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; 4,643 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, Q2 2021
Institutional positions in Eli Lilly & Co as of Jun 30, 2021. 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
- 2,027
- +98 vs. Q1 2021
- Shares held
- 793.5M
- +5.94M (+0.8%) vs. Q1 2021
- Total value
- $182.0B
- +$35.1B (+23.9%) vs. Q1 2021
- New holders
- 193
- 714 more added
- Sold out
- 95
- 758 more reduced
23 institutions that held it in Q1 2021 haven't filed for Q2 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2021: 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 | 4,643 | $942.7B |
| 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, Q2 2021
Shares, value and share of portfolio for each institution holding Eli Lilly & Co; share changes are against Q1 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Salvus Wealth Management, LLC | 903 | $209.0K | 0.18% | +903 | New |
| Northwest Investment Counselors, LLC | 913 | $210.0K | 0.06% | +342+59.9% | Added |
| Strategic Wealth Designers | 920 | $211.0K | 0.07% | +920 | New |
| PAX Financial Group, LLC | 920 | $211.0K | 0.05% | +920 | New |
| UMA Financial Services, Inc. | 895 | $213.0K | 0.06% | +895 | New |
| Liberty Wealth Management LLC | 931 | $214.0K | 0.08% | −115−11.0% | Reduced |
| Klingman & Associates, LLC | 932 | $214.0K | 0.02% | +932 | New |
| Claro Advisors LLC | 934 | $214.0K | 0.10% | +934 | New |
| Gillespie Robinson & Grimm Inc | 935 | $215.0K | 0.02% | +935 | New |
| Lee Financial Co | 939 | $216.0K | 0.05% | 00.0% | Unchanged |
| Greenwood Gearhart Inc | 942 | $216.0K | 0.03% | +942 | New |
| JT Stratford LLC | 944 | $217.0K | 0.07% | −240−20.3% | Reduced |
| Sterling Financial Planning, Inc. | 946 | $217.0K | 0.14% | 00.0% | Unchanged |
| Baldwin Brothers Inc | 950 | $218.0K | 0.02% | −43−4.3% | Reduced |
| Janney Capital Management LLC | 950 | $218.0K | 0.01% | +950 | New |
| McAdam, LLC | 889 | $218.0K | 0.02% | +889 | New |
| Brewin Dolphin Wealth Management Ltd | 950 | $218.0K | 0.03% | 00.0% | Unchanged |
| Cardinal Strategic Wealth Guidance | 952 | $219.0K | 0.12% | +952 | New |
| Manchester Capital Management LLC | 959 | $220.0K | 0.03% | +9+0.9% | Added |
| One + One Wealth Management, LLC | 960 | $220.0K | 0.15% | +960 | New |
| Financial Network Wealth Management LLC | 968 | $222.0K | 0.13% | −300−23.7% | Reduced |
| Agf Investments Inc. | 970 | $223.0K | 0.00% | −1,050−52.0% | Reduced |
| Obermeyer Wood Investment Counsel, LLLP | 973 | $223.0K | 0.01% | +973 | New |
| Oxbow Advisors, LLC | 975 | $224.0K | 0.02% | −110−10.1% | Reduced |
| Hemington Wealth Management | 974 | $224.0K | 0.10% | +974 | New |
| Global Financial Private Client, LLC | 971 | $224.5K | 0.13% | +1+0.1% | Added |
| Gables Capital Management Inc. | 979 | $225.0K | 0.15% | −373−27.6% | Reduced |
| LVW Advisors, LLC | 985 | $226.0K | 0.04% | +985 | New |
| San Francisco Sentry Investment Group (Ca) | 993 | $228.0K | 0.12% | −75−7.0% | Reduced |
| Sanford Advisory Services, LLC | 995 | $228.0K | 0.06% | +995 | New |
| Stony Point Wealth Management Inc. | 999 | $229.0K | 0.15% | −150−13.1% | Reduced |
| Montgomery Investment Management Inc | 1,000 | $229.0K | 0.08% | +1,000 | New |
| ProVise Management Group, LLC | 999 | $229.0K | 0.02% | +999 | New |
| Family Firm, Inc. | 999 | $229.0K | 0.06% | +999 | New |
| Financial Partners Group, Inc | 1,000 | $229.0K | 0.06% | +1,000 | New |
| Accurate Wealth Management, LLC | 998 | $229.0K | 0.20% | +998 | New |
| CoreFirst Bank & Trust | 1,000 | $230.0K | 0.16% | −90−8.3% | Reduced |
| Cacti Asset Management LLC | 1,000 | $230.0K | 0.02% | 00.0% | Unchanged |
| Mercer Capital Advisers, Inc. | 1,000 | $230.0K | 0.11% | 00.0% | Unchanged |
| Searle & Co. | 1,000 | $230.0K | 0.09% | +1,000 | New |
| Pekin Hardy Strauss, Inc. | 1,002 | $230.0K | 0.03% | +1,002 | New |
| Burns J W & Co Inc | 1,000 | $230.0K | 0.04% | +1,000 | New |
| Todd Asset Management LLC | 1,000 | $230.0K | 0.01% | +1,000 | New |
| Donald L. Hagan, LLC | 1,000 | $230.0K | 0.14% | +1,000 | New |
| Schneider Downs Wealth Management Advisors, LP | 1,004 | $230.0K | 0.06% | +1,004 | New |
| Atlantic Trust, LLC | 1,000 | $230.0K | 0.15% | +1,000 | New |
| S.E.E.D. Planning Group LLC | 1,000 | $230.0K | 0.11% | +1,000 | New |
| Stillwater Investment Management, LLC | 1,005 | $231.0K | 0.06% | +1,005 | New |
| Vantage Consulting Group Inc | 1,008 | $231.0K | 0.04% | +1,008 | New |
| Aspiriant, LLC | 1,009 | $232.0K | 0.01% | +1,009 | New |
| RSM US Wealth Management LLC | 1,010 | $232.0K | 0.01% | +1,010 | New |
| Alliance Wealth Advisors, LLC | 1,010 | $232.0K | 0.21% | +1,010 | New |
| Cribstone Capital Management, LLC | 1,015 | $233.0K | 0.14% | 00.0% | Unchanged |
| Lantz Financial LLC | 1,016 | $233.0K | 0.12% | +1,016 | New |
| Polaris Wealth Advisory Group, LLC | 1,011 | $234.0K | 0.01% | +1,011 | New |
| Aberdeen Wealth Management LLC | 1,020 | $234.0K | 0.22% | +1,020 | New |
| Pennsylvania Capital Management Inc | 1,000 | $235.0K | 0.12% | +1,000 | New |
| Albion Financial Group | 1,025 | $235.0K | 0.02% | +1,025 | New |
| Smith Chas P & Associates Pa Cpas | 1,023 | $235.0K | 0.02% | +1,023 | New |
| Cheviot Value Management, LLC | 1,024 | $235.0K | 0.06% | +1,024 | New |
| Center For Asset Management LLC | 1,028 | $236.0K | 0.20% | −278−21.3% | Reduced |
| MV Capital Management, Inc. | 1,028 | $236.0K | 0.04% | +105+11.4% | Added |
| Connecticut Wealth Management, LLC | 1,034 | $237.0K | 0.02% | −4,884−82.5% | Reduced |
| Ahrens Investment Partners LLC | 1,039 | $238.0K | 0.11% | +1,039 | New |
| Continuum Advisory, LLC | 1,037 | $238.0K | 0.07% | +1,037 | New |
| Burns Matteson Capital Management, LLC | 1,042 | $239.2K | 0.19% | +1,042 | New |
| Single Point Partners, LLC | 1,046 | $240.0K | 0.08% | −286−21.5% | Reduced |
| Eagle Bay Advisors LLC | 1,036 | $241.0K | 0.19% | +1,036 | New |
| TrueWealth Advisors, LLC | 1,061 | $244.0K | 0.14% | 00.0% | Unchanged |
| Successful Portfolios LLC | 1,063 | $244.0K | 0.15% | +1,063 | New |
| Beacon Financial Strategies CORP | 1,063 | $244.1K | 0.21% | +1,063 | New |
| Aldebaran Financial Inc. | 1,062 | $245.0K | 0.22% | +1,062 | New |
| Darwin Advisors, LLC | 1,067 | $245.0K | 0.04% | +1,067 | New |
| Integrated Investment Consultants, LLC | 1,069 | $245.0K | 0.07% | +1,069 | New |
| Advisor Resource Council | 1,073 | $246.0K | 0.03% | +1,073 | New |
| First Command Bank | 1,077 | $247.0K | 0.03% | +75+7.5% | Added |
| First Command Financial Services, Inc. | 1,077 | $247.0K | 0.03% | +75+7.5% | Added |
| TD Ameritrade Investment Management, LLC | 1,079 | $248.0K | 0.00% | +499+86.0% | Added |
| Shikiar Asset Management Inc | 1,079 | $248.0K | 0.07% | +1,079 | New |
| Apollon Wealth Management, LLC | 1,086 | $249.0K | 0.04% | −864−44.3% | Reduced |
| TrinityPoint Wealth, LLC | 1,084 | $249.0K | 0.05% | 00.0% | Unchanged |
| Lorne Steinberg Wealth Management Inc. | 1,087 | $249.0K | 0.12% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 1,094 | $251.0K | 0.06% | −557−33.7% | Reduced |
| Mark Sheptoff Financial Planning, LLC | 1,100 | $252.0K | 0.14% | −100−8.3% | Reduced |
| Livingston Group Asset Management CO (operating as Southport Capital Management) | 1,098 | $252.0K | 0.06% | −6−0.5% | Reduced |
| Crumly & Associates Inc. | 1,097 | $252.0K | 0.12% | +4+0.4% | Added |
| TL Private Wealth | 1,100 | $252.0K | 0.15% | 00.0% | Unchanged |
| Old Port Advisors | 1,065 | $252.0K | 0.09% | +1,065 | New |
| Sky Investment Group LLC | 1,105 | $254.0K | 0.06% | 00.0% | Unchanged |
| Cassia Capital Partners, LLC | 1,108 | $254.0K | 0.19% | +1,108 | New |
| Courier Capital LLC | 1,112 | $255.0K | 0.02% | −350−23.9% | Reduced |
| Advisor OS, LLC | 1,111 | $255.0K | 0.05% | +14+1.3% | Added |
| Fosun International Ltd | 1,120 | $257.0K | 0.02% | −540−32.5% | Reduced |
| American Trust Investment Advisors, LLC | 1,120 | $257.0K | 0.14% | 00.0% | Unchanged |
| Relative Value Partners Group, LLC | 1,119 | $257.0K | 0.02% | 00.0% | Unchanged |
| Glassman Wealth Services | 1,118 | $257.0K | 0.05% | +65+6.2% | Added |
| Commerzbank Aktiengesellschaft | 1,125 | $258.0K | 0.02% | 00.0% | Unchanged |
| Summit Asset Management, LLC | 1,126 | $258.0K | 0.08% | 00.0% | Unchanged |
| Live Oak Private Wealth LLC | 1,125 | $258.0K | 0.06% | 00.0% | Unchanged |
| Covenant Multifamily Offices, LLC | 1,124 | $258.0K | 0.05% | +1,124 | New |