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 |
|---|---|---|---|---|---|
| NWF Advisory Services Inc. | 1,483 | $1.34M | 0.21% | +206+16.1% | Added |
| Wiser Advisor Group LLC | 1,481 | $1.34M | 2.11% | +34+2.3% | Added |
| Whalen Wealth Management Inc. | 1,477 | $1.34M | 1.06% | −247−14.3% | Reduced |
| CORDA Investment Management, LLC. | 1,477 | $1.34M | 0.11% | −190−11.4% | Reduced |
| Pine Harbor Wealth Management, LLC | 1,477 | $1.34M | 0.79% | +2+0.1% | Added |
| Amplius Wealth Advisors, LLC | 1,472 | $1.33M | 0.15% | −27−1.8% | Reduced |
| Bell Bank | 1,469 | $1.33M | 0.11% | 00.0% | Unchanged |
| ERn Financial, LLC | 1,467 | $1.33M | 0.22% | +53+3.7% | Added |
| Resources Management Corp | 1,467 | $1.33M | 0.19% | −8−0.5% | Reduced |
| Valley Brook Capital Group | 1,464 | $1.33M | 1.03% | +106+7.8% | Added |
| Zullo Investment Group, Inc. | 1,463 | $1.32M | 0.58% | +14+1.0% | Added |
| BCJ Capital Management, LLC | 1,461 | $1.32M | 0.11% | −156−9.6% | Reduced |
| Darden Wealth Group Inc | 1,460 | $1.32M | 1.00% | 00.0% | Unchanged |
| Wealth Management Partners, LLC | 1,458 | $1.32M | 0.64% | −115−7.3% | Reduced |
| Community Trust & Investment Co | 1,457 | $1.32M | 0.09% | 00.0% | Unchanged |
| HCR Wealth Advisors | 1,455 | $1.32M | 0.19% | −120−7.6% | Reduced |
| Empirical Asset Management, LLC | 50,012 | $1.32M | 0.49% | +48,255+2,746.4% | Added |
| Burns Matteson Capital Management, LLC | 1,452 | $1.31M | 0.83% | +22+1.5% | Added |
| Crewe Advisors LLC | 1,452 | $1.31M | 0.15% | −79−5.2% | Reduced |
| Tributary Capital Management, LLC | 1,452 | $1.31M | 0.11% | −58−3.8% | Reduced |
| Raab & Moskowitz Asset Management LLC | 1,451 | $1.31M | 0.36% | +42+3.0% | Added |
| Segment Wealth Management, LLC | 1,449 | $1.31M | 0.10% | −33−2.2% | Reduced |
| Mark Sheptoff Financial Planning, LLC | 1,449 | $1.31M | 0.73% | +40+2.8% | Added |
| Wealth Group, Ltd. | 1,446 | $1.31M | 0.94% | +141+10.8% | Added |
| Nicolet Bankshares Inc | 1,441 | $1.30M | 0.32% | −35−2.4% | Reduced |
| Pacific Sun Financial Corp | 1,440 | $1.30M | 0.77% | 00.0% | Unchanged |
| Bank Pictet & Cie (Asia) Ltd | 1,439 | $1.30M | 0.44% | +17+1.2% | Added |
| Five Oceans Advisors | 1,438 | $1.30M | 0.68% | +247+20.7% | Added |
| Mizuho Securities Co. Ltd. | 1,430 | $1.29M | 3.01% | −950−39.9% | Reduced |
| First Western Trust Bank | 1,427 | $1.29M | 0.06% | −53−3.6% | Reduced |
| Unigestion Holding SA | 2,215 | $1.29M | 0.07% | +579+35.4% | Added |
| Athena Investment Management | 1,422 | $1.29M | 0.78% | −66−4.4% | Reduced |
| Paragon Capital Management Ltd | 1,419 | $1.29M | 0.24% | +19+1.4% | Added |
| David J Yvars Group | 1,418 | $1.28M | 0.80% | +27+1.9% | Added |
| Evanson Asset Management, LLC | 1,412 | $1.28M | 0.10% | +65+4.8% | Added |
| Adapt Wealth Advisors, LLC | 1,412 | $1.28M | 0.80% | −56−3.8% | Reduced |
| Caas Capital Management LP | 1,408 | $1.27M | 2.38% | +1,408 | New |
| Baker Tilly Wealth Management, LLC | 1,406 | $1.27M | 0.52% | −2,217−61.2% | Reduced |
| Capital Advisors, Ltd. LLC | 1,404 | $1.27M | 0.16% | +42+3.1% | Added |
| Fusion Capital, LLC | 1,404 | $1.27M | 0.58% | −149−9.6% | Reduced |
| Pegasus Partners Ltd. | 1,403 | $1.27M | 0.13% | +204+17.0% | Added |
| Brown Shipley& Co Ltd | 1,402 | $1.27M | 0.57% | −44−3.0% | Reduced |
| Revolve Wealth Partners, LLC | 1,401 | $1.27M | 0.21% | +9+0.6% | Added |
| Pacific Sage Partners, LLC | 1,397 | $1.26M | 0.31% | +6+0.4% | Added |
| Wimmer Associates 1, LLC | 1,392 | $1.26M | 0.65% | +25+1.8% | Added |
| MBL Wealth, LLC | 1,389 | $1.26M | 0.14% | +33+2.4% | Added |
| Hudson Value Partners, LLC | 1,387 | $1.26M | 0.53% | −28−2.0% | Reduced |
| Laidlaw Wealth Management LLC | 1,386 | $1.25M | 0.69% | −12−0.9% | Reduced |
| Adalta Capital Management LLC | 1,385 | $1.25M | 0.68% | +200+16.9% | Added |
| Cahaba Wealth Management, Inc. | 1,376 | $1.25M | 0.11% | −153−10.0% | Reduced |
| Ethos Financial Group, LLC | 1,358 | $1.25M | 0.22% | +123+10.0% | Added |
| Delta Investment Management, LLC | 1,375 | $1.24M | 0.27% | +56+4.2% | Added |
| Mowery & Schoenfeld Wealth Management, LLC | 1,373 | $1.24M | 1.79% | 00.0% | Unchanged |
| Excalibur Management Corp | 1,372 | $1.24M | 0.51% | +83+6.4% | Added |
| Kellett Schaffner Wealth Advisors LLC | 1,371 | $1.24M | 1.00% | 00.0% | Unchanged |
| Prentice Wealth Management LLC | 1,369 | $1.24M | 0.40% | −70−4.9% | Reduced |
| Peloton Wealth Strategists | 1,366 | $1.24M | 0.51% | +161+13.4% | Added |
| Phillips Financial Management, LLC | 1,365 | $1.24M | 0.10% | +259+23.4% | Added |
| Waterway Wealth Management, LLC | 1,365 | $1.24M | 0.61% | +1,050+333.3% | Added |
| Hartford Funds Management Co LLC | 1,363 | $1.23M | 0.12% | +61+4.7% | Added |
| RFP Financial Group LLC | 1,362 | $1.23M | 0.46% | +13+1.0% | Added |
| Newman Dignan & Sheerar, Inc. | 1,359 | $1.23M | 0.32% | −36−2.6% | Reduced |
| BTG Pactual Asset Management US LLC | 1,359 | $1.23M | 0.31% | +1,359 | New |
| Hazlett, Burt & Watson, Inc. | 1,349 | $1.23M | 0.63% | +58+4.5% | Added |
| Private Capital Management LLC | 1,357 | $1.23M | 0.24% | −1−0.1% | Reduced |
| Pekin Hardy Strauss, Inc. | 1,356 | $1.23M | 0.17% | +130+10.6% | Added |
| United Community Bank | 1,352 | $1.22M | 0.49% | −250−15.6% | Reduced |
| Riverstone Advisors, LLC | 1,350 | $1.22M | 0.75% | 00.0% | Unchanged |
| Salvus Wealth Management, LLC | 1,344 | $1.22M | 0.84% | +7+0.5% | Added |
| New Wave Wealth Advisors LLC | 1,344 | $1.22M | 0.65% | +1,344 | New |
| Hollencrest Capital Management | 1,343 | $1.22M | 0.05% | −147−9.9% | Reduced |
| Corundum Trust Company, INC | 1,338 | $1.21M | 3.52% | +1,338 | New |
| Heritage Wealth Partners, LLC | 1,337 | $1.21M | 1.75% | +1,337 | New |
| Perennial Investment Advisors, LLC | 1,337 | $1.21M | 0.17% | +124+10.2% | Added |
| Provident Wealth Management, LLC | 1,333 | $1.21M | 0.44% | +33+2.5% | Added |
| Jupiter Wealth Management LLC | 1,500 | $1.21M | 0.64% | −539−26.4% | Reduced |
| Arrowroot Family Office, LLC | 1,328 | $1.20M | 0.77% | −5−0.4% | Reduced |
| Reliant Investment Management, LLC | 1,328 | $1.20M | 0.57% | −10−0.7% | Reduced |
| Summit Asset Management, LLC | 1,328 | $1.20M | 0.25% | 00.0% | Unchanged |
| Arbor Trust Wealth Advisors, LLC | 1,327 | $1.20M | 0.63% | +11+0.8% | Added |
| Gilliland Jeter Wealth Management LLC | 1,325 | $1.20M | 0.40% | +237+21.8% | Added |
| PPS&V Asset Management Consultants, Inc. | 1,321 | $1.20M | 0.86% | 00.0% | Unchanged |
| Hanseatic Management Services Inc | 1,321 | $1.20M | 1.80% | +21+1.6% | Added |
| JJJ Advisors Inc. | 1,318 | $1.19M | 0.25% | +51+4.0% | Added |
| Morris Retirement Advisors, LLC | 1,316 | $1.19M | 0.68% | +140+11.9% | Added |
| CKW Financial Group | 1,302 | $1.19M | 0.15% | 00.0% | Unchanged |
| W.H. Cornerstone Investments Inc. | 1,313 | $1.19M | 0.84% | +100+8.2% | Added |
| Fort Pitt Capital Group, LLC | 1,307 | $1.18M | 0.04% | +155+13.5% | Added |
| Jackson Hole Capital Partners, LLC | 1,306 | $1.18M | 0.26% | 00.0% | Unchanged |
| Constitution Capital LLC | 1,305 | $1.18M | 0.62% | −2,050−61.1% | Reduced |
| Lathrop Investment Management Corp | 1,304 | $1.18M | 0.23% | −12−0.9% | Reduced |
| Trilogy Capital Inc. | 1,296 | $1.17M | 0.06% | +900+227.3% | Added |
| Eads & Heald Wealth Management | 1,296 | $1.17M | 0.57% | −32−2.4% | Reduced |
| Sterling Wealth Management, Inc. | 1,294 | $1.17M | 0.56% | +5+0.4% | Added |
| Eagle Ridge Investment Management | 1,293 | $1.17M | 0.11% | −212−14.1% | Reduced |
| Kowal Investment Group, LLC | 1,287 | $1.17M | 0.23% | +184+16.7% | Added |
| Hardin Capital Partners, LLC | 1,286 | $1.16M | 0.76% | +1,286 | New |
| Prospect Financial Services LLC | 1,280 | $1.16M | 0.89% | −270−17.4% | Reduced |
| Wealthstream Advisors, Inc. | 1,278 | $1.16M | 0.42% | −6−0.5% | Reduced |
| First Affirmative Financial Network | 1,274 | $1.15M | 0.80% | −1−0.1% | Reduced |