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 |
|---|---|---|---|---|---|
| Envestnet Portfolio Solutions, Inc. | 36,052 | $32.6M | 0.11% | +2,481+7.4% | Added |
| Gamco Investors, Inc. Et Al | 35,829 | $32.4M | 0.35% | −520−1.4% | Reduced |
| Kestra Private Wealth Services, LLC | 35,761 | $32.4M | 0.65% | +5,160+16.9% | Added |
| Pinnacle Financial Partners Inc | 35,686 | $32.3M | 0.69% | −5,474−13.3% | Reduced |
| Allianz SE | 35,650 | $32.3M | 0.95% | −1,023−2.8% | Reduced |
| Crestwood Advisors Group LLC | 35,546 | $32.2M | 0.67% | −1,144−3.1% | Reduced |
| Stratos Wealth Partners, LTD. | 35,207 | $31.9M | 0.51% | −515−1.4% | Reduced |
| Clearstead Advisors, LLC | 35,153 | $31.8M | 0.54% | +15,205+76.2% | Added |
| Raymond James Trust N.A. | 34,703 | $31.4M | 0.74% | +1,739+5.3% | Added |
| Winslow Asset Management Inc | 34,656 | $31.4M | 6.18% | −1,802−4.9% | Reduced |
| Burney Co | 34,465 | $31.2M | 1.19% | −2,151−5.9% | Reduced |
| Sheaff Brock Investment Advisors, LLC | 34,457 | $31.2M | 2.90% | −2,128−5.8% | Reduced |
| Rakuten Investment Management, Inc. | 34,166 | $31.1M | 0.20% | +12,641+58.7% | Added |
| NEOS Investment Management LLC | 34,238 | $31.0M | 1.28% | +9,973+41.1% | Added |
| Woodley Farra Manion Portfolio Management Inc | 34,046 | $30.8M | 1.67% | −160−0.5% | Reduced |
| Chartwell Investment Partners, LLC | 33,970 | $30.8M | 1.08% | +845+2.6% | Added |
| Johnson Investment Counsel Inc | 33,847 | $30.6M | 0.32% | −901−2.6% | Reduced |
| Banco Bilbao Vizcaya Argentaria, S.A. | 33,793 | $30.6M | 0.32% | −2,632−7.2% | Reduced |
| Flputnam Investment Management Co | 33,372 | $30.2M | 0.57% | +3,104+10.3% | Added |
| Alps Advisors Inc | 33,321 | $30.2M | 0.21% | 00.0% | Unchanged |
| Empowered Funds, LLC | 33,316 | $30.2M | 0.52% | +1,289+4.0% | Added |
| Great Lakes Advisors, LLC | 33,235 | $30.1M | 0.27% | −4,762−12.5% | Reduced |
| Dorsey & Whitney Trust CO LLC | 33,180 | $30.0M | 2.08% | −1,353−3.9% | Reduced |
| TruWealth Advisors, LLC | 33,096 | $30.0M | 1.99% | −260−0.8% | Reduced |
| Mogy Joel R Investment Counsel Inc | 33,084 | $30.0M | 1.90% | +2,097+6.8% | Added |
| Vinva Investment Management Ltd | 32,837 | $29.9M | 1.54% | +3,102+10.4% | Added |
| Davis R M Inc | 32,550 | $29.5M | 0.60% | +3,473+11.9% | Added |
| La Financiere de L'Echiquier | 32,500 | $29.4M | 1.28% | −1,330−3.9% | Reduced |
| Logan Capital Management Inc | 32,447 | $29.4M | 1.27% | −62−0.2% | Reduced |
| Meeder Asset Management Inc | 32,420 | $29.4M | 2.06% | +8,355+34.7% | Added |
| Meiji Yasuda Life Insurance Co | 32,299 | $29.2M | 0.59% | −689−2.1% | Reduced |
| Kennedy Capital Management, Inc. | 32,010 | $29.0M | 0.62% | +9,666+43.3% | Added |
| Calamos Wealth Management LLC | 31,772 | $28.8M | 1.54% | +588+1.9% | Added |
| Parkman Healthcare Partners LLC | 31,654 | $28.7M | 3.90% | −463−1.4% | Reduced |
| Atika Capital Management LLC | 31,650 | $28.7M | 3.32% | +1,650+5.5% | Added |
| Independent Financial Group, LLC | 31,625 | $28.6M | 1.15% | +6,489+25.8% | Added |
| Davenport & Co LLC | 31,489 | $28.5M | 0.18% | +162+0.5% | Added |
| Tompkins Financial Corp | 31,380 | $28.4M | 2.98% | +525+1.7% | Added |
| EP Wealth Advisors, LLC | 31,326 | $28.4M | 0.30% | +130+0.4% | Added |
| Exchange Traded Concepts, LLC | 31,296 | $28.3M | 0.72% | +29,315+1,479.8% | Added |
| Spire Wealth Management | 31,232 | $28.3M | 1.00% | −225−0.7% | Reduced |
| First National Trust Co | 31,144 | $28.2M | 1.16% | +1,536+5.2% | Added |
| Brookstone Capital Management | 30,940 | $28.0M | 0.46% | +2,558+9.0% | Added |
| Snowden Capital Advisors LLC | 30,619 | $27.7M | 0.82% | −392−1.3% | Reduced |
| LSV Asset Management | 30,400 | $27.5M | 0.06% | −1,700−5.3% | Reduced |
| Aptus Capital Advisors, LLC | 30,297 | $27.4M | 0.52% | +5,454+22.0% | Added |
| Temasek Holdings (Private) Ltd | 30,283 | $27.4M | 0.13% | +30,283 | New |
| United Services Automobile Association | 30,242 | $27.4M | 0.69% | −1,307−4.1% | Reduced |
| Zimmer Partners, LP | 30,210 | $27.4M | 0.52% | +5,310+21.3% | Added |
| BDF-Gestion | 30,196 | $27.3M | 2.63% | +30,196 | New |
| Westfield Capital Management Co LP | 29,803 | $27.0M | 0.13% | +1,478+5.2% | Added |
| Meyer Handelman Co | 29,764 | $26.9M | 0.95% | −380−1.3% | Reduced |
| Strategic Financial Concepts, LLC | 415,147 | $26.9M | 0.10% | +414,539+68,180.8% | Added |
| Bridgeway Capital Management, LLC | 29,470 | $26.7M | 0.62% | −2,506−7.8% | Reduced |
| Whittier Trust Co of Nevada Inc | 29,427 | $26.6M | 0.74% | +9,682+49.0% | Added |
| BNP Paribas | 29,193 | $26.4M | 1.33% | +2,971+11.3% | Added |
| Builder Investment Group Inc | 29,121 | $26.4M | 7.19% | −309−1.0% | Reduced |
| First American Trust, FSB | 29,069 | $26.3M | 2.64% | +186+0.6% | Added |
| Cardinal Capital Management | 28,949 | $26.2M | 4.41% | −4,941−14.6% | Reduced |
| Trust Co of Toledo NA | 28,692 | $26.0M | 3.76% | +706+2.5% | Added |
| Bedrijfstakpensioenfonds Voor de Media Pno | 30,600 | $25.9M | 3.31% | 00.0% | Unchanged |
| Franklin Street Advisors Inc | 28,449 | $25.8M | 1.84% | +26,578+1,420.5% | Added |
| RSM US Wealth Management LLC | 27,933 | $25.5M | 0.43% | +19,704+239.4% | Added |
| Generate Investment Management Ltd | 28,128 | $25.5M | 1.85% | −3,187−10.2% | Reduced |
| Northwest & Ethical Investments L.P. | 28,123 | $25.5M | 0.73% | +5,730+25.6% | Added |
| ExodusPoint Capital Management, LP | 28,024 | $25.4M | 0.28% | +28,024 | New |
| Tower Research Capital LLC (TRC) | 28,016 | $25.4M | 0.43% | +7,651+37.6% | Added |
| Greenleaf Trust | 27,932 | $25.3M | 0.24% | +1,868+7.2% | Added |
| Norinchukin Bank, The | 27,922 | $25.3M | 0.72% | +273+1.0% | Added |
| Peachtree Investment Partners, LLC | 27,808 | $25.2M | 9.88% | +43+0.2% | Added |
| Clough Capital Partners L P | 27,792 | $25.2M | 2.75% | +1,377+5.2% | Added |
| Wesbanco Bank Inc | 27,406 | $24.8M | 0.93% | −1,194−4.2% | Reduced |
| Montag A & Associates Inc | 27,351 | $24.8M | 1.25% | −415−1.5% | Reduced |
| HealthInvest Partners AB | 27,144 | $24.6M | 14.98% | +6,366+30.6% | Added |
| SG Americas Securities, LLC | 27,108 | $24.5M | 0.15% | −153,083−85.0% | Reduced |
| Tang Capital Management LLC | 27,000 | $24.4M | 2.49% | 00.0% | Unchanged |
| Chicago Capital, LLC | 26,925 | $24.4M | 0.72% | +64+0.2% | Added |
| Empirical Finance, LLC | 26,896 | $24.4M | 1.52% | −1,780−6.2% | Reduced |
| Coppell Advisory Solutions LLC | 26,776 | $24.2M | 4.00% | +26,776 | New |
| Navellier & Associates Inc | 26,699 | $24.2M | 2.84% | +1,094+4.3% | Added |
| Sound View Wealth Advisors Group, LLC | 26,644 | $24.1M | 2.49% | −275−1.0% | Reduced |
| City Holding Co | 26,578 | $24.1M | 3.56% | −882−3.2% | Reduced |
| Freestone Capital Holdings, LLC | 26,565 | $24.1M | 0.86% | +227+0.9% | Added |
| Integrated Wealth Concepts LLC | 26,561 | $24.0M | 0.33% | −753−2.8% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 26,527 | $24.0M | 0.98% | +1,427+5.7% | Added |
| Stratos Wealth Advisors, LLC | 26,512 | $24.0M | 1.19% | −122−0.5% | Reduced |
| Parsons Capital Management Inc | 26,442 | $23.9M | 1.63% | −2,441−8.5% | Reduced |
| Abner Herrman & Brock LLC | 26,405 | $23.9M | 3.03% | +33+0.1% | Added |
| Essex Financial Services, Inc. | 28,243 | $23.9M | 1.77% | +1,616+6.1% | Added |
| Copeland Capital Management, LLC | 26,363 | $23.9M | 0.45% | +886+3.5% | Added |
| Wetherby Asset Management Inc | 26,315 | $23.8M | 1.13% | +130.0% | Added |
| Bartlett & Co. Wealth Management LLC | 26,240 | $23.8M | 0.36% | +55+0.2% | Added |
| Jag Capital Management, LLC | 26,199 | $23.7M | 3.25% | −226−0.9% | Reduced |
| Donaldson Capital Management, LLC | 26,053 | $23.6M | 0.99% | +423+1.7% | Added |
| KMG Fiduciary Partners, LLC | 26,036 | $23.6M | 2.32% | +590+2.3% | Added |
| Cary Street Partner Investment Advisory LLC | 25,841 | $23.4M | 0.95% | −400−1.5% | Reduced |
| Signaturefd, LLC | 25,829 | $23.4M | 0.48% | +302+1.2% | Added |
| Arthur M. Cohen & Associates, LLC | 25,780 | $23.3M | 4.28% | −225−0.9% | Reduced |
| Jarislowsky, Fraser Ltd | 25,772 | $23.3M | 0.14% | −5,895−18.6% | Reduced |
| Kentucky Retirement Systems Insurance Trust Fund | 25,750 | $23.3M | 1.58% | −565−2.1% | Reduced |