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 $942.7B 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
- 3,928
- +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
- 1,798 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 | $942.7B |
| Q1 2026 | 4,391 | $712.9B |
| Q4 2025 | 4,452 | $843.2B |
| Q3 2025 | 3,904 | $583.5B |
| Q2 2025 | 3,914 | $610.1B |
| Q1 2025 | 3,928 | $688.4B |
| Q4 2024 | 3,913 | $602.9B |
| Q3 2024 | 3,666 | $687.4B |
| Q2 2024 | 3,571 | $707.0B |
| Q1 2024 | 3,465 | $607.2B |
| Q4 2023 | 3,276 | $457.2B |
| Q3 2023 | 2,978 | $421.9B |
| Q2 2023 | 2,818 | $366.7B |
| Q1 2023 | 2,619 | $269.7B |
| Q4 2022 | 2,672 | $288.4B |
| Q3 2022 | 2,489 | $256.1B |
| Q2 2022 | 2,450 | $255.6B |
| Q1 2022 | 2,349 | $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 |
|---|---|---|---|---|---|
| Alley Investment Management Company, LLC | 12,989 | $10.7M | 1.35% | +40+0.3% | Added |
| Woodmont Investment Counsel LLC | 12,977 | $10.7M | 0.77% | +2,290+21.4% | Added |
| Cyndeo Wealth Partners, LLC | 12,937 | $10.7M | 0.70% | +1,045+8.8% | Added |
| Alberta Investment Management Corp | 12,900 | $10.7M | 0.07% | −2,100−14.0% | Reduced |
| RNC Capital Management LLC | 12,883 | $10.6M | 0.54% | −286−2.2% | Reduced |
| Wellington Shields & Co., LLC | 12,871 | $10.6M | 3.33% | −364−2.8% | Reduced |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 12,860 | $10.6M | 0.27% | +5,497+74.7% | Added |
| Strategic Blueprint, LLC | 12,850 | $10.6M | 0.58% | +1,304+11.3% | Added |
| Affinity Wealth Management LLC | 12,823 | $10.6M | 1.96% | +54+0.4% | Added |
| Plancorp, LLC | 12,823 | $10.6M | 0.42% | +237+1.9% | Added |
| Montag & Caldwell, LLC | 12,815 | $10.6M | 2.46% | +11,135+662.8% | Added |
| Harbour Investments, Inc. | 12,784 | $10.6M | 0.30% | +317+2.5% | Added |
| Ostrum Asset Management | 12,771 | $10.5M | 0.56% | +520+4.2% | Added |
| Change Path, LLC | 12,755 | $10.5M | 0.32% | +2,856+28.9% | Added |
| Timber Creek Capital Management LLC | 12,748 | $10.5M | 2.81% | +31+0.2% | Added |
| Intrust Bank NA | 12,721 | $10.5M | 1.04% | −220−1.7% | Reduced |
| CFM Wealth Partners LLC | 12,712 | $10.5M | 1.85% | +357+2.9% | Added |
| Cullen Investment Group, Ltd. | 12,673 | $10.5M | 1.59% | −142−1.1% | Reduced |
| Zevin Asset Management LLC | 12,535 | $10.4M | 1.64% | +12,535 | New |
| Cornerstone Wealth Group, LLC | 12,533 | $10.4M | 0.86% | −115−0.9% | Reduced |
| Bragg Financial Advisors, Inc | 12,508 | $10.3M | 0.42% | +495+4.1% | Added |
| Summit Financial, LLC | 12,488 | $10.3M | 0.29% | +20+0.2% | Added |
| Mitchell Capital Management Co | 12,411 | $10.3M | 1.95% | +774+6.7% | Added |
| Naples Global Advisors, LLC | 12,397 | $10.2M | 0.97% | +16+0.1% | Added |
| Walleye Trading LLC | 12,395 | $10.2M | 0.29% | −98,423−88.8% | Reduced |
| Providence Wealth Advisors, LLC | 12,759 | $10.2M | 7.73% | +289+2.3% | Added |
| Ibex Wealth Advisors | 12,345 | $10.2M | 1.35% | +710+6.1% | Added |
| Arkadios Wealth Advisors | 12,320 | $10.2M | 0.39% | +5,572+82.6% | Added |
| United Capital Management of KS, Inc. | 12,311 | $10.2M | 2.10% | −60.0% | Reduced |
| Knollwood Investment Advisory, LLC | 12,299 | $10.2M | 1.12% | +728+6.3% | Added |
| CMH Wealth Management LLC | 12,297 | $10.2M | 2.54% | −1,575−11.4% | Reduced |
| Capstone Investment Advisors, LLC | 12,218 | $10.1M | 0.09% | −13,003−51.6% | Reduced |
| AustralianSuper Pty Ltd | 12,193 | $10.1M | 0.06% | +12,193 | New |
| Nilsine Partners, LLC | 12,188 | $10.1M | 1.10% | +272+2.3% | Added |
| Tema ETFs LLC | 12,138 | $10.0M | 2.99% | +4,998+70.0% | Added |
| Harbor Capital Advisors, Inc. | 12,105 | $10.0M | 0.46% | −2,951−19.6% | Reduced |
| Essex Savings Bank | 12,061 | $9.96M | 2.45% | +1,007+9.1% | Added |
| Stevens Capital Management LP | 12,036 | $9.94M | 2.47% | +12,036 | New |
| American Assets Investment Management, LLC | 12,000 | $9.91M | 0.87% | 00.0% | Unchanged |
| Turtle Creek Wealth Advisors, LLC | 11,996 | $9.91M | 1.48% | +11,996 | New |
| Resources Investment Advisors, LLC. | 11,974 | $9.89M | 0.12% | −412−3.3% | Reduced |
| RFG Advisory, LLC | 11,973 | $9.89M | 0.27% | +1,761+17.2% | Added |
| Bank Ozk | 11,942 | $9.86M | 4.10% | +552+4.8% | Added |
| GM Advisory Group, Inc. | 11,938 | $9.86M | 0.53% | +552+4.8% | Added |
| Sawyer & Company, Inc | 11,930 | $9.85M | 3.98% | −224−1.8% | Reduced |
| Nixon Peabody Trust Co | 11,922 | $9.85M | 0.84% | +1,443+13.8% | Added |
| Cantor Fitzgerald, L. P. | 11,886 | $9.82M | 0.37% | +7,340+161.5% | Added |
| Bank & Trust Co | 11,870 | $9.80M | 7.98% | −149−1.2% | Reduced |
| Snider Financial Group | 11,816 | $9.76M | 3.17% | −62−0.5% | Reduced |
| Modern Wealth Management, LLC | 11,793 | $9.74M | 0.31% | +1,332+12.7% | Added |
| Money Concepts Capital Corp | 11,789 | $9.74M | 0.73% | −22−0.2% | Reduced |
| Home Federal Bank of Tennessee | 11,776 | $9.73M | 2.88% | −100−0.8% | Reduced |
| EFG Asset Management (North America) Corp. | 11,761 | $9.71M | 1.61% | +8,397+249.6% | Added |
| Moody National Bank Trust Division | 11,749 | $9.70M | 1.01% | −123−1.0% | Reduced |
| Profund Advisors LLC | 11,734 | $9.69M | 0.42% | −983−7.7% | Reduced |
| Sphera Funds Management Ltd. | 11,690 | $9.65M | 2.38% | −1,500−11.4% | Reduced |
| Janney Capital Management LLC | 11,686 | $9.65M | 0.66% | +3,925+50.6% | Added |
| ROI Financial Advisors, LLC | 11,683 | $9.65M | 7.01% | −287−2.4% | Reduced |
| Syon Capital LLC | 11,670 | $9.64M | 0.78% | +1,171+11.2% | Added |
| Indiana Trust & Investment Management CO | 11,663 | $9.63M | 3.49% | −1,074−8.4% | Reduced |
| S&CO Inc | 11,660 | $9.63M | 0.65% | +5,550+90.8% | Added |
| Moneta Group Investment Advisors LLC | 11,622 | $9.60M | 0.13% | −831−6.7% | Reduced |
| Fisher Funds Management LTD | 11,612 | $9.59M | 0.23% | 00.0% | Unchanged |
| Sierra Summit Advisors LLC | 11,575 | $9.56M | 2.07% | +719+6.6% | Added |
| MinichMacGregor Wealth Management, LLC | 11,574 | $9.56M | 2.14% | +10,659+1,164.9% | Added |
| TCG Advisory Services, LLC | 11,563 | $9.55M | 0.39% | −2,698−18.9% | Reduced |
| Vista Investment Partners II, LLC | 11,543 | $9.53M | 5.27% | +82+0.7% | Added |
| Stansberry Asset Management, LLC | 11,524 | $9.52M | 1.14% | +1,429+14.2% | Added |
| Argyle Capital Management Inc. | 11,517 | $9.51M | 3.53% | −10−0.1% | Reduced |
| James Investment Research Inc | 11,487 | $9.49M | 1.20% | −68−0.6% | Reduced |
| Private Trust Co NA | 11,453 | $9.46M | 0.97% | +23+0.2% | Added |
| BancorpSouth Bank | 11,441 | $9.45M | 0.67% | −268−2.3% | Reduced |
| JLB & Associates Inc | 11,420 | $9.43M | 1.32% | −1,230−9.7% | Reduced |
| Roanoke Asset Management Corp | 11,407 | $9.42M | 3.23% | −1,160−9.2% | Reduced |
| Petredis Investment Advisors LLC | 11,362 | $9.38M | 0.98% | +139+1.2% | Added |
| Ogorek Anthony Joseph | 11,344 | $9.37M | 3.08% | +53+0.5% | Added |
| South State Corp. | 11,321 | $9.35M | 0.43% | +891+8.5% | Added |
| Evexia Wealth LLC | 12,326 | $9.29M | 3.38% | −15−0.1% | Reduced |
| Osterweis Capital Management Inc | 11,205 | $9.25M | 0.46% | −40−0.4% | Reduced |
| Pine Valley Investments Ltd Liability Co | 11,190 | $9.24M | 0.59% | +658+6.2% | Added |
| SageView Advisory Group, LLC | 11,172 | $9.23M | 0.39% | −60−0.5% | Reduced |
| Nan Shan Life Insurance Co., Ltd. | 11,126 | $9.19M | 0.22% | −4,840−30.3% | Reduced |
| SeaTown Holdings Pte. Ltd. | 11,125 | $9.19M | 7.93% | −1,223−9.9% | Reduced |
| Birmingham Capital Management Co Inc | 11,125 | $9.19M | 3.46% | −275−2.4% | Reduced |
| Harvey Investment Co LLC | 11,123 | $9.19M | 1.02% | 00.0% | Unchanged |
| Great Lakes Retirement, Inc. | 11,083 | $9.15M | 1.20% | +203+1.9% | Added |
| Checchi Capital Advisers, LLC | 11,059 | $9.13M | 0.65% | +315+2.9% | Added |
| Private Wealth Asset Management, LLC | 11,027 | $9.11M | 1.31% | +11,027 | New |
| DRW Securities, LLC | 11,022 | $9.10M | 0.77% | +9,246+520.6% | Added |
| Morse Asset Management, Inc | 11,019 | $9.10M | 2.30% | +281+2.6% | Added |
| Essential Planning, LLC. | 11,019 | $9.10M | 3.67% | −705,062−98.5% | Reduced |
| Blue Fin Capital, Inc. | 11,014 | $9.10M | 1.76% | −74−0.7% | Reduced |
| Waters Parkerson & Co., LLC | 10,988 | $9.08M | 0.48% | +241+2.2% | Added |
| Bernard Wealth Management Corp. | 10,980 | $9.07M | 4.43% | −96−0.9% | Reduced |
| Integrated Advisors Network LLC | 10,977 | $9.07M | 0.46% | −539−4.7% | Reduced |
| Bridges Investment Management Inc | 10,924 | $9.02M | 0.13% | −540−4.7% | Reduced |
| New Age Alpha Advisors, LLC | 10,905 | $9.01M | 0.40% | −1,875−14.7% | Reduced |
| Mirabella Financial Services LLP | 10,859 | $8.99M | 0.37% | −134−1.2% | Reduced |
| Park National Corp | 10,845 | $8.96M | 0.33% | −592−5.2% | Reduced |
| InvesTrust | 10,841 | $8.95M | 2.45% | −540−4.7% | Reduced |