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 |
|---|---|---|---|---|---|
| Shilanski & Associates, Inc. | 3,644 | $3.30M | 1.11% | −122−3.2% | Reduced |
| Cairn Investment Group, Inc. | 3,645 | $3.30M | 1.93% | +65+1.8% | Added |
| Opinicus Capital, Inc. | 3,646 | $3.30M | 2.78% | +21+0.6% | Added |
| Little House Capital LLC | 3,649 | $3.30M | 1.03% | +146+4.2% | Added |
| Fishman Jay A Ltd | 3,661 | $3.31M | 0.35% | −230−5.9% | Reduced |
| Eagle Rock Investment Company, LLC | 3,664 | $3.32M | 0.60% | −94−2.5% | Reduced |
| United Bank | 3,665 | $3.32M | 1.66% | −23−0.6% | Reduced |
| First Citizens Financial Corp | 3,666 | $3.32M | 1.96% | −858−19.0% | Reduced |
| VeraBank, N.A. | 3,669 | $3.32M | 1.03% | −10−0.3% | Reduced |
| Hanlon Investment Management, Inc. | 3,669 | $3.32M | 0.98% | +135+3.8% | Added |
| Moseley Investment Management Inc | 3,671 | $3.32M | 1.54% | −219−5.6% | Reduced |
| Summit X, LLC | 3,657 | $3.33M | 0.75% | +228+6.6% | Added |
| Peak Financial Advisors LLC | 3,684 | $3.34M | 1.91% | +34+0.9% | Added |
| Wright Investors Service Inc | 3,689 | $3.34M | 0.88% | +813+28.3% | Added |
| Burns J W & Co Inc | 3,701 | $3.35M | 0.45% | +125+3.5% | Added |
| Kuhn & Co Investment Counsel | 3,702 | $3.35M | 3.01% | 00.0% | Unchanged |
| Wealth Management Associates, Inc. | 3,718 | $3.37M | 1.58% | 00.0% | Unchanged |
| RF&L Wealth Management, LLC | 3,734 | $3.38M | 2.57% | −150−3.9% | Reduced |
| 3Chopt Investment Partners, LLC | 3,746 | $3.39M | 1.04% | +483+14.8% | Added |
| Grimes & Company, Inc. | 3,747 | $3.39M | 0.10% | −85−2.2% | Reduced |
| Midland Wealth Advisors LLC | 3,756 | $3.40M | 0.20% | −26−0.7% | Reduced |
| Trust Point Inc. | 3,760 | $3.40M | 0.27% | +24+0.6% | Added |
| Ellevest, Inc. | 3,762 | $3.41M | 0.20% | +261+7.5% | Added |
| Pinnacle Wealth Management Advisory Group, LLC | 3,776 | $3.42M | 0.35% | −16−0.4% | Reduced |
| Millennium Capital Advisors, LLC | 3,790 | $3.43M | 2.28% | +9+0.2% | Added |
| WealthShield Partners, LLC | 3,804 | $3.44M | 0.52% | +339+9.8% | Added |
| Oakworth Capital, Inc. | 3,805 | $3.44M | 0.25% | +381+11.1% | Added |
| Legacy Wealth Asset Management, LLC | 3,805 | $3.44M | 0.97% | −301−7.3% | Reduced |
| Community Bank, N.A. | 3,819 | $3.46M | 0.46% | −347−8.3% | Reduced |
| Eqis Capital Management, Inc. | 3,828 | $3.47M | 0.28% | −108−2.7% | Reduced |
| Claro Advisors LLC | 3,830 | $3.47M | 0.54% | +216+6.0% | Added |
| Beach Investment Counsel Inc | 3,830 | $3.47M | 0.43% | −140−3.5% | Reduced |
| Sentry Investment Management LLC | 3,834 | $3.47M | 1.54% | −785−17.0% | Reduced |
| Tritonpoint Wealth, LLC | 3,835 | $3.47M | 0.33% | +33+0.9% | Added |
| Diversify Wealth Management, LLC | 4,492 | $3.48M | 0.43% | +4,492 | New |
| Humankind Investments LLC | 3,847 | $3.48M | 0.92% | −68−1.7% | Reduced |
| Pennsylvania Capital Management Inc | 3,848 | $3.48M | 1.34% | +26+0.7% | Added |
| Newbridge Financial Services Group, Inc. | 3,850 | $3.49M | 1.30% | +597+18.4% | Added |
| SevenBridge Financial Group, LLC | 4,415 | $3.50M | 0.77% | −7,800−63.9% | Reduced |
| Royal Capital Wealth Management, LLC | 3,869 | $3.50M | 2.64% | +191+5.2% | Added |
| Sompo Asset Management Co., Ltd. | 3,870 | $3.50M | 0.59% | −280−6.7% | Reduced |
| Western Financial Corp | 3,875 | $3.51M | 2.12% | −87−2.2% | Reduced |
| Doheny Asset Management | 3,880 | $3.51M | 2.50% | +24+0.6% | Added |
| Olistico Wealth, LLC | 3,885 | $3.52M | 2.24% | +135+3.6% | Added |
| Arden Trust Co | 3,886 | $3.52M | 0.49% | −289−6.9% | Reduced |
| Berkshire Asset Management LLC | 3,886 | $3.52M | 0.18% | −100−2.5% | Reduced |
| Bourne Lent Asset Management Inc | 3,888 | $3.52M | 1.35% | +2+0.1% | Added |
| Mechanics Bank Trust Department | 3,894 | $3.53M | 0.50% | −245−5.9% | Reduced |
| Jackson Wealth Management, LLC | 3,906 | $3.54M | 0.76% | −2,589−39.9% | Reduced |
| Westwood Holdings Group Inc. | 3,912 | $3.54M | 0.02% | +73+1.9% | Added |
| Aspiriant, LLC | 3,913 | $3.54M | 0.14% | +3,195+445.0% | Added |
| Brooks, Moore & Associates, Inc. | 3,920 | $3.55M | 2.28% | +184+4.9% | Added |
| Catalina Capital Group, LLC | 3,928 | $3.56M | 1.35% | +290+8.0% | Added |
| Corundum Group, Inc. | 3,929 | $3.56M | 1.39% | +2,427+161.6% | Added |
| Callan Capital, LLC | 3,943 | $3.57M | 0.29% | +536+15.7% | Added |
| Diversified, LLC | 3,949 | $3.58M | 0.42% | +3,174+409.5% | Added |
| Somerville Kurt F | 3,950 | $3.58M | 0.60% | −310−7.3% | Reduced |
| Wallington Asset Management, LLC | 3,962 | $3.59M | 0.55% | −30−0.8% | Reduced |
| Warther Private Wealth, LLC | 3,965 | $3.59M | 1.41% | −260−6.2% | Reduced |
| Kathmere Capital Management, LLC | 3,986 | $3.61M | 0.38% | −661−14.2% | Reduced |
| Probity Advisors, Inc. | 3,993 | $3.62M | 0.75% | −403−9.2% | Reduced |
| Family Management Corp | 3,993 | $3.62M | 0.64% | +210+5.6% | Added |
| Mitsubishi UFJ Asset Management (UK) Ltd. | 4,000 | $3.62M | 1.87% | 00.0% | Unchanged |
| Gryphon Financial Partners LLC | 4,007 | $3.63M | 0.54% | +294+7.9% | Added |
| Rational Advisors LLC | 4,009 | $3.63M | 0.35% | +259+6.9% | Added |
| Davidson Capital Management Inc. | 4,031 | $3.65M | 1.13% | +789+24.3% | Added |
| CRA Financial Services, LLC | 4,035 | $3.65M | 0.74% | +27+0.7% | Added |
| Brass Tax Wealth Management, Inc | 4,035 | $3.65M | 0.72% | +3,535+707.0% | Added |
| Entropy Technologies, LP | 4,036 | $3.65M | 0.39% | +4,036 | New |
| Oxford Wealth Group, LLC | 4,037 | $3.66M | 2.51% | +339+9.2% | Added |
| Eagle Wealth Strategies LLC | 4,040 | $3.66M | 2.96% | +25+0.6% | Added |
| Aspen Grove Capital, LLC | 4,041 | $3.66M | 0.86% | +64+1.6% | Added |
| Argent Advisors, Inc. | 4,046 | $3.66M | 1.46% | −10−0.2% | Reduced |
| Archford Capital Strategies, LLC | 4,051 | $3.67M | 0.59% | −220−5.2% | Reduced |
| Etesian Wealth Advisors, Inc. | 4,053 | $3.67M | 2.06% | −108−2.6% | Reduced |
| Concord Asset Management, LLC | 4,055 | $3.67M | 0.91% | +597+17.3% | Added |
| Bedell Frazier Investment Counseling, LLC | 4,056 | $3.67M | 0.89% | +20.0% | Added |
| Melqart Asset Management (UK) Ltd | 4,058 | $3.67M | 0.34% | +4,058 | New |
| Certified Advisory Corp | 4,064 | $3.68M | 0.46% | +142+3.6% | Added |
| Leeward Financial Partners, LLC | 4,072 | $3.69M | 1.50% | +3,681+941.4% | Added |
| Evermay Wealth Management LLC | 4,073 | $3.69M | 0.59% | −110−2.6% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 4,093 | $3.71M | 0.53% | −18−0.4% | Reduced |
| Carr Financial Group Corp | 4,095 | $3.71M | 1.18% | +27+0.7% | Added |
| First Dallas Securities Inc. | 4,103 | $3.72M | 1.63% | −100−2.4% | Reduced |
| Simon Quick Advisors, LLC | 4,106 | $3.72M | 0.26% | −158−3.7% | Reduced |
| CMG Global Holdings, LLC | 4,111 | $3.72M | 2.46% | −8−0.2% | Reduced |
| BCGM Wealth Management, LLC | 4,113 | $3.72M | 1.29% | +163+4.1% | Added |
| Greater Midwest Financial Group, LLC | 4,018 | $3.74M | 2.37% | +2,801+230.2% | Added |
| Gold Investment Management Ltd. | 4,148 | $3.76M | 1.59% | −377−8.3% | Reduced |
| InTrack Investment Management Inc | 4,148 | $3.76M | 2.67% | +495+13.6% | Added |
| Lakeview Capital Partners, LLC | 4,832 | $3.76M | 0.61% | 00.0% | Unchanged |
| Becker Capital Management Inc | 4,153 | $3.76M | 0.13% | +26+0.6% | Added |
| Thomasville National Bank | 4,161 | $3.77M | 0.30% | +32+0.8% | Added |
| First Heartland Consultants, Inc. | 4,165 | $3.77M | 0.37% | −29−0.7% | Reduced |
| Manchester Capital Management LLC | 4,166 | $3.77M | 0.45% | +117+2.9% | Added |
| JCIC Asset Management Inc. | 4,174 | $3.78M | 1.55% | −21−0.5% | Reduced |
| JT Stratford LLC | 4,192 | $3.80M | 0.71% | +87+2.1% | Added |
| Lokken Investment Group LLC | 4,199 | $3.80M | 1.79% | −337−7.4% | Reduced |
| Financial Security Advisor, Inc. | 4,207 | $3.81M | 1.28% | +13+0.3% | Added |
| Wakefield Asset Management LLLP | 4,214 | $3.82M | 1.34% | +4,214 | New |