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, Q2 2023
Institutional positions in Eli Lilly & Co as of Jun 30, 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
- 2,819
- +219 vs. Q1 2023
- Shares held
- 784.5M
- −56.0M (−6.7%) vs. Q1 2023
- Total value
- $366.7B
- +$97.1B (+36.0%) vs. Q1 2023
- New holders
- 296
- 1,075 more added
- Sold out
- 77
- 1,081 more reduced
20 institutions that held it in Q1 2023 haven't filed for Q2 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2023: 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, Q2 2023
Shares, value and share of portfolio for each institution holding Eli Lilly & Co; share changes are against Q1 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Thrive Wealth Management, LLC | 1,522 | $714.0K | 0.18% | +775+103.7% | Added |
| E Fund Management Co., Ltd. | 1,526 | $716.0K | 0.06% | −251−14.1% | Reduced |
| Community Trust & Investment Co | 1,527 | $716.1K | 0.06% | 00.0% | Unchanged |
| Alpha Family Trust | 1,530 | $717.5K | 0.50% | 00.0% | Unchanged |
| Cypress Wealth Services, LLC | 1,610 | $719.8K | 0.19% | 00.0% | Unchanged |
| Sky Investment Group LLC | 1,539 | $721.6K | 0.16% | −15−1.0% | Reduced |
| Continuum Advisory, LLC | 1,542 | $723.0K | 0.12% | −22−1.4% | Reduced |
| Athena Investment Management | 1,543 | $723.6K | 0.50% | −20−1.3% | Reduced |
| Nvest Financial, LLC | 1,544 | $724.0K | 0.63% | +1+0.1% | Added |
| Angeles Investment Advisors, LLC | 1,546 | $725.0K | 0.06% | +856+124.1% | Added |
| Cobblestone Capital Advisors LLC | 1,548 | $726.0K | 0.05% | −250−13.9% | Reduced |
| WR Wealth Planners, LLC | 1,552 | $727.7K | 0.28% | +652+72.4% | Added |
| Cherry Tree Wealth Management, LLC | 1,553 | $728.3K | 0.21% | +1,553 | New |
| BHK Investment Advisors, LLC | 1,554 | $728.8K | 0.31% | −209−11.9% | Reduced |
| Silver Oak Securities, Inc | 1,561 | $732.0K | 0.12% | +364+30.4% | Added |
| Sunflower Bank, N.A. | 1,561 | $732.1K | 0.17% | +22+1.4% | Added |
| Court Place Advisors, LLC | 1,563 | $733.0K | 0.26% | 00.0% | Unchanged |
| Aspen Grove Capital, LLC | 1,565 | $734.2K | 0.24% | +520+49.8% | Added |
| Paragon Capital Management Ltd | 1,565 | $734.4K | 0.16% | +1+0.1% | Added |
| Measured Wealth Private Client Group, LLC | 1,572 | $737.2K | 0.28% | −66−4.0% | Reduced |
| ORG Partners LLC | 1,588 | $740.9K | 0.12% | +1,588 | New |
| Jmac Enterprises LLC | 1,580 | $741.0K | 0.18% | 00.0% | Unchanged |
| Paragon Advisors, LLC | 1,586 | $743.0K | 0.24% | −2,410−60.3% | Reduced |
| Northern Financial Advisors Inc | 1,586 | $743.8K | 0.66% | +9+0.6% | Added |
| US Asset Management LLC | 1,589 | $745.0K | 0.79% | −61−3.7% | Reduced |
| Ontario Teachers Pension Plan Board | 1,591 | $746.1K | 0.01% | −1,439−47.5% | Reduced |
| Pacific Sage Partners, LLC | 1,591 | $746.1K | 0.22% | +22+1.4% | Added |
| Industrial Alliance Investment Management Inc. | 1,592 | $747.0K | 0.39% | −21,083−93.0% | Reduced |
| Forbes J M & Co LLP | 1,593 | $747.0K | 0.09% | 00.0% | Unchanged |
| Hartford Funds Management Co LLC | 1,595 | $747.9K | 0.08% | −25−1.5% | Reduced |
| Kellett Schaffner Wealth Advisors LLC | 1,598 | $749.4K | 0.68% | −70−4.2% | Reduced |
| Redwood Wealth Management Group, LLC | 1,598 | $749.7K | 0.83% | −62−3.7% | Reduced |
| Prescott Group Capital Management, L.L.C. | 1,600 | $750.0K | 0.16% | 00.0% | Unchanged |
| Cox Capital Mgt LLC | 1,600 | $750.4K | 0.55% | 00.0% | Unchanged |
| D'Orazio & Associates, Inc. | 1,603 | $752.0K | 0.18% | −604−27.4% | Reduced |
| NSI Retail Advisors, LLC | 1,607 | $754.0K | 0.13% | −1,000−38.4% | Reduced |
| Wealth Management Partners, LLC | 1,620 | $759.7K | 0.48% | 00.0% | Unchanged |
| Virtue Capital Management, LLC | 1,638 | $762.8K | 0.13% | +1,638 | New |
| Friedenthal Financial | 1,631 | $764.9K | 0.51% | +1,631 | New |
| Westbourne Investment Advisors, Inc. | 1,633 | $766.0K | 0.34% | 00.0% | Unchanged |
| Nicolet Bankshares Inc | 1,634 | $766.3K | 0.22% | −8−0.5% | Reduced |
| Solstein Capital, LLC | 1,634 | $766.3K | 0.64% | +74+4.7% | Added |
| Ten Capital Wealth Advisors, LLC | 1,639 | $768.0K | 0.22% | +360+28.1% | Added |
| One Capital Management, LLC | 1,639 | $768.7K | 0.03% | +79+5.1% | Added |
| Private Capital Management LLC | 1,642 | $770.1K | 0.22% | +83+5.3% | Added |
| CarsonAllaria Wealth Management, Ltd. | 1,648 | $773.1K | 0.61% | +4+0.2% | Added |
| Balboa Wealth Partners | 1,650 | $773.7K | 0.27% | −76−4.4% | Reduced |
| Brown Wealth Management, LLC | 1,652 | $774.8K | 0.40% | +1,652 | New |
| Clarus Group, Inc. | 1,652 | $774.8K | 0.57% | +52+3.3% | Added |
| Heritage Financial Services, LLC | 1,655 | $776.2K | 0.16% | −3−0.2% | Reduced |
| Knights of Columbus Asset Advisors LLC | 1,657 | $777.1K | 0.07% | −155−8.6% | Reduced |
| Stewart & Patten Co LLC | 1,660 | $778.5K | 0.13% | −550−24.9% | Reduced |
| Oak Harbor Wealth Partners, LLC | 1,661 | $779.0K | 0.27% | +59+3.7% | Added |
| HRT Financial LP | 1,662 | $779.0K | 0.01% | −324,175−99.5% | Reduced |
| FC Advisory LLC | 1,665 | $781.0K | 0.32% | 00.0% | Unchanged |
| XML Financial, LLC | 1,666 | $781.2K | 0.09% | −17−1.0% | Reduced |
| Knowledge Leaders Capital, LLC | 1,670 | $783.2K | 0.90% | −50−2.9% | Reduced |
| Gray Wealth Management Inc. | 1,672 | $784.3K | 0.39% | +295+21.4% | Added |
| Nations Financial Group Inc, | 1,673 | $784.8K | 0.08% | −36−2.1% | Reduced |
| Intercontinental Wealth Advisors, LLC | 1,675 | $785.5K | 0.19% | −91−5.2% | Reduced |
| Destination Wealth Management | 1,683 | $789.2K | 0.03% | +62+3.8% | Added |
| Cornerstone Advisory, LLC | 1,682 | $789.2K | 0.14% | +35+2.1% | Added |
| Ted Buchan & Co | 1,683 | $789.3K | 0.61% | −106−5.9% | Reduced |
| Goldstream Capital Management Ltd | 1,686 | $790.7K | 0.58% | +1,317+356.9% | Added |
| MSH Capital Advisors LLC | 1,692 | $793.5K | 0.29% | −150−8.1% | Reduced |
| Gsa Capital Partners LLP | 1,693 | $794.0K | 0.08% | +1,693 | New |
| Fortem Financial Group, LLC | 1,693 | $794.2K | 0.47% | −91−5.1% | Reduced |
| Canal Capital Management, LLC | 1,693 | $794.2K | 0.16% | +131+8.4% | Added |
| Silver Lake Advisory, LLC | 1,698 | $796.2K | 0.43% | +2+0.1% | Added |
| Citizens Business Bank | 1,701 | $797.7K | 0.18% | +927+119.8% | Added |
| DGS Capital Management, LLC | 1,702 | $798.2K | 0.40% | +180+11.8% | Added |
| St Germain D J Co Inc | 1,702 | $798.2K | 0.04% | +1,702 | New |
| Seascape Capital Management | 1,706 | $800.0K | 0.38% | +325+23.5% | Added |
| Renasant Bank | 1,716 | $804.8K | 0.66% | −946−35.5% | Reduced |
| Cahaba Wealth Management, Inc. | 1,716 | $804.8K | 0.09% | −98−5.4% | Reduced |
| Semus Wealth Partners LLC | 1,720 | $806.6K | 0.74% | +126+7.9% | Added |
| Vawter Financial, Ltd. | 1,724 | $808.5K | 0.70% | +1,724 | New |
| Heritage Trust Co | 1,728 | $810.4K | 0.12% | +1,728 | New |
| Intrua Financial, LLC | 1,736 | $814.3K | 0.15% | −179−9.3% | Reduced |
| True Link Financial Advisors, LLC | 1,739 | $815.6K | 0.10% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 1,741 | $816.6K | 0.12% | +282+19.3% | Added |
| Asahi Life Asset Management Co., Ltd. | 1,745 | $818.4K | 0.27% | +690+65.4% | Added |
| Cornerstone Wealth Management, LLC | 1,747 | $819.5K | 0.07% | −480−21.6% | Reduced |
| Texas Capital Bancshares Inc | 1,750 | $820.7K | 0.46% | +121+7.4% | Added |
| Heron Financial Group, LLC | 1,754 | $822.6K | 0.44% | −40−2.2% | Reduced |
| Drake & Associates, LLC | 1,756 | $823.7K | 0.37% | −24−1.3% | Reduced |
| Atlas Brown,Inc. | 1,760 | $825.4K | 0.36% | 00.0% | Unchanged |
| Moreno Evelyn V | 1,761 | $825.9K | 0.18% | −300−14.6% | Reduced |
| Eagle Ridge Investment Management | 1,765 | $827.8K | 0.09% | −150−7.8% | Reduced |
| Lazard Freres Gestion S.A.S. | 1,786 | $829.0K | 0.03% | 00.0% | Unchanged |
| Live Oak Private Wealth LLC | 1,769 | $829.6K | 0.17% | +68+4.0% | Added |
| Jacobson & Schmitt Advisors, LLC | 1,775 | $832.4K | 0.24% | 00.0% | Unchanged |
| LWM Advisory Services, LLC | 1,775 | $832.6K | 0.88% | 00.0% | Unchanged |
| Voya Financial Advisors, Inc. | 1,795 | $833.8K | 0.10% | +135+8.1% | Added |
| Omnia Family Wealth, LLC | 1,780 | $834.9K | 0.57% | +10+0.6% | Added |
| Legacy Advisors, LLC | 1,783 | $836.0K | 0.12% | +125+7.5% | Added |
| EagleClaw Capital Managment, LLC | 1,785 | $837.1K | 0.19% | −25−1.4% | Reduced |
| WESPAC Advisors, LLC | 1,787 | $838.1K | 0.67% | 00.0% | Unchanged |
| GFS Advisors, LLC | 1,789 | $839.0K | 0.19% | −355−16.6% | Reduced |
| New England Research & Management, Inc. | 1,795 | $842.0K | 0.49% | −1,000−35.8% | Reduced |