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: 110 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 |
|---|---|---|---|---|---|
| Versant Capital Management, Inc | 3,562 | $4.27M | 0.38% | +16+0.5% | Added |
| Vista Investment Partners LLC | 3,568 | $4.28M | 1.08% | −51−1.4% | Reduced |
| Ironwood Investment Counsel, LLC | 3,573 | $4.29M | 0.56% | +218+6.5% | Added |
| Umpqua Bank | 3,594 | $4.31M | 0.97% | −1,142−24.1% | Reduced |
| LVW Advisors, LLC | 3,596 | $4.31M | 0.37% | +101+2.9% | Added |
| BIP Wealth, LLC | 3,598 | $4.32M | 0.12% | +534+17.4% | Added |
| Glen Eagle Advisors, LLC | 3,599 | $4.32M | 0.54% | +135+3.9% | Added |
| Oak Harvest Investment Services | 3,607 | $4.33M | 0.40% | +406+12.7% | Added |
| Congress Park Capital LLC | 3,607 | $4.33M | 1.17% | −2−0.1% | Reduced |
| Rockingstone Advisors LLC | 3,612 | $4.33M | 1.74% | +112+3.2% | Added |
| Wellspring Financial Advisors, LLC | 3,616 | $4.34M | 0.29% | −423−10.5% | Reduced |
| Carr Financial Group Corp | 3,621 | $4.34M | 1.00% | −103−2.8% | Reduced |
| Millennium Capital Advisors, LLC | 3,623 | $4.35M | 2.37% | −44−1.2% | Reduced |
| McMillan Office, Inc. | 3,626 | $4.35M | 0.50% | +72+2.0% | Added |
| Wealth Dimensions Group, Ltd. | 3,627 | $4.35M | 0.78% | +31+0.9% | Added |
| Aster Capital Management (DIFC) Ltd | 3,629 | $4.35M | 0.93% | +3,629 | New |
| Adirondack Trust Co | 3,642 | $4.37M | 1.30% | −115−3.1% | Reduced |
| Tenere Capital LLC | 3,642 | $4.37M | 3.47% | −2,948−44.7% | Reduced |
| Bellars Harris Wealth Management, LLC | 3,643 | $4.37M | 0.89% | +3,643 | New |
| DeDora Capital, Inc. | 3,644 | $4.37M | 0.95% | +244+7.2% | Added |
| Garden State Investment Advisory Services LLC | 3,646 | $4.38M | 0.86% | +122+3.5% | Added |
| Keel Point, LLC | 3,650 | $4.38M | 0.26% | +979+36.7% | Added |
| Hanson & Doremus Investment Management | 3,655 | $4.38M | 0.45% | −10−0.3% | Reduced |
| James J. Burns & Company, LLC | 3,672 | $4.40M | 0.48% | 00.0% | Unchanged |
| Concord Wealth Partners | 3,673 | $4.41M | 0.50% | +308+9.2% | Added |
| Quotient Wealth Partners, LLC | 3,676 | $4.41M | 0.10% | +101+2.8% | Added |
| Sovran Advisors, LLC | 3,612 | $4.41M | 0.33% | +881+32.3% | Added |
| BCJ Capital Management, LLC | 3,679 | $4.41M | 0.22% | +96+2.7% | Added |
| Campbell & CO Investment Adviser LLC | 3,682 | $4.42M | 0.23% | −3,359−47.7% | Reduced |
| Fortis Capital Advisors, LLC | 3,684 | $4.42M | 0.50% | +477+14.9% | Added |
| Forum Finance Group S.A. | 4,562 | $4.42M | 1.59% | +1,498+48.9% | Added |
| Prudent Man Advisors, LLC | 3,695 | $4.43M | 1.01% | +729+24.6% | Added |
| Estabrook Capital Management | 3,705 | $4.44M | 0.60% | −103−2.7% | Reduced |
| Consilium Wealth Advisory, LLC | 3,713 | $4.45M | 1.32% | −9−0.2% | Reduced |
| Verum Partners LLC | 3,715 | $4.46M | 0.67% | +99+2.7% | Added |
| Bridgewater Advisors Inc. | 3,983 | $4.47M | 0.24% | −68−1.7% | Reduced |
| Westover Capital Advisors, LLC | 3,728 | $4.47M | 0.74% | +72+2.0% | Added |
| Tritonpoint Wealth, LLC | 3,728 | $4.47M | 0.44% | +133+3.7% | Added |
| WD Rutherford LLC | 3,746 | $4.49M | 1.63% | +3,746 | New |
| NFP Retirement, Inc. | 3,801 | $4.49M | 0.25% | +36+1.0% | Added |
| Murphy, Middleton, Hinkle & Parker, Inc. | 3,750 | $4.50M | 1.83% | 00.0% | Unchanged |
| Great Diamond Partners, LLC | 3,752 | $4.50M | 0.77% | −16−0.4% | Reduced |
| Fulcrum Capital LLC | 3,758 | $4.51M | 0.91% | −49−1.3% | Reduced |
| Marion Wealth Management | 3,761 | $4.51M | 0.92% | +100+2.7% | Added |
| 111 Capital | 3,764 | $4.51M | 0.78% | +978+35.1% | Added |
| Evermay Wealth Management LLC | 3,773 | $4.53M | 0.47% | −90−2.3% | Reduced |
| Blodgett Wealth Advisors, LLC | 3,779 | $4.53M | 3.04% | +20+0.5% | Added |
| Conscious Wealth Investments, LLC | 3,860 | $4.54M | 2.33% | −131−3.3% | Reduced |
| Strategies Wealth Advisors, LLC | 3,791 | $4.55M | 0.41% | −271−6.7% | Reduced |
| Zhang Financial LLC | 3,795 | $4.55M | 0.13% | +491+14.9% | Added |
| Peterson Wealth Management | 3,798 | $4.56M | 2.12% | +3,470+1,057.9% | Added |
| Mitsubishi UFJ Asset Management (UK) Ltd. | 3,800 | $4.56M | 2.12% | +900+31.0% | Added |
| Spears Abacus Advisors LLC | 3,814 | $4.57M | 0.08% | +77+2.1% | Added |
| CoreCap Advisors, LLC | 3,816 | $4.58M | 0.13% | +293+8.3% | Added |
| Asset Dedication, LLC | 3,816 | $4.58M | 0.29% | −257−6.3% | Reduced |
| Horizon Kinetics Asset Management LLC | 3,824 | $4.59M | 0.05% | −141−3.6% | Reduced |
| MJP Associates Inc | 3,834 | $4.60M | 0.50% | +102+2.7% | Added |
| Sivik Global Healthcare LLC | 5,000 | $4.60M | 3.49% | 00.0% | Unchanged |
| Annex Advisory Services, LLC | 3,835 | $4.60M | 0.08% | +60+1.6% | Added |
| Elm Partners Management LLC | 3,843 | $4.61M | 0.14% | −34−0.9% | Reduced |
| Jeppson Wealth Management, LLC | 3,843 | $4.61M | 1.36% | −291−7.0% | Reduced |
| Axecap Investments, LLC | 3,851 | $4.62M | 2.55% | +3,545+1,158.5% | Added |
| Philadelphia Trust Co | 3,859 | $4.63M | 0.30% | 00.0% | Unchanged |
| Trinity Legacy Partners, LLC | 3,961 | $4.63M | 0.93% | +564+16.6% | Added |
| Cornerstone Planning, LLC | 3,861 | $4.63M | 1.07% | +370+10.6% | Added |
| Warner Group LLC | 3,863 | $4.63M | 1.14% | +1,928+99.6% | Added |
| Crystal Rock Capital Management | 3,865 | $4.64M | 2.36% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 3,869 | $4.64M | 0.51% | +347+9.9% | Added |
| Westbourne Investments, Inc. | 3,869 | $4.64M | 1.89% | +272+7.6% | Added |
| HT Partners LLC | 3,878 | $4.65M | 1.29% | −39−1.0% | Reduced |
| Westwood Holdings Group Inc. | 3,880 | $4.65M | 0.04% | −21−0.5% | Reduced |
| Juno Financial Group LLC | 3,880 | $4.65M | 1.65% | +52+1.4% | Added |
| Bourne Lent Asset Management Inc | 3,887 | $4.66M | 1.61% | 00.0% | Unchanged |
| Draper Asset Management, LLC | 3,892 | $4.67M | 2.36% | +122+3.2% | Added |
| NBH Bank | 3,892 | $4.67M | 1.97% | +3,892 | New |
| Davy Global Fund Management Ltd | 3,895 | $4.67M | 0.30% | +2,985+328.0% | Added |
| Claro Advisors LLC | 3,896 | $4.67M | 0.49% | +128+3.4% | Added |
| Miller Capital Partners, Inc. | 3,905 | $4.68M | 1.84% | +27+0.7% | Added |
| Mayflower Financial Advisors, LLC | 3,906 | $4.68M | 0.40% | +129+3.4% | Added |
| Manchester Capital Management LLC | 3,909 | $4.69M | 0.61% | +45+1.2% | Added |
| Brown Miller Wealth Management, LLC | 3,921 | $4.70M | 1.18% | −50−1.3% | Reduced |
| Parthenon LLC | 3,923 | $4.71M | 0.49% | −160−3.9% | Reduced |
| Connecticut Wealth Management, LLC | 3,931 | $4.72M | 0.17% | −87−2.2% | Reduced |
| Hills Bank & Trust Co | 3,941 | $4.73M | 0.20% | +522+15.3% | Added |
| Greater Midwest Financial Group, LLC | 3,943 | $4.73M | 2.36% | +78+2.0% | Added |
| Berkshire Asset Management LLC | 3,943 | $4.73M | 0.19% | −12−0.3% | Reduced |
| Heritage Trust Co | 3,959 | $4.75M | 0.41% | +668+20.3% | Added |
| Legacy Bridge, LLC | 3,978 | $4.77M | 1.47% | +2+0.1% | Added |
| Optas, LLC | 3,980 | $4.77M | 0.67% | +43+1.1% | Added |
| Argus Investors' Counsel, Inc. | 3,987 | $4.78M | 3.68% | −76−1.9% | Reduced |
| Acumen Wealth Advisors, LLC | 3,994 | $4.79M | 1.02% | −372−8.5% | Reduced |
| Opinicus Capital, Inc. | 3,999 | $4.80M | 2.57% | −20−0.5% | Reduced |
| First Heartland Consultants, Inc. | 4,010 | $4.81M | 0.31% | +245+6.5% | Added |
| Graham Capital Management, L.P. | 4,012 | $4.81M | 0.13% | +1,736+76.3% | Added |
| 3Chopt Investment Partners, LLC | 4,014 | $4.81M | 0.90% | +385+10.6% | Added |
| Triad Wealth Partners, LLC | 4,306 | $4.83M | 0.29% | −30−0.7% | Reduced |
| Abundance Wealth Counselors | 4,027 | $4.83M | 0.31% | +1,798+80.7% | Added |
| Paragon Advisors, LLC | 4,037 | $4.84M | 1.02% | −929−18.7% | Reduced |
| Personal Cfo Solutions, LLC | 4,041 | $4.85M | 0.70% | −439−9.8% | Reduced |
| Laurel Oak Wealth Management, LLC | 4,043 | $4.85M | 0.71% | +147+3.8% | Added |