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 |
|---|---|---|---|---|---|
| Hollencrest Capital Management | 1,343 | $1.22M | 0.05% | −147−9.9% | Reduced |
| New Wave Wealth Advisors LLC | 1,344 | $1.22M | 0.65% | +1,344 | New |
| Salvus Wealth Management, LLC | 1,344 | $1.22M | 0.84% | +7+0.5% | Added |
| Riverstone Advisors, LLC | 1,350 | $1.22M | 0.75% | 00.0% | Unchanged |
| United Community Bank | 1,352 | $1.22M | 0.49% | −250−15.6% | Reduced |
| Pekin Hardy Strauss, Inc. | 1,356 | $1.23M | 0.17% | +130+10.6% | Added |
| Private Capital Management LLC | 1,357 | $1.23M | 0.24% | −1−0.1% | Reduced |
| Hazlett, Burt & Watson, Inc. | 1,349 | $1.23M | 0.63% | +58+4.5% | Added |
| Newman Dignan & Sheerar, Inc. | 1,359 | $1.23M | 0.32% | −36−2.6% | Reduced |
| BTG Pactual Asset Management US LLC | 1,359 | $1.23M | 0.31% | +1,359 | New |
| RFP Financial Group LLC | 1,362 | $1.23M | 0.46% | +13+1.0% | Added |
| Hartford Funds Management Co LLC | 1,363 | $1.23M | 0.12% | +61+4.7% | Added |
| Waterway Wealth Management, LLC | 1,365 | $1.24M | 0.61% | +1,050+333.3% | Added |
| Phillips Financial Management, LLC | 1,365 | $1.24M | 0.10% | +259+23.4% | Added |
| Peloton Wealth Strategists | 1,366 | $1.24M | 0.51% | +161+13.4% | Added |
| Prentice Wealth Management LLC | 1,369 | $1.24M | 0.40% | −70−4.9% | Reduced |
| Kellett Schaffner Wealth Advisors LLC | 1,371 | $1.24M | 1.00% | 00.0% | Unchanged |
| Excalibur Management Corp | 1,372 | $1.24M | 0.51% | +83+6.4% | Added |
| Mowery & Schoenfeld Wealth Management, LLC | 1,373 | $1.24M | 1.79% | 00.0% | Unchanged |
| Delta Investment Management, LLC | 1,375 | $1.24M | 0.27% | +56+4.2% | Added |
| Ethos Financial Group, LLC | 1,358 | $1.25M | 0.22% | +123+10.0% | Added |
| Cahaba Wealth Management, Inc. | 1,376 | $1.25M | 0.11% | −153−10.0% | Reduced |
| Adalta Capital Management LLC | 1,385 | $1.25M | 0.68% | +200+16.9% | Added |
| Laidlaw Wealth Management LLC | 1,386 | $1.25M | 0.69% | −12−0.9% | Reduced |
| Hudson Value Partners, LLC | 1,387 | $1.26M | 0.53% | −28−2.0% | Reduced |
| MBL Wealth, LLC | 1,389 | $1.26M | 0.14% | +33+2.4% | Added |
| Wimmer Associates 1, LLC | 1,392 | $1.26M | 0.65% | +25+1.8% | Added |
| Pacific Sage Partners, LLC | 1,397 | $1.26M | 0.31% | +6+0.4% | Added |
| Revolve Wealth Partners, LLC | 1,401 | $1.27M | 0.21% | +9+0.6% | Added |
| Brown Shipley& Co Ltd | 1,402 | $1.27M | 0.57% | −44−3.0% | Reduced |
| Pegasus Partners Ltd. | 1,403 | $1.27M | 0.13% | +204+17.0% | Added |
| Fusion Capital, LLC | 1,404 | $1.27M | 0.58% | −149−9.6% | Reduced |
| Capital Advisors, Ltd. LLC | 1,404 | $1.27M | 0.16% | +42+3.1% | Added |
| Baker Tilly Wealth Management, LLC | 1,406 | $1.27M | 0.52% | −2,217−61.2% | Reduced |
| Caas Capital Management LP | 1,408 | $1.27M | 2.38% | +1,408 | New |
| Adapt Wealth Advisors, LLC | 1,412 | $1.28M | 0.80% | −56−3.8% | Reduced |
| Evanson Asset Management, LLC | 1,412 | $1.28M | 0.10% | +65+4.8% | Added |
| David J Yvars Group | 1,418 | $1.28M | 0.80% | +27+1.9% | Added |
| Paragon Capital Management Ltd | 1,419 | $1.29M | 0.24% | +19+1.4% | Added |
| Athena Investment Management | 1,422 | $1.29M | 0.78% | −66−4.4% | Reduced |
| Unigestion Holding SA | 2,215 | $1.29M | 0.07% | +579+35.4% | Added |
| First Western Trust Bank | 1,427 | $1.29M | 0.06% | −53−3.6% | Reduced |
| Mizuho Securities Co. Ltd. | 1,430 | $1.29M | 3.01% | −950−39.9% | Reduced |
| Five Oceans Advisors | 1,438 | $1.30M | 0.68% | +247+20.7% | Added |
| Bank Pictet & Cie (Asia) Ltd | 1,439 | $1.30M | 0.44% | +17+1.2% | Added |
| Pacific Sun Financial Corp | 1,440 | $1.30M | 0.77% | 00.0% | Unchanged |
| Nicolet Bankshares Inc | 1,441 | $1.30M | 0.32% | −35−2.4% | Reduced |
| Wealth Group, Ltd. | 1,446 | $1.31M | 0.94% | +141+10.8% | Added |
| Segment Wealth Management, LLC | 1,449 | $1.31M | 0.10% | −33−2.2% | Reduced |
| Mark Sheptoff Financial Planning, LLC | 1,449 | $1.31M | 0.73% | +40+2.8% | Added |
| Raab & Moskowitz Asset Management LLC | 1,451 | $1.31M | 0.36% | +42+3.0% | Added |
| Crewe Advisors LLC | 1,452 | $1.31M | 0.15% | −79−5.2% | Reduced |
| Tributary Capital Management, LLC | 1,452 | $1.31M | 0.11% | −58−3.8% | Reduced |
| Burns Matteson Capital Management, LLC | 1,452 | $1.31M | 0.83% | +22+1.5% | Added |
| Empirical Asset Management, LLC | 50,012 | $1.32M | 0.49% | +48,255+2,746.4% | Added |
| HCR Wealth Advisors | 1,455 | $1.32M | 0.19% | −120−7.6% | Reduced |
| Community Trust & Investment Co | 1,457 | $1.32M | 0.09% | 00.0% | Unchanged |
| Wealth Management Partners, LLC | 1,458 | $1.32M | 0.64% | −115−7.3% | Reduced |
| Darden Wealth Group Inc | 1,460 | $1.32M | 1.00% | 00.0% | Unchanged |
| BCJ Capital Management, LLC | 1,461 | $1.32M | 0.11% | −156−9.6% | Reduced |
| Zullo Investment Group, Inc. | 1,463 | $1.32M | 0.58% | +14+1.0% | Added |
| Valley Brook Capital Group | 1,464 | $1.33M | 1.03% | +106+7.8% | Added |
| Resources Management Corp | 1,467 | $1.33M | 0.19% | −8−0.5% | Reduced |
| ERn Financial, LLC | 1,467 | $1.33M | 0.22% | +53+3.7% | Added |
| Bell Bank | 1,469 | $1.33M | 0.11% | 00.0% | Unchanged |
| Amplius Wealth Advisors, LLC | 1,472 | $1.33M | 0.15% | −27−1.8% | Reduced |
| Pine Harbor Wealth Management, LLC | 1,477 | $1.34M | 0.79% | +2+0.1% | Added |
| CORDA Investment Management, LLC. | 1,477 | $1.34M | 0.11% | −190−11.4% | Reduced |
| Whalen Wealth Management Inc. | 1,477 | $1.34M | 1.06% | −247−14.3% | Reduced |
| Wiser Advisor Group LLC | 1,481 | $1.34M | 2.11% | +34+2.3% | Added |
| NWF Advisory Services Inc. | 1,483 | $1.34M | 0.21% | +206+16.1% | Added |
| Occidental Asset Management, LLC | 1,487 | $1.35M | 0.24% | −80−5.1% | Reduced |
| Greenspring Advisors, LLC | 1,490 | $1.35M | 0.32% | +190+14.6% | Added |
| Smith Group Asset Management, LLC | 1,493 | $1.35M | 0.12% | −7,926−84.1% | Reduced |
| SignalPoint Asset Management, LLC | 1,496 | $1.35M | 0.36% | +7+0.5% | Added |
| Financial Engines Advisors L.L.C. | 1,497 | $1.36M | 0.00% | +79+5.6% | Added |
| MSH Capital Advisors LLC | 1,498 | $1.36M | 0.45% | −183−10.9% | Reduced |
| Loomis Sayles & Co L P | 1,499 | $1.36M | 0.00% | +231+18.2% | Added |
| HighVista Strategies LLC | 1,500 | $1.36M | 0.50% | +1,500 | New |
| Sky Investment Group LLC | 1,503 | $1.36M | 0.26% | −36−2.3% | Reduced |
| Verus Capital Partners, LLC | 1,504 | $1.36M | 0.14% | +224+17.5% | Added |
| Intrua Financial, LLC | 1,507 | $1.36M | 0.22% | −499−24.9% | Reduced |
| Orion Capital Management LLC | 1,510 | $1.37M | 0.72% | +70+4.9% | Added |
| Tudor Investment Corp Et Al | 1,510 | $1.37M | 0.02% | +1,510 | New |
| Capital Insight Partners, LLC | 1,514 | $1.37M | 0.26% | −75−4.7% | Reduced |
| Norman Fields, Gottscho Capital Management, LLC | 1,460 | $1.37M | 0.48% | 00.0% | Unchanged |
| Texas Capital Bancshares Inc | 1,517 | $1.37M | 0.56% | 00.0% | Unchanged |
| Black Diamond Financial, LLC | 1,522 | $1.38M | 0.27% | +443+41.1% | Added |
| Verity Asset Management, Inc. | 1,526 | $1.38M | 0.54% | +793+108.2% | Added |
| Thrive Wealth Management, LLC | 1,528 | $1.38M | 0.27% | −26−1.7% | Reduced |
| Nvest Financial, LLC | 1,528 | $1.38M | 0.85% | −12−0.8% | Reduced |
| Future Financial Wealth Managment LLC | 1,528 | $1.38M | 1.22% | +1,504+6,266.7% | Added |
| Alpha Family Trust | 1,530 | $1.39M | 0.81% | 00.0% | Unchanged |
| Cherry Tree Wealth Management, LLC | 1,531 | $1.39M | 0.35% | +10+0.7% | Added |
| McLean Asset Management Corp | 1,476 | $1.39M | 0.45% | +39+2.7% | Added |
| Mayfair Advisory Group, LLC | 1,463 | $1.39M | 0.94% | −26−1.7% | Reduced |
| Smith Chas P & Associates Pa Cpas | 1,534 | $1.39M | 0.08% | +35+2.3% | Added |
| Gunn & Co Investment Management, Inc. | 1,534 | $1.39M | 0.08% | +734+91.8% | Added |
| Optiver Holding B.V. | 1,541 | $1.40M | 0.03% | +1,541 | New |
| Cornell Pochily Investment Advisors, Inc. | 1,543 | $1.40M | 0.53% | +216+16.3% | Added |