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 |
|---|---|---|---|---|---|
| AMG National Trust Bank | 11,619 | $3.99M | 0.14% | +1,691+17.0% | Added |
| Boyd Watterson Asset Management LLC | 11,548 | $3.97M | 1.61% | +2,154+22.9% | Added |
| Quilter Plc | 3,978 | $3.95M | 0.27% | +333+9.1% | Added |
| Covenant Asset Management, LLC | 11,498 | $3.95M | 1.29% | +1,144+11.0% | Added |
| Fairfield Financial Advisors, LTD | 11,561 | $3.94M | 1.71% | +1,322+12.9% | Added |
| International Assets Investment Management, LLC | 11,457 | $3.93M | 0.57% | −35,793−75.8% | Reduced |
| Petredis Investment Advisors LLC | 11,437 | $3.93M | 0.61% | +121+1.1% | Added |
| Fulton Bank, N.A. | 11,422 | $3.92M | 0.21% | +219+2.0% | Added |
| Summit Financial Group Inc | 11,415 | $3.92M | 1.55% | −2,500−18.0% | Reduced |
| Perfromance Wealth Partners, LLC | 11,394 | $3.91M | 0.20% | +4,032+54.8% | Added |
| New England Asset Management Inc | 11,360 | $3.90M | 0.58% | −454−3.8% | Reduced |
| Nwam LLC | 11,338 | $3.89M | 0.39% | −162−1.4% | Reduced |
| Beck Capital Management, LLC | 11,324 | $3.89M | 1.65% | +193+1.7% | Added |
| Empire Financial Management Company, LLC | 11,318 | $3.89M | 1.58% | +11,318 | New |
| Ogorek Anthony Joseph | 11,242 | $3.86M | 1.58% | +249+2.3% | Added |
| Checchi Capital Advisers, LLC | 11,196 | $3.84M | 0.37% | +169+1.5% | Added |
| Chesapeake Asset Management LLC | 11,188 | $3.84M | 3.52% | +11,188 | New |
| Lake Street Advisors Group, LLC | 11,187 | $3.84M | 0.24% | +727+7.0% | Added |
| Bender Robert & Associates | 11,150 | $3.83M | 1.19% | +116+1.1% | Added |
| Aull & Monroe Investment Management Corp | 11,093 | $3.81M | 1.94% | 00.0% | Unchanged |
| Smithbridge Asset Management Inc | 11,079 | $3.81M | 0.95% | +81+0.7% | Added |
| Shepherd Financial Partners LLC | 11,037 | $3.79M | 0.63% | +50+0.5% | Added |
| MTM Investment Management, LLC | 11,023 | $3.79M | 1.94% | +10.0% | Added |
| TRUE Private Wealth Advisors | 11,018 | $3.78M | 0.56% | −811−6.9% | Reduced |
| Desjardins Global Asset Management Inc. | 11,004 | $3.78M | 0.48% | +2,026+22.6% | Added |
| Union Heritage Capital, LLC | 11,000 | $3.78M | 2.29% | 00.0% | Unchanged |
| Family Legacy, Inc. | 10,998 | $3.78M | 1.62% | +131+1.2% | Added |
| Old Second National Bank of Aurora | 10,977 | $3.77M | 1.10% | +8,726+387.6% | Added |
| Mutual Advisors, LLC | 10,920 | $3.75M | 0.15% | +1,081+11.0% | Added |
| Peachtree Investment Partners, LLC | 10,916 | $3.75M | 2.34% | −6,887−38.7% | Reduced |
| Traynor Capital Management, Inc. | 10,908 | $3.75M | 0.57% | +2,725+33.3% | Added |
| Cambridge Trust Co | 10,835 | $3.72M | 0.18% | −98−0.9% | Reduced |
| Montecito Bank & Trust | 10,829 | $3.72M | 0.89% | −429−3.8% | Reduced |
| Diversified Trust Co | 10,776 | $3.70M | 0.14% | +938+9.5% | Added |
| Bellevue Group AG | 10,764 | $3.70M | 0.05% | −291−2.6% | Reduced |
| Wahed Invest LLC | 10,746 | $3.69M | 1.60% | +10+0.1% | Added |
| Intrepid Financial Planning Group LLC | 10,684 | $3.67M | 1.85% | −65−0.6% | Reduced |
| Signet Financial Management, LLC | 10,653 | $3.66M | 0.62% | −10,105−48.7% | Reduced |
| Meeder Advisory Services, Inc. | 10,652 | $3.66M | 0.42% | −549−4.9% | Reduced |
| Wintrust Investments LLC | 10,642 | $3.65M | 0.47% | +2,094+24.5% | Added |
| Mayflower Financial Advisors, LLC | 10,577 | $3.63M | 0.48% | −710−6.3% | Reduced |
| Crew Capital Management, Ltd. | 10,517 | $3.61M | 5.19% | −17−0.2% | Reduced |
| Connable Office Inc | 10,473 | $3.60M | 0.52% | +4,130+65.1% | Added |
| Nilsine Partners, LLC | 10,466 | $3.59M | 0.56% | +10,466 | New |
| Roman Butler Fullerton & Co | 9,328 | $3.59M | 1.79% | −1,469−13.6% | Reduced |
| Prospera Financial Services Inc | 10,435 | $3.59M | 0.15% | +1,436+16.0% | Added |
| AlphaStar Capital Management, LLC | 10,436 | $3.58M | 0.30% | −3,173−23.3% | Reduced |
| Strategic Wealth Partners, Ltd. | 10,410 | $3.58M | 0.55% | +452+4.5% | Added |
| Edgestream Partners, L.P. | 10,400 | $3.57M | 0.39% | +4,988+92.2% | Added |
| Wade G W & Inc | 10,389 | $3.57M | 0.14% | −58−0.6% | Reduced |
| Resources Investment Advisors, LLC. | 10,389 | $3.57M | 0.08% | +117+1.1% | Added |
| Princeton Capital Management LLC | 10,387 | $3.57M | 1.53% | −744−6.7% | Reduced |
| Bailard, Inc. | 10,341 | $3.55M | 0.13% | −134−1.3% | Reduced |
| Belpointe Asset Management LLC | 10,327 | $3.55M | 0.19% | −405−3.8% | Reduced |
| Private Trust Co NA | 10,267 | $3.53M | 0.48% | +682+7.1% | Added |
| Great Diamond Partners, LLC | 10,246 | $3.52M | 1.02% | +913+9.8% | Added |
| De Burlo Group Inc | 10,180 | $3.50M | 0.68% | −44,650−81.4% | Reduced |
| American National Bank | 10,157 | $3.49M | 0.64% | +633+6.6% | Added |
| Ashton Thomas Private Wealth, LLC | 10,149 | $3.49M | 0.31% | +168+1.7% | Added |
| Bridges Investment Management Inc | 10,114 | $3.47M | 0.12% | −50−0.5% | Reduced |
| Cigna Investments Inc | 10,111 | $3.47M | 0.70% | −186−1.8% | Reduced |
| Optimas Capital Ltd | 10,106 | $3.47M | 2.91% | −15,007−59.8% | Reduced |
| Waters Parkerson & Co., LLC | 10,073 | $3.46M | 0.20% | 00.0% | Unchanged |
| Investors Asset Management of Georgia Inc | 10,034 | $3.45M | 1.84% | −419−4.0% | Reduced |
| Evergreen Capital Management LLC | 10,005 | $3.44M | 0.15% | +506+5.3% | Added |
| Clarkston Capital Partners, LLC | 10,000 | $3.43M | 0.06% | 00.0% | Unchanged |
| Lifeworks Advisors, LLC | 9,934 | $3.41M | 1.62% | +71+0.7% | Added |
| Advisory Alpha, LLC | 9,931 | $3.41M | 0.22% | +78+0.8% | Added |
| Morse Asset Management, Inc | 9,857 | $3.38M | 1.14% | +314+3.3% | Added |
| LMCG Investments, LLC | 9,844 | $3.38M | 0.23% | +3,346+51.5% | Added |
| Baldwin Investment Management, LLC | 9,820 | $3.37M | 0.60% | +1,998+25.5% | Added |
| Graphene Investments SAS | 9,800 | $3.37M | 2.25% | +800+8.9% | Added |
| Abn Amro Investment Solutions | 9,776 | $3.36M | 0.07% | +9,776 | New |
| Estabrook Capital Management | 9,690 | $3.33M | 0.58% | +100+1.0% | Added |
| Sustainable Insight Capital Management, LLC | 9,664 | $3.32M | 3.33% | −5,455−36.1% | Reduced |
| Enterprise Bank & Trust Co | 9,653 | $3.32M | 1.43% | −454−4.5% | Reduced |
| Hunter Associates Investment Management LLC | 9,646 | $3.31M | 0.71% | 00.0% | Unchanged |
| Fund Management at Engine No. 1 LLC | 9,565 | $3.28M | 0.66% | +883+10.2% | Added |
| Harbor Investment Advisory, LLC | 9,560 | $3.28M | 0.49% | +766+8.7% | Added |
| Wedmont Private Capital | 8,936 | $3.28M | 0.43% | −482−5.1% | Reduced |
| CAPROCK Group, Inc. | 9,510 | $3.27M | 0.25% | +727+8.3% | Added |
| Independent Financial Group, LLC | 9,501 | $3.26M | 0.26% | −153−1.6% | Reduced |
| Punch & Associates Investment Management, Inc. | 9,490 | $3.26M | 0.21% | −1,891−16.6% | Reduced |
| Twin Tree Management, LP | 9,394 | $3.23M | 0.09% | −87,750−90.3% | Reduced |
| Hantz Financial Services, Inc. | 9,383 | $3.22M | 0.09% | +2,302+32.5% | Added |
| Strong Tower Advisory Services | 9,379 | $3.22M | 1.70% | +9,379 | New |
| Quadrant Capital Group LLC | 9,271 | $3.18M | 0.33% | +499+5.7% | Added |
| North Star Investment Management Corp. | 9,268 | $3.18M | 0.26% | +835+9.9% | Added |
| Platte River Wealth Advisors, LLC | 9,255 | $3.18M | 1.22% | −150−1.6% | Reduced |
| Elgethun Capital Management | 9,166 | $3.18M | 1.01% | 00.0% | Unchanged |
| Thoroughbred Financial Services, LLC | 9,246 | $3.17M | 0.47% | +110+1.2% | Added |
| Reynders McVeigh Capital Management, LLC | 9,216 | $3.17M | 0.22% | −3,510−27.6% | Reduced |
| Kingfisher Capital LLC | 9,209 | $3.16M | 0.83% | +6,242+210.4% | Added |
| Van Leeuwen & Company, LLC | 9,202 | $3.16M | 2.12% | +1,312+16.6% | Added |
| PKO Investment Management Joint-Stock Co | 9,200 | $3.16M | 0.42% | +1,700+22.7% | Added |
| Smithfield Trust Co | 9,167 | $3.15M | 0.20% | −43−0.5% | Reduced |
| Herold Advisors, Inc. | 9,151 | $3.14M | 1.09% | −1,358−12.9% | Reduced |
| Abbrea Capital, LLC | 9,089 | $3.12M | 0.53% | −130−1.4% | Reduced |
| Trust Asset Management LLC | 9,069 | $3.11M | 0.35% | +89+1.0% | Added |
| Clarius Group, LLC | 9,061 | $3.11M | 0.26% | −825−8.3% | Reduced |