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 |
|---|---|---|---|---|---|
| St Germain D J Co Inc | 2,693 | $2.44M | 0.12% | +1,407+109.4% | Added |
| KKM Financial LLC | 2,719 | $2.46M | 1.16% | +85+3.2% | Added |
| Garrett Investment Advisors LLC | 2,717 | $2.46M | 0.29% | +1,716+171.4% | Added |
| Parcion Private Wealth LLC | 2,717 | $2.46M | 0.22% | −970−26.3% | Reduced |
| Rockline Wealth Management, LLC | 2,719 | $2.46M | 0.76% | +179+7.0% | Added |
| Waterloo Capital, L.P. | 2,719 | $2.46M | 0.30% | +1,502+123.4% | Added |
| Alera Investment Advisors, LLC | 2,724 | $2.47M | 0.30% | +1,359+99.6% | Added |
| Everpar Advisors LLC | 2,738 | $2.48M | 1.24% | +185+7.2% | Added |
| Wealth Effects LLC | 2,740 | $2.48M | 0.90% | −74−2.6% | Reduced |
| Grandfield & Dodd, LLC | 2,748 | $2.49M | 0.16% | −142−4.9% | Reduced |
| Full Sail Capital, LLC | 2,752 | $2.49M | 0.17% | −4−0.1% | Reduced |
| Broderick Brian C | 2,752 | $2.49M | 0.51% | +207+8.1% | Added |
| Personal Cfo Solutions, LLC | 2,755 | $2.49M | 0.38% | +317+13.0% | Added |
| FCG Investment Co | 2,757 | $2.50M | 1.89% | +215+8.5% | Added |
| Ashton Thomas Securities, LLC | 2,679 | $2.50M | 0.61% | +2,679 | New |
| Human Investing LLC | 2,762 | $2.50M | 0.49% | +2+0.1% | Added |
| Costello Asset Management, INC | 2,766 | $2.50M | 1.87% | −137−4.7% | Reduced |
| Northern Financial Advisors Inc | 2,769 | $2.51M | 2.01% | +292+11.8% | Added |
| Mission Creek Capital Partners, Inc. | 2,771 | $2.51M | 0.63% | +1,510+119.7% | Added |
| Hudock, Inc. | 2,774 | $2.51M | 0.47% | −109−3.8% | Reduced |
| Lazard Freres Gestion S.A.S. | 2,774 | $2.52M | 0.06% | +697+33.6% | Added |
| First Foundation Advisors | 2,785 | $2.52M | 0.10% | +57+2.1% | Added |
| West Paces Advisors Inc. | 2,788 | $2.52M | 0.66% | −43−1.5% | Reduced |
| Washburn Capital Management, Inc. | 2,789 | $2.53M | 1.80% | −31−1.1% | Reduced |
| Portside Wealth Group, LLC | 2,793 | $2.53M | 0.48% | −271−8.8% | Reduced |
| Jackson, Grant Investment Advisers, Inc. | 2,796 | $2.53M | 1.02% | −206−6.9% | Reduced |
| Vigilare Wealth Management | 2,804 | $2.54M | 1.12% | −46−1.6% | Reduced |
| Chapman Investment Management, LLC | 2,806 | $2.54M | 1.93% | +111+4.1% | Added |
| Itau Unibanco Holding S.A. | 2,806 | $2.54M | 0.10% | +2,806 | New |
| SP Asset Management LLC | 2,810 | $2.54M | 0.23% | +107+4.0% | Added |
| Buffington Mohr McNeal | 2,813 | $2.55M | 0.45% | −152−5.1% | Reduced |
| Marino, Stram & Associates LLC | 2,814 | $2.55M | 0.62% | +19+0.7% | Added |
| AAFMAA Wealth Management & Trust LLC | 2,816 | $2.55M | 1.25% | −228−7.5% | Reduced |
| GPS Wealth Strategies Group, LLC | 2,821 | $2.55M | 0.38% | +190+7.2% | Added |
| Country Club Bank | 2,811 | $2.56M | 0.18% | 00.0% | Unchanged |
| Graves-Light Private Wealth Management, Inc. | 2,797 | $2.56M | 0.29% | 00.0% | Unchanged |
| TCTC Holdings, LLC | 2,830 | $2.56M | 0.09% | −55−1.9% | Reduced |
| Pegasus Asset Management, Inc. | 2,833 | $2.56M | 0.98% | +3+0.1% | Added |
| Arcadia Investment Management Corp | 2,833 | $2.56M | 0.44% | +1,694+148.7% | Added |
| Monument Capital Management | 2,842 | $2.57M | 0.76% | −74−2.5% | Reduced |
| Kavar Capital Partners Group, LLC | 2,843 | $2.57M | 0.46% | +25+0.9% | Added |
| MCF Advisors LLC | 2,848 | $2.58M | 0.20% | −7−0.2% | Reduced |
| KPP Advisory Services LLC | 2,862 | $2.59M | 0.69% | −157−5.2% | Reduced |
| Physicians Financial Services, Inc. | 2,864 | $2.59M | 0.84% | +51+1.8% | Added |
| New Covenant Trust Company, N.A. | 3,033 | $2.60M | 2.99% | −245−7.5% | Reduced |
| Harvest Investment Services, LLC | 2,894 | $2.62M | 1.04% | −581−16.7% | Reduced |
| PSI Advisors, LLC | 2,895 | $2.62M | 0.83% | −13−0.4% | Reduced |
| Laraway Financial Inc | 2,895 | $2.62M | 2.24% | +7+0.2% | Added |
| Marcum Wealth, LLC | 2,897 | $2.62M | 0.26% | −20−0.7% | Reduced |
| Prosperitas Financial LLC | 2,898 | $2.62M | 1.60% | −35−1.2% | Reduced |
| Berger Financial Group, Inc | 2,900 | $2.63M | 0.21% | +44+1.5% | Added |
| RKL Wealth Management LLC | 2,904 | $2.63M | 0.25% | −294−9.2% | Reduced |
| Capital Investment Counsel, LLC | 2,912 | $2.64M | 0.52% | −15−0.5% | Reduced |
| 180 Wealth Advisors, LLC | 2,829 | $2.64M | 0.43% | −2,098−42.6% | Reduced |
| Northwest Quadrant Wealth Management, LLC | 2,924 | $2.65M | 0.65% | +3+0.1% | Added |
| Forza Wealth Management, LLC | 2,925 | $2.65M | 1.37% | 00.0% | Unchanged |
| Patrick M Sweeney & Associates, Inc | 2,928 | $2.65M | 2.14% | +22+0.8% | Added |
| Castle Rock Wealth Management, LLC | 2,899 | $2.65M | 0.66% | +190+7.0% | Added |
| Pavion Blue Capital, LLC | 2,943 | $2.66M | 1.31% | 00.0% | Unchanged |
| Main Street Financial Solutions, LLC | 2,945 | $2.67M | 0.25% | +564+23.7% | Added |
| Legacy Financial Advisors, Inc. | 2,948 | $2.67M | 0.48% | +44+1.5% | Added |
| MRP Capital Investments, LLC | 2,955 | $2.68M | 2.50% | −175−5.6% | Reduced |
| RB Capital Management, LLC | 2,967 | $2.69M | 0.69% | +238+8.7% | Added |
| McAdam, LLC | 2,969 | $2.69M | 0.16% | +523+21.4% | Added |
| AdvisorNet Financial, Inc | 2,972 | $2.69M | 0.24% | −36−1.2% | Reduced |
| Means Investment Co., Inc. | 2,973 | $2.69M | 0.32% | −309−9.4% | Reduced |
| IFG Advisory, LLC | 2,980 | $2.70M | 0.17% | −177−5.6% | Reduced |
| Accent Capital Management, LLC | 2,986 | $2.70M | 1.66% | +12+0.4% | Added |
| Morningstar Investment Services LLC | 2,983 | $2.71M | 0.03% | +667+28.8% | Added |
| MJP Associates Inc | 3,004 | $2.72M | 0.57% | +10+0.3% | Added |
| Mattern Wealth Management LLC | 3,004 | $2.72M | 0.65% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 3,005 | $2.72M | 0.41% | +75+2.6% | Added |
| Biltmore Family Office, LLC | 3,005 | $2.72M | 0.50% | +81+2.8% | Added |
| Carmichael Hill & Associates, Inc. | 3,007 | $2.72M | 1.11% | −5−0.2% | Reduced |
| Cornerstone Enterprises, LLC | 3,009 | $2.72M | 1.81% | +28+0.9% | Added |
| Patten Group, Inc. | 3,025 | $2.74M | 0.65% | +162+5.7% | Added |
| WealthTrust Asset Management, LLC | 3,026 | $2.74M | 2.00% | −18−0.6% | Reduced |
| Keel Point, LLC | 3,019 | $2.74M | 0.25% | +793+35.6% | Added |
| Farmers National Bank | 3,030 | $2.74M | 0.83% | −45−1.5% | Reduced |
| Samalin Investment Counsel, LLC | 3,031 | $2.74M | 1.28% | −15−0.5% | Reduced |
| Alta Wealth Advisors LLC | 3,052 | $2.76M | 1.38% | +4+0.1% | Added |
| SlateStone Wealth, LLC | 3,063 | $2.77M | 0.30% | −103−3.3% | Reduced |
| Stiles Financial Services Inc | 3,072 | $2.78M | 1.07% | −114−3.6% | Reduced |
| Riggs Asset Managment Co. Inc. | 3,073 | $2.78M | 0.83% | −24−0.8% | Reduced |
| Legato Capital Management LLC | 3,077 | $2.79M | 0.38% | −1,042−25.3% | Reduced |
| BLB&B Advisors, LLC | 3,077 | $2.79M | 0.15% | +262+9.3% | Added |
| Virtu Financial LLC | 3,085 | $2.79M | 0.19% | +336+12.2% | Added |
| Bellecapital International Ltd. | 3,088 | $2.80M | 0.59% | −728−19.1% | Reduced |
| Horizon Investments, LLC | 3,090 | $2.80M | 0.08% | −7,835−71.7% | Reduced |
| Mayflower Financial Advisors, LLC | 3,098 | $2.81M | 0.46% | +66+2.2% | Added |
| BSW Wealth Partners | 3,102 | $2.81M | 0.46% | +24+0.8% | Added |
| Wilkins Investment Counsel Inc | 3,104 | $2.81M | 0.42% | +240+8.4% | Added |
| Cerro Pacific Wealth Advisors LLC | 3,110 | $2.82M | 1.08% | +3,110 | New |
| Stablepoint Partners, LLC | 3,486 | $2.82M | 0.55% | −51−1.4% | Reduced |
| First County Bank | 3,111 | $2.82M | 1.45% | +2+0.1% | Added |
| Quotient Wealth Partners, LLC | 3,113 | $2.82M | 0.10% | +458+17.3% | Added |
| Archer Investment Corp | 3,114 | $2.82M | 0.82% | +19+0.6% | Added |
| Game Plan Financial Advisors, LLC | 3,117 | $2.82M | 1.39% | −20−0.6% | Reduced |
| Steigerwald, Gordon & Koch Inc. | 3,119 | $2.82M | 0.34% | −53−1.7% | Reduced |
| MONECO Advisors, LLC | 3,128 | $2.83M | 0.42% | −10.0% | Reduced |