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 $942.7B 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 | $942.7B |
| Q1 2026 | 4,391 | $712.9B |
| Q4 2025 | 4,452 | $843.2B |
| Q3 2025 | 3,904 | $583.5B |
| Q2 2025 | 3,914 | $610.1B |
| Q1 2025 | 3,928 | $688.4B |
| Q4 2024 | 3,913 | $602.9B |
| Q3 2024 | 3,666 | $687.4B |
| Q2 2024 | 3,571 | $707.0B |
| Q1 2024 | 3,465 | $607.2B |
| Q4 2023 | 3,276 | $457.2B |
| Q3 2023 | 2,978 | $421.9B |
| Q2 2023 | 2,818 | $366.7B |
| Q1 2023 | 2,619 | $269.7B |
| Q4 2022 | 2,672 | $288.4B |
| Q3 2022 | 2,489 | $256.1B |
| Q2 2022 | 2,450 | $255.6B |
| Q1 2022 | 2,349 | $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 |
|---|---|---|---|---|---|
| Canal Capital Management, LLC | 1,778 | $1.61M | 0.27% | −24−1.3% | Reduced |
| Weaver Capital Management LLC | 1,780 | $1.61M | 0.52% | +472+36.1% | Added |
| Voya Financial Advisors, Inc. | 1,777 | $1.62M | 0.18% | +51+3.0% | Added |
| Virtue Capital Management, LLC | 1,833 | $1.62M | 0.28% | −501−21.5% | Reduced |
| Hallmark Capital Management Inc | 1,788 | $1.62M | 0.13% | +49+2.8% | Added |
| American Investment Services, Inc. | 1,788 | $1.62M | 0.29% | 00.0% | Unchanged |
| HRT Financial LP | 1,798 | $1.63M | 0.01% | −14,031−88.6% | Reduced |
| Zhang Financial LLC | 1,797 | $1.63M | 0.11% | −113−5.9% | Reduced |
| Live Oak Private Wealth LLC | 1,799 | $1.63M | 0.28% | −4−0.2% | Reduced |
| LBMC Investment Advisors, LLC | 1,800 | $1.63M | 0.14% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 1,801 | $1.63M | 0.19% | +1+0.1% | Added |
| Mill Capital Management, LLC | 1,803 | $1.63M | 0.13% | 00.0% | Unchanged |
| Savvy Advisors, Inc. | 1,804 | $1.63M | 0.53% | +1,031+133.4% | Added |
| Sivia Capital Partners, LLC | 1,807 | $1.64M | 1.09% | −61−3.3% | Reduced |
| LWM Advisory Services, LLC | 1,818 | $1.65M | 1.39% | +28+1.6% | Added |
| Whalerock Point Partners, LLC | 1,818 | $1.65M | 0.44% | +155+9.3% | Added |
| Trustco Bank Corp N Y | 1,819 | $1.65M | 1.75% | −70−3.7% | Reduced |
| TrinityPoint Wealth, LLC | 1,820 | $1.65M | 0.26% | +23+1.3% | Added |
| IVC Wealth Advisors LLC | 1,823 | $1.65M | 0.92% | −422−18.8% | Reduced |
| Wambolt & Associates, LLC | 1,807 | $1.65M | 0.48% | 00.0% | Unchanged |
| First Financial Bank - Trust Division | 1,826 | $1.65M | 0.16% | +98+5.7% | Added |
| Heritage Financial Services, LLC | 1,828 | $1.66M | 0.24% | −19−1.0% | Reduced |
| Prosperity Financial Group, Inc. | 1,830 | $1.66M | 1.05% | +111+6.5% | Added |
| Duff & Phelps Investment Management Co | 1,831 | $1.66M | 0.02% | −7,370−80.1% | Reduced |
| Collective Family Office LLC | 1,835 | $1.66M | 0.49% | −24−1.3% | Reduced |
| Horizon Investment Services, LLC | 1,836 | $1.66M | 0.78% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 1,837 | $1.66M | 0.31% | −1−0.1% | Reduced |
| Rice Hall James & Associates, LLC | 1,840 | $1.67M | 0.10% | 00.0% | Unchanged |
| Beverly Hills Private Wealth, LLC | 1,846 | $1.67M | 0.36% | −54−2.8% | Reduced |
| Buckhead Capital Management LLC | 1,850 | $1.67M | 0.57% | −70−3.6% | Reduced |
| Guardian Capital LP | 1,850 | $1.67M | 0.06% | +929+100.9% | Added |
| Running Point Capital Advisors, LLC | 1,852 | $1.68M | 0.69% | −28−1.5% | Reduced |
| Chapin Davis, Inc. | 1,852 | $1.68M | 0.57% | −15−0.8% | Reduced |
| Legacy Capital Group California, Inc. | 1,853 | $1.68M | 0.60% | −39−2.1% | Reduced |
| Destination Wealth Management | 1,854 | $1.68M | 0.06% | +58+3.2% | Added |
| Oak Harbor Wealth Partners, LLC | 1,860 | $1.68M | 0.53% | −15−0.8% | Reduced |
| Gerber Kawasaki Wealth & Investment Management | 1,864 | $1.69M | 0.08% | −62−3.2% | Reduced |
| Guyasuta Investment Advisors Inc | 2,897 | $1.69M | 0.12% | 00.0% | Unchanged |
| Gables Capital Management Inc. | 1,866 | $1.69M | 0.88% | +40+2.2% | Added |
| Kennedy Investment Group | 1,869 | $1.69M | 0.86% | +48+2.6% | Added |
| Aire Advisors, LLC | 1,870 | $1.69M | 0.39% | −81−4.2% | Reduced |
| Brave Asset Management Inc | 1,878 | $1.70M | 0.43% | +14+0.8% | Added |
| Cobblestone Capital Advisors LLC | 1,884 | $1.71M | 0.11% | +136+7.8% | Added |
| Cornerstone Wealth Management, LLC | 1,887 | $1.71M | 0.13% | +294+18.5% | Added |
| Omnia Family Wealth, LLC | 1,893 | $1.71M | 0.73% | +44+2.4% | Added |
| MN Wealth Advisors, LLC | 1,894 | $1.72M | 1.00% | −8−0.4% | Reduced |
| Webster Bank, N. A. | 1,895 | $1.72M | 0.19% | −87−4.4% | Reduced |
| Pingora Partners LLC | 1,900 | $1.72M | 1.22% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 1,909 | $1.73M | 0.33% | −98−4.9% | Reduced |
| J. Stern & Co. LLP | 1,910 | $1.73M | 0.21% | +1,910 | New |
| Meadow Creek Wealth Advisors LLC | 1,921 | $1.74M | 1.64% | −2,240−53.8% | Reduced |
| First National Bank of Hutchinson | 1,921 | $1.74M | 1.11% | −60−3.0% | Reduced |
| Red Door Wealth Management, LLC | 1,921 | $1.74M | 0.31% | +94+5.1% | Added |
| Optivise Advisory Services LLC | 1,923 | $1.74M | 0.94% | +1,923 | New |
| DRW Securities, LLC | 1,910 | $1.74M | 0.11% | −4,392−69.7% | Reduced |
| Del-Sette Capital Management, LLC | 1,925 | $1.74M | 1.43% | +1,925 | New |
| Affiance Financial, LLC | 1,925 | $1.74M | 0.45% | +85+4.6% | Added |
| Barlow Wealth Partners, Inc. | 2,031 | $1.75M | 0.24% | 00.0% | Unchanged |
| SYSTM Wealth Solutions LLC | 1,929 | $1.75M | 0.39% | −149−7.2% | Reduced |
| Essex LLC | 1,930 | $1.75M | 0.39% | +56+3.0% | Added |
| TFB Advisors LLC | 1,931 | $1.75M | 0.57% | +187+10.7% | Added |
| Gilman Hill Asset Management, LLC | 1,932 | $1.75M | 0.32% | −879−31.3% | Reduced |
| Lebenthal Global Advisors, LLC | 1,934 | $1.75M | 0.38% | +243+14.4% | Added |
| Fruth Investment Management | 1,935 | $1.75M | 0.48% | 00.0% | Unchanged |
| Stone Point Wealth LLC | 1,936 | $1.75M | 0.63% | −10−0.5% | Reduced |
| Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna | 1,938 | $1.75M | 0.67% | +365+23.2% | Added |
| Westwood Wealth Management | 1,940 | $1.76M | 0.69% | +325+20.1% | Added |
| Heritage Wealth Management, LLC | 1,942 | $1.76M | 0.98% | −189−8.9% | Reduced |
| Heritage Family Offices, LLP | 1,942 | $1.76M | 0.98% | +1,942 | New |
| William Blair Investment Management, LLC | 1,943 | $1.76M | 0.00% | −37−1.9% | Reduced |
| Westover Capital Advisors, LLC | 1,943 | $1.76M | 0.45% | +27+1.4% | Added |
| Fiduciary Family Office, LLC | 1,944 | $1.76M | 0.69% | −205−9.5% | Reduced |
| S.A. Mason LLC | 1,944 | $1.76M | 1.00% | +137+7.6% | Added |
| Asahi Life Asset Management Co., Ltd. | 1,948 | $1.76M | 1.21% | +440+29.2% | Added |
| Redwood Wealth Management Group, LLC | 1,948 | $1.76M | 1.33% | +12+0.6% | Added |
| One Capital Management, LLC | 1,953 | $1.77M | 0.06% | +285+17.1% | Added |
| Galvin, Gaustad & Stein, LLC | 1,954 | $1.77M | 0.16% | −73−3.6% | Reduced |
| New England Research & Management, Inc. | 1,956 | $1.77M | 0.85% | −225−10.3% | Reduced |
| Baxter Bros Inc | 1,958 | $1.77M | 0.23% | 00.0% | Unchanged |
| Exchange Capital Management, Inc. | 1,960 | $1.77M | 0.29% | −35−1.8% | Reduced |
| Clare Market Investments LLC | 1,963 | $1.78M | 0.50% | +302+18.2% | Added |
| Ted Buchan & Co | 1,966 | $1.78M | 0.95% | +95+5.1% | Added |
| TBH Global Asset Management, LLC | 1,974 | $1.79M | 0.40% | −47−2.3% | Reduced |
| Atlas Brown,Inc. | 1,976 | $1.79M | 0.64% | +45+2.3% | Added |
| Tiemann Investment Advisors, LLC | 1,980 | $1.79M | 0.80% | −27−1.3% | Reduced |
| D'Orazio & Associates, Inc. | 1,981 | $1.79M | 0.28% | +45+2.3% | Added |
| LGL Partners, LLC | 1,985 | $1.80M | 0.26% | +5+0.3% | Added |
| Balboa Wealth Partners | 1,985 | $1.80M | 0.47% | +147+8.0% | Added |
| Shulman DeMeo Asset Management LLC | 1,987 | $1.80M | 0.47% | −10−0.5% | Reduced |
| Ignite Planners, LLC | 1,967 | $1.80M | 0.44% | +4+0.2% | Added |
| WealthPlan Investment Management, LLC | 1,994 | $1.81M | 0.27% | +2+0.1% | Added |
| Pettyjohn, Wood & White, Inc | 1,997 | $1.81M | 0.35% | +43+2.2% | Added |
| Stevard, LLC | 1,997 | $1.81M | 1.56% | +313+18.6% | Added |
| Merrion Investment Management Co, LLC | 2,000 | $1.81M | 1.24% | −200−9.1% | Reduced |
| Helios Capital Management Pte. Ltd | 2,000 | $1.81M | 1.18% | 00.0% | Unchanged |
| Alpha Omega Wealth Management LLC | 2,006 | $1.82M | 0.35% | +22+1.1% | Added |
| James J. Burns & Company, LLC | 2,007 | $1.82M | 0.36% | +7+0.4% | Added |
| Atlas Capital Advisors LLC | 2,009 | $1.82M | 0.24% | −391−16.3% | Reduced |
| Mendel Money Management | 2,009 | $1.82M | 0.85% | −6−0.3% | Reduced |
| Compass Ion Advisors, LLC | 2,340 | $1.82M | 0.26% | 00.0% | Unchanged |