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 |
|---|---|---|---|---|---|
| Legacy Advisory Services, LLC | 515 | $397.6K | 0.34% | +134+35.2% | Added |
| McCollum Christoferson Group LLC | 516 | $398.4K | 0.12% | 00.0% | Unchanged |
| Compton Financial Group, LLC | 517 | $399.1K | 0.12% | −22−4.1% | Reduced |
| Blue Bell Private Wealth Management, LLC | 517 | $399.2K | 0.08% | −5−1.0% | Reduced |
| Morey & Quinn Wealth Partners, LLC | 518 | $399.9K | 0.34% | +518 | New |
| Coston, McIsaac & Partners | 519 | $400.0K | 0.12% | +2+0.4% | Added |
| McClarren Financial Advisors, Inc. | 519 | $400.0K | 1.12% | +519 | New |
| jvl associates llc | 519 | $400.7K | 0.15% | −24−4.4% | Reduced |
| TAGStone Capital, Inc. | 519 | $401.0K | 0.20% | 00.0% | Unchanged |
| Southeast Asset Advisors Inc. | 520 | $401.2K | 0.05% | 00.0% | Unchanged |
| Cottage Street Advisors LLC | 520 | $401.6K | 0.21% | +34+7.0% | Added |
| Daner Wealth Management, LLC | 488 | $401.7K | 0.29% | +488 | New |
| B.O.S.S. Retirement Advisors, LLC | 521 | $402.3K | 0.11% | −6,096−92.1% | Reduced |
| Mine & Arao Wealth Creation & Management, LLC. | 522 | $403.0K | 0.18% | +3+0.6% | Added |
| Frazier Financial Advisors, LLC | 521 | $403.2K | 0.32% | −32−5.8% | Reduced |
| J. L. Bainbridge & Co., Inc. | 523 | $403.6K | 0.04% | −2,907−84.8% | Reduced |
| Trust Co of Oklahoma | 525 | $405.3K | 0.13% | +36+7.4% | Added |
| Viawealth, LLC | 526 | $406.0K | 0.25% | −8−1.5% | Reduced |
| Landing Point Financial Group, LLC | 466 | $406.7K | 0.31% | +466 | New |
| Dauntless Investment Group, LLC | 528 | $407.6K | 1.72% | +528 | New |
| Balanced Wealth Group LLC | 504 | $408.9K | 0.18% | −32−6.0% | Reduced |
| Evergreen Wealth Solutions, LLC | 530 | $409.2K | 0.29% | +530 | New |
| Marks Group Wealth Management, Inc | 531 | $409.6K | 0.04% | 00.0% | Unchanged |
| Keb Asset Management, LLC | 531 | $409.9K | 0.12% | −469−46.9% | Reduced |
| Royal Harbor Partners, LLC | 531 | $409.9K | 0.15% | +1+0.2% | Added |
| Wellspring Financial Advisors, LLC | 531 | $410.1K | 0.04% | −246−31.7% | Reduced |
| Strategic Financial Services, Inc, | 532 | $410.7K | 0.02% | −43−7.5% | Reduced |
| Atwood & Palmer Inc | 532 | $410.7K | 0.03% | +20+3.9% | Added |
| TFC Financial Management | 532 | $410.7K | 0.06% | +182+52.0% | Added |
| Garner Asset Management Corp | 532 | $411.0K | 0.19% | +12+2.3% | Added |
| Elyxium Wealth, LLC | 533 | $411.5K | 0.25% | −752−58.5% | Reduced |
| Keener Financial Planning LLC | 534 | $412.0K | 0.24% | 00.0% | Unchanged |
| First PREMIER Bank | 533 | $412.0K | 0.10% | 00.0% | Unchanged |
| Operose Advisors LLC | 534 | $412.2K | 0.14% | 00.0% | Unchanged |
| Harrell Investment Partners, LLC | 534 | $412.4K | 0.12% | +60+12.7% | Added |
| Davidson Trust Co | 535 | $413.0K | 0.21% | −3−0.6% | Reduced |
| Marion Wealth Management | 535 | $413.2K | 0.11% | −45−7.8% | Reduced |
| Southland Equity Partners LLC | 536 | $413.5K | 0.10% | 00.0% | Unchanged |
| Virtue Capital Management, LLC | 537 | $414.6K | 0.08% | −1,167−68.5% | Reduced |
| Fairscale Capital, LLC | 537 | $414.6K | 0.36% | 00.0% | Unchanged |
| Private Wealth Advisors | 537 | $414.9K | 0.18% | −7−1.3% | Reduced |
| Monticello Wealth Management, LLC | 538 | $415.7K | 0.03% | −235−30.4% | Reduced |
| Independent Wealth Network Inc. | 539 | $416.1K | 0.17% | −213−28.3% | Reduced |
| W Advisors, LLC | 540 | $416.9K | 0.26% | −2−0.4% | Reduced |
| Baron Wealth Management LLC | 540 | $417.1K | 0.20% | −10−1.8% | Reduced |
| Foguth Wealth Management, LLC. | 533 | $418.8K | 0.11% | +5+0.9% | Added |
| First Bank & Trust | 544 | $420.0K | 0.08% | −3−0.5% | Reduced |
| Elwood & Goetz Wealth Advisory Group, LLC | 544 | $420.0K | 0.10% | +10+1.9% | Added |
| Wilkins Miller Wealth Management, LLC | 545 | $420.7K | 0.44% | +545 | New |
| Claris Advisors, LLC | 546 | $421.5K | 0.16% | −119−17.9% | Reduced |
| Buckley Wealth Management, LLC | 546 | $421.5K | 0.13% | +19+3.6% | Added |
| Summit Wealth & Retirement Planning, Inc. | 546 | $421.5K | 0.13% | +250+84.5% | Added |
| Global View Capital Management LLC | 543 | $422.5K | 0.15% | +543 | New |
| Vicus Capital | 548 | $422.9K | 0.04% | +104+23.4% | Added |
| Gould Asset Management LLC | 548 | $423.1K | 0.09% | −76−12.2% | Reduced |
| Forefront Wealth Partners, LLC | 548 | $423.1K | 0.32% | +548 | New |
| Richmond Investment Services, LLC | 549 | $423.5K | 0.24% | +549 | New |
| Hengehold Capital Management LLC | 549 | $424.0K | 0.04% | −57−9.4% | Reduced |
| Gitterman Wealth Management, LLC | 550 | $424.4K | 0.18% | +218+65.7% | Added |
| Illumine Investment Management, LLC | 550 | $424.6K | 0.35% | +550 | New |
| R. W. Roge & Company, Inc. | 553 | $426.0K | 0.23% | 00.0% | Unchanged |
| Crescent Sterling, Ltd. | 553 | $426.9K | 0.44% | −72−11.5% | Reduced |
| Verity Asset Management, Inc. | 692 | $429.2K | 0.24% | −686−49.8% | Reduced |
| Cascade Investment Group, Inc. | 558 | $430.8K | 0.31% | −33−5.6% | Reduced |
| Lee Danner & Bass Inc | 559 | $431.5K | 0.03% | +65+13.2% | Added |
| Mathes Company, Inc. | 560 | $432.0K | 0.16% | +560 | New |
| M3 Advisory Group, LLC | 560 | $432.2K | 0.31% | −50−8.2% | Reduced |
| Planning Center, Inc. | 560 | $432.3K | 0.05% | 00.0% | Unchanged |
| DecisionMap Wealth Management, LLC | 562 | $433.9K | 0.34% | +562 | New |
| Vanguard Capital Wealth Advisors | 565 | $436.2K | 0.48% | 00.0% | Unchanged |
| Planning Alternatives Ltd | 565 | $436.2K | 0.07% | +6+1.1% | Added |
| City Center Advisors, LLC | 565 | $436.2K | 0.49% | +29+5.4% | Added |
| High Falls Advisors, Inc | 565 | $436.4K | 0.10% | +5+0.9% | Added |
| Bellevue Asset Management, LLC | 567 | $437.7K | 0.23% | +367+183.5% | Added |
| GR Financial Group, LLC | 568 | $438.2K | 0.07% | +1+0.2% | Added |
| Richards, Merrill & Peterson, Inc. | 568 | $438.5K | 0.23% | +568 | New |
| Luken Investment Analytics, LLC | 570 | $440.0K | 0.20% | 00.0% | Unchanged |
| Capital Advantage, Inc. | 571 | $441.0K | 0.08% | +571 | New |
| Birch Financial Group, LLC | 572 | $441.7K | 0.50% | +572 | New |
| Sentinus, LLC | 574 | $443.2K | 0.13% | +55+10.6% | Added |
| Emprise Bank | 576 | $444.7K | 0.25% | −28−4.6% | Reduced |
| Icapital Wealth LLC | 579 | $447.0K | 0.26% | +168+40.9% | Added |
| Jackson Creek Investment Advisors LLC | 580 | $448.0K | 0.13% | 00.0% | Unchanged |
| Pennington Partners & Co., LLC | 580 | $448.1K | 0.22% | +580 | New |
| Global Wealth Strategies & Associates | 581 | $448.5K | 0.14% | −5−0.9% | Reduced |
| Cheviot Value Management, LLC | 581 | $448.5K | 0.09% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 582 | $449.2K | 0.21% | −61−9.5% | Reduced |
| Cypress Capital, LLC | 582 | $449.3K | 0.13% | +11+1.9% | Added |
| Burk Holdings LLC | 582 | $449.3K | 0.36% | +582 | New |
| Dupree Financial Group, LLC | 583 | $449.9K | 0.21% | +32+5.8% | Added |
| Francis Financial, Inc. | 888 | $450.3K | 0.11% | +333+60.0% | Added |
| Princeton Global Asset Management LLC | 584 | $450.8K | 0.08% | −66−10.2% | Reduced |
| Aquire Wealth Advisors, LLC | 585 | $451.6K | 0.14% | 00.0% | Unchanged |
| Sig Brokerage, LP | 585 | $451.6K | 0.21% | +585 | New |
| Purkiss Capital Advisors LLC | 586 | $452.0K | 0.39% | +586 | New |
| St. Louis Trust Co | 586 | $452.4K | 0.06% | −101−14.7% | Reduced |
| Rebalance, LLC | 587 | $453.2K | 0.03% | −8−1.3% | Reduced |
| Lionshead Wealth Management, LLC | 587 | $453.2K | 0.33% | +587 | New |
| Novare Capital Management LLC | 587 | $453.2K | 0.04% | +60+11.4% | Added |
| Pacific Capital Wealth Advisors, Inc | 588 | $453.9K | 0.08% | −17−2.8% | Reduced |