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 |
|---|---|---|---|---|---|
| Horizon Financial Services, LLC | 891 | $694.6K | 0.37% | 00.0% | Unchanged |
| Kings Path Partners LLC | 891 | $694.6K | 0.28% | +891 | New |
| YANKCOM Partnership | 894 | $696.9K | 0.34% | +5+0.6% | Added |
| Walkner Condon Financial Advisors LLC | 894 | $697.0K | 0.13% | +19+2.2% | Added |
| Hartford Financial Management Inc. | 894 | $697.1K | 0.19% | −14,000−94.0% | Reduced |
| Laidlaw Wealth Management LLC | 895 | $697.7K | 2.01% | −1−0.1% | Reduced |
| Trust Co of the South | 895 | $697.7K | 0.12% | 00.0% | Unchanged |
| Howe & Rusling Inc | 895 | $697.8K | 0.05% | +469+110.1% | Added |
| Baltimore-Washington Financial Advisors, Inc. | 898 | $700.0K | 0.03% | +49+5.8% | Added |
| Roehl & Yi Investment Advisors, LLC | 898 | $700.1K | 0.36% | −11−1.2% | Reduced |
| Legacy Capital Wealth Partners, LLC | 898 | $700.2K | 0.16% | −203−18.4% | Reduced |
| Mayport, LLC | 899 | $700.5K | 0.17% | +7+0.8% | Added |
| Perbak Capital Partners LLP | 899 | $700.8K | 0.16% | +899 | New |
| Patton Albertson Miller Group, LLC | 900 | $701.6K | 0.09% | −10−1.1% | Reduced |
| Harbor Advisors LLC | 900 | $701.6K | 0.11% | 00.0% | Unchanged |
| Drake & Associates, LLC | 900 | $701.9K | 0.17% | +54+6.4% | Added |
| Claris Financial LLC | 901 | $702.2K | 0.53% | −23−2.5% | Reduced |
| Commonwealth Financial Services, LLC | 901 | $702.3K | 0.14% | −7−0.8% | Reduced |
| Smith Thornton Advisors LLC | 901 | $702.5K | 0.40% | +70+8.4% | Added |
| Legacy Edge Advisors, LLC | 903 | $703.9K | 0.09% | +14+1.6% | Added |
| Wedgewood Investors Inc | 908 | $707.8K | 0.82% | 00.0% | Unchanged |
| GW Henssler & Associates Ltd | 908 | $707.8K | 0.04% | −75−7.6% | Reduced |
| Florida Financial Advisors, LLC | 909 | $708.2K | 0.23% | +33+3.8% | Added |
| Christopher J. Hasenberg, Inc | 909 | $708.6K | 0.26% | +39+4.5% | Added |
| Ryan Investment Management, Inc. | 909 | $708.6K | 0.45% | +909 | New |
| Northstar Asset Management LLC | 910 | $709.4K | 0.16% | +15+1.7% | Added |
| Benchmark Financial Wealth Advisors, LLC | 912 | $711.0K | 0.24% | +27+3.1% | Added |
| Kraematon Investment Advisors, Inc | 913 | $711.5K | 0.67% | −141−13.4% | Reduced |
| Values Added Financial LLC | 914 | $712.5K | 0.35% | +28+3.2% | Added |
| Centerline Wealth Advisors, LLC | 915 | $713.3K | 0.35% | −4−0.4% | Reduced |
| Y.D. More Investments Ltd | 975 | $713.4K | 0.05% | +27+2.8% | Added |
| First United Bank Trust | 916 | $714.0K | 0.25% | −10−1.1% | Reduced |
| EdgeRock Capital LLC | 917 | $714.3K | 0.23% | +917 | New |
| Alhambra Investment Partners LLC | 924 | $720.3K | 0.36% | +445+92.9% | Added |
| Eaton Financial Holdings Company, LLC | 925 | $721.0K | 0.22% | +925 | New |
| Sunburst Financial Group, LLC | 926 | $721.5K | 0.16% | +51+5.8% | Added |
| First Financial Bankshares Inc | 926 | $721.8K | 0.02% | +45+5.1% | Added |
| Zuckerman Investment Group, LLC | 927 | $722.4K | 0.07% | +27+3.0% | Added |
| Baron Silver Stevens Financial Advisors, LLC | 927 | $722.5K | 0.12% | +49+5.6% | Added |
| Centurion Wealth Management LLC | 928 | $723.4K | 0.21% | −52−5.3% | Reduced |
| RFP Financial Group LLC | 931 | $726.0K | 0.30% | 00.0% | Unchanged |
| PKS Advisory Services, LLC | 932 | $726.2K | 0.18% | +326+53.8% | Added |
| Motive Wealth Advisors | 932 | $726.5K | 0.33% | +87+10.3% | Added |
| American Trust Investment Advisors, LLC | 933 | $727.3K | 0.37% | −17−1.8% | Reduced |
| My Legacy Advisors, LLC | 922 | $729.0K | 0.26% | +364+65.2% | Added |
| Petix & Botte Co | 936 | $729.6K | 0.18% | 00.0% | Unchanged |
| McRae Capital Management Inc | 936 | $729.6K | 0.15% | −105−10.1% | Reduced |
| Mount Vernon Associates Inc | 940 | $733.0K | 0.53% | 00.0% | Unchanged |
| Garrett Wealth Advisory Group, LLC | 942 | $734.3K | 0.16% | −5−0.5% | Reduced |
| Ramirez Asset Management, Inc. | 942 | $734.3K | 0.11% | 00.0% | Unchanged |
| Altiora Financial Group, LLC | 944 | $735.9K | 0.14% | 00.0% | Unchanged |
| von Borstel & Associates, Inc. | 958 | $736.0K | 0.19% | +9+0.9% | Added |
| Hemington Wealth Management | 946 | $737.0K | 0.11% | −39−4.0% | Reduced |
| Barlow Wealth Partners, Inc. | 949 | $739.5K | 0.09% | −20,416−95.6% | Reduced |
| CoreFirst Bank & Trust | 950 | $740.6K | 0.42% | 00.0% | Unchanged |
| Tandem Wealth Advisors LLC | 952 | $742.1K | 0.37% | −32−3.3% | Reduced |
| Colonial River Wealth Management, LLC | 940 | $743.2K | 0.32% | +52+5.9% | Added |
| Plotkin Financial Advisors, LLC | 954 | $743.7K | 0.41% | 00.0% | Unchanged |
| Ariadne Wealth Management, LP | 1,130 | $746.2K | 0.36% | −93−7.6% | Reduced |
| Foster & Motley Inc | 958 | $747.0K | 0.04% | +68+7.6% | Added |
| Golden State Wealth Management, LLC | 958 | $747.5K | 0.09% | −61−6.0% | Reduced |
| M. Kraus & Co | 960 | $748.3K | 0.22% | −25−2.5% | Reduced |
| Widmann Financial Services, Inc. | 961 | $749.1K | 0.52% | +5+0.5% | Added |
| Nebula Research & Development LLC | 961 | $749.1K | 0.06% | +961 | New |
| New World Advisors LLC | 961 | $749.1K | 0.16% | −117−10.9% | Reduced |
| Tranquility Partners, LLC | 962 | $749.9K | 0.27% | −8−0.8% | Reduced |
| National Philanthropic Trust | 965 | $752.2K | 0.01% | −337−25.9% | Reduced |
| ABLE Financial Group, LLC | 965 | $752.2K | 0.18% | −32−3.2% | Reduced |
| Tarbox Family Office, Inc. | 965 | $752.4K | 0.11% | +1+0.1% | Added |
| Cavalier Investments, LLC | 966 | $753.0K | 0.23% | 00.0% | Unchanged |
| BOK Financial Private Wealth, Inc. | 966 | $753.0K | 0.05% | +406+72.5% | Added |
| Regatta Capital Group, LLC | 966 | $753.2K | 0.13% | +47+5.1% | Added |
| Talisman Wealth Advisors LLC | 967 | $753.6K | 0.69% | −37−3.7% | Reduced |
| Total Clarity Wealth Management, Inc. | 969 | $755.6K | 0.22% | +36+3.9% | Added |
| Accel Wealth Management | 971 | $757.2K | 0.25% | −15−1.5% | Reduced |
| ProVise Management Group, LLC | 974 | $759.3K | 0.06% | +6+0.6% | Added |
| Morris Retirement Advisors, LLC | 974 | $759.6K | 0.36% | +109+12.6% | Added |
| Stonebridge Financial Group, LLC | 978 | $762.4K | 0.07% | +7+0.7% | Added |
| Signature Wealth Management Partners, LLC | 978 | $762.7K | 0.44% | +197+25.2% | Added |
| Reliant Investment Management, LLC | 979 | $763.2K | 0.33% | −22−2.2% | Reduced |
| O'Brien Greene & Co. Inc | 979 | $763.2K | 0.25% | −3−0.3% | Reduced |
| Financial Management Professionals, Inc. | 979 | $763.2K | 0.09% | +5+0.5% | Added |
| Stony Point Wealth Management Inc. | 980 | $763.6K | 0.32% | −133−11.9% | Reduced |
| Falcon Wealth Planning | 984 | $767.1K | 0.08% | +16+1.7% | Added |
| Prudent Man Advisors, LLC | 985 | $767.8K | 0.24% | +217+28.3% | Added |
| Flynn Zito Capital Management, LLC | 991 | $772.9K | 0.33% | +647+188.1% | Added |
| Palumbo Wealth Management LLC | 993 | $773.7K | 0.24% | +496+99.8% | Added |
| Wayfinding Financial, LLC | 1,011 | $777.0K | 0.35% | −36−3.4% | Reduced |
| Grey Fox Wealth Advisors, LLC | 997 | $777.3K | 0.19% | 00.0% | Unchanged |
| Bingham Private Wealth, LLC | 998 | $778.0K | 0.74% | +8+0.8% | Added |
| Capital Insight Partners, LLC | 999 | $778.8K | 0.14% | −19−1.9% | Reduced |
| Promethium Advisors,llc | 1,000 | $779.5K | 0.47% | 00.0% | Unchanged |
| Allred Capital Management, LLC | 1,000 | $780.1K | 0.29% | −51−4.9% | Reduced |
| Summit Wealth & Retirement Planning, Inc. | 1,004 | $782.6K | 0.21% | +406+67.9% | Added |
| Atwater Malick LLC | 1,005 | $783.5K | 0.25% | 00.0% | Unchanged |
| BankPlus Wealth Management LLC | 1,006 | $784.2K | 0.52% | +25+2.5% | Added |
| Tilia Fiduciary Partners, Inc. | 1,006 | $784.5K | 0.48% | 00.0% | Unchanged |
| Jackson Hole Capital Partners, LLC | 1,011 | $787.7K | 0.14% | −45−4.3% | Reduced |
| Partners Capital Investment Group, LLP | 1,012 | $788.8K | 0.03% | −1,008−49.9% | Reduced |
| WJ Wealth Management, LLC | 1,012 | $788.9K | 0.25% | 00.0% | Unchanged |