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 |
|---|---|---|---|---|---|
| Eagle Wealth Strategies LLC | 4,040 | $3.66M | 2.96% | +25+0.6% | Added |
| Oxford Wealth Group, LLC | 4,037 | $3.66M | 2.51% | +339+9.2% | Added |
| Entropy Technologies, LP | 4,036 | $3.65M | 0.39% | +4,036 | New |
| Brass Tax Wealth Management, Inc | 4,035 | $3.65M | 0.72% | +3,535+707.0% | Added |
| CRA Financial Services, LLC | 4,035 | $3.65M | 0.74% | +27+0.7% | Added |
| Davidson Capital Management Inc. | 4,031 | $3.65M | 1.13% | +789+24.3% | Added |
| Rational Advisors LLC | 4,009 | $3.63M | 0.35% | +259+6.9% | Added |
| Gryphon Financial Partners LLC | 4,007 | $3.63M | 0.54% | +294+7.9% | Added |
| Mitsubishi UFJ Asset Management (UK) Ltd. | 4,000 | $3.62M | 1.87% | 00.0% | Unchanged |
| Probity Advisors, Inc. | 3,993 | $3.62M | 0.75% | −403−9.2% | Reduced |
| Family Management Corp | 3,993 | $3.62M | 0.64% | +210+5.6% | Added |
| Kathmere Capital Management, LLC | 3,986 | $3.61M | 0.38% | −661−14.2% | Reduced |
| Warther Private Wealth, LLC | 3,965 | $3.59M | 1.41% | −260−6.2% | Reduced |
| Wallington Asset Management, LLC | 3,962 | $3.59M | 0.55% | −30−0.8% | Reduced |
| Somerville Kurt F | 3,950 | $3.58M | 0.60% | −310−7.3% | Reduced |
| Diversified, LLC | 3,949 | $3.58M | 0.42% | +3,174+409.5% | Added |
| Callan Capital, LLC | 3,943 | $3.57M | 0.29% | +536+15.7% | Added |
| Corundum Group, Inc. | 3,929 | $3.56M | 1.39% | +2,427+161.6% | Added |
| Catalina Capital Group, LLC | 3,928 | $3.56M | 1.35% | +290+8.0% | Added |
| Brooks, Moore & Associates, Inc. | 3,920 | $3.55M | 2.28% | +184+4.9% | Added |
| Aspiriant, LLC | 3,913 | $3.54M | 0.14% | +3,195+445.0% | Added |
| Westwood Holdings Group Inc. | 3,912 | $3.54M | 0.02% | +73+1.9% | Added |
| Jackson Wealth Management, LLC | 3,906 | $3.54M | 0.76% | −2,589−39.9% | Reduced |
| Mechanics Bank Trust Department | 3,894 | $3.53M | 0.50% | −245−5.9% | Reduced |
| Bourne Lent Asset Management Inc | 3,888 | $3.52M | 1.35% | +2+0.1% | Added |
| Berkshire Asset Management LLC | 3,886 | $3.52M | 0.18% | −100−2.5% | Reduced |
| Arden Trust Co | 3,886 | $3.52M | 0.49% | −289−6.9% | Reduced |
| Olistico Wealth, LLC | 3,885 | $3.52M | 2.24% | +135+3.6% | Added |
| Doheny Asset Management | 3,880 | $3.51M | 2.50% | +24+0.6% | Added |
| Western Financial Corp | 3,875 | $3.51M | 2.12% | −87−2.2% | Reduced |
| Sompo Asset Management Co., Ltd. | 3,870 | $3.50M | 0.59% | −280−6.7% | Reduced |
| Royal Capital Wealth Management, LLC | 3,869 | $3.50M | 2.64% | +191+5.2% | Added |
| SevenBridge Financial Group, LLC | 4,415 | $3.50M | 0.77% | −7,800−63.9% | Reduced |
| Newbridge Financial Services Group, Inc. | 3,850 | $3.49M | 1.30% | +597+18.4% | Added |
| Pennsylvania Capital Management Inc | 3,848 | $3.48M | 1.34% | +26+0.7% | Added |
| Humankind Investments LLC | 3,847 | $3.48M | 0.92% | −68−1.7% | Reduced |
| Diversify Wealth Management, LLC | 4,492 | $3.48M | 0.43% | +4,492 | New |
| Tritonpoint Wealth, LLC | 3,835 | $3.47M | 0.33% | +33+0.9% | Added |
| Sentry Investment Management LLC | 3,834 | $3.47M | 1.54% | −785−17.0% | Reduced |
| Beach Investment Counsel Inc | 3,830 | $3.47M | 0.43% | −140−3.5% | Reduced |
| Claro Advisors LLC | 3,830 | $3.47M | 0.54% | +216+6.0% | Added |
| Eqis Capital Management, Inc. | 3,828 | $3.47M | 0.28% | −108−2.7% | Reduced |
| Community Bank, N.A. | 3,819 | $3.46M | 0.46% | −347−8.3% | Reduced |
| Legacy Wealth Asset Management, LLC | 3,805 | $3.44M | 0.97% | −301−7.3% | Reduced |
| Oakworth Capital, Inc. | 3,805 | $3.44M | 0.25% | +381+11.1% | Added |
| WealthShield Partners, LLC | 3,804 | $3.44M | 0.52% | +339+9.8% | Added |
| Millennium Capital Advisors, LLC | 3,790 | $3.43M | 2.28% | +9+0.2% | Added |
| Pinnacle Wealth Management Advisory Group, LLC | 3,776 | $3.42M | 0.35% | −16−0.4% | Reduced |
| Ellevest, Inc. | 3,762 | $3.41M | 0.20% | +261+7.5% | Added |
| Trust Point Inc. | 3,760 | $3.40M | 0.27% | +24+0.6% | Added |
| Midland Wealth Advisors LLC | 3,756 | $3.40M | 0.20% | −26−0.7% | Reduced |
| Grimes & Company, Inc. | 3,747 | $3.39M | 0.10% | −85−2.2% | Reduced |
| 3Chopt Investment Partners, LLC | 3,746 | $3.39M | 1.04% | +483+14.8% | Added |
| RF&L Wealth Management, LLC | 3,734 | $3.38M | 2.57% | −150−3.9% | Reduced |
| Wealth Management Associates, Inc. | 3,718 | $3.37M | 1.58% | 00.0% | Unchanged |
| Kuhn & Co Investment Counsel | 3,702 | $3.35M | 3.01% | 00.0% | Unchanged |
| Burns J W & Co Inc | 3,701 | $3.35M | 0.45% | +125+3.5% | Added |
| Wright Investors Service Inc | 3,689 | $3.34M | 0.88% | +813+28.3% | Added |
| Peak Financial Advisors LLC | 3,684 | $3.34M | 1.91% | +34+0.9% | Added |
| Summit X, LLC | 3,657 | $3.33M | 0.75% | +228+6.6% | Added |
| Moseley Investment Management Inc | 3,671 | $3.32M | 1.54% | −219−5.6% | Reduced |
| Hanlon Investment Management, Inc. | 3,669 | $3.32M | 0.98% | +135+3.8% | Added |
| VeraBank, N.A. | 3,669 | $3.32M | 1.03% | −10−0.3% | Reduced |
| First Citizens Financial Corp | 3,666 | $3.32M | 1.96% | −858−19.0% | Reduced |
| United Bank | 3,665 | $3.32M | 1.66% | −23−0.6% | Reduced |
| Eagle Rock Investment Company, LLC | 3,664 | $3.32M | 0.60% | −94−2.5% | Reduced |
| Fishman Jay A Ltd | 3,661 | $3.31M | 0.35% | −230−5.9% | Reduced |
| Little House Capital LLC | 3,649 | $3.30M | 1.03% | +146+4.2% | Added |
| Opinicus Capital, Inc. | 3,646 | $3.30M | 2.78% | +21+0.6% | Added |
| Cairn Investment Group, Inc. | 3,645 | $3.30M | 1.93% | +65+1.8% | Added |
| Shilanski & Associates, Inc. | 3,644 | $3.30M | 1.11% | −122−3.2% | Reduced |
| Kesler, Norman & Wride, LLC | 3,642 | $3.30M | 0.70% | +657+22.0% | Added |
| Clean Yield Group | 3,637 | $3.29M | 1.23% | +4+0.1% | Added |
| Burton Enright Welch | 3,629 | $3.29M | 0.76% | −1,276−26.0% | Reduced |
| Van Cleef Asset Management,Inc | 3,611 | $3.27M | 0.41% | −20−0.6% | Reduced |
| Procyon Private Wealth Partners, LLC | 3,605 | $3.26M | 0.24% | +12+0.3% | Added |
| Graphene Investments SAS | 3,600 | $3.26M | 2.05% | −600−14.3% | Reduced |
| Patron Partners Advisors, LLC | 3,558 | $3.22M | 1.89% | −45−1.2% | Reduced |
| Maven Securities LTD | 3,555 | $3.22M | 0.50% | −3,234−47.6% | Reduced |
| Capital Advisory Group Advisory Services, LLC | 3,552 | $3.22M | 1.37% | −8−0.2% | Reduced |
| Strategy Asset Managers LLC | 6,838 | $3.21M | 0.72% | −8,558−55.6% | Reduced |
| Guild Investment Management, Inc. | 3,537 | $3.20M | 3.66% | −677−16.1% | Reduced |
| Chesapeake Wealth Management | 3,537 | $3.20M | 1.16% | −135−3.7% | Reduced |
| Copperwynd Financial, LLC | 3,979 | $3.20M | 1.05% | +243+6.5% | Added |
| Massmutual Trust Co FSB | 3,534 | $3.20M | 0.10% | +315+9.8% | Added |
| Leo Wealth, LLC | 3,515 | $3.19M | 0.33% | −2,412−40.7% | Reduced |
| Haverford Trust Co | 3,484 | $3.15M | 0.03% | −1,349−27.9% | Reduced |
| First National Bank & Trust Co of Newtown | 3,484 | $3.15M | 0.64% | 00.0% | Unchanged |
| Ironwood Investment Counsel, LLC | 3,480 | $3.15M | 0.56% | +52+1.5% | Added |
| DF Dent & Co Inc | 3,478 | $3.15M | 0.04% | 00.0% | Unchanged |
| Capital Market Strategies LLC | 3,469 | $3.14M | 1.98% | +45+1.3% | Added |
| Sippican Capital Advisors | 3,469 | $3.14M | 2.49% | −117−3.3% | Reduced |
| Tufton Capital Management | 3,467 | $3.14M | 0.61% | +15+0.4% | Added |
| AlTi Global, Inc. | 3,466 | $3.14M | 0.08% | −3,745−51.9% | Reduced |
| Legacy Bridge, LLC | 3,462 | $3.13M | 1.85% | −828−19.3% | Reduced |
| Rakuten Securities, Inc. | 3,459 | $3.13M | 1.34% | +503+17.0% | Added |
| Osborne Partners Capital Management, LLC | 3,451 | $3.12M | 0.19% | +3,451 | New |
| Centerpoint Advisors, LLC | 3,444 | $3.12M | 1.12% | +16+0.5% | Added |
| Trustmark National Bank Trust Department | 3,439 | $3.11M | 0.25% | +354+11.5% | Added |
| Ifrah Financial Services, Inc. | 3,437 | $3.11M | 0.88% | −505−12.8% | Reduced |