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 |
|---|---|---|---|---|---|
| Marietta Investment Partners LLC | 5,304 | $4.09M | 0.90% | −2,635−33.2% | Reduced |
| Parker Investment Management, LLC | 5,304 | $4.09M | 0.64% | −61−1.1% | Reduced |
| Boston Family Office LLC | 5,282 | $4.08M | 0.28% | 00.0% | Unchanged |
| Wealthquest Corp | 5,278 | $4.07M | 0.33% | +22+0.4% | Added |
| Stanley-Laman Group, Ltd. | 5,277 | $4.07M | 0.57% | −3−0.1% | Reduced |
| Westwood Holdings Group Inc. | 5,276 | $4.07M | 0.03% | +1,410+36.5% | Added |
| Plimoth Trust Co LLC | 5,271 | $4.07M | 1.05% | +44+0.8% | Added |
| Pinnacle Bancorp, Inc. | 5,269 | $4.07M | 1.32% | +46+0.9% | Added |
| StoneCrest Wealth Management, Inc. | 5,268 | $4.07M | 2.65% | +336+6.8% | Added |
| Asio Capital, LLC | 5,257 | $4.06M | 0.77% | +4,094+352.0% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 5,253 | $4.06M | 0.15% | +414+8.6% | Added |
| Jeppson Wealth Management, LLC | 5,253 | $4.06M | 1.47% | −100−1.9% | Reduced |
| Argus Investors' Counsel, Inc. | 5,248 | $4.05M | 2.71% | −26−0.5% | Reduced |
| Allen Mooney & Barnes Investment Advisors LLC | 5,248 | $4.05M | 0.68% | +127+2.5% | Added |
| Ironwood Financial, llc | 5,248 | $4.05M | 0.85% | −29−0.5% | Reduced |
| KG&L Capital Management,LLC | 5,243 | $4.05M | 1.30% | +510+10.8% | Added |
| SevenBridge Financial Group, LLC | 4,673 | $4.04M | 0.76% | −303−6.1% | Reduced |
| Carret Asset Management, LLC | 5,222 | $4.03M | 0.44% | −250−4.6% | Reduced |
| Norway Savings Bank | 5,221 | $4.03M | 2.23% | −95−1.8% | Reduced |
| David R. Rahn & Associates Inc. | 5,212 | $4.02M | 1.30% | 00.0% | Unchanged |
| Mitchell McLeod Pugh & Williams Inc | 5,208 | $4.02M | 0.84% | −1,191−18.6% | Reduced |
| Skopos Labs, Inc. | 5,196 | $4.01M | 1.20% | −443−7.9% | Reduced |
| Bey-Douglas LLC | 5,175 | $4.00M | 3.44% | +2,290+79.4% | Added |
| San Luis Wealth Advisors LLC | 5,171 | $3.99M | 0.76% | +4,600+805.6% | Added |
| Capital Square, LLC | 5,074 | $3.99M | 2.26% | +14+0.3% | Added |
| Invesco, LLC | 5,158 | $3.98M | 1.59% | −47−0.9% | Reduced |
| RiverFront Investment Group, LLC | 5,156 | $3.98M | 0.09% | +2,569+99.3% | Added |
| Blodgett Wealth Advisors, LLC | 5,147 | $3.97M | 3.12% | +782+17.9% | Added |
| DGS Capital Management, LLC | 5,136 | $3.96M | 0.99% | −103−2.0% | Reduced |
| West Branch Capital LLC | 5,124 | $3.96M | 1.26% | +612+13.6% | Added |
| Aaron Wealth Advisors | 5,119 | $3.95M | 0.46% | −285−5.3% | Reduced |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 5,111 | $3.95M | 0.58% | +745+17.1% | Added |
| Amarillo National Bank | 5,109 | $3.94M | 0.72% | 00.0% | Unchanged |
| Pegasus Asset Management, Inc. | 5,104 | $3.94M | 1.49% | +2,256+79.2% | Added |
| Executive Wealth Management, LLC | 5,103 | $3.94M | 0.31% | −97−1.9% | Reduced |
| Peddock Capital Advisors, LLC | 5,101 | $3.94M | 0.94% | 00.0% | Unchanged |
| Clifford Swan Investment Counsel LLC | 5,094 | $3.93M | 0.14% | −166−3.2% | Reduced |
| Hamilton Point Investment Advisors, LLC | 5,079 | $3.92M | 0.71% | 00.0% | Unchanged |
| BCS Wealth Management | 5,075 | $3.92M | 0.97% | +5,075 | New |
| Brown Shipley& Co Ltd | 5,067 | $3.91M | 1.94% | +3,523+228.2% | Added |
| Green Harvest Asset Management LLC | 5,062 | $3.91M | 0.08% | −1,871−27.0% | Reduced |
| Concentric Capital Strategies, LP | 5,058 | $3.90M | 0.25% | −15,052−74.8% | Reduced |
| Asset Dedication, LLC | 5,050 | $3.90M | 0.31% | −2,215−30.5% | Reduced |
| Private Wealth Partners, LLC | 5,029 | $3.88M | 0.30% | −386−7.1% | Reduced |
| Sentry LLC | 5,004 | $3.86M | 0.75% | −10.0% | Reduced |
| Resonant Capital Advisors, LLC | 4,996 | $3.86M | 0.28% | +69+1.4% | Added |
| Everhart Financial Group, Inc. | 4,975 | $3.84M | 0.79% | −458−8.4% | Reduced |
| Polymer Capital Management (HK) LTD | 4,958 | $3.83M | 0.67% | +4,458+891.6% | Added |
| Peterson Wealth Management | 4,951 | $3.82M | 2.27% | +1,065+27.4% | Added |
| Dearborn Partners LLC | 4,942 | $3.82M | 0.16% | +239+5.1% | Added |
| 3Chopt Investment Partners, LLC | 4,932 | $3.81M | 1.31% | −146−2.9% | Reduced |
| Catalyst Financial Partners LLC | 4,931 | $3.81M | 0.72% | +89+1.8% | Added |
| NVWM, LLC | 4,925 | $3.80M | 0.96% | −47−0.9% | Reduced |
| Avidian Wealth Solutions, LLC | 4,923 | $3.80M | 0.17% | +536+12.2% | Added |
| Landscape Capital Management, L.L.C. | 4,919 | $3.80M | 0.40% | +3,284+200.9% | Added |
| Concord Asset Management, LLC | 4,917 | $3.80M | 0.83% | +377+8.3% | Added |
| KRS Capital Management, LLC | 4,906 | $3.79M | 2.68% | +156+3.3% | Added |
| Simon Quick Advisors, LLC | 4,904 | $3.79M | 0.23% | +123+2.6% | Added |
| Folger Nolan Fleming Douglas Capital Management, Inc | 4,903 | $3.79M | 0.40% | −218−4.3% | Reduced |
| Fort Sheridan Advisors LLC | 4,890 | $3.77M | 0.55% | +48+1.0% | Added |
| Atlantic Trust, LLC | 4,872 | $3.76M | 0.81% | −249−4.9% | Reduced |
| Draper Asset Management, LLC | 4,729 | $3.76M | 2.36% | +123+2.7% | Added |
| Appleton Partners Inc | 4,849 | $3.74M | 0.28% | −39−0.8% | Reduced |
| EPG Wealth Management LLC | 4,845 | $3.74M | 0.99% | −475−8.9% | Reduced |
| Schulhoff & Co Inc | 4,842 | $3.74M | 1.66% | −18−0.4% | Reduced |
| GWN Securities Inc. | 4,746 | $3.73M | 1.00% | +4,746 | New |
| Courier Capital LLC | 4,820 | $3.72M | 0.26% | −262−5.2% | Reduced |
| Left Brain Wealth Management, LLC | 4,816 | $3.72M | 1.40% | +3,623+303.7% | Added |
| Sound Income Strategies, LLC | 4,814 | $3.72M | 0.23% | +38+0.8% | Added |
| Sandbox Financial Partners, LLC | 4,806 | $3.71M | 1.24% | −20−0.4% | Reduced |
| Avantax Planning Partners, Inc. | 4,804 | $3.71M | 0.13% | +1,171+32.2% | Added |
| Clear Creek Financial Management, LLC | 4,798 | $3.70M | 0.40% | +1,325+38.2% | Added |
| OneAscent Financial Services LLC | 4,798 | $3.70M | 0.31% | +3,082+179.6% | Added |
| WNY Asset Management, LLC | 4,791 | $3.70M | 0.46% | −153−3.1% | Reduced |
| Tufton Capital Management | 4,789 | $3.70M | 0.70% | +212+4.6% | Added |
| American Money Management, LLC | 4,785 | $3.69M | 0.72% | −20.0% | Reduced |
| Guardian Wealth Advisors, LLC | 4,782 | $3.69M | 0.30% | +63+1.3% | Added |
| Kesler, Norman & Wride, LLC | 4,774 | $3.69M | 0.80% | +760+18.9% | Added |
| Angeles Wealth Management, LLC | 4,757 | $3.67M | 0.30% | −47−1.0% | Reduced |
| Vista Investment Partners LLC | 4,748 | $3.67M | 1.14% | −157−3.2% | Reduced |
| Texas Bank & Trust Co | 4,746 | $3.66M | 1.51% | +4,746 | New |
| Freedom Day Solutions, LLC | 4,709 | $3.63M | 1.09% | −83−1.7% | Reduced |
| BCGM Wealth Management, LLC | 4,700 | $3.63M | 1.15% | +585+14.2% | Added |
| Prevail Innovative Wealth Advisors, LLC | 4,699 | $3.63M | 1.05% | +4,699 | New |
| Argentarii, LLC | 4,690 | $3.62M | 1.82% | +4,690 | New |
| RMR Wealth Builders | 4,686 | $3.62M | 0.37% | +107+2.3% | Added |
| Hudson Canyon Capital Management | 4,683 | $3.62M | 2.36% | 00.0% | Unchanged |
| Comprehensive Financial Consultants Institutional, Inc. | 4,651 | $3.59M | 1.31% | +117+2.6% | Added |
| Heartland Bank & Trust Co | 4,646 | $3.59M | 1.95% | −55−1.2% | Reduced |
| Cladis Investment Advisory, LLC | 4,644 | $3.59M | 2.54% | −300−6.1% | Reduced |
| Symphony Financial, Ltd. Co. | 4,789 | $3.58M | 0.56% | −480−9.1% | Reduced |
| Adirondack Trust Co | 4,624 | $3.57M | 1.36% | −58−1.2% | Reduced |
| Finivi Inc. | 4,611 | $3.56M | 2.84% | −37−0.8% | Reduced |
| Csenge Advisory Group | 4,604 | $3.55M | 0.19% | −1,370−22.9% | Reduced |
| CVFG LLC | 4,595 | $3.55M | 3.24% | +4,595 | New |
| Blueprint Investment Partners LLC | 4,590 | $3.54M | 0.56% | −327−6.7% | Reduced |
| Wealth Alliance Advisory Group, LLC | 4,582 | $3.54M | 0.75% | +55+1.2% | Added |
| High Net Worth Advisory Group LLC | 4,573 | $3.53M | 0.99% | −379−7.7% | Reduced |
| Valley National Advisers Inc | 4,573 | $3.53M | 0.63% | +255+5.9% | Added |
| Magnetar Financial LLC | 4,572 | $3.53M | 0.08% | +4,572 | New |