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 |
|---|---|---|---|---|---|
| Cacti Asset Management LLC | 800 | $620.4K | 0.05% | 00.0% | Unchanged |
| Sovereign Financial Group, Inc. | 793 | $618.3K | 0.13% | +49+6.6% | Added |
| Aigen Investment Management, LP | 792 | $617.4K | 0.08% | +792 | New |
| C2C Wealth Management, LLC | 790 | $615.8K | 0.56% | 00.0% | Unchanged |
| Coign Capital Advisors LLC | 789 | $615.0K | 0.42% | +18+2.3% | Added |
| Titleist Asset Management, LLC | 789 | $615.0K | 0.06% | +258+48.6% | Added |
| Kinloch Capital, LLC | 789 | $614.9K | 0.29% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 786 | $612.7K | 0.07% | +27+3.6% | Added |
| Wulff, Hansen & Co. | 785 | $611.9K | 0.52% | 00.0% | Unchanged |
| Samalin Investment Counsel, LLC | 784 | $611.5K | 0.23% | −667−46.0% | Reduced |
| Sterling Financial Planning, Inc. | 784 | $611.3K | 0.20% | −14−1.8% | Reduced |
| Motiv8 Investments LLC | 783 | $610.6K | 0.37% | −3−0.4% | Reduced |
| GenTrust, LLC | 782 | $609.6K | 0.03% | −95−10.8% | Reduced |
| Truvestments Capital LLC | 782 | $609.4K | 0.12% | −98−11.1% | Reduced |
| Madison Wealth Partners, Inc | 781 | $609.0K | 0.13% | −86−9.9% | Reduced |
| Precision Wealth Strategies, LLC | 780 | $608.2K | 0.20% | +780 | New |
| SilverOak Wealth Management LLC | 779 | $607.3K | 0.11% | +147+23.3% | Added |
| Scott Capital Advisors, LLC | 771 | $606.8K | 0.16% | +76+10.9% | Added |
| Aberdeen Wealth Management LLC | 776 | $604.9K | 0.40% | 00.0% | Unchanged |
| Benin Management CORP | 775 | $604.1K | 0.16% | 00.0% | Unchanged |
| Summit Wealth Group LLC | 774 | $603.4K | 0.15% | +774 | New |
| Harel Insurance Investments & Financial Services Ltd. | 773 | $603.0K | 0.01% | +262+51.3% | Added |
| St. Louis Trust Co | 773 | $602.6K | 0.08% | 00.0% | Unchanged |
| Halter Ferguson Financial Inc. | 772 | $601.8K | 0.22% | −326−29.7% | Reduced |
| McDonough Capital Management, Inc | 771 | $601.1K | 0.34% | +27+3.6% | Added |
| Capital Investment Counsel, Inc | 771 | $601.0K | 0.08% | +89+13.0% | Added |
| Gladius Capital Management LP | 770 | $600.2K | 0.94% | −2,143−73.6% | Reduced |
| Sentinus, LLC | 768 | $598.8K | 0.15% | +52+7.3% | Added |
| Great Waters Wealth Management | 768 | $598.6K | 0.08% | −2−0.3% | Reduced |
| Richards, Merrill & Peterson, Inc. | 767 | $598.0K | 0.28% | +156+25.5% | Added |
| Anchor Capital Advisors LLC | 767 | $597.9K | 0.02% | 00.0% | Unchanged |
| B.O.S.S. Retirement Advisors, LLC | 766 | $597.2K | 0.15% | +105+15.9% | Added |
| Lodestar Private Asset Management LLC | 764 | $595.3K | 0.07% | −48−5.9% | Reduced |
| DT Investment Partners, LLC | 762 | $594.0K | 0.05% | 00.0% | Unchanged |
| Soundwatch Capital LLC | 489,331 | $593.2K | 0.13% | +489,331 | New |
| Duncker Streett & Co Inc | 761 | $593.2K | 0.11% | 00.0% | Unchanged |
| Demars Financial Group, LLC | 757 | $589.9K | 0.23% | −618,761−99.9% | Reduced |
| Armstrong, Fleming & Moore, Inc | 756 | $589.7K | 0.32% | +501+196.5% | Added |
| SOL Capital Management CO | 756 | $589.0K | 0.06% | 00.0% | Unchanged |
| Cherrydale Wealth Management, LLC | 755 | $588.4K | 0.20% | +20+2.7% | Added |
| Eagle Bay Advisors LLC | 755 | $588.4K | 0.49% | +23+3.1% | Added |
| Atlas Legacy Advisors, LLC | 754 | $587.8K | 0.13% | −17−2.2% | Reduced |
| Alpine Woods Capital Investors, LLC | 750 | $584.6K | 0.14% | 00.0% | Unchanged |
| Portland Global Advisors LLC | 750 | $584.6K | 0.07% | +6+0.8% | Added |
| TSFG, LLC | 749 | $584.0K | 0.11% | −17−2.2% | Reduced |
| GGM Financials LLC | 748 | $583.4K | 0.34% | +1+0.1% | Added |
| Owen LaRue, LLC | 745 | $581.0K | 0.25% | −2,548−77.4% | Reduced |
| Atala Financial Inc | 745 | $580.8K | 0.40% | 00.0% | Unchanged |
| McDaniel Terry & Co | 743 | $579.2K | 0.05% | −34−4.4% | Reduced |
| Barrett & Company, Inc. | 743 | $579.0K | 0.22% | +3+0.4% | Added |
| Almanack Investment Partners, LLC. | 739 | $576.4K | 0.09% | −280−27.5% | Reduced |
| Peoples Bank | 739 | $576.1K | 0.36% | −28−3.7% | Reduced |
| Atlanta Consulting Group Advisors, LLC | 737 | $574.5K | 0.16% | −5−0.7% | Reduced |
| MWA Asset Management | 738 | $573.7K | 0.35% | +366+98.4% | Added |
| Topsail Wealth Management, LLC | 735 | $573.0K | 0.10% | −41−5.3% | Reduced |
| Avion Wealth | 734 | $572.0K | 0.13% | +56+8.3% | Added |
| Key Financial Inc | 733 | $571.4K | 0.11% | −155−17.5% | Reduced |
| Main Management ETF Advisors, LLC | 733 | $571.0K | 0.02% | +12+1.7% | Added |
| Planning Alternatives Ltd | 732 | $570.6K | 0.08% | −148−16.8% | Reduced |
| Rise Advisors, LLC | 732 | $570.6K | 0.23% | +13+1.8% | Added |
| Masso Torrence Wealth Management Inc. | 730 | $569.0K | 0.26% | +16+2.2% | Added |
| Strategic Investment Solutions, Inc. | 729 | $568.6K | 0.17% | +51+7.5% | Added |
| Sage Capital Management, LLC | 729 | $567.8K | 0.27% | +2+0.3% | Added |
| Oxbow Advisors, LLC | 727 | $566.5K | 0.06% | −218−23.1% | Reduced |
| Firethorn Wealth Partners, LLC | 725 | $565.2K | 0.25% | −187−20.5% | Reduced |
| Revisor Wealth Management LLC | 714 | $564.6K | 0.20% | +72+11.2% | Added |
| SOA Wealth Advisors, LLC. | 17,781 | $563.7K | 0.11% | +6,430+56.6% | Added |
| J2 Capital Management Inc | 722 | $562.9K | 0.45% | +253+53.9% | Added |
| Montis Financial, LLC | 721 | $562.3K | 0.16% | 00.0% | Unchanged |
| Lynx Capital Group Ltd | 720 | $561.3K | 0.27% | 00.0% | Unchanged |
| CWS Financial Advisors, LLC | 719 | $560.8K | 0.16% | 00.0% | Unchanged |
| Taylor Hoffman Capital Management LLC | 719 | $560.5K | 0.19% | 00.0% | Unchanged |
| Brady Martz Wealth Solutions, LLC | 718 | $560.0K | 0.11% | −76−9.6% | Reduced |
| Wise Wealth Partners | 717 | $558.8K | 0.93% | +267+59.3% | Added |
| Signature Wealth Management Group | 715 | $557.4K | 0.22% | 00.0% | Unchanged |
| Walled Lake Planning & Wealth Management, LLC | 714 | $556.8K | 0.18% | 00.0% | Unchanged |
| Retirement Planning Group, LLC | 714 | $556.8K | 0.49% | +8+1.1% | Added |
| Mascoma Wealth Management LLC | 714 | $556.3K | 0.13% | 00.0% | Unchanged |
| Bank of New Hampshire | 711 | $554.2K | 0.14% | −10−1.4% | Reduced |
| Cardinal Point Capital Management, ULC | 711 | $554.2K | 0.04% | +294+70.5% | Added |
| Passive Capital Management, LLC. | 713 | $553.2K | 0.17% | 00.0% | Unchanged |
| WESPAC Advisors SoCal, LLC | 709 | $552.7K | 0.12% | −116−14.1% | Reduced |
| Next Level Private LLC | 709 | $552.7K | 0.18% | +2+0.3% | Added |
| Palo Alto Wealth Advisors, LLC | 708 | $551.6K | 0.21% | −4−0.6% | Reduced |
| DMG Group, LLC | 707 | $551.1K | 0.43% | −65−8.4% | Reduced |
| CJM Wealth Advisers, Ltd. | 707 | $551.0K | 0.18% | 00.0% | Unchanged |
| Reston Wealth Management LLC | 707 | $551.0K | 0.19% | +55+8.4% | Added |
| Acorn Wealth Advisors, LLC | 706 | $550.0K | 0.20% | +4+0.6% | Added |
| Vista Capital Partners, Inc. | 705 | $549.6K | 0.06% | +88+14.3% | Added |
| Parkwoods Wealth Partners, LLC | 703 | $548.0K | 0.32% | +86+13.9% | Added |
| Terril Brothers, Inc. | 703 | $548.0K | 0.21% | +53+8.2% | Added |
| Kaye Capital Management | 701 | $546.5K | 0.21% | +5+0.7% | Added |
| West Bancorporation Inc | 701 | $546.5K | 0.35% | +136+24.1% | Added |
| Focused Wealth Management, Inc | 700 | $545.7K | 0.07% | −141−16.8% | Reduced |
| Hall Laurie J Trustee | 700 | $545.7K | 0.18% | 00.0% | Unchanged |
| Hoertkorn Richard Charles | 700 | $545.7K | 0.23% | 00.0% | Unchanged |
| Palacios Wealth Management, LLC | 700 | $545.7K | 0.45% | −10,026−93.5% | Reduced |
| Proffitt & Goodson Inc | 700 | $545.7K | 0.08% | +667+2,021.2% | Added |
| Vestia Personal Wealth Advisors | 700 | $545.6K | 0.37% | +6+0.9% | Added |
| MPS Loria Financial Planners, LLC | 699 | $544.6K | 0.16% | +13+1.9% | Added |