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 |
|---|---|---|---|---|---|
| Traveka Wealth, LLC | 3,915 | $3.02M | 1.67% | +1,213+44.9% | Added |
| AAFMAA Wealth Management & Trust LLC | 3,909 | $3.02M | 1.32% | +642+19.7% | Added |
| Bourne Lent Asset Management Inc | 3,907 | $3.02M | 1.15% | 00.0% | Unchanged |
| Etesian Wealth Advisors, Inc. | 3,901 | $3.01M | 1.33% | −96−2.4% | Reduced |
| Millennium Capital Advisors, LLC | 3,898 | $3.01M | 2.05% | +55+1.4% | Added |
| Optas, LLC | 3,896 | $3.01M | 0.65% | −373−8.7% | Reduced |
| Geller Advisors LLC | 3,895 | $3.01M | 0.20% | −131−3.3% | Reduced |
| Oakworth Capital, Inc. | 3,892 | $3.00M | 0.21% | +8+0.2% | Added |
| Tectonic Advisors LLC | 3,890 | $3.00M | 0.20% | +548+16.4% | Added |
| Annex Advisory Services, LLC | 3,884 | $3.00M | 0.09% | −337−8.0% | Reduced |
| Murphy, Middleton, Hinkle & Parker, Inc. | 3,879 | $2.99M | 1.69% | −270−6.5% | Reduced |
| Northwest Bancshares, Inc. | 3,862 | $2.98M | 0.55% | −1,024−21.0% | Reduced |
| Evelyn Partners Investment Management LLP | 3,856 | $2.98M | 0.10% | +3,856 | New |
| Alliance Wealth Advisors, LLC | 3,850 | $2.97M | 0.77% | +2,588+205.1% | Added |
| Signet Investment Advisory Group, Inc. | 3,833 | $2.96M | 1.51% | +14+0.4% | Added |
| First Heartland Consultants, Inc. | 3,831 | $2.96M | 0.30% | −100−2.5% | Reduced |
| Cornerstone Wealth Management, LLC | 3,823 | $2.95M | 0.20% | +405+11.8% | Added |
| Gryphon Financial Partners LLC | 3,818 | $2.95M | 0.42% | −528−12.1% | Reduced |
| Leo Wealth, LLC | 3,814 | $2.94M | 0.26% | +922+31.9% | Added |
| BW Gestao de Investimentos Ltda. | 3,800 | $2.93M | 0.14% | +3,800 | New |
| Fukoku Mutual Life Insurance Co | 3,795 | $2.93M | 0.21% | −530−12.3% | Reduced |
| Shilanski & Associates, Inc. | 3,795 | $2.93M | 0.94% | +21+0.6% | Added |
| Royal Fund Management, LLC | 3,790 | $2.93M | 0.32% | −3,266−46.3% | Reduced |
| Ausdal Financial Partners, Inc. | 3,789 | $2.93M | 0.25% | +392+11.5% | Added |
| CBOE Vest Financial, LLC | 3,788 | $2.92M | 0.05% | +453+13.6% | Added |
| Prairie Wealth Advisors, Inc. | 3,784 | $2.92M | 1.40% | −2,195−36.7% | Reduced |
| Savvy Advisors, Inc. | 3,767 | $2.91M | 0.35% | +1,875+99.1% | Added |
| Fairvoy Private Wealth, LLC | 3,757 | $2.90M | 0.77% | +3,757 | New |
| Advisory Alpha, LLC | 3,751 | $2.90M | 0.10% | +133+3.7% | Added |
| Marshall Investment Management, LLC | 3,259 | $2.89M | 1.70% | +3,259 | New |
| CMG Global Holdings, LLC | 3,828 | $2.89M | 1.59% | −273−6.7% | Reduced |
| JT Stratford LLC | 3,736 | $2.88M | 0.47% | −124−3.2% | Reduced |
| Stillwater Wealth Management Group | 3,731 | $2.88M | 2.59% | +3,731 | New |
| Haverford Financial Services, Inc. | 3,728 | $2.88M | 0.88% | +3,728 | New |
| Cerro Pacific Wealth Advisors LLC | 3,248 | $2.88M | 0.95% | +138+4.4% | Added |
| Laraway Financial Inc | 11,969 | $2.87M | 2.27% | +9,097+316.7% | Added |
| Somerville Kurt F | 3,712 | $2.87M | 0.48% | −110−2.9% | Reduced |
| Summit X, LLC | 3,706 | $2.87M | 0.64% | +80+2.2% | Added |
| Pinnacle Wealth Management Advisory Group, LLC | 3,711 | $2.86M | 0.27% | −46−1.2% | Reduced |
| Integrated Investment Consultants, LLC | 3,708 | $2.86M | 0.59% | −690,459−99.5% | Reduced |
| RF&L Wealth Management, LLC | 3,704 | $2.86M | 2.02% | 00.0% | Unchanged |
| Triangle Securities Wealth Management | 3,694 | $2.85M | 0.73% | −188−4.8% | Reduced |
| Wealth Management Associates, Inc. | 3,689 | $2.85M | 1.22% | −21−0.6% | Reduced |
| VeraBank, N.A. | 3,689 | $2.85M | 0.80% | +23+0.6% | Added |
| Pines Wealth Management, LLC | 3,549 | $2.84M | 1.24% | +3,549 | New |
| Clean Yield Group | 3,656 | $2.82M | 0.90% | +37+1.0% | Added |
| Convergence Financial, LLC | 3,652 | $2.82M | 0.56% | +56+1.6% | Added |
| Carr Financial Group Corp | 3,649 | $2.82M | 0.89% | −11−0.3% | Reduced |
| Wilkins Investment Counsel Inc | 3,648 | $2.82M | 0.41% | +604+19.8% | Added |
| Brentview Investment Management LLC | 3,646 | $2.81M | 1.60% | +3,646 | New |
| Secure Asset Management, LLC | 3,645 | $2.81M | 0.43% | +1,689+86.3% | Added |
| Oxford Wealth Group, LLC | 3,636 | $2.81M | 1.81% | +220+6.4% | Added |
| Moseley Investment Management Inc | 3,635 | $2.81M | 1.10% | −28−0.8% | Reduced |
| Royal Capital Wealth Management, LLC | 3,634 | $2.81M | 1.97% | +15+0.4% | Added |
| Burton Enright Welch | 3,632 | $2.80M | 0.59% | +3+0.1% | Added |
| PFG Advisors | 3,632 | $2.80M | 0.17% | +215+6.3% | Added |
| BSW Wealth Partners | 3,631 | $2.80M | 0.41% | +395+12.2% | Added |
| Little House Capital LLC | 3,625 | $2.80M | 0.80% | −19−0.5% | Reduced |
| Opinicus Capital, Inc. | 3,624 | $2.80M | 2.35% | −83−2.2% | Reduced |
| Nelson Capital Management, LLC | 3,622 | $2.80M | 0.46% | +3,296+1,011.0% | Added |
| First Citizens Financial Corp | 3,613 | $2.79M | 1.51% | +5+0.1% | Added |
| Jain Global LLC | 3,589 | $2.77M | 0.08% | +3,589 | New |
| Kanawha Capital Management LLC | 3,588 | $2.77M | 0.22% | +1,308+57.4% | Added |
| Howland Capital Management LLC | 3,584 | $2.77M | 0.12% | −255−6.6% | Reduced |
| Ellevest, Inc. | 3,579 | $2.76M | 0.16% | −221−5.8% | Reduced |
| Kuhn & Co Investment Counsel | 3,576 | $2.76M | 2.35% | −95−2.6% | Reduced |
| Patron Partners Advisors, LLC | 3,561 | $2.75M | 1.49% | +28+0.8% | Added |
| Capital Analysts, LLC | 3,557 | $2.75M | 0.11% | +871+32.4% | Added |
| Hanlon Investment Management, Inc. | 3,538 | $2.73M | 0.75% | −63−1.7% | Reduced |
| Claro Advisors LLC | 3,529 | $2.72M | 0.37% | −685−16.3% | Reduced |
| Guild Investment Management, Inc. | 3,527 | $2.72M | 2.96% | +78+2.3% | Added |
| Wealth Dimensions Group, Ltd. | 3,518 | $2.72M | 0.67% | +260+8.0% | Added |
| Capital Market Strategies LLC | 3,518 | $2.72M | 1.56% | +48+1.4% | Added |
| Sompo Asset Management Co., Ltd. | 3,510 | $2.71M | 0.46% | −470−11.8% | Reduced |
| Northern Oak Wealth Management Inc | 3,501 | $2.70M | 0.34% | −37−1.0% | Reduced |
| Glen Eagle Advisors, LLC | 3,499 | $2.70M | 0.45% | +20+0.6% | Added |
| MJP Associates Inc | 3,497 | $2.70M | 0.49% | +217+6.6% | Added |
| Nutshell Asset Management Ltd | 3,490 | $2.69M | 1.70% | +3,490 | New |
| J. Stern & Co. LLP | 3,485 | $2.69M | 0.25% | +673+23.9% | Added |
| True North Advisors, LLC | 3,483 | $2.69M | 0.63% | +258+8.0% | Added |
| Ironwood Investment Counsel, LLC | 3,477 | $2.68M | 0.46% | +5+0.1% | Added |
| Westbourne Investments, Inc. | 3,465 | $2.67M | 1.58% | +3,465 | New |
| GraniteShares Advisors LLC | 3,462 | $2.67M | 1.69% | +3,462 | New |
| ICONIQ Capital, LLC | 3,457 | $2.67M | 0.04% | +1,672+93.7% | Added |
| Herbst Group, LLC | 3,451 | $2.66M | 1.66% | −4,163−54.7% | Reduced |
| Probity Advisors, Inc. | 3,445 | $2.66M | 0.51% | −213−5.8% | Reduced |
| Doheny Asset Management | 3,433 | $2.65M | 1.98% | −537−13.5% | Reduced |
| Aureus Asset Management, LLC | 3,429 | $2.65M | 0.17% | −2−0.1% | Reduced |
| Eagle Rock Investment Company, LLC | 3,425 | $2.64M | 0.44% | −237−6.5% | Reduced |
| Berkshire Bank | 3,424 | $2.64M | 0.61% | +32+0.9% | Added |
| Linscomb & Williams, Inc. | 3,424 | $2.64M | 0.13% | +154+4.7% | Added |
| IFC Advisors LLC | 3,415 | $2.64M | 0.57% | +3,415 | New |
| Hills Bank & Trust Co | 3,414 | $2.64M | 0.20% | −331−8.8% | Reduced |
| TFG Advisers LLC | 3,411 | $2.63M | 0.95% | +77+2.3% | Added |
| Pure Financial Advisors, Inc. | 3,407 | $2.63M | 0.06% | +1,058+45.0% | Added |
| Capital Advisory Group Advisory Services, LLC | 3,406 | $2.63M | 0.94% | −146−4.1% | Reduced |
| David Loasby | 3,287 | $2.63M | 0.24% | −210−6.0% | Reduced |
| Guardian Asset Advisors, LLC | 3,398 | $2.62M | 1.68% | −25−0.7% | Reduced |
| Van Cleef Asset Management,Inc | 3,396 | $2.62M | 0.29% | −215−6.0% | Reduced |
| RiverPark Advisors, LLC | 3,391 | $2.62M | 2.10% | +375+12.4% | Added |