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 $942.8B 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 | 4,644 | $942.8B |
| 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 |
|---|---|---|---|---|---|
| Acima Private Wealth, LLC | 357 | $323.2K | 0.12% | −69−16.2% | Reduced |
| Advanced Asset Management Advisors Inc | 358 | $324.1K | 0.09% | −43−10.7% | Reduced |
| HFG Advisors, Inc. | 359 | $325.0K | 0.30% | −175−32.8% | Reduced |
| Blue Square Asset Management, LLC | 360 | $325.9K | 0.19% | 00.0% | Unchanged |
| Sterling Financial Group, Inc. | 361 | $326.8K | 0.15% | 00.0% | Unchanged |
| Sax Wealth Advisors, LLC | 361 | $326.8K | 0.03% | +361 | New |
| B & T Capital Management DBA Alpha Capital Management | 362 | $327.7K | 0.06% | +362 | New |
| RWC Asset Management LLP | 362 | $327.7K | 0.02% | +362 | New |
| Modus Advisors, LLC | 362 | $327.7K | 0.12% | +18+5.2% | Added |
| Golden Road Advisors LLC | 352 | $328.2K | 0.27% | +10+2.9% | Added |
| Disciplined Investments, LLC | 363 | $328.7K | 0.17% | −15−4.0% | Reduced |
| REDW Wealth LLC | 363 | $328.8K | 0.09% | 00.0% | Unchanged |
| FMA Wealth Management, LLC | 365 | $330.5K | 0.27% | −100−21.5% | Reduced |
| Guerra Pan Advisors, LLC | 365 | $330.5K | 0.28% | +365 | New |
| Wall Street Access Asset Management, LLC | 366 | $331.4K | 0.14% | −10−2.7% | Reduced |
| D.B. Root & Company, LLC | 367 | $332.3K | 0.11% | +367 | New |
| Burkett Financial Services, LLC | 367 | $332.7K | 0.17% | −39−9.6% | Reduced |
| Slagle Financial, LLC | 368 | $332.8K | 0.17% | +5+1.4% | Added |
| Lutz Financial Services LLC | 368 | $333.2K | 0.03% | 00.0% | Unchanged |
| Dash Acquisitions Inc. | 368 | $333.5K | 0.09% | −5−1.3% | Reduced |
| West Bancorporation Inc | 369 | $334.1K | 0.25% | −2−0.5% | Reduced |
| Cornerstone Management, Inc. | 369 | $334.4K | 0.07% | 00.0% | Unchanged |
| Valued Retirements, Inc. | 371 | $335.5K | 0.51% | 00.0% | Unchanged |
| Meredith Wealth Planning | 371 | $335.6K | 0.18% | +1+0.3% | Added |
| Arq Wealth Advisors, LLC | 372 | $336.8K | 0.15% | +81+27.8% | Added |
| Tennessee Valley Asset Management Partners | 373 | $338.0K | 0.06% | +75+25.2% | Added |
| IPG Investment Advisors LLC | 375 | $339.5K | 0.07% | −82−17.9% | Reduced |
| Planning Capital Management Corp | 375 | $339.5K | 0.24% | 00.0% | Unchanged |
| PFS Partners, LLC | 375 | $339.7K | 0.21% | 00.0% | Unchanged |
| MAS Advisors LLC | 376 | $340.4K | 0.81% | +14+3.9% | Added |
| Landaas & Co | 377 | $341.0K | 0.10% | 00.0% | Unchanged |
| Quad-Cities Investment Group, LLC | 378 | $342.1K | 0.19% | +1+0.3% | Added |
| Meridian Financial, LLC | 378 | $342.2K | 0.25% | −40−9.6% | Reduced |
| Oxford Asset Management LLP | 378 | $342.2K | 0.34% | +378 | New |
| Level Financial Advisors, Inc. | 378 | $342.4K | 0.15% | 00.0% | Unchanged |
| Fielder Capital Group LLC | 379 | $342.7K | 0.13% | +1+0.3% | Added |
| Leonard Rickey Investment Advisors P.L.L.C. | 379 | $343.1K | 0.08% | +67+21.5% | Added |
| Wick Capital Partners, LLC | 380 | $343.8K | 0.12% | +380 | New |
| Clark Financial Services Group Inc | 381 | $345.0K | 0.36% | 00.0% | Unchanged |
| Parkside Advisors LLC | 382 | $345.9K | 0.09% | 00.0% | Unchanged |
| Peak Asset Management, LLC | 383 | $346.8K | 0.07% | 00.0% | Unchanged |
| Mountain Pacific Investment Advisers Inc | 385 | $348.6K | 0.03% | 00.0% | Unchanged |
| Helen Stephens Group, LLC | 385 | $348.6K | 0.12% | +1+0.3% | Added |
| Kooman & Associates | 386 | $349.5K | 0.14% | −18−4.5% | Reduced |
| Ellsworth Advisors, LLC | 388 | $351.7K | 0.10% | −10−2.5% | Reduced |
| Granite Group Advisors, LLC | 389 | $352.2K | 0.27% | −398−50.6% | Reduced |
| Culbertson A N & Co Inc | 389 | $352.2K | 0.06% | −14−3.5% | Reduced |
| WestHill Financial Advisors, Inc. | 389 | $352.2K | 0.09% | −7−1.8% | Reduced |
| Jessup Wealth Management, Inc | 390 | $353.0K | 0.15% | 00.0% | Unchanged |
| Kohmann Bosshard Financial Services, LLC | 390 | $353.1K | 0.05% | 00.0% | Unchanged |
| Well Done, LLC | 391 | $354.0K | 0.07% | −20−4.9% | Reduced |
| Raffa Wealth Management, LLC | 392 | $354.5K | 0.10% | −6−1.5% | Reduced |
| SilverOak Wealth Management LLC | 394 | $356.7K | 0.09% | +3+0.8% | Added |
| C M Bidwell & Associates Ltd | 395 | $357.6K | 0.24% | 00.0% | Unchanged |
| Werba Rubin Papier Wealth Management | 395 | $357.6K | 0.10% | +395 | New |
| Summit Wealth Partners, LLC | 398 | $360.3K | 0.07% | 00.0% | Unchanged |
| Wagner Wealth Management, LLC | 398 | $360.4K | 0.11% | +398 | New |
| Brown Capital Management LLC | 399 | $361.2K | 0.01% | −25−5.9% | Reduced |
| Iyo Bank, Ltd. | 400 | $362.0K | 0.13% | 00.0% | Unchanged |
| Baker Ellis Asset Management LLC | 400 | $362.2K | 0.05% | −35−8.0% | Reduced |
| American Institute for Advanced Investment Management, LLP | 400 | $362.2K | 0.28% | 00.0% | Unchanged |
| Pine Haven Investment Counsel, Inc | 400 | $362.2K | 0.31% | 00.0% | Unchanged |
| Capital Advisors Wealth Management, LLC | 400 | $362.3K | 0.07% | 00.0% | Unchanged |
| May Barnhard Investments LLC | 400 | $362.6K | 0.19% | 00.0% | Unchanged |
| Whelan Financial | 401 | $363.2K | 0.16% | +20+5.2% | Added |
| Catalyst Private Wealth, LLC | 402 | $364.0K | 0.19% | +402 | New |
| Cardinal Point Capital Management, ULC | 403 | $364.9K | 0.06% | +4+1.0% | Added |
| Cedar Brook Financial Partners, LLC | 404 | $365.8K | 2.75% | −1,144−73.9% | Reduced |
| Augustine Asset Management Inc | 404 | $365.8K | 0.14% | −9−2.2% | Reduced |
| Seldon Capital LP | 404 | $365.8K | 0.20% | 00.0% | Unchanged |
| Invictus Private Wealth, LLC | 405 | $366.7K | 0.03% | −5−1.2% | Reduced |
| Fulcrum Equity Management | 405 | $366.7K | 0.33% | +405 | New |
| Schaper Benz & Wise Investment Counsel Inc | 407 | $368.5K | 0.03% | −10−2.4% | Reduced |
| Summit Wealth Group, LLC | 408 | $369.0K | 0.11% | +408 | New |
| Gordian Capital Singapore Pte Ltd | 409 | $370.3K | 0.21% | −541−56.9% | Reduced |
| Adams Wealth Management | 409 | $370.7K | 0.09% | +60+17.2% | Added |
| CacheTech Inc. | 409 | $370.7K | 0.09% | +409 | New |
| New World Advisors LLC | 410 | $371.2K | 0.10% | −1−0.2% | Reduced |
| Heritage Oak Wealth Advisors LLC | 410 | $371.2K | 0.19% | +410 | New |
| Paces Ferry Wealth Advisors, LLC | 411 | $372.3K | 0.22% | +10+2.5% | Added |
| McGlone Suttner Wealth Management, Inc. | 640 | $372.8K | 0.08% | −54−7.8% | Reduced |
| Peirce Capital Management, LLC | 412 | $373.0K | 0.20% | 00.0% | Unchanged |
| Chemung Canal Trust Co | 413 | $373.9K | 0.07% | −93−18.4% | Reduced |
| Kelly Financial Services LLC | 414 | $374.6K | 0.13% | 00.0% | Unchanged |
| ORBA Wealth Advisors, L.L.C. | 414 | $374.8K | 0.19% | +29+7.5% | Added |
| USAdvisors Wealth Management, LLC | 414 | $375.0K | 0.14% | −52−11.2% | Reduced |
| Ridgewood Investments LLC | 415 | $375.4K | 0.19% | 00.0% | Unchanged |
| Truvestments Capital LLC | 415 | $375.5K | 0.15% | +5+1.2% | Added |
| Capital Management Associates, Inc | 415 | $375.6K | 0.23% | +1+0.2% | Added |
| Vantage Financial Partners, LLC | 415 | $375.8K | 0.10% | +17+4.3% | Added |
| Cassady Schiller Wealth Management, LLC | 416 | $376.6K | 0.15% | 00.0% | Unchanged |
| Baron Wealth Management LLC | 417 | $377.4K | 0.20% | −28−6.3% | Reduced |
| Peak Financial Management, Inc. | 418 | $378.4K | 0.12% | −235−36.0% | Reduced |
| Morton Capital Management LLC | 418 | $378.4K | 0.09% | −24−5.4% | Reduced |
| RMR Capital Management, LLC | 418 | $378.4K | 0.35% | 00.0% | Unchanged |
| BlueChip Wealth Advisors LLC | 418 | $378.7K | 0.22% | +418 | New |
| Krane Funds Advisors LLC | 419 | $379.4K | 0.02% | +419 | New |
| Cypress Point Wealth Management, LLC | 419 | $379.4K | 0.18% | +7+1.7% | Added |
| Global Strategic Investment Solutions, LLC | 420 | $380.2K | 0.05% | −41−8.9% | Reduced |
| One Charles Private Wealth Services, LLC | 420 | $380.3K | 0.16% | 00.0% | Unchanged |