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 |
|---|---|---|---|---|---|
| Petra Financial Advisors Inc | 440 | $363.4K | 0.30% | +440 | New |
| Poinciana Advisors Group, LLC | 440 | $363.5K | 0.38% | +440 | New |
| Catalyst Private Wealth, LLC | 441 | $364.2K | 0.18% | +4+0.9% | Added |
| Brighton Securities Corp. | 441 | $364.2K | 0.18% | +81+22.5% | Added |
| Paladin Advisory Group, LLC | 443 | $365.9K | 0.29% | −147−24.9% | Reduced |
| Seelaus Asset Management LLC | 443 | $365.9K | 0.35% | −18−3.9% | Reduced |
| JNBA Financial Advisors | 443 | $365.9K | 0.04% | −56−11.2% | Reduced |
| One Wealth Advisors, LLC | 445 | $367.5K | 0.05% | +111+33.2% | Added |
| Swan Global Investments, LLC | 445 | $367.5K | 0.02% | +167+60.1% | Added |
| Beacon Financial Group | 446 | $368.1K | 0.04% | +18+4.2% | Added |
| Finley Financial, LLC | 416 | $368.2K | 0.21% | 00.0% | Unchanged |
| Ridgewood Investments LLC | 446 | $368.4K | 0.17% | +19+4.4% | Added |
| Ruggaard & Associates LLC | 446 | $368.4K | 0.16% | +3+0.7% | Added |
| Retireful, LLC | 448 | $368.5K | 0.36% | +448 | New |
| Claret Asset Management Corp | 447 | $369.0K | 0.05% | +21+4.9% | Added |
| Trust Co | 447 | $369.2K | 0.04% | 00.0% | Unchanged |
| LCM Capital Management Inc | 447 | $369.2K | 0.22% | +30+7.2% | Added |
| BIP Alliance, LLC | 447 | $369.2K | 0.16% | +59+15.2% | Added |
| Silvia McColl Wealth Management, LLC | 449 | $370.8K | 0.28% | +23+5.4% | Added |
| Wise Wealth Partners | 450 | $371.7K | 0.89% | +1+0.2% | Added |
| Joseph P. Lucia & Associates, LLC | 451 | $372.1K | 0.17% | +19+4.4% | Added |
| Hartmann Taylor Wealth Management, LLC | 452 | $373.3K | 0.33% | +452 | New |
| Charles Schwab Trust Co | 453 | $374.1K | 0.03% | +132+41.1% | Added |
| Wambolt & Associates, LLC | 465 | $374.4K | 0.13% | −21−4.3% | Reduced |
| Byrne Financial Freedom, LLC | 453 | $374.5K | 0.21% | 00.0% | Unchanged |
| Ballast Advisors LLC | 454 | $375.0K | 0.12% | 00.0% | Unchanged |
| Crowley Wealth Management, Inc. | 457 | $377.4K | 0.36% | 00.0% | Unchanged |
| Tableaux LLC | 457 | $377.4K | 0.27% | +23+5.3% | Added |
| RS Crum Inc. | 458 | $378.5K | 0.10% | +49+12.0% | Added |
| Park Capital Management, LLC | 459 | $378.7K | 0.44% | +32+7.5% | Added |
| Element Wealth, LLC | 459 | $379.0K | 0.20% | −20−4.2% | Reduced |
| Willow Creek Wealth Management Inc. | 459 | $379.1K | 0.04% | −11−2.3% | Reduced |
| Griffith & Werner, Inc. | 459 | $379.2K | 0.24% | +23+5.3% | Added |
| Maltin Wealth Management, Inc. | 460 | $379.7K | 0.18% | 00.0% | Unchanged |
| Level Financial Advisors, Inc. | 460 | $379.7K | 0.13% | +37+8.7% | Added |
| Osprey Private Wealth LLC | 460 | $379.9K | 0.23% | +25+5.7% | Added |
| Goodman Advisory Group, LLC | 460 | $379.9K | 0.12% | +460 | New |
| Moser Wealth Advisors, LLC | 460 | $379.9K | 0.20% | +5+1.1% | Added |
| Rappaport Reiches Capital Management, LLC | 460 | $380.1K | 0.09% | +198+75.6% | Added |
| Curated Wealth Partners LLC | 461 | $380.7K | 0.05% | +147+46.8% | Added |
| G&S Capital LLC | 461 | $380.7K | 0.16% | +461 | New |
| Princeton Global Asset Management LLC | 462 | $381.6K | 0.08% | −122−20.9% | Reduced |
| CapWealth Advisors, LLC | 462 | $381.6K | 0.04% | +19+4.3% | Added |
| Capital Counsel LLC | 462 | $381.6K | 0.02% | +170+58.2% | Added |
| Mountain Capital Investment Advisors, Inc | 444 | $381.8K | 0.08% | +73+19.7% | Added |
| Retirement Planning Group | 465 | $383.6K | 0.02% | +101+27.7% | Added |
| Winebrenner Capital Management LLC | 465 | $384.0K | 0.35% | −154−24.9% | Reduced |
| Yarger Wealth Strategies, LLC | 465 | $384.3K | 0.22% | +15+3.3% | Added |
| Whelan Financial | 465 | $384.4K | 0.15% | −19−3.9% | Reduced |
| Cascade Investment Group, Inc. | 466 | $384.9K | 0.30% | −92−16.5% | Reduced |
| Cohen Capital Management, Inc. | 466 | $384.9K | 0.07% | +128+37.9% | Added |
| Norris Perne & French LLP | 466 | $385.1K | 0.03% | +20+4.5% | Added |
| Wall Street Access Asset Management, LLC | 467 | $385.4K | 0.15% | −6−1.3% | Reduced |
| Hutchinson Capital Management | 468 | $386.5K | 0.07% | 00.0% | Unchanged |
| Dorsey Wright & Associates | 468 | $387.0K | 0.10% | −16,101−97.2% | Reduced |
| Index Fund Advisors, Inc. | 469 | $387.1K | 0.02% | −176−27.3% | Reduced |
| J2 Capital Management Inc | 469 | $387.4K | 0.36% | +7+1.5% | Added |
| Koss-Olinger Consulting, LLC | 470 | $388.0K | 0.03% | +470 | New |
| Horst & Graben Wealth Management LLC | 470 | $388.1K | 0.07% | +44+10.3% | Added |
| Summit Wealth Partners, LLC | 470 | $388.4K | 0.08% | +17+3.8% | Added |
| Wormser Freres Gestion | 471 | $388.8K | 0.24% | +138+41.4% | Added |
| Bayesian Capital Management, LP | 473 | $390.7K | 0.06% | +473 | New |
| Cadent Capital Advisors, LLC | 475 | $392.4K | 0.15% | 00.0% | Unchanged |
| Rooted Wealth Advisors, Inc. | 532 | $392.8K | 0.17% | −57−9.7% | Reduced |
| Orion Investment Co | 476 | $393.1K | 0.16% | +14+3.0% | Added |
| Prospect Financial Group LLC | 476 | $393.1K | 0.50% | +25+5.5% | Added |
| Lakeside Advisors, INC. | 477 | $394.0K | 0.26% | 00.0% | Unchanged |
| Correct Capital Wealth Management | 479 | $395.4K | 0.08% | +30+6.7% | Added |
| Alhambra Investment Partners LLC | 479 | $395.6K | 0.20% | +14+3.0% | Added |
| Gallacher Capital Management LLC | 479 | $395.8K | 0.19% | +92+23.8% | Added |
| Paradigm Capital Management, LLC | 480 | $396.0K | 0.40% | 00.0% | Unchanged |
| Sierra Ocean, LLC | 479 | $396.3K | 0.31% | −24−4.8% | Reduced |
| Values First Advisors, Inc. | 481 | $397.0K | 0.23% | +17+3.7% | Added |
| Keb Asset Management, LLC | 481 | $397.3K | 0.11% | −50−9.4% | Reduced |
| Bank of Stockton | 484 | $399.7K | 0.13% | +7+1.5% | Added |
| Advanced Asset Management Advisors Inc | 484 | $399.9K | 0.11% | −1−0.2% | Reduced |
| Endowment Wealth Management, Inc. | 484 | $399.9K | 0.26% | +22+4.8% | Added |
| Voisard Asset Management Group, Inc. | 484 | $400.0K | 0.12% | 00.0% | Unchanged |
| Barnes Pettey Financial Advisors, LLC | 486 | $401.4K | 0.31% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 486 | $401.5K | 0.02% | +54+12.5% | Added |
| Fielder Capital Group LLC | 487 | $401.9K | 0.12% | +106+27.8% | Added |
| Independent Wealth Network Inc. | 487 | $402.2K | 0.16% | −52−9.6% | Reduced |
| Farmers Trust Co | 488 | $403.0K | 0.08% | 00.0% | Unchanged |
| Clifford Group, LLC | 490 | $404.7K | 0.38% | +5+1.0% | Added |
| American Capital Advisory, LLC | 490 | $404.7K | 0.22% | +17+3.6% | Added |
| Bank of Nova Scotia Trust Co | 492 | $406.3K | 0.04% | +492 | New |
| First National Bank | 492 | $406.3K | 0.26% | −17−3.3% | Reduced |
| Alpha Financial Partners, LLC | 493 | $407.0K | 0.33% | +37+8.1% | Added |
| RWC Asset Management LLP | 493 | $407.2K | 0.02% | +6+1.2% | Added |
| Tennessee Valley Asset Management Partners | 493 | $407.4K | 0.07% | +13+2.7% | Added |
| First Hawaiian Bank | 494 | $408.0K | 0.06% | −7,564−93.9% | Reduced |
| Nautilus Advisors LLC | 494 | $408.4K | 0.34% | 00.0% | Unchanged |
| Weaver Consulting Group | 495 | $408.8K | 0.12% | +3+0.6% | Added |
| Houlihan Financial Resource Group, Ltd. | 495 | $409.0K | 0.18% | 00.0% | Unchanged |
| Ascent Capital Management, LLC | 495 | $409.1K | 0.41% | +12+2.5% | Added |
| Covenant Partners, LLC | 496 | $409.7K | 0.13% | 00.0% | Unchanged |
| Nova Wealth Management, Inc. | 496 | $409.8K | 0.35% | −124−20.0% | Reduced |
| Palumbo Wealth Management LLC | 497 | $410.6K | 0.14% | +497 | New |
| Elios Financial Group Inc. | 498 | $411.4K | 0.20% | +8+1.6% | Added |
| Taikang Asset Management (Hong Kong) Co Ltd | 500 | $413.0K | 0.06% | 00.0% | Unchanged |