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 |
|---|---|---|---|---|---|
| Leavell Investment Management, Inc. | 7,547 | $6.23M | 0.31% | +1,113+17.3% | Added |
| Gotham Asset Management, LLC | 7,547 | $6.23M | 0.05% | +1,768+30.6% | Added |
| Diversify Advisory Services, LLC | 7,031 | $6.22M | 0.39% | +917+15.0% | Added |
| 683 Capital Management, LLC | 7,500 | $6.19M | 0.63% | +7,500 | New |
| Leelyn Smith, LLC | 7,493 | $6.19M | 1.10% | −303−3.9% | Reduced |
| Vision Capital Management, Inc. | 7,488 | $6.18M | 0.89% | −100−1.3% | Reduced |
| Central Pacific Bank - Trust Division | 7,486 | $6.18M | 0.86% | +1,027+15.9% | Added |
| Leonteq Securities AG | 7,502 | $6.18M | 0.47% | +1,044+16.2% | Added |
| Strategic Planning Group, LLC | 7,471 | $6.17M | 1.21% | +632+9.2% | Added |
| Stableford Capital II LLC | 7,322 | $6.15M | 2.60% | +94+1.3% | Added |
| Schechter Investment Advisors, LLC | 7,433 | $6.14M | 0.51% | −290−3.8% | Reduced |
| Aft, Forsyth & Company, Inc. | 7,425 | $6.13M | 3.31% | −125−1.7% | Reduced |
| BankPlus Trust Department | 7,385 | $6.10M | 2.04% | −236−3.1% | Reduced |
| Pinney & Scofield, Inc. | 7,376 | $6.09M | 4.41% | 00.0% | Unchanged |
| Fiduciary Group LLC | 7,370 | $6.09M | 0.61% | −30.0% | Reduced |
| Tiptree Advisors, LLC | 7,360 | $6.08M | 5.03% | 00.0% | Unchanged |
| Clarius Group, LLC | 7,359 | $6.08M | 0.38% | −561−7.1% | Reduced |
| Mengis Capital Management, Inc. | 7,334 | $6.06M | 1.26% | −199−2.6% | Reduced |
| Schear Investment Advisers, LLC | 7,317 | $6.04M | 3.48% | −1,218−14.3% | Reduced |
| Fiduciary Alliance LLC | 7,299 | $6.03M | 0.59% | +1,112+18.0% | Added |
| NBC Securities, Inc. | 7,299 | $6.03M | 0.51% | +7,294+145,880.0% | Added |
| Glynn Capital Management LLC | 7,291 | $6.02M | 1.58% | 00.0% | Unchanged |
| Gluskin Sheff & Assoc Inc | 7,258 | $5.99M | 0.77% | +196+2.8% | Added |
| Canandaigua National Bank & Trust Co | 7,250 | $5.99M | 0.60% | +232+3.3% | Added |
| Family Legacy, Inc. | 7,245 | $5.98M | 2.05% | −670−8.5% | Reduced |
| Ameritas Advisory Services, LLC | 7,475 | $5.96M | 0.24% | −4,282−36.4% | Reduced |
| Delta Financial Group, Inc. | 6,871 | $5.94M | 1.36% | +141+2.1% | Added |
| Van Strum & Towne Inc. | 7,179 | $5.93M | 1.99% | +1,300+22.1% | Added |
| Diversify Wealth Management, LLC | 6,680 | $5.91M | 0.44% | +804+13.7% | Added |
| Mezzasalma Advisors, LLC | 7,144 | $5.90M | 2.04% | −890−11.1% | Reduced |
| Engineers Gate Manager LP | 7,126 | $5.89M | 0.10% | −14,307−66.8% | Reduced |
| Kingswood Wealth Advisors, LLC | 7,114 | $5.87M | 0.54% | −1,643−18.8% | Reduced |
| Washington Trust Bank | 7,081 | $5.85M | 0.59% | −531−7.0% | Reduced |
| LJI Wealth Management, LLC | 7,074 | $5.84M | 1.16% | −57−0.8% | Reduced |
| Transamerica Financial Advisors, Inc. | 7,073 | $5.84M | 0.60% | −260−3.5% | Reduced |
| China Universal Asset Management Co., Ltd. | 7,072 | $5.84M | 0.54% | −743−9.5% | Reduced |
| Richwood Investment Advisors, LLC | 7,065 | $5.84M | 4.96% | +117+1.7% | Added |
| Pictet North America Advisors SA | 7,051 | $5.82M | 0.58% | +5+0.1% | Added |
| Old Second National Bank of Aurora | 7,043 | $5.82M | 1.37% | −10.0% | Reduced |
| Wisconsin Capital Management LLC | 7,042 | $5.82M | 3.71% | −333−4.5% | Reduced |
| Redhawk Wealth Advisors, Inc. | 7,038 | $5.81M | 0.78% | +170+2.5% | Added |
| First Nebraska Trust Co | 7,028 | $5.80M | 0.57% | −195−2.7% | Reduced |
| Bouvel Investment Partners, LLC | 6,538 | $5.79M | 2.20% | −106−1.6% | Reduced |
| University of Texas/Texas Am Investment Managment Co | 7,007 | $5.79M | 0.99% | −1,350−16.2% | Reduced |
| Legacy CG, LLC | 6,995 | $5.78M | 1.87% | +6,995 | New |
| Investors Asset Management of Georgia Inc | 6,991 | $5.77M | 2.92% | −169−2.4% | Reduced |
| Consolidated Portfolio Review Corp | 6,974 | $5.76M | 0.92% | +152+2.2% | Added |
| Kessler Investment Group, LLC | 6,964 | $5.75M | 2.81% | +876+14.4% | Added |
| bLong Financial, LLC | 6,963 | $5.75M | 5.11% | +10+0.1% | Added |
| Green Harvest Asset Management LLC | 6,961 | $5.75M | 0.14% | +1,899+37.5% | Added |
| CWA Asset Management Group, LLC | 6,955 | $5.74M | 0.28% | +161+2.4% | Added |
| Tower Bridge Advisors | 6,946 | $5.74M | 0.64% | −868−11.1% | Reduced |
| Ingalls & Snyder LLC | 6,920 | $5.71M | 0.19% | +48+0.7% | Added |
| Exencial Wealth Advisors, LLC | 6,916 | $5.71M | 0.21% | +390+6.0% | Added |
| Skopos Labs, Inc. | 6,881 | $5.68M | 1.23% | +1,685+32.4% | Added |
| Moloney Securities Asset Management, LLC | 6,877 | $5.68M | 0.77% | +388+6.0% | Added |
| TRUE Private Wealth Advisors | 6,869 | $5.67M | 0.69% | +26+0.4% | Added |
| YHB Investment Advisors, Inc. | 6,868 | $5.67M | 0.47% | +575+9.1% | Added |
| Schnieders Capital Management LLC | 6,852 | $5.66M | 1.21% | −667−8.9% | Reduced |
| KLCM Advisors, Inc. | 6,847 | $5.66M | 0.66% | 00.0% | Unchanged |
| Lowe Brockenbrough & Co Inc | 6,830 | $5.64M | 0.37% | −121−1.7% | Reduced |
| SummitTX Capital, L.P. | 6,801 | $5.62M | 0.25% | +6,801 | New |
| Sowell Financial Services LLC | 6,787 | $5.61M | 0.26% | +6,787 | New |
| Arrow Capital Pty Ltd | 6,500 | $5.60M | 7.00% | −2,000−23.5% | Reduced |
| Thematics Asset Management | 6,731 | $5.56M | 0.28% | +6,599+4,999.2% | Added |
| PDS Planning, Inc | 6,722 | $5.55M | 0.47% | +796+13.4% | Added |
| Gibbs Wealth Management | 6,707 | $5.54M | 1.34% | +2,317+52.8% | Added |
| Johnson Financial Group, Inc. | 6,707 | $5.54M | 0.27% | −580−8.0% | Reduced |
| Investment Research & Advisory Group, Inc. | 6,697 | $5.53M | 2.33% | +209+3.2% | Added |
| Old North State Trust, LLC | 7,125 | $5.50M | 3.50% | 00.0% | Unchanged |
| Joel Isaacson & Co., LLC | 6,655 | $5.50M | 0.25% | +629+10.4% | Added |
| Leeward Financial Partners, LLC | 6,653 | $5.49M | 2.05% | +231+3.6% | Added |
| Sitrin Capital Management LLC | 6,644 | $5.49M | 2.96% | +22+0.3% | Added |
| ICW Investment Advisors LLC | 6,630 | $5.48M | 2.23% | +15+0.2% | Added |
| Allen Investment Management LLC | 6,626 | $5.47M | 0.06% | +94+1.4% | Added |
| Principle Wealth Partners LLC | 6,616 | $5.47M | 0.39% | +73+1.1% | Added |
| Great Diamond Partners, LLC | 6,610 | $5.46M | 1.49% | −675−9.3% | Reduced |
| Silvercrest Asset Management Group LLC | 6,609 | $5.46M | 0.04% | +1,070+19.3% | Added |
| Howard Capital Management Inc. | 6,606 | $5.46M | 0.14% | −924−12.3% | Reduced |
| Parkside Financial Bank & Trust | 6,604 | $5.45M | 0.69% | +156+2.4% | Added |
| BOS Asset Management, LLC | 6,575 | $5.43M | 1.86% | +65+1.0% | Added |
| Perkins Coie Trust Co | 6,571 | $5.43M | 1.23% | +521+8.6% | Added |
| CBOE Vest Financial, LLC | 6,570 | $5.43M | 0.08% | +2,782+73.4% | Added |
| Lindbrook Capital, LLC | 6,563 | $5.42M | 0.50% | +233+3.7% | Added |
| Investment Partners, Ltd. | 6,548 | $5.41M | 2.24% | +6+0.1% | Added |
| Berger Financial Group, Inc | 6,543 | $5.40M | 0.38% | −10.0% | Reduced |
| First Business Financial Services, Inc. | 6,530 | $5.39M | 0.53% | +515+8.6% | Added |
| Mattern Capital Management, LLC | 6,512 | $5.38M | 0.68% | +5,705+706.9% | Added |
| LMR Partners LLP | 6,504 | $5.37M | 0.11% | +3,271+101.2% | Added |
| K.J. Harrison & Partners Inc | 6,480 | $5.35M | 1.05% | −2,063−24.1% | Reduced |
| SCS Capital Management LLC | 6,448 | $5.33M | 0.07% | +6,448 | New |
| Smith, Moore & Co. | 6,445 | $5.32M | 0.49% | −1,058−14.1% | Reduced |
| Level Four Advisory Services, LLC | 6,443 | $5.32M | 0.22% | −397−5.8% | Reduced |
| Elm3 Financial Group, LLC | 6,417 | $5.30M | 4.66% | −478−6.9% | Reduced |
| Welch Group, LLC | 6,435 | $5.29M | 0.23% | −65−1.0% | Reduced |
| Meridian Wealth Advisors, LLC | 6,404 | $5.29M | 0.90% | −459−6.7% | Reduced |
| ZWJ Investment Counsel Inc | 6,394 | $5.28M | 0.21% | −21−0.3% | Reduced |
| Broadleaf Partners, LLC | 6,390 | $5.28M | 1.38% | −7,204−53.0% | Reduced |
| Centre Asset Management, LLC | 6,383 | $5.27M | 1.36% | −493−7.2% | Reduced |
| Paragon Advisors, LLC | 6,369 | $5.26M | 1.99% | −18−0.3% | Reduced |