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 |
|---|---|---|---|---|---|
| Greenfield Savings Bank | 857 | $707.8K | 0.35% | +12+1.4% | Added |
| Grant Private Wealth Management Inc | 859 | $709.5K | 0.77% | +469+120.3% | Added |
| Impact Partnership Wealth, LLC | 860 | $710.4K | 0.15% | −162−15.9% | Reduced |
| Claris Financial LLC | 924 | $713.2K | 0.47% | 00.0% | Unchanged |
| Portland Investment Counsel Inc. | 865 | $714.4K | 0.22% | 00.0% | Unchanged |
| Morris Retirement Advisors, LLC | 865 | $714.5K | 0.38% | −665−43.5% | Reduced |
| Sherman Asset Management, Inc. | 865 | $714.7K | 0.68% | −5,150−85.6% | Reduced |
| Madison Wealth Partners, Inc | 867 | $715.8K | 0.18% | −23−2.6% | Reduced |
| Knights of Columbus Asset Advisors LLC | 870 | $718.5K | 0.05% | −137−13.6% | Reduced |
| Dean Investment Associates, LLC | 870 | $718.5K | 0.11% | 00.0% | Unchanged |
| Graybill Bartz & Assoc Ltd | 870 | $718.5K | 0.25% | +870 | New |
| Total Clarity Wealth Management, Inc. | 933 | $720.1K | 0.24% | 00.0% | Unchanged |
| McNaughton Wealth Management, LLC | 872 | $720.2K | 0.35% | +109+14.3% | Added |
| Capula Management Ltd | 873 | $721.0K | 0.01% | +453+107.9% | Added |
| Sunburst Financial Group, LLC | 875 | $722.5K | 0.18% | 00.0% | Unchanged |
| Florida Financial Advisors, LLC | 876 | $722.5K | 0.28% | −461−34.5% | Reduced |
| Walkner Condon Financial Advisors LLC | 875 | $722.7K | 0.15% | +77+9.6% | Added |
| GSB Wealth Management, LLC | 876 | $723.3K | 0.19% | +56+6.8% | Added |
| GenTrust, LLC | 877 | $724.3K | 0.03% | +16+1.9% | Added |
| Severin Investments, LLC | 877 | $724.4K | 0.73% | +217+32.9% | Added |
| Baron Silver Stevens Financial Advisors, LLC | 878 | $725.0K | 0.13% | +14+1.6% | Added |
| Camelot Portfolios, LLC | 880 | $726.4K | 0.45% | +880 | New |
| Planning Alternatives Ltd | 880 | $726.8K | 0.11% | +315+55.8% | Added |
| Truvestments Capital LLC | 880 | $727.1K | 0.16% | +207+30.8% | Added |
| First Financial Bankshares Inc | 881 | $727.6K | 0.02% | −130−12.9% | Reduced |
| Avalon Trust Co | 881 | $727.6K | 0.06% | 00.0% | Unchanged |
| Independent Solutions Wealth Management, LLC | 881 | $727.6K | 0.16% | +6+0.7% | Added |
| Mason & Associates Inc | 883 | $729.3K | 0.18% | −24−2.6% | Reduced |
| Prudent Investors Network | 885 | $730.9K | 0.21% | +885 | New |
| Benchmark Financial Wealth Advisors, LLC | 885 | $731.2K | 0.28% | +27+3.1% | Added |
| Values Added Financial LLC | 886 | $731.8K | 0.41% | −86−8.8% | Reduced |
| eCIO, Inc. | 886 | $731.9K | 0.24% | +886 | New |
| Councilmark Asset Management, LLC | 887 | $732.6K | 0.49% | −15−1.7% | Reduced |
| Burns Matteson Capital Management, LLC | 887 | $732.9K | 0.39% | −467−34.5% | Reduced |
| Colonial River Wealth Management, LLC | 888 | $733.4K | 0.40% | −1,122−55.8% | Reduced |
| Key Financial Inc | 888 | $733.4K | 0.16% | 00.0% | Unchanged |
| GEM Asset Management, LLC | 911 | $733.6K | 0.41% | −66−6.8% | Reduced |
| YANKCOM Partnership | 889 | $734.2K | 0.40% | −36−3.9% | Reduced |
| Legacy Edge Advisors, LLC | 889 | $734.2K | 0.11% | −2−0.2% | Reduced |
| Abel Hall, LLC | 890 | $734.8K | 0.44% | −82−8.4% | Reduced |
| Foster & Motley Inc | 890 | $735.0K | 0.05% | −666−42.8% | Reduced |
| Next Capital Management LLC | 890 | $735.1K | 0.35% | +5+0.6% | Added |
| Coastal Investment Advisors, Inc. | 890 | $735.3K | 0.34% | −57−6.0% | Reduced |
| Horizon Financial Services, LLC | 891 | $735.9K | 0.41% | +1+0.1% | Added |
| Berbice Capital Management LLC | 892 | $736.7K | 0.63% | +20+2.3% | Added |
| Mayport, LLC | 892 | $737.0K | 0.20% | +279+45.5% | Added |
| Acorn Creek Capital LLC | 892 | $737.0K | 0.37% | −29−3.1% | Reduced |
| Consilio Wealth Advisors, LLC | 893 | $737.6K | 0.31% | +54+6.4% | Added |
| Northstar Asset Management LLC | 895 | $739.2K | 0.18% | +25+2.9% | Added |
| Trust Co of the South | 895 | $739.2K | 0.15% | +275+44.4% | Added |
| Laidlaw Wealth Management LLC | 896 | $740.0K | 2.20% | −982−52.3% | Reduced |
| Knightsbridge Asset Management, LLC | 898 | $741.5K | 0.19% | +85+10.5% | Added |
| Zuckerman Investment Group, LLC | 900 | $743.0K | 0.08% | −76−7.8% | Reduced |
| Harbor Advisors LLC | 900 | $743.3K | 0.13% | 00.0% | Unchanged |
| Signal Advisors Wealth, LLC | 907 | $749.1K | 0.07% | −8−0.9% | Reduced |
| Commonwealth Financial Services, LLC | 908 | $749.9K | 0.15% | −54−5.6% | Reduced |
| Wedgewood Investors Inc | 908 | $749.9K | 0.89% | −14−1.5% | Reduced |
| Roehl & Yi Investment Advisors, LLC | 909 | $750.8K | 0.41% | +71+8.5% | Added |
| Patton Albertson Miller Group, LLC | 910 | $751.6K | 0.11% | +9+1.0% | Added |
| OneAscent Family Office, LLC | 916 | $752.0K | 0.70% | +485+112.5% | Added |
| Ridgecrest Wealth Partners, LLC | 911 | $752.4K | 0.39% | 00.0% | Unchanged |
| Bourgeon Capital Management LLC | 912 | $753.0K | 0.16% | −487−34.8% | Reduced |
| Firethorn Wealth Partners, LLC | 912 | $753.3K | 0.36% | +55+6.4% | Added |
| City National Bank of Florida | 914 | $754.9K | 0.68% | +103+12.7% | Added |
| Sulzberger Capital Advisors, Inc. | 914 | $754.9K | 0.99% | −718−44.0% | Reduced |
| Core Wealth Partners LLC | 915 | $755.7K | 0.44% | +141+18.2% | Added |
| Security National Bank of So Dak | 916 | $756.5K | 0.43% | +116+14.5% | Added |
| Greystone Financial Group, LLC | 916 | $756.5K | 0.14% | +61+7.1% | Added |
| Centurion Wealth Management LLC | 980 | $756.6K | 0.24% | 00.0% | Unchanged |
| JPL Wealth Management, LLC | 918 | $758.4K | 0.22% | +19+2.1% | Added |
| Centerline Wealth Advisors, LLC | 919 | $759.0K | 0.45% | −28−3.0% | Reduced |
| Regatta Capital Group, LLC | 919 | $759.2K | 0.15% | +20+2.2% | Added |
| Convergence Investment Partners, LLC | 920 | $759.8K | 0.21% | −242−20.8% | Reduced |
| Encompass Wealth Advisors, LLC | 921 | $760.5K | 0.31% | −684−42.6% | Reduced |
| Mach-1 Financial Group, Inc. | 923 | $762.3K | 0.23% | +433+88.4% | Added |
| Concorde Asset Management, LLC | 1,015 | $764.8K | 0.41% | +115+12.8% | Added |
| First United Bank Trust | 926 | $764.8K | 0.29% | −10−1.1% | Reduced |
| Strait & Sound Wealth Management LLC | 931 | $768.7K | 0.36% | +4+0.4% | Added |
| RFP Financial Group LLC | 931 | $769.2K | 0.31% | −265−22.2% | Reduced |
| Financial Engines Advisors L.L.C. | 934 | $771.7K | 0.00% | −540−36.6% | Reduced |
| Milestone Asset Management, LLC | 935 | $772.7K | 0.16% | −10−1.1% | Reduced |
| Petix & Botte Co | 936 | $773.1K | 0.20% | 00.0% | Unchanged |
| Carolina Wealth Advisors, LLC | 937 | $773.9K | 0.42% | +647+223.1% | Added |
| Strategic Financial Concepts, LLC | 938 | $774.4K | 0.15% | +39+4.3% | Added |
| Mount Vernon Associates Inc | 940 | $776.0K | 0.63% | 00.0% | Unchanged |
| Copperleaf Capital, LLC | 941 | $777.2K | 0.46% | +941 | New |
| Ramirez Asset Management, Inc. | 942 | $778.0K | 0.16% | +942 | New |
| Altiora Financial Group, LLC | 944 | $779.7K | 0.17% | −30−3.1% | Reduced |
| Mathes Company, Inc. | 945 | $780.0K | 0.32% | +385+68.8% | Added |
| Oxbow Advisors, LLC | 945 | $780.5K | 0.08% | 00.0% | Unchanged |
| Chokshi & Queen Wealth Advisors, Inc | 946 | $781.7K | 0.52% | −14−1.5% | Reduced |
| Garrett Wealth Advisory Group, LLC | 947 | $782.1K | 0.17% | +5+0.5% | Added |
| von Borstel & Associates, Inc. | 949 | $783.0K | 0.23% | −10−1.0% | Reduced |
| CoreFirst Bank & Trust | 950 | $784.6K | 0.50% | 00.0% | Unchanged |
| American Trust Investment Advisors, LLC | 950 | $784.6K | 0.33% | +2+0.2% | Added |
| Manchester Financial Inc | 951 | $785.7K | 0.18% | +302+46.5% | Added |
| Plotkin Financial Advisors, LLC | 954 | $787.9K | 0.48% | 00.0% | Unchanged |
| Riverstone Advisors, LLC | 955 | $788.8K | 0.47% | −400−29.5% | Reduced |
| Dogwood Wealth Management LLC | 955 | $788.8K | 0.41% | +92+10.7% | Added |
| Widmann Financial Services, Inc. | 956 | $789.6K | 0.61% | 00.0% | Unchanged |