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 |
|---|---|---|---|---|---|
| Legend Financial Advisors, Inc. | 300 | $247.8K | 0.18% | 00.0% | Unchanged |
| Threadgill Financial, LLC | 300 | $247.8K | 0.13% | 00.0% | Unchanged |
| Knott David M Jr | 300 | $247.8K | 0.12% | 00.0% | Unchanged |
| HRC Wealth Management, LLC | 300 | $247.8K | 0.15% | 00.0% | Unchanged |
| Blue Rock Wealth Management LLC | 300 | $247.8K | 0.21% | 00.0% | Unchanged |
| Kera Capital Partners, Inc. | 300 | $247.8K | 0.07% | +1+0.3% | Added |
| Mawer Investment Management Ltd. | 300 | $247.8K | 0.00% | +300 | New |
| Plan A Wealth LLC | 300 | $247.8K | 0.19% | +300 | New |
| Coordinated Financial Services, Inc. | 300 | $247.9K | 0.19% | +300 | New |
| O'Neil Global Advisors, Inc. | 300 | $248.0K | 0.47% | +300 | New |
| America First Investment Advisors, LLC | 301 | $248.6K | 0.05% | 00.0% | Unchanged |
| Stonekeep Investments, LLC | 301 | $248.6K | 0.18% | 00.0% | Unchanged |
| Single Point Partners, LLC | 302 | $249.0K | 0.06% | −24−7.4% | Reduced |
| Maridea Wealth Management LLC | 303 | $250.3K | 0.08% | −23−7.1% | Reduced |
| Front Row Advisors LLC | 303 | $250.5K | 0.10% | 00.0% | Unchanged |
| Haven Capital Group, Inc. | 304 | $251.0K | 0.28% | +304 | New |
| Sterneck Capital Management, LLC | 304 | $251.1K | 0.14% | −12−3.8% | Reduced |
| Atom Investors LP | 305 | $251.9K | 0.03% | +1+0.3% | Added |
| Intergy Private Wealth, LLC | 305 | $251.9K | 0.10% | +305 | New |
| Templeton & Phillips Capital Management, LLC | 306 | $252.7K | 0.18% | 00.0% | Unchanged |
| Wingate Wealth Advisors, Inc. | 307 | $253.6K | 0.29% | 00.0% | Unchanged |
| MPWM Advisory Solutions, LLC | 307 | $253.7K | 0.18% | +63+25.8% | Added |
| Lutz Financial Services LLC | 308 | $254.4K | 0.02% | −6−1.9% | Reduced |
| Axecap Investments, LLC | 309 | $255.2K | 0.22% | −54−14.9% | Reduced |
| ShankerValleau Wealth Advisors, Inc. | 309 | $255.2K | 0.08% | 00.0% | Unchanged |
| George Kaiser Family Foundation | 309 | $255.2K | 0.04% | +309 | New |
| Fonville Wealth Management LLC | 309 | $255.2K | 0.08% | −35−10.2% | Reduced |
| Strategic Family Wealth Counselors, L.L.C. | 309 | $255.2K | 0.08% | +38+14.0% | Added |
| Websterrogers Financial Advisors, LLC | 310 | $256.0K | 0.09% | −174−36.0% | Reduced |
| Blue Zone Wealth Advisors, LLC | 310 | $256.0K | 0.07% | +32+11.5% | Added |
| Berkshire Money Management, Inc. | 310 | $256.0K | 0.03% | −81−20.7% | Reduced |
| Lountzis Asset Management, LLC | 292 | $256.2K | 0.10% | +292 | New |
| ACT Advisors, LLC. | 310 | $256.2K | 0.14% | −8−2.5% | Reduced |
| MeadowBrook Investment Advisors LLC | 311 | $256.9K | 0.24% | +285+1,096.2% | Added |
| XY Capital Ltd | 311 | $256.9K | 0.17% | +311 | New |
| X-Square Capital, LLC | 311 | $257.0K | 0.11% | −100−24.3% | Reduced |
| Capstone Capital Wealth Advisors | 312 | $257.7K | 0.21% | −29−8.5% | Reduced |
| Joule Financial, LLC | 312 | $257.7K | 0.09% | +24+8.3% | Added |
| Spectrum Wealth Advisory Group, LLC | 312 | $257.7K | 0.12% | +312 | New |
| Biltmore Wealth Management, LLC | 312 | $257.8K | 0.11% | 00.0% | Unchanged |
| LifePlan Investment Advisors, Inc. | 312 | $257.9K | 0.15% | −6−1.9% | Reduced |
| Trillium Asset Management, LLC | 314 | $259.0K | 0.01% | 00.0% | Unchanged |
| Tanager Wealth Management LLP | 314 | $259.3K | 0.03% | +314 | New |
| Helen Stephens Group, LLC | 314 | $259.4K | 0.07% | 00.0% | Unchanged |
| Dohj, LLC | 314 | $259.4K | 0.06% | +314 | New |
| AMJ Financial Wealth Management | 314 | $259.6K | 0.08% | −7−2.2% | Reduced |
| Hughes Financial Services, LLC | 323 | $259.7K | 0.05% | +35+12.2% | Added |
| Gordian Capital Singapore Pte Ltd | 315 | $259.8K | 0.16% | −975−75.6% | Reduced |
| Pennington Partners & Co., LLC | 315 | $259.8K | 0.15% | −265−45.7% | Reduced |
| Lorne Steinberg Wealth Management Inc. | 315 | $260.2K | 0.08% | −16−4.8% | Reduced |
| Armistice Capital, LLC | 315 | $260.2K | 0.01% | +315 | New |
| Wiser Wealth Management, Inc | 316 | $261.1K | 0.07% | +22+7.5% | Added |
| AJ Advisors, LLC | 316 | $261.2K | 0.13% | +316 | New |
| Westfuller Advisors, LLC | 317 | $261.6K | 0.17% | +317 | New |
| Frazier Financial Advisors, LLC | 317 | $261.8K | 0.20% | −204−39.2% | Reduced |
| Cornerstone Wealth Advisors, Inc. | 318 | $262.6K | 0.07% | −15−4.5% | Reduced |
| Avenue 1 Advisors, LLC | 318 | $262.6K | 0.10% | −10−3.0% | Reduced |
| ERTS Wealth Advisors, LLC | 318 | $262.6K | 0.05% | 00.0% | Unchanged |
| Saudi Central Bank | 318 | $262.6K | 1.39% | +318 | New |
| Centennial Wealth Advisory LLC | 318 | $262.7K | 0.10% | +19+6.4% | Added |
| Hanlon Investment Management, Inc. | 318 | $262.7K | 0.20% | −3,220−91.0% | Reduced |
| Outlook Wealth Advisors, LLC | 319 | $263.5K | 0.07% | −26−7.5% | Reduced |
| Peak Financial Management, Inc. | 320 | $264.3K | 0.08% | −45−12.3% | Reduced |
| Palisade Capital Management LLC | 320 | $264.3K | 0.01% | 00.0% | Unchanged |
| Aspen Capital Management, LLC | 320 | $264.3K | 0.08% | +320 | New |
| Fidelity D & D Bancorp Inc | 321 | $265.1K | 0.17% | 00.0% | Unchanged |
| Capstone Wealth Management, LLC | 321 | $265.1K | 0.26% | 00.0% | Unchanged |
| Jessup Wealth Management, Inc | 322 | $265.7K | 0.11% | −70−17.9% | Reduced |
| Investment Advisory Services Inc | 322 | $266.2K | 0.10% | 00.0% | Unchanged |
| Courage Miller Partners, LLC | 325 | $268.4K | 0.09% | −2−0.6% | Reduced |
| Twin Lakes Capital Management, LLC | 325 | $268.4K | 0.18% | 00.0% | Unchanged |
| Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna | 325 | $268.4K | 0.13% | +180+124.1% | Added |
| PFS Partners, LLC | 325 | $268.7K | 0.14% | 00.0% | Unchanged |
| 25 LLC | 326 | $269.2K | 0.11% | +21+6.9% | Added |
| Auour Investments LLC | 300 | $269.7K | 0.10% | 00.0% | Unchanged |
| Leonard Rickey Investment Advisors P.L.L.C. | 358 | $270.0K | 0.06% | −10−2.7% | Reduced |
| Rockbridge Investment Management, LCC | 327 | $270.2K | 0.03% | +30+10.1% | Added |
| NDVR, Inc. | 328 | $270.9K | 0.28% | −7−2.1% | Reduced |
| Bell Investment Advisors, Inc | 328 | $270.9K | 0.05% | +13+4.1% | Added |
| Elevate Capital Advisors, LLC | 328 | $271.0K | 0.25% | −12−3.5% | Reduced |
| Conrad Siegel Investment Advisors, Inc. | 329 | $271.7K | 0.07% | +34+11.5% | Added |
| Advance Capital Management, Inc. | 329 | $271.8K | 0.01% | +16+5.1% | Added |
| White Pine Capital LLC | 330 | $272.6K | 0.09% | 00.0% | Unchanged |
| Mason Investment Advisory Services, Inc. | 330 | $272.8K | 0.02% | +60+22.2% | Added |
| Alesco Advisors LLC | 331 | $273.4K | 0.01% | +25+8.2% | Added |
| Plan Group Financial, LLC | 331 | $273.5K | 0.10% | +331 | New |
| Capstone Financial Advisors, Inc. | 332 | $273.9K | 0.02% | −82−19.8% | Reduced |
| Glass Jacobson Investment Advisors llc | 355 | $274.0K | 0.09% | 00.0% | Unchanged |
| Kirtland Hills Capital Management, LLC | 327 | $274.3K | 0.17% | +21+6.9% | Added |
| Aspiring Ventures, LLC | 354 | $275.0K | 0.16% | +3+0.9% | Added |
| Teamwork Financial Advisors, LLC | 334 | $275.9K | 0.04% | −537−61.7% | Reduced |
| A&I Financial Services, LLC | 334 | $275.9K | 0.19% | +33+11.0% | Added |
| FMA Wealth Management, LLC | 300 | $276.2K | 0.21% | 00.0% | Unchanged |
| Citizens & Northern Corp | 335 | $276.7K | 0.08% | −39−10.4% | Reduced |
| TruNorth Capital Management, LLC | 335 | $276.7K | 0.07% | 00.0% | Unchanged |
| Shay Capital LLC | 335 | $276.7K | 0.08% | +335 | New |
| Disciplined Investments, LLC | 335 | $276.8K | 0.13% | 00.0% | Unchanged |
| Thrive Capital Management, LLC | 335 | $276.9K | 0.17% | +335 | New |
| Adams Wealth Management | 335 | $277.0K | 0.05% | −15−4.3% | Reduced |
| CacheTech Inc. | 335 | $277.0K | 0.05% | −15−4.3% | Reduced |