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 |
|---|---|---|---|---|---|
| Founders Financial Securities LLC | 2,710 | $2.11M | 0.16% | +13+0.5% | Added |
| Armis Advisers, LLC | 2,670 | $2.11M | 0.17% | +425+18.9% | Added |
| Gunderson Capital Management Inc. | 2,703 | $2.11M | 0.88% | +2,448+960.0% | Added |
| Clear Investment Research, LLC | 2,695 | $2.10M | 2.65% | +22+0.8% | Added |
| Rockingstone Advisors LLC | 2,693 | $2.10M | 1.10% | −1,030−27.7% | Reduced |
| Laraway Financial Inc | 2,680 | $2.09M | 1.58% | −114−4.1% | Reduced |
| Main Street Research LLC | 2,679 | $2.09M | 0.13% | −660−19.8% | Reduced |
| Borer Denton & Associates, Inc. | 2,658 | $2.07M | 0.72% | 00.0% | Unchanged |
| Thomas Story & Son LLC | 2,655 | $2.07M | 0.80% | 00.0% | Unchanged |
| Point72 (DIFC) Ltd | 2,653 | $2.07M | 0.16% | +2,653 | New |
| Warther Private Wealth, LLC | 2,648 | $2.06M | 0.54% | −155−5.5% | Reduced |
| Facet Wealth, Inc. | 2,786 | $2.06M | 0.05% | +327+13.3% | Added |
| Massachusetts Wealth Management | 2,640 | $2.06M | 1.16% | +35+1.3% | Added |
| Childress Capital Advisors, LLC | 2,634 | $2.05M | 0.52% | +141+5.7% | Added |
| Aprio Wealth Management, LLC | 2,617 | $2.04M | 0.23% | −314−10.7% | Reduced |
| Kagan Cocozza Asset Management | 2,615 | $2.04M | 1.56% | −25−0.9% | Reduced |
| IronOak Wealth LLC. | 2,606 | $2.03M | 1.97% | +2,606 | New |
| Mystic Asset Management, Inc. | 2,598 | $2.03M | 0.49% | −70−2.6% | Reduced |
| Cornerstone Advisory, LLC | 2,591 | $2.02M | 0.22% | +15+0.6% | Added |
| Monument Capital Management | 2,590 | $2.02M | 0.53% | −107−4.0% | Reduced |
| Patten Group, Inc. | 2,584 | $2.01M | 0.43% | −171−6.2% | Reduced |
| Ellsworth Advisors, LLC | 2,582 | $2.01M | 0.49% | +250+10.7% | Added |
| Farrow Financial Inc. | 2,581 | $2.01M | 1.22% | −93−3.5% | Reduced |
| Zhang Financial LLC | 2,580 | $2.01M | 0.09% | +17+0.7% | Added |
| Marathon Capital Management | 2,576 | $2.01M | 0.51% | +450+21.2% | Added |
| Procyon Private Wealth Partners, LLC | 2,576 | $2.01M | 0.19% | −1,659−39.2% | Reduced |
| Wright Investors Service Inc | 2,575 | $2.01M | 0.61% | −108−4.0% | Reduced |
| SWP Investment Management LLC | 2,574 | $2.01M | 2.37% | +682+36.0% | Added |
| HHM Wealth Advisors, LLC | 2,571 | $2.00M | 0.24% | −51−1.9% | Reduced |
| Wealthedge Investment Advisors, LLC | 2,556 | $1.99M | 0.83% | −771−23.2% | Reduced |
| FCG Investment Co | 2,555 | $1.99M | 1.04% | +48+1.9% | Added |
| Greatmark Investment Partners, Inc. | 2,545 | $1.98M | 0.25% | 00.0% | Unchanged |
| Hendershot Investments Inc. | 2,540 | $1.98M | 0.26% | −218−7.9% | Reduced |
| Cross Staff Investments Inc | 2,540 | $1.98M | 1.47% | 00.0% | Unchanged |
| Mirabella Financial Services LLP | 2,528 | $1.98M | 0.21% | −8,331−76.7% | Reduced |
| New Covenant Trust Company, N.A. | 2,538 | $1.97M | 1.76% | −405−13.8% | Reduced |
| L.M. Kohn & Company | 2,524 | $1.97M | 0.53% | −64−2.5% | Reduced |
| Lumbard & Kellner, LLC | 2,520 | $1.96M | 0.86% | 00.0% | Unchanged |
| Stonebridge Capital Advisors LLC | 2,516 | $1.96M | 0.15% | +204+8.8% | Added |
| Novem Group | 2,512 | $1.96M | 0.25% | +938+59.6% | Added |
| Graves-Light Private Wealth Management, Inc. | 2,507 | $1.95M | 0.23% | −296−10.6% | Reduced |
| Olistico Wealth, LLC | 2,504 | $1.95M | 1.08% | −1,068−29.9% | Reduced |
| Regal Investment Advisors LLC | 2,501 | $1.95M | 0.15% | +115+4.8% | Added |
| MSA Advisors, LLC | 2,500 | $1.95M | 0.49% | 00.0% | Unchanged |
| Prairie Wealth Advisors, Inc. | 2,498 | $1.95M | 0.83% | −286−10.3% | Reduced |
| Bank of Jackson Hole Trust | 2,496 | $1.95M | 1.10% | +97+4.0% | Added |
| Forza Wealth Management, LLC | 2,495 | $1.94M | 0.80% | −37−1.5% | Reduced |
| Castle Rock Wealth Management, LLC | 2,542 | $1.94M | 0.45% | −1,218−32.4% | Reduced |
| Essex LLC | 2,486 | $1.94M | 0.38% | +282+12.8% | Added |
| D L Carlson Investment Group Inc | 2,486 | $1.94M | 0.35% | −392−13.6% | Reduced |
| Scharf Investments, LLC | 2,481 | $1.93M | 0.06% | +210+9.2% | Added |
| West Michigan Advisors, LLC | 2,480 | $1.93M | 0.55% | −160−6.1% | Reduced |
| Client First Investment Management LLC | 2,466 | $1.92M | 1.18% | +5+0.2% | Added |
| Tenon Financial LLC | 2,327 | $1.92M | 0.85% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 2,458 | $1.92M | 0.20% | −8−0.3% | Reduced |
| Safeguard Investment Advisory Group, LLC | 2,456 | $1.91M | 0.48% | −276−10.1% | Reduced |
| Options Solutions, LLC | 2,451 | $1.91M | 0.68% | −17−0.7% | Reduced |
| Hudson Value Partners, LLC | 2,449 | $1.91M | 0.66% | −25−1.0% | Reduced |
| Stiles Financial Services Inc | 2,446 | $1.91M | 0.66% | +145+6.3% | Added |
| Aviance Capital Partners, LLC | 2,445 | $1.91M | 0.25% | −16−0.7% | Reduced |
| Machina Capital S.A.S. | 2,443 | $1.90M | 0.40% | +639+35.4% | Added |
| Connecticut Wealth Management, LLC | 2,442 | $1.90M | 0.09% | +10.0% | Added |
| Westhampton Capital, LLC | 2,442 | $1.90M | 0.98% | +343+16.3% | Added |
| Traveka Wealth, LLC | 2,442 | $1.90M | 1.01% | −148−5.7% | Reduced |
| Veracity Capital LLC | 2,440 | $1.90M | 0.66% | −73−2.9% | Reduced |
| Red Door Wealth Management, LLC | 2,437 | $1.90M | 0.23% | +298+13.9% | Added |
| Abacus Planning Group, Inc. | 2,431 | $1.90M | 0.28% | −57−2.3% | Reduced |
| Mitchell Sinkler & Starr | 2,431 | $1.90M | 0.91% | +30+1.2% | Added |
| AdvisorNet Financial, Inc | 2,425 | $1.89M | 0.12% | −11−0.5% | Reduced |
| Solidarilty Wealth, LLC | 2,422 | $1.89M | 0.44% | +10.0% | Added |
| Tempus Wealth Planning, LLC | 2,415 | $1.88M | 0.47% | −476−16.5% | Reduced |
| Redwood Wealth Management Group, LLC | 2,415 | $1.88M | 0.85% | −88−3.5% | Reduced |
| Planned Solutions, Inc. | 2,414 | $1.88M | 0.72% | −156−6.1% | Reduced |
| Pasadena Private Wealth, LLC | 2,410 | $1.88M | 0.32% | +1,624+206.6% | Added |
| Washburn Capital Management, Inc. | 2,407 | $1.88M | 1.10% | −187−7.2% | Reduced |
| Nadler Financial Group, Inc. | 2,407 | $1.88M | 0.19% | −105−4.2% | Reduced |
| Omnia Family Wealth, LLC | 2,405 | $1.88M | 0.68% | +144+6.4% | Added |
| Polar Asset Management Partners Inc. | 2,400 | $1.87M | 0.05% | +2,400 | New |
| Lyell Wealth Management, LP | 2,391 | $1.86M | 0.15% | −54−2.2% | Reduced |
| Fourth Dimension Wealth, LLC | 2,386 | $1.86M | 0.79% | +808+51.2% | Added |
| NorthStar Asset Management LLC | 2,383 | $1.86M | 0.98% | +199+9.1% | Added |
| Avanza Fonder AB | 2,381 | $1.86M | 0.05% | −6−0.3% | Reduced |
| Woodard & Co Asset Management Group Inc | 2,378 | $1.85M | 0.34% | +114+5.0% | Added |
| Cypress Wealth Services, LLC | 2,377 | $1.85M | 0.33% | +97+4.3% | Added |
| Liberty Capital Management, Inc. | 2,373 | $1.85M | 0.37% | −2−0.1% | Reduced |
| Oak Harbor Wealth Partners, LLC | 2,372 | $1.85M | 0.50% | +569+31.6% | Added |
| Aspire Private Capital, LLC | 2,367 | $1.85M | 0.43% | +71+3.1% | Added |
| Iyo Bank, Ltd. | 2,366 | $1.84M | 0.75% | 00.0% | Unchanged |
| Coastal Bridge Advisors, LLC | 2,364 | $1.84M | 0.15% | +200+9.2% | Added |
| Thompson Siegel & Walmsley LLC | 2,361 | $1.84M | 0.03% | −111−4.5% | Reduced |
| Legacy CG, LLC | 2,358 | $1.84M | 0.55% | −4,637−66.3% | Reduced |
| Burt Wealth Advisors | 2,356 | $1.84M | 0.42% | −57−2.4% | Reduced |
| Westmount Partners, LLC | 2,355 | $1.84M | 0.50% | +211+9.8% | Added |
| Retirement Guys Formula LLC | 2,354 | $1.84M | 0.70% | +401+20.5% | Added |
| Fischer Financial Services, Inc. | 2,351 | $1.83M | 0.54% | −8−0.3% | Reduced |
| Harvest Investment Services, LLC | 2,345 | $1.83M | 0.41% | −103−4.2% | Reduced |
| Cunning Capital Partners, LP | 2,342 | $1.83M | 0.95% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 2,363 | $1.82M | 0.16% | +563+31.3% | Added |
| Cromwell Holdings LLC | 2,338 | $1.82M | 1.11% | 00.0% | Unchanged |
| Hilltop Partners LLC | 2,330 | $1.82M | 0.55% | +597+34.4% | Added |