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 |
|---|---|---|---|---|---|
| Trust Point Inc. | 2,855 | $2.36M | 0.22% | −1,165−29.0% | Reduced |
| Hallmark Capital Management Inc | 2,856 | $2.36M | 0.18% | +230+8.8% | Added |
| United Bank | 2,863 | $2.36M | 0.98% | −15−0.5% | Reduced |
| Founders Financial Securities LLC | 2,697 | $2.37M | 0.20% | +1,034+62.2% | Added |
| Wealth Architects, LLC | 2,868 | $2.37M | 0.26% | +1,225+74.6% | Added |
| Global Assets Advisory, LLC | 3,114 | $2.37M | 0.45% | +2,122+213.9% | Added |
| Paradigm Financial Partners, LLC | 2,873 | $2.37M | 0.29% | +278+10.7% | Added |
| Gs Investments, Inc. | 2,877 | $2.38M | 1.12% | +2,877 | New |
| D L Carlson Investment Group Inc | 2,878 | $2.38M | 0.46% | −262−8.3% | Reduced |
| John G Ullman & Associates Inc | 2,883 | $2.38M | 0.37% | −51−1.7% | Reduced |
| Gold Investment Management Ltd. | 2,887 | $2.38M | 1.01% | 00.0% | Unchanged |
| Souders Financial Advisors | 2,890 | $2.39M | 0.33% | −78−2.6% | Reduced |
| Burton Enright Welch | 2,890 | $2.39M | 0.49% | −742−20.4% | Reduced |
| Tempus Wealth Planning, LLC | 2,891 | $2.39M | 0.71% | +141+5.1% | Added |
| Oak Hill Wealth Advisors, LLC | 2,894 | $2.39M | 0.55% | −56−1.9% | Reduced |
| Papamarkou Wellner Asset Management inc. | 2,896 | $2.39M | 1.67% | +57+2.0% | Added |
| Cape Cod Five Cents Savings Bank | 2,702 | $2.39M | 0.22% | 00.0% | Unchanged |
| LVW Advisors, LLC | 2,901 | $2.40M | 0.29% | +11+0.4% | Added |
| Partners Wealth Management, LLC | 2,904 | $2.40M | 2.72% | −113−3.7% | Reduced |
| Community Bank, N.A. | 2,905 | $2.40M | 0.32% | −115−3.8% | Reduced |
| CVA Family Office, LLC | 2,905 | $2.40M | 0.37% | +192+7.1% | Added |
| Deseret Mutual Benefit Administrators | 2,907 | $2.40M | 1.19% | −200−6.4% | Reduced |
| Lummis Asset Management, LP | 2,674 | $2.40M | 1.67% | +2,668+44,466.7% | Added |
| Bulltick Wealth Management, LLC | 2,910 | $2.40M | 0.64% | +1,851+174.8% | Added |
| Value Partners Investments Inc. | 2,911 | $2.41M | 0.21% | +2,911 | New |
| Gladius Capital Management LP | 2,913 | $2.41M | 2.37% | −4,975−63.1% | Reduced |
| 111 Capital | 2,921 | $2.41M | 0.47% | +2,921 | New |
| Bullock Wealth Management Group | 3,004 | $2.42M | 1.35% | +154+5.4% | Added |
| Breakwater Capital Group | 2,930 | $2.42M | 0.43% | +49+1.7% | Added |
| Aprio Wealth Management, LLC | 2,931 | $2.42M | 0.30% | +304+11.6% | Added |
| New Covenant Trust Company, N.A. | 2,943 | $2.42M | 2.56% | −68−2.3% | Reduced |
| Northwest Quadrant Wealth Management, LLC | 2,935 | $2.42M | 0.57% | +6+0.2% | Added |
| VeraBank, N.A. | 2,939 | $2.43M | 0.68% | −750−20.3% | Reduced |
| Capital Investment Counsel, LLC | 2,945 | $2.43M | 0.40% | +16+0.5% | Added |
| InTrack Investment Management Inc | 2,950 | $2.44M | 2.21% | −1,566−34.7% | Reduced |
| SFMG, LLC | 2,955 | $2.44M | 0.19% | +10+0.3% | Added |
| BFSG, LLC | 2,959 | $2.44M | 0.30% | +42+1.4% | Added |
| Ifrah Financial Services, Inc. | 2,959 | $2.44M | 0.70% | −276−8.5% | Reduced |
| Barden Capital Management, Inc. | 2,962 | $2.45M | 2.18% | −155−5.0% | Reduced |
| BLB&B Advisors, LLC | 2,962 | $2.45M | 0.12% | +42+1.4% | Added |
| MRP Capital Investments, LLC | 2,967 | $2.45M | 2.29% | −10−0.3% | Reduced |
| NCM Capital Management, LLC | 2,971 | $2.45M | 1.10% | +185+6.6% | Added |
| Midland Wealth Advisors LLC | 2,973 | $2.46M | 0.14% | −164−5.2% | Reduced |
| Cooper Financial Group | 2,976 | $2.46M | 0.32% | +321+12.1% | Added |
| Nikulski Financial, Inc. | 2,981 | $2.46M | 0.74% | −31−1.0% | Reduced |
| Cairn Investment Group, Inc. | 2,985 | $2.46M | 1.39% | −50−1.6% | Reduced |
| Douglas Lane & Associates, LLC | 2,985 | $2.47M | 0.04% | +162+5.7% | Added |
| Guyasuta Investment Advisors Inc | 2,985 | $2.47M | 0.16% | +64+2.2% | Added |
| Analyst IMS Investment Management Services Ltd. | 2,986 | $2.47M | 0.10% | +1,228+69.9% | Added |
| Patrick M Sweeney & Associates, Inc | 2,986 | $2.47M | 1.84% | 00.0% | Unchanged |
| Black Diamond Financial, LLC | 2,996 | $2.47M | 0.37% | +786+35.6% | Added |
| RedJay Asset Management Inc. | 3,000 | $2.48M | 1.34% | +3,000 | New |
| SlateStone Wealth, LLC | 3,000 | $2.48M | 0.25% | −275−8.4% | Reduced |
| Heritage Trust Co | 3,023 | $2.50M | 0.30% | +472+18.5% | Added |
| Capital Planning Advisors, LLC | 3,033 | $2.50M | 0.39% | +162+5.6% | Added |
| MMBG Investment Advisors Co. | 3,034 | $2.51M | 0.28% | +1,469+93.9% | Added |
| Legacy Financial Advisors, Inc. | 3,035 | $2.51M | 0.42% | +81+2.7% | Added |
| Contravisory Investment Management, Inc. | 3,038 | $2.51M | 0.53% | +2,423+394.0% | Added |
| Chapman Investment Management, LLC | 3,039 | $2.51M | 1.87% | +11+0.4% | Added |
| Alteri Wealth LLC | 3,043 | $2.51M | 1.11% | +52+1.7% | Added |
| Sonora Investment Management Group, LLC | 3,050 | $2.52M | 0.20% | +127+4.3% | Added |
| Concord Asset Management, LLC | 3,038 | $2.52M | 0.56% | −1,879−38.2% | Reduced |
| Campion Asset Management LLC | 3,052 | $2.52M | 1.95% | −155−4.8% | Reduced |
| Alyeska Investment Group, L.P. | 3,055 | $2.52M | 0.01% | +3,055 | New |
| RFG - Bristol Wealth Advisors, LLC | 3,057 | $2.52M | 0.85% | +374+13.9% | Added |
| Alta Wealth Advisors LLC | 3,063 | $2.53M | 1.16% | +2+0.1% | Added |
| KKM Financial LLC | 3,071 | $2.54M | 1.07% | −256−7.7% | Reduced |
| B & T Capital Management DBA Alpha Capital Management | 3,072 | $2.54M | 0.48% | −217−6.6% | Reduced |
| Meritage Portfolio Management | 3,078 | $2.54M | 0.17% | −3,352−52.1% | Reduced |
| Riverpark Capital Management LLC | 3,087 | $2.55M | 4.68% | +383+14.2% | Added |
| Steigerwald, Gordon & Koch Inc. | 3,093 | $2.55M | 0.29% | −2−0.1% | Reduced |
| Unique Wealth, LLC | 3,098 | $2.56M | 0.48% | +644+26.2% | Added |
| Graphene Investments SAS | 3,100 | $2.56M | 1.87% | −1,000−24.4% | Reduced |
| Cerro Pacific Wealth Advisors LLC | 3,319 | $2.56M | 0.83% | +71+2.2% | Added |
| West Chester Capital Advisors, Inc | 3,115 | $2.57M | 1.49% | −66−2.1% | Reduced |
| Wrapmanager Inc | 3,117 | $2.57M | 0.68% | +141+4.7% | Added |
| GraniteShares Advisors LLC | 3,131 | $2.59M | 1.65% | −331−9.6% | Reduced |
| Hudock, Inc. | 3,134 | $2.59M | 0.45% | +88+2.9% | Added |
| Chilton Investment Co LLC | 3,138 | $2.59M | 0.06% | +259+9.0% | Added |
| Chesapeake Wealth Management | 3,140 | $2.59M | 0.93% | −113−3.5% | Reduced |
| Relyea Zuckerberg Hanson LLC | 3,146 | $2.60M | 0.35% | +113+3.7% | Added |
| Sippican Capital Advisors | 3,147 | $2.60M | 1.96% | −243−7.2% | Reduced |
| City State Bank | 3,151 | $2.60M | 0.86% | −135−4.1% | Reduced |
| RDA Financial Network | 3,158 | $2.61M | 0.78% | +348+12.4% | Added |
| CHB Investment Group, LLC | 3,164 | $2.61M | 1.39% | +48+1.5% | Added |
| KPP Advisory Services LLC | 3,167 | $2.62M | 0.50% | +35+1.1% | Added |
| Marion Wealth Management | 3,168 | $2.62M | 0.70% | +2,633+492.1% | Added |
| High Note Wealth, LLC | 3,170 | $2.62M | 0.65% | −24−0.8% | Reduced |
| Mayflower Financial Advisors, LLC | 3,173 | $2.62M | 0.40% | −4−0.1% | Reduced |
| Catalytic Wealth RIA, LLC | 3,173 | $2.62M | 0.48% | −71−2.2% | Reduced |
| Keystone Financial Group | 3,224 | $2.62M | 0.27% | +11+0.3% | Added |
| River Street Advisors LLC | 3,176 | $2.62M | 1.30% | +7+0.2% | Added |
| Congress Park Capital LLC | 3,177 | $2.62M | 0.99% | −7−0.2% | Reduced |
| Reliant Investment Partners, LLC | 3,181 | $2.63M | 2.68% | −26−0.8% | Reduced |
| Wilkins Investment Counsel Inc | 3,188 | $2.63M | 0.38% | −460−12.6% | Reduced |
| Hills Bank & Trust Co | 3,194 | $2.64M | 0.19% | −220−6.4% | Reduced |
| Waterloo Capital, L.P. | 3,194 | $2.64M | 0.25% | +851+36.3% | Added |
| Burns J W & Co Inc | 3,194 | $2.64M | 0.34% | −137−4.1% | Reduced |
| Stonebrook Private Inc. | 3,199 | $2.64M | 0.69% | +335+11.7% | Added |
| Bangor Savings Bank | 3,203 | $2.65M | 0.25% | −50−1.5% | Reduced |