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 |
|---|---|---|---|---|---|
| Revisor Wealth Management LLC | 712 | $854.3K | 0.21% | −87−10.9% | Reduced |
| Seaside Wealth Management, Inc. | 711 | $852.8K | 0.21% | +6+0.9% | Added |
| Code Waechter LLC | 710 | $851.6K | 0.44% | −190−21.1% | Reduced |
| AlphaGrep UK Ltd | 710 | $851.6K | 0.26% | +133+23.1% | Added |
| StoryOne LLC | 707 | $848.0K | 0.40% | +707 | Added |
| Eagle Bay Advisors LLC | 706 | $847.4K | 0.63% | +55+8.4% | Added |
| CWS Financial Advisors, LLC | 705 | $846.0K | 0.19% | −53−7.0% | Reduced |
| Mark Sheptoff Financial Planning, LLC | 705 | $845.6K | 0.45% | 00.0% | Unchanged |
| 17 Capital Partners, LLC | 705 | $845.6K | 0.38% | +7+1.0% | Added |
| LeClair Wealth Partners LLC | 704 | $844.6K | 0.44% | +704 | New |
| Terril Brothers, Inc. | 703 | $843.2K | 0.22% | 00.0% | Unchanged |
| Daner Wealth Management, LLC | 697 | $842.3K | 0.46% | +5+0.7% | Added |
| Journey Retirement Planning & Investment Management LLC | 700 | $840.0K | 0.65% | −33−4.5% | Reduced |
| Cohen & Steers, Inc. | 700 | $840.0K | 0.00% | +100+16.7% | Added |
| Hoertkorn Richard Charles | 700 | $839.6K | 0.56% | 00.0% | Unchanged |
| Chapman Financial Group, LLC | 700 | $839.6K | 0.56% | 00.0% | Unchanged |
| Burk Holdings LLC | 700 | $839.6K | 0.31% | 00.0% | Unchanged |
| Beacon Financial Advisory LLC | 699 | $838.0K | 0.16% | 00.0% | Unchanged |
| Nolet Wealth Management, LLC | 699 | $838.0K | 0.46% | +59+9.2% | Added |
| Vertrix Wealth Management, LLC | 697 | $836.0K | 0.28% | −36−4.9% | Reduced |
| Smallwood Wealth Investment Management, LLC | 697 | $836.0K | 0.37% | +496+246.8% | Added |
| Tributary Capital Management, LLC | 695 | $833.6K | 0.07% | −315−31.2% | Reduced |
| Fielder Capital Group LLC | 694 | $831.9K | 0.18% | +113+19.4% | Added |
| Swan Global Investments, LLC | 693 | $831.2K | 0.04% | +27+4.1% | Added |
| Southland Equity Partners LLC | 693 | $830.8K | 0.15% | +83+13.6% | Added |
| TrueMark Investments, LLC | 691 | $828.8K | 0.10% | −734−51.5% | Reduced |
| Client First Capital LLC | 690 | $827.6K | 0.33% | 00.0% | Unchanged |
| Proffitt & Goodson Inc | 689 | $826.4K | 0.11% | 00.0% | Unchanged |
| Teucrium Investment Advisors, LLC | 688 | $825.2K | 0.73% | −435−38.7% | Reduced |
| Sutton Place Investors LLC | 688 | $825.2K | 0.40% | +22+3.3% | Added |
| Quartz Partners, LLC | 688 | $825.2K | 0.27% | +62+9.9% | Added |
| Evanson Financial, LLC | 687 | $824.0K | 0.04% | +687 | New |
| 4WEALTH Advisors, Inc. | 669 | $823.2K | 0.63% | −2−0.3% | Reduced |
| AIMZ Investment Advisors, LLC | 686 | $823.2K | 0.23% | +75+12.3% | Added |
| COFG Advisors, LLC | 686 | $822.2K | 0.14% | −53−7.2% | Reduced |
| Prosperity Bancshares Inc | 685 | $821.6K | 0.54% | +99+16.9% | Added |
| Richard P Slaughter Associates Inc | 684 | $820.4K | 0.16% | −138−16.8% | Reduced |
| 1015 Capital Partners, LLC | 684 | $820.4K | 0.69% | −5−0.7% | Reduced |
| Alpha Financial Partners, LLC | 684 | $820.4K | 0.43% | −3−0.4% | Reduced |
| Scarborough Advisors, LLC | 723 | $819.6K | 0.09% | −10−1.4% | Reduced |
| Powell Investment Advisors, LLC | 683 | $819.2K | 0.26% | 00.0% | Unchanged |
| DDD Partners, LLC | 681 | $817.1K | 0.05% | +681 | New |
| Pennington Partners & Co., LLC | 681 | $816.9K | 0.26% | −53−7.2% | Reduced |
| Karpus Management, Inc. | 680 | $815.6K | 0.02% | 00.0% | Unchanged |
| GTS Financial, LLC | 1,045 | $815.0K | 0.59% | 00.0% | Unchanged |
| McDonald Partners LLC | 678 | $813.2K | 0.20% | 00.0% | Unchanged |
| Paladin Wealth, LLC | 677 | $812.0K | 0.47% | +188+38.4% | Added |
| Pinnacle Family Advisors, LLC | 676 | $810.3K | 0.34% | +1+0.1% | Added |
| MLG Wealth Management DBA Pine Grove Financial Group | 677 | $810.1K | 0.08% | +64+10.4% | Added |
| Bank of Stockton | 672 | $806.0K | 0.23% | +147+28.0% | Added |
| Rise Advisors, LLC | 672 | $805.8K | 0.23% | −74−9.9% | Reduced |
| Walker Asset Management, LLC | 671 | $805.2K | 0.41% | +1+0.1% | Added |
| Delta Asset Management LLC | 671 | $804.9K | 0.07% | +10+1.5% | Added |
| Shoker Investment Counsel, Inc. | 668 | $801.8K | 0.20% | +3+0.5% | Added |
| Advisors Preferred, LLC | 660 | $801.2K | 0.12% | +660 | New |
| Wharton Business Group, LLC | 665 | $797.6K | 0.03% | 00.0% | Unchanged |
| Clearwave Capital, LLC | 663 | $795.8K | 0.44% | +100+17.8% | Added |
| Seelaus Asset Management LLC | 663 | $795.2K | 0.56% | +4+0.6% | Added |
| Intelligence Driven Advisers, LLC | 661 | $792.8K | 0.13% | +185+38.9% | Added |
| Sbe LLC Dba Cedar Cove Wealth Partners | 661 | $792.5K | 0.37% | −22−3.2% | Reduced |
| Plan A Wealth LLC | 660 | $791.6K | 0.34% | +45+7.3% | Added |
| Bulltick Wealth Management, LLC | 660 | $791.6K | 0.16% | +296+81.3% | Added |
| Waystone Advisors LLC | 660 | $791.6K | 0.59% | +128+24.1% | Added |
| Buck Wealth Strategies, LLC | 660 | $791.0K | 0.08% | +165+33.3% | Added |
| Leeward Financial Partners, LLC | 659 | $790.4K | 0.21% | 00.0% | Unchanged |
| W.H. Cornerstone Investments Inc. | 659 | $790.3K | 0.45% | +33+5.3% | Added |
| Quantum Financial Partners LLC | 658 | $789.9K | 0.40% | +658 | New |
| Sherman Asset Management, Inc. | 657 | $788.5K | 0.61% | −208−24.0% | Reduced |
| GGM Financials LLC | 656 | $786.2K | 0.30% | +4+0.6% | Added |
| jvl associates llc | 655 | $785.7K | 0.22% | +86+15.1% | Added |
| Virtue Capital Management, LLC | 660 | $784.7K | 0.10% | +5+0.8% | Added |
| One Wealth Advisors, LLC | 654 | $784.4K | 0.09% | +107+19.6% | Added |
| BetterWealth, LLC | 654 | $784.2K | 0.14% | +2+0.3% | Added |
| Concorde Asset Management, LLC | 652 | $782.6K | 0.45% | +17+2.7% | Added |
| Alliance Wealth Advisors, LLC | 651 | $780.8K | 0.31% | −9−1.4% | Reduced |
| Cornerstone Wealth, LLC | 675 | $780.7K | 0.39% | 00.0% | Unchanged |
| Montgomery Investment Management Inc | 650 | $779.6K | 0.24% | 00.0% | Unchanged |
| Encompass Wealth Advisors, LLC | 648 | $776.7K | 0.24% | −28−4.1% | Reduced |
| Carmel Capital Partners, LLC | 647 | $776.0K | 0.26% | −10−1.5% | Reduced |
| Ketron Financial | 646 | $775.1K | 0.24% | +22+3.5% | Added |
| Barnes Dennig Private Wealth Management LLC | 646 | $774.8K | 0.62% | −22−3.3% | Reduced |
| WT Wealth Management | 645 | $773.6K | 0.21% | 00.0% | Unchanged |
| Howard Wealth Management, LLC | 641 | $769.2K | 0.28% | −6−0.9% | Reduced |
| Financial Perspectives, Inc | 641 | $768.8K | 0.19% | 00.0% | Unchanged |
| North Forty Two & Co. | 641 | $768.8K | 0.65% | 00.0% | Unchanged |
| Southern Michigan Bank & Trust | 640 | $767.6K | 0.27% | −292−31.3% | Reduced |
| Integrity Financial Corp | 639 | $766.9K | 0.37% | +8+1.3% | Added |
| Bigelow Investment Advisors, LLC | 639 | $766.4K | 0.28% | −6−0.9% | Reduced |
| Stonebridge Capital Management Inc | 639 | $766.4K | 0.37% | +307+92.5% | Added |
| Security National Bank of So Dak | 638 | $765.2K | 0.35% | −100−13.6% | Reduced |
| Sharp Financial Services, LLC | 638 | $765.2K | 0.35% | +159+33.2% | Added |
| Scientech Research LLC | 638 | $765.2K | 0.62% | +638 | New |
| Davis Asset Management, L.P. | 637 | $764.0K | 0.02% | 00.0% | Unchanged |
| Cypress Point Wealth Management, LLC | 637 | $764.0K | 0.16% | +259+68.5% | Added |
| Passive Capital Management, LLC. | 710 | $763.0K | 0.24% | −20−2.7% | Reduced |
| Eurizon SLJ Capital Ltd | 636 | $762.8K | 0.28% | −382−37.5% | Reduced |
| Somerset Trust Co | 636 | $762.8K | 0.22% | 00.0% | Unchanged |
| Continuum Wealth Advisors, LLC | 634 | $760.4K | 0.26% | +179+39.3% | Added |
| Counterpoint Mutual Funds LLC | 633 | $759.2K | 0.08% | −4,570−87.8% | Reduced |
| Precision Wealth Strategies, LLC | 630 | $755.9K | 0.23% | +15+2.4% | Added |