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 |
|---|---|---|---|---|---|
| Heritage Financial Services, LLC | 1,658 | $569.4K | 0.12% | +68+4.3% | Added |
| Legacy Advisors, LLC | 1,658 | $569.5K | 0.11% | +44+2.7% | Added |
| Simon Quick Advisors, LLC | 1,659 | $569.6K | 0.06% | +807+94.7% | Added |
| Redwood Wealth Management Group, LLC | 1,660 | $570.1K | 0.65% | +50+3.1% | Added |
| Drive Wealth Management, LLC | 1,661 | $570.5K | 0.24% | +225+15.7% | Added |
| Trustmark National Bank Trust Department | 1,662 | $570.8K | 0.05% | −214−11.4% | Reduced |
| FC Advisory LLC | 1,665 | $571.9K | 0.25% | 00.0% | Unchanged |
| Evoke Wealth, LLC | 1,666 | $572.1K | 0.02% | +251+17.7% | Added |
| Kellett Schaffner Wealth Advisors LLC | 1,668 | $572.8K | 0.55% | 00.0% | Unchanged |
| Mill Capital Management, LLC | 1,669 | $573.2K | 0.06% | +11+0.7% | Added |
| Jackson Creek Investment Advisors LLC | 1,673 | $575.0K | 0.24% | 00.0% | Unchanged |
| XML Financial, LLC | 1,683 | $577.9K | 0.07% | +100+6.3% | Added |
| LexAurum Advisors, LLC | 1,685 | $578.7K | 0.19% | +306+22.2% | Added |
| Dividend Assets Capital, LLC | 1,591 | $582.0K | 0.12% | 00.0% | Unchanged |
| Silver Lake Advisory, LLC | 1,696 | $582.5K | 0.32% | +1,696 | New |
| Birinyi Associates Inc | 1,700 | $584.0K | 0.24% | +1,700 | New |
| Live Oak Private Wealth LLC | 1,701 | $584.2K | 0.12% | +100+6.2% | Added |
| Good Life Advisors, LLC | 1,701 | $584.5K | 0.07% | −205−10.8% | Reduced |
| Beverly Hills Private Wealth, LLC | 1,705 | $585.4K | 0.18% | +777+83.7% | Added |
| Nations Financial Group Inc, | 1,709 | $587.2K | 0.06% | −19−1.1% | Reduced |
| Knowledge Leaders Capital, LLC | 1,720 | $590.7K | 0.78% | −2,724−61.3% | Reduced |
| OneAscent Financial Services LLC | 1,720 | $591.0K | 0.24% | −706−29.1% | Reduced |
| First Command Bank | 1,726 | $592.7K | 0.06% | 00.0% | Unchanged |
| First Command Financial Services, Inc. | 1,726 | $592.7K | 0.06% | 00.0% | Unchanged |
| Balboa Wealth Partners | 1,726 | $592.9K | 0.22% | −59−3.3% | Reduced |
| Mosaic Family Wealth Partners, LLC | 1,732 | $595.0K | 0.12% | +26+1.5% | Added |
| Cedar Brook Financial Partners, LLC | 1,736 | $596.3K | 0.15% | −41−2.3% | Reduced |
| True Link Financial Advisors, LLC | 1,739 | $597.2K | 0.07% | 00.0% | Unchanged |
| Birchcreek Wealth Management, LLC | 1,741 | $597.9K | 0.47% | +99+6.0% | Added |
| Field & Main Bank | 1,749 | $600.6K | 0.36% | +770+78.7% | Added |
| S.A. Mason LLC | 1,751 | $601.3K | 0.44% | 00.0% | Unchanged |
| MQS Management LLC | 1,753 | $602.0K | 0.39% | −608−25.8% | Reduced |
| Corton Capital Inc. | 1,757 | $603.4K | 0.42% | +288+19.6% | Added |
| Summit Financial Strategies, Inc. | 1,760 | $604.3K | 0.12% | +328+22.9% | Added |
| Atlas Brown,Inc. | 1,760 | $604.4K | 0.28% | −560−24.1% | Reduced |
| Penobscot Investment Management Company, Inc. | 1,760 | $604.4K | 0.11% | +430+32.3% | Added |
| BHK Investment Advisors, LLC | 1,763 | $605.4K | 0.26% | +476+37.0% | Added |
| Spouting Rock Asset Management, LLC | 1,765 | $606.1K | 0.21% | −1,269−41.8% | Reduced |
| Blue Chip Partners, Inc. | 1,765 | $606.3K | 0.07% | −26−1.5% | Reduced |
| Intercontinental Wealth Advisors, LLC | 1,766 | $606.5K | 0.15% | +475+36.8% | Added |
| Omnia Family Wealth, LLC | 1,770 | $607.9K | 0.47% | +25+1.4% | Added |
| Winthrop Advisory Group LLC | 1,771 | $608.2K | 0.11% | +15+0.9% | Added |
| LWM Advisory Services, LLC | 1,775 | $609.6K | 0.65% | +209+13.3% | Added |
| Jacobson & Schmitt Advisors, LLC | 1,775 | $609.6K | 0.17% | 00.0% | Unchanged |
| E Fund Management Co., Ltd. | 1,777 | $610.0K | 0.04% | −46−2.5% | Reduced |
| Investors Research Corp | 1,780 | $611.3K | 0.16% | 00.0% | Unchanged |
| Drake & Associates, LLC | 1,780 | $611.4K | 0.30% | +47+2.7% | Added |
| Fortem Financial Group, LLC | 1,784 | $612.8K | 0.40% | −1,193−40.1% | Reduced |
| WESPAC Advisors, LLC | 1,787 | $613.7K | 0.58% | −972−35.2% | Reduced |
| Ted Buchan & Co | 1,789 | $614.4K | 0.51% | +186+11.6% | Added |
| Engineers Gate Manager LP | 1,793 | $615.8K | 0.03% | −237−11.7% | Reduced |
| Heron Financial Group, LLC | 1,794 | $616.1K | 0.34% | −100−5.3% | Reduced |
| Cobblestone Capital Advisors LLC | 1,798 | $617.5K | 0.05% | −750−29.4% | Reduced |
| LBMC Investment Advisors, LLC | 1,800 | $618.2K | 0.06% | 00.0% | Unchanged |
| Abacus Planning Group, Inc. | 1,802 | $618.8K | 0.16% | −221−10.9% | Reduced |
| EagleClaw Capital Managment, LLC | 1,810 | $621.6K | 0.15% | +185+11.4% | Added |
| Atticus Wealth Management, LLC | 1,810 | $621.6K | 0.24% | −160−8.1% | Reduced |
| Knights of Columbus Asset Advisors LLC | 1,812 | $622.3K | 0.06% | −39,380−95.6% | Reduced |
| Cahaba Wealth Management, Inc. | 1,814 | $623.1K | 0.07% | −28−1.5% | Reduced |
| Main Street Financial Solutions, LLC | 1,814 | $624.2K | 0.09% | +504+38.5% | Added |
| Horizon Investment Services, LLC | 1,829 | $628.1K | 0.40% | +3+0.2% | Added |
| Cubic Asset Management, LLC | 1,830 | $628.5K | 0.18% | +35+1.9% | Added |
| Provence Wealth Management Group | 1,833 | $629.5K | 0.42% | +419+29.6% | Added |
| Affiance Financial, LLC | 1,835 | $630.2K | 0.33% | 00.0% | Unchanged |
| Theory Financial LLC | 1,836 | $630.5K | 0.38% | 00.0% | Unchanged |
| JGP Wealth Management, LLC | 1,837 | $630.9K | 0.11% | +12+0.7% | Added |
| Capstone Investment Advisors, LLC | 1,839 | $631.5K | 0.02% | +913+98.6% | Added |
| BTC Capital Management, Inc. | 1,841 | $632.2K | 0.07% | −80−4.2% | Reduced |
| Enterprise Financial Services Corp | 1,841 | $632.2K | 0.41% | −49−2.6% | Reduced |
| Stone Point Wealth LLC | 1,841 | $632.2K | 0.28% | −3−0.2% | Reduced |
| MSH Capital Advisors LLC | 1,842 | $632.6K | 0.27% | +100+5.7% | Added |
| Keel Point, LLC | 1,845 | $633.7K | 0.09% | −26−1.4% | Reduced |
| Sandy Cove Advisors, LLC | 1,851 | $635.7K | 0.46% | 00.0% | Unchanged |
| Camden National Bank | 1,854 | $636.7K | 0.13% | −21−1.1% | Reduced |
| Oarsman Capital, Inc. | 1,855 | $637.1K | 0.30% | 00.0% | Unchanged |
| Atomi Financial Group, Inc. | 1,858 | $638.0K | 0.36% | +1,858 | New |
| Manchester Capital Management LLC | 1,861 | $639.1K | 0.08% | −3−0.2% | Reduced |
| Greenwich Wealth Management LLC | 1,864 | $640.0K | 0.07% | −197−9.6% | Reduced |
| Founders Financial Securities LLC | 1,865 | $640.5K | 0.09% | +1,122+151.0% | Added |
| Wealth Alliance Advisory Group, LLC | 1,878 | $644.9K | 0.24% | +100+5.6% | Added |
| Somerset Group LLC | 1,878 | $644.9K | 0.56% | +1,878 | New |
| Chapin Davis, Inc. | 1,880 | $645.6K | 0.33% | −7,635−80.2% | Reduced |
| Avestar Capital, LLC | 1,883 | $646.7K | 0.13% | −31−1.6% | Reduced |
| Wulff, Hansen & Co. | 1,885 | $647.3K | 0.74% | +1,885 | New |
| Aire Advisors, LLC | 1,888 | $648.6K | 0.18% | +2+0.1% | Added |
| Compass Financial Advisors LLC | 1,898 | $651.8K | 0.83% | −238−11.1% | Reduced |
| Cannell Peter B & Co Inc | 1,905 | $654.2K | 0.02% | −95−4.8% | Reduced |
| New Jersey Better Educational Savings Trust | 1,908 | $655.2K | 1.77% | 00.0% | Unchanged |
| LVW Advisors, LLC | 1,911 | $656.4K | 0.13% | −35−1.8% | Reduced |
| Eagle Ridge Investment Management | 1,915 | $657.6K | 0.07% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 1,801 | $659.0K | 0.16% | 00.0% | Unchanged |
| YHB Investment Advisors, Inc. | 1,924 | $660.9K | 0.07% | +35+1.9% | Added |
| Cabot Wealth Management Inc | 1,925 | $661.0K | 0.10% | 00.0% | Unchanged |
| Brave Asset Management Inc | 1,925 | $661.1K | 0.21% | +99+5.4% | Added |
| Eudaimonia Advisors LLC | 1,926 | $661.4K | 0.45% | +11+0.6% | Added |
| Pettyjohn, Wood & White, Inc | 1,929 | $662.5K | 0.16% | 00.0% | Unchanged |
| Webster Bank, N. A. | 1,930 | $662.8K | 0.09% | 00.0% | Unchanged |
| American Trust | 1,932 | $663.5K | 0.05% | −1−0.1% | Reduced |
| Washburn Capital Management, Inc. | 1,933 | $663.8K | 0.57% | −415−17.7% | Reduced |
| Congress Park Capital LLC | 1,941 | $666.6K | 0.40% | 00.0% | Unchanged |