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; 4,643 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
- 3,572
- +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
- 1,330 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 | 4,643 | $942.7B |
| 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 |
|---|---|---|---|---|---|
| Templeton & Phillips Capital Management, LLC | 306 | $277.0K | 0.25% | 00.0% | Unchanged |
| Advance Capital Management, Inc. | 306 | $277.1K | 0.01% | +19+6.6% | Added |
| Bruce G. Allen Investments, LLC | 307 | $278.0K | 0.23% | −53−14.7% | Reduced |
| Noesis Capital Mangement Corp | 307 | $278.0K | 0.06% | −9−2.8% | Reduced |
| American Capital Advisory, LLC | 477 | $278.1K | 0.20% | +307+180.6% | Added |
| Waverton Investment Management Ltd | 307 | $278.2K | 0.01% | −243−44.2% | Reduced |
| Clarity Capital Partners LLC | 308 | $278.9K | 0.17% | −81−20.8% | Reduced |
| Sharp Financial Services, LLC | 310 | $280.7K | 0.24% | 00.0% | Unchanged |
| One Day In July LLC | 310 | $280.7K | 0.03% | +310 | New |
| Rock Point Advisors, LLC | 311 | $281.6K | 0.08% | +311 | New |
| Sterneck Capital Management, LLC | 312 | $282.5K | 0.16% | 00.0% | Unchanged |
| Cornercap Investment Counsel Inc | 313 | $283.0K | 0.05% | +9+3.0% | Added |
| Hoge Financial Services, LLC | 313 | $283.3K | 0.23% | −124−28.4% | Reduced |
| Southland Equity Partners LLC | 313 | $283.4K | 0.08% | −247−44.1% | Reduced |
| Curated Wealth Partners LLC | 313 | $283.4K | 0.04% | +313 | New |
| RS Crum Inc. | 314 | $284.0K | 0.07% | +314 | New |
| Tyler-Stone Wealth Management | 314 | $284.3K | 0.12% | −37−10.5% | Reduced |
| Fort, L.P. | 316 | $286.1K | 0.73% | −194−38.0% | Reduced |
| Evolution Wealth Advisors, LLC | 317 | $287.5K | 0.06% | +14+4.6% | Added |
| MEMBERS Trust Co | 318 | $287.9K | 0.01% | −5−1.5% | Reduced |
| ERTS Wealth Advisors, LLC | 318 | $287.9K | 0.06% | 00.0% | Unchanged |
| Emerald Mutual Fund Advisers Trust | 318 | $287.9K | 0.02% | +106+50.0% | Added |
| Fiduciary Planning LLC | 318 | $287.9K | 0.10% | +318 | New |
| Conrad Siegel Investment Advisors, Inc. | 319 | $288.8K | 0.08% | +22+7.4% | Added |
| Carolinas Wealth Consulting LLC | 320 | $289.2K | 0.06% | +40+14.3% | Added |
| New Harbor Financial Group, LLC | 320 | $289.7K | 0.10% | +320 | New |
| Horizons Wealth Management | 338 | $289.8K | 0.23% | 00.0% | Unchanged |
| Access Financial Services, Inc. | 321 | $290.6K | 0.13% | +321 | New |
| Bell Investment Advisors, Inc | 322 | $291.5K | 0.06% | +14+4.5% | Added |
| tru Independence LLC | 322 | $291.6K | 0.09% | +63+24.3% | Added |
| Syntax Research, Inc. | 323 | $292.4K | 0.23% | 00.0% | Unchanged |
| Family Investment Center, Inc. | 323 | $292.4K | 0.09% | +323 | New |
| TruNorth Capital Management, LLC | 324 | $293.3K | 0.10% | −16−4.7% | Reduced |
| 1858 Wealth Management, LLC | 324 | $293.3K | 0.24% | +324 | New |
| AMJ Financial Wealth Management | 324 | $293.7K | 0.09% | −8−2.4% | Reduced |
| Selective Wealth Management, Inc. | 315 | $293.7K | 0.13% | −16−4.8% | Reduced |
| RFG Holdings, Inc. | 324 | $294.1K | 0.11% | +25+8.4% | Added |
| Cascade Investment Advisors, Inc. | 325 | $294.2K | 0.20% | −35−9.7% | Reduced |
| Moser Wealth Advisors, LLC | 325 | $294.2K | 0.16% | 00.0% | Unchanged |
| Twin Lakes Capital Management, LLC | 325 | $294.2K | 0.20% | 00.0% | Unchanged |
| Nelson Capital Management, LLC | 326 | $295.2K | 0.05% | 00.0% | Unchanged |
| Goepper Burkhardt LLC | 326 | $295.2K | 0.13% | −2−0.6% | Reduced |
| Brown Miller Wealth Management, LLC | 326 | $295.2K | 0.12% | +13+4.2% | Added |
| Courage Miller Partners, LLC | 327 | $296.1K | 0.11% | 00.0% | Unchanged |
| Kiely Wealth Advisory Group, Inc. | 350 | $296.1K | 0.16% | 00.0% | Unchanged |
| One Wealth Advisors, LLC | 333 | $296.9K | 0.06% | +75+29.1% | Added |
| Signal Advisors Wealth, LLC | 328 | $297.0K | 0.65% | −685−67.6% | Reduced |
| James Hambro & Partners | 328 | $297.2K | 0.01% | 00.0% | Unchanged |
| White Pine Capital LLC | 330 | $298.8K | 0.11% | +330 | New |
| Annapolis Financial Services, LLC | 330 | $298.8K | 0.10% | −25−7.0% | Reduced |
| Lorne Steinberg Wealth Management Inc. | 331 | $299.7K | 0.10% | −100−23.2% | Reduced |
| M. Kulyk & Associates, LLC | 331 | $299.7K | 0.07% | −120−26.6% | Reduced |
| Joseph P. Lucia & Associates, LLC | 331 | $299.8K | 0.15% | +30+10.0% | Added |
| Gitterman Wealth Management, LLC | 332 | $300.3K | 0.12% | 00.0% | Unchanged |
| Yarger Wealth Strategies, LLC | 332 | $300.8K | 0.18% | +56+20.3% | Added |
| Hoey Investments, Inc | 333 | $301.5K | 0.06% | +233+233.0% | Added |
| Balanced Rock Investment Advisor | 334 | $302.4K | 0.25% | −28−7.7% | Reduced |
| Trillium Asset Management, LLC | 335 | $303.0K | 0.01% | 00.0% | Unchanged |
| Reuter James Wealth Management, LLC | 335 | $303.3K | 0.22% | +1+0.3% | Added |
| Camarda Financial Advisors, LLC | 335 | $303.3K | 0.12% | +3+0.9% | Added |
| GSG Advisors LLC | 332 | $303.6K | 0.11% | −8−2.4% | Reduced |
| Avenue 1 Advisors, LLC | 336 | $304.2K | 0.12% | −2−0.6% | Reduced |
| AllSquare Wealth Management LLC | 336 | $304.2K | 0.18% | +23+7.3% | Added |
| Core Wealth Partners LLC | 337 | $305.1K | 0.21% | +70+26.2% | Added |
| Capital Planning LLC | 337 | $305.4K | 0.09% | 00.0% | Unchanged |
| Arrien Investments, Inc. | 338 | $306.0K | 0.24% | 00.0% | Unchanged |
| Flynn Zito Capital Management, LLC | 338 | $306.5K | 0.16% | 00.0% | Unchanged |
| Lincoln Capital Corp | 339 | $306.9K | 0.13% | +1+0.3% | Added |
| Saxon Interests, Inc. | 339 | $306.9K | 0.15% | +4+1.2% | Added |
| Am Investment Strategies LLC | 340 | $308.0K | 0.08% | −130−27.7% | Reduced |
| Vista Investment Management | 341 | $308.7K | 0.13% | −2−0.6% | Reduced |
| Capstone Capital Wealth Advisors | 341 | $308.7K | 0.28% | 00.0% | Unchanged |
| Gerber, LLC | 342 | $309.6K | 0.24% | +20+6.2% | Added |
| McMahon Financial Advisors, LLC | 342 | $309.6K | 0.07% | +76+28.6% | Added |
| VanderPol Investments L.L.C. | 343 | $310.5K | 0.94% | +343 | New |
| Gen-Wealth Partners Inc | 344 | $311.5K | 0.15% | +91+36.0% | Added |
| GG Group Ventures, LLC | 343 | $311.5K | 0.43% | +343 | New |
| KFA Private Wealth Group, LLC | 345 | $312.1K | 0.16% | +69+25.0% | Added |
| Planning Directions Inc | 345 | $312.2K | 0.21% | 00.0% | Unchanged |
| Fidelity D & D Bancorp Inc | 345 | $312.4K | 0.24% | 00.0% | Unchanged |
| Unique Wealth, LLC | 347 | $314.1K | 0.08% | +13+3.9% | Added |
| Bogart Wealth, LLC | 347 | $314.3K | 0.02% | +43+14.1% | Added |
| Secured Retirement Advisors, LLC | 348 | $315.1K | 0.25% | +50+16.8% | Added |
| Cannon Financial Strategists, Inc. | 348 | $315.3K | 0.06% | 00.0% | Unchanged |
| Values Added Financial LLC | 349 | $316.0K | 0.23% | +57+19.5% | Added |
| Bank of Nova Scotia Trust Co | 350 | $316.9K | 0.04% | −100−22.2% | Reduced |
| Halpern Financial, Inc. | 350 | $316.9K | 0.09% | −50−12.5% | Reduced |
| Legend Financial Advisors, Inc. | 350 | $316.9K | 0.22% | 00.0% | Unchanged |
| Stordahl Capital Management, Inc. | 350 | $317.0K | 0.08% | 00.0% | Unchanged |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 402 | $317.7K | 0.12% | 00.0% | Unchanged |
| Cornerstone Wealth Advisors, Inc. | 352 | $318.7K | 0.10% | 00.0% | Unchanged |
| Fairview Capital Investment Management, LLC | 353 | $319.6K | 0.02% | 00.0% | Unchanged |
| Kolinsky Wealth Management, LLC | 353 | $319.6K | 0.23% | +95+36.8% | Added |
| Lanham O'Dell & Company, Inc. | 355 | $321.4K | 0.18% | −78−18.0% | Reduced |
| Provenance Wealth Advisors, LLC | 355 | $321.4K | 0.04% | 00.0% | Unchanged |
| Wallace Advisory Group, LLC | 355 | $321.4K | 0.23% | +355 | New |
| Financial Perspectives, Inc | 356 | $322.3K | 0.12% | 00.0% | Unchanged |
| Kaizen Financial Strategies | 408 | $322.4K | 0.20% | +408 | New |
| Granite Bay Wealth Management, LLC | 356 | $323.0K | 0.17% | +356 | New |
| Glass Jacobson Investment Advisors llc | 357 | $323.1K | 0.12% | +27+8.2% | Added |