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
- 3,571
- +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
- 1,329 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 |
|---|---|---|---|---|---|
| Cornerstone Wealth Group, LLC | 12,239 | $11.1M | 0.99% | +257+2.1% | Added |
| Centric Wealth Management | 13,737 | $11.1M | 3.18% | −387−2.7% | Reduced |
| Focus Financial Network, Inc. | 12,177 | $11.0M | 0.47% | +5,045+70.7% | Added |
| Essex Savings Bank | 12,155 | $11.0M | 2.96% | −81−0.7% | Reduced |
| Parker Investment Management, LLC | 12,142 | $11.0M | 1.75% | −6,134−33.6% | Reduced |
| Private Trust Co NA | 12,080 | $10.9M | 1.18% | +923+8.3% | Added |
| united american securities inc. (d/b/a uas asset management) | 12,076 | $10.9M | 2.62% | +4,466+58.7% | Added |
| FFG Partners, LLC | 12,031 | $10.9M | 4.57% | −86−0.7% | Reduced |
| Strategic Blueprint, LLC | 12,026 | $10.9M | 0.74% | −131−1.1% | Reduced |
| American Assets Investment Management, LLC | 12,000 | $10.9M | 1.02% | 00.0% | Unchanged |
| AMG National Trust Bank | 11,962 | $10.8M | 0.29% | +341+2.9% | Added |
| Gotham Asset Management, LLC | 11,949 | $10.8M | 0.14% | +2,065+20.9% | Added |
| Covenant Asset Management, LLC | 11,906 | $10.8M | 2.42% | −84−0.7% | Reduced |
| Intrepid Financial Planning Group LLC | 11,896 | $10.8M | 4.62% | +10+0.1% | Added |
| Snider Financial Group | 11,889 | $10.8M | 4.16% | +14+0.1% | Added |
| South State Corp. | 11,883 | $10.8M | 0.79% | −1,563−11.6% | Reduced |
| Nicholas Hoffman & Company, LLC. | 11,880 | $10.8M | 0.50% | −147−1.2% | Reduced |
| TD Private Client Wealth LLC | 11,874 | $10.8M | 0.34% | −4,870−29.1% | Reduced |
| TCW Group Inc | 11,853 | $10.7M | 0.10% | +468+4.1% | Added |
| Atlantic Union Bankshares Corp | 11,810 | $10.7M | 0.67% | +1,701+16.8% | Added |
| Mission Wealth Management, LP | 11,810 | $10.7M | 0.29% | +3,121+35.9% | Added |
| Ibex Wealth Advisors | 11,792 | $10.7M | 1.67% | +5,408+84.7% | Added |
| Teamwork Financial Advisors, LLC | 11,697 | $10.6M | 1.57% | +11,697 | New |
| GAMMA Investing LLC | 11,658 | $10.6M | 1.44% | +4,853+71.3% | Added |
| Herold Advisors, Inc. | 11,656 | $10.6M | 2.44% | +213+1.9% | Added |
| Harvey Investment Co LLC | 11,635 | $10.5M | 1.26% | −430−3.6% | Reduced |
| Bank Ozk | 11,622 | $10.5M | 4.55% | +78+0.7% | Added |
| Rockland Trust Co | 11,591 | $10.5M | 0.55% | +9,011+349.3% | Added |
| WCM Investment Management, LLC | 11,544 | $10.5M | 0.02% | +67+0.6% | Added |
| Daymark Wealth Partners, LLC | 11,558 | $10.5M | 0.48% | +917+8.6% | Added |
| Gladstone Institutional Advisory LLC | 11,510 | $10.4M | 0.54% | +158+1.4% | Added |
| Greenwood Capital Associates LLC | 11,509 | $10.4M | 1.37% | −636−5.2% | Reduced |
| Brighton Jones LLC | 11,497 | $10.4M | 0.34% | +49+0.4% | Added |
| Park National Corp | 11,492 | $10.4M | 0.38% | −259−2.2% | Reduced |
| Strategic Wealth Partners, Ltd. | 11,487 | $10.4M | 1.09% | +774+7.2% | Added |
| Osterweis Capital Management Inc | 11,485 | $10.4M | 0.54% | −713−5.8% | Reduced |
| M&G Plc | 11,435 | $10.3M | 0.06% | 00.0% | Unchanged |
| Petredis Investment Advisors LLC | 11,413 | $10.3M | 1.16% | +40+0.4% | Added |
| Simplify Asset Management Inc. | 11,412 | $10.3M | 0.91% | +3,371+41.9% | Added |
| Nilsine Partners, LLC | 11,394 | $10.3M | 1.38% | +17+0.1% | Added |
| Bridges Investment Management Inc | 11,361 | $10.3M | 0.16% | +1,436+14.5% | Added |
| Central Pacific Bank - Trust Division | 11,340 | $10.3M | 1.22% | −749−6.2% | Reduced |
| Cyndeo Wealth Partners, LLC | 11,330 | $10.3M | 0.80% | +366+3.3% | Added |
| IFP Advisors, Inc | 11,323 | $10.3M | 0.41% | +606+5.7% | Added |
| Stelac Advisory Services LLC | 11,311 | $10.2M | 4.30% | 00.0% | Unchanged |
| Symmetry Partners, LLC | 11,272 | $10.2M | 0.53% | −3,922−25.8% | Reduced |
| Integrated Advisors Network LLC | 11,260 | $10.2M | 0.53% | −130−1.1% | Reduced |
| Quadrant Capital Group LLC | 11,183 | $10.1M | 0.75% | +313+2.9% | Added |
| Evexia Wealth LLC | 11,671 | $10.1M | 3.79% | −275−2.3% | Reduced |
| LMCG Investments, LLC | 11,148 | $10.1M | 0.59% | −331−2.9% | Reduced |
| Ogorek Anthony Joseph | 11,146 | $10.1M | 3.51% | −24−0.2% | Reduced |
| Syon Capital LLC | 11,135 | $10.1M | 0.93% | −15−0.1% | Reduced |
| Sandler Capital Management | 11,121 | $10.1M | 1.98% | +780+7.5% | Added |
| Moneta Group Investment Advisors LLC | 11,040 | $10.0M | 0.16% | −2,607−19.1% | Reduced |
| Bragg Financial Advisors, Inc | 11,024 | $9.98M | 0.45% | +906+9.0% | Added |
| Kingfisher Capital LLC | 11,018 | $9.97M | 2.33% | −16−0.1% | Reduced |
| First National Advisers, LLC | 10,991 | $9.95M | 1.82% | −1,008−8.4% | Reduced |
| Checchi Capital Advisers, LLC | 10,977 | $9.94M | 0.79% | +111+1.0% | Added |
| Shepherd Financial Partners LLC | 10,932 | $9.90M | 1.28% | +39+0.4% | Added |
| Knollwood Investment Advisory, LLC | 10,921 | $9.89M | 1.10% | +2,191+25.1% | Added |
| Ascent Group, LLC | 10,917 | $9.88M | 0.80% | −400−3.5% | Reduced |
| Morse Asset Management, Inc | 10,910 | $9.88M | 2.40% | −229−2.1% | Reduced |
| WealthTrust Axiom LLC | 10,891 | $9.86M | 3.27% | −162−1.5% | Reduced |
| Verition Fund Management LLC | 10,874 | $9.85M | 0.08% | −1,499−12.1% | Reduced |
| Blue Fin Capital, Inc. | 10,850 | $9.82M | 1.96% | +100+0.9% | Added |
| NBT Bank N A | 10,812 | $9.79M | 0.70% | +1,084+11.1% | Added |
| MTM Investment Management, LLC | 10,794 | $9.77M | 4.00% | −249−2.3% | Reduced |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 10,772 | $9.75M | 4.03% | −223−2.0% | Reduced |
| Lake Street Advisors Group, LLC | 10,736 | $9.72M | 0.47% | −200−1.8% | Reduced |
| GM Advisory Group, Inc. | 10,705 | $9.69M | 0.63% | +89+0.8% | Added |
| Alley Investment Management Company, LLC | 10,686 | $9.67M | 1.32% | +63+0.6% | Added |
| Fox Hill Wealth Management | 10,646 | $9.64M | 5.90% | +106+1.0% | Added |
| Heritage Wealth Management, Inc. | 10,477 | $9.58M | 3.21% | +10,477 | New |
| Red Cedar Investment Management, LLC | 10,576 | $9.58M | 1.31% | −973−8.4% | Reduced |
| Conning Inc. | 10,574 | $9.57M | 0.34% | −878−7.7% | Reduced |
| Signet Financial Management, LLC | 10,547 | $9.55M | 1.29% | −88−0.8% | Reduced |
| Waters Parkerson & Co., LLC | 10,505 | $9.51M | 0.51% | −306−2.8% | Reduced |
| Burke & Herbert Bank & Trust Co | 10,489 | $9.50M | 2.31% | +10,129+2,813.6% | Added |
| Claudia M.P. Batlle, CRP (R) LLC | 10,487 | $9.49M | 2.86% | +10,487 | New |
| Cavalier Investments, LLC | 10,466 | $9.48M | 2.92% | +5,225+99.7% | Added |
| Boston Common Asset Management, LLC | 10,457 | $9.47M | 0.24% | +600+6.1% | Added |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 10,432 | $9.45M | 2.94% | +10,432 | New |
| Harbor Investment Advisory, LLC | 10,400 | $9.42M | 0.98% | +55+0.5% | Added |
| First National Bank of Mount Dora, Trust Investment Services | 10,389 | $9.41M | 2.27% | −193−1.8% | Reduced |
| Roman Butler Fullerton & Co | 9,905 | $9.31M | 3.01% | +64+0.7% | Added |
| Evergreen Capital Management LLC | 10,193 | $9.23M | 0.33% | +263+2.6% | Added |
| Aull & Monroe Investment Management Corp | 10,192 | $9.23M | 4.52% | −190−1.8% | Reduced |
| Vestmark Advisory Solutions, Inc. | 10,087 | $9.13M | 0.38% | −811−7.4% | Reduced |
| Tower View Investment Management & Research LLC | 10,078 | $9.12M | 5.24% | −22−0.2% | Reduced |
| Clarkston Capital Partners, LLC | 10,075 | $9.12M | 0.17% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 10,031 | $9.08M | 0.28% | +431+4.5% | Added |
| Cidel Asset Management Inc | 10,022 | $9.07M | 0.70% | +9,378+1,456.2% | Added |
| Avalon Global Asset Management LLC | 10,000 | $9.05M | 2.68% | 00.0% | Unchanged |
| Integral Health Asset Management, LLC | 10,000 | $9.05M | 0.90% | −2,000−16.7% | Reduced |
| Wealth High Governance Capital Ltda | 10,000 | $9.05M | 2.25% | +10,000 | New |
| Buckingham Capital Management, Inc. | 10,000 | $9.05M | 1.08% | −740−6.9% | Reduced |
| Kampmann Melissa S. | 9,986 | $9.04M | 6.60% | −889−8.2% | Reduced |
| Montecito Bank & Trust | 9,965 | $9.02M | 1.84% | −121−1.2% | Reduced |
| Triasima Portfolio Management inc. | 9,914 | $8.98M | 0.82% | −31−0.3% | Reduced |
| Sanders Morris Harris LLC | 9,842 | $8.91M | 1.46% | −20.0% | Reduced |