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 |
|---|---|---|---|---|---|
| LaSalle St. Investment Advisors, LLC | 1,070 | $883.0K | 0.21% | +301+39.1% | Added |
| Leigh Baldwin & Co., LLC | 1,069 | $883.1K | 0.71% | 00.0% | Unchanged |
| Northstar Group, Inc. | 1,070 | $883.7K | 0.14% | +17+1.6% | Added |
| Roof Eidam & Maycock | 1,070 | $883.7K | 0.23% | −200−15.7% | Reduced |
| McDonald Partners LLC | 1,070 | $883.7K | 0.23% | −10−0.9% | Reduced |
| Eads & Heald Wealth Management | 1,072 | $885.0K | 0.45% | −38−3.4% | Reduced |
| Key Client Fiduciary Advisors, LLC | 1,073 | $886.1K | 0.41% | +15+1.4% | Added |
| Navis Wealth Advisors, LLC | 1,073 | $886.3K | 0.87% | 00.0% | Unchanged |
| Fort Point Capital Partners LLC | 1,074 | $887.0K | 0.10% | −44−3.9% | Reduced |
| Eagle Strategies LLC | 1,076 | $888.6K | 0.15% | +4+0.4% | Added |
| New World Advisors LLC | 1,078 | $890.3K | 0.20% | +349+47.9% | Added |
| Modus Advisors, LLC | 1,079 | $891.3K | 0.29% | +279+34.9% | Added |
| Morton Community Bank | 1,080 | $892.0K | 0.23% | 00.0% | Unchanged |
| AGH Wealth Advisors, LLC | 1,083 | $894.5K | 0.86% | +35+3.3% | Added |
| Collective Family Office LLC | 1,084 | $895.3K | 0.24% | −285−20.8% | Reduced |
| Arvest Investments, Inc. | 1,085 | $896.2K | 0.14% | +180+19.9% | Added |
| Tudor Financial Inc. | 1,087 | $897.5K | 0.54% | +1+0.1% | Added |
| Ritter Daniher Financial Advisory LLC | 1,087 | $897.8K | 0.24% | −25−2.2% | Reduced |
| Clarus Wealth Advisors | 1,192 | $898.4K | 0.48% | +8+0.7% | Added |
| Millstone Evans Group, LLC | 1,088 | $898.6K | 0.61% | 00.0% | Unchanged |
| Ariadne Wealth Management, LP | 1,223 | $898.7K | 0.47% | +20+1.7% | Added |
| Ninepoint Partners LP | 1,089 | $899.4K | 0.16% | −90−7.6% | Reduced |
| Heritage Wealth Advisors | 1,090 | $900.2K | 0.05% | −38−3.4% | Reduced |
| Gemmer Asset Management LLC | 1,091 | $900.9K | 0.09% | 00.0% | Unchanged |
| Bouchey Financial Group Ltd | 1,091 | $900.9K | 0.08% | −16−1.4% | Reduced |
| LVZ Advisors, Inc. | 1,092 | $901.9K | 0.12% | +81+8.0% | Added |
| Alpine Bank Wealth Management | 1,093 | $902.7K | 0.14% | +1,093 | New |
| Consolidated Planning Corp | 1,093 | $902.7K | 0.12% | −95−8.0% | Reduced |
| Knuff & Co LLC | 1,095 | $904.4K | 0.30% | +196+21.8% | Added |
| Charter Oak Capital Management, LLC | 1,097 | $905.8K | 0.08% | +58+5.6% | Added |
| New Perspectives, Inc | 1,097 | $906.0K | 0.48% | 00.0% | Unchanged |
| PAX Financial Group, LLC | 1,097 | $906.0K | 0.16% | +77+7.5% | Added |
| Halter Ferguson Financial Inc. | 1,098 | $906.9K | 0.49% | −5,703−83.9% | Reduced |
| Silverlake Wealth Management LLC | 1,100 | $908.3K | 0.35% | −29−2.6% | Reduced |
| Godsey & Gibb Associates | 1,100 | $908.5K | 0.09% | 00.0% | Unchanged |
| Legacy Capital Wealth Partners, LLC | 1,101 | $909.5K | 0.22% | +259+30.8% | Added |
| Intelligence Driven Advisers, LLC | 1,102 | $910.3K | 0.18% | −669−37.8% | Reduced |
| JB Capital LLC | 1,102 | $910.4K | 0.05% | −7−0.6% | Reduced |
| Cercano Management LLC | 1,105 | $912.6K | 0.03% | 00.0% | Unchanged |
| Robinson Smith Wealth Advisors LLC | 1,105 | $912.6K | 0.76% | +10+0.9% | Added |
| Quantum Financial Advisors, LLC | 1,108 | $915.1K | 0.14% | 00.0% | Unchanged |
| Hardy Reed LLC | 1,108 | $915.1K | 0.08% | +610+122.5% | Added |
| Insight Advisors, LLC | 1,107 | $915.1K | 0.16% | +244+28.3% | Added |
| Riverbend Wealth Management, LLC | 1,109 | $916.2K | 0.82% | +34+3.2% | Added |
| Lifelong Wealth Advisors, Inc. | 1,110 | $916.8K | 0.43% | +10+0.9% | Added |
| Peloton Wealth Strategists | 1,111 | $918.0K | 0.38% | +44+4.1% | Added |
| World Equity Group, Inc. | 1,113 | $919.2K | 0.26% | +306+37.9% | Added |
| Stony Point Wealth Management Inc. | 1,113 | $919.6K | 0.39% | −95−7.9% | Reduced |
| Northstar Financial Companies, Inc. | 1,116 | $921.7K | 1.00% | +35+3.2% | Added |
| Dock Street Asset Management Inc | 1,118 | $923.4K | 0.11% | −34−3.0% | Reduced |
| Ameriflex Group, Inc. | 1,118 | $923.4K | 0.38% | +649+138.4% | Added |
| Fingerlakes Wealth Management, Inc. | 1,119 | $924.6K | 0.79% | +5+0.4% | Added |
| Aletheian Wealth Advisors LLC | 1,121 | $925.8K | 0.52% | +138+14.0% | Added |
| Monterey Private Wealth, Inc. | 1,122 | $926.8K | 0.27% | −109−8.9% | Reduced |
| Warner Financial, Inc | 1,123 | $927.0K | 0.41% | +633+129.2% | Added |
| Tran Capital Management, L.P. | 1,126 | $930.0K | 0.13% | 00.0% | Unchanged |
| Hamilton Capital, LLC | 1,126 | $930.2K | 0.06% | +37+3.4% | Added |
| Crew Capital Management, Ltd. | 1,127 | $930.8K | 0.76% | +75+7.1% | Added |
| Clearwater Capital Advisors, LLC | 1,128 | $931.6K | 0.09% | −8−0.7% | Reduced |
| Canopy Partners, LLC | 1,128 | $931.8K | 0.36% | +37+3.4% | Added |
| Washington Trust Advisors, Inc. | 1,130 | $933.4K | 0.08% | +6+0.5% | Added |
| Amarillo National Bank | 1,131 | $934.1K | 0.18% | −3,978−77.9% | Reduced |
| Birch Financial Group, LLC | 1,132 | $934.9K | 0.83% | +560+97.9% | Added |
| SS&H Financial Advisors, Inc. | 1,134 | $937.0K | 0.35% | 00.0% | Unchanged |
| Cambridge Financial Group, LLC | 1,139 | $939.8K | 0.40% | 00.0% | Unchanged |
| Aspire Growth Partners LLC | 1,212 | $941.1K | 0.83% | +58+5.0% | Added |
| Salomon & Ludwin, LLC | 1,140 | $941.5K | 0.10% | +396+53.2% | Added |
| Corundum Trust Company, INC | 1,145 | $945.7K | 2.73% | −33−2.8% | Reduced |
| Augustine Asset Management Inc | 1,147 | $947.3K | 0.28% | −481−29.5% | Reduced |
| Edgemoor Investment Advisors, Inc. | 1,147 | $947.8K | 0.09% | −76−6.2% | Reduced |
| Lathrop Investment Management Corp | 1,148 | $948.0K | 0.19% | −133−10.4% | Reduced |
| Genus Capital Management Inc. | 1,152 | $951.4K | 0.14% | +1,152 | New |
| Albion Financial Group | 1,153 | $952.3K | 0.07% | 00.0% | Unchanged |
| Ellis Investment Partners, LLC | 1,154 | $952.9K | 0.20% | −55−4.5% | Reduced |
| Headinvest, LLC | 1,155 | $953.9K | 0.19% | +365+46.2% | Added |
| Legacy Trust | 1,157 | $955.6K | 0.23% | +19+1.7% | Added |
| Mark Sheptoff Financial Planning, LLC | 1,159 | $957.2K | 0.53% | −250−17.7% | Reduced |
| LexAurum Advisors, LLC | 1,159 | $957.4K | 0.18% | −4−0.3% | Reduced |
| Fortitude Advisory Group L.L.C. | 1,303 | $957.9K | 0.69% | −184−12.4% | Reduced |
| Tributary Capital Management, LLC | 1,160 | $958.1K | 0.08% | −170−12.8% | Reduced |
| Private Client Services, LLC | 1,162 | $959.5K | 0.47% | −10−0.9% | Reduced |
| Christensen, King & Associates Investment Services, Inc. | 1,126 | $959.7K | 0.46% | 00.0% | Unchanged |
| Nexus Investment Management ULC | 809 | $961.1K | 0.11% | 00.0% | Unchanged |
| Richard W. Paul & Associates, LLC | 1,164 | $961.3K | 0.38% | +1+0.1% | Added |
| Global Trust Asset Management, LLC | 1,164 | $961.4K | 0.59% | −479−29.2% | Reduced |
| Addison Advisors LLC | 1,167 | $963.8K | 0.26% | +215+22.6% | Added |
| Patriot Financial Group Insurance Agency, LLC | 1,173 | $968.9K | 0.13% | +14+1.2% | Added |
| Wealth Quarterback LLC | 1,173 | $969.1K | 0.55% | +62+5.6% | Added |
| Compton Wealth Advisory Group, LLC | 1,174 | $969.6K | 0.27% | +166+16.5% | Added |
| Triumph Capital Management | 1,177 | $972.1K | 0.32% | −199−14.5% | Reduced |
| Opus Capital Group, LLC | 1,179 | $974.0K | 0.13% | −1,735−59.5% | Reduced |
| Onyx Bridge Wealth Group LLC | 1,182 | $976.6K | 0.14% | +155+15.1% | Added |
| Atlantic Edge Private Wealth Management, LLC | 1,183 | $976.9K | 0.30% | −5−0.4% | Reduced |
| Barings LLC | 1,191 | $983.7K | 0.02% | −478−28.6% | Reduced |
| Briaud Financial Planning, Inc | 1,194 | $986.0K | 0.39% | 00.0% | Unchanged |
| Integral Investment Advisors, Inc. | 1,194 | $986.1K | 0.31% | +1,194 | New |
| Security Financial Services, INC. | 1,195 | $987.0K | 0.20% | +45+3.9% | Added |
| International Private Wealth Advisors LLC | 1,196 | $987.7K | 0.95% | −44−3.5% | Reduced |
| Pointe Capital Management LLC | 1,196 | $987.8K | 0.58% | 00.0% | Unchanged |
| Hummer Financial Advisory Services Inc | 1,196 | $987.8K | 0.80% | 00.0% | Unchanged |