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 |
|---|---|---|---|---|---|
| Sarasin & Partners LLP | 29,396 | $10.1M | 0.13% | 00.0% | Unchanged |
| SkyOak Wealth, LLC | 29,480 | $10.1M | 3.09% | +472+1.6% | Added |
| Northwest & Ethical Investments L.P. | 29,589 | $10.2M | 0.34% | −6,273−17.5% | Reduced |
| Stephens Inc | 29,733 | $10.2M | 0.20% | −2,525−7.8% | Reduced |
| Prime Capital Investment Advisors, LLC | 29,769 | $10.2M | 0.42% | −19,234−39.3% | Reduced |
| Aptus Capital Advisors, LLC | 29,821 | $10.2M | 0.29% | −4,660−13.5% | Reduced |
| King Luther Capital Management Corp | 29,922 | $10.3M | 0.05% | +1,102+3.8% | Added |
| Tang Capital Management LLC | 30,000 | $10.3M | 1.54% | +10,000+50.0% | Added |
| Nwi Management LP | 30,000 | $10.3M | 1.64% | +30,000 | New |
| Rice Partnership, LLC | 30,255 | $10.4M | 3.12% | +434+1.5% | Added |
| Journey Advisory Group, LLC | 30,326 | $10.4M | 1.65% | +1,461+5.1% | Added |
| Gamco Investors, Inc. Et Al | 30,533 | $10.5M | 0.11% | −322−1.0% | Reduced |
| Ameritas Investment Partners, Inc. | 30,630 | $10.5M | 0.42% | +210+0.7% | Added |
| Colony Group LLC | 30,645 | $10.5M | 0.16% | −2,745−8.2% | Reduced |
| CX Institutional | 30,277 | $10.6M | 0.56% | +14,029+86.3% | Added |
| Spinnaker Trust | 30,769 | $10.6M | 0.80% | +157+0.5% | Added |
| Impax Asset Management Group plc | 30,810 | $10.6M | 0.04% | −1,373−4.3% | Reduced |
| Column Capital Advisors, LLC | 787,214 | $10.6M | 1.59% | +5,369+0.7% | Added |
| Shelton Capital Management | 31,170 | $10.7M | 0.45% | +15,970+105.1% | Added |
| Arthur M. Cohen & Associates, LLC | 31,172 | $10.7M | 2.87% | −2,349−7.0% | Reduced |
| Schmidt P J Investment Management Inc | 27,569 | $10.8M | 2.25% | −3,584−11.5% | Reduced |
| Builder Investment Group Inc | 31,340 | $10.8M | 4.69% | +100+0.3% | Added |
| Bedrijfstakpensioenfonds Voor de Media Pno | 34,100 | $10.8M | 1.80% | −8,000−19.0% | Reduced |
| Lansdowne Partners (UK) LLP | 31,440 | $10.8M | 1.67% | +31,440 | New |
| Meyer Handelman Co | 31,533 | $10.8M | 0.45% | −1,000−3.1% | Reduced |
| Sphera Funds Management Ltd. | 31,690 | $10.9M | 2.36% | +6,000+23.4% | Added |
| First American Trust, FSB | 31,988 | $11.0M | 1.63% | −8,200−20.4% | Reduced |
| Flputnam Investment Management Co | 32,303 | $11.1M | 0.36% | −2,409−6.9% | Reduced |
| United Capital Financial Advisers, LLC | 33,170 | $11.4M | 0.06% | −10,656−24.3% | Reduced |
| Chartwell Investment Partners, LLC | 33,177 | $11.4M | 0.43% | +3,173+10.6% | Added |
| City Holding Co | 33,320 | $11.4M | 2.06% | −1,167−3.4% | Reduced |
| Wesbanco Bank Inc | 33,524 | $11.5M | 0.50% | −1,055−3.1% | Reduced |
| Metis Global Partners, LLC | 33,735 | $11.6M | 0.74% | +8,383+33.1% | Added |
| Andra AP-fonden | 33,800 | $11.6M | 0.30% | −4,400−11.5% | Reduced |
| Ieq Capital, LLC | 33,922 | $11.6M | 0.27% | −2,854−7.8% | Reduced |
| Spire Wealth Management | 34,264 | $11.8M | 0.46% | +1,358+4.1% | Added |
| Montag A & Associates Inc | 34,331 | $11.8M | 0.77% | −4,138−10.8% | Reduced |
| Davenport & Co LLC | 34,359 | $11.8M | 0.09% | +879+2.6% | Added |
| TSP Capital Management Group, LLC | 34,435 | $11.8M | 4.27% | −2,800−7.5% | Reduced |
| Atria Wealth Solutions, Inc. | 34,466 | $11.8M | 0.18% | +1,687+5.1% | Added |
| Bamco Inc | 34,592 | $11.9M | 0.04% | 00.0% | Unchanged |
| Quadrature Capital Ltd | 34,594 | $11.9M | 0.33% | +34,594 | New |
| Avantax Advisory Services, Inc. | 34,676 | $11.9M | 0.15% | −1,737−4.8% | Reduced |
| Logan Capital Management Inc | 34,794 | $11.9M | 0.58% | +337+1.0% | Added |
| Polaris Wealth Advisory Group, LLC | 34,819 | $12.0M | 0.88% | +28,108+418.8% | Added |
| Raymond James Trust N.A. | 34,938 | $12.0M | 0.38% | +4,172+13.6% | Added |
| Cresset Asset Management, LLC | 35,032 | $12.0M | 0.24% | −95,564−73.2% | Reduced |
| Metropolitan Life Insurance Co | 35,275 | $12.1M | 0.62% | −8,489−19.4% | Reduced |
| Waycross Partners, LLC | 35,656 | $12.2M | 3.56% | +5,121+16.8% | Added |
| Verition Fund Management LLC | 35,736 | $12.3M | 0.20% | +32,227+918.4% | Added |
| Northeast Financial Consultants Inc | 35,854 | $12.3M | 0.79% | +130.0% | Added |
| Lido Advisors, LLC | 35,980 | $12.4M | 0.17% | −6,910−16.1% | Reduced |
| Styrax Capital, LP | 36,093 | $12.4M | 1.94% | −18,047−33.3% | Reduced |
| Scotia Capital Inc. | 36,307 | $12.5M | 0.09% | +1,981+5.8% | Added |
| New Mexico Educational Retirement Board | 36,508 | $12.5M | 0.63% | −1,200−3.2% | Reduced |
| Tompkins Financial Corp | 36,625 | $12.6M | 2.05% | −766−2.0% | Reduced |
| Congress Wealth Management LLC | 36,977 | $12.7M | 0.31% | −76−0.2% | Reduced |
| D.A. Davidson & Co. | 37,197 | $12.8M | 0.14% | −3,416−8.4% | Reduced |
| LVM Capital Management Ltd | 37,278 | $12.8M | 1.78% | −19−0.1% | Reduced |
| Cardinal Capital Management | 37,298 | $12.8M | 2.66% | −1,323−3.4% | Reduced |
| Granite Investment Partners, LLC | 37,550 | $12.9M | 0.54% | −16,293−30.3% | Reduced |
| Empower Advisory Group, LLC | 36,805 | $12.9M | 0.06% | +36,805 | New |
| PGGM Investments | 37,624 | $12.9M | 0.22% | +9,892+35.7% | Added |
| Quintet Private Bank (Europe) S.A. | 37,638 | $12.9M | 0.77% | +37,638 | New |
| Brinker Capital Investments, LLC | 38,059 | $13.1M | 0.17% | +9,921+35.3% | Added |
| Orion Portfolio Solutions, LLC | 38,059 | $13.1M | 0.17% | +29,676+354.0% | Added |
| Dorsey & Whitney Trust CO LLC | 38,446 | $13.2M | 1.20% | +630+1.7% | Added |
| Crossmark Global Holdings, Inc. | 38,493 | $13.2M | 0.31% | −15,839−29.2% | Reduced |
| Sirios Capital Management L P | 38,611 | $13.3M | 2.34% | −1,424−3.6% | Reduced |
| Burney Co | 39,217 | $13.5M | 0.66% | −1,791−4.4% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 39,246 | $13.5M | 0.07% | −23,654−37.6% | Reduced |
| Connors Investor Services Inc | 39,649 | $13.6M | 1.60% | +303+0.8% | Added |
| CIBC World Markets Corp | 39,881 | $13.7M | 0.22% | −202,837−83.6% | Reduced |
| NTV Asset Management LLC | 39,920 | $13.7M | 2.55% | −578−1.4% | Reduced |
| Wendell David Associates Inc | 40,091 | $13.8M | 1.63% | 00.0% | Unchanged |
| La Banque Postale Asset Management SA | 40,179 | $13.8M | 0.35% | −2,210−5.2% | Reduced |
| Banque Cantonale Vaudoise | 40,504 | $13.9M | 0.68% | +5,124+14.5% | Added |
| Savant Capital, LLC | 40,514 | $13.9M | 0.26% | +4,423+12.3% | Added |
| Winslow Asset Management Inc | 41,135 | $14.1M | 3.30% | −629−1.5% | Reduced |
| Acadian Asset Management LLC | 41,503 | $14.2M | 0.06% | −1,622−3.8% | Reduced |
| Donaldson Capital Management, LLC | 41,781 | $14.3M | 0.68% | −5,314−11.3% | Reduced |
| Calamos Wealth Management LLC | 41,861 | $14.4M | 1.13% | −13,499−24.4% | Reduced |
| Vantage Investment Partners, LLC | 41,885 | $14.4M | 1.97% | +508+1.2% | Added |
| Vident Investment Advisory, LLC | 41,911 | $14.4M | 0.47% | +13,798+49.1% | Added |
| Atria Investments LLC | 42,012 | $14.4M | 0.27% | −2,403−5.4% | Reduced |
| Assetmark, Inc | 42,075 | $14.4M | 0.06% | +3,445+8.9% | Added |
| Boothbay Fund Management, LLC | 42,300 | $14.5M | 0.42% | +23,049+119.7% | Added |
| Banco Santander, S.A. | 42,610 | $14.6M | 0.22% | +12,156+39.9% | Added |
| Citizens Financial Group Inc | 42,910 | $14.7M | 0.54% | +1,176+2.8% | Added |
| Wealth Enhancement Advisory Services, LLC | 43,026 | $14.8M | 0.17% | +9,706+29.1% | Added |
| Oppenheimer Asset Management Inc. | 43,336 | $14.9M | 0.23% | +1,417+3.4% | Added |
| Hutchens & Kramer Investment Management Group, LLC | 43,689 | $15.0M | 12.96% | −190−0.4% | Reduced |
| 1st Source Bank | 43,733 | $15.0M | 1.00% | −1,381−3.1% | Reduced |
| Sheaff Brock Investment Advisors, LLC | 44,085 | $15.1M | 1.58% | +333+0.8% | Added |
| Mastrapasqua Asset Management Inc | 44,158 | $15.2M | 1.86% | +946+2.2% | Added |
| Tri Locum Partners LP | 44,448 | $15.3M | 4.65% | −10,021−18.4% | Reduced |
| First National Bank of Omaha | 44,849 | $15.4M | 0.93% | −1,969−4.2% | Reduced |
| Pinnacle Financial Partners Inc | 45,123 | $15.5M | 0.42% | +204+0.5% | Added |
| Cornerstone Advisors, LLC | 45,400 | $15.6M | 0.72% | +33,000+266.1% | Added |
| Lombard Odier Asset Management (Switzerland) SA | 45,426 | $15.6M | 1.36% | +16,903+59.3% | Added |