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 |
|---|---|---|---|---|---|
| MidWestOne Financial Group, Inc. | 6,347 | $4.90M | 0.69% | 00.0% | Unchanged |
| Brandywine Oak Private Wealth LLC | 6,345 | $4.90M | 0.48% | −36−0.6% | Reduced |
| Diversify Advisory Services, LLC | 6,114 | $4.89M | 0.27% | −2,798−31.4% | Reduced |
| Lindbrook Capital, LLC | 6,330 | $4.89M | 0.44% | −519−7.6% | Reduced |
| YHB Investment Advisors, Inc. | 6,293 | $4.86M | 0.40% | +901+16.7% | Added |
| PFC Capital Group, Inc. | 6,290 | $4.86M | 2.35% | +40+0.6% | Added |
| Jackson Wealth Management, LLC | 6,285 | $4.85M | 0.55% | −344−5.2% | Reduced |
| Sym Financial Corp | 6,283 | $4.85M | 0.63% | +488+8.4% | Added |
| Venture Visionary Partners LLC | 6,281 | $4.85M | 0.21% | −225−3.5% | Reduced |
| McKinley Carter Wealth Services, Inc. | 6,259 | $4.83M | 0.30% | +89+1.4% | Added |
| Chicago Trust Co NA | 6,250 | $4.83M | 0.85% | −531−7.8% | Reduced |
| Belpointe Asset Management LLC | 5,023 | $4.82M | 0.29% | +47+0.9% | Added |
| Atomi Financial Group, Inc. | 6,239 | $4.82M | 0.24% | +845+15.7% | Added |
| Wealth High Governance Capital Ltda | 6,200 | $4.79M | 1.72% | +1,200+24.0% | Added |
| Philip James Wealth Mangement, LLC | 6,195 | $4.78M | 0.62% | −599−8.8% | Reduced |
| Global Wealth Management Investment Advisory, Inc. | 6,191 | $4.78M | 0.99% | +52+0.8% | Added |
| Fiduciary Alliance LLC | 6,187 | $4.78M | 0.48% | +2,460+66.0% | Added |
| Proequities, Inc. | 6,303 | $4.75M | 0.27% | −444−6.6% | Reduced |
| Waddell & Associates, LLC | 6,140 | $4.74M | 0.48% | −20.0% | Reduced |
| AlphaCentric Advisors LLC | 6,140 | $4.74M | 4.73% | +6,140 | New |
| LM Advisors LLC | 6,138 | $4.74M | 0.85% | +1,254+25.7% | Added |
| Buckingham Capital Management, Inc. | 6,123 | $4.73M | 0.54% | −2,093−25.5% | Reduced |
| Parr McKnight Wealth Management Group, LLC | 6,112 | $4.72M | 0.68% | +6,112 | New |
| S&CO Inc | 6,110 | $4.72M | 0.32% | 00.0% | Unchanged |
| Hurlow Wealth Management Group, Inc. | 6,098 | $4.71M | 1.47% | −144−2.3% | Reduced |
| Northcape Wealth Management, LLC | 6,091 | $4.70M | 1.52% | −20−0.3% | Reduced |
| Diversify Wealth Management, LLC | 5,876 | $4.70M | 0.37% | +1,193+25.5% | Added |
| Kessler Investment Group, LLC | 6,088 | $4.70M | 2.23% | +401+7.1% | Added |
| Premier Path Wealth Partners, LLC | 6,065 | $4.68M | 0.71% | −56−0.9% | Reduced |
| Lake Street Financial LLC | 6,054 | $4.67M | 0.75% | −229−3.6% | Reduced |
| Perkins Coie Trust Co | 6,050 | $4.67M | 1.03% | +136+2.3% | Added |
| Oxler Private Wealth LLC | 6,047 | $4.67M | 1.53% | −30.0% | Reduced |
| Crews Bank & Trust | 6,045 | $4.67M | 0.79% | +6,045 | New |
| Magnus Financial Group LLC | 6,028 | $4.65M | 0.45% | +214+3.7% | Added |
| Joel Isaacson & Co., LLC | 6,026 | $4.65M | 0.21% | +1,196+24.8% | Added |
| Sherman Asset Management, Inc. | 6,015 | $4.64M | 4.25% | +6,015 | New |
| First Business Financial Services, Inc. | 6,015 | $4.64M | 0.46% | +121+2.1% | Added |
| Financial Advocates Investment Management | 6,013 | $4.64M | 0.27% | −697−10.4% | Reduced |
| Blackhawk Capital Partners LLC. | 6,012 | $4.64M | 2.40% | +756+14.4% | Added |
| Armstrong Advisory Group, Inc | 5,992 | $4.63M | 0.37% | −38−0.6% | Reduced |
| PDS Planning, Inc | 5,926 | $4.57M | 0.41% | +74+1.3% | Added |
| Beaton Management Co. Inc. | 5,911 | $4.56M | 2.35% | +164+2.9% | Added |
| Valmark Advisers, Inc. | 5,892 | $4.55M | 0.07% | −88−1.5% | Reduced |
| Accent Capital Management, LLC | 5,886 | $4.54M | 2.60% | +3,690+168.0% | Added |
| Van Strum & Towne Inc. | 5,879 | $4.54M | 1.60% | +1,204+25.8% | Added |
| Marble Harbor Investment Counsel, LLC | 5,864 | $4.53M | 0.50% | −100−1.7% | Reduced |
| Estabrook Capital Management | 5,852 | $4.52M | 0.70% | −242−4.0% | Reduced |
| GeoWealth Management, LLC | 5,851 | $4.52M | 0.15% | +170+3.0% | Added |
| Forum Private Client Group LLC | 5,847 | $4.51M | 2.01% | −148−2.5% | Reduced |
| Capital Asset Advisory Services LLC | 5,766 | $4.51M | 0.22% | +531+10.1% | Added |
| Hager Investment Management Services, LLC | 5,811 | $4.49M | 2.80% | +5,811 | New |
| Sabal Trust CO | 5,786 | $4.47M | 0.26% | +360+6.6% | Added |
| Gotham Asset Management, LLC | 5,779 | $4.46M | 0.04% | −2,736−32.1% | Reduced |
| West Oak Capital, LLC | 5,762 | $4.45M | 1.57% | −80−1.4% | Reduced |
| Deltec Asset Management LLC | 5,750 | $4.44M | 0.88% | −300−5.0% | Reduced |
| Quantbot Technologies LP | 5,741 | $4.43M | 0.16% | +1,984+52.8% | Added |
| Iowa State Bank | 5,732 | $4.43M | 0.92% | +120+2.1% | Added |
| Camden Capital, LLC | 5,676 | $4.38M | 0.48% | +2,935+107.1% | Added |
| Parisi Gray Wealth Management | 5,671 | $4.38M | 1.39% | +65+1.2% | Added |
| M&G Plc | 5,665 | $4.37M | 0.03% | 00.0% | Unchanged |
| Hamilton Wealth, LLC | 5,641 | $4.35M | 1.06% | +630+12.6% | Added |
| Bell Asset Management Ltd | 5,637 | $4.35M | 0.79% | +5,637 | New |
| WSFS Capital Management, LLC | 5,629 | $4.35M | 0.23% | +761+15.6% | Added |
| Cassaday & Co Wealth Management LLC | 5,615 | $4.33M | 0.12% | +45+0.8% | Added |
| Invst, LLC | 5,579 | $4.31M | 0.52% | +27+0.5% | Added |
| Steel Peak Wealth Management LLC | 5,571 | $4.30M | 0.18% | −142−2.5% | Reduced |
| Beaumont Financial Advisors, LLC | 5,558 | $4.29M | 0.32% | −214−3.7% | Reduced |
| Silvercrest Asset Management Group LLC | 5,539 | $4.28M | 0.03% | +103+1.9% | Added |
| Carl P. Sherr & Co., LLC | 5,533 | $4.27M | 2.24% | +7+0.1% | Added |
| Connable Office Inc | 5,527 | $4.27M | 0.44% | −1,192−17.7% | Reduced |
| Affinity Capital Advisors, LLC | 5,513 | $4.26M | 0.80% | +23+0.4% | Added |
| Romano Brothers and Company | 5,519 | $4.26M | 0.54% | −7−0.1% | Reduced |
| Manchester Capital Management LLC | 5,516 | $4.26M | 0.49% | +812+17.3% | Added |
| WealthBridge Capital Management, LLC | 5,516 | $4.26M | 1.18% | +267+5.1% | Added |
| Insigneo Advisory Services, LLC | 5,496 | $4.24M | 0.44% | −1,074−16.3% | Reduced |
| Robertson Stephens Wealth Management, LLC | 5,491 | $4.24M | 0.15% | −80−1.4% | Reduced |
| Mechanics Bank Trust Department | 5,465 | $4.22M | 0.56% | +1,549+39.6% | Added |
| Boothbay Fund Management, LLC | 5,457 | $4.21M | 0.13% | +3,138+135.3% | Added |
| Quent Capital, LLC | 5,439 | $4.20M | 0.43% | +288+5.6% | Added |
| TD Private Client Wealth LLC | 5,438 | $4.20M | 0.12% | −7,105−56.6% | Reduced |
| Point72 (DIFC) Ltd | 5,436 | $4.20M | 0.38% | +5,436 | New |
| Sage Mountain Advisors LLC | 5,434 | $4.19M | 0.31% | +374+7.4% | Added |
| Capital Advisors Inc | 5,426 | $4.19M | 0.08% | −261−4.6% | Reduced |
| Kovack Advisors, Inc. | 5,422 | $4.19M | 0.41% | +466+9.4% | Added |
| Natural Investments, LLC | 5,422 | $4.18M | 1.16% | +5,422 | New |
| Concord Wealth Partners | 5,413 | $4.18M | 0.68% | +346+6.8% | Added |
| Wellington Shields Capital Management, LLC | 43,960 | $4.18M | 0.74% | +38,035+641.9% | Added |
| Zweig-DiMenna Associates LLC | 5,375 | $4.15M | 0.35% | −16,765−75.7% | Reduced |
| Harbour Trust & Investment Management Co | 5,375 | $4.15M | 0.47% | −71−1.3% | Reduced |
| IAM Advisory, LLC | 5,375 | $4.15M | 1.05% | −115−2.1% | Reduced |
| Hilltop National Bank | 5,364 | $4.14M | 1.25% | −84−1.5% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 5,360 | $4.14M | 0.28% | −10,531−66.3% | Reduced |
| Parthenon LLC | 5,352 | $4.13M | 0.50% | −315−5.6% | Reduced |
| Advisor OS, LLC | 5,343 | $4.12M | 0.48% | +240+4.7% | Added |
| Boston Financial Mangement LLC | 5,320 | $4.11M | 0.12% | +300+6.0% | Added |
| Vermillion Wealth Management, Inc. | 5,313 | $4.10M | 2.10% | +5,313 | New |
| Rakuten Securities, Inc. | 5,312 | $4.10M | 1.61% | −1,336−20.1% | Reduced |
| Triasima Portfolio Management inc. | 5,311 | $4.10M | 0.80% | +5,311 | New |
| Newbridge Financial Services Group, Inc. | 5,310 | $4.10M | 1.05% | +375+7.6% | Added |
| Keudell/Morrison Wealth Management | 5,308 | $4.10M | 1.07% | +302+6.0% | Added |