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 |
|---|---|---|---|---|---|
| Carbahal Olsen Financial Services Group, LLC | 500 | $413.0K | 0.39% | 00.0% | Unchanged |
| Martin Capital Partners, LLC | 500 | $413.0K | 0.49% | 00.0% | Unchanged |
| Providence Capital Advisors, LLC | 502 | $414.6K | 0.09% | −5−1.0% | Reduced |
| Beaird Harris Wealth Management, LLC | 502 | $414.6K | 0.04% | +7+1.4% | Added |
| Collaborative Wealth Managment Inc. | 502 | $414.6K | 0.19% | +17+3.5% | Added |
| Meriwether Wealth & Planning, LLC | 502 | $414.6K | 0.27% | +22+4.6% | Added |
| Family Management Corp | 503 | $415.4K | 0.07% | +1+0.2% | Added |
| STAR Financial Bank | 504 | $416.3K | 0.30% | 00.0% | Unchanged |
| Balanced Wealth Group LLC | 505 | $416.8K | 0.20% | +1+0.2% | Added |
| Fairtree Asset Management (Pty) Ltd | 506 | $417.9K | 0.34% | +59+13.2% | Added |
| 49 Wealth Management, LLC | 507 | $418.6K | 0.05% | −251−33.1% | Reduced |
| Moody Aldrich Partners LLC | 508 | $419.6K | 0.09% | −5−1.0% | Reduced |
| Cypress Capital, LLC | 509 | $420.4K | 0.12% | −73−12.5% | Reduced |
| jvl associates llc | 509 | $420.4K | 0.17% | −10−1.9% | Reduced |
| Serenus Wealth Advisors, LLC | 509 | $420.4K | 0.07% | +80+18.6% | Added |
| TFC Financial Management | 509 | $420.5K | 0.06% | −23−4.3% | Reduced |
| Adalta Capital Management LLC | 510 | $421.2K | 0.22% | −275−35.0% | Reduced |
| Lion Street Advisors, LLC | 510 | $421.5K | 0.13% | +56+12.3% | Added |
| Harel Insurance Investments & Financial Services Ltd. | 511 | $422.0K | 0.01% | +186+57.2% | Added |
| Wilkins Miller Wealth Management, LLC | 512 | $422.9K | 0.32% | −33−6.1% | Reduced |
| Vicus Capital | 513 | $424.0K | 0.04% | −35−6.4% | Reduced |
| Braun-Bostich & Associates Inc. | 514 | $424.5K | 0.31% | +6+1.2% | Added |
| Bigelow Investment Advisors, LLC | 514 | $424.5K | 0.20% | +514 | New |
| Sutton Place Investors LLC | 515 | $425.3K | 0.29% | −1,738−77.1% | Reduced |
| Petrus Trust Company, LTA | 515 | $425.3K | 0.04% | +515 | New |
| Coston, McIsaac & Partners | 516 | $426.0K | 0.12% | −3−0.6% | Reduced |
| Trust Co of Oklahoma | 516 | $426.2K | 0.15% | −9−1.7% | Reduced |
| McCollum Christoferson Group LLC | 516 | $426.2K | 0.13% | 00.0% | Unchanged |
| Foguth Wealth Management, LLC. | 517 | $426.8K | 0.10% | −16−3.0% | Reduced |
| Global View Capital Management LLC | 517 | $427.0K | 0.16% | −26−4.8% | Reduced |
| Compton Financial Group, LLC | 517 | $427.0K | 0.12% | 00.0% | Unchanged |
| Chris Bulman Inc | 518 | $428.0K | 0.27% | +174+50.6% | Added |
| Southland Equity Partners LLC | 519 | $428.4K | 0.10% | −17−3.2% | Reduced |
| Fiduciary Planning LLC | 519 | $428.4K | 0.14% | +16+3.2% | Added |
| Blue Bell Private Wealth Management, LLC | 519 | $428.7K | 0.08% | +2+0.4% | Added |
| TAGStone Capital, Inc. | 520 | $430.0K | 0.21% | +1+0.2% | Added |
| GK Wealth Management LLC | 521 | $430.3K | 0.54% | +68+15.0% | Added |
| Morey & Quinn Wealth Partners, LLC | 521 | $430.3K | 0.36% | +3+0.6% | Added |
| J. L. Bainbridge & Co., Inc. | 523 | $432.2K | 0.04% | 00.0% | Unchanged |
| MBA Advisors LLC | 524 | $432.8K | 0.21% | +41+8.5% | Added |
| Saxon Interests, Inc. | 525 | $433.6K | 0.20% | +161+44.2% | Added |
| Commons Capital, LLC | 526 | $434.3K | 0.40% | +118+28.9% | Added |
| Fortune 45 LLC | 525 | $434.4K | 0.28% | +525 | New |
| Arkfeld Wealth Strategies, L.L.C. | 578 | $435.9K | 0.19% | 00.0% | Unchanged |
| Marks Group Wealth Management, Inc | 531 | $438.2K | 0.04% | 00.0% | Unchanged |
| Titleist Asset Management, LLC | 531 | $438.5K | 0.05% | +20+3.9% | Added |
| Strategic Financial Services, Inc, | 531 | $438.6K | 0.03% | −1−0.2% | Reduced |
| Royal Harbor Partners, LLC | 531 | $438.6K | 0.17% | 00.0% | Unchanged |
| Garner Asset Management Corp | 532 | $439.4K | 0.19% | 00.0% | Unchanged |
| First PREMIER Bank | 533 | $440.0K | 0.11% | 00.0% | Unchanged |
| Cottage Street Advisors LLC | 533 | $440.0K | 0.22% | +13+2.5% | Added |
| Southeast Asset Advisors Inc. | 533 | $440.2K | 0.05% | +13+2.5% | Added |
| Capital Advantage, Inc. | 571 | $441.0K | 0.08% | 00.0% | Unchanged |
| Operose Advisors LLC | 534 | $441.0K | 0.15% | 00.0% | Unchanged |
| Cresta Advisors, Ltd. | 535 | $441.9K | 0.23% | 00.0% | Unchanged |
| Panoramic Capital Partners, LLC | 609 | $442.3K | 0.46% | +190+45.3% | Added |
| Fairscale Capital, LLC | 537 | $443.6K | 0.40% | 00.0% | Unchanged |
| Wick Capital Partners, LLC | 537 | $443.6K | 0.13% | +66+14.0% | Added |
| First Bank & Trust | 538 | $444.3K | 0.09% | −6−1.1% | Reduced |
| Legacy Advisory Services, LLC | 538 | $444.3K | 0.38% | +23+4.5% | Added |
| Private Wealth Advisors | 538 | $444.7K | 0.19% | +1+0.2% | Added |
| Werba Rubin Papier Wealth Management | 539 | $445.2K | 0.10% | +75+16.2% | Added |
| W Advisors, LLC | 540 | $446.0K | 0.28% | 00.0% | Unchanged |
| Cohen & Steers, Inc. | 540 | $446.0K | 0.00% | −156−22.4% | Reduced |
| Henderson Brothers Financial Partners, LLC | 416 | $447.1K | 0.22% | +416 | New |
| Pittenger & Anderson Inc | 542 | $447.6K | 0.02% | −351−39.3% | Reduced |
| Keystone Wealth Services, LLC | 543 | $448.2K | 0.12% | −221−28.9% | Reduced |
| Lionshead Wealth Management, LLC | 543 | $448.5K | 0.47% | −44−7.5% | Reduced |
| United Advisor Group, LLC | 545 | $450.3K | 0.09% | +133+32.3% | Added |
| Wellspring Financial Advisors, LLC | 546 | $450.9K | 0.05% | +15+2.8% | Added |
| Claris Advisors, LLC | 546 | $450.9K | 0.17% | 00.0% | Unchanged |
| TL Private Wealth | 622 | $451.5K | 0.22% | +1+0.2% | Added |
| BHK Investment Advisors, LLC | 547 | $451.8K | 0.19% | −991−64.4% | Reduced |
| FSA Advisors, Inc. | 547 | $451.8K | 0.36% | +62+12.8% | Added |
| Emprise Bank | 548 | $452.6K | 0.24% | −28−4.9% | Reduced |
| Gould Asset Management LLC | 548 | $452.6K | 0.09% | 00.0% | Unchanged |
| CBIZ Investment Advisory Services, LLC | 548 | $452.8K | 0.02% | +68+14.2% | Added |
| Richmond Investment Services, LLC | 549 | $453.4K | 0.25% | 00.0% | Unchanged |
| ASB Consultores, LLC | 549 | $453.4K | 0.29% | −275−33.4% | Reduced |
| R. W. Roge & Company, Inc. | 550 | $454.0K | 0.25% | −3−0.5% | Reduced |
| Illumine Investment Management, LLC | 550 | $454.3K | 0.37% | 00.0% | Unchanged |
| Ionic Capital Management LLC | 550 | $454.3K | 0.52% | +550 | New |
| Hengehold Capital Management LLC | 551 | $455.3K | 0.04% | +2+0.4% | Added |
| Crescent Sterling, Ltd. | 553 | $456.7K | 0.47% | 00.0% | Unchanged |
| CCG Wealth Management, LLC | 554 | $457.6K | 0.27% | +40+7.8% | Added |
| Phoenix Wealth Advisors | 554 | $457.6K | 0.20% | +114+25.9% | Added |
| Vanguard Capital Wealth Advisors | 555 | $458.4K | 0.56% | −10−1.8% | Reduced |
| Centennial Bank | 555 | $458.4K | 0.22% | +71+14.7% | Added |
| Aurora Private Wealth, Inc. | 557 | $460.0K | 0.37% | −83−13.0% | Reduced |
| Waterway Wealth Management, LLC | 557 | $460.2K | 0.19% | +110+24.6% | Added |
| My Legacy Advisors, LLC | 558 | $460.9K | 0.18% | +102+22.4% | Added |
| Monticello Wealth Management, LLC | 560 | $462.1K | 0.04% | +22+4.1% | Added |
| TPG Advisors LLC | 560 | $462.5K | 0.36% | −40−6.7% | Reduced |
| Planning Center, Inc. | 560 | $462.5K | 0.05% | 00.0% | Unchanged |
| Garrison Point Advisors, LLC | 560 | $462.5K | 0.22% | +130+30.2% | Added |
| BOK Financial Private Wealth, Inc. | 560 | $462.5K | 0.03% | +436+351.6% | Added |
| Echo45 Advisors LLC | 561 | $463.2K | 0.31% | −63−10.1% | Reduced |
| Prestige Wealth Management Group LLC | 561 | $463.3K | 0.10% | −45−7.4% | Reduced |
| Scarborough Advisors, LLC | 563 | $465.0K | 0.07% | +563 | New |
| West Bancorporation Inc | 565 | $466.6K | 0.32% | +196+53.1% | Added |