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 $942.7B 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 | $942.7B |
| Q1 2026 | 4,391 | $712.9B |
| Q4 2025 | 4,452 | $843.2B |
| Q3 2025 | 3,904 | $583.5B |
| Q2 2025 | 3,914 | $610.1B |
| Q1 2025 | 3,928 | $688.4B |
| Q4 2024 | 3,913 | $602.9B |
| Q3 2024 | 3,666 | $687.4B |
| Q2 2024 | 3,571 | $707.0B |
| Q1 2024 | 3,465 | $607.2B |
| Q4 2023 | 3,276 | $457.2B |
| Q3 2023 | 2,978 | $421.9B |
| Q2 2023 | 2,818 | $366.7B |
| Q1 2023 | 2,619 | $269.7B |
| Q4 2022 | 2,672 | $288.4B |
| Q3 2022 | 2,489 | $256.1B |
| Q2 2022 | 2,450 | $255.6B |
| Q1 2022 | 2,349 | $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 |
|---|---|---|---|---|---|
| Truvestments Capital LLC | 782 | $609.4K | 0.12% | −98−11.1% | Reduced |
| GenTrust, LLC | 782 | $609.6K | 0.03% | −95−10.8% | Reduced |
| Motiv8 Investments LLC | 783 | $610.6K | 0.37% | −3−0.4% | Reduced |
| Sterling Financial Planning, Inc. | 784 | $611.3K | 0.20% | −14−1.8% | Reduced |
| Samalin Investment Counsel, LLC | 784 | $611.5K | 0.23% | −667−46.0% | Reduced |
| Wulff, Hansen & Co. | 785 | $611.9K | 0.52% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 786 | $612.7K | 0.07% | +27+3.6% | Added |
| Kinloch Capital, LLC | 789 | $614.9K | 0.29% | 00.0% | Unchanged |
| Titleist Asset Management, LLC | 789 | $615.0K | 0.06% | +258+48.6% | Added |
| Coign Capital Advisors LLC | 789 | $615.0K | 0.42% | +18+2.3% | Added |
| C2C Wealth Management, LLC | 790 | $615.8K | 0.56% | 00.0% | Unchanged |
| Aigen Investment Management, LP | 792 | $617.4K | 0.08% | +792 | New |
| Sovereign Financial Group, Inc. | 793 | $618.3K | 0.13% | +49+6.6% | Added |
| Cacti Asset Management LLC | 800 | $620.4K | 0.05% | 00.0% | Unchanged |
| Virtue Capital Management, LLC | 796 | $620.5K | 0.11% | +75+10.4% | Added |
| Gallacher Capital Management LLC | 796 | $620.7K | 0.29% | +317+66.2% | Added |
| Consolidated Planning Corp | 797 | $621.3K | 0.08% | −296−27.1% | Reduced |
| Legacy Financial Strategies, LLC | 799 | $623.2K | 0.12% | +71+9.8% | Added |
| Riverstone Advisors, LLC | 800 | $623.6K | 0.34% | −155−16.2% | Reduced |
| HORAN Wealth, LLC | 800 | $623.6K | 0.19% | +800 | New |
| RWM Asset Management, LLC | 801 | $624.4K | 0.08% | +801 | New |
| Avaii Wealth Management, LLC | 802 | $625.0K | 0.28% | +1+0.1% | Added |
| PAX Financial Group, LLC | 804 | $626.7K | 0.12% | −293−26.7% | Reduced |
| IFG Advisors, LLC | 805 | $627.5K | 0.11% | +1+0.1% | Added |
| United Advisor Group, LLC | 806 | $628.5K | 0.11% | +261+47.9% | Added |
| Nexus Investment Management ULC | 809 | $630.6K | 0.09% | 00.0% | Unchanged |
| QTR Family Wealth, LLC | 810 | $631.2K | 0.39% | +69+9.3% | Added |
| Beacon Financial Strategies CORP | 810 | $631.3K | 0.40% | −40−4.7% | Reduced |
| Buckley Wealth Management, LLC | 812 | $633.0K | 0.19% | +209+34.7% | Added |
| Independent Solutions Wealth Management, LLC | 814 | $634.5K | 0.12% | −67−7.6% | Reduced |
| Diamant Asset Management, Inc. | 814 | $634.5K | 0.48% | 00.0% | Unchanged |
| WT Wealth Management | 814 | $634.5K | 0.19% | +14+1.8% | Added |
| one8zero8, LLC | 818 | $637.7K | 0.15% | −24−2.9% | Reduced |
| Twelve Points Wealth Management LLC | 819 | $638.4K | 0.17% | +12+1.5% | Added |
| Centricity Wealth Management, LLC | 820 | $639.2K | 0.51% | −3−0.4% | Reduced |
| Cardiff Park Advisors, LLC | 821 | $640.0K | 0.06% | 00.0% | Unchanged |
| Resurgent Financial Advisors LLC | 822 | $640.9K | 0.35% | +98+13.5% | Added |
| Castleview Partners, LLC | 828 | $645.5K | 0.41% | +78+10.4% | Added |
| Goldstream Capital Management Ltd | 829 | $646.2K | 0.28% | 00.0% | Unchanged |
| Park Place Capital Corp | 833 | $646.3K | 0.15% | −954−53.4% | Reduced |
| TCFG Wealth Management, LLC | 830 | $647.1K | 0.29% | +175+26.7% | Added |
| Encompass Wealth Advisors, LLC | 835 | $650.7K | 0.24% | −86−9.3% | Reduced |
| Embree Financial Group | 836 | $651.5K | 0.10% | +126+17.7% | Added |
| Security National Bank of So Dak | 837 | $652.5K | 0.36% | −79−8.6% | Reduced |
| Convergence Investment Partners, LLC | 838 | $653.3K | 0.17% | −82−8.9% | Reduced |
| Trueblood Wealth Management, LLC | 838 | $653.4K | 0.27% | +7+0.8% | Added |
| JPL Wealth Management, LLC | 838 | $653.4K | 0.18% | −80−8.7% | Reduced |
| Detalus Advisors, LLC | 838 | $653.5K | 0.19% | −7−0.8% | Reduced |
| Peterson Wealth Advisors, LLC | 839 | $653.9K | 0.11% | +35+4.4% | Added |
| Liberty Square Wealth Partners LLC | 840 | $654.8K | 0.23% | +114+15.7% | Added |
| Concentric Capital Strategies, LP | 840 | $654.8K | 0.04% | +840 | New |
| Sulzberger Capital Advisors, Inc. | 842 | $656.4K | 0.77% | −72−7.9% | Reduced |
| Fountainhead AM, LLC | 842 | $656.6K | 0.10% | −1−0.1% | Reduced |
| Mountain Pacific Investment Advisers Inc | 844 | $657.9K | 0.05% | +489+137.7% | Added |
| HMV Wealth Advisors, LLC | 845 | $658.7K | 0.43% | −759−47.3% | Reduced |
| PFW Advisors LLC | 845 | $658.7K | 0.20% | −10−1.2% | Reduced |
| Greenwood Gearhart Inc | 845 | $658.7K | 0.04% | −7−0.8% | Reduced |
| Fiduciary Financial Group, LLC | 849 | $659.1K | 0.12% | +61+7.7% | Added |
| GEM Asset Management, LLC | 854 | $660.1K | 0.34% | −57−6.3% | Reduced |
| MBE Wealth Management, LLC | 847 | $660.3K | 0.29% | +23+2.8% | Added |
| Tactive Advisors, LLC | 849 | $661.8K | 0.21% | +849 | New |
| Main Line Retirement Advisors, LLC | 849 | $661.9K | 0.38% | +21+2.5% | Added |
| Acorn Creek Capital LLC | 849 | $662.1K | 0.27% | −43−4.8% | Reduced |
| City Center Advisors, LLC | 850 | $662.7K | 0.71% | +25+3.0% | Added |
| Northwest Wealth Management, LLC | 851 | $663.4K | 0.12% | −373−30.5% | Reduced |
| Menard Financial Group LLC | 851 | $663.4K | 0.39% | −30−3.4% | Reduced |
| GFS Advisors, LLC | 852 | $664.0K | 0.09% | +207+32.1% | Added |
| Knights of Columbus Asset Advisors LLC | 852 | $664.2K | 0.04% | −18−2.1% | Reduced |
| PrairieView Partners, LLC | 856 | $667.0K | 0.06% | 00.0% | Unchanged |
| Coastal Investment Advisors, Inc. | 858 | $669.1K | 0.26% | −32−3.6% | Reduced |
| McNaughton Wealth Management, LLC | 860 | $670.4K | 0.30% | −12−1.4% | Reduced |
| Leslie Global Wealth, LLC | 860 | $670.4K | 0.36% | +509+145.0% | Added |
| Greenfield Savings Bank | 861 | $671.2K | 0.30% | +4+0.5% | Added |
| Burns Matteson Capital Management, LLC | 862 | $672.2K | 0.32% | −25−2.8% | Reduced |
| Portland Investment Counsel Inc. | 865 | $674.3K | 0.20% | 00.0% | Unchanged |
| WFA of San Diego, LLC | 865 | $674.3K | 0.50% | +865 | New |
| Sherman Asset Management, Inc. | 865 | $674.6K | 0.60% | 00.0% | Unchanged |
| Strait & Sound Wealth Management LLC | 866 | $675.0K | 0.29% | −65−7.0% | Reduced |
| Investment Advisory Group, LLC | 867 | $675.5K | 0.20% | +21+2.5% | Added |
| Hollencrest Capital Management | 867 | $675.9K | 0.03% | −411−32.2% | Reduced |
| Graybill Bartz & Assoc Ltd | 868 | $676.6K | 0.22% | −2−0.2% | Reduced |
| Morton Capital Management LLC | 870 | $677.9K | 0.12% | +114+15.1% | Added |
| Dean Investment Associates, LLC | 870 | $678.2K | 0.10% | 00.0% | Unchanged |
| WMG Financial Advisors, LLC | 872 | $679.8K | 0.25% | −87−9.1% | Reduced |
| Prudent Investors Network | 872 | $679.8K | 0.18% | −13−1.5% | Reduced |
| Culbertson A N & Co Inc | 876 | $682.9K | 0.10% | +123+16.3% | Added |
| Caliber Wealth Management, LLC | 876 | $682.9K | 0.07% | +169+23.9% | Added |
| Advantage Trust Co | 876 | $682.9K | 0.34% | +186+27.0% | Added |
| Cambridge Financial Group, LLC | 876 | $682.9K | 0.26% | −263−23.1% | Reduced |
| Consilio Wealth Advisors, LLC | 882 | $684.0K | 0.24% | −11−1.2% | Reduced |
| David J Yvars Group | 880 | $686.1K | 0.40% | −105−10.7% | Reduced |
| Avalon Trust Co | 881 | $686.8K | 0.05% | 00.0% | Unchanged |
| Mason & Associates Inc | 883 | $688.3K | 0.16% | 00.0% | Unchanged |
| Willner & Heller, LLC | 884 | $689.0K | 0.58% | +30+3.5% | Added |
| Twin Peaks Wealth Advisors, LLC | 1,078 | $689.1K | 0.22% | +250+30.2% | Added |
| Ridgecrest Wealth Partners, LLC | 884 | $689.1K | 0.36% | −27−3.0% | Reduced |
| BIP Wealth, LLC | 885 | $690.0K | 0.04% | −120−11.9% | Reduced |
| eCIO, Inc. | 886 | $690.8K | 0.29% | 00.0% | Unchanged |
| Councilmark Asset Management, LLC | 887 | $691.4K | 0.44% | 00.0% | Unchanged |
| Legato Capital Management LLC | 888 | $692.2K | 0.08% | −566−38.9% | Reduced |