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
- 2,619
- +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
- 1,063 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 |
|---|---|---|---|---|---|
| Bank Hapoalim BM | 9,054 | $3.11M | 0.43% | −2,753−23.3% | Reduced |
| Forum Financial Management, LP | 9,046 | $3.11M | 0.09% | −55−0.6% | Reduced |
| Americana Partners, LLC | 9,023 | $3.10M | 0.49% | +1,355+17.7% | Added |
| First Hawaiian Bank | 9,022 | $3.10M | 0.10% | −755−7.7% | Reduced |
| Morgens Waterfall Vintiadis & Co Inc | 9,000 | $3.09M | 2.54% | −2,000−18.2% | Reduced |
| Centre Asset Management, LLC | 8,988 | $3.09M | 0.75% | +142+1.6% | Added |
| Keebeck Wealth Management, LLC | 8,983 | $3.08M | 0.50% | +858+10.6% | Added |
| Equitable Trust Co | 8,940 | $3.07M | 0.24% | +156+1.8% | Added |
| BCJ Capital Management, LLC | 8,872 | $3.05M | 0.28% | −23,559−72.6% | Reduced |
| Compass Wealth Management LLC | 8,825 | $3.03M | 0.96% | −261−2.9% | Reduced |
| Brown Shipley& Co Ltd | 8,815 | $3.03M | 1.95% | +8,815 | New |
| Everett Harris & Co | 8,680 | $2.98M | 0.05% | +40+0.5% | Added |
| Argus Investors' Counsel, Inc. | 8,679 | $2.98M | 2.26% | −56−0.6% | Reduced |
| Snider Financial Group | 8,659 | $2.97M | 1.59% | 00.0% | Unchanged |
| Oak Harvest Investment Services | 8,641 | $2.97M | 0.68% | −1,629−15.9% | Reduced |
| FRG Family Wealth Advisors LLC | 8,623 | $2.96M | 0.68% | 00.0% | Unchanged |
| Texas Yale Capital Corp. | 8,609 | $2.96M | 0.15% | 00.0% | Unchanged |
| Duff & Phelps Investment Management Co | 8,598 | $2.95M | 0.04% | +100+1.2% | Added |
| Brighton Jones LLC | 8,576 | $2.95M | 0.17% | +2,330+37.3% | Added |
| S&CO Inc | 8,530 | $2.93M | 0.25% | −115−1.3% | Reduced |
| Quantbot Technologies LP | 8,521 | $2.93M | 0.21% | +4,146+94.8% | Added |
| Woodstock Corp | 8,478 | $2.91M | 0.37% | +24+0.3% | Added |
| Connectus Wealth, LLC | 8,448 | $2.90M | 0.07% | −649−7.1% | Reduced |
| Douglass Winthrop Advisors, LLC | 8,447 | $2.90M | 0.08% | +150+1.8% | Added |
| West Oak Capital, LLC | 8,424 | $2.89M | 1.47% | +105+1.3% | Added |
| Moneta Group Investment Advisors LLC | 8,424 | $2.89M | 0.07% | +2,342+38.5% | Added |
| Western Wealth Management, LLC | 8,395 | $2.88M | 0.27% | +1,235+17.2% | Added |
| Zions Bancorporation, N.A. | 8,390 | $2.88M | 0.25% | +3,185+61.2% | Added |
| Ameritas Advisory Services, LLC | 7,962 | $2.86M | 0.14% | −1,281−13.9% | Reduced |
| Altfest L J & Co Inc | 8,313 | $2.85M | 0.45% | −24−0.3% | Reduced |
| Rothschild Investment Corp | 8,310 | $2.85M | 0.25% | −229−2.7% | Reduced |
| Signet Investment Advisory Group, Inc. | 8,310 | $2.85M | 1.97% | −151−1.8% | Reduced |
| MidWestOne Financial Group, Inc. | 8,305 | $2.85M | 0.64% | +2,656+47.0% | Added |
| Hodges Capital Management Inc. | 11,158 | $2.85M | 0.23% | +3,512+45.9% | Added |
| SageView Advisory Group, LLC | 8,270 | $2.84M | 0.18% | +303+3.8% | Added |
| Brooktree Capital Management | 8,253 | $2.83M | 2.21% | −661−7.4% | Reduced |
| DCF Advisers, LLC | 8,250 | $2.83M | 2.09% | 00.0% | Unchanged |
| Equitable Holdings, Inc. | 8,237 | $2.83M | 0.05% | +3,128+61.2% | Added |
| Biechele Royce Advisors | 8,226 | $2.82M | 1.05% | 00.0% | Unchanged |
| Investment Management of Virginia LLC | 8,207 | $2.82M | 0.54% | −290−3.4% | Reduced |
| Geneos Wealth Management Inc. | 8,148 | $2.80M | 0.17% | −818−9.1% | Reduced |
| Bridgeway Capital Management, LLC | 8,142 | $2.80M | 0.07% | −5,462−40.1% | Reduced |
| Apollon Wealth Management, LLC | 8,141 | $2.80M | 0.17% | +762+10.3% | Added |
| Jones Financial Companies LLLP | 8,128 | $2.79M | 0.00% | −236−2.8% | Reduced |
| Deltec Asset Management LLC | 8,100 | $2.78M | 0.69% | +8,100 | New |
| Alcosta Capital Management, Inc. | 8,087 | $2.78M | 2.66% | −216−2.6% | Reduced |
| Lynch & Associates | 8,057 | $2.77M | 0.73% | +230+2.9% | Added |
| Curbstone Financial Management Corp | 8,046 | $2.76M | 0.67% | −450−5.3% | Reduced |
| Chatham Capital Group, Inc. | 8,045 | $2.76M | 0.62% | +1,165+16.9% | Added |
| Pacific Global Investment Management CO | 8,042 | $2.76M | 0.60% | −397−4.7% | Reduced |
| Abner Herrman & Brock LLC | 8,030 | $2.76M | 0.42% | −3,733−31.7% | Reduced |
| RMB Capital Management, LLC | 8,025 | $2.76M | 0.10% | +142+1.8% | Added |
| Tocqueville Asset Management L.P. | 8,022 | $2.75M | 0.05% | +276+3.6% | Added |
| Marshall & Sullivan Inc | 8,000 | $2.75M | 1.66% | 00.0% | Unchanged |
| Northcape Wealth Management, LLC | 7,951 | $2.73M | 0.99% | +7,951 | New |
| XR Securities LLC | 7,932 | $2.72M | 3.86% | +6,790+594.6% | Added |
| First National Corp | 7,931 | $2.72M | 0.65% | −28−0.4% | Reduced |
| HighTower Trust Services, LTA | 8,627 | $2.72M | 0.27% | +68+0.8% | Added |
| Plimoth Trust Co LLC | 7,899 | $2.71M | 0.84% | −233−2.9% | Reduced |
| We Are One Seven, LLC | 7,891 | $2.71M | 0.17% | +1,064+15.6% | Added |
| Aldebaran Capital, LLC | 7,833 | $2.69M | 2.75% | −50−0.6% | Reduced |
| Schear Investment Advisers, LLC | 7,830 | $2.69M | 3.22% | +236+3.1% | Added |
| Parametrica Management Ltd | 7,827 | $2.69M | 4.85% | +627+8.7% | Added |
| Washington Trust Bank | 7,800 | $2.68M | 0.29% | 00.0% | Unchanged |
| NBT Bank N A | 7,796 | $2.68M | 0.39% | −207−2.6% | Reduced |
| Exencial Wealth Advisors, LLC | 7,786 | $2.67M | 0.14% | −539−6.5% | Reduced |
| Steel Peak Wealth Management LLC | 7,749 | $2.66M | 0.18% | +2,600+50.5% | Added |
| First Nebraska Trust Co | 7,736 | $2.66M | 0.33% | −7,639−49.7% | Reduced |
| Jeppson Wealth Management, LLC | 7,719 | $2.65M | 1.15% | −763−9.0% | Reduced |
| McKinley Carter Wealth Services, Inc. | 7,713 | $2.65M | 0.21% | −5,487−41.6% | Reduced |
| Merit Financial Group, LLC | 7,700 | $2.64M | 0.10% | +1,601+26.3% | Added |
| Linden Thomas Advisory Services, LLC | 7,696 | $2.64M | 0.66% | +557+7.8% | Added |
| Richwood Investment Advisors, LLC | 7,657 | $2.63M | 2.62% | −163−2.1% | Reduced |
| Crawford Investment Counsel Inc | 7,649 | $2.63M | 0.06% | +202+2.7% | Added |
| Avidian Wealth Solutions, LLC | 7,629 | $2.62M | 0.14% | −187−2.4% | Reduced |
| Fiduciary Group LLC | 7,626 | $2.62M | 0.34% | −50−0.7% | Reduced |
| Pitcairn Co | 7,601 | $2.61M | 0.24% | +480+6.7% | Added |
| Asset Dedication, LLC | 7,610 | $2.61M | 0.24% | +5,045+196.7% | Added |
| Mather Group, LLC. | 7,583 | $2.60M | 0.05% | +2,395+46.2% | Added |
| Bray Capital Advisors | 7,545 | $2.59M | 0.76% | 00.0% | Unchanged |
| Dynamic Advisor Solutions LLC | 7,516 | $2.58M | 0.15% | −628−7.7% | Reduced |
| Lake Street Financial LLC | 7,476 | $2.57M | 0.48% | +598+8.7% | Added |
| Old North State Trust, LLC | 7,459 | $2.56M | 1.77% | +141+1.9% | Added |
| Fiduciary Trust Co | 7,457 | $2.56M | 0.05% | +624+9.1% | Added |
| Mitchell McLeod Pugh & Williams Inc | 7,451 | $2.56M | 0.80% | −419−5.3% | Reduced |
| Norway Savings Bank | 7,427 | $2.55M | 1.29% | −170−2.2% | Reduced |
| TCI Wealth Advisors, Inc. | 7,405 | $2.54M | 0.33% | +182+2.5% | Added |
| BOS Asset Management, LLC | 7,404 | $2.54M | 2.12% | +56+0.8% | Added |
| Barometer Capital Management Inc. | 7,400 | $2.54M | 0.65% | −30,973−80.7% | Reduced |
| Trust Co of Vermont | 7,389 | $2.54M | 0.18% | −93−1.2% | Reduced |
| Simmons Bank | 7,374 | $2.53M | 0.22% | +2,365+47.2% | Added |
| Vision Capital Management, Inc. | 7,310 | $2.51M | 0.46% | −20−0.3% | Reduced |
| Mengis Capital Management, Inc. | 7,220 | $2.48M | 0.52% | +57+0.8% | Added |
| Meridian Wealth Advisors, LLC | 7,210 | $2.48M | 0.62% | +102+1.4% | Added |
| Boston Family Office LLC | 7,202 | $2.47M | 0.20% | −18−0.2% | Reduced |
| Level Four Advisory Services, LLC | 7,194 | $2.47M | 0.16% | −1,779−19.8% | Reduced |
| Lowe Brockenbrough & Co Inc | 7,178 | $2.47M | 0.20% | +188+2.7% | Added |
| Investment Partners, Ltd. | 7,163 | $2.46M | 1.29% | +9+0.1% | Added |
| Sawyer & Company, Inc | 6,674 | $2.45M | 1.32% | +6,674 | New |
| Sowell Financial Services LLC | 7,128 | $2.45M | 0.19% | +7,128 | New |