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 |
|---|---|---|---|---|---|
| TCP Asset Management, LLC | 336 | $277.5K | 0.06% | −7−2.0% | Reduced |
| Measured Wealth Private Client Group, LLC | 337 | $278.3K | 0.09% | −18−5.1% | Reduced |
| Goepper Burkhardt LLC | 337 | $278.3K | 0.11% | +23+7.3% | Added |
| Global Strategic Investment Solutions, LLC | 337 | $278.4K | 0.03% | −69−17.0% | Reduced |
| Opes Wealth Management LLC | 337 | $278.4K | 0.06% | +21+6.6% | Added |
| Horizons Wealth Management | 338 | $279.2K | 0.21% | 00.0% | Unchanged |
| Fedenia Advisers LLC | 338 | $279.2K | 0.18% | +212+168.3% | Added |
| Balance Wealth, LLC | 339 | $279.8K | 0.18% | +339 | New |
| James Hambro & Partners | 340 | $280.7K | 0.01% | 00.0% | Unchanged |
| Genesis Private Wealth, LLC | 340 | $280.8K | 0.15% | +36+11.8% | Added |
| Asset Allocation & Management Company, LLC | 340 | $281.0K | 0.14% | 00.0% | Unchanged |
| Matrix Asset Advisors Inc | 340 | $281.0K | 0.03% | +38+12.6% | Added |
| Mission Financial Group, LLC | 307 | $282.1K | 0.26% | +307 | New |
| Hill Investment Group Partners, LLC | 342 | $282.5K | 0.04% | −423−55.3% | Reduced |
| Gerber, LLC | 342 | $282.5K | 0.24% | 00.0% | Unchanged |
| Potomac Fund Management Inc | 346 | $282.8K | 0.12% | +346 | New |
| Prostatis Group LLC | 343 | $283.3K | 0.09% | −13−3.7% | Reduced |
| GDS Wealth Management | 343 | $283.3K | 0.02% | +343 | New |
| Instrumental Wealth, LLC | 321 | $283.9K | 0.26% | +34+11.8% | Added |
| Flynn Zito Capital Management, LLC | 344 | $284.5K | 0.13% | 00.0% | Unchanged |
| Pacific Wealth Strategies Group, Inc. | 345 | $284.9K | 0.21% | 00.0% | Unchanged |
| Hidden Cove Wealth Management, LLC | 345 | $284.9K | 0.23% | +69+25.0% | Added |
| Investment Partners Asset Management, Inc. | 345 | $284.9K | 0.22% | +345 | New |
| Spreng Capital Management, Inc. | 347 | $286.6K | 0.13% | 00.0% | Unchanged |
| Verus Wealth Management, LLC | 347 | $286.6K | 0.31% | 00.0% | Unchanged |
| Gutierrez Wealth Advisory, LLC | 347 | $286.7K | 0.23% | +20+6.1% | Added |
| Cornerstone Management, Inc. | 348 | $287.4K | 0.05% | −11−3.1% | Reduced |
| Brown Miller Wealth Management, LLC | 348 | $287.5K | 0.10% | +348 | New |
| Cannon Financial Strategists, Inc. | 348 | $287.6K | 0.05% | 00.0% | Unchanged |
| Summit Wealth Group, LLC | 350 | $289.0K | 0.08% | +2+0.6% | Added |
| Paradigm Asset Management Co LLC | 350 | $289.1K | 0.08% | 00.0% | Unchanged |
| WS Portfolio Advisory, LLC | 350 | $289.1K | 1.71% | −250−41.7% | Reduced |
| Central Asset Investments & Management Holdings (HK) Ltd | 350 | $289.1K | 0.49% | 00.0% | Unchanged |
| NewSquare Capital LLC | 350 | $289.1K | 0.02% | +165+89.2% | Added |
| tru Independence LLC | 351 | $289.6K | 0.09% | +3+0.9% | Added |
| Leslie Global Wealth, LLC | 351 | $289.9K | 0.14% | −44−11.1% | Reduced |
| Darwin Advisors, LLC | 375 | $290.0K | 0.10% | 00.0% | Unchanged |
| AllSquare Wealth Management LLC | 352 | $290.7K | 0.17% | −15−4.1% | Reduced |
| Altus Wealth Group LLC | 352 | $290.7K | 0.14% | 00.0% | Unchanged |
| Whipplewood Advisors, LLC | 343 | $290.7K | 0.17% | −9−2.6% | Reduced |
| Andina Capital Management, LLC | 352 | $290.7K | 0.21% | +352 | New |
| Twin Focus Capital Partners, LLC | 353 | $291.5K | 0.05% | −65−15.6% | Reduced |
| Ashford Capital Management Inc | 353 | $291.5K | 0.04% | −12−3.3% | Reduced |
| Financial Advisory Corp | 355 | $293.0K | 0.09% | −39−9.9% | Reduced |
| Mountain Pacific Investment Advisers Inc | 355 | $293.2K | 0.02% | 00.0% | Unchanged |
| Dahring | Cusmano LLC | 355 | $293.3K | 0.25% | +5+1.4% | Added |
| Amussen Hunsaker Associates LLC | 355 | $293.5K | 0.04% | +355 | New |
| Lanham O'Dell & Company, Inc. | 357 | $294.9K | 0.17% | 00.0% | Unchanged |
| Madrona Financial Services, LLC | 357 | $294.9K | 0.08% | +36+11.2% | Added |
| Aspetuck Financial Management LLC | 357 | $294.9K | 0.25% | +65+22.3% | Added |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 402 | $295.4K | 0.12% | 00.0% | Unchanged |
| Burkett Financial Services, LLC | 358 | $295.5K | 0.12% | +1+0.3% | Added |
| Petros Family Wealth, LLC | 359 | $296.5K | 0.33% | +48+15.4% | Added |
| Wealth Management Nebraska | 359 | $296.5K | 0.05% | +96+36.5% | Added |
| AdviceOne Advisory Services, LLC | 359 | $296.5K | 0.24% | +18+5.3% | Added |
| Affinity Investment Advisors, LLC | 360 | $297.3K | 0.24% | 00.0% | Unchanged |
| Blue Square Asset Management, LLC | 360 | $297.3K | 0.16% | 00.0% | Unchanged |
| Truepoint, Inc. | 361 | $298.2K | 0.01% | −50−12.2% | Reduced |
| MAS Advisors LLC | 361 | $298.2K | 0.46% | 00.0% | Unchanged |
| Golden Road Advisors LLC | 361 | $298.2K | 0.23% | +7+2.0% | Added |
| Napa Wealth Management | 362 | $299.0K | 0.17% | −14−3.7% | Reduced |
| SGL Investment Advisors, Inc. | 399 | $299.8K | 0.15% | +94+30.8% | Added |
| Meredith Wealth Planning | 363 | $300.0K | 0.13% | 00.0% | Unchanged |
| Granite Bay Wealth Management, LLC | 364 | $301.0K | 0.10% | +24+7.1% | Added |
| McMahon Financial Advisors, LLC | 366 | $302.3K | 0.07% | 00.0% | Unchanged |
| One Day In July LLC | 367 | $303.1K | 0.03% | −52−12.4% | Reduced |
| Iams Wealth Management, LLC | 368 | $303.9K | 0.14% | +45+13.9% | Added |
| Lodestone Wealth Management LLC | 369 | $305.0K | 0.16% | −3−0.8% | Reduced |
| Carnegie Lake Advisors LLC | 371 | $306.0K | 0.12% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 371 | $306.4K | 0.04% | −109−22.7% | Reduced |
| MWA Asset Management | 372 | $307.2K | 0.21% | +37+11.0% | Added |
| Beacon Financial Advisory LLC | 372 | $307.3K | 0.09% | +92+32.9% | Added |
| Stordahl Capital Management, Inc. | 372 | $307.4K | 0.07% | +22+6.3% | Added |
| Prevail Innovative Wealth Advisors, LLC | 373 | $308.1K | 0.08% | −4,326−92.1% | Reduced |
| Guerra Pan Advisors, LLC | 374 | $308.9K | 0.24% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 375 | $309.3K | 0.07% | −7−1.8% | Reduced |
| Riversedge Advisors, LLC | 375 | $309.7K | 0.07% | +375 | New |
| Cura Wealth Advisors, LLC | 375 | $309.7K | 0.13% | +375 | New |
| Strategic Financial Partners, Ltd. | 375 | $309.8K | 0.16% | 00.0% | Unchanged |
| Watershed Private Wealth LLC | 376 | $310.5K | 0.12% | −22−5.5% | Reduced |
| MBB Public Markets I LLC | 376 | $310.5K | 0.04% | +376 | New |
| Richardson Financial Services Inc. | 376 | $310.5K | 0.24% | +44+13.3% | Added |
| Legacy Financial Group, Inc. | 376 | $310.9K | 0.10% | −104−21.7% | Reduced |
| Landaas & Co | 377 | $311.0K | 0.09% | 00.0% | Unchanged |
| Uhlmann Price Securities, LLC | 378 | $312.0K | 0.23% | 00.0% | Unchanged |
| Alpha Zero LLC | 378 | $312.2K | 0.24% | −33−8.0% | Reduced |
| Summa Corp. | 378 | $312.2K | 0.18% | +378 | New |
| GSG Advisors LLC | 415 | $312.8K | 0.10% | −10−2.4% | Reduced |
| Slagle Financial, LLC | 381 | $314.4K | 0.14% | 00.0% | Unchanged |
| Sharp Financial Services, LLC | 381 | $314.7K | 0.24% | +55+16.9% | Added |
| New Insight Wealth Advisors | 381 | $314.7K | 0.14% | +381 | New |
| M1 Capital Management LLC | 381 | $314.9K | 0.20% | +381 | New |
| Parkside Advisors LLC | 382 | $315.5K | 0.08% | 00.0% | Unchanged |
| VanderPol Investments L.L.C. | 382 | $315.5K | 0.67% | +1+0.3% | Added |
| KFA Private Wealth Group, LLC | 382 | $315.5K | 0.11% | +25+7.0% | Added |
| Gibraltar Capital Management, Inc. | 382 | $315.6K | 0.07% | −244−39.0% | Reduced |
| Access Financial Services, Inc. | 386 | $318.8K | 0.13% | +386 | New |
| Arq Wealth Advisors, LLC | 386 | $318.8K | 0.12% | +16+4.3% | Added |
| Absolute Gestao de Investimentos Ltda. | 387 | $319.6K | 0.14% | +60+18.3% | Added |
| Leith Wheeler Investment Counsel Ltd. | 387 | $319.6K | 0.02% | +387 | New |