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 |
|---|---|---|---|---|---|
| KilterHowling LLC | 622 | $467.7K | 0.30% | 00.0% | Unchanged |
| Bellevue Asset Management, LLC | 567 | $468.3K | 0.26% | 00.0% | Unchanged |
| Morling Financial Advisors, LLC | 567 | $468.3K | 0.16% | +301+113.2% | Added |
| Twin Tree Management, LP | 567 | $468.3K | 0.01% | +567 | New |
| GR Financial Group, LLC | 569 | $469.6K | 0.07% | +1+0.2% | Added |
| Viawealth, LLC | 570 | $470.8K | 0.29% | +44+8.4% | Added |
| Evergreen Wealth Solutions, LLC | 570 | $470.8K | 0.32% | +40+7.5% | Added |
| Dunhill Financial, LLC | 574 | $474.0K | 0.22% | −8−1.4% | Reduced |
| Silver Oak Advisory Group, Inc. | 575 | $474.0K | 0.25% | −43−7.0% | Reduced |
| Purkiss Capital Advisors LLC | 575 | $474.6K | 0.36% | −11−1.9% | Reduced |
| WESPAC Advisors, LLC | 576 | $475.7K | 0.39% | −198−25.6% | Reduced |
| Jackson Creek Investment Advisors LLC | 576 | $476.0K | 0.15% | −4−0.7% | Reduced |
| Foster Victor Wealth Advisors, LLC | 651 | $476.5K | 0.04% | −91−12.3% | Reduced |
| Tobias Financial Advisors, Inc. | 577 | $476.8K | 0.09% | +270+87.9% | Added |
| Heritage Wealth Partners, LLC | 578 | $477.0K | 0.73% | −424−42.3% | Reduced |
| BetterWealth, LLC | 578 | $477.2K | 0.13% | −11−1.9% | Reduced |
| Cheviot Value Management, LLC | 581 | $477.3K | 0.06% | 00.0% | Unchanged |
| Vickerman Investment Advisors, Inc. | 579 | $478.2K | 0.11% | −149−20.5% | Reduced |
| Good Steward Wealth Advisors,LLC | 580 | $479.0K | 0.44% | +580 | New |
| Dupree Financial Group, LLC | 581 | $479.9K | 0.19% | −2−0.3% | Reduced |
| Burk Holdings LLC | 582 | $480.7K | 0.36% | 00.0% | Unchanged |
| Luken Investment Analytics, LLC | 584 | $482.3K | 0.23% | +14+2.5% | Added |
| AIMZ Investment Advisors, LLC | 584 | $482.6K | 0.17% | +81+16.1% | Added |
| Aquire Wealth Advisors, LLC | 585 | $483.2K | 0.15% | 00.0% | Unchanged |
| Lee Danner & Bass Inc | 585 | $483.2K | 0.04% | +26+4.7% | Added |
| Pacific Capital Wealth Advisors, Inc | 587 | $484.8K | 0.08% | −1−0.2% | Reduced |
| High Falls Advisors, Inc | 587 | $484.8K | 0.11% | +22+3.9% | Added |
| CKW Financial Group | 602 | $485.0K | 0.06% | −700−53.8% | Reduced |
| Elefante Mark B | 588 | $485.6K | 0.38% | +588 | New |
| TB Alternative Assets Ltd. | 590 | $487.3K | 0.11% | +590 | New |
| Blue Barn Wealth, LLC | 591 | $488.1K | 0.25% | +98+19.9% | Added |
| SPC Financial, Inc. | 594 | $490.6K | 0.04% | −4−0.7% | Reduced |
| Franklin, Parlapiano, Turner & Welch, LLC | 594 | $490.6K | 0.13% | 00.0% | Unchanged |
| Ullmann Financial Group, Inc. | 594 | $490.6K | 0.07% | +109+22.5% | Added |
| Rebalance, LLC | 595 | $491.7K | 0.04% | +8+1.4% | Added |
| Red Wave Investments LLC | 597 | $493.1K | 0.18% | 00.0% | Unchanged |
| DecisionMap Wealth Management, LLC | 598 | $493.9K | 0.38% | +36+6.4% | Added |
| Summit Wealth & Retirement Planning, Inc. | 598 | $493.9K | 0.15% | +52+9.5% | Added |
| Wilson & Boucher Capital Management, LLC | 599 | $494.9K | 0.37% | −40−6.3% | Reduced |
| ADAR1 Capital Management, LLC | 600 | $495.5K | 0.10% | −750−55.6% | Reduced |
| One + One Wealth Management, LLC | 600 | $495.5K | 0.27% | −94−13.5% | Reduced |
| BigSur Wealth Management LLC | 600 | $495.5K | 0.13% | 00.0% | Unchanged |
| Hamilton Capital Partners, LLC | 601 | $496.4K | 0.31% | −6,104−91.0% | Reduced |
| Midwest Heritage Bank, FSB | 601 | $496.4K | 0.20% | 00.0% | Unchanged |
| Ergawealth Advisors, Inc. | 602 | $497.2K | 0.25% | −18−2.9% | Reduced |
| Tillman Hartley LLC | 602 | $497.2K | 0.14% | 00.0% | Unchanged |
| Buffington Mohr McNeal | 602 | $497.3K | 0.10% | −2,087−77.6% | Reduced |
| Financial Freedom, LLC | 602 | $497.4K | 0.29% | 00.0% | Unchanged |
| PKS Advisory Services, LLC | 606 | $497.9K | 0.14% | −16−2.6% | Reduced |
| Buckley Wealth Management, LLC | 603 | $498.0K | 0.15% | +57+10.4% | Added |
| Financial Insights, Inc. | 603 | $498.0K | 0.20% | +603 | New |
| Sax Wealth Advisors, LLC | 603 | $498.1K | 0.04% | +235+63.9% | Added |
| Chelsea Counsel Co | 605 | $499.7K | 0.27% | −925−60.5% | Reduced |
| Three Bridge Wealth Advisors, LLC | 606 | $500.5K | 0.17% | +3+0.5% | Added |
| M3 Advisory Group, LLC | 606 | $500.8K | 0.40% | +46+8.2% | Added |
| General Partner, Inc. | 610 | $503.8K | 0.33% | +10+1.7% | Added |
| MEMBERS Trust Co | 610 | $503.8K | 0.02% | +183+42.9% | Added |
| Richards, Merrill & Peterson, Inc. | 611 | $504.7K | 0.26% | +43+7.6% | Added |
| Hillsdale Investment Management Inc. | 612 | $505.5K | 0.03% | −290−32.2% | Reduced |
| Strategic Wealth Designers | 612 | $505.5K | 0.88% | −48,474−98.8% | Reduced |
| Ninety One SA (PTY) Ltd | 628 | $505.9K | 0.09% | +340+118.1% | Added |
| Mill Creek Capital Advisors, LLC | 613 | $506.4K | 0.01% | +204+49.9% | Added |
| PBMares Wealth Management LLC | 614 | $507.0K | 0.10% | +14+2.3% | Added |
| Sentinel Pension Advisors Inc | 614 | $507.1K | 0.09% | +1+0.2% | Added |
| Auxier Asset Management | 615 | $507.9K | 0.08% | −12−1.9% | Reduced |
| Clark Asset Management, LLC | 616 | $508.8K | 0.09% | +160+35.1% | Added |
| Vista Capital Partners, Inc. | 617 | $509.6K | 0.06% | −959−60.9% | Reduced |
| Parkwoods Wealth Partners, LLC | 617 | $509.6K | 0.34% | +26+4.4% | Added |
| Green Square Capital Advisors LLC | 617 | $509.8K | 0.08% | −63−9.3% | Reduced |
| Howard Capital Management Group, LLC | 618 | $510.4K | 0.04% | 00.0% | Unchanged |
| Keyvantage Wealth, LLC | 619 | $510.9K | 0.25% | −634−50.6% | Reduced |
| NBW Capital LLC | 619 | $511.4K | 0.11% | −125−16.8% | Reduced |
| Community Bank & Trust, Waco, Texas | 620 | $512.0K | 0.12% | 00.0% | Unchanged |
| Atwood & Palmer Inc | 620 | $512.1K | 0.04% | +88+16.5% | Added |
| Riverview Trust Co | 621 | $512.9K | 0.51% | −14−2.2% | Reduced |
| Roberts Glore & Co Inc | 621 | $512.9K | 0.16% | +13+2.1% | Added |
| Carson Advisory Inc. | 622 | $513.7K | 0.35% | −25−3.9% | Reduced |
| Lockerman Financial Group, Inc. | 622 | $513.8K | 0.78% | +3+0.5% | Added |
| Victrix Investment Advisors | 562 | $514.2K | 0.27% | −650−53.6% | Reduced |
| Wood Tarver Financial Group, LLC | 623 | $514.5K | 0.17% | 00.0% | Unchanged |
| Meridian Wealth Partners, LLC | 625 | $515.9K | 0.08% | −47−7.0% | Reduced |
| Prasad Wealth Partners, LLC | 625 | $516.3K | 0.17% | 00.0% | Unchanged |
| Oakwell Private Wealth Management, LLC | 625 | $516.3K | 0.14% | +158+33.8% | Added |
| Chemistry Wealth Management LLC | 626 | $517.0K | 0.12% | −108−14.7% | Reduced |
| Baron Wealth Management LLC | 627 | $518.0K | 0.23% | +87+16.1% | Added |
| Symphony Financial Services, Inc. | 628 | $518.6K | 0.34% | −147−19.0% | Reduced |
| Pekin Hardy Strauss, Inc. | 629 | $519.5K | 0.06% | −59−8.6% | Reduced |
| New Jersey Better Educational Savings Trust | 629 | $519.5K | 1.00% | 00.0% | Unchanged |
| Quartz Partners, LLC | 629 | $519.7K | 0.32% | −135−17.7% | Reduced |
| SilverOak Wealth Management LLC | 632 | $522.0K | 0.11% | 00.0% | Unchanged |
| Vertex Planning Partners, LLC | 632 | $522.0K | 0.11% | +35+5.9% | Added |
| Carrera Capital Advisors | 633 | $522.9K | 0.12% | +257+68.4% | Added |
| Avion Wealth | 678 | $523.0K | 0.13% | 00.0% | Unchanged |
| Aspire Capital Advisors LLC | 634 | $524.0K | 0.16% | +1+0.2% | Added |
| Emerald Advisors, LLC | 635 | $524.5K | 0.07% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 635 | $524.8K | 0.04% | +2+0.3% | Added |
| Lecap Asset Management Ltd | 637 | $526.1K | 0.12% | −1,708−72.8% | Reduced |
| Northeast Financial Group, Inc. | 637 | $526.4K | 0.20% | +19+3.1% | Added |
| Elmwood Wealth Management, Inc. | 638 | $526.9K | 0.22% | +21+3.4% | Added |
| ZRC Wealth Management, LLC | 639 | $527.8K | 0.23% | −11−1.7% | Reduced |