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: 43 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 |
|---|---|---|---|---|---|
| RTD Financial Advisors, Inc. | 461 | $552.9K | 0.06% | +41+9.8% | Added |
| Brown Wealth Management, LLC | 461 | $552.9K | 0.12% | −1,505−76.6% | Reduced |
| Orion Investment Co | 461 | $552.9K | 0.16% | 00.0% | Unchanged |
| Goodman Advisory Group, LLC | 460 | $551.7K | 0.13% | 00.0% | Unchanged |
| Daviman Financial, LLC | 459 | $550.6K | 0.30% | +5+1.1% | Added |
| Strata Wealth Advisors, LLC | 459 | $550.5K | 0.13% | +126+37.8% | Added |
| Alesco Advisors LLC | 456 | $546.9K | 0.01% | −7−1.5% | Reduced |
| Roberts Wealth Advisors, LLC | 455 | $546.1K | 0.12% | −225−33.1% | Reduced |
| XY Planning Network, Inc. | 455 | $545.8K | 0.07% | +171+60.2% | Added |
| IFS Group,LLC | 455 | $545.7K | 0.75% | −62−12.0% | Reduced |
| Capital Management Associates, Inc | 454 | $545.0K | 0.11% | +36+8.6% | Added |
| PCG Asset Management, LLC | 454 | $544.5K | 0.39% | −7−1.5% | Reduced |
| Instrumental Wealth, LLC | 453 | $543.6K | 0.28% | +75+19.8% | Added |
| KFA Private Wealth Group, LLC | 452 | $542.5K | 0.13% | −27−5.6% | Reduced |
| Ballast Advisors LLC | 452 | $542.1K | 0.13% | 00.0% | Unchanged |
| Alpha Financial Advisors, LLC | 452 | $541.5K | 0.15% | 00.0% | Unchanged |
| Claris Advisors, LLC | 451 | $540.9K | 0.14% | 00.0% | Unchanged |
| Thompson David Blair | 451 | $540.9K | 0.27% | +72+19.0% | Added |
| Veratis Advisors, Inc. | 451 | $540.9K | 0.38% | +451 | New |
| Second Line Capital, LLC | 450 | $540.0K | 0.10% | −28−5.9% | Reduced |
| Capstone Wealth Management Group, LLC | 450 | $539.9K | 0.19% | +7+1.6% | Added |
| JNBA Financial Advisors | 450 | $539.7K | 0.04% | +2+0.4% | Added |
| Bell Investment Advisors, Inc | 450 | $539.7K | 0.08% | +37+9.0% | Added |
| RiverGlades Family Offices LLC | 449 | $538.8K | 0.25% | +449 | New |
| Spectrum Asset Management, Inc. (NB/CA) | 449 | $538.5K | 0.15% | 00.0% | Unchanged |
| Laurion Capital Management LP | 448 | $537.3K | 0.04% | +448 | New |
| Financial Advisors Network, Inc. | 447 | $536.2K | 0.07% | +63+16.4% | Added |
| Wakefield Asset Management LLLP | 447 | $536.1K | 0.12% | +447 | New |
| Level Financial Advisors, Inc. | 447 | $536.0K | 0.12% | 00.0% | Unchanged |
| May Barnhard Investments LLC | 446 | $535.5K | 0.22% | +46+11.5% | Added |
| Optimize Financial Inc | 446 | $534.9K | 0.19% | −1−0.2% | Reduced |
| Sound Capital Solutions LLC | 446 | $534.9K | 0.13% | +446 | New |
| Action Point Financial Planning, LLC | 455 | $534.2K | 0.05% | +455 | New |
| Gaddis Premier Wealth Advisors LLC | 445 | $533.8K | 0.33% | +10+2.3% | Added |
| Finward Bancorp | 445 | $533.7K | 0.40% | +90+25.4% | Added |
| Ridgewood Investments LLC | 445 | $533.7K | 0.20% | −45−9.2% | Reduced |
| Artemis Wealth Advisors, LLC | 445 | $533.7K | 0.06% | −22−4.7% | Reduced |
| Legacy Wealth Managment, LLC | 445 | $533.5K | 0.22% | +333+297.3% | Added |
| Hoge Financial Services, LLC | 444 | $532.6K | 0.25% | −82−15.6% | Reduced |
| Paces Ferry Wealth Advisors, LLC | 443 | $531.9K | 0.20% | +14+3.3% | Added |
| Hughes Financial Services, LLC | 443 | $530.8K | 0.07% | +69+18.4% | Added |
| Integrated Financial Solutions, Inc. | 442 | $530.1K | 0.29% | +442 | New |
| Jeter Robert S II | 445 | $529.5K | 0.51% | +17+4.0% | Added |
| Clark Financial Services Group Inc | 441 | $528.8K | 0.25% | +65+17.3% | Added |
| Avise Financial Cooperative, Inc. | 441 | $528.5K | 0.37% | +52+13.4% | Added |
| Maltin Wealth Management, Inc. | 440 | $527.8K | 0.18% | −2−0.5% | Reduced |
| 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 |
| Rose Capital Advisors LLC | 438 | $525.4K | 0.28% | +438 | New |
| Ruggaard & Associates LLC | 437 | $524.3K | 0.19% | 00.0% | Unchanged |
| Narus Financial Partners, LLC | 437 | $524.2K | 0.13% | −54−11.0% | Reduced |
| Cornerstone Planning Group LLC | 450 | $523.2K | 0.07% | +12+2.7% | Added |
| Fountainhead AM, LLC | 436 | $523.2K | 0.39% | +110+33.7% | Added |
| Van Diest Capital, LLC | 436 | $522.8K | 0.47% | −624−58.9% | Reduced |
| First Fiduciary Investment Counsel, Inc. | 435 | $522.0K | 0.10% | −40−8.4% | Reduced |
| Koesten, Hirschmann & Crabtree, INC. | 434 | $520.7K | 0.22% | +434 | New |
| George Kaiser Family Foundation | 434 | $520.6K | 0.05% | −52−10.7% | Reduced |
| Curio Wealth, LLC | 434 | $520.0K | 0.16% | 00.0% | Unchanged |
| Strategic Family Wealth Counselors, L.L.C. | 433 | $519.4K | 0.12% | 00.0% | Unchanged |
| McElhenny Sheffield Capital Management, LLC | 433 | $519.4K | 0.13% | +107+32.8% | Added |
| S Harris Financial Group, LLC | 433 | $518.8K | 0.40% | −117−21.3% | Reduced |
| 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 |
| Leonard Rickey Investment Advisors P.L.L.C. | 429 | $514.5K | 0.08% | +33+8.3% | Added |
| Aurdan Capital Management, LLC | 428 | $513.4K | 0.13% | +12+2.9% | 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 |
| Private Capital Management, LLC | 425 | $510.0K | 0.05% | +2+0.5% | Added |
| Kirtland Hills Capital Management, LLC | 425 | $509.9K | 0.15% | +27+6.8% | Added |
| Serenus Wealth Advisors, LLC | 425 | $509.8K | 0.09% | −14−3.2% | Reduced |
| 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 |
| S&A Financial Services, Inc. | 425 | $509.6K | 0.31% | 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 |
| Stonekeep Investments, LLC | 423 | $507.0K | 0.30% | 00.0% | Unchanged |
| RFP Financial Group LLC | 422 | $506.2K | 0.23% | +422 | New |
| Wilkinson Global Asset Management LLC | 420 | $503.8K | 0.04% | 00.0% | Unchanged |
| Global View Capital Management LLC | 420 | $503.8K | 0.10% | +33+8.5% | Added |
| Raffa Wealth Management, LLC | 420 | $503.2K | 0.06% | +17+4.2% | Added |
| Altar Rock LLC | 419 | $502.6K | 0.73% | −10−2.3% | Reduced |
| Sunesis Advisors, LLC | 419 | $502.6K | 0.21% | −136−24.5% | Reduced |
| AdviceOne Advisory Services, LLC | 417 | $500.5K | 0.28% | 00.0% | Unchanged |
| RS Crum Inc. | 417 | $500.3K | 0.09% | −10−2.3% | Reduced |
| Bank of Nova Scotia Trust Co | 417 | $500.2K | 0.04% | +4+1.0% | Added |
| Roble, Belko & Company, Inc | 416 | $499.0K | 0.05% | 00.0% | Unchanged |
| Cascade Investment Group, Inc. | 416 | $499.0K | 0.28% | −10−2.3% | Reduced |
| Bright Futures Wealth Management, LLC. | 415 | $497.7K | 0.32% | +101+32.2% | Added |
| Sandro Wealth Management LLC | 415 | $497.5K | 0.36% | +59+16.6% | Added |
| Wernau Asset Management Inc. | 414 | $497.0K | 0.47% | −22−5.0% | Reduced |
| Quad-Cities Investment Group, LLC | 413 | $495.4K | 0.18% | +11+2.7% | Added |
| Slagle Financial, LLC | 413 | $495.3K | 0.15% | −4−1.0% | Reduced |
| WFA of San Diego, LLC | 409 | $494.5K | 0.40% | −128−23.8% | Reduced |
| Capital Planning LLC | 412 | $493.7K | 0.14% | +1+0.2% | Added |
| Braun-Bostich & Associates Inc. | 411 | $493.0K | 0.28% | −66−13.8% | Reduced |
| Laffer Tengler Investments | 411 | $493.0K | 0.06% | 00.0% | Unchanged |
| Owen LaRue, LLC | 410 | $492.0K | 0.17% | 00.0% | Unchanged |
| TMB Capital Partners, LLC | 410 | $491.8K | 0.15% | −2−0.5% | Reduced |