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 |
|---|---|---|---|---|---|
| CSM Advisors, LLC | 2,412 | $1.13M | 0.09% | −1,050−30.3% | Reduced |
| Bell Bank | 2,414 | $1.13M | 0.12% | +403+20.0% | Added |
| Lyell Wealth Management, LP | 2,418 | $1.13M | 0.14% | −178−6.9% | Reduced |
| CVA Family Office, LLC | 2,418 | $1.13M | 0.24% | +88+3.8% | Added |
| Advisor OS, LLC | 2,420 | $1.13M | 0.19% | +1,332+122.4% | Added |
| Procyon Private Wealth Partners, LLC | 2,422 | $1.14M | 0.14% | +100+4.3% | Added |
| 626 Financial, LLC | 2,426 | $1.14M | 0.73% | −50−2.0% | Reduced |
| Private Portfolio Partners LLC | 2,435 | $1.14M | 0.29% | +130+5.6% | Added |
| Private Wealth Partners, LLC | 2,445 | $1.15M | 0.11% | −12−0.5% | Reduced |
| Retirement Planning Co of New England, Inc. | 2,450 | $1.15M | 0.66% | −258−9.5% | Reduced |
| PFG Investments, LLC | 2,457 | $1.15M | 0.21% | +155+6.7% | Added |
| Townsend Asset Management Corp | 2,458 | $1.15M | 0.55% | 00.0% | Unchanged |
| M&R Capital Management Inc | 2,460 | $1.15M | 0.30% | +10.0% | Added |
| Connective Portfolio Management, LLC | 2,500 | $1.15M | 2.86% | +2,500 | New |
| Range Financial Group LLC | 2,464 | $1.16M | 0.73% | −220−8.2% | Reduced |
| Redwood Investment Management, LLC | 2,466 | $1.16M | 0.12% | −643−20.7% | Reduced |
| Borer Denton & Associates, Inc. | 2,475 | $1.16M | 0.46% | 00.0% | Unchanged |
| Alpha Omega Wealth Management LLC | 2,479 | $1.16M | 0.20% | −177−6.7% | Reduced |
| Univest Financial Corp | 2,490 | $1.17M | 0.35% | 00.0% | Unchanged |
| Quadrant Private Wealth Management, LLC | 2,495 | $1.17M | 0.34% | +39+1.6% | Added |
| Accurate Wealth Management, LLC | 2,606 | $1.17M | 0.37% | +337+14.9% | Added |
| Wesleyan Assurance Society | 2,500 | $1.17M | 0.13% | 00.0% | Unchanged |
| David Loasby | 2,538 | $1.18M | 0.13% | +109+4.5% | Added |
| Peoples Bank | 2,524 | $1.18M | 0.72% | −5−0.2% | Reduced |
| Papp L Roy & Associates | 2,533 | $1.19M | 0.15% | −164−6.1% | Reduced |
| Corton Capital Inc. | 2,535 | $1.19M | 0.56% | +778+44.3% | Added |
| ABN AMRO Bank N.V. | 2,523 | $1.19M | 0.02% | −97−3.7% | Reduced |
| Arkadios Wealth Advisors | 2,540 | $1.19M | 0.14% | −339−11.8% | Reduced |
| Cape Cod Five Cents Savings Bank | 2,543 | $1.19M | 0.13% | 00.0% | Unchanged |
| Seelaus Asset Management LLC | 2,544 | $1.19M | 0.94% | −1,474−36.7% | Reduced |
| Park Place Capital Corp | 2,545 | $1.19M | 0.34% | −943−27.0% | Reduced |
| Motco | 2,546 | $1.19M | 0.08% | −16−0.6% | Reduced |
| First National Bank of Hutchinson | 2,549 | $1.20M | 0.87% | 00.0% | Unchanged |
| Frisch Financial Group, Inc. | 2,557 | $1.20M | 0.57% | −685−21.1% | Reduced |
| Cross Staff Investments Inc | 2,560 | $1.20M | 1.10% | −40−1.5% | Reduced |
| Bridge Creek Capital Management LLC | 2,575 | $1.21M | 0.43% | −25−1.0% | Reduced |
| Riverview Trust Co | 2,577 | $1.21M | 1.10% | 00.0% | Unchanged |
| Michael B. Yongue | 2,577 | $1.21M | 1.13% | 00.0% | Unchanged |
| West Michigan Advisors, LLC | 2,578 | $1.21M | 0.48% | −64−2.4% | Reduced |
| Robertson Stephens Wealth Management, LLC | 2,580 | $1.21M | 0.09% | −327−11.2% | Reduced |
| Marathon Capital Management | 2,590 | $1.21M | 0.30% | −106−3.9% | Reduced |
| Lane & Associates LLC | 2,592 | $1.22M | 0.97% | −7−0.3% | Reduced |
| Options Solutions, LLC | 2,600 | $1.22M | 1.20% | −400−13.3% | Reduced |
| Crown Wealth Group, LLC | 2,622 | $1.23M | 0.97% | −14−0.5% | Reduced |
| Avantax Planning Partners, Inc. | 2,622 | $1.23M | 0.05% | +67+2.6% | Added |
| Legacy Financial Advisors, Inc. | 2,632 | $1.23M | 0.23% | −88−3.2% | Reduced |
| Westside Investment Management, Inc. | 2,638 | $1.24M | 0.35% | 00.0% | Unchanged |
| Taurus Asset Management, LLC | 2,640 | $1.24M | 0.14% | 00.0% | Unchanged |
| Burt Wealth Advisors | 2,641 | $1.24M | 0.37% | −13−0.5% | Reduced |
| PSI Advisors, LLC | 2,642 | $1.24M | 0.54% | +53+2.0% | Added |
| BCJ Capital Management, LLC | 2,643 | $1.24M | 0.11% | −6,229−70.2% | Reduced |
| Carlson Capital Management | 2,649 | $1.24M | 0.08% | −992−27.2% | Reduced |
| Centaurus Financial, Inc. | 2,653 | $1.24M | 0.11% | −1,568−37.1% | Reduced |
| Thompson Siegel & Walmsley LLC | 2,655 | $1.25M | 0.02% | −204−7.1% | Reduced |
| Asio Capital, LLC | 2,656 | $1.25M | 0.31% | 00.0% | Unchanged |
| GraniteShares Advisors LLC | 2,667 | $1.25M | 1.13% | −284−9.6% | Reduced |
| Marcum Wealth, LLC | 2,667 | $1.25M | 0.15% | +61+2.3% | Added |
| American Trust | 2,675 | $1.25M | 0.09% | +743+38.5% | Added |
| Black Swift Group, LLC | 2,675 | $1.25M | 0.43% | +2,675 | New |
| Manchester Capital Management LLC | 2,678 | $1.26M | 0.17% | +817+43.9% | Added |
| BLB&B Advisors, LLC | 2,680 | $1.26M | 0.09% | −379−12.4% | Reduced |
| Insigneo Advisory Services, LLC | 2,685 | $1.26M | 0.24% | +95+3.7% | Added |
| Penobscot Investment Management Company, Inc. | 2,685 | $1.26M | 0.21% | +925+52.6% | Added |
| Galvin, Gaustad & Stein, LLC | 2,687 | $1.26M | 0.12% | −74−2.7% | Reduced |
| Gyroscope Capital Management Group, LLC | 2,700 | $1.27M | 0.29% | +1,100+68.8% | Added |
| Financial Management Professionals, Inc. | 2,706 | $1.27M | 0.21% | +52+2.0% | Added |
| Laidlaw Wealth Management LLC | 2,708 | $1.27M | 0.25% | −1,247−31.5% | Reduced |
| CFS Investment Advisory Services, LLC | 2,714 | $1.27M | 0.16% | +2,714 | New |
| Physicians Financial Services, Inc. | 2,718 | $1.27M | 0.50% | +50+1.9% | Added |
| SlateStone Wealth, LLC | 2,718 | $1.27M | 0.24% | +117+4.5% | Added |
| Clear Investment Research, LLC | 2,720 | $1.28M | 2.14% | +36+1.3% | Added |
| Garrison Asset Management, LLC | 2,723 | $1.28M | 0.77% | −106−3.7% | Reduced |
| Thomas Story & Son LLC | 2,730 | $1.28M | 0.58% | 00.0% | Unchanged |
| E&G Advisors, LP | 2,730 | $1.28M | 0.45% | 00.0% | Unchanged |
| MONECO Advisors, LLC | 2,733 | $1.28M | 0.35% | +82+3.1% | Added |
| Beverly Hills Private Wealth, LLC | 2,858 | $1.28M | 0.21% | +1,153+67.6% | Added |
| Ellevest, Inc. | 2,743 | $1.29M | 0.10% | +170+6.6% | Added |
| 180 Wealth Advisors, LLC | 2,790 | $1.29M | 0.28% | −51−1.8% | Reduced |
| Alta Wealth Advisors LLC | 2,749 | $1.29M | 0.76% | +36+1.3% | Added |
| Corundum Trust Company, INC | 2,752 | $1.29M | 3.53% | +2,752 | New |
| Breakwater Capital Group | 2,756 | $1.29M | 0.47% | +261+10.5% | Added |
| Berger Financial Group, Inc | 2,775 | $1.30M | 0.15% | −82−2.9% | Reduced |
| Monument Capital Management | 2,779 | $1.30M | 0.42% | +165+6.3% | Added |
| Marino, Stram & Associates LLC | 2,780 | $1.30M | 0.37% | 00.0% | Unchanged |
| Pioneer Trust Bank N A | 2,780 | $1.30M | 0.38% | +2,780 | New |
| Veracity Capital LLC | 2,784 | $1.31M | 0.56% | +378+15.7% | Added |
| Graves-Light Private Wealth Management, Inc. | 2,796 | $1.31M | 0.18% | +10.0% | Added |
| Union Savings Bank | 2,885 | $1.31M | 0.78% | +2,885 | New |
| BSW Wealth Partners | 2,796 | $1.31M | 0.27% | +40+1.5% | Added |
| Pegasus Asset Management, Inc. | 2,801 | $1.31M | 0.58% | 00.0% | Unchanged |
| Monumental Financial Group Inc. | 2,812 | $1.32M | 0.89% | −591−17.4% | Reduced |
| Donoghue Forlines LLC | 2,813 | $1.32M | 0.41% | −2,503−47.1% | Reduced |
| Mill Creek Capital Advisors, LLC | 2,824 | $1.32M | 0.04% | +305+12.1% | Added |
| Waterfront Wealth Inc. | 2,907 | $1.33M | 0.40% | +214+7.9% | Added |
| Mystic Asset Management, Inc. | 2,843 | $1.33M | 0.71% | −168−5.6% | Reduced |
| Benedetti & Gucer, Inc. | 2,844 | $1.33M | 0.69% | −70−2.4% | Reduced |
| Hudock, Inc. | 2,844 | $1.33M | 0.32% | +1,587+126.3% | Added |
| MCF Advisors LLC | 2,854 | $1.34M | 0.12% | +389+15.8% | Added |
| Fuller & Thaler Asset Management, Inc. | 2,854 | $1.34M | 0.01% | +699+32.4% | Added |
| Telemus Capital, LLC | 2,857 | $1.34M | 0.11% | +58+2.1% | Added |