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 |
|---|---|---|---|---|---|
| Mizuho Securities Co. Ltd. | 460 | $358.6K | 1.29% | +310+206.7% | Added |
| NBW Capital LLC | 464 | $361.8K | 0.08% | −155−25.0% | Reduced |
| Elios Financial Group Inc. | 465 | $362.9K | 0.16% | −33−6.6% | Reduced |
| Cohen Capital Management, Inc. | 466 | $363.3K | 0.06% | 00.0% | Unchanged |
| Norris Perne & French LLP | 466 | $363.5K | 0.03% | 00.0% | Unchanged |
| Cheviot Value Management, LLC | 581 | $363.5K | 0.04% | 00.0% | Unchanged |
| Wall Street Access Asset Management, LLC | 467 | $363.8K | 0.13% | 00.0% | Unchanged |
| G&S Capital LLC | 467 | $364.0K | 0.14% | +6+1.3% | Added |
| Willow Creek Wealth Management Inc. | 467 | $364.0K | 0.03% | +8+1.7% | Added |
| Paul Damon & Associates, Inc. | 467 | $364.0K | 0.19% | +212+83.1% | Added |
| Wick Capital Partners, LLC | 1,784 | $364.3K | 0.09% | +1,247+232.2% | Added |
| Endowment Wealth Management, Inc. | 468 | $364.6K | 0.19% | −16−3.3% | Reduced |
| Hutchinson Capital Management | 468 | $364.8K | 0.07% | 00.0% | Unchanged |
| Dorsey Wright & Associates | 468 | $365.0K | 0.09% | 00.0% | Unchanged |
| Park Capital Management, LLC | 469 | $365.3K | 0.34% | +10+2.2% | Added |
| Centiva Capital, LP | 469 | $365.6K | 0.02% | −1,883−80.1% | Reduced |
| Summit Wealth Partners, LLC | 470 | $366.6K | 0.07% | 00.0% | Unchanged |
| Strive Asset Management, LLC | 471 | $367.2K | 0.22% | −281−37.4% | Reduced |
| Orion Investment Co | 471 | $367.2K | 0.13% | −5−1.1% | Reduced |
| Cascade Investment Group, Inc. | 473 | $368.7K | 0.26% | +7+1.5% | Added |
| NewSquare Capital LLC | 473 | $368.7K | 0.03% | +123+35.1% | Added |
| Cadent Capital Advisors, LLC | 475 | $370.3K | 0.12% | 00.0% | Unchanged |
| Wambolt & Associates, LLC | 478 | $370.9K | 0.12% | +13+2.8% | Added |
| Enclave Advisors LLC | 476 | $371.0K | 0.06% | +51+12.0% | Added |
| Barnes Pettey Financial Advisors, LLC | 476 | $371.1K | 0.25% | −10−2.1% | Reduced |
| Catalyst Private Wealth, LLC | 476 | $371.1K | 0.17% | +35+7.9% | Added |
| Lakeside Advisors, INC. | 477 | $371.8K | 0.24% | 00.0% | Unchanged |
| Houlihan Financial Resource Group, Ltd. | 495 | $372.0K | 0.15% | 00.0% | Unchanged |
| Aspire Capital Advisors LLC | 478 | $372.5K | 0.10% | −156−24.6% | Reduced |
| Joseph P. Lucia & Associates, LLC | 478 | $372.5K | 0.15% | +27+6.0% | Added |
| Balanced Wealth Group LLC | 505 | $373.9K | 0.16% | 00.0% | Unchanged |
| Paradigm Capital Management, LLC | 480 | $374.0K | 0.37% | 00.0% | Unchanged |
| M1 Capital Management LLC | 481 | $374.8K | 0.19% | +100+26.2% | Added |
| Wormser Freres Gestion | 481 | $374.8K | 0.22% | +10+2.1% | Added |
| Bolthouse Investments, LLC | 481 | $375.0K | 0.37% | −219−31.3% | Reduced |
| Keb Asset Management, LLC | 481 | $375.0K | 0.09% | 00.0% | Unchanged |
| OmniStar Financial Group, Inc. | 482 | $376.0K | 0.28% | +482 | New |
| National Wealth Management Group, LLC | 483 | $376.3K | 0.21% | −743−60.6% | Reduced |
| Advanced Asset Management Advisors Inc | 484 | $377.3K | 0.10% | 00.0% | Unchanged |
| Bank of Stockton | 484 | $377.3K | 0.11% | 00.0% | Unchanged |
| Serenus Wealth Advisors, LLC | 484 | $377.3K | 0.06% | −25−4.9% | Reduced |
| Independent Wealth Network Inc. | 485 | $378.1K | 0.14% | −2−0.4% | Reduced |
| George Kaiser Family Foundation | 486 | $378.9K | 0.05% | +177+57.3% | Added |
| Thrive Capital Management, LLC | 486 | $379.1K | 0.12% | +151+45.1% | Added |
| Capula Management Ltd | 487 | $379.6K | 0.00% | −386−44.2% | Reduced |
| Farmers Trust Co | 488 | $380.4K | 0.07% | 00.0% | Unchanged |
| Mill Creek Capital Advisors, LLC | 489 | $381.4K | 0.01% | −124−20.2% | Reduced |
| Vickerman Investment Advisors, Inc. | 490 | $382.0K | 0.08% | −89−15.4% | Reduced |
| ASB Consultores, LLC | 490 | $382.0K | 0.26% | −59−10.7% | Reduced |
| Capstone Wealth Management, LLC | 491 | $382.7K | 0.34% | +170+53.0% | Added |
| Alpha Financial Partners, LLC | 493 | $384.3K | 0.28% | 00.0% | Unchanged |
| Ascent Capital Management, LLC | 493 | $384.6K | 0.34% | −2−0.4% | Reduced |
| First Hawaiian Bank | 494 | $385.1K | 0.05% | 00.0% | Unchanged |
| Beacon Financial Group | 494 | $385.4K | 0.04% | +48+10.8% | Added |
| Nautilus Advisors LLC | 495 | $385.6K | 0.28% | +1+0.2% | Added |
| Delap Wealth Advisory, LLC | 495 | $385.9K | 0.19% | −835−62.8% | Reduced |
| Covenant Partners, LLC | 496 | $386.6K | 0.12% | 00.0% | Unchanged |
| Farringdon Capital, Ltd. | 496 | $386.6K | 0.13% | +496 | New |
| Dash Acquisitions Inc. | 485 | $387.2K | 0.08% | +13+2.8% | Added |
| Weaver Consulting Group | 498 | $388.2K | 0.11% | +3+0.6% | Added |
| Charles Schwab Trust Co | 498 | $388.2K | 0.03% | +45+9.9% | Added |
| Koss-Olinger Consulting, LLC | 498 | $388.4K | 0.03% | +28+6.0% | Added |
| TAGStone Capital, Inc. | 621 | $388.7K | 0.16% | +101+19.4% | Added |
| Moser Wealth Advisors, LLC | 499 | $389.0K | 0.19% | +39+8.5% | Added |
| American Capital Advisory, LLC | 499 | $389.0K | 0.19% | +9+1.8% | Added |
| Cobler Capital Management, LLC | 521 | $389.7K | 0.45% | +521 | New |
| ADAR1 Capital Management, LLC | 500 | $389.8K | 0.06% | −100−16.7% | Reduced |
| Carbahal Olsen Financial Services Group, LLC | 500 | $389.8K | 0.33% | 00.0% | Unchanged |
| Independent Family Office, LLC | 500 | $389.8K | 0.18% | +500 | New |
| BOCHK Asset Management Ltd | 500 | $389.8K | 0.11% | +500 | New |
| Milestone Asset Management, LLC | 500 | $389.8K | 0.08% | −435−46.5% | Reduced |
| Martin Capital Partners, LLC | 500 | $390.0K | 0.15% | 00.0% | Unchanged |
| First Fiduciary Investment Counsel, Inc. | 500 | $390.0K | 0.08% | +500 | New |
| Beaird Harris Wealth Management, LLC | 500 | $390.1K | 0.03% | −2−0.4% | Reduced |
| Woodward Diversified Capital, LLC | 501 | $390.6K | 0.20% | +244+94.9% | Added |
| Landaas & Co | 502 | $391.0K | 0.09% | +125+33.2% | Added |
| Global View Capital Management LLC | 505 | $393.7K | 0.13% | −12−2.3% | Reduced |
| Adalta Capital Management LLC | 505 | $393.7K | 0.20% | −5−1.0% | Reduced |
| Meriwether Wealth & Planning, LLC | 505 | $393.7K | 0.25% | +3+0.6% | Added |
| Monticello Wealth Management, LLC | 506 | $394.2K | 0.03% | −54−9.6% | Reduced |
| Ssi Investment Management LLC | 506 | $394.4K | 0.03% | −230−31.3% | Reduced |
| FSA Advisors, Inc. | 506 | $394.5K | 0.32% | −41−7.5% | Reduced |
| Sutton Place Investors LLC | 507 | $395.2K | 0.24% | −8−1.6% | Reduced |
| Aspetuck Financial Management LLC | 507 | $395.2K | 0.30% | +150+42.0% | Added |
| Triune Financial Partners, LLC | 508 | $395.8K | 0.11% | −160−24.0% | Reduced |
| Arlington Financial Advisors, LLC | 508 | $396.0K | 0.06% | −142−21.8% | Reduced |
| Southland Equity Partners LLC | 509 | $396.5K | 0.09% | −10−1.9% | Reduced |
| Cornerstone Management, Inc. | 509 | $396.8K | 0.07% | +161+46.3% | Added |
| Collaborative Wealth Managment Inc. | 510 | $397.6K | 0.17% | +8+1.6% | Added |
| Retireful, LLC | 510 | $397.6K | 0.27% | +62+13.8% | Added |
| Quaker Wealth Management, LLC | 511 | $398.3K | 0.13% | +511 | New |
| Good Steward Wealth Advisors,LLC | 511 | $398.3K | 0.31% | −69−11.9% | Reduced |
| Alphadyne Asset Management LP | 511 | $398.3K | 1.21% | +511 | New |
| Sierra Ocean, LLC | 511 | $399.0K | 0.29% | +32+6.7% | Added |
| Wilkins Miller Wealth Management, LLC | 512 | $399.1K | 0.27% | 00.0% | Unchanged |
| Capital Advisors Wealth Management, LLC | 512 | $399.3K | 0.06% | +93+22.2% | Added |
| San Luis Wealth Advisors LLC | 513 | $400.0K | 0.09% | −4,306−89.4% | Reduced |
| Holistic Planning, LLC | 514 | $400.5K | 0.11% | +227+79.1% | Added |
| Trust Co of Oklahoma | 514 | $400.7K | 0.13% | −2−0.4% | Reduced |
| Strategic Financial Services, Inc, | 516 | $402.2K | 0.02% | −15−2.8% | Reduced |