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 |
|---|---|---|---|---|---|
| Prosperity Wealth Management, Inc. | 2,202 | $1.82M | 0.86% | +79+3.7% | Added |
| Essex LLC | 2,204 | $1.82M | 0.39% | +224+11.3% | Added |
| Redwood Investments, LLC | 2,206 | $1.82M | 0.68% | −3−0.1% | Reduced |
| Financial Enhancement Group LLC | 2,202 | $1.82M | 0.28% | +74+3.5% | Added |
| Mosaic Financial Group, LLC | 2,207 | $1.82M | 1.48% | −7−0.3% | Reduced |
| Providence First Trust Co | 2,211 | $1.83M | 0.74% | 00.0% | Unchanged |
| Red Spruce Capital, LLC | 2,226 | $1.84M | 0.86% | −28−1.2% | Reduced |
| West Coast Financial LLC | 2,240 | $1.85M | 0.21% | 00.0% | Unchanged |
| Crystal Rock Capital Management | 2,240 | $1.85M | 1.27% | +2,240 | New |
| Cary Street Partner Investment Advisory LLC | 2,244 | $1.85M | 1.07% | +200+9.8% | Added |
| Latitude Advisors, LLC | 2,246 | $1.86M | 1.08% | +993+79.2% | Added |
| Omnia Family Wealth, LLC | 2,261 | $1.87M | 0.78% | +214+10.5% | Added |
| Nvest Financial, LLC | 2,261 | $1.87M | 1.00% | −25−1.1% | Reduced |
| Woodard & Co Asset Management Group Inc | 2,264 | $1.87M | 0.39% | +53+2.4% | Added |
| Aventura Private Wealth, LLC | 2,264 | $1.87M | 0.98% | +306+15.6% | Added |
| Ancora Advisors, LLC | 2,266 | $1.87M | 0.04% | +8+0.4% | Added |
| Scharf Investments, LLC | 2,271 | $1.88M | 0.06% | +31+1.4% | Added |
| One Capital Management, LLC | 2,272 | $1.88M | 0.06% | +404+21.6% | Added |
| Central Bank & Trust Co | 2,273 | $1.88M | 0.31% | +13+0.6% | Added |
| Baldwin Brothers Inc | 2,277 | $1.88M | 0.13% | +12+0.5% | Added |
| Principal Street Partners, LLC | 2,279 | $1.88M | 0.35% | +120+5.6% | Added |
| IMS Capital Management | 2,279 | $1.88M | 0.95% | +2,000+716.8% | Added |
| Cypress Wealth Services, LLC | 2,280 | $1.88M | 0.38% | +132+6.1% | Added |
| Townsend Asset Management Corp | 2,281 | $1.88M | 0.73% | −90−3.8% | Reduced |
| Powers Advisory Group, LLC | 2,286 | $1.89M | 0.90% | −62−2.6% | Reduced |
| Wolf Group Capital Advisors | 2,292 | $1.89M | 0.64% | −3,148−57.9% | Reduced |
| 626 Financial, LLC | 2,293 | $1.89M | 0.97% | −11−0.5% | Reduced |
| Delta Investment Management, LLC | 2,294 | $1.89M | 0.38% | +10.0% | Added |
| Y-Intercept (Hong Kong) Ltd | 2,295 | $1.90M | 0.13% | −3,065−57.2% | Reduced |
| Aspire Private Capital, LLC | 2,296 | $1.90M | 0.47% | +156+7.3% | Added |
| Evelyn Partners Investment Management Services Ltd | 2,296 | $1.90M | 0.31% | +1,479+181.0% | Added |
| Mustard Seed Financial, LLC | 2,299 | $1.90M | 1.53% | +2+0.1% | Added |
| AssuredPartners Investment Advisors, LLC | 2,303 | $1.90M | 0.37% | +253+12.3% | Added |
| Stiles Financial Services Inc | 2,301 | $1.90M | 0.73% | −435−15.9% | Reduced |
| William B. Walkup & Associates, Inc. | 2,307 | $1.91M | 1.16% | +7+0.3% | Added |
| Westwood Wealth Management | 2,310 | $1.91M | 0.82% | −100−4.1% | Reduced |
| Stonebridge Capital Advisors LLC | 2,312 | $1.91M | 0.16% | +420+22.2% | Added |
| FourThought Financial Partners, LLC | 2,321 | $1.92M | 0.20% | +24+1.0% | Added |
| Human Investing LLC | 2,323 | $1.92M | 0.34% | 00.0% | Unchanged |
| Lineweaver Wealth Advisors, LLC | 2,319 | $1.92M | 0.33% | −14−0.6% | Reduced |
| Tenon Financial LLC | 2,327 | $1.92M | 1.19% | 00.0% | Unchanged |
| Capitol Family Office, Inc. | 2,328 | $1.92M | 2.72% | −736−24.0% | Reduced |
| Ellsworth Advisors, LLC | 2,332 | $1.93M | 0.51% | +130+5.9% | Added |
| Holderness Investments Co | 2,334 | $1.93M | 0.45% | +12+0.5% | Added |
| Running Point Capital Advisors, LLC | 2,334 | $1.93M | 0.61% | +476+25.6% | Added |
| Cromwell Holdings LLC | 2,338 | $1.93M | 1.24% | 00.0% | Unchanged |
| LS Investment Advisors, LLC | 2,340 | $1.93M | 0.30% | +40+1.7% | Added |
| Cunning Capital Partners, LP | 2,342 | $1.93M | 1.23% | −13−0.6% | Reduced |
| Centiva Capital, LP | 2,352 | $1.94M | 0.11% | −281−10.7% | Reduced |
| Wolff Wiese Magana LLC | 2,352 | $1.94M | 1.32% | +555+30.9% | Added |
| Van Hulzen Asset Management, LLC | 2,353 | $1.94M | 0.18% | +9+0.4% | Added |
| Fischer Financial Services, Inc. | 2,359 | $1.95M | 0.63% | −93−3.8% | Reduced |
| Vaughan David Investments LLC | 2,360 | $1.95M | 0.05% | +152+6.9% | Added |
| Armis Advisers, LLC | 2,245 | $1.95M | 0.18% | +1,490+197.4% | Added |
| Avanza Fonder AB | 2,387 | $1.95M | 0.06% | −613−20.4% | Reduced |
| Iyo Bank, Ltd. | 2,366 | $1.95M | 0.63% | +1,640+225.9% | Added |
| Compass Ion Advisors, LLC | 2,370 | $1.96M | 0.23% | +18+0.8% | Added |
| Dempze Nancy E | 2,374 | $1.96M | 1.18% | +244+11.5% | Added |
| Liberty Capital Management, Inc. | 2,375 | $1.96M | 0.44% | +125+5.6% | Added |
| Arlington Trust Co LLC | 2,384 | $1.97M | 0.42% | −83−3.4% | Reduced |
| Regal Investment Advisors LLC | 2,386 | $1.97M | 0.16% | −852−26.3% | Reduced |
| Taurus Asset Management, LLC | 2,388 | $1.97M | 0.20% | −40−1.6% | Reduced |
| Root Financial Partners, LLC | 2,388 | $1.97M | 0.21% | −37−1.5% | Reduced |
| Mitchell Sinkler & Starr | 2,401 | $1.98M | 0.56% | +8+0.3% | Added |
| Burt Wealth Advisors | 2,413 | $1.99M | 0.50% | +227+10.4% | Added |
| Lebenthal Global Advisors, LLC | 2,414 | $1.99M | 0.37% | −615−20.3% | Reduced |
| Symphony Financial, Ltd. Co. | 2,424 | $2.00M | 1.18% | −2,365−49.4% | Reduced |
| Cornerstone Advisory, LLC | 2,576 | $2.00M | 0.23% | +45+1.8% | Added |
| Bill Few Associates, Inc. | 2,421 | $2.00M | 0.71% | +296+13.9% | Added |
| Solidarilty Wealth, LLC | 2,421 | $2.00M | 0.49% | +2,421 | New |
| AdvisorNet Financial, Inc | 2,436 | $2.01M | 0.15% | +79+3.4% | Added |
| First Foundation Advisors | 2,438 | $2.01M | 0.08% | −208−7.9% | Reduced |
| Connecticut Wealth Management, LLC | 2,441 | $2.02M | 0.11% | +3+0.1% | Added |
| Lyell Wealth Management, LP | 2,445 | $2.02M | 0.19% | −87−3.4% | Reduced |
| Facet Wealth, Inc. | 2,459 | $2.02M | 0.05% | −45−1.8% | Reduced |
| Archford Capital Strategies, LLC | 2,447 | $2.02M | 0.30% | −1,705−41.1% | Reduced |
| Harvest Investment Services, LLC | 2,448 | $2.02M | 0.57% | −213−8.0% | Reduced |
| Clear Harbor Asset Management, LLC | 2,456 | $2.03M | 0.16% | +483+24.5% | Added |
| Fiduciary Family Office, LLC | 2,457 | $2.03M | 0.68% | +2,157+719.0% | Added |
| Aviance Capital Partners, LLC | 2,461 | $2.03M | 0.29% | −36−1.4% | Reduced |
| Client First Investment Management LLC | 2,461 | $2.03M | 1.38% | +4+0.2% | Added |
| Brooktree Capital Management | 2,464 | $2.04M | 1.53% | −1,721−41.1% | Reduced |
| MV Capital Management, Inc. | 2,466 | $2.04M | 0.22% | +177+7.7% | Added |
| SRS Capital Advisors, Inc. | 2,467 | $2.04M | 0.13% | −206−7.7% | Reduced |
| Options Solutions, LLC | 2,468 | $2.04M | 0.98% | −46−1.8% | Reduced |
| MCF Advisors LLC | 2,472 | $2.04M | 0.15% | −69−2.7% | Reduced |
| Drive Wealth Management, LLC | 2,471 | $2.04M | 0.48% | −24−1.0% | Reduced |
| Thompson Siegel & Walmsley LLC | 2,472 | $2.04M | 0.03% | −84−3.3% | Reduced |
| Hudson Value Partners, LLC | 2,474 | $2.04M | 0.77% | +1,102+80.3% | Added |
| Nicholson Meyer Capital Management, Inc. | 2,477 | $2.05M | 1.88% | +2,477 | New |
| American Trust | 2,478 | $2.05M | 0.50% | −109−4.2% | Reduced |
| Quadcap Wealth Management, LLC | 2,480 | $2.05M | 0.30% | −55−2.2% | Reduced |
| Abacus Planning Group, Inc. | 2,488 | $2.06M | 0.36% | +79+3.3% | Added |
| Childress Capital Advisors, LLC | 2,493 | $2.06M | 0.60% | +79+3.3% | Added |
| Wesleyan Assurance Society | 2,500 | $2.06M | 0.15% | 00.0% | Unchanged |
| Ted Buchan & Co | 2,500 | $2.06M | 0.98% | +51+2.1% | Added |
| MSA Advisors, LLC | 2,500 | $2.06M | 0.53% | +1,700+212.5% | Added |
| Everpar Advisors LLC | 2,502 | $2.07M | 1.10% | −178−6.6% | Reduced |
| Redwood Wealth Management Group, LLC | 2,503 | $2.07M | 1.05% | +124+5.2% | Added |
| Prelude Capital Management, LLC | 2,506 | $2.07M | 0.21% | −840−25.1% | Reduced |