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 |
|---|---|---|---|---|---|
| KRS Capital Management, LLC | 4,709 | $1.62M | 1.82% | +443+10.4% | Added |
| Advisors Capital Management, LLC | 4,709 | $1.62M | 0.04% | −362−7.1% | Reduced |
| Arden Trust Co | 4,709 | $1.62M | 0.29% | −336−6.7% | Reduced |
| Thomasville National Bank | 4,675 | $1.61M | 0.17% | +81+1.8% | Added |
| Brooks, Moore & Associates, Inc. | 4,674 | $1.60M | 1.15% | +11+0.2% | Added |
| American Money Management, LLC | 4,668 | $1.60M | 0.43% | −50−1.1% | Reduced |
| Becker Capital Management Inc | 4,659 | $1.60M | 0.06% | +1,210+35.1% | Added |
| Stokes Family Office, LLC | 4,656 | $1.60M | 0.20% | −153−3.2% | Reduced |
| Archford Capital Strategies, LLC | 4,396 | $1.59M | 0.33% | +475+12.1% | Added |
| Dearborn Partners LLC | 4,635 | $1.59M | 0.06% | +55+1.2% | Added |
| Hills Bank & Trust Co | 4,633 | $1.59M | 0.22% | −587−11.2% | Reduced |
| PDS Planning, Inc | 4,631 | $1.59M | 0.22% | +1,261+37.4% | Added |
| Paloma Partners Management Co | 4,628 | $1.59M | 0.35% | +4,171+912.7% | Added |
| Valmark Advisers, Inc. | 4,627 | $1.59M | 0.03% | −16−0.3% | Reduced |
| First Dallas Securities Inc. | 4,625 | $1.59M | 0.94% | +20.0% | Added |
| Foundations Investment Advisors, LLC | 4,621 | $1.59M | 0.06% | +1,173+34.0% | Added |
| Howard Capital Management Inc. | 4,616 | $1.59M | 0.27% | −2,423−34.4% | Reduced |
| West Family Investments, Inc. | 4,606 | $1.58M | 0.63% | −12−0.3% | Reduced |
| Fukoku Mutual Life Insurance Co | 4,605 | $1.58M | 0.14% | 00.0% | Unchanged |
| Formidable Asset Management, LLC | 4,546 | $1.58M | 0.33% | +125+2.8% | Added |
| Wealth Management Associates, Inc. | 4,584 | $1.57M | 0.97% | −63−1.4% | Reduced |
| JT Stratford LLC | 4,580 | $1.57M | 0.45% | −129−2.7% | Reduced |
| Symphony Financial, Ltd. Co. | 4,601 | $1.57M | 0.41% | +3,230+235.6% | Added |
| Tradewinds, LLC. | 4,558 | $1.57M | 0.95% | +4,558 | New |
| Philadelphia Trust Co | 4,540 | $1.56M | 0.16% | 00.0% | Unchanged |
| Baker Tilly Wealth Management, LLC | 4,531 | $1.56M | 0.17% | +1,490+49.0% | Added |
| Benjamin F. Edwards & Company, Inc. | 4,515 | $1.55M | 0.06% | +1,111+32.6% | Added |
| RDA Financial Network | 4,510 | $1.55M | 0.71% | +276+6.5% | Added |
| Flagship Harbor Advisors, LLC | 4,503 | $1.55M | 0.15% | +804+21.7% | Added |
| Comprehensive Financial Consultants Institutional, Inc. | 4,499 | $1.55M | 0.87% | −20−0.4% | Reduced |
| Corundum Group, Inc. | 4,494 | $1.54M | 0.73% | +2,320+106.7% | Added |
| Pinnacle West Asset Management, Inc. | 4,480 | $1.54M | 1.61% | +4,480 | New |
| Carr Financial Group Corp | 4,470 | $1.54M | 0.68% | −300−6.3% | Reduced |
| Vectors Research Management, LLC | 4,466 | $1.53M | 0.40% | −200−4.3% | Reduced |
| HNP Capital LLC | 4,466 | $1.53M | 0.43% | −200−4.3% | Reduced |
| Bank Pictet & Cie (Asia) Ltd | 4,456 | $1.53M | 0.52% | +277+6.6% | Added |
| Boston Research & Management Inc | 4,433 | $1.52M | 0.45% | 00.0% | Unchanged |
| Point72 Asset Management, L.P. | 4,425 | $1.52M | 0.01% | +4,425 | New |
| Arete Wealth Advisors, LLC | 4,421 | $1.52M | 0.12% | +628+16.6% | Added |
| Centerpoint Advisors, LLC | 4,413 | $1.52M | 0.66% | +318+7.8% | Added |
| NorthRock Partners, LLC | 4,396 | $1.51M | 0.16% | −786−15.2% | Reduced |
| Columbia Asset Management | 4,389 | $1.51M | 0.34% | 00.0% | Unchanged |
| Patton Fund Management, Inc. | 4,382 | $1.50M | 0.43% | −2,840−39.3% | Reduced |
| Quent Capital, LLC | 4,375 | $1.50M | 0.26% | +171+4.1% | Added |
| Buffington Mohr McNeal | 4,340 | $1.49M | 0.34% | +110+2.6% | Added |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 4,333 | $1.49M | 0.06% | −1,647−27.5% | Reduced |
| Coastal Investment Advisors, Inc. | 4,333 | $1.49M | 0.36% | −264−5.7% | Reduced |
| Silvercrest Asset Management Group LLC | 4,331 | $1.49M | 0.01% | +25+0.6% | Added |
| Terra Nova Asset Management LLC | 4,331 | $1.49M | 1.46% | +4,331 | New |
| Seelaus Asset Management LLC | 4,018 | $1.49M | 1.12% | +293+7.9% | Added |
| Lattice Capital Management, LLC | 4,318 | $1.48M | 1.97% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 4,309 | $1.48M | 0.37% | +865+25.1% | Added |
| Sippican Capital Advisors | 4,305 | $1.48M | 1.41% | −150−3.4% | Reduced |
| Forza Wealth Management, LLC | 4,300 | $1.48M | 0.76% | +2,141+99.2% | Added |
| Kenfarb & Co. | 4,300 | $1.48M | 1.32% | −100−2.3% | Reduced |
| Trellis Advisors, LLC | 4,290 | $1.47M | 0.71% | +1,762+69.7% | Added |
| Guardian Capital Advisors LP | 3,980 | $1.47M | 0.17% | +315+8.6% | Added |
| RFG Advisory, LLC | 4,267 | $1.47M | 0.07% | +49+1.2% | Added |
| Blackhawk Capital Partners LLC. | 4,259 | $1.46M | 1.07% | 00.0% | Unchanged |
| First Citizens Bank & Trust Co | 4,254 | $1.46M | 0.03% | −414−8.9% | Reduced |
| CRA Financial Services, LLC | 4,251 | $1.46M | 0.43% | +10.0% | Added |
| Exos TFP Holdings LLC | 4,242 | $1.46M | 0.37% | +2,211+108.9% | Added |
| AXS Investments LLC | 4,240 | $1.46M | 0.48% | +676+19.0% | Added |
| Vigilant Capital Management, LLC | 4,226 | $1.45M | 0.12% | +71+1.7% | Added |
| Centaurus Financial, Inc. | 4,221 | $1.45M | 0.12% | −599−12.4% | Reduced |
| Towerpoint Wealth, LLC | 4,217 | $1.45M | 0.83% | −3,523−45.5% | Reduced |
| Sweet Financial Partners, LLC | 4,205 | $1.44M | 0.40% | +1,060+33.7% | Added |
| Guardian Wealth Advisors, LLC | 4,201 | $1.44M | 0.25% | +285+7.3% | Added |
| HT Partners LLC | 4,195 | $1.44M | 0.43% | 00.0% | Unchanged |
| Murphy, Middleton, Hinkle & Parker, Inc. | 4,185 | $1.44M | 0.89% | +10.0% | Added |
| Beach Investment Counsel Inc | 4,170 | $1.43M | 0.19% | 00.0% | Unchanged |
| Ledyard National Bank | 4,166 | $1.43M | 0.16% | −134−3.1% | Reduced |
| CMG Global Holdings, LLC | 4,165 | $1.43M | 1.30% | +202+5.1% | Added |
| DRW Securities, LLC | 4,161 | $1.43M | 0.21% | +4,161 | New |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 4,148 | $1.42M | 0.02% | 00.0% | Unchanged |
| Deseret Mutual Benefit Administrators | 4,148 | $1.42M | 0.56% | −41−1.0% | Reduced |
| High Note Wealth, LLC | 4,137 | $1.42M | 0.59% | +101+2.5% | Added |
| Woodward Diversified Capital, LLC | 4,132 | $1.42M | 1.12% | −38−0.9% | Reduced |
| Argent Advisors, Inc. | 4,111 | $1.41M | 0.67% | −20−0.5% | Reduced |
| Peterson Wealth Management | 4,107 | $1.41M | 1.35% | +1,115+37.3% | Added |
| Larson Financial Group LLC | 4,082 | $1.40M | 0.15% | +99+2.5% | Added |
| TownSquare Capital, LLC | 4,083 | $1.40M | 0.03% | +1,795+78.5% | Added |
| Kathmere Capital Management, LLC | 4,078 | $1.40M | 0.23% | −508−11.1% | Reduced |
| United Bank | 4,075 | $1.40M | 0.82% | −1,150−22.0% | Reduced |
| Phoenix Holdings Ltd. | 4,075 | $1.40M | 0.03% | +2,067+102.9% | Added |
| Sage Mountain Advisors LLC | 4,057 | $1.39M | 0.22% | +2,393+143.8% | Added |
| Shilanski & Associates, Inc. | 3,841 | $1.39M | 0.63% | +87+2.3% | Added |
| Westwood Holdings Group Inc. | 4,040 | $1.39M | 0.01% | +148+3.8% | Added |
| Legacy Bridge, LLC | 4,033 | $1.39M | 0.97% | +50+1.3% | Added |
| Tilt Investment Management Holdings, PBC | 4,132 | $1.38M | 1.02% | +534+14.8% | Added |
| TAP Consulting, LLC | 4,024 | $1.38M | 0.34% | 00.0% | Unchanged |
| CFM Wealth Partners LLC | 4,003 | $1.37M | 0.38% | −33−0.8% | Reduced |
| Berkshire Asset Management LLC | 4,001 | $1.37M | 0.08% | +4,001 | New |
| Pictet North America Advisors SA | 4,000 | $1.37M | 0.22% | 00.0% | Unchanged |
| Smith, Salley & Associates | 3,997 | $1.37M | 0.11% | −77−1.9% | Reduced |
| Paragon Advisors, LLC | 3,996 | $1.37M | 0.46% | +1,413+54.7% | Added |
| Planned Solutions, Inc. | 3,988 | $1.37M | 0.87% | −652−14.1% | Reduced |
| NorthCrest Asset Manangement, LLC | 3,983 | $1.37M | 0.06% | +385+10.7% | Added |
| Cairn Investment Group, Inc. | 3,980 | $1.37M | 0.95% | −261−6.2% | Reduced |
| Bourne Lent Asset Management Inc | 3,976 | $1.37M | 0.52% | −50−1.2% | Reduced |