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 |
|---|---|---|---|---|---|
| Washington Trust Co | 19,361 | $17.5M | 0.64% | −121−0.6% | Reduced |
| GAM Holding AG | 19,301 | $17.5M | 1.34% | +4,953+34.5% | Added |
| Palisade Asset Management, LLC | 19,231 | $17.4M | 1.80% | −3,278−14.6% | Reduced |
| Sirios Capital Management L P | 19,214 | $17.4M | 3.03% | −260−1.3% | Reduced |
| Schmidt P J Investment Management Inc | 19,203 | $17.4M | 3.18% | −94−0.5% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 19,182 | $17.4M | 1.42% | +980+5.4% | Added |
| HBK Sorce Advisory LLC | 19,171 | $17.4M | 0.61% | −356−1.8% | Reduced |
| Elser Financial Planning, Inc | 19,119 | $17.3M | 2.89% | +19,119 | New |
| L & S Advisors Inc | 19,116 | $17.3M | 1.97% | +934+5.1% | Added |
| Rossmore Private Capital | 19,114 | $17.3M | 2.27% | +359+1.9% | Added |
| SJS Investment Consulting Inc. | 19,104 | $17.3M | 3.35% | +51+0.3% | Added |
| Cadinha & Co LLC | 19,070 | $17.3M | 3.20% | −320−1.7% | Reduced |
| Lombard Odier Asset Management (Switzerland) SA | 19,066 | $17.3M | 1.76% | −17,035−47.2% | Reduced |
| Beacon Investment Advisory Services, Inc. | 19,044 | $17.2M | 0.74% | +222+1.2% | Added |
| Investment Management Corp of Ontario | 18,940 | $17.1M | 0.46% | +5,895+45.2% | Added |
| Harbour Capital Advisors, LLC | 18,742 | $17.1M | 4.07% | −75−0.4% | Reduced |
| Thoroughbred Financial Services, LLC | 18,894 | $17.1M | 1.14% | +4,950+35.5% | Added |
| Walleye Capital LLC | 18,839 | $17.1M | 0.18% | +1,148+6.5% | Added |
| TSP Capital Management Group, LLC | 18,785 | $17.0M | 5.33% | −1,565−7.7% | Reduced |
| First Long Island Investors, LLC | 18,784 | $17.0M | 1.44% | +355+1.9% | Added |
| Gimbal Financial | 18,201 | $17.0M | 12.51% | −414−2.2% | Reduced |
| Broadleaf Partners, LLC | 18,748 | $17.0M | 4.11% | −71−0.4% | Reduced |
| Sigma Planning Corp | 18,723 | $17.0M | 0.54% | −1,888−9.2% | Reduced |
| Everence Capital Management Inc | 21,650 | $16.9M | 1.17% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 18,660 | $16.9M | 0.13% | +2,599+16.2% | Added |
| Sage Advisors, LLC | 18,652 | $16.9M | 13.73% | +184+1.0% | Added |
| FineMark National Bank & Trust | 18,650 | $16.9M | 0.62% | −536−2.8% | Reduced |
| Global Retirement Partners, LLC | 18,603 | $16.8M | 0.53% | +4,153+28.7% | Added |
| Park Avenue Securities LLC | 18,598 | $16.8M | 0.21% | +1,404+8.2% | Added |
| Dorsey Wright & Associates | 18,462 | $16.7M | 4.34% | +20.0% | Added |
| HighPoint Advisor Group LLC | 21,054 | $16.6M | 0.99% | +3,918+22.9% | Added |
| Choate Investment Advisors | 18,256 | $16.5M | 0.43% | −1,362−6.9% | Reduced |
| Clarity Financial LLC | 18,184 | $16.5M | 2.48% | +5,843+47.3% | Added |
| Avitas Wealth Management LLC | 18,161 | $16.4M | 2.41% | −209−1.1% | Reduced |
| Concentric Capital Strategies, LP | 18,119 | $16.4M | 1.03% | +12,673+232.7% | Added |
| Sowell Financial Services LLC | 18,083 | $16.4M | 0.78% | +1,598+9.7% | Added |
| Spinnaker Trust | 18,077 | $16.4M | 1.05% | −1,800−9.1% | Reduced |
| Narwhal Capital Management | 17,996 | $16.3M | 1.54% | +1,821+11.3% | Added |
| Vantage Investment Partners, LLC | 17,981 | $16.3M | 1.48% | −2,505−12.2% | Reduced |
| Venturi Wealth Management, LLC | 17,962 | $16.3M | 0.96% | −257−1.4% | Reduced |
| Siemens Fonds Invest GmbH | 17,928 | $16.2M | 1.22% | +167+0.9% | Added |
| Hantz Financial Services, Inc. | 17,806 | $16.1M | 0.31% | −776−4.2% | Reduced |
| LGT Fund Management Co Ltd. | 17,724 | $16.0M | 2.00% | +8,367+89.4% | Added |
| Gouws Capital LLC | 17,723 | $16.0M | 11.48% | −615−3.4% | Reduced |
| Twin Capital Management Inc | 17,720 | $16.0M | 1.89% | +2,758+18.4% | Added |
| Biondo Investment Advisors, LLC | 17,715 | $16.0M | 2.37% | +315+1.8% | Added |
| Sandy Spring Bank | 17,678 | $16.0M | 0.71% | +1,546+9.6% | Added |
| Worldquant Millennium Advisors LLC | 17,668 | $16.0M | 0.15% | −41,860−70.3% | Reduced |
| Northside Capital Management, LLC | 17,625 | $16.0M | 2.74% | 00.0% | Unchanged |
| Colonial Trust Co | 17,620 | $16.0M | 2.81% | −232−1.3% | Reduced |
| Phoenix Holdings Ltd. | 17,580 | $15.9M | 0.24% | +7,258+70.3% | Added |
| Harvest Fund Management Co., Ltd | 17,528 | $15.9M | 1.15% | +4,978+39.7% | Added |
| Kinneret Advisory, LLC | 17,465 | $15.8M | 1.52% | +1,570+9.9% | Added |
| Warren Averett Asset Management, LLC | 17,304 | $15.7M | 0.31% | −196−1.1% | Reduced |
| Bryn Mawr Trust Co | 17,215 | $15.6M | 0.60% | −421−2.4% | Reduced |
| NJ State Employees Deferred Compensation Plan | 17,160 | $15.5M | 1.93% | −3,400−16.5% | Reduced |
| Indiana Trust & Investment Management CO | 17,102 | $15.5M | 5.68% | +722+4.4% | Added |
| Codex Capital Asset Management L.L.C. | 18,000 | $15.4M | 7.05% | +18,000 | New |
| Transcend Wealth Collective, LLC | 16,931 | $15.3M | 1.11% | +1,518+9.8% | Added |
| Savoie Capital LLC | 16,916 | $15.3M | 1.98% | +16,916 | New |
| Boston Private Wealth LLC | 16,907 | $15.3M | 0.38% | +1,055+6.7% | Added |
| Hilton Capital Management, LLC | 16,812 | $15.2M | 1.28% | +4,012+31.3% | Added |
| McKinley Capital Management LLC /Delaware | 16,721 | $15.1M | 2.65% | −1,933−10.4% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 16,685 | $15.1M | 0.66% | +14,305+601.1% | Added |
| Laurel Wealth Advisors LLC | 16,692 | $15.1M | 2.64% | −652−3.8% | Reduced |
| Core Alternative Capital | 16,686 | $15.1M | 3.02% | −1,755−9.5% | Reduced |
| SeaCrest Wealth Management, LLC | 16,680 | $15.1M | 1.72% | −1,297−7.2% | Reduced |
| Beck Bode, LLC | 16,607 | $15.0M | 3.02% | +16,607 | New |
| Finer Wealth Management, Inc. | 16,535 | $15.0M | 9.66% | −310−1.8% | Reduced |
| Berkshire Capital Holdings Inc | 16,490 | $14.9M | 6.04% | +16,480+164,800.0% | Added |
| HWG Holdings LP | 16,459 | $14.9M | 5.46% | +16,459 | New |
| Richard Bernstein Advisors LLC | 16,450 | $14.9M | 0.33% | −532−3.1% | Reduced |
| Patten & Patten Inc | 16,428 | $14.9M | 1.04% | −258−1.5% | Reduced |
| Wealth Advisory Solutions, LLC | 16,386 | $14.8M | 4.02% | −1,600−8.9% | Reduced |
| Ballentine Partners, LLC | 16,380 | $14.8M | 0.27% | +1,145+7.5% | Added |
| Chicago Partners Investment Group LLC | 18,744 | $14.8M | 0.57% | −160−0.8% | Reduced |
| North Star Asset Management Inc | 16,317 | $14.8M | 0.70% | −621−3.7% | Reduced |
| Amica Mutual Insurance Co | 16,316 | $14.8M | 1.47% | 00.0% | Unchanged |
| Monetary Management Group Inc | 16,305 | $14.8M | 3.90% | −470−2.8% | Reduced |
| Talbot Financial, LLC | 16,288 | $14.7M | 1.94% | +362+2.3% | Added |
| Dynamic Advisor Solutions LLC | 16,250 | $14.7M | 0.46% | +869+5.6% | Added |
| Alaska Permanent Fund Corp | 18,232 | $14.7M | 0.22% | +138+0.8% | Added |
| Resources Investment Advisors, LLC. | 16,177 | $14.6M | 0.18% | +4,901+43.5% | Added |
| Creative Financial Designs Inc | 16,014 | $14.5M | 1.29% | +824+5.4% | Added |
| NWK Group, Inc. | 15,936 | $14.4M | 6.06% | −135−0.8% | Reduced |
| Mesirow Financial Investment Management, Inc. | 15,892 | $14.4M | 0.32% | −228−1.4% | Reduced |
| Cozad Asset Management Inc | 15,873 | $14.4M | 1.43% | +5,960+60.1% | Added |
| Americana Partners, LLC | 15,826 | $14.3M | 1.13% | +693+4.6% | Added |
| Peoples Financial Services Corp. | 15,825 | $14.3M | 6.48% | −460−2.8% | Reduced |
| Chilton Capital Management LLC | 15,639 | $14.2M | 0.63% | −22−0.1% | Reduced |
| Merit Financial Group, LLC | 15,615 | $14.1M | 0.31% | +2,553+19.5% | Added |
| Ashton Thomas Private Wealth, LLC | 15,560 | $14.1M | 0.78% | −57−0.4% | Reduced |
| Lansdowne Partners (UK) LLP | 15,498 | $14.0M | 1.10% | −14,791−48.8% | Reduced |
| Lombard Odier Asset Management (Europe) Ltd | 15,467 | $14.0M | 0.69% | +15,467 | New |
| JLB & Associates Inc | 15,389 | $13.9M | 1.88% | −970−5.9% | Reduced |
| WESPAC Advisors SoCal, LLC | 15,386 | $13.9M | 3.50% | +938+6.5% | Added |
| Neville Rodie & Shaw Inc | 15,373 | $13.9M | 1.06% | +207+1.4% | Added |
| Meeder Advisory Services, Inc. | 15,323 | $13.9M | 0.98% | +4,471+41.2% | Added |
| Plato Investment Management Ltd | 15,323 | $13.9M | 1.29% | +783+5.4% | Added |
| Market Street Wealth Management Advisors LLC | 15,287 | $13.8M | 2.37% | +1,475+10.7% | Added |