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, Q3 2025
Institutional positions in Eli Lilly & Co as of Sep 30, 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
- 3,905
- +55 vs. Q2 2025
- Shares held
- 765.2M
- −6.18M (−0.8%) vs. Q2 2025
- Total value
- $583.5B
- −$17.1B (−2.9%) vs. Q2 2025
- New holders
- 216
- 1,795 more added
- Sold out
- 161
- 1,460 more reduced
65 institutions that held it in Q2 2025 haven't filed for Q3 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 2025: 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, Q3 2025
Shares, value and share of portfolio for each institution holding Eli Lilly & Co; share changes are against Q2 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Austin Wealth Management, LLC | 767 | $623.2K | 0.10% | +767 | New |
| HMV Wealth Advisors, LLC | 818 | $624.1K | 0.34% | −27−3.2% | Reduced |
| Twelve Points Wealth Management LLC | 819 | $624.9K | 0.16% | 00.0% | Unchanged |
| MGB Wealth Management, LLC | 825 | $624.9K | 0.18% | −1,055−56.1% | Reduced |
| Fiduciary Financial Group, LLC | 819 | $625.3K | 0.10% | −30−3.5% | Reduced |
| Vista Capital Partners, Inc. | 820 | $625.7K | 0.06% | +115+16.3% | Added |
| Cardiff Park Advisors, LLC | 821 | $626.4K | 0.05% | 00.0% | Unchanged |
| Sentinus, LLC | 823 | $627.6K | 0.14% | +55+7.2% | Added |
| Main Line Retirement Advisors, LLC | 826 | $630.3K | 0.32% | −23−2.7% | Reduced |
| Goldstream Capital Management Ltd | 829 | $632.5K | 0.22% | 00.0% | Unchanged |
| Burns Matteson Capital Management, LLC | 830 | $633.7K | 0.27% | −32−3.7% | Reduced |
| Peoples Bank | 832 | $634.8K | 0.39% | +93+12.6% | Added |
| WFA of San Diego, LLC | 834 | $636.3K | 0.43% | −31−3.6% | Reduced |
| Gradient Investments LLC | 835 | $637.2K | 0.01% | +166+24.8% | Added |
| McRae Capital Management Inc | 836 | $637.9K | 0.13% | −100−10.7% | Reduced |
| Trueblood Wealth Management, LLC | 836 | $638.2K | 0.25% | −2−0.2% | Reduced |
| Daner Wealth Management, LLC | 795 | $638.5K | 0.41% | +71+9.8% | Added |
| Convergence Investment Partners, LLC | 837 | $638.7K | 0.14% | −1−0.1% | Reduced |
| Abel Hall, LLC | 839 | $639.8K | 0.26% | −282−25.2% | Reduced |
| Morris Retirement Advisors, LLC | 839 | $639.9K | 0.28% | −135−13.9% | Reduced |
| Sovereign Financial Group, Inc. | 839 | $640.4K | 0.12% | +46+5.8% | Added |
| Private Client Services, LLC | 840 | $640.9K | 0.21% | −407−32.6% | Reduced |
| Liberty Square Wealth Partners LLC | 840 | $640.9K | 0.20% | 00.0% | Unchanged |
| Northstar Financial Companies, Inc. | 840 | $640.9K | 0.59% | +502+148.5% | Added |
| Foster & Motley Inc | 840 | $641.0K | 0.03% | −118−12.3% | Reduced |
| Hollencrest Capital Management | 840 | $641.1K | 0.02% | −27−3.1% | Reduced |
| Key Financial Inc | 778 | $642.2K | 0.12% | +45+6.1% | Added |
| Independent Solutions Wealth Management, LLC | 843 | $643.2K | 0.11% | +29+3.6% | Added |
| Strait & Sound Wealth Management LLC | 843 | $643.3K | 0.25% | −23−2.7% | Reduced |
| Mountain Pacific Investment Advisers Inc | 844 | $644.0K | 0.10% | 00.0% | Unchanged |
| ABLE Financial Group, LLC | 846 | $645.5K | 0.14% | −119−12.3% | Reduced |
| EdgeRock Capital LLC | 846 | $645.6K | 0.18% | −71−7.7% | Reduced |
| Embree Financial Group | 846 | $645.7K | 0.09% | +10+1.2% | Added |
| Detalus Advisors, LLC | 847 | $645.9K | 0.17% | +9+1.1% | Added |
| one8zero8, LLC | 847 | $646.3K | 0.14% | +29+3.5% | Added |
| Laidlaw Wealth Management LLC | 848 | $647.0K | 1.54% | −47−5.3% | Reduced |
| Howe & Rusling Inc | 850 | $648.4K | 0.04% | −45−5.0% | Reduced |
| Sulzberger Capital Advisors, Inc. | 851 | $649.3K | 0.72% | +9+1.1% | Added |
| Leslie Global Wealth, LLC | 852 | $650.1K | 0.30% | −8−0.9% | Reduced |
| New World Advisors LLC | 853 | $650.8K | 0.12% | −108−11.2% | Reduced |
| Operose Advisors LLC | 854 | $651.6K | 0.16% | +320+59.9% | Added |
| Coign Capital Advisors LLC | 855 | $652.4K | 0.36% | +66+8.4% | Added |
| NewSquare Capital LLC | 856 | $653.1K | 0.04% | +383+81.0% | Added |
| Revisor Wealth Management LLC | 765 | $653.5K | 0.23% | +51+7.1% | Added |
| Wealth Effects LLC | 857 | $653.8K | 0.21% | −211−19.8% | Reduced |
| Acorn Creek Capital LLC | 859 | $655.7K | 0.25% | +10+1.2% | Added |
| Greenfield Savings Bank | 860 | $656.2K | 0.28% | −1−0.1% | Reduced |
| LRT Capital Management, LLC | 861 | $657.2K | 0.44% | +861 | New |
| PAX Financial Group, LLC | 862 | $657.7K | 0.12% | +58+7.2% | Added |
| Silver Grove Financial Group, Inc. | 863 | $658.5K | 0.62% | +863 | New |
| MBE Wealth Management, LLC | 863 | $658.7K | 0.28% | +16+1.9% | Added |
| Regatta Capital Group, LLC | 864 | $659.2K | 0.10% | −102−10.6% | Reduced |
| LeConte Wealth Management, LLC | 864 | $659.2K | 0.44% | +291+50.8% | Added |
| Claris Financial LLC | 865 | $659.9K | 0.37% | −36−4.0% | Reduced |
| Portland Investment Counsel Inc. | 865 | $660.0K | 0.18% | 00.0% | Unchanged |
| Sherman Asset Management, Inc. | 865 | $660.3K | 0.57% | 00.0% | Unchanged |
| Investment Advisory Group, LLC | 866 | $660.5K | 0.18% | −1−0.1% | Reduced |
| Graybill Bartz & Assoc Ltd | 868 | $662.3K | 0.20% | 00.0% | Unchanged |
| Tripletail Wealth Management, LLC | 784 | $662.7K | 0.78% | −2−0.3% | Reduced |
| Dean Investment Associates, LLC | 870 | $663.8K | 0.09% | 00.0% | Unchanged |
| B&D White Capital Company, LLC | 872 | $665.3K | 0.09% | +872 | New |
| EHP Funds Inc. | 873 | $666.1K | 0.88% | +873 | New |
| Benchmark Financial Wealth Advisors, LLC | 874 | $666.8K | 0.20% | −38−4.2% | Reduced |
| Samalin Investment Counsel, LLC | 874 | $667.0K | 0.23% | +90+11.5% | Added |
| Advantage Trust Co | 876 | $668.4K | 0.30% | 00.0% | Unchanged |
| Consilio Wealth Advisors, LLC | 876 | $668.4K | 0.22% | −6−0.7% | Reduced |
| Prudent Man Advisors, LLC | 877 | $669.2K | 0.25% | −108−11.0% | Reduced |
| American Trust Investment Advisors, LLC | 877 | $669.2K | 0.35% | −56−6.0% | Reduced |
| Culbertson A N & Co Inc | 880 | $671.4K | 0.10% | +4+0.5% | Added |
| Portland Global Advisors LLC | 880 | $671.4K | 0.07% | +130+17.3% | Added |
| David J Yvars Group | 880 | $671.7K | 0.36% | 00.0% | Unchanged |
| Total Clarity Wealth Management, Inc. | 885 | $675.5K | 0.18% | −84−8.7% | Reduced |
| Members Wealth LLC | 818 | $675.5K | 0.43% | +818 | New |
| UMA Financial Services, Inc. | 885 | $675.6K | 0.10% | −139−13.6% | Reduced |
| Northwest Wealth Management, LLC | 886 | $676.0K | 0.11% | +35+4.1% | Added |
| Councilmark Asset Management, LLC | 887 | $676.8K | 0.39% | 00.0% | Unchanged |
| Ridgecrest Wealth Partners, LLC | 887 | $676.8K | 0.31% | +3+0.3% | Added |
| WMG Financial Advisors, LLC | 887 | $676.8K | 0.23% | +15+1.7% | Added |
| Tranquility Partners, LLC | 888 | $677.5K | 0.23% | −74−7.7% | Reduced |
| Wedgewood Investors Inc | 888 | $677.5K | 0.74% | −20−2.2% | Reduced |
| Legato Capital Management LLC | 888 | $677.5K | 0.07% | 00.0% | Unchanged |
| Commonwealth Financial Services, LLC | 889 | $678.4K | 0.12% | −12−1.3% | Reduced |
| Mount Vernon Associates Inc | 890 | $679.0K | 0.47% | −50−5.3% | Reduced |
| Cambridge Financial Group, LLC | 891 | $679.9K | 0.22% | +15+1.7% | Added |
| Legacy Edge Advisors, LLC | 893 | $681.5K | 0.08% | −10−1.1% | Reduced |
| Boston Partners | 894 | $682.2K | 0.00% | +894 | New |
| Hartford Financial Management Inc. | 894 | $682.4K | 0.18% | 00.0% | Unchanged |
| Sax Wealth Advisors, LLC | 896 | $683.6K | 0.04% | +207+30.0% | Added |
| Alexander Labrunerie & Co., Inc. | 896 | $683.6K | 0.25% | −125−12.2% | Reduced |
| Armstrong, Fleming & Moore, Inc | 896 | $684.0K | 0.33% | +140+18.5% | Added |
| Roehl & Yi Investment Advisors, LLC | 898 | $685.3K | 0.30% | 00.0% | Unchanged |
| O'Brien Greene & Co. Inc | 900 | $686.7K | 0.21% | −79−8.1% | Reduced |
| Harbor Advisors LLC | 900 | $686.7K | 0.11% | 00.0% | Unchanged |
| Purkiss Capital Advisors LLC | 902 | $687.9K | 0.33% | −135−13.0% | Reduced |
| Invested Advisors | 874 | $688.0K | 1.00% | +874 | New |
| AGH Wealth Advisors, LLC | 902 | $688.2K | 0.50% | −223−19.8% | Reduced |
| Smith Thornton Advisors LLC | 906 | $691.5K | 0.36% | +5+0.6% | Added |
| Moody Aldrich Partners LLC | 907 | $692.1K | 0.13% | +514+130.8% | Added |
| Fountainhead AM, LLC | 908 | $692.8K | 0.09% | +66+7.8% | Added |
| Ryan Investment Management, Inc. | 909 | $693.6K | 0.39% | 00.0% | Unchanged |