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 |
|---|---|---|---|---|---|
| Farmers & Merchants Trust Co of Chambersburg PA | 388 | $320.0K | 0.11% | −203−34.3% | Reduced |
| Carolinas Wealth Consulting LLC | 388 | $320.3K | 0.07% | +154+65.8% | Added |
| Pring Turner Capital Group Inc | 389 | $321.3K | 0.20% | −15−3.7% | Reduced |
| Granite Group Advisors, LLC | 389 | $321.3K | 0.22% | 00.0% | Unchanged |
| Insight Wealth Partners, LLC | 391 | $323.0K | 0.19% | −19−4.6% | Reduced |
| Capstone Wealth Management Group, LLC | 392 | $324.0K | 0.18% | −30−7.1% | Reduced |
| D.B. Root & Company, LLC | 394 | $325.5K | 0.11% | +63+19.0% | Added |
| Finward Bancorp | 395 | $326.2K | 0.28% | 00.0% | Unchanged |
| Old Mission Investment Co LLC | 397 | $327.9K | 0.10% | 00.0% | Unchanged |
| ORBA Wealth Advisors, L.L.C. | 397 | $327.9K | 0.17% | 00.0% | Unchanged |
| Goldstone Financial Group, LLC | 397 | $328.0K | 0.05% | −23−5.5% | Reduced |
| Smith Anglin Financial, LLC | 398 | $328.3K | 0.03% | +4+1.0% | Added |
| Torray LLC | 398 | $328.7K | 0.05% | 00.0% | Unchanged |
| Greykasell Wealth Strategies, Inc. | 398 | $328.8K | 0.18% | −13−3.2% | Reduced |
| EntryPoint Capital, LLC | 399 | $329.5K | 0.15% | +399 | New |
| FDx Advisors, Inc. | 399 | $330.0K | 0.11% | −32−7.4% | Reduced |
| Quad-Cities Investment Group, LLC | 400 | $330.1K | 0.16% | +1+0.3% | Added |
| WBI Investments | 400 | $330.2K | 0.09% | +400 | New |
| Baker Ellis Asset Management LLC | 400 | $330.4K | 0.05% | −30−7.0% | Reduced |
| American Institute for Advanced Investment Management, LLP | 400 | $330.4K | 0.25% | 00.0% | Unchanged |
| Pine Haven Investment Counsel, Inc | 400 | $330.4K | 0.28% | 00.0% | Unchanged |
| Bond & Devick Financial Network, Inc. | 400 | $330.4K | 0.12% | +400 | New |
| Vance Wealth, Inc. | 400 | $330.6K | 0.12% | +5+1.3% | Added |
| BancFirst Trust & Investment Management | 402 | $330.6K | 0.16% | −30−6.9% | Reduced |
| Curio Wealth, LLC | 3 | $330.7K | 0.17% | −401−99.3% | Reduced |
| May Barnhard Investments LLC | 400 | $330.7K | 0.17% | 00.0% | Unchanged |
| Towneley Capital Management, Inc | 401 | $330.9K | 0.08% | −7,778−95.1% | Reduced |
| Archetype Wealth Partners | 401 | $331.0K | 0.05% | +401 | New |
| Kooman & Associates | 402 | $332.0K | 0.12% | +28+7.5% | Added |
| Global Wealth Strategies & Associates | 403 | $332.8K | 0.10% | −178−30.6% | Reduced |
| Genesee Capital Advisors, LLC | 404 | $333.5K | 0.17% | +1+0.2% | Added |
| Aurdan Capital Management, LLC | 404 | $333.7K | 0.13% | −202−33.3% | Reduced |
| Seldon Capital LP | 404 | $333.7K | 0.21% | 00.0% | Unchanged |
| Peak Retirement Planning, Inc. | 405 | $334.5K | 0.19% | +117+40.6% | Added |
| Fairview Capital Investment Management, LLC | 406 | $335.3K | 0.02% | −44−9.8% | Reduced |
| WPG Advisers, LLC | 406 | $335.3K | 0.31% | −8−1.9% | Reduced |
| Littlejohn Financial Services, Inc. | 406 | $335.3K | 0.26% | 00.0% | Unchanged |
| Rainey & Randall Investment Management Inc. | 407 | $335.8K | 0.07% | +407 | New |
| Parus Finance (UK) Ltd | 407 | $336.1K | 0.11% | −26−6.0% | Reduced |
| One Charles Private Wealth Services, LLC | 408 | $337.0K | 0.11% | −39−8.7% | Reduced |
| Gallagher Capital Advisors, LLC | 409 | $337.6K | 0.26% | +1+0.2% | Added |
| Heritage Oak Wealth Advisors LLC | 409 | $337.8K | 0.15% | −10−2.4% | Reduced |
| Noesis Capital Mangement Corp | 409 | $337.8K | 0.07% | +101+32.8% | Added |
| Capital Planning LLC | 410 | $338.2K | 0.09% | −71−14.8% | Reduced |
| Madison Park Capital Advisors, LLC | 410 | $338.6K | 0.30% | +3+0.7% | Added |
| Summitry LLC | 410 | $338.6K | 0.02% | +16+4.1% | Added |
| Defined Financial Planning LLC | 421 | $339.0K | 0.34% | +26+6.6% | Added |
| Vantage Financial Partners, LLC | 411 | $339.5K | 0.08% | +1+0.2% | Added |
| Strata Wealth Advisors, LLC | 411 | $339.5K | 0.11% | −232−36.1% | Reduced |
| Peirce Capital Management, LLC | 412 | $340.3K | 0.17% | 00.0% | Unchanged |
| Sterling Financial Group, Inc. | 412 | $340.3K | 0.12% | +33+8.7% | Added |
| Kohmann Bosshard Financial Services, LLC | 413 | $341.1K | 0.04% | 00.0% | Unchanged |
| Kelly Financial Services LLC | 414 | $341.8K | 0.12% | 00.0% | Unchanged |
| RAM Investment Partners, LLC | 416 | $343.2K | 0.08% | +25+6.4% | Added |
| PTM Wealth Management, LLC | 474 | $344.2K | 0.36% | +474 | New |
| Broadway Wealth Solutions, Inc. | 417 | $344.4K | 0.25% | −54−11.5% | Reduced |
| Financial Perspectives, Inc | 417 | $344.4K | 0.12% | 00.0% | Unchanged |
| Cardinal Point Capital Management, ULC | 417 | $344.4K | 0.03% | +12+3.0% | Added |
| Byrne Asset Management LLC | – | $345.2K | 0.26% | – | – |
| RMR Capital Management, LLC | 418 | $345.2K | 0.25% | 00.0% | Unchanged |
| Barnes Dennig Private Wealth Management LLC | 419 | $346.1K | 0.52% | +419 | New |
| Capital Advisors Wealth Management, LLC | 419 | $346.2K | 0.06% | +28+7.2% | Added |
| BKM Wealth Management, LLC | 420 | $346.9K | 0.14% | −60−12.5% | Reduced |
| WorthPointe, LLC | 420 | $346.9K | 0.16% | −31−6.9% | Reduced |
| Wilkinson Global Asset Management LLC | 420 | $346.9K | 0.02% | −21−4.8% | Reduced |
| Willis Johnson & Associates, Inc. | 421 | $348.0K | 0.03% | +51+13.8% | Added |
| Rational Advisors LLC | 423 | $349.4K | 0.04% | −285−40.3% | Reduced |
| Emerald Mutual Fund Advisers Trust | 424 | $350.2K | 0.02% | −48−10.2% | Reduced |
| Round Rock Advisors, LLC | 425 | $350.6K | 0.07% | +15+3.7% | Added |
| Enclave Advisors LLC | 425 | $350.7K | 0.06% | +15+3.7% | Added |
| Palacios Wealth Management, LLC | 10,726 | $351.1K | 0.32% | +10,059+1,508.1% | Added |
| Dash Acquisitions Inc. | 472 | $351.8K | 0.08% | +88+22.9% | Added |
| Everest Management Corp. | 426 | $351.8K | 0.32% | +48+12.7% | Added |
| Covestor Ltd | 426 | $352.0K | 0.24% | +85+24.9% | Added |
| Wernau Asset Management Inc. | 426 | $352.1K | 0.36% | 00.0% | Unchanged |
| Howe & Rusling Inc | 426 | $352.2K | 0.03% | +55+14.8% | Added |
| KFG Wealth Management, LLC | 426 | $352.2K | 0.06% | −27−6.0% | Reduced |
| Paces Ferry Wealth Advisors, LLC | 427 | $352.6K | 0.18% | +16+3.9% | Added |
| PCG Asset Management, LLC | 429 | $354.3K | 0.33% | +138+47.4% | Added |
| Stuart Chaussee & Associates, Inc. | 430 | $355.1K | 0.09% | 00.0% | Unchanged |
| LeConte Wealth Management, LLC | 430 | $355.1K | 0.23% | +430 | New |
| Vision Financial Markets LLC | 430 | $355.1K | 0.39% | +430 | New |
| LongView Wealth Management | 431 | $355.6K | 0.11% | −3−0.7% | Reduced |
| Jackson Wealth Management, LLC | 432 | $357.0K | 0.04% | −5,853−93.1% | Reduced |
| Accredited Wealth Management, LLC | 433 | $357.6K | 0.30% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 432 | $358.4K | 0.09% | +325+303.7% | Added |
| PFG Private Wealth Management, LLC | 434 | $358.4K | 0.19% | −34−7.3% | Reduced |
| Landing Point Financial Group, LLC | 434 | $358.5K | 0.27% | −32−6.9% | Reduced |
| IAG Wealth Partners, LLC | 435 | $359.1K | 0.06% | −5−1.1% | Reduced |
| Oak Wealth Advisors LLC | 435 | $359.3K | 0.27% | 00.0% | Unchanged |
| Colton Groome Financial Advisors, LLC | 400 | $359.6K | 0.14% | −40−9.1% | Reduced |
| Northstar Advisory Group, LLC | 436 | $360.1K | 0.24% | 00.0% | Unchanged |
| Mandatum Life Insurance Co Ltd | 436 | $360.1K | 0.11% | +110+33.7% | Added |
| Earnest Partners LLC | 437 | $360.9K | 0.00% | 00.0% | Unchanged |
| Promus Capital, LLC | 437 | $360.9K | 0.27% | 00.0% | Unchanged |
| Abacus Wealth Partners, LLC | 437 | $360.9K | 0.05% | +6+1.4% | Added |
| Syverson Strege & Co | 437 | $361.0K | 0.12% | +22+5.3% | Added |
| Hoge Financial Services, LLC | 438 | $361.7K | 0.25% | +68+18.4% | Added |
| Clark Financial Services Group Inc | 439 | $362.3K | 0.25% | +3+0.7% | Added |
| Advanced Portfolio Management, LLC | 439 | $362.6K | 0.73% | −2,055−82.4% | Reduced |