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 |
|---|---|---|---|---|---|
| McGlone Suttner Wealth Management, Inc. | 1,038 | $791.8K | 0.11% | +3+0.3% | Added |
| New Covenant Trust Company, N.A. | 1,039 | $792.8K | 0.74% | −1,499−59.1% | Reduced |
| Signature Wealth Management Partners, LLC | 1,039 | $793.1K | 0.42% | +61+6.2% | Added |
| Renaissance Investment Group LLC | 1,040 | $793.5K | 0.16% | 00.0% | Unchanged |
| Kentucky Trust Co | 1,040 | $793.5K | 0.43% | 00.0% | Unchanged |
| RFP Financial Group LLC | 1,032 | $794.9K | 0.32% | +101+10.8% | Added |
| Summit Wealth & Retirement Planning, Inc. | 1,043 | $795.8K | 0.20% | +39+3.9% | Added |
| Delta Wealth Advisors LLC | 1,044 | $796.6K | 0.62% | +5+0.5% | Added |
| Emerald Advisers, LLC | 1,047 | $798.9K | 0.03% | 00.0% | Unchanged |
| Paradigm Asset Management Co LLC | 1,050 | $801.1K | 0.18% | 00.0% | Unchanged |
| Lakeshore Capital Group, Inc. | 1,050 | $801.3K | 0.65% | +20+1.9% | Added |
| Cavalier Investments, LLC | 966 | $802.3K | 0.32% | 00.0% | Unchanged |
| BankPlus Wealth Management LLC | 1,052 | $802.6K | 0.47% | +46+4.6% | Added |
| Twin Peaks Wealth Advisors, LLC | 1,052 | $803.0K | 0.27% | −26−2.4% | Reduced |
| Sittner & Nelson, LLC | 1,053 | $803.4K | 0.29% | 00.0% | Unchanged |
| Briaud Financial Planning, Inc | 1,055 | $805.0K | 0.26% | −139−11.6% | Reduced |
| Birinyi Associates Inc | 1,055 | $805.0K | 0.21% | 00.0% | Unchanged |
| Consolidated Planning Corp | 1,057 | $806.5K | 0.09% | +260+32.6% | Added |
| Drake & Associates, LLC | 873 | $808.6K | 0.17% | −27−3.0% | Reduced |
| Strategic Financial Concepts, LLC | 1,062 | $810.1K | 0.12% | −264−19.9% | Reduced |
| First Financial Bankshares Inc | 1,062 | $810.3K | 0.02% | +136+14.7% | Added |
| TFB Advisors LLC | 998 | $810.7K | 0.24% | −673−40.3% | Reduced |
| Vestor Capital, LLC | 1,064 | $811.0K | 0.05% | −3,062−74.2% | Reduced |
| Evanson Asset Management, LLC | 1,063 | $811.1K | 0.05% | −972−47.8% | Reduced |
| WealthTrust Asset Management, LLC | 1,063 | $811.1K | 0.56% | −175−14.1% | Reduced |
| Tributary Capital Management, LLC | 1,065 | $812.6K | 0.07% | −65−5.8% | Reduced |
| Pettee Investors, Inc. | 1,066 | $813.4K | 0.45% | 00.0% | Unchanged |
| Vantage Point Financial LLC | 1,066 | $813.4K | 0.32% | −66−5.8% | Reduced |
| Tandem Wealth Advisors LLC | 1,067 | $814.1K | 0.39% | +115+12.1% | Added |
| Leisure Capital Management | 1,067 | $814.3K | 0.28% | +9+0.9% | Added |
| Thoma Capital Management LLC | 1,067 | $814.5K | 0.47% | +2+0.2% | Added |
| Roof Eidam & Maycock | 1,070 | $816.4K | 0.20% | 00.0% | Unchanged |
| Symphony Financial Services, Inc. | 1,071 | $817.1K | 0.44% | +488+83.7% | Added |
| Heritage Wealth Advisors | 1,081 | $824.8K | 0.04% | −9−0.8% | Reduced |
| Watts Gwilliam & Co., LLC | 1,083 | $826.3K | 0.13% | 00.0% | Unchanged |
| Falcon Wealth Planning | 1,083 | $826.4K | 0.07% | +99+10.1% | Added |
| San Luis Wealth Advisors LLC | 1,084 | $826.8K | 0.15% | +571+111.3% | Added |
| Francis Financial, Inc. | 726 | $827.1K | 0.15% | +29+4.2% | Added |
| Tudor Financial Inc. | 1,084 | $827.2K | 0.44% | +5+0.5% | Added |
| McDonald Partners LLC | 1,084 | $827.5K | 0.25% | +395+57.3% | Added |
| Emerald Advisors, LLC | 1,085 | $828.0K | 0.11% | +64+6.3% | Added |
| Trust Co of the South | 1,086 | $828.6K | 0.14% | +191+21.3% | Added |
| Alpine Bank Wealth Management | 1,088 | $830.1K | 0.12% | −51−4.5% | Reduced |
| Bouchey Financial Group Ltd | 1,089 | $830.8K | 0.06% | −3−0.3% | Reduced |
| JSF Financial, LLC | 1,093 | $834.3K | 0.19% | −23−2.1% | Reduced |
| St. Clair Advisors, LLC | 1,094 | $834.7K | 0.22% | +1,094 | New |
| Financial Partners Group, Inc | 1,096 | $836.5K | 0.10% | +84+8.3% | Added |
| New Perspectives, Inc | 1,097 | $837.0K | 0.37% | 00.0% | Unchanged |
| Monticello Wealth Management, LLC | 1,098 | $837.7K | 0.06% | +592+117.0% | Added |
| Amussen Hunsaker Associates LLC | 1,099 | $838.3K | 0.09% | +700+175.4% | Added |
| Merrion Investment Management Co, LLC | 1,100 | $839.3K | 0.48% | −200−15.4% | Reduced |
| Corundum Trust Company, INC | 1,100 | $839.3K | 1.82% | −2−0.2% | Reduced |
| Austin Private Wealth, LLC | 1,100 | $839.7K | 0.06% | −139−11.2% | Reduced |
| Millstone Evans Group, LLC | 1,101 | $840.1K | 0.53% | 00.0% | Unchanged |
| Paulson Wealth Management Inc. | 1,103 | $841.6K | 0.20% | −22−2.0% | Reduced |
| Quartz Partners, LLC | 1,105 | $843.1K | 0.31% | +68+6.6% | Added |
| Charter Oak Capital Management, LLC | 1,106 | $843.7K | 0.07% | −193−14.9% | Reduced |
| Godsey & Gibb Associates | 1,107 | $844.6K | 0.07% | +7+0.6% | Added |
| Saxon Interests, Inc. | 1,156 | $846.9K | 0.33% | +631+120.2% | Added |
| Cyr Financial Inc. | 1,116 | $851.5K | 0.58% | +33+3.0% | Added |
| Evelyn Partners Asset Management Ltd | 1,118 | $853.0K | 0.19% | +1,113+22,260.0% | Added |
| Ritter Daniher Financial Advisory LLC | 1,118 | $853.1K | 0.15% | +31+2.9% | Added |
| Dock Street Asset Management Inc | 1,121 | $855.3K | 0.07% | +3+0.3% | Added |
| Lazari Capital Management, Inc. | 1,122 | $856.3K | 0.29% | +440+64.5% | Added |
| Lantern Wealth Advisors, LLC | 1,123 | $856.8K | 0.45% | −281−20.0% | Reduced |
| Palacios Wealth Management, LLC | 1,123 | $856.8K | 0.56% | +423+60.4% | Added |
| Warner Financial, Inc | 1,123 | $857.0K | 0.32% | 00.0% | Unchanged |
| Robinson Smith Wealth Advisors LLC | 1,125 | $858.4K | 0.62% | −1−0.1% | Reduced |
| New Wave Wealth Advisors LLC | 1,125 | $858.6K | 0.33% | +7+0.6% | Added |
| Tran Capital Management, L.P. | 1,126 | $859.1K | 0.10% | 00.0% | Unchanged |
| Peloton Wealth Strategists | 1,130 | $862.0K | 0.34% | +3+0.3% | Added |
| CNB Bank | 1,130 | $862.2K | 0.36% | −62−5.2% | Reduced |
| Hardin Capital Partners, LLC | 1,132 | $863.7K | 0.46% | +28+2.5% | Added |
| Harel Insurance Investments & Financial Services Ltd. | 1,137 | $864.0K | 0.01% | +364+47.1% | Added |
| Key Client Fiduciary Advisors, LLC | 1,136 | $866.7K | 0.29% | +13+1.2% | Added |
| Christensen, King & Associates Investment Services, Inc. | 1,139 | $869.1K | 0.37% | +13+1.2% | Added |
| FLC Capital Advisors | 1,141 | $870.6K | 0.17% | +30+2.7% | Added |
| Opus Capital Group, LLC | 1,143 | $872.0K | 0.10% | −36−3.1% | Reduced |
| TrueWealth Advisors, LLC | 1,145 | $873.3K | 0.24% | −22−1.9% | Reduced |
| Gries Financial LLC | 1,145 | $873.6K | 0.14% | −842−42.4% | Reduced |
| Clearwater Capital Advisors, LLC | 1,145 | $873.6K | 0.07% | +11+1.0% | Added |
| Jessup Wealth Management, Inc | 1,146 | $874.1K | 0.33% | −28−2.4% | Reduced |
| BlackDiamond Wealth Management Inc. | 1,147 | $875.2K | 0.48% | +45+4.1% | Added |
| V. M. Manning & Co., Inc. | 1,195 | $875.5K | 0.80% | 00.0% | Unchanged |
| Sunpointe, LLC | 1,152 | $879.0K | 0.32% | −31−2.6% | Reduced |
| Applied Finance Capital Management, LLC | 1,153 | $879.7K | 0.06% | +100+9.5% | Added |
| Karani Asset Management LLC | 1,156 | $882.0K | 0.75% | −169−12.8% | Reduced |
| Alhambra Investment Partners LLC | 1,158 | $883.6K | 0.42% | +234+25.3% | Added |
| Greystone Financial Group, LLC | 1,158 | $883.6K | 0.14% | −20−1.7% | Reduced |
| Verus Capital Partners, LLC | 1,159 | $884.2K | 0.07% | −6−0.5% | Reduced |
| Alpha Wealth Funds, LLC | 1,200 | $884.4K | 0.72% | +1,200 | New |
| Triad Wealth Partners, LLC | 1,163 | $887.0K | 0.11% | −222−16.0% | Reduced |
| Annis Gardner Whiting Capital Advisors, LLC | 1,163 | $887.5K | 0.18% | +25+2.2% | Added |
| Lifelong Wealth Advisors, Inc. | 1,164 | $888.1K | 0.26% | −5−0.4% | Reduced |
| Aspire Growth Partners LLC | 1,167 | $890.6K | 0.65% | +9+0.8% | Added |
| Machina Capital S.A.S. | 1,168 | $891.2K | 0.16% | −1,275−52.2% | Reduced |
| Joel Adams & Associates, Inc. | 1,168 | $891.2K | 0.72% | −31−2.6% | Reduced |
| Ellis Investment Partners, LLC | 1,168 | $891.2K | 0.16% | +12+1.0% | Added |
| BWM Planning, LLC | 1,169 | $891.9K | 0.27% | +28+2.5% | Added |
| Intrua Financial, LLC | 1,172 | $894.2K | 0.10% | +19+1.6% | Added |