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 |
|---|---|---|---|---|---|
| Voisard Asset Management Group, Inc. | 517 | $402.8K | 0.10% | +33+6.8% | Added |
| Compton Financial Group, LLC | 517 | $403.0K | 0.10% | 00.0% | Unchanged |
| Blue Bell Private Wealth Management, LLC | 517 | $403.1K | 0.07% | −2−0.4% | Reduced |
| Horst & Graben Wealth Management LLC | 518 | $404.0K | 0.07% | +48+10.2% | Added |
| Osprey Private Wealth LLC | 519 | $405.2K | 0.22% | +59+12.8% | Added |
| Garner Asset Management Corp | 520 | $405.4K | 0.19% | −12−2.3% | Reduced |
| MBA Advisors LLC | 520 | $405.4K | 0.19% | −4−0.8% | Reduced |
| Family Management Corp | 520 | $405.4K | 0.06% | +17+3.4% | Added |
| McClarren Financial Advisors, Inc. | 520 | $405.4K | 0.26% | +520 | New |
| Keystone Wealth Services, LLC | 521 | $406.2K | 0.10% | −22−4.1% | Reduced |
| Mine & Arao Wealth Creation & Management, LLC. | 522 | $406.9K | 0.18% | −200−27.7% | Reduced |
| STAR Financial Bank | 522 | $406.9K | 0.26% | +18+3.6% | Added |
| J. L. Bainbridge & Co., Inc. | 524 | $408.3K | 0.04% | +1+0.2% | Added |
| PTM Wealth Management, LLC | 524 | $409.1K | 0.27% | +50+10.5% | Added |
| CBIZ Investment Advisory Services, LLC | 526 | $410.2K | 0.02% | −22−4.0% | Reduced |
| Braun-Bostich & Associates Inc. | 527 | $410.8K | 0.28% | +13+2.5% | Added |
| Coston, McIsaac & Partners | 528 | $412.0K | 0.11% | +12+2.3% | Added |
| Mountain Capital Investment Advisors, Inc | 531 | $412.2K | 0.08% | +87+19.6% | Added |
| Clear Street Markets LLC | 529 | $412.4K | 0.15% | +529 | New |
| Griffin Asset Management, Inc. | 530 | $413.2K | 0.05% | −148−21.8% | Reduced |
| Royal Harbor Partners, LLC | 531 | $413.9K | 0.15% | 00.0% | Unchanged |
| Lion Street Advisors, LLC | 531 | $414.3K | 0.13% | +21+4.1% | Added |
| Lord & Richards Wealth Management, LLC | 533 | $415.5K | 0.43% | +533 | New |
| Operose Advisors LLC | 534 | $416.3K | 0.12% | 00.0% | Unchanged |
| OneAscent Family Office, LLC | 535 | $417.0K | 0.39% | −381−41.6% | Reduced |
| Cresta Advisors, Ltd. | 535 | $417.0K | 0.20% | 00.0% | Unchanged |
| jvl associates llc | 535 | $417.1K | 0.15% | +26+5.1% | Added |
| Keyvantage Wealth, LLC | 537 | $418.4K | 0.19% | −82−13.2% | Reduced |
| First Bank & Trust | 537 | $418.6K | 0.07% | −1−0.2% | Reduced |
| Prospect Financial Group LLC | 537 | $418.6K | 0.44% | +61+12.8% | Added |
| Cottage Street Advisors LLC | 539 | $420.4K | 0.22% | +6+1.1% | Added |
| Private Wealth Advisors | 539 | $420.5K | 0.17% | +1+0.2% | Added |
| Curated Wealth Partners LLC | 540 | $420.9K | 0.05% | +79+17.1% | Added |
| Cohen & Steers, Inc. | 540 | $421.0K | 0.00% | 00.0% | Unchanged |
| Ullmann Financial Group, Inc. | 541 | $421.7K | 0.05% | −53−8.9% | Reduced |
| Pittenger & Anderson Inc | 541 | $421.7K | 0.02% | −1−0.2% | Reduced |
| RWC Asset Management LLP | 542 | $422.5K | 0.02% | +49+9.9% | Added |
| Forefront Wealth Partners, LLC | 548 | $423.1K | 0.29% | −105−16.1% | Reduced |
| W Advisors, LLC | 543 | $423.3K | 0.24% | +3+0.6% | Added |
| Foguth Wealth Management, LLC. | 543 | $423.5K | 0.09% | +26+5.0% | Added |
| Atwood & Palmer Inc | 544 | $424.1K | 0.03% | −76−12.3% | Reduced |
| CCG Wealth Management, LLC | 545 | $424.8K | 0.22% | −9−1.6% | Reduced |
| Penserra Capital Management LLC | 546 | $425.0K | 0.01% | −267−32.8% | Reduced |
| Peak Retirement Planning, Inc. | 548 | $427.1K | 0.17% | +143+35.3% | Added |
| R. W. Roge & Company, Inc. | 550 | $428.0K | 0.24% | 00.0% | Unchanged |
| Intelligence Driven Advisers, LLC | 550 | $428.7K | 0.06% | −552−50.1% | Reduced |
| Illumine Investment Management, LLC | 550 | $428.7K | 0.34% | 00.0% | Unchanged |
| Wingate Wealth Advisors, Inc. | 550 | $428.7K | 0.38% | +243+79.2% | Added |
| Hengehold Capital Management LLC | 551 | $429.8K | 0.04% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 552 | $430.3K | 0.13% | +135+32.4% | Added |
| Crescent Sterling, Ltd. | 553 | $431.1K | 0.48% | 00.0% | Unchanged |
| Phoenix Wealth Advisors | 554 | $431.9K | 0.18% | 00.0% | Unchanged |
| Panoramic Capital Partners, LLC | 555 | $433.3K | 0.30% | −54−8.9% | Reduced |
| Saxon Interests, Inc. | 525 | $433.6K | 0.20% | 00.0% | Unchanged |
| BHK Investment Advisors, LLC | 557 | $434.2K | 0.17% | +10+1.8% | Added |
| Bigelow Investment Advisors, LLC | 557 | $434.2K | 0.19% | +43+8.4% | Added |
| Garrison Point Advisors, LLC | 560 | $436.5K | 0.20% | 00.0% | Unchanged |
| Planning Center, Inc. | 560 | $436.5K | 0.05% | 00.0% | Unchanged |
| TPG Advisors LLC | 560 | $436.5K | 0.32% | 00.0% | Unchanged |
| Viawealth, LLC | 560 | $436.6K | 0.26% | −10−1.8% | Reduced |
| Swan Global Investments, LLC | 562 | $438.1K | 0.02% | +117+26.3% | Added |
| Echo45 Advisors LLC | 562 | $438.1K | 0.28% | +1+0.2% | Added |
| ZRC Wealth Management, LLC | 562 | $438.1K | 0.17% | −77−12.1% | Reduced |
| GR Financial Group, LLC | 565 | $440.1K | 0.11% | −4−0.7% | Reduced |
| Evergreen Wealth Solutions, LLC | 567 | $442.0K | 0.27% | −3−0.5% | Reduced |
| Lionshead Wealth Management, LLC | 568 | $442.8K | 0.41% | +25+4.6% | Added |
| First PREMIER Bank | 567 | $443.0K | 0.11% | +34+6.4% | Added |
| Jackson Creek Investment Advisors LLC | 569 | $444.0K | 0.12% | −7−1.2% | Reduced |
| Luken Investment Analytics, LLC | 570 | $444.3K | 0.19% | −14−2.4% | Reduced |
| Severin Investments, LLC | 571 | $445.3K | 0.42% | −306−34.9% | Reduced |
| Bellevue Asset Management, LLC | 572 | $445.9K | 0.22% | +5+0.9% | Added |
| LeConte Wealth Management, LLC | 573 | $446.7K | 0.30% | +143+33.3% | Added |
| Arkfeld Wealth Strategies, L.L.C. | 579 | $447.2K | 0.18% | +1+0.2% | Added |
| Tobias Financial Advisors, Inc. | 574 | $447.7K | 0.08% | −3−0.5% | Reduced |
| Silver Oak Advisory Group, Inc. | 577 | $449.0K | 0.22% | +2+0.3% | Added |
| WESPAC Advisors, LLC | 576 | $449.0K | 0.31% | 00.0% | Unchanged |
| Yarger Wealth Strategies, LLC | 577 | $449.9K | 0.24% | +112+24.1% | Added |
| BetterWealth, LLC | 578 | $450.4K | 0.12% | 00.0% | Unchanged |
| Rooted Wealth Advisors, Inc. | 568 | $450.5K | 0.16% | +36+6.8% | Added |
| Financial Insights, Inc. | 578 | $450.6K | 0.16% | −25−4.1% | Reduced |
| Chelsea Counsel Co | 580 | $452.1K | 0.22% | −25−4.1% | Reduced |
| Pacific Capital Wealth Advisors, Inc | 587 | $453.7K | 0.08% | 00.0% | Unchanged |
| Burk Holdings LLC | 582 | $453.7K | 0.28% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 582 | $453.9K | 0.13% | +8+1.4% | Added |
| Symphony Financial Services, Inc. | 583 | $454.8K | 0.27% | −45−7.2% | Reduced |
| Fiduciary Planning LLC | 584 | $455.1K | 0.15% | +65+12.5% | Added |
| AIMZ Investment Advisors, LLC | 584 | $455.5K | 0.15% | 00.0% | Unchanged |
| Aquire Wealth Advisors, LLC | 585 | $456.0K | 0.12% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 585 | $456.0K | 0.08% | +123+26.6% | Added |
| Wellspring Financial Advisors, LLC | 586 | $456.7K | 0.05% | +40+7.3% | Added |
| SPC Financial, Inc. | 588 | $458.4K | 0.04% | −6−1.0% | Reduced |
| Harrell Investment Partners, LLC | 589 | $458.8K | 0.12% | −129−18.0% | Reduced |
| Rebalance, LLC | 590 | $459.9K | 0.03% | −5−0.8% | Reduced |
| TB Alternative Assets Ltd. | 590 | $459.9K | 0.09% | 00.0% | Unchanged |
| Howard Financial Services, Ltd. | 592 | $461.5K | 0.06% | −109−15.5% | Reduced |
| Red Wave Investments LLC | 592 | $461.5K | 0.15% | −5−0.8% | Reduced |
| Wilson & Boucher Capital Management, LLC | 592 | $461.7K | 0.32% | −7−1.2% | Reduced |
| Daner Wealth Management, LLC | 724 | $462.6K | 0.32% | +724 | New |
| Franklin, Parlapiano, Turner & Welch, LLC | 594 | $463.0K | 0.12% | 00.0% | Unchanged |
| Lee Danner & Bass Inc | 595 | $463.8K | 0.04% | +10+1.7% | Added |