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, 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: 62 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 | $942.7B |
| 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, 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 |
|---|---|---|---|---|---|
| West Chester Capital Advisors, Inc | 2,762 | $3.31M | 2.20% | −42−1.5% | Reduced |
| Sippican Capital Advisors | 2,769 | $3.32M | 2.03% | −55−1.9% | Reduced |
| Everpar Advisors LLC | 2,780 | $3.33M | 0.95% | +102+3.8% | Added |
| SP Asset Management LLC | 2,785 | $3.34M | 0.27% | +15+0.5% | Added |
| Red Reef Advisors LLC | 2,788 | $3.34M | 3.08% | −258−8.5% | Reduced |
| Bellwether Advisors, LLC | 2,793 | $3.35M | 0.50% | +935+50.3% | Added |
| West Family Investments, Inc. | 2,795 | $3.35M | 0.97% | +209+8.1% | Added |
| Steigerwald, Gordon & Koch Inc. | 2,796 | $3.35M | 0.33% | 00.0% | Unchanged |
| Menard Financial Group LLC | 2,798 | $3.36M | 1.83% | +813+41.0% | Added |
| Gables Capital Management Inc. | 2,805 | $3.36M | 1.22% | +44+1.6% | Added |
| Ninepoint Partners LP | 2,810 | $3.37M | 0.30% | +2,027+258.9% | Added |
| Essex LLC | 2,814 | $3.38M | 0.51% | −121−4.1% | Reduced |
| Brooks, Moore & Associates, Inc. | 2,819 | $3.38M | 1.52% | +195+7.4% | Added |
| TRB Wealth Management, LLC | 2,820 | $3.38M | 0.45% | −1,585−36.0% | Reduced |
| Patten Group, Inc. | 2,822 | $3.38M | 0.53% | +234+9.0% | Added |
| Calton & Associates, Inc. | 2,827 | $3.39M | 0.50% | +293+11.6% | Added |
| Kingsman Wealth Management, Inc. | 2,833 | $3.40M | 1.59% | +923+48.3% | Added |
| Argonautica Private Wealth Management, Inc | 2,835 | $3.40M | 0.83% | −91−3.1% | Reduced |
| M3 Wealth Management, LLC | 2,836 | $3.40M | 2.21% | +2,836 | New |
| Farmers & Merchants Trust Co of Long Beach | 2,847 | $3.41M | 0.73% | +44+1.6% | Added |
| Lyell Wealth Management, LP | 2,847 | $3.41M | 0.21% | +123+4.5% | Added |
| Southeast Asset Advisors Inc. | 2,848 | $3.42M | 0.35% | 00.0% | Unchanged |
| Essential Planning, LLC. | 2,850 | $3.42M | 0.97% | +11+0.4% | Added |
| Cornerstone Advisory, LLC | 2,851 | $3.42M | 0.28% | +126+4.6% | Added |
| Cary Street Partner Investment Advisory LLC | 2,853 | $3.42M | 0.69% | +53+1.9% | Added |
| Parcion Private Wealth LLC | 2,856 | $3.43M | 0.19% | +104+3.8% | Added |
| Lighthouse Investment Partners, LLC | 2,857 | $3.43M | 0.11% | +2,857 | New |
| SWP Investment Management LLC | 2,857 | $3.43M | 2.37% | +100+3.6% | Added |
| Douglas Lane & Associates, LLC | 2,861 | $3.43M | 0.05% | +208+7.8% | Added |
| Fairfield, Bush & Co. | 2,869 | $3.44M | 1.69% | +32+1.1% | Added |
| KPP Advisory Services LLC | 2,871 | $3.44M | 0.44% | −460−13.8% | Reduced |
| Patriot Financial Group Insurance Agency, LLC | 2,874 | $3.45M | 0.35% | −650−18.4% | Reduced |
| Northstar Advisory Group, LLC | 2,877 | $3.45M | 1.07% | +2,205+328.1% | Added |
| Berkshire Bank | 2,885 | $3.46M | 0.66% | −191−6.2% | Reduced |
| Pathway Financial Advisers, LLC | 2,892 | $3.47M | 0.87% | +101+3.6% | Added |
| Baltimore-Washington Financial Advisors, Inc. | 2,906 | $3.49M | 0.13% | +367+14.5% | Added |
| Wealthedge Investment Advisors, LLC | 2,906 | $3.49M | 1.19% | −1,521−34.4% | Reduced |
| NCM Capital Management, LLC | 2,914 | $3.49M | 1.08% | −15−0.5% | Reduced |
| Paragon Private Wealth Management, LLC | 2,921 | $3.50M | 0.91% | −48−1.6% | Reduced |
| Exit Wealth Advisors, LLC. | 2,922 | $3.50M | 1.60% | +2,922 | New |
| Kessler Investment Group, LLC | 2,923 | $3.51M | 1.50% | −18−0.6% | Reduced |
| MRP Capital Investments, LLC | 2,932 | $3.52M | 2.59% | −45−1.5% | Reduced |
| Capital Investment Counsel, LLC | 2,935 | $3.52M | 0.44% | −4−0.1% | Reduced |
| Bullock Wealth Management Group | 2,962 | $3.53M | 1.53% | −145−4.7% | Reduced |
| Mirabaud & Cie SA | 2,951 | $3.54M | 1.42% | −4,513−60.5% | Reduced |
| Vermillion Wealth Management, Inc. | 2,953 | $3.54M | 0.83% | −398−11.9% | Reduced |
| Contravisory Investment Management, Inc. | 2,955 | $3.54M | 0.63% | −56−1.9% | Reduced |
| Blue Line Capital, LLC | 2,956 | $3.55M | 3.07% | +2,956 | New |
| Whitener Capital Management, Inc. | 2,960 | $3.55M | 0.75% | +1,309+79.3% | Added |
| Accuvest Global Advisors | 2,984 | $3.55M | 3.06% | +1,512+102.7% | Added |
| Sagewood Asset Management LP | 2,963 | $3.55M | 0.80% | +328+12.4% | Added |
| SmartHarvest Portfolios, LLC | 2,966 | $3.56M | 1.15% | +134+4.7% | Added |
| Value Partners Investments Inc. | 2,976 | $3.56M | 0.25% | −41−1.4% | Reduced |
| LRI Investments, LLC | 2,982 | $3.58M | 0.29% | −6−0.2% | Reduced |
| Huntleigh Advisors, Inc. | 2,984 | $3.58M | 0.50% | +107+3.7% | Added |
| Regent Peak Wealth Advisors LLC | 2,995 | $3.59M | 0.67% | +120+4.2% | Added |
| Trust Point Inc. | 2,996 | $3.59M | 0.31% | +264+9.7% | Added |
| Graphene Investments SAS | 3,000 | $3.60M | 2.10% | −200−6.3% | Reduced |
| JBF Capital, Inc. | 3,000 | $3.60M | 0.47% | 00.0% | Unchanged |
| Massachusetts Wealth Management | 3,000 | $3.60M | 1.37% | 00.0% | Unchanged |
| New Republic Capital, LLC | 3,001 | $3.60M | 0.83% | +1,358+82.7% | Added |
| Wealth Architects, LLC | 3,001 | $3.60M | 0.28% | +119+4.1% | Added |
| Hudock, Inc. | 3,005 | $3.60M | 0.46% | +17+0.6% | Added |
| Mfg Wealth Management, Inc. | 3,013 | $3.61M | 2.59% | +935+45.0% | Added |
| Spirit of America Management Corp | 3,015 | $3.62M | 0.68% | 00.0% | Unchanged |
| Greenup Street Wealth Management LLC | 3,016 | $3.62M | 0.44% | +3,016 | New |
| Oslo Pensjonsforsikring AS | 3,025 | $3.63M | 0.42% | +54+1.8% | Added |
| K.J. Harrison & Partners Inc | 3,027 | $3.63M | 0.51% | −15−0.5% | Reduced |
| Patrick M Sweeney & Associates, Inc | 3,027 | $3.63M | 2.09% | +42+1.4% | Added |
| Cito Capital Group, LLC | 3,030 | $3.63M | 0.98% | 00.0% | Unchanged |
| Chesapeake Wealth Management | 3,031 | $3.64M | 1.02% | −111−3.5% | Reduced |
| CMG Global Holdings, LLC | 3,035 | $3.64M | 1.54% | −96−3.1% | Reduced |
| Triumph Capital Management | 3,038 | $3.64M | 0.66% | +673+28.5% | Added |
| Brick & Kyle, Associates | 3,972 | $3.65M | 1.21% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 3,046 | $3.65M | 0.71% | +52+1.7% | Added |
| Woodard & Co Asset Management Group Inc | 3,052 | $3.66M | 0.53% | +86+2.9% | Added |
| Machina Capital S.A.S. | 3,054 | $3.66M | 0.58% | +3,054 | New |
| Marvin & Palmer Associates Inc | 3,065 | $3.68M | 2.31% | +3,065 | New |
| CVA Family Office, LLC | 3,076 | $3.69M | 0.33% | +30+1.0% | Added |
| Alta Advisers Ltd | 3,079 | $3.69M | 0.84% | 00.0% | Unchanged |
| Drive Wealth Management, LLC | 3,080 | $3.69M | 0.66% | +128+4.3% | Added |
| Henson-Edgewater Management, LLC | 3,029 | $3.70M | 1.93% | +50+1.7% | Added |
| JCIC Asset Management Inc. | 4,022 | $3.70M | 1.13% | 00.0% | Unchanged |
| Marino, Stram & Associates LLC | 3,091 | $3.71M | 0.59% | −30−1.0% | Reduced |
| Reliant Investment Partners, LLC | 3,098 | $3.72M | 2.53% | −46−1.5% | Reduced |
| Rollins Financial Advisors, LLC | 3,105 | $3.72M | 0.49% | +1,475+90.5% | Added |
| Blue Capital, Inc. | 3,107 | $3.73M | 2.37% | −511−14.1% | Reduced |
| True North Advisors, LLC | 3,109 | $3.73M | 0.36% | −151−4.6% | Reduced |
| Brookwood Investment Group LLC | 3,111 | $3.73M | 0.43% | +78+2.6% | Added |
| Somerset Group LLC | 3,145 | $3.74M | 2.62% | 00.0% | Unchanged |
| Howland Capital Management LLC | 3,121 | $3.74M | 0.14% | −254−7.5% | Reduced |
| Bosman Wealth Management, LLC | 3,124 | $3.75M | 2.32% | +3,124 | New |
| Xxi Wealth, LLC | 3,126 | $3.75M | 1.72% | +86+2.8% | Added |
| Lotus Technology Management, LP | 3,128 | $3.75M | 4.64% | +3,128 | New |
| Evergreen Wealth Solutions, LLC | 3,108 | $3.76M | 0.20% | +162+5.5% | Added |
| TBH Global Asset Management, LLC | 3,133 | $3.76M | 0.69% | +616+24.5% | Added |
| Lighthouse Financial Services Inc | 3,155 | $3.76M | 0.79% | +90+2.9% | Added |
| Alteri Wealth LLC | 3,143 | $3.77M | 1.04% | +77+2.5% | Added |
| Austin Asset Management Co Inc | 3,150 | $3.78M | 0.53% | 00.0% | Unchanged |
| Accredited Investors Inc. | 3,151 | $3.78M | 0.16% | −1,099−25.9% | Reduced |