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 |
|---|---|---|---|---|---|
| Pekin Hardy Strauss, Inc. | 823 | $282.6K | 0.04% | −300−26.7% | Reduced |
| Astoria Portfolio Advisors LLC. | 798 | $283.1K | 0.12% | −1,037−56.5% | Reduced |
| Nexus Investment Management ULC | 826 | $283.7K | 0.03% | 00.0% | Unchanged |
| Midwest Heritage Bank, FSB | 826 | $283.7K | 0.23% | 00.0% | Unchanged |
| SS&H Financial Advisors, Inc. | 826 | $283.7K | 0.13% | 00.0% | Unchanged |
| Farmers & Merchants Trust Co of Chambersburg PA | 826 | $284.0K | 0.19% | −60−6.8% | Reduced |
| Alaethes Wealth LLC | 830 | $285.0K | 0.17% | +89+12.0% | Added |
| W.H. Cornerstone Investments Inc. | 833 | $286.0K | 0.26% | +3+0.4% | Added |
| TSFG, LLC | 832 | $286.0K | 0.11% | +15+1.8% | Added |
| Latitude Advisors, LLC | 836 | $287.1K | 0.21% | −193−18.8% | Reduced |
| Sterling Financial Planning, Inc. | 837 | $287.4K | 0.16% | 00.0% | Unchanged |
| Lakewood Asset Management LLC | 838 | $287.7K | 0.24% | −14−1.6% | Reduced |
| Quantamental Technologies LLC | 841 | $288.8K | 0.16% | +841 | New |
| New Republic Capital, LLC | 843 | $289.5K | 0.22% | +156+22.7% | Added |
| Cardiff Park Advisors, LLC | 843 | $289.5K | 0.04% | 00.0% | Unchanged |
| Cookson Peirce & Co Inc | 845 | $290.0K | 0.02% | −1,780−67.8% | Reduced |
| Wedgewood Investors Inc | 849 | $291.6K | 0.38% | 00.0% | Unchanged |
| Northstar Asset Management LLC | 850 | $291.9K | 0.09% | 00.0% | Unchanged |
| Ridgecrest Wealth Partners, LLC | 850 | $291.9K | 0.21% | 00.0% | Unchanged |
| Fort Pitt Capital Group, LLC | 852 | $292.6K | 0.01% | +852 | New |
| Garde Capital, Inc. | 857 | $294.0K | 0.03% | 00.0% | Unchanged |
| Fortis Capital Advisors, LLC | 868 | $298.1K | 0.16% | −269−23.7% | Reduced |
| Cowa, LLC | 869 | $298.4K | 0.24% | +150+20.9% | Added |
| Nebula Research & Development LLC | 869 | $298.4K | 0.53% | +869 | New |
| Dean Investment Associates, LLC | 870 | $298.8K | 0.05% | 00.0% | Unchanged |
| Alliance Wealth Advisors, LLC | 871 | $299.1K | 0.22% | 00.0% | Unchanged |
| United Community Bank | 872 | $299.5K | 0.28% | 00.0% | Unchanged |
| Fifth Third Wealth Advisors LLC | 872 | $299.5K | 0.55% | +872 | New |
| Headinvest, LLC | 873 | $299.8K | 0.07% | +15+1.7% | Added |
| Inscription Capital, LLC | 874 | $300.1K | 0.08% | +15+1.7% | Added |
| River Wealth Advisors LLC | 876 | $301.0K | 0.05% | +129+17.3% | Added |
| Wealth Advisors of Iowa, LLC | 878 | $301.6K | 0.24% | +2+0.2% | Added |
| Dudley Capital Management, LLC | 879 | $301.9K | 0.21% | 00.0% | Unchanged |
| MBL Wealth, LLC | 879 | $301.9K | 0.05% | −2−0.2% | Reduced |
| Diversified, LLC | 880 | $302.1K | 0.11% | −915−51.0% | Reduced |
| Callahan Advisors, LLC | 880 | $302.2K | 0.04% | −10−1.1% | Reduced |
| Avaii Wealth Management, LLC | 883 | $303.2K | 0.26% | −7−0.8% | Reduced |
| Ewa, LLC | 701 | $304.6K | 0.23% | +701 | New |
| Royal Harbor Partners, LLC | 888 | $305.0K | 0.16% | −3,736−80.8% | Reduced |
| Greenhouse Wealth Management, LLC | 893 | $306.8K | 0.29% | 00.0% | Unchanged |
| S. R. Schill & Associates | 899 | $308.7K | 0.14% | 00.0% | Unchanged |
| Phillips Financial Management, LLC | 900 | $308.9K | 0.03% | +8+0.9% | Added |
| Perennial Investment Advisors, LLC | 899 | $308.9K | 0.06% | +899 | New |
| One + One Wealth Management, LLC | 900 | $309.1K | 0.22% | −60−6.3% | Reduced |
| Benin Management CORP | 900 | $309.1K | 0.12% | 00.0% | Unchanged |
| Nikulski Financial, Inc. | 900 | $309.1K | 0.14% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 900 | $309.2K | 0.13% | +759+538.3% | Added |
| Franklin Street Advisors Inc | 902 | $310.0K | 0.03% | −60−6.2% | Reduced |
| Greenwood Gearhart Inc | 906 | $311.1K | 0.04% | −4−0.4% | Reduced |
| Cedar Wealth Management, LLC | 909 | $312.2K | 0.13% | −350−27.8% | Reduced |
| PCA Investment Advisory Services Inc. | 909 | $312.2K | 0.22% | +909 | New |
| Key Client Fiduciary Advisors, LLC | 910 | $312.6K | 0.20% | −10−1.1% | Reduced |
| Carolinas Wealth Consulting LLC | 41,692 | $313.7K | 0.07% | +130.0% | Added |
| Consolidated Portfolio Review Corp | 914 | $313.8K | 0.08% | +914 | New |
| VisionPoint Advisory Group, LLC | 733 | $314.0K | 0.14% | −120−14.1% | Reduced |
| Ashburton (Jersey) Ltd | 917 | $315.0K | 0.15% | −4,809−84.0% | Reduced |
| Headlands Technologies LLC | 918 | $315.3K | 0.21% | +918 | New |
| ASB Consultores, LLC | 919 | $315.6K | 0.13% | −52−5.4% | Reduced |
| Baron Silver Stevens Financial Advisors, LLC | 922 | $316.5K | 0.08% | +43+4.9% | Added |
| Joule Financial, LLC | 922 | $316.6K | 0.17% | 00.0% | Unchanged |
| McAdam, LLC | 928 | $318.6K | 0.03% | −23−2.4% | Reduced |
| Griffin Asset Management, Inc. | 929 | $319.0K | 0.04% | +192+26.1% | Added |
| Eaton Financial Holdings Company, LLC | 940 | $322.8K | 0.25% | 00.0% | Unchanged |
| O'Brien Greene & Co. Inc | 940 | $323.0K | 0.12% | 00.0% | Unchanged |
| Pathway Financial Advisers, LLC | 940 | $323.2K | 0.13% | −250−21.0% | Reduced |
| Centurion Wealth Management LLC | 942 | $323.5K | 0.17% | −1−0.1% | Reduced |
| Portland Global Advisors LLC | 944 | $324.0K | 0.06% | −325−25.6% | Reduced |
| Wayfinding Financial, LLC | 944 | $324.0K | 0.25% | +944 | New |
| Crewe Advisors LLC | 944 | $324.2K | 0.05% | +154+19.5% | Added |
| Ritter Daniher Financial Advisory LLC | 944 | $324.2K | 0.14% | +359+61.4% | Added |
| Great Waters Wealth Management | 842 | $324.3K | 0.07% | +1+0.1% | Added |
| Paragon Private Wealth Management, LLC | 946 | $324.9K | 0.27% | 00.0% | Unchanged |
| Capital City Trust Co | 947 | $325.2K | 0.10% | +8+0.9% | Added |
| AFS Financial Group, LLC | 950 | $326.2K | 0.22% | +150+18.8% | Added |
| Plotkin Financial Advisors, LLC | 954 | $327.6K | 0.30% | 00.0% | Unchanged |
| ERn Financial, LLC | 955 | $327.8K | 0.07% | +59+6.6% | Added |
| Aberdeen Wealth Management LLC | 955 | $328.0K | 0.24% | −65−6.4% | Reduced |
| Cora Capital Advisors LLC | 956 | $328.3K | 0.24% | +26+2.8% | Added |
| Beacon Financial Group | 898 | $329.0K | 0.05% | −66−6.8% | Reduced |
| Stevard, LLC | 960 | $329.7K | 0.31% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 961 | $330.0K | 0.10% | 00.0% | Unchanged |
| FSM Wealth Advisors, LLC | 964 | $331.1K | 0.19% | +2+0.2% | Added |
| UMA Financial Services, Inc. | 895 | $331.6K | 0.09% | 00.0% | Unchanged |
| Phillips Wealth Planners LLC | 818 | $332.0K | 0.44% | −11−1.3% | Reduced |
| Evanson Asset Management, LLC | 971 | $333.5K | 0.03% | +261+36.8% | Added |
| New World Advisors LLC | 973 | $334.1K | 0.13% | +973 | New |
| RKL Wealth Management LLC | 978 | $335.9K | 0.04% | −35−3.5% | Reduced |
| Cooper Financial Group | 980 | $336.6K | 0.09% | +301+44.3% | Added |
| Charter Oak Capital Management, LLC | 980 | $336.6K | 0.05% | +8+0.8% | Added |
| Beacon Financial Strategies CORP | 982 | $337.3K | 0.29% | 00.0% | Unchanged |
| Soltis Investment Advisors LLC | 985 | $338.4K | 0.04% | +13+1.3% | Added |
| Running Point Capital Advisors, LLC | 986 | $338.6K | 0.21% | 00.0% | Unchanged |
| Zuckerman Investment Group, LLC | 989 | $339.6K | 0.05% | −44−4.3% | Reduced |
| Tarbox Family Office, Inc. | 989 | $339.6K | 0.07% | −1−0.1% | Reduced |
| Lee Financial Co | 991 | $340.3K | 0.06% | −79−7.4% | Reduced |
| NBW Capital LLC | 992 | $340.7K | 0.08% | −400−28.7% | Reduced |
| Family Firm, Inc. | 996 | $342.0K | 0.09% | −17−1.7% | Reduced |
| Doheny Asset Management | 1,000 | $343.0K | 0.31% | 00.0% | Unchanged |
| Montgomery Investment Management Inc | 1,000 | $343.4K | 0.12% | 00.0% | Unchanged |
| Cacti Asset Management LLC | 1,000 | $343.4K | 0.03% | 00.0% | Unchanged |