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 |
|---|---|---|---|---|---|
| Altrius Capital Management Inc | 1,272 | $1.15M | 0.30% | +85+7.2% | Added |
| Front Row Advisors LLC | 1,266 | $1.15M | 0.40% | −250−16.5% | Reduced |
| Old Port Advisors | 1,266 | $1.15M | 0.34% | +58+4.8% | Added |
| Baldwin Brothers Inc | 1,265 | $1.15M | 0.09% | +14+1.1% | Added |
| Traphagen Investment Advisors LLC | 1,265 | $1.15M | 0.12% | −341−21.2% | Reduced |
| Latitude Advisors, LLC | 1,264 | $1.14M | 0.70% | −26−2.0% | Reduced |
| Chase Investment Counsel Corp | 1,264 | $1.14M | 0.41% | −2−0.2% | Reduced |
| Gateway Advisory, LLC | 1,262 | $1.14M | 0.19% | +47+3.9% | Added |
| Hummer Financial Advisory Services Inc | 1,259 | $1.14M | 0.99% | 00.0% | Unchanged |
| Jacobsen Capital Management | 1,258 | $1.14M | 0.51% | +103+8.9% | Added |
| Atlantic Edge Private Wealth Management, LLC | 1,258 | $1.14M | 0.38% | −35−2.7% | Reduced |
| Peak Planning Group, LLC | 1,254 | $1.14M | 0.56% | +53+4.4% | Added |
| Alliance Wealth Advisors, LLC | 1,254 | $1.14M | 0.33% | +40+3.3% | Added |
| 1776 Wealth LLC | 1,252 | $1.13M | 0.51% | +76+6.5% | Added |
| Granite FO LLC | 1,250 | $1.13M | 0.72% | 00.0% | Unchanged |
| Miller Investment Management, LP | 1,250 | $1.13M | 0.14% | 00.0% | Unchanged |
| Oliver Lagore Vanvalin Investment Group | 1,247 | $1.13M | 0.32% | +362+40.9% | Added |
| Successful Portfolios LLC | 1,247 | $1.13M | 0.79% | −10−0.8% | Reduced |
| First National Bank Sioux Falls | 1,247 | $1.13M | 0.59% | 00.0% | Unchanged |
| Financial Council Asset Management Inc | 1,247 | $1.13M | 0.63% | +24+2.0% | Added |
| Drake & Associates, LLC | 1,246 | $1.13M | 0.40% | −113−8.3% | Reduced |
| Pacific Capital Partners Ltd | 1,246 | $1.13M | 0.75% | 00.0% | Unchanged |
| FSM Wealth Advisors, LLC | 1,245 | $1.13M | 0.38% | 00.0% | Unchanged |
| Balentine LLC | 1,245 | $1.13M | 0.05% | −29,170−95.9% | Reduced |
| Ellis Investment Partners, LLC | 1,243 | $1.12M | 0.24% | +102+8.9% | Added |
| Lantz Financial LLC | 1,236 | $1.12M | 0.35% | +16+1.3% | Added |
| Fermata Advisors, LLC | 1,235 | $1.12M | 0.26% | +122+11.0% | Added |
| Court Place Advisors, LLC | 1,234 | $1.12M | 0.35% | −223−15.3% | Reduced |
| Monterey Private Wealth, Inc. | 1,233 | $1.12M | 0.42% | −101−7.6% | Reduced |
| Pointe Capital Management LLC | 1,233 | $1.12M | 0.69% | −70−5.4% | Reduced |
| Tradition Wealth Management, LLC | 1,231 | $1.11M | 0.11% | +11+0.9% | Added |
| VisionPoint Advisory Group, LLC | 1,225 | $1.11M | 0.39% | +5+0.4% | Added |
| Sigma Investment Counselors Inc | 1,225 | $1.11M | 0.07% | −45−3.5% | Reduced |
| CSM Advisors, LLC | 1,222 | $1.11M | 0.08% | −140−10.3% | Reduced |
| Legacy Trust | 1,219 | $1.10M | 0.27% | +33+2.8% | Added |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 1,218 | $1.10M | 0.12% | −422−25.7% | Reduced |
| Gratus Wealth Advisors, LLC | 1,287 | $1.10M | 0.19% | +114+9.7% | Added |
| Signature Estate & Investment Advisors LLC | 1,217 | $1.10M | 0.03% | +1,217 | New |
| DMG Group, LLC | 1,217 | $1.10M | 0.94% | −298−19.7% | Reduced |
| Christensen, King & Associates Investment Services, Inc. | 1,215 | $1.10M | 0.54% | 00.0% | Unchanged |
| Invenio Wealth Partners LLC | 1,214 | $1.10M | 0.54% | −20−1.6% | Reduced |
| Inscription Capital, LLC | 1,210 | $1.10M | 0.18% | −96−7.4% | Reduced |
| Apollon Financial, LLC | 1,210 | $1.10M | 0.35% | +238+24.5% | Added |
| Edgemoor Investment Advisors, Inc. | 1,209 | $1.09M | 0.10% | 00.0% | Unchanged |
| Berkeley Capital Partners, LLC | 1,209 | $1.09M | 0.33% | +132+12.3% | Added |
| Gladius Capital Management LP | 1,207 | $1.09M | 1.09% | +66+5.8% | Added |
| MPS Loria Financial Planners, LLC | 1,203 | $1.09M | 0.35% | +49+4.2% | Added |
| Burr Financial Services, LLC | 1,200 | $1.09M | 0.76% | +1,200 | New |
| Intelligence Driven Advisers, LLC | 1,199 | $1.09M | 0.15% | −51−4.1% | Reduced |
| Lavaca Capital LLC | 1,199 | $1.09M | 0.59% | +1+0.1% | Added |
| Silverlake Wealth Management LLC | 1,198 | $1.09M | 0.44% | −6−0.5% | Reduced |
| Pineridge Advisors LLC | 1,194 | $1.08M | 0.37% | −1−0.1% | Reduced |
| Dudley Capital Management, LLC | 1,193 | $1.08M | 0.60% | +288+31.8% | Added |
| Godsey & Gibb Associates | 1,192 | $1.08M | 0.11% | −15−1.2% | Reduced |
| Hilltop Partners LLC | 1,183 | $1.07M | 0.40% | +208+21.3% | Added |
| Scientech Research LLC | 1,182 | $1.07M | 0.22% | −1,338−53.1% | Reduced |
| Eventide Asset Management, LLC | 1,182 | $1.07M | 0.02% | +308+35.2% | Added |
| Lewis Asset Management, LLC | 1,181 | $1.07M | 0.82% | −10−0.8% | Reduced |
| GoalVest Advisory LLC | 1,181 | $1.07M | 0.34% | +17+1.5% | Added |
| Gillespie Robinson & Grimm Inc | 1,180 | $1.07M | 0.09% | −50−4.1% | Reduced |
| Dock Street Asset Management Inc | 1,178 | $1.07M | 0.15% | +60+5.4% | Added |
| Milestone Asset Management, LLC | 1,177 | $1.07M | 0.27% | −286−19.5% | Reduced |
| Robinson Smith Wealth Advisors LLC | 1,175 | $1.06M | 0.94% | +10+0.9% | Added |
| CNB Bank | 1,169 | $1.06M | 0.51% | +70+6.4% | Added |
| Allred Capital Management, LLC | 1,166 | $1.06M | 0.40% | +227+24.2% | Added |
| USA Financial Portformulas Corp | 1,165 | $1.05M | 0.17% | −180−13.4% | Reduced |
| New Republic Capital, LLC | 1,164 | $1.05M | 0.53% | +31+2.7% | Added |
| Capital Planning Advisors, LLC | 1,163 | $1.05M | 0.18% | −194−14.3% | Reduced |
| Monarch Capital Management Inc | 1,162 | $1.05M | 0.31% | +27+2.4% | Added |
| Hoxton Planning & Management, LLC | 1,161 | $1.05M | 0.49% | +33+2.9% | Added |
| Quantum Financial Advisors, LLC | 1,161 | $1.05M | 0.18% | +35+3.1% | Added |
| McDonald Partners LLC | 1,160 | $1.05M | 0.28% | −2−0.2% | Reduced |
| Register Financial Advisors LLC | 1,158 | $1.05M | 0.53% | +91+8.5% | Added |
| Retireful, LLC | 1,157 | $1.05M | 0.49% | +1,157 | New |
| Fingerlakes Wealth Management, Inc. | 1,156 | $1.05M | 0.94% | −3−0.3% | Reduced |
| Asio Capital, LLC | 1,156 | $1.05M | 0.21% | 00.0% | Unchanged |
| Wealth Architects, LLC | 1,153 | $1.04M | 0.13% | 00.0% | Unchanged |
| Sterling Investment Counsel, LLC | 1,150 | $1.04M | 0.41% | −2−0.2% | Reduced |
| Revisor Wealth Management LLC | 1,149 | $1.04M | 0.72% | −793−40.8% | Reduced |
| Salomon & Ludwin, LLC | 1,148 | $1.04M | 0.12% | −23,342−95.3% | Reduced |
| ASB Consultores, LLC | 1,145 | $1.04M | 0.37% | −950−45.3% | Reduced |
| Continuum Advisory, LLC | 1,143 | $1.03M | 0.15% | −3−0.3% | Reduced |
| Bouchey Financial Group Ltd | 1,143 | $1.03M | 0.10% | −55−4.6% | Reduced |
| Wealthgarden F.S. LLC | 1,141 | $1.03M | 1.09% | +1,141 | New |
| FLC Capital Advisors | 1,139 | $1.03M | 0.25% | −45−3.8% | Reduced |
| Private Ocean, LLC | 1,138 | $1.03M | 0.09% | +46+4.2% | Added |
| Seven Mile Advisory | 1,136 | $1.03M | 0.76% | +44+4.0% | Added |
| Soltis Investment Advisors LLC | 1,135 | $1.03M | 0.11% | +218+23.8% | Added |
| Gries Financial LLC | 1,134 | $1.03M | 0.21% | −694−38.0% | Reduced |
| Talisman Wealth Advisors LLC | 1,132 | $1.02M | 1.18% | −1−0.1% | Reduced |
| Annis Gardner Whiting Capital Advisors, LLC | 1,131 | $1.02M | 0.29% | +2+0.2% | Added |
| Elevated Capital Advisors, LLC | 1,129 | $1.02M | 0.29% | +69+6.5% | Added |
| Pittenger & Anderson Inc | 1,129 | $1.02M | 0.04% | +185+19.6% | Added |
| Albion Financial Group | 1,126 | $1.02M | 0.08% | 00.0% | Unchanged |
| Westmount Partners, LLC | 1,115 | $1.02M | 0.34% | +48+4.5% | Added |
| Ritter Daniher Financial Advisory LLC | 1,124 | $1.02M | 0.32% | 00.0% | Unchanged |
| Flaharty Asset Management, LLC | 1,124 | $1.02M | 0.15% | +21+1.9% | Added |
| Next Capital Management LLC | 1,123 | $1.02M | 0.43% | −46−3.9% | Reduced |
| Foster & Motley Inc | 1,122 | $1.02M | 0.07% | +48+4.5% | Added |
| Exchange Bank | 1,122 | $1.02M | 0.86% | −41−3.5% | Reduced |