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 |
|---|---|---|---|---|---|
| Quest Investment Management LLC | 16,748 | $13.8M | 1.71% | −2,169−11.5% | Reduced |
| Principal Securities, Inc. | 17,907 | $13.8M | 0.31% | +56+0.3% | Added |
| PGGM Investments | 16,734 | $13.8M | 0.19% | +3,331+24.9% | Added |
| Wealthspire Advisors, LLC | 16,698 | $13.8M | 0.08% | +7,989+91.7% | Added |
| Sigma Planning Corp | 16,699 | $13.8M | 0.44% | −640−3.7% | Reduced |
| Obermeyer Wood Investment Counsel, LLLP | 16,696 | $13.8M | 0.74% | +811+5.1% | Added |
| Callahan Advisors, LLC | 16,660 | $13.8M | 1.31% | +2,326+16.2% | Added |
| Plato Investment Management Ltd | 16,455 | $13.7M | 1.16% | −860−5.0% | Reduced |
| Diversified Trust Co | 16,615 | $13.7M | 0.34% | +1,955+13.3% | Added |
| Kinneret Advisory, LLC | 16,415 | $13.6M | 1.37% | −56−0.3% | Reduced |
| Monetary Management Group Inc | 16,385 | $13.5M | 3.66% | −85−0.5% | Reduced |
| Parallax Volatility Advisers, L.P. | 16,282 | $13.4M | 0.43% | −57,126−77.8% | Reduced |
| Larson Financial Group LLC | 16,183 | $13.4M | 0.64% | +828+5.4% | Added |
| North Star Asset Management Inc | 16,082 | $13.3M | 0.61% | −343−2.1% | Reduced |
| L & S Advisors Inc | 16,075 | $13.3M | 1.64% | +5,326+49.5% | Added |
| Silicon Valley Capital Partners | 16,131 | $13.3M | 1.73% | +4,040+33.4% | Added |
| SeaCrest Wealth Management, LLC | 16,040 | $13.2M | 1.50% | −524−3.2% | Reduced |
| Market Street Wealth Management Advisors LLC | 15,859 | $13.1M | 2.23% | +571+3.7% | Added |
| IFP Advisors, Inc | 15,804 | $13.1M | 0.40% | +1,813+13.0% | Added |
| CCM Investment Advisers LLC | 15,791 | $13.0M | 1.60% | +3,456+28.0% | Added |
| Spirepoint Private Client, LLC | 15,772 | $13.0M | 1.70% | +657+4.3% | Added |
| Richard Bernstein Advisors LLC | 15,751 | $13.0M | 0.31% | −699−4.2% | Reduced |
| Two Sigma Investments, LP | 15,733 | $13.0M | 0.03% | −306,957−95.1% | Reduced |
| V-Square Quantitative Management LLC | 15,726 | $13.0M | 1.90% | +874+5.9% | Added |
| Payden & Rygel | 15,720 | $13.0M | 1.12% | +6,200+65.1% | Added |
| Reuter James Wealth Management, LLC | 15,706 | $13.0M | 2.26% | −199−1.3% | Reduced |
| Mesirow Financial Investment Management, Inc. | 15,671 | $12.9M | 0.25% | −375−2.3% | Reduced |
| Cidel Asset Management Inc | 15,659 | $12.9M | 0.85% | +96+0.6% | Added |
| Capital Group Investment Management Pte. Ltd. | 15,642 | $12.9M | 2.64% | +804+5.4% | Added |
| Harbour Capital Advisors, LLC | 16,299 | $12.9M | 3.18% | −2,248−12.1% | Reduced |
| NWK Group, Inc. | 15,507 | $12.8M | 5.86% | −431−2.7% | Reduced |
| Buckingham Strategic Partners | 15,502 | $12.8M | 0.19% | +3,367+27.7% | Added |
| Quilter Plc | 15,433 | $12.7M | 0.26% | +1,080+7.5% | Added |
| Princeton Capital Management LLC | 15,411 | $12.7M | 4.48% | +9+0.1% | Added |
| SIH Partners, LLLP | 15,297 | $12.6M | 1.11% | +15,297 | New |
| GLOBALT Investments LLC | 15,289 | $12.6M | 0.52% | −444−2.8% | Reduced |
| Hilton Capital Management, LLC | 15,235 | $12.6M | 1.07% | +35+0.2% | Added |
| Fifth Third Wealth Advisors LLC | 15,205 | $12.6M | 0.65% | +1,918+14.4% | Added |
| Neville Rodie & Shaw Inc | 15,091 | $12.5M | 0.98% | +60+0.4% | Added |
| Spinnaker Trust | 15,070 | $12.4M | 0.81% | −2,399−13.7% | Reduced |
| Fi3 FINANCIAL ADVISORS, LLC | 15,019 | $12.4M | 5.04% | +102+0.7% | Added |
| Finer Wealth Management, Inc. | 14,998 | $12.4M | 7.42% | −513−3.3% | Reduced |
| Jaffetilchin Investment Partners, LLC | 14,987 | $12.4M | 0.90% | +102+0.7% | Added |
| GKV Capital Management Co., Inc. | 14,954 | $12.4M | 6.14% | −508−3.3% | Reduced |
| Transform Wealth, LLC | 14,912 | $12.3M | 0.75% | +7,134+91.7% | Added |
| Benjamin Edwards Inc | 14,900 | $12.3M | 0.17% | −365−2.4% | Reduced |
| Ascent Group, LLC | 14,900 | $12.3M | 0.53% | +3,695+33.0% | Added |
| Hartford Financial Management Inc. | 14,894 | $12.3M | 2.54% | 00.0% | Unchanged |
| Strategy Asset Managers LLC | 14,795 | $12.2M | 2.52% | −1,023−6.5% | Reduced |
| Dynamic Advisor Solutions LLC | 14,755 | $12.2M | 0.40% | −674−4.4% | Reduced |
| Sirios Capital Management L P | 14,675 | $12.1M | 2.16% | −700−4.6% | Reduced |
| Laurel Wealth Advisors LLC | 14,675 | $12.1M | 1.90% | −731−4.7% | Reduced |
| Core Alternative Capital | 14,593 | $12.1M | 2.90% | −1,545−9.6% | Reduced |
| Fairfield Financial Advisors, LTD | 14,549 | $12.0M | 4.53% | −119−0.8% | Reduced |
| Mission Wealth Management, LP | 14,546 | $12.0M | 0.30% | +52+0.4% | Added |
| APG Asset Management US Inc. | 14,917 | $12.0M | 0.09% | 00.0% | Unchanged |
| Nemes Rush Group LLC | 14,345 | $11.8M | 1.50% | +204+1.4% | Added |
| Adell Harriman & Carpenter Inc | 14,336 | $11.8M | 0.89% | +1,669+13.2% | Added |
| Simplify Asset Management Inc. | 14,290 | $11.8M | 0.55% | +5,681+66.0% | Added |
| Cookson Peirce & Co Inc | 14,258 | $11.8M | 0.59% | +2,100+17.3% | Added |
| TCW Group Inc | 14,203 | $11.7M | 0.10% | +1,614+12.8% | Added |
| Icon Wealth Advisors, LLC | 14,202 | $11.7M | 0.96% | +2,165+18.0% | Added |
| Claudia M.P. Batlle, CRP (R) LLC | 14,194 | $11.7M | 2.85% | +1,477+11.6% | Added |
| Hartline Investment Corp | 14,188 | $11.7M | 1.56% | −1,329−8.6% | Reduced |
| VestGen Advisors, LLC | 14,186 | $11.7M | 0.53% | +14,186 | New |
| Sheets Smith Wealth Management | 14,163 | $11.7M | 1.45% | +240+1.7% | Added |
| Amica Mutual Insurance Co | 14,154 | $11.7M | 1.29% | 00.0% | Unchanged |
| American National Bank | 14,147 | $11.7M | 1.30% | +6,219+78.4% | Added |
| First National Bank of Mount Dora, Trust Investment Services | 14,093 | $11.6M | 2.84% | +4,168+42.0% | Added |
| Hennion & Walsh Asset Management, Inc. | 14,083 | $11.6M | 0.52% | −835−5.6% | Reduced |
| International Assets Investment Management, LLC | 19,047 | $11.6M | 1.02% | −472−2.4% | Reduced |
| Asset Planning,Inc | 14,030 | $11.6M | 9.09% | −241−1.7% | Reduced |
| Sawgrass Asset Management LLC | 14,029 | $11.6M | 1.42% | −1,232−8.1% | Reduced |
| Anchor Investment Management, LLC | 14,016 | $11.6M | 1.08% | −29−0.2% | Reduced |
| Fulton Bank, N.A. | 13,997 | $11.6M | 0.47% | −761−5.2% | Reduced |
| MUFG Securities Americas Inc. | 13,947 | $11.5M | 1.34% | +2,316+19.9% | Added |
| Alpha Cubed Investments, LLC | 13,940 | $11.5M | 0.51% | +1,469+11.8% | Added |
| Motco | 13,875 | $11.5M | 1.21% | +409+3.0% | Added |
| Jacobi Capital Management LLC | 13,770 | $11.4M | 0.84% | +38+0.3% | Added |
| Rockland Trust Co | 13,760 | $11.4M | 0.57% | +2,089+17.9% | Added |
| First Citizens Bank & Trust Co | 13,731 | $11.3M | 0.29% | +237+1.8% | Added |
| Centaurus Financial, Inc. | 13,726 | $11.3M | 0.69% | −712−4.9% | Reduced |
| Verition Fund Management LLC | 13,690 | $11.3M | 0.07% | −204−1.5% | Reduced |
| Bell & Brown Wealth Advisors, LLC | 13,647 | $11.3M | 4.40% | −1,097−7.4% | Reduced |
| Trexquant Investment LP | 13,619 | $11.2M | 0.13% | +9,198+208.1% | Added |
| Denali Advisors LLC | 13,516 | $11.2M | 1.27% | −172−1.3% | Reduced |
| Smithbridge Asset Management Inc | 13,452 | $11.1M | 2.06% | +13,452 | New |
| American Financial Advisors, LLC | 13,399 | $11.1M | 1.61% | +17+0.1% | Added |
| Zions Bancorporation, National Association | 13,358 | $11.0M | 0.70% | +13,358 | New |
| Bremer Bank National Association | 13,339 | $11.0M | 1.96% | +554+4.3% | Added |
| NorthRock Partners, LLC | 13,321 | $11.0M | 0.37% | +299+2.3% | Added |
| Miracle Mile Advisors, LLC | 13,276 | $11.0M | 0.22% | −37−0.3% | Reduced |
| Marietta Wealth Management, LLC | 13,228 | $10.9M | 1.60% | +344+2.7% | Added |
| Peoples Financial Services Corp. | 13,208 | $10.9M | 5.24% | −222−1.7% | Reduced |
| Union Heritage Capital, LLC | 13,120 | $10.8M | 4.03% | 00.0% | Unchanged |
| Algert Global LLC | 13,106 | $10.8M | 0.27% | +848+6.9% | Added |
| Bailard, Inc. | 13,067 | $10.8M | 0.28% | +22+0.2% | Added |
| Wedmont Private Capital | 14,668 | $10.7M | 0.55% | +519+3.7% | Added |
| Ally Financial Inc. | 13,000 | $10.7M | 1.20% | +4,000+44.4% | Added |
| Texas Capital Bank Wealth Management Services Inc | 12,991 | $10.7M | 1.08% | +501+4.0% | Added |