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; 4,643 institutions reported holding it in 13F filings for Q2 2026, worth $942.7B 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 | 4,643 | $942.7B |
| 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 |
|---|---|---|---|---|---|
| Stephens Consulting, LLC | 223 | $76.6K | 0.05% | +195+696.4% | Added |
| Hillsdale Investment Management Inc. | 224 | $76.9K | 0.01% | −1,230−84.6% | Reduced |
| Bell Investment Advisors, Inc | 226 | $77.6K | 0.02% | −32−12.4% | Reduced |
| Sycomore Asset Management | 232 | $78.0K | 0.02% | +33+16.6% | Added |
| Oliver Lagore Vanvalin Investment Group | 228 | $78.3K | 0.04% | +75+49.0% | Added |
| Rocky Mountain Advisers, LLC | 267 | $92.0K | 0.05% | 00.0% | Unchanged |
| Loomis Sayles & Co L P | 267 | $92.0K | 0.00% | +147+122.5% | Added |
| Cape Investment Advisory, Inc. | 276 | $94.8K | 0.06% | +276 | New |
| C M Bidwell & Associates Ltd | 282 | $96.8K | 0.07% | −313−52.6% | Reduced |
| TFC Financial Management | 285 | $97.9K | 0.03% | +270+1,800.0% | Added |
| RE Dickinson Investment Advisors, LLC | 288 | $99.0K | 0.03% | 00.0% | Unchanged |
| First Personal Financial Services | 291 | $99.9K | 0.03% | −35−10.7% | Reduced |
| Sound Income Strategies, LLC | 293 | $100.6K | 0.01% | −49−14.3% | Reduced |
| Pflug Koory, LLC | 296 | $101.7K | 0.06% | 00.0% | Unchanged |
| Knott David M Jr | 300 | $103.0K | 0.04% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 300 | $103.0K | 0.00% | +300 | New |
| Schonfeld Strategic Advisors LLC | 300 | $103.0K | 0.00% | −5,183−94.5% | Reduced |
| Tradewinds Capital Management, LLC | 300 | $103.0K | 0.03% | +130+76.5% | Added |
| America First Investment Advisors, LLC | 301 | $103.4K | 0.03% | +301 | New |
| Cassady Schiller Wealth Management, LLC | 304 | $104.4K | 0.05% | 00.0% | Unchanged |
| Rise Advisors, LLC | 305 | $104.8K | 0.08% | +3+1.0% | Added |
| Tfo-TDC, LLC | 307 | $105.4K | 0.02% | +285+1,295.5% | Added |
| Avalon Trust Co | 323 | $110.9K | 0.01% | +323 | New |
| Twin Lakes Capital Management, LLC | 325 | $111.6K | 0.08% | 00.0% | Unchanged |
| Financial Avengers, Inc. | 340 | $116.8K | 0.09% | +1+0.3% | Added |
| Capital Analysts, LLC | 342 | $117.0K | 0.01% | +43+14.4% | Added |
| Covestor Ltd | 348 | $119.0K | 0.10% | −97−21.8% | Reduced |
| Byrne Asset Management LLC | 349 | $120.0K | 0.09% | +19+5.8% | Added |
| Hazlett, Burt & Watson, Inc. | 351 | $121.0K | 0.10% | +21+6.4% | Added |
| Level Financial Advisors, Inc. | 358 | $122.9K | 0.07% | 00.0% | Unchanged |
| Truvestments Capital LLC | 360 | $123.6K | 0.07% | −5−1.4% | Reduced |
| Highlander Capital Management, LLC | 367 | $126.0K | 0.06% | −200−35.3% | Reduced |
| Goldstream Capital Management Ltd | 369 | $126.7K | 0.13% | +369 | New |
| McIlrath & Eck, LLC | 371 | $127.4K | 0.03% | +3+0.8% | Added |
| BIT Capital GmbH | 371 | $127.4K | 0.02% | +371 | New |
| PFS Partners, LLC | 375 | $128.8K | 0.13% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 378 | $129.9K | 0.05% | +277+274.3% | Added |
| Cornerstone Management, Inc. | 384 | $132.0K | 0.03% | 00.0% | Unchanged |
| Atwood & Palmer Inc | 395 | $135.7K | 0.01% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 397 | $136.2K | 0.07% | +28+7.6% | Added |
| Earnest Partners LLC | 398 | $136.7K | 0.00% | 00.0% | Unchanged |
| Nalls Sherbakoff Group, LLC | 406 | $138.3K | 0.14% | +406 | New |
| SOA Wealth Advisors, LLC. | 406 | $139.3K | 0.03% | −319−44.0% | Reduced |
| Disciplined Investments, LLC | 409 | $140.5K | 0.06% | −7−1.7% | Reduced |
| Syverson Strege & Co | 414 | $142.2K | 0.06% | +84+25.5% | Added |
| Ridgewood Investments LLC | 423 | $145.4K | 0.09% | +423 | New |
| Cascade Investment Advisors, Inc. | 425 | $146.0K | 0.12% | +425 | New |
| Chelsea Counsel Co | 430 | $147.7K | 0.07% | 00.0% | Unchanged |
| Stuart Chaussee & Associates, Inc. | 430 | $147.7K | 0.05% | 00.0% | Unchanged |
| ETF Managers Group, LLC | 438 | $150.4K | 0.00% | +438 | New |
| JFS Wealth Advisors, LLC | 443 | $152.1K | 0.01% | −124−21.9% | Reduced |
| Operose Advisors LLC | 445 | $152.8K | 0.08% | 00.0% | Unchanged |
| Ofi Invest Asset Management | 53,035,381 | $154.4K | 0.80% | +53,035,381 | New |
| Optimum Investment Advisors | 450 | $154.5K | 0.08% | −3−0.7% | Reduced |
| McClarren Financial Advisors, Inc. | 451 | $155.0K | 0.14% | +2+0.4% | Added |
| Perkins Coie Trust Co | 454 | $155.9K | 0.05% | 00.0% | Unchanged |
| Goodman Advisory Group, LLC | 460 | $158.0K | 0.09% | 00.0% | Unchanged |
| Legend Financial Advisors, Inc. | 469 | $161.1K | 0.14% | −69−12.8% | Reduced |
| Baystate Wealth Management LLC | 474 | $162.8K | 0.01% | +8+1.7% | Added |
| Providence Capital Advisors, LLC | 483 | $165.9K | 0.04% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 486 | $166.9K | 0.03% | −47−8.8% | Reduced |
| Register Financial Advisors LLC | 487 | $167.1K | 0.13% | 00.0% | Unchanged |
| Pittenger & Anderson Inc | 494 | $169.7K | 0.01% | 00.0% | Unchanged |
| Arcadia Investment Management Corp | 500 | $171.7K | 0.04% | −19−3.7% | Reduced |
| IAG Wealth Partners, LLC | 506 | $173.8K | 0.05% | 00.0% | Unchanged |
| Mine & Arao Wealth Creation & Management, LLC. | 517 | $177.5K | 0.11% | 00.0% | Unchanged |
| Resurgent Financial Advisors LLC | 525 | $180.3K | 0.12% | −173−24.8% | Reduced |
| Annapolis Financial Services, LLC | 534 | $183.4K | 0.06% | −2−0.4% | Reduced |
| Coston, McIsaac & Partners | 538 | $184.0K | 0.07% | +157+41.2% | Added |
| Blue Bell Private Wealth Management, LLC | 538 | $184.8K | 0.06% | 00.0% | Unchanged |
| First PREMIER Bank | 537 | $185.0K | 0.05% | −90−14.4% | Reduced |
| Eagle Bay Advisors LLC | 540 | $185.3K | 0.10% | −39−6.7% | Reduced |
| Dark Forest Capital Management LP | 540 | $185.4K | 0.04% | +540 | New |
| Mach-1 Financial Group, Inc. | 542 | $186.1K | 1.18% | −4,656−89.6% | Reduced |
| JNBA Financial Advisors | 544 | $186.8K | 0.02% | +4+0.7% | Added |
| Princeton Global Asset Management LLC | 557 | $191.4K | 0.06% | +50+9.9% | Added |
| New Hampshire Trust | 564 | $193.7K | 0.05% | −76−11.9% | Reduced |
| Gradient Investments LLC | 568 | $195.1K | 0.01% | +89+18.6% | Added |
| Centennial Bank | 570 | $195.7K | 0.13% | 00.0% | Unchanged |
| Center For Asset Management LLC | 583 | $200.1K | 0.20% | +2+0.3% | Added |
| Tillman Hartley LLC | 583 | $200.2K | 0.09% | 00.0% | Unchanged |
| GR Financial Group, LLC | 584 | $200.4K | 0.07% | +2+0.3% | Added |
| B.O.S.S. Retirement Advisors, LLC | 584 | $200.7K | 0.05% | +584 | New |
| Todd Asset Management LLC | 585 | $200.9K | 0.00% | 00.0% | Unchanged |
| Legacy Capital Wealth Partners, LLC | 585 | $200.9K | 0.05% | +585 | New |
| Murphy Pohlad Asset Management LLC | 586 | $201.2K | 0.08% | −200−25.4% | Reduced |
| Kelly Financial Services LLC | 586 | $201.4K | 0.10% | −5−0.8% | Reduced |
| Lorne Steinberg Wealth Management Inc. | 587 | $201.6K | 0.08% | 00.0% | Unchanged |
| SFE Investment Counsel | 500 | $202.1K | 0.06% | +500 | New |
| Paladin Advisory Group, LLC | 590 | $202.6K | 0.17% | +590 | New |
| Detalus Advisors, LLC | 591 | $202.8K | 0.10% | −89−13.1% | Reduced |
| Gallacher Capital Management LLC | 591 | $202.9K | 0.12% | +591 | New |
| Roberts Glore & Co Inc | 592 | $203.3K | 0.07% | +592 | New |
| Walkner Condon Financial Advisors LLC | 593 | $203.5K | 0.06% | +593 | New |
| Strategic Financial Concepts, LLC | 593 | $203.7K | 0.08% | +593 | New |
| Gateway Wealth Partners, LLC | 594 | $204.0K | 0.03% | +1+0.2% | Added |
| Compton Financial Group, LLC | 594 | $204.0K | 0.08% | 00.0% | Unchanged |
| Investment Advisory Group, LLC | 594 | $204.1K | 0.12% | 00.0% | Unchanged |
| Sentinel Pension Advisors Inc | 565 | $204.7K | 0.05% | 00.0% | Unchanged |
| Horizon Bancorp Inc | 597 | $205.0K | 0.13% | −63−9.5% | Reduced |