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, 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.
| 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, Q1 2023
Shares, value and share of portfolio for each institution holding Eli Lilly & Co; share changes are against Q4 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Journey Strategic Wealth LLC | 1,945 | $668.0K | 0.07% | −54−2.7% | Reduced |
| Spears Abacus Advisors LLC | 1,957 | $672.1K | 0.06% | 00.0% | Unchanged |
| Bristlecone Advisors, LLC | 1,960 | $673.1K | 0.07% | −719−26.8% | Reduced |
| Kistler-Tiffany Companies, LLC | 1,968 | $675.9K | 0.13% | −241−10.9% | Reduced |
| Essex LLC | 1,852 | $677.4K | 0.20% | 00.0% | Unchanged |
| M Holdings Securities, Inc. | 1,983 | $680.0K | 0.07% | −762−27.8% | Reduced |
| Brown, Lisle/Cummings, Inc. | 1,983 | $681.0K | 0.35% | −50−2.5% | Reduced |
| Gryphon Financial Partners LLC | 1,986 | $681.9K | 0.16% | +453+29.5% | Added |
| Rice Hall James & Associates, LLC | 1,990 | $683.4K | 0.04% | −150−7.0% | Reduced |
| Eudaimonia Partners, LLC | 1,990 | $683.5K | 0.17% | −151−7.1% | Reduced |
| Tiemann Investment Advisors, LLC | 1,992 | $684.1K | 0.37% | +85+4.5% | Added |
| Cim Investment Mangement Inc | 1,997 | $685.8K | 0.25% | +88+4.6% | Added |
| Drexel Morgan & Co. | 2,000 | $686.8K | 0.17% | 00.0% | Unchanged |
| Parkside Investments, LLC | 2,000 | $686.8K | 0.13% | +2,000 | New |
| Heritage Investment Group, Inc. | 2,000 | $687.0K | 0.21% | 00.0% | Unchanged |
| Navalign, LLC | 2,007 | $689.2K | 0.29% | −60−2.9% | Reduced |
| Bell Bank | 2,011 | $690.6K | 0.07% | +321+19.0% | Added |
| L2 Asset Management, LLC | 2,014 | $691.6K | 0.41% | +86+4.5% | Added |
| Nadler Financial Group, Inc. | 2,015 | $692.0K | 0.11% | +375+22.9% | Added |
| Stonebridge Capital Advisors LLC | 2,018 | $693.1K | 0.08% | +52+2.6% | Added |
| Monterey Private Wealth, Inc. | 2,020 | $693.7K | 0.36% | −640−24.1% | Reduced |
| Cito Capital Group, LLC | 2,030 | $697.0K | 0.35% | 00.0% | Unchanged |
| First Western Trust Bank | 2,041 | $700.9K | 0.04% | −89−4.2% | Reduced |
| Platform Technology Partners | 2,043 | $701.5K | 0.35% | +183+9.8% | Added |
| HighMark Wealth Management LLC | 2,043 | $701.5K | 0.55% | +23+1.1% | Added |
| Clare Market Investments LLC | 2,048 | $703.3K | 0.29% | −386−15.9% | Reduced |
| Venturi Wealth Management, LLC | 2,051 | $704.4K | 0.06% | −21−1.0% | Reduced |
| Greenspring Advisors, LLC | 2,052 | $704.7K | 0.15% | −148−6.7% | Reduced |
| Aveo Capital Partners, LLC | 2,058 | $706.8K | 0.09% | −91−4.2% | Reduced |
| MPS Loria Financial Planners, LLC | 2,059 | $707.1K | 0.29% | +15+0.7% | Added |
| Moreno Evelyn V | 2,061 | $707.8K | 0.16% | −320−13.4% | Reduced |
| Wealth Enhancement & Preservation of GA, LLC | 2,062 | $708.1K | 0.85% | +186+9.9% | Added |
| Wealthspan Partners, LLC | 2,069 | $710.7K | 0.61% | −10−0.5% | Reduced |
| WealthPlan Investment Management, LLC | 2,070 | $710.9K | 0.12% | −1,622−43.9% | Reduced |
| CWS Financial Advisors, LLC | 2,076 | $712.9K | 0.28% | +388+23.0% | Added |
| BBR Partners, LLC | 2,078 | $713.6K | 0.08% | −669−24.4% | Reduced |
| Brady Family Wealth, LLC | 2,083 | $715.4K | 0.28% | −24−1.1% | Reduced |
| Lebenthal Global Advisors, LLC | 2,096 | $719.8K | 0.22% | −222−9.6% | Reduced |
| Verity & Verity, LLC | 2,097 | $720.2K | 0.09% | −1,448−40.8% | Reduced |
| Bragg Financial Advisors, Inc | 2,098 | $720.5K | 0.04% | −11−0.5% | Reduced |
| Alta Advisers Ltd | 2,100 | $721.2K | 0.43% | 00.0% | Unchanged |
| Intact Investment Management Inc. | 2,100 | $721.2K | 0.03% | +500+31.3% | Added |
| Sather Financial Group Inc | 2,106 | $723.2K | 0.06% | +45+2.2% | Added |
| WoodTrust Financial Corp | 2,112 | $725.3K | 0.14% | 00.0% | Unchanged |
| Scott & Selber, Inc. | 2,119 | $728.0K | 0.31% | +5+0.2% | Added |
| Hedeker Wealth, LLC | 2,121 | $728.4K | 0.26% | −3−0.1% | Reduced |
| Alan B. Lancz & Associates, Inc. | 2,125 | $729.8K | 0.76% | 00.0% | Unchanged |
| Gerber Kawasaki Wealth & Investment Management | 2,125 | $729.8K | 0.06% | −64−2.9% | Reduced |
| Leisure Capital Management | 2,128 | $730.9K | 0.42% | 00.0% | Unchanged |
| Unionview, LLC | 2,131 | $731.9K | 0.69% | +61+2.9% | Added |
| Bill Few Associates, Inc. | 2,134 | $732.9K | 0.41% | +100+4.9% | Added |
| BerganKDV Wealth Management, LLC | 2,134 | $732.9K | 0.08% | +5+0.2% | Added |
| First National Bank of South Miami | 2,135 | $733.2K | 0.58% | 00.0% | Unchanged |
| GFS Advisors, LLC | 2,144 | $736.0K | 0.17% | +2,144 | New |
| Canton Hathaway, LLC | 2,145 | $737.0K | 0.25% | 00.0% | Unchanged |
| NFP Retirement, Inc. | 2,152 | $739.0K | 0.15% | +10.0% | Added |
| Sage Rhino Capital LLC | 2,152 | $739.0K | 0.22% | +38+1.8% | Added |
| Fuller & Thaler Asset Management, Inc. | 2,155 | $740.1K | 0.00% | 00.0% | Unchanged |
| Magnolia Capital Advisors LLC | 2,160 | $741.8K | 0.38% | +8+0.4% | Added |
| Personal Cfo Solutions, LLC | 2,169 | $744.8K | 0.15% | +65+3.1% | Added |
| Facet Wealth, Inc. | 2,169 | $745.0K | 0.05% | +15+0.7% | Added |
| Buckhead Capital Management LLC | 2,173 | $746.3K | 0.18% | −358−14.1% | Reduced |
| LifePro Asset Management | 2,041 | $746.7K | 0.54% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 2,176 | $747.4K | 0.10% | +97+4.7% | Added |
| Dover Advisors, LLC | 2,177 | $747.6K | 0.72% | +340+18.5% | Added |
| MV Capital Management, Inc. | 2,181 | $749.0K | 0.11% | +24+1.1% | Added |
| Prio Wealth Limited Partnership | 2,182 | $749.3K | 0.03% | −346−13.7% | Reduced |
| Tempus Wealth Planning, LLC | 2,184 | $750.0K | 0.37% | −8−0.4% | Reduced |
| National Wealth Management Group, LLC | 1,730 | $751.4K | 0.86% | −660−27.6% | Reduced |
| Hixon Zuercher, LLC | 2,188 | $751.4K | 0.45% | −36−1.6% | Reduced |
| Marco Investment Management LLC | 2,191 | $752.4K | 0.08% | 00.0% | Unchanged |
| DMG Group, LLC | 2,147 | $753.0K | 0.76% | −60−2.7% | Reduced |
| Trustco Bank Corp N Y | 2,193 | $753.1K | 0.83% | 00.0% | Unchanged |
| Girard Partners Ltd. | 2,196 | $754.1K | 0.08% | +90+4.3% | Added |
| Fruth Investment Management | 2,200 | $755.0K | 0.22% | −50−2.2% | Reduced |
| Merrion Investment Management Co, LLC | 2,200 | $755.5K | 0.72% | 00.0% | Unchanged |
| Vivaldi Capital Management, LLC | 2,200 | $755.5K | 0.23% | −21−0.9% | Reduced |
| ARS Wealth Advisors Group, LLC | 2,203 | $756.7K | 0.14% | +370+20.2% | Added |
| Deroy & Devereaux Private Investment Counsel Inc | 2,203 | $757.0K | 0.06% | 00.0% | Unchanged |
| Strategic Investment Advisors | 2,206 | $757.5K | 0.14% | +222+11.2% | Added |
| D'Orazio & Associates, Inc. | 2,207 | $757.9K | 0.20% | −657−22.9% | Reduced |
| Sargent Investment Group, LLC | 2,162 | $758.3K | 0.20% | +33+1.6% | Added |
| Shulman DeMeo Asset Management LLC | 2,209 | $758.5K | 0.24% | −17−0.8% | Reduced |
| Sigma Investment Counselors Inc | 2,209 | $758.6K | 0.06% | −55−2.4% | Reduced |
| Stewart & Patten Co LLC | 2,210 | $759.0K | 0.13% | −130−5.6% | Reduced |
| J. W. Coons Advisors, LLC | 2,214 | $760.3K | 0.22% | −173−7.2% | Reduced |
| Blueprint Investment Partners LLC | 2,216 | $761.0K | 0.17% | −4,233−65.6% | Reduced |
| Puzo Michael J | 2,225 | $764.1K | 0.25% | −325−12.7% | Reduced |
| Cornerstone Wealth Management, LLC | 2,227 | $764.6K | 0.08% | +2,227 | New |
| Parkside Financial Bank & Trust | 2,228 | $765.3K | 0.21% | −4−0.2% | Reduced |
| Baxter Bros Inc | 2,230 | $765.8K | 0.12% | −30−1.3% | Reduced |
| Regent Peak Wealth Advisors LLC | 2,237 | $768.1K | 0.24% | −43−1.9% | Reduced |
| Cognios Beta Neutral Large Cap Fund, LP | 2,241 | $768.5K | 0.73% | −380−14.5% | Reduced |
| Armor Investment Advisors, LLC | 2,240 | $769.3K | 0.44% | −215−8.8% | Reduced |
| Arrow Financial Corp | 2,240 | $769.3K | 0.10% | 00.0% | Unchanged |
| Emfo, LLC | 2,250 | $772.7K | 0.73% | +1,000+80.0% | Added |
| Annex Advisory Services, LLC | 2,250 | $772.8K | 0.04% | −8−0.4% | Reduced |
| Visionary Wealth Advisors | 2,251 | $772.9K | 0.07% | +258+12.9% | Added |
| Sonora Investment Management Group, LLC | 2,251 | $772.9K | 0.07% | −303−11.9% | Reduced |
| NCM Capital Management, LLC | 2,252 | $773.0K | 0.58% | 00.0% | Unchanged |