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 |
|---|---|---|---|---|---|
| Bray Capital Advisors | 7,545 | $5.82M | 1.58% | 00.0% | Unchanged |
| Fidelis Capital Partners, LLC | 7,179 | $5.82M | 0.58% | +236+3.4% | Added |
| Mengis Capital Management, Inc. | 7,533 | $5.82M | 1.19% | −26−0.3% | Reduced |
| Howard Capital Management Inc. | 7,530 | $5.81M | 0.09% | +392+5.5% | Added |
| Guardian Wealth Management, Inc. | 7,525 | $5.81M | 3.96% | −551−6.8% | Reduced |
| Schnieders Capital Management LLC | 7,519 | $5.80M | 1.15% | +59+0.8% | Added |
| Synergy Financial Management, LLC | 7,011 | $5.80M | 0.45% | +3,799+118.3% | Added |
| Smith, Moore & Co. | 7,503 | $5.79M | 0.53% | −784−9.5% | Reduced |
| Verde Servicos Internacionais S.A. | 7,500 | $5.79M | 2.49% | +7,500 | New |
| PKO Investment Management Joint-Stock Co | 7,500 | $5.79M | 0.72% | +300+4.2% | Added |
| Linden Thomas Advisory Services, LLC | 7,477 | $5.77M | 0.73% | +335+4.7% | Added |
| Evoke Wealth, LLC | 7,466 | $5.76M | 0.16% | +211+2.9% | Added |
| Costello Asset Management, INC | 7,453 | $5.75M | 3.81% | +6,688+874.2% | Added |
| Arete Wealth Advisors, LLC | 7,454 | $5.75M | 0.42% | +2,016+37.1% | Added |
| Cubist Systematic Strategies, LLC | 7,447 | $5.75M | 0.09% | −38,338−83.7% | Reduced |
| Mather Group, LLC. | 7,392 | $5.71M | 0.07% | +405+5.8% | Added |
| Pinney & Scofield, Inc. | 7,376 | $5.69M | 4.39% | +7,376 | New |
| Wisconsin Capital Management LLC | 7,375 | $5.69M | 3.13% | −64−0.9% | Reduced |
| Fiduciary Group LLC | 7,373 | $5.69M | 0.57% | +151+2.1% | Added |
| Walleye Capital LLC | 7,367 | $5.69M | 0.05% | −45,636−86.1% | Reduced |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 7,363 | $5.68M | 0.15% | +92+1.3% | Added |
| Tiptree Advisors, LLC | 7,360 | $5.68M | 5.89% | +7,360 | New |
| Voleon Capital Management LP | 7,338 | $5.66M | 0.42% | +7,338 | New |
| Transamerica Financial Advisors, Inc. | 7,333 | $5.66M | 0.56% | −202−2.7% | Reduced |
| Wealth Alliance | 7,331 | $5.66M | 0.68% | +457+6.6% | Added |
| Glynn Capital Management LLC | 7,291 | $5.63M | 1.33% | 00.0% | Unchanged |
| Virtu Financial LLC | 7,288 | $5.63M | 0.30% | +757+11.6% | Added |
| Great Diamond Partners, LLC | 7,285 | $5.62M | 1.45% | −109−1.5% | Reduced |
| First Washington CORP | 7,233 | $5.58M | 1.97% | +7,233 | New |
| Stableford Capital II LLC | 7,228 | $5.58M | 2.21% | −2,600−26.5% | Reduced |
| First Nebraska Trust Co | 7,223 | $5.58M | 0.54% | +211+3.0% | Added |
| German American Bancorp, Inc. | 7,192 | $5.55M | 0.58% | +4,908+214.9% | Added |
| Verdence Capital Advisors LLC | 7,171 | $5.54M | 0.45% | +17+0.2% | Added |
| Investors Asset Management of Georgia Inc | 7,160 | $5.53M | 2.69% | −440−5.8% | Reduced |
| Tema ETFs LLC | 7,140 | $5.51M | 2.29% | +7,140 | New |
| LJI Wealth Management, LLC | 7,131 | $5.51M | 1.08% | +127+1.8% | Added |
| Old North State Trust, LLC | 7,125 | $5.50M | 3.50% | −70−1.0% | Reduced |
| Highview Capital Management LLC | 7,071 | $5.46M | 2.10% | +308+4.6% | Added |
| Gluskin Sheff & Assoc Inc | 7,062 | $5.45M | 0.65% | −48−0.7% | Reduced |
| Pictet North America Advisors SA | 7,046 | $5.44M | 0.52% | 00.0% | Unchanged |
| Old Second National Bank of Aurora | 7,044 | $5.44M | 1.24% | −70−1.0% | Reduced |
| Tyche Wealth Partners LLC | 7,044 | $5.44M | 1.15% | +2,427+52.6% | Added |
| Canandaigua National Bank & Trust Co | 7,018 | $5.42M | 0.53% | −1,314−15.8% | Reduced |
| Fundamentun, LLC | 7,014 | $5.42M | 0.33% | +104+1.5% | Added |
| DCF Advisers, LLC | 7,000 | $5.40M | 2.73% | 00.0% | Unchanged |
| Norden Group LLC | 6,993 | $5.40M | 0.61% | +3,054+77.5% | Added |
| bLong Financial, LLC | 6,953 | $5.37M | 4.42% | +6,953 | New |
| Lowe Brockenbrough & Co Inc | 6,951 | $5.37M | 0.34% | 00.0% | Unchanged |
| Richwood Investment Advisors, LLC | 6,948 | $5.36M | 4.47% | −43−0.6% | Reduced |
| Elm3 Financial Group, LLC | 6,895 | $5.32M | 4.54% | +6,895 | New |
| Texas Yale Capital Corp. | 6,892 | $5.32M | 0.21% | +172+2.6% | Added |
| Centre Asset Management, LLC | 6,876 | $5.31M | 1.21% | −618−8.2% | Reduced |
| Ingalls & Snyder LLC | 6,872 | $5.30M | 0.21% | −130−1.9% | Reduced |
| Redhawk Wealth Advisors, Inc. | 6,868 | $5.30M | 0.72% | +313+4.8% | Added |
| Meridian Wealth Advisors, LLC | 6,863 | $5.30M | 0.87% | −29−0.4% | Reduced |
| Portside Wealth Group, LLC | 6,860 | $5.30M | 0.88% | +3,702+117.2% | Added |
| KLCM Advisors, Inc. | 6,847 | $5.29M | 0.61% | 00.0% | Unchanged |
| TRUE Private Wealth Advisors | 6,843 | $5.28M | 0.64% | +9+0.1% | Added |
| Level Four Advisory Services, LLC | 6,840 | $5.28M | 0.22% | −2,053−23.1% | Reduced |
| Strategic Planning Group, LLC | 6,839 | $5.28M | 0.97% | +3,405+99.2% | Added |
| Consolidated Portfolio Review Corp | 6,822 | $5.27M | 0.83% | +5,751+537.0% | Added |
| Avestar Capital, LLC | 6,819 | $5.26M | 0.48% | +933+15.9% | Added |
| Harmony Asset Management LLC | 6,806 | $5.25M | 2.08% | +1,033+17.9% | Added |
| Halter Ferguson Financial Inc. | 6,801 | $5.25M | 2.23% | +968+16.6% | Added |
| CWA Asset Management Group, LLC | 6,794 | $5.24M | 0.26% | +724+11.9% | Added |
| CoreCap Advisors, LLC | 6,758 | $5.22M | 0.24% | +355+5.5% | Added |
| Arkadios Wealth Advisors | 6,748 | $5.21M | 0.28% | +207+3.2% | Added |
| Proficio Capital Partners LLC | 6,739 | $5.20M | 0.42% | +1,562+30.2% | Added |
| Delta Financial Group, Inc. | 6,730 | $5.20M | 1.22% | +6,730 | New |
| Hamilton Capital Partners, LLC | 6,705 | $5.18M | 3.27% | +6,705 | New |
| PEAK6 LLC | 6,693 | $5.17M | 0.20% | +6,693 | New |
| Beck Capital Management, LLC | 6,672 | $5.15M | 1.37% | −423−6.0% | Reduced |
| Bouvel Investment Partners, LLC | 6,644 | $5.13M | 1.85% | +106+1.6% | Added |
| Compass Wealth Management LLC | 6,630 | $5.12M | 1.23% | −110−1.6% | Reduced |
| Sitrin Capital Management LLC | 6,622 | $5.11M | 2.58% | +27+0.4% | Added |
| ICW Investment Advisors LLC | 6,615 | $5.11M | 2.13% | +6,089+1,157.6% | Added |
| Berger Financial Group, Inc | 6,544 | $5.05M | 0.35% | +803+14.0% | Added |
| Principle Wealth Partners LLC | 6,543 | $5.05M | 0.35% | −34−0.5% | Reduced |
| Flagship Harbor Advisors, LLC | 6,542 | $5.05M | 0.27% | −370−5.4% | Reduced |
| Investment Partners, Ltd. | 6,542 | $5.05M | 2.08% | +22+0.3% | Added |
| Allen Investment Management LLC | 6,532 | $5.04M | 0.06% | +44+0.7% | Added |
| Tradewinds, LLC. | 5,787 | $5.04M | 1.40% | −25−0.4% | Reduced |
| Exencial Wealth Advisors, LLC | 6,526 | $5.04M | 0.19% | −265−3.9% | Reduced |
| Gerber Kawasaki Wealth & Investment Management | 6,522 | $5.04M | 0.22% | +4,463+216.8% | Added |
| Welch Group, LLC | 6,500 | $5.03M | 0.23% | −48−0.7% | Reduced |
| BOS Asset Management, LLC | 6,510 | $5.03M | 1.80% | −275−4.1% | Reduced |
| Moloney Securities Asset Management, LLC | 6,489 | $5.01M | 0.67% | −51−0.8% | Reduced |
| Investment Research & Advisory Group, Inc. | 6,488 | $5.01M | 2.09% | +64+1.0% | Added |
| Central Pacific Bank - Trust Division | 6,459 | $4.99M | 0.65% | −4,105−38.9% | Reduced |
| Leonteq Securities AG | 6,458 | $4.99M | 0.49% | −895−12.2% | Reduced |
| Parkside Financial Bank & Trust | 6,448 | $4.98M | 0.66% | +56+0.9% | Added |
| Leavell Investment Management, Inc. | 6,434 | $4.97M | 0.24% | +304+5.0% | Added |
| Meritage Portfolio Management | 6,430 | $4.96M | 0.31% | +20.0% | Added |
| Enterprise Bank & Trust Co | 6,429 | $4.96M | 1.63% | −246−3.7% | Reduced |
| Leeward Financial Partners, LLC | 6,422 | $4.96M | 1.77% | +2,195+51.9% | Added |
| ZWJ Investment Counsel Inc | 6,415 | $4.95M | 0.20% | +36+0.6% | Added |
| Legacy Advisors, LLC | 6,393 | $4.94M | 0.48% | −1,288−16.8% | Reduced |
| Paragon Advisors, LLC | 6,387 | $4.93M | 1.69% | −136−2.1% | Reduced |
| Institute for Wealth Management, LLC. | 6,380 | $4.93M | 0.62% | −318−4.7% | Reduced |
| Cabot Wealth Management Inc | 6,355 | $4.91M | 0.62% | +107+1.7% | Added |