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 |
|---|---|---|---|---|---|
| Etesian Wealth Advisors, Inc. | 3,686 | $3.04M | 1.31% | −215−5.5% | Reduced |
| Wealth Dimensions Group, Ltd. | 3,690 | $3.05M | 0.73% | +172+4.9% | Added |
| Wealth Management Associates, Inc. | 3,692 | $3.05M | 1.31% | +3+0.1% | Added |
| Haverford Financial Services, Inc. | 3,693 | $3.05M | 0.94% | −35−0.9% | Reduced |
| Sargent Investment Group, LLC | 3,693 | $3.05M | 0.49% | +1,154+45.5% | Added |
| Millennium Capital Advisors, LLC | 3,698 | $3.05M | 2.25% | −200−5.1% | Reduced |
| Castle Rock Wealth Management, LLC | 3,760 | $3.05M | 0.82% | +785+26.4% | Added |
| RF&L Wealth Management, LLC | 3,704 | $3.06M | 2.19% | 00.0% | Unchanged |
| Watts Gwilliam & Co., LLC | 3,708 | $3.06M | 0.66% | +2,020+119.7% | Added |
| Patron Partners Advisors, LLC | 3,718 | $3.07M | 1.66% | +157+4.4% | Added |
| Rockingstone Advisors LLC | 3,723 | $3.07M | 1.38% | +635+20.6% | Added |
| Panoramic Capital, LLC | 3,724 | $3.08M | 3.85% | −3,957−51.5% | Reduced |
| IFG Advisory, LLC | 3,727 | $3.08M | 0.17% | +641+20.8% | Added |
| Claro Advisors LLC | 3,731 | $3.08M | 0.41% | +202+5.7% | Added |
| Austin Asset Management Co Inc | 3,734 | $3.08M | 0.64% | +3,734 | New |
| Fairvoy Private Wealth, LLC | 3,766 | $3.11M | 0.85% | +9+0.2% | Added |
| Stillwater Wealth Management Group | 3,771 | $3.11M | 2.70% | +40+1.1% | Added |
| AAFMAA Wealth Management & Trust LLC | 3,778 | $3.12M | 1.42% | −131−3.4% | Reduced |
| Humankind Investments LLC | 3,780 | $3.12M | 0.81% | −588−13.5% | Reduced |
| First Heartland Consultants, Inc. | 3,783 | $3.12M | 0.32% | −48−1.3% | Reduced |
| Northwest Bancshares, Inc. | 3,787 | $3.13M | 0.57% | −75−1.9% | Reduced |
| Accurate Wealth Management, LLC | 4,273 | $3.13M | 0.60% | +93+2.2% | Added |
| Concord Wealth Partners | 3,803 | $3.14M | 0.52% | −1,610−29.7% | Reduced |
| Ipswich Investment Management Co., Inc. | 3,815 | $3.15M | 0.78% | −395−9.4% | Reduced |
| RiverPark Advisors, LLC | 3,826 | $3.16M | 2.46% | +435+12.8% | Added |
| Hanson & Doremus Investment Management | 3,840 | $3.17M | 0.46% | +578+17.7% | Added |
| Marino, Stram & Associates LLC | 3,842 | $3.17M | 0.70% | +986+34.5% | Added |
| Dynasty Wealth Management, LLC | 3,847 | $3.18M | 0.05% | +1,251+48.2% | Added |
| Pure Financial Advisors, Inc. | 3,873 | $3.20M | 0.07% | +466+13.7% | Added |
| 1 North Wealth Services LLC | 3,874 | $3.20M | 1.48% | −181−4.5% | Reduced |
| Brentview Investment Management LLC | 3,874 | $3.20M | 1.70% | +228+6.3% | Added |
| CMG Global Holdings, LLC | 3,726 | $3.20M | 2.09% | −102−2.7% | Reduced |
| ICONIQ Capital, LLC | 3,887 | $3.21M | 0.06% | +430+12.4% | Added |
| Secure Asset Management, LLC | 3,907 | $3.23M | 0.65% | +262+7.2% | Added |
| Bourne Lent Asset Management Inc | 3,907 | $3.23M | 1.38% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 3,912 | $3.23M | 0.22% | +20+0.5% | Added |
| Hudson Canyon Capital Management | 3,925 | $3.24M | 2.28% | −758−16.2% | Reduced |
| Davidson Capital Management Inc. | 3,925 | $3.24M | 0.88% | −372−8.7% | Reduced |
| Evermay Wealth Management LLC | 3,925 | $3.24M | 0.43% | −88−2.2% | Reduced |
| CoreCap Advisors, LLC | 3,929 | $3.24M | 0.14% | −2,829−41.9% | Reduced |
| Murphy, Middleton, Hinkle & Parker, Inc. | 3,930 | $3.25M | 1.82% | +51+1.3% | Added |
| Spears Abacus Advisors LLC | 3,935 | $3.25M | 0.07% | +8+0.2% | Added |
| HT Partners LLC | 3,942 | $3.26M | 1.12% | −152−3.7% | Reduced |
| Royal Fund Management, LLC | 3,943 | $3.26M | 0.39% | +153+4.0% | Added |
| Doheny Asset Management | 3,946 | $3.26M | 2.55% | +513+14.9% | Added |
| Fishman Jay A Ltd | 3,951 | $3.26M | 0.36% | −152−3.7% | Reduced |
| Convergence Financial, LLC | 3,975 | $3.28M | 0.64% | +323+8.8% | Added |
| Eqis Capital Management, Inc. | 3,995 | $3.30M | 0.28% | −108−2.6% | Reduced |
| Financial Security Advisor, Inc. | 3,999 | $3.30M | 0.84% | −6−0.1% | Reduced |
| Waycross Partners, LLC | 4,000 | $3.30M | 0.37% | 00.0% | Unchanged |
| Aspen Grove Capital, LLC | 4,000 | $3.30M | 0.64% | +21+0.5% | Added |
| Headlands Technologies LLC | 4,008 | $3.31M | 0.38% | +2,020+101.6% | Added |
| Unigestion Holding SA | 4,012 | $3.31M | 0.19% | +2,459+158.3% | Added |
| First National Corp | 4,019 | $3.32M | 0.73% | −404−9.1% | Reduced |
| Thomasville National Bank | 4,028 | $3.33M | 0.24% | −74−1.8% | Reduced |
| Cloverfields Capital Group, LP | 4,035 | $3.33M | 1.10% | −63−1.5% | Reduced |
| Ascent Wealth Partners, LLC | 4,039 | $3.34M | 0.45% | +30+0.7% | Added |
| Signet Investment Advisory Group, Inc. | 4,043 | $3.34M | 1.68% | +210+5.5% | Added |
| J. Stern & Co. LLP | 4,049 | $3.34M | 0.32% | +564+16.2% | Added |
| Draper Asset Management, LLC | 4,052 | $3.35M | 2.63% | −677−14.3% | Reduced |
| CRA Financial Services, LLC | 4,067 | $3.36M | 0.57% | −131−3.1% | Reduced |
| Tectonic Advisors LLC | 4,071 | $3.36M | 0.21% | +181+4.7% | Added |
| Aries Wealth Management | 4,075 | $3.37M | 0.91% | −6−0.1% | Reduced |
| Harold Davidson & Associates Inc. | 4,084 | $3.37M | 1.84% | +42+1.0% | Added |
| Marshall Financial Group LLC | 4,093 | $3.38M | 0.74% | −79−1.9% | Reduced |
| PFG Advisors | 4,100 | $3.39M | 0.19% | +468+12.9% | Added |
| Synergy Financial Management, LLC | 4,107 | $3.39M | 0.43% | −2,904−41.4% | Reduced |
| Stokes Family Office, LLC | 4,112 | $3.40M | 0.38% | +4+0.1% | Added |
| Alta Advisers Ltd | 4,119 | $3.40M | 1.45% | +1,500+57.3% | Added |
| MONECO Advisors, LLC | 4,123 | $3.41M | 0.35% | −9−0.2% | Reduced |
| Annex Advisory Services, LLC | 4,124 | $3.41M | 0.10% | +240+6.2% | Added |
| Cornerstone Wealth Management, LLC | 4,142 | $3.42M | 0.23% | +319+8.3% | Added |
| Eagle Wealth Strategies LLC | 4,149 | $3.43M | 2.10% | +20.0% | Added |
| Peterson Wealth Management | 4,157 | $3.43M | 2.31% | −794−16.0% | Reduced |
| Advisory Alpha, LLC | 4,168 | $3.44M | 0.12% | +417+11.1% | Added |
| Freedom Day Solutions, LLC | 4,169 | $3.44M | 1.05% | −540−11.5% | Reduced |
| United Asset Strategies, Inc. | 4,177 | $3.45M | 0.32% | −127−3.0% | Reduced |
| Personal Cfo Solutions, LLC | 4,177 | $3.45M | 0.70% | +875+26.5% | Added |
| Bridgewater Advisors Inc. | 3,905 | $3.46M | 0.30% | +3,905 | New |
| Pennsylvania Capital Management Inc | 4,185 | $3.46M | 1.27% | −61−1.4% | Reduced |
| Boston Research & Management Inc | 4,188 | $3.46M | 0.85% | 00.0% | Unchanged |
| JCIC Asset Management Inc. | 4,199 | $3.47M | 1.45% | −73−1.7% | Reduced |
| Somerville Kurt F | 4,206 | $3.47M | 0.60% | +494+13.3% | Added |
| Clare Market Investments LLC | 4,209 | $3.48M | 0.92% | +2,003+90.8% | Added |
| CVFG LLC | 4,218 | $3.48M | 3.17% | −377−8.2% | Reduced |
| RB Capital Management, LLC | 4,219 | $3.48M | 0.85% | +204+5.1% | Added |
| Wiser Advisor Group LLC | 4,222 | $3.49M | 5.15% | +1,710+68.1% | Added |
| Curbstone Financial Management Corp | 4,224 | $3.49M | 0.74% | −40−0.9% | Reduced |
| Sandbox Financial Partners, LLC | 4,225 | $3.49M | 1.23% | −581−12.1% | Reduced |
| Gryphon Financial Partners LLC | 4,227 | $3.49M | 0.50% | +409+10.7% | Added |
| GeoWealth Management, LLC | 4,230 | $3.49M | 0.14% | −1,621−27.7% | Reduced |
| Alaethes Wealth LLC | 4,233 | $3.50M | 1.28% | +148+3.6% | Added |
| Philadelphia Trust Co | 4,235 | $3.50M | 0.30% | −5−0.1% | Reduced |
| Procyon Private Wealth Partners, LLC | 4,235 | $3.50M | 0.21% | +293+7.4% | Added |
| Kane Investment Management, Inc. | 4,236 | $3.50M | 1.69% | +218+5.4% | Added |
| Argent Advisors, Inc. | 4,245 | $3.51M | 1.17% | +284+7.2% | Added |
| Ausdal Financial Partners, Inc. | 4,248 | $3.51M | 0.26% | +459+12.1% | Added |
| Kathmere Capital Management, LLC | 4,249 | $3.51M | 0.30% | +101+2.4% | Added |
| Bedell Frazier Investment Counseling, LLC | 4,251 | $3.51M | 0.89% | +102+2.5% | Added |
| Tritonpoint Wealth, LLC | 4,254 | $3.51M | 0.33% | +70+1.7% | Added |