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 |
|---|---|---|---|---|---|
| Clear Creek Financial Management, LLC | 4,644 | $3.62M | 0.34% | −251−5.1% | Reduced |
| Diversified Enterprises, LLC | 4,639 | $3.62M | 0.27% | +10.0% | Added |
| Accurate Wealth Management, LLC | 4,572 | $3.61M | 0.55% | +299+7.0% | Added |
| NFP Retirement, Inc. | 4,625 | $3.61M | 0.24% | +44+1.0% | Added |
| Appleton Partners Inc | 4,625 | $3.60M | 0.26% | −62−1.3% | Reduced |
| Geneva Partners, LLC | 4,616 | $3.60M | 1.43% | +33+0.7% | Added |
| Blodgett Wealth Advisors, LLC | 4,607 | $3.59M | 2.81% | −415−8.3% | Reduced |
| Westwood Holdings Group Inc. | 4,600 | $3.59M | 0.03% | −479−9.4% | Reduced |
| Peterson Wealth Services | 4,600 | $3.59M | 0.98% | +84+1.9% | Added |
| Marietta Investment Partners LLC | 4,584 | $3.57M | 0.78% | −180−3.8% | Reduced |
| Puzo Michael J | 4,581 | $3.57M | 1.02% | +2,039+80.2% | Added |
| Invesco, LLC | 4,571 | $3.56M | 1.33% | −130−2.8% | Reduced |
| Cooper Financial Group | 4,559 | $3.55M | 0.42% | +1,583+53.2% | Added |
| Jeppson Wealth Management, LLC | 4,539 | $3.54M | 1.22% | −379−7.7% | Reduced |
| Mechanics Bank Trust Department | 4,527 | $3.53M | 0.51% | −858−15.9% | Reduced |
| CFS Investment Advisory Services, LLC | 4,526 | $3.53M | 0.29% | +238+5.6% | Added |
| Pure Financial Advisors, Inc. | 4,514 | $3.52M | 0.06% | +641+16.6% | Added |
| Lighthouse Financial LLC | 4,509 | $3.51M | 2.69% | +110+2.5% | Added |
| RB Capital Management, LLC | 4,504 | $3.51M | 0.80% | +285+6.8% | Added |
| Beaumont Financial Advisors, LLC | 4,497 | $3.51M | 0.25% | −56−1.2% | Reduced |
| Soltis Investment Advisors LLC | 4,487 | $3.50M | 0.27% | −1,042−18.8% | Reduced |
| Philip James Wealth Mangement, LLC | 4,479 | $3.49M | 0.45% | −1,500−25.1% | Reduced |
| Ausdal Financial Partners, Inc. | 4,471 | $3.49M | 0.23% | +223+5.2% | Added |
| Csenge Advisory Group | 4,720 | $3.48M | 0.18% | +389+9.0% | Added |
| Personal Cfo Solutions, LLC | 4,466 | $3.48M | 0.64% | +289+6.9% | Added |
| Hillsdale Investment Management Inc. | 4,462 | $3.48M | 0.13% | +3,850+629.1% | Added |
| Segment Wealth Management, LLC | 4,452 | $3.47M | 0.22% | +3,068+221.7% | Added |
| First Dallas Securities Inc. | 4,443 | $3.46M | 1.37% | +5+0.1% | Added |
| Owl Creek Asset Management, L.P. | 4,440 | $3.46M | 0.46% | +4,440 | New |
| Alaethes Wealth LLC | 4,427 | $3.45M | 1.03% | +194+4.6% | Added |
| Marble Harbor Investment Counsel, LLC | 4,414 | $3.44M | 0.37% | 00.0% | Unchanged |
| Pinnacle West Asset Management, Inc. | 4,408 | $3.44M | 2.38% | −23−0.5% | Reduced |
| Texas Bank & Trust Co | 4,405 | $3.43M | 1.37% | −190−4.1% | Reduced |
| Aspen Grove Capital, LLC | 4,403 | $3.43M | 0.58% | +403+10.1% | Added |
| West Family Investments, Inc. | 4,395 | $3.43M | 0.89% | +2,897+193.4% | Added |
| High Net Worth Advisory Group LLC | 4,392 | $3.42M | 0.91% | −69−1.5% | Reduced |
| Humankind Investments LLC | 4,385 | $3.42M | 0.83% | +605+16.0% | Added |
| Pines Wealth Management, LLC | 4,370 | $3.41M | 1.21% | +291+7.1% | Added |
| Cordatus Wealth Management LLC | 4,354 | $3.39M | 0.83% | −10−0.2% | Reduced |
| Cornerstone Wealth Management, LLC | 4,339 | $3.38M | 0.21% | +197+4.8% | Added |
| Brick & Kyle, Associates | 4,364 | $3.38M | 1.50% | +1,700+63.8% | Added |
| Ballast, Inc. | 4,330 | $3.38M | 0.88% | +24+0.6% | Added |
| GeoWealth Management, LLC | 4,320 | $3.37M | 0.13% | +90+2.1% | Added |
| Ameritas Advisory Services, LLC | 4,306 | $3.36M | 0.17% | −3,169−42.4% | Reduced |
| Wiser Advisor Group LLC | 4,299 | $3.35M | 5.82% | +77+1.8% | Added |
| Eventide Asset Management, LLC | 4,292 | $3.34M | 0.06% | −480−10.1% | Reduced |
| CVFG LLC | 4,278 | $3.34M | 2.65% | +60+1.4% | Added |
| United Asset Strategies, Inc. | 4,275 | $3.33M | 0.28% | +98+2.3% | Added |
| Convergence Financial, LLC | 4,266 | $3.33M | 0.57% | +291+7.3% | Added |
| Towerpoint Wealth, LLC | 4,266 | $3.33M | 1.47% | +3+0.1% | Added |
| Brookwood Investment Group LLC | 4,261 | $3.32M | 0.54% | +1,549+57.1% | Added |
| Vectors Research Management, LLC | 4,259 | $3.32M | 1.14% | 00.0% | Unchanged |
| Great Diamond Partners, LLC | 4,257 | $3.32M | 0.70% | −2,353−35.6% | Reduced |
| Headlands Technologies LLC | 4,250 | $3.31M | 0.40% | +242+6.0% | Added |
| Gryphon Financial Partners LLC | 4,250 | $3.31M | 0.43% | +23+0.5% | Added |
| Argent Advisors, Inc. | 4,239 | $3.30M | 1.02% | −6−0.1% | Reduced |
| Philadelphia Trust Co | 4,233 | $3.30M | 0.25% | −20.0% | Reduced |
| Dillon & Associates Inc | 4,228 | $3.30M | 0.45% | +1,706+67.6% | Added |
| Stokes Family Office, LLC | 4,208 | $3.28M | 0.34% | +96+2.3% | Added |
| Royal Fund Management, LLC | 4,205 | $3.28M | 0.35% | +262+6.6% | Added |
| Graphene Investments SAS | 4,200 | $3.27M | 2.13% | +1,100+35.5% | Added |
| Pennsylvania Capital Management Inc | 4,190 | $3.27M | 1.04% | +5+0.1% | Added |
| Boston Research & Management Inc | 4,188 | $3.26M | 0.77% | 00.0% | Unchanged |
| Trilogy Capital Inc. | 4,187 | $3.26M | 0.16% | +2,963+242.1% | Added |
| Ssa Swiss Advisors AG | 4,100 | $3.26M | 1.57% | +4,100 | New |
| Simon Quick Advisors, LLC | 4,175 | $3.25M | 0.16% | −1,933−31.6% | Reduced |
| Verum Partners LLC | 4,174 | $3.25M | 0.75% | +3,463+487.1% | Added |
| Murphy, Middleton, Hinkle & Parker, Inc. | 3,930 | $3.25M | 1.82% | 00.0% | Unchanged |
| Clare Market Investments LLC | 4,156 | $3.24M | 0.72% | −53−1.3% | Reduced |
| MONECO Advisors, LLC | 4,142 | $3.23M | 0.30% | +19+0.5% | Added |
| Dynasty Wealth Management, LLC | 4,130 | $3.22M | 0.05% | +283+7.4% | Added |
| Eagle Wealth Strategies LLC | 4,122 | $3.21M | 1.80% | −27−0.7% | Reduced |
| Alta Advisers Ltd | 4,119 | $3.21M | 1.14% | 00.0% | Unchanged |
| Aries Wealth Management | 4,110 | $3.20M | 0.84% | +35+0.9% | Added |
| Horizon Kinetics Asset Management LLC | 4,106 | $3.20M | 0.04% | −151−3.5% | Reduced |
| Optimas Capital Ltd | 4,100 | $3.20M | 3.37% | +4,100 | New |
| Leo Wealth, LLC | 4,106 | $3.19M | 0.25% | +798+24.1% | Added |
| Tectonic Advisors LLC | 4,092 | $3.19M | 0.19% | +21+0.5% | Added |
| KKM Financial LLC | 4,088 | $3.19M | 1.11% | +1,017+33.1% | Added |
| Estabrook Capital Management | 4,087 | $3.19M | 0.49% | −600−12.8% | Reduced |
| RiverPark Advisors, LLC | 4,076 | $3.18M | 1.95% | +250+6.5% | Added |
| Signal Advisors Wealth, LLC | 4,073 | $3.17M | 0.25% | +3,166+349.1% | Added |
| Signet Investment Advisory Group, Inc. | 4,052 | $3.16M | 1.62% | +9+0.2% | Added |
| Rakuten Securities, Inc. | 4,052 | $3.16M | 1.24% | +498+14.0% | Added |
| Peterson Wealth Management | 4,047 | $3.15M | 1.87% | −110−2.6% | Reduced |
| First National Corp | 4,045 | $3.15M | 0.64% | +26+0.6% | Added |
| Marino, Stram & Associates LLC | 4,043 | $3.15M | 0.64% | +201+5.2% | Added |
| Summit Global Investments | 4,035 | $3.15M | 0.19% | −3,813−48.6% | Reduced |
| Guardian Partners Inc. | 3,988 | $3.14M | 0.28% | −1,429−26.4% | Reduced |
| Davidson Capital Management Inc. | 4,025 | $3.14M | 0.75% | +100+2.5% | Added |
| Semus Wealth Partners LLC | 4,003 | $3.12M | 2.02% | +332+9.0% | Added |
| Waycross Partners, LLC | 4,000 | $3.12M | 0.29% | 00.0% | Unchanged |
| Novare Capital Management LLC | 4,000 | $3.12M | 0.25% | +2,131+114.0% | Added |
| Cim Investment Mangement Inc | 4,019 | $3.12M | 0.59% | +2,006+99.7% | Added |
| CRA Financial Services, LLC | 3,995 | $3.11M | 0.48% | −72−1.8% | Reduced |
| Maia Wealth LLC | 3,994 | $3.11M | 0.59% | +901+29.1% | Added |
| Massmutual Trust Co FSB | 3,994 | $3.11M | 0.08% | +376+10.4% | Added |
| Financial Security Advisor, Inc. | 3,992 | $3.11M | 0.72% | −7−0.2% | Reduced |
| Doheny Asset Management | 3,981 | $3.10M | 2.17% | +35+0.9% | Added |
| Kathmere Capital Management, LLC | 3,979 | $3.10M | 0.24% | −270−6.4% | Reduced |