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 |
|---|---|---|---|---|---|
| Parisi Gray Wealth Management | 6,360 | $5.25M | 1.72% | +689+12.1% | Added |
| Brandywine Oak Private Wealth LLC | 6,336 | $5.23M | 0.51% | −9−0.1% | Reduced |
| First City Capital Management, Inc. | 6,333 | $5.23M | 3.14% | −1,862−22.7% | Reduced |
| MidWestOne Financial Group, Inc. | 6,320 | $5.22M | 0.74% | −27−0.4% | Reduced |
| Capital Advisors Inc | 6,318 | $5.22M | 0.10% | +892+16.4% | Added |
| Insigneo Advisory Services, LLC | 6,273 | $5.18M | 0.53% | +777+14.1% | Added |
| DCF Advisers, LLC | 6,250 | $5.16M | 2.77% | −750−10.7% | Reduced |
| PFC Capital Group, Inc. | 6,248 | $5.16M | 2.60% | −42−0.7% | Reduced |
| Waddell & Associates, LLC | 6,220 | $5.14M | 0.62% | +80+1.3% | Added |
| McKinley Carter Wealth Services, Inc. | 6,216 | $5.13M | 0.32% | −43−0.7% | Reduced |
| Global Wealth Management Investment Advisory, Inc. | 6,199 | $5.12M | 1.02% | +8+0.1% | Added |
| Financial Advocates Investment Management | 6,191 | $5.11M | 0.36% | +178+3.0% | Added |
| Flagship Harbor Advisors, LLC | 6,189 | $5.11M | 0.27% | −353−5.4% | Reduced |
| Chicago Trust Co NA | 6,166 | $5.09M | 0.90% | −84−1.3% | Reduced |
| Institute for Wealth Management, LLC. | 6,166 | $5.09M | 0.65% | −214−3.4% | Reduced |
| Beck Capital Management, LLC | 6,148 | $5.08M | 1.49% | −524−7.9% | Reduced |
| Newbridge Financial Services Group, Inc. | 6,147 | $5.08M | 1.23% | +837+15.8% | Added |
| Premier Path Wealth Partners, LLC | 6,146 | $5.08M | 0.79% | +81+1.3% | Added |
| Hurlow Wealth Management Group, Inc. | 6,138 | $5.07M | 1.58% | +40+0.7% | Added |
| Point72 Europe (London) LLP | 6,132 | $5.06M | 0.35% | +5,087+486.8% | Added |
| Magnus Financial Group LLC | 6,131 | $5.06M | 0.49% | +103+1.7% | Added |
| Compass Wealth Management LLC | 6,128 | $5.06M | 1.29% | −502−7.6% | Reduced |
| StoneCrest Wealth Management, Inc. | 6,109 | $5.05M | 3.21% | +841+16.0% | Added |
| Simon Quick Advisors, LLC | 6,108 | $5.04M | 0.29% | +1,204+24.6% | Added |
| Oxler Private Wealth LLC | 6,057 | $5.00M | 1.76% | +10+0.2% | Added |
| Romano Brothers and Company | 6,050 | $5.00M | 0.65% | +531+9.6% | Added |
| Arete Wealth Advisors, LLC | 6,037 | $4.99M | 0.38% | −1,417−19.0% | Reduced |
| Tradewinds, LLC. | 6,002 | $4.96M | 1.40% | +215+3.7% | Added |
| Crews Bank & Trust | 5,984 | $4.94M | 0.84% | −61−1.0% | Reduced |
| Jefferies Financial Group Inc. | 5,982 | $4.94M | 0.09% | −2,861−32.4% | Reduced |
| Philip James Wealth Mangement, LLC | 5,979 | $4.94M | 0.60% | −216−3.5% | Reduced |
| Robertson Stephens Wealth Management, LLC | 5,975 | $4.93M | 0.18% | +484+8.8% | Added |
| Sym Financial Corp | 5,942 | $4.91M | 0.60% | −341−5.4% | Reduced |
| Point72 Hong Kong Ltd | 5,941 | $4.91M | 0.35% | −6,064−50.5% | Reduced |
| Beaton Management Co. Inc. | 5,911 | $4.88M | 2.53% | 00.0% | Unchanged |
| LM Advisors LLC | 5,878 | $4.86M | 0.87% | −260−4.2% | Reduced |
| Capital Asset Advisory Services LLC | 5,918 | $4.84M | 0.25% | +152+2.6% | Added |
| Accent Capital Management, LLC | 5,813 | $4.80M | 2.79% | −73−1.2% | Reduced |
| Enterprise Bank & Trust Co | 5,809 | $4.80M | 1.85% | −620−9.6% | Reduced |
| Everhart Financial Group, Inc. | 5,767 | $4.76M | 0.65% | +792+15.9% | Added |
| Valmark Advisers, Inc. | 5,760 | $4.76M | 0.07% | −132−2.2% | Reduced |
| Deltec Asset Management LLC | 5,750 | $4.75M | 1.02% | 00.0% | Unchanged |
| West Branch Capital LLC | 5,735 | $4.74M | 1.58% | +611+11.9% | Added |
| Highview Capital Management LLC | 5,708 | $4.71M | 1.97% | −1,363−19.3% | Reduced |
| Sage Mountain Advisors LLC | 5,705 | $4.71M | 0.35% | +271+5.0% | Added |
| WealthBridge Capital Management, LLC | 5,703 | $4.71M | 1.33% | +187+3.4% | Added |
| Lake Street Financial LLC | 5,694 | $4.70M | 0.77% | −360−5.9% | Reduced |
| Mirabaud & Cie SA | 5,687 | $4.70M | 1.60% | +5,687 | New |
| Hemenway Trust Co LLC | 5,685 | $4.70M | 0.38% | +5,685 | New |
| M&G Plc | 5,665 | $4.68M | 0.02% | 00.0% | Unchanged |
| Hamilton Wealth, LLC | 5,654 | $4.67M | 1.12% | +13+0.2% | Added |
| Aaron Wealth Advisors | 5,652 | $4.67M | 0.54% | +533+10.4% | Added |
| Sabal Trust CO | 5,648 | $4.66M | 0.26% | −138−2.4% | Reduced |
| Lokken Investment Group LLC | 5,616 | $4.64M | 1.96% | +1,510+36.8% | Added |
| Hager Investment Management Services, LLC | 5,608 | $4.63M | 3.24% | −203−3.5% | Reduced |
| TD Private Client Wealth LLC | 5,607 | $4.63M | 0.13% | +169+3.1% | Added |
| Armstrong Advisory Group, Inc | 5,992 | $4.63M | 0.37% | 00.0% | Unchanged |
| Quent Capital, LLC | 5,575 | $4.60M | 0.48% | +136+2.5% | Added |
| Forum Private Client Group LLC | 5,565 | $4.60M | 2.00% | −282−4.8% | Reduced |
| David R. Rahn & Associates Inc. | 5,559 | $4.59M | 1.33% | +347+6.7% | Added |
| SevenBridge Financial Group, LLC | 6,076 | $4.59M | 0.90% | +1,403+30.0% | Added |
| Iowa State Bank | 5,552 | $4.59M | 0.97% | −180−3.1% | Reduced |
| Cassaday & Co Wealth Management LLC | 5,549 | $4.58M | 0.13% | −66−1.2% | Reduced |
| Portfolio Design Labs, LLC | 5,540 | $4.58M | 0.94% | −2,151−28.0% | Reduced |
| Carl P. Sherr & Co., LLC | 5,533 | $4.57M | 2.50% | 00.0% | Unchanged |
| Soltis Investment Advisors LLC | 5,529 | $4.57M | 0.41% | +1,524+38.1% | Added |
| Polymer Capital Management (HK) LTD | 5,528 | $4.57M | 0.79% | +570+11.5% | Added |
| Broderick Brian C | 5,512 | $4.55M | 0.93% | +2,832+105.7% | Added |
| Walleye Capital LLC | 5,487 | $4.53M | 0.05% | −1,880−25.5% | Reduced |
| Camden Capital, LLC | 5,474 | $4.52M | 0.47% | −202−3.6% | Reduced |
| Texas Yale Capital Corp. | 5,462 | $4.51M | 0.19% | −1,430−20.7% | Reduced |
| Stanley-Laman Group, Ltd. | 5,462 | $4.51M | 0.69% | +185+3.5% | Added |
| Simplicity Wealth,LLC | 5,456 | $4.51M | 0.35% | +2,917+114.9% | Added |
| Guardian Partners Inc. | 5,417 | $4.49M | 0.46% | +1,230+29.4% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 5,438 | $4.49M | 0.17% | +185+3.5% | Added |
| Harbour Trust & Investment Management Co | 5,435 | $4.49M | 0.54% | +60+1.1% | Added |
| Dark Forest Capital Management LP | 5,425 | $4.48M | 0.21% | +4,760+715.8% | Added |
| Natural Investments, LLC | 5,399 | $4.46M | 1.26% | −23−0.4% | Reduced |
| West Oak Capital, LLC | 5,391 | $4.45M | 1.72% | −371−6.4% | Reduced |
| Private Wealth Partners, LLC | 5,387 | $4.45M | 0.37% | +358+7.1% | Added |
| Mechanics Bank Trust Department | 5,385 | $4.45M | 0.61% | −80−1.5% | Reduced |
| Advisor OS, LLC | 5,361 | $4.43M | 0.50% | +18+0.3% | Added |
| Legacy Advisors, LLC | 5,350 | $4.42M | 0.47% | −1,043−16.3% | Reduced |
| Avantax Planning Partners, Inc. | 5,342 | $4.41M | 0.16% | +538+11.2% | Added |
| Allen Mooney & Barnes Investment Advisors LLC | 5,336 | $4.41M | 0.72% | +88+1.7% | Added |
| Vermillion Wealth Management, Inc. | 5,316 | $4.39M | 1.29% | +3+0.1% | Added |
| Keudell/Morrison Wealth Management | 5,315 | $4.39M | 1.04% | +7+0.1% | Added |
| Pinnacle Bancorp, Inc. | 5,304 | $4.38M | 1.43% | +35+0.7% | Added |
| Asio Capital, LLC | 5,292 | $4.37M | 0.84% | +35+0.7% | Added |
| Resonant Capital Advisors, LLC | 5,283 | $4.36M | 0.30% | +287+5.7% | Added |
| Boston Family Office LLC | 5,282 | $4.36M | 0.31% | 00.0% | Unchanged |
| Steel Peak Wealth Management LLC | 5,261 | $4.35M | 0.18% | −310−5.6% | Reduced |
| Carret Asset Management, LLC | 5,258 | $4.34M | 0.49% | +36+0.7% | Added |
| Kesler, Norman & Wride, LLC | 5,257 | $4.34M | 0.83% | +483+10.1% | Added |
| Ironwood Financial, llc | 5,248 | $4.33M | 0.93% | 00.0% | Unchanged |
| Wealthquest Corp | 5,242 | $4.33M | 0.36% | −36−0.7% | Reduced |
| Pegasus Asset Management, Inc. | 5,228 | $4.32M | 1.73% | +124+2.4% | Added |
| Capital Square, LLC | 5,189 | $4.29M | 2.52% | +115+2.3% | Added |
| Wellington Shields Capital Management, LLC | 5,184 | $4.28M | 0.78% | −38,776−88.2% | Reduced |
| WSFS Capital Management, LLC | 5,181 | $4.28M | 0.26% | −448−8.0% | Reduced |