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 |
|---|---|---|---|---|---|
| Ithaka Group LLC | 20,152 | $18.5M | 3.85% | +11,577+135.0% | Added |
| Roffman Miller Associates Inc | 20,049 | $18.4M | 1.06% | +898+4.7% | Added |
| Sycomore Asset Management | 20,238 | $18.4M | 2.65% | 00.0% | Unchanged |
| Hancock Whitney Corp | 19,692 | $18.3M | 0.32% | −660−3.2% | Reduced |
| Spirepoint Private Client, LLC | 19,906 | $18.3M | 1.74% | +956+5.0% | Added |
| Jamison Private Wealth Management, Inc. | 19,904 | $18.3M | 2.23% | −801−3.9% | Reduced |
| Ballentine Partners, LLC | 19,877 | $18.3M | 0.25% | +480+2.5% | Added |
| Catalytic Wealth RIA, LLC | 19,837 | $18.2M | 0.76% | +192+1.0% | Added |
| Strategy Asset Managers LLC | 19,781 | $18.2M | 2.99% | −231−1.2% | Reduced |
| Kennedy Capital Management, Inc. | 19,732 | $18.1M | 0.38% | −1,428−6.7% | Reduced |
| Cidel Asset Management Inc | 19,668 | $18.1M | 0.99% | −5,465−21.7% | Reduced |
| Washington Trust Co | 19,653 | $18.1M | 0.61% | +359+1.9% | Added |
| Gradient Investments LLC | 19,585 | $18.0M | 0.28% | −884−4.3% | Reduced |
| Meeder Advisory Services, Inc. | 19,473 | $17.9M | 0.75% | +76+0.4% | Added |
| Jacobs Levy Equity Management, Inc | 19,470 | $17.9M | 0.08% | −4,280−18.0% | Reduced |
| Siemens Fonds Invest GmbH | 19,468 | $17.9M | 1.03% | −400−2.0% | Reduced |
| Jump Financial, LLC | 19,407 | $17.8M | 0.26% | +15,950+461.4% | Added |
| Richard C. Young & CO., LTD. | 19,398 | $17.8M | 1.48% | +122+0.6% | Added |
| Trust Investment Advisors | 19,302 | $17.8M | 10.39% | −923−4.6% | Reduced |
| Sierra Summit Advisors LLC | 19,293 | $17.7M | 2.58% | +3,742+24.1% | Added |
| SJS Investment Consulting Inc. | 19,100 | $17.6M | 2.15% | +32+0.2% | Added |
| Appleton Partners Inc | 19,092 | $17.6M | 1.22% | +957+5.3% | Added |
| Eversept Partners, LP | 19,000 | $17.5M | 1.15% | +8,377+78.9% | Added |
| Schmidt P J Investment Management Inc | 18,956 | $17.4M | 2.93% | −818−4.1% | Reduced |
| Great Lakes Advisors, LLC | 18,886 | $17.4M | 0.14% | −2,509−11.7% | Reduced |
| Boston Family Office LLC | 18,845 | $17.3M | 1.15% | −96−0.5% | Reduced |
| Copeland Capital Management, LLC | 18,730 | $17.2M | 0.38% | −1,149−5.8% | Reduced |
| BDF-Gestion | 18,702 | $17.2M | 2.31% | 00.0% | Unchanged |
| Clear Street Group Inc. | 18,701 | $17.2M | 0.10% | +7,282+63.8% | Added |
| Gladstone Institutional Advisory LLC | 18,699 | $17.2M | 0.64% | −1,386−6.9% | Reduced |
| Covington Investment Advisors Inc. | 18,653 | $17.2M | 2.52% | −720−3.7% | Reduced |
| W.G. Shaheen & Associates DBA Whitney & Co | 18,645 | $17.1M | 1.43% | +380+2.1% | Added |
| Raub Brock Capital Management LP | 18,572 | $17.1M | 4.32% | −2,608−12.3% | Reduced |
| Jackson Square Capital, LLC | 18,563 | $17.1M | 3.58% | +126+0.7% | Added |
| Rockland Trust Co | 18,475 | $17.0M | 0.68% | −547−2.9% | Reduced |
| Wedbush Securities Inc | 18,405 | $16.9M | 0.49% | +331+1.8% | Added |
| Codex Capital Asset Management L.L.C. | 18,380 | $16.9M | 6.54% | 00.0% | Unchanged |
| Connors Investor Services Inc | 18,320 | $16.9M | 1.56% | −80−0.4% | Reduced |
| Sigma Planning Corp | 18,320 | $16.9M | 0.47% | +1,260+7.4% | Added |
| IFP Advisors, Inc | 18,274 | $16.8M | 0.35% | +29+0.2% | Added |
| First American Trust, FSB | 18,167 | $16.7M | 1.12% | −5,855−24.4% | Reduced |
| Cantor Fitzgerald, L. P. | 18,137 | $16.7M | 0.60% | +5,288+41.2% | Added |
| Alerus Financial NA | 18,122 | $16.7M | 0.83% | −1,582−8.0% | Reduced |
| Biondo Investment Advisors, LLC | 18,109 | $16.7M | 2.14% | −211−1.2% | Reduced |
| Evexia Wealth LLC | 17,912 | $16.7M | 4.58% | −2,569−12.5% | Reduced |
| Savvy Advisors, Inc. | 18,062 | $16.6M | 0.45% | +2,010+12.5% | Added |
| Beacon Investment Advisory Services, Inc. | 18,018 | $16.6M | 0.69% | −1,060−5.6% | Reduced |
| Cyndeo Wealth Partners, LLC | 17,968 | $16.5M | 0.87% | +3,029+20.3% | Added |
| HBK Sorce Advisory LLC | 17,368 | $16.5M | 0.34% | +334+2.0% | Added |
| Winthrop Capital Management, LLC | 17,892 | $16.5M | 4.23% | +94+0.5% | Added |
| Balyasny Asset Management LLC | 17,835 | $16.4M | 0.03% | −109,173−86.0% | Reduced |
| Bender Robert & Associates | 17,554 | $16.1M | 3.87% | −386−2.2% | Reduced |
| Jaffetilchin Investment Partners, LLC | 17,545 | $16.1M | 0.96% | −1,130−6.1% | Reduced |
| Washington Trust Bank | 17,527 | $16.1M | 1.19% | +9,887+129.4% | Added |
| Ameritas Investment Partners, Inc. | 17,481 | $16.1M | 0.49% | −192−1.1% | Reduced |
| U.S. Capital Wealth Advisors, LLC | 17,474 | $16.1M | 0.40% | +8,863+102.9% | Added |
| Nomura Holdings Inc | 17,421 | $16.0M | 0.13% | +10,885+166.5% | Added |
| Founders Grove Wealth Partners, LLC | 17,370 | $16.0M | 3.63% | −44−0.3% | Reduced |
| Gouws Capital LLC | 17,359 | $16.0M | 8.45% | −71−0.4% | Reduced |
| Change Path, LLC | 17,320 | $15.9M | 0.37% | +3,032+21.2% | Added |
| Ascent Group, LLC | 17,302 | $15.9M | 0.55% | −1,099−6.0% | Reduced |
| V-Square Quantitative Management LLC | 17,265 | $15.9M | 1.68% | +446+2.7% | Added |
| Decker Wealth Management LLC | 17,239 | $15.9M | 3.60% | −387−2.2% | Reduced |
| Exencial Wealth Advisors, LLC | 17,141 | $15.8M | 0.49% | −262−1.5% | Reduced |
| Brevan Howard Capital Management LP | 17,119 | $15.7M | 0.16% | −1,443−7.8% | Reduced |
| Colonial Trust Co | 17,055 | $15.7M | 2.13% | −349−2.0% | Reduced |
| Canandaigua National Trust Co of Florida | 17,046 | $15.7M | 12.59% | −1,667−8.9% | Reduced |
| Larson Financial Group LLC | 17,014 | $15.6M | 0.50% | +3,008+21.5% | Added |
| Nixon Peabody Trust Co | 16,995 | $15.6M | 1.24% | −1,527−8.2% | Reduced |
| International Assets Investment Management, LLC | 21,487 | $15.6M | 1.08% | −450−2.1% | Reduced |
| CVFG LLC | 16,904 | $15.5M | 1.93% | +13,075+341.5% | Added |
| CCM Investment Advisers LLC | 16,878 | $15.5M | 1.49% | −236−1.4% | Reduced |
| DuPont Capital Management Corp | 16,860 | $15.5M | 1.76% | −1,342−7.4% | Reduced |
| NorthCrest Asset Manangement, LLC | 16,523 | $15.5M | 0.48% | −3,929−19.2% | Reduced |
| Sustainable Insight Capital Management, LLC | 16,781 | $15.4M | 5.18% | +2,600+18.3% | Added |
| Simplify Asset Management Inc. | 16,703 | $15.4M | 0.24% | −11,276−40.3% | Reduced |
| Fundamentun, LLC | 16,610 | $15.3M | 0.61% | +2,676+19.2% | Added |
| Princeton Capital Management LLC | 16,519 | $15.2M | 4.14% | +312+1.9% | Added |
| Harvest Fund Management Co., Ltd | 16,480 | $15.2M | 0.64% | −1,186−6.7% | Reduced |
| Beck Bode, LLC | 16,394 | $15.1M | 2.55% | +16,394 | New |
| Wealth Advisory Solutions, LLC | 16,388 | $15.1M | 3.36% | −5,576−25.4% | Reduced |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 16,309 | $15.0M | 0.26% | +1,430+9.6% | Added |
| KKM Financial LLC | 13,941 | $15.0M | 2.66% | 00.0% | Unchanged |
| SkyOak Wealth, LLC | 16,205 | $14.9M | 2.73% | −509−3.0% | Reduced |
| NS Partners Ltd | 16,195 | $14.9M | 0.67% | +16,195 | New |
| Amica Mutual Insurance Co | 16,185 | $14.9M | 1.28% | 00.0% | Unchanged |
| Lombard Odier Asset Management (Europe) Ltd | 16,179 | $14.9M | 0.82% | −16−0.1% | Reduced |
| Gotham Asset Management, LLC | 16,175 | $14.9M | 0.05% | +4,867+43.0% | Added |
| Market Street Wealth Management Advisors LLC | 16,167 | $14.9M | 2.34% | −714−4.2% | Reduced |
| Evergreen Capital Management LLC | 16,020 | $14.7M | 0.32% | +3,810+31.2% | Added |
| American National Bank | 16,014 | $14.7M | 1.41% | +103+0.6% | Added |
| Guardian Capital LP | 15,980 | $14.7M | 0.39% | +4,365+37.6% | Added |
| Diversify Wealth Management, LLC | 17,158 | $14.6M | 0.26% | +10,092+142.8% | Added |
| Private Advisory Group LLC | 15,876 | $14.6M | 1.02% | −466−2.9% | Reduced |
| ADAPT Investment Managers SA | 15,873 | $14.6M | 4.96% | +15,873 | New |
| Nan Shan Life Insurance Co., Ltd. | 15,686 | $14.4M | 0.52% | +15,686 | New |
| Monetary Management Group Inc | 15,650 | $14.4M | 3.44% | −305−1.9% | Reduced |
| Algert Global LLC | 15,642 | $14.4M | 0.22% | +766+5.1% | Added |
| Brighton Jones LLC | 15,617 | $14.4M | 0.32% | +15,617 | New |
| Fi3 FINANCIAL ADVISORS, LLC | 15,597 | $14.3M | 4.14% | +415+2.7% | Added |