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 |
|---|---|---|---|---|---|
| Van Strum & Towne Inc. | 5,475 | $1.88M | 0.80% | 00.0% | Unchanged |
| Change Path, LLC | 5,505 | $1.89M | 0.09% | +326+6.3% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 5,528 | $1.90M | 0.13% | +457+9.0% | Added |
| Ironwood Financial, llc | 5,530 | $1.90M | 0.53% | +41+0.7% | Added |
| Marshall Financial Group LLC | 5,562 | $1.91M | 0.69% | −331−5.6% | Reduced |
| Sentry Investment Management LLC | 5,565 | $1.91M | 0.79% | +34+0.6% | Added |
| TrimTabs Asset Management, LLC | 5,582 | $1.92M | 1.03% | −518−8.5% | Reduced |
| Humankind Investments LLC | 5,597 | $1.92M | 0.80% | +543+10.7% | Added |
| Accuvest Global Advisors | 5,600 | $1.92M | 0.87% | +5,600 | New |
| David R. Rahn & Associates Inc. | 5,600 | $1.92M | 0.99% | −129−2.3% | Reduced |
| Rational Advisors LLC | 5,600 | $1.92M | 0.16% | +3,515+168.6% | Added |
| Principle Wealth Partners LLC | 5,602 | $1.92M | 0.21% | +2,205+64.9% | Added |
| Wealthcare Advisory Partners LLC | 5,611 | $1.93M | 0.08% | +340+6.5% | Added |
| Market Street Wealth Management Advisors LLC | 5,625 | $1.93M | 0.51% | −190−3.3% | Reduced |
| Bard Financial Services, Inc. | 5,650 | $1.94M | 0.16% | +125+2.3% | Added |
| StoneX Group Inc. | 5,656 | $1.94M | 0.21% | −129−2.2% | Reduced |
| Parthenon LLC | 5,667 | $1.95M | 0.30% | −259−4.4% | Reduced |
| Kirr Marbach & Co LLC | 5,694 | $1.96M | 0.61% | 00.0% | Unchanged |
| Allen Mooney & Barnes Investment Advisors LLC | 5,711 | $1.96M | 0.47% | −220−3.7% | Reduced |
| Welch Group, LLC | 5,725 | $1.97M | 0.11% | −144−2.5% | Reduced |
| Wolf Group Capital Advisors | 5,744 | $1.97M | 0.98% | −723−11.2% | Reduced |
| Beacon Investment Advisory Services, Inc. | 5,750 | $1.97M | 0.10% | +2,167+60.5% | Added |
| Hurlow Wealth Management Group, Inc. | 5,778 | $1.98M | 0.92% | −7−0.1% | Reduced |
| Carnegie Capital Asset Management, LLC | 5,787 | $1.99M | 0.08% | +3+0.1% | Added |
| Brookfield Asset Management Inc. | 5,798 | $1.99M | 0.01% | −10,043−63.4% | Reduced |
| Verdence Capital Advisors LLC | 5,799 | $1.99M | 0.24% | +67+1.2% | Added |
| Eagle Rock Investment Company, LLC | 5,817 | $2.00M | 0.46% | −1,623−21.8% | Reduced |
| Howland Capital Management LLC | 5,820 | $2.00M | 0.12% | −787−11.9% | Reduced |
| Sym Financial Corp | 5,823 | $2.00M | 0.44% | 00.0% | Unchanged |
| Hoylecohen, LLC | 5,833 | $2.00M | 0.19% | +14+0.2% | Added |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 5,897 | $2.01M | 0.53% | −103−1.7% | Reduced |
| Van Hulzen Asset Management, LLC | 5,849 | $2.01M | 0.19% | +4,556+352.4% | Added |
| Community Bank, N.A. | 5,855 | $2.01M | 0.27% | −416−6.6% | Reduced |
| Telos Capital Management, Inc. | 5,860 | $2.01M | 0.28% | −5−0.1% | Reduced |
| Romano Brothers and Company | 5,876 | $2.02M | 0.31% | +1,456+32.9% | Added |
| Financial Advisory Service, Inc. | 5,891 | $2.02M | 0.22% | +3+0.1% | Added |
| Carl P. Sherr & Co., LLC | 5,893 | $2.02M | 1.45% | 00.0% | Unchanged |
| Cyndeo Wealth Partners, LLC | 5,905 | $2.03M | 0.22% | +2,258+61.9% | Added |
| Cubist Systematic Strategies, LLC | 5,907 | $2.03M | 0.02% | −40,805−87.4% | Reduced |
| First Financial Corp | 5,908 | $2.03M | 1.26% | −646−9.9% | Reduced |
| Northwest Bancshares, Inc. | 5,932 | $2.04M | 0.39% | −368−5.8% | Reduced |
| Daymark Wealth Partners, LLC | 5,934 | $2.04M | 0.27% | +65+1.1% | Added |
| First Business Financial Services, Inc. | 5,978 | $2.05M | 0.26% | +103+1.8% | Added |
| Davis R M Inc | 5,981 | $2.05M | 0.05% | −110−1.8% | Reduced |
| Tower Bridge Advisors | 5,992 | $2.06M | 0.17% | 00.0% | Unchanged |
| Boston Financial Mangement LLC | 5,994 | $2.06M | 0.08% | −63−1.0% | Reduced |
| Valley National Advisers Inc | 5,375 | $2.06M | 0.36% | −197−3.5% | Reduced |
| Waddell & Associates, LLC | 6,001 | $2.06M | 0.32% | −53−0.9% | Reduced |
| EPG Wealth Management LLC | 6,018 | $2.07M | 0.65% | +2,576+74.8% | Added |
| Schechter Investment Advisors, LLC | 6,025 | $2.07M | 0.19% | +667+12.4% | Added |
| Oxler Private Wealth LLC | 6,050 | $2.08M | 1.03% | +24+0.4% | Added |
| Affinity Capital Advisors, LLC | 6,058 | $2.08M | 0.65% | 00.0% | Unchanged |
| Appleton Partners Inc | 6,066 | $2.08M | 0.19% | −151−2.4% | Reduced |
| Haverford Trust Co | 6,081 | $2.09M | 0.02% | −150−2.4% | Reduced |
| Beaumont Financial Advisors, LLC | 6,114 | $2.10M | 0.21% | +30+0.5% | Added |
| Chicago Trust Co NA | 6,124 | $2.10M | 0.53% | +21+0.3% | Added |
| Cullinan Associates Inc | 6,138 | $2.11M | 0.12% | −500−7.5% | Reduced |
| Venture Visionary Partners LLC | 6,139 | $2.11M | 0.13% | −127−2.0% | Reduced |
| Hudson Canyon Capital Management | 6,182 | $2.12M | 1.78% | −33−0.5% | Reduced |
| Conning Inc. | 6,195 | $2.13M | 0.07% | −97,570−94.0% | Reduced |
| Horizon Investments, LLC | 6,213 | $2.13M | 0.06% | −4,056−39.5% | Reduced |
| Andesa Financial Management Inc. | 11,154 | $2.13M | 1.11% | +5,375+93.0% | Added |
| R.m.sincerbeaux Capital Management LLC | 6,200 | $2.13M | 1.48% | 00.0% | Unchanged |
| LJI Wealth Management, LLC | 6,200 | $2.13M | 0.67% | +222+3.7% | Added |
| Proficio Capital Partners LLC | 6,203 | $2.13M | 0.34% | +3,075+98.3% | Added |
| ZWJ Investment Counsel Inc | 6,208 | $2.13M | 0.12% | +68+1.1% | Added |
| KLCM Advisors, Inc. | 6,229 | $2.14M | 0.42% | +90+1.5% | Added |
| Heartland Bank & Trust Co | 6,283 | $2.16M | 1.63% | −415−6.2% | Reduced |
| RSM US Wealth Management LLC | 6,311 | $2.17M | 0.08% | +4,433+236.0% | Added |
| First Financial Bank - Trust Division | 6,312 | $2.17M | 0.23% | −288−4.4% | Reduced |
| Smith, Moore & Co. | 6,321 | $2.17M | 0.30% | +928+17.2% | Added |
| Graham Capital Management, L.P. | 6,352 | $2.18M | 0.08% | +5,677+841.0% | Added |
| Massmutual Trust Co FSB | 6,358 | $2.18M | 0.08% | +191+3.1% | Added |
| Lumbard & Kellner, LLC | 5,519 | $2.19M | 1.10% | 00.0% | Unchanged |
| Alpha DNA Investment Management LLC | 6,375 | $2.19M | 1.12% | +1,648+34.9% | Added |
| Allen Investment Management LLC | 6,378 | $2.19M | 0.04% | 00.0% | Unchanged |
| Capital Investment Advisory Services, LLC | 6,382 | $2.19M | 0.26% | −1,147−15.2% | Reduced |
| InTrack Investment Management Inc | 6,200 | $2.20M | 2.01% | +6,200 | New |
| NEIRG Wealth Management, LLC | 6,403 | $2.20M | 0.38% | −26−0.4% | Reduced |
| Highview Capital Management LLC | 6,447 | $2.21M | 1.28% | −2,236−25.8% | Reduced |
| Bensler, LLC | 6,447 | $2.21M | 0.45% | +6,447 | New |
| NVWM, LLC | 6,460 | $2.22M | 0.74% | +44+0.7% | Added |
| Canandaigua National Bank & Trust Co | 6,475 | $2.22M | 0.37% | +6,475 | New |
| Wellington Shields Capital Management, LLC | 6,479 | $2.23M | 0.27% | −518−7.4% | Reduced |
| Northern Oak Wealth Management Inc | 6,480 | $2.23M | 0.27% | +1,788+38.1% | Added |
| Jackson Wealth Management, LLC | 6,518 | $2.24M | 1.68% | −508−7.2% | Reduced |
| Legato Capital Management LLC | 6,521 | $2.24M | 0.41% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 6,559 | $2.25M | 0.27% | −45−0.7% | Reduced |
| Wealth Alliance | 6,569 | $2.26M | 0.37% | +450+7.4% | Added |
| Harbour Investments, Inc. | 6,651 | $2.28M | 0.12% | +112+1.7% | Added |
| CenterBook Partners LP | 6,662 | $2.29M | 0.32% | −1,117−14.4% | Reduced |
| Radnor Capital Management, LLC | 6,681 | $2.29M | 0.60% | +2,039+43.9% | Added |
| Ancora Advisors, LLC | 6,682 | $2.29M | 0.07% | −206−3.0% | Reduced |
| Banco de Sabadell, S.A | 6,709 | $2.30M | 1.92% | +451+7.2% | Added |
| Institute for Wealth Management, LLC. | 6,713 | $2.31M | 0.45% | −201−2.9% | Reduced |
| Harvest Fund Management Co., Ltd | 6,727 | $2.31M | 0.51% | −1,437−17.6% | Reduced |
| Householder Group Estate & Retirement Specialist, LLC | 6,774 | $2.33M | 0.89% | +6,774 | New |
| KG&L Capital Management,LLC | 6,789 | $2.33M | 1.22% | +3,194+88.8% | Added |
| Sanders Morris Harris LLC | 6,790 | $2.33M | 0.81% | −3,200−32.0% | Reduced |
| Strategy Asset Managers LLC | 6,799 | $2.33M | 0.57% | +19+0.3% | Added |