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 |
|---|---|---|---|---|---|
| Forte Capital LLC | 1,713 | $1.55M | 0.19% | +20+1.2% | Added |
| JGP Wealth Management, LLC | 1,712 | $1.55M | 0.22% | −197−10.3% | Reduced |
| Wolff Wiese Magana LLC | 1,710 | $1.55M | 1.23% | +5+0.3% | Added |
| Winthrop Advisory Group LLC | 1,708 | $1.55M | 0.21% | −58−3.3% | Reduced |
| WR Wealth Planners, LLC | 1,708 | $1.55M | 0.47% | −19−1.1% | Reduced |
| Mechanics Financial Corp | 1,706 | $1.54M | 0.79% | −100−5.5% | Reduced |
| Alan B. Lancz & Associates, Inc. | 1,705 | $1.54M | 1.53% | +1,705 | New |
| Stonebridge Financial Planning Group, LLC | 1,700 | $1.54M | 0.77% | +322+23.4% | Added |
| Rollins Financial Advisors, LLC | 1,693 | $1.53M | 0.26% | −117−6.5% | Reduced |
| Michael B. Yongue | 1,690 | $1.53M | 1.32% | 00.0% | Unchanged |
| Lee Financial Co | 1,688 | $1.53M | 0.25% | +141+9.1% | Added |
| Motiv8 Investments LLC | 1,687 | $1.53M | 1.14% | +10+0.6% | Added |
| Thompson Davis & Co., Inc. | 1,687 | $1.53M | 1.32% | +12+0.7% | Added |
| Financial Avengers, Inc. | 1,686 | $1.53M | 0.81% | +1,343+391.5% | Added |
| Mosaic Family Wealth Partners, LLC | 1,681 | $1.52M | 0.24% | −41−2.4% | Reduced |
| Auxano Advisors, LLC | 1,671 | $1.51M | 0.42% | +23+1.4% | Added |
| Sage Private Wealth Group, LLC | 1,671 | $1.51M | 1.27% | −59−3.4% | Reduced |
| Aveo Capital Partners, LLC | 1,667 | $1.51M | 0.17% | −339−16.9% | Reduced |
| Armor Investment Advisors, LLC | 1,666 | $1.51M | 0.70% | −1−0.1% | Reduced |
| Diametric Capital, LP | 1,665 | $1.51M | 0.82% | +470+39.3% | Added |
| BBR Partners, LLC | 1,659 | $1.50M | 0.12% | −829−33.3% | Reduced |
| Secure Asset Management, LLC | 1,655 | $1.50M | 0.28% | +1,105+200.9% | Added |
| Lakeridge Wealth Management LLC | 1,654 | $1.50M | 0.90% | −90−5.2% | Reduced |
| Silver Lake Advisory, LLC | 1,653 | $1.50M | 0.67% | −28−1.7% | Reduced |
| Fortem Financial Group, LLC | 1,648 | $1.49M | 0.64% | −67−3.9% | Reduced |
| FC Advisory LLC | 1,647 | $1.49M | 0.55% | −25−1.5% | Reduced |
| Global Financial Private Client, LLC | 1,645 | $1.49M | 0.62% | −10−0.6% | Reduced |
| AlphaCore Capital LLC | 1,645 | $1.49M | 0.36% | +572+53.3% | Added |
| Camden National Bank | 1,645 | $1.49M | 0.23% | +7+0.4% | Added |
| Plante Moran Financial Advisors, LLC | 1,645 | $1.49M | 0.15% | +105+6.8% | Added |
| Longview Financial Advisors, Inc. | 1,638 | $1.48M | 1.13% | 00.0% | Unchanged |
| Jmac Enterprises LLC | 1,638 | $1.48M | 0.26% | +9+0.6% | Added |
| Apella Capital, LLC | 1,588 | $1.48M | 0.07% | −22−1.4% | Reduced |
| Driehaus Capital Management LLC | 1,635 | $1.48M | 0.01% | +793+94.2% | Added |
| Glass Wealth Management Co LLC | 1,629 | $1.47M | 0.86% | +612+60.2% | Added |
| Cooper Financial Group | 1,627 | $1.47M | 0.22% | +106+7.0% | Added |
| Acropolis Investment Management, LLC | 1,619 | $1.47M | 0.09% | +906+127.1% | Added |
| Westbourne Investment Advisors, Inc. | 1,618 | $1.47M | 0.53% | 00.0% | Unchanged |
| Telos Capital Management, Inc. | 1,616 | $1.46M | 0.16% | −70−4.2% | Reduced |
| Brown Wealth Management, LLC | 1,616 | $1.46M | 0.59% | +1+0.1% | Added |
| Waypoint Capital Advisors, LLC | 1,613 | $1.46M | 0.36% | +113+7.5% | Added |
| Seascape Capital Management | 1,611 | $1.46M | 0.54% | +3+0.2% | Added |
| Trail Ridge Investment Advisors, LLC | 1,607 | $1.45M | 0.75% | +3+0.2% | Added |
| Strategic Advisors LLC | 1,605 | $1.45M | 0.28% | +44+2.8% | Added |
| Integrated Investment Consultants, LLC | 1,864 | $1.45M | 0.40% | 00.0% | Unchanged |
| Prescott Group Capital Management, L.L.C. | 1,600 | $1.45M | 0.23% | 00.0% | Unchanged |
| Capital Management Associates | 1,600 | $1.45M | 1.72% | 00.0% | Unchanged |
| Monetta Financial Services Inc | 1,600 | $1.45M | 1.25% | 00.0% | Unchanged |
| Atticus Wealth Management, LLC | 1,598 | $1.45M | 0.47% | −60−3.6% | Reduced |
| CarsonAllaria Wealth Management, Ltd. | 1,595 | $1.44M | 0.88% | −38−2.3% | Reduced |
| Whitener Capital Management, Inc. | 1,595 | $1.44M | 0.44% | +187+13.3% | Added |
| Dogwood Wealth Management LLC | 1,593 | $1.44M | 0.89% | +166+11.6% | Added |
| Analyst IMS Investment Management Services Ltd. | 1,589 | $1.44M | 0.06% | +1,142+255.5% | Added |
| WealthPLAN Partners, LLC | 1,581 | $1.43M | 0.15% | +3+0.2% | Added |
| Klingman & Associates, LLC | 1,578 | $1.43M | 0.10% | +292+22.7% | Added |
| Cox Capital Mgt LLC | 1,575 | $1.43M | 0.86% | 00.0% | Unchanged |
| Zimmermann Investment Management & Planning LLC | 1,565 | $1.42M | 0.47% | +825+111.5% | Added |
| Taylor Frigon Capital Management LLC | 1,564 | $1.42M | 0.67% | −18−1.1% | Reduced |
| Financial Management Network Inc | 1,544 | $1.41M | 0.34% | +261+20.3% | Added |
| Smith, Salley & Associates | 1,559 | $1.41M | 0.10% | +267+20.7% | Added |
| BHK Investment Advisors, LLC | 1,558 | $1.41M | 0.55% | 00.0% | Unchanged |
| Aprio Wealth Management, LLC | 1,557 | $1.41M | 0.26% | +1+0.1% | Added |
| Manhattan West Asset Management, LLC | 1,557 | $1.41M | 0.38% | −208−11.8% | Reduced |
| Forbes J M & Co LLP | 1,554 | $1.41M | 0.14% | −14−0.9% | Reduced |
| Patriot Investment Management Inc. | 1,550 | $1.40M | 0.11% | 00.0% | Unchanged |
| Solstein Capital, LLC | 1,549 | $1.40M | 0.92% | −74−4.6% | Reduced |
| LifePro Asset Management | 1,549 | $1.40M | 1.01% | −70−4.3% | Reduced |
| Brady Family Wealth, LLC | 1,547 | $1.40M | 0.45% | −30−1.9% | Reduced |
| Dover Advisors, LLC | 1,547 | $1.40M | 0.87% | −18−1.2% | Reduced |
| WMS Partners, LLC | 1,547 | $1.40M | 0.09% | −17−1.1% | Reduced |
| UMA Financial Services, Inc. | 1,487 | $1.40M | 0.26% | +289+24.1% | Added |
| Cornell Pochily Investment Advisors, Inc. | 1,543 | $1.40M | 0.53% | +216+16.3% | Added |
| Optiver Holding B.V. | 1,541 | $1.40M | 0.03% | +1,541 | New |
| Smith Chas P & Associates Pa Cpas | 1,534 | $1.39M | 0.08% | +35+2.3% | Added |
| Gunn & Co Investment Management, Inc. | 1,534 | $1.39M | 0.08% | +734+91.8% | Added |
| Mayfair Advisory Group, LLC | 1,463 | $1.39M | 0.94% | −26−1.7% | Reduced |
| McLean Asset Management Corp | 1,476 | $1.39M | 0.45% | +39+2.7% | Added |
| Cherry Tree Wealth Management, LLC | 1,531 | $1.39M | 0.35% | +10+0.7% | Added |
| Alpha Family Trust | 1,530 | $1.39M | 0.81% | 00.0% | Unchanged |
| Future Financial Wealth Managment LLC | 1,528 | $1.38M | 1.22% | +1,504+6,266.7% | Added |
| Nvest Financial, LLC | 1,528 | $1.38M | 0.85% | −12−0.8% | Reduced |
| Thrive Wealth Management, LLC | 1,528 | $1.38M | 0.27% | −26−1.7% | Reduced |
| Verity Asset Management, Inc. | 1,526 | $1.38M | 0.54% | +793+108.2% | Added |
| Black Diamond Financial, LLC | 1,522 | $1.38M | 0.27% | +443+41.1% | Added |
| Texas Capital Bancshares Inc | 1,517 | $1.37M | 0.56% | 00.0% | Unchanged |
| Norman Fields, Gottscho Capital Management, LLC | 1,460 | $1.37M | 0.48% | 00.0% | Unchanged |
| Capital Insight Partners, LLC | 1,514 | $1.37M | 0.26% | −75−4.7% | Reduced |
| Orion Capital Management LLC | 1,510 | $1.37M | 0.72% | +70+4.9% | Added |
| Tudor Investment Corp Et Al | 1,510 | $1.37M | 0.02% | +1,510 | New |
| Intrua Financial, LLC | 1,507 | $1.36M | 0.22% | −499−24.9% | Reduced |
| Verus Capital Partners, LLC | 1,504 | $1.36M | 0.14% | +224+17.5% | Added |
| Sky Investment Group LLC | 1,503 | $1.36M | 0.26% | −36−2.3% | Reduced |
| HighVista Strategies LLC | 1,500 | $1.36M | 0.50% | +1,500 | New |
| Loomis Sayles & Co L P | 1,499 | $1.36M | 0.00% | +231+18.2% | Added |
| MSH Capital Advisors LLC | 1,498 | $1.36M | 0.45% | −183−10.9% | Reduced |
| Financial Engines Advisors L.L.C. | 1,497 | $1.36M | 0.00% | +79+5.6% | Added |
| SignalPoint Asset Management, LLC | 1,496 | $1.35M | 0.36% | +7+0.5% | Added |
| Smith Group Asset Management, LLC | 1,493 | $1.35M | 0.12% | −7,926−84.1% | Reduced |
| Greenspring Advisors, LLC | 1,490 | $1.35M | 0.32% | +190+14.6% | Added |
| Occidental Asset Management, LLC | 1,487 | $1.35M | 0.24% | −80−5.1% | Reduced |