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 |
|---|---|---|---|---|---|
| TPG Advisors LLC | 559 | $426.5K | 0.28% | −1−0.2% | Reduced |
| Planning Center, Inc. | 560 | $427.3K | 0.04% | 00.0% | Unchanged |
| CCG Wealth Management, LLC | 560 | $427.3K | 0.20% | +15+2.8% | Added |
| Cardinal Strategic Wealth Guidance | 561 | $428.0K | 0.12% | −50−8.2% | Reduced |
| GreatBanc Trust CO | 561 | $428.0K | 0.29% | +561 | New |
| Enclave Advisors LLC | 561 | $428.2K | 0.07% | +85+17.9% | Added |
| Mountain Capital Investment Advisors, Inc | 519 | $428.8K | 0.08% | −12−2.3% | Reduced |
| Prospect Financial Group LLC | 562 | $428.8K | 0.42% | +25+4.7% | Added |
| Kera Capital Partners, Inc. | 562 | $428.8K | 0.06% | +251+80.7% | Added |
| Jackson Creek Investment Advisors LLC | 562 | $429.0K | 0.12% | −7−1.2% | Reduced |
| Demars Financial Group, LLC | 563 | $429.3K | 0.15% | −194−25.6% | Reduced |
| Coastal Investment Advisors, Inc. | 565 | $431.1K | 0.14% | −293−34.1% | Reduced |
| Whelan Financial | 565 | $431.2K | 0.14% | +136+31.7% | Added |
| GR Financial Group, LLC | 566 | $431.6K | 0.10% | +1+0.2% | Added |
| Cadent Capital Advisors, LLC | 566 | $432.0K | 0.11% | +91+19.2% | Added |
| First PREMIER Bank | 567 | $432.0K | 0.10% | 00.0% | Unchanged |
| IFS Group,LLC | 524 | $432.5K | 0.38% | +524 | New |
| Aspiriant, LLC | 567 | $432.6K | 0.01% | −64−10.1% | Reduced |
| Barings LLC | 568 | $433.4K | 0.01% | −678−54.4% | Reduced |
| Hengehold Capital Management LLC | 568 | $433.7K | 0.04% | +17+3.1% | Added |
| Penserra Capital Management LLC | 570 | $434.0K | 0.01% | +24+4.4% | Added |
| Luken Investment Analytics, LLC | 570 | $434.9K | 0.17% | 00.0% | Unchanged |
| Cura Wealth Advisors, LLC | 571 | $435.7K | 0.17% | +149+35.3% | Added |
| Bellevue Asset Management, LLC | 572 | $436.4K | 0.20% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 572 | $436.7K | 0.03% | +72+14.4% | Added |
| Ninety One SA (PTY) Ltd | 600 | $436.8K | 0.02% | 00.0% | Unchanged |
| Birch Hill Investment Advisors LLC | 575 | $438.7K | 0.02% | −25−4.2% | Reduced |
| Seamount Financial Group Inc | 575 | $438.7K | 0.21% | +225+64.3% | Added |
| Meridian Wealth Partners, LLC | 576 | $439.2K | 0.06% | −92−13.8% | Reduced |
| WESPAC Advisors, LLC | 576 | $439.5K | 0.26% | 00.0% | Unchanged |
| Wingate Wealth Advisors, Inc. | 576 | $439.5K | 0.30% | +26+4.7% | Added |
| Cape Ann Savings Bank | 577 | $440.3K | 0.24% | +577 | New |
| Morningstar Investment Management LLC | 578 | $441.0K | 0.02% | +578 | New |
| Polymer Capital Management (US) LLC | 578 | $441.0K | 0.06% | +578 | New |
| Illumine Investment Management, LLC | 580 | $442.5K | 0.32% | +30+5.5% | Added |
| Mathes Company, Inc. | 582 | $444.0K | 0.16% | +147+33.8% | Added |
| Burk Holdings LLC | 582 | $444.1K | 0.24% | 00.0% | Unchanged |
| Rebalance, LLC | 583 | $444.8K | 0.03% | −7−1.2% | Reduced |
| AIMZ Investment Advisors, LLC | 584 | $445.8K | 0.14% | 00.0% | Unchanged |
| Capital Markets Trading UK LLP | 586 | $447.0K | 0.46% | +586 | New |
| Harrell Investment Partners, LLC | 587 | $447.7K | 0.11% | −2−0.3% | Reduced |
| Princeton Global Asset Management LLC | 587 | $447.9K | 0.07% | +2+0.3% | Added |
| Oakwell Private Wealth Management, LLC | 588 | $448.8K | 0.09% | −28−4.5% | Reduced |
| Fiduciary Planning LLC | 590 | $450.3K | 0.14% | +6+1.0% | Added |
| Planning Alternatives Ltd | 591 | $450.9K | 0.06% | −141−19.3% | Reduced |
| Aquire Wealth Advisors, LLC | 591 | $450.9K | 0.11% | +6+1.0% | Added |
| SPC Financial, Inc. | 592 | $451.4K | 0.04% | +4+0.7% | Added |
| Almanack Investment Partners, LLC. | 592 | $451.4K | 0.07% | −147−19.9% | Reduced |
| BetterWealth, LLC | 592 | $451.6K | 0.11% | +14+2.4% | Added |
| Red Wave Investments LLC | 592 | $451.7K | 0.14% | 00.0% | Unchanged |
| Optimize Financial Inc | 592 | $451.7K | 0.24% | +592 | New |
| Wilson & Boucher Capital Management, LLC | 592 | $451.9K | 0.30% | 00.0% | Unchanged |
| Franklin, Parlapiano, Turner & Welch, LLC | 594 | $453.2K | 0.11% | 00.0% | Unchanged |
| Advisors Preferred, LLC | 550 | $454.0K | 0.07% | −2,850−83.8% | Reduced |
| TFC Financial Management | 595 | $454.2K | 0.06% | +139+30.5% | Added |
| Norris Perne & French LLP | 596 | $455.0K | 0.03% | +130+27.9% | Added |
| Private Management Group Inc | 597 | $455.5K | 0.01% | −11−1.8% | Reduced |
| Community Bank & Trust, Waco, Texas | 597 | $456.0K | 0.09% | −23−3.7% | Reduced |
| Wedge Capital Management L L P | 598 | $456.3K | 0.01% | −53−8.1% | Reduced |
| Holistic Planning, LLC | 598 | $456.6K | 0.12% | +84+16.3% | Added |
| Blue Barn Wealth, LLC | 599 | $457.0K | 0.20% | −42−6.6% | Reduced |
| GFS Advisors, LLC | 600 | $457.8K | 0.06% | −252−29.6% | Reduced |
| Swan Global Investments, LLC | 600 | $457.8K | 0.02% | +38+6.8% | Added |
| Capital Advantage, Inc. | 600 | $458.0K | 0.07% | 00.0% | Unchanged |
| Providence Capital Advisors, LLC | 602 | $459.3K | 0.08% | −17−2.7% | Reduced |
| Wellspring Financial Advisors, LLC | 602 | $459.4K | 0.04% | +16+2.7% | Added |
| Coppell Advisory Solutions LLC | 634 | $460.6K | 0.05% | +276+77.1% | Added |
| Octavia Wealth Advisors, LLC | 607 | $462.8K | 0.05% | −29−4.6% | Reduced |
| ZRC Wealth Management, LLC | 608 | $464.0K | 0.17% | +46+8.2% | Added |
| Winebrenner Capital Management LLC | 609 | $464.7K | 0.33% | 00.0% | Unchanged |
| General Partner, Inc. | 610 | $465.4K | 0.26% | 00.0% | Unchanged |
| Dupree Financial Group, LLC | 610 | $465.4K | 0.18% | 00.0% | Unchanged |
| Paul Damon & Associates, Inc. | 610 | $465.4K | 0.22% | +143+30.6% | Added |
| ERn Financial, LLC | 612 | $466.8K | 0.09% | −80−11.6% | Reduced |
| High Falls Advisors, Inc | 613 | $467.4K | 0.10% | +5+0.8% | Added |
| Reliant Investment Management, LLC | 613 | $467.7K | 0.18% | −366−37.4% | Reduced |
| Auxier Asset Management | 613 | $467.7K | 0.07% | −1−0.2% | Reduced |
| Advisory Resource Group | 613 | $467.9K | 0.08% | −1,401−69.6% | Reduced |
| Farmers Trust Co | 614 | $468.5K | 0.08% | +126+25.8% | Added |
| Outlook Wealth Advisors, LLC | 614 | $468.5K | 0.12% | +318+107.4% | Added |
| Capstone Financial Advisors, Inc. | 614 | $468.8K | 0.03% | +230+59.9% | Added |
| Sentinel Pension Advisors Inc | 616 | $470.0K | 0.08% | +2+0.3% | Added |
| Lockerman Financial Group, Inc. | 617 | $470.4K | 0.59% | −4−0.6% | Reduced |
| GSG Advisors LLC | 570 | $470.5K | 0.12% | +122+27.2% | Added |
| TCFG Wealth Management, LLC | 617 | $470.6K | 0.18% | −213−25.7% | Reduced |
| SOA Wealth Advisors, LLC. | 17,675 | $471.2K | 0.08% | −106−0.6% | Reduced |
| D.B. Root & Company, LLC | 618 | $471.6K | 0.12% | −73−10.6% | Reduced |
| Commons Capital, LLC | 620 | $472.8K | 0.32% | +2+0.3% | Added |
| Financial Freedom, LLC | 620 | $473.1K | 0.24% | −41−6.2% | Reduced |
| TAGStone Capital, Inc. | 622 | $474.9K | 0.19% | +1+0.2% | Added |
| Wood Tarver Financial Group, LLC | 623 | $475.0K | 0.14% | 00.0% | Unchanged |
| Runnymede Capital Advisors, Inc. | 623 | $475.3K | 0.39% | 00.0% | Unchanged |
| W.H. Cornerstone Investments Inc. | 624 | $476.1K | 0.29% | +1+0.2% | Added |
| Cheviot Value Management, LLC | 581 | $476.5K | 0.05% | 00.0% | Unchanged |
| Lee Danner & Bass Inc | 626 | $477.6K | 0.03% | +31+5.2% | Added |
| Tillman Hartley LLC | 627 | $478.4K | 0.12% | −68−9.8% | Reduced |
| Roberts Glore & Co Inc | 628 | $479.2K | 0.13% | +7+1.1% | Added |
| Barnes Dennig Private Wealth Management LLC | 628 | $479.2K | 0.51% | +13+2.1% | Added |
| Charter Capital Management, LLC | 629 | $480.2K | 0.26% | 00.0% | Unchanged |
| Green Square Capital Advisors LLC | 618 | $481.4K | 0.06% | −20,000−97.0% | Reduced |