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 $942.7B 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 | $942.7B |
| Q1 2026 | 4,391 | $712.9B |
| Q4 2025 | 4,452 | $843.2B |
| Q3 2025 | 3,904 | $583.5B |
| Q2 2025 | 3,914 | $610.1B |
| Q1 2025 | 3,928 | $688.4B |
| Q4 2024 | 3,913 | $602.9B |
| Q3 2024 | 3,666 | $687.4B |
| Q2 2024 | 3,571 | $707.0B |
| Q1 2024 | 3,465 | $607.2B |
| Q4 2023 | 3,276 | $457.2B |
| Q3 2023 | 2,978 | $421.9B |
| Q2 2023 | 2,818 | $366.7B |
| Q1 2023 | 2,619 | $269.7B |
| Q4 2022 | 2,672 | $288.4B |
| Q3 2022 | 2,489 | $256.1B |
| Q2 2022 | 2,450 | $255.6B |
| Q1 2022 | 2,349 | $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 |
|---|---|---|---|---|---|
| Legacy Trust | 1,024 | $798.2K | 0.20% | −133−11.5% | Reduced |
| Avantra Family Wealth, Inc. | 1,022 | $796.7K | 0.66% | −241−19.1% | Reduced |
| Emerald Advisors, LLC | 1,021 | $796.0K | 0.10% | +386+60.8% | Added |
| Alexander Labrunerie & Co., Inc. | 1,021 | $795.9K | 0.33% | +11+1.1% | Added |
| Drucker Wealth 3.0, LLC | 1,010 | $795.2K | 0.15% | +272+36.9% | Added |
| Aletheian Wealth Advisors LLC | 1,020 | $795.1K | 0.39% | −101−9.0% | Reduced |
| Long Island Wealth Management, Inc. | 1,020 | $795.1K | 0.41% | −5−0.5% | Reduced |
| Donald L. Hagan, LLC | 1,020 | $795.1K | 0.40% | 00.0% | Unchanged |
| Aspen Investment Management Inc | 1,017 | $793.0K | 0.33% | +44+4.5% | Added |
| Copperleaf Capital, LLC | 1,016 | $792.0K | 0.40% | +75+8.0% | Added |
| Curat Global, LLC | 1,015 | $790.9K | 0.76% | 00.0% | Unchanged |
| Dogwood Wealth Management LLC | 1,016 | $790.2K | 0.39% | +61+6.4% | Added |
| Financial Partners Group, Inc | 1,012 | $789.2K | 0.11% | +9+0.9% | Added |
| Eads & Heald Wealth Management | 1,013 | $789.0K | 0.39% | −59−5.5% | Reduced |
| WJ Wealth Management, LLC | 1,012 | $788.9K | 0.25% | 00.0% | Unchanged |
| Partners Capital Investment Group, LLP | 1,012 | $788.8K | 0.03% | −1,008−49.9% | Reduced |
| Jackson Hole Capital Partners, LLC | 1,011 | $787.7K | 0.14% | −45−4.3% | Reduced |
| Tilia Fiduciary Partners, Inc. | 1,006 | $784.5K | 0.48% | 00.0% | Unchanged |
| BankPlus Wealth Management LLC | 1,006 | $784.2K | 0.52% | +25+2.5% | Added |
| Atwater Malick LLC | 1,005 | $783.5K | 0.25% | 00.0% | Unchanged |
| Summit Wealth & Retirement Planning, Inc. | 1,004 | $782.6K | 0.21% | +406+67.9% | Added |
| Allred Capital Management, LLC | 1,000 | $780.1K | 0.29% | −51−4.9% | Reduced |
| Promethium Advisors,llc | 1,000 | $779.5K | 0.47% | 00.0% | Unchanged |
| Capital Insight Partners, LLC | 999 | $778.8K | 0.14% | −19−1.9% | Reduced |
| Bingham Private Wealth, LLC | 998 | $778.0K | 0.74% | +8+0.8% | Added |
| Grey Fox Wealth Advisors, LLC | 997 | $777.3K | 0.19% | 00.0% | Unchanged |
| Wayfinding Financial, LLC | 1,011 | $777.0K | 0.35% | −36−3.4% | Reduced |
| Palumbo Wealth Management LLC | 993 | $773.7K | 0.24% | +496+99.8% | Added |
| Flynn Zito Capital Management, LLC | 991 | $772.9K | 0.33% | +647+188.1% | Added |
| Prudent Man Advisors, LLC | 985 | $767.8K | 0.24% | +217+28.3% | Added |
| Falcon Wealth Planning | 984 | $767.1K | 0.08% | +16+1.7% | Added |
| Stony Point Wealth Management Inc. | 980 | $763.6K | 0.32% | −133−11.9% | Reduced |
| Financial Management Professionals, Inc. | 979 | $763.2K | 0.09% | +5+0.5% | Added |
| Reliant Investment Management, LLC | 979 | $763.2K | 0.33% | −22−2.2% | Reduced |
| O'Brien Greene & Co. Inc | 979 | $763.2K | 0.25% | −3−0.3% | Reduced |
| Signature Wealth Management Partners, LLC | 978 | $762.7K | 0.44% | +197+25.2% | Added |
| Stonebridge Financial Group, LLC | 978 | $762.4K | 0.07% | +7+0.7% | Added |
| Morris Retirement Advisors, LLC | 974 | $759.6K | 0.36% | +109+12.6% | Added |
| ProVise Management Group, LLC | 974 | $759.3K | 0.06% | +6+0.6% | Added |
| Accel Wealth Management | 971 | $757.2K | 0.25% | −15−1.5% | Reduced |
| Total Clarity Wealth Management, Inc. | 969 | $755.6K | 0.22% | +36+3.9% | Added |
| Talisman Wealth Advisors LLC | 967 | $753.6K | 0.69% | −37−3.7% | Reduced |
| Regatta Capital Group, LLC | 966 | $753.2K | 0.13% | +47+5.1% | Added |
| Cavalier Investments, LLC | 966 | $753.0K | 0.23% | 00.0% | Unchanged |
| BOK Financial Private Wealth, Inc. | 966 | $753.0K | 0.05% | +406+72.5% | Added |
| Tarbox Family Office, Inc. | 965 | $752.4K | 0.11% | +1+0.1% | Added |
| National Philanthropic Trust | 965 | $752.2K | 0.01% | −337−25.9% | Reduced |
| ABLE Financial Group, LLC | 965 | $752.2K | 0.18% | −32−3.2% | Reduced |
| Tranquility Partners, LLC | 962 | $749.9K | 0.27% | −8−0.8% | Reduced |
| New World Advisors LLC | 961 | $749.1K | 0.16% | −117−10.9% | Reduced |
| Widmann Financial Services, Inc. | 961 | $749.1K | 0.52% | +5+0.5% | Added |
| Nebula Research & Development LLC | 961 | $749.1K | 0.06% | +961 | New |
| M. Kraus & Co | 960 | $748.3K | 0.22% | −25−2.5% | Reduced |
| Golden State Wealth Management, LLC | 958 | $747.5K | 0.09% | −61−6.0% | Reduced |
| Foster & Motley Inc | 958 | $747.0K | 0.04% | +68+7.6% | Added |
| Ariadne Wealth Management, LP | 1,130 | $746.2K | 0.36% | −93−7.6% | Reduced |
| Plotkin Financial Advisors, LLC | 954 | $743.7K | 0.41% | 00.0% | Unchanged |
| Colonial River Wealth Management, LLC | 940 | $743.2K | 0.32% | +52+5.9% | Added |
| Tandem Wealth Advisors LLC | 952 | $742.1K | 0.37% | −32−3.3% | Reduced |
| CoreFirst Bank & Trust | 950 | $740.6K | 0.42% | 00.0% | Unchanged |
| Barlow Wealth Partners, Inc. | 949 | $739.5K | 0.09% | −20,416−95.6% | Reduced |
| Hemington Wealth Management | 946 | $737.0K | 0.11% | −39−4.0% | Reduced |
| von Borstel & Associates, Inc. | 958 | $736.0K | 0.19% | +9+0.9% | Added |
| Altiora Financial Group, LLC | 944 | $735.9K | 0.14% | 00.0% | Unchanged |
| Garrett Wealth Advisory Group, LLC | 942 | $734.3K | 0.16% | −5−0.5% | Reduced |
| Ramirez Asset Management, Inc. | 942 | $734.3K | 0.11% | 00.0% | Unchanged |
| Mount Vernon Associates Inc | 940 | $733.0K | 0.53% | 00.0% | Unchanged |
| McRae Capital Management Inc | 936 | $729.6K | 0.15% | −105−10.1% | Reduced |
| Petix & Botte Co | 936 | $729.6K | 0.18% | 00.0% | Unchanged |
| My Legacy Advisors, LLC | 922 | $729.0K | 0.26% | +364+65.2% | Added |
| American Trust Investment Advisors, LLC | 933 | $727.3K | 0.37% | −17−1.8% | Reduced |
| Motive Wealth Advisors | 932 | $726.5K | 0.33% | +87+10.3% | Added |
| PKS Advisory Services, LLC | 932 | $726.2K | 0.18% | +326+53.8% | Added |
| RFP Financial Group LLC | 931 | $726.0K | 0.30% | 00.0% | Unchanged |
| Centurion Wealth Management LLC | 928 | $723.4K | 0.21% | −52−5.3% | Reduced |
| Baron Silver Stevens Financial Advisors, LLC | 927 | $722.5K | 0.12% | +49+5.6% | Added |
| Zuckerman Investment Group, LLC | 927 | $722.4K | 0.07% | +27+3.0% | Added |
| First Financial Bankshares Inc | 926 | $721.8K | 0.02% | +45+5.1% | Added |
| Sunburst Financial Group, LLC | 926 | $721.5K | 0.16% | +51+5.8% | Added |
| Eaton Financial Holdings Company, LLC | 925 | $721.0K | 0.22% | +925 | New |
| Alhambra Investment Partners LLC | 924 | $720.3K | 0.36% | +445+92.9% | Added |
| EdgeRock Capital LLC | 917 | $714.3K | 0.23% | +917 | New |
| First United Bank Trust | 916 | $714.0K | 0.25% | −10−1.1% | Reduced |
| Y.D. More Investments Ltd | 975 | $713.4K | 0.05% | +27+2.8% | Added |
| Centerline Wealth Advisors, LLC | 915 | $713.3K | 0.35% | −4−0.4% | Reduced |
| Values Added Financial LLC | 914 | $712.5K | 0.35% | +28+3.2% | Added |
| Kraematon Investment Advisors, Inc | 913 | $711.5K | 0.67% | −141−13.4% | Reduced |
| Benchmark Financial Wealth Advisors, LLC | 912 | $711.0K | 0.24% | +27+3.1% | Added |
| Northstar Asset Management LLC | 910 | $709.4K | 0.16% | +15+1.7% | Added |
| Christopher J. Hasenberg, Inc | 909 | $708.6K | 0.26% | +39+4.5% | Added |
| Ryan Investment Management, Inc. | 909 | $708.6K | 0.45% | +909 | New |
| Florida Financial Advisors, LLC | 909 | $708.2K | 0.23% | +33+3.8% | Added |
| GW Henssler & Associates Ltd | 908 | $707.8K | 0.04% | −75−7.6% | Reduced |
| Wedgewood Investors Inc | 908 | $707.8K | 0.82% | 00.0% | Unchanged |
| Legacy Edge Advisors, LLC | 903 | $703.9K | 0.09% | +14+1.6% | Added |
| Smith Thornton Advisors LLC | 901 | $702.5K | 0.40% | +70+8.4% | Added |
| Commonwealth Financial Services, LLC | 901 | $702.3K | 0.14% | −7−0.8% | Reduced |
| Claris Financial LLC | 901 | $702.2K | 0.53% | −23−2.5% | Reduced |
| Drake & Associates, LLC | 900 | $701.9K | 0.17% | +54+6.4% | Added |
| Patton Albertson Miller Group, LLC | 900 | $701.6K | 0.09% | −10−1.1% | Reduced |