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 |
|---|---|---|---|---|---|
| Patriot Investment Management Inc. | 2,072 | $971.6K | 0.08% | −221−9.6% | Reduced |
| Bragg Financial Advisors, Inc | 2,076 | $973.6K | 0.05% | −22−1.0% | Reduced |
| BerganKDV Wealth Management, LLC | 2,081 | $975.9K | 0.10% | −53−2.5% | Reduced |
| Brady Family Wealth, LLC | 2,085 | $977.6K | 0.36% | +2+0.1% | Added |
| Birchcreek Wealth Management, LLC | 2,089 | $979.7K | 0.68% | +348+20.0% | Added |
| LexAurum Advisors, LLC | 2,094 | $982.1K | 0.30% | +409+24.3% | Added |
| Fruth Investment Management | 2,100 | $984.0K | 0.28% | −100−4.5% | Reduced |
| Shulman DeMeo Asset Management LLC | 2,098 | $984.1K | 0.29% | −111−5.0% | Reduced |
| Alta Advisers Ltd | 2,100 | $984.9K | 0.55% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 2,104 | $986.8K | 0.08% | +53+2.6% | Added |
| Atomi Financial Group, Inc. | 2,107 | $988.1K | 0.45% | +249+13.4% | Added |
| Diversified Portfolios, Inc. | 2,108 | $988.6K | 0.20% | −535−20.2% | Reduced |
| WoodTrust Financial Corp | 2,112 | $990.0K | 0.18% | 00.0% | Unchanged |
| Adell Harriman & Carpenter Inc | 2,150 | $992.1K | 0.10% | +1,443+204.1% | Added |
| La Financiere de L'Echiquier | 2,120 | $994.2K | 0.05% | +2,120 | New |
| Alan B. Lancz & Associates, Inc. | 2,125 | $996.6K | 1.07% | 00.0% | Unchanged |
| Wealth Enhancement & Preservation of GA, LLC | 2,126 | $997.0K | 0.96% | +64+3.1% | Added |
| CenterStar Asset Management, LLC | 2,130 | $997.5K | 0.90% | +2,130 | New |
| Unionview, LLC | 2,131 | $999.5K | 0.91% | 00.0% | Unchanged |
| Sonora Investment Management Group, LLC | 2,133 | $1.00M | 0.08% | −118−5.2% | Reduced |
| Sage Rhino Capital LLC | 2,133 | $1.00M | 0.28% | −19−0.9% | Reduced |
| Scott & Selber, Inc. | 2,137 | $1.00M | 0.39% | +18+0.8% | Added |
| Canton Hathaway, LLC | 2,145 | $1.01M | 0.31% | 00.0% | Unchanged |
| Spears Abacus Advisors LLC | 2,146 | $1.01M | 0.08% | +189+9.7% | Added |
| Visionary Wealth Advisors | 2,146 | $1.01M | 0.08% | −105−4.7% | Reduced |
| Baxter Bros Inc | 2,148 | $1.01M | 0.15% | −82−3.7% | Reduced |
| Field & Main Bank | 2,149 | $1.01M | 0.56% | +400+22.9% | Added |
| Buckhead Capital Management LLC | 2,150 | $1.01M | 0.24% | −23−1.1% | Reduced |
| Sigma Investment Counselors Inc | 2,154 | $1.01M | 0.07% | −55−2.5% | Reduced |
| Mendel Money Management | 2,155 | $1.01M | 0.52% | −130−5.7% | Reduced |
| NFP Retirement, Inc. | 2,163 | $1.01M | 0.19% | +11+0.5% | Added |
| Provence Wealth Management Group | 2,163 | $1.01M | 0.60% | +330+18.0% | Added |
| CWA Asset Management Group, LLC | 2,165 | $1.02M | 0.07% | +556+34.6% | Added |
| Evoke Wealth, LLC | 2,173 | $1.02M | 0.04% | +507+30.4% | Added |
| Maven Securities LTD | 2,180 | $1.02M | 0.15% | +2,180 | New |
| SRS Capital Advisors, Inc. | 2,184 | $1.02M | 0.13% | +8+0.4% | Added |
| Trustco Bank Corp N Y | 2,188 | $1.03M | 1.10% | −5−0.2% | Reduced |
| Hixon Zuercher, LLC | 2,188 | $1.03M | 0.52% | 00.0% | Unchanged |
| Halbert Hargrove Global Advisors, LLC | 2,196 | $1.03M | 0.08% | −1,238−36.1% | Reduced |
| Merrion Investment Management Co, LLC | 2,200 | $1.03M | 0.87% | 00.0% | Unchanged |
| Marco Investment Management LLC | 2,203 | $1.03M | 0.11% | +12+0.5% | Added |
| Aveo Capital Partners, LLC | 2,206 | $1.03M | 0.13% | +148+7.2% | Added |
| Tempus Wealth Planning, LLC | 2,209 | $1.04M | 0.47% | +25+1.1% | Added |
| Cim Investment Mangement Inc | 2,209 | $1.04M | 0.35% | +212+10.6% | Added |
| Fort Washington Investment Advisors Inc | 2,211 | $1.04M | 0.01% | −152−6.4% | Reduced |
| Nadler Financial Group, Inc. | 2,212 | $1.04M | 0.15% | +197+9.8% | Added |
| Mechanics Financial Corp | 2,212 | $1.04M | 0.56% | +912+70.2% | Added |
| Vivaldi Capital Management, LLC | 2,213 | $1.04M | 0.32% | +13+0.6% | Added |
| MJP Associates Inc | 2,215 | $1.04M | 0.34% | +602+37.3% | Added |
| BBR Partners, LLC | 2,216 | $1.04M | 0.11% | +138+6.6% | Added |
| NCM Capital Management, LLC | 2,216 | $1.04M | 0.72% | −36−1.6% | Reduced |
| RB Capital Management, LLC | 2,220 | $1.04M | 0.32% | −55−2.4% | Reduced |
| Sandy Cove Advisors, LLC | 2,223 | $1.04M | 0.59% | +372+20.1% | Added |
| MV Capital Management, Inc. | 2,224 | $1.04M | 0.14% | +43+2.0% | Added |
| Regent Peak Wealth Advisors LLC | 2,227 | $1.04M | 0.30% | −10−0.4% | Reduced |
| Cedar Brook Financial Partners, LLC | 2,227 | $1.04M | 0.25% | +491+28.3% | Added |
| J. W. Coons Advisors, LLC | 2,234 | $1.05M | 0.29% | +20+0.9% | Added |
| Annex Advisory Services, LLC | 2,238 | $1.05M | 0.06% | −12−0.5% | Reduced |
| Armor Investment Advisors, LLC | 2,246 | $1.05M | 0.64% | +6+0.3% | Added |
| Camden Capital, LLC | 2,249 | $1.05M | 0.12% | −128−5.4% | Reduced |
| Truadvice, LLC | 2,030 | $1.06M | 0.39% | −68−3.2% | Reduced |
| Stockman Wealth Management, Inc. | 2,257 | $1.06M | 0.23% | −81−3.5% | Reduced |
| LGL Partners, LLC | 2,257 | $1.06M | 0.18% | 00.0% | Unchanged |
| Mitchell Sinkler & Starr | 2,259 | $1.06M | 0.30% | −254−10.1% | Reduced |
| Westover Capital Advisors, LLC | 2,260 | $1.06M | 0.37% | −10.0% | Reduced |
| Magnolia Capital Advisors LLC | 2,262 | $1.06M | 0.53% | +102+4.7% | Added |
| Amica Retiree Medical Trust | 2,263 | $1.06M | 1.18% | −392−14.8% | Reduced |
| Baker Avenue Asset Management, LP | 2,265 | $1.06M | 0.05% | +1,202+113.1% | Added |
| BlueCrest Capital Management Ltd | 2,267 | $1.06M | 0.14% | +2,267 | New |
| Jupiter Wealth Management LLC | 2,269 | $1.06M | 0.91% | +780+52.4% | Added |
| Facet Wealth, Inc. | 2,342 | $1.06M | 0.05% | +173+8.0% | Added |
| Gleason Group, Inc. | 2,278 | $1.07M | 0.28% | +5+0.2% | Added |
| Sheets Smith Wealth Management | 2,281 | $1.07M | 0.16% | −36−1.6% | Reduced |
| Kistler-Tiffany Companies, LLC | 2,283 | $1.07M | 0.17% | +315+16.0% | Added |
| Parkside Financial Bank & Trust | 2,284 | $1.07M | 0.25% | +56+2.5% | Added |
| Sunbelt Securities, Inc. | 2,286 | $1.07M | 0.15% | +2+0.1% | Added |
| Roundview Capital LLC | 2,287 | $1.07M | 0.10% | −80−3.4% | Reduced |
| Capital Insight Partners, LLC | 2,288 | $1.07M | 0.24% | −628−21.5% | Reduced |
| Collective Family Office LLC | 2,297 | $1.08M | 0.42% | −864−27.3% | Reduced |
| Fortress Wealth Group, LLC | 2,381 | $1.08M | 0.68% | −23−1.0% | Reduced |
| Wallace Capital Management Inc. | 2,306 | $1.08M | 0.17% | −200−8.0% | Reduced |
| Golden State Equity Partners | 2,306 | $1.08M | 0.30% | +18+0.8% | Added |
| Morris Financial Concepts, Inc. | 2,310 | $1.08M | 0.70% | 00.0% | Unchanged |
| Fort Point Capital Partners LLC | 2,311 | $1.08M | 0.16% | +55+2.4% | Added |
| Cavalier Investments, LLC | 2,313 | $1.08M | 0.39% | +2,313 | New |
| Sargent Investment Group, LLC | 2,314 | $1.09M | 0.26% | +152+7.0% | Added |
| Greatmark Investment Partners, Inc. | 2,327 | $1.09M | 0.18% | −180−7.2% | Reduced |
| Tributary Capital Management, LLC | 2,345 | $1.10M | 0.10% | −700−23.0% | Reduced |
| 3Chopt Investment Partners, LLC | 2,348 | $1.10M | 0.55% | 00.0% | Unchanged |
| ICA Group Wealth Management, LLC | 2,349 | $1.10M | 0.28% | −655−21.8% | Reduced |
| Liberty Capital Management, Inc. | 2,350 | $1.10M | 0.33% | 00.0% | Unchanged |
| Miramar Capital, LLC | 2,352 | $1.10M | 0.28% | −50−2.1% | Reduced |
| Prio Wealth Limited Partnership | 2,352 | $1.10M | 0.04% | +170+7.8% | Added |
| Riggs Asset Managment Co. Inc. | 2,360 | $1.11M | 0.39% | +2,181+1,218.4% | Added |
| Avestar Capital, LLC | 2,366 | $1.11M | 0.19% | +483+25.7% | Added |
| LCNB Corp | 2,376 | $1.11M | 0.48% | −550−18.8% | Reduced |
| Olistico Wealth, LLC | 2,382 | $1.12M | 0.96% | −444−15.7% | Reduced |
| SP Asset Management LLC | 2,390 | $1.12M | 0.13% | +23+1.0% | Added |
| Graybill Bartz & Assoc Ltd | 2,391 | $1.12M | 0.53% | −176−6.9% | Reduced |
| Intact Investment Management Inc. | 2,400 | $1.13M | 0.05% | +300+14.3% | Added |