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: 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 | $942.7B |
| 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 |
|---|---|---|---|---|---|
| National Wealth Management Group, LLC | 803 | $963.3K | 0.30% | −18−2.2% | Reduced |
| Bennett Associates Wealth Management | 803 | $963.1K | 0.60% | +137+20.6% | Added |
| Beacon Financial Strategies CORP | 801 | $960.6K | 0.48% | 00.0% | Unchanged |
| Cacti Asset Management LLC | 800 | $959.5K | 0.05% | 00.0% | Unchanged |
| Zeit Capital LLC | 800 | $959.5K | 0.58% | +200+33.3% | Added |
| Avalon Trust Co | 799 | $958.3K | 0.06% | −50−5.9% | Reduced |
| Retirement Planning Group, LLC | 799 | $958.1K | 0.52% | 00.0% | Unchanged |
| SilverOak Wealth Management LLC | 797 | $955.9K | 0.12% | +2+0.3% | Added |
| Carson Advisory Inc. | 796 | $954.8K | 0.44% | +15+1.9% | Added |
| Vance Wealth, Inc. | 796 | $954.5K | 0.22% | +172+27.6% | Added |
| Uniting Wealth Partners, LLC | 794 | $952.6K | 0.19% | −1−0.1% | Reduced |
| Brooktree Capital Management | 794 | $952.3K | 0.62% | 00.0% | Unchanged |
| Crumly & Associates Inc. | 793 | $951.1K | 0.18% | +8+1.0% | Added |
| Endeavor Private Wealth, Inc. | 792 | $950.1K | 0.23% | +149+23.2% | Added |
| C2C Wealth Management, LLC | 790 | $947.5K | 0.74% | 00.0% | Unchanged |
| ORG Wealth Partners, LLC | 787 | $943.9K | 0.14% | −258−24.7% | Reduced |
| Opal Wealth Advisors, LLC | 786 | $942.8K | 0.20% | +7+0.9% | Added |
| WealthPLAN Partners, LLC | 785 | $941.6K | 0.18% | −15−1.9% | Reduced |
| TAGStone Capital, Inc. | 783 | $939.0K | 0.30% | −26−3.2% | Reduced |
| McDonough Capital Management, Inc | 782 | $938.1K | 0.47% | +11+1.4% | Added |
| Great Waters Wealth Management | 781 | $936.9K | 0.09% | +33+4.4% | Added |
| Commons Capital, LLC | 780 | $935.8K | 0.65% | +78+11.1% | Added |
| Integrated Quantitative Investments LLC | 780 | $935.6K | 0.15% | −2,607−77.0% | Reduced |
| Sterling Financial Planning, Inc. | 777 | $932.3K | 0.25% | 00.0% | Unchanged |
| Swisher Financial Concepts, Inc. | 777 | $932.0K | 0.59% | −426−35.4% | Reduced |
| Baron Silver Stevens Financial Advisors, LLC | 775 | $930.6K | 0.12% | −9−1.1% | Reduced |
| Forefront Wealth Partners, LLC | 775 | $930.1K | 0.29% | +4+0.5% | Added |
| Benin Management CORP | 775 | $929.6K | 0.19% | 00.0% | Unchanged |
| TCFG Investment Advisors, LLC | 774 | $928.4K | 0.31% | +156+25.2% | Added |
| Octavia Wealth Advisors, LLC | 772 | $926.1K | 0.08% | +116+17.7% | Added |
| Mathes Company, Inc. | 772 | $926.0K | 0.29% | +190+32.6% | Added |
| American Trust Investment Advisors, LLC | 772 | $926.0K | 0.46% | −48−5.9% | Reduced |
| Avion Wealth | 772 | $925.0K | 0.17% | +45+6.2% | Added |
| Meramec Financial Planners, LLC | 771 | $923.3K | 0.34% | +631+450.7% | Added |
| Nexus Investment Management ULC | 769 | $922.4K | 0.12% | −30−3.8% | Reduced |
| Hollencrest Capital Management | 768 | $921.6K | 0.06% | 00.0% | Unchanged |
| LifeWealth Investments, LLC | 768 | $921.2K | 0.25% | +9+1.2% | Added |
| JPL Wealth Management, LLC | 767 | $919.6K | 0.18% | +16+2.1% | Added |
| BridgePort Financial Solutions, LLC | 766 | $918.2K | 0.23% | +77+11.2% | Added |
| 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 |
| Adalta Capital Management LLC | 763 | $915.2K | 0.40% | −246−24.4% | Reduced |
| Cape Ann Savings Bank | 760 | $911.6K | 0.43% | +68+9.8% | Added |
| Ameriflex Group, Inc. | 759 | $910.4K | 0.37% | +41+5.7% | Added |
| One Wealth Capital Management, LLC | 758 | $909.2K | 0.26% | +396+109.4% | Added |
| ProCore Advisors, LLC | 756 | $908.1K | 1.13% | +28+3.8% | Added |
| Tactive Advisors, LLC | 756 | $906.8K | 0.22% | +157+26.2% | Added |
| WealthCollab, LLC | 756 | $906.8K | 0.33% | +635+524.8% | Added |
| Clark Asset Management, LLC | 756 | $906.8K | 0.07% | −34−4.3% | Reduced |
| Peterson Wealth Advisors, LLC | 755 | $905.8K | 0.11% | +7+0.9% | Added |
| Vestia Personal Wealth Advisors | 755 | $905.7K | 0.35% | +29+4.0% | Added |
| VSM Wealth Advisory, LLC | 755 | $905.6K | 0.24% | +712+1,655.8% | Added |
| FSA Investment Group, LLC | 754 | $904.4K | 0.29% | +354+88.5% | Added |
| MEMBERS Trust Co | 753 | $903.2K | 0.03% | +76+11.2% | Added |
| EJMK Ventures LLC | 752 | $902.1K | 0.41% | +107+16.6% | Added |
| Brasada Capital Management, LP | 750 | $899.6K | 0.16% | +750 | New |
| Banyan Capital Management, Inc. | 750 | $899.6K | 0.39% | 00.0% | Unchanged |
| McDaniel Terry & Co | 749 | $898.4K | 0.07% | 00.0% | Unchanged |
| Innovative Asset Advisors Group, LLC | 748 | $897.5K | 0.39% | +195+35.3% | Added |
| Rosenberg Matthew Hamilton | 748 | $897.2K | 0.17% | +98+15.1% | Added |
| IMZ Advisory Inc | 748 | $896.8K | 0.28% | +1+0.1% | Added |
| 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 |
| BOK Financial Private Wealth, Inc. | 743 | $891.2K | 0.05% | −17−2.2% | Reduced |
| Wealth Effects LLC | 742 | $889.9K | 0.24% | +8+1.1% | Added |
| Members Wealth LLC | 741 | $888.6K | 0.49% | +13+1.8% | Added |
| Beacon Financial Group | 740 | $888.0K | 0.08% | +107+16.9% | Added |
| Coyle Financial Counsel LLC | 740 | $887.5K | 0.16% | +154+26.3% | Added |
| Eaton Financial Holdings Company, LLC | 739 | $887.0K | 0.24% | −41−5.3% | Reduced |
| 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 |
| Sentinel Pension Advisors Inc | 748 | $882.0K | 0.12% | +65+9.5% | Added |
| Vanguard Capital Wealth Advisors | 735 | $881.6K | 0.60% | +154+26.5% | Added |
| Richardson Financial Services Inc. | 733 | $879.2K | 0.50% | +17+2.4% | Added |
| Sage Capital Management, LLC | 730 | $878.1K | 0.34% | 00.0% | Unchanged |
| Stonebridge Financial Group, LLC | 732 | $878.0K | 0.07% | −292−28.5% | Reduced |
| South Plains Financial, Inc. | 732 | $878.0K | 0.47% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 730 | $877.2K | 0.18% | +53+7.8% | Added |
| CJM Wealth Advisers, Ltd. | 730 | $876.1K | 0.23% | +9+1.2% | Added |
| Hanlon Investment Management, Inc. | 730 | $875.6K | 0.46% | +154+26.7% | Added |
| Signature Equity Partners, LLC | 730 | $875.3K | 0.40% | +106+17.0% | Added |
| Winthrop Partners - WNY, LLC | 729 | $874.4K | 0.43% | 00.0% | Unchanged |
| Oakwell Private Wealth Management, LLC | 727 | $872.0K | 0.14% | +86+13.4% | Added |
| WBI Investments | 726 | $870.3K | 0.22% | +726 | New |
| Next Level Private LLC | 725 | $869.2K | 0.17% | −16−2.2% | Reduced |
| GFG Capital, LLC | 724 | $868.4K | 0.24% | +7+1.0% | Added |
| ERn Financial, LLC | 723 | $867.3K | 0.14% | +125+20.9% | Added |
| Wallace Capital Management Inc. | 723 | $867.2K | 0.10% | +258+55.5% | Added |
| MPS Loria Financial Planners, LLC | 723 | $867.1K | 0.20% | 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 |
| Anchor Capital Advisors LLC | 721 | $864.8K | 0.02% | 00.0% | Unchanged |
| Taylor Hoffman Capital Management LLC | 719 | $862.4K | 0.21% | 00.0% | Unchanged |
| Sidoxia Capital Management, LLC | 718 | $861.2K | 0.63% | +9+1.3% | Added |
| Cherrydale Wealth Management, LLC | 717 | $859.7K | 0.22% | +1+0.1% | Added |
| Capstone Financial Advisors, Inc. | 715 | $857.7K | 0.04% | +88+14.0% | Added |
| Tripletail Wealth Management, LLC | 706 | $857.0K | 0.99% | −4−0.6% | Reduced |
| Ellenbecker Investment Group | 714 | $856.5K | 0.10% | −34−4.5% | Reduced |
| Chemistry Wealth Management LLC | 714 | $856.4K | 0.14% | 00.0% | Unchanged |
| Sfam, LLC | 714 | $856.4K | 0.70% | −13−1.8% | Reduced |