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
- 2,818
- +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
- 1,074 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 |
|---|---|---|---|---|---|
| Deroy & Devereaux Private Investment Counsel Inc | 3,401 | $1.59M | 0.11% | +1,198+54.4% | Added |
| Douglas Lane & Associates, LLC | 3,409 | $1.60M | 0.03% | −2−0.1% | Reduced |
| Eqis Capital Management, Inc. | 3,411 | $1.60M | 0.18% | +729+27.2% | Added |
| Central Bank & Trust Co | 3,415 | $1.60M | 0.27% | −78−2.2% | Reduced |
| Samalin Investment Counsel, LLC | 3,418 | $1.60M | 0.87% | +2+0.1% | Added |
| Warther Private Wealth, LLC | 3,418 | $1.60M | 1.09% | −165−4.6% | Reduced |
| Oakworth Capital, Inc. | 3,422 | $1.60M | 0.14% | −549−13.8% | Reduced |
| Concord Wealth Partners | 3,429 | $1.61M | 0.35% | +981+40.1% | Added |
| Red Spruce Capital, LLC | 3,434 | $1.61M | 0.87% | −33−1.0% | Reduced |
| DF Dent & Co Inc | 3,454 | $1.62M | 0.02% | −35−1.0% | Reduced |
| United Bank | 3,456 | $1.62M | 0.20% | 00.0% | Unchanged |
| Centiva Capital, LP | 3,463 | $1.62M | 0.08% | +3,463 | New |
| Naviter Wealth, LLC | 3,467 | $1.63M | 0.41% | +222+6.8% | Added |
| TCG Advisory Services, LLC | 3,471 | $1.63M | 0.28% | +106+3.2% | Added |
| Jackson, Grant Investment Advisers, Inc. | 3,472 | $1.63M | 0.76% | −235−6.3% | Reduced |
| River Street Advisors LLC | 3,483 | $1.63M | 1.56% | −117−3.3% | Reduced |
| Gotham Asset Management, LLC | 3,495 | $1.64M | 0.04% | −224−6.0% | Reduced |
| Hanson & Doremus Investment Management | 3,499 | $1.64M | 0.34% | −16−0.5% | Reduced |
| Golden Green, Inc. | 3,502 | $1.64M | 1.78% | +3,502 | New |
| Wealth Dimensions Group, Ltd. | 3,512 | $1.65M | 0.60% | +350+11.1% | Added |
| Country Club Bank | 3,555 | $1.65M | 0.13% | −25−0.7% | Reduced |
| ARGA Investment Management, LP | 3,527 | $1.65M | 0.06% | 00.0% | Unchanged |
| Parcion Private Wealth LLC | 3,530 | $1.66M | 0.17% | 00.0% | Unchanged |
| RPg Family Wealth Advisory, LLC | 3,536 | $1.66M | 0.66% | +3,536 | New |
| Bangor Savings Bank | 3,539 | $1.66M | 0.19% | −25−0.7% | Reduced |
| Aureus Asset Management, LLC | 3,549 | $1.66M | 0.12% | 00.0% | Unchanged |
| Powers Advisory Group, LLC | 3,549 | $1.66M | 1.10% | +3+0.1% | Added |
| Farther Finance Advisors, LLC | 3,551 | $1.67M | 0.36% | +2,819+385.1% | Added |
| Evermay Wealth Management LLC | 3,554 | $1.67M | 0.32% | −392−9.9% | Reduced |
| Buffington Mohr McNeal | 3,565 | $1.67M | 0.36% | −775−17.9% | Reduced |
| Burns J W & Co Inc | 3,576 | $1.68M | 0.27% | 00.0% | Unchanged |
| MRP Capital Investments, LLC | 3,578 | $1.68M | 1.64% | +3,578 | New |
| Blodgett Wealth Advisors, LLC | 3,584 | $1.68M | 1.75% | −283−7.3% | Reduced |
| Guardian Capital Advisors LP | 3,830 | $1.69M | 0.19% | −150−3.8% | Reduced |
| Vaughan David Investments LLC | 3,605 | $1.69M | 0.05% | +38+1.1% | Added |
| Means Investment Co., Inc. | 3,607 | $1.69M | 0.27% | +60+1.7% | Added |
| Fundamentun, LLC | 3,619 | $1.70M | 0.26% | +122+3.5% | Added |
| Berkshire Bank | 3,629 | $1.70M | 0.47% | −100−2.7% | Reduced |
| HF Advisory Group, LLC | 3,629 | $1.70M | 1.34% | +170+4.9% | Added |
| Pennsylvania Capital Management Inc | 3,633 | $1.70M | 0.73% | +7+0.2% | Added |
| Wealthspire Advisors, LLC | 3,634 | $1.70M | 0.03% | −104−2.8% | Reduced |
| Rehmann Capital Advisory Group | 3,640 | $1.71M | 0.15% | −156−4.1% | Reduced |
| Mount Yale Investment Advisors, LLC | 3,646 | $1.71M | 0.18% | −42−1.1% | Reduced |
| Boston Trust Walden Corp | 3,646 | $1.71M | 0.01% | +402+12.4% | Added |
| Taylor Frigon Capital Management LLC | 3,648 | $1.71M | 0.84% | −101−2.7% | Reduced |
| Linscomb & Williams, Inc. | 3,649 | $1.71M | 0.09% | −8−0.2% | Reduced |
| Keudell/Morrison Wealth Management | 3,663 | $1.72M | 0.50% | +90+2.5% | Added |
| VeraBank, N.A. | 3,677 | $1.72M | 0.66% | 00.0% | Unchanged |
| Perpetual Ltd | 3,687 | $1.73M | 0.01% | −171−4.4% | Reduced |
| Aries Wealth Management | 3,707 | $1.74M | 0.67% | +6+0.2% | Added |
| Catalyst Financial Partners LLC | 3,716 | $1.74M | 0.62% | +357+10.6% | Added |
| Johnson Financial Group, Inc. | 3,721 | $1.75M | 0.12% | +810+27.8% | Added |
| Imprint Wealth LLC | 3,559 | $1.75M | 1.10% | +305+9.4% | Added |
| Pinnacle Wealth Management Advisory Group, LLC | 3,736 | $1.75M | 0.22% | +238+6.8% | Added |
| AdvisorNet Financial, Inc | 3,746 | $1.76M | 0.15% | −118−3.1% | Reduced |
| Certified Advisory Corp | 3,759 | $1.76M | 0.32% | −47−1.2% | Reduced |
| Ti-Trust, Inc | 3,760 | $1.76M | 1.62% | 00.0% | Unchanged |
| City State Bank | 3,768 | $1.77M | 0.95% | −23−0.6% | Reduced |
| Pure Financial Advisors, Inc. | 3,768 | $1.77M | 0.07% | −11−0.3% | Reduced |
| Owen LaRue, LLC | 3,839 | $1.77M | 1.86% | +3,839 | New |
| ProVise Management Group, LLC | 3,781 | $1.77M | 0.16% | +2,458+185.8% | Added |
| Wealth Management Associates, Inc. | 3,806 | $1.78M | 1.01% | −778−17.0% | Reduced |
| CenterBook Partners LP | 3,808 | $1.79M | 0.22% | −2,854−42.8% | Reduced |
| Millennium Capital Advisors, LLC | 3,811 | $1.79M | 1.47% | −156−3.9% | Reduced |
| BDO Wealth Advisors, LLC | 3,832 | $1.80M | 0.21% | +207+5.7% | Added |
| Pinnacle Wealth Planning Services, Inc. | 3,834 | $1.80M | 0.29% | −44−1.1% | Reduced |
| Unigestion Holding SA | 3,872 | $1.80M | 0.10% | −913−19.1% | Reduced |
| High Note Wealth, LLC | 3,840 | $1.80M | 0.73% | −297−7.2% | Reduced |
| Fishman Jay A Ltd | 3,841 | $1.80M | 0.22% | +3,841 | New |
| Planned Solutions, Inc. | 3,843 | $1.80M | 1.07% | −145−3.6% | Reduced |
| Thompson Davis & Co., Inc. | 3,850 | $1.81M | 2.04% | +50+1.3% | Added |
| Archer Investment Corp | 3,870 | $1.82M | 0.65% | +82+2.2% | Added |
| Clean Yield Group | 3,890 | $1.82M | 0.75% | 00.0% | Unchanged |
| First Heartland Consultants, Inc. | 3,891 | $1.82M | 0.24% | +74+1.9% | Added |
| CastleKnight Management LP | 3,900 | $1.83M | 0.37% | +3,900 | New |
| Grimes & Company, Inc. | 3,907 | $1.83M | 0.06% | −13−0.3% | Reduced |
| Westwood Holdings Group Inc. | 3,909 | $1.83M | 0.02% | −131−3.2% | Reduced |
| Marietta Investment Partners LLC | 3,910 | $1.83M | 0.48% | 00.0% | Unchanged |
| United Bank | 3,916 | $1.84M | 1.05% | −159−3.9% | Reduced |
| Larson Financial Group LLC | 3,920 | $1.84M | 0.18% | −162−4.0% | Reduced |
| Bourne Lent Asset Management Inc | 3,926 | $1.84M | 0.64% | −50−1.3% | Reduced |
| Shilanski & Associates, Inc. | 3,938 | $1.85M | 0.75% | +97+2.5% | Added |
| CFM Wealth Partners LLC | 3,944 | $1.85M | 0.45% | −59−1.5% | Reduced |
| Ledyard National Bank | 3,956 | $1.86M | 0.20% | −210−5.0% | Reduced |
| Lakeview Capital Partners, LLC | 3,958 | $1.86M | 0.34% | +1,823+85.4% | Added |
| Sage Mountain Advisors LLC | 3,963 | $1.86M | 0.26% | −94−2.3% | Reduced |
| John G Ullman & Associates Inc | 3,968 | $1.86M | 0.29% | 00.0% | Unchanged |
| Vigilant Capital Management, LLC | 3,976 | $1.86M | 0.14% | −250−5.9% | Reduced |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 3,977 | $1.87M | 0.08% | −356−8.2% | Reduced |
| Cairn Investment Group, Inc. | 3,980 | $1.87M | 1.21% | 00.0% | Unchanged |
| Pictet North America Advisors SA | 4,000 | $1.88M | 0.26% | 00.0% | Unchanged |
| Meridian Wealth Management, LLC | 4,011 | $1.88M | 0.16% | +967+31.8% | Added |
| Comprehensive Financial Consultants Institutional, Inc. | 4,219 | $1.89M | 1.00% | −280−6.2% | Reduced |
| TAP Consulting, LLC | 4,024 | $1.89M | 0.46% | 00.0% | Unchanged |
| Argent Advisors, Inc. | 4,036 | $1.89M | 0.87% | −75−1.8% | Reduced |
| Hilltop Holdings Inc. | 4,044 | $1.90M | 0.23% | +375+10.2% | Added |
| NorthRock Partners, LLC | 4,055 | $1.90M | 0.21% | −341−7.8% | Reduced |
| Independence Bank of Kentucky | 4,055 | $1.90M | 0.77% | +860+26.9% | Added |
| Berkshire Asset Management LLC | 4,059 | $1.90M | 0.11% | +58+1.4% | Added |
| HT Partners LLC | 4,105 | $1.93M | 0.55% | −90−2.1% | Reduced |