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
- 3,928
- +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 | $942.8B |
| 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 |
|---|---|---|---|---|---|
| NewEdge Wealth, LLC | 68,705 | $56.7M | 1.03% | −11,694−14.5% | Reduced |
| SG Americas Securities, LLC | 68,068 | $56.2M | 0.19% | +65,102+2,194.9% | Added |
| Mutual Advisors, LLC | 63,463 | $56.1M | 1.61% | +190.0% | Added |
| Oregon Public Employees Retirement Fund | 67,713 | $55.9M | 1.08% | +164+0.2% | Added |
| Cresset Asset Management, LLC | 67,683 | $55.9M | 0.28% | −11,307−14.3% | Reduced |
| Ami Asset Management Corp | 67,567 | $55.8M | 3.27% | −2,084−3.0% | Reduced |
| CAPROCK Group, Inc. | 67,111 | $55.4M | 1.69% | −3,314−4.7% | Reduced |
| Pictet & Cie (Europe) SA | 66,932 | $55.3M | 1.32% | +2,174+3.4% | Added |
| NEOS Investment Management LLC | 65,545 | $54.1M | 1.03% | +15,005+29.7% | Added |
| Prudential PLC | 64,553 | $53.3M | 0.27% | −3,819−5.6% | Reduced |
| Achmea Investment Management B.V. | 63,830 | $52.7M | 0.77% | +4,980+8.5% | Added |
| South Dakota Investment Council | 63,371 | $52.3M | 1.07% | −79−0.1% | Reduced |
| Mizuho Securities USA LLC | 63,090 | $52.1M | 1.12% | −11,588−15.5% | Reduced |
| Illinois Municipal Retirement Fund | 63,071 | $52.1M | 0.76% | −3,647−5.5% | Reduced |
| AE Wealth Management LLC | 62,643 | $51.7M | 0.44% | −4,564−6.8% | Reduced |
| Edmond de Rothschild Holding S.A. | 61,908 | $51.1M | 0.90% | −41,298−40.0% | Reduced |
| Impax Asset Management Group plc | 61,438 | $50.7M | 0.31% | +14,876+31.9% | Added |
| Southpoint Capital Advisors LP | 60,000 | $49.6M | 1.19% | +60,000 | New |
| Rodgers Brothers Inc. | 59,910 | $49.5M | 6.59% | −742−1.2% | Reduced |
| Indie Asset Partners, LLC | 59,217 | $48.9M | 42.40% | −608−1.0% | Reduced |
| Close Asset Management Ltd | 58,966 | $48.7M | 1.40% | +17,586+42.5% | Added |
| Oak Ridge Investments LLC | 58,613 | $48.4M | 4.03% | +3,370+6.1% | Added |
| Tokio Marine Asset Management Co Ltd | 57,865 | $47.8M | 1.73% | +1,307+2.3% | Added |
| Styrax Capital, LP | 57,348 | $47.4M | 4.41% | −85,221−59.8% | Reduced |
| Bokf, NA | 57,059 | $47.1M | 0.83% | −278−0.5% | Reduced |
| Stonegate Investment Group, LLC | 56,739 | $46.9M | 1.25% | +456+0.8% | Added |
| Citizens Financial Group Inc | 56,465 | $46.6M | 0.92% | +2,418+4.5% | Added |
| Avantax Advisory Services, Inc. | 56,261 | $46.5M | 0.28% | +4,982+9.7% | Added |
| J.P. Marvel Investment Advisors, LLC | 56,107 | $46.3M | 8.02% | +104+0.2% | Added |
| First Manhattan Co | 55,817 | $46.1M | 0.13% | −2,382−4.1% | Reduced |
| MIG Capital, LLC | 55,811 | $46.1M | 5.87% | −10,125−15.4% | Reduced |
| Northeast Investment Management | 55,461 | $45.8M | 2.14% | +1,983+3.7% | Added |
| Campbell Newman Asset Management Inc | 55,309 | $45.7M | 3.88% | −4,401−7.4% | Reduced |
| HB Wealth Management, LLC | 55,295 | $45.7M | 0.38% | +11,512+26.3% | Added |
| Traynor Capital Management, Inc. | 54,938 | $45.4M | 3.84% | +3,907+7.7% | Added |
| Point72 Asset Management, L.P. | 54,774 | $45.2M | 0.13% | +54,774 | New |
| Wolverine Trading, LLC | 55,000 | $45.2M | 1.43% | −13,458−19.7% | Reduced |
| First American Bank | 54,701 | $45.2M | 3.34% | −398−0.7% | Reduced |
| Kentucky Retirement Systems | 54,681 | $45.2M | 1.38% | +472+0.9% | Added |
| Associated Banc-Corp | 54,497 | $45.0M | 1.37% | +3,094+6.0% | Added |
| Tudor Investment Corp Et Al | 54,006 | $44.6M | 0.40% | +51,006+1,700.2% | Added |
| Pinnacle Associates Ltd | 53,385 | $44.1M | 0.65% | +57+0.1% | Added |
| Metis Global Partners, LLC | 53,348 | $44.1M | 1.24% | +5,225+10.9% | Added |
| Triglav Skladi, D.O.O. | 53,245 | $44.0M | 3.71% | −2,303−4.1% | Reduced |
| Sofinnova Investments, Inc. | 52,800 | $43.6M | 3.29% | +38,436+267.6% | Added |
| Cypress Capital Group | 52,370 | $43.3M | 5.66% | −1,443−2.7% | Reduced |
| Ronald Blue Trust, Inc. | 51,017 | $42.1M | 0.54% | −2,159−4.1% | Reduced |
| Kempen Capital Management N.V. | 50,744 | $41.9M | 0.44% | +21,940+76.2% | Added |
| United Capital Financial Advisers, LLC | 50,328 | $41.6M | 0.36% | +5,603+12.5% | Added |
| Braun Stacey Associates Inc | 50,323 | $41.6M | 1.70% | −1,732−3.3% | Reduced |
| Modera Wealth Management, LLC | 50,214 | $41.5M | 0.56% | −1,236−2.4% | Reduced |
| Davis R M Inc | 49,967 | $41.3M | 0.83% | +5,633+12.7% | Added |
| Terry L. Blaker | 49,816 | $41.1M | 1.64% | −6,383−11.4% | Reduced |
| LVM Capital Management Ltd | 49,570 | $40.9M | 4.56% | +1,008+2.1% | Added |
| Madison Asset Management, LLC | 49,495 | $40.9M | 0.46% | −153−0.3% | Reduced |
| Martingale Asset Management L P | 49,041 | $40.5M | 1.03% | +1,801+3.8% | Added |
| Aptus Capital Advisors, LLC | 48,867 | $40.4M | 0.46% | +4,687+10.6% | Added |
| Dorsey & Whitney Trust CO LLC | 48,701 | $40.2M | 2.32% | −901−1.8% | Reduced |
| Nomura Holdings Inc | 48,308 | $39.9M | 0.21% | −4,358−8.3% | Reduced |
| Hudson Valley Investment Advisors Inc | 48,172 | $39.8M | 4.75% | −59−0.1% | Reduced |
| Hartford Investment Management Co | 48,079 | $39.7M | 1.38% | −629−1.3% | Reduced |
| Atria Investments LLC | 47,819 | $39.5M | 0.51% | −792−1.6% | Reduced |
| Vantage Investment Partners, LLC | 47,643 | $39.3M | 3.31% | +30,322+175.1% | Added |
| Financial Counselors Inc | 47,604 | $39.3M | 0.60% | −2,995−5.9% | Reduced |
| Kovitz Investment Group Partners, LLC | 47,584 | $39.3M | 0.20% | +2,454+5.4% | Added |
| Investment House LLC | 47,535 | $39.3M | 2.24% | −135−0.3% | Reduced |
| Brinker Capital Investments, LLC | 47,424 | $39.2M | 0.38% | +3,855+8.8% | Added |
| Orion Portfolio Solutions, LLC | 47,424 | $39.2M | 0.38% | +3,855+8.8% | Added |
| Farmers & Merchants Investments Inc | 47,223 | $39.0M | 1.24% | −970−2.0% | Reduced |
| Advisory Services Network, LLC | 47,212 | $39.0M | 0.75% | −1,383−2.8% | Reduced |
| Junto Capital Management LP | 47,105 | $38.9M | 0.89% | +47,105 | New |
| Gulf International Bank (UK) Ltd | 46,376 | $38.3M | 1.32% | −16,806−26.6% | Reduced |
| Andra AP-fonden | 46,200 | $38.2M | 0.63% | −17,200−27.1% | Reduced |
| Vident Advisory, LLC | 46,101 | $38.1M | 0.56% | +13,484+41.3% | Added |
| Maple Capital Management, Inc. | 46,089 | $38.1M | 2.94% | −305−0.7% | Reduced |
| Motley Fool Asset Management LLC | 45,878 | $37.9M | 2.12% | +6,503+16.5% | Added |
| William Blair Investment Management, LLC | 45,822 | $37.8M | 0.11% | +467+1.0% | Added |
| Savant Capital, LLC | 45,690 | $37.7M | 0.32% | −4,040−8.1% | Reduced |
| Hantz Financial Services, Inc. | 45,402 | $37.5M | 0.66% | +14,693+47.8% | Added |
| Shufro Rose & Co LLC | 45,114 | $37.3M | 2.94% | −600−1.3% | Reduced |
| Dodge & Cox | 45,086 | $37.2M | 0.02% | +289+0.6% | Added |
| Assetmark, Inc | 44,978 | $37.1M | 0.10% | +2,383+5.6% | Added |
| Kimelman & Baird, LLC | 44,723 | $36.9M | 3.14% | +161+0.4% | Added |
| Envestnet Portfolio Solutions, Inc. | 44,293 | $36.6M | 0.14% | −3,018−6.4% | Reduced |
| Independent Advisor Alliance | 44,147 | $36.5M | 1.20% | +179+0.4% | Added |
| Kestra Private Wealth Services, LLC | 44,072 | $36.4M | 0.61% | +4,718+12.0% | Added |
| Oddo BHF Asset Management SAS | 43,901 | $36.3M | 1.49% | +11,932+37.3% | Added |
| D.A. Davidson & Co. | 43,900 | $36.3M | 0.29% | +2,194+5.3% | Added |
| Central Trust Co | 43,761 | $36.1M | 0.89% | −1,319−2.9% | Reduced |
| Sterling Capital Management LLC | 43,732 | $36.1M | 0.56% | −2,535−5.5% | Reduced |
| Bellevue Group AG | 43,647 | $36.0M | 0.81% | −1,818−4.0% | Reduced |
| BKD Wealth Advisors, LLC | 43,548 | $36.0M | 0.86% | −6,520−13.0% | Reduced |
| Erste Asset Management GmbH | 43,617 | $35.9M | 0.46% | +14,819+51.5% | Added |
| Suncoast Equity Management | 43,399 | $35.8M | 4.05% | +1,620+3.9% | Added |
| Adviser Investments LLC | 43,302 | $35.8M | 0.45% | −1,889−4.2% | Reduced |
| Kennedy Capital Management, Inc. | 43,259 | $35.7M | 0.85% | +1,908+4.6% | Added |
| Aristotle Atlantic Partners, LLC | 43,196 | $35.7M | 1.20% | +2,019+4.9% | Added |
| Foundations Investment Advisors, LLC | 43,194 | $35.7M | 0.66% | +6,054+16.3% | Added |
| Wendell David Associates Inc | 42,925 | $35.5M | 3.54% | −150−0.3% | Reduced |
| Louisiana State Employees Retirement System | 42,400 | $35.0M | 0.70% | 00.0% | Unchanged |