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 |
|---|---|---|---|---|---|
| Royal Capital Wealth Management, LLC | 2,689 | $923.0K | 0.93% | +100+3.9% | Added |
| Waterfront Wealth Inc. | 2,693 | $924.9K | 0.30% | +189+7.5% | Added |
| Marathon Capital Management | 2,696 | $925.9K | 0.23% | 00.0% | Unchanged |
| Papp L Roy & Associates | 2,697 | $926.2K | 0.13% | −179−6.2% | Reduced |
| Barden Capital Management, Inc. | 2,697 | $926.2K | 0.89% | +40+1.5% | Added |
| Lakeview Capital Partners, LLC | 2,135 | $929.9K | 0.29% | +36+1.7% | Added |
| Retirement Planning Co of New England, Inc. | 2,708 | $930.1K | 0.57% | +141+5.5% | Added |
| Alta Wealth Advisors LLC | 2,713 | $931.7K | 0.59% | +65+2.5% | Added |
| Channel Wealth LLC | 2,716 | $932.7K | 0.60% | +2,716 | New |
| Legacy Financial Advisors, Inc. | 2,720 | $934.2K | 0.19% | −304−10.1% | Reduced |
| Founders Financial Alliance, LLC | 2,728 | $936.3K | 0.47% | +92+3.5% | Added |
| E&G Advisors, LP | 2,730 | $937.5K | 0.35% | +30+1.1% | Added |
| Thomas Story & Son LLC | 2,730 | $938.0K | 0.45% | 00.0% | Unchanged |
| Moseley Investment Management Inc | 2,748 | $943.8K | 0.61% | +7+0.3% | Added |
| Sutton Wealth Advisors Inc. | 2,753 | $945.4K | 0.50% | −640−18.9% | Reduced |
| BSW Wealth Partners | 2,756 | $946.5K | 0.19% | −14−0.5% | Reduced |
| Galvin, Gaustad & Stein, LLC | 2,761 | $948.0K | 0.09% | −936−25.3% | Reduced |
| Marino, Stram & Associates LLC | 2,780 | $954.6K | 0.29% | +227+8.9% | Added |
| Regal Investment Advisors LLC | 2,782 | $955.5K | 0.08% | −450−13.9% | Reduced |
| Graves-Light Private Wealth Management, Inc. | 2,795 | $959.9K | 0.15% | +10.0% | Added |
| New England Research & Management, Inc. | 2,795 | $960.0K | 0.56% | +1,300+87.0% | Added |
| Telemus Capital, LLC | 2,799 | $961.2K | 0.08% | +22+0.8% | Added |
| Pegasus Asset Management, Inc. | 2,801 | $961.9K | 0.48% | −100−3.4% | Reduced |
| Close Asset Management Ltd | 2,806 | $963.0K | 0.05% | +368+15.1% | Added |
| Geller Advisors LLC | 2,811 | $965.4K | 0.14% | +535+23.5% | Added |
| Prestige Wealth Management Group LLC | 2,814 | $966.4K | 0.24% | +2,221+374.5% | Added |
| Kovack Advisors, Inc. | 2,815 | $966.8K | 0.13% | −100−3.4% | Reduced |
| Retireful, LLC | 2,817 | $967.4K | 0.31% | +2,817 | New |
| Olistico Wealth, LLC | 2,826 | $970.5K | 0.94% | +137+5.1% | Added |
| Garrison Asset Management, LLC | 2,829 | $971.5K | 0.60% | −90−3.1% | Reduced |
| 180 Wealth Advisors, LLC | 2,841 | $975.7K | 0.23% | +159+5.9% | Added |
| Pavion Blue Capital, LLC | 2,843 | $976.3K | 0.60% | 00.0% | Unchanged |
| Berger Financial Group, Inc | 2,857 | $981.0K | 0.12% | +453+18.8% | Added |
| V Wealth Advisors LLC | 2,859 | $981.9K | 0.18% | −1,728−37.7% | Reduced |
| Thompson Siegel & Walmsley LLC | 2,859 | $982.0K | 0.02% | −738−20.5% | Reduced |
| Capital Advisors Inc | 2,866 | $984.2K | 0.03% | +73+2.6% | Added |
| West Branch Capital LLC | 2,869 | $985.2K | 0.55% | −21−0.7% | Reduced |
| Arkadios Wealth Advisors | 2,879 | $988.7K | 0.12% | +614+27.1% | Added |
| Guyasuta Investment Advisors Inc | 2,892 | $993.2K | 0.08% | −1,092−27.4% | Reduced |
| Costello Asset Management, INC | 2,898 | $995.1K | 1.02% | −448−13.4% | Reduced |
| Prelude Capital Management, LLC | 2,900 | $995.9K | 0.07% | −577−16.6% | Reduced |
| Northwest Quadrant Wealth Management, LLC | 2,904 | $997.4K | 0.29% | +7+0.2% | Added |
| Allstate Corp | 2,905 | $997.6K | 0.07% | −34,149−92.2% | Reduced |
| Robertson Stephens Wealth Management, LLC | 2,907 | $998.3K | 0.08% | +380+15.0% | Added |
| Johnson Financial Group, Inc. | 2,911 | $999.7K | 0.07% | +1,158+66.1% | Added |
| Endurance Wealth Management, Inc. | 2,914 | $1.00M | 0.14% | +266+10.0% | Added |
| Benedetti & Gucer, Inc. | 2,914 | $1.00M | 0.57% | +1,350+86.3% | Added |
| Capital Insight Partners, LLC | 2,916 | $1.00M | 0.24% | +795+37.5% | Added |
| Krilogy Financial LLC | 2,919 | $1.00M | 0.08% | −45−1.5% | Reduced |
| LCNB Corp | 2,926 | $1.00M | 0.45% | −234−7.4% | Reduced |
| BCGM Wealth Management, LLC | 2,937 | $1.01M | 0.51% | −1,120−27.6% | Reduced |
| GraniteShares Advisors LLC | 2,951 | $1.01M | 0.90% | +76+2.6% | Added |
| Fort Sheridan Advisors LLC | 2,957 | $1.02M | 0.26% | +867+41.5% | Added |
| Crescent Grove Advisors, LLC | 2,979 | $1.02M | 0.12% | +100+3.5% | Added |
| Ausdal Financial Partners, Inc. | 2,983 | $1.02M | 0.14% | −110−3.6% | Reduced |
| Investment Research & Advisory Group, Inc. | 2,989 | $1.03M | 0.66% | 00.0% | Unchanged |
| IVC Wealth Advisors LLC | 2,990 | $1.03M | 0.73% | −5−0.2% | Reduced |
| HHM Wealth Advisors, LLC | 2,991 | $1.03M | 0.21% | +99+3.4% | Added |
| SFMG, LLC | 2,997 | $1.03M | 0.11% | +112+3.9% | Added |
| Accredited Investors Inc. | 2,999 | $1.03M | 0.08% | +5+0.2% | Added |
| Paradigm Asset Management Co LLC | 3,000 | $1.03M | 0.28% | 00.0% | Unchanged |
| Options Solutions, LLC | 3,000 | $1.03M | 1.18% | 00.0% | Unchanged |
| Mattern Wealth Management LLC | 3,000 | $1.03M | 0.34% | 00.0% | Unchanged |
| Watershed Asset Management, L.L.C. | 3,000 | $1.03M | 1.25% | +3,000 | New |
| Allegheny Financial Group LTD | 3,000 | $1.03M | 0.42% | 00.0% | Unchanged |
| ICA Group Wealth Management, LLC | 3,004 | $1.03M | 0.25% | +216+7.7% | Added |
| Principal Street Partners, LLC | 3,005 | $1.03M | 0.26% | −848−22.0% | Reduced |
| Mystic Asset Management, Inc. | 3,011 | $1.03M | 0.57% | −125−4.0% | Reduced |
| FourThought Financial Partners, LLC | 3,018 | $1.04M | 0.14% | +465+18.2% | Added |
| Tectonic Advisors LLC | 3,030 | $1.04M | 0.14% | +11+0.4% | Added |
| Carmichael Hill & Associates, Inc. | 3,030 | $1.04M | 0.53% | 00.0% | Unchanged |
| Ontario Teachers Pension Plan Board | 3,030 | $1.04M | 0.01% | −6,369−67.8% | Reduced |
| Patten Group, Inc. | 3,037 | $1.04M | 0.31% | +10.0% | Added |
| Oak Hill Wealth Advisors, LLC | 3,008 | $1.04M | 0.41% | −20−0.7% | Reduced |
| Meridian Wealth Management, LLC | 3,044 | $1.05M | 0.09% | −485−13.7% | Reduced |
| Tributary Capital Management, LLC | 3,045 | $1.05M | 0.10% | −90−2.9% | Reduced |
| BLB&B Advisors, LLC | 3,059 | $1.05M | 0.08% | −373−10.9% | Reduced |
| Alera Investment Advisors, LLC | 3,059 | $1.05M | 0.24% | −299−8.9% | Reduced |
| TCTC Holdings, LLC | 3,068 | $1.05M | 0.04% | +272+9.7% | Added |
| Biltmore Family Office, LLC | 3,071 | $1.05M | 0.22% | +52+1.7% | Added |
| TFG Advisers LLC | 3,074 | $1.06M | 0.51% | +15+0.5% | Added |
| Lumature Wealth Partners, LLC | 3,083 | $1.06M | 0.59% | −465−13.1% | Reduced |
| Main Street Research LLC | 3,092 | $1.06M | 0.21% | +65+2.1% | Added |
| Ledge Wealth Management, Inc. | 3,094 | $1.06M | 0.50% | +3,094 | New |
| Bedell Frazier Investment Counseling, LLC | 3,100 | $1.06M | 0.31% | 00.0% | Unchanged |
| Summit Trail Advisors, LLC | 3,104 | $1.07M | 0.04% | +634+25.7% | Added |
| Redwood Investment Management, LLC | 3,109 | $1.07M | 0.11% | +180+6.1% | Added |
| Barr E S & Co | 3,112 | $1.07M | 0.09% | 00.0% | Unchanged |
| Inlet Private Wealth, LLC | 3,113 | $1.07M | 0.28% | 00.0% | Unchanged |
| Souders Financial Advisors | 3,123 | $1.07M | 0.23% | +323+11.5% | Added |
| Everhart Financial Group, Inc. | 3,148 | $1.08M | 0.49% | +150+5.0% | Added |
| Gratus Capital LLC | 3,149 | $1.08M | 0.08% | −1,814−36.6% | Reduced |
| Front Barnett Associates LLC | 3,155 | $1.08M | 0.13% | −4−0.1% | Reduced |
| PFG Advisors | 3,159 | $1.08M | 0.09% | +1,946+160.4% | Added |
| Schnieders Capital Management LLC | 3,159 | $1.08M | 0.24% | +50+1.6% | Added |
| Collective Family Office LLC | 3,161 | $1.09M | 0.45% | +1,707+117.4% | Added |
| Wealth Dimensions Group, Ltd. | 3,162 | $1.09M | 0.42% | +158+5.3% | Added |
| Farmers National Bank | 3,185 | $1.09M | 0.39% | −115−3.5% | Reduced |
| Financial Sense Advisors, Inc. | 3,187 | $1.09M | 0.50% | −722−18.5% | Reduced |
| Hendershot Investments Inc. | 3,189 | $1.10M | 0.18% | −333−9.5% | Reduced |