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, 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
- 3,904
- +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
- 1,459 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 | $942.7B |
| 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, 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 |
|---|---|---|---|---|---|
| Resonant Capital Advisors, LLC | 5,552 | $4.24M | 0.25% | −292−5.0% | Reduced |
| West Oak Capital, LLC | 5,565 | $4.25M | 1.70% | −142−2.5% | Reduced |
| Forum Private Client Group LLC | 5,567 | $4.25M | 1.51% | +10.0% | Added |
| Iowa State Bank | 5,586 | $4.26M | 0.81% | −10.0% | Reduced |
| First Business Financial Services, Inc. | 5,601 | $4.27M | 0.39% | −579−9.4% | Reduced |
| Arete Wealth Advisors, LLC | 5,595 | $4.28M | 0.27% | +735+15.1% | Added |
| ICW Investment Advisors LLC | 5,611 | $4.28M | 1.56% | −318−5.4% | Reduced |
| WNY Asset Management, LLC | 5,614 | $4.28M | 0.41% | +425+8.2% | Added |
| Capital Square, LLC | 5,620 | $4.29M | 2.19% | −77−1.4% | Reduced |
| Mitchell McLeod Pugh & Williams Inc | 5,234 | $4.29M | 0.69% | −80−1.5% | Reduced |
| Pacific Wealth Strategies Group, Inc. | 5,633 | $4.30M | 2.64% | +260+4.8% | Added |
| Clarius Group, LLC | 5,639 | $4.30M | 0.25% | −3,308−37.0% | Reduced |
| Advisory Alpha, LLC | 5,250 | $4.31M | 0.12% | +605+13.0% | Added |
| Umpqua Bank | 5,213 | $4.31M | 1.20% | +274+5.5% | Added |
| China Universal Asset Management Co., Ltd. | 5,655 | $4.31M | 0.36% | −2,095−27.0% | Reduced |
| WealthBridge Capital Management, LLC | 5,675 | $4.33M | 1.02% | −183−3.1% | Reduced |
| Joseph Group Capital Management | 5,675 | $4.33M | 1.22% | +5,675 | New |
| Cadinha & Co LLC | 5,692 | $4.34M | 0.59% | −290−4.8% | Reduced |
| Camden Capital, LLC | 5,694 | $4.34M | 0.30% | +508+9.8% | Added |
| Tufton Capital Management | 5,732 | $4.37M | 0.78% | +986+20.8% | Added |
| Azzad Asset Management Inc | 5,743 | $4.38M | 0.43% | +989+20.8% | Added |
| Concord Investment Counsel Inc. | 5,756 | $4.39M | 1.39% | +5,756 | New |
| Highview Capital Management LLC | 5,767 | $4.40M | 1.62% | −26−0.4% | Reduced |
| Institute for Wealth Management, LLC. | 5,784 | $4.41M | 0.46% | −160−2.7% | Reduced |
| Valmark Advisers, Inc. | 5,787 | $4.42M | 0.06% | +363+6.7% | Added |
| Accent Capital Management, LLC | 5,814 | $4.44M | 1.88% | +67+1.2% | Added |
| Capital Advisors Inc | 5,825 | $4.44M | 0.07% | −922−13.7% | Reduced |
| PFC Capital Group, Inc. | 5,852 | $4.46M | 1.88% | +236+4.2% | Added |
| Moloney Securities Asset Management, LLC | 5,854 | $4.47M | 0.53% | −203−3.4% | Reduced |
| Point72 Hong Kong Ltd | 5,866 | $4.48M | 0.21% | +863+17.2% | Added |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 5,870 | $4.48M | 0.53% | +425+7.8% | Added |
| CWA Asset Management Group, LLC | 5,870 | $4.48M | 0.17% | −1,366−18.9% | Reduced |
| Wellington Shields Capital Management, LLC | 5,871 | $4.48M | 0.68% | +687+13.3% | Added |
| Waddell & Associates, LLC | 5,880 | $4.49M | 0.38% | +322+5.8% | Added |
| TD Private Client Wealth LLC | 5,898 | $4.50M | 0.10% | −24−0.4% | Reduced |
| Cassaday & Co Wealth Management LLC | 5,902 | $4.50M | 0.10% | +158+2.8% | Added |
| Beaton Management Co. Inc. | 5,931 | $4.53M | 2.06% | +20+0.3% | Added |
| TownSquare Capital, LLC | 5,941 | $4.53M | 0.69% | −3,080−34.1% | Reduced |
| First Dallas Securities Inc. | 5,943 | $4.53M | 1.70% | +1,500+33.8% | Added |
| First Foundation Advisors | 5,944 | $4.54M | 0.17% | +358+6.4% | Added |
| Oxler Private Wealth LLC | 5,948 | $4.54M | 1.32% | −120−2.0% | Reduced |
| Sciencast Management LP | 5,954 | $4.54M | 0.85% | +5,954 | New |
| Texas Yale Capital Corp. | 5,960 | $4.55M | 0.14% | +320+5.7% | Added |
| DRW Securities, LLC | 5,963 | $4.55M | 0.23% | +3,100+108.3% | Added |
| Dillon & Associates Inc | 5,973 | $4.56M | 0.59% | +1,745+41.3% | Added |
| Crews Bank & Trust | 5,973 | $4.56M | 0.67% | −56−0.9% | Reduced |
| Beck Capital Management, LLC | 6,018 | $4.59M | 1.06% | −26−0.4% | Reduced |
| Sitrin Capital Management LLC | 6,020 | $4.59M | 2.20% | −58−1.0% | Reduced |
| Vision Capital Management, Inc. | 6,024 | $4.60M | 0.57% | +192+3.3% | Added |
| BTG Pactual Asset Management US LLC | 6,034 | $4.60M | 0.54% | +3,159+109.9% | Added |
| Avantax Planning Partners, Inc. | 6,037 | $4.61M | 0.13% | +463+8.3% | Added |
| Global Wealth Management Investment Advisory, Inc. | 6,041 | $4.61M | 0.77% | +40+0.7% | Added |
| Arista Wealth Management, LLC | 6,047 | $4.61M | 0.57% | +471+8.4% | Added |
| Gilder Gagnon Howe & Co LLC | 6,069 | $4.63M | 0.05% | −1,181−16.3% | Reduced |
| Romano Brothers and Company | 6,070 | $4.63M | 0.53% | +38+0.6% | Added |
| Advisor OS, LLC | 6,073 | $4.63M | 0.40% | +630+11.6% | Added |
| McKinley Carter Wealth Services, Inc. | 6,110 | $4.66M | 0.24% | −70−1.1% | Reduced |
| Keebeck Wealth Management, LLC | 6,129 | $4.68M | 0.55% | −227−3.6% | Reduced |
| Investment Partners, Ltd. | 6,143 | $4.69M | 1.65% | −157−2.5% | Reduced |
| Level Four Advisory Services, LLC | 6,142 | $4.69M | 0.16% | −584−8.7% | Reduced |
| Insigneo Advisory Services, LLC | 6,151 | $4.69M | 0.33% | +217+3.7% | Added |
| Sound Income Strategies, LLC | 5,493 | $4.70M | 0.26% | +233+4.4% | Added |
| Smith, Moore & Co. | 6,165 | $4.70M | 0.36% | +311+5.3% | Added |
| Premier Path Wealth Partners, LLC | 6,174 | $4.71M | 0.61% | +107+1.8% | Added |
| Reynders McVeigh Capital Management, LLC | 6,178 | $4.71M | 0.22% | −996−13.9% | Reduced |
| Edgestream Partners, L.P. | 6,179 | $4.71M | 0.14% | +4,165+206.8% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 6,188 | $4.72M | 0.15% | +750+13.8% | Added |
| Steel Peak Wealth Management LLC | 6,190 | $4.72M | 0.16% | +232+3.9% | Added |
| Stamos Capital Partners, L.P. | 6,202 | $4.73M | 0.89% | +818+15.2% | Added |
| Compass Wealth Management LLC | 6,203 | $4.73M | 1.06% | +75+1.2% | Added |
| Grimes & Company, Inc. | 6,210 | $4.74M | 0.12% | +1,551+33.3% | Added |
| SFE Investment Counsel | 6,242 | $4.76M | 0.76% | +1,393+28.7% | Added |
| Broadleaf Partners, LLC | 6,258 | $4.77M | 1.00% | −107−1.7% | Reduced |
| Roundview Capital LLC | 6,264 | $4.78M | 0.30% | +614+10.9% | Added |
| Gibbs Wealth Management | 6,277 | $4.79M | 1.08% | −823−11.6% | Reduced |
| Symphony Financial, Ltd. Co. | 6,202 | $4.79M | 0.58% | −10,824−63.6% | Reduced |
| University of Texas/Texas Am Investment Managment Co | 6,287 | $4.80M | 0.69% | −629−9.1% | Reduced |
| Brandywine Oak Private Wealth LLC | 6,303 | $4.81M | 0.42% | +6+0.1% | Added |
| StoneCrest Wealth Management, Inc. | 6,307 | $4.81M | 2.11% | +45+0.7% | Added |
| Flagship Harbor Advisors, LLC | 6,334 | $4.83M | 0.21% | +108+1.7% | Added |
| First City Capital Management, Inc. | 6,340 | $4.84M | 2.61% | +96+1.5% | Added |
| Ausdal Financial Partners, Inc. | 6,352 | $4.85M | 0.24% | +1,881+42.1% | Added |
| MidWestOne Financial Group, Inc. | 6,353 | $4.85M | 0.59% | −52−0.8% | Reduced |
| Sowell Financial Services LLC | 6,371 | $4.86M | 0.19% | −24−0.4% | Reduced |
| American Trust | 6,385 | $4.87M | 0.41% | +263+4.3% | Added |
| Sym Financial Corp | 6,386 | $4.87M | 0.52% | +230+3.7% | Added |
| EverSource Wealth Advisors, LLC | 6,396 | $4.88M | 0.19% | +276+4.5% | Added |
| Capital Asset Advisory Services LLC | 6,430 | $4.91M | 0.21% | +315+5.2% | Added |
| Everhart Financial Group, Inc. | 6,442 | $4.92M | 0.49% | −74−1.1% | Reduced |
| Parisi Gray Wealth Management | 6,442 | $4.92M | 1.28% | +49+0.8% | Added |
| Meridian Wealth Advisors, LLC | 6,448 | $4.92M | 0.70% | +68+1.1% | Added |
| BOS Asset Management, LLC | 6,500 | $4.96M | 1.40% | +17+0.3% | Added |
| InvesTrust | 6,514 | $4.97M | 1.82% | −14−0.2% | Reduced |
| Blackhawk Capital Partners LLC. | 6,526 | $4.98M | 1.94% | −2,024−23.7% | Reduced |
| ZWJ Investment Counsel Inc | 6,530 | $4.98M | 0.18% | +183+2.9% | Added |
| Lake Street Financial LLC | 6,559 | $5.00M | 0.65% | +250+4.0% | Added |
| Sargent Investment Group, LLC | 6,576 | $5.02M | 0.72% | +1,435+27.9% | Added |
| Allen Investment Management LLC | 6,605 | $5.04M | 0.06% | +66+1.0% | Added |
| AlphaCore Capital LLC | 6,607 | $5.04M | 0.17% | +498+8.2% | Added |
| ZEGA Investments, LLC | 6,608 | $5.04M | 1.16% | +132+2.0% | Added |