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, Q2 2026
Institutional positions in Eli Lilly & Co as of Jun 30, 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
Q3 2026 data is still coming in: 20 institutions have reported holding LLY so far. See Q3 2026
- Institutional holders
- 4,644
- +310 vs. Q1 2026
- Shares held
- 787.4M
- +15.8M (+2.0%) vs. Q1 2026
- Total value
- $942.7B
- +$234.2B (+33.1%) vs. Q1 2026
- New holders
- 416
- 2,217 more added
- Sold out
- 106
- 1,486 more reduced
57 institutions that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2026: 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, Q2 2026
Shares, value and share of portfolio for each institution holding Eli Lilly & Co; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Karpus Management, Inc. | 680 | $815.6K | 0.02% | 00.0% | Unchanged |
| Pennington Partners & Co., LLC | 681 | $816.9K | 0.26% | −53−7.2% | Reduced |
| DDD Partners, LLC | 681 | $817.1K | 0.05% | +681 | New |
| Powell Investment Advisors, LLC | 683 | $819.2K | 0.26% | 00.0% | Unchanged |
| Scarborough Advisors, LLC | 723 | $819.6K | 0.09% | −10−1.4% | Reduced |
| Alpha Financial Partners, LLC | 684 | $820.4K | 0.43% | −3−0.4% | Reduced |
| Richard P Slaughter Associates Inc | 684 | $820.4K | 0.16% | −138−16.8% | Reduced |
| 1015 Capital Partners, LLC | 684 | $820.4K | 0.69% | −5−0.7% | Reduced |
| Prosperity Bancshares Inc | 685 | $821.6K | 0.54% | +99+16.9% | Added |
| COFG Advisors, LLC | 686 | $822.2K | 0.14% | −53−7.2% | Reduced |
| AIMZ Investment Advisors, LLC | 686 | $823.2K | 0.23% | +75+12.3% | Added |
| 4WEALTH Advisors, Inc. | 669 | $823.2K | 0.63% | −2−0.3% | Reduced |
| Evanson Financial, LLC | 687 | $824.0K | 0.04% | +687 | New |
| Teucrium Investment Advisors, LLC | 688 | $825.2K | 0.73% | −435−38.7% | Reduced |
| Sutton Place Investors LLC | 688 | $825.2K | 0.40% | +22+3.3% | Added |
| Quartz Partners, LLC | 688 | $825.2K | 0.27% | +62+9.9% | Added |
| Proffitt & Goodson Inc | 689 | $826.4K | 0.11% | 00.0% | Unchanged |
| Client First Capital LLC | 690 | $827.6K | 0.33% | 00.0% | Unchanged |
| TrueMark Investments, LLC | 691 | $828.8K | 0.10% | −734−51.5% | Reduced |
| Southland Equity Partners LLC | 693 | $830.8K | 0.15% | +83+13.6% | Added |
| Swan Global Investments, LLC | 693 | $831.2K | 0.04% | +27+4.1% | Added |
| Fielder Capital Group LLC | 694 | $831.9K | 0.18% | +113+19.4% | Added |
| Tributary Capital Management, LLC | 695 | $833.6K | 0.07% | −315−31.2% | Reduced |
| Smallwood Wealth Investment Management, LLC | 697 | $836.0K | 0.37% | +496+246.8% | Added |
| Vertrix Wealth Management, LLC | 697 | $836.0K | 0.28% | −36−4.9% | Reduced |
| Nolet Wealth Management, LLC | 699 | $838.0K | 0.46% | +59+9.2% | Added |
| Beacon Financial Advisory LLC | 699 | $838.0K | 0.16% | 00.0% | Unchanged |
| Hoertkorn Richard Charles | 700 | $839.6K | 0.56% | 00.0% | Unchanged |
| Chapman Financial Group, LLC | 700 | $839.6K | 0.56% | 00.0% | Unchanged |
| Burk Holdings LLC | 700 | $839.6K | 0.31% | 00.0% | Unchanged |
| Cohen & Steers, Inc. | 700 | $840.0K | 0.00% | +100+16.7% | Added |
| Journey Retirement Planning & Investment Management LLC | 700 | $840.0K | 0.65% | −33−4.5% | Reduced |
| Daner Wealth Management, LLC | 697 | $842.3K | 0.46% | +5+0.7% | Added |
| Terril Brothers, Inc. | 703 | $843.2K | 0.22% | 00.0% | Unchanged |
| LeClair Wealth Partners LLC | 704 | $844.6K | 0.44% | +704 | New |
| 17 Capital Partners, LLC | 705 | $845.6K | 0.38% | +7+1.0% | Added |
| Mark Sheptoff Financial Planning, LLC | 705 | $845.6K | 0.45% | 00.0% | Unchanged |
| CWS Financial Advisors, LLC | 705 | $846.0K | 0.19% | −53−7.0% | Reduced |
| Eagle Bay Advisors LLC | 706 | $847.4K | 0.63% | +55+8.4% | Added |
| StoryOne LLC | 707 | $848.0K | 0.40% | +707 | Added |
| Code Waechter LLC | 710 | $851.6K | 0.44% | −190−21.1% | Reduced |
| AlphaGrep UK Ltd | 710 | $851.6K | 0.26% | +133+23.1% | Added |
| Seaside Wealth Management, Inc. | 711 | $852.8K | 0.21% | +6+0.9% | Added |
| Revisor Wealth Management LLC | 712 | $854.3K | 0.21% | −87−10.9% | Reduced |
| Sfam, LLC | 714 | $856.4K | 0.70% | −13−1.8% | Reduced |
| Chemistry Wealth Management LLC | 714 | $856.4K | 0.14% | 00.0% | Unchanged |
| Ellenbecker Investment Group | 714 | $856.5K | 0.10% | −34−4.5% | Reduced |
| Tripletail Wealth Management, LLC | 706 | $857.0K | 0.99% | −4−0.6% | Reduced |
| Capstone Financial Advisors, Inc. | 715 | $857.7K | 0.04% | +88+14.0% | Added |
| Cherrydale Wealth Management, LLC | 717 | $859.7K | 0.22% | +1+0.1% | Added |
| Sidoxia Capital Management, LLC | 718 | $861.2K | 0.63% | +9+1.3% | Added |
| Taylor Hoffman Capital Management LLC | 719 | $862.4K | 0.21% | 00.0% | Unchanged |
| Anchor Capital Advisors LLC | 721 | $864.8K | 0.02% | 00.0% | Unchanged |
| Prudent Investors Network | 722 | $866.0K | 0.17% | −85−10.5% | Reduced |
| Vaquero Private Wealth, Ltd | 722 | $866.0K | 0.18% | +722 | New |
| MPS Loria Financial Planners, LLC | 723 | $867.1K | 0.20% | 00.0% | Unchanged |
| Wallace Capital Management Inc. | 723 | $867.2K | 0.10% | +258+55.5% | Added |
| ERn Financial, LLC | 723 | $867.3K | 0.14% | +125+20.9% | Added |
| GFG Capital, LLC | 724 | $868.4K | 0.24% | +7+1.0% | Added |
| Next Level Private LLC | 725 | $869.2K | 0.17% | −16−2.2% | Reduced |
| WBI Investments | 726 | $870.3K | 0.22% | +726 | New |
| Oakwell Private Wealth Management, LLC | 727 | $872.0K | 0.14% | +86+13.4% | Added |
| Winthrop Partners - WNY, LLC | 729 | $874.4K | 0.43% | 00.0% | Unchanged |
| Signature Equity Partners, LLC | 730 | $875.3K | 0.40% | +106+17.0% | Added |
| Hanlon Investment Management, Inc. | 730 | $875.6K | 0.46% | +154+26.7% | Added |
| CJM Wealth Advisers, Ltd. | 730 | $876.1K | 0.23% | +9+1.2% | Added |
| Dunhill Financial, LLC | 730 | $877.2K | 0.18% | +53+7.8% | Added |
| South Plains Financial, Inc. | 732 | $878.0K | 0.47% | 00.0% | Unchanged |
| Stonebridge Financial Group, LLC | 732 | $878.0K | 0.07% | −292−28.5% | Reduced |
| Sage Capital Management, LLC | 730 | $878.1K | 0.34% | 00.0% | Unchanged |
| Richardson Financial Services Inc. | 733 | $879.2K | 0.50% | +17+2.4% | Added |
| Vanguard Capital Wealth Advisors | 735 | $881.6K | 0.60% | +154+26.5% | Added |
| Sentinel Pension Advisors Inc | 748 | $882.0K | 0.12% | +65+9.5% | Added |
| Vilga Financial Planning LLC | 738 | $885.2K | 0.67% | 00.0% | Unchanged |
| Ehrenkranz Partners L.P. | 738 | $885.2K | 0.51% | +66+9.8% | Added |
| Eaton Financial Holdings Company, LLC | 739 | $887.0K | 0.24% | −41−5.3% | Reduced |
| Coyle Financial Counsel LLC | 740 | $887.5K | 0.16% | +154+26.3% | Added |
| Beacon Financial Group | 740 | $888.0K | 0.08% | +107+16.9% | Added |
| Members Wealth LLC | 741 | $888.6K | 0.49% | +13+1.8% | Added |
| Wealth Effects LLC | 742 | $889.9K | 0.24% | +8+1.1% | Added |
| BOK Financial Private Wealth, Inc. | 743 | $891.2K | 0.05% | −17−2.2% | Reduced |
| Cypress Capital, LLC | 746 | $894.8K | 0.24% | −6−0.8% | Reduced |
| Dogwood Wealth Management LLC | 746 | $894.8K | 0.35% | +247+49.5% | Added |
| IMZ Advisory Inc | 748 | $896.8K | 0.28% | +1+0.1% | Added |
| Rosenberg Matthew Hamilton | 748 | $897.2K | 0.17% | +98+15.1% | Added |
| Innovative Asset Advisors Group, LLC | 748 | $897.5K | 0.39% | +195+35.3% | Added |
| McDaniel Terry & Co | 749 | $898.4K | 0.07% | 00.0% | Unchanged |
| Banyan Capital Management, Inc. | 750 | $899.6K | 0.39% | 00.0% | Unchanged |
| Brasada Capital Management, LP | 750 | $899.6K | 0.16% | +750 | New |
| EJMK Ventures LLC | 752 | $902.1K | 0.41% | +107+16.6% | Added |
| MEMBERS Trust Co | 753 | $903.2K | 0.03% | +76+11.2% | Added |
| FSA Investment Group, LLC | 754 | $904.4K | 0.29% | +354+88.5% | Added |
| VSM Wealth Advisory, LLC | 755 | $905.6K | 0.24% | +712+1,655.8% | Added |
| Vestia Personal Wealth Advisors | 755 | $905.7K | 0.35% | +29+4.0% | Added |
| Peterson Wealth Advisors, LLC | 755 | $905.8K | 0.11% | +7+0.9% | Added |
| Clark Asset Management, LLC | 756 | $906.8K | 0.07% | −34−4.3% | Reduced |
| WealthCollab, LLC | 756 | $906.8K | 0.33% | +635+524.8% | Added |
| Tactive Advisors, LLC | 756 | $906.8K | 0.22% | +157+26.2% | Added |
| ProCore Advisors, LLC | 756 | $908.1K | 1.13% | +28+3.8% | Added |
| One Wealth Capital Management, LLC | 758 | $909.2K | 0.26% | +396+109.4% | Added |