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 $942.7B 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 | $942.7B |
| Q1 2026 | 4,391 | $712.9B |
| Q4 2025 | 4,452 | $843.2B |
| Q3 2025 | 3,904 | $583.5B |
| Q2 2025 | 3,914 | $610.1B |
| Q1 2025 | 3,928 | $688.4B |
| Q4 2024 | 3,913 | $602.9B |
| Q3 2024 | 3,666 | $687.4B |
| Q2 2024 | 3,571 | $707.0B |
| Q1 2024 | 3,465 | $607.2B |
| Q4 2023 | 3,276 | $457.2B |
| Q3 2023 | 2,978 | $421.9B |
| Q2 2023 | 2,818 | $366.7B |
| Q1 2023 | 2,619 | $269.7B |
| Q4 2022 | 2,672 | $288.4B |
| Q3 2022 | 2,489 | $256.1B |
| Q2 2022 | 2,450 | $255.6B |
| Q1 2022 | 2,349 | $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 |
|---|---|---|---|---|---|
| Principle Wealth Partners LLC | 6,613 | $5.99M | 0.46% | +104+1.6% | Added |
| Sitrin Capital Management LLC | 6,612 | $5.99M | 3.18% | +6,612 | New |
| University of Texas/Texas Am Investment Managment Co | 6,610 | $5.98M | 1.17% | −269−3.9% | Reduced |
| American National Bank | 6,595 | $5.97M | 0.74% | +100+1.5% | Added |
| Stansberry Asset Management, LLC | 6,595 | $5.97M | 0.78% | +1,115+20.3% | Added |
| Mitchell McLeod Pugh & Williams Inc | 6,589 | $5.97M | 1.36% | −169−2.5% | Reduced |
| Highview Capital Management LLC | 6,582 | $5.96M | 2.48% | +73+1.1% | Added |
| Proficio Capital Partners LLC | 6,582 | $5.96M | 0.63% | +71+1.1% | Added |
| Brandywine Oak Private Wealth LLC | 6,540 | $5.92M | 0.61% | −344−5.0% | Reduced |
| Institute for Wealth Management, LLC. | 6,537 | $5.92M | 0.79% | −202−3.0% | Reduced |
| Jackson Square Partners, LLC | 6,537 | $5.92M | 0.36% | −781−10.7% | Reduced |
| Venture Visionary Partners LLC | 6,531 | $5.91M | 0.27% | +154+2.4% | Added |
| Hardman Johnston Global Advisors LLC | 6,528 | $5.91M | 0.23% | +5,729+717.0% | Added |
| Investment Partners, Ltd. | 6,520 | $5.90M | 2.65% | −31−0.5% | Reduced |
| Forum Private Client Group LLC | 6,505 | $5.89M | 2.80% | −97−1.5% | Reduced |
| Institutional & Family Asset Management, LLC | 6,502 | $5.89M | 0.90% | −491−7.0% | Reduced |
| Bouvel Investment Partners, LLC | 6,501 | $5.89M | 2.28% | +42+0.7% | Added |
| Metavasi Capital LP | 6,500 | $5.88M | 3.24% | +6,500 | New |
| Paragon Advisors, LLC | 6,495 | $5.88M | 2.14% | +2,933+82.3% | Added |
| Allen Investment Management LLC | 6,488 | $5.87M | 0.07% | −12−0.2% | Reduced |
| Sawyer & Company, Inc | 6,438 | $5.83M | 2.32% | +11+0.2% | Added |
| Investment Research & Advisory Group, Inc. | 6,435 | $5.83M | 2.61% | +166+2.6% | Added |
| Cabot Wealth Management Inc | 6,434 | $5.83M | 0.76% | +6+0.1% | Added |
| Meritage Portfolio Management | 6,428 | $5.82M | 0.37% | +30.0% | Added |
| D L Carlson Investment Group Inc | 6,415 | $5.81M | 1.12% | −45−0.7% | Reduced |
| Miracle Mile Advisors, LLC | 6,410 | $5.80M | 0.14% | +667+11.6% | Added |
| Chicago Trust Co NA | 6,389 | $5.78M | 1.17% | +166+2.7% | Added |
| ZWJ Investment Counsel Inc | 6,375 | $5.77M | 0.25% | +30+0.5% | Added |
| Parkside Financial Bank & Trust | 6,370 | $5.77M | 0.90% | +75+1.2% | Added |
| RMB Capital Management, LLC | 6,353 | $5.75M | 0.14% | −2,344−27.0% | Reduced |
| MidWestOne Financial Group, Inc. | 6,348 | $5.75M | 1.04% | +36+0.6% | Added |
| Plimoth Trust Co LLC | 6,340 | $5.74M | 1.53% | −228−3.5% | Reduced |
| Welch Group, LLC | 6,339 | $5.74M | 0.28% | +398+6.7% | Added |
| Green Harvest Asset Management LLC | 6,309 | $5.71M | 0.13% | +3,642+136.6% | Added |
| Cinctive Capital Management LP | 6,266 | $5.67M | 0.30% | +3,377+116.9% | Added |
| China Universal Asset Management Co., Ltd. | 6,252 | $5.66M | 0.80% | −3,645−36.8% | Reduced |
| Mather Group, LLC. | 7,259 | $5.65M | 0.07% | −145−2.0% | Reduced |
| Armstrong Advisory Group, Inc | 6,221 | $5.63M | 0.50% | −202−3.1% | Reduced |
| Vision Capital Management, Inc. | 6,194 | $5.61M | 0.83% | −116−1.8% | Reduced |
| NorthCrest Asset Manangement, LLC | 6,191 | $5.61M | 0.19% | +67+1.1% | Added |
| McKinley Carter Wealth Services, Inc. | 6,169 | $5.58M | 0.36% | −30.0% | Reduced |
| Nations Financial Group Inc, | 6,153 | $5.57M | 0.45% | +31+0.5% | Added |
| Clarius Group, LLC | 6,152 | $5.57M | 0.39% | −270−4.2% | Reduced |
| Waddell & Associates, LLC | 6,150 | $5.57M | 0.73% | +10+0.2% | Added |
| S&CO Inc | 6,150 | $5.57M | 0.39% | −525−7.9% | Reduced |
| Premier Path Wealth Partners, LLC | 6,142 | $5.56M | 0.95% | +63+1.0% | Added |
| Hurlow Wealth Management Group, Inc. | 6,135 | $5.55M | 1.91% | +200+3.4% | Added |
| EPG Wealth Management LLC | 0 | $5.55M | 1.30% | −6,009−100.0% | Reduced |
| Centaurus Financial, Inc. | 6,099 | $5.52M | 0.37% | +3,085+102.4% | Added |
| IAM Advisory, LLC | 6,096 | $5.52M | 1.50% | −133−2.1% | Reduced |
| Magnus Financial Group LLC | 6,081 | $5.51M | 0.62% | +525+9.4% | Added |
| Global Wealth Management Investment Advisory, Inc. | 6,081 | $5.51M | 1.28% | +203+3.5% | Added |
| First National Corp | 6,059 | $5.49M | 1.31% | −914−13.1% | Reduced |
| Deltec Asset Management LLC | 6,050 | $5.48M | 1.05% | −600−9.0% | Reduced |
| Elevatus Welath Management | 6,048 | $5.48M | 2.05% | −4,907−44.8% | Reduced |
| GeoWealth Management, LLC | 6,047 | $5.47M | 0.24% | +686+12.8% | Added |
| Tower Bridge Advisors | 6,039 | $5.47M | 0.61% | −62−1.0% | Reduced |
| Carret Asset Management, LLC | 6,032 | $5.46M | 0.64% | −142−2.3% | Reduced |
| Capital Wealth Planning, LLC | 6,027 | $5.46M | 0.06% | −695−10.3% | Reduced |
| Oxler Private Wealth LLC | 6,022 | $5.45M | 2.02% | +10+0.2% | Added |
| StoneX Group Inc. | 6,014 | $5.44M | 0.43% | −50−0.8% | Reduced |
| Leavell Investment Management, Inc. | 6,006 | $5.44M | 0.30% | +291+5.1% | Added |
| Insigneo Advisory Services, LLC | 7,000 | $5.43M | 0.61% | +908+14.9% | Added |
| Marble Harbor Investment Counsel, LLC | 5,977 | $5.41M | 0.64% | −25−0.4% | Reduced |
| Advisors Capital Management, LLC | 5,968 | $5.40M | 0.09% | −1,302−17.9% | Reduced |
| Grove Bank & Trust | 5,904 | $5.35M | 0.86% | +100+1.7% | Added |
| Valley National Advisers Inc | 5,901 | $5.34M | 0.79% | 00.0% | Unchanged |
| PFC Capital Group, Inc. | 5,900 | $5.34M | 2.67% | +505+9.4% | Added |
| Vise Technologies, Inc. | 5,885 | $5.33M | 0.93% | +117+2.0% | Added |
| Draper Asset Management, LLC | 5,880 | $5.32M | 4.04% | −321−5.2% | Reduced |
| Cladis Investment Advisory, LLC | 5,844 | $5.29M | 3.84% | 00.0% | Unchanged |
| Summit Global Investments | 5,813 | $5.26M | 0.36% | +2,822+94.3% | Added |
| Affinity Capital Advisors, LLC | 5,801 | $5.25M | 1.10% | 00.0% | Unchanged |
| PDS Planning, Inc | 5,767 | $5.22M | 0.53% | +702+13.9% | Added |
| B.O.S.S. Retirement Advisors, LLC | 5,764 | $5.22M | 1.33% | +391+7.3% | Added |
| Perkins Coie Trust Co | 5,758 | $5.21M | 1.21% | +1,313+29.5% | Added |
| Suncoast Equity Management | 5,737 | $5.19M | 0.57% | +406+7.6% | Added |
| Valmark Advisers, Inc. | 5,736 | $5.19M | 0.09% | +146+2.6% | Added |
| Beaton Management Co. Inc. | 5,732 | $5.19M | 2.79% | +5+0.1% | Added |
| Steel Peak Wealth Management LLC | 5,731 | $5.19M | 0.25% | +2,037+55.1% | Added |
| Belpointe Asset Management LLC | 5,730 | $5.19M | 0.36% | +480+9.1% | Added |
| Wealthspire Advisors, LLC | 5,712 | $5.17M | 0.07% | −287−4.8% | Reduced |
| Halter Ferguson Financial Inc. | 5,693 | $5.15M | 3.66% | −5,974−51.2% | Reduced |
| Wellington Shields Capital Management, LLC | 5,687 | $5.15M | 0.94% | −381−6.3% | Reduced |
| Tradewinds, LLC. | 5,677 | $5.14M | 1.58% | +5,677 | New |
| Parthenon LLC | 5,667 | $5.13M | 0.65% | 00.0% | Unchanged |
| Sym Financial Corp | 5,667 | $5.13M | 0.82% | +409+7.8% | Added |
| Proequities, Inc. | 6,899 | $5.11M | 0.32% | +597+9.5% | Added |
| Smartleaf Asset Management LLC | 5,598 | $5.09M | 0.83% | +948+20.4% | Added |
| Bard Financial Services, Inc. | 5,620 | $5.09M | 0.53% | −125−2.2% | Reduced |
| David R. Rahn & Associates Inc. | 5,612 | $5.08M | 1.61% | +12+0.2% | Added |
| Consolidated Portfolio Review Corp | 5,601 | $5.07M | 1.18% | −181−3.1% | Reduced |
| Harmony Asset Management LLC | 5,595 | $5.07M | 2.12% | +203+3.8% | Added |
| Parisi Gray Wealth Management | 5,568 | $5.04M | 1.81% | +70+1.3% | Added |
| Boston Family Office LLC | 5,567 | $5.04M | 0.36% | −20−0.4% | Reduced |
| Csenge Advisory Group | 5,566 | $5.04M | 0.29% | +421+8.2% | Added |
| First Business Financial Services, Inc. | 5,538 | $5.01M | 0.53% | +237+4.5% | Added |
| Bank Hapoalim BM | 5,534 | $5.01M | 0.71% | −548−9.0% | Reduced |
| Financial Advisory Service, Inc. | 5,529 | $5.01M | 0.43% | +93+1.7% | Added |
| Beaumont Financial Advisors, LLC | 5,529 | $5.01M | 0.40% | −394−6.7% | Reduced |