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 |
|---|---|---|---|---|---|
| Clarity Wealth Advisors, LLC | 308 | $240.3K | 0.06% | +31+11.2% | Added |
| Capstone Capital Wealth Advisors | 309 | $240.9K | 0.17% | −3−1.0% | Reduced |
| ShankerValleau Wealth Advisors, Inc. | 309 | $240.9K | 0.07% | 00.0% | Unchanged |
| Evolution Wealth Advisors, LLC | 309 | $241.0K | 0.04% | +10+3.3% | Added |
| Ellenbecker Investment Group | 309 | $241.6K | 0.04% | +29+10.4% | Added |
| Avenue 1 Advisors, LLC | 310 | $241.7K | 0.08% | −8−2.5% | Reduced |
| Websterrogers Financial Advisors, LLC | 310 | $241.7K | 0.08% | 00.0% | Unchanged |
| Sonata Capital Group Inc | 310 | $242.0K | 0.10% | +310 | New |
| Western Financial Corp | 311 | $242.1K | 0.13% | −1,072−77.5% | Reduced |
| Kera Capital Partners, Inc. | 311 | $242.4K | 0.05% | +11+3.7% | Added |
| Wiser Wealth Management, Inc | 312 | $243.2K | 0.06% | −4−1.3% | Reduced |
| Joule Financial, LLC | 312 | $243.2K | 0.08% | 00.0% | Unchanged |
| Mraz, Amerine & Associates, Inc. | 312 | $243.2K | 0.04% | +50+19.1% | Added |
| Berkshire Money Management, Inc. | 312 | $243.4K | 0.03% | +2+0.6% | Added |
| Biltmore Wealth Management, LLC | 313 | $243.7K | 0.10% | +1+0.3% | Added |
| Brighton Securities Corp. | 313 | $244.0K | 0.13% | −128−29.0% | Reduced |
| X-Square Capital, LLC | 313 | $244.0K | 0.09% | +2+0.6% | Added |
| AJ Advisors, LLC | 314 | $244.7K | 0.11% | −2−0.6% | Reduced |
| Helen Stephens Group, LLC | 314 | $244.8K | 0.06% | 00.0% | Unchanged |
| AMJ Financial Wealth Management | 314 | $245.0K | 0.06% | 00.0% | Unchanged |
| Lodestone Wealth Management LLC | 315 | $245.3K | 0.12% | −54−14.6% | Reduced |
| Lorne Steinberg Wealth Management Inc. | 315 | $245.6K | 0.06% | 00.0% | Unchanged |
| Paladin Advisory Group, LLC | 317 | $247.1K | 0.19% | −126−28.4% | Reduced |
| Goldstone Financial Group, LLC | 317 | $247.8K | 0.03% | −80−20.2% | Reduced |
| ERTS Wealth Advisors, LLC | 318 | $247.9K | 0.09% | 00.0% | Unchanged |
| Cornerstone Wealth Advisors, Inc. | 318 | $247.9K | 0.06% | 00.0% | Unchanged |
| Aspen Capital Management, LLC | 320 | $249.4K | 0.07% | 00.0% | Unchanged |
| Fidelity D & D Bancorp Inc | 321 | $250.2K | 0.15% | 00.0% | Unchanged |
| 25 LLC | 322 | $251.0K | 0.09% | −4−1.2% | Reduced |
| Lutz Financial Services LLC | 322 | $251.0K | 0.02% | +14+4.5% | Added |
| Bell Investment Advisors, Inc | 323 | $251.8K | 0.04% | −5−1.5% | Reduced |
| Atom Investors LP | 324 | $252.6K | 0.02% | +19+6.2% | Added |
| ACT Advisors, LLC. | 324 | $252.8K | 0.12% | +14+4.5% | Added |
| Courage Miller Partners, LLC | 325 | $253.3K | 0.08% | 00.0% | Unchanged |
| Twin Lakes Capital Management, LLC | 325 | $253.3K | 0.15% | 00.0% | Unchanged |
| Quest Partners LLC | 325 | $253.3K | 0.02% | +50+18.2% | Added |
| Whipplewood Advisors, LLC | 325 | $253.3K | 0.14% | −18−5.2% | Reduced |
| Matrix Asset Advisors Inc | 325 | $253.6K | 0.03% | −15−4.4% | Reduced |
| Fairview Capital Investment Management, LLC | 326 | $254.1K | 0.01% | −80−19.7% | Reduced |
| Kirtland Hills Capital Management, LLC | 327 | $254.6K | 0.12% | 00.0% | Unchanged |
| BancFirst Trust & Investment Management | 329 | $255.1K | 0.12% | −73−18.2% | Reduced |
| Ring Mountain Capital, LLC | 331 | $255.4K | 0.16% | −342−50.8% | Reduced |
| James Hambro & Partners | 328 | $255.5K | 0.01% | −12−3.5% | Reduced |
| Wealthcare Capital Partners, LLC | 328 | $255.7K | 0.13% | +328 | New |
| Duncan Williams Asset Management, LLC | 328 | $255.7K | 0.08% | +75+29.6% | Added |
| OneAscent Investment Solutions LLC | 329 | $256.0K | 0.27% | +83+33.7% | Added |
| White Pine Capital LLC | 330 | $257.2K | 0.08% | 00.0% | Unchanged |
| Cooper/Haims Advisors, LLC | 330 | $257.2K | 0.13% | +330 | New |
| Mason Investment Advisory Services, Inc. | 331 | $257.8K | 0.01% | +1+0.3% | Added |
| Prostatis Group LLC | 331 | $258.0K | 0.07% | −12−3.5% | Reduced |
| Saudi Central Bank | 331 | $258.0K | 0.01% | +13+4.1% | Added |
| Investment Advisory Services Inc | 332 | $258.7K | 0.09% | +10+3.1% | Added |
| TruNorth Capital Management, LLC | 332 | $258.8K | 0.06% | −3−0.9% | Reduced |
| PFS Partners, LLC | 332 | $259.1K | 0.13% | +7+2.2% | Added |
| A&I Financial Services, LLC | 333 | $259.6K | 0.15% | −1−0.3% | Reduced |
| Summit Wealth Group, LLC | 333 | $260.0K | 0.07% | −17−4.9% | Reduced |
| Hidden Cove Wealth Management, LLC | 334 | $260.4K | 0.19% | −11−3.2% | Reduced |
| Brown Miller Wealth Management, LLC | 334 | $260.5K | 0.08% | −14−4.0% | Reduced |
| Disciplined Investments, LLC | 334 | $260.5K | 0.11% | −1−0.3% | Reduced |
| Gitterman Wealth Management, LLC | 335 | $260.9K | 0.06% | −358−51.7% | Reduced |
| Adams Wealth Management | 335 | $261.5K | 0.05% | 00.0% | Unchanged |
| CacheTech Inc. | 335 | $261.5K | 0.05% | 00.0% | Unchanged |
| Ashford Capital Management Inc | 336 | $261.9K | 0.03% | −17−4.8% | Reduced |
| Measured Wealth Private Client Group, LLC | 337 | $262.7K | 0.08% | 00.0% | Unchanged |
| Global Strategic Investment Solutions, LLC | 337 | $262.8K | 0.03% | 00.0% | Unchanged |
| Northstar Financial Companies, Inc. | 338 | $263.5K | 0.27% | −778−69.7% | Reduced |
| Emerald Mutual Fund Advisers Trust | 338 | $263.5K | 0.02% | −86−20.3% | Reduced |
| Horizons Wealth Management | 338 | $263.5K | 0.19% | 00.0% | Unchanged |
| Disciplined Investors, L.L.C. | 339 | $264.2K | 0.21% | +46+15.7% | Added |
| Asset Allocation & Management Company, LLC | 340 | $265.0K | 0.12% | 00.0% | Unchanged |
| TCP Asset Management, LLC | 341 | $265.8K | 0.05% | +5+1.5% | Added |
| Omnitrust Wealth Management, Inc | 222 | $266.3K | 0.32% | +222 | New |
| Instrumental Wealth, LLC | 346 | $267.2K | 0.21% | +25+7.8% | Added |
| Fieldview Capital Management, LLC | 343 | $267.4K | 0.04% | +343 | New |
| Elevatus Welath Management | 343 | $267.6K | 0.09% | +83+31.9% | Added |
| Hamilton Wealth, LLC | 344 | $268.2K | 0.06% | −5,310−93.9% | Reduced |
| Emprise Bank | 344 | $268.2K | 0.13% | −204−37.2% | Reduced |
| Aspect Partners, LLC | 345 | $268.9K | 0.13% | +250+263.2% | Added |
| Kraft, Davis & Associates, LLC | 334 | $269.6K | 0.07% | +41+14.0% | Added |
| Spreng Capital Management, Inc. | 347 | $270.5K | 0.11% | 00.0% | Unchanged |
| Aspiring Ventures, LLC | 347 | $270.5K | 0.12% | −7−2.0% | Reduced |
| Watershed Private Wealth LLC | 348 | $271.3K | 0.10% | −28−7.4% | Reduced |
| Cannon Financial Strategists, Inc. | 348 | $271.5K | 0.04% | 00.0% | Unchanged |
| Colton Groome Financial Advisors, LLC | 350 | $272.8K | 0.09% | −50−12.5% | Reduced |
| Shay Capital LLC | 350 | $272.8K | 0.06% | +15+4.5% | Added |
| Seamount Financial Group Inc | 350 | $272.8K | 0.14% | +350 | New |
| Teamwork Financial Advisors, LLC | 351 | $273.6K | 0.03% | +17+5.1% | Added |
| Centennial Wealth Advisory LLC | 349 | $273.6K | 0.09% | +31+9.7% | Added |
| Greykasell Wealth Strategies, Inc. | 351 | $273.7K | 0.13% | −47−11.8% | Reduced |
| Leonard Rickey Investment Advisors P.L.L.C. | 352 | $274.3K | 0.05% | −6−1.7% | Reduced |
| Two Sigma Securities, LLC | 352 | $274.4K | 0.03% | −648−64.8% | Reduced |
| AllSquare Wealth Management LLC | 352 | $274.4K | 0.15% | 00.0% | Unchanged |
| Verus Wealth Management, LLC | 352 | $274.4K | 0.28% | +5+1.4% | Added |
| Twin Focus Capital Partners, LLC | 353 | $275.2K | 0.04% | 00.0% | Unchanged |
| KC Investment Advisors, LLC | 354 | $276.0K | 0.10% | +354 | New |
| Lakeshore Financial Planning, Inc. | 355 | $276.7K | 0.11% | +95+36.5% | Added |
| GDS Wealth Management | 356 | $277.6K | 0.02% | +13+3.8% | Added |
| Coppell Advisory Solutions LLC | 358 | $277.6K | 0.03% | +358 | New |
| Glass Jacobson Investment Advisors llc | 356 | $277.7K | 0.11% | +1+0.3% | Added |
| Burkett Financial Services, LLC | 356 | $277.9K | 0.10% | −2−0.6% | Reduced |