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; 4,643 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
- 3,905
- +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 | 4,643 | $942.7B |
| 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 |
|---|---|---|---|---|---|
| Intergy Private Wealth, LLC | 314 | $239.6K | 0.07% | +18+6.1% | Added |
| Helen Stephens Group, LLC | 314 | $239.7K | 0.05% | 00.0% | Unchanged |
| AMJ Financial Wealth Management | 314 | $239.8K | 0.06% | 00.0% | Unchanged |
| SwitchPoint Financial Planning, LLC | 314 | $239.8K | 0.17% | +7+2.3% | Added |
| Curated Wealth Partners LLC | 315 | $240.3K | 0.03% | −225−41.7% | Reduced |
| Mraz, Amerine & Associates, Inc. | 315 | $240.3K | 0.04% | +3+1.0% | Added |
| Medallion Wealth Advisors, LLC | 315 | $240.4K | 0.09% | +10+3.3% | Added |
| BOCHK Asset Management Ltd | 316 | $241.1K | 0.06% | −184−36.8% | Reduced |
| Finley Financial, LLC | 316 | $241.1K | 0.11% | −100−24.0% | Reduced |
| OneAscent Investment Solutions LLC | 316 | $241.1K | 0.26% | −13−4.0% | Reduced |
| Peak Financial Management, Inc. | 316 | $241.1K | 0.06% | +30+10.5% | Added |
| Paladin Advisory Group, LLC | 317 | $241.9K | 0.19% | 00.0% | Unchanged |
| McIntyre Freedman & Flynn Investment Advisers Inc | 317 | $241.9K | 0.15% | +317 | New |
| ERTS Wealth Advisors, LLC | 318 | $242.6K | 0.08% | 00.0% | Unchanged |
| Cornerstone Wealth Advisors, Inc. | 318 | $242.6K | 0.06% | 00.0% | Unchanged |
| Hill Island Financial LLC | 318 | $242.7K | 0.06% | −119−27.2% | Reduced |
| IMS Capital Management | 319 | $243.4K | 0.11% | −40−11.1% | Reduced |
| Aspen Capital Management, LLC | 320 | $244.2K | 0.06% | 00.0% | Unchanged |
| Arlington Capital Management, Inc. | 320 | $244.2K | 0.16% | +320 | New |
| Fiduciary Wealth Partners, LLC | 320 | $244.3K | 0.10% | +68+27.0% | Added |
| PFS Partners, LLC | 320 | $244.5K | 0.12% | −12−3.6% | Reduced |
| Goldstone Financial Group, LLC | 321 | $244.7K | 0.03% | +4+1.3% | Added |
| Kraft, Davis & Associates, LLC | 291 | $245.6K | 0.06% | −43−12.9% | Reduced |
| Conrad Siegel Investment Advisors, Inc. | 322 | $245.7K | 0.05% | +21+7.0% | Added |
| KC Investment Advisors, LLC | 298 | $246.0K | 0.07% | −56−15.8% | Reduced |
| 25 LLC | 324 | $247.2K | 0.08% | +2+0.6% | Added |
| Buck Wealth Strategies, LLC | 324 | $247.3K | 0.03% | +324 | New |
| Courage Miller Partners, LLC | 325 | $248.0K | 0.07% | 00.0% | Unchanged |
| Twin Lakes Capital Management, LLC | 325 | $248.0K | 0.11% | 00.0% | Unchanged |
| Endeavor Private Wealth, Inc. | 325 | $248.1K | 0.08% | +49+17.8% | Added |
| Allied Investment Advisors, LLC | 326 | $248.4K | 0.04% | +59+22.1% | Added |
| Fairview Capital Investment Management, LLC | 326 | $248.7K | 0.01% | 00.0% | Unchanged |
| Pinnacle Wealth Management Group, Inc. | 326 | $248.7K | 0.13% | +326 | New |
| New Capital Management LP | 326 | $248.8K | 0.07% | +40+14.0% | Added |
| Granite Bay Wealth Management, LLC | 326 | $248.8K | 0.06% | −47−12.6% | Reduced |
| Legacy Wealth Management, LLC | 327 | $249.5K | 0.08% | +49+17.6% | Added |
| Vista Investment Management | 328 | $250.3K | 0.09% | +71+27.6% | Added |
| Global Strategic Investment Solutions, LLC | 328 | $250.3K | 0.02% | −9−2.7% | Reduced |
| Matrix Asset Advisors Inc | 328 | $250.6K | 0.02% | +3+0.9% | Added |
| White Pine Capital LLC | 330 | $251.8K | 0.07% | 00.0% | Unchanged |
| Biltmore Wealth Management, LLC | 330 | $251.9K | 0.10% | +17+5.4% | Added |
| Mason Investment Advisory Services, Inc. | 331 | $252.5K | 0.01% | 00.0% | Unchanged |
| Maridea Wealth Management LLC | 313 | $253.3K | 0.04% | +313 | New |
| Verus Wealth Management, LLC | 332 | $253.3K | 0.24% | −20−5.7% | Reduced |
| Avid Wealth Partners LLC | 333 | $254.1K | 0.13% | −68−17.0% | Reduced |
| Summit Wealth Group, LLC | 333 | $254.1K | 0.06% | 00.0% | Unchanged |
| Saudi Central Bank | 333 | $254.1K | 0.01% | +2+0.6% | Added |
| Disciplined Investments, LLC | 334 | $255.0K | 0.10% | 00.0% | Unchanged |
| Adams Wealth Management | 335 | $255.9K | 0.05% | 00.0% | Unchanged |
| CacheTech Inc. | 335 | $255.9K | 0.05% | 00.0% | Unchanged |
| Ring Mountain Capital, LLC | 336 | $256.0K | 0.14% | +5+1.5% | Added |
| Ashford Capital Management Inc | 336 | $256.4K | 0.03% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 336 | $256.4K | 0.04% | +13+4.0% | Added |
| Firethorn Wealth Partners, LLC | 337 | $257.2K | 0.10% | −388−53.5% | Reduced |
| Pacifica Partners Inc. | 312 | $257.5K | 0.09% | +8+2.6% | Added |
| Horizons Wealth Management | 338 | $257.9K | 0.18% | 00.0% | Unchanged |
| Columbia River Financial Group, LLC | 267 | $258.0K | 0.16% | 00.0% | Unchanged |
| Asset Allocation & Management Company, LLC | 340 | $259.0K | 0.11% | 00.0% | Unchanged |
| Gerber, LLC | 340 | $259.4K | 0.16% | −25−6.8% | Reduced |
| Keyvantage Wealth, LLC | 342 | $260.9K | 0.11% | −195−36.3% | Reduced |
| Fedenia Advisers LLC | 342 | $260.9K | 0.10% | +342 | New |
| Global Wealth Strategies & Associates | 342 | $261.0K | 0.07% | −30−8.1% | Reduced |
| James Hambro & Partners | 343 | $261.5K | 0.01% | +15+4.6% | Added |
| Kirtland Hills Capital Management, LLC | 343 | $261.6K | 0.10% | +16+4.9% | Added |
| RFG Holdings, Inc. | 343 | $261.7K | 0.07% | +343 | New |
| Second Half Financial Partners, LLC | 344 | $262.3K | 0.12% | +344 | New |
| Carmel Capital Partners, LLC | 344 | $262.5K | 0.11% | −302−46.7% | Reduced |
| Emprise Bank | 344 | $262.5K | 0.11% | 00.0% | Unchanged |
| Pembroke Management, LTD | 344 | $262.5K | 0.03% | +344 | New |
| TCP Asset Management, LLC | 345 | $263.2K | 0.05% | +4+1.2% | Added |
| Infrastructure Capital Advisors, LLC | 318 | $263.4K | 0.03% | +318 | New |
| ShankerValleau Wealth Advisors, Inc. | 346 | $264.0K | 0.07% | +37+12.0% | Added |
| Leonard Rickey Investment Advisors P.L.L.C. | 347 | $264.7K | 0.05% | −5−1.4% | Reduced |
| Elite Life Management LLC | 320 | $264.9K | 0.54% | −58−15.3% | Reduced |
| Bernardo Wealth Planning LLC | 347 | $265.1K | 0.05% | +54+18.4% | Added |
| Watershed Private Wealth LLC | 348 | $265.5K | 0.08% | 00.0% | Unchanged |
| Cannon Financial Strategists, Inc. | 348 | $265.7K | 0.04% | 00.0% | Unchanged |
| Petros Family Wealth, LLC | 350 | $267.1K | 0.22% | −7−2.0% | Reduced |
| Threadgill Financial, LLC | 350 | $267.1K | 0.13% | +50+16.7% | Added |
| tru Independence LLC | 351 | $267.8K | 0.07% | −6−1.7% | Reduced |
| Spreng Capital Management, Inc. | 353 | $269.3K | 0.11% | +6+1.7% | Added |
| LifeSteps Financial, Inc. | 354 | $270.1K | 0.17% | −28−7.3% | Reduced |
| Cranbrook Wealth Management, LLC | 354 | $270.1K | 0.05% | +107+43.3% | Added |
| Joseph P. Lucia & Associates, LLC | 354 | $270.4K | 0.10% | −124−25.9% | Reduced |
| Meredith Wealth Planning | 355 | $270.6K | 0.09% | −5−1.4% | Reduced |
| Finward Bancorp | 355 | $270.9K | 0.21% | −40−10.1% | Reduced |
| Stordahl Capital Management, Inc. | 355 | $271.0K | 0.06% | −17−4.6% | Reduced |
| LifePlan Investment Advisors, Inc. | 355 | $271.2K | 0.11% | +48+15.6% | Added |
| Blue Rock Wealth Management LLC | 356 | $271.6K | 0.17% | +56+18.7% | Added |
| Chemung Canal Trust Co | 356 | $271.6K | 0.05% | +65+22.3% | Added |
| ICONIQ Capital, LLC | 357 | $272.4K | 0.00% | −3,349−90.4% | Reduced |
| Values First Advisors, Inc. | 357 | $272.4K | 0.15% | −6−1.7% | Reduced |
| OneAscent Wealth Management LLC | 358 | $273.2K | 0.09% | −1−0.3% | Reduced |
| Phillips Wealth Planners LLC | 324 | $273.8K | 0.23% | +60+22.7% | Added |
| Strive Asset Management, LLC | 359 | $273.9K | 0.15% | −112−23.8% | Reduced |
| BKM Wealth Management, LLC | 359 | $273.9K | 0.10% | −61−14.5% | Reduced |
| 21 West Wealth Management LLC | 359 | $273.9K | 0.26% | −13−3.5% | Reduced |
| WPG Advisers, LLC | 360 | $274.7K | 0.21% | −7−1.9% | Reduced |
| Affinity Investment Advisors, LLC | 360 | $274.7K | 0.19% | 00.0% | Unchanged |
| Blue Square Asset Management, LLC | 360 | $274.7K | 0.12% | 00.0% | Unchanged |