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 |
|---|---|---|---|---|---|
| Vilga Financial Planning LLC | 738 | $678.8K | 0.61% | 00.0% | Unchanged |
| Capital Markets Trading UK LLP | 738 | $679.0K | 0.61% | +549+290.5% | Added |
| COFG Advisors, LLC | 739 | $679.5K | 0.17% | −7−0.9% | Reduced |
| Flatrock Wealth Partners LLC | 740 | $680.9K | 0.31% | −4−0.5% | Reduced |
| TSFG, LLC | 740 | $681.0K | 0.10% | +14+1.9% | Added |
| Next Level Private LLC | 741 | $681.8K | 0.15% | +18+2.5% | Added |
| Strategic Investment Solutions, Inc. | 745 | $684.5K | 0.17% | +3+0.4% | Added |
| Daner Wealth Management, LLC | 692 | $685.1K | 0.40% | −122−15.0% | Reduced |
| IMZ Advisory Inc | 747 | $686.7K | 0.26% | +7+0.9% | Added |
| Convergence Investment Partners, LLC | 747 | $687.2K | 0.11% | −57−7.1% | Reduced |
| JFS Wealth Advisors, LLC | 747 | $687.4K | 0.04% | −19−2.5% | Reduced |
| Great Waters Wealth Management | 748 | $688.0K | 0.07% | 00.0% | Unchanged |
| Peterson Wealth Advisors, LLC | 748 | $688.1K | 0.09% | −117−13.5% | Reduced |
| Ellenbecker Investment Group | 748 | $688.8K | 0.09% | −31−4.0% | Reduced |
| McDaniel Terry & Co | 749 | $688.9K | 0.06% | −6−0.8% | Reduced |
| Banyan Capital Management, Inc. | 750 | $689.8K | 0.30% | 00.0% | Unchanged |
| Alpine Woods Capital Investors, LLC | 750 | $689.8K | 0.17% | 00.0% | Unchanged |
| JPL Wealth Management, LLC | 751 | $690.5K | 0.16% | −30−3.8% | Reduced |
| Cypress Capital, LLC | 752 | $691.7K | 0.20% | +3+0.4% | Added |
| Wise Wealth Partners | 755 | $694.3K | 0.94% | 00.0% | Unchanged |
| CWS Financial Advisors, LLC | 758 | $696.9K | 0.18% | +265+53.8% | Added |
| Mark Sheptoff Financial Planning, LLC | 705 | $697.2K | 0.37% | 00.0% | Unchanged |
| LifeWealth Investments, LLC | 759 | $698.1K | 0.21% | +39+5.4% | Added |
| BOK Financial Private Wealth, Inc. | 760 | $699.0K | 0.04% | −137−15.3% | Reduced |
| Francis Financial, Inc. | 761 | $699.9K | 0.13% | +10+1.3% | Added |
| Henderson Brothers Financial Partners, LLC | 764 | $702.7K | 0.18% | +764 | New |
| Endowment Wealth Management, Inc. | 765 | $703.5K | 0.31% | −22−2.8% | Reduced |
| Chokshi & Queen Wealth Advisors, Inc | 765 | $703.6K | 0.38% | +127+19.9% | Added |
| Elevated Capital Advisors, LLC | 765 | $704.0K | 0.18% | −559−42.2% | Reduced |
| Hollencrest Capital Management | 768 | $706.6K | 0.03% | +21+2.8% | Added |
| Griffin Asset Management, Inc. | 771 | $709.1K | 0.08% | −13−1.7% | Reduced |
| Cove Private Wealth, LLC | 771 | $709.1K | 0.16% | +304+65.1% | Added |
| McDonough Capital Management, Inc | 771 | $709.3K | 0.39% | +7+0.9% | Added |
| Forefront Wealth Partners, LLC | 771 | $709.3K | 0.30% | +40+5.5% | Added |
| Adelphi Trust Co | 772 | $710.1K | 0.58% | −83−9.7% | Reduced |
| RWC Asset Management LLP | 772 | $710.1K | 0.03% | +18+2.4% | Added |
| Rise Advisors, LLC | 746 | $712.3K | 0.25% | −1−0.1% | Reduced |
| Benin Management CORP | 775 | $712.8K | 0.16% | 00.0% | Unchanged |
| Focused Alpha, LLC | 775 | $713.1K | 0.22% | +102+15.2% | Added |
| Greenwood Gearhart Inc | 776 | $713.7K | 0.04% | −10−1.3% | Reduced |
| Yarger Wealth Strategies, LLC | 776 | $714.0K | 0.29% | −16−2.0% | Reduced |
| Cfo Capital Management LLC | 777 | $714.7K | 0.59% | −47−5.7% | Reduced |
| Owl Creek Wealth Partners LLC | 777 | $714.7K | 0.25% | +777 | New |
| Sterling Financial Planning, Inc. | 777 | $714.9K | 0.21% | 00.0% | Unchanged |
| Opal Wealth Advisors, LLC | 779 | $716.5K | 0.16% | +5+0.6% | Added |
| Eaton Financial Holdings Company, LLC | 780 | $717.4K | 0.23% | −137−14.9% | Reduced |
| Sepio Capital, LP | 781 | $718.3K | 0.04% | −64−7.6% | Reduced |
| Carson Advisory Inc. | 781 | $718.3K | 0.37% | +46+6.3% | Added |
| Legacy Financial Strategies, LLC | 781 | $718.7K | 0.13% | +18+2.4% | Added |
| New World Advisors LLC | 782 | $719.3K | 0.13% | −149−16.0% | Reduced |
| Financial Insights, Inc. | 783 | $720.2K | 0.23% | +94+13.6% | Added |
| Ninepoint Partners LP | 783 | $720.2K | 0.09% | +178+29.4% | Added |
| Worthington Financial Partners, LLC | 784 | $721.1K | 0.62% | 00.0% | Unchanged |
| TFC Financial Management | 784 | $721.3K | 0.09% | −76−8.8% | Reduced |
| Baron Silver Stevens Financial Advisors, LLC | 784 | $721.9K | 0.10% | −75−8.7% | Reduced |
| Crumly & Associates Inc. | 785 | $722.0K | 0.15% | +8+1.0% | Added |
| Johnson Financial Group, LLC | 787 | $723.9K | 0.05% | +587+293.5% | Added |
| ESG Planning | 789 | $726.0K | 0.32% | +595+306.7% | Added |
| C2C Wealth Management, LLC | 790 | $726.6K | 0.61% | 00.0% | Unchanged |
| Clark Asset Management, LLC | 790 | $726.6K | 0.07% | +45+6.0% | Added |
| Liberty Square Wealth Partners LLC | 791 | $727.5K | 0.20% | +1+0.1% | Added |
| Foguth Wealth Management, LLC. | 659 | $728.2K | 0.08% | −20−2.9% | Reduced |
| Avaii Wealth Management, LLC | 793 | $729.1K | 0.25% | −21−2.6% | Reduced |
| Brooktree Capital Management | 794 | $730.3K | 0.58% | −1,264−61.4% | Reduced |
| Knights of Columbus Asset Advisors LLC | 794 | $730.3K | 0.04% | +178+28.9% | Added |
| Invera Wealth Advisors, LLC | 794 | $730.3K | 0.47% | +794 | New |
| SilverOak Wealth Management LLC | 795 | $731.2K | 0.12% | +40+5.3% | Added |
| Uniting Wealth Partners, LLC | 795 | $731.4K | 0.16% | +58+7.9% | Added |
| Nexus Investment Management ULC | 799 | $734.9K | 0.10% | 00.0% | Unchanged |
| Retirement Planning Group, LLC | 799 | $734.9K | 0.47% | +2+0.3% | Added |
| Revisor Wealth Management LLC | 799 | $735.1K | 0.20% | −60−7.0% | Reduced |
| Cacti Asset Management LLC | 800 | $735.8K | 0.05% | 00.0% | Unchanged |
| WealthPLAN Partners, LLC | 800 | $736.2K | 0.14% | −1,429−64.1% | Reduced |
| Beacon Financial Strategies CORP | 801 | $736.6K | 0.42% | 00.0% | Unchanged |
| J Hagan Capital, Inc. | 802 | $737.3K | 0.40% | +43+5.7% | Added |
| Paul Damon & Associates, Inc. | 805 | $740.4K | 0.33% | +91+12.7% | Added |
| Peoples Bank | 807 | $742.3K | 0.46% | −27−3.2% | Reduced |
| Prudent Investors Network | 807 | $742.3K | 0.16% | 00.0% | Unchanged |
| TAGStone Capital, Inc. | 809 | $744.1K | 0.26% | +186+29.9% | Added |
| Madson Wealth Advisors Inc | 811 | $745.9K | 0.62% | +811 | New |
| SWMG, LLC | 811 | $745.9K | 0.21% | −442−35.3% | Reduced |
| City Center Advisors, LLC | 812 | $747.0K | 0.69% | +12+1.5% | Added |
| Cedarwood Wealth LLC | 812 | $747.3K | 0.75% | +49+6.4% | Added |
| Key Financial Inc | 814 | $748.7K | 0.13% | +41+5.3% | Added |
| Graybill Bartz & Assoc Ltd | 818 | $752.4K | 0.23% | 00.0% | Unchanged |
| IFG Advisors, LLC | 818 | $752.4K | 0.12% | +13+1.6% | Added |
| TFB Advisors LLC | 819 | $753.3K | 0.39% | −169−17.1% | Reduced |
| Foster & Motley Inc | 820 | $754.0K | 0.04% | −16−1.9% | Reduced |
| American Trust Investment Advisors, LLC | 820 | $754.2K | 0.42% | −62−7.0% | Reduced |
| National Wealth Management Group, LLC | 821 | $755.2K | 0.28% | −26−3.1% | Reduced |
| Richard P Slaughter Associates Inc | 822 | $756.1K | 0.16% | −72−8.1% | Reduced |
| Riversedge Advisors, LLC | 823 | $757.0K | 0.12% | +75+10.0% | Added |
| Warwick Investment Management, Inc. | 824 | $757.9K | 0.11% | −13−1.6% | Reduced |
| HORAN Wealth, LLC | 824 | $757.9K | 0.07% | +15+1.9% | Added |
| GEM Asset Management, LLC | 824 | $758.2K | 0.33% | −6−0.7% | Reduced |
| Diversify Advisory Services, LLC | 892 | $759.3K | 0.12% | −6,690−88.2% | Reduced |
| LWM Advisory Services, LLC | 828 | $761.6K | 0.81% | −71−7.9% | Reduced |
| Kraematon Investment Advisors, Inc | 829 | $762.1K | 0.62% | +1+0.1% | Added |
| Navis Wealth Advisors, LLC | 829 | $762.2K | 0.39% | +53+6.8% | Added |
| Ullmann Financial Group, Inc. | 830 | $763.6K | 0.08% | +170+25.8% | Added |