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 |
|---|---|---|---|---|---|
| Mendel Capital Management LLC | 1,000 | $343.4K | 0.31% | 00.0% | Unchanged |
| Axq Capital, LP | 1,000 | $343.4K | 0.14% | +1,000 | New |
| JSF Financial, LLC | 1,002 | $344.0K | 0.13% | −62−5.8% | Reduced |
| Sittner & Nelson, LLC | 1,003 | $344.4K | 0.20% | +26+2.7% | Added |
| Gillespie Robinson & Grimm Inc | 1,005 | $345.1K | 0.03% | −23−2.2% | Reduced |
| Fort, L.P. | 1,007 | $345.8K | 0.89% | −81−7.4% | Reduced |
| Private Ocean, LLC | 1,009 | $346.5K | 0.05% | −23−2.2% | Reduced |
| Ellis Investment Partners, LLC | 1,011 | $347.2K | 0.09% | +154+18.0% | Added |
| Revolve Wealth Partners, LLC | 1,012 | $347.5K | 0.09% | −13−1.3% | Reduced |
| Lantz Financial LLC | 1,016 | $348.9K | 0.15% | 00.0% | Unchanged |
| Strategic Advisors LLC | 1,016 | $349.0K | 0.07% | +129+14.5% | Added |
| HBW Advisory Services LLC | 1,016 | $349.0K | 0.09% | +34+3.5% | Added |
| Donald L. Hagan, LLC | 1,020 | $350.3K | 0.19% | 00.0% | Unchanged |
| Stillwater Investment Management, LLC | 1,022 | $351.1K | 0.09% | +2+0.2% | Added |
| Cheviot Value Management, LLC | 1,024 | $351.7K | 0.08% | 00.0% | Unchanged |
| Beacon Investment Advisors LLC | 1,024 | $351.7K | 0.26% | 00.0% | Unchanged |
| Albion Financial Group | 1,024 | $351.7K | 0.03% | −15−1.4% | Reduced |
| Zullo Investment Group, Inc. | 1,028 | $353.0K | 0.22% | +25+2.5% | Added |
| Cassia Capital Partners, LLC | 1,029 | $353.4K | 0.28% | −11−1.1% | Reduced |
| K.J. Harrison & Partners Inc | 1,030 | $353.7K | 0.07% | −30−2.8% | Reduced |
| Parnassus Investments | 1,031 | $354.1K | 0.00% | +169+19.6% | Added |
| Sciencast Management LP | 818 | $355.9K | 0.47% | +818 | New |
| Total Clarity Wealth Management, Inc. | 1,037 | $356.1K | 0.19% | −178−14.7% | Reduced |
| Columbia Trust Co 01012016 | 1,038 | $356.5K | 0.21% | +7+0.7% | Added |
| Ameliora Wealth Management Ltd. | 1,040 | $357.2K | 0.21% | −3,540−77.3% | Reduced |
| Xcel Wealth Management, LLC | 1,040 | $357.2K | 0.13% | −100−8.8% | Reduced |
| JJJ Advisors Inc. | 954 | $357.5K | 0.10% | −361−27.5% | Reduced |
| Hemington Wealth Management | 1,047 | $359.0K | 0.14% | +19+1.8% | Added |
| Aspen Grove Capital, LLC | 1,045 | $359.0K | 0.16% | +152+17.0% | Added |
| Aviance Capital Partners, LLC | 1,046 | $359.3K | 0.08% | −1−0.1% | Reduced |
| Noesis Capital Mangement Corp | 1,054 | $362.0K | 0.09% | −30−2.8% | Reduced |
| Asahi Life Asset Management Co., Ltd. | 1,055 | $362.3K | 0.12% | −185−14.9% | Reduced |
| Teza Capital Management LLC | 1,057 | $363.0K | 0.08% | −1,810−63.1% | Reduced |
| GEM Asset Management, LLC | 1,057 | $363.1K | 0.29% | 00.0% | Unchanged |
| Eagle Strategies LLC | 1,057 | $363.1K | 0.09% | +3+0.3% | Added |
| Elevated Capital Advisors, LLC | 1,058 | $363.3K | 0.13% | +60+6.0% | Added |
| Ahrens Investment Partners LLC | 1,060 | $363.9K | 0.18% | +1+0.1% | Added |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 835 | $364.0K | 0.17% | −150−15.2% | Reduced |
| RFP Financial Group LLC | 1,063 | $364.9K | 0.42% | −269−20.2% | Reduced |
| Baker Avenue Asset Management, LP | 1,063 | $365.1K | 0.02% | −1,189−52.8% | Reduced |
| TrueWealth Advisors, LLC | 1,063 | $365.1K | 0.15% | 00.0% | Unchanged |
| Retirement Income Solutions, Inc | 1,064 | $365.4K | 0.11% | +5+0.5% | Added |
| Smith Chas P & Associates Pa Cpas | 1,066 | $366.0K | 0.02% | −6−0.6% | Reduced |
| Roof Eidam & Maycock | 1,070 | $367.5K | 0.14% | 00.0% | Unchanged |
| Navis Wealth Advisors, LLC | 1,071 | $367.8K | 0.40% | +1+0.1% | Added |
| Avion Wealth | 1,008 | $368.0K | 0.10% | +205+25.5% | Added |
| Childress Capital Advisors, LLC | 1,074 | $368.8K | 0.16% | −1,713−61.5% | Reduced |
| Bridgeworth, LLC | 1,075 | $369.0K | 0.05% | −763−41.5% | Reduced |
| Vantage Financial Partners Ltd., Inc. | 1,085 | $372.6K | 0.22% | +150+16.0% | Added |
| Relaxing Retirement Coach | 1,088 | $373.6K | 0.12% | 00.0% | Unchanged |
| Advisor OS, LLC | 1,088 | $373.7K | 0.09% | +69+6.8% | Added |
| Aprio Wealth Management, LLC | 1,088 | $373.7K | 0.12% | +312+40.2% | Added |
| Klingman & Associates, LLC | 1,089 | $374.0K | 0.03% | +1+0.1% | Added |
| M. Kraus & Co | 1,093 | $375.4K | 0.13% | −4−0.4% | Reduced |
| Stillwater Capital Advisors, LLC | 1,094 | $375.7K | 0.07% | 00.0% | Unchanged |
| IFP Advisors, Inc | 7,045 | $377.0K | 0.02% | −7,654−52.1% | Reduced |
| TL Private Wealth | 1,100 | $377.8K | 0.21% | 00.0% | Unchanged |
| Boulder Hill Capital Management LP | 1,100 | $377.8K | 0.30% | +1,100 | New |
| Exchange Capital Management, Inc. | 1,101 | $378.1K | 0.08% | +1,101 | New |
| Almanack Investment Partners, LLC. | 1,102 | $378.4K | 0.07% | −415−27.4% | Reduced |
| PRW Wealth Management LLC | 957 | $378.8K | 0.15% | −2−0.2% | Reduced |
| Quantum Financial Advisors, LLC | 1,108 | $380.5K | 0.12% | 00.0% | Unchanged |
| Segment Wealth Management, LLC | 1,108 | $380.5K | 0.04% | 00.0% | Unchanged |
| WSFS Capital Management, LLC | 1,110 | $381.2K | 0.04% | −52−4.5% | Reduced |
| Barrett & Company, Inc. | 1,111 | $381.4K | 0.24% | +4+0.4% | Added |
| Amplius Wealth Advisors, LLC | 1,119 | $384.3K | 0.06% | +554+98.1% | Added |
| McDonald Partners LLC | 1,125 | $386.3K | 0.13% | +50+4.7% | Added |
| Aurora Investment Managers, LLC. | 1,130 | $388.0K | 0.34% | 00.0% | Unchanged |
| Financial Advisory Group | 1,130 | $388.1K | 0.08% | 00.0% | Unchanged |
| Iowa State Bank | 1,130 | $388.1K | 0.10% | +46+4.2% | Added |
| BEAM Asset Management, LLC | 1,132 | $388.8K | 0.39% | −5−0.4% | Reduced |
| American Trust Investment Advisors, LLC | 1,133 | $389.1K | 0.23% | 00.0% | Unchanged |
| Two Sigma Securities, LLC | 1,133 | $389.1K | 0.03% | +355+45.6% | Added |
| Trust Co | 1,138 | $390.8K | 0.06% | −30−2.6% | Reduced |
| Janney Capital Management LLC | 1,139 | $391.0K | 0.03% | +170+17.5% | Added |
| LWMG, LLC | 1,141 | $392.0K | 0.12% | −32−2.7% | Reduced |
| Glassman Wealth Services | 1,144 | $392.9K | 0.07% | −1−0.1% | Reduced |
| Howard Capital Management Group, LLC | 1,144 | $392.9K | 0.04% | +196+20.7% | Added |
| Black Diamond Financial, LLC | 1,145 | $393.1K | 0.13% | +66+6.1% | Added |
| First United Bank Trust | 1,145 | $393.2K | 0.18% | −65−5.4% | Reduced |
| Legacy Trust | 1,145 | $393.2K | 0.12% | −25−2.1% | Reduced |
| Sterling Investment Counsel, LLC | 1,150 | $394.9K | 0.23% | 00.0% | Unchanged |
| Salvus Wealth Management, LLC | 1,150 | $395.0K | 0.32% | −15−1.3% | Reduced |
| Hoxton Planning & Management, LLC | 1,152 | $395.6K | 0.22% | −6−0.5% | Reduced |
| Fingerlakes Wealth Management, Inc. | 1,153 | $395.8K | 0.49% | +2+0.2% | Added |
| Searle & Co. | 1,000 | $395.9K | 0.13% | 00.0% | Unchanged |
| Mount Vernon Associates Inc | 1,154 | $396.0K | 0.47% | 00.0% | Unchanged |
| Foster Group, Inc. | 1,155 | $396.6K | 0.03% | −33−2.8% | Reduced |
| TBH Global Asset Management, LLC | 1,163 | $399.3K | 0.09% | +380+48.5% | Added |
| Carson Advisory Inc. | 1,164 | $399.9K | 0.36% | +1+0.1% | Added |
| Five Oceans Advisors | 1,169 | $401.5K | 0.26% | −20−1.7% | Reduced |
| RMR Wealth Builders | 1,173 | $402.9K | 0.08% | +5+0.4% | Added |
| Peak Planning Group, LLC | 1,176 | $403.7K | 0.33% | 00.0% | Unchanged |
| Monarch Capital Management Inc | 1,176 | $403.9K | 0.12% | −313−21.0% | Reduced |
| Triad Financial Advisors, Inc. | 1,177 | $404.1K | 0.18% | −2−0.2% | Reduced |
| Traphagen Investment Advisors LLC | 1,181 | $405.4K | 0.06% | +42+3.7% | Added |
| Verus Capital Partners, LLC | 1,182 | $406.0K | 0.06% | +111+10.4% | Added |
| Optas, LLC | 1,183 | $406.3K | 0.15% | +89+8.1% | Added |
| Tandem Wealth Advisors LLC | 1,185 | $407.0K | 0.25% | −38−3.1% | Reduced |
| Relative Value Partners Group, LLC | 1,186 | $407.3K | 0.03% | −588−33.1% | Reduced |