Creative Planning

SEC CIK: 0001540235
Latest filing: Aug 13, 2026

SEC filings (opens in a new tab)

LLY holding history

Eli Lilly & Co in every 13F filed by Creative Planning, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

LLY overview All 13F holders of LLY Full Q2 2026 holdings

Shares (Q2 2026): 445,706
Value: $534.6M
% of portfolio: 0.3%
Quarters held: 22; Since Q1 2021

Holdings of LLY by Creative Planning, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	445,706	$534.6M	0.3%	+25,071+6.0%	Added	Holders
Q1 2026	420,635	$386.9M	0.3%	+37,789+9.9%	Added	Holders
Q4 2025	382,846	$411.4M	0.3%	+29,765+8.4%	Added	Holders
Q3 2025	353,081	$269.4M	0.2%	+86,089+32.2%	Added	Holders
Q2 2025	266,992	$208.1M	0.2%	+9,016+3.5%	Added	Holders
Q1 2025	257,976	$213.1M	0.2%	+22,439+9.5%	Added	Holders
Q4 2024	235,537	$181.8M	0.2%	+7,011+3.1%	Added	Holders
Q3 2024	228,526	$202.4M	0.2%	−149−0.1%	Reduced	Holders
Q2 2024	228,675	$207.0M	0.2%	+9,007+4.1%	Added	Holders
Q1 2024	219,668	$170.9M	0.2%	+50,013+29.5%	Added	Holders
Q4 2023	169,655	$98.9M	0.2%	+7,806+4.8%	Added	Holders
Q3 2023	161,849	$86.9M	0.1%	+12,011+8.0%	Added	Holders
Q2 2023	149,838	$70.3M	0.1%	−2,989−2.0%	Reduced	Holders
Q1 2023	152,827	$52.5M	0.1%	−4,974−3.2%	Reduced	Holders
Q4 2022	157,801	$57.7M	0.1%	+10,068+6.8%	Added	Holders
Q3 2022	147,733	$47.8M	0.1%	−1,155−0.8%	Reduced	Holders
Q2 2022	148,888	$48.3M	0.1%	+24,622+19.8%	Added	Holders
Q1 2022	124,266	$35.6M	0.1%	+642+0.5%	Added	Holders
Q4 2021	123,624	$34.1M	0.1%	−6,822−5.2%	Reduced	Holders
Q3 2021	130,446	$30.1M	0.1%	+11,318+9.5%	Added	Holders
Q2 2021	119,128	$27.3M	<0.1%	−249,590−67.7%	Reduced	Holders
Q1 2021	368,718	$68.9M	0.1%	–	–	Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.