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 |
|---|---|---|---|---|---|
| Highland Financial Advisors, LLC | 632 | $482.0K | 0.14% | +632 | New |
| Defined Financial Planning LLC | 570 | $482.1K | 0.40% | +206+56.6% | Added |
| Arq Wealth Advisors, LLC | 632 | $482.2K | 0.14% | +246+63.7% | Added |
| JFS Wealth Advisors, LLC | 633 | $482.9K | 0.03% | +4+0.6% | Added |
| Bank of New Hampshire | 636 | $485.3K | 0.11% | −75−10.5% | Reduced |
| Howard Wealth Management, LLC | 637 | $486.1K | 0.22% | −19−2.9% | Reduced |
| Arkfeld Wealth Strategies, L.L.C. | 579 | $486.2K | 0.18% | 00.0% | Unchanged |
| Chokshi & Queen Wealth Advisors, Inc | 638 | $486.8K | 0.26% | −398−38.4% | Reduced |
| Ullmann Financial Group, Inc. | 638 | $486.8K | 0.05% | +97+17.9% | Added |
| Eagle Bay Advisors LLC | 639 | $487.4K | 0.38% | −116−15.4% | Reduced |
| Rede Wealth, LLC | 639 | $487.4K | 0.38% | +639 | New |
| Northstar Asset Management LLC | 639 | $487.6K | 0.10% | −271−29.8% | Reduced |
| North Forty Two & Co. | 639 | $487.6K | 0.48% | −10−1.5% | Reduced |
| Somerset Trust Co | 639 | $487.6K | 0.15% | 00.0% | Unchanged |
| MeadowBrook Investment Advisors LLC | 639 | $487.6K | 0.42% | +39+6.5% | Added |
| Ade, LLC | 639 | $487.6K | 0.25% | +378+144.8% | Added |
| Rosenberg Matthew Hamilton | 641 | $489.1K | 0.11% | −25−3.8% | Reduced |
| Pacific Capital Wealth Advisors, Inc | 642 | $489.8K | 0.08% | +55+9.4% | Added |
| Vertex Planning Partners, LLC | 643 | $490.6K | 0.09% | −14−2.1% | Reduced |
| R Squared Ltd | 644 | $491.4K | 0.21% | −4−0.6% | Reduced |
| Davidson Trust Co | 644 | $491.4K | 0.20% | 00.0% | Unchanged |
| Kingdom Financial Group LLC. | 646 | $491.9K | 0.30% | +646 | New |
| Landing Point Financial Group, LLC | 645 | $492.3K | 0.26% | +206+46.9% | Added |
| Fortune 45 LLC | 680 | $493.6K | 0.25% | +75+12.4% | Added |
| Halter Ferguson Financial Inc. | 648 | $494.4K | 0.12% | −124−16.1% | Reduced |
| Northeast Financial Group, Inc. | 648 | $494.4K | 0.12% | +25+4.0% | Added |
| WT Wealth Management | 649 | $495.2K | 0.14% | −165−20.3% | Reduced |
| MEMBERS Trust Co | 650 | $495.9K | 0.02% | −32−4.7% | Reduced |
| Montgomery Investment Management Inc | 650 | $495.9K | 0.17% | 00.0% | Unchanged |
| Elevate Capital Advisors, LLC | 651 | $496.6K | 0.35% | +266+69.1% | Added |
| Morey & Quinn Wealth Partners, LLC | 651 | $496.7K | 0.37% | +28+4.5% | Added |
| CKW Financial Group | 602 | $497.0K | 0.05% | 00.0% | Unchanged |
| Bigelow Investment Advisors, LLC | 652 | $497.5K | 0.20% | +95+17.1% | Added |
| Center For Asset Management LLC | 652 | $497.5K | 0.27% | +3+0.5% | Added |
| 111 Capital | 654 | $499.0K | 0.09% | −864−56.9% | Reduced |
| Sig Brokerage, LP | 654 | $499.0K | 0.13% | +230+54.2% | Added |
| Howard Financial Services, Ltd. | 655 | $499.5K | 0.06% | +63+10.6% | Added |
| Wallace Capital Management Inc. | 655 | $499.8K | 0.06% | −15−2.2% | Reduced |
| Walker Asset Management, LLC | 657 | $501.6K | 0.28% | −8−1.2% | Reduced |
| Ninepoint Partners LP | 658 | $502.1K | 0.07% | +658 | New |
| Fairscale Capital, LLC | 659 | $502.8K | 0.35% | 00.0% | Unchanged |
| Shoker Investment Counsel, Inc. | 660 | $503.6K | 0.15% | −6−0.9% | Reduced |
| Matrix Trust Co | 660 | $504.0K | 0.08% | +222+50.7% | Added |
| Delta Asset Management LLC | 661 | $504.4K | 0.04% | +17+2.6% | Added |
| WESPAC Advisors SoCal, LLC | 663 | $505.9K | 0.10% | −46−6.5% | Reduced |
| N.E.W. Advisory Services LLC | 663 | $505.9K | 0.05% | +1+0.2% | Added |
| Keener Financial Planning LLC | 664 | $506.0K | 0.23% | 00.0% | Unchanged |
| Landscape Capital Management, L.L.C. | 664 | $506.6K | 0.03% | −1,570−70.3% | Reduced |
| Wharton Business Group, LLC | 665 | $507.4K | 0.02% | 00.0% | Unchanged |
| Baron Wealth Management LLC | 668 | $509.9K | 0.17% | +26+4.0% | Added |
| TL Private Wealth | 622 | $510.0K | 0.20% | 00.0% | Unchanged |
| Palisade Capital Management LLC | 669 | $510.7K | 0.01% | +278+71.1% | Added |
| LeClair Wealth Partners LLC | 670 | $511.2K | 0.32% | −4−0.6% | Reduced |
| Cardinal Point Capital Management, ULC | 645 | $511.9K | 0.04% | −66−9.3% | Reduced |
| Park Place Capital Corp | 677 | $516.6K | 0.11% | −156−18.7% | Reduced |
| Alliance Wealth Advisors, LLC | 678 | $517.3K | 0.26% | −6−0.9% | Reduced |
| Financial Perspectives, Inc | 678 | $517.3K | 0.14% | +126+22.8% | Added |
| 4WEALTH Advisors, Inc. | 679 | $518.0K | 0.48% | +25+3.8% | Added |
| Karpus Management, Inc. | 680 | $518.8K | 0.02% | 00.0% | Unchanged |
| Lord & Richards Wealth Management, LLC | 680 | $518.8K | 0.48% | +147+27.6% | Added |
| Severin Investments, LLC | 680 | $519.0K | 0.46% | +109+19.1% | Added |
| Werba Rubin Papier Wealth Management | 682 | $520.4K | 0.08% | +79+13.1% | Added |
| TSFG, LLC | 683 | $521.0K | 0.08% | −66−8.8% | Reduced |
| Powell Investment Advisors, LLC | 683 | $521.1K | 0.18% | 00.0% | Unchanged |
| Tobias Financial Advisors, Inc. | 683 | $521.4K | 0.08% | +109+19.0% | Added |
| Vanguard Capital Wealth Advisors | 685 | $522.7K | 0.42% | +2+0.3% | Added |
| Breakthru Advisory Services, LLC | 685 | $522.7K | 0.34% | +685 | New |
| WJ Wealth Management, LLC | 606 | $522.9K | 0.23% | −406−40.1% | Reduced |
| PBMares Wealth Management LLC | 687 | $524.5K | 0.09% | 00.0% | Unchanged |
| MPS Loria Financial Planners, LLC | 688 | $524.6K | 0.14% | −11−1.6% | Reduced |
| Transamerica Financial Advisors, Inc. | 689 | $525.0K | 0.04% | +637+1,225.0% | Added |
| Legacy Capital Wealth Partners, LLC | 688 | $525.1K | 0.11% | −210−23.4% | Reduced |
| BridgePort Financial Solutions, LLC | 690 | $526.1K | 0.14% | +690 | New |
| Client First Capital LLC | 690 | $526.5K | 0.23% | 00.0% | Unchanged |
| Chapman Financial Group, LLC | 690 | $526.5K | 0.36% | +436+171.7% | Added |
| QVR LLC | 690 | $526.5K | 0.64% | +690 | New |
| Seaside Wealth Management, Inc. | 691 | $527.2K | 0.16% | 00.0% | Unchanged |
| Vestia Personal Wealth Advisors | 692 | $528.3K | 0.31% | −8−1.1% | Reduced |
| Reston Wealth Management LLC | 694 | $529.2K | 0.17% | −13−1.8% | Reduced |
| Pekin Hardy Strauss, Inc. | 694 | $529.5K | 0.05% | +50+7.8% | Added |
| MinichMacGregor Wealth Management, LLC | 698 | $530.6K | 0.10% | −9,766−93.3% | Reduced |
| Inspirion Wealth Advisors, LLC | 599 | $531.0K | 0.07% | −83−12.2% | Reduced |
| Brandywine Managers, LLC | 697 | $531.8K | 0.51% | 00.0% | Unchanged |
| Eaton-Cambridge Inc. | 697 | $531.8K | 0.19% | 00.0% | Unchanged |
| Wills Financial Group LLC | 699 | $533.3K | 0.22% | +699 | New |
| Avion Wealth | 701 | $534.0K | 0.11% | −33−4.5% | Reduced |
| Hall Laurie J Trustee | 700 | $534.1K | 0.17% | 00.0% | Unchanged |
| Hoertkorn Richard Charles | 700 | $534.1K | 0.21% | 00.0% | Unchanged |
| Passive Capital Management, LLC. | 702 | $535.6K | 0.17% | −11−1.5% | Reduced |
| Terril Brothers, Inc. | 703 | $536.4K | 0.16% | 00.0% | Unchanged |
| Adalta Capital Management LLC | 703 | $536.4K | 0.24% | +198+39.2% | Added |
| Mark Sheptoff Financial Planning, LLC | 705 | $537.9K | 0.26% | −460−39.5% | Reduced |
| KilterHowling LLC | 707 | $539.2K | 0.30% | +85+13.7% | Added |
| Sepio Capital, LP | 709 | $541.0K | 0.03% | +709 | New |
| CJM Wealth Advisers, Ltd. | 712 | $543.2K | 0.17% | +5+0.7% | Added |
| Hamilton Wealth, LLC | 713 | $544.0K | 0.11% | +369+107.3% | Added |
| Code Waechter LLC | 670 | $544.3K | 0.36% | +214+46.9% | Added |
| Walled Lake Planning & Wealth Management, LLC | 715 | $545.2K | 0.18% | +1+0.1% | Added |
| Signature Wealth Management Group | 715 | $545.5K | 0.21% | 00.0% | Unchanged |
| Lorne Steinberg Wealth Management Inc. | 715 | $545.5K | 0.13% | +400+127.0% | Added |