Skip to main content
Livermore
Livermore
ZHEN

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; 4,643 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, Q1 2023

Institutional positions in Eli Lilly & Co as of Mar 31, 2023. 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

Institutional holders
2,620
+3 vs. Q4 2022
Shares held
840.7M
+51.5M (+6.5%) vs. Q4 2022
Total value
$269.7B
−$18.4B (−6.4%) vs. Q4 2022
New holders
155
1,064 more added
Sold out
152
1,001 more reduced

56 institutions that held it in Q4 2022 haven't filed for Q1 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q4 2022: 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.

Institutional holdersQ1 2023: 2,620 institutions
Q1 2021: 1,952 institutionsQ2 2021: 2,027 institutionsQ3 2021: 2,056 institutionsQ4 2021: 2,308 institutionsQ1 2022: 2,350 institutionsQ2 2022: 2,451 institutionsQ3 2022: 2,490 institutionsQ4 2022: 2,673 institutionsQ1 2023: 2,620 institutionsQ2 2023: 2,819 institutionsQ3 2023: 2,979 institutionsQ4 2023: 3,277 institutionsQ1 2024: 3,466 institutionsQ2 2024: 3,572 institutionsQ3 2024: 3,667 institutionsQ4 2024: 3,914 institutionsQ1 2025: 3,929 institutionsQ2 2025: 3,915 institutionsQ3 2025: 3,905 institutionsQ4 2025: 4,453 institutionsQ1 2026: 4,392 institutionsQ2 2026: 4,643 institutions
Value heldQ1 2023: $269.7B
Q1 2021: $148.0BQ2 2021: $182.0BQ3 2021: $183.1BQ4 2021: $218.0BQ1 2022: $225.8BQ2 2022: $255.6BQ3 2022: $256.1BQ4 2022: $288.4BQ1 2023: $269.7BQ2 2023: $366.7BQ3 2023: $421.9BQ4 2023: $457.2BQ1 2024: $607.2BQ2 2024: $707.0BQ3 2024: $687.4BQ4 2024: $602.9BQ1 2025: $688.4BQ2 2025: $610.1BQ3 2025: $583.5BQ4 2025: $843.2BQ1 2026: $712.9BQ2 2026: $942.7B
Institutions holding LLY and their total value by quarter
QuarterHoldersValue
Q2 20264,643$942.7B
Q1 20264,392$712.9B
Q4 20254,453$843.2B
Q3 20253,905$583.5B
Q2 20253,915$610.1B
Q1 20253,929$688.4B
Q4 20243,914$602.9B
Q3 20243,667$687.4B
Q2 20243,572$707.0B
Q1 20243,466$607.2B
Q4 20233,277$457.2B
Q3 20232,979$421.9B
Q2 20232,819$366.7B
Q1 20232,620$269.7B
Q4 20222,673$288.4B
Q3 20222,490$256.1B
Q2 20222,451$255.6B
Q1 20222,350$225.8B
Q4 20212,308$218.0B
Q3 20212,056$183.1B
Q2 20212,027$182.0B
Q1 20211,952$148.0B

Institutions, Q1 2023

Shares, value and share of portfolio for each institution holding Eli Lilly & Co; share changes are against Q4 2022.

Institutions holding LLY in Q1 2023
InstitutionSharesValue% of portfolioChange in sharesAction
Baldrige Asset Management LLC1$00.00%+1New
Summit Wealth Group, LLC138,742$00.00%+138,742New
Sofos Investments, Inc.343$440.00%−23−6.3%Reduced
State of Wyoming1$3430.00%−1,154−99.9%Reduced
Gladius Capital Management LP3$1.03K0.00%−1,218−99.8%Reduced
AllSquare Wealth Management LLC4$1.37K0.00%00.0%Unchanged
Longfellow Investment Management Co LLC5$1.72K0.00%00.0%Unchanged
25 LLC5$2.16K0.00%+5New
Red Tortoise LLC7$2.40K0.00%−129−94.9%Reduced
Kozak & Associates, Inc.7$2.49K0.00%00.0%Unchanged
WestEnd Advisors, LLC–$3.43K0.00%––
TD Capital Management LLC10$3.43K0.00%+5+100.0%Added
Buck Wealth Strategies, LLC10$3.58K0.00%+10New
Piershale Financial Group, Inc.14$4.81K0.00%+7+100.0%Added
Financial Connections Group, Inc.17$5.00K0.00%00.0%Unchanged
JDM Financial Group LLC15$5.15K0.00%00.0%Unchanged
Highline Wealth Partners LLC15$5.15K0.00%00.0%Unchanged
DecisionPoint Financial, LLC17$5.84K0.00%00.0%Unchanged
Core Wealth Advisors, Inc.17$5.84K0.00%00.0%Unchanged
Miller Wealth Advisors, LLC112$6.00K0.09%+12+12.0%Added
Cowen Prime Advisors LLC16$6.00K0.00%+16New
Johnson Midwest Financial, LLC20$6.87K0.01%00.0%Unchanged
SkyView Investment Advisors, LLC19$7.00K0.00%+19New
Pacifica Partners Inc.21$7.70K0.00%00.0%Unchanged
Morgan Dempsey Capital Management LLC23$7.90K0.00%00.0%Unchanged
Retirement Group, LLC22$8.00K0.00%+22New
Transamerica Financial Advisors, Inc.27$9.00K0.00%−2,993−99.1%Reduced
St. Johns Investment Management Company, LLC30$10.3K0.01%00.0%Unchanged
Morton Brown Family Wealth, LLC33$11.3K0.01%00.0%Unchanged
Blume Capital Management, Inc.34$11.7K0.00%00.0%Unchanged
Adirondack Retirement Specialists, Inc.35$12.4K0.01%00.0%Unchanged
Resources Management Corp232$13.0K0.00%−128−35.6%Reduced
ClariVest Asset Management LLC37$13.0K0.00%00.0%Unchanged
True Wealth Design, LLC42$14.4K0.01%+3+7.7%Added
Sageworth Trust Co43$14.8K0.00%−116−73.0%Reduced
Hoese & Co LLP50$15.6K0.02%00.0%Unchanged
Creative Capital Management Investments LLC49$16.8K0.01%+49New
Penserra Capital Management LLC52$17.0K0.00%00.0%Unchanged
Western Pacific Wealth Management, LP50$17.2K0.01%00.0%Unchanged
Belmont Capital, LLC52$17.9K0.01%00.0%Unchanged
KB Financial Partners, LLC56$19.0K0.01%00.0%Unchanged
EP Wealth Advisors, LLC25,025$20.7K0.00%−565−2.2%Reduced
JCIC Asset Management Inc.65$22.3K0.01%00.0%Unchanged
USA Financial Portformulas Corp66$22.7K0.04%+66New
Carolina Wealth Advisors, LLC68$23.4K0.01%00.0%Unchanged
Toth Financial Advisory Corp69$23.7K0.00%+24+53.3%Added
Silicon Valley Capital Partners72$24.7K0.01%+72New
Coastal Capital Group, Inc.74$25.4K0.01%−35−32.1%Reduced
Bellwether Advisors, LLC75$25.8K0.01%00.0%Unchanged
Northwest Investment Counselors, LLC77$26.3K0.01%−342−81.6%Reduced
Clear Perspectives Financial Planning, LLC80$27.5K0.02%00.0%Unchanged
Winch Advisory Services, LLC82$28.0K0.01%00.0%Unchanged
Bogart Wealth, LLC88$30.2K0.00%+58+193.3%Added
Studio Investment Management LLC90$30.9K0.01%+90New
Delos Wealth Advisors, LLC91$31.3K0.04%00.0%Unchanged
Caldwell Sutter Capital, Inc.93$31.9K0.02%+93New
TD Ameritrade Investment Management, LLC92$32.0K0.00%−67−42.1%Reduced
Laffer Tengler Investments97$33.3K0.01%+97New
Altshuler Shaham Ltd19,304$33.3K0.00%−341−1.7%Reduced
Stephenson National Bank & Trust100$34.3K0.02%00.0%Unchanged
Cypress Capital Management LLC (WY)100$34.3K0.04%00.0%Unchanged
Tanglewood Legacy Advisors, LLC100$34.3K0.02%00.0%Unchanged
BOK Financial Private Wealth, Inc.100$34.3K0.00%+5+5.3%Added
Raleigh Capital Management Inc.100$34.5K0.02%+61+156.4%Added
First Community Trust NA105$36.1K0.04%00.0%Unchanged
Hanseatic Management Services Inc110$38.0K0.09%+3+2.8%Added
New England Capital Financial Advisors LLC115$39.3K0.03%+15+15.0%Added
Worth Asset Management, LLC119$40.9K0.03%−112−48.5%Reduced
New Millennium Group LLC121$41.7K0.04%+15+14.2%Added
Financial Perspectives, Inc124$42.6K0.02%00.0%Unchanged
Bromfield Sneider Wealth Advisors125$42.9K0.04%00.0%Unchanged
Schubert & Co128$44.0K0.04%−32−20.0%Reduced
MB, Levis & Associates, LLC130$44.7K0.03%00.0%Unchanged
Abound Wealth Management135$46.4K0.02%−24−15.1%Reduced
NewSquare Capital LLC137$47.0K0.01%−1,312−90.5%Reduced
Grey Fox Wealth Advisors, LLC138$47.4K0.03%+9+7.0%Added
Stone House Investment Management, LLC138$47.5K0.02%+138New
Disciplina Capital Management LLC147$50.3K0.01%−17−10.4%Reduced
Cranbrook Wealth Management, LLC149$51.2K0.01%00.0%Unchanged
Kempen Capital Management N.V.150$51.5K0.00%00.0%Unchanged
GoalVest Advisory LLC150$51.5K0.03%00.0%Unchanged
Y.D. More Investments Ltd150$51.5K0.01%+80+114.3%Added
Credential Qtrade Securities Inc.152$52.2K0.00%00.0%Unchanged
Clearview Wealth Advisors LLC162$55.8K0.06%−6−3.6%Reduced
Moisand Fitzgerald Tamayo, LLC175$60.1K0.01%00.0%Unchanged
Wolff Wiese Magana LLC177$60.8K0.05%−4−2.2%Reduced
Riggs Asset Managment Co. Inc.179$61.5K0.02%+60+50.4%Added
Horan Securities, Inc.181$62.3K0.03%−30−14.2%Reduced
Castleview Partners, LLC184$63.2K0.06%−89−32.6%Reduced
Carderock Capital Management Inc185$63.5K0.02%+185New
Pin Oak Investment Advisors Inc189$65.0K0.08%+164+656.0%Added
Accel Wealth Management193$66.3K0.03%+6+3.2%Added
Bellevue Asset Management, LLC200$68.7K0.05%−200−50.0%Reduced
Center for Financial Planning, Inc.200$68.7K0.02%00.0%Unchanged
DB Wealth Management Group, LLC200$68.7K0.04%00.0%Unchanged
Cary Street Partners Asset Management LLC200$68.7K0.01%00.0%Unchanged
Ulland Investment Advisors, LLC200$69.0K0.08%00.0%Unchanged
Tucker Asset Management LLC202$69.4K0.02%+173+596.6%Added
Norwood Financial Corp215$73.8K0.12%−40−15.7%Reduced
Sugarloaf Wealth Management, LLC220$75.6K0.02%00.0%Unchanged