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 |
|---|---|---|---|---|---|
| ROI Financial Advisors, LLC | 11,301 | $8.81M | 5.60% | −382−3.3% | Reduced |
| Daymark Wealth Partners, LLC | 11,264 | $8.78M | 0.33% | +473+4.4% | Added |
| Hilton Capital Management, LLC | 11,166 | $8.70M | 0.69% | −4,069−26.7% | Reduced |
| Pioneer Trust Bank N A | 11,134 | $8.68M | 2.22% | +565+5.3% | Added |
| Argyle Capital Management Inc. | 11,127 | $8.67M | 3.14% | −390−3.4% | Reduced |
| Fiduciary Trust Co | 11,122 | $8.67M | 0.11% | +1,273+12.9% | Added |
| River Wealth Advisors LLC | 11,103 | $8.66M | 1.08% | +1,148+11.5% | Added |
| Blue Fin Capital, Inc. | 11,047 | $8.61M | 1.47% | +33+0.3% | Added |
| Bridges Investment Management Inc | 11,047 | $8.61M | 0.12% | +123+1.1% | Added |
| Carderock Capital Management Inc | 11,041 | $8.61M | 2.20% | +1,581+16.7% | Added |
| StoneX Group Inc. | 11,028 | $8.60M | 0.42% | +2,814+34.3% | Added |
| Sivik Global Healthcare LLC | 11,000 | $8.57M | 3.84% | +2,000+22.2% | Added |
| Essential Planning, LLC. | 10,997 | $8.57M | 3.19% | −22−0.2% | Reduced |
| Private Wealth Asset Management, LLC | 10,981 | $8.56M | 1.14% | −46−0.4% | Reduced |
| BTC Capital Management, Inc. | 10,998 | $8.56M | 0.70% | +496+4.7% | Added |
| Morse Asset Management, Inc | 10,951 | $8.54M | 1.87% | −68−0.6% | Reduced |
| Nordwand Advisors, LLC | 10,948 | $8.53M | 1.35% | +10,948 | New |
| Waters Parkerson & Co., LLC | 10,897 | $8.49M | 0.42% | −91−0.8% | Reduced |
| New Age Alpha Advisors, LLC | 10,892 | $8.49M | 0.37% | −13−0.1% | Reduced |
| Brighton Jones LLC | 10,888 | $8.49M | 0.23% | +467+4.5% | Added |
| Pine Valley Investments Ltd Liability Co | 10,870 | $8.47M | 0.50% | −320−2.9% | Reduced |
| Cohen Investment Advisors LLC | 10,866 | $8.47M | 4.42% | +156+1.5% | Added |
| Hodges Capital Management Inc. | 10,835 | $8.45M | 0.81% | +664+6.5% | Added |
| Moody National Bank Trust Division | 10,832 | $8.44M | 0.77% | −917−7.8% | Reduced |
| Cherokee Insurance Co | 10,800 | $8.42M | 3.67% | 00.0% | Unchanged |
| JLB & Associates Inc | 10,796 | $8.42M | 1.17% | −624−5.5% | Reduced |
| Park National Corp | 10,793 | $8.41M | 0.28% | −52−0.5% | Reduced |
| Vivaldi Capital Management, LLC | 10,787 | $8.41M | 1.26% | +287+2.7% | Added |
| Harvey Investment Co LLC | 10,775 | $8.40M | 0.92% | −348−3.1% | Reduced |
| Legacy Private Trust Co. | 10,769 | $8.39M | 0.54% | +512+5.0% | Added |
| Brass Tax Wealth Management, Inc | 10,769 | $8.39M | 1.62% | +2,439+29.3% | Added |
| Cubist Systematic Strategies, LLC | 10,761 | $8.39M | 0.09% | +10,761 | New |
| Transcend Wealth Collective, LLC | 10,759 | $8.39M | 0.65% | −7,279−40.4% | Reduced |
| AMG National Trust Bank | 10,734 | $8.37M | 0.22% | −28−0.3% | Reduced |
| Boyd Watterson Asset Management LLC | 10,723 | $8.36M | 2.63% | −7−0.1% | Reduced |
| Turtle Creek Wealth Advisors, LLC | 10,715 | $8.35M | 0.99% | −1,281−10.7% | Reduced |
| Naviter Wealth, LLC | 10,702 | $8.34M | 1.03% | −99−0.9% | Reduced |
| Northeast Financial Consultants Inc | 10,689 | $8.33M | 0.34% | +132+1.3% | Added |
| Checchi Capital Advisers, LLC | 10,656 | $8.31M | 0.58% | −403−3.6% | Reduced |
| NBT Bank N A | 10,648 | $8.30M | 0.57% | +229+2.2% | Added |
| Signet Financial Management, LLC | 10,629 | $8.29M | 1.04% | −73−0.7% | Reduced |
| Strong Tower Advisory Services | 10,621 | $8.28M | 1.63% | +397+3.9% | Added |
| Rothschild Investment LLC | 10,607 | $8.27M | 0.52% | +215+2.1% | Added |
| Capital & Planning, LLC | 10,528 | $8.21M | 5.57% | +91+0.9% | Added |
| Greenwood Capital Associates LLC | 10,496 | $8.18M | 1.02% | −153−1.4% | Reduced |
| Wesleyan Assurance Society | 10,500 | $8.18M | 0.53% | +8,000+320.0% | Added |
| Altfest L J & Co Inc | 10,481 | $8.17M | 0.96% | +913+9.5% | Added |
| MinichMacGregor Wealth Management, LLC | 10,464 | $8.16M | 1.74% | −1,110−9.6% | Reduced |
| Alps Advisors Inc | 10,459 | $8.15M | 0.05% | −46−0.4% | Reduced |
| Fisher Funds Management LTD | 10,451 | $8.15M | 0.19% | −1,161−10.0% | Reduced |
| Generali Investments CEE, investicni spolecnost, a.s. | 10,448 | $8.14M | 0.67% | 00.0% | Unchanged |
| AlphaStar Capital Management, LLC | 10,438 | $8.14M | 0.57% | +10,438 | New |
| Penobscot Investment Management Company, Inc. | 10,436 | $8.14M | 0.70% | +869+9.1% | Added |
| Conning Inc. | 10,429 | $8.13M | 0.28% | +1,033+11.0% | Added |
| First National Bank of Omaha | 10,419 | $8.12M | 0.52% | −187−1.8% | Reduced |
| Burling Wealth Partners, LLC | 10,403 | $8.11M | 1.50% | +1,415+15.7% | Added |
| Wealthcare Advisory Partners LLC | 10,390 | $8.10M | 0.18% | −183−1.7% | Reduced |
| Providence Wealth Advisors, LLC | 12,661 | $8.09M | 5.55% | −98−0.8% | Reduced |
| Red Cedar Investment Management, LLC | 10,334 | $8.06M | 1.02% | 00.0% | Unchanged |
| Birmingham Capital Management Co Inc | 10,330 | $8.05M | 3.56% | −795−7.1% | Reduced |
| Independence Bank of Kentucky | 10,328 | $8.05M | 1.14% | +2,011+24.2% | Added |
| Confluence Wealth Services, Inc. | 10,318 | $8.04M | 0.44% | +30.0% | Added |
| Fullerton Fund Management Co Ltd. | 10,269 | $8.00M | 0.32% | +430+4.4% | Added |
| Fiduciary Alliance LLC | 10,253 | $7.99M | 0.60% | +2,954+40.5% | Added |
| Channel Wealth LLC | 10,217 | $7.96M | 2.25% | +270+2.7% | Added |
| Nicholas Hoffman & Company, LLC. | 10,209 | $7.96M | 0.21% | +503+5.2% | Added |
| Stelac Advisory Services LLC | 10,202 | $7.95M | 3.02% | +18+0.2% | Added |
| Radnor Capital Management, LLC | 10,157 | $7.92M | 1.26% | 00.0% | Unchanged |
| Woodstock Corp | 10,147 | $7.91M | 0.73% | +1,351+15.4% | Added |
| First National Advisers, LLC | 10,129 | $7.90M | 1.16% | +158+1.6% | Added |
| SeaTown Holdings Pte. Ltd. | 10,125 | $7.89M | 4.65% | −1,000−9.0% | Reduced |
| Harbor Investment Advisory, LLC | 10,113 | $7.88M | 0.70% | −9−0.1% | Reduced |
| Tower View Investment Management & Research LLC | 10,098 | $7.87M | 4.08% | +42+0.4% | Added |
| Meridian Wealth Management, LLC | 10,098 | $7.87M | 0.34% | +325+3.3% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 10,089 | $7.86M | 0.07% | +19+0.2% | Added |
| Blalock Williams, LLC | 10,068 | $7.85M | 7.84% | −13−0.1% | Reduced |
| Arrow Capital Pty Ltd | 6,594 | $7.85M | 3.80% | +94+1.4% | Added |
| Formidable Asset Management, LLC | 9,489 | $7.84M | 1.31% | 00.0% | Unchanged |
| Clarkston Capital Partners, LLC | 10,050 | $7.83M | 0.17% | +50+0.5% | Added |
| Tang Capital Management LLC | 10,000 | $7.80M | 0.39% | +10,000 | New |
| Bernard Wealth Management Corp. | 9,991 | $7.79M | 3.61% | −989−9.0% | Reduced |
| First Horizon Advisors, Inc. | 9,940 | $7.75M | 0.20% | +210+2.2% | Added |
| Advisors Capital Management, LLC | 9,921 | $7.73M | 0.11% | −726−6.8% | Reduced |
| WealthTrust Axiom LLC | 9,833 | $7.66M | 2.25% | −367−3.6% | Reduced |
| Moran Wealth Management, LLC | 9,829 | $7.66M | 0.24% | +376+4.0% | Added |
| Grove Bank & Trust | 9,808 | $7.65M | 0.95% | −139−1.4% | Reduced |
| Shepherd Financial Partners LLC | 9,729 | $7.58M | 0.80% | +222+2.3% | Added |
| Community Financial Services Group, LLC | 9,726 | $7.58M | 1.51% | +187+2.0% | Added |
| Herold Advisors, Inc. | 9,718 | $7.58M | 1.59% | −818−7.8% | Reduced |
| Aull & Monroe Investment Management Corp | 9,707 | $7.57M | 4.06% | −360−3.6% | Reduced |
| Unisphere Establishment | 9,700 | $7.56M | 0.06% | 00.0% | Unchanged |
| Wetzel Investment Advisors, Inc. | 9,662 | $7.53M | 3.44% | +20.0% | Added |
| MTM Investment Management, LLC | 9,655 | $7.53M | 2.53% | 00.0% | Unchanged |
| Bedell Frazier Investment Counseling, LLC | 9,641 | $7.52M | 1.89% | +5,390+126.8% | Added |
| Baldwin Investment Management, LLC | 9,574 | $7.46M | 0.90% | +176+1.9% | Added |
| Sava Infond d.o.o. | 9,560 | $7.45M | 1.16% | −90−0.9% | Reduced |
| Financial Advisory Service, Inc. | 9,539 | $7.44M | 0.55% | +574+6.4% | Added |
| Bank of Hawaii | 9,524 | $7.42M | 0.39% | +947+11.0% | Added |
| Perkins Capital Management Inc | 9,520 | $7.42M | 7.46% | −275−2.8% | Reduced |
| Chatham Capital Group, Inc. | 9,504 | $7.41M | 1.13% | +317+3.5% | Added |