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 |
|---|---|---|---|---|---|
| Morris Financial Concepts, Inc. | 2,177 | $1.97M | 0.94% | −73−3.2% | Reduced |
| Boltwood Capital Management | 2,170 | $1.96M | 0.61% | −133−5.8% | Reduced |
| Moss Adams Wealth Advisors LLC | 2,168 | $1.96M | 0.27% | +489+29.1% | Added |
| Bridge Creek Capital Management LLC | 2,165 | $1.96M | 0.63% | −160−6.9% | Reduced |
| Van Hulzen Asset Management, LLC | 2,161 | $1.96M | 0.13% | +49+2.3% | Added |
| Redwood Investments, LLC | 2,365 | $1.95M | 0.67% | +2,365 | New |
| Facet Wealth, Inc. | 2,471 | $1.95M | 0.06% | +68+2.8% | Added |
| Orser Capital Management, LLC | 2,154 | $1.95M | 1.59% | +7+0.3% | Added |
| JGP Global Gestao de Recursos Ltda. | 2,152 | $1.95M | 2.47% | −25−1.1% | Reduced |
| Thompson Siegel & Walmsley LLC | 2,146 | $1.94M | 0.03% | −1,299−37.7% | Reduced |
| Estate Counselors, LLC | 2,143 | $1.94M | 0.21% | 00.0% | Unchanged |
| Sage Rhino Capital LLC | 2,143 | $1.94M | 0.46% | +24+1.1% | Added |
| Aviso Wealth Management | 2,139 | $1.94M | 1.15% | +79+3.8% | Added |
| Halbert Hargrove Global Advisors, LLC | 2,138 | $1.94M | 0.11% | −55−2.5% | Reduced |
| Cim Investment Mangement Inc | 2,137 | $1.93M | 0.60% | −29−1.3% | Reduced |
| Cypress Wealth Services, LLC | 2,136 | $1.93M | 0.43% | +370+21.0% | Added |
| Drexel Morgan & Co. | 2,134 | $1.93M | 0.41% | 00.0% | Unchanged |
| Scott & Selber, Inc. | 2,134 | $1.93M | 0.62% | +15+0.7% | Added |
| Fort Washington Investment Advisors Inc | 2,132 | $1.93M | 0.01% | +3+0.1% | Added |
| Ti-Trust, Inc | 2,130 | $1.93M | 1.49% | −305−12.5% | Reduced |
| Farmers & Merchants Trust Co of Long Beach | 2,128 | $1.93M | 0.50% | −1,579−42.6% | Reduced |
| Founders Financial Alliance, LLC | 2,126 | $1.93M | 0.57% | −10.0% | Reduced |
| Financial Enhancement Group LLC | 2,309 | $1.92M | 0.31% | +438+23.4% | Added |
| Archvest Wealth Advisors, Inc. | 2,102 | $1.92M | 1.27% | +3+0.1% | Added |
| Saxony Capital Management, LLC | 2,121 | $1.92M | 2.11% | +297+16.3% | Added |
| Seven Eight Capital, LP | 2,118 | $1.92M | 0.20% | +1,258+146.3% | Added |
| Marco Investment Management LLC | 2,113 | $1.91M | 0.18% | +42+2.0% | Added |
| Dynamic Technology Lab Private Ltd | 2,112 | $1.91M | 0.22% | −4,161−66.3% | Reduced |
| J. W. Coons Advisors, LLC | 2,111 | $1.91M | 0.46% | −108−4.9% | Reduced |
| Visionary Wealth Advisors | 2,110 | $1.91M | 0.12% | +176+9.1% | Added |
| Camden Capital, LLC | 2,100 | $1.90M | 0.15% | −1,819−46.4% | Reduced |
| Hussman Strategic Advisors, Inc. | 2,100 | $1.90M | 0.52% | +2,100 | New |
| Cetera Trust Company, N.A | 2,099 | $1.90M | 1.19% | 00.0% | Unchanged |
| Summit Financial Strategies, Inc. | 2,094 | $1.90M | 0.24% | −24−1.1% | Reduced |
| Onefund, LLC | 2,087 | $1.89M | 2.06% | +35+1.7% | Added |
| Unionview, LLC | 2,085 | $1.89M | 1.54% | 00.0% | Unchanged |
| Canton Hathaway, LLC | 2,085 | $1.89M | 0.52% | 00.0% | Unchanged |
| Wealthspan Partners, LLC | 2,082 | $1.89M | 1.04% | 00.0% | Unchanged |
| Kanawha Capital Management LLC | 2,082 | $1.88M | 0.15% | +733+54.3% | Added |
| Norden Group LLC | 2,080 | $1.88M | 0.38% | +27+1.3% | Added |
| Silver Oak Securities, Inc | 2,080 | $1.88M | 0.28% | +209+11.2% | Added |
| Parnassus Investments | 2,075 | $1.88M | 0.00% | +434+26.4% | Added |
| Sonora Investment Management Group, LLC | 2,412 | $1.88M | 0.15% | 00.0% | Unchanged |
| Brendel Financial Advisors LLC | 2,070 | $1.87M | 1.19% | +2,070 | New |
| Lineweaver Wealth Advisors, LLC | 2,064 | $1.87M | 0.39% | −47−2.2% | Reduced |
| Kirr Marbach & Co LLC | 2,068 | $1.87M | 0.45% | 00.0% | Unchanged |
| Bristlecone Advisors, LLC | 2,067 | $1.87M | 0.16% | +10+0.5% | Added |
| ARS Wealth Advisors Group, LLC | 2,066 | $1.87M | 0.24% | +44+2.2% | Added |
| Oarsman Capital, Inc. | 2,062 | $1.87M | 0.41% | 00.0% | Unchanged |
| Sandy Cove Advisors, LLC | 2,062 | $1.87M | 0.83% | −89−4.1% | Reduced |
| Kensington Investment Counsel, LLC | 2,061 | $1.87M | 0.83% | −11−0.5% | Reduced |
| Vaughan David Investments LLC | 2,056 | $1.86M | 0.05% | −1,765−46.2% | Reduced |
| United Bank | 2,055 | $1.86M | 0.23% | −1,401−40.5% | Reduced |
| Diversified Portfolios, Inc. | 2,054 | $1.86M | 0.25% | +50+2.5% | Added |
| Nikulski Financial, Inc. | 2,053 | $1.86M | 0.59% | +135+7.0% | Added |
| LCNB Corp | 2,051 | $1.86M | 0.69% | −234−10.2% | Reduced |
| Heritage Investment Group, Inc. | 2,047 | $1.85M | 0.38% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 2,044 | $1.85M | 0.60% | −25−1.2% | Reduced |
| Jacobson & Schmitt Advisors, LLC | 2,040 | $1.85M | 0.42% | +2,040 | New |
| First Commonwealth Financial Corp | 2,040 | $1.85M | 0.48% | +472+30.1% | Added |
| JSF Financial, LLC | 2,039 | $1.85M | 0.57% | +50+2.5% | Added |
| Woodard & Co Asset Management Group Inc | 2,037 | $1.84M | 0.46% | +46+2.3% | Added |
| Liberty Capital Management, Inc. | 2,035 | $1.84M | 0.44% | −300−12.8% | Reduced |
| NCM Capital Management, LLC | 2,030 | $1.84M | 0.96% | −100−4.7% | Reduced |
| Patriot Financial Group Insurance Agency, LLC | 2,027 | $1.84M | 0.27% | −175−7.9% | Reduced |
| First Command Advisory Services, Inc. | 2,025 | $1.83M | 0.02% | +83+4.3% | Added |
| US Asset Management LLC | 2,020 | $1.83M | 1.65% | −74−3.5% | Reduced |
| Intact Investment Management Inc. | 2,020 | $1.83M | 0.07% | +620+44.3% | Added |
| Keynote Financial Services LLC | 2,016 | $1.83M | 1.53% | +5+0.2% | Added |
| Partners Capital Investment Group, LLP | 2,010 | $1.82M | 0.03% | +1,006+100.2% | Added |
| Navalign, LLC | 2,012 | $1.82M | 0.57% | 00.0% | Unchanged |
| Compass Ion Advisors, LLC | 2,340 | $1.82M | 0.26% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 2,009 | $1.82M | 0.24% | −391−16.3% | Reduced |
| Mendel Money Management | 2,009 | $1.82M | 0.85% | −6−0.3% | Reduced |
| James J. Burns & Company, LLC | 2,007 | $1.82M | 0.36% | +7+0.4% | Added |
| Alpha Omega Wealth Management LLC | 2,006 | $1.82M | 0.35% | +22+1.1% | Added |
| Merrion Investment Management Co, LLC | 2,000 | $1.81M | 1.24% | −200−9.1% | Reduced |
| Helios Capital Management Pte. Ltd | 2,000 | $1.81M | 1.18% | 00.0% | Unchanged |
| Pettyjohn, Wood & White, Inc | 1,997 | $1.81M | 0.35% | +43+2.2% | Added |
| Stevard, LLC | 1,997 | $1.81M | 1.56% | +313+18.6% | Added |
| WealthPlan Investment Management, LLC | 1,994 | $1.81M | 0.27% | +2+0.1% | Added |
| Ignite Planners, LLC | 1,967 | $1.80M | 0.44% | +4+0.2% | Added |
| Shulman DeMeo Asset Management LLC | 1,987 | $1.80M | 0.47% | −10−0.5% | Reduced |
| Balboa Wealth Partners | 1,985 | $1.80M | 0.47% | +147+8.0% | Added |
| LGL Partners, LLC | 1,985 | $1.80M | 0.26% | +5+0.3% | Added |
| D'Orazio & Associates, Inc. | 1,981 | $1.79M | 0.28% | +45+2.3% | Added |
| Tiemann Investment Advisors, LLC | 1,980 | $1.79M | 0.80% | −27−1.3% | Reduced |
| Atlas Brown,Inc. | 1,976 | $1.79M | 0.64% | +45+2.3% | Added |
| TBH Global Asset Management, LLC | 1,974 | $1.79M | 0.40% | −47−2.3% | Reduced |
| Ted Buchan & Co | 1,966 | $1.78M | 0.95% | +95+5.1% | Added |
| Clare Market Investments LLC | 1,963 | $1.78M | 0.50% | +302+18.2% | Added |
| Exchange Capital Management, Inc. | 1,960 | $1.77M | 0.29% | −35−1.8% | Reduced |
| Baxter Bros Inc | 1,958 | $1.77M | 0.23% | 00.0% | Unchanged |
| New England Research & Management, Inc. | 1,956 | $1.77M | 0.85% | −225−10.3% | Reduced |
| Galvin, Gaustad & Stein, LLC | 1,954 | $1.77M | 0.16% | −73−3.6% | Reduced |
| One Capital Management, LLC | 1,953 | $1.77M | 0.06% | +285+17.1% | Added |
| Redwood Wealth Management Group, LLC | 1,948 | $1.76M | 1.33% | +12+0.6% | Added |
| Asahi Life Asset Management Co., Ltd. | 1,948 | $1.76M | 1.21% | +440+29.2% | Added |
| Fiduciary Family Office, LLC | 1,944 | $1.76M | 0.69% | −205−9.5% | Reduced |
| S.A. Mason LLC | 1,944 | $1.76M | 1.00% | +137+7.6% | Added |