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 2025
Institutional positions in Eli Lilly & Co as of Jun 30, 2025. 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
- 3,914
- +45 vs. Q1 2025
- Shares held
- 783.5M
- −50.7M (−6.1%) vs. Q1 2025
- Total value
- $610.1B
- −$77.4B (−11.3%) vs. Q1 2025
- New holders
- 219
- 1,777 more added
- Sold out
- 174
- 1,450 more reduced
59 institutions that held it in Q1 2025 haven't filed for Q2 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2025: 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 2025
Shares, value and share of portfolio for each institution holding Eli Lilly & Co; share changes are against Q1 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| PBMares Wealth Management LLC | 687 | $535.7K | 0.10% | +73+11.9% | Added |
| Sax Wealth Advisors, LLC | 689 | $537.0K | 0.03% | +86+14.3% | Added |
| McDonald Partners LLC | 689 | $537.1K | 0.13% | −381−35.6% | Reduced |
| Corient IA LLC | 690 | $537.9K | 0.32% | 00.0% | Unchanged |
| Client First Capital LLC | 690 | $537.9K | 0.25% | +690 | New |
| Seaside Wealth Management, Inc. | 691 | $538.7K | 0.17% | +26+3.9% | Added |
| D.B. Root & Company, LLC | 691 | $538.7K | 0.16% | +297+75.4% | Added |
| ERn Financial, LLC | 692 | $539.3K | 0.11% | −821−54.3% | Reduced |
| New Hampshire Trust | 692 | $539.4K | 0.11% | +24+3.6% | Added |
| Tillman Hartley LLC | 695 | $541.8K | 0.15% | +93+15.4% | Added |
| Brandywine Managers, LLC | 697 | $543.3K | 0.54% | 00.0% | Unchanged |
| Eaton-Cambridge Inc. | 697 | $543.3K | 0.21% | +5+0.7% | Added |
| Francis Financial, Inc. | 697 | $543.3K | 0.13% | +27+4.0% | Added |
| Warwick Investment Management, Inc. | 698 | $544.1K | 0.11% | +25+3.7% | Added |
| MPS Loria Financial Planners, LLC | 699 | $544.6K | 0.16% | +13+1.9% | Added |
| Vestia Personal Wealth Advisors | 700 | $545.6K | 0.37% | +6+0.9% | Added |
| Hall Laurie J Trustee | 700 | $545.7K | 0.18% | 00.0% | Unchanged |
| Hoertkorn Richard Charles | 700 | $545.7K | 0.23% | 00.0% | Unchanged |
| Palacios Wealth Management, LLC | 700 | $545.7K | 0.45% | −10,026−93.5% | Reduced |
| Proffitt & Goodson Inc | 700 | $545.7K | 0.08% | +667+2,021.2% | Added |
| Focused Wealth Management, Inc | 700 | $545.7K | 0.07% | −141−16.8% | Reduced |
| West Bancorporation Inc | 701 | $546.5K | 0.35% | +136+24.1% | Added |
| Kaye Capital Management | 701 | $546.5K | 0.21% | +5+0.7% | Added |
| Terril Brothers, Inc. | 703 | $548.0K | 0.21% | +53+8.2% | Added |
| Parkwoods Wealth Partners, LLC | 703 | $548.0K | 0.32% | +86+13.9% | Added |
| Vista Capital Partners, Inc. | 705 | $549.6K | 0.06% | +88+14.3% | Added |
| Acorn Wealth Advisors, LLC | 706 | $550.0K | 0.20% | +4+0.6% | Added |
| Reston Wealth Management LLC | 707 | $551.0K | 0.19% | +55+8.4% | Added |
| CJM Wealth Advisers, Ltd. | 707 | $551.0K | 0.18% | 00.0% | Unchanged |
| DMG Group, LLC | 707 | $551.1K | 0.43% | −65−8.4% | Reduced |
| Palo Alto Wealth Advisors, LLC | 708 | $551.6K | 0.21% | −4−0.6% | Reduced |
| Next Level Private LLC | 709 | $552.7K | 0.18% | +2+0.3% | Added |
| WESPAC Advisors SoCal, LLC | 709 | $552.7K | 0.12% | −116−14.1% | Reduced |
| Passive Capital Management, LLC. | 713 | $553.2K | 0.17% | 00.0% | Unchanged |
| Bank of New Hampshire | 711 | $554.2K | 0.14% | −10−1.4% | Reduced |
| Cardinal Point Capital Management, ULC | 711 | $554.2K | 0.04% | +294+70.5% | Added |
| Mascoma Wealth Management LLC | 714 | $556.3K | 0.13% | 00.0% | Unchanged |
| Retirement Planning Group, LLC | 714 | $556.8K | 0.49% | +8+1.1% | Added |
| Walled Lake Planning & Wealth Management, LLC | 714 | $556.8K | 0.18% | 00.0% | Unchanged |
| Signature Wealth Management Group | 715 | $557.4K | 0.22% | 00.0% | Unchanged |
| Wise Wealth Partners | 717 | $558.8K | 0.93% | +267+59.3% | Added |
| Brady Martz Wealth Solutions, LLC | 718 | $560.0K | 0.11% | −76−9.6% | Reduced |
| Taylor Hoffman Capital Management LLC | 719 | $560.5K | 0.19% | 00.0% | Unchanged |
| CWS Financial Advisors, LLC | 719 | $560.8K | 0.16% | 00.0% | Unchanged |
| Lynx Capital Group Ltd | 720 | $561.3K | 0.27% | 00.0% | Unchanged |
| Montis Financial, LLC | 721 | $562.3K | 0.16% | 00.0% | Unchanged |
| J2 Capital Management Inc | 722 | $562.9K | 0.45% | +253+53.9% | Added |
| SOA Wealth Advisors, LLC. | 17,781 | $563.7K | 0.11% | +6,430+56.6% | Added |
| Revisor Wealth Management LLC | 714 | $564.6K | 0.20% | +72+11.2% | Added |
| Firethorn Wealth Partners, LLC | 725 | $565.2K | 0.25% | −187−20.5% | Reduced |
| Oxbow Advisors, LLC | 727 | $566.5K | 0.06% | −218−23.1% | Reduced |
| Sage Capital Management, LLC | 729 | $567.8K | 0.27% | +2+0.3% | Added |
| Strategic Investment Solutions, Inc. | 729 | $568.6K | 0.17% | +51+7.5% | Added |
| Masso Torrence Wealth Management Inc. | 730 | $569.0K | 0.26% | +16+2.2% | Added |
| Rise Advisors, LLC | 732 | $570.6K | 0.23% | +13+1.8% | Added |
| Planning Alternatives Ltd | 732 | $570.6K | 0.08% | −148−16.8% | Reduced |
| Main Management ETF Advisors, LLC | 733 | $571.0K | 0.02% | +12+1.7% | Added |
| Key Financial Inc | 733 | $571.4K | 0.11% | −155−17.5% | Reduced |
| Avion Wealth | 734 | $572.0K | 0.13% | +56+8.3% | Added |
| Topsail Wealth Management, LLC | 735 | $573.0K | 0.10% | −41−5.3% | Reduced |
| MWA Asset Management | 738 | $573.7K | 0.35% | +366+98.4% | Added |
| Atlanta Consulting Group Advisors, LLC | 737 | $574.5K | 0.16% | −5−0.7% | Reduced |
| Peoples Bank | 739 | $576.1K | 0.36% | −28−3.7% | Reduced |
| Almanack Investment Partners, LLC. | 739 | $576.4K | 0.09% | −280−27.5% | Reduced |
| Barrett & Company, Inc. | 743 | $579.0K | 0.22% | +3+0.4% | Added |
| McDaniel Terry & Co | 743 | $579.2K | 0.05% | −34−4.4% | Reduced |
| Atala Financial Inc | 745 | $580.8K | 0.40% | 00.0% | Unchanged |
| Owen LaRue, LLC | 745 | $581.0K | 0.25% | −2,548−77.4% | Reduced |
| GGM Financials LLC | 748 | $583.4K | 0.34% | +1+0.1% | Added |
| TSFG, LLC | 749 | $584.0K | 0.11% | −17−2.2% | Reduced |
| Portland Global Advisors LLC | 750 | $584.6K | 0.07% | +6+0.8% | Added |
| Alpine Woods Capital Investors, LLC | 750 | $584.6K | 0.14% | 00.0% | Unchanged |
| Atlas Legacy Advisors, LLC | 754 | $587.8K | 0.13% | −17−2.2% | Reduced |
| Eagle Bay Advisors LLC | 755 | $588.4K | 0.49% | +23+3.1% | Added |
| Cherrydale Wealth Management, LLC | 755 | $588.4K | 0.20% | +20+2.7% | Added |
| SOL Capital Management CO | 756 | $589.0K | 0.06% | 00.0% | Unchanged |
| Armstrong, Fleming & Moore, Inc | 756 | $589.7K | 0.32% | +501+196.5% | Added |
| Demars Financial Group, LLC | 757 | $589.9K | 0.23% | −618,761−99.9% | Reduced |
| Duncker Streett & Co Inc | 761 | $593.2K | 0.11% | 00.0% | Unchanged |
| Soundwatch Capital LLC | 489,331 | $593.2K | 0.13% | +489,331 | New |
| DT Investment Partners, LLC | 762 | $594.0K | 0.05% | 00.0% | Unchanged |
| Lodestar Private Asset Management LLC | 764 | $595.3K | 0.07% | −48−5.9% | Reduced |
| B.O.S.S. Retirement Advisors, LLC | 766 | $597.2K | 0.15% | +105+15.9% | Added |
| Anchor Capital Advisors LLC | 767 | $597.9K | 0.02% | 00.0% | Unchanged |
| Richards, Merrill & Peterson, Inc. | 767 | $598.0K | 0.28% | +156+25.5% | Added |
| Great Waters Wealth Management | 768 | $598.6K | 0.08% | −2−0.3% | Reduced |
| Sentinus, LLC | 768 | $598.8K | 0.15% | +52+7.3% | Added |
| Gladius Capital Management LP | 770 | $600.2K | 0.94% | −2,143−73.6% | Reduced |
| Capital Investment Counsel, Inc | 771 | $601.0K | 0.08% | +89+13.0% | Added |
| McDonough Capital Management, Inc | 771 | $601.1K | 0.34% | +27+3.6% | Added |
| Halter Ferguson Financial Inc. | 772 | $601.8K | 0.22% | −326−29.7% | Reduced |
| St. Louis Trust Co | 773 | $602.6K | 0.08% | 00.0% | Unchanged |
| Harel Insurance Investments & Financial Services Ltd. | 773 | $603.0K | 0.01% | +262+51.3% | Added |
| Summit Wealth Group LLC | 774 | $603.4K | 0.15% | +774 | New |
| Benin Management CORP | 775 | $604.1K | 0.16% | 00.0% | Unchanged |
| Aberdeen Wealth Management LLC | 776 | $604.9K | 0.40% | 00.0% | Unchanged |
| Scott Capital Advisors, LLC | 771 | $606.8K | 0.16% | +76+10.9% | Added |
| SilverOak Wealth Management LLC | 779 | $607.3K | 0.11% | +147+23.3% | Added |
| Precision Wealth Strategies, LLC | 780 | $608.2K | 0.20% | +780 | New |
| Madison Wealth Partners, Inc | 781 | $609.0K | 0.13% | −86−9.9% | Reduced |