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 |
|---|---|---|---|---|---|
| Texas Capital Bancshares Inc | 1,512 | $1.25M | 0.53% | −2−0.1% | Reduced |
| Murphy & Mullick Capital Management Corp | 1,512 | $1.25M | 1.21% | −125−7.6% | Reduced |
| ERn Financial, LLC | 1,513 | $1.25M | 0.20% | −13−0.9% | Reduced |
| Mechanics Financial Corp | 1,513 | $1.25M | 0.57% | −35−2.3% | Reduced |
| Stance Capital LLC | 1,514 | $1.25M | 0.92% | +1,190+367.3% | Added |
| Empirical Asset Management, LLC | 1,515 | $1.25M | 0.43% | −128,936−98.8% | Reduced |
| HMS Capital Management, LLC | 1,733 | $1.25M | 0.70% | +1,733 | New |
| Buckhead Capital Management LLC | 1,523 | $1.26M | 0.40% | −172−10.1% | Reduced |
| Sage Private Wealth Group, LLC | 1,529 | $1.26M | 0.96% | −14−0.9% | Reduced |
| Hazlett, Burt & Watson, Inc. | 1,524 | $1.26M | 0.57% | +26+1.7% | Added |
| Alan B. Lancz & Associates, Inc. | 1,530 | $1.26M | 1.35% | −25−1.6% | Reduced |
| Bay Capital Advisors, LLC | 1,531 | $1.26M | 1.05% | +4+0.3% | Added |
| Sterling Investment Advisors, Ltd. | 1,533 | $1.27M | 0.30% | +615+67.0% | Added |
| Mowery & Schoenfeld Wealth Management, LLC | 1,538 | $1.27M | 2.49% | +8+0.5% | Added |
| Michael B. Yongue | 1,539 | $1.27M | 1.62% | −62−3.9% | Reduced |
| Generali Investments Towarzystwo Funduszy Inwestycyjnych | 1,540 | $1.27M | 0.81% | 00.0% | Unchanged |
| Cherry Tree Wealth Management, LLC | 1,540 | $1.27M | 0.31% | +9+0.6% | Added |
| Gleason Group, Inc. | 1,540 | $1.27M | 0.23% | +2+0.1% | Added |
| Seascape Capital Management | 1,543 | $1.27M | 0.44% | 00.0% | Unchanged |
| Amplius Wealth Advisors, LLC | 1,546 | $1.28M | 0.13% | +20+1.3% | Added |
| Brady Family Wealth, LLC | 1,549 | $1.28M | 0.41% | +2+0.1% | Added |
| Seven Mile Advisory | 1,552 | $1.28M | 0.86% | +202+15.0% | Added |
| Abundance Wealth Counselors | 1,556 | $1.28M | 0.27% | +17+1.1% | Added |
| Westbourne Investment Advisors, Inc. | 1,557 | $1.29M | 0.46% | 00.0% | Unchanged |
| MBL Wealth, LLC | 1,558 | $1.29M | 0.13% | +152+10.8% | Added |
| Ethos Financial Group, LLC | 1,666 | $1.29M | 0.12% | +4+0.2% | Added |
| O'Rourke & Company, Inc | 1,562 | $1.29M | 0.64% | +83+5.6% | Added |
| Zullo Investment Group, Inc. | 1,564 | $1.29M | 0.55% | +51+3.4% | Added |
| Invenio Wealth Partners LLC | 1,564 | $1.29M | 0.54% | −45−2.8% | Reduced |
| Cornell Pochily Investment Advisors, Inc. | 1,569 | $1.30M | 0.46% | +10+0.6% | Added |
| Allen Capital Group, LLC | 1,570 | $1.30M | 0.15% | +170+12.1% | Added |
| Capital City Trust Co | 1,574 | $1.30M | 0.36% | +776+97.2% | Added |
| Novem Group | 1,574 | $1.30M | 0.18% | −127−7.5% | Reduced |
| Galvin, Gaustad & Stein, LLC | 1,574 | $1.30M | 0.12% | −194−11.0% | Reduced |
| Sather Financial Group Inc | 1,576 | $1.30M | 0.08% | −34−2.1% | Reduced |
| Fourth Dimension Wealth, LLC | 1,578 | $1.30M | 0.63% | +318+25.2% | Added |
| Future Financial Wealth Managment LLC | 1,578 | $1.30M | 0.96% | +50+3.3% | Added |
| Global Financial Private Client, LLC | 1,579 | $1.30M | 0.50% | +15+1.0% | Added |
| Client 1st Advisory Group, LLC | 1,581 | $1.31M | 0.51% | +5+0.3% | Added |
| Valley Brook Capital Group | 1,582 | $1.31M | 1.03% | +45+2.9% | Added |
| May Hill Capital, LLC | 1,582 | $1.31M | 0.49% | +21+1.3% | Added |
| Financial Avengers, Inc. | 1,583 | $1.31M | 0.66% | +128+8.8% | Added |
| Piscataqua Savings Bank | 1,595 | $1.32M | 1.16% | +30+1.9% | Added |
| Bell Bank | 1,596 | $1.32M | 0.07% | +99+6.6% | Added |
| Apella Capital, LLC | 1,749 | $1.32M | 0.05% | +151+9.4% | Added |
| Birchcreek Wealth Management, LLC | 1,599 | $1.32M | 0.83% | −115−6.7% | Reduced |
| Capital Management Associates | 1,600 | $1.32M | 2.58% | 00.0% | Unchanged |
| Paragon Private Wealth Management, LLC | 1,600 | $1.32M | 0.61% | +277+20.9% | Added |
| Silver Lake Advisory, LLC | 1,600 | $1.32M | 0.58% | +2+0.1% | Added |
| Catalina Capital Group, LLC | 1,602 | $1.32M | 0.88% | −2,723−63.0% | Reduced |
| Thompson Davis & Co., Inc. | 1,602 | $1.32M | 1.04% | +65+4.2% | Added |
| Lakeridge Wealth Management LLC | 1,603 | $1.32M | 0.66% | −42−2.6% | Reduced |
| HMV Wealth Advisors, LLC | 1,604 | $1.32M | 1.05% | 00.0% | Unchanged |
| CORDA Investment Management, LLC. | 1,604 | $1.32M | 0.11% | +35+2.2% | Added |
| Liberty Wealth Management LLC | 1,605 | $1.33M | 0.25% | +19+1.2% | Added |
| 44 Wealth Management LLC | 1,613 | $1.33M | 0.50% | −171−9.6% | Reduced |
| Smith Group Asset Management, LLC | 1,614 | $1.33M | 0.10% | −535−24.9% | Reduced |
| Gilman Hill Asset Management, LLC | 1,614 | $1.33M | 0.23% | −93−5.4% | Reduced |
| Longview Financial Advisors, Inc. | 1,614 | $1.33M | 1.14% | +8+0.5% | Added |
| Revolve Wealth Partners, LLC | 1,614 | $1.33M | 0.19% | +143+9.7% | Added |
| Apollon Financial, LLC | 1,614 | $1.33M | 0.31% | +37+2.3% | Added |
| BBR Partners, LLC | 1,616 | $1.33M | 0.09% | −230−12.5% | Reduced |
| Seeds Investor LLC | 1,617 | $1.34M | 0.37% | −29−1.8% | Reduced |
| One Wealth Capital Management, LLC | 1,620 | $1.34M | 0.72% | +399+32.7% | Added |
| Balboa Wealth Partners | 1,622 | $1.34M | 0.32% | +77+5.0% | Added |
| TrueMark Investments, LLC | 1,625 | $1.34M | 0.35% | −120−6.9% | Reduced |
| Kidder Stephen W | 1,625 | $1.34M | 0.42% | +1,625 | New |
| Cito Capital Group, LLC | 1,630 | $1.35M | 0.51% | 00.0% | Unchanged |
| Mainstream Capital Management LLC | 1,630 | $1.35M | 1.07% | +1,361+505.9% | Added |
| Smith, Salley & Associates | 1,634 | $1.35M | 0.09% | +29+1.8% | Added |
| First Affirmative Financial Network | 1,639 | $1.35M | 0.83% | +55+3.5% | Added |
| Affiance Financial, LLC | 1,647 | $1.36M | 0.32% | −6−0.4% | Reduced |
| Gratus Wealth Advisors, LLC | 1,648 | $1.36M | 0.22% | −26−1.6% | Reduced |
| HBW Advisory Services LLC | 1,648 | $1.36M | 0.19% | +23+1.4% | Added |
| Atticus Wealth Management, LLC | 1,649 | $1.36M | 0.44% | +59+3.7% | Added |
| Caas Capital Management LP | 1,650 | $1.36M | 0.65% | −758−31.5% | Reduced |
| Shum Financial Group, Inc. | 1,659 | $1.37M | 1.19% | −39−2.3% | Reduced |
| AXS Investments LLC | 1,664 | $1.37M | 0.38% | −359−17.7% | Reduced |
| Orion Capital Management LLC | 1,664 | $1.37M | 0.58% | +54+3.4% | Added |
| Pathway Financial Advisers, LLC | 1,664 | $1.37M | 0.47% | +478+40.3% | Added |
| Stockman Wealth Management, Inc. | 1,665 | $1.38M | 0.20% | +27+1.6% | Added |
| St Germain D J Co Inc | 1,667 | $1.38M | 0.06% | +55+3.4% | Added |
| Cynosure Management, LLC | 1,667 | $1.38M | 0.19% | +107+6.9% | Added |
| XML Financial, LLC | 1,670 | $1.38M | 0.13% | −155−8.5% | Reduced |
| Driehaus Capital Management LLC | 1,675 | $1.38M | 0.01% | +708+73.2% | Added |
| Cobblestone Capital Advisors LLC | 1,682 | $1.39M | 0.08% | −16−0.9% | Reduced |
| Financial Sense Advisors, Inc. | 1,682 | $1.39M | 0.40% | 00.0% | Unchanged |
| Impact Capital Partners LLC | 1,685 | $1.39M | 0.50% | +224+15.3% | Added |
| Winthrop Advisory Group LLC | 1,685 | $1.39M | 0.17% | +12+0.7% | Added |
| Rice Hall James & Associates, LLC | 1,690 | $1.40M | 0.08% | 00.0% | Unchanged |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 1,690 | $1.40M | 0.21% | +25+1.5% | Added |
| IPG Investment Advisors LLC | 1,693 | $1.40M | 0.32% | +1,693 | New |
| LWM Advisory Services, LLC | 1,698 | $1.40M | 0.97% | −146−7.9% | Reduced |
| New Millennium Group LLC | 1,700 | $1.40M | 0.92% | +1,562+1,131.9% | Added |
| CM Wealth Advisors LLC | 1,700 | $1.40M | 0.45% | 00.0% | Unchanged |
| Yukon Wealth Management, Inc. | 1,700 | $1.40M | 0.58% | +1,700 | New |
| Tortoise Investment Management, LLC | 1,701 | $1.40M | 0.15% | −182−9.7% | Reduced |
| Trustco Bank Corp N Y | 1,704 | $1.41M | 1.53% | 00.0% | Unchanged |
| Strategic Advisors LLC | 1,704 | $1.41M | 0.27% | −75−4.2% | Reduced |
| Nwam LLC | 1,707 | $1.41M | 0.12% | −11,997−87.5% | Reduced |