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 |
|---|---|---|---|---|---|
| Granite Group Advisors, LLC | 321 | $298.9K | 0.18% | +22+7.4% | Added |
| Good Steward Wealth Advisors,LLC | 325 | $298.9K | 0.19% | −27−7.7% | Reduced |
| Courage Miller Partners, LLC | 325 | $298.9K | 0.08% | 00.0% | Unchanged |
| Twin Lakes Capital Management, LLC | 325 | $298.9K | 0.14% | 00.0% | Unchanged |
| One Charles Private Wealth Services, LLC | 325 | $299.3K | 0.07% | 00.0% | Unchanged |
| Theory Financial LLC | 326 | $299.8K | 0.11% | +79+32.0% | Added |
| McElhenny Sheffield Capital Management, LLC | 326 | $299.9K | 0.07% | +45+16.0% | Added |
| New Capital Management LP | 326 | $300.0K | 0.07% | 00.0% | Unchanged |
| Fountainhead AM, LLC | 326 | $300.0K | 0.27% | +280+608.7% | Added |
| FSB Premier Wealth Management, Inc. | 326 | $300.1K | 0.09% | +326 | New |
| Biltmore Wealth Management, LLC | 327 | $300.8K | 0.11% | +8+2.5% | Added |
| Ring Mountain Capital, LLC | 327 | $301.0K | 0.16% | −6−1.8% | Reduced |
| X-Square Capital, LLC | 327 | $301.0K | 0.10% | +8+2.5% | Added |
| Wealth Management Nebraska | 328 | $301.7K | 0.03% | −9−2.7% | Reduced |
| Pacifica Partners Inc. | 328 | $301.7K | 0.10% | 00.0% | Unchanged |
| Peterson Wealth Management | 328 | $301.7K | 0.17% | +62+23.3% | Added |
| Rockbridge Investment Management, LCC | 328 | $301.9K | 0.03% | +4+1.2% | Added |
| Adams Wealth Management | 329 | $303.0K | 0.07% | 00.0% | Unchanged |
| CacheTech Inc. | 329 | $303.0K | 0.06% | 00.0% | Unchanged |
| Oakmont Advisory Group, LLC | 329 | $303.0K | 0.31% | +329 | New |
| White Pine Capital LLC | 330 | $303.5K | 0.08% | 00.0% | Unchanged |
| Cooper/Haims Advisors, LLC | 330 | $303.5K | 0.14% | +30+10.0% | Added |
| Johnson Bixby & Associates, LLC | 330 | $303.5K | 0.04% | +330 | New |
| Global Strategic Investment Solutions, LLC | 330 | $303.6K | 0.03% | +3+0.9% | Added |
| Summit Wealth Partners, LLC | 331 | $304.1K | 0.05% | +70+26.8% | Added |
| Astra Wealth Partners LLC | 332 | $305.4K | 0.19% | +16+5.1% | Added |
| Stonebridge Capital Management Inc | 332 | $305.4K | 0.14% | +332 | New |
| Strata Wealth Advisors, LLC | 333 | $306.3K | 0.08% | −7−2.1% | Reduced |
| Darwin Advisors, LLC | 335 | $308.6K | 0.10% | −36−9.7% | Reduced |
| Sonata Capital Group Inc | 336 | $309.2K | 0.11% | −25−6.9% | Reduced |
| Rinkey Investments | 337 | $310.0K | 0.08% | −20−5.6% | Reduced |
| Almanack Investment Partners, LLC. | 337 | $310.1K | 0.05% | +24+7.7% | Added |
| Horizons Wealth Management | 338 | $310.9K | 0.21% | 00.0% | Unchanged |
| Aurora Private Wealth, Inc. | 295 | $311.0K | 0.22% | 00.0% | Unchanged |
| Sanchez Levi Garrett | 339 | $311.5K | 0.20% | +339 | New |
| Legacy Wealth Management, LLC | 339 | $311.8K | 0.09% | +5+1.5% | Added |
| Bucket List Wealth Management, LLC | 339 | $312.0K | 0.19% | −8−2.3% | Reduced |
| Gerber, LLC | 340 | $312.7K | 0.18% | 00.0% | Unchanged |
| Rockline Wealth Management, LLC | 340 | $312.7K | 0.07% | 00.0% | Unchanged |
| Balanced Rock Investment Advisor | 340 | $312.7K | 0.22% | +34+11.1% | Added |
| Asset Allocation & Management Company, LLC | 340 | $313.0K | 0.12% | 00.0% | Unchanged |
| SwitchPoint Financial Planning, LLC | 341 | $313.7K | 0.21% | +1+0.3% | Added |
| Lutz Financial Services LLC | 342 | $314.6K | 0.02% | +17+5.2% | Added |
| Dougherty & Associates, LLC | 343 | $315.5K | 0.29% | −10−2.8% | Reduced |
| Kellett Schaffner Wealth Advisors LLC | 343 | $315.5K | 0.17% | +2+0.6% | Added |
| Clark Wealth Partners | 343 | $315.5K | 0.21% | −10−2.8% | Reduced |
| Medallion Wealth Advisors, LLC | 343 | $315.5K | 0.10% | +58+20.4% | Added |
| Northern Lights Advisors, Inc. | 343 | $315.6K | 0.21% | +48+16.3% | Added |
| Align Financial, LLC | 343 | $315.6K | 0.18% | −367,359−99.9% | Reduced |
| One Wealth Capital Management, LLC | 362 | $316.4K | 0.14% | −1,076−74.8% | Reduced |
| ShankerValleau Wealth Advisors, Inc. | 344 | $316.4K | 0.09% | 00.0% | Unchanged |
| Verus Wealth Management, LLC | 344 | $316.4K | 0.29% | +1+0.3% | Added |
| Conrad Siegel Investment Advisors, Inc. | 344 | $316.4K | 0.06% | +6+1.8% | Added |
| OneAscent Wealth Management LLC | 345 | $317.3K | 0.10% | −1−0.3% | Reduced |
| DHJJ Financial Advisors, Ltd. | 345 | $317.3K | 0.11% | +137+65.9% | Added |
| Farmers & Merchants Trust Co of Chambersburg PA | 346 | $318.0K | 0.09% | +8+2.4% | Added |
| Vista Investment Management | 348 | $320.1K | 0.11% | −4−1.1% | Reduced |
| BlueStem Wealth Partners, LLC | 349 | $321.1K | 0.04% | +24+7.4% | Added |
| Disciplined Investments, LLC | 349 | $321.2K | 0.12% | 00.0% | Unchanged |
| ACT Advisors, LLC. | 349 | $321.4K | 0.14% | +23+7.1% | Added |
| Garrison Point Advisors, LLC | 350 | $321.9K | 0.15% | −70−16.7% | Reduced |
| Gabelli & Co Investment Advisers, Inc. | 350 | $321.9K | 0.05% | 00.0% | Unchanged |
| Threadgill Financial, LLC | 350 | $321.9K | 0.09% | 00.0% | Unchanged |
| FDx Advisors, Inc. | 350 | $322.0K | 0.10% | −23−6.2% | Reduced |
| Sun Financial Inc | 320 | $322.5K | 0.16% | −5−1.5% | Reduced |
| Continental Investors Services, Inc. | 334 | $322.8K | 0.30% | +22+7.1% | Added |
| Madrona Financial Services, LLC | 351 | $322.8K | 0.07% | −45−11.4% | Reduced |
| 21 West Wealth Management LLC | 351 | $322.8K | 0.30% | 00.0% | Unchanged |
| Pinnacle Wealth Management Group, Inc. | 351 | $322.8K | 0.16% | +25+7.7% | Added |
| Chelsea Counsel Co | 351 | $322.8K | 0.14% | −30−7.9% | Reduced |
| RFG Holdings, Inc. | 352 | $323.8K | 0.08% | +5+1.4% | Added |
| Spreng Capital Management, Inc. | 353 | $324.7K | 0.15% | 00.0% | Unchanged |
| Strid Group, LLC | 353 | $324.7K | 0.04% | +24+7.3% | Added |
| Maridea Wealth Management LLC | 354 | $325.5K | 0.05% | −320−47.5% | Reduced |
| Dara Capital US, Inc. | 354 | $325.6K | 0.31% | 00.0% | Unchanged |
| Helen Stephens Group, LLC | 354 | $325.7K | 0.06% | +40+12.7% | Added |
| Finward Bancorp | 355 | $326.5K | 0.26% | 00.0% | Unchanged |
| Meredith Wealth Planning | 355 | $326.5K | 0.09% | −1−0.3% | Reduced |
| Stordahl Capital Management, Inc. | 355 | $326.7K | 0.07% | 00.0% | Unchanged |
| Sandro Wealth Management LLC | 356 | $327.0K | 0.26% | +85+31.4% | Added |
| Blue Rock Wealth Management LLC | 356 | $327.4K | 0.21% | 00.0% | Unchanged |
| Tower Wealth Partners, Inc. | 356 | $327.4K | 0.18% | +356 | New |
| Cannon Financial Strategists, Inc. | 356 | $327.9K | 0.04% | +8+2.3% | Added |
| Fearless Solutions, LLC dba Best Invest | 358 | $329.3K | 0.20% | −3−0.8% | Reduced |
| Rather & Kittrell, Inc. | 359 | $329.8K | 0.05% | +61+20.5% | Added |
| Affinity Investment Advisors, LLC | 360 | $331.1K | 0.21% | 00.0% | Unchanged |
| Blue Square Asset Management, LLC | 360 | $331.1K | 0.16% | 00.0% | Unchanged |
| Fca Corp | 360 | $331.3K | 0.09% | −15−4.0% | Reduced |
| Fort Point Capital Partners LLC | 363 | $333.8K | 0.04% | −1−0.3% | Reduced |
| Lodestone Wealth Management LLC | 363 | $333.8K | 0.13% | +21+6.1% | Added |
| Appalachian Capital Management Ltd | 363 | $333.9K | 0.27% | +23+6.8% | Added |
| South Shore Capital Advisors | 364 | $334.5K | 0.24% | +174+91.6% | Added |
| Bulltick Wealth Management, LLC | 364 | $334.8K | 0.07% | −8−2.2% | Reduced |
| Bond & Devick Financial Network, Inc. | 364 | $334.8K | 0.09% | +5+1.4% | Added |
| Vavra Capital Management, LLC | 365 | $335.7K | 0.33% | 00.0% | Unchanged |
| Winter & Associates, Inc. | 362 | $336.0K | 0.29% | +13+3.7% | Added |
| Trillium Asset Management, LLC | 365 | $336.0K | 0.01% | +6+1.7% | Added |
| Winton Group Ltd | 366 | $336.6K | 0.01% | −12,989−97.3% | Reduced |
| Purewater Capital LLC | 366 | $336.6K | 0.32% | +366 | New |
| Kraft, Davis & Associates, LLC | 357 | $336.8K | 0.07% | +25+7.5% | Added |