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
- 2,620
- +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 | 4,644 | $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 |
|---|---|---|---|---|---|
| Phocas Financial Corp. | 700 | $240.4K | 0.03% | 00.0% | Unchanged |
| Hoertkorn Richard Charles | 700 | $240.4K | 0.12% | 00.0% | Unchanged |
| Greenfield Savings Bank | 704 | $241.8K | 0.16% | 00.0% | Unchanged |
| Lockerman Financial Group, Inc. | 706 | $242.3K | 0.67% | −34−4.6% | Reduced |
| Lodestar Private Asset Management LLC | 706 | $242.5K | 0.04% | +1+0.1% | Added |
| Duncker Streett & Co Inc | 707 | $242.9K | 0.06% | 00.0% | Unchanged |
| Insight Advisors, LLC | 707 | $242.9K | 0.06% | −1,054−59.9% | Reduced |
| Adell Harriman & Carpenter Inc | 707 | $243.0K | 0.03% | −150−17.5% | Reduced |
| First Affirmative Financial Network | 708 | $243.0K | 0.28% | +24+3.5% | Added |
| Park Edge Advisors, LLC | 709 | $243.5K | 0.09% | +25+3.7% | Added |
| GW Henssler & Associates Ltd | 710 | $243.7K | 0.02% | +710 | New |
| Rock Creek Group, LP | 710 | $243.8K | 0.03% | −212−23.0% | Reduced |
| Ethos Financial Group, LLC | 710 | $243.8K | 0.08% | −112−13.6% | Reduced |
| Charles Schwab Trust Co | 712 | $244.5K | 0.03% | +712 | New |
| Rebalance, LLC | 713 | $244.9K | 0.02% | −43−5.7% | Reduced |
| Horan Capital Advisors, LLC. | 713 | $244.9K | 0.10% | 00.0% | Unchanged |
| Patriot Financial Group Insurance Agency, LLC | 714 | $245.1K | 0.05% | +714 | New |
| Forte Capital LLC | 715 | $245.7K | 0.04% | +27+3.9% | Added |
| Compton Wealth Advisory Group, LLC | 716 | $245.8K | 0.08% | 00.0% | Unchanged |
| CNB Bank | 716 | $245.9K | 0.15% | +131+22.4% | Added |
| Kinloch Capital, LLC | 716 | $246.0K | 0.14% | 00.0% | Unchanged |
| DeDora Capital, Inc. | 717 | $246.2K | 0.11% | −184−20.4% | Reduced |
| Northwest Wealth Management, LLC | 720 | $247.3K | 0.09% | −38−5.0% | Reduced |
| Kavar Capital Partners Group, LLC | 720 | $247.3K | 0.05% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 611 | $247.9K | 0.03% | +400+189.6% | Added |
| Advanced Asset Management Advisors Inc | 723 | $248.4K | 0.06% | 00.0% | Unchanged |
| BIP Wealth, LLC | 725 | $249.0K | 0.03% | +725 | New |
| Canvas Wealth Advisors, LLC | 638 | $249.0K | 0.10% | +11+1.8% | Added |
| Auxier Asset Management | 726 | $249.3K | 0.04% | 00.0% | Unchanged |
| Motive Wealth Advisors | 728 | $250.0K | 0.27% | −73−9.1% | Reduced |
| Milestone Asset Management, LLC | 729 | $250.4K | 0.14% | 00.0% | Unchanged |
| Firethorn Wealth Partners, LLC | 617 | $250.4K | 0.20% | +617 | New |
| Farther Finance Advisors, LLC | 732 | $251.4K | 0.07% | −50−6.4% | Reduced |
| BlackDiamond Wealth Management Inc. | 656 | $252.5K | 0.26% | −7−1.1% | Reduced |
| Southland Equity Partners LLC | 737 | $253.2K | 0.10% | 00.0% | Unchanged |
| Kaye Capital Management | 738 | $253.4K | 0.13% | +3+0.4% | Added |
| Alpine Woods Capital Investors, LLC | 740 | $254.0K | 0.04% | 00.0% | Unchanged |
| Tranquility Partners, LLC | 741 | $254.5K | 0.12% | +42+6.0% | Added |
| Northern Capital Management, Inc. | 743 | $255.2K | 0.22% | 00.0% | Unchanged |
| Palisade Capital Management LLC | 745 | $255.8K | 0.01% | 00.0% | Unchanged |
| Montag & Caldwell, LLC | 746 | $256.2K | 0.03% | 00.0% | Unchanged |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 746 | $256.2K | 0.04% | −2−0.3% | Reduced |
| Thrive Wealth Management, LLC | 747 | $256.5K | 0.07% | −111−12.9% | Reduced |
| Kelly Lawrence W & Associates Inc | 747 | $256.7K | 0.07% | +747 | New |
| Versant Capital Management, Inc | 748 | $256.9K | 0.09% | +296+65.5% | Added |
| Coastal Bridge Advisors, LLC | 749 | $257.2K | 0.07% | −221−22.8% | Reduced |
| J2 Capital Management Inc | 749 | $257.2K | 0.40% | +32+4.5% | Added |
| Arrien Investments, Inc. | 750 | $257.6K | 0.25% | +750 | New |
| Pasadena Private Wealth, LLC | 751 | $257.9K | 0.07% | 00.0% | Unchanged |
| Gemmer Asset Management LLC | 753 | $258.6K | 0.04% | 00.0% | Unchanged |
| Echo45 Advisors LLC | 753 | $258.6K | 0.21% | −58−7.2% | Reduced |
| Financial Management Network Inc | 730 | $258.9K | 0.10% | +730 | New |
| Aurora Private Wealth, Inc. | 753 | $259.0K | 0.28% | +23+3.2% | Added |
| Howe & Rusling Inc | 756 | $259.6K | 0.03% | −133−15.0% | Reduced |
| Keystone Wealth Services, LLC | 757 | $259.9K | 0.11% | +110+17.0% | Added |
| Applied Finance Capital Management, LLC | 757 | $260.0K | 0.03% | +82+12.1% | Added |
| Campbell Wealth Management | 760 | $261.0K | 0.03% | −10−1.3% | Reduced |
| Heritage Investors Management Corp | 760 | $261.0K | 0.01% | +155+25.6% | Added |
| Morling Financial Advisors, LLC | 761 | $261.3K | 0.28% | +24+3.3% | Added |
| Vantage Consulting Group Inc | 762 | $261.7K | 0.15% | +91+13.6% | Added |
| Syntax Advisors, LLC | 762 | $261.7K | 0.20% | +91+13.6% | Added |
| Silver Oak Advisory Group, Inc. | 763 | $262.0K | 0.18% | +14+1.9% | Added |
| Cantor Fitzgerald, L. P. | 766 | $263.1K | 0.01% | +766 | New |
| StrongBox Wealth, LLC | 766 | $263.1K | 0.18% | +766 | New |
| Smith Anglin Financial, LLC | 770 | $264.3K | 0.04% | +108+16.3% | Added |
| PFG Private Wealth Management, LLC | 770 | $264.4K | 0.17% | +400+108.1% | Added |
| JB Capital LLC | 770 | $264.8K | 0.02% | +69+9.8% | Added |
| Piscataqua Savings Bank | 774 | $265.8K | 0.23% | +20+2.7% | Added |
| Citizens Business Bank | 774 | $265.8K | 0.06% | +103+15.4% | Added |
| Missouri Trust & Investment Co | 774 | $265.8K | 0.17% | +24+3.2% | Added |
| Wealthstream Advisors, Inc. | 779 | $267.5K | 0.16% | +45+6.1% | Added |
| Fidelity D & D Bancorp Inc | 345 | $268.4K | 0.20% | +345 | New |
| Colonial River Wealth Management, LLC | 782 | $268.6K | 0.16% | −133−14.5% | Reduced |
| Ballast Advisors LLC | 785 | $269.6K | 0.11% | 00.0% | Unchanged |
| Middleton & Co Inc | 787 | $270.3K | 0.04% | 00.0% | Unchanged |
| McCarthy Asset Management, Inc. | 792 | $271.9K | 0.18% | 00.0% | Unchanged |
| Signature Wealth Management Group | 792 | $272.0K | 0.13% | +76+10.6% | Added |
| Oxbow Advisors, LLC | 793 | $272.3K | 0.05% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 793 | $272.4K | 0.09% | 00.0% | Unchanged |
| PrairieView Partners, LLC | 800 | $274.0K | 0.04% | 00.0% | Unchanged |
| Delap Wealth Advisory, LLC | 798 | $274.0K | 0.28% | −356−30.8% | Reduced |
| Sculati Wealth Management, LLC | 800 | $274.7K | 0.15% | −30−3.6% | Reduced |
| Twelve Points Wealth Management LLC | 800 | $274.7K | 0.16% | −2−0.2% | Reduced |
| Diamant Asset Management, Inc. | 800 | $274.7K | 0.23% | 00.0% | Unchanged |
| Hobart Private Capital, LLC | 800 | $274.7K | 0.11% | 00.0% | Unchanged |
| WT Wealth Management | 800 | $274.7K | 0.12% | 00.0% | Unchanged |
| Goodwin Daniel L | 800 | $274.7K | 0.14% | +100+14.3% | Added |
| David J Yvars Group | 801 | $275.1K | 0.25% | −11,020−93.2% | Reduced |
| TFB Advisors LLC | 804 | $276.1K | 0.21% | +44+5.8% | Added |
| Paulson Wealth Management Inc. | 805 | $276.5K | 0.12% | 00.0% | Unchanged |
| Cardinal Strategic Wealth Guidance | 808 | $277.5K | 0.13% | −7−0.9% | Reduced |
| First National Bank | 809 | $277.8K | 0.24% | 00.0% | Unchanged |
| Planning Center, Inc. | 743 | $278.7K | 0.08% | 00.0% | Unchanged |
| Obermeyer Wood Investment Counsel, LLLP | 814 | $279.5K | 0.02% | −56−6.4% | Reduced |
| Westmount Partners, LLC | 816 | $280.3K | 0.13% | +101+14.1% | Added |
| GPS Wealth Strategies Group, LLC | 818 | $281.1K | 0.06% | +818 | New |
| Financial Consulate, Inc | 820 | $281.7K | 0.10% | +248+43.4% | Added |
| Sunburst Financial Group, LLC | 821 | $281.8K | 0.10% | −1−0.1% | Reduced |
| Financial Engines Advisors L.L.C. | 822 | $282.2K | 0.00% | −1,497−64.6% | Reduced |
| Garrett Investment Advisors LLC | 822 | $282.4K | 0.04% | 00.0% | Unchanged |