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 |
|---|---|---|---|---|---|
| Karani Asset Management LLC | 725 | $598.8K | 0.63% | +725 | New |
| Liberty Square Wealth Partners LLC | 726 | $599.6K | 0.23% | +22+3.1% | Added |
| Sage Capital Management, LLC | 727 | $600.7K | 0.33% | −157−17.8% | Reduced |
| Legacy Financial Strategies, LLC | 728 | $601.7K | 0.13% | +43+6.3% | Added |
| Eagle Bay Advisors LLC | 732 | $604.4K | 0.51% | +26+3.7% | Added |
| Cherrydale Wealth Management, LLC | 735 | $606.8K | 0.24% | −6−0.8% | Reduced |
| Ssi Investment Management LLC | 736 | $607.9K | 0.05% | 00.0% | Unchanged |
| Drucker Wealth 3.0, LLC | 738 | $609.3K | 0.13% | +139+23.2% | Added |
| Wedge Capital Management L L P | 738 | $609.5K | 0.01% | +90+13.9% | Added |
| Barrett & Company, Inc. | 740 | $611.2K | 0.26% | +1+0.1% | Added |
| QTR Family Wealth, LLC | 741 | $612.2K | 0.46% | +741 | New |
| Atlanta Consulting Group Advisors, LLC | 742 | $612.8K | 0.18% | −9−1.2% | Reduced |
| Profit Investment Management, LLC | 742 | $612.8K | 0.57% | 00.0% | Unchanged |
| Jackson Thornton Asset Management, LLC | 730 | $613.2K | 0.08% | −49−6.3% | Reduced |
| Portland Global Advisors LLC | 744 | $614.5K | 0.08% | +12+1.6% | Added |
| McDonough Capital Management, Inc | 744 | $614.5K | 0.40% | +118+18.8% | Added |
| Sovereign Financial Group, Inc. | 744 | $614.6K | 0.14% | −4−0.5% | Reduced |
| Atala Financial Inc | 745 | $615.3K | 0.46% | 00.0% | Unchanged |
| GGM Financials LLC | 747 | $617.1K | 0.42% | +1+0.1% | Added |
| Castleview Partners, LLC | 750 | $619.4K | 0.42% | +53+7.6% | Added |
| Alpine Woods Capital Investors, LLC | 750 | $619.4K | 0.16% | −33−4.2% | Reduced |
| Horan Capital Advisors, LLC. | 750 | $619.4K | 0.21% | 00.0% | Unchanged |
| Harbert Fund Advisors, Inc. | 750 | $619.4K | 0.72% | +750 | New |
| Strive Asset Management, LLC | 752 | $621.1K | 0.43% | +154+25.8% | Added |
| Culbertson A N & Co Inc | 753 | $621.9K | 0.10% | +441+141.3% | Added |
| SOL Capital Management CO | 756 | $624.0K | 0.07% | 00.0% | Unchanged |
| Morton Capital Management LLC | 756 | $624.7K | 0.12% | +36+5.0% | Added |
| Twin Peaks Wealth Advisors, LLC | 828 | $626.7K | 0.29% | +46+5.9% | Added |
| Center for Financial Planning, Inc. | 759 | $626.9K | 0.08% | −55−6.8% | Reduced |
| Duncker Streett & Co Inc | 761 | $628.3K | 0.12% | −99−11.5% | Reduced |
| DT Investment Partners, LLC | 762 | $629.3K | 0.06% | 00.0% | Unchanged |
| Nicollet Investment Management, Inc. | 764 | $631.0K | 0.22% | +111+17.0% | Added |
| Y.D. More Investments Ltd | 948 | $632.3K | 0.06% | +777+454.4% | Added |
| TSFG, LLC | 766 | $633.0K | 0.13% | +53+7.4% | Added |
| Anchor Capital Advisors LLC | 767 | $633.5K | 0.02% | 00.0% | Unchanged |
| Peoples Bank | 767 | $633.5K | 0.42% | −1,547−66.9% | Reduced |
| Prudent Man Advisors, LLC | 768 | $634.3K | 0.23% | +91+13.4% | Added |
| Great Waters Wealth Management | 770 | $635.7K | 0.09% | −102−11.7% | Reduced |
| Coign Capital Advisors LLC | 771 | $636.8K | 0.49% | −6−0.8% | Reduced |
| Atlas Legacy Advisors, LLC | 771 | $636.8K | 0.16% | +7+0.9% | Added |
| DMG Group, LLC | 772 | $637.6K | 0.52% | −60−7.2% | Reduced |
| St. Louis Trust Co | 773 | $638.4K | 0.09% | +187+31.9% | Added |
| Benin Management CORP | 775 | $640.1K | 0.18% | +16+2.1% | Added |
| Aberdeen Wealth Management LLC | 776 | $640.9K | 0.44% | 00.0% | Unchanged |
| Topsail Wealth Management, LLC | 776 | $640.9K | 0.13% | +45+6.2% | Added |
| McDaniel Terry & Co | 777 | $642.0K | 0.06% | −1,018−56.7% | Reduced |
| Signature Wealth Management Partners, LLC | 781 | $645.3K | 0.42% | +270+52.8% | Added |
| Wulff, Hansen & Co. | 785 | $648.3K | 0.59% | 00.0% | Unchanged |
| Apriem Advisors | 785 | $648.3K | 0.08% | +37+4.9% | Added |
| Pasadena Private Wealth, LLC | 786 | $649.2K | 0.13% | 00.0% | Unchanged |
| Motiv8 Investments LLC | 786 | $649.4K | 0.43% | 00.0% | Unchanged |
| Kinloch Capital, LLC | 789 | $651.5K | 0.31% | −114−12.6% | Reduced |
| C2C Wealth Management, LLC | 790 | $652.5K | 0.61% | 00.0% | Unchanged |
| Greenhouse Wealth Management, LLC | 794 | $653.2K | 0.49% | 00.0% | Unchanged |
| waypoint wealth counsel | 792 | $654.2K | 0.41% | +161+25.5% | Added |
| Brady Martz Wealth Solutions, LLC | 794 | $655.9K | 0.15% | −344−30.2% | Reduced |
| Cacti Asset Management LLC | 800 | $658.0K | 0.05% | 00.0% | Unchanged |
| Sterling Financial Planning, Inc. | 798 | $659.2K | 0.24% | +32+4.2% | Added |
| WT Wealth Management | 800 | $660.7K | 0.21% | 00.0% | Unchanged |
| Dymon Asia Capital (Singapore) Pte. Ltd. | 800 | $660.7K | 0.53% | +800 | New |
| Avaii Wealth Management, LLC | 801 | $661.9K | 0.35% | +13+1.6% | Added |
| IFG Advisors, LLC | 804 | $664.0K | 0.13% | 00.0% | Unchanged |
| Twelve Points Wealth Management LLC | 807 | $666.5K | 0.18% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 813 | $670.0K | 0.01% | −2,100−72.1% | Reduced |
| Lodestar Private Asset Management LLC | 812 | $670.4K | 0.08% | −22−2.6% | Reduced |
| SOA Wealth Advisors, LLC. | 11,351 | $670.6K | 0.14% | +10,426+1,127.1% | Added |
| Kaizen Financial Strategies | 813 | $671.5K | 0.39% | +114+16.3% | Added |
| Diamant Asset Management, Inc. | 814 | $672.3K | 0.51% | 00.0% | Unchanged |
| Springhill Fund Asset Management (HK) Co Ltd | 816 | $673.9K | 3.23% | +816 | New |
| Cardiff Park Advisors, LLC | 821 | $678.1K | 0.07% | 00.0% | Unchanged |
| Cyr Financial Inc. | 821 | $678.1K | 0.61% | +91+12.5% | Added |
| Centricity Wealth Management, LLC | 823 | $679.7K | 0.62% | −3−0.4% | Reduced |
| Hexagon Capital Partners LLC | 823 | $679.9K | 0.13% | −35−4.1% | Reduced |
| MBE Wealth Management, LLC | 824 | $680.5K | 0.33% | +220+36.4% | Added |
| WESPAC Advisors SoCal, LLC | 825 | $681.4K | 0.18% | −1,035−55.6% | Reduced |
| City Center Advisors, LLC | 825 | $681.4K | 0.80% | +260+46.0% | Added |
| Menard Financial Group LLC | 881 | $682.9K | 0.45% | +71+8.8% | Added |
| Main Line Retirement Advisors, LLC | 828 | $684.0K | 0.44% | 00.0% | Unchanged |
| Goldstream Capital Management Ltd | 829 | $684.7K | 0.46% | 00.0% | Unchanged |
| Capital Management Associates, Inc | 830 | $685.2K | 0.16% | +416+100.5% | Added |
| Trueblood Wealth Management, LLC | 831 | $686.3K | 0.32% | −5−0.6% | Reduced |
| Smith Thornton Advisors LLC | 831 | $686.4K | 0.43% | +37+4.7% | Added |
| Focused Wealth Management, Inc | 841 | $694.4K | 0.09% | +150+21.7% | Added |
| one8zero8, LLC | 842 | $695.4K | 0.16% | +1+0.1% | Added |
| Fountainhead AM, LLC | 843 | $696.4K | 0.11% | +51+6.4% | Added |
| Members Wealth LLC | 843 | $696.5K | 0.53% | +23+2.8% | Added |
| Motive Wealth Advisors | 845 | $697.9K | 0.37% | −29−3.3% | Reduced |
| Detalus Advisors, LLC | 845 | $698.1K | 0.22% | +37+4.6% | Added |
| Investment Advisory Group, LLC | 846 | $698.3K | 0.23% | +79+10.3% | Added |
| Equita Financial Network, Inc. | 846 | $698.7K | 0.24% | +53+6.7% | Added |
| Drake & Associates, LLC | 846 | $699.0K | 0.20% | +113+15.4% | Added |
| Christopher J. Hasenberg, Inc | 870 | $700.5K | 0.29% | 00.0% | Unchanged |
| Baltimore-Washington Financial Advisors, Inc. | 849 | $701.2K | 0.04% | +17+2.0% | Added |
| Beacon Financial Strategies CORP | 850 | $702.3K | 0.47% | 00.0% | Unchanged |
| Summit Financial Wealth Advisors, LLC | 852 | $703.4K | 0.14% | −26−3.0% | Reduced |
| Greenwood Gearhart Inc | 852 | $703.7K | 0.05% | −11−1.3% | Reduced |
| Willner & Heller, LLC | 854 | $705.2K | 0.65% | +13+1.5% | Added |
| PFW Advisors LLC | 855 | $706.2K | 0.22% | −3−0.3% | Reduced |
| Davidson Trust Co | 855 | $706.2K | 0.34% | +320+59.8% | Added |
| PrairieView Partners, LLC | 856 | $707.0K | 0.07% | +30+3.6% | Added |