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 |
|---|---|---|---|---|---|
| Argonautica Private Wealth Management, Inc | 3,208 | $2.65M | 0.91% | +16+0.5% | Added |
| Bank Hapoalim BM | 3,214 | $2.65M | 0.38% | −116−3.5% | Reduced |
| Proquility Private Wealth Partners, LLC | 3,216 | $2.66M | 0.82% | +2,789+653.2% | Added |
| Linscomb & Williams, Inc. | 3,220 | $2.66M | 0.13% | −204−6.0% | Reduced |
| Kestra Investment Management, LLC | 3,221 | $2.66M | 0.08% | +490+17.9% | Added |
| Eagle Rock Investment Company, LLC | 3,236 | $2.67M | 0.46% | −189−5.5% | Reduced |
| Barr E S & Co | 3,241 | $2.68M | 0.16% | −5−0.2% | Reduced |
| Guild Investment Management, Inc. | 3,241 | $2.68M | 2.81% | −286−8.1% | Reduced |
| DGS Capital Management, LLC | 3,249 | $2.68M | 0.71% | −1,887−36.7% | Reduced |
| McAdam, LLC | 3,255 | $2.69M | 0.17% | −122−3.6% | Reduced |
| Brooks, Moore & Associates, Inc. | 3,258 | $2.69M | 1.52% | 00.0% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. | 3,259 | $2.69M | 0.40% | +110+3.5% | Added |
| Fuller & Thaler Asset Management, Inc. | 3,267 | $2.70M | 0.01% | 00.0% | Unchanged |
| Biltmore Family Office, LLC | 3,267 | $2.70M | 0.46% | 00.0% | Unchanged |
| Carr Financial Group Corp | 3,269 | $2.70M | 0.88% | −380−10.4% | Reduced |
| Osborne Partners Capital Management, LLC | 3,272 | $2.70M | 0.16% | +10.0% | Added |
| Capital Market Strategies LLC | 3,272 | $2.70M | 1.80% | −246−7.0% | Reduced |
| Probity Advisors, Inc. | 3,278 | $2.71M | 0.52% | −167−4.8% | Reduced |
| Crown Wealth Group, LLC | 3,282 | $2.71M | 1.41% | +187+6.0% | Added |
| Boston Trust Walden Corp | 3,284 | $2.71M | 0.02% | +40+1.2% | Added |
| WealthShield Partners, LLC | 3,287 | $2.71M | 0.35% | +306+10.3% | Added |
| Invst, LLC | 3,288 | $2.72M | 0.37% | −2,291−41.1% | Reduced |
| Accredited Investors Inc. | 3,290 | $2.72M | 0.17% | +44+1.4% | Added |
| Owen LaRue, LLC | 3,293 | $2.72M | 1.35% | −93−2.7% | Reduced |
| Berkshire Bank | 3,296 | $2.72M | 0.66% | −128−3.7% | Reduced |
| Element Capital Management LLC | 3,300 | $2.73M | 0.68% | +3,300 | New |
| Leo Wealth, LLC | 3,308 | $2.73M | 0.39% | −506−13.3% | Reduced |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 3,311 | $2.73M | 0.93% | −41−1.2% | Reduced |
| Legacy Wealth Asset Management, LLC | 3,312 | $2.74M | 0.76% | −78−2.3% | Reduced |
| Rockline Wealth Management, LLC | 3,313 | $2.74M | 0.76% | +216+7.0% | Added |
| Advisors Preferred, LLC | 3,400 | $2.74M | 0.37% | +3,400 | New |
| Country Club Bank | 3,331 | $2.74M | 0.18% | −47−1.4% | Reduced |
| Wealthedge Investment Advisors, LLC | 3,327 | $2.75M | 1.24% | +245+7.9% | Added |
| David Loasby | 3,814 | $2.75M | 0.27% | +527+16.0% | Added |
| AlphaCore Capital LLC | 3,331 | $2.75M | 0.23% | +1,431+75.3% | Added |
| Consilium Wealth Advisory, LLC | 3,337 | $2.76M | 1.38% | +137+4.3% | Added |
| Main Street Research LLC | 3,339 | $2.76M | 0.18% | −24−0.7% | Reduced |
| Kuhn & Co Investment Counsel | 3,345 | $2.76M | 2.33% | −231−6.5% | Reduced |
| Garrett Investment Advisors LLC | 3,349 | $2.77M | 0.27% | −850−20.2% | Reduced |
| Quotient Wealth Partners, LLC | 3,352 | $2.77M | 0.09% | +198+6.3% | Added |
| True North Advisors, LLC | 3,355 | $2.77M | 0.49% | −128−3.7% | Reduced |
| Stablepoint Partners, LLC | 3,355 | $2.77M | 0.50% | +143+4.5% | Added |
| Searle & Co. | 3,355 | $2.77M | 0.79% | 00.0% | Unchanged |
| Northern Oak Wealth Management Inc | 3,366 | $2.78M | 0.36% | −135−3.9% | Reduced |
| Capital Advisory Group Advisory Services, LLC | 3,371 | $2.78M | 1.06% | −35−1.0% | Reduced |
| Marcum Wealth, LLC | 3,375 | $2.79M | 0.24% | +22+0.7% | Added |
| Worth Asset Management, LLC | 3,382 | $2.79M | 1.53% | +1,843+119.8% | Added |
| First National Bank & Trust Co of Newtown | 3,384 | $2.79M | 0.59% | 00.0% | Unchanged |
| JT Stratford LLC | 3,391 | $2.80M | 0.50% | −345−9.2% | Reduced |
| Taylor Financial Group, Inc. | 3,391 | $2.80M | 1.95% | +350+11.5% | Added |
| Clean Yield Group | 3,394 | $2.80M | 0.91% | −262−7.2% | Reduced |
| Van Cleef Asset Management,Inc | 3,396 | $2.81M | 0.32% | 00.0% | Unchanged |
| Marshall Investment Management, LLC | 3,399 | $2.81M | 1.74% | +140+4.3% | Added |
| Howland Capital Management LLC | 3,408 | $2.81M | 0.13% | −176−4.9% | Reduced |
| Sabby Management, LLC | 3,420 | $2.82M | 11.86% | +3,420 | New |
| Brown, Lisle/Cummings, Inc. | 3,424 | $2.83M | 0.82% | +146+4.5% | Added |
| Optimist Retirement Group LLC | 3,431 | $2.83M | 1.42% | +249+7.8% | Added |
| Garden State Investment Advisory Services LLC | 3,431 | $2.84M | 0.91% | +1,125+48.8% | Added |
| Optas, LLC | 3,443 | $2.84M | 0.49% | −453−11.6% | Reduced |
| Nations Financial Group Inc, | 3,449 | $2.85M | 0.22% | +975+39.4% | Added |
| First Citizens Financial Corp | 3,450 | $2.85M | 1.61% | −163−4.5% | Reduced |
| Moseley Investment Management Inc | 3,458 | $2.86M | 1.12% | −177−4.9% | Reduced |
| Legacy Bridge, LLC | 3,463 | $2.86M | 1.60% | +75+2.2% | Added |
| TFG Advisers LLC | 3,464 | $2.86M | 1.04% | +53+1.6% | Added |
| Spirit of America Management Corp | 3,465 | $2.86M | 0.58% | +100+3.0% | Added |
| Resources Management Corp | 3,469 | $2.87M | 0.40% | +104+3.1% | Added |
| Aureus Asset Management, LLC | 3,477 | $2.87M | 0.20% | +48+1.4% | Added |
| Guardian Asset Advisors, LLC | 3,473 | $2.87M | 1.87% | +75+2.2% | Added |
| Journey Strategic Wealth LLC | 3,478 | $2.87M | 0.10% | +468+15.5% | Added |
| Weaver Capital Management LLC | 3,485 | $2.88M | 0.77% | +1,143+48.8% | Added |
| Opinicus Capital, Inc. | 3,495 | $2.89M | 2.55% | −129−3.6% | Reduced |
| Prosperitas Financial LLC | 3,496 | $2.89M | 1.49% | +247+7.6% | Added |
| Advent Capital Management | 3,500 | $2.89M | 0.07% | +3,500 | New |
| Sompo Asset Management Co., Ltd. | 3,510 | $2.90M | 0.54% | 00.0% | Unchanged |
| Andrew Hill Investment Advisors, Inc. | 3,518 | $2.91M | 2.81% | +3,518 | New |
| Keel Point, LLC | 3,533 | $2.92M | 0.23% | +532+17.7% | Added |
| Farmers National Bank | 3,553 | $2.93M | 0.83% | +569+19.1% | Added |
| Rakuten Securities, Inc. | 3,554 | $2.94M | 1.48% | −1,758−33.1% | Reduced |
| Berkshire Asset Management LLC | 3,914 | $2.94M | 0.14% | −55−1.4% | Reduced |
| Ironwood Investment Counsel, LLC | 3,565 | $2.94M | 0.51% | +88+2.5% | Added |
| MJP Associates Inc | 3,571 | $2.95M | 0.53% | +74+2.1% | Added |
| PSI Advisors, LLC | 3,572 | $2.95M | 0.96% | +337+10.4% | Added |
| Olistico Wealth, LLC | 3,572 | $2.95M | 1.82% | +203+6.0% | Added |
| Ellevest, Inc. | 3,581 | $2.96M | 0.20% | +2+0.1% | Added |
| Pines Wealth Management, LLC | 4,079 | $2.96M | 1.37% | +530+14.9% | Added |
| BSW Wealth Partners | 3,590 | $2.97M | 0.45% | −41−1.1% | Reduced |
| Strategies Wealth Advisors, LLC | 3,595 | $2.97M | 0.36% | +1,049+41.2% | Added |
| Cache Advisors, LLC | 3,600 | $2.97M | 1.14% | +1,000+38.5% | Added |
| Physicians Financial Services, Inc. | 3,607 | $2.98M | 0.97% | +570+18.8% | Added |
| Summit X, LLC | 3,605 | $2.98M | 0.63% | −101−2.7% | Reduced |
| Certified Advisory Corp | 3,614 | $2.98M | 0.34% | −422−10.5% | Reduced |
| Massmutual Trust Co FSB | 3,618 | $2.99M | 0.09% | +309+9.3% | Added |
| Royal Capital Wealth Management, LLC | 3,634 | $3.00M | 2.10% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 3,636 | $3.00M | 0.50% | +137+3.9% | Added |
| Nelson Capital Management, LLC | 3,666 | $3.03M | 0.52% | +44+1.2% | Added |
| Oak Harvest Investment Services | 3,668 | $3.03M | 0.42% | +2,706+281.3% | Added |
| Semus Wealth Partners LLC | 3,671 | $3.03M | 2.11% | +338+10.1% | Added |
| Trustmark National Bank Trust Department | 3,677 | $3.04M | 0.22% | +308+9.1% | Added |
| Pinnacle Wealth Management Advisory Group, LLC | 3,684 | $3.04M | 0.28% | −27−0.7% | Reduced |
| Fukoku Mutual Life Insurance Co | 3,685 | $3.04M | 0.23% | −110−2.9% | Reduced |