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
- 3,914
- +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 | $942.8B |
| 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 |
|---|---|---|---|---|---|
| Power Wealth Management LLC | 597 | $465.4K | 0.18% | +597 | New |
| Crumly & Associates Inc. | 599 | $466.9K | 0.11% | −380−38.8% | Reduced |
| CKW Financial Group | 602 | $467.0K | 0.05% | 00.0% | Unchanged |
| Capital Advantage, Inc. | 600 | $467.6K | 0.07% | +29+5.1% | Added |
| One + One Wealth Management, LLC | 600 | $467.7K | 0.25% | 00.0% | Unchanged |
| MeadowBrook Investment Advisors LLC | 600 | $467.7K | 0.43% | +289+92.9% | Added |
| Birch Hill Investment Advisors LLC | 600 | $467.7K | 0.02% | +341+131.7% | Added |
| Ninety One SA (PTY) Ltd | 600 | $468.4K | 0.08% | −28−4.5% | Reduced |
| Werba Rubin Papier Wealth Management | 603 | $470.1K | 0.09% | +64+11.9% | Added |
| Fortune 45 LLC | 605 | $472.4K | 0.27% | +80+15.2% | Added |
| ISAM Funds (UK) Ltd | 607 | $473.2K | 0.10% | +607 | New |
| High Falls Advisors, Inc | 608 | $473.8K | 0.10% | +21+3.6% | Added |
| Private Management Group Inc | 608 | $474.0K | 0.02% | −41−6.3% | Reduced |
| Winebrenner Capital Management LLC | 609 | $474.7K | 0.38% | +144+31.0% | Added |
| General Partner, Inc. | 610 | $475.5K | 0.28% | 00.0% | Unchanged |
| Dupree Financial Group, LLC | 610 | $475.5K | 0.19% | +29+5.0% | Added |
| Arjuna Capital | 610 | $475.5K | 0.13% | +610 | New |
| Cardinal Strategic Wealth Guidance | 611 | $476.3K | 0.14% | −29−4.5% | Reduced |
| Auxier Asset Management | 614 | $478.6K | 0.07% | −1−0.2% | Reduced |
| Sentinel Pension Advisors Inc | 614 | $478.6K | 0.08% | 00.0% | Unchanged |
| Barnes Dennig Private Wealth Management LLC | 615 | $479.4K | 0.57% | +196+46.8% | Added |
| Oakwell Private Wealth Management, LLC | 616 | $480.3K | 0.11% | −9−1.4% | Reduced |
| TL Private Wealth | 622 | $480.8K | 0.20% | 00.0% | Unchanged |
| Commons Capital, LLC | 618 | $481.6K | 0.37% | +92+17.5% | Added |
| Howard Capital Management Group, LLC | 618 | $481.8K | 0.03% | 00.0% | Unchanged |
| Helium Advisors LLC | 618 | $481.8K | 0.30% | −70−10.2% | Reduced |
| Providence Capital Advisors, LLC | 619 | $482.5K | 0.09% | +117+23.3% | Added |
| Community Bank & Trust, Waco, Texas | 620 | $483.0K | 0.11% | 00.0% | Unchanged |
| Roberts Glore & Co Inc | 621 | $484.1K | 0.14% | 00.0% | Unchanged |
| Lockerman Financial Group, Inc. | 621 | $484.3K | 0.65% | −1−0.2% | Reduced |
| Wood Tarver Financial Group, LLC | 623 | $485.0K | 0.15% | 00.0% | Unchanged |
| KilterHowling LLC | 622 | $485.2K | 0.29% | 00.0% | Unchanged |
| W.H. Cornerstone Investments Inc. | 623 | $485.4K | 0.31% | −99−13.7% | Reduced |
| Runnymede Capital Advisors, Inc. | 623 | $485.6K | 0.45% | −30−4.6% | Reduced |
| Northeast Financial Group, Inc. | 623 | $485.6K | 0.15% | −14−2.2% | Reduced |
| Morey & Quinn Wealth Partners, LLC | 623 | $485.6K | 0.39% | +102+19.6% | Added |
| Fairscale Capital, LLC | 659 | $487.7K | 0.35% | +122+22.7% | Added |
| Ergawealth Advisors, Inc. | 626 | $488.0K | 0.22% | +24+4.0% | Added |
| Laffer Tengler Investments | 627 | $489.1K | 0.09% | +627 | New |
| JFS Wealth Advisors, LLC | 629 | $490.1K | 0.03% | −6−0.9% | Reduced |
| waypoint wealth counsel | 629 | $490.4K | 0.24% | −163−20.6% | Reduced |
| Charter Capital Management, LLC | 629 | $490.5K | 0.29% | +629 | New |
| Aspiriant, LLC | 631 | $491.9K | 0.02% | −25−3.8% | Reduced |
| Berbice Capital Management LLC | 632 | $492.7K | 0.35% | −260−29.1% | Reduced |
| TigerOak Management, L.L.C. | 636 | $495.8K | 0.17% | −40−5.9% | Reduced |
| Goldstein Advisors, LLC | 636 | $495.8K | 0.07% | −29−4.4% | Reduced |
| Octavia Wealth Advisors, LLC | 636 | $496.1K | 0.06% | −58−8.4% | Reduced |
| M3 Advisory Group, LLC | 636 | $496.1K | 0.34% | +30+5.0% | Added |
| Somerset Trust Co | 639 | $498.1K | 0.16% | −25−3.8% | Reduced |
| Elmwood Wealth Management, Inc. | 639 | $498.1K | 0.20% | +1+0.2% | Added |
| Blue Barn Wealth, LLC | 641 | $499.7K | 0.24% | +50+8.5% | Added |
| J Hagan Capital, Inc. | 656 | $500.0K | 0.34% | −49−7.0% | Reduced |
| Baron Wealth Management LLC | 642 | $500.6K | 0.18% | +15+2.4% | Added |
| Jackson Thornton Asset Management, LLC | 644 | $500.8K | 0.06% | −86−11.8% | Reduced |
| Davidson Trust Co | 644 | $502.0K | 0.23% | −211−24.7% | Reduced |
| Pekin Hardy Strauss, Inc. | 644 | $502.0K | 0.06% | +15+2.4% | Added |
| Chemistry Wealth Management LLC | 644 | $502.0K | 0.11% | +18+2.9% | Added |
| Delta Asset Management LLC | 644 | $502.1K | 0.04% | −10−1.5% | Reduced |
| Center For Asset Management LLC | 649 | $502.1K | 0.31% | −1−0.2% | Reduced |
| Arvest Bank Trust Division | 645 | $502.8K | 0.03% | −15−2.3% | Reduced |
| Carmel Capital Partners, LLC | 646 | $503.8K | 0.18% | −3−0.5% | Reduced |
| IMZ Advisory Inc | 653 | $503.8K | 0.20% | +1+0.2% | Added |
| Carson Advisory Inc. | 647 | $504.4K | 0.32% | +25+4.0% | Added |
| Southeast Asset Advisors Inc. | 647 | $504.4K | 0.06% | +114+21.4% | Added |
| R Squared Ltd | 648 | $505.1K | 0.28% | +648 | New |
| Tripletail Wealth Management, LLC | 786 | $505.4K | 0.72% | +786 | New |
| McIlrath & Eck, LLC | 649 | $505.7K | 0.06% | −73−10.1% | Reduced |
| North Forty Two & Co. | 649 | $505.9K | 0.54% | −10−1.5% | Reduced |
| Montgomery Investment Management Inc | 650 | $506.7K | 0.20% | 00.0% | Unchanged |
| Wedge Capital Management L L P | 651 | $507.5K | 0.01% | −87−11.8% | Reduced |
| Knuff & Co LLC | 652 | $508.3K | 0.16% | −443−40.5% | Reduced |
| 4WEALTH Advisors, Inc. | 654 | $510.1K | 0.53% | +5+0.8% | Added |
| Howard Wealth Management, LLC | 656 | $511.1K | 0.26% | −9−1.4% | Reduced |
| Vertex Planning Partners, LLC | 657 | $512.2K | 0.11% | +25+4.0% | Added |
| Financial Freedom, LLC | 661 | $515.2K | 0.28% | +59+9.8% | Added |
| N.E.W. Advisory Services LLC | 662 | $515.7K | 0.05% | −398−37.5% | Reduced |
| Clark Asset Management, LLC | 662 | $516.0K | 0.07% | +46+7.5% | Added |
| Strategic Wealth Designers | 663 | $516.8K | 0.75% | +51+8.3% | Added |
| Keener Financial Planning LLC | 664 | $517.0K | 0.26% | 00.0% | Unchanged |
| Wharton Business Group, LLC | 665 | $518.0K | 0.02% | 00.0% | Unchanged |
| Walker Asset Management, LLC | 665 | $518.5K | 0.30% | +1+0.2% | Added |
| Rosenberg Matthew Hamilton | 666 | $519.2K | 0.12% | +24+3.7% | Added |
| Shoker Investment Counsel, Inc. | 666 | $519.8K | 0.16% | 00.0% | Unchanged |
| Meridian Wealth Partners, LLC | 668 | $520.5K | 0.08% | +43+6.9% | Added |
| Fearless Solutions, LLC dba Best Invest | 668 | $520.7K | 0.36% | −14−2.1% | Reduced |
| Gradient Investments LLC | 669 | $521.5K | 0.01% | −1−0.1% | Reduced |
| Wallace Capital Management Inc. | 670 | $522.3K | 0.07% | 00.0% | Unchanged |
| Foster Victor Wealth Advisors, LLC | 665 | $523.0K | 0.04% | +14+2.2% | Added |
| LeClair Wealth Partners LLC | 674 | $525.4K | 0.36% | +7+1.0% | Added |
| Middleton & Co Inc | 675 | $526.2K | 0.06% | 00.0% | Unchanged |
| Carrera Capital Advisors | 676 | $526.8K | 0.11% | +43+6.8% | Added |
| Cypress Capital, LLC | 678 | $528.5K | 0.15% | +169+33.2% | Added |
| Verity Asset Management, Inc. | 678 | $529.3K | 0.25% | −644−48.7% | Reduced |
| Karpus Management, Inc. | 680 | $530.1K | 0.02% | 00.0% | Unchanged |
| MEMBERS Trust Co | 682 | $531.6K | 0.02% | +72+11.8% | Added |
| Lazari Capital Management, Inc. | 682 | $531.8K | 0.20% | −4−0.6% | Reduced |
| Inspirion Wealth Advisors, LLC | 682 | $531.8K | 0.07% | +6+0.9% | Added |
| Powell Investment Advisors, LLC | 683 | $532.4K | 0.20% | 00.0% | Unchanged |
| Vanguard Capital Wealth Advisors | 683 | $532.4K | 0.53% | +128+23.1% | Added |
| Alliance Wealth Advisors, LLC | 684 | $533.2K | 0.29% | 00.0% | Unchanged |