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 $942.8B 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
- 3,929
- +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
- 1,799 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 | $942.8B |
| Q1 2026 | 4,392 | $712.9B |
| Q4 2025 | 4,453 | $843.2B |
| Q3 2025 | 3,905 | $583.5B |
| Q2 2025 | 3,915 | $610.1B |
| Q1 2025 | 3,929 | $688.4B |
| Q4 2024 | 3,914 | $602.9B |
| Q3 2024 | 3,667 | $687.4B |
| Q2 2024 | 3,572 | $707.0B |
| Q1 2024 | 3,466 | $607.2B |
| Q4 2023 | 3,277 | $457.2B |
| Q3 2023 | 2,979 | $421.9B |
| Q2 2023 | 2,819 | $366.7B |
| Q1 2023 | 2,620 | $269.7B |
| Q4 2022 | 2,673 | $288.4B |
| Q3 2022 | 2,490 | $256.1B |
| Q2 2022 | 2,451 | $255.6B |
| Q1 2022 | 2,350 | $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 |
|---|---|---|---|---|---|
| Precedent Wealth Partners, LLC | 255 | $210.6K | 0.06% | +255 | New |
| Gunderson Capital Management Inc. | 255 | $210.9K | 0.14% | −12,058−97.9% | Reduced |
| Armstrong, Fleming & Moore, Inc | 255 | $210.9K | 0.26% | −501−66.3% | Reduced |
| Schubert & Co | 256 | $211.4K | 0.14% | +256 | New |
| Hickory Point Bank & Trust | 256 | $211.4K | 0.19% | +256 | New |
| Code Waechter LLC | 257 | $212.0K | 0.17% | −31−10.8% | Reduced |
| Clarity Capital Partners LLC | 257 | $212.3K | 0.09% | −1,987−88.5% | Reduced |
| Ackerman Capital Advisors, LLC | 257 | $212.3K | 0.06% | +257 | New |
| Woodward Diversified Capital, LLC | 257 | $212.3K | 0.15% | +257 | New |
| Strategic Point Investment Advisors, LLC | 258 | $213.1K | 0.04% | +258 | New |
| Medallion Wealth Advisors, LLC | 265 | $213.4K | 0.10% | +3+1.1% | Added |
| Guardian Financial Partners, LLC | 259 | $213.7K | 0.10% | −99−27.7% | Reduced |
| Cedar Wealth Management, LLC | 259 | $213.9K | 0.08% | 00.0% | Unchanged |
| Birch Hill Investment Advisors LLC | 259 | $213.9K | 0.01% | +259 | New |
| Kellett Schaffner Wealth Advisors LLC | 259 | $213.9K | 0.15% | +259 | New |
| Elite Wealth Management, Inc. | 260 | $214.7K | 0.06% | −203−43.8% | Reduced |
| Compass Capital Management, Inc | 260 | $214.7K | 0.01% | 00.0% | Unchanged |
| Lakeshore Financial Planning, Inc. | 260 | $214.7K | 0.09% | +260 | New |
| Elevatus Welath Management | 260 | $214.8K | 0.12% | −384−59.6% | Reduced |
| Mraz, Amerine & Associates, Inc. | 262 | $215.5K | 0.04% | 00.0% | Unchanged |
| First Community Trust NA | 263 | $217.2K | 0.19% | 00.0% | Unchanged |
| Acima Private Wealth, LLC | 263 | $217.2K | 0.08% | 00.0% | Unchanged |
| Eq Wealth Advisors, LLC | 263 | $217.2K | 0.17% | 00.0% | Unchanged |
| Fulcrum Capital LLC | 263 | $217.2K | 0.05% | +263 | New |
| DDFG, Inc | 264 | $218.0K | 0.06% | 00.0% | Unchanged |
| Fiduciary Wealth Partners, LLC | 264 | $218.0K | 0.19% | +264 | New |
| Agp Franklin, LLC | 289 | $218.8K | 0.13% | −49−14.5% | Reduced |
| Invictus Private Wealth, LLC | 265 | $218.9K | 0.02% | −91−25.6% | Reduced |
| Rinkey Investments | 265 | $218.9K | 0.07% | 00.0% | Unchanged |
| NovaPoint Capital, LLC | 265 | $218.9K | 0.07% | 00.0% | Unchanged |
| Hollow Brook Wealth Management LLC | 266 | $219.7K | 0.06% | 00.0% | Unchanged |
| Columbia River Financial Group, LLC | 267 | $220.0K | 0.15% | 00.0% | Unchanged |
| Rocky Mountain Advisers, LLC | 267 | $220.5K | 0.07% | 00.0% | Unchanged |
| Matrix Trust Co | 267 | $221.0K | 0.04% | +55+25.9% | Added |
| BG Investment Services, Inc. | 268 | $221.1K | 0.24% | +268 | New |
| Continental Investors Services, Inc. | 269 | $222.6K | 0.44% | +269 | New |
| Allied Investment Advisors, LLC | 270 | $222.6K | 0.04% | 00.0% | Unchanged |
| NDWM LLC | 270 | $223.0K | 0.22% | 00.0% | Unchanged |
| Sunesis Advisors, LLC | 271 | $223.8K | 0.12% | 00.0% | Unchanged |
| Dodds Wealth, LLC | 271 | $224.0K | 0.07% | 00.0% | Unchanged |
| Momentous Wealth Management, Inc. | 272 | $224.7K | 0.16% | +272 | New |
| OneAscent Wealth Management LLC | 272 | $225.0K | 0.10% | −75−21.6% | Reduced |
| David Kennon Inc | 273 | $225.7K | 0.09% | +273 | New |
| Napatree Capital LLC | 274 | $226.3K | 0.13% | +274 | New |
| Quest Partners LLC | 275 | $227.1K | 0.02% | −179−39.4% | Reduced |
| Ade, LLC | 275 | $227.1K | 0.13% | 00.0% | Unchanged |
| Endeavor Private Wealth, Inc. | 275 | $227.4K | 0.12% | +275 | New |
| Fidato Wealth LLC | 276 | $228.0K | 0.17% | +11+4.2% | Added |
| Midwest Capital Advisors, LLC | 276 | $228.0K | 0.14% | +40+16.9% | Added |
| SLT Holdings LLC | 276 | $228.0K | 0.21% | +276 | New |
| Bernardo Wealth Planning LLC | 276 | $228.0K | 0.05% | +276 | New |
| Greenberg Financial Group | 248 | $228.2K | 0.10% | +248 | New |
| Balanced Rock Investment Advisor | 277 | $228.8K | 0.18% | −16−5.5% | Reduced |
| Clarity Wealth Advisors, LLC | 277 | $229.0K | 0.06% | −35−11.2% | Reduced |
| Legacy Wealth Management, LLC | 278 | $229.6K | 0.08% | 00.0% | Unchanged |
| Pflug Koory, LLC | 279 | $230.4K | 0.13% | −17−5.7% | Reduced |
| GenWealth Group, Inc. | 280 | $231.3K | 0.05% | +280 | New |
| RTD Financial Advisors, Inc. | 280 | $231.3K | 0.03% | +280 | New |
| Theory Financial LLC | 280 | $231.3K | 0.10% | +280 | New |
| Long Run Wealth Advisors, LLC | 280 | $231.6K | 0.05% | +280 | New |
| Ellenbecker Investment Group | 280 | $231.9K | 0.04% | −8−2.8% | Reduced |
| LifeGoal Wealth Advisors | 281 | $232.1K | 0.25% | 00.0% | Unchanged |
| Lincoln Capital Corp | 281 | $232.1K | 0.10% | +21+8.1% | Added |
| Variant Private Wealth, LLC | 282 | $233.3K | 0.25% | 00.0% | Unchanged |
| Veridan Wealth LLC | 283 | $233.6K | 0.11% | +6+2.2% | Added |
| NatWest Group plc | 283 | $233.7K | 0.07% | 00.0% | Unchanged |
| Campbell Deegan Wealth Management, LLC | 283 | $233.8K | 0.27% | −5−1.7% | Reduced |
| Elite Life Management LLC | 283 | $234.0K | 0.73% | +283 | New |
| Whalen Wealth Management Inc. | 284 | $234.2K | 0.16% | −740−72.3% | Reduced |
| Fulcrum Equity Management | 284 | $234.6K | 0.26% | −46−13.9% | Reduced |
| Howard Bailey Securities, LLC | 284 | $234.9K | 0.08% | −224−44.1% | Reduced |
| Shikiar Asset Management Inc | 284 | $235.0K | 0.07% | +4+1.4% | Added |
| Fortis Capital Management LLC | 285 | $235.7K | 0.05% | +285 | New |
| USAdvisors Wealth Management, LLC | 286 | $236.0K | 0.08% | +17+6.3% | Added |
| Davy Global Fund Management Ltd | 286 | $236.2K | 0.03% | −19−6.2% | Reduced |
| Puff Wealth Management, LLC | 286 | $236.4K | 0.42% | +286 | New |
| Holistic Planning, LLC | 287 | $237.2K | 0.08% | +287 | New |
| Notis-McConarty Edward | 288 | $237.9K | 0.12% | +288 | New |
| Perissos Private Wealth Management, LLC | 288 | $238.2K | 0.22% | 00.0% | Unchanged |
| Brio Consultants, LLC | 289 | $239.1K | 0.04% | +25+9.5% | Added |
| Pacifica Partners Inc. | 304 | $239.9K | 0.11% | +9+3.1% | Added |
| Chemung Canal Trust Co | 291 | $240.3K | 0.05% | −105−26.5% | Reduced |
| LifeSteps Financial, Inc. | 291 | $240.3K | 0.19% | −58−16.6% | Reduced |
| Austin Wealth Management, LLC | 280 | $240.8K | 0.05% | +280 | New |
| Kraft, Davis & Associates, LLC | 293 | $241.1K | 0.08% | −68−18.8% | Reduced |
| Disciplined Investors, L.L.C. | 293 | $241.6K | 0.22% | +34+13.1% | Added |
| True Link Financial Advisors, LLC | 293 | $242.0K | 0.02% | −526−64.2% | Reduced |
| Kaufman Rossin Wealth, LLC | 293 | $242.0K | 0.17% | +293 | New |
| Beirne Wealth Consulting Services, LLC | 294 | $242.8K | 0.09% | 00.0% | Unchanged |
| Lafayette Investments, Inc. | 295 | $243.6K | 0.05% | +25+9.3% | Added |
| Adamsbrown Wealth Consultants LLC | 295 | $243.9K | 0.08% | +30+11.3% | Added |
| SK Wealth Management, LLC | 299 | $244.4K | 0.13% | +1+0.3% | Added |
| HFG Advisors, Inc. | 296 | $244.5K | 0.21% | 00.0% | Unchanged |
| FSA Wealth Management LLC | 297 | $245.3K | 0.10% | +13+4.6% | Added |
| Astra Wealth Partners LLC | 297 | $245.3K | 0.23% | +35+13.4% | Added |
| Baring Financial LLC | 299 | $246.8K | 0.21% | +29+10.7% | Added |
| Evolution Wealth Advisors, LLC | 299 | $247.0K | 0.04% | −25−7.7% | Reduced |
| Marathon Trading Investment Management LLC | 300 | $247.8K | 0.13% | −500−62.5% | Reduced |
| Columbus Macro, LLC | 300 | $247.8K | 0.03% | 00.0% | Unchanged |
| All Terrain Financial Advisors, LLC | 300 | $247.8K | 0.10% | 00.0% | Unchanged |