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 |
|---|---|---|---|---|---|
| Triangle Securities Wealth Management | 4,219 | $3.82M | 1.08% | −108−2.5% | Reduced |
| Mount Yale Investment Advisors, LLC | 4,219 | $3.82M | 0.30% | −189−4.3% | Reduced |
| Avidian Wealth Solutions, LLC | 4,224 | $3.82M | 0.18% | +616+17.1% | Added |
| Range Financial Group LLC | 4,225 | $3.82M | 1.95% | +60+1.4% | Added |
| Rehmann Capital Advisory Group | 4,226 | $3.83M | 0.27% | +254+6.4% | Added |
| Marshall Financial Group LLC | 4,232 | $3.83M | 1.07% | −100−2.3% | Reduced |
| HT Partners LLC | 4,238 | $3.84M | 1.36% | −12−0.3% | Reduced |
| Aviance Capital Partners, LLC | 4,244 | $3.84M | 0.55% | −1,431−25.2% | Reduced |
| Philadelphia Trust Co | 4,254 | $3.85M | 0.30% | +10+0.2% | Added |
| Commerzbank Aktiengesellschaft | 4,254 | $3.85M | 0.13% | +389+10.1% | Added |
| Horizon Kinetics Asset Management LLC | 4,257 | $3.85M | 0.07% | −500−10.5% | Reduced |
| Fukoku Mutual Life Insurance Co | 4,268 | $3.86M | 0.30% | +275+6.9% | Added |
| Murphy, Middleton, Hinkle & Parker, Inc. | 4,272 | $3.87M | 2.25% | −28−0.7% | Reduced |
| Towerpoint Wealth, LLC | 4,278 | $3.87M | 1.93% | +14+0.3% | Added |
| Keystone Financial Group | 4,286 | $3.88M | 1.39% | +775+22.1% | Added |
| AA Financial Advisors, LLC | 4,289 | $3.88M | 1.37% | −224−5.0% | Reduced |
| Boothe Investment Group, Inc. | 4,250 | $3.89M | 1.80% | +140+3.4% | Added |
| Coastal Investment Advisors, Inc. | 4,298 | $3.89M | 0.76% | +125+3.0% | Added |
| Alberta Investment Management Corp | 4,300 | $3.89M | 0.04% | −15,600−78.4% | Reduced |
| Stokes Family Office, LLC | 4,306 | $3.90M | 0.46% | +384+9.8% | Added |
| Vectors Research Management, LLC | 4,324 | $3.92M | 1.20% | −9−0.2% | Reduced |
| West Branch Capital LLC | 4,330 | $3.92M | 1.46% | +105+2.5% | Added |
| Blodgett Wealth Advisors, LLC | 4,330 | $3.92M | 3.33% | +20.0% | Added |
| Northern Oak Wealth Management Inc | 4,346 | $3.94M | 0.47% | −55−1.2% | Reduced |
| RDA Financial Network | 4,366 | $3.95M | 1.30% | +17+0.4% | Added |
| West Family Investments, Inc. | 4,368 | $3.95M | 1.19% | +19+0.4% | Added |
| Woodward Diversified Capital, LLC | 4,370 | $3.96M | 2.32% | +90+2.1% | Added |
| Wealth Alliance Advisory Group, LLC | 4,380 | $3.97M | 0.89% | +178+4.2% | Added |
| Ledyard National Bank | 4,383 | $3.97M | 0.39% | +485+12.4% | Added |
| Geller Advisors LLC | 4,389 | $3.97M | 0.29% | +196+4.7% | Added |
| Scholtz & Company, LLC | 4,395 | $3.98M | 1.69% | +1,734+65.2% | Added |
| Silphium Asset Management Ltd | 4,396 | $3.98M | 1.90% | +392+9.8% | Added |
| Skopos Labs, Inc. | 5,235 | $3.98M | 1.71% | 00.0% | Unchanged |
| Point Break Capital Management, LLC | 4,401 | $3.98M | 4.33% | +2,000+83.3% | Added |
| Annex Advisory Services, LLC | 4,403 | $3.99M | 0.14% | +71+1.6% | Added |
| Angeles Wealth Management, LLC | 4,407 | $3.99M | 0.37% | +354+8.7% | Added |
| Ballast, Inc. | 4,432 | $4.01M | 1.24% | −143−3.1% | Reduced |
| Boston Research & Management Inc | 4,433 | $4.01M | 1.01% | 00.0% | Unchanged |
| Tyche Wealth Partners LLC | 4,454 | $4.03M | 0.98% | +445+11.1% | Added |
| Private Wealth Partners, LLC | 4,460 | $4.04M | 0.30% | +580+14.9% | Added |
| Ipswich Investment Management Co., Inc. | 4,465 | $4.04M | 0.95% | −262−5.5% | Reduced |
| RMR Wealth Builders | 4,466 | $4.04M | 0.46% | +294+7.0% | Added |
| Cordatus Wealth Management LLC | 4,503 | $4.08M | 1.53% | +4,503 | New |
| Kovack Advisors, Inc. | 4,516 | $4.09M | 0.45% | −144−3.1% | Reduced |
| Peterson Wealth Services | 4,517 | $4.09M | 1.43% | +30+0.7% | Added |
| Naviter Wealth, LLC | 4,525 | $4.10M | 0.61% | +207+4.8% | Added |
| Consilium Wealth Advisory, LLC | 4,527 | $4.10M | 2.24% | −24−0.5% | Reduced |
| Howland Capital Management LLC | 4,532 | $4.10M | 0.20% | −78−1.7% | Reduced |
| Banco de Sabadell, S.A | 4,533 | $4.10M | 3.01% | −88−1.9% | Reduced |
| Comprehensive Financial Consultants Institutional, Inc. | 4,537 | $4.11M | 1.61% | +404+9.8% | Added |
| Capital Advisors Inc | 4,546 | $4.12M | 0.09% | +127+2.9% | Added |
| Pinnacle West Asset Management, Inc. | 4,550 | $4.12M | 3.20% | −15−0.3% | Reduced |
| KG&L Capital Management,LLC | 4,551 | $4.12M | 1.43% | +40+0.9% | Added |
| Adirondack Trust Co | 4,587 | $4.15M | 1.70% | −45−1.0% | Reduced |
| Ameliora Wealth Management Ltd. | 4,587 | $4.15M | 1.89% | +2,262+97.3% | Added |
| Fortis Group Advisors, LLC | 4,587 | $4.15M | 0.82% | +1,973+75.5% | Added |
| NFP Retirement, Inc. | 4,597 | $4.16M | 0.35% | +31+0.7% | Added |
| Brooktree Capital Management | 4,624 | $4.19M | 3.58% | −1,208−20.7% | Reduced |
| YHB Investment Advisors, Inc. | 4,646 | $4.21M | 0.36% | +4,015+636.3% | Added |
| Dearborn Partners LLC | 4,648 | $4.21M | 0.18% | +37+0.8% | Added |
| Concord Wealth Partners | 4,651 | $4.21M | 0.74% | +20+0.4% | Added |
| Sandbox Financial Partners, LLC | 4,657 | $4.22M | 1.62% | +1,230+35.9% | Added |
| Catalyst Financial Partners LLC | 4,676 | $4.23M | 0.93% | +150+3.3% | Added |
| Hudson Canyon Capital Management | 4,683 | $4.24M | 2.87% | −671−12.5% | Reduced |
| Peterson Wealth Management | 4,687 | $4.24M | 2.62% | +1,198+34.3% | Added |
| Advisor OS, LLC | 4,690 | $4.25M | 0.47% | +159+3.5% | Added |
| Blueprint Investment Partners LLC | 4,692 | $4.25M | 0.92% | +1,628+53.1% | Added |
| Teza Capital Management LLC | 4,697 | $4.25M | 0.52% | +4,697 | New |
| WJ Wealth Management, LLC | 4,702 | $4.26M | 1.55% | +1,552+49.3% | Added |
| Aaron Wealth Advisors | 4,714 | $4.27M | 0.59% | +208+4.6% | Added |
| Evernest Financial Advisors, LLC | 4,720 | $4.27M | 1.91% | +124+2.7% | Added |
| Redwood Investment Management, LLC | 4,943 | $4.28M | 0.37% | +98+2.0% | Added |
| Gratus Capital LLC | 4,741 | $4.29M | 0.17% | +351+8.0% | Added |
| Fragasso Group Inc. | 4,743 | $4.29M | 0.35% | −2,539−34.9% | Reduced |
| Quintet Private Bank (Europe) S.A. | 4,088 | $4.30M | 0.25% | −455−10.0% | Reduced |
| American Money Management, LLC | 4,757 | $4.31M | 0.92% | +7+0.1% | Added |
| Dantai Capital Ltd | 4,760 | $4.31M | 4.85% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 4,761 | $4.31M | 0.27% | −19−0.4% | Reduced |
| Everhart Financial Group, Inc. | 4,761 | $4.31M | 1.12% | +465+10.8% | Added |
| Heartland Bank & Trust Co | 4,763 | $4.31M | 2.45% | −11−0.2% | Reduced |
| Koshinski Asset Management, Inc. | 4,630 | $4.32M | 0.40% | +117+2.6% | Added |
| KRS Capital Management, LLC | 4,770 | $4.32M | 3.23% | +16+0.3% | Added |
| Avantax Planning Partners, Inc. | 4,774 | $4.32M | 0.14% | −1,739−26.7% | Reduced |
| Birinyi Associates Inc | 4,780 | $4.33M | 1.30% | +2,105+78.7% | Added |
| NewSquare Capital LLC | 4,784 | $4.33M | 0.37% | +428+9.8% | Added |
| NBC Securities, Inc. | 4,791 | $4.34M | 0.39% | +21+0.4% | Added |
| Keudell/Morrison Wealth Management | 4,820 | $4.36M | 1.28% | −141−2.8% | Reduced |
| Symphony Financial, Ltd. Co. | 4,837 | $4.38M | 0.80% | +1,753+56.8% | Added |
| WSFS Capital Management, LLC | 4,887 | $4.38M | 0.24% | −1,652−25.3% | Reduced |
| Sage Mountain Advisors LLC | 4,862 | $4.40M | 0.41% | +618+14.6% | Added |
| Fort Sheridan Advisors LLC | 4,868 | $4.41M | 0.71% | −19−0.4% | Reduced |
| Woodmont Investment Counsel LLC | 4,872 | $4.41M | 0.36% | +37+0.8% | Added |
| Schulhoff & Co Inc | 4,880 | $4.42M | 1.99% | 00.0% | Unchanged |
| Guardian Wealth Advisors, LLC | 4,885 | $4.42M | 0.52% | +10.0% | Added |
| DGS Capital Management, LLC | 4,889 | $4.43M | 1.24% | +2,314+89.9% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 4,903 | $4.44M | 0.19% | −1,612−24.7% | Reduced |
| Vista Investment Partners LLC | 4,906 | $4.44M | 1.49% | +27+0.6% | Added |
| Freedom Day Solutions, LLC | 4,908 | $4.44M | 1.50% | −148−2.9% | Reduced |
| Andrew Hill Investment Advisors, Inc. | 4,907 | $4.44M | 3.68% | +960+24.3% | Added |
| StoneCrest Wealth Management, Inc. | 4,925 | $4.46M | 3.40% | +3,342+211.1% | Added |