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 |
|---|---|---|---|---|---|
| Hedeker Wealth, LLC | 1,797 | $842.8K | 0.28% | −324−15.3% | Reduced |
| Aire Advisors, LLC | 1,797 | $843.1K | 0.22% | −91−4.8% | Reduced |
| First Western Trust Bank | 1,798 | $843.2K | 0.04% | −243−11.9% | Reduced |
| Journey Strategic Wealth LLC | 1,798 | $843.2K | 0.04% | −147−7.6% | Reduced |
| Fusion Capital, LLC | 1,799 | $843.5K | 0.47% | −21,764−92.4% | Reduced |
| LBMC Investment Advisors, LLC | 1,800 | $844.2K | 0.08% | 00.0% | Unchanged |
| Blue Chip Partners, Inc. | 1,803 | $845.4K | 0.10% | +38+2.2% | Added |
| Mill Capital Management, LLC | 1,803 | $845.6K | 0.08% | +134+8.0% | Added |
| Financial Enhancement Group LLC | 1,862 | $846.2K | 0.16% | 00.0% | Unchanged |
| Cognios Beta Neutral Large Cap Fund, LP | 1,809 | $848.4K | 0.98% | −432−19.3% | Reduced |
| Good Life Advisors, LLC | 1,810 | $848.6K | 0.10% | +109+6.4% | Added |
| Mosaic Family Wealth Partners, LLC | 1,813 | $850.2K | 0.17% | +81+4.7% | Added |
| Dividend Assets Capital, LLC | 1,814 | $851.0K | 0.18% | +223+14.0% | Added |
| Camden National Bank | 1,819 | $853.1K | 0.17% | −35−1.9% | Reduced |
| Winthrop Advisory Group LLC | 1,821 | $854.3K | 0.14% | +50+2.8% | Added |
| Eads & Heald Wealth Management | 1,823 | $855.0K | 0.42% | −548−23.1% | Reduced |
| Stonebridge Capital Advisors LLC | 1,823 | $855.1K | 0.09% | −195−9.7% | Reduced |
| L.M. Kohn & Company | 1,826 | $856.2K | 0.32% | +397+27.8% | Added |
| ARS Wealth Advisors Group, LLC | 1,828 | $857.3K | 0.14% | −375−17.0% | Reduced |
| Horizon Investment Services, LLC | 1,829 | $857.8K | 0.52% | 00.0% | Unchanged |
| Invenio Wealth Partners LLC | 1,829 | $857.8K | 0.97% | +1,829 | New |
| Cubic Asset Management, LLC | 1,830 | $858.2K | 0.23% | 00.0% | Unchanged |
| Stone Point Wealth LLC | 1,831 | $858.7K | 0.36% | −10−0.5% | Reduced |
| Occidental Asset Management, LLC | 1,833 | $859.6K | 0.19% | +250+15.8% | Added |
| Affiance Financial, LLC | 1,835 | $860.6K | 0.42% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 1,836 | $860.9K | 0.16% | +1,018+124.4% | Added |
| Theory Financial LLC | 1,836 | $861.0K | 0.50% | 00.0% | Unchanged |
| JGP Wealth Management, LLC | 1,837 | $861.5K | 0.14% | 00.0% | Unchanged |
| Dover Advisors, LLC | 1,841 | $863.4K | 0.77% | −336−15.4% | Reduced |
| BTC Capital Management, Inc. | 1,841 | $863.4K | 0.09% | 00.0% | Unchanged |
| Relyea Zuckerberg Hanson LLC | 1,841 | $863.4K | 0.19% | +346+23.1% | Added |
| Atticus Wealth Management, LLC | 1,842 | $863.9K | 0.32% | +32+1.8% | Added |
| Clearview Wealth Advisors LLC | 1,849 | $866.9K | 0.88% | +1,687+1,041.4% | Added |
| SYSTM Wealth Solutions LLC | 1,850 | $867.7K | 0.12% | +326+21.4% | Added |
| Essex LLC | 1,852 | $868.7K | 0.24% | 00.0% | Unchanged |
| Enterprise Financial Services Corp | 1,853 | $869.0K | 0.55% | +12+0.7% | Added |
| Oarsman Capital, Inc. | 1,855 | $870.0K | 0.38% | 00.0% | Unchanged |
| Connecticut Wealth Management, LLC | 1,857 | $870.9K | 0.06% | +445+31.5% | Added |
| Keystone Financial Group | 1,859 | $871.9K | 0.15% | +1,859 | New |
| Drive Wealth Management, LLC | 1,864 | $874.1K | 0.32% | +203+12.2% | Added |
| CM Wealth Advisors LLC | 1,911 | $876.2K | 0.29% | +1,911 | New |
| Washburn Capital Management, Inc. | 1,871 | $877.5K | 0.73% | −62−3.2% | Reduced |
| Simon Quick Advisors, LLC | 1,874 | $878.7K | 0.08% | +215+13.0% | Added |
| Somerset Group LLC | 1,878 | $880.7K | 0.74% | 00.0% | Unchanged |
| Wulff, Hansen & Co. | 1,885 | $884.0K | 0.99% | 00.0% | Unchanged |
| Chapin Davis, Inc. | 1,886 | $884.5K | 0.42% | +6+0.3% | Added |
| Abacus Planning Group, Inc. | 1,892 | $887.3K | 0.21% | +90+5.0% | Added |
| First National Bank of South Miami | 1,895 | $888.7K | 0.71% | −240−11.2% | Reduced |
| Lebenthal Global Advisors, LLC | 1,897 | $889.7K | 0.26% | −199−9.5% | Reduced |
| Puzo Michael J | 1,900 | $891.1K | 0.28% | −325−14.6% | Reduced |
| American Investment Services, Inc. | 1,908 | $894.8K | 0.18% | −242−11.3% | Reduced |
| New Jersey Better Educational Savings Trust | 1,908 | $894.8K | 2.11% | 00.0% | Unchanged |
| Greenwich Wealth Management LLC | 1,919 | $900.0K | 0.09% | +55+3.0% | Added |
| Brave Asset Management Inc | 1,925 | $902.8K | 0.26% | 00.0% | Unchanged |
| Cabot Wealth Management Inc | 1,925 | $903.0K | 0.13% | 00.0% | Unchanged |
| Kingswood Wealth Advisors, LLC | 1,926 | $903.3K | 0.29% | +1,926 | New |
| Eudaimonia Advisors LLC | 1,926 | $903.3K | 0.61% | 00.0% | Unchanged |
| Cannell Peter B & Co Inc | 1,930 | $905.1K | 0.03% | +25+1.3% | Added |
| Sather Financial Group Inc | 1,936 | $907.9K | 0.07% | −170−8.1% | Reduced |
| Rice Hall James & Associates, LLC | 1,940 | $909.8K | 0.05% | −50−2.5% | Reduced |
| LVW Advisors, LLC | 1,945 | $912.1K | 0.18% | +34+1.8% | Added |
| Ignite Planners, LLC | 2,023 | $914.6K | 0.35% | +871+75.6% | Added |
| Platform Technology Partners | 2,088 | $917.4K | 0.43% | +45+2.2% | Added |
| Clare Market Investments LLC | 1,975 | $926.1K | 0.35% | −73−3.6% | Reduced |
| Financial Architects, Inc | 1,975 | $926.2K | 0.14% | −387−16.4% | Reduced |
| CWS Financial Advisors, LLC | 1,976 | $926.6K | 0.35% | −100−4.8% | Reduced |
| Pettyjohn, Wood & White, Inc | 1,979 | $928.1K | 0.22% | +50+2.6% | Added |
| Gryphon Financial Partners LLC | 1,980 | $928.6K | 0.21% | −6−0.3% | Reduced |
| Keel Point, LLC | 1,981 | $929.2K | 0.12% | +136+7.4% | Added |
| Bristlecone Advisors, LLC | 1,989 | $932.8K | 0.09% | +29+1.5% | Added |
| Drexel Morgan & Co. | 2,000 | $938.0K | 0.24% | 00.0% | Unchanged |
| Clal Insurance Enterprises Holdings Ltd | 2,000 | $938.0K | 0.01% | −500−20.0% | Reduced |
| Advisory Research Inc | 2,001 | $938.4K | 0.12% | +2,001 | New |
| Tiemann Investment Advisors, LLC | 2,002 | $938.9K | 0.48% | +10+0.5% | Added |
| DRW Securities, LLC | 2,004 | $940.0K | 0.07% | −2,157−51.8% | Reduced |
| Strategic Investment Advisors | 2,005 | $940.1K | 0.13% | −201−9.1% | Reduced |
| Navalign, LLC | 2,012 | $943.6K | 0.38% | +5+0.2% | Added |
| Corundum Group, Inc. | 2,020 | $947.3K | 0.47% | −2,474−55.1% | Reduced |
| 44 Wealth Management LLC | 2,021 | $947.8K | 0.32% | +483+31.4% | Added |
| Fortitude Advisory Group L.L.C. | 2,025 | $949.9K | 0.70% | −246−10.8% | Reduced |
| Heritage Investment Group, Inc. | 2,026 | $950.0K | 0.26% | +26+1.3% | Added |
| Girard Partners Ltd. | 2,026 | $950.2K | 0.10% | −170−7.7% | Reduced |
| Eudaimonia Partners, LLC | 2,027 | $950.8K | 0.21% | +37+1.9% | Added |
| WealthBridge Capital Management, LLC | 2,027 | $950.8K | 0.38% | +489+31.8% | Added |
| Cito Capital Group, LLC | 2,030 | $952.0K | 0.44% | 00.0% | Unchanged |
| Bill Few Associates, Inc. | 2,034 | $953.9K | 0.49% | −100−4.7% | Reduced |
| Blueprint Investment Partners LLC | 2,038 | $955.8K | 0.34% | −178−8.0% | Reduced |
| RMR Wealth Builders | 2,040 | $956.6K | 0.16% | +867+73.9% | Added |
| HighMark Wealth Management LLC | 2,043 | $958.1K | 0.72% | 00.0% | Unchanged |
| Personal Cfo Solutions, LLC | 2,044 | $958.8K | 0.19% | −125−5.8% | Reduced |
| DMG Group, LLC | 2,046 | $959.5K | 0.96% | −101−4.7% | Reduced |
| Red Door Wealth Management, LLC | 2,046 | $959.6K | 0.21% | +1,402+217.7% | Added |
| Chilton Investment Co LLC | 2,047 | $960.0K | 0.03% | −420−17.0% | Reduced |
| Integrated Investment Consultants, LLC | 2,047 | $960.0K | 0.30% | −275−11.8% | Reduced |
| Kensington Investment Counsel, LLC | 2,050 | $961.4K | 0.61% | +2,050 | New |
| Virtus ETF Advisers LLC | 2,061 | $966.6K | 0.57% | −532−20.5% | Reduced |
| MPS Loria Financial Planners, LLC | 2,064 | $967.8K | 0.36% | +5+0.2% | Added |
| Brown, Lisle/Cummings, Inc. | 2,069 | $970.3K | 0.43% | +86+4.3% | Added |
| WealthPlan Investment Management, LLC | 2,070 | $970.8K | 0.29% | 00.0% | Unchanged |
| Wealthspan Partners, LLC | 2,070 | $971.0K | 0.77% | +10.0% | Added |