Eli Lilly & Co
LLY- Exchange
- NYSE
- Industry
- Pharmaceutical Preparations
- SEC CIK
- 0000059478
In the last 90 days, Eli Lilly & Co insiders filed 0 open-market purchases and 3 sales; 4,644 institutions reported holding it in 13F filings for Q2 2026, worth $942.8B in total; 4 superinvestors hold it, including ARK Invest and Soros Fund Management.
13F holders, Q4 2024
Institutional positions in Eli Lilly & Co as of Dec 31, 2024. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 3,914
- +311 vs. Q3 2024
- Shares held
- 781.7M
- −6.44M (−0.8%) vs. Q3 2024
- Total value
- $602.9B
- −$82.8B (−12.1%) vs. Q3 2024
- New holders
- 510
- 1,533 more added
- Sold out
- 199
- 1,476 more reduced
64 institutions that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 2024: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting LLY on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 4,644 | $942.8B |
| Q1 2026 | 4,392 | $712.9B |
| Q4 2025 | 4,453 | $843.2B |
| Q3 2025 | 3,905 | $583.5B |
| Q2 2025 | 3,915 | $610.1B |
| Q1 2025 | 3,929 | $688.4B |
| Q4 2024 | 3,914 | $602.9B |
| Q3 2024 | 3,667 | $687.4B |
| Q2 2024 | 3,572 | $707.0B |
| Q1 2024 | 3,466 | $607.2B |
| Q4 2023 | 3,277 | $457.2B |
| Q3 2023 | 2,979 | $421.9B |
| Q2 2023 | 2,819 | $366.7B |
| Q1 2023 | 2,620 | $269.7B |
| Q4 2022 | 2,673 | $288.4B |
| Q3 2022 | 2,490 | $256.1B |
| Q2 2022 | 2,451 | $255.6B |
| Q1 2022 | 2,350 | $225.8B |
| Q4 2021 | 2,308 | $218.0B |
| Q3 2021 | 2,056 | $183.1B |
| Q2 2021 | 2,027 | $182.0B |
| Q1 2021 | 1,952 | $148.0B |
Institutions, Q4 2024
Shares, value and share of portfolio for each institution holding Eli Lilly & Co; share changes are against Q3 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Qsemble Capital Management, LP | 452 | $348.9K | 0.05% | −2,820−86.2% | Reduced |
| Summit Wealth Partners, LLC | 453 | $349.8K | 0.07% | −28−5.8% | Reduced |
| GK Wealth Management LLC | 453 | $349.9K | 0.44% | +453 | New |
| KFG Wealth Management, LLC | 453 | $349.9K | 0.07% | −93−17.0% | Reduced |
| Byrne Financial Freedom, LLC | 453 | $349.9K | 0.16% | +453 | New |
| Quest Partners LLC | 454 | $350.5K | 0.05% | −599−56.9% | Reduced |
| Ballast Advisors LLC | 454 | $350.5K | 0.11% | +2+0.4% | Added |
| Lion Street Advisors, LLC | 454 | $350.6K | 0.11% | +6+1.3% | Added |
| Moser Wealth Advisors, LLC | 455 | $351.3K | 0.18% | 00.0% | Unchanged |
| Alpha Financial Partners, LLC | 456 | $351.8K | 0.28% | +211+86.1% | Added |
| Clark Asset Management, LLC | 456 | $352.0K | 0.07% | −195−30.0% | Reduced |
| Crumly & Associates Inc. | 456 | $352.0K | 0.10% | 00.0% | Unchanged |
| Crowley Wealth Management, Inc. | 457 | $352.8K | 0.31% | +457 | New |
| Cassady Schiller Wealth Management, LLC | 458 | $353.6K | 0.13% | +42+10.1% | Added |
| LifeWealth Investments, LLC | 459 | $354.4K | 0.23% | +459 | New |
| Maltin Wealth Management, Inc. | 460 | $354.8K | 0.17% | 00.0% | Unchanged |
| Seelaus Asset Management LLC | 461 | $355.9K | 0.32% | 00.0% | Unchanged |
| Endowment Wealth Management, Inc. | 462 | $356.3K | 0.24% | −16−3.3% | Reduced |
| Orion Investment Co | 462 | $356.7K | 0.14% | 00.0% | Unchanged |
| J2 Capital Management Inc | 462 | $356.7K | 0.33% | +462 | New |
| Elite Wealth Management, Inc. | 463 | $357.7K | 0.08% | 00.0% | Unchanged |
| Values First Advisors, Inc. | 464 | $358.2K | 0.20% | +386+494.9% | Added |
| Werba Rubin Papier Wealth Management | 464 | $358.2K | 0.08% | −44−8.7% | Reduced |
| Alhambra Investment Partners LLC | 465 | $359.0K | 0.18% | 00.0% | Unchanged |
| Oakwell Private Wealth Management, LLC | 467 | $360.5K | 0.10% | 00.0% | Unchanged |
| Hutchinson Capital Management | 468 | $361.3K | 0.07% | −9−1.9% | Reduced |
| PFG Private Wealth Management, LLC | 468 | $361.3K | 0.21% | +5+1.1% | Added |
| Willow Creek Wealth Management Inc. | 470 | $362.8K | 0.04% | −10−2.1% | Reduced |
| FFT Wealth Management LLC | 471 | $363.3K | 0.03% | −62−11.6% | Reduced |
| Broadway Wealth Solutions, Inc. | 471 | $363.5K | 0.28% | +471 | New |
| Wick Capital Partners, LLC | 471 | $363.6K | 0.11% | +82+21.1% | Added |
| Emerald Mutual Fund Advisers Trust | 472 | $364.4K | 0.02% | −90−16.0% | Reduced |
| Wall Street Access Asset Management, LLC | 473 | $364.9K | 0.14% | +107+29.2% | Added |
| American Capital Advisory, LLC | 473 | $365.2K | 0.20% | +3+0.6% | Added |
| Arvest Bank Trust Division | 475 | $366.7K | 0.02% | −54−10.2% | Reduced |
| Cadent Capital Advisors, LLC | 475 | $367.0K | 0.13% | 00.0% | Unchanged |
| Lakeside Advisors, INC. | 477 | $368.2K | 0.24% | −175−26.8% | Reduced |
| Bank of Stockton | 477 | $368.2K | 0.11% | −16−3.2% | Reduced |
| Element Wealth, LLC | 479 | $369.6K | 0.19% | +4+0.8% | Added |
| DiNuzzo Private Wealth, Inc. | 480 | $370.6K | 0.05% | −122−20.3% | Reduced |
| BKM Wealth Management, LLC | 480 | $370.6K | 0.15% | +221+85.3% | Added |
| Meriwether Wealth & Planning, LLC | 480 | $370.6K | 0.26% | +480 | New |
| Tennessee Valley Asset Management Partners | 480 | $370.6K | 0.06% | +180+60.0% | Added |
| CBIZ Investment Advisory Services, LLC | 480 | $370.8K | 0.02% | −37−7.2% | Reduced |
| Legacy Financial Group, Inc. | 480 | $370.9K | 0.12% | 00.0% | Unchanged |
| Paradigm Capital Management, LLC | 480 | $371.0K | 0.35% | 00.0% | Unchanged |
| Capital Planning LLC | 481 | $371.4K | 0.10% | +65+15.6% | Added |
| MBA Advisors LLC | 483 | $372.9K | 0.19% | −1−0.2% | Reduced |
| Ascent Capital Management, LLC | 483 | $373.1K | 0.38% | +483 | New |
| Websterrogers Financial Advisors, LLC | 484 | $373.6K | 0.13% | −16−3.2% | Reduced |
| Centennial Bank | 484 | $373.6K | 0.18% | 00.0% | Unchanged |
| Voisard Asset Management Group, Inc. | 484 | $373.7K | 0.12% | −146−23.2% | Reduced |
| Whelan Financial | 484 | $373.8K | 0.15% | +28+6.1% | Added |
| Ullmann Financial Group, Inc. | 485 | $374.4K | 0.05% | −18−3.6% | Reduced |
| Clifford Group, LLC | 485 | $374.4K | 0.29% | 00.0% | Unchanged |
| Collaborative Wealth Managment Inc. | 485 | $374.4K | 0.17% | +10+2.1% | Added |
| Advanced Asset Management Advisors Inc | 485 | $374.4K | 0.10% | +127+35.5% | Added |
| FSA Advisors, Inc. | 485 | $374.4K | 0.46% | −339−41.1% | Reduced |
| Sovran Advisors, LLC | 503 | $374.7K | 0.05% | +503 | New |
| Barnes Pettey Financial Advisors, LLC | 486 | $375.2K | 0.29% | −40−7.6% | Reduced |
| Wambolt & Associates, LLC | 486 | $375.8K | 0.12% | −1,330−73.2% | Reduced |
| RWC Asset Management LLP | 487 | $376.0K | 0.02% | +53+12.2% | Added |
| Farmers Trust Co | 488 | $376.7K | 0.07% | −6−1.2% | Reduced |
| Warner Financial, Inc | 490 | $378.0K | 0.16% | 00.0% | Unchanged |
| Elios Financial Group Inc. | 490 | $378.0K | 0.18% | +1+0.2% | Added |
| Mach-1 Financial Group, Inc. | 490 | $378.3K | 0.68% | −308−38.6% | Reduced |
| Weaver Consulting Group | 492 | $379.8K | 0.12% | −143−22.5% | Reduced |
| Ameriflex Group, Inc. | 469 | $380.6K | 0.17% | +469 | New |
| Blue Barn Wealth, LLC | 493 | $380.6K | 0.20% | +493 | New |
| Rossby Financial, LCC | 493 | $380.6K | 0.24% | +493 | New |
| Nautilus Advisors LLC | 494 | $381.6K | 0.30% | +494 | New |
| Houlihan Financial Resource Group, Ltd. | 495 | $382.0K | 0.16% | −9−1.8% | Reduced |
| Beaird Harris Wealth Management, LLC | 495 | $382.1K | 0.03% | +65+15.1% | Added |
| Covenant Partners, LLC | 496 | $382.9K | 0.12% | −4,875−90.8% | Reduced |
| Hardy Reed LLC | 498 | $384.5K | 0.03% | −3−0.6% | Reduced |
| Delap Wealth Advisory, LLC | 498 | $384.5K | 0.23% | +11+2.3% | Added |
| JNBA Financial Advisors | 499 | $385.2K | 0.04% | 00.0% | Unchanged |
| Martin Capital Partners, LLC | 500 | $386.0K | 0.46% | 00.0% | Unchanged |
| Ithaka Group LLC | 500 | $386.0K | 0.07% | 00.0% | Unchanged |
| Taikang Asset Management (Hong Kong) Co Ltd | 500 | $386.0K | 0.06% | 00.0% | Unchanged |
| Carbahal Olsen Financial Services Group, LLC | 500 | $386.0K | 0.36% | +500 | New |
| Family Management Corp | 502 | $387.5K | 0.06% | −64−11.3% | Reduced |
| AIMZ Investment Advisors, LLC | 503 | $388.3K | 0.13% | 00.0% | Unchanged |
| Fiduciary Planning LLC | 503 | $388.7K | 0.13% | +503 | New |
| Sierra Ocean, LLC | 503 | $389.0K | 0.32% | +503 | New |
| STAR Financial Bank | 504 | $389.1K | 0.28% | 00.0% | Unchanged |
| Providence Capital Advisors, LLC | 507 | $391.4K | 0.08% | +17+3.5% | Added |
| Howard Bailey Securities, LLC | 508 | $391.5K | 0.15% | −72−12.4% | Reduced |
| Requisite Capital Management, LLC | 508 | $391.9K | 0.08% | +44+9.5% | Added |
| Braun-Bostich & Associates Inc. | 508 | $392.2K | 0.28% | −40−7.3% | Reduced |
| Arlington Financial Advisors, LLC | 508 | $392.2K | 0.08% | +75+17.3% | Added |
| First National Bank | 509 | $392.9K | 0.27% | −4−0.8% | Reduced |
| Xcel Wealth Management, LLC | 509 | $392.9K | 0.11% | 00.0% | Unchanged |
| Titleist Asset Management, LLC | 511 | $394.4K | 0.05% | +44+9.4% | Added |
| Blackston Financial Advisory Group, LLC | 511 | $394.6K | 0.20% | +72+16.4% | Added |
| Signature Wealth Management Partners, LLC | 511 | $394.7K | 0.27% | +100+24.3% | Added |
| Carlson Capital Management | 513 | $396.0K | 0.02% | −1,936−79.1% | Reduced |
| Warwick Investment Management, Inc. | 513 | $396.0K | 0.08% | −34−6.2% | Reduced |
| Moody Aldrich Partners LLC | 513 | $396.0K | 0.07% | −132−20.5% | Reduced |
| CCG Wealth Management, LLC | 514 | $396.8K | 0.22% | −83−13.9% | Reduced |