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 |
|---|---|---|---|---|---|
| Lake Street Advisors Group, LLC | 11,187 | $3.84M | 0.24% | +727+7.0% | Added |
| Chesapeake Asset Management LLC | 11,188 | $3.84M | 3.52% | +11,188 | New |
| Checchi Capital Advisers, LLC | 11,196 | $3.84M | 0.37% | +169+1.5% | Added |
| Ogorek Anthony Joseph | 11,242 | $3.86M | 1.58% | +249+2.3% | Added |
| Empire Financial Management Company, LLC | 11,318 | $3.89M | 1.58% | +11,318 | New |
| Beck Capital Management, LLC | 11,324 | $3.89M | 1.65% | +193+1.7% | Added |
| Nwam LLC | 11,338 | $3.89M | 0.39% | −162−1.4% | Reduced |
| New England Asset Management Inc | 11,360 | $3.90M | 0.58% | −454−3.8% | Reduced |
| Perfromance Wealth Partners, LLC | 11,394 | $3.91M | 0.20% | +4,032+54.8% | Added |
| Summit Financial Group Inc | 11,415 | $3.92M | 1.55% | −2,500−18.0% | Reduced |
| Fulton Bank, N.A. | 11,422 | $3.92M | 0.21% | +219+2.0% | Added |
| Petredis Investment Advisors LLC | 11,437 | $3.93M | 0.61% | +121+1.1% | Added |
| International Assets Investment Management, LLC | 11,457 | $3.93M | 0.57% | −35,793−75.8% | Reduced |
| Fairfield Financial Advisors, LTD | 11,561 | $3.94M | 1.71% | +1,322+12.9% | Added |
| Covenant Asset Management, LLC | 11,498 | $3.95M | 1.29% | +1,144+11.0% | Added |
| Quilter Plc | 3,978 | $3.95M | 0.27% | +333+9.1% | Added |
| Boyd Watterson Asset Management LLC | 11,548 | $3.97M | 1.61% | +2,154+22.9% | Added |
| AMG National Trust Bank | 11,619 | $3.99M | 0.14% | +1,691+17.0% | Added |
| Herbst Group, LLC | 11,650 | $4.00M | 2.83% | +4,525+63.5% | Added |
| Ingalls & Snyder LLC | 11,654 | $4.00M | 0.21% | −76−0.6% | Reduced |
| Leonteq Securities AG | 11,666 | $4.01M | 0.37% | +3,726+46.9% | Added |
| Ballentine Partners, LLC | 11,720 | $4.02M | 0.10% | +4,697+66.9% | Added |
| Integrated Advisors Network LLC | 11,733 | $4.03M | 0.24% | +1,278+12.2% | Added |
| WBH Advisory Inc | 11,796 | $4.05M | 0.51% | +11,796 | New |
| Eastern Bank | 11,804 | $4.05M | 0.20% | −230−1.9% | Reduced |
| Red Cedar Investment Management, LLC | 11,833 | $4.06M | 0.63% | +3,734+46.1% | Added |
| Atlantic Union Bankshares Corp | 11,910 | $4.09M | 0.43% | −411−3.3% | Reduced |
| American Assets Investment Management, LLC | 12,000 | $4.12M | 0.48% | 00.0% | Unchanged |
| Icon Wealth Partners, LLC | 12,111 | $4.16M | 0.45% | +12,111 | New |
| Veriti Management LLC | 12,135 | $4.17M | 0.49% | +337+2.9% | Added |
| Essential Planning, LLC. | 12,338 | $4.17M | 2.53% | +20.0% | Added |
| Plancorp, LLC | 12,161 | $4.18M | 0.23% | +41+0.3% | Added |
| Blue Fin Capital, Inc. | 9,773 | $4.19M | 1.35% | +242+2.5% | Added |
| J.W. Cole Advisors, Inc. | 12,237 | $4.20M | 0.30% | +4,781+64.1% | Added |
| Fernwood Investment Management, LLC | 12,248 | $4.21M | 1.61% | −1,985−13.9% | Reduced |
| First Horizon Advisors, Inc. | 12,280 | $4.22M | 0.15% | +6,112+99.1% | Added |
| C2C Wealth Management, LLC | 11,431 | $4.22M | 0.68% | −84−0.7% | Reduced |
| Boothe Investment Group, Inc. | 12,337 | $4.24M | 2.26% | +12,337 | New |
| GM Advisory Group, Inc. | 12,343 | $4.24M | 0.39% | +1,107+9.9% | Added |
| Gladstone Institutional Advisory LLC | 12,403 | $4.26M | 0.28% | −1,593−11.4% | Reduced |
| Sandy Spring Bank | 12,410 | $4.26M | 0.24% | +2,718+28.0% | Added |
| WealthTrust Axiom LLC | 12,437 | $4.27M | 1.46% | +535+4.5% | Added |
| Essex Savings Bank | 12,512 | $4.30M | 1.50% | −622−4.7% | Reduced |
| Leelyn Smith, LLC | 12,540 | $4.31M | 1.10% | +396+3.3% | Added |
| SevenBridge Financial Group, LLC | 12,550 | $4.31M | 1.19% | −985−7.3% | Reduced |
| Cohen Investment Advisors LLC | 12,571 | $4.32M | 3.41% | −489−3.7% | Reduced |
| Affinity Wealth Management LLC | 12,591 | $4.32M | 1.02% | +322+2.6% | Added |
| Warren Averett Asset Management, LLC | 12,727 | $4.37M | 0.23% | +10,831+571.3% | Added |
| Quantinno Capital Management LP | 12,927 | $4.44M | 0.29% | −5,113−28.3% | Reduced |
| Lincoln National Corp | 12,943 | $4.44M | 0.09% | +207+1.6% | Added |
| Great Lakes Retirement, Inc. | 12,954 | $4.45M | 0.84% | +7,694+146.3% | Added |
| TD Private Client Wealth LLC | 12,999 | $4.46M | 0.20% | +25+0.2% | Added |
| Segall Bryant & Hamill, LLC | 13,024 | $4.47M | 0.05% | +193+1.5% | Added |
| Navellier & Associates Inc | 13,031 | $4.48M | 0.94% | −3,718−22.2% | Reduced |
| BancorpSouth Bank | 13,047 | $4.48M | 0.41% | +878+7.2% | Added |
| Supplemental Annuity Collective Trust of NJ | 13,100 | $4.50M | 1.75% | 00.0% | Unchanged |
| Perigon Wealth Management, LLC | 13,140 | $4.51M | 0.26% | +1,001+8.2% | Added |
| Perkins Capital Management Inc | 13,141 | $4.51M | 4.26% | −75−0.6% | Reduced |
| Bank Ozk | 13,298 | $4.57M | 2.27% | −82−0.6% | Reduced |
| Clough Capital Partners L P | 13,320 | $4.57M | 0.49% | +3,620+37.3% | Added |
| Cable Hill Partners, LLC | 13,328 | $4.58M | 0.74% | +18+0.1% | Added |
| Naples Global Advisors, LLC | 13,341 | $4.58M | 0.57% | −125−0.9% | Reduced |
| Buckingham Strategic Wealth, LLC | 12,598 | $4.61M | 0.08% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 13,445 | $4.62M | 0.63% | +46+0.3% | Added |
| Glynn Capital Management LLC | 13,490 | $4.63M | 1.10% | 00.0% | Unchanged |
| Sequoia Financial Advisors, LLC | 13,524 | $4.64M | 0.10% | +498+3.8% | Added |
| Winton Group Ltd | 13,533 | $4.65M | 0.28% | +5,094+60.4% | Added |
| Harvey Investment Co LLC | 13,655 | $4.69M | 0.58% | −300−2.1% | Reduced |
| Waldron Private Wealth LLC | 13,695 | $4.70M | 0.23% | +2,059+17.7% | Added |
| Moran Wealth Management, LLC | 13,761 | $4.73M | 0.18% | −54,355−79.8% | Reduced |
| Axxcess Wealth Management, LLC | 13,761 | $4.73M | 0.37% | −6,613−32.5% | Reduced |
| Wellington Shields & Co., LLC | 13,799 | $4.74M | 1.06% | +12+0.1% | Added |
| Highland Capital Management, LLC | 13,800 | $4.74M | 0.35% | +412+3.1% | Added |
| Meeder Asset Management Inc | 13,815 | $4.74M | 0.38% | −16,191−54.0% | Reduced |
| Institutional & Family Asset Management, LLC | 13,849 | $4.76M | 0.79% | +280+2.1% | Added |
| Tower Research Capital LLC (TRC) | 14,076 | $4.83M | 0.15% | −2,780−16.5% | Reduced |
| Providence Wealth Advisors, LLC | 13,056 | $4.84M | 3.58% | −394−2.9% | Reduced |
| Centric Wealth Management | 14,102 | $4.84M | 2.10% | +210+1.5% | Added |
| Profund Advisors LLC | 14,104 | $4.84M | 0.30% | −6,589−31.8% | Reduced |
| Indiana Trust & Investment Management CO | 14,205 | $4.88M | 2.64% | −49−0.3% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 14,213 | $4.88M | 0.25% | −6,733−32.1% | Reduced |
| Wedbush Securities Inc | 14,285 | $4.91M | 0.25% | −637−4.3% | Reduced |
| Osterweis Capital Management Inc | 14,334 | $4.92M | 0.33% | −276−1.9% | Reduced |
| Wilbanks Smith & Thomas Asset Management LLC | 14,338 | $4.92M | 0.17% | −176−1.2% | Reduced |
| Jaffetilchin Investment Partners, LLC | 14,345 | $4.93M | 0.56% | +1,138+8.6% | Added |
| China Universal Asset Management Co., Ltd. | 14,473 | $4.97M | 1.68% | −92−0.6% | Reduced |
| Greylin Investment Mangement Inc | 14,535 | $4.99M | 0.91% | 00.0% | Unchanged |
| Fi3 FINANCIAL ADVISORS, LLC | 14,648 | $5.03M | 2.68% | −70−0.5% | Reduced |
| GYL Financial Synergies, LLC | 14,677 | $5.04M | 0.60% | −647−4.2% | Reduced |
| Talbot Financial, LLC | 14,690 | $5.04M | 0.94% | +14,690 | New |
| Ostrum Asset Management | 14,767 | $5.07M | 0.44% | +14,767 | New |
| Park National Corp | 14,828 | $5.09M | 0.23% | −62−0.4% | Reduced |
| Coldstream Capital Management Inc | 14,846 | $5.10M | 0.17% | +247+1.7% | Added |
| Transcend Wealth Collective, LLC | 14,861 | $5.10M | 0.53% | +852+6.1% | Added |
| First City Capital Management, Inc. | 12,910 | $5.11M | 2.99% | +256+2.0% | Added |
| Hartford Financial Management Inc. | 14,912 | $5.12M | 1.32% | +8+0.1% | Added |
| AIA Group Ltd | 15,001 | $5.15M | 0.28% | +1,829+13.9% | Added |
| Twin Capital Management Inc | 15,015 | $5.16M | 0.70% | −3,612−19.4% | Reduced |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 15,024 | $5.16M | 2.59% | −3,854−20.4% | Reduced |
| Nicholas Hoffman & Company, LLC. | 15,098 | $5.19M | 0.47% | +67+0.4% | Added |