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
- 3,571
- +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
- 1,329 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 |
|---|---|---|---|---|---|
| Quantum Financial Advisors, LLC | 1,161 | $1.05M | 0.18% | +35+3.1% | Added |
| Hoxton Planning & Management, LLC | 1,161 | $1.05M | 0.49% | +33+2.9% | Added |
| Monarch Capital Management Inc | 1,162 | $1.05M | 0.31% | +27+2.4% | Added |
| Capital Planning Advisors, LLC | 1,163 | $1.05M | 0.18% | −194−14.3% | Reduced |
| New Republic Capital, LLC | 1,164 | $1.05M | 0.53% | +31+2.7% | Added |
| USA Financial Portformulas Corp | 1,165 | $1.05M | 0.17% | −180−13.4% | Reduced |
| Allred Capital Management, LLC | 1,166 | $1.06M | 0.40% | +227+24.2% | Added |
| CNB Bank | 1,169 | $1.06M | 0.51% | +70+6.4% | Added |
| Robinson Smith Wealth Advisors LLC | 1,175 | $1.06M | 0.94% | +10+0.9% | Added |
| Milestone Asset Management, LLC | 1,177 | $1.07M | 0.27% | −286−19.5% | Reduced |
| Dock Street Asset Management Inc | 1,178 | $1.07M | 0.15% | +60+5.4% | Added |
| Gillespie Robinson & Grimm Inc | 1,180 | $1.07M | 0.09% | −50−4.1% | Reduced |
| Lewis Asset Management, LLC | 1,181 | $1.07M | 0.82% | −10−0.8% | Reduced |
| GoalVest Advisory LLC | 1,181 | $1.07M | 0.34% | +17+1.5% | Added |
| Scientech Research LLC | 1,182 | $1.07M | 0.22% | −1,338−53.1% | Reduced |
| Eventide Asset Management, LLC | 1,182 | $1.07M | 0.02% | +308+35.2% | Added |
| Hilltop Partners LLC | 1,183 | $1.07M | 0.40% | +208+21.3% | Added |
| Godsey & Gibb Associates | 1,192 | $1.08M | 0.11% | −15−1.2% | Reduced |
| Dudley Capital Management, LLC | 1,193 | $1.08M | 0.60% | +288+31.8% | Added |
| Pineridge Advisors LLC | 1,194 | $1.08M | 0.37% | −1−0.1% | Reduced |
| Silverlake Wealth Management LLC | 1,198 | $1.09M | 0.44% | −6−0.5% | Reduced |
| Intelligence Driven Advisers, LLC | 1,199 | $1.09M | 0.15% | −51−4.1% | Reduced |
| Lavaca Capital LLC | 1,199 | $1.09M | 0.59% | +1+0.1% | Added |
| Burr Financial Services, LLC | 1,200 | $1.09M | 0.76% | +1,200 | New |
| MPS Loria Financial Planners, LLC | 1,203 | $1.09M | 0.35% | +49+4.2% | Added |
| Gladius Capital Management LP | 1,207 | $1.09M | 1.09% | +66+5.8% | Added |
| Berkeley Capital Partners, LLC | 1,209 | $1.09M | 0.33% | +132+12.3% | Added |
| Edgemoor Investment Advisors, Inc. | 1,209 | $1.09M | 0.10% | 00.0% | Unchanged |
| Apollon Financial, LLC | 1,210 | $1.10M | 0.35% | +238+24.5% | Added |
| Inscription Capital, LLC | 1,210 | $1.10M | 0.18% | −96−7.4% | Reduced |
| Invenio Wealth Partners LLC | 1,214 | $1.10M | 0.54% | −20−1.6% | Reduced |
| Christensen, King & Associates Investment Services, Inc. | 1,215 | $1.10M | 0.54% | 00.0% | Unchanged |
| DMG Group, LLC | 1,217 | $1.10M | 0.94% | −298−19.7% | Reduced |
| Signature Estate & Investment Advisors LLC | 1,217 | $1.10M | 0.03% | +1,217 | New |
| Gratus Wealth Advisors, LLC | 1,287 | $1.10M | 0.19% | +114+9.7% | Added |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 1,218 | $1.10M | 0.12% | −422−25.7% | Reduced |
| Legacy Trust | 1,219 | $1.10M | 0.27% | +33+2.8% | Added |
| CSM Advisors, LLC | 1,222 | $1.11M | 0.08% | −140−10.3% | Reduced |
| Sigma Investment Counselors Inc | 1,225 | $1.11M | 0.07% | −45−3.5% | Reduced |
| VisionPoint Advisory Group, LLC | 1,225 | $1.11M | 0.39% | +5+0.4% | Added |
| Tradition Wealth Management, LLC | 1,231 | $1.11M | 0.11% | +11+0.9% | Added |
| Pointe Capital Management LLC | 1,233 | $1.12M | 0.69% | −70−5.4% | Reduced |
| Monterey Private Wealth, Inc. | 1,233 | $1.12M | 0.42% | −101−7.6% | Reduced |
| Court Place Advisors, LLC | 1,234 | $1.12M | 0.35% | −223−15.3% | Reduced |
| Fermata Advisors, LLC | 1,235 | $1.12M | 0.26% | +122+11.0% | Added |
| Lantz Financial LLC | 1,236 | $1.12M | 0.35% | +16+1.3% | Added |
| Ellis Investment Partners, LLC | 1,243 | $1.12M | 0.24% | +102+8.9% | Added |
| Balentine LLC | 1,245 | $1.13M | 0.05% | −29,170−95.9% | Reduced |
| FSM Wealth Advisors, LLC | 1,245 | $1.13M | 0.38% | 00.0% | Unchanged |
| Pacific Capital Partners Ltd | 1,246 | $1.13M | 0.75% | 00.0% | Unchanged |
| Drake & Associates, LLC | 1,246 | $1.13M | 0.40% | −113−8.3% | Reduced |
| Successful Portfolios LLC | 1,247 | $1.13M | 0.79% | −10−0.8% | Reduced |
| First National Bank Sioux Falls | 1,247 | $1.13M | 0.59% | 00.0% | Unchanged |
| Financial Council Asset Management Inc | 1,247 | $1.13M | 0.63% | +24+2.0% | Added |
| Oliver Lagore Vanvalin Investment Group | 1,247 | $1.13M | 0.32% | +362+40.9% | Added |
| Granite FO LLC | 1,250 | $1.13M | 0.72% | 00.0% | Unchanged |
| Miller Investment Management, LP | 1,250 | $1.13M | 0.14% | 00.0% | Unchanged |
| 1776 Wealth LLC | 1,252 | $1.13M | 0.51% | +76+6.5% | Added |
| Alliance Wealth Advisors, LLC | 1,254 | $1.14M | 0.33% | +40+3.3% | Added |
| Peak Planning Group, LLC | 1,254 | $1.14M | 0.56% | +53+4.4% | Added |
| Atlantic Edge Private Wealth Management, LLC | 1,258 | $1.14M | 0.38% | −35−2.7% | Reduced |
| Jacobsen Capital Management | 1,258 | $1.14M | 0.51% | +103+8.9% | Added |
| Hummer Financial Advisory Services Inc | 1,259 | $1.14M | 0.99% | 00.0% | Unchanged |
| Gateway Advisory, LLC | 1,262 | $1.14M | 0.19% | +47+3.9% | Added |
| Chase Investment Counsel Corp | 1,264 | $1.14M | 0.41% | −2−0.2% | Reduced |
| Latitude Advisors, LLC | 1,264 | $1.14M | 0.70% | −26−2.0% | Reduced |
| Traphagen Investment Advisors LLC | 1,265 | $1.15M | 0.12% | −341−21.2% | Reduced |
| Baldwin Brothers Inc | 1,265 | $1.15M | 0.09% | +14+1.1% | Added |
| Old Port Advisors | 1,266 | $1.15M | 0.34% | +58+4.8% | Added |
| Front Row Advisors LLC | 1,266 | $1.15M | 0.40% | −250−16.5% | Reduced |
| Altrius Capital Management Inc | 1,272 | $1.15M | 0.30% | +85+7.2% | Added |
| First Affirmative Financial Network | 1,274 | $1.15M | 0.80% | −1−0.1% | Reduced |
| Wealthstream Advisors, Inc. | 1,278 | $1.16M | 0.42% | −6−0.5% | Reduced |
| Prospect Financial Services LLC | 1,280 | $1.16M | 0.89% | −270−17.4% | Reduced |
| Hardin Capital Partners, LLC | 1,286 | $1.16M | 0.76% | +1,286 | New |
| Kowal Investment Group, LLC | 1,287 | $1.17M | 0.23% | +184+16.7% | Added |
| Eagle Ridge Investment Management | 1,293 | $1.17M | 0.11% | −212−14.1% | Reduced |
| Sterling Wealth Management, Inc. | 1,294 | $1.17M | 0.56% | +5+0.4% | Added |
| Eads & Heald Wealth Management | 1,296 | $1.17M | 0.57% | −32−2.4% | Reduced |
| Trilogy Capital Inc. | 1,296 | $1.17M | 0.06% | +900+227.3% | Added |
| Lathrop Investment Management Corp | 1,304 | $1.18M | 0.23% | −12−0.9% | Reduced |
| Constitution Capital LLC | 1,305 | $1.18M | 0.62% | −2,050−61.1% | Reduced |
| Jackson Hole Capital Partners, LLC | 1,306 | $1.18M | 0.26% | 00.0% | Unchanged |
| Fort Pitt Capital Group, LLC | 1,307 | $1.18M | 0.04% | +155+13.5% | Added |
| W.H. Cornerstone Investments Inc. | 1,313 | $1.19M | 0.84% | +100+8.2% | Added |
| CKW Financial Group | 1,302 | $1.19M | 0.15% | 00.0% | Unchanged |
| Morris Retirement Advisors, LLC | 1,316 | $1.19M | 0.68% | +140+11.9% | Added |
| JJJ Advisors Inc. | 1,318 | $1.19M | 0.25% | +51+4.0% | Added |
| Hanseatic Management Services Inc | 1,321 | $1.20M | 1.80% | +21+1.6% | Added |
| PPS&V Asset Management Consultants, Inc. | 1,321 | $1.20M | 0.86% | 00.0% | Unchanged |
| Gilliland Jeter Wealth Management LLC | 1,325 | $1.20M | 0.40% | +237+21.8% | Added |
| Arbor Trust Wealth Advisors, LLC | 1,327 | $1.20M | 0.63% | +11+0.8% | Added |
| Reliant Investment Management, LLC | 1,328 | $1.20M | 0.57% | −10−0.7% | Reduced |
| Summit Asset Management, LLC | 1,328 | $1.20M | 0.25% | 00.0% | Unchanged |
| Arrowroot Family Office, LLC | 1,328 | $1.20M | 0.77% | −5−0.4% | Reduced |
| Jupiter Wealth Management LLC | 1,500 | $1.21M | 0.64% | −539−26.4% | Reduced |
| Provident Wealth Management, LLC | 1,333 | $1.21M | 0.44% | +33+2.5% | Added |
| Perennial Investment Advisors, LLC | 1,337 | $1.21M | 0.17% | +124+10.2% | Added |
| Heritage Wealth Partners, LLC | 1,337 | $1.21M | 1.75% | +1,337 | New |
| Corundum Trust Company, INC | 1,338 | $1.21M | 3.52% | +1,338 | New |