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 |
|---|---|---|---|---|---|
| Delta Investment Management, LLC | 1,186 | $407.3K | 0.12% | −90−7.1% | Reduced |
| Financial Partners Group, Inc | 1,187 | $407.8K | 0.09% | +10+0.8% | Added |
| Calton & Associates, Inc. | 1,189 | $408.2K | 0.19% | −783−39.7% | Reduced |
| Azzad Asset Management Inc | 1,189 | $408.5K | 0.06% | −67−5.3% | Reduced |
| Courier Capital LLC | 1,190 | $408.5K | 0.05% | −9−0.8% | Reduced |
| TCWP LLC | 1,190 | $408.7K | 0.08% | −129−9.8% | Reduced |
| Twin Focus Capital Partners, LLC | 1,190 | $408.7K | 0.08% | 00.0% | Unchanged |
| Divergent Wealth Advisors, LLC | 1,194 | $409.9K | 0.10% | +5+0.4% | Added |
| Silver Oak Securities, Inc | 1,197 | $411.0K | 0.07% | −157−11.6% | Reduced |
| Renaissance Investment Group LLC | 1,200 | $412.1K | 0.12% | 00.0% | Unchanged |
| CoreFirst Bank & Trust | 1,200 | $412.1K | 0.30% | 00.0% | Unchanged |
| Talisman Wealth Advisors LLC | 1,202 | $413.0K | 0.75% | +186+18.3% | Added |
| Peloton Wealth Strategists | 1,203 | $413.0K | 0.19% | +303+33.7% | Added |
| Triumph Capital Management | 1,205 | $413.8K | 0.21% | +329+37.6% | Added |
| Arbor Trust Wealth Advisors, LLC | 1,206 | $414.2K | 0.27% | −70−5.5% | Reduced |
| Concord Asset Management, LLC | 1,208 | $414.9K | 0.17% | +1,208 | New |
| LaSalle St. Investment Advisors, LLC | 1,212 | $416.0K | 0.18% | +192+18.8% | Added |
| Widmann Financial Services, Inc. | 1,214 | $416.9K | 0.42% | 00.0% | Unchanged |
| CCM Investment Advisers LLC | 1,216 | $417.6K | 0.06% | −15−1.2% | Reduced |
| PBMares Wealth Management LLC | 1,224 | $420.3K | 0.16% | 00.0% | Unchanged |
| Clear Creek Financial Management, LLC | 1,230 | $422.4K | 0.08% | +105+9.3% | Added |
| Ignite Planners, LLC | 1,152 | $422.8K | 0.17% | −217−15.9% | Reduced |
| Advus Financial Partners, LLC | 1,231 | $422.9K | 0.17% | +62+5.3% | Added |
| Tradition Wealth Management, LLC | 1,231 | $423.0K | 0.05% | +620+101.5% | Added |
| Clearwater Capital Advisors, LLC | 1,237 | $424.8K | 0.05% | −264−17.6% | Reduced |
| TrinityPoint Wealth, LLC | 1,240 | $425.8K | 0.09% | +6+0.5% | Added |
| Tilia Fiduciary Partners, Inc. | 1,242 | $426.7K | 0.41% | −18−1.4% | Reduced |
| Liberty Wealth Management LLC | 1,244 | $427.1K | 0.09% | +1,244 | New |
| Bank of New Hampshire | 1,244 | $427.2K | 0.13% | 00.0% | Unchanged |
| First National Bank Sioux Falls | 1,247 | $428.2K | 0.30% | 00.0% | Unchanged |
| Richard W. Paul & Associates, LLC | 1,248 | $428.5K | 0.20% | +28+2.3% | Added |
| Miller Investment Management, LP | 1,250 | $429.3K | 0.07% | 00.0% | Unchanged |
| MBA Advisors LLC | 1,252 | $430.0K | 0.27% | 00.0% | Unchanged |
| Hudock, Inc. | 1,257 | $431.9K | 0.11% | +70+5.9% | Added |
| Hummer Financial Advisory Services Inc | 1,259 | $432.4K | 0.46% | −122−8.8% | Reduced |
| Northstar Group, Inc. | 1,260 | $432.7K | 0.11% | +110+9.6% | Added |
| Excalibur Management Corp | 1,262 | $433.4K | 0.22% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 1,264 | $434.1K | 0.04% | +46+3.8% | Added |
| Chemung Canal Trust Co | 1,266 | $434.8K | 0.10% | 00.0% | Unchanged |
| Wealth Architects, LLC | 1,268 | $435.5K | 0.08% | +9+0.7% | Added |
| Hallmark Capital Management Inc | 1,269 | $435.8K | 0.04% | −52−3.9% | Reduced |
| Castle Rock Wealth Management, LLC | 1,018 | $436.8K | 0.16% | +273+36.6% | Added |
| Godsey & Gibb Associates | 1,275 | $437.9K | 0.05% | −100−7.3% | Reduced |
| FLC Capital Advisors | 1,278 | $438.9K | 0.13% | 00.0% | Unchanged |
| Ten Capital Wealth Advisors, LLC | 1,279 | $439.2K | 0.14% | +934+270.7% | Added |
| Antonetti Capital Management LLC | 1,280 | $439.6K | 0.64% | +100+8.5% | Added |
| Regatta Capital Group, LLC | 1,213 | $443.8K | 0.16% | 00.0% | Unchanged |
| Provident Wealth Management, LLC | 1,296 | $445.1K | 0.23% | 00.0% | Unchanged |
| Baldwin Brothers Inc | 1,297 | $445.4K | 0.04% | −40−3.0% | Reduced |
| Silverlake Wealth Management LLC | 1,298 | $445.8K | 0.27% | −4−0.3% | Reduced |
| AlphaMark Advisors, LLC | 1,299 | $446.0K | 0.20% | +3+0.2% | Added |
| Mechanics Financial Corp | 1,300 | $446.4K | 0.26% | 00.0% | Unchanged |
| Global Trust Asset Management, LLC | 1,302 | $447.1K | 0.21% | −325−20.0% | Reduced |
| HCR Wealth Advisors | 1,304 | $447.7K | 0.09% | +104+8.7% | Added |
| First Commonwealth Financial Corp | 1,308 | $449.2K | 0.16% | 00.0% | Unchanged |
| Wealth Effects LLC | 1,310 | $449.9K | 0.23% | +280+27.2% | Added |
| Blueshift Asset Management, LLC | 1,315 | $451.6K | 0.19% | +1,315 | New |
| Arrowroot Family Office, LLC | 1,319 | $453.0K | 0.39% | +1,319 | New |
| Pegasus Partners Ltd. | 1,321 | $453.7K | 0.07% | +88+7.1% | Added |
| Waypoint Capital Advisors, LLC | 1,323 | $454.3K | 0.15% | −9−0.7% | Reduced |
| ProVise Management Group, LLC | 1,323 | $454.5K | 0.04% | −283−17.6% | Reduced |
| Altrius Capital Management Inc | 1,326 | $455.4K | 0.14% | 00.0% | Unchanged |
| Zhang Financial LLC | 1,326 | $455.4K | 0.05% | +359+37.1% | Added |
| Edgemoor Investment Advisors, Inc. | 1,328 | $456.1K | 0.06% | −718−35.1% | Reduced |
| Pettee Investors, Inc. | 1,330 | $456.7K | 0.22% | 00.0% | Unchanged |
| Single Point Partners, LLC | 1,331 | $457.0K | 0.10% | +51+4.0% | Added |
| Private Advisory Group LLC | 1,331 | $457.1K | 0.10% | −5,337−80.0% | Reduced |
| QCM Cayman, Ltd. | 1,333 | $457.8K | 2.87% | +1,333 | New |
| Orion Capital Management LLC | 1,334 | $458.1K | 0.31% | 00.0% | Unchanged |
| Verity Asset Management, Inc. | 1,334 | $458.1K | 0.27% | +674+102.1% | Added |
| PPS&V Asset Management Consultants, Inc. | 1,336 | $458.8K | 0.39% | 00.0% | Unchanged |
| Harel Insurance Investments & Financial Services Ltd. | 1,345 | $460.0K | 0.01% | +1,040+341.0% | Added |
| Sandbox Financial Partners, LLC | 1,341 | $460.4K | 0.28% | +388+40.7% | Added |
| Kennedy Investment Group | 1,341 | $460.5K | 0.28% | −45−3.2% | Reduced |
| Green Alpha Advisors, LLC | 1,341 | $460.5K | 0.32% | 00.0% | Unchanged |
| Successful Portfolios LLC | 1,344 | $461.6K | 0.29% | +18+1.4% | Added |
| Dock Street Asset Management Inc | 1,345 | $461.9K | 0.09% | +624+86.5% | Added |
| Prosperity Financial Group, Inc. | 1,345 | $461.9K | 0.47% | +674+100.4% | Added |
| Claro Advisors LLC | 1,349 | $463.2K | 0.14% | +39+3.0% | Added |
| Riverstone Advisors, LLC | 1,350 | $463.6K | 0.30% | 00.0% | Unchanged |
| Shay Capital LLC | 1,350 | $463.6K | 0.19% | +1,350 | New |
| MainStreet Investment Advisors LLC | 1,350 | $463.6K | 0.05% | +1,350 | New |
| Jackson Hole Capital Partners, LLC | 1,351 | $463.8K | 0.12% | +4+0.3% | Added |
| Kanawha Capital Management LLC | 1,351 | $464.0K | 0.04% | −49−3.5% | Reduced |
| Brown Capital Management LLC | 1,353 | $464.6K | 0.01% | −90−6.2% | Reduced |
| Plante Moran Financial Advisors, LLC | 1,358 | $466.3K | 0.06% | −34−2.4% | Reduced |
| Mascoma Wealth Management LLC | 1,178 | $466.3K | 0.14% | +179+17.9% | Added |
| Wealth Quarterback LLC | 1,359 | $466.8K | 0.40% | +36+2.7% | Added |
| Hamilton Capital, LLC | 1,367 | $469.5K | 0.03% | −1,734−55.9% | Reduced |
| Flaharty Asset Management, LLC | 1,368 | $469.8K | 0.08% | +57+4.3% | Added |
| Gray Wealth Management Inc. | 1,377 | $472.8K | 0.26% | +354+34.6% | Added |
| Wambolt & Associates, LLC | 1,350 | $473.4K | 0.17% | 00.0% | Unchanged |
| Gables Capital Management Inc. | 1,379 | $473.6K | 0.33% | 00.0% | Unchanged |
| Newman Dignan & Sheerar, Inc. | 1,380 | $473.9K | 0.15% | −6−0.4% | Reduced |
| Seascape Capital Management | 1,381 | $474.0K | 0.24% | +100+7.8% | Added |
| Mark Stevens | 1,381 | $474.3K | 0.06% | −18−1.3% | Reduced |
| Copeland Capital Management, LLC | 1,382 | $475.0K | 0.01% | 00.0% | Unchanged |
| LS Investment Advisors, LLC | 1,385 | $475.6K | 0.09% | 00.0% | Unchanged |
| Knightsbridge Asset Management, LLC | 1,387 | $477.0K | 0.08% | +308+28.5% | Added |
| Raab & Moskowitz Asset Management LLC | 1,393 | $478.4K | 0.17% | 00.0% | Unchanged |