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 $942.7B 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
- 3,913
- +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
- 1,532 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 | $942.7B |
| Q1 2026 | 4,391 | $712.9B |
| Q4 2025 | 4,452 | $843.2B |
| Q3 2025 | 3,904 | $583.5B |
| Q2 2025 | 3,914 | $610.1B |
| Q1 2025 | 3,928 | $688.4B |
| Q4 2024 | 3,913 | $602.9B |
| Q3 2024 | 3,666 | $687.4B |
| Q2 2024 | 3,571 | $707.0B |
| Q1 2024 | 3,465 | $607.2B |
| Q4 2023 | 3,276 | $457.2B |
| Q3 2023 | 2,978 | $421.9B |
| Q2 2023 | 2,818 | $366.7B |
| Q1 2023 | 2,619 | $269.7B |
| Q4 2022 | 2,672 | $288.4B |
| Q3 2022 | 2,489 | $256.1B |
| Q2 2022 | 2,450 | $255.6B |
| Q1 2022 | 2,349 | $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 |
|---|---|---|---|---|---|
| Great Lakes Retirement, Inc. | 10,880 | $8.40M | 1.08% | −130−1.2% | Reduced |
| Sierra Summit Advisors LLC | 10,856 | $8.38M | 1.68% | +1,767+19.4% | Added |
| Greenwood Capital Associates LLC | 10,813 | $8.35M | 1.09% | −99−0.9% | Reduced |
| Cherokee Insurance Co | 10,800 | $8.34M | 3.78% | +10,800 | New |
| Pioneer Trust Bank N A | 10,754 | $8.30M | 2.09% | +1,579+17.2% | Added |
| L & S Advisors Inc | 10,749 | $8.30M | 0.91% | −5,728−34.8% | Reduced |
| Waters Parkerson & Co., LLC | 10,747 | $8.30M | 0.44% | +208+2.0% | Added |
| Checchi Capital Advisers, LLC | 10,744 | $8.29M | 0.62% | +10.0% | Added |
| Morse Asset Management, Inc | 10,738 | $8.29M | 1.90% | −281−2.6% | Reduced |
| Daymark Wealth Partners, LLC | 10,734 | $8.29M | 0.35% | −986−8.4% | Reduced |
| Harbor Investment Advisory, LLC | 10,696 | $8.26M | 0.77% | +546+5.4% | Added |
| Woodmont Investment Counsel LLC | 10,687 | $8.25M | 0.61% | +5,856+121.2% | Added |
| AMG National Trust Bank | 10,678 | $8.25M | 0.23% | −742−6.5% | Reduced |
| Conning Inc. | 10,615 | $8.19M | 0.29% | +411+4.0% | Added |
| Centric Wealth Management | 10,599 | $8.18M | 2.21% | −2,957−21.8% | Reduced |
| Signet Financial Management, LLC | 10,598 | $8.18M | 1.04% | −20−0.2% | Reduced |
| HAP Trading, LLC | 10,545 | $8.14M | 2.73% | +10,545 | New |
| WealthTrust Axiom LLC | 10,544 | $8.14M | 2.43% | +143+1.4% | Added |
| Pine Valley Investments Ltd Liability Co | 10,532 | $8.13M | 0.53% | +2,780+35.9% | Added |
| Edge Capital Group, LLC | 10,509 | $8.11M | 0.36% | −1,435−12.0% | Reduced |
| Syon Capital LLC | 10,499 | $8.11M | 0.73% | −763−6.8% | Reduced |
| Nixon Peabody Trust Co | 10,479 | $8.09M | 0.67% | +8,125+345.2% | Added |
| Red Cedar Investment Management, LLC | 10,469 | $8.08M | 1.02% | 00.0% | Unchanged |
| Modern Wealth Management, LLC | 10,461 | $8.08M | 0.30% | +2,495+31.3% | Added |
| South State Corp. | 10,430 | $8.05M | 0.53% | −703−6.3% | Reduced |
| Advisors Capital Management, LLC | 10,393 | $8.02M | 0.13% | +5,254+102.2% | Added |
| Quadrant Capital Group LLC | 10,357 | $8.00M | 0.55% | −651−5.9% | Reduced |
| Alps Advisors Inc | 10,336 | $7.98M | 0.05% | −32−0.3% | Reduced |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 9,855 | $7.96M | 0.07% | +2,660+37.0% | Added |
| Montecito Bank & Trust | 10,293 | $7.95M | 1.38% | −438−4.1% | Reduced |
| Evergreen Capital Management LLC | 10,288 | $7.94M | 0.26% | −968−8.6% | Reduced |
| LMCG Investments, LLC | 10,236 | $7.90M | 0.48% | −372−3.5% | Reduced |
| NBT Bank N A | 10,228 | $7.90M | 0.55% | −56−0.5% | Reduced |
| RFG Advisory, LLC | 10,212 | $7.88M | 0.22% | +1,206+13.4% | Added |
| Roman Butler Fullerton & Co | 9,699 | $7.84M | 2.49% | −328−3.3% | Reduced |
| Radnor Capital Management, LLC | 10,137 | $7.83M | 1.31% | −2,174−17.7% | Reduced |
| Tower View Investment Management & Research LLC | 10,115 | $7.81M | 4.13% | +65+0.6% | Added |
| Capital Wealth Planning, LLC | 10,112 | $7.81M | 0.07% | −1,513−13.0% | Reduced |
| Stansberry Asset Management, LLC | 10,095 | $7.79M | 1.01% | +3,021+42.7% | Added |
| Cable Hill Partners, LLC | 10,076 | $7.78M | 0.78% | −2,812−21.8% | Reduced |
| Naviter Wealth, LLC | 10,019 | $7.73M | 0.93% | +4,525+82.4% | Added |
| Clarkston Capital Partners, LLC | 10,000 | $7.72M | 0.15% | −75−0.7% | Reduced |
| Avalon Global Asset Management LLC | 10,000 | $7.72M | 2.16% | 00.0% | Unchanged |
| Blalock Williams, LLC | 9,996 | $7.72M | 8.98% | +9,996 | New |
| Aull & Monroe Investment Management Corp | 9,992 | $7.71M | 3.93% | −200−2.0% | Reduced |
| First Horizon Advisors, Inc. | 9,957 | $7.69M | 0.22% | −100−1.0% | Reduced |
| Northeast Financial Consultants Inc | 9,956 | $7.69M | 0.32% | +24+0.2% | Added |
| First National Bank of Mount Dora, Trust Investment Services | 9,925 | $7.66M | 1.79% | −148−1.5% | Reduced |
| Strong Tower Advisory Services | 9,919 | $7.66M | 2.00% | +318+3.3% | Added |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 9,915 | $7.65M | 2.99% | −195−1.9% | Reduced |
| Perkins Capital Management Inc | 9,910 | $7.65M | 6.79% | −2,466−19.9% | Reduced |
| Capital & Planning, LLC | 9,903 | $7.65M | 5.59% | +9,903 | New |
| Change Path, LLC | 9,899 | $7.64M | 0.23% | +1,483+17.6% | Added |
| Heritage Wealth Management, Inc. | 9,862 | $7.61M | 2.53% | −152−1.5% | Reduced |
| Rothschild Investment LLC | 9,859 | $7.61M | 0.50% | +557+6.0% | Added |
| J.W. Cole Advisors, Inc. | 9,848 | $7.60M | 0.31% | +300+3.1% | Added |
| Sanders Morris Harris LLC | 9,703 | $7.56M | 1.13% | −137−1.4% | Reduced |
| Community Financial Services Group, LLC | 9,771 | $7.54M | 1.49% | +660+7.2% | Added |
| Wealthcare Advisory Partners LLC | 9,744 | $7.52M | 0.21% | −508−5.0% | Reduced |
| Cohen Investment Advisors LLC | 9,704 | $7.49M | 4.52% | −52−0.5% | Reduced |
| Unisphere Establishment | 9,700 | $7.49M | 0.07% | +3,400+54.0% | Added |
| Summit Global Investments | 9,697 | $7.49M | 0.47% | −6,368−39.6% | Reduced |
| MTM Investment Management, LLC | 9,664 | $7.46M | 2.87% | 00.0% | Unchanged |
| Prosperity Consulting Group, LLC | 9,653 | $7.45M | 0.56% | +1,308+15.7% | Added |
| Wetzel Investment Advisors, Inc. | 9,639 | $7.44M | 3.70% | +83+0.9% | Added |
| Nicholas Hoffman & Company, LLC. | 9,629 | $7.43M | 0.30% | −590−5.8% | Reduced |
| Legacy Private Trust Co. | 9,616 | $7.42M | 0.49% | +904+10.4% | Added |
| Bank of Hawaii | 9,612 | $7.42M | 0.41% | +374+4.0% | Added |
| Sava Infond d.o.o. | 9,610 | $7.42M | 1.31% | +9,610 | New |
| Formidable Asset Management, LLC | 9,608 | $7.42M | 1.22% | +190+2.0% | Added |
| Brighton Jones LLC | 9,597 | $7.41M | 0.21% | +1,730+22.0% | Added |
| Altfest L J & Co Inc | 9,577 | $7.39M | 0.94% | −9−0.1% | Reduced |
| Burke & Herbert Bank & Trust Co | 9,577 | $7.39M | 1.75% | −100−1.0% | Reduced |
| River Wealth Advisors LLC | 9,563 | $7.38M | 0.98% | +1,269+15.3% | Added |
| Impact Asset Management GmbH | 9,520 | $7.35M | 2.90% | +1,890+24.8% | Added |
| Payden & Rygel | 9,520 | $7.35M | 0.63% | −3,000−24.0% | Reduced |
| Overbrook Management Corp | 9,483 | $7.32M | 1.58% | +9,483 | New |
| Meridian Wealth Management, LLC | 9,457 | $7.30M | 0.35% | +418+4.6% | Added |
| Focus Financial Network, Inc. | 9,444 | $7.29M | 0.29% | −2,430−20.5% | Reduced |
| Highland Capital Management, LLC | 9,435 | $7.28M | 0.42% | −2,763−22.7% | Reduced |
| Sharpepoint LLC | 9,429 | $7.28M | 6.56% | +9,429 | New |
| Chatham Capital Group, Inc. | 9,424 | $7.28M | 1.20% | +124+1.3% | Added |
| Empire Financial Management Company, LLC | 9,405 | $7.26M | 2.27% | −103−1.1% | Reduced |
| Fox Hill Wealth Management | 9,381 | $7.24M | 4.10% | −969−9.4% | Reduced |
| Wescott Financial Advisory Group, LLC | 9,381 | $7.24M | 0.75% | +98+1.1% | Added |
| Fiduciary Trust Co | 9,340 | $7.21M | 0.10% | +779+9.1% | Added |
| Moran Wealth Management, LLC | 9,319 | $7.19M | 0.23% | +492+5.6% | Added |
| E Fund Management Co., Ltd. | 9,270 | $7.16M | 0.36% | +3,708+66.7% | Added |
| BTC Capital Management, Inc. | 9,237 | $7.13M | 0.66% | −1,390−13.1% | Reduced |
| Smithfield Trust Co | 9,228 | $7.13M | 0.35% | −25−0.3% | Reduced |
| Penobscot Investment Management Company, Inc. | 9,173 | $7.08M | 0.64% | +1,343+17.2% | Added |
| Shepherd Financial Partners LLC | 9,157 | $7.07M | 0.85% | −2,005−18.0% | Reduced |
| Dnca Finance | 9,122 | $7.04M | 0.55% | −291−3.1% | Reduced |
| Trust Asset Management LLC | 9,069 | $7.00M | 0.55% | 00.0% | Unchanged |
| Elk River Wealth Management, LLC | 9,055 | $6.99M | 1.27% | −26−0.3% | Reduced |
| Cullinan Associates Inc | 9,055 | $6.99M | 0.45% | −311−3.3% | Reduced |
| Qtron Investments LLC | 9,006 | $6.95M | 0.98% | −465−4.9% | Reduced |
| Morgens Waterfall Vintiadis & Co Inc | 9,000 | $6.95M | 5.31% | 00.0% | Unchanged |
| Ally Financial Inc. | 9,000 | $6.95M | 0.85% | +7,000+350.0% | Added |
| Everett Harris & Co | 8,990 | $6.94M | 0.09% | +11+0.1% | Added |