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 $942.7B 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 | $942.7B |
| Q1 2026 | 4,391 | $712.9B |
| Q4 2025 | 4,452 | $843.2B |
| Q3 2025 | 3,904 | $583.5B |
| Q2 2025 | 3,914 | $610.1B |
| Q1 2025 | 3,928 | $688.4B |
| Q4 2024 | 3,913 | $602.9B |
| Q3 2024 | 3,666 | $687.4B |
| Q2 2024 | 3,571 | $707.0B |
| Q1 2024 | 3,465 | $607.2B |
| Q4 2023 | 3,276 | $457.2B |
| Q3 2023 | 2,978 | $421.9B |
| Q2 2023 | 2,818 | $366.7B |
| Q1 2023 | 2,619 | $269.7B |
| Q4 2022 | 2,672 | $288.4B |
| Q3 2022 | 2,489 | $256.1B |
| Q2 2022 | 2,450 | $255.6B |
| Q1 2022 | 2,349 | $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 |
|---|---|---|---|---|---|
| Sippican Capital Advisors | 4,121 | $1.93M | 1.78% | −184−4.3% | Reduced |
| BCGM Wealth Management, LLC | 4,121 | $1.93M | 0.85% | +1,184+40.3% | Added |
| Kathmere Capital Management, LLC | 4,123 | $1.93M | 0.30% | +45+1.1% | Added |
| Csenge Advisory Group | 4,130 | $1.94M | 0.13% | +669+19.3% | Added |
| Tilt Investment Management Holdings, PBC | 4,132 | $1.94M | 1.28% | 00.0% | Unchanged |
| Consilium Wealth Advisory, LLC | 4,134 | $1.94M | 1.34% | +313+8.2% | Added |
| Peterson Wealth Management | 4,136 | $1.94M | 1.54% | +29+0.7% | Added |
| Symphony Financial, Ltd. Co. | 4,182 | $1.94M | 0.48% | −419−9.1% | Reduced |
| Pettinga Financial Advisors, LLC | 4,141 | $1.94M | 0.58% | +4,141 | New |
| Koshinski Asset Management, Inc. | 4,144 | $1.94M | 0.21% | −796−16.1% | Reduced |
| Woodward Diversified Capital, LLC | 4,149 | $1.95M | 1.47% | +17+0.4% | Added |
| TrimTabs Asset Management, LLC | 4,168 | $1.95M | 0.99% | −1,414−25.3% | Reduced |
| Beach Investment Counsel Inc | 4,170 | $1.96M | 0.23% | 00.0% | Unchanged |
| Murphy, Middleton, Hinkle & Parker, Inc. | 4,186 | $1.96M | 1.23% | +10.0% | Added |
| BFT Financial Group, LLC | 4,207 | $1.97M | 0.23% | +239+6.0% | Added |
| CRA Financial Services, LLC | 4,214 | $1.98M | 0.53% | −37−0.9% | Reduced |
| Centerpoint Advisors, LLC | 4,221 | $1.98M | 0.80% | −192−4.4% | Reduced |
| Philadelphia Trust Co | 4,225 | $1.98M | 0.19% | −315−6.9% | Reduced |
| Towerpoint Wealth, LLC | 4,239 | $1.99M | 1.12% | +22+0.5% | Added |
| B.O.S.S. Retirement Advisors, LLC | 4,241 | $1.99M | 0.42% | +3,657+626.2% | Added |
| Blackhawk Capital Partners LLC. | 4,259 | $2.00M | 1.39% | 00.0% | Unchanged |
| Kenfarb & Co. | 4,270 | $2.00M | 1.74% | −30−0.7% | Reduced |
| Capital Investment Advisory Services, LLC | 4,277 | $2.01M | 0.20% | −2,105−33.0% | Reduced |
| Baker Tilly Wealth Management, LLC | 4,281 | $2.01M | 0.21% | −250−5.5% | Reduced |
| Hills Bank & Trust Co | 4,285 | $2.01M | 0.26% | −348−7.5% | Reduced |
| Trellis Advisors, LLC | 4,295 | $2.01M | 0.90% | +5+0.1% | Added |
| Soleus Capital Management, L.P. | 4,300 | $2.02M | 0.22% | +4,300 | New |
| Deseret Mutual Benefit Administrators | 4,301 | $2.02M | 0.78% | +153+3.7% | Added |
| CMG Global Holdings, LLC | 4,307 | $2.02M | 1.65% | +142+3.4% | Added |
| Erste Asset Management GmbH | 4,348 | $2.02M | 0.04% | +885+25.6% | Added |
| Lattice Capital Management, LLC | 4,318 | $2.03M | 3.52% | 00.0% | Unchanged |
| Fidelis Capital Partners, LLC | 4,333 | $2.03M | 0.74% | +224+5.5% | Added |
| Copperwynd Financial, LLC | 4,339 | $2.03M | 0.95% | +4,339 | New |
| First National Advisers, LLC | 4,348 | $2.04M | 1.88% | −734−14.4% | Reduced |
| First Foundation Advisors | 4,353 | $2.04M | 0.09% | +782+21.9% | Added |
| RDA Financial Network | 4,363 | $2.05M | 0.86% | −147−3.3% | Reduced |
| Capital Square, LLC | 4,391 | $2.06M | 1.91% | −48−1.1% | Reduced |
| Close Asset Management Ltd | 4,403 | $2.06M | 0.10% | +1,597+56.9% | Added |
| Proequities, Inc. | 4,398 | $2.06M | 0.16% | +466+11.9% | Added |
| Rational Advisors LLC | 4,400 | $2.06M | 0.17% | −1,200−21.4% | Reduced |
| Accuvest Global Advisors | 4,400 | $2.06M | 1.06% | −1,200−21.4% | Reduced |
| Glen Eagle Advisors, LLC | 4,402 | $2.06M | 0.48% | +93+2.2% | Added |
| Dark Forest Capital Management LP | 4,421 | $2.07M | 0.21% | +3,881+718.7% | Added |
| Quent Capital, LLC | 4,423 | $2.07M | 0.32% | +48+1.1% | Added |
| Boston Research & Management Inc | 4,433 | $2.08M | 0.59% | 00.0% | Unchanged |
| Archford Capital Strategies, LLC | 4,528 | $2.08M | 0.39% | +132+3.0% | Added |
| Vectors Research Management, LLC | 4,440 | $2.08M | 0.59% | −26−0.6% | Reduced |
| Formidable Asset Management, LLC | 4,446 | $2.08M | 0.46% | −100−2.2% | Reduced |
| Forza Wealth Management, LLC | 4,450 | $2.09M | 1.05% | +150+3.5% | Added |
| Pinnacle West Asset Management, Inc. | 4,450 | $2.09M | 2.03% | −30−0.7% | Reduced |
| Guardian Wealth Advisors, LLC | 4,457 | $2.09M | 0.36% | +256+6.1% | Added |
| Carr Financial Group Corp | 4,470 | $2.10M | 0.84% | 00.0% | Unchanged |
| Valmark Advisers, Inc. | 4,470 | $2.10M | 0.04% | −157−3.4% | Reduced |
| Dana Investment Advisors, Inc. | 4,473 | $2.10M | 0.10% | +962+27.4% | Added |
| Benjamin F. Edwards & Company, Inc. | 4,480 | $2.10M | 0.08% | −35−0.8% | Reduced |
| First National Bank & Trust Co of Newtown | 4,484 | $2.10M | 0.45% | +525+13.3% | Added |
| Fukoku Mutual Life Insurance Co | 4,500 | $2.11M | 0.20% | −105−2.3% | Reduced |
| Northeast Financial Consultants Inc | 4,511 | $2.12M | 0.13% | −31,343−87.4% | Reduced |
| First Citizens Bank & Trust Co | 4,540 | $2.13M | 0.04% | +286+6.7% | Added |
| Northern Oak Wealth Management Inc | 4,554 | $2.14M | 0.25% | −1,926−29.7% | Reduced |
| Brooks, Moore & Associates, Inc. | 4,570 | $2.14M | 1.51% | −104−2.2% | Reduced |
| Vise Technologies, Inc. | 4,579 | $2.15M | 0.52% | +752+19.6% | Added |
| RFG Advisory, LLC | 4,580 | $2.15M | 0.10% | +313+7.3% | Added |
| Tradewinds, LLC. | 4,589 | $2.15M | 1.27% | +31+0.7% | Added |
| Cassaday & Co Wealth Management LLC | 4,600 | $2.16M | 0.09% | −186−3.9% | Reduced |
| Coastal Investment Advisors, Inc. | 4,601 | $2.16M | 0.47% | +268+6.2% | Added |
| HC Advisors, LLC | 4,604 | $2.16M | 1.25% | −109−2.3% | Reduced |
| Allworth Financial LP | 4,616 | $2.16M | 0.02% | +702+17.9% | Added |
| Woodmont Investment Counsel LLC | 4,616 | $2.16M | 0.22% | −415−8.2% | Reduced |
| Arden Trust Co | 4,618 | $2.17M | 0.36% | −91−1.9% | Reduced |
| First Dallas Securities Inc. | 4,625 | $2.17M | 1.21% | 00.0% | Unchanged |
| Thomasville National Bank | 4,625 | $2.17M | 0.21% | −50−1.1% | Reduced |
| Miracle Mile Advisors, LLC | 4,627 | $2.17M | 0.07% | −400−8.0% | Reduced |
| Stokes Family Office, LLC | 4,630 | $2.17M | 0.25% | −26−0.6% | Reduced |
| Becker Capital Management Inc | 4,636 | $2.17M | 0.08% | −23−0.5% | Reduced |
| Adirondack Trust Co | 4,791 | $2.18M | 1.02% | −291−5.7% | Reduced |
| West Family Investments, Inc. | 4,648 | $2.18M | 0.85% | +42+0.9% | Added |
| American Money Management, LLC | 4,652 | $2.18M | 0.54% | −16−0.3% | Reduced |
| Bellecapital International Ltd. | 4,654 | $2.18M | 0.53% | −305−6.2% | Reduced |
| RF&L Wealth Management, LLC | 4,674 | $2.19M | 2.00% | −370−7.3% | Reduced |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 4,678 | $2.19M | 0.02% | +530+12.8% | Added |
| Dearborn Partners LLC | 4,680 | $2.19M | 0.08% | +45+1.0% | Added |
| Hanlon Investment Management, Inc. | 4,684 | $2.20M | 0.64% | −141−2.9% | Reduced |
| PFG Advisors | 4,696 | $2.20M | 0.17% | +1,537+48.7% | Added |
| Chesapeake Wealth Management | 4,700 | $2.20M | 0.87% | −59−1.2% | Reduced |
| KRS Capital Management, LLC | 4,731 | $2.22M | 2.22% | +22+0.5% | Added |
| Wallington Asset Management, LLC | 4,749 | $2.23M | 0.40% | −399−7.8% | Reduced |
| Leavell Investment Management, Inc. | 4,748 | $2.23M | 0.15% | −104−2.1% | Reduced |
| Lokken Investment Group LLC | 4,764 | $2.23M | 1.46% | −153−3.1% | Reduced |
| Triangle Securities Wealth Management | 4,771 | $2.24M | 0.77% | −473−9.0% | Reduced |
| HBK Investments L P | 4,809 | $2.26M | 0.07% | +4,809 | New |
| Sweet Financial Partners, LLC | 4,838 | $2.27M | 0.59% | +633+15.1% | Added |
| Invst, LLC | 4,838 | $2.27M | 0.33% | +45+0.9% | Added |
| First Financial Corp | 4,839 | $2.27M | 1.45% | −1,069−18.1% | Reduced |
| Gilman Hill Asset Management, LLC | 4,846 | $2.27M | 0.42% | −450−8.5% | Reduced |
| Joel Isaacson & Co., LLC | 4,846 | $2.27M | 0.15% | +108+2.3% | Added |
| Wealthquest Corp | 4,858 | $2.28M | 0.27% | −18−0.4% | Reduced |
| WNY Asset Management, LLC | 4,864 | $2.28M | 0.49% | +10+0.2% | Added |
| German American Bancorp, Inc. | 4,873 | $2.29M | 0.32% | +10+0.2% | Added |
| PDS Planning, Inc | 4,892 | $2.29M | 0.29% | +261+5.6% | Added |