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: 62 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 |
|---|---|---|---|---|---|
| Claret Asset Management Corp | 318 | $382.0K | 0.04% | 00.0% | Unchanged |
| DMG Group, LLC | 318 | $381.4K | 0.26% | −168−34.6% | Reduced |
| ERTS Wealth Advisors, LLC | 318 | $381.4K | 0.11% | 00.0% | Unchanged |
| Firethorn Wealth Partners, LLC | 317 | $380.6K | 0.12% | +29+10.1% | Added |
| Camarda Financial Advisors, LLC | 317 | $380.2K | 0.12% | −90−22.1% | Reduced |
| Wallace Advisory Group, LLC | 317 | $380.2K | 0.36% | −256−44.7% | Reduced |
| Paladin Advisory Group, LLC | 317 | $380.2K | 0.25% | 00.0% | Unchanged |
| American State Bank (Iowa) | 317 | $380.2K | 0.15% | +317 | New |
| Schaper Benz & Wise Investment Counsel Inc | 316 | $379.0K | 0.03% | 00.0% | Unchanged |
| Hollow Brook Wealth Management LLC | 316 | $379.0K | 0.08% | +50+18.8% | Added |
| Permanens Capital L.P. | 316 | $379.0K | 0.04% | +316 | New |
| McGuire Investment Group, LLC | 315 | $377.8K | 0.03% | −5−1.6% | Reduced |
| Mountain Pacific Investment Advisers Inc | 315 | $377.8K | 0.06% | 00.0% | Unchanged |
| ELCO Management Co., LLC | 315 | $377.6K | 0.16% | −4−1.3% | Reduced |
| Verus Financial Partners, Inc. | 315 | $377.4K | 0.03% | +2+0.6% | Added |
| Towercrest Capital Management | 314 | $376.6K | 0.05% | −5−1.6% | Reduced |
| SOA Wealth Advisors, LLC. | 9,146 | $376.2K | 0.06% | −8,422−47.9% | Reduced |
| Clarity Wealth Advisors, LLC | 314 | $376.2K | 0.07% | +2+0.6% | Added |
| Sachetta, LLC | 314 | $376.2K | 0.18% | +61+24.1% | Added |
| Staley Capital Advisers Inc | 313 | $375.4K | 0.01% | 00.0% | Unchanged |
| Welch Financial Planning, LLC | 313 | $375.3K | 0.22% | +20+6.8% | Added |
| Cooper/Haims Advisors, LLC | 312 | $374.2K | 0.16% | −18−5.5% | Reduced |
| Lountzis Asset Management, LLC | 312 | $374.2K | 0.12% | 00.0% | Unchanged |
| SK Wealth Management, LLC | 303 | $373.8K | 0.08% | −8−2.6% | Reduced |
| Allied Investment Advisors, LLC | 311 | $373.6K | 0.05% | −1−0.3% | Reduced |
| CBIZ Investment Advisory Services, LLC | 406 | $373.4K | 0.01% | 00.0% | Unchanged |
| Matrix Asset Advisors Inc | 311 | $372.5K | 0.03% | 00.0% | Unchanged |
| Persium Advisors, LLC | 310 | $371.8K | 0.24% | −5−1.6% | Reduced |
| Joule Financial, LLC | 310 | $371.8K | 0.10% | 00.0% | Unchanged |
| Central Valley Advisors, LLC | 310 | $371.8K | 0.10% | −1−0.3% | Reduced |
| Holcombe Financial, Inc. | 309 | $370.6K | 0.21% | +309 | New |
| Coastwise Capital Group, LLC | 308 | $369.6K | 0.21% | +308 | New |
| True Link Financial Advisors, LLC | 308 | $369.4K | 0.02% | −16−4.9% | Reduced |
| Avenue 1 Advisors, LLC | 308 | $369.4K | 0.10% | −2−0.6% | Reduced |
| Paladin Partners, LLC | 308 | $369.4K | 0.24% | 00.0% | Unchanged |
| Wagner Wealth Management, Corp | 308 | $369.4K | 0.30% | +21+7.3% | Added |
| Droms Strauss Advisors Inc | 307 | $367.7K | 0.08% | +43+16.3% | Added |
| Templeton & Phillips Capital Management, LLC | 306 | $367.0K | 0.27% | 00.0% | Unchanged |
| Archetype Wealth Partners | 306 | $367.0K | 0.04% | −191−38.4% | Reduced |
| USAdvisors Wealth Management, LLC | 6,370 | $367.0K | 0.11% | +6,370 | New |
| Lederer & Associates Investment Counsel | 305 | $366.0K | 0.24% | 00.0% | Unchanged |
| Ashford Capital Management Inc | 305 | $365.8K | 0.04% | −12−3.8% | Reduced |
| Cornerstone Wealth Advisors, Inc. | 303 | $363.4K | 0.08% | 00.0% | Unchanged |
| Kemnay Advisory Services Inc. | 303 | $363.4K | 0.05% | +11+3.8% | Added |
| S&T Bank | 302 | $362.2K | 0.11% | +102+51.0% | Added |
| Symmetry Peak Management LLC | 302 | $362.2K | 7.93% | +302 | New |
| Opus Financial Solutions LLC | 301 | $361.2K | 0.29% | +301 | New |
| Sterneck Capital Management, LLC | 301 | $361.0K | 0.15% | 00.0% | Unchanged |
| Fiducient Advisors LLC | 301 | $361.0K | 0.05% | 00.0% | Unchanged |
| Balanced Wealth Group LLC | 301 | $360.7K | 0.11% | −10−3.2% | Reduced |
| Columbus Macro, LLC | 300 | $359.8K | 0.03% | 00.0% | Unchanged |
| Auour Investments LLC | 300 | $359.8K | 0.10% | 00.0% | Unchanged |
| Intercapital, LLC | 300 | $359.8K | 0.16% | 00.0% | Unchanged |
| Ballast Financial Advisors LLC | 300 | $359.8K | 0.33% | 00.0% | Unchanged |
| Hartmann Taylor Wealth Management, LLC | 391 | $359.6K | 0.24% | 00.0% | Unchanged |
| O'Connor Financial Group LLC | 299 | $358.6K | 0.13% | +26+9.5% | Added |
| Veridan Wealth LLC | 299 | $358.3K | 0.12% | +16+5.7% | Added |
| Montis Financial, LLC | 297 | $356.2K | 0.07% | +9+3.1% | Added |
| SC&H Financial Advisors, Inc. | 296 | $355.0K | 0.05% | 00.0% | Unchanged |
| Investment Advisory Services Inc | 296 | $354.7K | 0.10% | +3+1.0% | Added |
| HFG Advisors, Inc. | 295 | $353.8K | 0.22% | −123−29.4% | Reduced |
| Chris Bulman Inc | 294 | $352.8K | 0.13% | +294 | New |
| Harborfront Financial Group LLC | 294 | $352.7K | 1.33% | +294 | New |
| JDH Wealth Management, LLC | 294 | $352.6K | 0.21% | −4−1.3% | Reduced |
| Beirne Wealth Consulting Services, LLC | 294 | $352.6K | 0.07% | 00.0% | Unchanged |
| Beacon Bridge Wealth Partners, LLC | 294 | $352.6K | 0.10% | +57+24.1% | Added |
| Stone House Investment Management, LLC | 294 | $352.4K | 0.05% | +205+230.3% | Added |
| Fonville Wealth Management LLC | 294 | $352.2K | 0.06% | +43+17.1% | Added |
| Kelman-Lazarov, Inc. | 292 | $350.2K | 0.05% | −2−0.7% | Reduced |
| Corps Capital Advisors, LLC | 292 | $350.2K | 0.28% | +59+25.3% | Added |
| Orcam Financial Group | 292 | $350.2K | 0.17% | +292 | New |
| Morris Retirement Advisors, LLC | 292 | $350.0K | 0.13% | −739−71.7% | Reduced |
| Momentous Wealth Management, Inc. | 291 | $349.4K | 0.18% | +35+13.7% | Added |
| Front Row Advisors LLC | 287 | $348.9K | 0.10% | 00.0% | Unchanged |
| Values First Advisors, Inc. | 291 | $348.6K | 0.16% | −135−31.7% | Reduced |
| Marathon Trading Investment Management LLC | 290 | $347.8K | 0.04% | −210−42.0% | Reduced |
| First National Bank | 290 | $347.8K | 0.14% | −26−8.2% | Reduced |
| HBE Wealth Management, LLC | 290 | $347.8K | 0.25% | −2−0.7% | Reduced |
| Mount Lucas Management LP | 290 | $347.8K | 0.12% | 00.0% | Unchanged |
| Miramar Capital, LLC | 290 | $347.8K | 0.08% | 00.0% | Unchanged |
| Presilium Private Wealth, LLC | 290 | $347.8K | 0.05% | +8+2.8% | Added |
| Isthmus Partners, LLC | 290 | $347.8K | 0.03% | +25+9.4% | Added |
| Chesapeake Capital Corp | 289 | $346.6K | 0.19% | +64+28.4% | Added |
| Guidance Capital, Inc | 296 | $346.4K | 0.07% | +7+2.4% | Added |
| Stirlingshire Investments, Inc. | 289 | $346.3K | 0.26% | −10−3.3% | Reduced |
| Moisand Fitzgerald Tamayo, LLC | 289 | $346.2K | 0.03% | 00.0% | Unchanged |
| Quattro Advisors LLC | 289 | $346.2K | 0.23% | +37+14.7% | Added |
| Custos Family Office, LLC | 288 | $345.7K | 0.21% | +10+3.6% | Added |
| Capital Squared Financial LLC | 288 | $345.2K | 0.23% | +5+1.8% | Added |
| Cranbrook Wealth Management, LLC | 287 | $344.2K | 0.06% | 00.0% | Unchanged |
| Kilter Group LLC | 287 | $344.2K | 0.12% | +19+7.1% | Added |
| First Community Trust NA | 287 | $344.2K | 0.16% | 00.0% | Unchanged |
| Optima Capital LLC | 286 | $343.2K | 0.14% | +6+2.1% | Added |
| Oxford Asset Management LLP | 286 | $343.0K | 0.17% | +286 | New |
| Puff Wealth Management, LLC | 284 | $341.2K | 0.35% | +284 | New |
| Shikiar Asset Management Inc | 284 | $341.0K | 0.09% | 00.0% | Unchanged |
| Bridgewealth Advisory Group, LLC | 283 | $339.4K | 0.06% | +37+15.0% | Added |
| Elevation Advisory Partners LLC | 296 | $339.1K | 0.35% | −78−20.9% | Reduced |
| Synergy Financial Group, LTD | 282 | $338.2K | 0.24% | +17+6.4% | Added |
| RAM Investment Partners, LLC | 282 | $337.7K | 0.05% | +53+23.1% | Added |