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
- 3,915
- +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
- 1,778 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 |
|---|---|---|---|---|---|
| Impact Partnership Wealth, LLC | 265 | $206.6K | 0.04% | −595−69.2% | Reduced |
| Fortress Financial Group, LLC | 266 | $207.2K | 0.18% | +266 | New |
| Hollow Brook Wealth Management LLC | 266 | $207.4K | 0.06% | 00.0% | Unchanged |
| Cedar Wealth Management, LLC | 266 | $207.4K | 0.07% | +7+2.7% | Added |
| Allied Investment Advisors, LLC | 267 | $207.8K | 0.04% | −3−1.1% | Reduced |
| Rocky Mountain Advisers, LLC | 267 | $208.1K | 0.06% | 00.0% | Unchanged |
| BG Investment Services, Inc. | 268 | $208.7K | 0.26% | 00.0% | Unchanged |
| NDWM LLC | 270 | $210.5K | 0.15% | 00.0% | Unchanged |
| Patton Fund Management, Inc. | 271 | $211.3K | 0.05% | +271 | New |
| Dodds Wealth, LLC | 271 | $211.4K | 0.06% | 00.0% | Unchanged |
| Wealth Watch Advisors, INC | 497 | $211.7K | 0.13% | +497 | New |
| Ackerman Capital Advisors, LLC | 272 | $212.0K | 0.05% | +15+5.8% | Added |
| USAdvisors Wealth Management, LLC | 274 | $213.0K | 0.08% | −12−4.2% | Reduced |
| Astra Wealth Partners LLC | 275 | $214.4K | 0.17% | −22−7.4% | Reduced |
| Kellett Schaffner Wealth Advisors LLC | 275 | $214.4K | 0.14% | +16+6.2% | Added |
| Fiducient Advisors LLC | 275 | $214.4K | 0.03% | +275 | New |
| Endeavor Private Wealth, Inc. | 276 | $215.0K | 0.10% | +1+0.4% | Added |
| Balanced Rock Investment Advisor | 276 | $215.2K | 0.17% | −1−0.4% | Reduced |
| SLT Holdings LLC | 276 | $215.2K | 0.16% | 00.0% | Unchanged |
| Objectivity Squared, LLC | 276 | $215.3K | 0.15% | 00.0% | Unchanged |
| Legacy Wealth Management, LLC | 278 | $216.7K | 0.07% | 00.0% | Unchanged |
| Puff Wealth Management, LLC | 278 | $217.1K | 0.35% | −8−2.8% | Reduced |
| Continental Investors Services, Inc. | 279 | $217.4K | 0.39% | +10+3.7% | Added |
| Pflug Koory, LLC | 279 | $217.5K | 0.11% | 00.0% | Unchanged |
| Tanager Wealth Management LLP | 280 | $218.3K | 0.03% | −34−10.8% | Reduced |
| GenWealth Group, Inc. | 280 | $218.3K | 0.04% | 00.0% | Unchanged |
| Long Run Wealth Advisors, LLC | 281 | $218.7K | 0.05% | +1+0.4% | Added |
| CLG LLC | 281 | $219.0K | 0.07% | +32+12.9% | Added |
| Prevail Innovative Wealth Advisors, LLC | 281 | $219.0K | 0.05% | −92−24.7% | Reduced |
| Baring Financial LLC | 282 | $219.6K | 0.16% | −17−5.7% | Reduced |
| Citizens & Northern Corp | 282 | $219.8K | 0.06% | −53−15.8% | Reduced |
| Davidson Investment Advisors | 282 | $219.8K | 0.01% | +282 | New |
| Cowa, LLC | 282 | $219.8K | 0.08% | +282 | New |
| Coyle Financial Counsel LLC | 283 | $220.6K | 0.06% | +283 | New |
| Campbell Deegan Wealth Management, LLC | 283 | $220.7K | 0.22% | 00.0% | Unchanged |
| Shikiar Asset Management Inc | 284 | $221.0K | 0.06% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 284 | $221.4K | 0.10% | +205+259.5% | Added |
| Howard Bailey Securities, LLC | 284 | $221.7K | 0.07% | 00.0% | Unchanged |
| Atlas Private Wealth Advisors | 284 | $221.8K | 0.03% | +284 | New |
| Stonekeep Investments, LLC | 285 | $222.2K | 0.15% | −16−5.3% | Reduced |
| Peak Financial Management, Inc. | 286 | $222.9K | 0.06% | −34−10.6% | Reduced |
| Davy Global Fund Management Ltd | 286 | $222.9K | 0.02% | 00.0% | Unchanged |
| New Capital Management LP | 286 | $222.9K | 0.06% | +286 | New |
| First Community Trust NA | 287 | $223.7K | 0.18% | +24+9.1% | Added |
| Perissos Private Wealth Management, LLC | 288 | $224.9K | 0.18% | 00.0% | Unchanged |
| Agp Franklin, LLC | 289 | $225.3K | 0.12% | 00.0% | Unchanged |
| Cove Private Wealth, LLC | 289 | $225.3K | 0.08% | +289 | New |
| Front Row Advisors LLC | 289 | $225.4K | 0.08% | −14−4.6% | Reduced |
| McMahon Financial Advisors, LLC | 291 | $226.8K | 0.05% | −75−20.5% | Reduced |
| Chemung Canal Trust Co | 291 | $226.8K | 0.05% | 00.0% | Unchanged |
| Coordinated Financial Services, Inc. | 291 | $227.1K | 0.16% | +291 | New |
| Lountzis Asset Management, LLC | 292 | $227.6K | 0.08% | 00.0% | Unchanged |
| Riversedge Advisors, LLC | 293 | $228.4K | 0.04% | −82−21.9% | Reduced |
| Sylvest Advisors, LLC | 293 | $228.4K | 0.13% | +293 | New |
| Bernardo Wealth Planning LLC | 293 | $229.0K | 0.05% | +17+6.2% | Added |
| Altus Wealth Group LLC | 294 | $229.2K | 0.10% | −58−16.5% | Reduced |
| Beirne Wealth Consulting Services, LLC | 294 | $229.2K | 0.07% | 00.0% | Unchanged |
| Precedent Wealth Partners, LLC | 294 | $229.2K | 0.06% | +39+15.3% | Added |
| Lafayette Investments, Inc. | 295 | $230.0K | 0.05% | 00.0% | Unchanged |
| Strata Wealth Advisors, LLC | 296 | $230.7K | 0.06% | −115−28.0% | Reduced |
| Intergy Private Wealth, LLC | 296 | $230.7K | 0.08% | −9−3.0% | Reduced |
| HFG Advisors, Inc. | 296 | $230.7K | 0.18% | 00.0% | Unchanged |
| Jacksonville Wealth Management, LLC | 296 | $230.7K | 0.19% | +296 | New |
| Outlook Wealth Advisors, LLC | 296 | $230.8K | 0.06% | −23−7.2% | Reduced |
| Whalen Wealth Management Inc. | 297 | $231.2K | 0.15% | +13+4.6% | Added |
| FSA Wealth Management LLC | 297 | $231.5K | 0.09% | 00.0% | Unchanged |
| First Pacific Financial | 297 | $231.6K | 0.03% | +108+57.1% | Added |
| Adamsbrown Wealth Consultants LLC | 299 | $232.7K | 0.07% | +4+1.4% | Added |
| Granite Group Advisors, LLC | 299 | $233.1K | 0.14% | −90−23.1% | Reduced |
| Noesis Capital Mangement Corp | 300 | $233.9K | 0.04% | −109−26.7% | Reduced |
| Auour Investments LLC | 300 | $233.9K | 0.08% | 00.0% | Unchanged |
| Mawer Investment Management Ltd. | 300 | $233.9K | 0.00% | 00.0% | Unchanged |
| Columbus Macro, LLC | 300 | $233.9K | 0.03% | 00.0% | Unchanged |
| All Terrain Financial Advisors, LLC | 300 | $233.9K | 0.08% | 00.0% | Unchanged |
| Legend Financial Advisors, Inc. | 300 | $233.9K | 0.16% | 00.0% | Unchanged |
| Threadgill Financial, LLC | 300 | $233.9K | 0.13% | 00.0% | Unchanged |
| Knott David M Jr | 300 | $233.9K | 0.11% | 00.0% | Unchanged |
| HRC Wealth Management, LLC | 300 | $233.9K | 0.12% | 00.0% | Unchanged |
| Blue Rock Wealth Management LLC | 300 | $233.9K | 0.16% | 00.0% | Unchanged |
| Crescent Grove Advisors, LLC | 300 | $233.9K | 0.02% | +300 | New |
| Miramar Capital, LLC | 300 | $233.9K | 0.06% | +300 | New |
| Conrad Siegel Investment Advisors, Inc. | 301 | $234.6K | 0.05% | −28−8.5% | Reduced |
| America First Investment Advisors, LLC | 301 | $234.6K | 0.05% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 315 | $234.8K | 0.04% | −8−2.5% | Reduced |
| Single Point Partners, LLC | 302 | $235.0K | 0.05% | 00.0% | Unchanged |
| Warburton Capital Management, LLC | 309 | $235.0K | 0.14% | +65+26.6% | Added |
| Advance Capital Management, Inc. | 302 | $235.5K | 0.01% | −27−8.2% | Reduced |
| Pacifica Partners Inc. | 304 | $235.7K | 0.10% | 00.0% | Unchanged |
| Haven Capital Group, Inc. | 303 | $236.0K | 0.21% | −1−0.3% | Reduced |
| NDVR, Inc. | 303 | $236.2K | 0.22% | −25−7.6% | Reduced |
| Axecap Investments, LLC | 303 | $236.2K | 0.15% | −6−1.9% | Reduced |
| Medallion Wealth Advisors, LLC | 305 | $236.7K | 0.09% | +40+15.1% | Added |
| Sterneck Capital Management, LLC | 304 | $237.0K | 0.12% | 00.0% | Unchanged |
| Templeton & Phillips Capital Management, LLC | 306 | $238.5K | 0.17% | 00.0% | Unchanged |
| MBB Public Markets I LLC | 307 | $239.3K | 0.03% | −69−18.4% | Reduced |
| Wealth Advisors Northwest LLC | 307 | $239.3K | 0.13% | +307 | New |
| Rockbridge Investment Management, LCC | 307 | $239.4K | 0.03% | −20−6.1% | Reduced |
| SwitchPoint Financial Planning, LLC | 307 | $239.6K | 0.20% | +307 | New |
| LifePlan Investment Advisors, Inc. | 307 | $239.6K | 0.12% | −5−1.6% | Reduced |
| SK Wealth Management, LLC | 305 | $240.2K | 0.10% | +6+2.0% | Added |