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
- 4,392
- +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
- 1,955 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 |
|---|---|---|---|---|---|
| Perissos Private Wealth Management, LLC | 289 | $265.6K | 0.23% | 00.0% | Unchanged |
| Palatine Hill Wealth Management, LLC | 290 | $266.7K | 0.23% | −4−1.4% | Reduced |
| Miramar Capital, LLC | 290 | $266.7K | 0.06% | 00.0% | Unchanged |
| Mount Lucas Management LP | 290 | $266.7K | 0.10% | +290 | New |
| Riverstone Advisors, LLC | 290 | $266.7K | 0.13% | +290 | New |
| ASB Consultores, LLC | 270 | $267.0K | 0.89% | +270 | New |
| Chemung Canal Trust Co | 291 | $267.7K | 0.05% | 00.0% | Unchanged |
| Kemnay Advisory Services Inc. | 292 | $268.6K | 0.04% | +20+7.4% | Added |
| HBE Wealth Management, LLC | 292 | $268.6K | 0.23% | +59+25.3% | Added |
| Welch Financial Planning, LLC | 293 | $269.4K | 0.19% | +293 | New |
| Essential Partners LLC | 293 | $269.5K | 0.09% | +71+32.0% | Added |
| Wellington-Altus USA Inc. | 225 | $269.9K | 0.16% | −83−26.9% | Reduced |
| Investment Advisory Services Inc | 293 | $269.9K | 0.09% | −3−1.0% | Reduced |
| Beirne Wealth Consulting Services, LLC | 294 | $270.4K | 0.08% | −13−4.2% | Reduced |
| Kelman-Lazarov, Inc. | 294 | $270.4K | 0.04% | +294 | New |
| XY Planning Network, Inc. | 284 | $271.1K | 0.04% | +47+19.8% | Added |
| SC&H Financial Advisors, Inc. | 296 | $271.9K | 0.04% | +33+12.5% | Added |
| Benchmark Financial, LLC | 296 | $272.3K | 0.24% | 00.0% | Unchanged |
| Financial Symmetry Inc | 292 | $272.9K | 0.10% | −28−8.8% | Reduced |
| Lincoln Capital Corp | 297 | $273.2K | 0.10% | +297 | New |
| Noesis Capital Mangement Corp | 297 | $273.2K | 0.04% | −7−2.3% | Reduced |
| Advisory Advocates, LLC | 298 | $274.1K | 0.28% | +73+32.4% | Added |
| JDH Wealth Management, LLC | 298 | $274.1K | 0.18% | +298 | New |
| Pursuit Wealth Strategies, LLC | 299 | $274.7K | 0.38% | −52−14.8% | Reduced |
| Stirlingshire Investments, Inc. | 299 | $275.3K | 0.24% | +55+22.5% | Added |
| Intercapital, LLC | 300 | $275.9K | 0.15% | −300−50.0% | Reduced |
| Columbus Macro, LLC | 300 | $275.9K | 0.03% | 00.0% | Unchanged |
| All Terrain Financial Advisors, LLC | 300 | $275.9K | 0.09% | 00.0% | Unchanged |
| Auour Investments LLC | 300 | $275.9K | 0.09% | 00.0% | Unchanged |
| Ballast Financial Advisors LLC | 300 | $275.9K | 0.28% | 00.0% | Unchanged |
| Cornerstone Financial Management LLC | 300 | $275.9K | 0.25% | +9+3.1% | Added |
| MQS Management LLC | 300 | $275.9K | 0.19% | +300 | New |
| Sterneck Capital Management, LLC | 301 | $276.9K | 0.12% | 00.0% | Unchanged |
| Fiducient Advisors LLC | 301 | $276.9K | 0.04% | +1+0.3% | Added |
| Matisse Capital | 302 | $277.9K | 0.12% | −3−1.0% | Reduced |
| BancFirst Trust & Investment Management | 314 | $278.4K | 0.12% | −22−6.5% | Reduced |
| Cornerstone Wealth Advisors, Inc. | 303 | $278.7K | 0.06% | −15−4.7% | Reduced |
| Schubert & Co | 303 | $278.7K | 0.23% | −33−9.8% | Reduced |
| Johnson Wealth Management, LLC | 303 | $278.7K | 0.13% | +68+28.9% | Added |
| White Knight Strategic Wealth Advisors, LLC | 304 | $279.6K | 0.24% | +304 | New |
| Lederer & Associates Investment Counsel | 305 | $281.0K | 0.20% | 00.0% | Unchanged |
| Chase Investment Counsel Corp | 307 | $281.0K | 0.07% | +307 | New |
| Templeton & Phillips Capital Management, LLC | 306 | $281.4K | 0.23% | 00.0% | Unchanged |
| Axecap Investments, LLC | 306 | $281.4K | 0.19% | 00.0% | Unchanged |
| Marin Bay Wealth Advisors, LLC | 306 | $281.8K | 0.17% | −15−4.7% | Reduced |
| Granite Bay Wealth Management, LLC | 307 | $282.3K | 0.06% | +6+2.0% | Added |
| Verus Financial Partners, Inc. | 313 | $282.6K | 0.03% | +35+12.6% | Added |
| Insight Wealth Partners, LLC | 307 | $282.7K | 0.11% | 00.0% | Unchanged |
| Paladin Partners, LLC | 308 | $283.3K | 0.20% | 00.0% | Unchanged |
| Thor Investment Management Inc | 310 | $284.7K | 0.15% | +310 | New |
| Joule Financial, LLC | 310 | $285.1K | 0.08% | −4−1.3% | Reduced |
| Avenue 1 Advisors, LLC | 310 | $285.1K | 0.09% | −1−0.3% | Reduced |
| Fidelity D & D Bancorp Inc | 310 | $285.1K | 0.11% | +45+17.0% | Added |
| Matrix Asset Advisors Inc | 311 | $285.6K | 0.03% | −14−4.3% | Reduced |
| Central Valley Advisors, LLC | 311 | $285.9K | 0.08% | +101+48.1% | Added |
| McMahon Financial Advisors, LLC | 311 | $286.0K | 0.06% | +5+1.6% | Added |
| Altus Wealth Group LLC | 311 | $286.1K | 0.12% | +24+8.4% | Added |
| Guidance Capital, Inc | 289 | $286.1K | 0.06% | −1,049−78.4% | Reduced |
| Balanced Wealth Group LLC | 311 | $286.3K | 0.10% | −195−38.5% | Reduced |
| Mountain Capital Investment Advisors, Inc | 330 | $286.4K | 0.04% | −182−35.5% | Reduced |
| Abound Wealth Management | 311 | $286.5K | 0.07% | +42+15.6% | Added |
| Allied Investment Advisors, LLC | 312 | $286.5K | 0.04% | 00.0% | Unchanged |
| Clarity Wealth Advisors, LLC | 312 | $286.6K | 0.06% | 00.0% | Unchanged |
| Lountzis Asset Management, LLC | 312 | $287.0K | 0.11% | +20+6.8% | Added |
| Staley Capital Advisers Inc | 313 | $287.9K | 0.01% | +313 | New |
| SK Wealth Management, LLC | 311 | $288.4K | 0.08% | +3+1.0% | Added |
| Bright Futures Wealth Management, LLC. | 314 | $288.6K | 0.20% | +51+19.4% | Added |
| Omnitrust Wealth Management, Inc | 314 | $288.8K | 0.37% | −4−1.3% | Reduced |
| AMJ Financial Wealth Management | 314 | $289.1K | 0.07% | 00.0% | Unchanged |
| Persium Advisors, LLC | 315 | $289.7K | 0.23% | −25−7.4% | Reduced |
| Mountain Pacific Investment Advisers Inc | 315 | $289.7K | 0.05% | 00.0% | Unchanged |
| Ark Wealth Advisors LLC | 315 | $289.7K | 0.29% | +17+5.7% | Added |
| Schaper Benz & Wise Investment Counsel Inc | 316 | $290.6K | 0.02% | +4+1.3% | Added |
| First National Bank | 316 | $290.6K | 0.14% | −5−1.6% | Reduced |
| Toth Financial Advisory Corp | 316 | $290.7K | 0.03% | −830−72.4% | Reduced |
| B.O.S.S. Retirement Advisors, LLC | 316 | $290.8K | 0.09% | −24−7.1% | Reduced |
| WPG Advisers, LLC | 317 | $291.6K | 0.21% | −42−11.7% | Reduced |
| Ashford Capital Management Inc | 317 | $291.6K | 0.04% | −19−5.7% | Reduced |
| Paladin Advisory Group, LLC | 317 | $291.6K | 0.22% | 00.0% | Unchanged |
| ERTS Wealth Advisors, LLC | 318 | $292.5K | 0.09% | 00.0% | Unchanged |
| Dahring | Cusmano LLC | 318 | $292.7K | 0.18% | 00.0% | Unchanged |
| Claret Asset Management Corp | 318 | $293.0K | 0.03% | −1−0.3% | Reduced |
| Towercrest Capital Management | 319 | $293.4K | 0.05% | +25+8.5% | Added |
| ELCO Management Co., LLC | 319 | $293.4K | 0.14% | +319 | New |
| Kingdom Financial Group LLC. | 320 | $293.9K | 0.08% | +34+11.9% | Added |
| Lloyd Advisory Services, LLC. | 320 | $293.9K | 0.08% | +281+720.5% | Added |
| McGuire Investment Group, LLC | 320 | $294.3K | 0.03% | 00.0% | Unchanged |
| Aspen Capital Management, LLC | 320 | $294.3K | 0.07% | 00.0% | Unchanged |
| PFS Partners, LLC | 320 | $294.8K | 0.14% | 00.0% | Unchanged |
| Precedent Wealth Partners, LLC | 321 | $295.2K | 0.06% | −13−3.9% | Reduced |
| Second Half Financial Partners, LLC | 322 | $295.8K | 0.13% | −10−3.0% | Reduced |
| Belleair Asset Management, LLC | 322 | $296.2K | 0.27% | 00.0% | Unchanged |
| Solidarilty Wealth, LLC | 322 | $296.2K | 0.06% | +322 | New |
| Henrickson Nauta Wealth Advisors, Inc. | 322 | $296.3K | 0.08% | −140−30.3% | Reduced |
| Payne Capital Management, LLC | 322 | $296.5K | 0.09% | 00.0% | Unchanged |
| Causey Wealth LLC | 323 | $297.1K | 0.13% | −9−2.7% | Reduced |
| Evolution Wealth Management Inc. | 323 | $297.1K | 0.22% | +44+15.8% | Added |
| Urban Wealth Management, LLC | 324 | $298.0K | 0.31% | −90−21.7% | Reduced |
| True Link Financial Advisors, LLC | 324 | $298.0K | 0.02% | +12+3.8% | Added |
| Joseph P. Lucia & Associates, LLC | 324 | $298.3K | 0.11% | 00.0% | Unchanged |