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 |
|---|---|---|---|---|---|
| Greenwood Capital Associates LLC | 21,527 | $7.39M | 1.06% | +2,359+12.3% | Added |
| Toroso Investments, LLC | 21,608 | $7.42M | 0.24% | +2,437+12.7% | Added |
| Covington Investment Advisors Inc. | 21,647 | $7.43M | 1.63% | −4,950−18.6% | Reduced |
| Everence Capital Management Inc | 21,650 | $7.43M | 0.61% | −150−0.7% | Reduced |
| Cadinha & Co LLC | 21,735 | $7.46M | 2.06% | 00.0% | Unchanged |
| Chicago Partners Investment Group LLC | 19,557 | $7.50M | 0.44% | +11,091+131.0% | Added |
| Anderson Hoagland & Co | 21,895 | $7.52M | 1.08% | +407+1.9% | Added |
| Polar Asset Management Partners Inc. | 21,900 | $7.52M | 0.13% | −10,900−33.2% | Reduced |
| Chicago Capital, LLC | 21,924 | $7.53M | 0.37% | +126+0.6% | Added |
| Cypress Asset Management Inc | 21,964 | $7.54M | 2.61% | −621−2.7% | Reduced |
| Parallel Advisors, LLC | 22,013 | $7.56M | 0.25% | +1,644+8.1% | Added |
| Moody National Bank Trust Division | 22,093 | $7.59M | 0.65% | −17−0.1% | Reduced |
| Moors & Cabot, Inc. | 22,115 | $7.59M | 0.52% | +4,541+25.8% | Added |
| Empirical Finance, LLC | 22,149 | $7.61M | 0.71% | +1,114+5.3% | Added |
| Wealth Advisory Solutions, LLC | 22,162 | $7.61M | 2.02% | −4,386−16.5% | Reduced |
| Healthcare of Ontario Pension Plan Trust Fund | 22,167 | $7.61M | 0.04% | −942−4.1% | Reduced |
| Signaturefd, LLC | 22,201 | $7.62M | 0.21% | −336−1.5% | Reduced |
| Hartline Investment Corp | 22,216 | $7.63M | 1.52% | +1,580+7.7% | Added |
| King Wealth | 22,239 | $7.64M | 1.69% | +3,722+20.1% | Added |
| McGowan Group Asset Management, Inc. | 22,308 | $7.66M | 1.22% | +72+0.3% | Added |
| Bartlett & Co. LLC | 22,343 | $7.67M | 0.15% | +534+2.4% | Added |
| Bartlett & Co. Wealth Management LLC | 22,343 | $7.67M | 0.15% | +534+2.4% | Added |
| Ferguson Wellman Capital Management, Inc | 22,399 | $7.69M | 0.19% | −396−1.7% | Reduced |
| Huber Capital Management LLC | 22,437 | $7.71M | 1.91% | −1,300−5.5% | Reduced |
| Vestor Capital, LLC | 22,622 | $7.77M | 0.91% | −33,336−59.6% | Reduced |
| Caldwell Trust Co | 22,644 | $7.78M | 1.08% | +627+2.8% | Added |
| Industrial Alliance Investment Management Inc. | 22,675 | $7.79M | 0.22% | −40,219−63.9% | Reduced |
| Palisade Asset Management, LLC | 22,683 | $7.79M | 0.95% | 00.0% | Unchanged |
| Kestra Private Wealth Services, LLC | 22,849 | $7.85M | 0.31% | +1,225+5.7% | Added |
| Capital Group Investment Management Pte. Ltd. | 22,855 | $7.85M | 0.42% | −4,351−16.0% | Reduced |
| James Investment Research Inc | 22,857 | $7.85M | 1.04% | +579+2.6% | Added |
| KMG Fiduciary Partners, LLC | 23,093 | $7.93M | 1.14% | +4,653+25.2% | Added |
| Alerus Financial NA | 23,143 | $7.95M | 0.71% | +854+3.8% | Added |
| Busey Wealth Management | 23,387 | $8.03M | 0.34% | −10.0% | Reduced |
| London Co of Virginia | 23,486 | $8.07M | 0.05% | −2,040−8.0% | Reduced |
| Fusion Capital, LLC | 23,563 | $8.09M | 4.63% | −1,263−5.1% | Reduced |
| Contravisory Investment Management, Inc. | 23,642 | $8.12M | 2.29% | −399−1.7% | Reduced |
| Ritholtz Wealth Management | 23,679 | $8.13M | 0.41% | −1,228−4.9% | Reduced |
| Sectoral Asset Management Inc | 23,765 | $8.16M | 1.57% | +5,350+29.1% | Added |
| Freestone Capital Holdings, LLC | 23,906 | $8.21M | 0.36% | −2,130−8.2% | Reduced |
| Integrated Wealth Concepts LLC | 23,982 | $8.24M | 0.17% | +2,149+9.8% | Added |
| Sigma Planning Corp | 24,002 | $8.24M | 0.27% | +4,262+21.6% | Added |
| Argyle Capital Management Inc. | 24,068 | $8.27M | 2.91% | −995−4.0% | Reduced |
| Boston Private Wealth LLC | 24,102 | $8.28M | 0.12% | −2,153−8.2% | Reduced |
| Trust Co of Virginia | 24,157 | $8.30M | 0.92% | +22,734+1,597.6% | Added |
| CMH Wealth Management LLC | 24,315 | $8.35M | 2.41% | +10,512+76.2% | Added |
| Gouws Capital LLC | 24,343 | $8.36M | 7.48% | −1,448−5.6% | Reduced |
| American Financial Advisors, LLC | 24,425 | $8.39M | 1.37% | +16+0.1% | Added |
| NJ State Employees Deferred Compensation Plan | 24,460 | $8.40M | 1.30% | 00.0% | Unchanged |
| Jag Capital Management, LLC | 24,509 | $8.42M | 1.09% | −13,367−35.3% | Reduced |
| Ziegler Capital Management, LLC | 24,519 | $8.42M | 0.33% | −3,482−12.4% | Reduced |
| Comerica Securities,inc. | 24,664 | $8.47M | 0.61% | +552+2.3% | Added |
| Northwestern Mutual Investment Management Company, LLC | 24,791 | $8.51M | 0.22% | +72+0.3% | Added |
| Greenleaf Trust | 24,881 | $8.54M | 0.10% | +82+0.3% | Added |
| Brookstone Capital Management | 23,071 | $8.59M | 0.17% | −2,751−10.7% | Reduced |
| Richard Bernstein Advisors LLC | 25,041 | $8.60M | 0.18% | 00.0% | Unchanged |
| Rowland & Co Investment Counsel | 25,082 | $8.61M | 2.09% | −1,508−5.7% | Reduced |
| Essex Financial Services, Inc. | 25,190 | $8.65M | 0.91% | −466−1.8% | Reduced |
| Kovitz Investment Group Partners, LLC | 25,242 | $8.67M | 0.15% | −6,011−19.2% | Reduced |
| Balentine LLC | 25,305 | $8.69M | 0.29% | −3,106−10.9% | Reduced |
| Stratos Wealth Partners, LTD. | 25,453 | $8.74M | 0.23% | +1,582+6.6% | Added |
| Vinva Investment Management Ltd | 25,675 | $8.75M | 0.74% | +25,675 | New |
| KCM Investment Advisors LLC | 25,474 | $8.75M | 0.35% | +2,573+11.2% | Added |
| Meitav Dash Investments Ltd | 21,992 | $8.77M | 0.15% | −462−2.1% | Reduced |
| Johnson Investment Counsel Inc | 25,591 | $8.79M | 0.12% | −385−1.5% | Reduced |
| Trust Co of Toledo NA | 25,685 | $8.82M | 1.57% | +1,710+7.1% | Added |
| Wetherby Asset Management Inc | 25,699 | $8.83M | 0.52% | +339+1.3% | Added |
| Jackson Square Capital, LLC | 25,758 | $8.85M | 3.96% | +2,049+8.6% | Added |
| Capital Fund Management S.A. | 25,831 | $8.87M | 0.17% | −3,905−13.1% | Reduced |
| Narwhal Capital Management | 26,006 | $8.93M | 1.12% | +5,675+27.9% | Added |
| First National Trust Co | 26,087 | $8.96M | 0.48% | −371−1.4% | Reduced |
| Veritable, L.P. | 26,251 | $9.02M | 0.15% | −61−0.2% | Reduced |
| TruWealth Advisors, LLC | 26,300 | $9.03M | 0.83% | +14,013+114.0% | Added |
| JLB & Associates Inc | 26,507 | $9.10M | 1.37% | +2,316+9.6% | Added |
| Snowden Capital Advisors LLC | 26,659 | $9.16M | 0.36% | +398+1.5% | Added |
| Rockland Trust Co | 26,670 | $9.16M | 0.58% | −155−0.6% | Reduced |
| Fairfield, Bush & Co. | 26,707 | $9.17M | 3.23% | +25,080+1,541.5% | Added |
| Artia Global Partners LP | 26,928 | $9.25M | 3.72% | −77,400−74.2% | Reduced |
| Trifecta Capital Advisors, LLC | 26,938 | $9.25M | 3.26% | +275+1.0% | Added |
| JW Asset Management, LLC | 27,000 | $9.27M | 3.56% | +27,000 | New |
| Cary Street Partner Investment Advisory LLC | 27,264 | $9.36M | 0.67% | −582−2.1% | Reduced |
| Jacobs & Co | 27,434 | $9.42M | 1.16% | +290+1.1% | Added |
| Capital Investment Advisors, LLC | 27,547 | $9.46M | 0.28% | −1,021−3.6% | Reduced |
| Parsons Capital Management Inc | 27,661 | $9.50M | 0.76% | −950−3.3% | Reduced |
| Parkman Healthcare Partners LLC | 27,671 | $9.50M | 2.07% | −6,767−19.6% | Reduced |
| L & S Advisors Inc | 27,813 | $9.55M | 1.34% | −8,371−23.1% | Reduced |
| Kentucky Retirement Systems Insurance Trust Fund | 28,062 | $9.64M | 0.79% | −201−0.7% | Reduced |
| Sound View Wealth Advisors Group, LLC | 28,071 | $9.64M | 1.32% | +928+3.4% | Added |
| Empowered Funds, LLC | 28,150 | $9.67M | 0.57% | +2,830+11.2% | Added |
| Transform Wealth, LLC | 28,231 | $9.69M | 0.91% | +14,109+99.9% | Added |
| Chronos Wealth Management, LLC | 28,240 | $9.70M | 7.28% | −296−1.0% | Reduced |
| Independent Advisor Alliance | 28,376 | $9.75M | 0.47% | −679−2.3% | Reduced |
| Cetera Advisors LLC | 28,826 | $9.90M | 0.16% | −138−0.5% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 28,848 | $9.91M | 0.61% | −2,118−6.8% | Reduced |
| Mirova | 28,898 | $9.92M | 1.43% | +104+0.4% | Added |
| Salomon & Ludwin, LLC | 28,974 | $9.95M | 1.19% | −1,083−3.6% | Reduced |
| Walter & Keenan Financial Consulting Co | 29,238 | $10.0M | 3.81% | +389+1.3% | Added |
| LMR Partners LLP | 29,261 | $10.0M | 0.22% | −19,783−40.3% | Reduced |
| FDx Advisors, Inc. | 27,476 | $10.1M | 0.44% | 00.0% | Unchanged |
| Crestwood Advisors Group LLC | 29,285 | $10.1M | 0.34% | −27−0.1% | Reduced |