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 |
|---|---|---|---|---|---|
| Artemis Wealth Advisors, LLC | 8,000 | $7.24M | 1.28% | 00.0% | Unchanged |
| Ratan Capital Management LP | 8,000 | $7.24M | 2.22% | +1,500+23.1% | Added |
| Harbour Investments, Inc. | 7,995 | $7.24M | 0.24% | +236+3.0% | Added |
| U.S. Capital Wealth Advisors, LLC | 7,989 | $7.23M | 0.27% | +114+1.4% | Added |
| Alcosta Capital Management, Inc. | 7,980 | $7.22M | 4.45% | −46−0.6% | Reduced |
| Investors Asset Management of Georgia Inc | 7,979 | $7.22M | 3.52% | −145−1.8% | Reduced |
| Graypoint LLC | 7,933 | $7.18M | 0.50% | +271+3.5% | Added |
| Johnson Financial Group, Inc. | 7,874 | $7.13M | 0.35% | +3,982+102.3% | Added |
| Decatur Capital Management, Inc. | 7,872 | $7.13M | 3.46% | +187+2.4% | Added |
| Allegheny Financial Group LTD | 7,852 | $7.11M | 2.04% | −582−6.9% | Reduced |
| Baader Bank INC | 7,988 | $7.10M | 0.56% | +3,917+96.2% | Added |
| Biechele Royce Advisors | 7,824 | $7.08M | 2.39% | −30.0% | Reduced |
| AlphaStar Capital Management, LLC | 7,799 | $7.06M | 0.65% | +530+7.3% | Added |
| Aldebaran Capital, LLC | 7,783 | $7.05M | 6.56% | 00.0% | Unchanged |
| Family Legacy, Inc. | 7,781 | $7.04M | 2.52% | −678−8.0% | Reduced |
| Carderock Capital Management Inc | 7,765 | $7.03M | 1.84% | +7,765 | New |
| Penobscot Investment Management Company, Inc. | 7,745 | $7.01M | 0.68% | +305+4.1% | Added |
| Kercheville Advisors, LLC | 7,745 | $7.01M | 3.04% | +1,600+26.0% | Added |
| Heirloom Wealth Management | 7,737 | $7.00M | 2.27% | +109+1.4% | Added |
| Centre Asset Management, LLC | 7,723 | $6.99M | 1.61% | +172+2.3% | Added |
| Lynch & Associates | 7,721 | $6.99M | 1.58% | 00.0% | Unchanged |
| DSM Capital Partners LLC | 7,721 | $6.99M | 0.10% | +7,620+7,544.6% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 7,421 | $6.99M | 0.06% | +164+2.3% | Added |
| Schear Investment Advisers, LLC | 7,709 | $6.98M | 5.04% | +98+1.3% | Added |
| FRG Family Wealth Advisors LLC | 8,745 | $6.94M | 1.34% | +155+1.8% | Added |
| Prelude Capital Management, LLC | 7,627 | $6.91M | 0.58% | 00.0% | Unchanged |
| Hodges Capital Management Inc. | 7,608 | $6.89M | 0.46% | +378+5.2% | Added |
| Peregrine Asset Advisers, Inc. | 7,596 | $6.88M | 2.75% | −2,030−21.1% | Reduced |
| Patton Fund Management, Inc. | 7,589 | $6.87M | 1.45% | −1,390−15.5% | Reduced |
| River Wealth Advisors LLC | 7,580 | $6.86M | 0.98% | +2,003+35.9% | Added |
| BTC Capital Management, Inc. | 7,554 | $6.84M | 0.63% | +5,713+310.3% | Added |
| Bray Capital Advisors | 7,545 | $6.83M | 1.71% | 00.0% | Unchanged |
| First Trust Investment Solutions L.P. | 7,531 | $6.82M | 0.96% | +6,225+476.6% | Added |
| Washington Trust Bank | 7,509 | $6.80M | 0.67% | −135−1.8% | Reduced |
| Portfolio Design Labs, LLC | 7,481 | $6.77M | 2.09% | +89+1.2% | Added |
| Lifeworks Advisors, LLC | 7,480 | $6.77M | 1.89% | +179+2.5% | Added |
| Schonfeld Strategic Advisors LLC | 7,470 | $6.76M | 0.05% | −3,593−32.5% | Reduced |
| Signet Investment Advisory Group, Inc. | 7,434 | $6.73M | 3.61% | −40−0.5% | Reduced |
| Mengis Capital Management, Inc. | 7,399 | $6.70M | 1.36% | −75−1.0% | Reduced |
| Wisconsin Capital Management LLC | 7,397 | $6.70M | 3.39% | +76+1.0% | Added |
| Black Swift Group, LLC | 7,368 | $6.67M | 1.54% | +518+7.6% | Added |
| Gluskin Sheff & Assoc Inc | 7,364 | $6.67M | 0.76% | −1,337−15.4% | Reduced |
| Keebeck Wealth Management, LLC | 7,353 | $6.66M | 0.98% | −23−0.3% | Reduced |
| Arete Wealth Advisors, LLC | 7,332 | $6.65M | 0.55% | +7,332 | New |
| TCG Advisory Services, LLC | 7,334 | $6.64M | 0.32% | +1,231+20.2% | Added |
| Ingalls & Snyder LLC | 7,322 | $6.63M | 0.29% | −203−2.7% | Reduced |
| Modern Wealth Management, LLC | 7,287 | $6.60M | 0.49% | +326+4.7% | Added |
| Kadensa Capital Ltd | 7,286 | $6.60M | 1.56% | −4,962−40.5% | Reduced |
| Old North State Trust, LLC | 7,247 | $6.56M | 5.67% | −60−0.8% | Reduced |
| KLCM Advisors, Inc. | 7,222 | $6.54M | 0.81% | +50+0.7% | Added |
| Pine Valley Investments Ltd Liability Co | 7,206 | $6.52M | 0.48% | +171+2.4% | Added |
| Old Second National Bank of Aurora | 7,204 | $6.52M | 1.67% | −1,559−17.8% | Reduced |
| Compass Wealth Management LLC | 7,180 | $6.50M | 1.60% | −125−1.7% | Reduced |
| Schnieders Capital Management LLC | 7,179 | $6.50M | 1.31% | +172+2.5% | Added |
| Pacific Global Investment Management CO | 7,175 | $6.50M | 1.23% | −138−1.9% | Reduced |
| Northcape Wealth Management, LLC | 7,164 | $6.49M | 2.34% | −123−1.7% | Reduced |
| Fiduciary Group LLC | 7,152 | $6.48M | 0.70% | −164−2.2% | Reduced |
| Richwood Investment Advisors, LLC | 7,138 | $6.46M | 5.66% | +133+1.9% | Added |
| Legacy Advisors, LLC | 7,138 | $6.46M | 0.79% | +829+13.1% | Added |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 7,136 | $6.46M | 0.19% | −683−8.7% | Reduced |
| First Nebraska Trust Co | 7,105 | $6.43M | 0.66% | −58−0.8% | Reduced |
| Schechter Investment Advisors, LLC | 7,080 | $6.41M | 0.48% | +14+0.2% | Added |
| O'Neil Global Advisors, Inc. | 7,036 | $6.37M | 3.00% | +7,036 | New |
| Pictet North America Advisors SA | 7,033 | $6.37M | 0.69% | +8+0.1% | Added |
| Aft, Forsyth & Company, Inc. | 7,030 | $6.36M | 3.25% | +590+9.2% | Added |
| Confluence Wealth Services, Inc. | 7,029 | $6.36M | 0.51% | +69+1.0% | Added |
| Cohen Investment Advisors LLC | 11,822 | $6.35M | 5.10% | +339+3.0% | Added |
| Financial Advocates Investment Management | 7,001 | $6.34M | 0.39% | −676−8.8% | Reduced |
| Cutter & CO Brokerage, Inc. | 7,001 | $6.34M | 1.54% | +577+9.0% | Added |
| DCF Advisers, LLC | 7,000 | $6.34M | 3.31% | 00.0% | Unchanged |
| Enterprise Bank & Trust Co | 6,958 | $6.30M | 2.15% | −376−5.1% | Reduced |
| Prairie Wealth Advisors, Inc. | 6,949 | $6.29M | 3.19% | −2,291−24.8% | Reduced |
| Greylin Investment Mangement Inc | 6,945 | $6.29M | 1.05% | −480−6.5% | Reduced |
| Flagship Harbor Advisors, LLC | 6,941 | $6.28M | 0.38% | +474+7.3% | Added |
| CFS Investment Advisory Services, LLC | 6,930 | $6.27M | 0.51% | +6,930 | New |
| Meridian Wealth Advisors, LLC | 6,900 | $6.25M | 1.11% | −213−3.0% | Reduced |
| Fundamentun, LLC | 6,864 | $6.22M | 0.51% | +1,346+24.4% | Added |
| Exencial Wealth Advisors, LLC | 6,861 | $6.21M | 0.23% | −354−4.9% | Reduced |
| PFG Investments, LLC | 6,849 | $6.20M | 0.44% | −5,114−42.7% | Reduced |
| Next Century Growth Investors LLC | 6,848 | $6.20M | 0.51% | −1,110−13.9% | Reduced |
| Connable Office Inc | 6,836 | $6.19M | 0.67% | −953−12.2% | Reduced |
| Summit Trail Advisors, LLC | 6,831 | $6.18M | 0.16% | −777−10.2% | Reduced |
| BOS Asset Management, LLC | 6,831 | $6.18M | 2.85% | −145−2.1% | Reduced |
| Lowe Brockenbrough & Co Inc | 6,830 | $6.18M | 0.41% | −315−4.4% | Reduced |
| Ancora Advisors, LLC | 6,816 | $6.17M | 0.15% | +53+0.8% | Added |
| Carnegie Capital Asset Management, LLC | 6,812 | $6.17M | 0.19% | +105+1.6% | Added |
| Linden Thomas Advisory Services, LLC | 6,808 | $6.16M | 0.95% | −1,353−16.6% | Reduced |
| Headlands Technologies LLC | 6,772 | $6.13M | 0.65% | +6,772 | New |
| LJI Wealth Management, LLC | 6,758 | $6.12M | 1.35% | +242+3.7% | Added |
| Texas Yale Capital Corp. | 6,750 | $6.11M | 0.29% | +118+1.8% | Added |
| Wealth Alliance | 6,736 | $6.10M | 0.79% | −573−7.8% | Reduced |
| Canandaigua National Bank & Trust Co | 6,712 | $6.08M | 0.66% | −61−0.9% | Reduced |
| Redhawk Wealth Advisors, Inc. | 6,701 | $6.07M | 0.93% | −294−4.2% | Reduced |
| West Oak Capital, LLC | 6,697 | $6.06M | 2.44% | −681−9.2% | Reduced |
| Ayrshire Capital Management LLC | 6,694 | $6.06M | 3.09% | +69+1.0% | Added |
| Estabrook Capital Management | 6,694 | $6.06M | 0.93% | −434−6.1% | Reduced |
| Lindbrook Capital, LLC | 6,686 | $6.05M | 0.57% | +392+6.2% | Added |
| Fidelis Capital Partners, LLC | 7,792 | $6.02M | 0.86% | −297−3.7% | Reduced |
| Curbstone Financial Management Corp | 6,640 | $6.01M | 1.31% | −250−3.6% | Reduced |
| Verdence Capital Advisors LLC | 6,640 | $6.01M | 0.54% | −7−0.1% | Reduced |