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 |
|---|---|---|---|---|---|
| Allen Mooney & Barnes Investment Advisors LLC | 5,711 | $1.96M | 0.47% | −220−3.7% | Reduced |
| Kirr Marbach & Co LLC | 5,694 | $1.96M | 0.61% | 00.0% | Unchanged |
| Parthenon LLC | 5,667 | $1.95M | 0.30% | −259−4.4% | Reduced |
| StoneX Group Inc. | 5,656 | $1.94M | 0.21% | −129−2.2% | Reduced |
| Bard Financial Services, Inc. | 5,650 | $1.94M | 0.16% | +125+2.3% | Added |
| Market Street Wealth Management Advisors LLC | 5,625 | $1.93M | 0.51% | −190−3.3% | Reduced |
| Wealthcare Advisory Partners LLC | 5,611 | $1.93M | 0.08% | +340+6.5% | Added |
| Principle Wealth Partners LLC | 5,602 | $1.92M | 0.21% | +2,205+64.9% | Added |
| David R. Rahn & Associates Inc. | 5,600 | $1.92M | 0.99% | −129−2.3% | Reduced |
| Rational Advisors LLC | 5,600 | $1.92M | 0.16% | +3,515+168.6% | Added |
| Accuvest Global Advisors | 5,600 | $1.92M | 0.87% | +5,600 | New |
| Humankind Investments LLC | 5,597 | $1.92M | 0.80% | +543+10.7% | Added |
| TrimTabs Asset Management, LLC | 5,582 | $1.92M | 1.03% | −518−8.5% | Reduced |
| Sentry Investment Management LLC | 5,565 | $1.91M | 0.79% | +34+0.6% | Added |
| Marshall Financial Group LLC | 5,562 | $1.91M | 0.69% | −331−5.6% | Reduced |
| Ironwood Financial, llc | 5,530 | $1.90M | 0.53% | +41+0.7% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 5,528 | $1.90M | 0.13% | +457+9.0% | Added |
| Change Path, LLC | 5,505 | $1.89M | 0.09% | +326+6.3% | Added |
| Van Strum & Towne Inc. | 5,475 | $1.88M | 0.80% | 00.0% | Unchanged |
| Cumberland Partners Ltd | 5,453 | $1.87M | 0.18% | −14,050−72.0% | Reduced |
| Invst, LLC | 4,793 | $1.87M | 0.29% | +4,132+625.1% | Added |
| Simplify Asset Management Inc. | 5,437 | $1.87M | 0.33% | −2,215−28.9% | Reduced |
| InterOcean Capital Group, LLC | 5,432 | $1.87M | 0.06% | +403+8.0% | Added |
| DFPG Investments, LLC | 5,432 | $1.87M | 0.20% | +208+4.0% | Added |
| Ergoteles LLC | 5,425 | $1.86M | 0.07% | +621+12.9% | Added |
| Granite FO LLC | 4,700 | $1.86M | 1.15% | +4,700 | New |
| Ifrah Financial Services, Inc. | 5,414 | $1.86M | 0.59% | −125−2.3% | Reduced |
| Folger Nolan Fleming Douglas Capital Management, Inc | 5,322 | $1.83M | 0.21% | 00.0% | Unchanged |
| Donoghue Forlines LLC | 5,316 | $1.83M | 0.66% | +89+1.7% | Added |
| Legacy Wealth Asset Management, LLC | 5,314 | $1.82M | 0.66% | −55−1.0% | Reduced |
| LGT Fund Management Co Ltd. | 5,300 | $1.82M | 0.78% | −17,700−77.0% | Reduced |
| Gilman Hill Asset Management, LLC | 5,296 | $1.82M | 0.37% | −275−4.9% | Reduced |
| Sabal Trust CO | 5,287 | $1.82M | 0.13% | −125−2.3% | Reduced |
| 9258 Wealth Management, LLC | 5,284 | $1.81M | 0.37% | +261+5.2% | Added |
| Strategic Blueprint, LLC | 5,279 | $1.81M | 0.19% | +576+12.2% | Added |
| Moloney Securities Asset Management, LLC | 5,270 | $1.81M | 0.34% | +402+8.3% | Added |
| High Net Worth Advisory Group LLC | 5,257 | $1.81M | 0.74% | +21+0.4% | Added |
| Triangle Securities Wealth Management | 5,244 | $1.80M | 0.64% | −272−4.9% | Reduced |
| Hussman Strategic Advisors, Inc. | 5,200 | $1.79M | 0.28% | 00.0% | Unchanged |
| United Capital Management of KS, Inc. | 5,184 | $1.78M | 0.66% | −395−7.1% | Reduced |
| Pine Valley Investments Ltd Liability Co | 4,818 | $1.78M | 0.27% | +4,818 | New |
| Somerville Kurt F | 5,181 | $1.78M | 0.32% | −295−5.4% | Reduced |
| Schulhoff & Co Inc | 5,175 | $1.78M | 0.83% | 00.0% | Unchanged |
| True North Advisors, LLC | 5,170 | $1.78M | 0.53% | +670+14.9% | Added |
| Magnus Financial Group LLC | 5,161 | $1.77M | 0.27% | +299+6.1% | Added |
| Algert Global LLC | 5,159 | $1.77M | 0.08% | +700+15.7% | Added |
| Wallington Asset Management, LLC | 5,148 | $1.77M | 0.35% | +54+1.1% | Added |
| Eagle Asset Management Inc | 5,150 | $1.77M | 0.01% | +820+18.9% | Added |
| Grove Bank & Trust | 5,146 | $1.77M | 0.37% | −1,022−16.6% | Reduced |
| Hamilton Point Investment Advisors, LLC | 5,140 | $1.77M | 0.43% | +2,770+116.9% | Added |
| Burton Enright Welch | 5,129 | $1.76M | 0.67% | −470−8.4% | Reduced |
| Ropes Wealth Advisors LLC | 5,124 | $1.76M | 0.32% | +678+15.2% | Added |
| McKinley Capital Management LLC /Delaware | 5,119 | $1.76M | 0.23% | −182−3.4% | Reduced |
| Fidelis Capital Partners, LLC | 4,109 | $1.76M | 0.75% | +2,276+124.2% | Added |
| Forum Private Client Group LLC | 5,116 | $1.76M | 1.11% | +197+4.0% | Added |
| Stratos Wealth Advisors, LLC | 5,108 | $1.75M | 0.14% | −631−11.0% | Reduced |
| Etesian Wealth Advisors, Inc. | 5,101 | $1.75M | 1.17% | −74−1.4% | Reduced |
| Aaron Wealth Advisors | 5,101 | $1.75M | 0.24% | −7,338−59.0% | Reduced |
| Pinkerton Retirement Specialists, LLC | 5,101 | $1.75M | 0.33% | +2,330+84.1% | Added |
| Peddock Capital Advisors, LLC | 5,097 | $1.75M | 0.61% | 00.0% | Unchanged |
| Wealthsource Partners, LLC | 5,093 | $1.75M | 0.12% | +5+0.1% | Added |
| Adirondack Trust Co | 5,082 | $1.75M | 0.88% | −12−0.2% | Reduced |
| First National Advisers, LLC | 5,082 | $1.75M | 1.98% | +393+8.4% | Added |
| Financial Advocates Investment Management | 5,066 | $1.74M | 0.13% | +524+11.5% | Added |
| Focus Financial Network, Inc. | 5,058 | $1.74M | 0.11% | +227+4.7% | Added |
| Meritage Portfolio Management | 5,050 | $1.73M | 0.13% | 00.0% | Unchanged |
| Ipswich Investment Management Co., Inc. | 5,047 | $1.73M | 0.47% | −26−0.5% | Reduced |
| StrategIQ Financial Group, LLC | 5,044 | $1.73M | 0.20% | +25+0.5% | Added |
| RF&L Wealth Management, LLC | 5,044 | $1.73M | 1.68% | −150−2.9% | Reduced |
| Woodmont Investment Counsel LLC | 5,031 | $1.73M | 0.19% | +310+6.6% | Added |
| Miracle Mile Advisors, LLC | 5,027 | $1.73M | 0.06% | +94+1.9% | Added |
| Lindbrook Capital, LLC | 5,009 | $1.72M | 0.20% | −171−3.3% | Reduced |
| GHP Investment Advisors, Inc. | 5,008 | $1.72M | 0.11% | +3,790+311.2% | Added |
| Sentry LLC | 5,005 | $1.72M | 0.40% | +5,005 | New |
| Capital Asset Advisory Services LLC | 4,989 | $1.71M | 0.13% | +372+8.1% | Added |
| Bellecapital International Ltd. | 4,959 | $1.70M | 0.42% | 00.0% | Unchanged |
| Koshinski Asset Management, Inc. | 4,940 | $1.70M | 0.17% | −107−2.1% | Reduced |
| Mechanics Bank Trust Department | 4,931 | $1.69M | 0.28% | −247−4.8% | Reduced |
| Graypoint LLC | 4,931 | $1.69M | 0.18% | +1,278+35.0% | Added |
| Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD | 4,967 | $1.69M | 0.39% | 00.0% | Unchanged |
| Lokken Investment Group LLC | 4,917 | $1.69M | 1.28% | −95−1.9% | Reduced |
| Ballast, Inc. | 4,909 | $1.69M | 0.69% | +113+2.4% | Added |
| West Chester Capital Advisors, Inc | 4,884 | $1.68M | 3.86% | −20.0% | Reduced |
| Stonnington Group, LLC | 4,465 | $1.68M | 0.44% | −3,001−40.2% | Reduced |
| Wealthquest Corp | 4,876 | $1.67M | 0.22% | 00.0% | Unchanged |
| German American Bancorp, Inc. | 4,863 | $1.67M | 0.25% | 00.0% | Unchanged |
| WNY Asset Management, LLC | 4,854 | $1.67M | 0.40% | 00.0% | Unchanged |
| Leavell Investment Management, Inc. | 4,852 | $1.67M | 0.12% | +5+0.1% | Added |
| Hanlon Investment Management, Inc. | 4,825 | $1.66M | 0.49% | +122+2.6% | Added |
| Resonant Capital Advisors, LLC | 4,788 | $1.64M | 0.19% | +35+0.7% | Added |
| Cassaday & Co Wealth Management LLC | 4,786 | $1.64M | 0.07% | +400+9.1% | Added |
| Guardian Wealth Management, Inc. | 4,773 | $1.64M | 1.58% | +354+8.0% | Added |
| Capital Square, LLC | 4,439 | $1.64M | 1.51% | −35−0.8% | Reduced |
| Chesapeake Wealth Management | 4,759 | $1.63M | 0.68% | −79−1.6% | Reduced |
| Unigestion Holding SA | 4,785 | $1.63M | 0.09% | −1,197−20.0% | Reduced |
| Draper Asset Management, LLC | 4,739 | $1.63M | 2.09% | +20.0% | Added |
| Joel Isaacson & Co., LLC | 4,738 | $1.63M | 0.12% | −80−1.7% | Reduced |
| Suncoast Equity Management | 4,735 | $1.63M | 0.27% | +175+3.8% | Added |
| Clifford Swan Investment Counsel LLC | 4,729 | $1.62M | 0.07% | −403−7.9% | Reduced |
| HC Advisors, LLC | 4,713 | $1.62M | 1.00% | +109+2.4% | Added |