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 |
|---|---|---|---|---|---|
| WBH Advisory Inc | 8,974 | $6.93M | 0.64% | −237−2.6% | Reduced |
| Horizon Investments, LLC | 8,932 | $6.90M | 0.20% | +3,497+64.3% | Added |
| Smartleaf Asset Management LLC | 8,896 | $6.88M | 0.70% | +1,230+16.0% | Added |
| Fernwood Investment Management, LLC | 8,901 | $6.87M | 2.39% | −159−1.8% | Reduced |
| Madden Securities Corp | 8,891 | $6.86M | 2.75% | −725−7.5% | Reduced |
| Baldwin Investment Management, LLC | 8,887 | $6.86M | 0.89% | +533+6.4% | Added |
| JPB Foundation | 8,868 | $6.85M | 0.76% | −35,000−79.8% | Reduced |
| Chesapeake Asset Management LLC | 8,858 | $6.84M | 6.37% | −734−7.7% | Reduced |
| Financial Advisory Service, Inc. | 8,856 | $6.84M | 0.57% | +3,218+57.1% | Added |
| One River Asset Management, LLC | 8,831 | $6.83M | 10.23% | +8,831 | New |
| Jefferies Financial Group Inc. | 8,843 | $6.83M | 0.08% | +5,342+152.6% | Added |
| PFG Investments, LLC | 8,834 | $6.82M | 0.42% | +1,262+16.7% | Added |
| Hunter Associates Investment Management LLC | 8,816 | $6.81M | 1.04% | −5−0.1% | Reduced |
| Wolff Financial Management LLC | 8,805 | $6.80M | 1.89% | −224−2.5% | Reduced |
| Sagespring Wealth Partners, LLC | 8,800 | $6.79M | 0.18% | +8,800 | New |
| Cutter & CO Brokerage, Inc. | 8,785 | $6.78M | 1.65% | +1,925+28.1% | Added |
| Douglass Winthrop Advisors, LLC | 8,781 | $6.78M | 0.13% | −100−1.1% | Reduced |
| Kingswood Wealth Advisors, LLC | 8,757 | $6.76M | 0.51% | −5,873−40.1% | Reduced |
| Heirloom Wealth Management | 8,756 | $6.76M | 2.03% | +700+8.7% | Added |
| Caisse des Depots Et Consignations | 8,748 | $6.75M | 0.33% | +8,748 | New |
| Reynders McVeigh Capital Management, LLC | 8,748 | $6.75M | 0.36% | −92−1.0% | Reduced |
| Confluence Wealth Services, Inc. | 8,794 | $6.74M | 0.44% | +1,665+23.4% | Added |
| Wealthspire Advisors, LLC | 8,709 | $6.72M | 0.07% | +1,672+23.8% | Added |
| Frank, Rimerman Advisors LLC | 8,705 | $6.72M | 0.49% | −5,744−39.8% | Reduced |
| Graypoint LLC | 8,700 | $6.72M | 0.41% | +381+4.6% | Added |
| Pitcairn Co | 8,688 | $6.71M | 0.40% | −241−2.7% | Reduced |
| Prairie Sky Financial Group LLC | 8,674 | $6.70M | 4.11% | −51−0.6% | Reduced |
| Trust Co of Vermont | 8,659 | $6.68M | 0.32% | +542+6.7% | Added |
| Commerzbank Aktiengesellschaft | 8,643 | $6.67M | 0.16% | +2,418+38.8% | Added |
| Forum Financial Management, LP | 8,615 | $6.65M | 0.11% | +265+3.2% | Added |
| K.J. Harrison & Partners Inc | 8,543 | $6.65M | 1.04% | +144+1.7% | Added |
| Simplify Asset Management Inc. | 8,609 | $6.65M | 0.46% | −10,473−54.9% | Reduced |
| Geneos Wealth Management Inc. | 8,581 | $6.62M | 0.23% | −458−5.1% | Reduced |
| Arrow Financial Corp | 8,569 | $6.62M | 0.63% | −157−1.8% | Reduced |
| Sand Hill Global Advisors, LLC | 8,568 | $6.61M | 0.28% | −60−0.7% | Reduced |
| Equitable Trust Co | 8,557 | $6.61M | 0.37% | +17+0.2% | Added |
| DSM Capital Partners LLC | 8,542 | $6.59M | 0.10% | −57−0.7% | Reduced |
| Geneva Partners, LLC | 8,539 | $6.59M | 2.68% | −182−2.1% | Reduced |
| Schear Investment Advisers, LLC | 8,535 | $6.59M | 3.51% | +139+1.7% | Added |
| HRT Financial LP | 8,518 | $6.58M | 0.03% | −201,491−95.9% | Reduced |
| Channel Wealth LLC | 8,504 | $6.57M | 2.14% | +870+11.4% | Added |
| Arrow Capital Pty Ltd | 8,500 | $6.56M | 6.01% | +8,500 | New |
| North Star Investment Management Corp. | 8,483 | $6.55M | 0.46% | −374−4.2% | Reduced |
| Tobam | 8,472 | $6.54M | 2.00% | −6,312−42.7% | Reduced |
| Kampmann Melissa S. | 8,471 | $6.54M | 5.14% | −1,275−13.1% | Reduced |
| Sustainable Insight Capital Management, LLC | 8,467 | $6.54M | 2.86% | −6,565−43.7% | Reduced |
| Carnegie Capital Asset Management, LLC | 8,462 | $6.53M | 0.19% | +1,194+16.4% | Added |
| ABN AMRO Bank N.V. | 8,551 | $6.53M | 0.09% | +4,002+88.0% | Added |
| University of Texas/Texas Am Investment Managment Co | 8,357 | $6.45M | 0.76% | −1,751−17.3% | Reduced |
| Field & Main Bank | 8,307 | $6.41M | 2.26% | +135+1.7% | Added |
| Brass Tax Wealth Management, Inc | 8,304 | $6.41M | 1.35% | +3,272+65.0% | Added |
| Enhancing Capital LLC | 8,300 | $6.41M | 5.11% | +8,300 | New |
| FRG Family Wealth Advisors LLC | 8,287 | $6.40M | 1.16% | −458−5.2% | Reduced |
| Woodstock Corp | 8,268 | $6.38M | 0.61% | +117+1.4% | Added |
| Exome Asset Management LLC | 8,247 | $6.37M | 4.79% | −2,200−21.1% | Reduced |
| Cigna Investments Inc | 8,235 | $6.36M | 1.12% | −44−0.5% | Reduced |
| TCI Wealth Advisors, Inc. | 8,227 | $6.35M | 0.53% | +31+0.4% | Added |
| Kercheville Advisors, LLC | 8,213 | $6.34M | 2.46% | −327−3.8% | Reduced |
| Crawford Investment Counsel Inc | 8,200 | $6.33M | 0.11% | +152+1.9% | Added |
| First City Capital Management, Inc. | 8,195 | $6.33M | 3.37% | −172−2.1% | Reduced |
| Towneley Capital Management, Inc | 8,179 | $6.31M | 1.50% | +8,179 | New |
| Burling Wealth Partners, LLC | 8,168 | $6.31M | 1.29% | +8,168 | New |
| Lifeworks Advisors, LLC | 8,154 | $6.29M | 1.14% | +975+13.6% | Added |
| Entropy Technologies, LP | 8,141 | $6.28M | 0.65% | +4,329+113.6% | Added |
| Carderock Capital Management Inc | 8,123 | $6.27M | 1.57% | −848−9.5% | Reduced |
| Simmons Bank | 8,114 | $6.26M | 0.46% | −295−3.5% | Reduced |
| Columbia Asset Management | 8,072 | $6.23M | 1.19% | −1,417−14.9% | Reduced |
| Family Legacy, Inc. | 7,915 | $6.23M | 2.11% | +217+2.8% | Added |
| First Hawaiian Bank | 8,058 | $6.22M | 0.20% | −1,831−18.5% | Reduced |
| Marshall & Sullivan Inc | 8,056 | $6.22M | 3.04% | +50+0.6% | Added |
| Hilltop Holdings Inc. | 8,053 | $6.22M | 0.39% | +725+9.9% | Added |
| Grove Bank & Trust | 8,048 | $6.21M | 0.86% | +2,019+33.5% | Added |
| Mezzasalma Advisors, LLC | 8,034 | $6.20M | 2.00% | −659−7.6% | Reduced |
| StoneX Group Inc. | 7,985 | $6.16M | 0.34% | +1,504+23.2% | Added |
| American National Bank | 7,928 | $6.12M | 0.68% | +1,347+20.5% | Added |
| Clarius Group, LLC | 7,920 | $6.11M | 0.42% | +1,884+31.2% | Added |
| Allegheny Financial Group LTD | 7,896 | $6.10M | 1.57% | +66+0.8% | Added |
| Gladius Capital Management LP | 7,888 | $6.09M | 3.50% | +3,907+98.1% | Added |
| China Universal Asset Management Co., Ltd. | 7,815 | $6.03M | 0.56% | −89−1.1% | Reduced |
| Tower Bridge Advisors | 7,814 | $6.03M | 0.64% | −1,335−14.6% | Reduced |
| Supplemental Annuity Collective Trust of NJ | 7,800 | $6.02M | 1.77% | 00.0% | Unchanged |
| Leelyn Smith, LLC | 7,796 | $6.02M | 1.07% | −436−5.3% | Reduced |
| Aldebaran Capital, LLC | 7,783 | $6.01M | 5.71% | 00.0% | Unchanged |
| Transform Wealth, LLC | 7,778 | $6.00M | 0.33% | +2,707+53.4% | Added |
| Decatur Capital Management, Inc. | 7,767 | $6.00M | 2.73% | −115−1.5% | Reduced |
| Janney Capital Management LLC | 7,761 | $5.99M | 0.40% | −457−5.6% | Reduced |
| Keebeck Wealth Management, LLC | 7,725 | $5.96M | 0.86% | −421−5.2% | Reduced |
| Schechter Investment Advisors, LLC | 7,723 | $5.96M | 0.46% | +630+8.9% | Added |
| Capital Investment Advisory Services, LLC | 7,707 | $5.95M | 0.57% | −126−1.6% | Reduced |
| Portfolio Design Labs, LLC | 7,691 | $5.94M | 1.22% | +929+13.7% | Added |
| Ayrshire Capital Management LLC | 7,682 | $5.93M | 2.89% | +256+3.4% | Added |
| Panoramic Capital, LLC | 7,681 | $5.93M | 4.72% | +7,681 | New |
| Independence Bank of Kentucky | 7,680 | $5.93M | 0.91% | +769+11.1% | Added |
| Johnson Financial Group, Inc. | 7,287 | $5.91M | 0.28% | −1,151−13.6% | Reduced |
| BankPlus Trust Department | 7,621 | $5.88M | 1.93% | +7,621 | New |
| Lynch & Associates | 7,620 | $5.88M | 1.28% | −10.0% | Reduced |
| Washington Trust Bank | 7,612 | $5.88M | 0.56% | +108+1.4% | Added |
| Vision Capital Management, Inc. | 7,588 | $5.86M | 0.86% | +1,449+23.6% | Added |
| Sandler Capital Management | 7,562 | $5.84M | 0.95% | −4,295−36.2% | Reduced |
| Aft, Forsyth & Company, Inc. | 7,550 | $5.83M | 2.86% | −30−0.4% | Reduced |