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 2024
Institutional positions in Eli Lilly & Co as of Jun 30, 2024. 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
- 3,572
- +157 vs. Q1 2024
- Shares held
- 781.5M
- +1.40M (+0.2%) vs. Q1 2024
- Total value
- $707.0B
- +$101.5B (+16.8%) vs. Q1 2024
- New holders
- 274
- 1,533 more added
- Sold out
- 117
- 1,330 more reduced
51 institutions that held it in Q1 2024 haven't filed for Q2 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2024: 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 2024
Shares, value and share of portfolio for each institution holding Eli Lilly & Co; share changes are against Q1 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Washington Trust Advisors, Inc. | 1,033 | $935.2K | 0.09% | +2+0.2% | Added |
| RPS Advisory Solutions LLC | 1,035 | $937.0K | 0.86% | +1,035 | New |
| Wulff, Hansen & Co. | 1,035 | $937.1K | 0.93% | 00.0% | Unchanged |
| Calton & Associates, Inc. | 1,035 | $937.4K | 0.47% | +4+0.4% | Added |
| PCA Investment Advisory Services Inc. | 1,036 | $937.6K | 0.49% | +21+2.1% | Added |
| Warren Street Wealth Advisors, LLC | 1,036 | $938.0K | 0.47% | +50+5.1% | Added |
| Charter Oak Capital Management, LLC | 1,037 | $938.5K | 0.10% | −3−0.3% | Reduced |
| Tilia Fiduciary Partners, Inc. | 1,037 | $938.8K | 0.73% | −15−1.4% | Reduced |
| Vista Wealth Management Group, LLC | 1,037 | $938.9K | 0.07% | +38+3.8% | Added |
| Interchange Capital Partners, LLC | 1,038 | $939.9K | 0.35% | +635+157.6% | Added |
| SMI Advisory Services, LLC | 1,012 | $943.4K | 0.23% | −4,288−80.9% | Reduced |
| Trivant Custom Portfolio Group, LLC | 1,043 | $944.3K | 0.58% | +1,043 | New |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 1,045 | $946.1K | 0.20% | +625+148.8% | Added |
| Clearwater Capital Advisors, LLC | 1,045 | $946.1K | 0.10% | −120−10.3% | Reduced |
| Oxbow Advisors, LLC | 1,046 | $946.9K | 0.11% | +25+2.4% | Added |
| ProVise Management Group, LLC | 1,047 | $947.8K | 0.08% | −103−9.0% | Reduced |
| Gemmer Asset Management LLC | 1,047 | $947.9K | 0.10% | +23+2.2% | Added |
| Atom Investors LP | 1,047 | $947.9K | 0.09% | +601+134.8% | Added |
| LWMG, LLC | 1,048 | $948.4K | 0.20% | +34+3.4% | Added |
| Paulson Wealth Management Inc. | 1,049 | $949.7K | 0.28% | 00.0% | Unchanged |
| National Wealth Management Group, LLC | 1,049 | $949.9K | 0.72% | −140−11.8% | Reduced |
| Astoria Portfolio Advisors LLC. | 1,051 | $951.9K | 0.34% | −17−1.6% | Reduced |
| Barrett & Company, Inc. | 1,052 | $952.6K | 0.43% | +1+0.1% | Added |
| Raleigh Capital Management Inc. | 1,053 | $953.2K | 0.41% | +131+14.2% | Added |
| Richard W. Paul & Associates, LLC | 1,056 | $955.9K | 0.37% | −38−3.5% | Reduced |
| Resolute Wealth Strategies, LLC | 1,058 | $957.8K | 0.55% | +21+2.0% | Added |
| Cambridge Financial Group, LLC | 1,059 | $958.8K | 0.44% | +8+0.8% | Added |
| Emprise Bank | 1,060 | $959.7K | 0.59% | −24−2.2% | Reduced |
| Capital Analysts, LLC | 1,060 | $960.0K | 0.04% | +16+1.5% | Added |
| Swisher Financial Concepts, Inc. | 1,060 | $961.0K | 0.97% | +82+8.4% | Added |
| Financial Management Professionals, Inc. | 1,063 | $962.0K | 0.13% | −133−11.1% | Reduced |
| Liberty Wealth Management LLC | 1,063 | $963.0K | 0.18% | +184+20.9% | Added |
| Pettee Investors, Inc. | 1,066 | $965.1K | 0.47% | 00.0% | Unchanged |
| Alexander Labrunerie & Co., Inc. | 1,067 | $966.0K | 0.52% | −10−0.9% | Reduced |
| Innova Wealth Partners | 1,068 | $966.9K | 0.69% | 00.0% | Unchanged |
| Pitti Group Wealth Management, LLC | 1,659 | $967.2K | 1.05% | −14−0.8% | Reduced |
| Vista Capital Partners, Inc. | 1,069 | $967.9K | 0.12% | +58+5.7% | Added |
| Emerald Advisers, LLC | 1,069 | $967.9K | 0.04% | +341+46.8% | Added |
| Roof Eidam & Maycock | 1,070 | $968.8K | 0.26% | 00.0% | Unchanged |
| Leisure Capital Management | 1,070 | $968.8K | 0.45% | −1−0.1% | Reduced |
| Renaissance Investment Group LLC | 1,040 | $969.8K | 0.21% | 00.0% | Unchanged |
| Navis Wealth Advisors, LLC | 1,073 | $971.2K | 1.11% | 00.0% | Unchanged |
| MGB Wealth Management, LLC | 1,027 | $971.5K | 0.36% | 00.0% | Unchanged |
| Citizens Business Bank | 1,074 | $972.4K | 0.21% | +120+12.6% | Added |
| Eagle Strategies LLC | 1,075 | $973.3K | 0.19% | −140−11.5% | Reduced |
| Morton Community Bank | 1,080 | $977.8K | 0.28% | 00.0% | Unchanged |
| Key Client Fiduciary Advisors, LLC | 1,080 | $978.0K | 0.49% | +30+2.9% | Added |
| Northstar Group, Inc. | 1,085 | $982.3K | 0.19% | 00.0% | Unchanged |
| Angeles Investment Advisors, LLC | 1,085 | $982.3K | 0.05% | +413+61.5% | Added |
| Pathway Financial Advisers, LLC | 1,101 | $982.4K | 0.35% | +44+4.2% | Added |
| Fortitude Advisory Group L.L.C. | 1,087 | $984.6K | 0.59% | −1,083−49.9% | Reduced |
| Northwest Wealth Management, LLC | 1,088 | $985.1K | 0.26% | +16+1.5% | Added |
| Riverwater Partners LLC | 1,089 | $986.0K | 0.73% | +94+9.4% | Added |
| Nabity-Jensen Investment Management Inc | 1,092 | $988.7K | 0.81% | +110+11.2% | Added |
| Wayfinding Financial, LLC | 1,094 | $990.0K | 0.56% | −19−1.7% | Reduced |
| LexAurum Advisors, LLC | 1,098 | $994.2K | 0.24% | −231−17.4% | Reduced |
| Threadgill Financial, LLC | 1,100 | $995.9K | 0.47% | −123−10.1% | Reduced |
| Canopy Partners, LLC | 1,100 | $996.1K | 0.46% | +13+1.2% | Added |
| TrueWealth Advisors, LLC | 1,101 | $996.9K | 0.37% | −84−7.1% | Reduced |
| Opus Capital Group, LLC | 1,103 | $999.0K | 0.14% | −17−1.5% | Reduced |
| Cassia Capital Partners, LLC | 1,105 | $1.00M | 0.66% | −10−0.9% | Reduced |
| Security Financial Services, INC. | 1,108 | $1.00M | 0.22% | +17+1.6% | Added |
| Concorde Asset Management, LLC | 1,110 | $1.01M | 0.62% | +133+13.6% | Added |
| CBOE Vest Financial, LLC | 1,111 | $1.01M | 0.02% | −31−2.7% | Reduced |
| Aspen Investment Management Inc | 1,111 | $1.01M | 0.50% | +9+0.8% | Added |
| Prosperity Wealth Management, Inc. | 1,112 | $1.01M | 0.50% | +463+71.3% | Added |
| O'Rourke & Company, Inc | 1,112 | $1.01M | 0.57% | +29+2.7% | Added |
| CWS Financial Advisors, LLC | 1,118 | $1.01M | 0.40% | −45−3.9% | Reduced |
| Delta Wealth Advisors LLC | 1,120 | $1.01M | 0.99% | 00.0% | Unchanged |
| Stony Point Wealth Management Inc. | 1,120 | $1.01M | 0.44% | −52−4.4% | Reduced |
| McRae Capital Management Inc | 1,121 | $1.01M | 0.23% | 00.0% | Unchanged |
| Exchange Bank | 1,122 | $1.02M | 0.86% | −41−3.5% | Reduced |
| Foster & Motley Inc | 1,122 | $1.02M | 0.07% | +48+4.5% | Added |
| Next Capital Management LLC | 1,123 | $1.02M | 0.43% | −46−3.9% | Reduced |
| Flaharty Asset Management, LLC | 1,124 | $1.02M | 0.15% | +21+1.9% | Added |
| Ritter Daniher Financial Advisory LLC | 1,124 | $1.02M | 0.32% | 00.0% | Unchanged |
| Westmount Partners, LLC | 1,115 | $1.02M | 0.34% | +48+4.5% | Added |
| Albion Financial Group | 1,126 | $1.02M | 0.08% | 00.0% | Unchanged |
| Pittenger & Anderson Inc | 1,129 | $1.02M | 0.04% | +185+19.6% | Added |
| Elevated Capital Advisors, LLC | 1,129 | $1.02M | 0.29% | +69+6.5% | Added |
| Annis Gardner Whiting Capital Advisors, LLC | 1,131 | $1.02M | 0.29% | +2+0.2% | Added |
| Talisman Wealth Advisors LLC | 1,132 | $1.02M | 1.18% | −1−0.1% | Reduced |
| Gries Financial LLC | 1,134 | $1.03M | 0.21% | −694−38.0% | Reduced |
| Soltis Investment Advisors LLC | 1,135 | $1.03M | 0.11% | +218+23.8% | Added |
| Seven Mile Advisory | 1,136 | $1.03M | 0.76% | +44+4.0% | Added |
| Private Ocean, LLC | 1,138 | $1.03M | 0.09% | +46+4.2% | Added |
| FLC Capital Advisors | 1,139 | $1.03M | 0.25% | −45−3.8% | Reduced |
| Wealthgarden F.S. LLC | 1,141 | $1.03M | 1.09% | +1,141 | New |
| Bouchey Financial Group Ltd | 1,143 | $1.03M | 0.10% | −55−4.6% | Reduced |
| Continuum Advisory, LLC | 1,143 | $1.03M | 0.15% | −3−0.3% | Reduced |
| ASB Consultores, LLC | 1,145 | $1.04M | 0.37% | −950−45.3% | Reduced |
| Salomon & Ludwin, LLC | 1,148 | $1.04M | 0.12% | −23,342−95.3% | Reduced |
| Revisor Wealth Management LLC | 1,149 | $1.04M | 0.72% | −793−40.8% | Reduced |
| Sterling Investment Counsel, LLC | 1,150 | $1.04M | 0.41% | −2−0.2% | Reduced |
| Wealth Architects, LLC | 1,153 | $1.04M | 0.13% | 00.0% | Unchanged |
| Asio Capital, LLC | 1,156 | $1.05M | 0.21% | 00.0% | Unchanged |
| Fingerlakes Wealth Management, Inc. | 1,156 | $1.05M | 0.94% | −3−0.3% | Reduced |
| Retireful, LLC | 1,157 | $1.05M | 0.49% | +1,157 | New |
| Register Financial Advisors LLC | 1,158 | $1.05M | 0.53% | +91+8.5% | Added |
| McDonald Partners LLC | 1,160 | $1.05M | 0.28% | −2−0.2% | Reduced |