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 $942.8B in total; 4 superinvestors hold it, including ARK Invest and Soros Fund Management.
13F holders, Q1 2025
Institutional positions in Eli Lilly & Co as of Mar 31, 2025. 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
- 3,929
- +84 vs. Q4 2024
- Shares held
- 835.3M
- +60.4M (+7.8%) vs. Q4 2024
- Total value
- $688.4B
- +$90.7B (+15.2%) vs. Q4 2024
- New holders
- 253
- 1,799 more added
- Sold out
- 169
- 1,412 more reduced
69 institutions that held it in Q4 2024 haven't filed for Q1 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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 | $942.8B |
| Q1 2026 | 4,392 | $712.9B |
| Q4 2025 | 4,453 | $843.2B |
| Q3 2025 | 3,905 | $583.5B |
| Q2 2025 | 3,915 | $610.1B |
| Q1 2025 | 3,929 | $688.4B |
| Q4 2024 | 3,914 | $602.9B |
| Q3 2024 | 3,667 | $687.4B |
| Q2 2024 | 3,572 | $707.0B |
| Q1 2024 | 3,466 | $607.2B |
| Q4 2023 | 3,277 | $457.2B |
| Q3 2023 | 2,979 | $421.9B |
| Q2 2023 | 2,819 | $366.7B |
| Q1 2023 | 2,620 | $269.7B |
| Q4 2022 | 2,673 | $288.4B |
| Q3 2022 | 2,490 | $256.1B |
| Q2 2022 | 2,451 | $255.6B |
| Q1 2022 | 2,350 | $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, Q1 2025
Shares, value and share of portfolio for each institution holding Eli Lilly & Co; share changes are against Q4 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Cardinal Strategic Wealth Guidance | 640 | $528.6K | 0.17% | 00.0% | Unchanged |
| Readystate Asset Management LP | 641 | $529.4K | 0.03% | −170−21.0% | Reduced |
| Rosenberg Matthew Hamilton | 642 | $530.2K | 0.13% | −50−7.2% | Reduced |
| Revisor Wealth Management LLC | 642 | $530.3K | 0.24% | −65−9.2% | Reduced |
| Palo Alto Wealth Advisors, LLC | 712 | $531.5K | 0.21% | +20+2.9% | Added |
| GFS Advisors, LLC | 645 | $533.0K | 0.11% | 00.0% | Unchanged |
| Private Management Group Inc | 649 | $536.0K | 0.02% | 00.0% | Unchanged |
| Goodwin Investment Advisory | 649 | $536.0K | 0.83% | +386+146.8% | Added |
| 4WEALTH Advisors, Inc. | 649 | $536.2K | 0.59% | −49−7.0% | Reduced |
| Carmel Capital Partners, LLC | 649 | $536.2K | 0.21% | +20+3.2% | Added |
| Center For Asset Management LLC | 650 | $536.7K | 0.33% | +1+0.2% | Added |
| Terril Brothers, Inc. | 650 | $536.8K | 0.25% | −158−19.6% | Reduced |
| Montgomery Investment Management Inc | 650 | $536.8K | 0.21% | 00.0% | Unchanged |
| Arlington Financial Advisors, LLC | 650 | $536.8K | 0.09% | +142+28.0% | Added |
| IMZ Advisory Inc | 652 | $538.2K | 0.24% | −10−1.5% | Reduced |
| Reston Wealth Management LLC | 652 | $538.3K | 0.22% | +15+2.4% | Added |
| Runnymede Capital Advisors, Inc. | 653 | $539.3K | 0.52% | −3−0.5% | Reduced |
| Forefront Wealth Partners, LLC | 653 | $539.4K | 0.37% | +105+19.2% | Added |
| Delta Asset Management LLC | 654 | $540.2K | 0.05% | 00.0% | Unchanged |
| TCFG Wealth Management, LLC | 655 | $541.0K | 0.27% | +25+4.0% | Added |
| Aspiriant, LLC | 656 | $542.0K | 0.02% | +17+2.7% | Added |
| North Forty Two & Co. | 659 | $544.3K | 0.60% | +5+0.8% | Added |
| J Hagan Capital, Inc. | 705 | $544.3K | 0.44% | +705 | New |
| Arvest Bank Trust Division | 660 | $545.1K | 0.03% | +185+38.9% | Added |
| Centerpoint Advisory Group | 660 | $545.1K | 0.54% | −6−0.9% | Reduced |
| BluePointe Capital Management, LLC | 660 | $545.1K | 0.21% | +275+71.4% | Added |
| B.O.S.S. Retirement Advisors, LLC | 661 | $546.1K | 0.16% | +140+26.9% | Added |
| Keener Financial Planning LLC | 664 | $548.0K | 0.36% | +130+24.3% | Added |
| Somerset Trust Co | 664 | $548.4K | 0.20% | −2−0.3% | Reduced |
| Walker Asset Management, LLC | 664 | $548.4K | 0.33% | −29−4.2% | Reduced |
| Wharton Business Group, LLC | 665 | $549.0K | 0.02% | +60+9.9% | Added |
| Goldstein Advisors, LLC | 665 | $549.2K | 0.08% | +38+6.1% | Added |
| Seaside Wealth Management, Inc. | 665 | $549.2K | 0.20% | +15+2.3% | Added |
| Howard Wealth Management, LLC | 665 | $549.2K | 0.31% | +7+1.1% | Added |
| Shoker Investment Counsel, Inc. | 666 | $550.6K | 0.19% | 00.0% | Unchanged |
| LeClair Wealth Partners LLC | 667 | $550.9K | 0.40% | +1+0.2% | Added |
| Triune Financial Partners, LLC | 668 | $551.5K | 0.18% | +35+5.5% | Added |
| New Hampshire Trust | 668 | $551.7K | 0.13% | −32−4.6% | Reduced |
| Wallace Capital Management Inc. | 670 | $553.4K | 0.07% | −335−33.3% | Reduced |
| Gradient Investments LLC | 670 | $553.4K | 0.01% | +298+80.1% | Added |
| Francis Financial, Inc. | 670 | $553.6K | 0.13% | −218−24.5% | Reduced |
| Ring Mountain Capital, LLC | 673 | $555.8K | 0.42% | −18−2.6% | Reduced |
| Warwick Investment Management, Inc. | 673 | $555.8K | 0.12% | +160+31.2% | Added |
| Middleton & Co Inc | 675 | $557.5K | 0.07% | −61−8.3% | Reduced |
| TigerOak Management, L.L.C. | 676 | $558.3K | 0.22% | 00.0% | Unchanged |
| Inspirion Wealth Advisors, LLC | 676 | $558.5K | 0.08% | +53+8.5% | Added |
| Griffin Asset Management, Inc. | 678 | $560.0K | 0.07% | 00.0% | Unchanged |
| Strategic Investment Solutions, Inc. | 678 | $560.0K | 0.16% | +1+0.1% | Added |
| Karpus Management, Inc. | 680 | $561.6K | 0.02% | 00.0% | Unchanged |
| Fearless Solutions, LLC dba Best Invest | 682 | $563.3K | 0.44% | −1−0.1% | Reduced |
| Capital Investment Counsel, Inc | 682 | $563.3K | 0.08% | +40+6.2% | Added |
| Powell Investment Advisors, LLC | 683 | $564.1K | 0.28% | 00.0% | Unchanged |
| Alliance Wealth Advisors, LLC | 684 | $564.9K | 0.33% | −54−7.3% | Reduced |
| Flossbach Von Storch AG | 685 | $565.7K | 0.00% | +685 | New |
| MPS Loria Financial Planners, LLC | 686 | $566.4K | 0.17% | −5−0.7% | Reduced |
| Lazari Capital Management, Inc. | 686 | $566.7K | 0.23% | −472−40.8% | Reduced |
| Helium Advisors LLC | 688 | $568.2K | 0.41% | 00.0% | Unchanged |
| Fiduciary Financial Group, LLC | 788 | $568.3K | 0.12% | +1+0.1% | Added |
| Advantage Trust Co | 690 | $569.9K | 0.35% | 00.0% | Unchanged |
| Corient IA LLC | 690 | $569.9K | 0.40% | +690 | New |
| Eaton-Cambridge Inc. | 692 | $571.5K | 0.25% | 00.0% | Unchanged |
| Gitterman Wealth Management, LLC | 693 | $572.2K | 0.15% | +143+26.0% | Added |
| Vestia Personal Wealth Advisors | 694 | $573.3K | 0.45% | −84−10.8% | Reduced |
| Octavia Wealth Advisors, LLC | 694 | $573.4K | 0.07% | −41−5.6% | Reduced |
| Scott Capital Advisors, LLC | 695 | $574.1K | 0.17% | +12+1.8% | Added |
| Kaye Capital Management | 696 | $574.8K | 0.23% | +1+0.1% | Added |
| Quantum Private Wealth, LLC | 696 | $575.2K | 0.22% | −200−22.3% | Reduced |
| Brandywine Managers, LLC | 697 | $575.7K | 0.69% | 00.0% | Unchanged |
| Bolthouse Investments, LLC | 700 | $578.1K | 0.60% | 00.0% | Unchanged |
| Hoertkorn Richard Charles | 700 | $578.1K | 0.27% | 00.0% | Unchanged |
| Hall Laurie J Trustee | 700 | $578.1K | 0.21% | 00.0% | Unchanged |
| Taylor Hoffman Capital Management LLC | 719 | $579.0K | 0.21% | −10−1.4% | Reduced |
| Howard Financial Services, Ltd. | 701 | $579.4K | 0.08% | +69+10.9% | Added |
| Acorn Wealth Advisors, LLC | 702 | $580.0K | 0.24% | +11+1.6% | Added |
| Peterson Wealth Advisors, LLC | 804 | $582.1K | 0.11% | +1+0.1% | Added |
| Retirement Planning Group, LLC | 706 | $582.7K | 0.59% | +2+0.3% | Added |
| Next Level Private LLC | 707 | $583.5K | 0.22% | +1+0.1% | Added |
| CJM Wealth Advisers, Ltd. | 707 | $583.8K | 0.21% | 00.0% | Unchanged |
| Caliber Wealth Management, LLC | 707 | $583.9K | 0.08% | +707 | New |
| Embree Financial Group | 710 | $586.2K | 0.10% | +15+2.2% | Added |
| Verum Partners LLC | 711 | $587.3K | 0.16% | +28+4.1% | Added |
| Passive Capital Management, LLC. | 713 | $588.9K | 0.19% | −5−0.7% | Reduced |
| Mascoma Wealth Management LLC | 714 | $589.4K | 0.15% | −25−3.4% | Reduced |
| Walled Lake Planning & Wealth Management, LLC | 714 | $589.7K | 0.21% | 00.0% | Unchanged |
| Masso Torrence Wealth Management Inc. | 714 | $589.9K | 0.31% | +5+0.7% | Added |
| Signature Wealth Management Group | 715 | $590.5K | 0.23% | 00.0% | Unchanged |
| Sentinus, LLC | 716 | $591.5K | 0.17% | +142+24.7% | Added |
| Harrell Investment Partners, LLC | 718 | $593.3K | 0.18% | +184+34.5% | Added |
| CWS Financial Advisors, LLC | 719 | $593.6K | 0.19% | +2+0.3% | Added |
| Rise Advisors, LLC | 719 | $594.0K | 0.26% | +59+8.9% | Added |
| Lynx Capital Group Ltd | 720 | $594.7K | 0.31% | −50−6.5% | Reduced |
| Main Management ETF Advisors, LLC | 721 | $595.0K | 0.04% | +9+1.3% | Added |
| Virtue Capital Management, LLC | 721 | $595.1K | 0.07% | +184+34.3% | Added |
| Bank of New Hampshire | 721 | $595.5K | 0.16% | −39−5.1% | Reduced |
| Montis Financial, LLC | 721 | $595.7K | 0.18% | −30−4.0% | Reduced |
| Mine & Arao Wealth Creation & Management, LLC. | 722 | $596.3K | 0.29% | +200+38.3% | Added |
| W.H. Cornerstone Investments Inc. | 722 | $596.5K | 0.41% | −60−7.7% | Reduced |
| McIlrath & Eck, LLC | 722 | $596.6K | 0.07% | +101+16.3% | Added |
| GFG Capital, LLC | 724 | $598.0K | 0.18% | +415+134.3% | Added |
| Resurgent Financial Advisors LLC | 724 | $598.1K | 0.36% | +26+3.7% | Added |