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 |
|---|---|---|---|---|---|
| UMA Financial Services, Inc. | 1,487 | $1.40M | 0.26% | +289+24.1% | Added |
| Brady Family Wealth, LLC | 1,547 | $1.40M | 0.45% | −30−1.9% | Reduced |
| Dover Advisors, LLC | 1,547 | $1.40M | 0.87% | −18−1.2% | Reduced |
| WMS Partners, LLC | 1,547 | $1.40M | 0.09% | −17−1.1% | Reduced |
| LifePro Asset Management | 1,549 | $1.40M | 1.01% | −70−4.3% | Reduced |
| Solstein Capital, LLC | 1,549 | $1.40M | 0.92% | −74−4.6% | Reduced |
| Patriot Investment Management Inc. | 1,550 | $1.40M | 0.11% | 00.0% | Unchanged |
| Forbes J M & Co LLP | 1,554 | $1.41M | 0.14% | −14−0.9% | Reduced |
| Manhattan West Asset Management, LLC | 1,557 | $1.41M | 0.38% | −208−11.8% | Reduced |
| Aprio Wealth Management, LLC | 1,557 | $1.41M | 0.26% | +1+0.1% | Added |
| BHK Investment Advisors, LLC | 1,558 | $1.41M | 0.55% | 00.0% | Unchanged |
| Smith, Salley & Associates | 1,559 | $1.41M | 0.10% | +267+20.7% | Added |
| Financial Management Network Inc | 1,544 | $1.41M | 0.34% | +261+20.3% | Added |
| Taylor Frigon Capital Management LLC | 1,564 | $1.42M | 0.67% | −18−1.1% | Reduced |
| Zimmermann Investment Management & Planning LLC | 1,565 | $1.42M | 0.47% | +825+111.5% | Added |
| Cox Capital Mgt LLC | 1,575 | $1.43M | 0.86% | 00.0% | Unchanged |
| Klingman & Associates, LLC | 1,578 | $1.43M | 0.10% | +292+22.7% | Added |
| WealthPLAN Partners, LLC | 1,581 | $1.43M | 0.15% | +3+0.2% | Added |
| Analyst IMS Investment Management Services Ltd. | 1,589 | $1.44M | 0.06% | +1,142+255.5% | Added |
| Dogwood Wealth Management LLC | 1,593 | $1.44M | 0.89% | +166+11.6% | Added |
| Whitener Capital Management, Inc. | 1,595 | $1.44M | 0.44% | +187+13.3% | Added |
| CarsonAllaria Wealth Management, Ltd. | 1,595 | $1.44M | 0.88% | −38−2.3% | Reduced |
| Atticus Wealth Management, LLC | 1,598 | $1.45M | 0.47% | −60−3.6% | Reduced |
| Capital Management Associates | 1,600 | $1.45M | 1.72% | 00.0% | Unchanged |
| Monetta Financial Services Inc | 1,600 | $1.45M | 1.25% | 00.0% | Unchanged |
| Prescott Group Capital Management, L.L.C. | 1,600 | $1.45M | 0.23% | 00.0% | Unchanged |
| Integrated Investment Consultants, LLC | 1,864 | $1.45M | 0.40% | 00.0% | Unchanged |
| Strategic Advisors LLC | 1,605 | $1.45M | 0.28% | +44+2.8% | Added |
| Trail Ridge Investment Advisors, LLC | 1,607 | $1.45M | 0.75% | +3+0.2% | Added |
| Seascape Capital Management | 1,611 | $1.46M | 0.54% | +3+0.2% | Added |
| Waypoint Capital Advisors, LLC | 1,613 | $1.46M | 0.36% | +113+7.5% | Added |
| Brown Wealth Management, LLC | 1,616 | $1.46M | 0.59% | +1+0.1% | Added |
| Telos Capital Management, Inc. | 1,616 | $1.46M | 0.16% | −70−4.2% | Reduced |
| Westbourne Investment Advisors, Inc. | 1,618 | $1.47M | 0.53% | 00.0% | Unchanged |
| Acropolis Investment Management, LLC | 1,619 | $1.47M | 0.09% | +906+127.1% | Added |
| Cooper Financial Group | 1,627 | $1.47M | 0.22% | +106+7.0% | Added |
| Glass Wealth Management Co LLC | 1,629 | $1.47M | 0.86% | +612+60.2% | Added |
| Driehaus Capital Management LLC | 1,635 | $1.48M | 0.01% | +793+94.2% | Added |
| Apella Capital, LLC | 1,588 | $1.48M | 0.07% | −22−1.4% | Reduced |
| Jmac Enterprises LLC | 1,638 | $1.48M | 0.26% | +9+0.6% | Added |
| Longview Financial Advisors, Inc. | 1,638 | $1.48M | 1.13% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 1,645 | $1.49M | 0.15% | +105+6.8% | Added |
| Camden National Bank | 1,645 | $1.49M | 0.23% | +7+0.4% | Added |
| AlphaCore Capital LLC | 1,645 | $1.49M | 0.36% | +572+53.3% | Added |
| Global Financial Private Client, LLC | 1,645 | $1.49M | 0.62% | −10−0.6% | Reduced |
| FC Advisory LLC | 1,647 | $1.49M | 0.55% | −25−1.5% | Reduced |
| Fortem Financial Group, LLC | 1,648 | $1.49M | 0.64% | −67−3.9% | Reduced |
| Silver Lake Advisory, LLC | 1,653 | $1.50M | 0.67% | −28−1.7% | Reduced |
| Lakeridge Wealth Management LLC | 1,654 | $1.50M | 0.90% | −90−5.2% | Reduced |
| Secure Asset Management, LLC | 1,655 | $1.50M | 0.28% | +1,105+200.9% | Added |
| BBR Partners, LLC | 1,659 | $1.50M | 0.12% | −829−33.3% | Reduced |
| Diametric Capital, LP | 1,665 | $1.51M | 0.82% | +470+39.3% | Added |
| Armor Investment Advisors, LLC | 1,666 | $1.51M | 0.70% | −1−0.1% | Reduced |
| Aveo Capital Partners, LLC | 1,667 | $1.51M | 0.17% | −339−16.9% | Reduced |
| Sage Private Wealth Group, LLC | 1,671 | $1.51M | 1.27% | −59−3.4% | Reduced |
| Auxano Advisors, LLC | 1,671 | $1.51M | 0.42% | +23+1.4% | Added |
| Mosaic Family Wealth Partners, LLC | 1,681 | $1.52M | 0.24% | −41−2.4% | Reduced |
| Financial Avengers, Inc. | 1,686 | $1.53M | 0.81% | +1,343+391.5% | Added |
| Thompson Davis & Co., Inc. | 1,687 | $1.53M | 1.32% | +12+0.7% | Added |
| Motiv8 Investments LLC | 1,687 | $1.53M | 1.14% | +10+0.6% | Added |
| Lee Financial Co | 1,688 | $1.53M | 0.25% | +141+9.1% | Added |
| Michael B. Yongue | 1,690 | $1.53M | 1.32% | 00.0% | Unchanged |
| Rollins Financial Advisors, LLC | 1,693 | $1.53M | 0.26% | −117−6.5% | Reduced |
| Stonebridge Financial Planning Group, LLC | 1,700 | $1.54M | 0.77% | +322+23.4% | Added |
| Alan B. Lancz & Associates, Inc. | 1,705 | $1.54M | 1.53% | +1,705 | New |
| Mechanics Financial Corp | 1,706 | $1.54M | 0.79% | −100−5.5% | Reduced |
| WR Wealth Planners, LLC | 1,708 | $1.55M | 0.47% | −19−1.1% | Reduced |
| Winthrop Advisory Group LLC | 1,708 | $1.55M | 0.21% | −58−3.3% | Reduced |
| Wolff Wiese Magana LLC | 1,710 | $1.55M | 1.23% | +5+0.3% | Added |
| JGP Wealth Management, LLC | 1,712 | $1.55M | 0.22% | −197−10.3% | Reduced |
| Forte Capital LLC | 1,713 | $1.55M | 0.19% | +20+1.2% | Added |
| Sunflower Bank, N.A. | 1,715 | $1.55M | 0.37% | −52−2.9% | Reduced |
| EagleClaw Capital Managment, LLC | 1,725 | $1.56M | 0.28% | 00.0% | Unchanged |
| Gray Wealth Management Inc. | 1,728 | $1.56M | 0.67% | −16−0.9% | Reduced |
| Aspire Private Capital, LLC | 1,732 | $1.57M | 0.40% | −18−1.0% | Reduced |
| Advisory Resource Group | 1,732 | $1.57M | 0.35% | +52+3.1% | Added |
| Azzad Asset Management Inc | 1,735 | $1.57M | 0.19% | −79−4.4% | Reduced |
| Worth Asset Management, LLC | 1,741 | $1.58M | 0.94% | −10−0.6% | Reduced |
| Petra Financial Advisors Inc | 1,742 | $1.58M | 1.13% | −6−0.3% | Reduced |
| Dividend Assets Capital, LLC | 1,743 | $1.58M | 0.32% | 00.0% | Unchanged |
| Cynosure Management, LLC | 1,743 | $1.58M | 0.25% | +16+0.9% | Added |
| Quantbot Technologies LP | 1,745 | $1.58M | 0.08% | +1,745 | New |
| Nkcfo LLC | 1,750 | $1.58M | 0.86% | +1,750 | New |
| Cantor Fitzgerald, L. P. | 1,750 | $1.58M | 0.32% | +489+38.8% | Added |
| Somerset Group LLC | 1,751 | $1.59M | 1.41% | −157−8.2% | Reduced |
| NorthStar Asset Management LLC | 1,752 | $1.59M | 1.10% | +117+7.2% | Added |
| Girard Partners Ltd. | 1,754 | $1.59M | 0.15% | +1+0.1% | Added |
| Gilbert & Cook, Inc. | 1,757 | $1.59M | 0.23% | 00.0% | Unchanged |
| Hedeker Wealth, LLC | 1,757 | $1.59M | 0.46% | −40−2.2% | Reduced |
| XML Financial, LLC | 1,758 | $1.59M | 0.16% | 00.0% | Unchanged |
| M&R Capital Management Inc | 1,758 | $1.59M | 0.38% | −14−0.8% | Reduced |
| GHP Investment Advisors, Inc. | 1,759 | $1.59M | 0.08% | +5+0.3% | Added |
| Vawter Financial, Ltd. | 1,761 | $1.59M | 1.09% | +10+0.6% | Added |
| Union Savings Bank | 1,763 | $1.60M | 0.84% | −590−25.1% | Reduced |
| Sather Financial Group Inc | 1,763 | $1.60M | 0.11% | +160+10.0% | Added |
| Renasant Bank | 1,764 | $1.60M | 1.10% | −420−19.2% | Reduced |
| AXS Investments LLC | 1,771 | $1.60M | 0.45% | −229−11.5% | Reduced |
| Hixon Zuercher, LLC | 1,774 | $1.61M | 0.68% | +12+0.7% | Added |
| Camelot Portfolios, LLC | 1,775 | $1.61M | 0.91% | +1,775 | New |
| Enterprise Financial Services Corp | 1,778 | $1.61M | 0.99% | −10−0.6% | Reduced |