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 |
|---|---|---|---|---|---|
| ZEGA Investments, LLC | 6,476 | $5.05M | 1.27% | +4,764+278.3% | Added |
| Paragon Advisors, LLC | 6,447 | $5.03M | 1.31% | +78+1.2% | Added |
| Cinctive Capital Management LP | 6,421 | $5.01M | 0.28% | +4,541+241.5% | Added |
| MidWestOne Financial Group, Inc. | 6,405 | $4.99M | 0.65% | +85+1.3% | Added |
| Sowell Financial Services LLC | 6,395 | $4.99M | 0.20% | −392−5.8% | Reduced |
| Parisi Gray Wealth Management | 6,393 | $4.98M | 1.43% | +33+0.5% | Added |
| Magnus Financial Group LLC | 6,385 | $4.98M | 0.44% | +254+4.1% | Added |
| Meridian Wealth Advisors, LLC | 6,380 | $4.97M | 0.79% | −24−0.4% | Reduced |
| Broadleaf Partners, LLC | 6,365 | $4.96M | 1.09% | −25−0.4% | Reduced |
| Keebeck Wealth Management, LLC | 6,356 | $4.95M | 0.65% | −1,373−17.8% | Reduced |
| ZWJ Investment Counsel Inc | 6,347 | $4.95M | 0.18% | −47−0.7% | Reduced |
| Sanders Morris Harris LLC | 6,323 | $4.93M | 1.18% | −3,058−32.6% | Reduced |
| Bey-Douglas LLC | 6,317 | $4.92M | 2.94% | +1,157+22.4% | Added |
| Lake Street Financial LLC | 6,309 | $4.92M | 0.70% | +615+10.8% | Added |
| Investment Partners, Ltd. | 6,300 | $4.91M | 1.86% | −248−3.8% | Reduced |
| Brandywine Oak Private Wealth LLC | 6,297 | $4.91M | 0.45% | −39−0.6% | Reduced |
| StoneCrest Wealth Management, Inc. | 6,262 | $4.88M | 2.33% | +153+2.5% | Added |
| First City Capital Management, Inc. | 6,244 | $4.87M | 2.81% | −89−1.4% | Reduced |
| Flagship Harbor Advisors, LLC | 6,226 | $4.85M | 0.23% | +37+0.6% | Added |
| McKinley Carter Wealth Services, Inc. | 6,180 | $4.82M | 0.27% | −36−0.6% | Reduced |
| First Business Financial Services, Inc. | 6,180 | $4.82M | 0.43% | −350−5.4% | Reduced |
| Sym Financial Corp | 6,156 | $4.80M | 0.54% | +214+3.6% | Added |
| Compass Wealth Management LLC | 6,128 | $4.78M | 1.14% | 00.0% | Unchanged |
| American Trust | 6,122 | $4.77M | 0.45% | +3,644+147.1% | Added |
| Mezzasalma Advisors, LLC | 6,121 | $4.77M | 1.43% | −1,023−14.3% | Reduced |
| EverSource Wealth Advisors, LLC | 6,120 | $4.77M | 0.22% | +1,078+21.4% | Added |
| Diversify Advisory Services, LLC | 7,455 | $4.77M | 0.18% | +424+6.0% | Added |
| AlphaCore Capital LLC | 6,109 | $4.76M | 0.18% | +2,778+83.4% | Added |
| Fishman Jay A Ltd | 6,094 | $4.75M | 0.45% | +2,143+54.2% | Added |
| Capital Asset Advisory Services LLC | 6,115 | $4.74M | 0.22% | +197+3.3% | Added |
| Sitrin Capital Management LLC | 6,078 | $4.74M | 2.42% | −566−8.5% | Reduced |
| Oxler Private Wealth LLC | 6,068 | $4.73M | 1.49% | +11+0.2% | Added |
| Premier Path Wealth Partners, LLC | 6,067 | $4.73M | 0.66% | −79−1.3% | Reduced |
| Moloney Securities Asset Management, LLC | 6,057 | $4.72M | 0.58% | −820−11.9% | Reduced |
| Beck Capital Management, LLC | 6,044 | $4.71M | 1.18% | −104−1.7% | Reduced |
| Romano Brothers and Company | 6,032 | $4.70M | 0.58% | −18−0.3% | Reduced |
| Crews Bank & Trust | 6,029 | $4.70M | 0.74% | +45+0.8% | Added |
| Exencial Wealth Advisors, LLC | 6,012 | $4.69M | 0.17% | −904−13.1% | Reduced |
| Global Wealth Management Investment Advisory, Inc. | 6,001 | $4.68M | 0.88% | −198−3.2% | Reduced |
| Cadinha & Co LLC | 5,982 | $4.66M | 0.77% | −12,813−68.2% | Reduced |
| Journey Strategic Wealth LLC | 5,962 | $4.65M | 0.15% | +2,484+71.4% | Added |
| Steel Peak Wealth Management LLC | 5,958 | $4.64M | 0.18% | +697+13.2% | Added |
| Institute for Wealth Management, LLC. | 5,944 | $4.63M | 0.52% | −222−3.6% | Reduced |
| Insigneo Advisory Services, LLC | 5,934 | $4.63M | 0.40% | −339−5.4% | Reduced |
| Keystone Financial Group | 56,871 | $4.62M | 0.42% | +53,647+1,664.0% | Added |
| ICW Investment Advisors LLC | 5,929 | $4.62M | 1.83% | −701−10.6% | Reduced |
| Diversify Wealth Management, LLC | 7,223 | $4.62M | 0.29% | +543+8.1% | Added |
| TD Private Client Wealth LLC | 5,922 | $4.62M | 0.11% | +315+5.6% | Added |
| Elm3 Financial Group, LLC | 5,914 | $4.61M | 3.83% | −503−7.8% | Reduced |
| Asio Capital, LLC | 5,914 | $4.61M | 0.77% | +622+11.8% | Added |
| Beaton Management Co. Inc. | 5,911 | $4.61M | 2.25% | 00.0% | Unchanged |
| SevenBridge Financial Group, LLC | 7,192 | $4.60M | 0.81% | +1,116+18.4% | Added |
| Quantbot Technologies LP | 5,891 | $4.59M | 0.12% | +5,891 | New |
| WealthBridge Capital Management, LLC | 5,858 | $4.57M | 1.16% | +155+2.7% | Added |
| Smith, Moore & Co. | 5,854 | $4.56M | 0.38% | −591−9.2% | Reduced |
| Resonant Capital Advisors, LLC | 5,844 | $4.56M | 0.29% | +561+10.6% | Added |
| Vision Capital Management, Inc. | 5,832 | $4.55M | 0.60% | −1,656−22.1% | Reduced |
| Capital Square, LLC | 5,697 | $4.52M | 2.41% | +508+9.8% | Added |
| Enterprise Bank & Trust Co | 5,795 | $4.52M | 1.69% | −14−0.2% | Reduced |
| Highview Capital Management LLC | 5,793 | $4.52M | 1.74% | +85+1.5% | Added |
| Ipswich Investment Management Co., Inc. | 5,765 | $4.49M | 1.08% | +1,950+51.1% | Added |
| Accent Capital Management, LLC | 5,747 | $4.48M | 2.01% | −66−1.1% | Reduced |
| Cassaday & Co Wealth Management LLC | 5,744 | $4.48M | 0.11% | +195+3.5% | Added |
| Sage Mountain Advisors LLC | 5,732 | $4.47M | 0.29% | +27+0.5% | Added |
| Angeles Wealth Management, LLC | 5,714 | $4.45M | 0.31% | +588+11.5% | Added |
| Hilltop National Bank | 5,712 | $4.45M | 1.16% | +5,712 | New |
| Armstrong Advisory Group, Inc | 5,708 | $4.45M | 0.34% | −284−4.7% | Reduced |
| West Oak Capital, LLC | 5,707 | $4.45M | 1.76% | +316+5.9% | Added |
| Belpointe Asset Management LLC | 5,671 | $4.42M | 0.18% | +986+21.0% | Added |
| M&G Plc | 5,665 | $4.42M | 0.02% | 00.0% | Unchanged |
| Roundview Capital LLC | 5,650 | $4.40M | 0.29% | +933+19.8% | Added |
| Texas Yale Capital Corp. | 5,640 | $4.40M | 0.14% | +178+3.3% | Added |
| Hurlow Wealth Management Group, Inc. | 5,639 | $4.40M | 1.24% | −499−8.1% | Reduced |
| Private Wealth Partners, LLC | 5,637 | $4.39M | 0.34% | +250+4.6% | Added |
| PFC Capital Group, Inc. | 5,616 | $4.38M | 2.03% | −632−10.1% | Reduced |
| Symphony Financial, Ltd. Co. | 17,026 | $4.38M | 0.57% | +14,602+602.4% | Added |
| Aaron Wealth Advisors | 5,611 | $4.37M | 0.45% | −41−0.7% | Reduced |
| Iowa State Bank | 5,587 | $4.36M | 0.87% | +35+0.6% | Added |
| First Foundation Advisors | 5,586 | $4.35M | 0.16% | +3,148+129.1% | Added |
| K.J. Harrison & Partners Inc | 5,582 | $4.35M | 0.72% | −898−13.9% | Reduced |
| Arista Wealth Management, LLC | 5,576 | $4.35M | 0.60% | +5,576 | New |
| Avantax Planning Partners, Inc. | 5,574 | $4.35M | 0.14% | +232+4.3% | Added |
| Forum Private Client Group LLC | 5,566 | $4.34M | 1.67% | +10.0% | Added |
| Ironwood Financial, llc | 5,248 | $4.33M | 0.93% | 00.0% | Unchanged |
| Waddell & Associates, LLC | 5,558 | $4.33M | 0.46% | −662−10.6% | Reduced |
| Quent Capital, LLC | 5,549 | $4.33M | 0.42% | −26−0.5% | Reduced |
| Hager Investment Management Services, LLC | 5,537 | $4.32M | 2.58% | −71−1.3% | Reduced |
| Natural Investments, LLC | 5,538 | $4.32M | 1.12% | +139+2.6% | Added |
| Kesler, Norman & Wride, LLC | 5,512 | $4.30M | 0.76% | +255+4.9% | Added |
| Honeycomb Asset Management LP | 5,500 | $4.29M | 2.62% | +5,500 | New |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 5,445 | $4.24M | 0.59% | +372+7.3% | Added |
| Advisor OS, LLC | 5,443 | $4.24M | 0.42% | +82+1.5% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 5,438 | $4.24M | 0.15% | 00.0% | Unchanged |
| Valmark Advisers, Inc. | 5,424 | $4.23M | 0.06% | −336−5.8% | Reduced |
| Boothbay Fund Management, LLC | 5,422 | $4.23M | 0.13% | +1,153+27.0% | Added |
| Lokken Investment Group LLC | 5,419 | $4.22M | 1.63% | −197−3.5% | Reduced |
| Stamos Capital Partners, L.P. | 5,384 | $4.20M | 0.75% | +2,639+96.1% | Added |
| Brentview Investment Management LLC | 5,374 | $4.19M | 2.12% | +1,500+38.7% | Added |
| Wolverine Asset Management LLC | 5,370 | $4.19M | 0.07% | +5,154+2,386.1% | Added |
| Pinnacle Bancorp, Inc. | 5,364 | $4.18M | 1.29% | +60+1.1% | Added |