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 |
|---|---|---|---|---|---|
| Ameriflex Group, Inc. | 759 | $910.4K | 0.37% | +41+5.7% | Added |
| Cape Ann Savings Bank | 760 | $911.6K | 0.43% | +68+9.8% | Added |
| Adalta Capital Management LLC | 763 | $915.2K | 0.40% | −246−24.4% | Reduced |
| Ticino Wealth | 764 | $916.4K | 0.29% | −220−22.4% | Reduced |
| Wedge Capital Management L L P | 764 | $916.4K | 0.02% | −81−9.6% | Reduced |
| BridgePort Financial Solutions, LLC | 766 | $918.2K | 0.23% | +77+11.2% | Added |
| JPL Wealth Management, LLC | 767 | $919.6K | 0.18% | +16+2.1% | Added |
| LifeWealth Investments, LLC | 768 | $921.2K | 0.25% | +9+1.2% | Added |
| Hollencrest Capital Management | 768 | $921.6K | 0.06% | 00.0% | Unchanged |
| Nexus Investment Management ULC | 769 | $922.4K | 0.12% | −30−3.8% | Reduced |
| Meramec Financial Planners, LLC | 771 | $923.3K | 0.34% | +631+450.7% | Added |
| Avion Wealth | 772 | $925.0K | 0.17% | +45+6.2% | Added |
| American Trust Investment Advisors, LLC | 772 | $926.0K | 0.46% | −48−5.9% | Reduced |
| Mathes Company, Inc. | 772 | $926.0K | 0.29% | +190+32.6% | Added |
| Octavia Wealth Advisors, LLC | 772 | $926.1K | 0.08% | +116+17.7% | Added |
| TCFG Investment Advisors, LLC | 774 | $928.4K | 0.31% | +156+25.2% | Added |
| Benin Management CORP | 775 | $929.6K | 0.19% | 00.0% | Unchanged |
| Forefront Wealth Partners, LLC | 775 | $930.1K | 0.29% | +4+0.5% | Added |
| Baron Silver Stevens Financial Advisors, LLC | 775 | $930.6K | 0.12% | −9−1.1% | Reduced |
| Swisher Financial Concepts, Inc. | 777 | $932.0K | 0.59% | −426−35.4% | Reduced |
| Sterling Financial Planning, Inc. | 777 | $932.3K | 0.25% | 00.0% | Unchanged |
| Integrated Quantitative Investments LLC | 780 | $935.6K | 0.15% | −2,607−77.0% | Reduced |
| Commons Capital, LLC | 780 | $935.8K | 0.65% | +78+11.1% | Added |
| Great Waters Wealth Management | 781 | $936.9K | 0.09% | +33+4.4% | Added |
| McDonough Capital Management, Inc | 782 | $938.1K | 0.47% | +11+1.4% | Added |
| TAGStone Capital, Inc. | 783 | $939.0K | 0.30% | −26−3.2% | Reduced |
| WealthPLAN Partners, LLC | 785 | $941.6K | 0.18% | −15−1.9% | Reduced |
| Opal Wealth Advisors, LLC | 786 | $942.8K | 0.20% | +7+0.9% | Added |
| ORG Wealth Partners, LLC | 787 | $943.9K | 0.14% | −258−24.7% | Reduced |
| C2C Wealth Management, LLC | 790 | $947.5K | 0.74% | 00.0% | Unchanged |
| Endeavor Private Wealth, Inc. | 792 | $950.1K | 0.23% | +149+23.2% | Added |
| Crumly & Associates Inc. | 793 | $951.1K | 0.18% | +8+1.0% | Added |
| Brooktree Capital Management | 794 | $952.3K | 0.62% | 00.0% | Unchanged |
| Uniting Wealth Partners, LLC | 794 | $952.6K | 0.19% | −1−0.1% | Reduced |
| Vance Wealth, Inc. | 796 | $954.5K | 0.22% | +172+27.6% | Added |
| Carson Advisory Inc. | 796 | $954.8K | 0.44% | +15+1.9% | Added |
| SilverOak Wealth Management LLC | 797 | $955.9K | 0.12% | +2+0.3% | Added |
| Retirement Planning Group, LLC | 799 | $958.1K | 0.52% | 00.0% | Unchanged |
| Avalon Trust Co | 799 | $958.3K | 0.06% | −50−5.9% | Reduced |
| Cacti Asset Management LLC | 800 | $959.5K | 0.05% | 00.0% | Unchanged |
| Zeit Capital LLC | 800 | $959.5K | 0.58% | +200+33.3% | Added |
| Beacon Financial Strategies CORP | 801 | $960.6K | 0.48% | 00.0% | Unchanged |
| Bennett Associates Wealth Management | 803 | $963.1K | 0.60% | +137+20.6% | Added |
| National Wealth Management Group, LLC | 803 | $963.3K | 0.30% | −18−2.2% | Reduced |
| Park Place Capital Corp | 806 | $967.1K | 0.15% | −40−4.7% | Reduced |
| MinichMacGregor Wealth Management, LLC | 808 | $969.4K | 0.15% | +332+69.7% | Added |
| Endowment Wealth Management, Inc. | 809 | $971.2K | 0.38% | +44+5.8% | Added |
| Liberty Square Wealth Partners LLC | 810 | $971.5K | 0.23% | +19+2.4% | Added |
| Allied Private Wealth LLC | 800 | $973.6K | 0.62% | +800 | New |
| Y.D. More Investments Ltd | 835 | $974.0K | 0.03% | −65−7.2% | Reduced |
| GEM Asset Management, LLC | 812 | $974.4K | 0.38% | −12−1.5% | Reduced |
| Gentry Private Wealth, LLC | 813 | $975.1K | 0.50% | +102+14.3% | Added |
| Samalin Investment Counsel, LLC | 814 | $976.3K | 0.31% | −26−3.1% | Reduced |
| Foster & Motley Inc | 814 | $977.0K | 0.04% | −6−0.7% | Reduced |
| Flatrock Wealth Partners LLC | 816 | $978.3K | 0.38% | +76+10.3% | Added |
| TFB Advisors LLC | 816 | $978.7K | 0.43% | −3−0.4% | Reduced |
| Navis Wealth Advisors, LLC | 816 | $978.8K | 0.37% | −13−1.6% | Reduced |
| Gen-Wealth Partners Inc | 817 | $979.5K | 0.27% | −51−5.9% | Reduced |
| Financial Insights, Inc. | 817 | $979.9K | 0.26% | +34+4.3% | Added |
| Centerpoint Advisors, LLC | 817 | $980.0K | 0.28% | −750−47.9% | Reduced |
| Graybill Bartz & Assoc Ltd | 818 | $981.1K | 0.26% | 00.0% | Unchanged |
| Birch Hill Investment Advisors LLC | 818 | $981.1K | 0.04% | +140+20.6% | Added |
| Kendall Capital Management | 819 | $982.3K | 0.16% | −600−42.3% | Reduced |
| IFG Advisors, LLC | 820 | $983.5K | 0.14% | +2+0.2% | Added |
| August Group Capital Ltd | 822 | $985.9K | 1.08% | −31−3.6% | Reduced |
| Key Financial Inc | 824 | $988.3K | 0.16% | +10+1.2% | Added |
| J2 Capital Management Inc | 824 | $988.3K | 0.66% | −15−1.8% | Reduced |
| Trueblood Wealth Management, LLC | 825 | $989.4K | 0.35% | −8−1.0% | Reduced |
| Griffin Asset Management, Inc. | 825 | $989.5K | 0.10% | +54+7.0% | Added |
| Transcendent Capital Group LLC | 825 | $989.5K | 0.38% | +825 | New |
| Voya Financial Advisors, Inc. | 805 | $990.1K | 0.09% | −244−23.3% | Reduced |
| Sepio Capital, LP | 826 | $990.2K | 0.05% | +45+5.8% | Added |
| Francis Financial, Inc. | 826 | $990.7K | 0.16% | +65+8.5% | Added |
| Kraematon Investment Advisors, Inc | 829 | $994.5K | 0.74% | 00.0% | Unchanged |
| J Hagan Capital, Inc. | 830 | $995.1K | 0.46% | +28+3.5% | Added |
| Athena Investment Management | 831 | $996.7K | 0.59% | −450−35.1% | Reduced |
| Penserra Capital Management LLC | 833 | $997.0K | 0.01% | +242+40.9% | Added |
| Yarger Wealth Strategies, LLC | 840 | $998.5K | 0.36% | +64+8.2% | Added |
| Owl Creek Wealth Partners LLC | 835 | $1.00M | 0.29% | +58+7.5% | Added |
| Fulcrum Equity Management | 836 | $1.00M | 0.81% | −79−8.6% | Reduced |
| Palacios Wealth Management, LLC | 836 | $1.00M | 0.59% | +15+1.8% | Added |
| Coign Capital Advisors LLC | 836 | $1.00M | 0.45% | +4+0.5% | Added |
| NewSquare Capital LLC | 836 | $1.00M | 0.07% | +142+20.5% | Added |
| ABLE Financial Group, LLC | 837 | $1.00M | 0.17% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 839 | $1.01M | 0.05% | −120−12.5% | Reduced |
| Alexander Labrunerie & Co., Inc. | 842 | $1.01M | 0.35% | −20−2.3% | Reduced |
| Operose Advisors LLC | 842 | $1.01M | 0.20% | −14−1.6% | Reduced |
| Washburn Capital Management, Inc. | 842 | $1.01M | 0.50% | −184−17.9% | Reduced |
| Legacy Wealth Advisors, LLC | 844 | $1.01M | 0.44% | +148+21.3% | Added |
| Legacy Financial Strategies, LLC | 844 | $1.01M | 0.16% | +63+8.1% | Added |
| Main Line Retirement Advisors, LLC | 847 | $1.02M | 0.47% | 00.0% | Unchanged |
| Worthington Financial Partners, LLC | 849 | $1.02M | 0.84% | +65+8.3% | Added |
| First Financial Bankshares Inc | 850 | $1.02M | 0.02% | −47−5.2% | Reduced |
| City Center Advisors, LLC | 850 | $1.02M | 0.83% | +38+4.7% | Added |
| New World Advisors LLC | 851 | $1.02M | 0.17% | +69+8.8% | Added |
| Strait & Sound Wealth Management LLC | 856 | $1.03M | 0.36% | −21−2.4% | Reduced |
| Councilmark Asset Management, LLC | 856 | $1.03M | 0.54% | 00.0% | Unchanged |
| Cardiff Park Advisors, LLC | 856 | $1.03M | 0.08% | +21+2.5% | Added |
| 44 Wealth Management LLC | 858 | $1.03M | 0.34% | −30−3.4% | Reduced |
| WESPAC Advisors SoCal, LLC | 858 | $1.03M | 0.18% | +185+27.5% | Added |