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B. Riley Wealth Advisors’s Eli Lilly LLY Stock Holding History

B. Riley Wealth Advisors’s Portfolio LLY Stock Details LLY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-371,500
Closed -$2.83M – 1111
2025
Q3 		$2.83M Buy
371,500
+368,185
+11,107% +$274M 0.13% 159
2025
Q2 		$2.58M Buy
+3,315
New +$2.58M 0.12% 170

Other funds holding LLY

Lilly Endowment
Lilly Endowment Indiananapolis, Indiana $108B AUM 53.87% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
SC
Sapient Capital Indianapolis, Indiana $7.64B AUM 51.51% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
ONB
Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
GIM
Goelzer Investment Management Carmel, Indiana $2.29B AUM 39.12% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

B. Riley Wealth Advisors's LLY Position: Q2 2026 in Review

B. Riley Wealth Advisors increased its Eli Lilly (LLY) stake by 0.94% in Q2 2026, buying an estimated $213K and bringing the position to 22,302 shares worth $27.4M. The position accounts for 1.47% of the portfolio, ranked #8.

B. Riley Wealth Advisors first reported a position in LLY in Q2 2013 and has held it in 52 quarters since. The position peaked at $34.6M in Q2 2024. 1,691 funds tracked by Wall St. Rank hold LLY as of Q2 2026.

  • B. Riley Wealth Advisors held 22,302 shares of Eli Lilly worth $27.4M as of Q2 2026.
  • B. Riley Wealth Advisors bought 208 Eli Lilly shares in Q2 2026, an estimated $213K.
  • Eli Lilly made up 1.47% of B. Riley Wealth Advisors's portfolio in Q2 2026, its #8 holding.
  • B. Riley Wealth Advisors first reported a position in Eli Lilly in Q2 2013 and has held it in 52 quarters since.
  • B. Riley Wealth Advisors's Eli Lilly position peaked at $34.6M in Q2 2024.
  • 1,691 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2026.

Based on B. Riley Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.