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 |
|---|---|---|---|---|---|
| Carl P. Sherr & Co., LLC | 5,323 | $4.15M | 2.10% | −210−3.8% | Reduced |
| Mitchell McLeod Pugh & Williams Inc | 5,314 | $4.14M | 0.77% | +140+2.7% | Added |
| Caption Management, LLC | 5,300 | $4.13M | 0.38% | +5,300 | New |
| Principal Street Partners, LLC | 5,297 | $4.13M | 0.40% | +3,018+132.4% | Added |
| Simplex Trading, LLC | 5,286 | $4.12M | 0.11% | +5,286 | New |
| Allen Mooney & Barnes Investment Advisors LLC | 5,278 | $4.11M | 0.68% | −58−1.1% | Reduced |
| OneAscent Financial Services LLC | 5,272 | $4.10M | 0.29% | −5,156−49.4% | Reduced |
| Sound Income Strategies, LLC | 5,260 | $4.10M | 0.24% | +386+7.9% | Added |
| Wealthquest Corp | 5,258 | $4.10M | 0.32% | +16+0.3% | Added |
| Carret Asset Management, LLC | 5,253 | $4.09M | 0.44% | −5−0.1% | Reduced |
| Arrow Financial Corp | 5,244 | $4.09M | 0.43% | +103+2.0% | Added |
| WSFS Capital Management, LLC | 5,233 | $4.08M | 0.22% | +52+1.0% | Added |
| Keudell/Morrison Wealth Management | 5,230 | $4.08M | 0.90% | −85−1.6% | Reduced |
| David R. Rahn & Associates Inc. | 5,219 | $4.07M | 1.09% | −340−6.1% | Reduced |
| Kanawha Capital Management LLC | 5,208 | $4.06M | 0.30% | +623+13.6% | Added |
| Lighthouse Investment Partners, LLC | 5,200 | $4.05M | 0.18% | +3,200+160.0% | Added |
| RMR Wealth Builders | 5,194 | $4.05M | 0.37% | +277+5.6% | Added |
| WNY Asset Management, LLC | 5,189 | $4.04M | 0.45% | +227+4.6% | Added |
| Camden Capital, LLC | 5,186 | $4.04M | 0.38% | −288−5.3% | Reduced |
| Wellington Shields Capital Management, LLC | 5,184 | $4.04M | 0.68% | 00.0% | Unchanged |
| Exane Asset Management | 4,394 | $4.02M | 1.57% | +4,394 | New |
| Financial Advocates Investment Management | 5,144 | $4.01M | 0.33% | −1,047−16.9% | Reduced |
| Peddock Capital Advisors, LLC | 5,124 | $3.99M | 0.92% | 00.0% | Unchanged |
| Catalyst Financial Partners LLC | 5,124 | $3.99M | 0.44% | +95+1.9% | Added |
| GWN Securities Inc. | 5,053 | $3.99M | 0.74% | −3,928−43.7% | Reduced |
| Evelyn Partners Investment Management LLP | 5,113 | $3.99M | 0.12% | +225+4.6% | Added |
| Harbour Trust & Investment Management Co | 5,103 | $3.98M | 0.44% | −332−6.1% | Reduced |
| Pacific Wealth Strategies Group, Inc. | 5,373 | $3.98M | 2.61% | +5,028+1,457.4% | Added |
| Parthenon LLC | 5,092 | $3.97M | 0.45% | +50+1.0% | Added |
| BCS Wealth Management | 5,091 | $3.97M | 0.85% | +183+3.7% | Added |
| PFG Advisors | 26,988 | $3.96M | 0.19% | +22,888+558.2% | Added |
| Secure Asset Management, LLC | 5,069 | $3.95M | 0.73% | +1,162+29.7% | Added |
| Hamilton Point Investment Advisors, LLC | 5,061 | $3.95M | 0.65% | −19−0.4% | Reduced |
| LM Advisors LLC | 5,031 | $3.92M | 0.50% | −847−14.4% | Reduced |
| KRS Capital Management, LLC | 5,028 | $3.92M | 2.62% | 00.0% | Unchanged |
| Means Investment Co., Inc. | 5,021 | $3.91M | 0.37% | +194+4.0% | Added |
| Manchester Capital Management LLC | 5,011 | $3.91M | 0.51% | −14−0.3% | Reduced |
| IAM Advisory, LLC | 5,008 | $3.90M | 0.94% | −103−2.0% | Reduced |
| Sentry LLC | 5,005 | $3.90M | 0.78% | 00.0% | Unchanged |
| Heartland Bank & Trust Co | 5,004 | $3.90M | 1.83% | +18+0.4% | Added |
| Point72 Hong Kong Ltd | 5,003 | $3.90M | 0.27% | −938−15.8% | Reduced |
| Range Financial Group LLC | 5,001 | $3.90M | 1.53% | +168+3.5% | Added |
| Gardner Lewis Asset Management L P | 4,991 | $3.89M | 0.97% | +145+3.0% | Added |
| Comprehensive Financial Consultants Institutional, Inc. | 4,968 | $3.87M | 1.27% | −30−0.6% | Reduced |
| Cox Capital Mgt LLC | 4,960 | $3.87M | 2.64% | −87−1.7% | Reduced |
| TFR Capital, LLC. | 4,933 | $3.85M | 1.39% | +166+3.5% | Added |
| EPG Wealth Management LLC | 4,932 | $3.84M | 1.15% | +203+4.3% | Added |
| Resources Management Corp | 4,928 | $3.84M | 0.52% | +1,459+42.1% | Added |
| Umpqua Bank | 4,939 | $3.84M | 1.17% | +253+5.4% | Added |
| Linden Thomas Advisory Services, LLC | 4,925 | $3.84M | 0.42% | −2,849−36.6% | Reduced |
| NVWM, LLC | 4,923 | $3.84M | 0.93% | +136+2.8% | Added |
| Sargent Investment Group, LLC | 5,141 | $3.84M | 0.52% | +1,448+39.2% | Added |
| Fukoku Mutual Life Insurance Co | 4,900 | $3.82M | 0.24% | +1,215+33.0% | Added |
| Guardian Wealth Advisors, LLC | 4,892 | $3.81M | 0.27% | +42+0.9% | Added |
| Ledyard National Bank | 4,883 | $3.81M | 0.36% | +376+8.3% | Added |
| Evernest Financial Advisors, LLC | 4,878 | $3.80M | 1.23% | +99+2.1% | Added |
| Brown Shipley& Co Ltd | 4,873 | $3.80M | 2.09% | −259−5.0% | Reduced |
| Dearborn Partners LLC | 4,872 | $3.80M | 0.18% | −250−4.9% | Reduced |
| Fort Sheridan Advisors LLC | 4,869 | $3.80M | 0.54% | −3−0.1% | Reduced |
| Wealth Alliance Advisory Group, LLC | 4,861 | $3.79M | 0.72% | +211+4.5% | Added |
| Arete Wealth Advisors, LLC | 4,860 | $3.79M | 0.27% | −1,177−19.5% | Reduced |
| Atlantic Trust, LLC | 4,860 | $3.79M | 0.72% | +57+1.2% | Added |
| Folger Nolan Fleming Douglas Capital Management, Inc | 4,853 | $3.78M | 0.42% | 00.0% | Unchanged |
| SFE Investment Counsel | 4,849 | $3.78M | 0.67% | +566+13.2% | Added |
| Affinity Capital Advisors, LLC | 4,849 | $3.78M | 0.65% | −584−10.7% | Reduced |
| Norway Savings Bank | 4,843 | $3.78M | 1.94% | −129−2.6% | Reduced |
| Schulhoff & Co Inc | 4,842 | $3.77M | 1.67% | 00.0% | Unchanged |
| MMBG Investment Advisors Co. | 4,839 | $3.77M | 0.38% | +1,805+59.5% | Added |
| Valley National Advisers Inc | 4,835 | $3.77M | 0.61% | +246+5.4% | Added |
| Finivi Inc. | 4,825 | $3.76M | 2.55% | +172+3.7% | Added |
| Avidian Wealth Solutions, LLC | 4,806 | $3.75M | 0.15% | −360−7.0% | Reduced |
| Tounjian Advisory Partners, LLC | 4,536 | $3.75M | 0.73% | −90−1.9% | Reduced |
| BCGM Wealth Management, LLC | 4,801 | $3.74M | 1.06% | +100+2.1% | Added |
| Visionary Wealth Advisors | 4,785 | $3.73M | 0.19% | +2,590+118.0% | Added |
| Argus Investors' Counsel, Inc. | 4,784 | $3.73M | 2.65% | −40−0.8% | Reduced |
| Alliance Wealth Advisors, LLC | 4,783 | $3.73M | 0.92% | −295−5.8% | Reduced |
| Silphium Asset Management Ltd | 4,777 | $3.72M | 1.33% | +370+8.4% | Added |
| IFC Advisors LLC | 4,772 | $3.72M | 0.70% | −70−1.4% | Reduced |
| American Money Management, LLC | 4,772 | $3.72M | 0.66% | +20.0% | Added |
| Courier Capital LLC | 4,770 | $3.72M | 0.23% | −6−0.1% | Reduced |
| First Financial Corp | 4,770 | $3.72M | 1.66% | +225+5.0% | Added |
| Azzad Asset Management Inc | 4,754 | $3.71M | 0.40% | +21+0.4% | Added |
| PSI Advisors, LLC | 4,754 | $3.71M | 1.82% | +1,182+33.1% | Added |
| Little House Capital LLC | 4,750 | $3.70M | 0.93% | −141−2.9% | Reduced |
| Fragasso Group Inc. | 4,750 | $3.70M | 0.25% | −52−1.1% | Reduced |
| Tufton Capital Management | 4,746 | $3.70M | 0.70% | −121−2.5% | Reduced |
| Argentarii, LLC | 4,744 | $3.70M | 1.70% | 00.0% | Unchanged |
| Asset Dedication, LLC | 4,740 | $3.70M | 0.27% | +234+5.2% | Added |
| Triangle Securities Wealth Management | 4,720 | $3.68M | 0.91% | −94−2.0% | Reduced |
| Tyche Wealth Partners LLC | 4,695 | $3.66M | 0.74% | −129−2.7% | Reduced |
| Rehmann Capital Advisory Group | 4,683 | $3.65M | 0.22% | −166−3.4% | Reduced |
| Parr McKnight Wealth Management Group, LLC | 4,682 | $3.65M | 0.50% | −83−1.7% | Reduced |
| Banco de Sabadell, S.A | 4,680 | $3.65M | 2.52% | −142−2.9% | Reduced |
| Koshinski Asset Management, Inc. | 4,673 | $3.64M | 0.28% | +391+9.1% | Added |
| Exome Asset Management LLC | 4,673 | $3.64M | 3.00% | 00.0% | Unchanged |
| Connable Office Inc | 4,672 | $3.64M | 0.36% | +84+1.8% | Added |
| Vista Investment Partners LLC | 4,665 | $3.64M | 1.05% | +34+0.7% | Added |
| Grimes & Company, Inc. | 4,659 | $3.63M | 0.10% | +321+7.4% | Added |
| Advisory Alpha, LLC | 4,645 | $3.62M | 0.11% | +477+11.4% | Added |
| Cladis Investment Advisory, LLC | 4,644 | $3.62M | 2.27% | 00.0% | Unchanged |