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 |
|---|---|---|---|---|---|
| Aspire Private Capital, LLC | 599 | $205.7K | 0.07% | 00.0% | Unchanged |
| Carmel Capital Partners, LLC | 599 | $205.7K | 0.12% | 00.0% | Unchanged |
| Coulter & Justus Financial Services, LLC | 601 | $206.4K | 0.13% | +601 | New |
| Acropolis Investment Management, LLC | 602 | $206.7K | 0.02% | −4−0.7% | Reduced |
| HFG Advisors, Inc. | 602 | $206.7K | 0.24% | 00.0% | Unchanged |
| Somerset Trust Co | 602 | $206.7K | 0.09% | 00.0% | Unchanged |
| CKW Financial Group | 602 | $207.0K | 0.03% | 00.0% | Unchanged |
| Altus Wealth Group LLC | 603 | $207.1K | 0.14% | 00.0% | Unchanged |
| Viawealth, LLC | 605 | $207.9K | 0.16% | 00.0% | Unchanged |
| Bluesphere Advisors, LLC | 607 | $208.3K | 0.17% | +2+0.3% | Added |
| Arlington Partners LLC | 607 | $208.5K | 0.03% | +209+52.5% | Added |
| Oberweis Asset Management Inc | 609 | $209.1K | 0.03% | −30−4.7% | Reduced |
| Mayport, LLC | 609 | $209.1K | 0.13% | 00.0% | Unchanged |
| Pensionmark Financial Group, LLC | 609 | $209.3K | 0.04% | +13+2.2% | Added |
| Northeast Financial Group, Inc. | 609 | $209.6K | 0.15% | +11+1.8% | Added |
| LVZ Advisors, Inc. | 613 | $210.5K | 0.03% | +18+3.0% | Added |
| Advisory Resource Group | 615 | $211.1K | 0.06% | +4+0.7% | Added |
| Gould Asset Management LLC | 616 | $211.5K | 0.06% | 00.0% | Unchanged |
| Financial Council Asset Management Inc | 616 | $211.5K | 0.17% | 00.0% | Unchanged |
| Reston Wealth Management LLC | 617 | $212.0K | 0.11% | +13+2.2% | Added |
| Powell Investment Advisors, LLC | 619 | $212.6K | 0.12% | 00.0% | Unchanged |
| Websterrogers Financial Advisors, LLC | 619 | $212.6K | 0.10% | 00.0% | Unchanged |
| Financial Freedom, LLC | 621 | $213.2K | 0.16% | +2+0.3% | Added |
| Red Wave Investments LLC | 621 | $213.3K | 0.09% | −25−3.9% | Reduced |
| Key Financial Inc | 621 | $213.3K | 0.08% | 00.0% | Unchanged |
| Curi Capital | 622 | $213.5K | 0.03% | +622 | New |
| KilterHowling LLC | 622 | $213.8K | 0.21% | 00.0% | Unchanged |
| Ruggaard & Associates LLC | 623 | $213.9K | 0.13% | +623 | New |
| Camarda Financial Advisors, LLC | 624 | $214.3K | 0.16% | 00.0% | Unchanged |
| Fragasso Group Inc. | 626 | $214.8K | 0.02% | +2+0.3% | Added |
| Garner Asset Management Corp | 625 | $215.0K | 0.10% | +625 | New |
| Taylor Hoffman Wealth Management | 629 | $216.0K | 0.12% | 00.0% | Unchanged |
| Global Wealth Management Investment Advisory, Inc. | 630 | $216.4K | 0.07% | 00.0% | Unchanged |
| IFG Advisors, LLC | 630 | $216.4K | 0.09% | 00.0% | Unchanged |
| Emerald Advisors, LLC | 633 | $217.3K | 0.06% | −6−0.9% | Reduced |
| Nicollet Investment Management, Inc. | 635 | $218.0K | 0.11% | 00.0% | Unchanged |
| IPG Investment Advisors LLC | 635 | $218.1K | 0.05% | −185−22.6% | Reduced |
| Old Mission Investment Co LLC | 635 | $218.1K | 0.09% | −65−9.3% | Reduced |
| Holderness Investments Co | 635 | $218.1K | 0.09% | +22+3.6% | Added |
| Strategic Investment Solutions, Inc. | 636 | $218.3K | 0.04% | +2+0.3% | Added |
| Kessler Investment Group, LLC | 636 | $218.4K | 0.15% | 00.0% | Unchanged |
| Index Fund Advisors, Inc. | 637 | $218.7K | 0.01% | −5−0.8% | Reduced |
| Vista Wealth Management Group, LLC | 637 | $218.8K | 0.02% | −696−52.2% | Reduced |
| Hexagon Capital Partners LLC | 640 | $220.0K | 0.06% | +7+1.1% | Added |
| Kowal Investment Group, LLC | 642 | $220.3K | 0.06% | −458−41.6% | Reduced |
| Lansing Street Advisors | 642 | $220.4K | 0.14% | +1+0.2% | Added |
| Patton Albertson Miller Group, LLC | 642 | $220.6K | 0.04% | −31−4.6% | Reduced |
| Red Door Wealth Management, LLC | 644 | $221.0K | 0.07% | −74−10.3% | Reduced |
| Pring Turner Capital Group Inc | 644 | $221.2K | 0.22% | 00.0% | Unchanged |
| KFG Wealth Management, LLC | 592 | $221.9K | 0.15% | −18−3.0% | Reduced |
| Knuff & Co LLC | 647 | $222.2K | 0.09% | +521+413.5% | Added |
| Acima Private Wealth, LLC | 648 | $222.5K | 0.11% | +34+5.5% | Added |
| Addison Advisors LLC | 650 | $223.2K | 0.12% | −17−2.5% | Reduced |
| Ergawealth Advisors, Inc. | 650 | $223.2K | 0.18% | 00.0% | Unchanged |
| Private Management Group Inc | 651 | $223.6K | 0.01% | −15−2.3% | Reduced |
| Clarus Wealth Advisors | 608 | $223.9K | 0.14% | −722−54.3% | Reduced |
| Verus Financial Partners, Inc. | 523 | $224.2K | 0.03% | +523 | New |
| Advance Capital Management, Inc. | 653 | $224.3K | 0.04% | 00.0% | Unchanged |
| Apexium Financial, LP | 653 | $224.3K | 0.02% | +8+1.2% | Added |
| Safeguard Investment Advisory Group, LLC | 656 | $225.3K | 0.11% | +656 | New |
| Arkfeld Wealth Strategies, L.L.C. | 624 | $227.2K | 0.16% | 00.0% | Unchanged |
| Peterson Wealth Advisors, LLC | 662 | $227.3K | 0.06% | 00.0% | Unchanged |
| Monticello Wealth Management, LLC | 640 | $227.4K | 0.02% | 00.0% | Unchanged |
| GSB Wealth Management, LLC | 663 | $227.6K | 0.07% | +1+0.2% | Added |
| Thomas J. Herzfeld Advisors, Inc. | 663 | $227.7K | 0.09% | 00.0% | Unchanged |
| Global Wealth Strategies & Associates | 663 | $227.7K | 0.12% | 00.0% | Unchanged |
| Mogy Joel R Investment Counsel Inc | 667 | $229.1K | 0.02% | 00.0% | Unchanged |
| Warren Street Wealth Advisors, LLC | 667 | $229.1K | 0.16% | +92+16.0% | Added |
| Endowment Wealth Management, Inc. | 668 | $229.3K | 0.23% | −13−1.9% | Reduced |
| Alpha Financial Partners, LLC | 669 | $229.7K | 0.26% | 00.0% | Unchanged |
| BigSur Wealth Management LLC | 670 | $230.1K | 0.11% | 00.0% | Unchanged |
| Luken Investment Analytics, LLC | 670 | $230.1K | 0.14% | +11+1.7% | Added |
| WealthShield Partners, LLC | 671 | $230.4K | 0.04% | 00.0% | Unchanged |
| ABLE Financial Group, LLC | 671 | $230.4K | 0.15% | +671 | New |
| Weaver Consulting Group | 673 | $231.1K | 0.11% | +4+0.6% | Added |
| Legacy Financial Strategies, LLC | 674 | $231.6K | 0.09% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 675 | $231.8K | 0.05% | +81+13.6% | Added |
| Inspirion Wealth Advisors, LLC | 676 | $232.0K | 0.05% | −7−1.0% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 676 | $232.2K | 0.11% | +3+0.4% | Added |
| Beese Fulmer Investment Management, Inc. | 678 | $232.8K | 0.03% | 00.0% | Unchanged |
| Traverso Chambers Private Wealth Management, LLC | 679 | $233.2K | 0.06% | 00.0% | Unchanged |
| Aspiriant, LLC | 680 | $233.5K | 0.01% | −27−3.8% | Reduced |
| Karpus Management, Inc. | 680 | $233.5K | 0.01% | 00.0% | Unchanged |
| J.Safra Asset Management Corp | 681 | $233.9K | 0.04% | +681 | New |
| Callan Capital, LLC | 682 | $234.2K | 0.03% | −130−16.0% | Reduced |
| Sage Investment Advisers LLC | 682 | $234.3K | 0.31% | +682 | New |
| Capital Advisors, Ltd. LLC | 685 | $235.0K | 0.04% | −488−41.6% | Reduced |
| St. Louis Trust Co | 687 | $235.9K | 0.05% | 00.0% | Unchanged |
| Cascade Investment Group, Inc. | 687 | $235.9K | 0.23% | +10+1.5% | Added |
| Barnes Pettey Financial Advisors, LLC | 689 | $236.6K | 0.23% | 00.0% | Unchanged |
| Gries Financial LLC | 689 | $236.6K | 0.07% | +27+4.1% | Added |
| Delta Asset Management LLC | 689 | $236.7K | 0.02% | −69−9.1% | Reduced |
| Angeles Investment Advisors, LLC | 690 | $237.0K | 0.02% | −540−43.9% | Reduced |
| Opal Wealth Advisors, LLC | 690 | $237.0K | 0.14% | +690 | New |
| Intelligence Driven Advisers, LLC | 655 | $237.3K | 0.04% | −364−35.7% | Reduced |
| Secure Asset Management, LLC | 696 | $239.1K | 0.08% | +5+0.7% | Added |
| Ashford Capital Management Inc | 697 | $239.4K | 0.04% | −38−5.2% | Reduced |
| Aletheian Wealth Advisors LLC | 697 | $239.4K | 0.21% | +100+16.8% | Added |
| Midwest Professional Planners, LTD. | 698 | $239.7K | 0.12% | 00.0% | Unchanged |
| Commerzbank Aktiengesellschaft | 700 | $240.0K | 0.01% | −12,790−94.8% | Reduced |