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 $942.7B 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 | $942.7B |
| Q1 2026 | 4,391 | $712.9B |
| Q4 2025 | 4,452 | $843.2B |
| Q3 2025 | 3,904 | $583.5B |
| Q2 2025 | 3,914 | $610.1B |
| Q1 2025 | 3,928 | $688.4B |
| Q4 2024 | 3,913 | $602.9B |
| Q3 2024 | 3,666 | $687.4B |
| Q2 2024 | 3,571 | $707.0B |
| Q1 2024 | 3,465 | $607.2B |
| Q4 2023 | 3,276 | $457.2B |
| Q3 2023 | 2,978 | $421.9B |
| Q2 2023 | 2,818 | $366.7B |
| Q1 2023 | 2,619 | $269.7B |
| Q4 2022 | 2,672 | $288.4B |
| Q3 2022 | 2,489 | $256.1B |
| Q2 2022 | 2,450 | $255.6B |
| Q1 2022 | 2,349 | $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 |
|---|---|---|---|---|---|
| Carret Asset Management, LLC | 7,117 | $2.44M | 0.34% | −50−0.7% | Reduced |
| Next Century Growth Investors LLC | 7,116 | $2.44M | 0.27% | +4,362+158.4% | Added |
| Mission Wealth Management, LP | 7,104 | $2.44M | 0.10% | −156−2.1% | Reduced |
| Brandywine Oak Private Wealth LLC | 7,079 | $2.43M | 0.28% | −66−0.9% | Reduced |
| U.S. Capital Wealth Advisors, LLC | 7,067 | $2.43M | 0.11% | +146+2.1% | Added |
| Marble Harbor Investment Counsel, LLC | 6,970 | $2.39M | 0.31% | −120−1.7% | Reduced |
| Qtron Investments LLC | 6,944 | $2.38M | 0.49% | −1,060−13.2% | Reduced |
| Cutter & CO Brokerage, Inc. | 6,941 | $2.38M | 0.74% | +6,110+735.3% | Added |
| V-Square Quantitative Management LLC | 6,921 | $2.38M | 2.19% | +6,921 | New |
| Cladis Investment Advisory, LLC | 6,917 | $2.38M | 2.13% | +30+0.4% | Added |
| Bank of Hawaii | 6,912 | $2.37M | 0.14% | −89−1.3% | Reduced |
| Handelsinvest Investeringsforvaltning | 6,894 | $2.37M | 0.38% | +136+2.0% | Added |
| Whittier Trust Co of Nevada Inc | 6,880 | $2.36M | 0.09% | +172+2.6% | Added |
| Aft, Forsyth & Company, Inc. | 6,845 | $2.35M | 1.82% | −17−0.2% | Reduced |
| Pinnacle Bancorp, Inc. | 6,844 | $2.35M | 0.86% | +193+2.9% | Added |
| IAM Advisory, LLC | 6,821 | $2.34M | 0.81% | −453−6.2% | Reduced |
| Confluence Wealth Services, Inc. | 6,804 | $2.34M | 0.54% | +478+7.6% | Added |
| Freedom Day Solutions, LLC | 6,804 | $2.34M | 1.10% | −70−1.0% | Reduced |
| Redhawk Wealth Advisors, Inc. | 6,801 | $2.34M | 0.79% | +84+1.3% | Added |
| Strategy Asset Managers LLC | 6,799 | $2.33M | 0.57% | +19+0.3% | Added |
| Sanders Morris Harris LLC | 6,790 | $2.33M | 0.81% | −3,200−32.0% | Reduced |
| KG&L Capital Management,LLC | 6,789 | $2.33M | 1.22% | +3,194+88.8% | Added |
| Householder Group Estate & Retirement Specialist, LLC | 6,774 | $2.33M | 0.89% | +6,774 | New |
| Harvest Fund Management Co., Ltd | 6,727 | $2.31M | 0.51% | −1,437−17.6% | Reduced |
| Institute for Wealth Management, LLC. | 6,713 | $2.31M | 0.45% | −201−2.9% | Reduced |
| Banco de Sabadell, S.A | 6,709 | $2.30M | 1.92% | +451+7.2% | Added |
| Ancora Advisors, LLC | 6,682 | $2.29M | 0.07% | −206−3.0% | Reduced |
| Radnor Capital Management, LLC | 6,681 | $2.29M | 0.60% | +2,039+43.9% | Added |
| CenterBook Partners LP | 6,662 | $2.29M | 0.32% | −1,117−14.4% | Reduced |
| Harbour Investments, Inc. | 6,651 | $2.28M | 0.12% | +112+1.7% | Added |
| Wealth Alliance | 6,569 | $2.26M | 0.37% | +450+7.4% | Added |
| Armstrong Advisory Group, Inc | 6,559 | $2.25M | 0.27% | −45−0.7% | Reduced |
| Legato Capital Management LLC | 6,521 | $2.24M | 0.41% | 00.0% | Unchanged |
| Jackson Wealth Management, LLC | 6,518 | $2.24M | 1.68% | −508−7.2% | Reduced |
| Northern Oak Wealth Management Inc | 6,480 | $2.23M | 0.27% | +1,788+38.1% | Added |
| Wellington Shields Capital Management, LLC | 6,479 | $2.23M | 0.27% | −518−7.4% | Reduced |
| Canandaigua National Bank & Trust Co | 6,475 | $2.22M | 0.37% | +6,475 | New |
| NVWM, LLC | 6,460 | $2.22M | 0.74% | +44+0.7% | Added |
| Bensler, LLC | 6,447 | $2.21M | 0.45% | +6,447 | New |
| Highview Capital Management LLC | 6,447 | $2.21M | 1.28% | −2,236−25.8% | Reduced |
| NEIRG Wealth Management, LLC | 6,403 | $2.20M | 0.38% | −26−0.4% | Reduced |
| InTrack Investment Management Inc | 6,200 | $2.20M | 2.01% | +6,200 | New |
| Capital Investment Advisory Services, LLC | 6,382 | $2.19M | 0.26% | −1,147−15.2% | Reduced |
| Allen Investment Management LLC | 6,378 | $2.19M | 0.04% | 00.0% | Unchanged |
| Alpha DNA Investment Management LLC | 6,375 | $2.19M | 1.12% | +1,648+34.9% | Added |
| Lumbard & Kellner, LLC | 5,519 | $2.19M | 1.10% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 6,358 | $2.18M | 0.08% | +191+3.1% | Added |
| Graham Capital Management, L.P. | 6,352 | $2.18M | 0.08% | +5,677+841.0% | Added |
| Smith, Moore & Co. | 6,321 | $2.17M | 0.30% | +928+17.2% | Added |
| First Financial Bank - Trust Division | 6,312 | $2.17M | 0.23% | −288−4.4% | Reduced |
| RSM US Wealth Management LLC | 6,311 | $2.17M | 0.08% | +4,433+236.0% | Added |
| Heartland Bank & Trust Co | 6,283 | $2.16M | 1.63% | −415−6.2% | Reduced |
| KLCM Advisors, Inc. | 6,229 | $2.14M | 0.42% | +90+1.5% | Added |
| ZWJ Investment Counsel Inc | 6,208 | $2.13M | 0.12% | +68+1.1% | Added |
| Proficio Capital Partners LLC | 6,203 | $2.13M | 0.34% | +3,075+98.3% | Added |
| LJI Wealth Management, LLC | 6,200 | $2.13M | 0.67% | +222+3.7% | Added |
| R.m.sincerbeaux Capital Management LLC | 6,200 | $2.13M | 1.48% | 00.0% | Unchanged |
| Andesa Financial Management Inc. | 11,154 | $2.13M | 1.11% | +5,375+93.0% | Added |
| Horizon Investments, LLC | 6,213 | $2.13M | 0.06% | −4,056−39.5% | Reduced |
| Conning Inc. | 6,195 | $2.13M | 0.07% | −97,570−94.0% | Reduced |
| Hudson Canyon Capital Management | 6,182 | $2.12M | 1.78% | −33−0.5% | Reduced |
| Venture Visionary Partners LLC | 6,139 | $2.11M | 0.13% | −127−2.0% | Reduced |
| Cullinan Associates Inc | 6,138 | $2.11M | 0.12% | −500−7.5% | Reduced |
| Chicago Trust Co NA | 6,124 | $2.10M | 0.53% | +21+0.3% | Added |
| Beaumont Financial Advisors, LLC | 6,114 | $2.10M | 0.21% | +30+0.5% | Added |
| Haverford Trust Co | 6,081 | $2.09M | 0.02% | −150−2.4% | Reduced |
| Appleton Partners Inc | 6,066 | $2.08M | 0.19% | −151−2.4% | Reduced |
| Affinity Capital Advisors, LLC | 6,058 | $2.08M | 0.65% | 00.0% | Unchanged |
| Oxler Private Wealth LLC | 6,050 | $2.08M | 1.03% | +24+0.4% | Added |
| Schechter Investment Advisors, LLC | 6,025 | $2.07M | 0.19% | +667+12.4% | Added |
| EPG Wealth Management LLC | 6,018 | $2.07M | 0.65% | +2,576+74.8% | Added |
| Waddell & Associates, LLC | 6,001 | $2.06M | 0.32% | −53−0.9% | Reduced |
| Valley National Advisers Inc | 5,375 | $2.06M | 0.36% | −197−3.5% | Reduced |
| Boston Financial Mangement LLC | 5,994 | $2.06M | 0.08% | −63−1.0% | Reduced |
| Tower Bridge Advisors | 5,992 | $2.06M | 0.17% | 00.0% | Unchanged |
| Davis R M Inc | 5,981 | $2.05M | 0.05% | −110−1.8% | Reduced |
| First Business Financial Services, Inc. | 5,978 | $2.05M | 0.26% | +103+1.8% | Added |
| Daymark Wealth Partners, LLC | 5,934 | $2.04M | 0.27% | +65+1.1% | Added |
| Northwest Bancshares, Inc. | 5,932 | $2.04M | 0.39% | −368−5.8% | Reduced |
| First Financial Corp | 5,908 | $2.03M | 1.26% | −646−9.9% | Reduced |
| Cubist Systematic Strategies, LLC | 5,907 | $2.03M | 0.02% | −40,805−87.4% | Reduced |
| Cyndeo Wealth Partners, LLC | 5,905 | $2.03M | 0.22% | +2,258+61.9% | Added |
| Carl P. Sherr & Co., LLC | 5,893 | $2.02M | 1.45% | 00.0% | Unchanged |
| Financial Advisory Service, Inc. | 5,891 | $2.02M | 0.22% | +3+0.1% | Added |
| Romano Brothers and Company | 5,876 | $2.02M | 0.31% | +1,456+32.9% | Added |
| Telos Capital Management, Inc. | 5,860 | $2.01M | 0.28% | −5−0.1% | Reduced |
| Community Bank, N.A. | 5,855 | $2.01M | 0.27% | −416−6.6% | Reduced |
| Van Hulzen Asset Management, LLC | 5,849 | $2.01M | 0.19% | +4,556+352.4% | Added |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 5,897 | $2.01M | 0.53% | −103−1.7% | Reduced |
| Hoylecohen, LLC | 5,833 | $2.00M | 0.19% | +14+0.2% | Added |
| Sym Financial Corp | 5,823 | $2.00M | 0.44% | 00.0% | Unchanged |
| Howland Capital Management LLC | 5,820 | $2.00M | 0.12% | −787−11.9% | Reduced |
| Eagle Rock Investment Company, LLC | 5,817 | $2.00M | 0.46% | −1,623−21.8% | Reduced |
| Verdence Capital Advisors LLC | 5,799 | $1.99M | 0.24% | +67+1.2% | Added |
| Brookfield Asset Management Inc. | 5,798 | $1.99M | 0.01% | −10,043−63.4% | Reduced |
| Carnegie Capital Asset Management, LLC | 5,787 | $1.99M | 0.08% | +3+0.1% | Added |
| Hurlow Wealth Management Group, Inc. | 5,778 | $1.98M | 0.92% | −7−0.1% | Reduced |
| Beacon Investment Advisory Services, Inc. | 5,750 | $1.97M | 0.10% | +2,167+60.5% | Added |
| Wolf Group Capital Advisors | 5,744 | $1.97M | 0.98% | −723−11.2% | Reduced |
| Welch Group, LLC | 5,725 | $1.97M | 0.11% | −144−2.5% | Reduced |