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 |
|---|---|---|---|---|---|
| Paulson Wealth Management Inc. | 958 | $791.2K | 0.22% | −141−12.8% | Reduced |
| Net Worth Advisory Group | 958 | $791.6K | 0.25% | +63+7.0% | Added |
| WMG Financial Advisors, LLC | 959 | $792.0K | 0.34% | +9+0.9% | Added |
| Bennett Selby Investments LP | 962 | $794.6K | 0.31% | +362+60.3% | Added |
| Opal Wealth Advisors, LLC | 963 | $795.4K | 0.25% | −53−5.2% | Reduced |
| Gateway Wealth Partners, LLC | 964 | $796.0K | 0.18% | −12−1.2% | Reduced |
| Tarbox Family Office, Inc. | 964 | $796.4K | 0.13% | 00.0% | Unchanged |
| Cavalier Investments, LLC | 966 | $797.8K | 0.27% | 00.0% | Unchanged |
| Triad Wealth Partners, LLC | 966 | $798.0K | 0.25% | +114+13.4% | Added |
| ProVise Management Group, LLC | 968 | $799.4K | 0.07% | −124−11.4% | Reduced |
| Falcon Wealth Planning | 968 | $799.8K | 0.09% | +85+9.6% | Added |
| Tranquility Partners, LLC | 970 | $801.1K | 0.31% | +46+5.0% | Added |
| Stonebridge Financial Group, LLC | 971 | $802.0K | 0.09% | −97−9.1% | Reduced |
| NWF Advisory Services Inc. | 972 | $803.0K | 0.11% | +129+15.3% | Added |
| Aspen Investment Management Inc | 973 | $804.0K | 0.37% | +46+5.0% | Added |
| Financial Management Professionals, Inc. | 974 | $804.4K | 0.10% | −49−4.8% | Reduced |
| Harvey Capital Management Inc | 975 | $805.3K | 0.21% | −50−4.9% | Reduced |
| Rossby Financial, LCC | 914 | $808.5K | 0.35% | +421+85.4% | Added |
| Crumly & Associates Inc. | 979 | $808.6K | 0.22% | +523+114.7% | Added |
| BankPlus Wealth Management LLC | 981 | $809.8K | 0.59% | −6−0.6% | Reduced |
| O'Brien Greene & Co. Inc | 982 | $811.0K | 0.27% | −1−0.1% | Reduced |
| GW Henssler & Associates Ltd | 983 | $811.9K | 0.05% | −64−6.1% | Reduced |
| Tandem Wealth Advisors LLC | 984 | $812.7K | 0.43% | +284+40.6% | Added |
| Hemington Wealth Management | 985 | $813.0K | 0.13% | +124+14.4% | Added |
| David J Yvars Group | 985 | $813.5K | 0.64% | −485−33.0% | Reduced |
| M. Kraus & Co | 985 | $813.5K | 0.25% | 00.0% | Unchanged |
| Accel Wealth Management | 986 | $814.6K | 0.29% | −72−6.8% | Reduced |
| Bingham Private Wealth, LLC | 990 | $817.7K | 0.85% | −79−7.4% | Reduced |
| Register Financial Advisors LLC | 990 | $817.8K | 0.43% | −200−16.8% | Reduced |
| JSF Financial, LLC | 991 | $818.6K | 0.22% | +5+0.5% | Added |
| Lewis Asset Management, LLC | 995 | $821.8K | 0.68% | −51−4.9% | Reduced |
| Grey Fox Wealth Advisors, LLC | 997 | $823.3K | 0.22% | +44+4.6% | Added |
| ABLE Financial Group, LLC | 997 | $823.4K | 0.23% | −13−1.3% | Reduced |
| NCP Inc. | 1,000 | $825.9K | 1.11% | −1,000−50.0% | Reduced |
| Promethium Advisors,llc | 1,000 | $825.9K | 0.53% | 00.0% | Unchanged |
| Two Sigma Securities, LLC | 1,000 | $825.9K | 0.13% | +649+184.9% | Added |
| Reliant Investment Management, LLC | 1,001 | $826.7K | 0.43% | −10−1.0% | Reduced |
| Financial Partners Group, Inc | 1,003 | $828.6K | 0.13% | +1+0.1% | Added |
| Talisman Wealth Advisors LLC | 1,004 | $829.4K | 0.85% | −81−7.5% | Reduced |
| Atwater Malick LLC | 1,005 | $830.1K | 0.28% | −20−2.0% | Reduced |
| BIP Wealth, LLC | 1,005 | $830.2K | 0.05% | −131−11.5% | Reduced |
| Annis Gardner Whiting Capital Advisors, LLC | 1,006 | $831.0K | 0.35% | +20+2.0% | Added |
| Tilia Fiduciary Partners, Inc. | 1,006 | $831.0K | 0.55% | 00.0% | Unchanged |
| Alexander Labrunerie & Co., Inc. | 1,010 | $834.2K | 0.36% | +27+2.7% | Added |
| WJ Wealth Management, LLC | 1,012 | $835.8K | 0.30% | −80−7.3% | Reduced |
| Curat Global, LLC | 1,015 | $837.9K | 1.02% | +1,015 | New |
| Lattice Capital Management, LLC | 1,018 | $840.8K | 0.87% | 00.0% | Unchanged |
| Capital Insight Partners, LLC | 1,018 | $840.8K | 0.15% | −406−28.5% | Reduced |
| Almanack Investment Partners, LLC. | 1,019 | $841.9K | 0.17% | +355+53.5% | Added |
| Golden State Wealth Management, LLC | 1,019 | $842.2K | 0.13% | +85+9.1% | Added |
| RPS Advisory Solutions LLC | 1,020 | $842.4K | 0.60% | +57+5.9% | Added |
| FLC Capital Advisors | 1,020 | $842.4K | 0.19% | −14−1.4% | Reduced |
| Donald L. Hagan, LLC | 1,020 | $842.4K | 0.44% | 00.0% | Unchanged |
| Sovran Advisors, LLC | 1,007 | $845.9K | 0.11% | +504+100.2% | Added |
| Long Island Wealth Management, Inc. | 1,025 | $846.6K | 0.52% | 00.0% | Unchanged |
| Lakeshore Capital Group, Inc. | 1,025 | $846.8K | 0.82% | +15+1.5% | Added |
| Davis Investment Partners, LLC | 1,123 | $846.8K | 0.37% | +62+5.8% | Added |
| BlackDiamond Wealth Management Inc. | 1,153 | $847.0K | 0.57% | +180+18.5% | Added |
| Leverty Financial Group, LLC | 1,026 | $847.4K | 0.35% | 00.0% | Unchanged |
| BWM Planning, LLC | 1,029 | $849.8K | 0.36% | 00.0% | Unchanged |
| Wallace Advisory Group, LLC | 1,101 | $850.0K | 0.59% | +738+203.3% | Added |
| Sunpointe, LLC | 1,030 | $850.4K | 0.45% | −100−8.8% | Reduced |
| Raleigh Capital Management Inc. | 1,030 | $851.0K | 0.39% | −265−20.5% | Reduced |
| Syntegra Private Wealth Group, LLC | 1,032 | $852.5K | 0.10% | +629+156.1% | Added |
| Cora Capital Advisors LLC | 1,033 | $853.4K | 0.41% | +21+2.1% | Added |
| Alta Capital Management LLC | 1,035 | $854.8K | 0.06% | +21+2.1% | Added |
| Wealth Advisors of Iowa, LLC | 1,038 | $857.4K | 0.37% | +139+15.5% | Added |
| Delta Wealth Advisors LLC | 1,039 | $858.1K | 0.78% | −81−7.2% | Reduced |
| Renaissance Investment Group LLC | 1,040 | $858.9K | 0.21% | 00.0% | Unchanged |
| CSM Advisors, LLC | 1,040 | $859.0K | 0.05% | −5−0.5% | Reduced |
| McRae Capital Management Inc | 1,041 | $859.8K | 0.18% | −20−1.9% | Reduced |
| VisionPoint Advisory Group, LLC | 1,042 | $860.6K | 0.29% | −16−1.5% | Reduced |
| SWMG, LLC | 974 | $861.5K | 0.34% | −5−0.5% | Reduced |
| Corundum Group, Inc. | 1,045 | $863.1K | 0.41% | −1,673−61.6% | Reduced |
| Wayfinding Financial, LLC | 1,047 | $864.0K | 0.38% | −41−3.8% | Reduced |
| Meridian Financial Partners LLC | 1,047 | $865.0K | 0.44% | +1,047 | New |
| Aft, Forsyth & Sober, LLC | 1,050 | $867.2K | 0.30% | 00.0% | Unchanged |
| Nicholson Wealth Management Group, LLC | 1,051 | $868.0K | 0.57% | +631+150.2% | Added |
| Allred Capital Management, LLC | 1,051 | $868.3K | 0.35% | −4−0.4% | Reduced |
| McGlone Suttner Wealth Management, Inc. | 1,052 | $869.0K | 0.14% | +284+37.0% | Added |
| Sittner & Nelson, LLC | 1,053 | $869.6K | 0.37% | +45+4.5% | Added |
| Chancellor Financial Group WB LP | 1,053 | $869.7K | 0.72% | −35−3.2% | Reduced |
| Kraematon Investment Advisors, Inc | 1,054 | $870.2K | 0.89% | −97−8.4% | Reduced |
| ORG Wealth Partners, LLC | 1,080 | $870.4K | 0.27% | −550−33.7% | Reduced |
| Applied Finance Capital Management, LLC | 1,054 | $870.5K | 0.06% | +199+23.3% | Added |
| Birinyi Associates Inc | 1,055 | $871.0K | 0.28% | 00.0% | Unchanged |
| Heritage Wealth Management, Inc. | 1,055 | $871.3K | 0.74% | +6+0.6% | Added |
| Jackson Hole Capital Partners, LLC | 1,056 | $871.8K | 0.17% | −215−16.9% | Reduced |
| Missouri Trust & Investment Co | 1,057 | $873.0K | 0.31% | −25−2.3% | Reduced |
| Leisure Capital Management | 1,058 | $873.8K | 0.36% | −16−1.5% | Reduced |
| Austin Private Wealth, LLC | 1,058 | $873.8K | 0.08% | +183+20.9% | Added |
| Kentucky Trust Co | 1,060 | $875.5K | 0.52% | −20−1.9% | Reduced |
| Thoma Capital Management LLC | 1,060 | $875.6K | 0.61% | 00.0% | Unchanged |
| N.E.W. Advisory Services LLC | 1,060 | $875.9K | 0.07% | +345+48.3% | Added |
| SRN Advisors, LLC | 1,062 | $877.1K | 0.99% | −24−2.2% | Reduced |
| Innova Wealth Partners | 1,064 | $878.8K | 0.54% | +1+0.1% | Added |
| Luts & Greenleigh Group, Inc | 1,064 | $878.8K | 0.87% | +79+8.0% | Added |
| Pettee Investors, Inc. | 1,066 | $880.4K | 0.52% | 00.0% | Unchanged |
| FC Advisory LLC | 1,067 | $881.2K | 0.30% | −578−35.1% | Reduced |
| Family Firm, Inc. | 1,068 | $881.9K | 0.20% | +2+0.2% | Added |