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 |
|---|---|---|---|---|---|
| Trust Investment Advisors | 22,060 | $18.2M | 11.73% | +672+3.1% | Added |
| Moors & Cabot, Inc. | 22,036 | $18.2M | 0.92% | +1,598+7.8% | Added |
| Thoroughbred Financial Services, LLC | 22,019 | $18.2M | 1.14% | +1,227+5.9% | Added |
| Jarislowsky, Fraser Ltd | 21,922 | $18.1M | 0.11% | −840−3.7% | Reduced |
| Partnership Wealth Management, LLC | 21,827 | $18.0M | 15.30% | +13+0.1% | Added |
| McGowan Group Asset Management, Inc. | 21,808 | $18.0M | 2.38% | +30+0.1% | Added |
| Chronos Wealth Management, LLC | 21,785 | $18.0M | 9.65% | −1,277−5.5% | Reduced |
| Caldwell Trust Co | 21,734 | $18.0M | 1.93% | −394−1.8% | Reduced |
| Copeland Capital Management, LLC | 21,682 | $17.9M | 0.36% | −410−1.9% | Reduced |
| Connors Investor Services Inc | 21,635 | $17.9M | 1.77% | +205+1.0% | Added |
| Narwhal Capital Management | 21,531 | $17.8M | 1.58% | −925−4.1% | Reduced |
| Canandaigua National Trust Co of Florida | 21,441 | $17.7M | 15.61% | −281−1.3% | Reduced |
| Founders Grove Wealth Partners, LLC | 21,399 | $17.7M | 4.92% | −955−4.3% | Reduced |
| HM Payson & Co | 21,340 | $17.6M | 0.31% | −207−1.0% | Reduced |
| Covington Investment Advisors Inc. | 21,285 | $17.6M | 2.73% | +640+3.1% | Added |
| Venturi Wealth Management, LLC | 21,283 | $17.6M | 0.92% | +3,467+19.5% | Added |
| Bath Savings Trust Co | 21,156 | $17.5M | 1.81% | −325−1.5% | Reduced |
| Ferguson Wellman Capital Management, Inc | 21,098 | $17.4M | 0.34% | +278+1.3% | Added |
| Ritholtz Wealth Management | 21,074 | $17.4M | 0.52% | −124−0.6% | Reduced |
| Jupiter Asset Management Ltd | 21,059 | $17.4M | 0.17% | −122−0.6% | Reduced |
| Talbot Financial, LLC | 21,016 | $17.4M | 2.17% | −260−1.2% | Reduced |
| Independent Financial Group, LLC | 21,016 | $17.4M | 0.60% | +4,371+26.3% | Added |
| Banque Cantonale Vaudoise | 20,920 | $17.3M | 0.76% | +20,920 | New |
| Jamison Private Wealth Management, Inc. | 20,879 | $17.2M | 2.63% | −784−3.6% | Reduced |
| FFG Partners, LLC | 20,856 | $17.2M | 7.09% | +783+3.9% | Added |
| Elser Financial Planning, Inc | 20,710 | $17.1M | 23.67% | +1,165+6.0% | Added |
| Harvest Fund Management Co., Ltd | 20,688 | $17.1M | 0.85% | +1,479+7.7% | Added |
| Valiant Capital Management, L.P. | 20,626 | $17.0M | 1.84% | 00.0% | Unchanged |
| Rossmore Private Capital | 20,543 | $17.0M | 2.09% | +934+4.8% | Added |
| Quadrant Capital Group LLC | 20,540 | $17.0M | 0.63% | +10,183+98.3% | Added |
| Axxcess Wealth Management, LLC | 20,497 | $16.9M | 0.46% | −3,454−14.4% | Reduced |
| HighPoint Advisor Group LLC | 19,074 | $16.9M | 0.98% | +333+1.8% | Added |
| Ameritas Investment Partners, Inc. | 20,198 | $16.7M | 0.57% | −186−0.9% | Reduced |
| Cozad Asset Management Inc | 20,066 | $16.6M | 1.66% | +963+5.0% | Added |
| Chicago Partners Investment Group LLC | 21,211 | $16.5M | 0.55% | +2,314+12.2% | Added |
| DuPont Capital Management Corp | 19,927 | $16.5M | 1.82% | +1,283+6.9% | Added |
| Anderson Hoagland & Co | 22,647 | $16.4M | 1.95% | 00.0% | Unchanged |
| Unio Capital LLC | 19,880 | $16.4M | 6.30% | −626−3.1% | Reduced |
| Alaska Permanent Fund Corp | 18,232 | $16.4M | 0.23% | 00.0% | Unchanged |
| Pallas Capital Advisors LLC | 19,808 | $16.4M | 0.68% | +2,659+15.5% | Added |
| NorthCrest Asset Manangement, LLC | 19,667 | $16.2M | 0.49% | +1,541+8.5% | Added |
| Ashton Thomas Private Wealth, LLC | 19,589 | $16.2M | 0.62% | −219−1.1% | Reduced |
| Gilder Gagnon Howe & Co LLC | 19,448 | $16.1M | 0.21% | −153,470−88.8% | Reduced |
| Lockheed Martin Investment Management Co | 19,370 | $16.0M | 0.65% | −3,920−16.8% | Reduced |
| Alerus Financial NA | 19,345 | $16.0M | 1.28% | −55−0.3% | Reduced |
| Diadema Partners LP | 19,302 | $15.9M | 12.74% | +19,302 | New |
| Schmidt P J Investment Management Inc | 19,282 | $15.9M | 2.92% | −206−1.1% | Reduced |
| Wealth Advisory Solutions, LLC | 19,171 | $15.8M | 4.19% | +2,924+18.0% | Added |
| Jackson Square Capital, LLC | 19,162 | $15.8M | 5.15% | −38−0.2% | Reduced |
| Rowland & Co Investment Counsel | 19,136 | $15.8M | 3.33% | −684−3.5% | Reduced |
| PEAK6 LLC | 18,957 | $15.7M | 0.61% | +12,264+183.2% | Added |
| J.W. Cole Advisors, Inc. | 18,808 | $15.5M | 0.48% | +8,960+91.0% | Added |
| Cadinha & Co LLC | 18,795 | $15.5M | 3.34% | −65−0.3% | Reduced |
| SJS Investment Consulting Inc. | 18,759 | $15.5M | 2.64% | +10+0.1% | Added |
| Rice Partnership, LLC | 18,757 | $15.5M | 3.18% | −1,495−7.4% | Reduced |
| Baker Avenue Asset Management, LP | 18,735 | $15.5M | 0.48% | +2,864+18.0% | Added |
| Sage Advisors, LLC | 18,704 | $15.4M | 10.87% | +456+2.5% | Added |
| FineMark National Bank & Trust | 18,661 | $15.4M | 0.56% | +697+3.9% | Added |
| Siemens Fonds Invest GmbH | 18,587 | $15.4M | 1.06% | +18,587 | New |
| Washington Trust Co | 18,520 | $15.3M | 0.59% | −772−4.0% | Reduced |
| Signature Estate & Investment Advisors LLC | 18,510 | $15.3M | 0.40% | +17,190+1,302.3% | Added |
| Bender Robert & Associates | 18,419 | $15.2M | 3.84% | +136+0.7% | Added |
| Coastline Trust Co | 18,398 | $15.2M | 1.89% | −264−1.4% | Reduced |
| SkyOak Wealth, LLC | 18,384 | $15.2M | 3.33% | −581−3.1% | Reduced |
| Palisade Asset Management, LLC | 18,338 | $15.1M | 1.56% | −720−3.8% | Reduced |
| Proficio Capital Partners LLC | 18,241 | $15.1M | 1.16% | +11,502+170.7% | Added |
| Hardman Johnston Global Advisors LLC | 18,135 | $15.0M | 0.72% | −588−3.1% | Reduced |
| Biondo Investment Advisors, LLC | 18,104 | $15.0M | 2.12% | +163+0.9% | Added |
| Jacobs Levy Equity Management, Inc | 18,088 | $14.9M | 0.06% | +15,071+499.5% | Added |
| Transcend Wealth Collective, LLC | 18,038 | $14.9M | 1.07% | +703+4.1% | Added |
| GAMMA Investing LLC | 18,000 | $14.9M | 1.12% | +3,696+25.8% | Added |
| Cutter Capital Management, LP | 18,000 | $14.9M | 6.47% | +18,000 | New |
| Gimbal Financial | 17,995 | $14.9M | 13.41% | −133−0.7% | Reduced |
| Winthrop Capital Management, LLC | 17,956 | $14.8M | 4.08% | +75+0.4% | Added |
| Ballentine Partners, LLC | 17,953 | $14.8M | 0.26% | +693+4.0% | Added |
| Twin Capital Management Inc | 17,947 | $14.8M | 1.73% | −363−2.0% | Reduced |
| Colonial Trust Co | 17,943 | $14.8M | 2.30% | −193−1.1% | Reduced |
| Univest Financial Corp | 17,938 | $14.8M | 0.97% | +14,784+468.7% | Added |
| Sienna Gestion | 18,450 | $14.8M | 1.22% | −2,090−10.2% | Reduced |
| Westpac Banking Corp | 17,836 | $14.7M | 1.08% | −8,210−31.5% | Reduced |
| Pensionmark Financial Group, LLC | 17,756 | $14.7M | 0.38% | +1,182+7.1% | Added |
| Savoie Capital LLC | 18,916 | $14.6M | 1.74% | 00.0% | Unchanged |
| Northside Capital Management, LLC | 17,653 | $14.6M | 2.37% | +28+0.2% | Added |
| Wedbush Securities Inc | 17,537 | $14.5M | 0.53% | −663−3.6% | Reduced |
| Community Trust & Investment Co | 17,438 | $14.4M | 0.92% | +187+1.1% | Added |
| Farther Finance Advisors, LLC | 17,825 | $14.4M | 0.37% | +3,700+26.2% | Added |
| Gladstone Institutional Advisory LLC | 17,347 | $14.3M | 0.67% | +1,290+8.0% | Added |
| Shelton Capital Management | 17,328 | $14.3M | 0.34% | −493−2.8% | Reduced |
| Franklin Street Advisors Inc | 17,317 | $14.3M | 1.01% | −9,778−36.1% | Reduced |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 17,209 | $14.2M | 2.39% | +4,124+31.5% | Added |
| NJ State Employees Deferred Compensation Plan | 17,160 | $14.2M | 1.82% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 17,068 | $14.1M | 0.47% | −2,899−14.5% | Reduced |
| HBK Sorce Advisory LLC | 17,029 | $14.1M | 0.41% | +451+2.7% | Added |
| Blue Chip Partners, Inc. | 17,018 | $14.1M | 1.21% | +1,450+9.3% | Added |
| Codex Capital Asset Management L.L.C. | 17,000 | $14.0M | 6.62% | 00.0% | Unchanged |
| Bensler, LLC | 16,993 | $14.0M | 1.76% | +1,517+9.8% | Added |
| Gouws Capital LLC | 16,954 | $14.0M | 9.16% | −551−3.1% | Reduced |
| Meeder Advisory Services, Inc. | 16,948 | $14.0M | 0.84% | +646+4.0% | Added |
| Patten & Patten Inc | 16,919 | $14.0M | 0.94% | +644+4.0% | Added |
| WCM Investment Management, LLC | 16,955 | $13.9M | 0.04% | +250+1.5% | Added |