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 |
|---|---|---|---|---|---|
| S.A. Mason LLC | 1,944 | $1.61M | 0.85% | 00.0% | Unchanged |
| Bristlecone Advisors, LLC | 1,947 | $1.61M | 0.13% | −124−6.0% | Reduced |
| Occidental Asset Management, LLC | 1,953 | $1.61M | 0.24% | +478+32.4% | Added |
| Retirement Guys Formula LLC | 1,953 | $1.61M | 0.80% | +1,953 | New |
| First County Bank | 1,954 | $1.61M | 0.89% | −39−2.0% | Reduced |
| United Bank | 1,956 | $1.62M | 0.21% | −361−15.6% | Reduced |
| Symmetry Partners, LLC | 1,959 | $1.62M | 0.23% | −57−2.8% | Reduced |
| Bridge Creek Capital Management LLC | 1,961 | $1.62M | 0.51% | −38−1.9% | Reduced |
| Versant Capital Management, Inc | 1,961 | $1.62M | 0.27% | +794+68.0% | Added |
| Westside Investment Management, Inc. | 1,968 | $1.62M | 0.35% | +5+0.3% | Added |
| Aire Advisors, LLC | 1,968 | $1.63M | 0.34% | −142−6.7% | Reduced |
| Atlas Capital Advisors LLC | 1,976 | $1.63M | 0.20% | 00.0% | Unchanged |
| Pettyjohn, Wood & White, Inc | 1,978 | $1.63M | 0.31% | 00.0% | Unchanged |
| Tyler-Stone Wealth Management | 1,982 | $1.64M | 0.29% | +418+26.7% | Added |
| Telos Capital Management, Inc. | 1,982 | $1.64M | 0.18% | −5−0.3% | Reduced |
| Raab & Moskowitz Asset Management LLC | 1,996 | $1.65M | 0.41% | +60+3.1% | Added |
| WealthPLAN Partners, LLC | 1,998 | $1.65M | 0.23% | +75+3.9% | Added |
| Sandy Cove Advisors, LLC | 1,999 | $1.65M | 0.66% | −125−5.9% | Reduced |
| Bruce & Co., Inc. | 2,000 | $1.65M | 0.53% | 00.0% | Unchanged |
| Helios Capital Management Pte. Ltd | 2,000 | $1.65M | 2.89% | 00.0% | Unchanged |
| Lighthouse Investment Partners, LLC | 2,000 | $1.65M | 0.08% | +2,000 | New |
| Mitsubishi UFJ Asset Management (UK) Ltd. | 2,000 | $1.65M | 0.90% | +1,600+400.0% | Added |
| Bellecapital International Ltd. | 2,001 | $1.65M | 0.33% | −218−9.8% | Reduced |
| Boltwood Capital Management | 2,005 | $1.66M | 0.50% | −52−2.5% | Reduced |
| Richard P Slaughter Associates Inc | 2,005 | $1.66M | 0.39% | +2,005 | New |
| Northern Financial Advisors Inc | 2,007 | $1.66M | 1.37% | −9−0.4% | Reduced |
| Westover Capital Advisors, LLC | 2,010 | $1.66M | 0.37% | −110−5.2% | Reduced |
| D'Orazio & Associates, Inc. | 2,010 | $1.66M | 0.25% | +77+4.0% | Added |
| Kensington Investment Counsel, LLC | 2,011 | $1.66M | 0.74% | 00.0% | Unchanged |
| RoundAngle Advisors LLC | 2,012 | $1.66M | 1.53% | +38+1.9% | Added |
| Cim Investment Mangement Inc | 2,013 | $1.66M | 0.38% | −10.0% | Reduced |
| J. W. Coons Advisors, LLC | 2,015 | $1.66M | 0.44% | −101−4.8% | Reduced |
| 1776 Wealth LLC | 2,015 | $1.66M | 0.76% | −9−0.4% | Reduced |
| Fortem Financial Group, LLC | 2,020 | $1.67M | 0.65% | +14+0.7% | Added |
| Partners Capital Investment Group, LLP | 2,020 | $1.67M | 0.03% | +1,012+100.4% | Added |
| E&G Advisors, LP | 2,031 | $1.67M | 0.47% | −300−12.9% | Reduced |
| Optivise Advisory Services LLC | 2,023 | $1.67M | 0.94% | +32+1.6% | Added |
| Prosperity Financial Group, Inc. | 2,034 | $1.68M | 0.84% | 00.0% | Unchanged |
| Wimmer Associates 1, LLC | 2,266 | $1.69M | 0.89% | +66+3.0% | Added |
| Marco Investment Management LLC | 2,047 | $1.69M | 0.16% | +88+4.5% | Added |
| Diversified Portfolios, Inc. | 2,050 | $1.69M | 0.18% | −21−1.0% | Reduced |
| Sterling Investment Counsel, LLC | 2,051 | $1.69M | 0.58% | +2,051 | New |
| Webster Bank, N. A. | 2,057 | $1.70M | 0.19% | −40−1.9% | Reduced |
| Aviso Wealth Management | 2,060 | $1.70M | 0.90% | −20−1.0% | Reduced |
| Kingsman Wealth Management, Inc. | 2,061 | $1.70M | 1.24% | +2,061 | New |
| Integrated Investment Consultants, LLC | 2,061 | $1.70M | 0.34% | −1,647−44.4% | Reduced |
| Arbor Trust Wealth Advisors, LLC | 2,063 | $1.70M | 0.80% | +177+9.4% | Added |
| MGB Wealth Management, LLC | 2,068 | $1.71M | 0.62% | +121+6.2% | Added |
| Kirr Marbach & Co LLC | 2,068 | $1.71M | 0.40% | 00.0% | Unchanged |
| Brave Asset Management Inc | 2,069 | $1.71M | 0.54% | +221+12.0% | Added |
| First Command Advisory Services, Inc. | 2,071 | $1.71M | 0.02% | +78+3.9% | Added |
| Global X Japan Co., Ltd. | 2,074 | $1.71M | 0.20% | −249−10.7% | Reduced |
| Granite Harbor Advisors, Inc. | 2,084 | $1.72M | 0.91% | +843+67.9% | Added |
| Canton Hathaway, LLC | 2,085 | $1.72M | 0.35% | 00.0% | Unchanged |
| Fortress Wealth Group, LLC | 1,947 | $1.72M | 0.85% | −76−3.8% | Reduced |
| Sivia Capital Partners, LLC | 2,092 | $1.73M | 0.81% | +248+13.4% | Added |
| Vigilare Wealth Management | 2,092 | $1.73M | 0.69% | −458−18.0% | Reduced |
| Wealthspan Partners, LLC | 2,096 | $1.73M | 0.80% | +2+0.1% | Added |
| First Commonwealth Financial Corp | 2,099 | $1.73M | 0.41% | +6+0.3% | Added |
| Westhampton Capital, LLC | 2,099 | $1.73M | 0.95% | 00.0% | Unchanged |
| Cetera Trust Company, N.A | 2,099 | $1.73M | 1.10% | 00.0% | Unchanged |
| Gries Financial LLC | 2,102 | $1.74M | 0.34% | −68−3.1% | Reduced |
| MN Wealth Advisors, LLC | 2,104 | $1.74M | 1.02% | −52−2.4% | Reduced |
| Frisch Financial Group, Inc. | 2,106 | $1.74M | 0.49% | +44+2.1% | Added |
| Guardian Capital LP | 2,108 | $1.74M | 0.07% | +142+7.2% | Added |
| James J. Burns & Company, LLC | 2,109 | $1.74M | 0.31% | +2+0.1% | Added |
| WealthPlan Investment Management, LLC | 2,109 | $1.74M | 0.17% | +200+10.5% | Added |
| ARS Wealth Advisors Group, LLC | 2,115 | $1.75M | 0.25% | +2+0.1% | Added |
| Quadrant Private Wealth Management, LLC | 2,117 | $1.75M | 0.44% | −98−4.4% | Reduced |
| Papp L Roy & Associates | 2,119 | $1.75M | 0.21% | −88−4.0% | Reduced |
| Scott & Selber, Inc. | 2,120 | $1.75M | 0.56% | 00.0% | Unchanged |
| Williamson Legacy Group, LLC | 2,123 | $1.75M | 1.66% | −54,451−96.2% | Reduced |
| Marathon Capital Management | 2,126 | $1.76M | 0.47% | −180−7.8% | Reduced |
| Heritage Investment Group, Inc. | 2,127 | $1.76M | 0.33% | 00.0% | Unchanged |
| Manhattan West Asset Management, LLC | 2,127 | $1.76M | 0.45% | +423+24.8% | Added |
| Loomis Sayles & Co L P | 2,127 | $1.76M | 0.00% | −100−4.5% | Reduced |
| LRI Investments, LLC | 2,129 | $1.76M | 0.17% | −958−31.0% | Reduced |
| Ti-Trust, Inc | 2,130 | $1.76M | 1.17% | −150−6.6% | Reduced |
| First National Bank of Hutchinson | 2,133 | $1.76M | 1.16% | +114+5.6% | Added |
| Drexel Morgan & Co. | 2,134 | $1.76M | 0.37% | 00.0% | Unchanged |
| Orser Capital Management, LLC | 2,134 | $1.76M | 1.41% | 00.0% | Unchanged |
| Archvest Wealth Advisors, Inc. | 2,134 | $1.76M | 1.46% | +28+1.3% | Added |
| Heritage Family Offices, LLP | 2,138 | $1.77M | 0.90% | +174+8.9% | Added |
| Red Door Wealth Management, LLC | 2,139 | $1.77M | 0.26% | +84+4.1% | Added |
| Sage Rhino Capital LLC | 2,139 | $1.77M | 0.41% | +10+0.5% | Added |
| Onefund, LLC | 2,140 | $1.77M | 1.80% | +10.0% | Added |
| Capital Analysts, LLC | 2,142 | $1.77M | 0.07% | −1,415−39.8% | Reduced |
| Saxony Capital Management, LLC | 2,144 | $1.77M | 1.55% | −52−2.4% | Reduced |
| Westmount Partners, LLC | 2,144 | $1.77M | 0.54% | +75+3.6% | Added |
| Retirement Income Solutions, Inc | 2,144 | $1.77M | 0.37% | 00.0% | Unchanged |
| Astoria Portfolio Advisors LLC. | 2,140 | $1.77M | 0.60% | +1,092+104.2% | Added |
| Beese Fulmer Investment Management, Inc. | 2,149 | $1.77M | 0.15% | +1,544+255.2% | Added |
| Baxter Bros Inc | 2,154 | $1.78M | 0.23% | −3−0.1% | Reduced |
| Coastal Bridge Advisors, LLC | 2,164 | $1.79M | 0.26% | +1,504+227.9% | Added |
| Guerra Advisors Inc | 2,180 | $1.80M | 1.01% | +574+35.7% | Added |
| NorthStar Asset Management LLC | 2,184 | $1.80M | 1.13% | +143+7.0% | Added |
| Visionary Wealth Advisors | 2,195 | $1.81M | 0.11% | +42+2.0% | Added |
| Morris Financial Concepts, Inc. | 2,195 | $1.81M | 0.76% | +557+34.0% | Added |
| Bordeaux Wealth Advisors LLC | 2,199 | $1.82M | 0.34% | +1,005+84.2% | Added |
| Auxano Advisors, LLC | 2,201 | $1.82M | 0.48% | −49−2.2% | Reduced |