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 |
|---|---|---|---|---|---|
| Strategic Investment Advisors | 2,507 | $2.07M | 0.22% | −74−2.9% | Reduced |
| FCG Investment Co | 2,507 | $2.07M | 1.30% | −578−18.7% | Reduced |
| Nadler Financial Group, Inc. | 2,512 | $2.07M | 0.23% | −229−8.4% | Reduced |
| Veracity Capital LLC | 2,513 | $2.08M | 0.82% | −84−3.2% | Reduced |
| Lumbard & Kellner, LLC | 2,520 | $2.08M | 0.92% | −573−18.5% | Reduced |
| Golden State Equity Partners | 2,522 | $2.08M | 0.41% | +38+1.5% | Added |
| Dillon & Associates Inc | 2,522 | $2.08M | 0.31% | +1,276+102.4% | Added |
| Grandfield & Dodd, LLC | 2,528 | $2.09M | 0.13% | −146−5.5% | Reduced |
| Compass Capital Corp | 2,575 | $2.09M | 1.09% | −99−3.7% | Reduced |
| Calton & Associates, Inc. | 2,532 | $2.09M | 0.48% | +1,521+150.4% | Added |
| Forza Wealth Management, LLC | 2,532 | $2.09M | 0.94% | −193−7.1% | Reduced |
| Fort Washington Investment Advisors Inc | 2,533 | $2.09M | 0.01% | +307+13.8% | Added |
| Platform Technology Partners | 2,534 | $2.09M | 0.61% | +369+17.0% | Added |
| Cascades Capital Asset Management, LLC | 2,536 | $2.09M | 1.13% | −82−3.1% | Reduced |
| Lane & Associates LLC | 2,537 | $2.09M | 1.13% | −59−2.3% | Reduced |
| Lederer & Associates Investment Counsel | 2,538 | $2.10M | 1.53% | +88+3.6% | Added |
| Cross Staff Investments Inc | 2,540 | $2.10M | 1.58% | −15−0.6% | Reduced |
| Puzo Michael J | 2,542 | $2.10M | 0.60% | +1,887+288.1% | Added |
| Greatmark Investment Partners, Inc. | 2,545 | $2.10M | 0.29% | +200+8.5% | Added |
| DF Dent & Co Inc | 2,548 | $2.10M | 0.03% | −318−11.1% | Reduced |
| Main Street Financial Solutions, LLC | 2,549 | $2.11M | 0.18% | +234+10.1% | Added |
| Zhang Financial LLC | 2,563 | $2.12M | 0.11% | +12+0.5% | Added |
| Planned Solutions, Inc. | 2,570 | $2.12M | 0.87% | −40−1.5% | Reduced |
| Caxton Associates LLP | 2,570 | $2.12M | 0.07% | +2,570 | New |
| L.M. Kohn & Company | 2,588 | $2.14M | 0.56% | +41+1.6% | Added |
| Traveka Wealth, LLC | 2,590 | $2.14M | 1.20% | −1,325−33.8% | Reduced |
| Washburn Capital Management, Inc. | 2,594 | $2.14M | 1.41% | −86−3.2% | Reduced |
| Massachusetts Wealth Management | 2,605 | $2.15M | 1.48% | +35+1.4% | Added |
| Brick & Kyle, Associates | 2,664 | $2.15M | 0.99% | −39−1.4% | Reduced |
| Beach Investment Counsel Inc | 2,610 | $2.16M | 0.32% | 00.0% | Unchanged |
| Gables Capital Management Inc. | 2,621 | $2.16M | 1.07% | +164+6.7% | Added |
| HHM Wealth Advisors, LLC | 2,622 | $2.17M | 0.29% | +86+3.4% | Added |
| 180 Wealth Advisors, LLC | 2,634 | $2.18M | 0.35% | −78−2.9% | Reduced |
| West Michigan Advisors, LLC | 2,640 | $2.18M | 0.72% | +13+0.5% | Added |
| Kagan Cocozza Asset Management | 2,640 | $2.18M | 1.78% | −112−4.1% | Reduced |
| Mattern Wealth Management LLC | 2,642 | $2.18M | 0.48% | −215−7.5% | Reduced |
| GPS Wealth Strategies Group, LLC | 2,646 | $2.19M | 0.29% | −266−9.1% | Reduced |
| Thomas Story & Son LLC | 2,655 | $2.19M | 0.85% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 2,656 | $2.19M | 0.50% | +55+2.1% | Added |
| Borer Denton & Associates, Inc. | 2,658 | $2.19M | 0.78% | +183+7.4% | Added |
| RD Lewis Holdings, Inc. | 2,666 | $2.20M | 2.49% | +121+4.8% | Added |
| Formula Growth Ltd | 2,663 | $2.20M | 0.89% | +2,663 | New |
| Deroy & Devereaux Private Investment Counsel Inc | 2,664 | $2.20M | 0.13% | +45+1.7% | Added |
| Good Life Advisors, LLC | 2,665 | $2.20M | 0.16% | −52−1.9% | Reduced |
| Regent Peak Wealth Advisors LLC | 2,666 | $2.20M | 0.52% | +104+4.1% | Added |
| Mystic Asset Management, Inc. | 2,668 | $2.20M | 0.58% | +50+1.9% | Added |
| Intact Investment Management Inc. | 2,670 | $2.21M | 0.08% | +230+9.4% | Added |
| Clear Investment Research, LLC | 2,673 | $2.21M | 2.95% | +5+0.2% | Added |
| Farrow Financial Inc. | 2,674 | $2.21M | 1.49% | +21+0.8% | Added |
| Bank of Jackson Hole Trust | 2,399 | $2.21M | 1.43% | −19−0.8% | Reduced |
| Future Fund LLC | 2,676 | $2.21M | 2.84% | +826+44.6% | Added |
| Wright Investors Service Inc | 2,683 | $2.22M | 0.73% | +222+9.0% | Added |
| BTG Pactual Asset Management US LLC | 2,683 | $2.22M | 0.29% | +556+26.1% | Added |
| Capital Performance Advisors LLP | 2,689 | $2.22M | 0.49% | +2,100+356.5% | Added |
| Fortis Group Advisors, LLC | 2,693 | $2.22M | 0.43% | −72−2.6% | Reduced |
| Monument Capital Management | 2,697 | $2.23M | 0.68% | −21−0.8% | Reduced |
| Winton Group Ltd | 2,698 | $2.23M | 0.14% | −1,550−36.5% | Reduced |
| Whalerock Point Partners, LLC | 2,703 | $2.23M | 0.53% | 00.0% | Unchanged |
| Live Oak Private Wealth LLC | 2,705 | $2.23M | 0.36% | +741+37.7% | Added |
| TCTC Holdings, LLC | 2,709 | $2.24M | 0.08% | −18−0.7% | Reduced |
| New England Research & Management, Inc. | 2,711 | $2.24M | 1.14% | +310+12.9% | Added |
| Brookwood Investment Group LLC | 2,712 | $2.24M | 0.38% | +2,712 | New |
| Bearing Point Capital, LLC | 2,723 | $2.25M | 0.48% | +237+9.5% | Added |
| Mfg Wealth Management, Inc. | 2,724 | $2.25M | 2.15% | −15−0.5% | Reduced |
| Magnolia Capital Advisors LLC | 2,724 | $2.25M | 0.61% | −473−14.8% | Reduced |
| Safeguard Investment Advisory Group, LLC | 2,732 | $2.26M | 0.61% | +306+12.6% | Added |
| Donoghue Forlines LLC | 2,737 | $2.26M | 0.72% | +2,737 | New |
| Stamos Capital Partners, L.P. | 2,745 | $2.27M | 0.59% | +805+41.5% | Added |
| Bridgewater Associates, LP | 2,746 | $2.27M | 0.01% | −81,610−96.7% | Reduced |
| Penn Davis McFarland Inc | 2,750 | $2.27M | 0.27% | 00.0% | Unchanged |
| Fairfield, Bush & Co. | 2,751 | $2.27M | 1.44% | +30+1.1% | Added |
| Patten Group, Inc. | 2,755 | $2.28M | 0.52% | −138−4.8% | Reduced |
| Hendershot Investments Inc. | 2,758 | $2.28M | 0.31% | +228+9.0% | Added |
| DeDora Capital, Inc. | 2,758 | $2.28M | 0.66% | +257+10.3% | Added |
| Scholtz & Company, LLC | 2,762 | $2.28M | 1.13% | −173−5.9% | Reduced |
| Silver Oak Securities, Inc | 2,784 | $2.29M | 0.21% | +309+12.5% | Added |
| Bard Financial Services, Inc. | 2,775 | $2.29M | 0.28% | +5+0.2% | Added |
| Greenwich Wealth Management LLC | 2,777 | $2.29M | 0.17% | −134−4.6% | Reduced |
| Fortitude Family Office, LLC | 2,778 | $2.29M | 0.82% | −516−15.7% | Reduced |
| Prairie Wealth Advisors, Inc. | 2,784 | $2.30M | 1.13% | −1,000−26.4% | Reduced |
| Glass Wealth Management Co LLC | 2,784 | $2.30M | 1.38% | +95+3.5% | Added |
| Archer Investment Corp | 2,793 | $2.31M | 0.60% | −34−1.2% | Reduced |
| Jackson, Grant Investment Advisers, Inc. | 2,793 | $2.31M | 0.89% | +3+0.1% | Added |
| Retirement Planning Co of New England, Inc. | 2,793 | $2.31M | 1.18% | +452+19.3% | Added |
| Laraway Financial Inc | 2,794 | $2.31M | 1.83% | −9,175−76.7% | Reduced |
| Peregrine Asset Advisers, Inc. | 2,795 | $2.31M | 0.87% | −32−1.1% | Reduced |
| Warther Private Wealth, LLC | 2,803 | $2.32M | 0.77% | −283−9.2% | Reduced |
| Graves-Light Private Wealth Management, Inc. | 2,803 | $2.32M | 0.28% | +5+0.2% | Added |
| Moss Adams Wealth Advisors LLC | 2,810 | $2.32M | 0.24% | +276+10.9% | Added |
| TBH Global Asset Management, LLC | 2,811 | $2.32M | 0.45% | +527+23.1% | Added |
| RKL Wealth Management LLC | 2,812 | $2.32M | 0.22% | +86+3.2% | Added |
| Kavar Capital Partners Group, LLC | 2,813 | $2.32M | 0.39% | +5+0.2% | Added |
| Terra Nova Asset Management LLC | 2,815 | $2.32M | 1.83% | +71+2.6% | Added |
| SP Asset Management LLC | 2,825 | $2.33M | 0.21% | +7+0.2% | Added |
| Fortress Private Ledger, LLC | 2,825 | $2.33M | 1.30% | +96+3.5% | Added |
| Maia Wealth LLC | 3,093 | $2.33M | 0.53% | +565+22.3% | Added |
| Kennedy Investment Group | 2,832 | $2.34M | 1.09% | +283+11.1% | Added |
| Farmers & Merchants Trust Co of Long Beach | 2,833 | $2.34M | 0.59% | −67−2.3% | Reduced |
| Westbourne Investments, Inc. | 2,840 | $2.35M | 1.42% | −625−18.0% | Reduced |
| Huntleigh Advisors, Inc. | 2,845 | $2.35M | 0.39% | +10.0% | Added |