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; 4,643 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
- 3,929
- +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 | 4,643 | $942.7B |
| 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 |
|---|---|---|---|---|---|
| Investment Counsel Co of Nevada | 104 | $85.9K | 0.20% | 00.0% | Unchanged |
| Hoey Investments, Inc | 105 | $86.7K | 0.02% | 00.0% | Unchanged |
| CGC Financial Services, LLC | 106 | $87.4K | 0.03% | +102+2,550.0% | Added |
| Tower Trust & Investment Co | 100 | $89.9K | 0.07% | +100 | New |
| Stone House Investment Management, LLC | 110 | $90.8K | 0.02% | +110 | New |
| Morgan Dempsey Capital Management LLC | 112 | $92.2K | 0.04% | +1+0.9% | Added |
| Nkcfo LLC | 115 | $95.0K | 0.04% | +115 | New |
| FreeGulliver LLC | 122 | $100.8K | 0.05% | −185−60.3% | Reduced |
| WealthCollab, LLC | 122 | $100.8K | 0.06% | +2+1.7% | Added |
| Roxbury Financial LLC | 110 | $101.4K | 0.10% | +1+0.9% | Added |
| FSC Wealth Advisors, LLC | 125 | $103.2K | 0.07% | 00.0% | Unchanged |
| Proathlete Wealth Management LLC | 127 | $105.1K | 0.04% | +127 | New |
| Dynamic Wealth Strategies, LLC | 130 | $107.4K | 0.09% | +130 | New |
| Bay Harbor Wealth Management, LLC | 131 | $108.2K | 0.03% | +9+7.4% | Added |
| Valley Forge Investment Consultants Inc Adv | 133 | $109.8K | 0.04% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 135 | $111.6K | 0.07% | +17+14.4% | Added |
| SWAN Capital LLC | 136 | $112.3K | 0.05% | 00.0% | Unchanged |
| True Wealth Design, LLC | 139 | $114.6K | 0.04% | +8+6.1% | Added |
| REAP Financial Group, LLC | 140 | $115.5K | 0.03% | +31+28.4% | Added |
| Syntax Research, Inc. | 140 | $115.6K | 0.08% | −183−56.7% | Reduced |
| Pineridge Advisors LLC | 141 | $116.1K | 0.05% | −1,109−88.7% | Reduced |
| Main Street Group, LTD | 142 | $117.0K | 0.05% | 00.0% | Unchanged |
| Nalls Sherbakoff Group, LLC | 142 | $117.6K | 0.10% | +142 | New |
| Semmax Financial Advisors Inc. | 161 | $118.5K | 0.03% | 00.0% | Unchanged |
| FWL Investment Management, LLC | 146 | $120.6K | 0.04% | +22+17.7% | Added |
| Retirement Wealth Solutions LLC | 149 | $123.2K | 0.10% | 00.0% | Unchanged |
| Mizuho Securities Co. Ltd. | 150 | $123.9K | 1.47% | +140+1,400.0% | Added |
| Abound Financial, LLC | 150 | $123.9K | 0.06% | +150 | New |
| Binnacle Investments Inc | 150 | $123.9K | 0.09% | +150 | New |
| S&T Bank | 152 | $125.5K | 0.04% | +21+16.0% | Added |
| Horizon Bancorp Inc | 152 | $126.0K | 0.07% | 00.0% | Unchanged |
| Decker Retirement Planning Inc. | 154 | $127.2K | 0.08% | −91−37.1% | Reduced |
| LFA - Lugano Financial Advisors SA | 154 | $127.2K | 0.09% | −18−10.5% | Reduced |
| Graney & King, LLC | 158 | $130.7K | 0.10% | +13+9.0% | Added |
| Private Wealth Management Group, LLC | 161 | $133.0K | 0.05% | +26+19.3% | Added |
| MB, Levis & Associates, LLC | 162 | $133.5K | 0.06% | 00.0% | Unchanged |
| DAGCO, Inc. | 163 | $134.7K | 0.04% | +163 | New |
| Smallwood Wealth Investment Management, LLC | 165 | $136.3K | 0.09% | +165 | New |
| Sachetta, LLC | 167 | $137.6K | 0.06% | −65−28.0% | Reduced |
| Pin Oak Investment Advisors Inc | 175 | $138.0K | 0.11% | +55+45.8% | Added |
| Rialto Wealth Management, LLC | 167 | $138.2K | 0.04% | +11+7.1% | Added |
| Cape Investment Advisory, Inc. | 170 | $140.5K | 0.06% | −22−11.5% | Reduced |
| Strid Group, LLC | 186 | $153.6K | 0.02% | −6−3.1% | Reduced |
| Financial Network Wealth Management LLC | 187 | $154.0K | 0.05% | +187 | New |
| Old Point Trust & Financial Services N A | 188 | $155.3K | 0.05% | 00.0% | Unchanged |
| First Pacific Financial | 189 | $156.2K | 0.03% | +42+28.6% | Added |
| Abound Wealth Management | 190 | $157.3K | 0.05% | +31+19.5% | Added |
| Noble Wealth Management PBC | 196 | $161.9K | 0.11% | 00.0% | Unchanged |
| Ulland Investment Advisors, LLC | 200 | $165.0K | 0.14% | 00.0% | Unchanged |
| Kennebec Savings Bank | 200 | $165.2K | 0.17% | 00.0% | Unchanged |
| Financial Network Wealth Advisors LLC | 203 | $167.7K | 0.22% | +76+59.8% | Added |
| FNY Investment Advisers, LLC | 210 | $173.0K | 0.11% | +210 | New |
| Bruce G. Allen Investments, LLC | 211 | $174.3K | 0.14% | 00.0% | Unchanged |
| Creekmur Asset Management LLC | 213 | $176.3K | 0.04% | −12−5.3% | Reduced |
| Wolverine Asset Management LLC | 216 | $178.4K | 0.00% | −393−64.5% | Reduced |
| Moisand Fitzgerald Tamayo, LLC | 216 | $178.4K | 0.02% | +22+11.3% | Added |
| Northwest Capital Management Inc | 219 | $180.9K | 0.07% | 00.0% | Unchanged |
| Cornerstone National Bank & Trust Co | 223 | $184.2K | 0.08% | +223 | New |
| 1620 Investment Advisors, Inc. | 229 | $188.9K | 0.14% | −12−5.0% | Reduced |
| Activest Wealth Management | 230 | $189.9K | 0.05% | +116+101.8% | Added |
| North Capital, Inc. | 230 | $190.0K | 0.18% | +230 | New |
| Cranbrook Wealth Management, LLC | 230 | $190.0K | 0.04% | +2+0.9% | Added |
| Provenance Wealth Advisors, LLC | 237 | $195.7K | 0.03% | −118−33.2% | Reduced |
| HWG Holdings LP | 243 | $200.7K | 0.09% | +243 | New |
| Clay Northam Wealth Management, LLC | 243 | $200.7K | 0.14% | +243 | New |
| Warburton Capital Management, LLC | 244 | $201.0K | 0.15% | +244 | New |
| BCK Partners, Inc. | 244 | $201.5K | 0.13% | +244 | New |
| Objectivity Squared, LLC | 276 | $202.3K | 0.17% | 00.0% | Unchanged |
| Cornerstone Capital, Inc. | 245 | $202.3K | 0.02% | +245 | New |
| Ehrlich Financial Group | 245 | $202.3K | 0.15% | +245 | New |
| Phillips Wealth Planners LLC | 277 | $202.9K | 0.21% | −25−8.3% | Reduced |
| OneAscent Investment Solutions LLC | 246 | $203.0K | 0.24% | +246 | New |
| Arrien Investments, Inc. | 246 | $203.2K | 0.15% | 00.0% | Unchanged |
| Shared Vision Wealth Group LLC | 246 | $203.5K | 0.11% | +246 | New |
| Peoples Bank | 247 | $204.0K | 0.14% | +247 | New |
| Sierra Capital LLC | 247 | $204.0K | 0.02% | −76−23.5% | Reduced |
| Westshore Wealth, LLC | 247 | $204.3K | 0.09% | +247 | New |
| Kelly Lawrence W & Associates Inc | 247 | $204.4K | 0.05% | 00.0% | Unchanged |
| Flagstone Financial Management | 248 | $204.8K | 0.07% | +248 | New |
| Cooper Capital Advisors LLC | 248 | $204.8K | 0.22% | +248 | New |
| Kondo Wealth Advisors, Inc. | 248 | $204.9K | 0.10% | +248 | New |
| CLG LLC | 249 | $205.5K | 0.07% | +249 | New |
| Camarda Financial Advisors, LLC | 249 | $205.7K | 0.09% | −30−10.8% | Reduced |
| Total Investment Management Inc | 249 | $205.7K | 0.03% | +249 | New |
| Benchmark Investment Advisors LLC | 249 | $205.7K | 0.13% | +249 | New |
| Kieckhefer Group LLC | 250 | $206.5K | 0.15% | 00.0% | Unchanged |
| Stonehearth Capital Management, LLC | 250 | $206.5K | 0.09% | +250 | New |
| Litman Gregory Asset Management LLC | 250 | $206.5K | 0.02% | +250 | New |
| Harbor Group, Inc. | 250 | $206.6K | 0.04% | +250 | New |
| Bravias Capital Group, LLC | 251 | $207.2K | 0.17% | 00.0% | Unchanged |
| Prism Advisors, Inc. | 251 | $207.3K | 0.06% | +251 | New |
| Kapstone Financial Advisors LLC | 252 | $208.1K | 0.12% | 00.0% | Unchanged |
| FMB Wealth Management | 252 | $208.1K | 0.12% | +252 | New |
| Trinity Legacy Partners, LLC | 280 | $208.9K | 0.05% | +280 | New |
| Duncan Williams Asset Management, LLC | 253 | $209.0K | 0.08% | +253 | New |
| Gen-Wealth Partners Inc | 254 | $209.8K | 0.09% | −12−4.5% | Reduced |
| Tradewinds Capital Management, LLC | 254 | $209.8K | 0.06% | 00.0% | Unchanged |
| Pacific Global Investment Management CO | 255 | $210.3K | 0.30% | −125−32.9% | Reduced |
| Waterfront Wealth Inc. | 255 | $210.6K | 0.05% | +255 | New |
| Paul Damon & Associates, Inc. | 255 | $210.6K | 0.13% | +255 | New |