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 |
|---|---|---|---|---|---|
| Redhawk Wealth Advisors, Inc. | 6,801 | $2.34M | 0.79% | +84+1.3% | Added |
| Freedom Day Solutions, LLC | 6,804 | $2.34M | 1.10% | −70−1.0% | Reduced |
| Confluence Wealth Services, Inc. | 6,804 | $2.34M | 0.54% | +478+7.6% | Added |
| IAM Advisory, LLC | 6,821 | $2.34M | 0.81% | −453−6.2% | Reduced |
| Pinnacle Bancorp, Inc. | 6,844 | $2.35M | 0.86% | +193+2.9% | Added |
| Aft, Forsyth & Company, Inc. | 6,845 | $2.35M | 1.82% | −17−0.2% | Reduced |
| Whittier Trust Co of Nevada Inc | 6,880 | $2.36M | 0.09% | +172+2.6% | Added |
| Handelsinvest Investeringsforvaltning | 6,894 | $2.37M | 0.38% | +136+2.0% | Added |
| Bank of Hawaii | 6,912 | $2.37M | 0.14% | −89−1.3% | Reduced |
| Cladis Investment Advisory, LLC | 6,917 | $2.38M | 2.13% | +30+0.4% | Added |
| V-Square Quantitative Management LLC | 6,921 | $2.38M | 2.19% | +6,921 | New |
| Cutter & CO Brokerage, Inc. | 6,941 | $2.38M | 0.74% | +6,110+735.3% | Added |
| Qtron Investments LLC | 6,944 | $2.38M | 0.49% | −1,060−13.2% | Reduced |
| Marble Harbor Investment Counsel, LLC | 6,970 | $2.39M | 0.31% | −120−1.7% | Reduced |
| U.S. Capital Wealth Advisors, LLC | 7,067 | $2.43M | 0.11% | +146+2.1% | Added |
| Brandywine Oak Private Wealth LLC | 7,079 | $2.43M | 0.28% | −66−0.9% | Reduced |
| Mission Wealth Management, LP | 7,104 | $2.44M | 0.10% | −156−2.1% | Reduced |
| Next Century Growth Investors LLC | 7,116 | $2.44M | 0.27% | +4,362+158.4% | Added |
| Carret Asset Management, LLC | 7,117 | $2.44M | 0.34% | −50−0.7% | Reduced |
| Sowell Financial Services LLC | 7,128 | $2.45M | 0.19% | +7,128 | New |
| Sawyer & Company, Inc | 6,674 | $2.45M | 1.32% | +6,674 | New |
| Investment Partners, Ltd. | 7,163 | $2.46M | 1.29% | +9+0.1% | Added |
| Lowe Brockenbrough & Co Inc | 7,178 | $2.47M | 0.20% | +188+2.7% | Added |
| Level Four Advisory Services, LLC | 7,194 | $2.47M | 0.16% | −1,779−19.8% | Reduced |
| Boston Family Office LLC | 7,202 | $2.47M | 0.20% | −18−0.2% | Reduced |
| Meridian Wealth Advisors, LLC | 7,210 | $2.48M | 0.62% | +102+1.4% | Added |
| Mengis Capital Management, Inc. | 7,220 | $2.48M | 0.52% | +57+0.8% | Added |
| Vision Capital Management, Inc. | 7,310 | $2.51M | 0.46% | −20−0.3% | Reduced |
| Simmons Bank | 7,374 | $2.53M | 0.22% | +2,365+47.2% | Added |
| Trust Co of Vermont | 7,389 | $2.54M | 0.18% | −93−1.2% | Reduced |
| Barometer Capital Management Inc. | 7,400 | $2.54M | 0.65% | −30,973−80.7% | Reduced |
| BOS Asset Management, LLC | 7,404 | $2.54M | 2.12% | +56+0.8% | Added |
| TCI Wealth Advisors, Inc. | 7,405 | $2.54M | 0.33% | +182+2.5% | Added |
| Norway Savings Bank | 7,427 | $2.55M | 1.29% | −170−2.2% | Reduced |
| Mitchell McLeod Pugh & Williams Inc | 7,451 | $2.56M | 0.80% | −419−5.3% | Reduced |
| Fiduciary Trust Co | 7,457 | $2.56M | 0.05% | +624+9.1% | Added |
| Old North State Trust, LLC | 7,459 | $2.56M | 1.77% | +141+1.9% | Added |
| Lake Street Financial LLC | 7,476 | $2.57M | 0.48% | +598+8.7% | Added |
| Dynamic Advisor Solutions LLC | 7,516 | $2.58M | 0.15% | −628−7.7% | Reduced |
| Bray Capital Advisors | 7,545 | $2.59M | 0.76% | 00.0% | Unchanged |
| Mather Group, LLC. | 7,583 | $2.60M | 0.05% | +2,395+46.2% | Added |
| Asset Dedication, LLC | 7,610 | $2.61M | 0.24% | +5,045+196.7% | Added |
| Pitcairn Co | 7,601 | $2.61M | 0.24% | +480+6.7% | Added |
| Fiduciary Group LLC | 7,626 | $2.62M | 0.34% | −50−0.7% | Reduced |
| Avidian Wealth Solutions, LLC | 7,629 | $2.62M | 0.14% | −187−2.4% | Reduced |
| Crawford Investment Counsel Inc | 7,649 | $2.63M | 0.06% | +202+2.7% | Added |
| Richwood Investment Advisors, LLC | 7,657 | $2.63M | 2.62% | −163−2.1% | Reduced |
| Linden Thomas Advisory Services, LLC | 7,696 | $2.64M | 0.66% | +557+7.8% | Added |
| Merit Financial Group, LLC | 7,700 | $2.64M | 0.10% | +1,601+26.3% | Added |
| McKinley Carter Wealth Services, Inc. | 7,713 | $2.65M | 0.21% | −5,487−41.6% | Reduced |
| Jeppson Wealth Management, LLC | 7,719 | $2.65M | 1.15% | −763−9.0% | Reduced |
| First Nebraska Trust Co | 7,736 | $2.66M | 0.33% | −7,639−49.7% | Reduced |
| Steel Peak Wealth Management LLC | 7,749 | $2.66M | 0.18% | +2,600+50.5% | Added |
| Exencial Wealth Advisors, LLC | 7,786 | $2.67M | 0.14% | −539−6.5% | Reduced |
| NBT Bank N A | 7,796 | $2.68M | 0.39% | −207−2.6% | Reduced |
| Washington Trust Bank | 7,800 | $2.68M | 0.29% | 00.0% | Unchanged |
| Parametrica Management Ltd | 7,827 | $2.69M | 4.85% | +627+8.7% | Added |
| Schear Investment Advisers, LLC | 7,830 | $2.69M | 3.22% | +236+3.1% | Added |
| Aldebaran Capital, LLC | 7,833 | $2.69M | 2.75% | −50−0.6% | Reduced |
| We Are One Seven, LLC | 7,891 | $2.71M | 0.17% | +1,064+15.6% | Added |
| Plimoth Trust Co LLC | 7,899 | $2.71M | 0.84% | −233−2.9% | Reduced |
| HighTower Trust Services, LTA | 8,627 | $2.72M | 0.27% | +68+0.8% | Added |
| First National Corp | 7,931 | $2.72M | 0.65% | −28−0.4% | Reduced |
| XR Securities LLC | 7,932 | $2.72M | 3.86% | +6,790+594.6% | Added |
| Northcape Wealth Management, LLC | 7,951 | $2.73M | 0.99% | +7,951 | New |
| Marshall & Sullivan Inc | 8,000 | $2.75M | 1.66% | 00.0% | Unchanged |
| Tocqueville Asset Management L.P. | 8,022 | $2.75M | 0.05% | +276+3.6% | Added |
| RMB Capital Management, LLC | 8,025 | $2.76M | 0.10% | +142+1.8% | Added |
| Abner Herrman & Brock LLC | 8,030 | $2.76M | 0.42% | −3,733−31.7% | Reduced |
| Pacific Global Investment Management CO | 8,042 | $2.76M | 0.60% | −397−4.7% | Reduced |
| Chatham Capital Group, Inc. | 8,045 | $2.76M | 0.62% | +1,165+16.9% | Added |
| Curbstone Financial Management Corp | 8,046 | $2.76M | 0.67% | −450−5.3% | Reduced |
| Lynch & Associates | 8,057 | $2.77M | 0.73% | +230+2.9% | Added |
| Alcosta Capital Management, Inc. | 8,087 | $2.78M | 2.66% | −216−2.6% | Reduced |
| Deltec Asset Management LLC | 8,100 | $2.78M | 0.69% | +8,100 | New |
| Jones Financial Companies LLLP | 8,128 | $2.79M | 0.00% | −236−2.8% | Reduced |
| Apollon Wealth Management, LLC | 8,141 | $2.80M | 0.17% | +762+10.3% | Added |
| Bridgeway Capital Management, LLC | 8,142 | $2.80M | 0.07% | −5,462−40.1% | Reduced |
| Geneos Wealth Management Inc. | 8,148 | $2.80M | 0.17% | −818−9.1% | Reduced |
| Investment Management of Virginia LLC | 8,207 | $2.82M | 0.54% | −290−3.4% | Reduced |
| Biechele Royce Advisors | 8,226 | $2.82M | 1.05% | 00.0% | Unchanged |
| Equitable Holdings, Inc. | 8,237 | $2.83M | 0.05% | +3,128+61.2% | Added |
| DCF Advisers, LLC | 8,250 | $2.83M | 2.09% | 00.0% | Unchanged |
| Brooktree Capital Management | 8,253 | $2.83M | 2.21% | −661−7.4% | Reduced |
| SageView Advisory Group, LLC | 8,270 | $2.84M | 0.18% | +303+3.8% | Added |
| Hodges Capital Management Inc. | 11,158 | $2.85M | 0.23% | +3,512+45.9% | Added |
| MidWestOne Financial Group, Inc. | 8,305 | $2.85M | 0.64% | +2,656+47.0% | Added |
| Signet Investment Advisory Group, Inc. | 8,310 | $2.85M | 1.97% | −151−1.8% | Reduced |
| Rothschild Investment Corp | 8,310 | $2.85M | 0.25% | −229−2.7% | Reduced |
| Altfest L J & Co Inc | 8,313 | $2.85M | 0.45% | −24−0.3% | Reduced |
| Ameritas Advisory Services, LLC | 7,962 | $2.86M | 0.14% | −1,281−13.9% | Reduced |
| Zions Bancorporation, N.A. | 8,390 | $2.88M | 0.25% | +3,185+61.2% | Added |
| Western Wealth Management, LLC | 8,395 | $2.88M | 0.27% | +1,235+17.2% | Added |
| West Oak Capital, LLC | 8,424 | $2.89M | 1.47% | +105+1.3% | Added |
| Moneta Group Investment Advisors LLC | 8,424 | $2.89M | 0.07% | +2,342+38.5% | Added |
| Douglass Winthrop Advisors, LLC | 8,447 | $2.90M | 0.08% | +150+1.8% | Added |
| Connectus Wealth, LLC | 8,448 | $2.90M | 0.07% | −649−7.1% | Reduced |
| Woodstock Corp | 8,478 | $2.91M | 0.37% | +24+0.3% | Added |
| Quantbot Technologies LP | 8,521 | $2.93M | 0.21% | +4,146+94.8% | Added |
| S&CO Inc | 8,530 | $2.93M | 0.25% | −115−1.3% | Reduced |