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 |
|---|---|---|---|---|---|
| Oak Harvest Investment Services | 3,973 | $3.10M | 0.39% | +305+8.3% | Added |
| Cloverfields Capital Group, LP | 3,973 | $3.10M | 0.92% | −62−1.5% | Reduced |
| Stanley-Laman Group, Ltd. | 3,969 | $3.09M | 0.46% | −1,493−27.3% | Reduced |
| Patron Partners Advisors, LLC | 3,968 | $3.09M | 1.53% | +250+6.7% | Added |
| Berkshire Asset Management LLC | 3,964 | $3.09M | 0.14% | +50+1.3% | Added |
| Meadow Creek Wealth Advisors LLC | 3,960 | $3.09M | 2.08% | +2,237+129.8% | Added |
| Tritonpoint Wealth, LLC | 3,960 | $3.09M | 0.29% | −294−6.9% | Reduced |
| Kovack Advisors, Inc. | 3,959 | $3.09M | 0.30% | −626−13.7% | Reduced |
| Sandbox Financial Partners, LLC | 3,954 | $3.08M | 0.97% | −271−6.4% | Reduced |
| 1 North Wealth Services LLC | 3,944 | $3.07M | 1.22% | +70+1.8% | Added |
| HT Partners LLC | 3,942 | $3.07M | 0.94% | 00.0% | Unchanged |
| Spears Abacus Advisors LLC | 3,942 | $3.07M | 0.06% | +7+0.2% | Added |
| Oakworth Capital, Inc. | 3,935 | $3.07M | 0.20% | +23+0.6% | Added |
| Annex Advisory Services, LLC | 3,927 | $3.06M | 0.07% | −197−4.8% | Reduced |
| Physicians Financial Services, Inc. | 3,915 | $3.05M | 0.91% | +308+8.5% | Added |
| Freedom Day Solutions, LLC | 3,912 | $3.05M | 0.91% | −257−6.2% | Reduced |
| Bourne Lent Asset Management Inc | 3,907 | $3.05M | 1.18% | 00.0% | Unchanged |
| Prosperitas Financial LLC | 3,906 | $3.05M | 1.43% | +410+11.7% | Added |
| Relyea Zuckerberg Hanson LLC | 3,898 | $3.04M | 0.36% | +752+23.9% | Added |
| Armistice Capital, LLC | 3,898 | $3.04M | 0.12% | +3,583+1,137.5% | Added |
| Mizuho Markets Cayman LP | 3,896 | $3.04M | 0.22% | +3,896 | New |
| Blue Capital, Inc. | 3,879 | $3.02M | 2.14% | +3,879 | New |
| Eqis Capital Management, Inc. | 3,875 | $3.02M | 0.24% | −120−3.0% | Reduced |
| Strategies Wealth Advisors, LLC | 3,871 | $3.02M | 0.33% | +276+7.7% | Added |
| CoreCap Advisors, LLC | 3,866 | $3.01M | 0.12% | −63−1.6% | Reduced |
| Bridgewater Advisors Inc. | 3,944 | $3.01M | 0.23% | +39+1.0% | Added |
| Trustmark National Bank Trust Department | 3,853 | $3.00M | 0.21% | +176+4.8% | Added |
| Wealth Dimensions Group, Ltd. | 3,852 | $3.00M | 0.66% | +162+4.4% | Added |
| Accredited Investors Inc. | 3,851 | $3.00M | 0.18% | +561+17.1% | Added |
| Hudson Canyon Capital Management | 3,846 | $3.00M | 1.87% | −79−2.0% | Reduced |
| J. Stern & Co. LLP | 4,201 | $3.00M | 0.26% | +152+3.8% | Added |
| Wallington Asset Management, LLC | 3,846 | $3.00M | 0.42% | −473−11.0% | Reduced |
| Hanson & Doremus Investment Management | 3,833 | $2.99M | 0.40% | −7−0.2% | Reduced |
| CMG Global Holdings, LLC | 3,682 | $2.98M | 1.57% | −44−1.2% | Reduced |
| Fairvoy Private Wealth, LLC | 3,816 | $2.97M | 0.74% | +50+1.3% | Added |
| First Heartland Consultants, Inc. | 3,814 | $2.97M | 0.26% | +31+0.8% | Added |
| Accuvest Global Advisors | 3,800 | $2.96M | 1.93% | +3,800 | New |
| Integrity Alliance, LLC. | 3,795 | $2.96M | 0.16% | −6,512−63.2% | Reduced |
| Millennium Capital Advisors, LLC | 3,789 | $2.95M | 1.97% | +91+2.5% | Added |
| Ameliora Wealth Management Ltd. | 3,787 | $2.95M | 1.06% | −712−15.8% | Reduced |
| IFG Advisory, LLC | 3,781 | $2.95M | 0.15% | +54+1.4% | Added |
| Kessler Investment Group, LLC | 3,781 | $2.95M | 1.21% | −3,183−45.7% | Reduced |
| Pinnacle Wealth Management Advisory Group, LLC | 3,777 | $2.94M | 0.24% | +93+2.5% | Added |
| Baader Bank INC | 3,843 | $2.94M | 0.25% | −1,448−27.4% | Reduced |
| Adirondack Trust Co | 3,770 | $2.94M | 1.07% | −734−16.3% | Reduced |
| Jackson Square Partners, LLC | 3,767 | $2.94M | 1.09% | −560−12.9% | Reduced |
| SRS Capital Advisors, Inc. | 3,035 | $2.94M | 0.14% | +568+23.0% | Added |
| Curbstone Financial Management Corp | 3,764 | $2.93M | 0.60% | −460−10.9% | Reduced |
| Evermay Wealth Management LLC | 3,762 | $2.93M | 0.36% | −163−4.2% | Reduced |
| Kane Investment Management, Inc. | 3,753 | $2.93M | 1.54% | −483−11.4% | Reduced |
| Draper Asset Management, LLC | 3,768 | $2.92M | 1.93% | −284−7.0% | Reduced |
| Leeward Financial Partners, LLC | 3,730 | $2.91M | 0.92% | −2,923−43.9% | Reduced |
| Ted Buchan & Co | 3,727 | $2.91M | 1.16% | +1,227+49.1% | Added |
| Quotient Wealth Partners, LLC | 3,726 | $2.90M | 0.09% | +374+11.2% | Added |
| Scott Marsh Financial, LLC | 3,724 | $2.90M | 1.08% | +3,724 | New |
| Wealth Management Associates, Inc. | 3,716 | $2.90M | 1.13% | +24+0.7% | Added |
| Nelson Capital Management, LLC | 3,713 | $2.89M | 0.38% | +47+1.3% | Added |
| ICONIQ Capital, LLC | 3,706 | $2.89M | 0.05% | −181−4.7% | Reduced |
| RF&L Wealth Management, LLC | 3,704 | $2.89M | 1.86% | 00.0% | Unchanged |
| Austin Asset Management Co Inc | 3,685 | $2.87M | 0.56% | −49−1.3% | Reduced |
| Etesian Wealth Advisors, Inc. | 3,682 | $2.87M | 1.07% | −4−0.1% | Reduced |
| Northwest Bancshares, Inc. | 3,676 | $2.87M | 0.50% | −111−2.9% | Reduced |
| Certified Advisory Corp | 3,675 | $2.86M | 0.30% | +61+1.7% | Added |
| Aviso Wealth Management | 3,657 | $2.85M | 1.33% | +1,597+77.5% | Added |
| Concord Wealth Partners | 3,652 | $2.85M | 0.42% | −151−4.0% | Reduced |
| Concord Asset Management, LLC | 3,652 | $2.85M | 0.43% | +614+20.2% | Added |
| Pinnacle Wealth Planning Services, Inc. | 3,638 | $2.84M | 0.37% | +379+11.6% | Added |
| Glen Eagle Advisors, LLC | 3,634 | $2.83M | 0.44% | −2−0.1% | Reduced |
| Royal Capital Wealth Management, LLC | 3,634 | $2.83M | 1.88% | 00.0% | Unchanged |
| Clifford Swan Investment Counsel LLC | 3,630 | $2.83M | 0.10% | −1,476−28.9% | Reduced |
| Elm Partners Management LLC | 3,611 | $2.81M | 0.16% | +3,611 | New |
| Legacy Bridge, LLC | 3,611 | $2.81M | 1.34% | +148+4.3% | Added |
| Cache Advisors, LLC | 3,600 | $2.81M | 0.76% | 00.0% | Unchanged |
| Opinicus Capital, Inc. | 3,596 | $2.80M | 2.13% | +101+2.9% | Added |
| Weaver Capital Management LLC | 3,589 | $2.80M | 0.69% | +104+3.0% | Added |
| Keel Point, LLC | 3,588 | $2.80M | 0.19% | +55+1.6% | Added |
| Stratos Wealth Advisors, LLC | 3,579 | $2.79M | 0.15% | −20,363−85.1% | Reduced |
| Marion Wealth Management | 3,573 | $2.79M | 0.70% | +405+12.8% | Added |
| Sompo Asset Management Co., Ltd. | 3,570 | $2.78M | 0.48% | +60+1.7% | Added |
| Rockline Wealth Management, LLC | 3,565 | $2.78M | 0.66% | +252+7.6% | Added |
| River Street Advisors LLC | 3,563 | $2.78M | 1.20% | +387+12.2% | Added |
| Aureus Asset Management, LLC | 3,560 | $2.78M | 0.18% | +83+2.4% | Added |
| 3Chopt Investment Partners, LLC | 3,548 | $2.77M | 0.67% | −819−18.8% | Reduced |
| Ironwood Investment Counsel, LLC | 3,542 | $2.76M | 0.43% | −23−0.6% | Reduced |
| KPP Advisory Services LLC | 3,535 | $2.76M | 0.45% | +368+11.6% | Added |
| Optimist Retirement Group LLC | 3,530 | $2.75M | 1.32% | +99+2.9% | Added |
| Ellevest, Inc. | 3,521 | $2.74M | 0.44% | −60−1.7% | Reduced |
| Guardian Asset Advisors, LLC | 3,516 | $2.74M | 1.58% | +43+1.2% | Added |
| Garrett Investment Advisors LLC | 3,510 | $2.74M | 0.24% | +161+4.8% | Added |
| Nations Financial Group Inc, | 3,505 | $2.73M | 0.19% | +56+1.6% | Added |
| Taylor Financial Group, Inc. | 3,493 | $2.72M | 1.70% | +102+3.0% | Added |
| Optas, LLC | 3,491 | $2.72M | 0.52% | +48+1.4% | Added |
| Farmers National Bank | 3,488 | $2.72M | 0.72% | −65−1.8% | Reduced |
| MJP Associates Inc | 3,481 | $2.71M | 0.40% | −90−2.5% | Reduced |
| BSW Wealth Partners | 3,479 | $2.71M | 0.37% | −111−3.1% | Reduced |
| Slow Capital, Inc. | 3,478 | $2.71M | 0.33% | +3,478 | New |
| Trust Point Inc. | 3,476 | $2.71M | 0.26% | +621+21.8% | Added |
| Main Street Financial Solutions, LLC | 3,472 | $2.71M | 0.20% | +923+36.2% | Added |
| Osborne Partners Capital Management, LLC | 3,466 | $2.70M | 0.14% | +194+5.9% | Added |
| Spirit of America Management Corp | 3,465 | $2.70M | 0.56% | 00.0% | Unchanged |