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 |
|---|---|---|---|---|---|
| Richard Bernstein Advisors LLC | 6,648 | $5.07M | 0.14% | −8,397−55.8% | Reduced |
| Ameritas Advisory Services, LLC | 6,644 | $5.07M | 0.33% | +2,338+54.3% | Added |
| Magnus Financial Group LLC | 6,629 | $5.06M | 0.40% | +244+3.8% | Added |
| Pitcairn Co | 6,614 | $5.05M | 0.40% | −1,346−16.9% | Reduced |
| ZEGA Investments, LLC | 6,608 | $5.04M | 1.16% | +132+2.0% | Added |
| AlphaCore Capital LLC | 6,607 | $5.04M | 0.17% | +498+8.2% | Added |
| Allen Investment Management LLC | 6,605 | $5.04M | 0.06% | +66+1.0% | Added |
| Sargent Investment Group, LLC | 6,576 | $5.02M | 0.72% | +1,435+27.9% | Added |
| Lake Street Financial LLC | 6,559 | $5.00M | 0.65% | +250+4.0% | Added |
| ZWJ Investment Counsel Inc | 6,530 | $4.98M | 0.18% | +183+2.9% | Added |
| Blackhawk Capital Partners LLC. | 6,526 | $4.98M | 1.94% | −2,024−23.7% | Reduced |
| InvesTrust | 6,514 | $4.97M | 1.82% | −14−0.2% | Reduced |
| BOS Asset Management, LLC | 6,500 | $4.96M | 1.40% | +17+0.3% | Added |
| Meridian Wealth Advisors, LLC | 6,448 | $4.92M | 0.70% | +68+1.1% | Added |
| Parisi Gray Wealth Management | 6,442 | $4.92M | 1.28% | +49+0.8% | Added |
| Everhart Financial Group, Inc. | 6,442 | $4.92M | 0.49% | −74−1.1% | Reduced |
| Capital Asset Advisory Services LLC | 6,430 | $4.91M | 0.21% | +315+5.2% | Added |
| EverSource Wealth Advisors, LLC | 6,396 | $4.88M | 0.19% | +276+4.5% | Added |
| Sym Financial Corp | 6,386 | $4.87M | 0.52% | +230+3.7% | Added |
| American Trust | 6,385 | $4.87M | 0.41% | +263+4.3% | Added |
| Sowell Financial Services LLC | 6,371 | $4.86M | 0.19% | −24−0.4% | Reduced |
| MidWestOne Financial Group, Inc. | 6,353 | $4.85M | 0.59% | −52−0.8% | Reduced |
| Ausdal Financial Partners, Inc. | 6,352 | $4.85M | 0.24% | +1,881+42.1% | Added |
| First City Capital Management, Inc. | 6,340 | $4.84M | 2.61% | +96+1.5% | Added |
| Flagship Harbor Advisors, LLC | 6,334 | $4.83M | 0.21% | +108+1.7% | Added |
| StoneCrest Wealth Management, Inc. | 6,307 | $4.81M | 2.11% | +45+0.7% | Added |
| Brandywine Oak Private Wealth LLC | 6,303 | $4.81M | 0.42% | +6+0.1% | Added |
| University of Texas/Texas Am Investment Managment Co | 6,287 | $4.80M | 0.69% | −629−9.1% | Reduced |
| Symphony Financial, Ltd. Co. | 6,202 | $4.79M | 0.58% | −10,824−63.6% | Reduced |
| Gibbs Wealth Management | 6,277 | $4.79M | 1.08% | −823−11.6% | Reduced |
| Roundview Capital LLC | 6,264 | $4.78M | 0.30% | +614+10.9% | Added |
| Broadleaf Partners, LLC | 6,258 | $4.77M | 1.00% | −107−1.7% | Reduced |
| SFE Investment Counsel | 6,242 | $4.76M | 0.76% | +1,393+28.7% | Added |
| Grimes & Company, Inc. | 6,210 | $4.74M | 0.12% | +1,551+33.3% | Added |
| Compass Wealth Management LLC | 6,203 | $4.73M | 1.06% | +75+1.2% | Added |
| Stamos Capital Partners, L.P. | 6,202 | $4.73M | 0.89% | +818+15.2% | Added |
| Steel Peak Wealth Management LLC | 6,190 | $4.72M | 0.16% | +232+3.9% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 6,188 | $4.72M | 0.15% | +750+13.8% | Added |
| Edgestream Partners, L.P. | 6,179 | $4.71M | 0.14% | +4,165+206.8% | Added |
| Reynders McVeigh Capital Management, LLC | 6,178 | $4.71M | 0.22% | −996−13.9% | Reduced |
| Premier Path Wealth Partners, LLC | 6,174 | $4.71M | 0.61% | +107+1.8% | Added |
| Smith, Moore & Co. | 6,165 | $4.70M | 0.36% | +311+5.3% | Added |
| Sound Income Strategies, LLC | 5,493 | $4.70M | 0.26% | +233+4.4% | Added |
| Insigneo Advisory Services, LLC | 6,151 | $4.69M | 0.33% | +217+3.7% | Added |
| Level Four Advisory Services, LLC | 6,142 | $4.69M | 0.16% | −584−8.7% | Reduced |
| Investment Partners, Ltd. | 6,143 | $4.69M | 1.65% | −157−2.5% | Reduced |
| Keebeck Wealth Management, LLC | 6,129 | $4.68M | 0.55% | −227−3.6% | Reduced |
| McKinley Carter Wealth Services, Inc. | 6,110 | $4.66M | 0.24% | −70−1.1% | Reduced |
| Advisor OS, LLC | 6,073 | $4.63M | 0.40% | +630+11.6% | Added |
| Romano Brothers and Company | 6,070 | $4.63M | 0.53% | +38+0.6% | Added |
| Gilder Gagnon Howe & Co LLC | 6,069 | $4.63M | 0.05% | −1,181−16.3% | Reduced |
| Arista Wealth Management, LLC | 6,047 | $4.61M | 0.57% | +471+8.4% | Added |
| Global Wealth Management Investment Advisory, Inc. | 6,041 | $4.61M | 0.77% | +40+0.7% | Added |
| Avantax Planning Partners, Inc. | 6,037 | $4.61M | 0.13% | +463+8.3% | Added |
| BTG Pactual Asset Management US LLC | 6,034 | $4.60M | 0.54% | +3,159+109.9% | Added |
| Vision Capital Management, Inc. | 6,024 | $4.60M | 0.57% | +192+3.3% | Added |
| Sitrin Capital Management LLC | 6,020 | $4.59M | 2.20% | −58−1.0% | Reduced |
| Beck Capital Management, LLC | 6,018 | $4.59M | 1.06% | −26−0.4% | Reduced |
| Crews Bank & Trust | 5,973 | $4.56M | 0.67% | −56−0.9% | Reduced |
| Dillon & Associates Inc | 5,973 | $4.56M | 0.59% | +1,745+41.3% | Added |
| DRW Securities, LLC | 5,963 | $4.55M | 0.23% | +3,100+108.3% | Added |
| Texas Yale Capital Corp. | 5,960 | $4.55M | 0.14% | +320+5.7% | Added |
| Sciencast Management LP | 5,954 | $4.54M | 0.85% | +5,954 | New |
| Oxler Private Wealth LLC | 5,948 | $4.54M | 1.32% | −120−2.0% | Reduced |
| First Foundation Advisors | 5,944 | $4.54M | 0.17% | +358+6.4% | Added |
| First Dallas Securities Inc. | 5,943 | $4.53M | 1.70% | +1,500+33.8% | Added |
| TownSquare Capital, LLC | 5,941 | $4.53M | 0.69% | −3,080−34.1% | Reduced |
| Beaton Management Co. Inc. | 5,931 | $4.53M | 2.06% | +20+0.3% | Added |
| Cassaday & Co Wealth Management LLC | 5,902 | $4.50M | 0.10% | +158+2.8% | Added |
| TD Private Client Wealth LLC | 5,898 | $4.50M | 0.10% | −24−0.4% | Reduced |
| Waddell & Associates, LLC | 5,880 | $4.49M | 0.38% | +322+5.8% | Added |
| Wellington Shields Capital Management, LLC | 5,871 | $4.48M | 0.68% | +687+13.3% | Added |
| CWA Asset Management Group, LLC | 5,870 | $4.48M | 0.17% | −1,366−18.9% | Reduced |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 5,870 | $4.48M | 0.53% | +425+7.8% | Added |
| Point72 Hong Kong Ltd | 5,866 | $4.48M | 0.21% | +863+17.2% | Added |
| Moloney Securities Asset Management, LLC | 5,854 | $4.47M | 0.53% | −203−3.4% | Reduced |
| PFC Capital Group, Inc. | 5,852 | $4.46M | 1.88% | +236+4.2% | Added |
| Capital Advisors Inc | 5,825 | $4.44M | 0.07% | −922−13.7% | Reduced |
| Accent Capital Management, LLC | 5,814 | $4.44M | 1.88% | +67+1.2% | Added |
| Valmark Advisers, Inc. | 5,787 | $4.42M | 0.06% | +363+6.7% | Added |
| Institute for Wealth Management, LLC. | 5,784 | $4.41M | 0.46% | −160−2.7% | Reduced |
| Highview Capital Management LLC | 5,767 | $4.40M | 1.62% | −26−0.4% | Reduced |
| Concord Investment Counsel Inc. | 5,756 | $4.39M | 1.39% | +5,756 | New |
| Azzad Asset Management Inc | 5,743 | $4.38M | 0.43% | +989+20.8% | Added |
| Tufton Capital Management | 5,732 | $4.37M | 0.78% | +986+20.8% | Added |
| Camden Capital, LLC | 5,694 | $4.34M | 0.30% | +508+9.8% | Added |
| Cadinha & Co LLC | 5,692 | $4.34M | 0.59% | −290−4.8% | Reduced |
| Joseph Group Capital Management | 5,675 | $4.33M | 1.22% | +5,675 | New |
| WealthBridge Capital Management, LLC | 5,675 | $4.33M | 1.02% | −183−3.1% | Reduced |
| China Universal Asset Management Co., Ltd. | 5,655 | $4.31M | 0.36% | −2,095−27.0% | Reduced |
| Umpqua Bank | 5,213 | $4.31M | 1.20% | +274+5.5% | Added |
| Advisory Alpha, LLC | 5,250 | $4.31M | 0.12% | +605+13.0% | Added |
| Clarius Group, LLC | 5,639 | $4.30M | 0.25% | −3,308−37.0% | Reduced |
| Pacific Wealth Strategies Group, Inc. | 5,633 | $4.30M | 2.64% | +260+4.8% | Added |
| Mitchell McLeod Pugh & Williams Inc | 5,234 | $4.29M | 0.69% | −80−1.5% | Reduced |
| Capital Square, LLC | 5,620 | $4.29M | 2.19% | −77−1.4% | Reduced |
| WNY Asset Management, LLC | 5,614 | $4.28M | 0.41% | +425+8.2% | Added |
| ICW Investment Advisors LLC | 5,611 | $4.28M | 1.56% | −318−5.4% | Reduced |
| Arete Wealth Advisors, LLC | 5,595 | $4.28M | 0.27% | +735+15.1% | Added |
| First Business Financial Services, Inc. | 5,601 | $4.27M | 0.39% | −579−9.4% | Reduced |