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, 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 | $942.7B |
| 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, 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 |
|---|---|---|---|---|---|
| Capital Group Private Client Services, Inc. | 15,568 | $14.3M | 0.24% | −6,397−29.1% | Reduced |
| Wealthspire Advisors, LLC | 15,510 | $14.3M | 0.11% | +2,699+21.1% | Added |
| Capital Group Investment Management Pte. Ltd. | 15,452 | $14.2M | 2.43% | −698−4.3% | Reduced |
| Wedmont Private Capital | 14,822 | $14.1M | 0.46% | +303+2.1% | Added |
| Harbour Capital Advisors, LLC | 15,310 | $14.1M | 2.69% | −489−3.1% | Reduced |
| First National Bank of Omaha | 15,455 | $14.1M | 0.44% | +407+2.7% | Added |
| Segment Wealth Management, LLC | 15,252 | $14.0M | 0.82% | +435+2.9% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 15,242 | $14.0M | 0.70% | −232−1.5% | Reduced |
| Buckingham Strategic Partners | 15,241 | $14.0M | 0.14% | −997−6.1% | Reduced |
| Patten & Patten Inc | 15,238 | $14.0M | 0.85% | −126−0.8% | Reduced |
| Rowland & Co Investment Counsel | 15,230 | $14.0M | 2.84% | −1,194−7.3% | Reduced |
| Twin Capital Management Inc | 15,229 | $14.0M | 1.81% | −424−2.7% | Reduced |
| Kinneret Advisory, LLC | 15,208 | $14.0M | 1.33% | −674−4.2% | Reduced |
| Nemes Rush Group LLC | 15,197 | $14.0M | 1.33% | −164−1.1% | Reduced |
| NWK Group, Inc. | 15,174 | $14.0M | 5.36% | −193−1.3% | Reduced |
| Modern Wealth Management, LLC | 14,617 | $14.0M | 0.24% | +1,530+11.7% | Added |
| German American Bancorp, Inc. | 15,053 | $13.8M | 1.19% | +143+1.0% | Added |
| Integral Health Asset Management, LLC | 15,000 | $13.8M | 0.73% | −5,000−25.0% | Reduced |
| 683 Capital Management, LLC | 15,000 | $13.8M | 1.28% | +15,000 | New |
| Harbour Trust & Investment Management Co | 14,942 | $13.7M | 1.46% | +1,703+12.9% | Added |
| Sawgrass Asset Management LLC | 14,939 | $13.7M | 2.07% | −3,343−18.3% | Reduced |
| Mission Wealth Management, LP | 14,907 | $13.7M | 0.29% | −202−1.3% | Reduced |
| Motco | 14,885 | $13.7M | 1.27% | −337−2.2% | Reduced |
| GLOBALT Investments LLC | 14,815 | $13.6M | 0.49% | +394+2.7% | Added |
| Mesirow Financial Investment Management, Inc. | 14,790 | $13.6M | 0.22% | +782+5.6% | Added |
| Willis Investment Counsel | 14,777 | $13.6M | 0.74% | −6,149−29.4% | Reduced |
| WCM Investment Management, LLC | 15,312 | $13.6M | 0.03% | −624−3.9% | Reduced |
| Robertson Stephens Wealth Management, LLC | 14,683 | $13.5M | 0.38% | −61−0.4% | Reduced |
| Moneta Group Investment Advisors LLC | 14,676 | $13.5M | 0.10% | −191−1.3% | Reduced |
| Laurel Wealth Advisors LLC | 14,204 | $13.5M | 1.33% | −157−1.1% | Reduced |
| Lockheed Martin Investment Management Co | 14,590 | $13.4M | 0.49% | +2,510+20.8% | Added |
| Nwam LLC | 14,539 | $13.4M | 0.77% | −136−0.9% | Reduced |
| Oversea-Chinese Banking CORP Ltd | 14,496 | $13.3M | 0.39% | −1,468−9.2% | Reduced |
| Hartline Investment Corp | 14,494 | $13.3M | 1.47% | +734+5.3% | Added |
| Daymark Wealth Partners, LLC | 14,476 | $13.3M | 0.42% | +1,112+8.3% | Added |
| Basecamp Wealth Advisors LLC | 14,474 | $13.3M | 2.75% | +31+0.2% | Added |
| Palisade Asset Management, LLC | 14,418 | $13.3M | 1.33% | −309−2.1% | Reduced |
| Sheets Smith Wealth Management | 14,414 | $13.3M | 1.49% | −588−3.9% | Reduced |
| Fiduciary Trust Co | 14,388 | $13.2M | 0.16% | +323+2.3% | Added |
| Legacy Private Trust Co. | 14,367 | $13.2M | 0.82% | +3,540+32.7% | Added |
| Stelac Advisory Services LLC | 14,395 | $13.2M | 2.67% | +4,129+40.2% | Added |
| Hennion & Walsh Asset Management, Inc. | 14,325 | $13.2M | 0.44% | +270+1.9% | Added |
| Independence Bank of Kentucky | 14,293 | $13.1M | 1.67% | +460+3.3% | Added |
| L & S Advisors Inc | 14,177 | $13.0M | 1.64% | −574−3.9% | Reduced |
| Spartan Wealth Advisory Services LLC | 14,156 | $13.0M | 1.14% | +14,156 | New |
| Marietta Wealth Management, LLC | 14,123 | $13.0M | 1.54% | +44+0.3% | Added |
| Bragg Financial Advisors, Inc | 14,121 | $13.0M | 0.41% | +754+5.6% | Added |
| Jacobi Capital Management LLC | 14,117 | $13.0M | 0.73% | +60.0% | Added |
| CMH Wealth Management LLC | 14,077 | $12.9M | 2.22% | −234−1.6% | Reduced |
| Money Concepts Capital Corp | 14,054 | $12.9M | 0.71% | +371+2.7% | Added |
| CBOE Vest Financial, LLC | 14,026 | $12.9M | 0.15% | +10,715+323.6% | Added |
| Formidable Asset Management, LLC | 11,961 | $12.9M | 1.98% | −68−0.6% | Reduced |
| Gerber Kawasaki Wealth & Investment Management | 13,932 | $12.8M | 0.41% | +1,857+15.4% | Added |
| Fulton Bank, N.A. | 13,915 | $12.8M | 0.45% | +268+2.0% | Added |
| GKV Capital Management Co., Inc. | 13,892 | $12.8M | 4.79% | −679−4.7% | Reduced |
| Meridian Wealth Management, LLC | 13,836 | $12.7M | 0.45% | +18+0.1% | Added |
| TCG Advisory Services, LLC | 13,797 | $12.7M | 0.31% | +1,115+8.8% | Added |
| SeaCrest Wealth Management, LLC | 13,787 | $12.7M | 1.36% | −163−1.2% | Reduced |
| Knollwood Investment Advisory, LLC | 13,783 | $12.7M | 1.28% | 00.0% | Unchanged |
| Zevin Asset Management LLC | 13,737 | $12.6M | 1.75% | +644+4.9% | Added |
| Westpac Banking Corp | 13,703 | $12.6M | 0.88% | −519−3.6% | Reduced |
| Reuter James Wealth Management, LLC | 13,623 | $12.5M | 1.80% | −1,590−10.5% | Reduced |
| Bailard, Inc. | 13,534 | $12.4M | 0.29% | +762+6.0% | Added |
| RNC Capital Management LLC | 13,493 | $12.4M | 0.54% | −572−4.1% | Reduced |
| Asset Planning,Inc | 13,491 | $12.4M | 8.82% | −16−0.1% | Reduced |
| Smartleaf Asset Management LLC | 13,989 | $12.4M | 0.45% | +413+3.0% | Added |
| Affinity Wealth Management LLC | 13,421 | $12.3M | 1.87% | +57+0.4% | Added |
| Texas Capital Bank Wealth Management Services Inc | 13,402 | $12.3M | 0.73% | −131−1.0% | Reduced |
| Thoroughbred Financial Services, LLC | 13,361 | $12.3M | 0.73% | +313+2.4% | Added |
| Intellus Advisors LLC | 13,255 | $12.2M | 1.67% | +110+0.8% | Added |
| Western Wealth Management, LLC | 13,214 | $12.2M | 0.47% | +4,665+54.6% | Added |
| Anchor Investment Management, LLC | 13,180 | $12.1M | 1.01% | −248−1.8% | Reduced |
| Finer Wealth Management, Inc. | 13,172 | $12.1M | 6.11% | −440−3.2% | Reduced |
| TCW Group Inc | 13,163 | $12.1M | 0.09% | +20+0.2% | Added |
| Burling Wealth Partners, LLC | 13,106 | $12.1M | 1.95% | −175−1.3% | Reduced |
| Providence Wealth Advisors, LLC | 12,520 | $12.0M | 7.61% | +20.0% | Added |
| Silicon Valley Capital Partners | 13,009 | $12.0M | 1.17% | −4,703−26.6% | Reduced |
| Adell Harriman & Carpenter Inc | 13,001 | $12.0M | 0.73% | +146+1.1% | Added |
| Sender Co & Partners, Inc. | 13,000 | $12.0M | 8.73% | +4,378+50.8% | Added |
| Bedell Frazier Investment Counseling, LLC | 12,980 | $11.9M | 2.41% | +99+0.8% | Added |
| Middleton & Co Inc | 12,966 | $11.9M | 1.36% | +286+2.3% | Added |
| Wellington Shields & Co., LLC | 12,963 | $11.9M | 3.04% | −14−0.1% | Reduced |
| Emerald Investment Advisers, LLC | 12,918 | $11.9M | 1.07% | +12,918 | New |
| Alley Investment Management Company, LLC | 12,881 | $11.8M | 1.44% | −79−0.6% | Reduced |
| Haverford Financial Services, Inc. | 12,825 | $11.8M | 3.51% | −10−0.1% | Reduced |
| Resources Investment Advisors, LLC. | 12,819 | $11.8M | 0.12% | +575+4.7% | Added |
| Syon Capital LLC | 12,819 | $11.8M | 0.59% | −51−0.4% | Reduced |
| Westerkirk Capital Inc. | 12,807 | $11.8M | 1.27% | −392−3.0% | Reduced |
| Alessandra Capital Management, LLC | 12,790 | $11.8M | 10.03% | −231−1.8% | Reduced |
| Indivisible Partners | 12,745 | $11.7M | 1.04% | +643+5.3% | Added |
| JLB & Associates Inc | 12,739 | $11.7M | 1.68% | +1,965+18.2% | Added |
| Compass Capital Management, Inc | 12,735 | $11.7M | 0.71% | −458−3.5% | Reduced |
| Indiana Trust & Investment Management CO | 12,732 | $11.7M | 3.62% | +350+2.8% | Added |
| Strategic Wealth Partners, Ltd. | 12,724 | $11.7M | 0.81% | +350+2.8% | Added |
| Bogart Wealth, LLC | 12,710 | $11.7M | 0.45% | +2,626+26.0% | Added |
| American Financial Advisors, LLC | 12,690 | $11.7M | 1.56% | 00.0% | Unchanged |
| Fairfield Financial Advisors, LTD | 12,684 | $11.7M | 4.02% | +60.0% | Added |
| ARK Investment Management LLCSuperinvestorARK Invest | 12,676 | $11.7M | 0.09% | +12,676 | New |
| Venture Visionary Partners LLC | 12,666 | $11.6M | 0.39% | −257−2.0% | Reduced |
| SBI Securities Co., Ltd. | 12,632 | $11.6M | 0.32% | −943−6.9% | Reduced |