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 |
|---|---|---|---|---|---|
| Whalerock Point Partners, LLC | 1,394 | $478.7K | 0.18% | 00.0% | Unchanged |
| Opus Capital Group, LLC | 1,397 | $480.0K | 0.09% | −24−1.7% | Reduced |
| Innova Wealth Partners | 1,400 | $480.8K | 0.42% | 00.0% | Unchanged |
| Mark Sheptoff Financial Planning, LLC | 1,409 | $483.9K | 0.28% | 00.0% | Unchanged |
| Front Row Advisors LLC | 1,408 | $484.0K | 0.23% | +53+3.9% | Added |
| Connecticut Wealth Management, LLC | 1,412 | $484.9K | 0.04% | +355+33.6% | Added |
| McLean Asset Management Corp | 1,413 | $485.4K | 0.20% | −183−11.5% | Reduced |
| Stony Point Wealth Management Inc. | 1,419 | $487.2K | 0.25% | +60+4.4% | Added |
| Delphia (USA) Inc. | 1,424 | $489.0K | 0.60% | +71+5.2% | Added |
| Capital Planning Advisors, LLC | 1,426 | $489.7K | 0.10% | −10−0.7% | Reduced |
| Legacy Capital Group California, Inc. | 1,427 | $490.1K | 0.24% | +1,427 | New |
| L.M. Kohn & Company | 1,429 | $490.6K | 0.20% | +591+70.5% | Added |
| Reliant Investment Management, LLC | 1,432 | $491.8K | 0.31% | −70−4.7% | Reduced |
| Burns Matteson Capital Management, LLC | 1,434 | $492.5K | 0.31% | +72+5.3% | Added |
| Lathrop Investment Management Corp | 1,436 | $493.0K | 0.10% | 00.0% | Unchanged |
| McRae Capital Management Inc | 1,446 | $496.6K | 0.14% | −190−11.6% | Reduced |
| Pointe Capital Management LLC | 1,453 | $499.0K | 0.36% | −426−22.7% | Reduced |
| Convergence Investment Partners, LLC | 1,453 | $499.0K | 0.29% | +8+0.6% | Added |
| Norman Fields, Gottscho Capital Management, LLC | 1,460 | $501.0K | 0.22% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 1,459 | $501.1K | 0.08% | +2+0.1% | Added |
| Summit Asset Management, LLC | 1,461 | $501.7K | 0.14% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 1,439 | $504.9K | 0.26% | +1+0.1% | Added |
| Anchor Capital Advisors LLC | 1,475 | $506.5K | 0.01% | 00.0% | Unchanged |
| Tevis Investment Management | 1,479 | $507.9K | 0.52% | −34−2.2% | Reduced |
| Green Harvest Asset Management LLC | 1,480 | $508.3K | 0.02% | −1,091−42.4% | Reduced |
| Wedge Capital Management L L P | 1,481 | $508.6K | 0.01% | −4−0.3% | Reduced |
| Heritage Wealth Advisors | 1,482 | $508.9K | 0.03% | −150−9.2% | Reduced |
| Old Port Advisors | 1,399 | $509.2K | 0.18% | −26−1.8% | Reduced |
| Advisors Preferred, LLC | 1,453 | $509.6K | 0.17% | +1,453 | New |
| Oversea-Chinese Banking CORP Ltd | 1,486 | $510.3K | 0.03% | +136+10.1% | Added |
| Wrapmanager Inc | 1,487 | $510.7K | 0.16% | +49+3.4% | Added |
| Jupiter Wealth Management LLC | 1,489 | $511.4K | 0.47% | −1,245−45.5% | Reduced |
| SignalPoint Asset Management, LLC | 1,490 | $512.0K | 0.17% | +15+1.0% | Added |
| Delta Financial Group, Inc. | 1,489 | $512.0K | 0.20% | +115+8.4% | Added |
| Hill Investment Group Partners, LLC | 1,493 | $512.7K | 0.10% | 00.0% | Unchanged |
| Relyea Zuckerberg Hanson LLC | 1,495 | $513.4K | 0.13% | +59+4.1% | Added |
| Lazard Freres Gestion S.A.S. | 1,786 | $514.0K | 0.02% | +591+49.5% | Added |
| Valley Brook Capital Group | 1,501 | $515.5K | 0.48% | 00.0% | Unchanged |
| Cornell Pochily Investment Advisors, Inc. | 1,504 | $516.5K | 0.22% | +31+2.1% | Added |
| Amarillo National Bank | 1,504 | $516.5K | 0.10% | +23+1.6% | Added |
| Prentice Wealth Management LLC | 1,516 | $520.6K | 0.25% | −3−0.2% | Reduced |
| Sterling Investment Advisors, Ltd. | 1,517 | $521.0K | 0.18% | −22−1.4% | Reduced |
| Circle Wealth Management, LLC | 1,521 | $522.4K | 0.08% | +33+2.2% | Added |
| DGS Capital Management, LLC | 1,522 | $522.6K | 0.29% | −37−2.4% | Reduced |
| SYSTM Wealth Solutions LLC | 1,524 | $523.4K | 0.08% | −297−16.3% | Reduced |
| Mayfair Advisory Group, LLC | 1,397 | $523.5K | 0.57% | −55−3.8% | Reduced |
| Threadgill Financial, LLC | 1,525 | $523.7K | 0.64% | 00.0% | Unchanged |
| Community Trust & Investment Co | 1,527 | $524.4K | 0.05% | 00.0% | Unchanged |
| Fox Run Management, L.L.C. | 1,529 | $525.1K | 0.17% | +1,529 | New |
| Alpha Family Trust | 1,530 | $525.4K | 0.42% | −240−13.6% | Reduced |
| 44 Wealth Management LLC | 1,538 | $528.2K | 0.18% | 00.0% | Unchanged |
| WealthBridge Capital Management, LLC | 1,538 | $528.2K | 0.21% | +735+91.5% | Added |
| Sunflower Bank, N.A. | 1,539 | $528.5K | 0.12% | −310−16.8% | Reduced |
| NWF Advisory Services Inc. | 1,128 | $529.2K | 0.12% | +1,128 | New |
| Nvest Financial, LLC | 1,543 | $529.9K | 0.55% | −12−0.8% | Reduced |
| WealthPLAN Partners, LLC | 1,544 | $530.2K | 0.06% | −2,148−58.2% | Reduced |
| Clear Street Markets LLC | 1,547 | $531.0K | 0.15% | −69−4.3% | Reduced |
| Domani Wealth, LLC | 1,549 | $532.0K | 0.12% | +38+2.5% | Added |
| Wilkins Investment Counsel Inc | 1,550 | $532.0K | 0.14% | −100−6.1% | Reduced |
| Auxano Advisors, LLC | 1,553 | $533.3K | 0.21% | +88+6.0% | Added |
| Sky Investment Group LLC | 1,554 | $533.5K | 0.12% | −25−1.6% | Reduced |
| Private Capital Management LLC | 1,559 | $535.4K | 0.16% | +1,009+183.5% | Added |
| Solstein Capital, LLC | 1,560 | $535.7K | 0.47% | −575−26.9% | Reduced |
| One Capital Management, LLC | 1,560 | $535.7K | 0.03% | −144−8.5% | Reduced |
| Canal Capital Management, LLC | 1,562 | $536.5K | 0.12% | +15+1.0% | Added |
| Court Place Advisors, LLC | 1,563 | $536.8K | 0.19% | 00.0% | Unchanged |
| Athena Investment Management | 1,563 | $536.8K | 0.39% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 1,564 | $537.1K | 0.09% | +198+14.5% | Added |
| LeJeune Puetz Investment Counsel LLC | 1,564 | $537.1K | 0.19% | +14+0.9% | Added |
| Paragon Capital Management Ltd | 1,564 | $537.3K | 0.12% | +2+0.1% | Added |
| Pacific Sage Partners, LLC | 1,569 | $538.8K | 0.17% | 00.0% | Unchanged |
| Northern Financial Advisors Inc | 1,577 | $541.6K | 0.51% | +820+108.3% | Added |
| Jmac Enterprises LLC | 1,580 | $542.6K | 0.14% | 00.0% | Unchanged |
| Occidental Asset Management, LLC | 1,583 | $543.6K | 0.14% | 00.0% | Unchanged |
| Forbes J M & Co LLP | 1,593 | $547.0K | 0.07% | +14+0.9% | Added |
| Semus Wealth Partners LLC | 1,594 | $547.2K | 0.59% | +134+9.2% | Added |
| Prescott Group Capital Management, L.L.C. | 1,600 | $549.0K | 0.13% | 00.0% | Unchanged |
| Gyroscope Capital Management Group, LLC | 1,600 | $549.5K | 0.14% | −100−5.9% | Reduced |
| Cox Capital Mgt LLC | 1,600 | $549.5K | 0.40% | −3−0.2% | Reduced |
| Clarus Group, Inc. | 1,600 | $549.5K | 0.52% | 00.0% | Unchanged |
| Oak Harbor Wealth Partners, LLC | 1,602 | $550.2K | 0.20% | +90+6.0% | Added |
| CWA Asset Management Group, LLC | 1,609 | $552.6K | 0.04% | +163+11.3% | Added |
| Cypress Wealth Services, LLC | 1,610 | $552.9K | 0.16% | +1+0.1% | Added |
| MJP Associates Inc | 1,613 | $554.0K | 0.17% | +41+2.6% | Added |
| Wealth Management Partners, LLC | 1,620 | $556.3K | 0.39% | −380−19.0% | Reduced |
| Hartford Funds Management Co LLC | 1,620 | $556.6K | 0.06% | −4−0.2% | Reduced |
| Destination Wealth Management | 1,621 | $556.9K | 0.02% | 00.0% | Unchanged |
| Wimmer Associates 1, LLC | 1,285 | $558.3K | 0.36% | +85+7.1% | Added |
| JGP Global Gestao de Recursos Ltda. | 1,216 | $559.1K | 0.63% | −1,351−52.6% | Reduced |
| North Point Portfolio Managers Corp | 1,629 | $559.4K | 0.09% | 00.0% | Unchanged |
| Texas Capital Bancshares Inc | 1,629 | $559.4K | 0.35% | +21+1.3% | Added |
| Westbourne Investment Advisors, Inc. | 1,633 | $561.0K | 0.27% | 00.0% | Unchanged |
| Compton Capital Management Inc | 1,635 | $561.5K | 1.21% | −6,040−78.7% | Reduced |
| Hudson Value Partners, LLC | 1,635 | $561.5K | 0.32% | +38+2.4% | Added |
| Measured Wealth Private Client Group, LLC | 1,638 | $562.5K | 0.22% | −616−27.3% | Reduced |
| Nicolet Bankshares Inc | 1,642 | $563.9K | 0.18% | −182−10.0% | Reduced |
| CarsonAllaria Wealth Management, Ltd. | 1,644 | $564.8K | 0.48% | +5+0.3% | Added |
| Voya Financial Advisors, Inc. | 1,660 | $565.5K | 0.07% | +52+3.2% | Added |
| Cornerstone Advisory, LLC | 1,647 | $565.8K | 0.10% | +162+10.9% | Added |
| US Asset Management LLC | 1,650 | $567.0K | 0.58% | −5−0.3% | Reduced |