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, 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 | 4,644 | $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, 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 |
|---|---|---|---|---|---|
| Perpetual Investment Management Ltd | 3,400 | $780.0K | 0.11% | −400−10.5% | Reduced |
| Berkshire Asset Management LLC | 3,401 | $781.0K | 0.05% | +3,401 | New |
| Washington Trust Co | 3,406 | $782.0K | 0.02% | +100+3.0% | Added |
| RFG Advisory, LLC | 3,411 | $783.0K | 0.07% | −371−9.8% | Reduced |
| Hanson & Doremus Investment Management | 5,298 | $784.0K | 0.23% | +335+6.7% | Added |
| Kore Private Wealth LLC | 3,415 | $784.0K | 0.09% | −1,047−23.5% | Reduced |
| Modera Wealth Management, LLC | 3,416 | $784.0K | 0.04% | +39+1.2% | Added |
| Azzad Asset Management Inc | 3,421 | $785.1K | 0.12% | −24−0.7% | Reduced |
| AXS Investments LLC | 3,427 | $787.0K | 0.24% | +214+6.7% | Added |
| Carolina Wealth Advisors, LLC | 3,435 | $788.0K | 0.53% | −80−2.3% | Reduced |
| Great Diamond Partners, LLC | 3,437 | $788.0K | 0.22% | +94+2.8% | Added |
| DFPG Investments, LLC | 3,352 | $789.0K | 0.30% | −12−0.4% | Reduced |
| EPG Wealth Management LLC | 3,438 | $789.0K | 0.33% | +172+5.3% | Added |
| Burt Wealth Advisors | 3,460 | $794.0K | 0.29% | +10+0.3% | Added |
| VeraBank, N.A. | 3,458 | $794.0K | 0.47% | +58+1.7% | Added |
| Vigilare Wealth Management | 3,462 | $795.0K | 0.48% | −621−15.2% | Reduced |
| Heartland Bank & Trust Co | 3,465 | $795.0K | 0.73% | −81−2.3% | Reduced |
| Blackhawk Capital Partners LLC. | 4,259 | $796.0K | 0.54% | 00.0% | Unchanged |
| Clean Yield Group | 3,485 | $800.0K | 0.30% | +266+8.3% | Added |
| Salem Capital Management Inc | 3,494 | $802.0K | 0.44% | −800−18.6% | Reduced |
| IFP Advisors, Inc | 3,507 | $803.0K | 0.02% | −345−9.0% | Reduced |
| Clark Capital Management Group, Inc. | 3,505 | $804.0K | 0.01% | −3,253−48.1% | Reduced |
| Hilltop Holdings Inc. | 3,502 | $804.0K | 0.09% | +165+4.9% | Added |
| Cape Cod Five Cents Savings Bank | 3,501 | $804.0K | 0.08% | +216+6.6% | Added |
| Strategy Asset Managers LLC | 3,514 | $807.0K | 0.17% | −1,470−29.5% | Reduced |
| Intellectus Partners, LLC | 3,515 | $807.0K | 0.18% | +3,515 | New |
| Arkadios Wealth Advisors | 3,531 | $810.0K | 0.10% | −1,123−24.1% | Reduced |
| Parcion Private Wealth LLC | 3,544 | $813.0K | 0.08% | −150−4.1% | Reduced |
| Fukoku Mutual Life Insurance Co | 3,540 | $813.0K | 0.07% | 00.0% | Unchanged |
| Avidian Wealth Solutions, LLC | 3,546 | $814.0K | 0.06% | +79+2.3% | Added |
| United Bank | 3,581 | $821.0K | 0.11% | −190−5.0% | Reduced |
| Eudaimonia Partners, LLC | 3,578 | $821.0K | 0.15% | −77−2.1% | Reduced |
| Lumature Wealth Partners, LLC | 3,580 | $822.0K | 0.34% | +297+9.0% | Added |
| Nwam LLC | 3,584 | $823.0K | 0.08% | +250+7.5% | Added |
| True North Advisors, LLC | 3,596 | $825.0K | 0.17% | −41−1.1% | Reduced |
| Clear Street Markets LLC | 3,594 | $825.0K | 0.18% | +3,594 | New |
| Benjamin F. Edwards & Company, Inc. | 3,602 | $827.0K | 0.04% | −332−8.4% | Reduced |
| Valmark Advisers, Inc. | 3,605 | $827.0K | 0.02% | +45+1.3% | Added |
| Sandy Spring Bank | 3,631 | $834.0K | 0.04% | −145−3.8% | Reduced |
| Michael B. Yongue | 3,633 | $834.0K | 0.61% | 00.0% | Unchanged |
| Stewart & Patten Co LLC | 3,640 | $835.0K | 0.13% | 00.0% | Unchanged |
| KMG Fiduciary Partners, LLC | 3,636 | $835.0K | 0.15% | +29+0.8% | Added |
| Evermay Wealth Management LLC | 3,643 | $836.0K | 0.15% | −120−3.2% | Reduced |
| IVC Wealth Advisors LLC | 3,643 | $836.0K | 0.59% | −5−0.1% | Reduced |
| Quantitative Value Technologies, LLC | 3,656 | $839.0K | 1.38% | +1,711+88.0% | Added |
| Berman Capital Advisors, LLC | 3,660 | $840.0K | 0.13% | +496+15.7% | Added |
| Rehmann Capital Advisory Group | 3,659 | $842.9K | 0.08% | −118−3.1% | Reduced |
| Doyle Wealth Management | 3,674 | $843.0K | 0.07% | +2+0.1% | Added |
| Trustmark National Bank Trust Department | 3,679 | $844.0K | 0.07% | −604−14.1% | Reduced |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 3,700 | $849.0K | 0.01% | −52−1.4% | Reduced |
| WMS Partners, LLC | 3,713 | $852.0K | 0.13% | −70−1.9% | Reduced |
| Ballentine Partners, LLC | 3,726 | $855.0K | 0.03% | −40−1.1% | Reduced |
| Mayflower Financial Advisors, LLC | 3,749 | $861.0K | 0.12% | −130−3.4% | Reduced |
| Certified Advisory Corp | 3,761 | $863.0K | 0.22% | +3,466+1,174.9% | Added |
| Flagship Harbor Advisors, LLC | 3,764 | $864.0K | 0.09% | +103+2.8% | Added |
| Ritholtz Wealth Management | 3,775 | $866.0K | 0.06% | +776+25.9% | Added |
| Jackson, Grant Investment Advisers, Inc. | 3,777 | $867.0K | 0.38% | +13+0.3% | Added |
| West Paces Advisors Inc. | 3,786 | $869.0K | 0.32% | −383−9.2% | Reduced |
| Marietta Investment Partners LLC | 3,810 | $874.0K | 0.20% | 00.0% | Unchanged |
| Koshinski Asset Management, Inc. | 3,821 | $877.0K | 0.11% | −1,118−22.6% | Reduced |
| Grimes & Company, Inc. | 3,828 | $878.0K | 0.04% | +14+0.4% | Added |
| Heritage Wealth Management, LLC | 3,841 | $882.0K | 0.33% | +198+5.4% | Added |
| Steigerwald, Gordon & Koch Inc. | 3,849 | $884.0K | 0.15% | 00.0% | Unchanged |
| BOK Financial Private Wealth, Inc. | 3,858 | $886.0K | 0.07% | +766+24.8% | Added |
| Country Club Trust Company, n.a. | 3,870 | $888.0K | 0.08% | +282+7.9% | Added |
| Haverford Trust Co | 3,891 | $893.0K | 0.01% | −101−2.5% | Reduced |
| Westwood Holdings Group Inc. | 3,904 | $896.0K | 0.01% | +28+0.7% | Added |
| Biltmore Family Office, LLC | 3,930 | $902.0K | 0.26% | 00.0% | Unchanged |
| Ontario Teachers Pension Plan Board | 3,971 | $911.0K | 0.01% | +3,971 | New |
| Carlson Capital Management | 3,980 | $913.0K | 0.13% | +28+0.7% | Added |
| MidWestOne Financial Group, Inc. | 3,979 | $913.0K | 0.22% | +104+2.7% | Added |
| Campion Asset Management LLC | 3,990 | $916.0K | 0.76% | −1,790−31.0% | Reduced |
| Pictet North America Advisors SA | 4,000 | $918.0K | 0.09% | 00.0% | Unchanged |
| Guardian Capital Advisors LP | 3,925 | $918.0K | 0.09% | −75−1.9% | Reduced |
| Eqis Capital Management, Inc. | 4,004 | $919.0K | 0.07% | −1,465−26.8% | Reduced |
| Ledyard National Bank | 4,010 | $920.0K | 0.09% | −226−5.3% | Reduced |
| Beacon Investment Advisory Services, Inc. | 4,019 | $922.0K | 0.04% | −528−11.6% | Reduced |
| Humankind Investments LLC | 4,015 | $922.0K | 0.44% | +1,745+76.9% | Added |
| Sawgrass Asset Management LLC | 4,020 | $923.0K | 0.08% | 00.0% | Unchanged |
| Pendal Group Limited | 4,020 | $923.0K | 0.01% | +1,021+34.0% | Added |
| Woodward Diversified Capital, LLC | 4,041 | $927.0K | 0.53% | −31−0.8% | Reduced |
| Independence Bank of Kentucky | 4,052 | $930.0K | 0.41% | −134−3.2% | Reduced |
| TAP Consulting, LLC | 4,052 | $930.0K | 0.26% | −56−1.4% | Reduced |
| BCGM Wealth Management, LLC | 3,833 | $933.0K | 0.55% | −55−1.4% | Reduced |
| Eads & Heald Wealth Management | 4,068 | $934.0K | 0.46% | −266−6.1% | Reduced |
| Endurance Wealth Management, Inc. | 4,075 | $935.0K | 0.10% | 00.0% | Unchanged |
| Bourne Lent Asset Management Inc | 4,076 | $936.0K | 0.26% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 4,097 | $940.0K | 0.09% | +252+6.6% | Added |
| Ramiah Investment Group | 4,106 | $942.4K | 0.67% | +6+0.1% | Added |
| Moloney Securities Asset Management, LLC | 4,111 | $944.0K | 0.17% | −124−2.9% | Reduced |
| Coastal Investment Advisors, Inc. | 4,124 | $947.0K | 0.22% | −14−0.3% | Reduced |
| Old Second National Bank of Aurora | 4,145 | $951.0K | 0.26% | −1,032−19.9% | Reduced |
| Farmers & Merchants Trust Co of Long Beach | 4,175 | $958.0K | 0.26% | −60−1.4% | Reduced |
| CMG Global Holdings, LLC | 4,180 | $959.0K | 0.72% | −10−0.2% | Reduced |
| Regent Investment Management LLC | 4,180 | $960.0K | 0.23% | +181+4.5% | Added |
| Kovack Advisors, Inc. | 4,184 | $960.0K | 0.11% | +189+4.7% | Added |
| Keudell/Morrison Wealth Management | 4,191 | $962.0K | 0.53% | 00.0% | Unchanged |
| Meridian Wealth Advisors, LLC | 4,208 | $966.0K | 0.27% | +463+12.4% | Added |
| NSI Retail Advisors, LLC | 4,207 | $966.0K | 0.14% | +4,207 | New |
| Bard Financial Services, Inc. | 4,215 | $967.0K | 0.09% | 00.0% | Unchanged |