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
- 2,619
- +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
- 1,063 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 |
|---|---|---|---|---|---|
| Duff & Phelps Investment Management Co | 8,598 | $2.95M | 0.04% | +100+1.2% | Added |
| Texas Yale Capital Corp. | 8,609 | $2.96M | 0.15% | 00.0% | Unchanged |
| FRG Family Wealth Advisors LLC | 8,623 | $2.96M | 0.68% | 00.0% | Unchanged |
| Oak Harvest Investment Services | 8,641 | $2.97M | 0.68% | −1,629−15.9% | Reduced |
| Snider Financial Group | 8,659 | $2.97M | 1.59% | 00.0% | Unchanged |
| Argus Investors' Counsel, Inc. | 8,679 | $2.98M | 2.26% | −56−0.6% | Reduced |
| Everett Harris & Co | 8,680 | $2.98M | 0.05% | +40+0.5% | Added |
| Brown Shipley& Co Ltd | 8,815 | $3.03M | 1.95% | +8,815 | New |
| Compass Wealth Management LLC | 8,825 | $3.03M | 0.96% | −261−2.9% | Reduced |
| BCJ Capital Management, LLC | 8,872 | $3.05M | 0.28% | −23,559−72.6% | Reduced |
| Equitable Trust Co | 8,940 | $3.07M | 0.24% | +156+1.8% | Added |
| Keebeck Wealth Management, LLC | 8,983 | $3.08M | 0.50% | +858+10.6% | Added |
| Centre Asset Management, LLC | 8,988 | $3.09M | 0.75% | +142+1.6% | Added |
| Morgens Waterfall Vintiadis & Co Inc | 9,000 | $3.09M | 2.54% | −2,000−18.2% | Reduced |
| First Hawaiian Bank | 9,022 | $3.10M | 0.10% | −755−7.7% | Reduced |
| Americana Partners, LLC | 9,023 | $3.10M | 0.49% | +1,355+17.7% | Added |
| Forum Financial Management, LP | 9,046 | $3.11M | 0.09% | −55−0.6% | Reduced |
| Bank Hapoalim BM | 9,054 | $3.11M | 0.43% | −2,753−23.3% | Reduced |
| Clarius Group, LLC | 9,061 | $3.11M | 0.26% | −825−8.3% | Reduced |
| Trust Asset Management LLC | 9,069 | $3.11M | 0.35% | +89+1.0% | Added |
| Abbrea Capital, LLC | 9,089 | $3.12M | 0.53% | −130−1.4% | Reduced |
| Herold Advisors, Inc. | 9,151 | $3.14M | 1.09% | −1,358−12.9% | Reduced |
| Smithfield Trust Co | 9,167 | $3.15M | 0.20% | −43−0.5% | Reduced |
| PKO Investment Management Joint-Stock Co | 9,200 | $3.16M | 0.42% | +1,700+22.7% | Added |
| Van Leeuwen & Company, LLC | 9,202 | $3.16M | 2.12% | +1,312+16.6% | Added |
| Kingfisher Capital LLC | 9,209 | $3.16M | 0.83% | +6,242+210.4% | Added |
| Reynders McVeigh Capital Management, LLC | 9,216 | $3.17M | 0.22% | −3,510−27.6% | Reduced |
| Thoroughbred Financial Services, LLC | 9,246 | $3.17M | 0.47% | +110+1.2% | Added |
| Elgethun Capital Management | 9,166 | $3.18M | 1.01% | 00.0% | Unchanged |
| Platte River Wealth Advisors, LLC | 9,255 | $3.18M | 1.22% | −150−1.6% | Reduced |
| North Star Investment Management Corp. | 9,268 | $3.18M | 0.26% | +835+9.9% | Added |
| Quadrant Capital Group LLC | 9,271 | $3.18M | 0.33% | +499+5.7% | Added |
| Strong Tower Advisory Services | 9,379 | $3.22M | 1.70% | +9,379 | New |
| Hantz Financial Services, Inc. | 9,383 | $3.22M | 0.09% | +2,302+32.5% | Added |
| Twin Tree Management, LP | 9,394 | $3.23M | 0.09% | −87,750−90.3% | Reduced |
| Punch & Associates Investment Management, Inc. | 9,490 | $3.26M | 0.21% | −1,891−16.6% | Reduced |
| Independent Financial Group, LLC | 9,501 | $3.26M | 0.26% | −153−1.6% | Reduced |
| CAPROCK Group, Inc. | 9,510 | $3.27M | 0.25% | +727+8.3% | Added |
| Wedmont Private Capital | 8,936 | $3.28M | 0.43% | −482−5.1% | Reduced |
| Harbor Investment Advisory, LLC | 9,560 | $3.28M | 0.49% | +766+8.7% | Added |
| Fund Management at Engine No. 1 LLC | 9,565 | $3.28M | 0.66% | +883+10.2% | Added |
| Hunter Associates Investment Management LLC | 9,646 | $3.31M | 0.71% | 00.0% | Unchanged |
| Enterprise Bank & Trust Co | 9,653 | $3.32M | 1.43% | −454−4.5% | Reduced |
| Sustainable Insight Capital Management, LLC | 9,664 | $3.32M | 3.33% | −5,455−36.1% | Reduced |
| Estabrook Capital Management | 9,690 | $3.33M | 0.58% | +100+1.0% | Added |
| Abn Amro Investment Solutions | 9,776 | $3.36M | 0.07% | +9,776 | New |
| Graphene Investments SAS | 9,800 | $3.37M | 2.25% | +800+8.9% | Added |
| Baldwin Investment Management, LLC | 9,820 | $3.37M | 0.60% | +1,998+25.5% | Added |
| LMCG Investments, LLC | 9,844 | $3.38M | 0.23% | +3,346+51.5% | Added |
| Morse Asset Management, Inc | 9,857 | $3.38M | 1.14% | +314+3.3% | Added |
| Advisory Alpha, LLC | 9,931 | $3.41M | 0.22% | +78+0.8% | Added |
| Lifeworks Advisors, LLC | 9,934 | $3.41M | 1.62% | +71+0.7% | Added |
| Clarkston Capital Partners, LLC | 10,000 | $3.43M | 0.06% | 00.0% | Unchanged |
| Evergreen Capital Management LLC | 10,005 | $3.44M | 0.15% | +506+5.3% | Added |
| Investors Asset Management of Georgia Inc | 10,034 | $3.45M | 1.84% | −419−4.0% | Reduced |
| Waters Parkerson & Co., LLC | 10,073 | $3.46M | 0.20% | 00.0% | Unchanged |
| Optimas Capital Ltd | 10,106 | $3.47M | 2.91% | −15,007−59.8% | Reduced |
| Cigna Investments Inc | 10,111 | $3.47M | 0.70% | −186−1.8% | Reduced |
| Bridges Investment Management Inc | 10,114 | $3.47M | 0.12% | −50−0.5% | Reduced |
| Ashton Thomas Private Wealth, LLC | 10,149 | $3.49M | 0.31% | +168+1.7% | Added |
| American National Bank | 10,157 | $3.49M | 0.64% | +633+6.6% | Added |
| De Burlo Group Inc | 10,180 | $3.50M | 0.68% | −44,650−81.4% | Reduced |
| Great Diamond Partners, LLC | 10,246 | $3.52M | 1.02% | +913+9.8% | Added |
| Private Trust Co NA | 10,267 | $3.53M | 0.48% | +682+7.1% | Added |
| Belpointe Asset Management LLC | 10,327 | $3.55M | 0.19% | −405−3.8% | Reduced |
| Bailard, Inc. | 10,341 | $3.55M | 0.13% | −134−1.3% | Reduced |
| Princeton Capital Management LLC | 10,387 | $3.57M | 1.53% | −744−6.7% | Reduced |
| Resources Investment Advisors, LLC. | 10,389 | $3.57M | 0.08% | +117+1.1% | Added |
| Wade G W & Inc | 10,389 | $3.57M | 0.14% | −58−0.6% | Reduced |
| Edgestream Partners, L.P. | 10,400 | $3.57M | 0.39% | +4,988+92.2% | Added |
| Strategic Wealth Partners, Ltd. | 10,410 | $3.58M | 0.55% | +452+4.5% | Added |
| AlphaStar Capital Management, LLC | 10,436 | $3.58M | 0.30% | −3,173−23.3% | Reduced |
| Prospera Financial Services Inc | 10,435 | $3.59M | 0.15% | +1,436+16.0% | Added |
| Roman Butler Fullerton & Co | 9,328 | $3.59M | 1.79% | −1,469−13.6% | Reduced |
| Nilsine Partners, LLC | 10,466 | $3.59M | 0.56% | +10,466 | New |
| Connable Office Inc | 10,473 | $3.60M | 0.52% | +4,130+65.1% | Added |
| Crew Capital Management, Ltd. | 10,517 | $3.61M | 5.19% | −17−0.2% | Reduced |
| Mayflower Financial Advisors, LLC | 10,577 | $3.63M | 0.48% | −710−6.3% | Reduced |
| Wintrust Investments LLC | 10,642 | $3.65M | 0.47% | +2,094+24.5% | Added |
| Meeder Advisory Services, Inc. | 10,652 | $3.66M | 0.42% | −549−4.9% | Reduced |
| Signet Financial Management, LLC | 10,653 | $3.66M | 0.62% | −10,105−48.7% | Reduced |
| Intrepid Financial Planning Group LLC | 10,684 | $3.67M | 1.85% | −65−0.6% | Reduced |
| Wahed Invest LLC | 10,746 | $3.69M | 1.60% | +10+0.1% | Added |
| Bellevue Group AG | 10,764 | $3.70M | 0.05% | −291−2.6% | Reduced |
| Diversified Trust Co | 10,776 | $3.70M | 0.14% | +938+9.5% | Added |
| Montecito Bank & Trust | 10,829 | $3.72M | 0.89% | −429−3.8% | Reduced |
| Cambridge Trust Co | 10,835 | $3.72M | 0.18% | −98−0.9% | Reduced |
| Traynor Capital Management, Inc. | 10,908 | $3.75M | 0.57% | +2,725+33.3% | Added |
| Peachtree Investment Partners, LLC | 10,916 | $3.75M | 2.34% | −6,887−38.7% | Reduced |
| Mutual Advisors, LLC | 10,920 | $3.75M | 0.15% | +1,081+11.0% | Added |
| Old Second National Bank of Aurora | 10,977 | $3.77M | 1.10% | +8,726+387.6% | Added |
| Family Legacy, Inc. | 10,998 | $3.78M | 1.62% | +131+1.2% | Added |
| Union Heritage Capital, LLC | 11,000 | $3.78M | 2.29% | 00.0% | Unchanged |
| Desjardins Global Asset Management Inc. | 11,004 | $3.78M | 0.48% | +2,026+22.6% | Added |
| TRUE Private Wealth Advisors | 11,018 | $3.78M | 0.56% | −811−6.9% | Reduced |
| MTM Investment Management, LLC | 11,023 | $3.79M | 1.94% | +10.0% | Added |
| Shepherd Financial Partners LLC | 11,037 | $3.79M | 0.63% | +50+0.5% | Added |
| Smithbridge Asset Management Inc | 11,079 | $3.81M | 0.95% | +81+0.7% | Added |
| Aull & Monroe Investment Management Corp | 11,093 | $3.81M | 1.94% | 00.0% | Unchanged |
| Bender Robert & Associates | 11,150 | $3.83M | 1.19% | +116+1.1% | Added |