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 |
|---|---|---|---|---|---|
| Harbor Advisors LLC | 900 | $701.6K | 0.11% | 00.0% | Unchanged |
| Perbak Capital Partners LLP | 899 | $700.8K | 0.16% | +899 | New |
| Mayport, LLC | 899 | $700.5K | 0.17% | +7+0.8% | Added |
| Legacy Capital Wealth Partners, LLC | 898 | $700.2K | 0.16% | −203−18.4% | Reduced |
| Roehl & Yi Investment Advisors, LLC | 898 | $700.1K | 0.36% | −11−1.2% | Reduced |
| Baltimore-Washington Financial Advisors, Inc. | 898 | $700.0K | 0.03% | +49+5.8% | Added |
| Howe & Rusling Inc | 895 | $697.8K | 0.05% | +469+110.1% | Added |
| Laidlaw Wealth Management LLC | 895 | $697.7K | 2.01% | −1−0.1% | Reduced |
| Trust Co of the South | 895 | $697.7K | 0.12% | 00.0% | Unchanged |
| Hartford Financial Management Inc. | 894 | $697.1K | 0.19% | −14,000−94.0% | Reduced |
| Walkner Condon Financial Advisors LLC | 894 | $697.0K | 0.13% | +19+2.2% | Added |
| YANKCOM Partnership | 894 | $696.9K | 0.34% | +5+0.6% | Added |
| Horizon Financial Services, LLC | 891 | $694.6K | 0.37% | 00.0% | Unchanged |
| Kings Path Partners LLC | 891 | $694.6K | 0.28% | +891 | New |
| Legato Capital Management LLC | 888 | $692.2K | 0.08% | −566−38.9% | Reduced |
| Councilmark Asset Management, LLC | 887 | $691.4K | 0.44% | 00.0% | Unchanged |
| eCIO, Inc. | 886 | $690.8K | 0.29% | 00.0% | Unchanged |
| BIP Wealth, LLC | 885 | $690.0K | 0.04% | −120−11.9% | Reduced |
| Ridgecrest Wealth Partners, LLC | 884 | $689.1K | 0.36% | −27−3.0% | Reduced |
| Twin Peaks Wealth Advisors, LLC | 1,078 | $689.1K | 0.22% | +250+30.2% | Added |
| Willner & Heller, LLC | 884 | $689.0K | 0.58% | +30+3.5% | Added |
| Mason & Associates Inc | 883 | $688.3K | 0.16% | 00.0% | Unchanged |
| Avalon Trust Co | 881 | $686.8K | 0.05% | 00.0% | Unchanged |
| David J Yvars Group | 880 | $686.1K | 0.40% | −105−10.7% | Reduced |
| Consilio Wealth Advisors, LLC | 882 | $684.0K | 0.24% | −11−1.2% | Reduced |
| Cambridge Financial Group, LLC | 876 | $682.9K | 0.26% | −263−23.1% | Reduced |
| Culbertson A N & Co Inc | 876 | $682.9K | 0.10% | +123+16.3% | Added |
| Caliber Wealth Management, LLC | 876 | $682.9K | 0.07% | +169+23.9% | Added |
| Advantage Trust Co | 876 | $682.9K | 0.34% | +186+27.0% | Added |
| WMG Financial Advisors, LLC | 872 | $679.8K | 0.25% | −87−9.1% | Reduced |
| Prudent Investors Network | 872 | $679.8K | 0.18% | −13−1.5% | Reduced |
| Dean Investment Associates, LLC | 870 | $678.2K | 0.10% | 00.0% | Unchanged |
| Morton Capital Management LLC | 870 | $677.9K | 0.12% | +114+15.1% | Added |
| Graybill Bartz & Assoc Ltd | 868 | $676.6K | 0.22% | −2−0.2% | Reduced |
| Hollencrest Capital Management | 867 | $675.9K | 0.03% | −411−32.2% | Reduced |
| Investment Advisory Group, LLC | 867 | $675.5K | 0.20% | +21+2.5% | Added |
| Strait & Sound Wealth Management LLC | 866 | $675.0K | 0.29% | −65−7.0% | Reduced |
| Sherman Asset Management, Inc. | 865 | $674.6K | 0.60% | 00.0% | Unchanged |
| Portland Investment Counsel Inc. | 865 | $674.3K | 0.20% | 00.0% | Unchanged |
| WFA of San Diego, LLC | 865 | $674.3K | 0.50% | +865 | New |
| Burns Matteson Capital Management, LLC | 862 | $672.2K | 0.32% | −25−2.8% | Reduced |
| Greenfield Savings Bank | 861 | $671.2K | 0.30% | +4+0.5% | Added |
| McNaughton Wealth Management, LLC | 860 | $670.4K | 0.30% | −12−1.4% | Reduced |
| Leslie Global Wealth, LLC | 860 | $670.4K | 0.36% | +509+145.0% | Added |
| Coastal Investment Advisors, Inc. | 858 | $669.1K | 0.26% | −32−3.6% | Reduced |
| PrairieView Partners, LLC | 856 | $667.0K | 0.06% | 00.0% | Unchanged |
| Knights of Columbus Asset Advisors LLC | 852 | $664.2K | 0.04% | −18−2.1% | Reduced |
| GFS Advisors, LLC | 852 | $664.0K | 0.09% | +207+32.1% | Added |
| Menard Financial Group LLC | 851 | $663.4K | 0.39% | −30−3.4% | Reduced |
| Northwest Wealth Management, LLC | 851 | $663.4K | 0.12% | −373−30.5% | Reduced |
| City Center Advisors, LLC | 850 | $662.7K | 0.71% | +25+3.0% | Added |
| Acorn Creek Capital LLC | 849 | $662.1K | 0.27% | −43−4.8% | Reduced |
| Main Line Retirement Advisors, LLC | 849 | $661.9K | 0.38% | +21+2.5% | Added |
| Tactive Advisors, LLC | 849 | $661.8K | 0.21% | +849 | New |
| MBE Wealth Management, LLC | 847 | $660.3K | 0.29% | +23+2.8% | Added |
| GEM Asset Management, LLC | 854 | $660.1K | 0.34% | −57−6.3% | Reduced |
| Fiduciary Financial Group, LLC | 849 | $659.1K | 0.12% | +61+7.7% | Added |
| HMV Wealth Advisors, LLC | 845 | $658.7K | 0.43% | −759−47.3% | Reduced |
| PFW Advisors LLC | 845 | $658.7K | 0.20% | −10−1.2% | Reduced |
| Greenwood Gearhart Inc | 845 | $658.7K | 0.04% | −7−0.8% | Reduced |
| Mountain Pacific Investment Advisers Inc | 844 | $657.9K | 0.05% | +489+137.7% | Added |
| Fountainhead AM, LLC | 842 | $656.6K | 0.10% | −1−0.1% | Reduced |
| Sulzberger Capital Advisors, Inc. | 842 | $656.4K | 0.77% | −72−7.9% | Reduced |
| Liberty Square Wealth Partners LLC | 840 | $654.8K | 0.23% | +114+15.7% | Added |
| Concentric Capital Strategies, LP | 840 | $654.8K | 0.04% | +840 | New |
| Peterson Wealth Advisors, LLC | 839 | $653.9K | 0.11% | +35+4.4% | Added |
| Detalus Advisors, LLC | 838 | $653.5K | 0.19% | −7−0.8% | Reduced |
| JPL Wealth Management, LLC | 838 | $653.4K | 0.18% | −80−8.7% | Reduced |
| Trueblood Wealth Management, LLC | 838 | $653.4K | 0.27% | +7+0.8% | Added |
| Convergence Investment Partners, LLC | 838 | $653.3K | 0.17% | −82−8.9% | Reduced |
| Security National Bank of So Dak | 837 | $652.5K | 0.36% | −79−8.6% | Reduced |
| Embree Financial Group | 836 | $651.5K | 0.10% | +126+17.7% | Added |
| Encompass Wealth Advisors, LLC | 835 | $650.7K | 0.24% | −86−9.3% | Reduced |
| TCFG Wealth Management, LLC | 830 | $647.1K | 0.29% | +175+26.7% | Added |
| Park Place Capital Corp | 833 | $646.3K | 0.15% | −954−53.4% | Reduced |
| Goldstream Capital Management Ltd | 829 | $646.2K | 0.28% | 00.0% | Unchanged |
| Castleview Partners, LLC | 828 | $645.5K | 0.41% | +78+10.4% | Added |
| Resurgent Financial Advisors LLC | 822 | $640.9K | 0.35% | +98+13.5% | Added |
| Cardiff Park Advisors, LLC | 821 | $640.0K | 0.06% | 00.0% | Unchanged |
| Centricity Wealth Management, LLC | 820 | $639.2K | 0.51% | −3−0.4% | Reduced |
| Twelve Points Wealth Management LLC | 819 | $638.4K | 0.17% | +12+1.5% | Added |
| one8zero8, LLC | 818 | $637.7K | 0.15% | −24−2.9% | Reduced |
| Independent Solutions Wealth Management, LLC | 814 | $634.5K | 0.12% | −67−7.6% | Reduced |
| Diamant Asset Management, Inc. | 814 | $634.5K | 0.48% | 00.0% | Unchanged |
| WT Wealth Management | 814 | $634.5K | 0.19% | +14+1.8% | Added |
| Buckley Wealth Management, LLC | 812 | $633.0K | 0.19% | +209+34.7% | Added |
| Beacon Financial Strategies CORP | 810 | $631.3K | 0.40% | −40−4.7% | Reduced |
| QTR Family Wealth, LLC | 810 | $631.2K | 0.39% | +69+9.3% | Added |
| Nexus Investment Management ULC | 809 | $630.6K | 0.09% | 00.0% | Unchanged |
| United Advisor Group, LLC | 806 | $628.5K | 0.11% | +261+47.9% | Added |
| IFG Advisors, LLC | 805 | $627.5K | 0.11% | +1+0.1% | Added |
| PAX Financial Group, LLC | 804 | $626.7K | 0.12% | −293−26.7% | Reduced |
| Avaii Wealth Management, LLC | 802 | $625.0K | 0.28% | +1+0.1% | Added |
| RWM Asset Management, LLC | 801 | $624.4K | 0.08% | +801 | New |
| Riverstone Advisors, LLC | 800 | $623.6K | 0.34% | −155−16.2% | Reduced |
| HORAN Wealth, LLC | 800 | $623.6K | 0.19% | +800 | New |
| Legacy Financial Strategies, LLC | 799 | $623.2K | 0.12% | +71+9.8% | Added |
| Consolidated Planning Corp | 797 | $621.3K | 0.08% | −296−27.1% | Reduced |
| Gallacher Capital Management LLC | 796 | $620.7K | 0.29% | +317+66.2% | Added |
| Virtue Capital Management, LLC | 796 | $620.5K | 0.11% | +75+10.4% | Added |