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 |
|---|---|---|---|---|---|
| McGowan Group Asset Management, Inc. | 21,778 | $16.8M | 2.25% | −24−0.1% | Reduced |
| Canandaigua National Trust Co of Florida | 21,722 | $16.8M | 13.09% | −810−3.6% | Reduced |
| Jamison Private Wealth Management, Inc. | 21,663 | $16.7M | 2.47% | +159+0.7% | Added |
| HM Payson & Co | 21,547 | $16.6M | 0.28% | −406−1.8% | Reduced |
| Bath Savings Trust Co | 21,481 | $16.6M | 1.68% | −130−0.6% | Reduced |
| Engineers Gate Manager LP | 21,433 | $16.5M | 0.29% | +20,511+2,224.6% | Added |
| Connors Investor Services Inc | 21,430 | $16.5M | 1.55% | +1,709+8.7% | Added |
| Trust Investment Advisors | 21,388 | $16.5M | 10.54% | +311+1.5% | Added |
| Anderson Hoagland & Co | 22,647 | $16.4M | 1.69% | −132−0.6% | Reduced |
| Talbot Financial, LLC | 21,276 | $16.4M | 1.95% | +4,199+24.6% | Added |
| Ritholtz Wealth Management | 21,198 | $16.4M | 0.48% | −80.0% | Reduced |
| Jupiter Asset Management Ltd | 21,181 | $16.4M | 0.16% | −5,812−21.5% | Reduced |
| Schonfeld Strategic Advisors LLC | 21,019 | $16.2M | 0.10% | +5,539+35.8% | Added |
| Sandy Spring Bank | 21,004 | $16.2M | 0.66% | +1,853+9.7% | Added |
| Ferguson Wellman Capital Management, Inc | 20,820 | $16.1M | 0.31% | −154−0.7% | Reduced |
| HighPoint Advisor Group LLC | 18,741 | $16.1M | 0.87% | −1,294−6.5% | Reduced |
| Thoroughbred Financial Services, LLC | 20,792 | $16.1M | 0.98% | +1,487+7.7% | Added |
| Covington Investment Advisors Inc. | 20,645 | $15.9M | 2.39% | +16+0.1% | Added |
| Valiant Capital Management, L.P. | 20,626 | $15.9M | 2.13% | −8,900−30.1% | Reduced |
| Merit Financial Group, LLC | 20,551 | $15.9M | 0.29% | +6,307+44.3% | Added |
| Sienna Gestion | 20,540 | $15.9M | 1.07% | +1,623+8.6% | Added |
| Unio Capital LLC | 20,506 | $15.8M | 5.66% | +20,506 | New |
| Moors & Cabot, Inc. | 20,438 | $15.8M | 0.75% | −983−4.6% | Reduced |
| Ameritas Investment Partners, Inc. | 20,384 | $15.7M | 0.51% | −503−2.4% | Reduced |
| Rice Partnership, LLC | 20,252 | $15.6M | 2.98% | −3,585−15.0% | Reduced |
| U.S. Capital Wealth Advisors, LLC | 20,176 | $15.6M | 0.48% | +11,556+134.1% | Added |
| Americana Partners, LLC | 20,140 | $15.5M | 0.64% | +3,776+23.1% | Added |
| FFG Partners, LLC | 20,073 | $15.5M | 5.43% | +3,022+17.7% | Added |
| Global Retirement Partners, LLC | 20,058 | $15.5M | 0.44% | +1,075+5.7% | Added |
| Bamco Inc | 20,000 | $15.4M | 0.04% | −3,000−13.0% | Reduced |
| SBI Securities Co., Ltd. | 19,967 | $15.4M | 0.47% | +19,967 | New |
| Rowland & Co Investment Counsel | 19,820 | $15.3M | 3.20% | −799−3.9% | Reduced |
| Ashton Thomas Private Wealth, LLC | 19,808 | $15.3M | 0.60% | +3,450+21.1% | Added |
| Avitas Wealth Management LLC | 19,713 | $15.2M | 2.10% | +1,623+9.0% | Added |
| Bradley Foster & Sargent Inc | 19,693 | $15.2M | 0.26% | −930−4.5% | Reduced |
| Apollon Wealth Management, LLC | 19,651 | $15.2M | 0.35% | +5,421+38.1% | Added |
| Rossmore Private Capital | 19,609 | $15.2M | 1.87% | +461+2.4% | Added |
| National Mutual Insurance Federation of Agricultural Cooperatives | 19,600 | $15.1M | 0.13% | +2,600+15.3% | Added |
| Elser Financial Planning, Inc | 19,545 | $15.1M | 0.90% | −282−1.4% | Reduced |
| Schmidt P J Investment Management Inc | 19,488 | $15.0M | 2.61% | +345+1.8% | Added |
| Alerus Financial NA | 19,400 | $15.0M | 1.15% | −1,107−5.4% | Reduced |
| CenterBook Partners LP | 19,306 | $14.9M | 0.89% | +17,222+826.4% | Added |
| Washington Trust Co | 19,292 | $14.9M | 0.53% | −167−0.9% | Reduced |
| Park Avenue Securities LLC | 19,274 | $14.9M | 0.15% | +2,381+14.1% | Added |
| Chicago Partners Investment Group LLC | 18,897 | $14.9M | 0.49% | +369+2.0% | Added |
| Harvest Fund Management Co., Ltd | 19,209 | $14.8M | 0.69% | −1,314−6.4% | Reduced |
| Jackson Square Capital, LLC | 19,200 | $14.8M | 3.57% | −3,677−16.1% | Reduced |
| Capital Fund Management S.A. | 19,126 | $14.8M | 0.15% | +19,126 | New |
| Cozad Asset Management Inc | 19,103 | $14.7M | 1.38% | +1,037+5.7% | Added |
| Palisade Asset Management, LLC | 19,058 | $14.7M | 1.49% | −12−0.1% | Reduced |
| Phoenix Holdings Ltd. | 19,037 | $14.7M | 0.20% | +2,096+12.4% | Added |
| SkyOak Wealth, LLC | 18,965 | $14.6M | 3.13% | −499−2.6% | Reduced |
| Quest Investment Management LLC | 18,917 | $14.6M | 1.70% | +2,153+12.8% | Added |
| Savoie Capital LLC | 18,916 | $14.6M | 1.74% | +700+3.8% | Added |
| Cadinha & Co LLC | 18,860 | $14.6M | 2.42% | −105−0.6% | Reduced |
| Harbour Capital Advisors, LLC | 18,547 | $14.5M | 3.23% | −90.0% | Reduced |
| SJS Investment Consulting Inc. | 18,749 | $14.5M | 2.50% | −410−2.1% | Reduced |
| Hardman Johnston Global Advisors LLC | 18,723 | $14.5M | 0.60% | +9,376+100.3% | Added |
| Coastline Trust Co | 18,662 | $14.4M | 1.69% | −209−1.1% | Reduced |
| DuPont Capital Management Corp | 18,644 | $14.4M | 1.34% | 00.0% | Unchanged |
| Choate Investment Advisors | 18,490 | $14.3M | 0.34% | +40+0.2% | Added |
| Twin Capital Management Inc | 18,310 | $14.1M | 1.55% | +259+1.4% | Added |
| Bender Robert & Associates | 18,283 | $14.1M | 3.41% | +232+1.3% | Added |
| Longbow Finance SA | 18,253 | $14.1M | 1.54% | +864+5.0% | Added |
| Sage Advisors, LLC | 18,248 | $14.1M | 10.52% | −429−2.3% | Reduced |
| Alaska Permanent Fund Corp | 18,232 | $14.1M | 0.21% | 00.0% | Unchanged |
| Wedbush Securities Inc | 18,200 | $14.1M | 0.50% | −2,359−11.5% | Reduced |
| Colonial Trust Co | 18,136 | $14.0M | 2.08% | +254+1.4% | Added |
| Gimbal Financial | 18,128 | $14.0M | 11.45% | 00.0% | Unchanged |
| NorthCrest Asset Manangement, LLC | 18,126 | $14.0M | 0.42% | +11,280+164.8% | Added |
| IHT Wealth Management, LLC | 18,064 | $13.9M | 0.45% | −1,113−5.8% | Reduced |
| FineMark National Bank & Trust | 17,964 | $13.9M | 0.48% | +43+0.2% | Added |
| Biondo Investment Advisors, LLC | 17,941 | $13.9M | 1.91% | +117+0.7% | Added |
| Winthrop Capital Management, LLC | 17,881 | $13.8M | 3.68% | +17,881 | New |
| Principal Securities, Inc. | 17,851 | $13.8M | 0.31% | +2,662+17.5% | Added |
| Shelton Capital Management | 17,821 | $13.8M | 0.34% | +1,032+6.1% | Added |
| Venturi Wealth Management, LLC | 17,816 | $13.8M | 0.68% | +1,101+6.6% | Added |
| Eisler Capital Management Ltd. | 17,612 | $13.7M | 0.46% | +17,612 | New |
| Northside Capital Management, LLC | 17,625 | $13.6M | 3.62% | 00.0% | Unchanged |
| Gouws Capital LLC | 17,505 | $13.5M | 9.27% | −122−0.7% | Reduced |
| Spinnaker Trust | 17,469 | $13.5M | 0.85% | −386−2.2% | Reduced |
| Plato Investment Management Ltd | 17,315 | $13.4M | 0.99% | +511+3.0% | Added |
| Sigma Planning Corp | 17,339 | $13.4M | 0.42% | −1,382−7.4% | Reduced |
| Transcend Wealth Collective, LLC | 17,335 | $13.4M | 0.97% | +797+4.8% | Added |
| Vantage Investment Partners, LLC | 17,321 | $13.4M | 1.17% | +943+5.8% | Added |
| Ballentine Partners, LLC | 17,260 | $13.3M | 0.23% | +279+1.6% | Added |
| Community Trust & Investment Co | 17,251 | $13.3M | 0.82% | +4,696+37.4% | Added |
| NJ State Employees Deferred Compensation Plan | 17,160 | $13.2M | 1.61% | 00.0% | Unchanged |
| Pallas Capital Advisors LLC | 17,149 | $13.2M | 0.57% | +463+2.8% | Added |
| Codex Capital Asset Management L.L.C. | 17,000 | $13.1M | 5.93% | 00.0% | Unchanged |
| WCM Investment Management, LLC | 16,705 | $12.9M | 0.03% | +3,445+26.0% | Added |
| Independent Financial Group, LLC | 16,645 | $12.8M | 0.43% | −7,615−31.4% | Reduced |
| HBK Sorce Advisory LLC | 16,578 | $12.8M | 0.39% | −2,281−12.1% | Reduced |
| Pensionmark Financial Group, LLC | 16,574 | $12.8M | 0.35% | +2,145+14.9% | Added |
| Dorsey Wright & Associates | 16,569 | $12.8M | 3.05% | −2,164−11.6% | Reduced |
| SeaCrest Wealth Management, LLC | 16,564 | $12.8M | 1.34% | −113−0.7% | Reduced |
| Kinneret Advisory, LLC | 16,471 | $12.7M | 1.20% | −768−4.5% | Reduced |
| Monetary Management Group Inc | 16,470 | $12.7M | 3.30% | +340+2.1% | Added |
| Richard Bernstein Advisors LLC | 16,450 | $12.7M | 0.29% | 00.0% | Unchanged |
| Ratan Capital Management LP | 16,434 | $12.7M | 1.95% | +4,434+37.0% | Added |