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 |
|---|---|---|---|---|---|
| Ullmann Financial Group, Inc. | 494 | $447.3K | 0.06% | +76+18.2% | Added |
| Vertex Planning Partners, LLC | 497 | $450.0K | 0.12% | +15+3.1% | Added |
| LMR Partners LLP | 499 | $451.8K | 0.01% | −4,932−90.8% | Reduced |
| JNBA Financial Advisors | 499 | $451.8K | 0.05% | −130−20.7% | Reduced |
| Correct Capital Wealth Management | 499 | $451.8K | 0.11% | 00.0% | Unchanged |
| M Holdings Securities, Inc. | 497 | $452.0K | 0.06% | +497 | New |
| Ithaka Group LLC | 500 | $452.7K | 0.08% | 00.0% | Unchanged |
| BigSur Wealth Management LLC | 500 | $452.7K | 0.14% | 00.0% | Unchanged |
| Taikang Asset Management (Hong Kong) Co Ltd | 500 | $452.7K | 0.07% | +500 | New |
| Martin Capital Partners, LLC | 500 | $453.0K | 0.18% | 00.0% | Unchanged |
| Bank of Stockton | 503 | $455.4K | 0.14% | −47−8.5% | Reduced |
| AIMZ Investment Advisors, LLC | 503 | $455.4K | 0.16% | 00.0% | Unchanged |
| Algert Global LLC | 504 | $456.3K | 0.02% | +110+27.9% | Added |
| Koss-Olinger Consulting, LLC | 505 | $457.0K | 0.04% | −6,120−92.4% | Reduced |
| SPC Financial, Inc. | 506 | $458.4K | 0.04% | −7−1.4% | Reduced |
| Scissortail Wealth Management, LLC | 507 | $459.0K | 0.12% | +58+12.9% | Added |
| Atwood & Palmer Inc | 509 | $460.8K | 0.03% | 00.0% | Unchanged |
| SFE Investment Counsel | 510 | $461.7K | 0.10% | 00.0% | Unchanged |
| Kapstone Financial Advisors LLC | 510 | $461.7K | 0.30% | +45+9.7% | Added |
| Bennett Selby Investments LP | 512 | $463.6K | 0.21% | +25+5.1% | Added |
| Beaird Harris Wealth Management, LLC | 512 | $463.7K | 0.04% | +11+2.2% | Added |
| Gradient Investments LLC | 513 | $464.5K | 0.01% | +112+27.9% | Added |
| Alhambra Investment Partners LLC | 515 | $466.3K | 0.26% | 00.0% | Unchanged |
| Pettinga Financial Advisors, LLC | 515 | $466.3K | 0.12% | +78+17.8% | Added |
| Coston, McIsaac & Partners | 516 | $467.0K | 0.15% | 00.0% | Unchanged |
| McCollum Christoferson Group LLC | 516 | $467.2K | 0.14% | +20+4.0% | Added |
| Old Mission Investment Co LLC | 517 | $468.1K | 0.15% | +25+5.1% | Added |
| Colton Groome Financial Advisors, LLC | 517 | $468.1K | 0.18% | +517 | New |
| CBIZ Investment Advisory Services, LLC | 517 | $468.3K | 0.03% | −100−16.2% | Reduced |
| Arvest Trust Co N A | 518 | $469.0K | 0.03% | −37−6.7% | Reduced |
| TAGStone Capital, Inc. | 518 | $469.0K | 0.27% | +4+0.8% | Added |
| Frazier Financial Advisors, LLC | 519 | $469.6K | 0.37% | −46−8.1% | Reduced |
| Mine & Arao Wealth Creation & Management, LLC. | 519 | $469.9K | 0.23% | 00.0% | Unchanged |
| Southeast Asset Advisors Inc. | 520 | $470.6K | 0.06% | 00.0% | Unchanged |
| FDx Advisors, Inc. | 520 | $471.0K | 0.13% | −8,664−94.3% | Reduced |
| First National Bank | 521 | $471.7K | 0.35% | −85−14.0% | Reduced |
| Manchester Financial Inc | 521 | $472.0K | 0.12% | +28+5.7% | Added |
| San Luis Wealth Advisors LLC | 521 | $472.0K | 0.11% | +521 | New |
| Verus Financial Partners, Inc. | 523 | $473.9K | 0.06% | 00.0% | Unchanged |
| TCWP LLC | 524 | $474.4K | 1.16% | +12+2.3% | Added |
| Hengehold Capital Management LLC | 524 | $474.6K | 0.05% | +62+13.4% | Added |
| High Falls Advisors, Inc | 526 | $476.4K | 0.12% | +35+7.1% | Added |
| Inspirion Wealth Advisors, LLC | 528 | $477.7K | 0.07% | +1+0.2% | Added |
| Barnes Pettey Financial Advisors, LLC | 528 | $478.0K | 0.41% | −60−10.2% | Reduced |
| Francis Financial, Inc. | 529 | $479.3K | 0.15% | +153+40.7% | Added |
| Royal Harbor Partners, LLC | 530 | $479.9K | 0.20% | +530 | New |
| Keener Financial Planning LLC | 534 | $483.0K | 0.32% | 00.0% | Unchanged |
| Elwood & Goetz Wealth Advisory Group, LLC | 534 | $483.5K | 0.14% | 00.0% | Unchanged |
| Colonial River Wealth Management, LLC | 534 | $483.5K | 0.26% | +13+2.5% | Added |
| Operose Advisors LLC | 534 | $483.5K | 0.17% | +125+30.6% | Added |
| Oxinas Partners Wealth Management LLC | 534 | $483.6K | 0.32% | +23+4.5% | Added |
| Atlanta Consulting Group Advisors, LLC | 535 | $484.4K | 0.10% | +66+14.1% | Added |
| Cresta Advisors, Ltd. | 535 | $484.4K | 0.29% | +24+4.7% | Added |
| Warwick Investment Management, Inc. | 539 | $488.0K | 0.11% | +75+16.2% | Added |
| Prestige Wealth Management Group LLC | 539 | $488.0K | 0.11% | −14−2.5% | Reduced |
| Mount Vernon Associates Inc | 540 | $489.0K | 0.43% | −550−50.5% | Reduced |
| Garner Asset Management Corp | 540 | $489.0K | 0.24% | 00.0% | Unchanged |
| waypoint wealth counsel | 541 | $489.8K | 0.37% | +8+1.5% | Added |
| Balanced Wealth Group LLC | 536 | $489.9K | 0.22% | −176−24.7% | Reduced |
| StrongBox Wealth, LLC | 542 | $490.7K | 0.23% | +35+6.9% | Added |
| Planning Alternatives Ltd | 543 | $491.6K | 0.08% | +96+21.5% | Added |
| Element Wealth, LLC | 543 | $492.0K | 0.28% | 00.0% | Unchanged |
| W Advisors, LLC | 545 | $493.4K | 0.32% | +3+0.6% | Added |
| First Bank & Trust | 546 | $494.3K | 0.10% | 00.0% | Unchanged |
| Quantum Private Wealth, LLC | 546 | $494.8K | 0.18% | 00.0% | Unchanged |
| Breed's Hill Capital LLC | 547 | $495.2K | 0.44% | −6−1.1% | Reduced |
| R. W. Roge & Company, Inc. | 550 | $497.0K | 0.28% | 00.0% | Unchanged |
| Abacus Wealth Partners, LLC | 550 | $498.0K | 0.08% | +31+6.0% | Added |
| Laffer Tengler Investments | 550 | $498.0K | 0.11% | +400+266.7% | Added |
| Joule Financial, LLC | 551 | $498.9K | 0.20% | 00.0% | Unchanged |
| Dupree Financial Group, LLC | 551 | $498.9K | 0.23% | 00.0% | Unchanged |
| Marks Group Wealth Management, Inc | 552 | $500.2K | 0.05% | 00.0% | Unchanged |
| Cypress Capital, LLC | 554 | $501.6K | 0.14% | +25+4.7% | Added |
| Braun-Bostich & Associates Inc. | 554 | $501.6K | 0.37% | +71+14.7% | Added |
| Xcel Wealth Management, LLC | 555 | $502.5K | 0.16% | +20+3.7% | Added |
| CCG Wealth Management, LLC | 556 | $503.4K | 0.28% | +226+68.5% | Added |
| NSI Retail Advisors, LLC | 557 | $504.0K | 0.09% | 00.0% | Unchanged |
| MBA Advisors LLC | 557 | $504.3K | 0.26% | −33−5.6% | Reduced |
| Princeton Global Asset Management LLC | 558 | $505.1K | 0.11% | 00.0% | Unchanged |
| KFG Wealth Management, LLC | 558 | $505.3K | 0.20% | +50+9.8% | Added |
| Private Wealth Advisors | 553 | $505.5K | 0.22% | +1+0.2% | Added |
| Significant Wealth Partners LLC | 559 | $506.2K | 0.28% | +101+22.1% | Added |
| Dunhill Financial, LLC | 559 | $506.3K | 0.31% | −284−33.7% | Reduced |
| Planning Center, Inc. | 560 | $507.0K | 0.07% | 00.0% | Unchanged |
| Madison Park Capital Advisors, LLC | 560 | $507.2K | 0.42% | +22+4.1% | Added |
| First PREMIER Bank | 561 | $508.0K | 0.14% | +5+0.9% | Added |
| Brevan Howard Capital Management LP | 562 | $508.8K | 0.03% | +562 | New |
| Cadent Capital Advisors, LLC | 564 | $510.8K | 0.21% | +76+15.6% | Added |
| Vanguard Capital Wealth Advisors | 565 | $511.5K | 0.35% | 00.0% | Unchanged |
| Sentinel Pension Advisors Inc | 565 | $511.5K | 0.11% | 00.0% | Unchanged |
| GR Financial Group, LLC | 566 | $512.3K | 0.11% | +1+0.2% | Added |
| Hamilton Wealth, LLC | 566 | $512.4K | 0.14% | −3−0.5% | Reduced |
| Jackson Thornton Asset Management, LLC | 567 | $513.4K | 0.08% | +7+1.3% | Added |
| BetterWealth, LLC | 568 | $514.1K | 0.16% | 00.0% | Unchanged |
| Twin Focus Capital Partners, LLC | 568 | $514.3K | 0.08% | −50−8.1% | Reduced |
| Fairscale Capital, LLC | 547 | $515.1K | 0.46% | +547 | New |
| Echo45 Advisors LLC | 569 | $515.2K | 0.36% | −82−12.6% | Reduced |
| Luken Investment Analytics, LLC | 570 | $516.1K | 0.26% | 00.0% | Unchanged |
| Acorn Wealth Advisors, LLC | 572 | $517.7K | 0.26% | +6+1.1% | Added |
| Plum Street Advisors, LLC | 572 | $517.9K | 0.30% | −650−53.2% | Reduced |