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 $942.7B 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
- 3,928
- +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
- 1,798 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 | $942.7B |
| Q1 2026 | 4,391 | $712.9B |
| Q4 2025 | 4,452 | $843.2B |
| Q3 2025 | 3,904 | $583.5B |
| Q2 2025 | 3,914 | $610.1B |
| Q1 2025 | 3,928 | $688.4B |
| Q4 2024 | 3,913 | $602.9B |
| Q3 2024 | 3,666 | $687.4B |
| Q2 2024 | 3,571 | $707.0B |
| Q1 2024 | 3,465 | $607.2B |
| Q4 2023 | 3,276 | $457.2B |
| Q3 2023 | 2,978 | $421.9B |
| Q2 2023 | 2,818 | $366.7B |
| Q1 2023 | 2,619 | $269.7B |
| Q4 2022 | 2,672 | $288.4B |
| Q3 2022 | 2,489 | $256.1B |
| Q2 2022 | 2,450 | $255.6B |
| Q1 2022 | 2,349 | $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 |
|---|---|---|---|---|---|
| Ransom Advisory, Ltd | 1,196 | $987.8K | 0.49% | 00.0% | Unchanged |
| Potentia Wealth | 1,198 | $989.4K | 0.46% | 00.0% | Unchanged |
| Joel Adams & Associates, Inc. | 1,199 | $990.3K | 0.89% | 00.0% | Unchanged |
| Bluesphere Advisors, LLC | 1,201 | $991.9K | 0.57% | +28+2.4% | Added |
| Riverwater Partners LLC | 1,201 | $991.9K | 0.51% | +133+12.5% | Added |
| Lavaca Capital LLC | 1,202 | $992.7K | 0.45% | −53−4.2% | Reduced |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 1,233 | $993.1K | 0.08% | −255−17.1% | Reduced |
| Intrua Financial, LLC | 1,203 | $993.6K | 0.16% | −39−3.1% | Reduced |
| Up Strategic Wealth Investment Advisors LLC | 1,203 | $993.8K | 0.88% | +482+66.9% | Added |
| Brucke Financial, Inc. | 1,106 | $994.5K | 0.86% | −11−1.0% | Reduced |
| Newman Dignan & Sheerar, Inc. | 1,205 | $995.2K | 0.27% | −114−8.6% | Reduced |
| CFC Planning Co LLC | 1,208 | $998.0K | 1.09% | +59+5.1% | Added |
| Shelton Wealth Management, LLC | 1,210 | $999.4K | 0.57% | +55+4.8% | Added |
| Mindset Wealth Management, LLC | 1,212 | $1.00M | 0.39% | +8+0.7% | Added |
| Yarbrough Capital, LLC | 1,213 | $1.00M | 0.04% | +1,213 | New |
| Rothschild Capital Partners, LLC | 1,214 | $1.00M | 0.26% | +230+23.4% | Added |
| Advyzon Investment Management, LLC | 1,215 | $1.00M | 0.35% | +337+38.4% | Added |
| Ocean Capital Management, LLC | 1,218 | $1.01M | 0.24% | +3+0.2% | Added |
| Worth Financial Advisory Group, LLC | 1,221 | $1.01M | 0.64% | +918+303.0% | Added |
| Exchange Bank | 1,221 | $1.01M | 0.81% | +10+0.8% | Added |
| Trilogy Capital Inc. | 1,224 | $1.01M | 0.05% | −59−4.6% | Reduced |
| Gilliland Jeter Wealth Management LLC | 1,224 | $1.01M | 0.36% | 00.0% | Unchanged |
| Northwest Wealth Management, LLC | 1,224 | $1.01M | 0.20% | +40+3.4% | Added |
| National Wealth Management Group, LLC | 1,226 | $1.01M | 0.67% | +900+276.1% | Added |
| Phillips Financial Management, LLC | 1,226 | $1.01M | 0.08% | −3−0.2% | Reduced |
| Wealth Management Strategies, Inc. | 1,228 | $1.01M | 0.68% | +2+0.2% | Added |
| Nicolet Bankshares Inc | 1,228 | $1.01M | 0.20% | −5−0.4% | Reduced |
| Clarendon Private LLC | 1,230 | $1.02M | 1.07% | −251−16.9% | Reduced |
| Prentice Wealth Management LLC | 1,230 | $1.02M | 0.29% | +24+2.0% | Added |
| Inscription Capital, LLC | 1,306 | $1.02M | 0.17% | +1,306 | New |
| Scientech Research LLC | 1,232 | $1.02M | 0.27% | +1,232 | New |
| Vantage Point Financial LLC | 1,233 | $1.02M | 0.51% | +152+14.1% | Added |
| Pacific Point Advisors, LLC | 1,235 | $1.02M | 0.57% | 00.0% | Unchanged |
| New Republic Capital, LLC | 1,235 | $1.02M | 0.44% | −13−1.0% | Reduced |
| Old Port Advisors | 1,236 | $1.02M | 0.30% | −47−3.7% | Reduced |
| BCJ Capital Management, LLC | 1,238 | $1.02M | 0.07% | −1,058−46.1% | Reduced |
| Altrius Capital Management Inc | 1,238 | $1.02M | 0.25% | −26−2.1% | Reduced |
| Acorns Advisers, LLC | 1,239 | $1.02M | 0.01% | +107+9.5% | Added |
| New Wave Wealth Advisors LLC | 1,239 | $1.02M | 0.46% | +381+44.4% | Added |
| Synergy Investment Management, LLC | 1,240 | $1.02M | 0.43% | −20−1.6% | Reduced |
| Swisher Financial Concepts, Inc. | 1,240 | $1.02M | 0.85% | +53+4.5% | Added |
| Plum Street Advisors, LLC | 1,243 | $1.03M | 0.49% | 00.0% | Unchanged |
| Wealth Management Partners, LLC | 1,247 | $1.03M | 0.48% | −100−7.4% | Reduced |
| First National Bank Sioux Falls | 1,247 | $1.03M | 0.42% | 00.0% | Unchanged |
| Financial Council Asset Management Inc | 1,247 | $1.03M | 0.56% | 00.0% | Unchanged |
| Miller Investment Management, LP | 1,250 | $1.03M | 0.11% | 00.0% | Unchanged |
| Granite FO LLC | 1,250 | $1.03M | 0.59% | 00.0% | Unchanged |
| Fermata Advisors, LLC | 1,251 | $1.03M | 0.19% | +338+37.0% | Added |
| Aldebaran Financial Inc. | 1,252 | $1.03M | 1.26% | −10−0.8% | Reduced |
| PPS&V Asset Management Consultants, Inc. | 1,252 | $1.03M | 0.75% | −58−4.4% | Reduced |
| Sigma Investment Counselors Inc | 1,254 | $1.04M | 0.06% | −64−4.9% | Reduced |
| Five Oceans Advisors | 1,254 | $1.04M | 0.50% | +9+0.7% | Added |
| Victory Financial Group, LLC | 1,256 | $1.04M | 0.20% | +199+18.8% | Added |
| GoalVest Advisory LLC | 1,255 | $1.04M | 0.28% | +42+3.5% | Added |
| Orrstown Financial Services Inc | 1,260 | $1.04M | 0.25% | −117−8.5% | Reduced |
| HCR Wealth Advisors | 1,260 | $1.04M | 0.14% | 00.0% | Unchanged |
| Interchange Capital Partners, LLC | 1,260 | $1.04M | 0.29% | +79+6.7% | Added |
| Avantra Family Wealth, Inc. | 1,263 | $1.04M | 1.00% | −17−1.3% | Reduced |
| Mission Creek Capital Partners, Inc. | 1,264 | $1.04M | 0.25% | +19+1.5% | Added |
| CNB Bank | 1,266 | $1.05M | 0.53% | +11+0.9% | Added |
| Guidance Capital, Inc | 1,271 | $1.05M | 0.32% | +84+7.1% | Added |
| Balentine LLC | 1,267 | $1.05M | 0.04% | 00.0% | Unchanged |
| Successful Portfolios LLC | 1,269 | $1.05M | 0.71% | +5+0.4% | Added |
| Vista Wealth Management Group, LLC | 1,270 | $1.05M | 0.07% | +131+11.5% | Added |
| Camden National Bank | 1,270 | $1.05M | 0.16% | −146−10.3% | Reduced |
| Game Plan Financial Advisors, LLC | 1,270 | $1.05M | 0.51% | 00.0% | Unchanged |
| Traphagen Investment Advisors LLC | 1,271 | $1.05M | 0.11% | −3−0.2% | Reduced |
| Peak Planning Group, LLC | 1,274 | $1.05M | 0.44% | +29+2.3% | Added |
| Hardin Capital Partners, LLC | 1,275 | $1.05M | 0.65% | +5+0.4% | Added |
| LifeWealth Investments, LLC | 1,276 | $1.05M | 0.23% | +817+178.0% | Added |
| 1858 Wealth Management, LLC | 1,278 | $1.06M | 0.89% | +245+23.7% | Added |
| Hollencrest Capital Management | 1,278 | $1.06M | 0.05% | +10+0.8% | Added |
| Amica Retiree Medical Trust | 1,279 | $1.06M | 1.61% | −306−19.3% | Reduced |
| Emerald Advisers, LLC | 1,281 | $1.06M | 0.05% | −311−19.5% | Reduced |
| Court Place Advisors, LLC | 1,282 | $1.06M | 0.35% | +8+0.6% | Added |
| PUREfi Wealth, LLC | 1,285 | $1.06M | 1.06% | +580+82.3% | Added |
| Ables, Iannone, Moore & Associates, Inc. | 1,286 | $1.06M | 0.72% | +121+10.4% | Added |
| Trivant Custom Portfolio Group, LLC | 1,296 | $1.07M | 0.62% | +69+5.6% | Added |
| Heritage Investors Management Corp | 1,298 | $1.07M | 0.04% | 00.0% | Unchanged |
| Wealthgarden F.S. LLC | 1,300 | $1.07M | 1.03% | +17+1.3% | Added |
| Stillwater Capital Advisors, LLC | 1,301 | $1.07M | 0.15% | +207+18.9% | Added |
| National Philanthropic Trust | 1,302 | $1.08M | 0.02% | +311+31.4% | Added |
| WealthTrust Asset Management, LLC | 1,306 | $1.08M | 0.80% | −596−31.3% | Reduced |
| Advisor Resource Council | 1,514 | $1.08M | 0.09% | +1,514 | New |
| Capital Advisors, Ltd. LLC | 1,308 | $1.08M | 0.14% | −10−0.8% | Reduced |
| Athena Investment Management | 1,308 | $1.08M | 0.65% | −101−7.2% | Reduced |
| Fullcircle Wealth LLC | 1,234 | $1.08M | 0.45% | +75+6.5% | Added |
| McLean Asset Management Corp | 1,491 | $1.08M | 0.36% | +29+2.0% | Added |
| Stonehage Fleming Financial Services Holdings Ltd | 1,313 | $1.08M | 0.04% | 00.0% | Unchanged |
| StrongBox Wealth, LLC | 1,313 | $1.08M | 0.45% | +32+2.5% | Added |
| Rather & Kittrell, Inc. | 1,315 | $1.09M | 0.24% | +1,315 | New |
| MFA Wealth Services | 1,316 | $1.09M | 0.89% | −68−4.9% | Reduced |
| Verus Capital Partners, LLC | 1,318 | $1.09M | 0.11% | −224−14.5% | Reduced |
| Wealthstream Advisors, Inc. | 1,319 | $1.09M | 0.20% | +49+3.9% | Added |
| Cyrus J. Lawrence, LLC | 1,320 | $1.09M | 4.13% | −22,201−94.4% | Reduced |
| Verity Asset Management, Inc. | 1,322 | $1.09M | 0.44% | +630+91.0% | Added |
| Proactive Wealth Strategies LLC | 1,324 | $1.09M | 0.58% | +68+5.4% | Added |
| J.Safra Asset Management Corp | 1,324 | $1.09M | 0.09% | −40−2.9% | Reduced |
| Hoxton Planning & Management, LLC | 1,326 | $1.10M | 0.42% | +33+2.6% | Added |
| AlTi Global, Inc. | 1,327 | $1.10M | 0.03% | −1,146−46.3% | Reduced |