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 |
|---|---|---|---|---|---|
| Clear Harbor Asset Management, LLC | 573 | $518.8K | 0.05% | −26−4.3% | Reduced |
| Granite Harbor Advisors, Inc. | 574 | $519.7K | 0.33% | −4−0.7% | Reduced |
| Pacific Capital Wealth Advisors, Inc | 574 | $519.7K | 0.09% | +137+31.4% | Added |
| Strategic Financial Services, Inc, | 575 | $520.6K | 0.03% | +575 | New |
| Ruggaard & Associates LLC | 576 | $521.5K | 0.24% | +9+1.6% | Added |
| Karpas Strategies, LLC | 577 | $522.0K | 0.16% | 00.0% | Unchanged |
| Global Assets Advisory, LLC | 577 | $522.4K | 0.83% | −417,726−99.9% | Reduced |
| Cheviot Value Management, LLC | 579 | $524.2K | 0.10% | +5+0.9% | Added |
| BluePath Capital Management, LLC | 579 | $524.3K | 0.37% | −28−4.6% | Reduced |
| Foguth Wealth Management, LLC. | 582 | $527.0K | 0.23% | −38−6.1% | Reduced |
| jvl associates llc | 584 | $528.7K | 0.21% | +6+1.0% | Added |
| Callan Family Office, LLC | 585 | $529.6K | 0.10% | +294+101.0% | Added |
| Brandywine Managers, LLC | 588 | $532.4K | 0.56% | +588 | New |
| GSB Wealth Management, LLC | 589 | $533.7K | 0.15% | −134−18.5% | Reduced |
| Stamos Capital Partners, L.P. | 590 | $534.2K | 0.11% | −50−7.8% | Reduced |
| Dark Forest Capital Management LP | 590 | $534.2K | 0.10% | +590 | New |
| Cascade Investment Group, Inc. | 591 | $535.1K | 0.42% | −200−25.3% | Reduced |
| FMFE Wealth Management, LLC | 591 | $535.1K | 0.50% | −100−14.5% | Reduced |
| Weaver Consulting Group | 591 | $535.1K | 0.19% | −20−3.3% | Reduced |
| Altus Wealth Group LLC | 593 | $536.9K | 0.27% | −21−3.4% | Reduced |
| Franklin, Parlapiano, Turner & Welch, LLC | 594 | $537.8K | 0.15% | 00.0% | Unchanged |
| Compton Financial Group, LLC | 594 | $537.8K | 0.17% | 00.0% | Unchanged |
| Resurgent Financial Advisors LLC | 594 | $537.8K | 0.33% | −66−10.0% | Reduced |
| Paladin Advisory Group, LLC | 590 | $539.5K | 0.42% | 00.0% | Unchanged |
| Delap Wealth Advisory, LLC | 596 | $539.6K | 0.25% | −1,205−66.9% | Reduced |
| Red Wave Investments LLC | 597 | $540.5K | 0.20% | 00.0% | Unchanged |
| Pring Turner Capital Group Inc | 598 | $541.4K | 0.38% | −50−7.7% | Reduced |
| AJOVista, LLC | 598 | $541.4K | 1.56% | +89+17.5% | Added |
| Penserra Capital Management LLC | 599 | $543.0K | 0.01% | +521+667.9% | Added |
| Central Asset Investments & Management Holdings (HK) Ltd | 600 | $543.2K | 0.36% | 00.0% | Unchanged |
| General Partner, Inc. | 600 | $543.2K | 0.35% | 00.0% | Unchanged |
| Websterrogers Financial Advisors, LLC | 600 | $543.2K | 0.19% | 00.0% | Unchanged |
| Financial Freedom, LLC | 601 | $543.8K | 0.31% | +57+10.5% | Added |
| Farmers & Merchants Trust Co of Chambersburg PA | 601 | $544.0K | 0.22% | 00.0% | Unchanged |
| MBE Wealth Management, LLC | 601 | $544.1K | 0.33% | −1,003−62.5% | Reduced |
| Midwest Heritage Bank, FSB | 601 | $544.1K | 0.27% | 00.0% | Unchanged |
| TPG Advisors LLC | 601 | $544.1K | 0.46% | +601 | New |
| Apexium Financial, LP | 602 | $545.1K | 0.04% | +20+3.4% | Added |
| XTX Topco Ltd | 603 | $545.9K | 0.05% | +603 | New |
| Beese Fulmer Investment Management, Inc. | 604 | $546.9K | 0.05% | +20+3.4% | Added |
| Wharton Business Group, LLC | 605 | $548.0K | 0.03% | +30+5.2% | Added |
| Willner & Heller, LLC | 608 | $550.0K | 0.53% | −51−7.7% | Reduced |
| Mayport, LLC | 609 | $551.4K | 0.20% | 00.0% | Unchanged |
| Madison Wealth Partners, Inc | 610 | $551.9K | 0.19% | +10+1.7% | Added |
| McDonough Capital Management, Inc | 611 | $553.2K | 0.40% | +14+2.3% | Added |
| Ambassador Advisors, LLC | 612 | $554.1K | 0.10% | −13−2.1% | Reduced |
| Peninsula Wealth, LLC | 585 | $554.4K | 0.10% | +11+1.9% | Added |
| Carmel Capital Partners, LLC | 613 | $555.2K | 0.23% | +4+0.7% | Added |
| Lockerman Financial Group, Inc. | 614 | $555.6K | 1.01% | −1−0.2% | Reduced |
| Triad Wealth Partners, LLC | 614 | $556.0K | 0.29% | +205+50.1% | Added |
| Northeast Financial Group, Inc. | 614 | $556.2K | 0.24% | +3+0.5% | Added |
| Verdad Advisers, LP | 615 | $556.8K | 0.64% | −222−26.5% | Reduced |
| Roberts Glore & Co Inc | 615 | $556.8K | 0.17% | −10−1.6% | Reduced |
| Tillman Hartley LLC | 618 | $559.5K | 0.19% | 00.0% | Unchanged |
| Contravisory Investment Management, Inc. | 620 | $561.3K | 0.12% | −24−3.7% | Reduced |
| Trust Co of the South | 620 | $561.3K | 0.13% | 00.0% | Unchanged |
| KilterHowling LLC | 622 | $563.5K | 0.38% | 00.0% | Unchanged |
| Strata Wealth Advisors, LLC | 623 | $564.1K | 0.19% | −711−53.3% | Reduced |
| Investment Advisory Group, LLC | 624 | $565.4K | 0.22% | +1+0.2% | Added |
| Crescent Sterling, Ltd. | 625 | $565.9K | 0.54% | −124−16.6% | Reduced |
| SNS Financial Group, LLC | 625 | $565.9K | 0.06% | +133+27.0% | Added |
| Covestor Ltd | 624 | $566.0K | 0.37% | +328+110.8% | Added |
| Masso Torrence Wealth Management Inc. | 625 | $566.2K | 0.31% | +13+2.1% | Added |
| JFS Wealth Advisors, LLC | 626 | $566.8K | 0.04% | −32−4.9% | Reduced |
| Lansing Street Advisors | 627 | $567.7K | 0.24% | +41+7.0% | Added |
| Global Wealth Strategies & Associates | 627 | $567.7K | 0.20% | +14+2.3% | Added |
| Legacy Capital Wealth Partners, LLC | 628 | $568.2K | 0.14% | −7,828−92.6% | Reduced |
| New Jersey Better Educational Savings Trust | 629 | $569.5K | 1.14% | −1,279−67.0% | Reduced |
| Goldstein Advisors, LLC | 630 | $570.4K | 0.10% | −21−3.2% | Reduced |
| Trust Co of Oklahoma | 630 | $570.4K | 0.20% | −1−0.2% | Reduced |
| Ergawealth Advisors, Inc. | 631 | $571.2K | 0.31% | −4−0.6% | Reduced |
| Riverview Trust Co | 632 | $572.2K | 0.54% | −1,945−75.5% | Reduced |
| Triune Financial Partners, LLC | 633 | $572.9K | 0.20% | −1−0.2% | Reduced |
| Reston Wealth Management LLC | 633 | $573.1K | 0.23% | −2−0.3% | Reduced |
| Victory Financial Group, LLC | 635 | $574.9K | 0.27% | +208+48.7% | Added |
| Emerald Advisors, LLC | 635 | $574.9K | 0.09% | 00.0% | Unchanged |
| Napa Wealth Management | 636 | $575.8K | 0.39% | +636 | New |
| Wellspring Financial Advisors, LLC | 636 | $576.0K | 0.08% | +244+62.2% | Added |
| Security National Bank of So Dak | 638 | $577.6K | 0.35% | 00.0% | Unchanged |
| Altiora Financial Group, LLC | 638 | $577.6K | 0.14% | +41+6.9% | Added |
| Wilson & Boucher Capital Management, LLC | 639 | $578.1K | 0.44% | +262+69.5% | Added |
| Community Bank & Trust, Waco, Texas | 640 | $579.0K | 0.14% | −130−16.9% | Reduced |
| Shelton Wealth Management, LLC | 644 | $583.1K | 0.35% | +73+12.8% | Added |
| Gibbs Wealth Management | 644 | $583.1K | 0.24% | +277+75.5% | Added |
| GFS Advisors, LLC | 250 | $584.0K | 0.10% | −383−60.5% | Reduced |
| Cardinal Strategic Wealth Guidance | 646 | $584.9K | 0.21% | −105−14.0% | Reduced |
| Silver Oak Advisory Group, Inc. | 647 | $585.0K | 0.32% | 00.0% | Unchanged |
| Arkfeld Wealth Strategies, L.L.C. | 638 | $585.2K | 0.30% | +1+0.2% | Added |
| Green Square Capital Advisors LLC | 647 | $585.6K | 0.08% | −148−18.6% | Reduced |
| Center For Asset Management LLC | 647 | $585.9K | 0.39% | +1+0.2% | Added |
| IMZ Advisory Inc | 649 | $587.1K | 0.29% | +1+0.2% | Added |
| Private Management Group Inc | 649 | $587.6K | 0.02% | +67+11.5% | Added |
| Willis Johnson & Associates, Inc. | 649 | $587.6K | 0.05% | +118+22.2% | Added |
| Howard Wealth Management, LLC | 649 | $588.0K | 0.46% | 00.0% | Unchanged |
| Montgomery Investment Management Inc | 650 | $588.5K | 0.23% | 00.0% | Unchanged |
| ZRC Wealth Management, LLC | 650 | $588.5K | 0.28% | 00.0% | Unchanged |
| Seaside Wealth Management, Inc. | 650 | $588.5K | 0.24% | +650 | New |
| Nicollet Investment Management, Inc. | 653 | $591.0K | 0.22% | −27−4.0% | Reduced |
| LRT Capital Management, LLC | 653 | $591.2K | 0.56% | −297−31.3% | Reduced |
| Walker Asset Management, LLC | 654 | $592.1K | 0.40% | −49−7.0% | Reduced |