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 |
|---|---|---|---|---|---|
| Evernest Financial Advisors, LLC | 4,720 | $4.27M | 1.91% | +124+2.7% | Added |
| Aaron Wealth Advisors | 4,714 | $4.27M | 0.59% | +208+4.6% | Added |
| WJ Wealth Management, LLC | 4,702 | $4.26M | 1.55% | +1,552+49.3% | Added |
| Teza Capital Management LLC | 4,697 | $4.25M | 0.52% | +4,697 | New |
| Blueprint Investment Partners LLC | 4,692 | $4.25M | 0.92% | +1,628+53.1% | Added |
| Advisor OS, LLC | 4,690 | $4.25M | 0.47% | +159+3.5% | Added |
| Peterson Wealth Management | 4,687 | $4.24M | 2.62% | +1,198+34.3% | Added |
| Hudson Canyon Capital Management | 4,683 | $4.24M | 2.87% | −671−12.5% | Reduced |
| Catalyst Financial Partners LLC | 4,676 | $4.23M | 0.93% | +150+3.3% | Added |
| Sandbox Financial Partners, LLC | 4,657 | $4.22M | 1.62% | +1,230+35.9% | Added |
| Concord Wealth Partners | 4,651 | $4.21M | 0.74% | +20+0.4% | Added |
| Dearborn Partners LLC | 4,648 | $4.21M | 0.18% | +37+0.8% | Added |
| YHB Investment Advisors, Inc. | 4,646 | $4.21M | 0.36% | +4,015+636.3% | Added |
| Brooktree Capital Management | 4,624 | $4.19M | 3.58% | −1,208−20.7% | Reduced |
| NFP Retirement, Inc. | 4,597 | $4.16M | 0.35% | +31+0.7% | Added |
| Fortis Group Advisors, LLC | 4,587 | $4.15M | 0.82% | +1,973+75.5% | Added |
| Ameliora Wealth Management Ltd. | 4,587 | $4.15M | 1.89% | +2,262+97.3% | Added |
| Adirondack Trust Co | 4,587 | $4.15M | 1.70% | −45−1.0% | Reduced |
| KG&L Capital Management,LLC | 4,551 | $4.12M | 1.43% | +40+0.9% | Added |
| Pinnacle West Asset Management, Inc. | 4,550 | $4.12M | 3.20% | −15−0.3% | Reduced |
| Capital Advisors Inc | 4,546 | $4.12M | 0.09% | +127+2.9% | Added |
| Comprehensive Financial Consultants Institutional, Inc. | 4,537 | $4.11M | 1.61% | +404+9.8% | Added |
| Banco de Sabadell, S.A | 4,533 | $4.10M | 3.01% | −88−1.9% | Reduced |
| Howland Capital Management LLC | 4,532 | $4.10M | 0.20% | −78−1.7% | Reduced |
| Consilium Wealth Advisory, LLC | 4,527 | $4.10M | 2.24% | −24−0.5% | Reduced |
| Naviter Wealth, LLC | 4,525 | $4.10M | 0.61% | +207+4.8% | Added |
| Peterson Wealth Services | 4,517 | $4.09M | 1.43% | +30+0.7% | Added |
| Kovack Advisors, Inc. | 4,516 | $4.09M | 0.45% | −144−3.1% | Reduced |
| Cordatus Wealth Management LLC | 4,503 | $4.08M | 1.53% | +4,503 | New |
| RMR Wealth Builders | 4,466 | $4.04M | 0.46% | +294+7.0% | Added |
| Ipswich Investment Management Co., Inc. | 4,465 | $4.04M | 0.95% | −262−5.5% | Reduced |
| Private Wealth Partners, LLC | 4,460 | $4.04M | 0.30% | +580+14.9% | Added |
| Tyche Wealth Partners LLC | 4,454 | $4.03M | 0.98% | +445+11.1% | Added |
| Boston Research & Management Inc | 4,433 | $4.01M | 1.01% | 00.0% | Unchanged |
| Ballast, Inc. | 4,432 | $4.01M | 1.24% | −143−3.1% | Reduced |
| Angeles Wealth Management, LLC | 4,407 | $3.99M | 0.37% | +354+8.7% | Added |
| Annex Advisory Services, LLC | 4,403 | $3.99M | 0.14% | +71+1.6% | Added |
| Point Break Capital Management, LLC | 4,401 | $3.98M | 4.33% | +2,000+83.3% | Added |
| Skopos Labs, Inc. | 5,235 | $3.98M | 1.71% | 00.0% | Unchanged |
| Silphium Asset Management Ltd | 4,396 | $3.98M | 1.90% | +392+9.8% | Added |
| Scholtz & Company, LLC | 4,395 | $3.98M | 1.69% | +1,734+65.2% | Added |
| Geller Advisors LLC | 4,389 | $3.97M | 0.29% | +196+4.7% | Added |
| Ledyard National Bank | 4,383 | $3.97M | 0.39% | +485+12.4% | Added |
| Wealth Alliance Advisory Group, LLC | 4,380 | $3.97M | 0.89% | +178+4.2% | Added |
| Woodward Diversified Capital, LLC | 4,370 | $3.96M | 2.32% | +90+2.1% | Added |
| West Family Investments, Inc. | 4,368 | $3.95M | 1.19% | +19+0.4% | Added |
| RDA Financial Network | 4,366 | $3.95M | 1.30% | +17+0.4% | Added |
| Northern Oak Wealth Management Inc | 4,346 | $3.94M | 0.47% | −55−1.2% | Reduced |
| Blodgett Wealth Advisors, LLC | 4,330 | $3.92M | 3.33% | +20.0% | Added |
| West Branch Capital LLC | 4,330 | $3.92M | 1.46% | +105+2.5% | Added |
| Vectors Research Management, LLC | 4,324 | $3.92M | 1.20% | −9−0.2% | Reduced |
| Stokes Family Office, LLC | 4,306 | $3.90M | 0.46% | +384+9.8% | Added |
| Alberta Investment Management Corp | 4,300 | $3.89M | 0.04% | −15,600−78.4% | Reduced |
| Coastal Investment Advisors, Inc. | 4,298 | $3.89M | 0.76% | +125+3.0% | Added |
| Boothe Investment Group, Inc. | 4,250 | $3.89M | 1.80% | +140+3.4% | Added |
| AA Financial Advisors, LLC | 4,289 | $3.88M | 1.37% | −224−5.0% | Reduced |
| Keystone Financial Group | 4,286 | $3.88M | 1.39% | +775+22.1% | Added |
| Towerpoint Wealth, LLC | 4,278 | $3.87M | 1.93% | +14+0.3% | Added |
| Murphy, Middleton, Hinkle & Parker, Inc. | 4,272 | $3.87M | 2.25% | −28−0.7% | Reduced |
| Fukoku Mutual Life Insurance Co | 4,268 | $3.86M | 0.30% | +275+6.9% | Added |
| Horizon Kinetics Asset Management LLC | 4,257 | $3.85M | 0.07% | −500−10.5% | Reduced |
| Philadelphia Trust Co | 4,254 | $3.85M | 0.30% | +10+0.2% | Added |
| Commerzbank Aktiengesellschaft | 4,254 | $3.85M | 0.13% | +389+10.1% | Added |
| Aviance Capital Partners, LLC | 4,244 | $3.84M | 0.55% | −1,431−25.2% | Reduced |
| HT Partners LLC | 4,238 | $3.84M | 1.36% | −12−0.3% | Reduced |
| Marshall Financial Group LLC | 4,232 | $3.83M | 1.07% | −100−2.3% | Reduced |
| Rehmann Capital Advisory Group | 4,226 | $3.83M | 0.27% | +254+6.4% | Added |
| Range Financial Group LLC | 4,225 | $3.82M | 1.95% | +60+1.4% | Added |
| Avidian Wealth Solutions, LLC | 4,224 | $3.82M | 0.18% | +616+17.1% | Added |
| Mount Yale Investment Advisors, LLC | 4,219 | $3.82M | 0.30% | −189−4.3% | Reduced |
| Triangle Securities Wealth Management | 4,219 | $3.82M | 1.08% | −108−2.5% | Reduced |
| Wakefield Asset Management LLLP | 4,214 | $3.82M | 1.34% | +4,214 | New |
| Financial Security Advisor, Inc. | 4,207 | $3.81M | 1.28% | +13+0.3% | Added |
| Lokken Investment Group LLC | 4,199 | $3.80M | 1.79% | −337−7.4% | Reduced |
| JT Stratford LLC | 4,192 | $3.80M | 0.71% | +87+2.1% | Added |
| JCIC Asset Management Inc. | 4,174 | $3.78M | 1.55% | −21−0.5% | Reduced |
| Manchester Capital Management LLC | 4,166 | $3.77M | 0.45% | +117+2.9% | Added |
| First Heartland Consultants, Inc. | 4,165 | $3.77M | 0.37% | −29−0.7% | Reduced |
| Thomasville National Bank | 4,161 | $3.77M | 0.30% | +32+0.8% | Added |
| Becker Capital Management Inc | 4,153 | $3.76M | 0.13% | +26+0.6% | Added |
| Lakeview Capital Partners, LLC | 4,832 | $3.76M | 0.61% | 00.0% | Unchanged |
| Gold Investment Management Ltd. | 4,148 | $3.76M | 1.59% | −377−8.3% | Reduced |
| InTrack Investment Management Inc | 4,148 | $3.76M | 2.67% | +495+13.6% | Added |
| Greater Midwest Financial Group, LLC | 4,018 | $3.74M | 2.37% | +2,801+230.2% | Added |
| BCGM Wealth Management, LLC | 4,113 | $3.72M | 1.29% | +163+4.1% | Added |
| CMG Global Holdings, LLC | 4,111 | $3.72M | 2.46% | −8−0.2% | Reduced |
| Simon Quick Advisors, LLC | 4,106 | $3.72M | 0.26% | −158−3.7% | Reduced |
| First Dallas Securities Inc. | 4,103 | $3.72M | 1.63% | −100−2.4% | Reduced |
| Carr Financial Group Corp | 4,095 | $3.71M | 1.18% | +27+0.7% | Added |
| Pinnacle Wealth Planning Services, Inc. | 4,093 | $3.71M | 0.53% | −18−0.4% | Reduced |
| Evermay Wealth Management LLC | 4,073 | $3.69M | 0.59% | −110−2.6% | Reduced |
| Leeward Financial Partners, LLC | 4,072 | $3.69M | 1.50% | +3,681+941.4% | Added |
| Certified Advisory Corp | 4,064 | $3.68M | 0.46% | +142+3.6% | Added |
| Melqart Asset Management (UK) Ltd | 4,058 | $3.67M | 0.34% | +4,058 | New |
| Bedell Frazier Investment Counseling, LLC | 4,056 | $3.67M | 0.89% | +20.0% | Added |
| Concord Asset Management, LLC | 4,055 | $3.67M | 0.91% | +597+17.3% | Added |
| Etesian Wealth Advisors, Inc. | 4,053 | $3.67M | 2.06% | −108−2.6% | Reduced |
| Archford Capital Strategies, LLC | 4,051 | $3.67M | 0.59% | −220−5.2% | Reduced |
| Argent Advisors, Inc. | 4,046 | $3.66M | 1.46% | −10−0.2% | Reduced |
| Aspen Grove Capital, LLC | 4,041 | $3.66M | 0.86% | +64+1.6% | Added |