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 |
|---|---|---|---|---|---|
| Mattern Wealth Management LLC | 3,004 | $2.72M | 0.65% | 00.0% | Unchanged |
| MJP Associates Inc | 3,004 | $2.72M | 0.57% | +10+0.3% | Added |
| Morningstar Investment Services LLC | 2,983 | $2.71M | 0.03% | +667+28.8% | Added |
| Accent Capital Management, LLC | 2,986 | $2.70M | 1.66% | +12+0.4% | Added |
| IFG Advisory, LLC | 2,980 | $2.70M | 0.17% | −177−5.6% | Reduced |
| Means Investment Co., Inc. | 2,973 | $2.69M | 0.32% | −309−9.4% | Reduced |
| AdvisorNet Financial, Inc | 2,972 | $2.69M | 0.24% | −36−1.2% | Reduced |
| McAdam, LLC | 2,969 | $2.69M | 0.16% | +523+21.4% | Added |
| RB Capital Management, LLC | 2,967 | $2.69M | 0.69% | +238+8.7% | Added |
| MRP Capital Investments, LLC | 2,955 | $2.68M | 2.50% | −175−5.6% | Reduced |
| Legacy Financial Advisors, Inc. | 2,948 | $2.67M | 0.48% | +44+1.5% | Added |
| Main Street Financial Solutions, LLC | 2,945 | $2.67M | 0.25% | +564+23.7% | Added |
| Pavion Blue Capital, LLC | 2,943 | $2.66M | 1.31% | 00.0% | Unchanged |
| Castle Rock Wealth Management, LLC | 2,899 | $2.65M | 0.66% | +190+7.0% | Added |
| Patrick M Sweeney & Associates, Inc | 2,928 | $2.65M | 2.14% | +22+0.8% | Added |
| Forza Wealth Management, LLC | 2,925 | $2.65M | 1.37% | 00.0% | Unchanged |
| Northwest Quadrant Wealth Management, LLC | 2,924 | $2.65M | 0.65% | +3+0.1% | Added |
| 180 Wealth Advisors, LLC | 2,829 | $2.64M | 0.43% | −2,098−42.6% | Reduced |
| Capital Investment Counsel, LLC | 2,912 | $2.64M | 0.52% | −15−0.5% | Reduced |
| RKL Wealth Management LLC | 2,904 | $2.63M | 0.25% | −294−9.2% | Reduced |
| Berger Financial Group, Inc | 2,900 | $2.63M | 0.21% | +44+1.5% | Added |
| Prosperitas Financial LLC | 2,898 | $2.62M | 1.60% | −35−1.2% | Reduced |
| Marcum Wealth, LLC | 2,897 | $2.62M | 0.26% | −20−0.7% | Reduced |
| Laraway Financial Inc | 2,895 | $2.62M | 2.24% | +7+0.2% | Added |
| PSI Advisors, LLC | 2,895 | $2.62M | 0.83% | −13−0.4% | Reduced |
| Harvest Investment Services, LLC | 2,894 | $2.62M | 1.04% | −581−16.7% | Reduced |
| New Covenant Trust Company, N.A. | 3,033 | $2.60M | 2.99% | −245−7.5% | Reduced |
| Physicians Financial Services, Inc. | 2,864 | $2.59M | 0.84% | +51+1.8% | Added |
| KPP Advisory Services LLC | 2,862 | $2.59M | 0.69% | −157−5.2% | Reduced |
| MCF Advisors LLC | 2,848 | $2.58M | 0.20% | −7−0.2% | Reduced |
| Kavar Capital Partners Group, LLC | 2,843 | $2.57M | 0.46% | +25+0.9% | Added |
| Monument Capital Management | 2,842 | $2.57M | 0.76% | −74−2.5% | Reduced |
| Pegasus Asset Management, Inc. | 2,833 | $2.56M | 0.98% | +3+0.1% | Added |
| Arcadia Investment Management Corp | 2,833 | $2.56M | 0.44% | +1,694+148.7% | Added |
| TCTC Holdings, LLC | 2,830 | $2.56M | 0.09% | −55−1.9% | Reduced |
| Graves-Light Private Wealth Management, Inc. | 2,797 | $2.56M | 0.29% | 00.0% | Unchanged |
| Country Club Bank | 2,811 | $2.56M | 0.18% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 2,821 | $2.55M | 0.38% | +190+7.2% | Added |
| AAFMAA Wealth Management & Trust LLC | 2,816 | $2.55M | 1.25% | −228−7.5% | Reduced |
| Marino, Stram & Associates LLC | 2,814 | $2.55M | 0.62% | +19+0.7% | Added |
| Buffington Mohr McNeal | 2,813 | $2.55M | 0.45% | −152−5.1% | Reduced |
| SP Asset Management LLC | 2,810 | $2.54M | 0.23% | +107+4.0% | Added |
| Chapman Investment Management, LLC | 2,806 | $2.54M | 1.93% | +111+4.1% | Added |
| Itau Unibanco Holding S.A. | 2,806 | $2.54M | 0.10% | +2,806 | New |
| Vigilare Wealth Management | 2,804 | $2.54M | 1.12% | −46−1.6% | Reduced |
| Jackson, Grant Investment Advisers, Inc. | 2,796 | $2.53M | 1.02% | −206−6.9% | Reduced |
| Portside Wealth Group, LLC | 2,793 | $2.53M | 0.48% | −271−8.8% | Reduced |
| Washburn Capital Management, Inc. | 2,789 | $2.53M | 1.80% | −31−1.1% | Reduced |
| West Paces Advisors Inc. | 2,788 | $2.52M | 0.66% | −43−1.5% | Reduced |
| First Foundation Advisors | 2,785 | $2.52M | 0.10% | +57+2.1% | Added |
| Lazard Freres Gestion S.A.S. | 2,774 | $2.52M | 0.06% | +697+33.6% | Added |
| Hudock, Inc. | 2,774 | $2.51M | 0.47% | −109−3.8% | Reduced |
| Mission Creek Capital Partners, Inc. | 2,771 | $2.51M | 0.63% | +1,510+119.7% | Added |
| Northern Financial Advisors Inc | 2,769 | $2.51M | 2.01% | +292+11.8% | Added |
| Costello Asset Management, INC | 2,766 | $2.50M | 1.87% | −137−4.7% | Reduced |
| Human Investing LLC | 2,762 | $2.50M | 0.49% | +2+0.1% | Added |
| Ashton Thomas Securities, LLC | 2,679 | $2.50M | 0.61% | +2,679 | New |
| FCG Investment Co | 2,757 | $2.50M | 1.89% | +215+8.5% | Added |
| Personal Cfo Solutions, LLC | 2,755 | $2.49M | 0.38% | +317+13.0% | Added |
| Broderick Brian C | 2,752 | $2.49M | 0.51% | +207+8.1% | Added |
| Full Sail Capital, LLC | 2,752 | $2.49M | 0.17% | −4−0.1% | Reduced |
| Grandfield & Dodd, LLC | 2,748 | $2.49M | 0.16% | −142−4.9% | Reduced |
| Wealth Effects LLC | 2,740 | $2.48M | 0.90% | −74−2.6% | Reduced |
| Everpar Advisors LLC | 2,738 | $2.48M | 1.24% | +185+7.2% | Added |
| Alera Investment Advisors, LLC | 2,724 | $2.47M | 0.30% | +1,359+99.6% | Added |
| Waterloo Capital, L.P. | 2,719 | $2.46M | 0.30% | +1,502+123.4% | Added |
| Rockline Wealth Management, LLC | 2,719 | $2.46M | 0.76% | +179+7.0% | Added |
| Parcion Private Wealth LLC | 2,717 | $2.46M | 0.22% | −970−26.3% | Reduced |
| Garrett Investment Advisors LLC | 2,717 | $2.46M | 0.29% | +1,716+171.4% | Added |
| KKM Financial LLC | 2,719 | $2.46M | 1.16% | +85+3.2% | Added |
| St Germain D J Co Inc | 2,693 | $2.44M | 0.12% | +1,407+109.4% | Added |
| Allstate Corp | 2,689 | $2.43M | 0.20% | −48−1.8% | Reduced |
| Future Fund LLC | 2,660 | $2.43M | 6.10% | +1,798+208.6% | Added |
| Thomas Story & Son LLC | 2,655 | $2.40M | 1.04% | 00.0% | Unchanged |
| Quadcap Wealth Management, LLC | 2,650 | $2.40M | 0.43% | +838+46.2% | Added |
| Stonebrook Private Inc. | 2,650 | $2.40M | 0.69% | +70+2.7% | Added |
| Relyea Zuckerberg Hanson LLC | 2,642 | $2.39M | 0.40% | +167+6.7% | Added |
| Hendershot Investments Inc. | 2,636 | $2.39M | 0.34% | −96−3.5% | Reduced |
| Fortis Capital Advisors, LLC | 2,636 | $2.39M | 0.86% | +531+25.2% | Added |
| Optimist Retirement Group LLC | 2,633 | $2.38M | 1.25% | −418−13.7% | Reduced |
| Stonebridge Capital Advisors LLC | 2,630 | $2.38M | 0.21% | −78−2.9% | Reduced |
| Cito Capital Group, LLC | 2,630 | $2.38M | 0.92% | +500+23.5% | Added |
| Arlington Trust Co LLC | 2,628 | $2.38M | 0.56% | −73−2.7% | Reduced |
| Options Solutions, LLC | 2,628 | $2.38M | 1.43% | −26−1.0% | Reduced |
| Douglas Lane & Associates, LLC | 2,622 | $2.37M | 0.03% | −323−11.0% | Reduced |
| Deroy & Devereaux Private Investment Counsel Inc | 2,611 | $2.36M | 0.15% | −148−5.4% | Reduced |
| BFSG, LLC | 2,610 | $2.36M | 0.30% | −31−1.2% | Reduced |
| Peoples Bank | 2,605 | $2.36M | 1.22% | +222+9.3% | Added |
| Optas, LLC | 2,601 | $2.35M | 0.61% | +100+4.0% | Added |
| Good Life Advisors, LLC | 2,599 | $2.35M | 0.19% | −257−9.0% | Reduced |
| Lane & Associates LLC | 2,595 | $2.35M | 1.39% | −28−1.1% | Reduced |
| Regent Peak Wealth Advisors LLC | 2,594 | $2.35M | 0.58% | +54+2.1% | Added |
| American Planning Services, Inc. | 2,592 | $2.35M | 1.65% | +2,592 | New |
| Clear Investment Research, LLC | 2,590 | $2.35M | 3.06% | −10.0% | Reduced |
| Garrison Asset Management, LLC | 2,577 | $2.33M | 1.23% | −120−4.4% | Reduced |
| Vivaldi Capital Management, LLC | 2,577 | $2.33M | 0.66% | +158+6.5% | Added |
| Oak Hill Wealth Advisors, LLC | 2,576 | $2.33M | 0.71% | +2,576 | New |
| West Michigan Advisors, LLC | 2,576 | $2.33M | 0.74% | +34+1.3% | Added |
| Sargent Investment Group, LLC | 2,563 | $2.32M | 0.47% | +264+11.5% | Added |
| Taurus Asset Management, LLC | 2,562 | $2.32M | 0.23% | −78−3.0% | Reduced |