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
- Institutional holders
- 4,644
- +309 vs. Q1 2026
- Shares held
- 787.4M
- +15.8M (+2.0%) vs. Q1 2026
- Total value
- $942.8B
- +$234.2B (+33.1%) vs. Q1 2026
- New holders
- 415
- 2,217 more added
- Sold out
- 106
- 1,487 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 |
|---|---|---|---|---|---|
| Kooman & Associates | 386 | $463.0K | 0.12% | −12−3.0% | Reduced |
| Bluefin Capital Management, LLC | 386 | $463.0K | 0.13% | +386 | New |
| South Shore Capital Advisors | 387 | $463.9K | 0.31% | +23+6.3% | Added |
| Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth Strategies | 387 | $464.2K | 0.36% | 00.0% | Unchanged |
| ACT Advisors, LLC. | 387 | $464.7K | 0.15% | +38+10.9% | Added |
| Livet Wealth, LLC | 388 | $465.4K | 0.27% | −2−0.5% | Reduced |
| Balanced Rock Investment Advisor | 389 | $466.6K | 0.29% | +49+14.4% | Added |
| Accelerate Investment Advisors LLC | 389 | $466.8K | 0.27% | +389 | New |
| Heartwood Wealth Advisors LLC | 392 | $470.2K | 0.04% | +10+2.6% | Added |
| Silver Oak Advisory Group, Inc. | 394 | $472.0K | 0.19% | −31−7.3% | Reduced |
| Xcel Wealth Management, LLC | 394 | $472.6K | 0.11% | +6+1.5% | Added |
| Odyssey Group, LLC | 394 | $472.6K | 0.13% | +394 | New |
| All Terrain Financial Advisors, LLC | 395 | $473.8K | 0.10% | +95+31.7% | Added |
| Goepper Burkhardt LLC | 396 | $475.0K | 0.14% | 00.0% | Unchanged |
| Markin Asset Management, LP | 396 | $475.3K | 0.41% | 00.0% | Unchanged |
| True Wealth Design, LLC | 397 | $476.1K | 0.11% | −36−8.3% | Reduced |
| tru Independence LLC | 398 | $476.8K | 0.21% | +5+1.3% | Added |
| Torray LLC | 398 | $477.4K | 0.06% | 00.0% | Unchanged |
| Vista Investment Management | 398 | $477.4K | 0.14% | +50+14.4% | Added |
| Sentinel Advisory Group, LLC | 398 | $477.7K | 0.20% | 00.0% | Unchanged |
| Earnest Partners LLC | 399 | $478.6K | 0.00% | 00.0% | Unchanged |
| Baring Financial LLC | 399 | $478.7K | 0.26% | −11−2.7% | Reduced |
| Closed-End Fund Advisors, Inc. | 400 | $479.8K | 0.47% | 00.0% | Unchanged |
| ISAM Funds (UK) Ltd | 400 | $479.8K | 0.34% | +400 | New |
| Chung Wu Investment Group, LLC | 400 | $479.8K | 0.32% | +400 | New |
| IMPACTfolio, LLC | 401 | $480.4K | 0.18% | 00.0% | Unchanged |
| GenWealth Group, Inc. | 401 | $481.0K | 0.07% | 00.0% | Unchanged |
| Stembrook Asset Management, LLC | 401 | $481.0K | 0.42% | 00.0% | Unchanged |
| Peirce Capital Management, LLC | 403 | $483.4K | 0.18% | +26+6.9% | Added |
| Wagner Wealth Management, LLC | 404 | $484.6K | 0.09% | −7−1.7% | Reduced |
| Seldon Capital LP | 404 | $484.6K | 0.15% | 00.0% | Unchanged |
| WPG Advisers, LLC | 404 | $484.6K | 0.28% | +87+27.4% | Added |
| Riverstone Advisors, LLC | 404 | $484.6K | 0.20% | +114+39.3% | Added |
| LifePlan Investment Advisors, Inc. | 405 | $485.5K | 0.17% | +32+8.6% | Added |
| Focused Alpha, LLC | 406 | $486.4K | 0.12% | −369−47.6% | Reduced |
| Financial Concepts Unlimited, Inc. | 406 | $487.0K | 0.38% | +6+1.5% | Added |
| Maridea Wealth Management LLC | 406 | $487.2K | 0.05% | +52+14.7% | Added |
| Sierra Capital LLC | 407 | $488.2K | 0.05% | 00.0% | Unchanged |
| Rainey & Randall Investment Management Inc. | 407 | $488.2K | 0.07% | 00.0% | Unchanged |
| Taylor Securities Services, Inc. | 408 | $488.8K | 0.20% | +1+0.2% | Added |
| BKM Wealth Management, LLC | 408 | $489.4K | 0.17% | −9−2.2% | Reduced |
| Advisor Resource Council | 408 | $489.6K | 0.16% | +28+7.4% | Added |
| Massar Capital Management, LP | 409 | $490.6K | 0.17% | +409 | New |
| Echo45 Advisors LLC | 409 | $490.7K | 0.25% | −43−9.5% | Reduced |
| TMB Capital Partners, LLC | 410 | $491.8K | 0.15% | −2−0.5% | Reduced |
| Owen LaRue, LLC | 410 | $492.0K | 0.17% | 00.0% | Unchanged |
| Braun-Bostich & Associates Inc. | 411 | $493.0K | 0.28% | −66−13.8% | Reduced |
| Laffer Tengler Investments | 411 | $493.0K | 0.06% | 00.0% | Unchanged |
| Capital Planning LLC | 412 | $493.7K | 0.14% | +1+0.2% | Added |
| WFA of San Diego, LLC | 409 | $494.5K | 0.40% | −128−23.8% | Reduced |
| Slagle Financial, LLC | 413 | $495.3K | 0.15% | −4−1.0% | Reduced |
| Quad-Cities Investment Group, LLC | 413 | $495.4K | 0.18% | +11+2.7% | Added |
| Wernau Asset Management Inc. | 414 | $497.0K | 0.47% | −22−5.0% | Reduced |
| Sandro Wealth Management LLC | 415 | $497.5K | 0.36% | +59+16.6% | Added |
| Bright Futures Wealth Management, LLC. | 415 | $497.7K | 0.32% | +101+32.2% | Added |
| Cascade Investment Group, Inc. | 416 | $499.0K | 0.28% | −10−2.3% | Reduced |
| Roble, Belko & Company, Inc | 416 | $499.0K | 0.05% | 00.0% | Unchanged |
| Bank of Nova Scotia Trust Co | 417 | $500.2K | 0.04% | +4+1.0% | Added |
| RS Crum Inc. | 417 | $500.3K | 0.09% | −10−2.3% | Reduced |
| AdviceOne Advisory Services, LLC | 417 | $500.5K | 0.28% | 00.0% | Unchanged |
| Sunesis Advisors, LLC | 419 | $502.6K | 0.21% | −136−24.5% | Reduced |
| Altar Rock LLC | 419 | $502.6K | 0.73% | −10−2.3% | Reduced |
| Raffa Wealth Management, LLC | 420 | $503.2K | 0.06% | +17+4.2% | Added |
| Global View Capital Management LLC | 420 | $503.8K | 0.10% | +33+8.5% | Added |
| Wilkinson Global Asset Management LLC | 420 | $503.8K | 0.04% | 00.0% | Unchanged |
| RFP Financial Group LLC | 422 | $506.2K | 0.23% | +422 | New |
| Stonekeep Investments, LLC | 423 | $507.0K | 0.30% | 00.0% | Unchanged |
| Centennial Bank | 423 | $507.4K | 0.16% | 00.0% | Unchanged |
| Renasant Bank | 423 | $507.4K | 0.33% | +2+0.5% | Added |
| Williams & Novak, LLC | 423 | $507.4K | 0.34% | +423 | New |
| S&A Financial Services, Inc. | 425 | $509.6K | 0.31% | 00.0% | Unchanged |
| Meriwether Wealth & Planning, LLC | 425 | $509.8K | 0.25% | −8−1.8% | Reduced |
| Fidelity D & D Bancorp Inc | 425 | $509.8K | 0.17% | +115+37.1% | Added |
| Serenus Wealth Advisors, LLC | 425 | $509.8K | 0.09% | −14−3.2% | Reduced |
| Kirtland Hills Capital Management, LLC | 425 | $509.9K | 0.15% | +27+6.8% | Added |
| Private Capital Management, LLC | 425 | $510.0K | 0.05% | +2+0.5% | Added |
| Pine Haven Investment Counsel, Inc | 427 | $512.2K | 0.34% | +10+2.4% | Added |
| Intergy Private Wealth, LLC | 427 | $512.2K | 0.12% | +60+16.3% | Added |
| Aurdan Capital Management, LLC | 428 | $513.4K | 0.13% | +12+2.9% | Added |
| Leonard Rickey Investment Advisors P.L.L.C. | 429 | $514.5K | 0.08% | +33+8.3% | Added |
| Harris Associates L PSuperinvestorHarris Associates (Oakmark) | 431 | $517.0K | 0.00% | −19−4.2% | Reduced |
| Broadway Wealth Solutions, Inc. | 431 | $517.0K | 0.24% | +19+4.6% | Added |
| Tannin Capital LLC | 431 | $517.0K | 0.34% | +45+11.7% | Added |
| S Harris Financial Group, LLC | 433 | $518.8K | 0.40% | −117−21.3% | Reduced |
| McElhenny Sheffield Capital Management, LLC | 433 | $519.4K | 0.13% | +107+32.8% | Added |
| Strategic Family Wealth Counselors, L.L.C. | 433 | $519.4K | 0.12% | 00.0% | Unchanged |
| Curio Wealth, LLC | 434 | $520.0K | 0.16% | 00.0% | Unchanged |
| George Kaiser Family Foundation | 434 | $520.6K | 0.05% | −52−10.7% | Reduced |
| Koesten, Hirschmann & Crabtree, INC. | 434 | $520.7K | 0.22% | +434 | New |
| First Fiduciary Investment Counsel, Inc. | 435 | $522.0K | 0.10% | −40−8.4% | Reduced |
| Van Diest Capital, LLC | 436 | $522.8K | 0.47% | −624−58.9% | Reduced |
| Fountainhead AM, LLC | 436 | $523.2K | 0.39% | +110+33.7% | Added |
| Cornerstone Planning Group LLC | 450 | $523.2K | 0.07% | +12+2.7% | Added |
| Narus Financial Partners, LLC | 437 | $524.2K | 0.13% | −54−11.0% | Reduced |
| Ruggaard & Associates LLC | 437 | $524.3K | 0.19% | 00.0% | Unchanged |
| Rose Capital Advisors LLC | 438 | $525.4K | 0.28% | +438 | New |
| Winebrenner Capital Management LLC | 439 | $526.5K | 0.32% | −153−25.8% | Reduced |
| Arta Finance Wealth Management LLC | 439 | $526.5K | 0.23% | +34+8.4% | Added |
| Maltin Wealth Management, Inc. | 440 | $527.8K | 0.18% | −2−0.5% | Reduced |
| Avise Financial Cooperative, Inc. | 441 | $528.5K | 0.37% | +52+13.4% | Added |