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 |
|---|---|---|---|---|---|
| Castle Rock Wealth Management, LLC | 3,355 | $2.73M | 0.60% | +813+32.0% | Added |
| Manchester Capital Management LLC | 3,566 | $2.72M | 0.37% | −1,445−28.8% | Reduced |
| Clifford Swan Investment Counsel LLC | 3,560 | $2.72M | 0.09% | −70−1.9% | Reduced |
| Aureus Asset Management, LLC | 3,560 | $2.72M | 0.18% | 00.0% | Unchanged |
| Taylor Financial Group, Inc. | 3,558 | $2.71M | 1.56% | +65+1.9% | Added |
| Kavar Capital Partners Group, LLC | 3,540 | $2.70M | 0.36% | +331+10.3% | Added |
| Slow Capital, Inc. | 3,535 | $2.70M | 0.32% | +57+1.6% | Added |
| Waterloo Capital, L.P. | 3,530 | $2.69M | 0.20% | +248+7.6% | Added |
| Concord Wealth Partners | 3,527 | $2.69M | 0.37% | −125−3.4% | Reduced |
| McAdam, LLC | 3,521 | $2.69M | 0.13% | +264+8.1% | Added |
| Sompo Asset Management Co., Ltd. | 3,520 | $2.69M | 0.46% | −50−1.4% | Reduced |
| Souders Financial Advisors | 3,520 | $2.69M | 0.32% | +561+19.0% | Added |
| Fortis Group Advisors, LLC | 3,131 | $2.68M | 0.46% | +781+33.2% | Added |
| Bullock Wealth Management Group | 3,248 | $2.68M | 1.33% | +252+8.4% | Added |
| Blue Capital, Inc. | 3,505 | $2.67M | 1.99% | −374−9.6% | Reduced |
| Searle & Co. | 3,500 | $2.67M | 0.71% | +145+4.3% | Added |
| Marion Wealth Management | 3,497 | $2.67M | 0.63% | −76−2.1% | Reduced |
| Intact Investment Management Inc. | 3,490 | $2.66M | 0.08% | +110+3.3% | Added |
| Chapman Investment Management, LLC | 3,486 | $2.66M | 1.89% | +397+12.9% | Added |
| Reliant Investment Partners, LLC | 3,165 | $2.66M | 2.08% | −7−0.2% | Reduced |
| Osborne Partners Capital Management, LLC | 3,474 | $2.65M | 0.13% | +8+0.2% | Added |
| Empirical Asset Management, LLC | 3,472 | $2.65M | 0.74% | +1,959+129.5% | Added |
| LBMC Investment Advisors, LLC | 3,470 | $2.65M | 0.17% | +1,670+92.8% | Added |
| Nikulski Financial, Inc. | 3,464 | $2.64M | 0.66% | +103+3.1% | Added |
| Baker Ellis Asset Management LLC | 3,461 | $2.64M | 0.33% | +3,061+765.3% | Added |
| True North Advisors, LLC | 3,460 | $2.64M | 0.42% | +504+17.1% | Added |
| Compass Capital Corp | 2,694 | $2.64M | 1.15% | −78−2.8% | Reduced |
| Ironwood Investment Counsel, LLC | 3,457 | $2.64M | 0.38% | −85−2.4% | Reduced |
| BFSG, LLC | 3,456 | $2.64M | 0.26% | +268+8.4% | Added |
| Delta Global Management LP | 3,442 | $2.63M | 0.19% | +3,442 | New |
| Guardian Asset Advisors, LLC | 3,437 | $2.62M | 1.41% | −79−2.2% | Reduced |
| Campbell & CO Investment Adviser LLC | 3,432 | $2.62M | 0.20% | +3,432 | New |
| Glass Wealth Management Co LLC | 3,396 | $2.59M | 1.16% | +520+18.1% | Added |
| Consilium Wealth Advisory, LLC | 3,395 | $2.59M | 1.00% | +363+12.0% | Added |
| InTrack Investment Management Inc | 3,380 | $2.58M | 1.54% | +660+24.3% | Added |
| Marshall Investment Management, LLC | 3,376 | $2.58M | 1.36% | +3,376 | New |
| Moseley Investment Management Inc | 3,374 | $2.57M | 0.78% | +51+1.5% | Added |
| GraniteShares Advisors LLC | 3,374 | $2.57M | 1.49% | +148+4.6% | Added |
| Altman Advisors, Inc. | 3,372 | $2.57M | 0.98% | +1,581+88.3% | Added |
| Baltimore-Washington Financial Advisors, Inc. | 3,371 | $2.57M | 0.11% | +2,473+275.4% | Added |
| Invst, LLC | 3,370 | $2.57M | 0.29% | −84−2.4% | Reduced |
| Stablepoint Partners, LLC | 3,367 | $2.57M | 0.41% | +91+2.8% | Added |
| Spirit of America Management Corp | 3,365 | $2.57M | 0.51% | −100−2.9% | Reduced |
| Tred Avon Family Wealth, LLC | 3,363 | $2.57M | 0.88% | +3,363 | New |
| Thomasville National Bank | 3,360 | $2.56M | 0.16% | −91−2.6% | Reduced |
| Hurlow Wealth Management Group, Inc. | 3,354 | $2.56M | 0.66% | −2,285−40.5% | Reduced |
| Garrett Investment Advisors LLC | 3,353 | $2.56M | 0.21% | −157−4.5% | Reduced |
| Providence Financial Advisors, LLC | 3,352 | $2.56M | 2.44% | +3,352 | New |
| IFG Advisory, LLC | 3,345 | $2.55M | 0.12% | −436−11.5% | Reduced |
| Certified Advisory Corp | 3,338 | $2.55M | 0.24% | −337−9.2% | Reduced |
| Prelude Capital Management, LLC | 3,330 | $2.54M | 0.20% | +1,526+84.6% | Added |
| Armis Advisers, LLC | 2,911 | $2.54M | 0.23% | +241+9.0% | Added |
| Stone Point Wealth LLC | 3,323 | $2.54M | 0.72% | +1,418+74.4% | Added |
| Brown, Lisle/Cummings, Inc. | 3,320 | $2.53M | 0.65% | −65−1.9% | Reduced |
| Barr E S & Co | 3,311 | $2.53M | 0.14% | 00.0% | Unchanged |
| Fukoku Mutual Life Insurance Co | 3,309 | $2.52M | 0.16% | −1,591−32.5% | Reduced |
| NVWM, LLC | 3,307 | $2.52M | 0.57% | −1,616−32.8% | Reduced |
| Red Door Wealth Management, LLC | 3,303 | $2.52M | 0.27% | +866+35.5% | Added |
| Kuhn & Co Investment Counsel | 3,300 | $2.52M | 1.99% | −45−1.3% | Reduced |
| Capital Advisory Group Advisory Services, LLC | 3,296 | $2.51M | 0.78% | −3−0.1% | Reduced |
| LVW Advisors, LLC | 3,288 | $2.51M | 0.26% | +184+5.9% | Added |
| Fairvoy Private Wealth, LLC | 3,279 | $2.50M | 0.57% | −537−14.1% | Reduced |
| Littlejohn Financial Services, Inc. | 3,278 | $2.50M | 1.82% | +2,872+707.4% | Added |
| Clean Yield Group | 3,276 | $2.50M | 0.71% | −115−3.4% | Reduced |
| Ellevest, Inc. | 3,269 | $2.49M | 0.36% | −252−7.2% | Reduced |
| Linscomb & Williams, Inc. | 3,268 | $2.49M | 0.11% | −10.0% | Reduced |
| Childress Capital Advisors, LLC | 3,268 | $2.49M | 0.46% | +634+24.1% | Added |
| Biltmore Family Office, LLC | 3,262 | $2.49M | 0.35% | +65+2.0% | Added |
| RDA Financial Network | 3,255 | $2.48M | 0.61% | +131+4.2% | Added |
| Northern Oak Wealth Management Inc | 3,251 | $2.48M | 0.30% | −115−3.4% | Reduced |
| Aft, Forsyth & Sober, LLC | 3,250 | $2.48M | 0.77% | 00.0% | Unchanged |
| B & T Capital Management DBA Alpha Capital Management | 3,249 | $2.48M | 0.39% | +140+4.5% | Added |
| Concord Asset Management, LLC | 3,248 | $2.48M | 0.45% | −404−11.1% | Reduced |
| DGS Capital Management, LLC | 3,247 | $2.48M | 0.45% | +25+0.8% | Added |
| NCM Capital Management, LLC | 3,243 | $2.47M | 0.96% | +280+9.4% | Added |
| Boston Trust Walden Corp | 3,243 | $2.47M | 0.02% | −31−0.9% | Reduced |
| Value Partners Investments Inc. | 3,239 | $2.47M | 0.20% | +15+0.5% | Added |
| WealthPLAN Partners, LLC | 3,223 | $2.46M | 0.37% | +1,383+75.2% | Added |
| Garden State Investment Advisory Services LLC | 3,189 | $2.44M | 0.62% | +40+1.3% | Added |
| Cerro Pacific Wealth Advisors LLC | 3,190 | $2.43M | 0.67% | −108−3.3% | Reduced |
| Tectonic Advisors LLC | 3,188 | $2.43M | 0.13% | −904−22.1% | Reduced |
| AAFMAA Wealth Management & Trust LLC | 3,185 | $2.43M | 0.96% | −14−0.4% | Reduced |
| First National Bank & Trust Co of Newtown | 3,184 | $2.43M | 0.46% | −200−5.9% | Reduced |
| Relyea Zuckerberg Hanson LLC | 3,183 | $2.43M | 0.26% | −715−18.3% | Reduced |
| AXA S.A. | 3,180 | $2.43M | 1.22% | −280,637−98.9% | Reduced |
| Brooks, Moore & Associates, Inc. | 3,178 | $2.42M | 1.29% | +35+1.1% | Added |
| WealthShield Partners, LLC | 3,165 | $2.41M | 0.27% | −70−2.2% | Reduced |
| Somerset Group LLC | 3,164 | $2.41M | 1.91% | +2+0.1% | Added |
| Sippican Capital Advisors | 3,162 | $2.41M | 1.59% | +35+1.1% | Added |
| Chesapeake Wealth Management | 3,160 | $2.41M | 0.74% | +65+2.1% | Added |
| Bangor Savings Bank | 3,158 | $2.41M | 0.20% | −41−1.3% | Reduced |
| Probity Advisors, Inc. | 3,156 | $2.41M | 0.39% | −71−2.2% | Reduced |
| High Note Wealth, LLC | 3,151 | $2.40M | 0.48% | −33−1.0% | Reduced |
| Alteri Wealth LLC | 3,150 | $2.40M | 0.83% | +156+5.2% | Added |
| Cape Cod Five Cents Savings Bank | 2,702 | $2.39M | 0.22% | 00.0% | Unchanged |
| Global Assets Advisory, LLC | 3,125 | $2.38M | 0.71% | +170+5.8% | Added |
| LexAurum Advisors, LLC | 3,121 | $2.38M | 0.34% | +2,003+179.2% | Added |
| Payden & Rygel | 3,120 | $2.38M | 0.20% | −12,600−80.2% | Reduced |
| Te Ahumairangi Investment Management Ltd | 3,120 | $2.38M | 0.40% | +3,120 | New |
| DeDora Capital, Inc. | 3,109 | $2.37M | 0.57% | +118+3.9% | Added |