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 |
|---|---|---|---|---|---|
| Vise Technologies, Inc. | 3,827 | $1.31M | 0.35% | +648+20.4% | Added |
| Perpetual Ltd | 3,858 | $1.32M | 0.01% | +3,858 | New |
| United Asset Strategies, Inc. | 3,863 | $1.33M | 0.18% | −149−3.7% | Reduced |
| AdvisorNet Financial, Inc | 3,864 | $1.33M | 0.12% | −123−3.1% | Reduced |
| Blodgett Wealth Advisors, LLC | 3,867 | $1.33M | 1.54% | 00.0% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. | 3,878 | $1.33M | 0.22% | +183+5.0% | Added |
| Clean Yield Group | 3,890 | $1.34M | 0.57% | −64−1.6% | Reduced |
| BCS Wealth Management | 3,898 | $1.34M | 0.60% | −28−0.7% | Reduced |
| Marietta Investment Partners LLC | 3,910 | $1.34M | 0.37% | 00.0% | Unchanged |
| Allworth Financial LP | 3,914 | $1.34M | 0.01% | −1,174−23.1% | Reduced |
| Grimes & Company, Inc. | 3,920 | $1.35M | 0.06% | +131+3.5% | Added |
| Proequities, Inc. | 3,932 | $1.35M | 0.10% | −282−6.7% | Reduced |
| Evermay Wealth Management LLC | 3,946 | $1.36M | 0.27% | +213+5.7% | Added |
| Laidlaw Wealth Management LLC | 3,955 | $1.36M | 0.28% | +446+12.7% | Added |
| First National Bank & Trust Co of Newtown | 3,959 | $1.36M | 0.30% | 00.0% | Unchanged |
| Millennium Capital Advisors, LLC | 3,967 | $1.36M | 1.22% | +36+0.9% | Added |
| BFT Financial Group, LLC | 3,968 | $1.36M | 0.20% | +3,968 | New |
| John G Ullman & Associates Inc | 3,968 | $1.36M | 0.21% | −66−1.6% | Reduced |
| Oakworth Capital, Inc. | 3,971 | $1.36M | 0.12% | 00.0% | Unchanged |
| Bourne Lent Asset Management Inc | 3,976 | $1.37M | 0.52% | −50−1.2% | Reduced |
| Cairn Investment Group, Inc. | 3,980 | $1.37M | 0.95% | −261−6.2% | Reduced |
| NorthCrest Asset Manangement, LLC | 3,983 | $1.37M | 0.06% | +385+10.7% | Added |
| Planned Solutions, Inc. | 3,988 | $1.37M | 0.87% | −652−14.1% | Reduced |
| Paragon Advisors, LLC | 3,996 | $1.37M | 0.46% | +1,413+54.7% | Added |
| Smith, Salley & Associates | 3,997 | $1.37M | 0.11% | −77−1.9% | Reduced |
| Pictet North America Advisors SA | 4,000 | $1.37M | 0.22% | 00.0% | Unchanged |
| Berkshire Asset Management LLC | 4,001 | $1.37M | 0.08% | +4,001 | New |
| CFM Wealth Partners LLC | 4,003 | $1.37M | 0.38% | −33−0.8% | Reduced |
| TAP Consulting, LLC | 4,024 | $1.38M | 0.34% | 00.0% | Unchanged |
| Tilt Investment Management Holdings, PBC | 4,132 | $1.38M | 1.02% | +534+14.8% | Added |
| Legacy Bridge, LLC | 4,033 | $1.39M | 0.97% | +50+1.3% | Added |
| Westwood Holdings Group Inc. | 4,040 | $1.39M | 0.01% | +148+3.8% | Added |
| Shilanski & Associates, Inc. | 3,841 | $1.39M | 0.63% | +87+2.3% | Added |
| Sage Mountain Advisors LLC | 4,057 | $1.39M | 0.22% | +2,393+143.8% | Added |
| United Bank | 4,075 | $1.40M | 0.82% | −1,150−22.0% | Reduced |
| Phoenix Holdings Ltd. | 4,075 | $1.40M | 0.03% | +2,067+102.9% | Added |
| Kathmere Capital Management, LLC | 4,078 | $1.40M | 0.23% | −508−11.1% | Reduced |
| TownSquare Capital, LLC | 4,083 | $1.40M | 0.03% | +1,795+78.5% | Added |
| Larson Financial Group LLC | 4,082 | $1.40M | 0.15% | +99+2.5% | Added |
| Peterson Wealth Management | 4,107 | $1.41M | 1.35% | +1,115+37.3% | Added |
| Argent Advisors, Inc. | 4,111 | $1.41M | 0.67% | −20−0.5% | Reduced |
| Woodward Diversified Capital, LLC | 4,132 | $1.42M | 1.12% | −38−0.9% | Reduced |
| High Note Wealth, LLC | 4,137 | $1.42M | 0.59% | +101+2.5% | Added |
| Deseret Mutual Benefit Administrators | 4,148 | $1.42M | 0.56% | −41−1.0% | Reduced |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 4,148 | $1.42M | 0.02% | 00.0% | Unchanged |
| DRW Securities, LLC | 4,161 | $1.43M | 0.21% | +4,161 | New |
| CMG Global Holdings, LLC | 4,165 | $1.43M | 1.30% | +202+5.1% | Added |
| Ledyard National Bank | 4,166 | $1.43M | 0.16% | −134−3.1% | Reduced |
| Beach Investment Counsel Inc | 4,170 | $1.43M | 0.19% | 00.0% | Unchanged |
| Murphy, Middleton, Hinkle & Parker, Inc. | 4,185 | $1.44M | 0.89% | +10.0% | Added |
| HT Partners LLC | 4,195 | $1.44M | 0.43% | 00.0% | Unchanged |
| Guardian Wealth Advisors, LLC | 4,201 | $1.44M | 0.25% | +285+7.3% | Added |
| Sweet Financial Partners, LLC | 4,205 | $1.44M | 0.40% | +1,060+33.7% | Added |
| Towerpoint Wealth, LLC | 4,217 | $1.45M | 0.83% | −3,523−45.5% | Reduced |
| Centaurus Financial, Inc. | 4,221 | $1.45M | 0.12% | −599−12.4% | Reduced |
| Vigilant Capital Management, LLC | 4,226 | $1.45M | 0.12% | +71+1.7% | Added |
| AXS Investments LLC | 4,240 | $1.46M | 0.48% | +676+19.0% | Added |
| Exos TFP Holdings LLC | 4,242 | $1.46M | 0.37% | +2,211+108.9% | Added |
| CRA Financial Services, LLC | 4,251 | $1.46M | 0.43% | +10.0% | Added |
| First Citizens Bank & Trust Co | 4,254 | $1.46M | 0.03% | −414−8.9% | Reduced |
| Blackhawk Capital Partners LLC. | 4,259 | $1.46M | 1.07% | 00.0% | Unchanged |
| RFG Advisory, LLC | 4,267 | $1.47M | 0.07% | +49+1.2% | Added |
| Guardian Capital Advisors LP | 3,980 | $1.47M | 0.17% | +315+8.6% | Added |
| Trellis Advisors, LLC | 4,290 | $1.47M | 0.71% | +1,762+69.7% | Added |
| Kenfarb & Co. | 4,300 | $1.48M | 1.32% | −100−2.3% | Reduced |
| Forza Wealth Management, LLC | 4,300 | $1.48M | 0.76% | +2,141+99.2% | Added |
| Sippican Capital Advisors | 4,305 | $1.48M | 1.41% | −150−3.4% | Reduced |
| Glen Eagle Advisors, LLC | 4,309 | $1.48M | 0.37% | +865+25.1% | Added |
| Lattice Capital Management, LLC | 4,318 | $1.48M | 1.97% | 00.0% | Unchanged |
| Seelaus Asset Management LLC | 4,018 | $1.49M | 1.12% | +293+7.9% | Added |
| Terra Nova Asset Management LLC | 4,331 | $1.49M | 1.46% | +4,331 | New |
| Silvercrest Asset Management Group LLC | 4,331 | $1.49M | 0.01% | +25+0.6% | Added |
| Coastal Investment Advisors, Inc. | 4,333 | $1.49M | 0.36% | −264−5.7% | Reduced |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 4,333 | $1.49M | 0.06% | −1,647−27.5% | Reduced |
| Buffington Mohr McNeal | 4,340 | $1.49M | 0.34% | +110+2.6% | Added |
| Quent Capital, LLC | 4,375 | $1.50M | 0.26% | +171+4.1% | Added |
| Patton Fund Management, Inc. | 4,382 | $1.50M | 0.43% | −2,840−39.3% | Reduced |
| Columbia Asset Management | 4,389 | $1.51M | 0.34% | 00.0% | Unchanged |
| NorthRock Partners, LLC | 4,396 | $1.51M | 0.16% | −786−15.2% | Reduced |
| Centerpoint Advisors, LLC | 4,413 | $1.52M | 0.66% | +318+7.8% | Added |
| Arete Wealth Advisors, LLC | 4,421 | $1.52M | 0.12% | +628+16.6% | Added |
| Point72 Asset Management, L.P. | 4,425 | $1.52M | 0.01% | +4,425 | New |
| Boston Research & Management Inc | 4,433 | $1.52M | 0.45% | 00.0% | Unchanged |
| Bank Pictet & Cie (Asia) Ltd | 4,456 | $1.53M | 0.52% | +277+6.6% | Added |
| HNP Capital LLC | 4,466 | $1.53M | 0.43% | −200−4.3% | Reduced |
| Vectors Research Management, LLC | 4,466 | $1.53M | 0.40% | −200−4.3% | Reduced |
| Carr Financial Group Corp | 4,470 | $1.54M | 0.68% | −300−6.3% | Reduced |
| Pinnacle West Asset Management, Inc. | 4,480 | $1.54M | 1.61% | +4,480 | New |
| Corundum Group, Inc. | 4,494 | $1.54M | 0.73% | +2,320+106.7% | Added |
| Comprehensive Financial Consultants Institutional, Inc. | 4,499 | $1.55M | 0.87% | −20−0.4% | Reduced |
| Flagship Harbor Advisors, LLC | 4,503 | $1.55M | 0.15% | +804+21.7% | Added |
| RDA Financial Network | 4,510 | $1.55M | 0.71% | +276+6.5% | Added |
| Benjamin F. Edwards & Company, Inc. | 4,515 | $1.55M | 0.06% | +1,111+32.6% | Added |
| Baker Tilly Wealth Management, LLC | 4,531 | $1.56M | 0.17% | +1,490+49.0% | Added |
| Philadelphia Trust Co | 4,540 | $1.56M | 0.16% | 00.0% | Unchanged |
| Tradewinds, LLC. | 4,558 | $1.57M | 0.95% | +4,558 | New |
| Symphony Financial, Ltd. Co. | 4,601 | $1.57M | 0.41% | +3,230+235.6% | Added |
| JT Stratford LLC | 4,580 | $1.57M | 0.45% | −129−2.7% | Reduced |
| Wealth Management Associates, Inc. | 4,584 | $1.57M | 0.97% | −63−1.4% | Reduced |
| Formidable Asset Management, LLC | 4,546 | $1.58M | 0.33% | +125+2.8% | Added |