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, Q1 2026
Institutional positions in Eli Lilly & Co as of Mar 31, 2026. 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
- 4,391
- +12 vs. Q4 2025
- Shares held
- 776.4M
- +84.0M (+12.1%) vs. Q4 2025
- Total value
- $712.9B
- −$25.8B (−3.5%) vs. Q4 2025
- New holders
- 240
- 1,954 more added
- Sold out
- 228
- 1,705 more reduced
73 institutions that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2026
Shares, value and share of portfolio for each institution holding Eli Lilly & Co; share changes are against Q4 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Octavia Wealth Advisors, LLC | 656 | $603.5K | 0.06% | −96−12.8% | Reduced |
| Carmel Capital Partners, LLC | 657 | $604.3K | 0.22% | +11+1.7% | Added |
| Navigate Wealth Management, LLC | 670 | $605.5K | 0.43% | +670 | New |
| Leeward Financial Partners, LLC | 659 | $606.1K | 0.18% | −198−23.1% | Reduced |
| Alliance Wealth Advisors, LLC | 660 | $607.0K | 0.29% | −18−2.7% | Reduced |
| Potomac Fund Management Inc | 661 | $607.7K | 0.02% | −3−0.5% | Reduced |
| Delta Asset Management LLC | 661 | $608.0K | 0.06% | 00.0% | Unchanged |
| Golden Reserve Retirement LLC | 664 | $610.7K | 0.13% | −610−47.9% | Reduced |
| Wharton Business Group, LLC | 665 | $611.6K | 0.02% | 00.0% | Unchanged |
| Advantage Trust Co | 665 | $611.6K | 0.27% | 00.0% | Unchanged |
| Shoker Investment Counsel, Inc. | 665 | $611.9K | 0.18% | 00.0% | Unchanged |
| Swan Global Investments, LLC | 666 | $612.6K | 0.03% | +23+3.6% | Added |
| Sutton Place Investors LLC | 666 | $612.6K | 0.34% | +106+18.9% | Added |
| Bennett Associates Wealth Management | 666 | $612.6K | 0.41% | +224+50.7% | Added |
| BNB Wealth Management, LLC | 666 | $613.1K | 0.39% | −100−13.1% | Reduced |
| Drake & Associates, LLC | 667 | $613.6K | 0.12% | −129−16.2% | Reduced |
| Barnes Dennig Private Wealth Management LLC | 668 | $614.4K | 0.61% | −2−0.3% | Reduced |
| Wormser Freres Gestion | 654 | $614.7K | 0.44% | −23−3.4% | Reduced |
| West Bancorporation Inc | 670 | $616.2K | 0.31% | −44−6.2% | Reduced |
| Corient IA LLC | 670 | $616.2K | 0.58% | +480+252.6% | Added |
| Walker Asset Management, LLC | 670 | $616.6K | 0.33% | +12+1.8% | Added |
| Evanson Asset Management, LLC | 671 | $617.2K | 0.03% | −20−2.9% | Reduced |
| Northstar Advisory Group, LLC | 672 | $618.1K | 0.24% | −4,006−85.6% | Reduced |
| Ehrenkranz Partners L.P. | 672 | $618.1K | 0.49% | −29−4.1% | Reduced |
| WESPAC Advisors SoCal, LLC | 673 | $619.0K | 0.13% | −2−0.3% | Reduced |
| Caliber Wealth Management, LLC | 674 | $619.9K | 0.07% | +84+14.2% | Added |
| Pinnacle Family Advisors, LLC | 675 | $620.5K | 0.29% | +675 | New |
| Encompass Wealth Advisors, LLC | 676 | $621.3K | 0.22% | −19−2.7% | Reduced |
| Everest Management Corp. | 676 | $621.8K | 0.31% | +251+59.1% | Added |
| MEMBERS Trust Co | 677 | $622.7K | 0.02% | −5−0.7% | Reduced |
| Harrell Investment Partners, LLC | 677 | $622.8K | 0.15% | +25+3.8% | Added |
| Dunhill Financial, LLC | 677 | $623.1K | 0.15% | +135+24.9% | Added |
| McDonald Partners LLC | 678 | $623.6K | 0.15% | 00.0% | Unchanged |
| Birch Hill Investment Advisors LLC | 678 | $623.6K | 0.03% | +64+10.4% | Added |
| Duncker Streett & Co Inc | 679 | $624.2K | 0.12% | −11−1.6% | Reduced |
| Breakthru Advisory Services, LLC | 680 | $625.4K | 1.00% | −32−4.5% | Reduced |
| Karpus Management, Inc. | 680 | $625.4K | 0.02% | 00.0% | Unchanged |
| Roberts Wealth Advisors, LLC | 680 | $625.7K | 0.16% | +680 | New |
| Sbe LLC Dba Cedar Cove Wealth Partners | 683 | $628.0K | 0.33% | +370+118.2% | Added |
| GR Financial Group, LLC | 683 | $628.1K | 0.21% | +116+20.5% | Added |
| Powell Investment Advisors, LLC | 683 | $628.2K | 0.22% | 00.0% | Unchanged |
| Sentinel Pension Advisors Inc | 683 | $628.2K | 0.09% | +8+1.2% | Added |
| Alpha Financial Partners, LLC | 687 | $632.2K | 0.37% | +76+12.4% | Added |
| StoryOne LLC | 0 | $632.8K | 0.36% | 0 | Unchanged |
| BridgePort Financial Solutions, LLC | 689 | $633.3K | 0.18% | +27+4.1% | Added |
| Proffitt & Goodson Inc | 689 | $633.7K | 0.10% | −11−1.6% | Reduced |
| 1015 Capital Partners, LLC | 689 | $633.7K | 0.62% | +17+2.5% | Added |
| Client First Capital LLC | 690 | $634.6K | 0.28% | 00.0% | Unchanged |
| Cape Ann Savings Bank | 692 | $636.5K | 0.32% | +23+3.4% | Added |
| NewSquare Capital LLC | 694 | $638.3K | 0.06% | −20−2.8% | Reduced |
| Castleview Partners, LLC | 695 | $639.2K | 0.33% | −107−13.3% | Reduced |
| Legacy Wealth Advisors, LLC | 696 | $640.2K | 0.33% | +100+16.8% | Added |
| Brandywine Managers, LLC | 697 | $641.1K | 0.38% | 00.0% | Unchanged |
| 17 Capital Partners, LLC | 698 | $642.0K | 0.33% | +505+261.7% | Added |
| Beacon Financial Advisory LLC | 699 | $642.6K | 0.15% | +60+9.4% | Added |
| Hoertkorn Richard Charles | 700 | $643.8K | 0.53% | 00.0% | Unchanged |
| Chapman Financial Group, LLC | 700 | $643.8K | 0.46% | +10+1.4% | Added |
| Burk Holdings LLC | 700 | $643.8K | 0.28% | +68+10.8% | Added |
| Commons Capital, LLC | 702 | $646.0K | 0.54% | +55+8.5% | Added |
| Terril Brothers, Inc. | 703 | $646.6K | 0.18% | 00.0% | Unchanged |
| Pekin Hardy Strauss, Inc. | 704 | $647.5K | 0.07% | +23+3.4% | Added |
| PKS Advisory Services, LLC | 706 | $647.6K | 0.15% | +58+9.0% | Added |
| Seaside Wealth Management, Inc. | 705 | $648.4K | 0.18% | +7+1.0% | Added |
| Meadowbrook Advisors Group, LLC | 709 | $652.1K | 0.39% | −2−0.3% | Reduced |
| Sidoxia Capital Management, LLC | 709 | $652.1K | 0.56% | +709 | New |
| Aberdeen Wealth Management LLC | 711 | $654.0K | 0.30% | 00.0% | Unchanged |
| Gentry Private Wealth, LLC | 711 | $654.0K | 0.39% | +221+45.1% | Added |
| Chemistry Wealth Management LLC | 714 | $656.7K | 0.12% | −23−3.1% | Reduced |
| Signature Wealth Management Group | 715 | $657.6K | 0.25% | 00.0% | Unchanged |
| Cherrydale Wealth Management, LLC | 716 | $658.3K | 0.20% | −16−2.2% | Reduced |
| Tuttle Tactical Management | 716 | $658.6K | 1.08% | 00.0% | Unchanged |
| Richardson Financial Services Inc. | 716 | $658.6K | 0.41% | +22+3.2% | Added |
| GFG Capital, LLC | 717 | $659.5K | 0.21% | +624+671.0% | Added |
| OneAscent Family Office, LLC | 717 | $659.8K | 0.46% | +82+12.9% | Added |
| Ameriflex Group, Inc. | 718 | $660.3K | 0.33% | −130−15.3% | Reduced |
| Taylor Hoffman Capital Management LLC | 719 | $661.3K | 0.20% | 00.0% | Unchanged |
| Seven Fleet Capital Management LP | 720 | $662.2K | 0.21% | +720 | New |
| CJM Wealth Advisers, Ltd. | 721 | $663.1K | 0.20% | +14+2.0% | Added |
| Atlanta Consulting Group Advisors, LLC | 721 | $663.2K | 0.14% | −86−10.7% | Reduced |
| Anchor Capital Advisors LLC | 721 | $663.2K | 0.02% | 00.0% | Unchanged |
| Tripletail Wealth Management, LLC | 710 | $664.3K | 0.91% | −52−6.8% | Reduced |
| MPS Loria Financial Planners, LLC | 723 | $665.2K | 0.18% | +1+0.1% | Added |
| Vestia Personal Wealth Advisors | 726 | $667.9K | 0.31% | +12+1.7% | Added |
| Avion Wealth | 727 | $668.0K | 0.14% | −18−2.4% | Reduced |
| Sfam, LLC | 727 | $668.7K | 0.62% | 00.0% | Unchanged |
| Game Plan Financial Advisors, LLC | 727 | $668.7K | 0.30% | 00.0% | Unchanged |
| ProCore Advisors, LLC | 728 | $669.7K | 1.03% | −56−7.1% | Reduced |
| Members Wealth LLC | 728 | $670.5K | 0.40% | −21−2.8% | Reduced |
| Winthrop Partners - WNY, LLC | 729 | $670.5K | 0.36% | +130+21.7% | Added |
| Passive Capital Management, LLC. | 730 | $671.4K | 0.20% | +20+2.8% | Added |
| Sage Capital Management, LLC | 730 | $672.6K | 0.32% | +1+0.1% | Added |
| Sendero Wealth Management, LLC | 732 | $673.1K | 0.07% | −53−6.8% | Reduced |
| South Plains Financial, Inc. | 732 | $673.2K | 0.39% | +212+40.8% | Added |
| Vertrix Wealth Management, LLC | 733 | $674.2K | 0.25% | +733 | New |
| Scarborough Advisors, LLC | 733 | $674.3K | 0.07% | +733 | New |
| Journey Retirement Planning & Investment Management LLC | 733 | $674.5K | 0.59% | −2,403−76.6% | Reduced |
| Wealth Effects LLC | 734 | $675.0K | 0.24% | −84−10.3% | Reduced |
| Pennington Partners & Co., LLC | 734 | $675.1K | 0.23% | +479+187.8% | Added |
| Holistic Planning, LLC | 738 | $678.7K | 0.14% | +60+8.8% | Added |
| Security National Bank of So Dak | 738 | $678.8K | 0.33% | 00.0% | Unchanged |