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 $942.8B 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
- 3,572
- +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
- 1,330 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 | $942.8B |
| Q1 2026 | 4,392 | $712.9B |
| Q4 2025 | 4,453 | $843.2B |
| Q3 2025 | 3,905 | $583.5B |
| Q2 2025 | 3,915 | $610.1B |
| Q1 2025 | 3,929 | $688.4B |
| Q4 2024 | 3,914 | $602.9B |
| Q3 2024 | 3,667 | $687.4B |
| Q2 2024 | 3,572 | $707.0B |
| Q1 2024 | 3,466 | $607.2B |
| Q4 2023 | 3,277 | $457.2B |
| Q3 2023 | 2,979 | $421.9B |
| Q2 2023 | 2,819 | $366.7B |
| Q1 2023 | 2,620 | $269.7B |
| Q4 2022 | 2,673 | $288.4B |
| Q3 2022 | 2,490 | $256.1B |
| Q2 2022 | 2,451 | $255.6B |
| Q1 2022 | 2,350 | $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 |
|---|---|---|---|---|---|
| Bokf, NA | 56,578 | $51.2M | 0.92% | −500−0.9% | Reduced |
| Lido Advisors, LLC | 56,531 | $51.2M | 0.42% | +16,502+41.2% | Added |
| Cypress Capital Group | 56,265 | $50.9M | 6.10% | −2,171−3.7% | Reduced |
| Stonegate Investment Group, LLC | 56,137 | $50.8M | 1.47% | +2,342+4.4% | Added |
| Terry L. Blaker | 56,119 | $50.8M | 2.04% | +4,492+8.7% | Added |
| J.P. Marvel Investment Advisors, LLC | 55,868 | $50.6M | 8.30% | −70−0.1% | Reduced |
| Dai-Ichi Life Insurance Company, Ltd | 55,814 | $50.5M | 1.23% | −1,565−2.7% | Reduced |
| Mutual Advisors, LLC | 61,510 | $49.7M | 1.50% | −1,088−1.7% | Reduced |
| Modera Wealth Management, LLC | 54,572 | $49.4M | 0.73% | −4,974−8.4% | Reduced |
| Ieq Capital, LLC | 54,453 | $49.3M | 0.66% | +5,550+11.3% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 54,400 | $49.3M | 0.21% | +4,819+9.7% | Added |
| Fullerton Fund Management Co Ltd. | 53,501 | $48.4M | 2.17% | −685−1.3% | Reduced |
| Jones Financial Companies LLLP | 53,172 | $48.1M | 0.06% | +35,131+194.7% | Added |
| Citizens Financial Group Inc | 53,087 | $48.1M | 1.07% | +13,488+34.1% | Added |
| Kingsview Wealth Management, LLC | 52,830 | $47.8M | 1.13% | +2,199+4.3% | Added |
| Stephens Inc | 52,450 | $47.5M | 0.72% | +18,037+52.4% | Added |
| Squarepoint Ops LLC | 52,031 | $47.1M | 0.18% | +15,833+43.7% | Added |
| Simplicity Wealth,LLC | 51,598 | $46.7M | 1.06% | −224−0.4% | Reduced |
| Financial Counselors Inc | 51,548 | $46.7M | 0.75% | −1,498−2.8% | Reduced |
| Hartford Investment Management Co | 51,146 | $46.3M | 1.59% | −385−0.7% | Reduced |
| Madison Asset Management, LLC | 50,654 | $45.9M | 0.57% | −331−0.6% | Reduced |
| Northeast Investment Management | 50,474 | $45.7M | 2.15% | +3,801+8.1% | Added |
| Beacon Pointe Advisors, LLC | 50,323 | $45.6M | 0.54% | +6,118+13.8% | Added |
| Bellevue Group AG | 49,674 | $45.0M | 0.73% | −8,291−14.3% | Reduced |
| Advisory Services Network, LLC | 49,573 | $44.9M | 0.93% | +4,045+8.9% | Added |
| Farmers & Merchants Investments Inc | 49,055 | $44.4M | 1.48% | −875−1.8% | Reduced |
| Avantax Advisory Services, Inc. | 48,957 | $44.3M | 0.32% | +11,584+31.0% | Added |
| Vestcor Inc | 48,687 | $44.1M | 1.49% | −23,489−32.5% | Reduced |
| Investment House LLC | 48,669 | $44.1M | 2.51% | −651−1.3% | Reduced |
| Oak Ridge Investments LLC | 48,396 | $43.8M | 4.17% | −7,207−13.0% | Reduced |
| Quantinno Capital Management LP | 48,066 | $43.5M | 0.78% | +1,607+3.5% | Added |
| Bleakley Financial Group, LLC | 47,929 | $43.4M | 1.25% | −276−0.6% | Reduced |
| Advisors Asset Management, Inc. | 47,854 | $43.3M | 0.84% | −11,009−18.7% | Reduced |
| Shufro Rose & Co LLC | 47,751 | $43.2M | 3.53% | +2,167+4.8% | Added |
| F/M Investments LLC | 47,511 | $43.0M | 1.55% | +47,511 | New |
| Rhenman & Partners Asset Management AB | 47,000 | $42.6M | 4.09% | −7,175−13.2% | Reduced |
| Atria Investments LLC | 46,664 | $42.2M | 0.55% | −1,186−2.5% | Reduced |
| Maple Capital Management, Inc. | 46,593 | $42.2M | 3.42% | +121+0.3% | Added |
| Guggenheim Capital LLC | 46,548 | $42.1M | 0.30% | −4,491−8.8% | Reduced |
| IHT Wealth Management, LLC | 46,432 | $42.0M | 1.57% | −11,843−20.3% | Reduced |
| Nomura Holdings Inc | 46,363 | $42.0M | 0.27% | +21,162+84.0% | Added |
| Assetmark, Inc | 46,316 | $41.9M | 0.13% | +3,355+7.8% | Added |
| Picton Mahoney Asset Management | 46,247 | $41.9M | 1.78% | −2,020−4.2% | Reduced |
| Metis Global Partners, LLC | 46,102 | $41.7M | 1.43% | −222−0.5% | Reduced |
| Valiant Capital Management, L.P. | 46,060 | $41.7M | 4.92% | −2,040−4.2% | Reduced |
| Dodge & Cox | 45,978 | $41.6M | 0.02% | −947−2.0% | Reduced |
| Securian Asset Management, Inc | 45,906 | $41.6M | 1.21% | −1,062−2.3% | Reduced |
| Ronald Blue Trust, Inc. | 53,033 | $41.3M | 0.57% | +3,649+7.4% | Added |
| Adviser Investments LLC | 45,482 | $41.2M | 0.54% | −780−1.7% | Reduced |
| Louisiana State Employees Retirement System | 45,200 | $40.9M | 0.79% | −1,200−2.6% | Reduced |
| De Burlo Group Inc | 45,041 | $40.8M | 5.48% | −870−1.9% | Reduced |
| Tokio Marine Asset Management Co Ltd | 44,677 | $40.4M | 1.94% | +369+0.8% | Added |
| Central Trust Co | 44,446 | $40.2M | 0.99% | −1,175−2.6% | Reduced |
| BKD Wealth Advisors, LLC | 44,111 | $39.9M | 1.00% | −17,708−28.6% | Reduced |
| Azimuth Capital Investment Management LLC | 44,083 | $39.9M | 1.62% | −2,192−4.7% | Reduced |
| Foster Dykema Cabot & Partners, LLC | 43,739 | $39.6M | 3.54% | −212−0.5% | Reduced |
| Congress Wealth Management LLC | 43,715 | $39.6M | 0.63% | +5,139+13.3% | Added |
| Fulton Breakefield Broenniman LLC | 43,680 | $39.5M | 2.92% | −248−0.6% | Reduced |
| Wendell David Associates Inc | 43,369 | $39.3M | 4.00% | −195−0.4% | Reduced |
| Atria Wealth Solutions, Inc. | 43,365 | $39.3M | 0.44% | +63+0.1% | Added |
| Hutchens & Kramer Investment Management Group, LLC | 42,669 | $39.0M | 21.54% | −40−0.1% | Reduced |
| D.A. Davidson & Co. | 43,054 | $39.0M | 0.35% | +2,027+4.9% | Added |
| Williamson Legacy Group, LLC | 42,980 | $38.9M | 28.95% | +101+0.2% | Added |
| Artemis Investment Management LLP | 42,705 | $38.7M | 0.52% | −23,173−35.2% | Reduced |
| Traynor Capital Management, Inc. | 42,657 | $38.6M | 3.27% | +11,824+38.3% | Added |
| Twin Tree Management, LP | 42,578 | $38.5M | 1.13% | +3,843+9.9% | Added |
| La Banque Postale Asset Management SA | 42,548 | $38.5M | 1.58% | +264+0.6% | Added |
| Cornerstone Advisors, LLC | 42,300 | $38.3M | 1.56% | 00.0% | Unchanged |
| Savant Capital, LLC | 41,497 | $37.6M | 0.38% | −1,454−3.4% | Reduced |
| Hancock Whitney Corp | 41,484 | $37.6M | 1.27% | +5,982+16.8% | Added |
| HB Wealth Management, LLC | 41,460 | $37.5M | 0.44% | +2,745+7.1% | Added |
| Toroso Investments, LLC | 41,138 | $37.2M | 0.51% | +2,619+6.8% | Added |
| United Capital Financial Advisers, LLC | 40,532 | $36.7M | 0.32% | −84−0.2% | Reduced |
| South Street Advisors LLC | 40,500 | $36.7M | 5.56% | −2,204−5.2% | Reduced |
| Evercore Wealth Management, LLC | 40,486 | $36.7M | 0.58% | −52−0.1% | Reduced |
| New Mexico Educational Retirement Board | 40,208 | $36.4M | 1.27% | 00.0% | Unchanged |
| Independent Advisor Alliance | 39,918 | $36.1M | 1.24% | +7,114+21.7% | Added |
| Oppenheimer Asset Management Inc. | 39,390 | $35.7M | 0.46% | +3,151+8.7% | Added |
| Perigon Wealth Management, LLC | 39,222 | $35.5M | 1.03% | +256+0.7% | Added |
| Sycomore Asset Management | 39,013 | $35.2M | 6.18% | +26,282+206.4% | Added |
| Liberty One Investment Management, LLC | 38,440 | $34.8M | 3.92% | −19,172−33.3% | Reduced |
| KCM Investment Advisors LLC | 38,274 | $34.7M | 1.24% | +83+0.2% | Added |
| National Asset Management, Inc. | 38,230 | $34.6M | 0.88% | −4,848−11.3% | Reduced |
| Granite Investment Partners, LLC | 38,177 | $34.6M | 1.43% | −64−0.2% | Reduced |
| Kimelman & Baird, LLC | 37,960 | $34.4M | 2.83% | +37,960 | New |
| Motley Fool Asset Management LLC | 37,430 | $34.2M | 2.27% | +37,430 | New |
| Brinker Capital Investments, LLC | 37,426 | $33.9M | 0.36% | +1,571+4.4% | Added |
| Orion Portfolio Solutions, LLC | 37,426 | $33.9M | 0.36% | +1,571+4.4% | Added |
| NTV Asset Management LLC | 37,282 | $33.8M | 4.83% | −104−0.3% | Reduced |
| Close Asset Management Ltd | 37,236 | $33.7M | 1.15% | +12,958+53.4% | Added |
| Crossmark Global Holdings, Inc. | 37,103 | $33.6M | 0.64% | +593+1.6% | Added |
| LVM Capital Management Ltd | 37,028 | $33.5M | 3.81% | −805−2.1% | Reduced |
| Colonial Trust Advisors | 36,982 | $33.5M | 3.21% | −1,854−4.8% | Reduced |
| 1st Source Bank | 36,964 | $33.5M | 1.96% | −843−2.2% | Reduced |
| Migdal Insurance & Financial Holdings Ltd. | 36,777 | $33.3M | 0.56% | +34,893+1,852.1% | Added |
| Eastern Bank | 36,631 | $33.2M | 1.34% | +634+1.8% | Added |
| Omers Administration Corp | 36,557 | $33.1M | 0.32% | +36,557 | New |
| Federation des caisses Desjardins du Quebec | 36,455 | $33.0M | 0.18% | +13,036+55.7% | Added |
| Erste Asset Management GmbH | 36,246 | $32.9M | 0.44% | +30,109+490.6% | Added |
| Hudson Valley Investment Advisors Inc | 52,520 | $32.9M | 4.27% | +1,129+2.2% | Added |