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 |
|---|---|---|---|---|---|
| Wall Street Financial Group, Inc. | 5,511 | $4.99M | 8.48% | +5,511 | New |
| Channel Wealth LLC | 5,509 | $4.99M | 1.81% | +17+0.3% | Added |
| Harbour Trust & Investment Management Co | 5,503 | $4.98M | 0.59% | −69−1.2% | Reduced |
| Robertson Stephens Wealth Management, LLC | 5,502 | $4.98M | 0.26% | +491+9.8% | Added |
| Carl P. Sherr & Co., LLC | 5,502 | $4.98M | 2.78% | +211+4.0% | Added |
| Resonant Capital Advisors, LLC | 5,501 | $4.98M | 0.40% | +142+2.6% | Added |
| Miura Global Management, LLC | 5,500 | $4.98M | 4.86% | −1,500−21.4% | Reduced |
| Hilltop National Bank | 5,490 | $4.97M | 1.60% | +75+1.4% | Added |
| Romano Brothers and Company | 5,489 | $4.97M | 0.69% | +29+0.5% | Added |
| Norway Savings Bank | 5,483 | $4.96M | 2.83% | +51+0.9% | Added |
| Cassaday & Co Wealth Management LLC | 5,457 | $4.94M | 0.16% | +12+0.2% | Added |
| Arkadios Wealth Advisors | 5,452 | $4.94M | 0.33% | +1,541+39.4% | Added |
| Jeppson Wealth Management, LLC | 5,437 | $4.92M | 1.88% | −214−3.8% | Reduced |
| Sabal Trust CO | 5,435 | $4.92M | 0.29% | +22+0.4% | Added |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 5,427 | $4.91M | 0.82% | −532−8.9% | Reduced |
| Owen LaRue, LLC | 5,417 | $4.90M | 3.04% | +1,731+47.0% | Added |
| Invst, LLC | 5,363 | $4.90M | 0.54% | −52−1.0% | Reduced |
| First Financial Corp | 5,410 | $4.90M | 2.50% | +1,002+22.7% | Added |
| Stanley-Laman Group, Ltd. | 5,383 | $4.87M | 0.70% | −4,438−45.2% | Reduced |
| Hoylecohen, LLC | 5,380 | $4.87M | 0.37% | −62−1.1% | Reduced |
| Independence Bank of Kentucky | 5,379 | $4.87M | 1.29% | +182+3.5% | Added |
| Moloney Securities Asset Management, LLC | 5,362 | $4.86M | 0.70% | +78+1.5% | Added |
| Amarillo National Bank | 5,359 | $4.85M | 0.92% | −100−1.8% | Reduced |
| Regal Investment Advisors LLC | 5,323 | $4.82M | 0.32% | +16+0.3% | Added |
| Capital Asset Advisory Services LLC | 5,153 | $4.80M | 0.26% | −365−6.6% | Reduced |
| Ironwood Financial, llc | 5,305 | $4.80M | 1.08% | −25−0.5% | Reduced |
| United Asset Strategies, Inc. | 5,296 | $4.79M | 0.47% | +214+4.2% | Added |
| Pure Financial Advisors, Inc. | 5,284 | $4.78M | 0.13% | −115−2.1% | Reduced |
| Atomi Financial Group, Inc. | 5,283 | $4.78M | 0.35% | +550+11.6% | Added |
| Leonteq Securities AG | 5,280 | $4.78M | 0.67% | −5,019−48.7% | Reduced |
| Hamilton Point Investment Advisors, LLC | 5,278 | $4.78M | 0.93% | −171−3.1% | Reduced |
| Van Strum & Towne Inc. | 5,275 | $4.78M | 1.73% | −200−3.7% | Reduced |
| Transform Wealth, LLC | 5,262 | $4.76M | 0.36% | −127−2.4% | Reduced |
| Householder Group Estate & Retirement Specialist, LLC | 5,255 | $4.76M | 1.34% | −672−11.3% | Reduced |
| Capital Investment Advisory Services, LLC | 5,248 | $4.75M | 0.49% | +422+8.7% | Added |
| Joel Isaacson & Co., LLC | 5,240 | $4.74M | 0.25% | −90−1.7% | Reduced |
| Pinnacle Bancorp, Inc. | 5,223 | $4.73M | 1.40% | −30−0.6% | Reduced |
| Blackhawk Capital Partners LLC. | 5,215 | $4.72M | 2.85% | +335+6.9% | Added |
| E Fund Management Co., Ltd. | 5,211 | $4.72M | 0.26% | +46+0.9% | Added |
| Wealthquest Corp | 5,191 | $4.70M | 0.50% | −75−1.4% | Reduced |
| Invesco, LLC | 5,183 | $4.69M | 1.96% | −240−4.4% | Reduced |
| Folger Nolan Fleming Douglas Capital Management, Inc | 5,171 | $4.68M | 0.48% | −35−0.7% | Reduced |
| Avestar Capital, LLC | 5,164 | $4.68M | 0.52% | +833+19.2% | Added |
| Turtle Creek Wealth Advisors, LLC | 5,157 | $4.67M | 1.08% | +212+4.3% | Added |
| Iowa State Bank | 5,152 | $4.66M | 1.03% | +208+4.2% | Added |
| Caxton Associates LP | 5,131 | $4.65M | 0.18% | +428+9.1% | Added |
| Quent Capital, LLC | 5,127 | $4.64M | 0.51% | +184+3.7% | Added |
| 9258 Wealth Management, LLC | 5,126 | $4.64M | 0.71% | −47−0.9% | Reduced |
| Northwest Bancshares, Inc. | 5,113 | $4.63M | 0.79% | −731−12.5% | Reduced |
| Peddock Capital Advisors, LLC | 5,101 | $4.62M | 1.19% | −6−0.1% | Reduced |
| Parametrica Management Ltd | 5,100 | $4.62M | 6.11% | +5,100 | New |
| NVWM, LLC | 5,092 | $4.61M | 1.23% | −162−3.1% | Reduced |
| Change Path, LLC | 5,090 | $4.61M | 0.23% | −1,217−19.3% | Reduced |
| Atlantic Trust, LLC | 5,088 | $4.61M | 1.15% | +183+3.7% | Added |
| Silvercrest Asset Management Group LLC | 5,087 | $4.61M | 0.03% | −7−0.1% | Reduced |
| Terra Nova Asset Management LLC | 5,066 | $4.59M | 3.62% | −39−0.8% | Reduced |
| High Net Worth Advisory Group LLC | 5,054 | $4.58M | 1.39% | +135+2.7% | Added |
| Finivi Inc. | 5,049 | $4.57M | 3.79% | +39+0.8% | Added |
| Courier Capital LLC | 5,041 | $4.56M | 0.36% | +80+1.6% | Added |
| Sweet Financial Partners, LLC | 5,031 | $4.56M | 1.04% | +182+3.8% | Added |
| Capital Square, LLC | 5,252 | $4.55M | 2.96% | +326+6.6% | Added |
| Deane Retirement Strategies, Inc. | 5,048 | $4.54M | 2.33% | −9−0.2% | Reduced |
| Boston Financial Mangement LLC | 5,007 | $4.53M | 0.14% | −37−0.7% | Reduced |
| Allen Mooney & Barnes Investment Advisors LLC | 5,004 | $4.53M | 0.81% | −566−10.2% | Reduced |
| Sentry LLC | 5,004 | $4.53M | 0.83% | −10.0% | Reduced |
| Clifford Swan Investment Counsel LLC | 5,001 | $4.53M | 0.17% | −32−0.6% | Reduced |
| Waycross Partners, LLC | 5,000 | $4.53M | 0.69% | −1,000−16.7% | Reduced |
| LM Advisors LLC | 4,994 | $4.52M | 0.01% | −326−6.1% | Reduced |
| Sunbelt Securities, Inc. | 4,976 | $4.50M | 0.46% | −599−10.7% | Reduced |
| WNY Asset Management, LLC | 4,959 | $4.49M | 0.59% | +115+2.4% | Added |
| Appleton Partners Inc | 4,946 | $4.48M | 0.34% | −127−2.5% | Reduced |
| StoneCrest Wealth Management, Inc. | 4,925 | $4.46M | 3.40% | +3,342+211.1% | Added |
| Andrew Hill Investment Advisors, Inc. | 4,907 | $4.44M | 3.68% | +960+24.3% | Added |
| Freedom Day Solutions, LLC | 4,908 | $4.44M | 1.50% | −148−2.9% | Reduced |
| Vista Investment Partners LLC | 4,906 | $4.44M | 1.49% | +27+0.6% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 4,903 | $4.44M | 0.19% | −1,612−24.7% | Reduced |
| DGS Capital Management, LLC | 4,889 | $4.43M | 1.24% | +2,314+89.9% | Added |
| Guardian Wealth Advisors, LLC | 4,885 | $4.42M | 0.52% | +10.0% | Added |
| Schulhoff & Co Inc | 4,880 | $4.42M | 1.99% | 00.0% | Unchanged |
| Woodmont Investment Counsel LLC | 4,872 | $4.41M | 0.36% | +37+0.8% | Added |
| Fort Sheridan Advisors LLC | 4,868 | $4.41M | 0.71% | −19−0.4% | Reduced |
| Sage Mountain Advisors LLC | 4,862 | $4.40M | 0.41% | +618+14.6% | Added |
| WSFS Capital Management, LLC | 4,887 | $4.38M | 0.24% | −1,652−25.3% | Reduced |
| Symphony Financial, Ltd. Co. | 4,837 | $4.38M | 0.80% | +1,753+56.8% | Added |
| Keudell/Morrison Wealth Management | 4,820 | $4.36M | 1.28% | −141−2.8% | Reduced |
| NBC Securities, Inc. | 4,791 | $4.34M | 0.39% | +21+0.4% | Added |
| NewSquare Capital LLC | 4,784 | $4.33M | 0.37% | +428+9.8% | Added |
| Birinyi Associates Inc | 4,780 | $4.33M | 1.30% | +2,105+78.7% | Added |
| Avantax Planning Partners, Inc. | 4,774 | $4.32M | 0.14% | −1,739−26.7% | Reduced |
| KRS Capital Management, LLC | 4,770 | $4.32M | 3.23% | +16+0.3% | Added |
| Koshinski Asset Management, Inc. | 4,630 | $4.32M | 0.40% | +117+2.6% | Added |
| Heartland Bank & Trust Co | 4,763 | $4.31M | 2.45% | −11−0.2% | Reduced |
| Everhart Financial Group, Inc. | 4,761 | $4.31M | 1.12% | +465+10.8% | Added |
| Sound Income Strategies, LLC | 4,761 | $4.31M | 0.27% | −19−0.4% | Reduced |
| Dantai Capital Ltd | 4,760 | $4.31M | 4.85% | 00.0% | Unchanged |
| American Money Management, LLC | 4,757 | $4.31M | 0.92% | +7+0.1% | Added |
| Quintet Private Bank (Europe) S.A. | 4,088 | $4.30M | 0.25% | −455−10.0% | Reduced |
| Fragasso Group Inc. | 4,743 | $4.29M | 0.35% | −2,539−34.9% | Reduced |
| Gratus Capital LLC | 4,741 | $4.29M | 0.17% | +351+8.0% | Added |
| Redwood Investment Management, LLC | 4,943 | $4.28M | 0.37% | +98+2.0% | Added |