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 |
|---|---|---|---|---|---|
| Oversea-Chinese Banking CORP Ltd | 15,194 | $13.8M | 0.41% | −107−0.7% | Reduced |
| Larson Financial Group LLC | 15,144 | $13.7M | 0.94% | +5,761+61.4% | Added |
| Hyman Charles D | 15,143 | $13.7M | 0.76% | −125−0.8% | Reduced |
| Bell & Brown Wealth Advisors, LLC | 15,124 | $13.7M | 5.97% | −282−1.8% | Reduced |
| BOCHK Asset Management Ltd | 15,050 | $13.6M | 4.46% | +3,100+25.9% | Added |
| Sivik Global Healthcare LLC | 15,000 | $13.6M | 6.06% | −1,000−6.3% | Reduced |
| Harbor Capital Advisors, Inc. | 14,978 | $13.6M | 1.03% | +119+0.8% | Added |
| CTC LLC | 14,977 | $13.6M | 1.01% | +11,068+283.1% | Added |
| Hartford Financial Management Inc. | 14,911 | $13.5M | 2.90% | 00.0% | Unchanged |
| Blue Chip Partners, Inc. | 14,909 | $13.5M | 1.25% | +1,115+8.1% | Added |
| Obermeyer Wood Investment Counsel, LLLP | 14,903 | $13.5M | 0.77% | +14,107+1,772.2% | Added |
| Fi3 FINANCIAL ADVISORS, LLC | 14,862 | $13.5M | 5.92% | +151+1.0% | Added |
| CCM Investment Advisers LLC | 14,742 | $13.3M | 1.57% | +137+0.9% | Added |
| GTS Securities LLC | 14,668 | $13.3M | 0.28% | +13,585+1,254.4% | Added |
| Capital Group Investment Management Pte. Ltd. | 14,628 | $13.2M | 2.86% | −796−5.2% | Reduced |
| Callahan Advisors, LLC | 14,580 | $13.2M | 1.37% | +2,477+20.5% | Added |
| Equitable Holdings, Inc. | 14,557 | $13.2M | 0.14% | +633+4.5% | Added |
| Westend Capital Management, LLC | 14,396 | $13.2M | 4.62% | +38+0.3% | Added |
| Barometer Capital Management Inc. | 14,490 | $13.1M | 5.06% | −2,253−13.5% | Reduced |
| ClariVest Asset Management LLC | 14,487 | $13.1M | 1.34% | −470−3.1% | Reduced |
| Ameritas Advisory Services, LLC | 14,453 | $13.1M | 0.49% | +1,183+8.9% | Added |
| Pallas Capital Advisors LLC | 15,367 | $13.0M | 0.59% | +562+3.8% | Added |
| Sienna Gestion | 14,383 | $13.0M | 1.16% | +1,949+15.7% | Added |
| International Assets Investment Management, LLC | 14,294 | $12.9M | 1.22% | +537+3.9% | Added |
| Fairfield Financial Advisors, LTD | 14,210 | $12.9M | 4.63% | +14,210 | New |
| Diversified Trust Co | 14,200 | $12.9M | 0.36% | +10+0.1% | Added |
| Sustainable Insight Capital Management, LLC | 14,188 | $12.8M | 6.44% | +5,800+69.1% | Added |
| Spirepoint Private Client, LLC | 14,175 | $12.8M | 1.82% | +1,854+15.0% | Added |
| Principal Securities, Inc. | 14,162 | $12.8M | 0.35% | +2,651+23.0% | Added |
| Alpha Cubed Investments, LLC | 14,097 | $12.8M | 0.61% | −630−4.3% | Reduced |
| Waldron Private Wealth LLC | 14,067 | $12.7M | 0.57% | +27+0.2% | Added |
| Abn Amro Investment Solutions | 14,031 | $12.7M | 0.23% | −15−0.1% | Reduced |
| Princeton Capital Management LLC | 13,989 | $12.7M | 4.13% | +232+1.7% | Added |
| Anchor Investment Management, LLC | 13,966 | $12.6M | 1.30% | +131+0.9% | Added |
| Jaffetilchin Investment Partners, LLC | 13,924 | $12.6M | 1.08% | +173+1.3% | Added |
| RNC Capital Management LLC | 13,912 | $12.6M | 0.70% | +671+5.1% | Added |
| Birmingham Capital Management Co Inc | 13,900 | $12.6M | 4.91% | −2,005−12.6% | Reduced |
| Texas Capital Bank Wealth Management Services Inc | 13,885 | $12.6M | 1.31% | +1,958+16.4% | Added |
| NatWest Group plc | 13,860 | $12.5M | 4.29% | +26+0.2% | Added |
| ROI Financial Advisors, LLC | 13,792 | $12.5M | 9.08% | −166−1.2% | Reduced |
| Kingswood Wealth Advisors, LLC | 13,799 | $12.5M | 1.13% | +4,778+53.0% | Added |
| Frank, Rimerman Advisors LLC | 13,754 | $12.5M | 0.88% | +13,690+21,390.6% | Added |
| We Are One Seven, LLC | 13,733 | $12.4M | 0.59% | +5,106+59.2% | Added |
| SeaTown Holdings Pte. Ltd. | 13,700 | $12.4M | 8.98% | +13,700 | New |
| Nemes Rush Group LLC | 13,698 | $12.4M | 1.70% | +326+2.4% | Added |
| CMH Wealth Management LLC | 13,687 | $12.4M | 3.05% | +102+0.8% | Added |
| James Investment Research Inc | 13,559 | $12.3M | 1.46% | −1,336−9.0% | Reduced |
| Wellington Shields & Co., LLC | 13,536 | $12.3M | 3.99% | −196−1.4% | Reduced |
| Edge Capital Group, LLC | 13,513 | $12.2M | 0.59% | −54−0.4% | Reduced |
| Glynn Capital Management LLC | 13,490 | $12.2M | 2.46% | 00.0% | Unchanged |
| Great Lakes Retirement, Inc. | 13,480 | $12.2M | 1.67% | +525+4.1% | Added |
| Profund Advisors LLC | 13,438 | $12.2M | 0.45% | −325−2.4% | Reduced |
| Intrust Bank NA | 13,394 | $12.1M | 1.29% | −469−3.4% | Reduced |
| American Financial Advisors, LLC | 13,390 | $12.1M | 1.72% | +13+0.1% | Added |
| Edgestream Partners, L.P. | 13,387 | $12.1M | 0.58% | +8,039+150.3% | Added |
| Fulton Bank, N.A. | 13,382 | $12.1M | 0.49% | +1,740+14.9% | Added |
| Bensler, LLC | 13,355 | $12.1M | 1.63% | +998+8.1% | Added |
| Apollon Wealth Management, LLC | 13,294 | $12.0M | 0.37% | +369+2.9% | Added |
| SageView Advisory Group, LLC | 13,285 | $12.0M | 0.56% | +1,919+16.9% | Added |
| Home Federal Bank of Tennessee | 13,279 | $12.0M | 3.66% | −13−0.1% | Reduced |
| Money Concepts Capital Corp | 13,195 | $11.9M | 1.00% | −305−2.3% | Reduced |
| Synergy Financial Management, LLC | 13,192 | $11.9M | 1.87% | +13,192 | New |
| Sphera Funds Management Ltd. | 13,190 | $11.9M | 1.95% | −1,000−7.0% | Reduced |
| Union Heritage Capital, LLC | 13,120 | $11.9M | 4.67% | 00.0% | Unchanged |
| Goldstream Capital Management Ltd | 13,115 | $11.9M | 5.65% | +3,550+37.1% | Added |
| Bremer Bank National Association | 13,106 | $11.9M | 2.32% | −462−3.4% | Reduced |
| Bailard, Inc. | 13,097 | $11.9M | 0.33% | +546+4.4% | Added |
| Pensionmark Financial Group, LLC | 13,077 | $11.8M | 0.74% | +13,077 | New |
| NorthRock Partners, LLC | 13,008 | $11.8M | 0.44% | +669+5.4% | Added |
| Wedmont Private Capital | 12,410 | $11.8M | 0.74% | +585+4.9% | Added |
| First National Bank of Omaha | 12,986 | $11.8M | 0.77% | +2,380+22.4% | Added |
| Boyd Watterson Asset Management LLC | 12,944 | $11.7M | 3.35% | −1,545−10.7% | Reduced |
| BancorpSouth Bank | 12,928 | $11.7M | 0.88% | −88−0.7% | Reduced |
| Marietta Wealth Management, LLC | 12,904 | $11.7M | 1.82% | −752−5.5% | Reduced |
| V-Square Quantitative Management LLC | 12,902 | $11.7M | 1.89% | +121+0.9% | Added |
| Providence Wealth Advisors, LLC | 12,786 | $11.7M | 9.31% | +10+0.1% | Added |
| Cullen Investment Group, Ltd. | 12,890 | $11.7M | 1.86% | −683−5.0% | Reduced |
| Buckingham Strategic Partners | 12,885 | $11.7M | 0.31% | +287+2.3% | Added |
| Affinity Wealth Management LLC | 12,798 | $11.6M | 2.11% | −332−2.5% | Reduced |
| Naples Global Advisors, LLC | 12,780 | $11.6M | 1.16% | −548−4.1% | Reduced |
| Allworth Financial LP | 13,448 | $11.5M | 0.07% | +6,067+82.2% | Added |
| Jefferies Financial Group Inc. | 12,727 | $11.5M | 0.23% | −887−6.5% | Reduced |
| Jacobi Capital Management LLC | 12,677 | $11.5M | 1.00% | −55−0.4% | Reduced |
| Argyle Capital Management Inc. | 12,628 | $11.4M | 4.70% | −1,405−10.0% | Reduced |
| Perkins Capital Management Inc | 12,622 | $11.4M | 10.77% | −15−0.1% | Reduced |
| Parus Finance (UK) Ltd | 12,603 | $11.4M | 3.30% | +2,994+31.2% | Added |
| Cable Hill Partners, LLC | 12,599 | $11.4M | 1.24% | −555−4.2% | Reduced |
| Farther Finance Advisors, LLC | 12,453 | $11.4M | 0.55% | +4,157+50.1% | Added |
| Symmetry Investments LP | 12,560 | $11.4M | 1.42% | +12,560 | New |
| Timber Creek Capital Management LLC | 12,546 | $11.4M | 3.43% | −12−0.1% | Reduced |
| Baker Avenue Asset Management, LP | 12,499 | $11.3M | 0.39% | −275−2.2% | Reduced |
| Highland Capital Management, LLC | 12,498 | $11.3M | 0.67% | −881−6.6% | Reduced |
| Plancorp, LLC | 12,436 | $11.3M | 0.49% | +83+0.7% | Added |
| Mitchell Capital Management Co | 12,426 | $11.2M | 1.98% | +92+0.7% | Added |
| Sit Investment Associates Inc | 12,418 | $11.2M | 0.26% | +12,410+155,125.0% | Added |
| Moody National Bank Trust Division | 12,373 | $11.2M | 0.87% | +324+2.7% | Added |
| Bank & Trust Co | 12,297 | $11.1M | 9.45% | +12,297 | New |
| Roanoke Asset Management Corp | 12,282 | $11.1M | 3.67% | −908−6.9% | Reduced |
| Essential Planning, LLC. | 12,266 | $11.1M | 4.89% | −31−0.3% | Reduced |
| United Capital Management of KS, Inc. | 12,239 | $11.1M | 2.44% | −33−0.3% | Reduced |