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 |
|---|---|---|---|---|---|
| Howard Capital Management Group, LLC | 656 | $593.9K | 0.04% | −75−10.3% | Reduced |
| Mach-1 Financial Group, Inc. | 651 | $593.9K | 0.42% | +69+11.9% | Added |
| Sovereign Financial Group, Inc. | 658 | $595.8K | 0.15% | −13−1.9% | Reduced |
| Peterson Wealth Advisors, LLC | 660 | $597.6K | 0.13% | +10+1.5% | Added |
| Applied Finance Capital Management, LLC | 660 | $597.6K | 0.03% | +143+27.7% | Added |
| Rosenberg Matthew Hamilton | 654 | $598.0K | 0.18% | −13−1.9% | Reduced |
| Powell Investment Advisors, LLC | 663 | $600.3K | 0.31% | +24+3.8% | Added |
| Gould Asset Management LLC | 663 | $600.3K | 0.14% | +39+6.3% | Added |
| Sterling Investment Advisors, Ltd. | 664 | $601.2K | 0.16% | −10−1.5% | Reduced |
| Triumph Capital Management | 665 | $602.1K | 0.24% | −101−13.2% | Reduced |
| Vantage Financial Partners Ltd., Inc. | 665 | $602.1K | 0.15% | 00.0% | Unchanged |
| Voisard Asset Management Group, Inc. | 666 | $602.7K | 0.29% | +31+4.9% | Added |
| Shoker Investment Counsel, Inc. | 666 | $603.1K | 0.21% | −74−10.0% | Reduced |
| Auxier Asset Management | 669 | $605.7K | 0.10% | −31−4.4% | Reduced |
| Demars Financial Group, LLC | 669 | $605.7K | 0.29% | −88−11.6% | Reduced |
| DT Investment Partners, LLC | 670 | $606.6K | 0.05% | +16+2.4% | Added |
| Somerset Trust Co | 670 | $606.6K | 0.25% | +97+16.9% | Added |
| Rebalance, LLC | 671 | $607.5K | 0.05% | +8+1.2% | Added |
| GenTrust, LLC | 675 | $611.1K | 0.03% | 00.0% | Unchanged |
| Meridian Wealth Partners, LLC | 677 | $612.8K | 0.11% | −45−6.2% | Reduced |
| Lakeside Advisors, INC. | 677 | $612.9K | 0.40% | 00.0% | Unchanged |
| Bordeaux Wealth Advisors LLC | 677 | $612.9K | 0.12% | +27+4.2% | Added |
| Independent Wealth Network Inc. | 678 | $613.8K | 0.29% | +215+46.4% | Added |
| Hart & Patterson Financial Group LLC | 679 | $614.8K | 0.30% | +13+2.0% | Added |
| Spreng Capital Management, Inc. | 679 | $614.8K | 0.32% | +28+4.3% | Added |
| Acorns Advisers, LLC | 679 | $615.0K | 0.01% | +208+44.2% | Added |
| Crumly & Associates Inc. | 680 | $615.7K | 0.18% | −177−20.7% | Reduced |
| Karpus Management, Inc. | 680 | $615.7K | 0.02% | 00.0% | Unchanged |
| MinichMacGregor Wealth Management, LLC | 684 | $619.3K | 0.15% | +2+0.3% | Added |
| Allen Capital Group, LLC | 688 | $622.9K | 0.09% | +117+20.5% | Added |
| Advantage Trust Co | 690 | $624.7K | 0.45% | −14−2.0% | Reduced |
| Jackson Creek Investment Advisors LLC | 690 | $625.0K | 0.23% | −65−8.6% | Reduced |
| Chemistry Wealth Management LLC | 691 | $625.6K | 0.16% | +141+25.6% | Added |
| Fountainhead AM, LLC | 691 | $625.8K | 0.15% | +691 | New |
| Capstone Financial Advisors, Inc. | 692 | $626.1K | 0.04% | +64+10.2% | Added |
| Avion Wealth | 693 | $627.0K | 0.17% | +18+2.7% | Added |
| Kaye Capital Management | 693 | $627.1K | 0.26% | +3+0.4% | Added |
| Tandem Wealth Advisors LLC | 693 | $627.4K | 0.34% | −5−0.7% | Reduced |
| Walled Lake Planning & Wealth Management, LLC | 695 | $629.6K | 0.26% | +20+3.0% | Added |
| Austin Private Wealth, LLC | 696 | $630.1K | 0.07% | −95−12.0% | Reduced |
| Paragon Private Wealth Management, LLC | 697 | $631.0K | 0.36% | −297−29.9% | Reduced |
| Ransom Advisory, Ltd | 697 | $631.0K | 0.32% | −44−5.9% | Reduced |
| TL Private Wealth | 671 | $631.7K | 0.29% | 00.0% | Unchanged |
| J.Safra Asset Management Corp | 698 | $632.0K | 0.06% | +381+120.2% | Added |
| Hoertkorn Richard Charles | 700 | $633.8K | 0.28% | 00.0% | Unchanged |
| Next Level Private LLC | 700 | $634.1K | 0.29% | +4+0.6% | Added |
| Knightsbridge Asset Management, LLC | 700 | $634.2K | 0.16% | +4+0.6% | Added |
| M3 Advisory Group, LLC | 702 | $635.3K | 0.52% | +145+26.0% | Added |
| Focused Wealth Management, Inc | 702 | $635.6K | 0.09% | −15−2.1% | Reduced |
| Octavia Wealth Advisors, LLC | 703 | $636.4K | 0.09% | +4+0.6% | Added |
| Cowa, LLC | 703 | $636.5K | 0.34% | 00.0% | Unchanged |
| Headinvest, LLC | 703 | $636.5K | 0.13% | +29+4.3% | Added |
| Rise Advisors, LLC | 703 | $636.6K | 0.34% | −57−7.5% | Reduced |
| Eaton-Cambridge Inc. | 705 | $638.3K | 0.33% | +9+1.3% | Added |
| Howe & Rusling Inc | 705 | $638.6K | 0.06% | +74+11.7% | Added |
| New Hampshire Trust | 709 | $641.9K | 0.15% | −5−0.7% | Reduced |
| Legacy Financial Strategies, LLC | 715 | $642.3K | 0.15% | +21+3.0% | Added |
| Embree Financial Group | 711 | $643.3K | 0.12% | −151−17.5% | Reduced |
| Twin Peaks Wealth Advisors, LLC | 712 | $644.8K | 0.32% | −6−0.8% | Reduced |
| Portland Global Advisors LLC | 715 | $647.3K | 0.09% | −129−15.3% | Reduced |
| PAX Financial Group, LLC | 717 | $649.2K | 0.13% | +259+56.6% | Added |
| Index Fund Advisors, Inc. | 717 | $649.4K | 0.04% | +60+9.1% | Added |
| Passive Capital Management, LLC. | 718 | $650.1K | 0.24% | +718 | New |
| Source Financial Advisors LLC | 719 | $651.0K | 0.20% | −29−3.9% | Reduced |
| GGM Financials LLC | 719 | $651.1K | 0.60% | +719 | New |
| Up Strategic Wealth Investment Advisors LLC | 721 | $653.0K | 0.99% | 00.0% | Unchanged |
| BayBridge Capital Group, LLC | 722 | $653.2K | 0.51% | +19+2.7% | Added |
| N.E.W. Advisory Services LLC | 722 | $653.8K | 0.07% | +40+5.9% | Added |
| Aldebaran Financial Inc. | 723 | $654.6K | 0.91% | +110+17.9% | Added |
| Delta Asset Management LLC | 723 | $654.6K | 0.06% | 00.0% | Unchanged |
| Fiduciary Alliance LLC | 723 | $655.6K | 0.11% | +416+135.5% | Added |
| Florida Financial Advisors, LLC | 1,142 | $659.9K | 0.40% | +143+14.3% | Added |
| Equita Financial Network, Inc. | 729 | $660.0K | 0.28% | +71+10.8% | Added |
| Lakewood Asset Management LLC | 729 | $660.4K | 0.46% | 00.0% | Unchanged |
| Verum Partners LLC | 731 | $662.1K | 0.21% | +11+1.5% | Added |
| Monticello Wealth Management, LLC | 733 | $663.9K | 0.06% | +19+2.7% | Added |
| National Philanthropic Trust | 735 | $665.5K | 0.01% | −161−18.0% | Reduced |
| Middleton & Co Inc | 736 | $666.4K | 0.08% | 00.0% | Unchanged |
| Ssi Investment Management LLC | 736 | $666.4K | 0.05% | 00.0% | Unchanged |
| Taylor Hoffman Wealth Management | 729 | $666.6K | 0.27% | +100+15.9% | Added |
| Cherrydale Wealth Management, LLC | 737 | $667.0K | 0.29% | +67+10.0% | Added |
| Canvas Wealth Advisors, LLC | 847 | $669.3K | 0.21% | +8+1.0% | Added |
| Moody Aldrich Partners LLC | 742 | $671.8K | 0.13% | −579−43.8% | Reduced |
| Scott Capital Advisors, LLC | 721 | $672.4K | 0.20% | +70+10.8% | Added |
| Hexagon Capital Partners LLC | 744 | $672.9K | 0.15% | +24+3.3% | Added |
| Menard Financial Group LLC | 744 | $673.6K | 0.48% | +28+3.9% | Added |
| Consilio Wealth Advisors, LLC | 744 | $673.9K | 0.30% | +19+2.6% | Added |
| Sunpointe, LLC | 745 | $674.5K | 0.44% | +82+12.4% | Added |
| Capital Investment Counsel, Inc | 745 | $674.5K | 0.10% | +142+23.5% | Added |
| Falcon Wealth Planning | 745 | $674.8K | 0.09% | +70+10.4% | Added |
| Montag & Caldwell, LLC | 746 | $675.4K | 0.14% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 748 | $677.2K | 0.38% | +78+11.6% | Added |
| Alpine Woods Capital Investors, LLC | 750 | $679.0K | 0.10% | 00.0% | Unchanged |
| Horan Capital Advisors, LLC. | 750 | $679.0K | 0.24% | 00.0% | Unchanged |
| Members Wealth LLC | 873 | $679.3K | 0.46% | +873 | New |
| BIP Wealth, LLC | 751 | $680.0K | 0.06% | −194−20.5% | Reduced |
| Vestia Personal Wealth Advisors | 754 | $683.0K | 0.73% | +754 | New |
| SOL Capital Management CO | 755 | $684.0K | 0.08% | +335+79.8% | Added |
| Compton Wealth Advisory Group, LLC | 758 | $686.3K | 0.18% | +54+7.7% | Added |
| Benin Management CORP | 759 | $687.2K | 0.21% | 00.0% | Unchanged |