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 |
|---|---|---|---|---|---|
| United Capital Management of KS, Inc. | 4,894 | $2.30M | 0.73% | −290−5.6% | Reduced |
| Terra Nova Asset Management LLC | 4,895 | $2.30M | 2.09% | +564+13.0% | Added |
| Guardian Wealth Management, Inc. | 4,906 | $2.30M | 2.10% | +133+2.8% | Added |
| V-Square Quantitative Management LLC | 4,923 | $2.31M | 1.68% | −1,998−28.9% | Reduced |
| Pine Valley Investments Ltd Liability Co | 4,925 | $2.31M | 0.23% | +107+2.2% | Added |
| Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD | 4,967 | $2.31M | 0.48% | 00.0% | Unchanged |
| Ballast, Inc. | 4,947 | $2.32M | 0.89% | +38+0.8% | Added |
| Invesco, LLC | 4,956 | $2.32M | 1.14% | +4,956 | New |
| Resonant Capital Advisors, LLC | 4,970 | $2.33M | 0.25% | +182+3.8% | Added |
| Sentry LLC | 5,005 | $2.35M | 0.51% | 00.0% | Unchanged |
| Etesian Wealth Advisors, Inc. | 5,008 | $2.35M | 1.53% | −93−1.8% | Reduced |
| Somerville Kurt F | 5,016 | $2.35M | 0.45% | −165−3.2% | Reduced |
| Wealthsource Partners, LLC | 5,031 | $2.36M | 0.16% | −62−1.2% | Reduced |
| Capital Asset Advisory Services LLC | 5,250 | $2.36M | 0.17% | +261+5.2% | Added |
| Silvercrest Asset Management Group LLC | 5,034 | $2.36M | 0.02% | +703+16.2% | Added |
| Wolf Group Capital Advisors | 5,445 | $2.38M | 1.19% | −299−5.2% | Reduced |
| McKinley Capital Management LLC /Delaware | 5,073 | $2.38M | 0.32% | −46−0.9% | Reduced |
| StrategIQ Financial Group, LLC | 5,075 | $2.38M | 0.27% | +31+0.6% | Added |
| Advisors Capital Management, LLC | 5,077 | $2.38M | 0.06% | +368+7.8% | Added |
| Arete Wealth Advisors, LLC | 5,095 | $2.39M | 0.21% | +674+15.2% | Added |
| Peddock Capital Advisors, LLC | 5,097 | $2.39M | 0.79% | 00.0% | Unchanged |
| Meritage Portfolio Management | 5,100 | $2.39M | 0.17% | +50+1.0% | Added |
| Focus Financial Network, Inc. | 5,107 | $2.40M | 0.13% | +49+1.0% | Added |
| Penserra Capital Management LLC | 5,116 | $2.40M | 0.05% | +5,064+9,738.5% | Added |
| Community Bank, N.A. | 5,125 | $2.40M | 0.32% | −730−12.5% | Reduced |
| Grove Bank & Trust | 5,125 | $2.40M | 0.49% | −21−0.4% | Reduced |
| Stratos Wealth Advisors, LLC | 5,155 | $2.42M | 0.17% | +47+0.9% | Added |
| High Net Worth Advisory Group LLC | 5,159 | $2.42M | 0.94% | −98−1.9% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 5,170 | $2.42M | 0.16% | −358−6.5% | Reduced |
| Change Path, LLC | 5,169 | $2.42M | 0.11% | −336−6.1% | Reduced |
| Eagle Rock Investment Company, LLC | 5,427 | $2.43M | 0.52% | −390−6.7% | Reduced |
| Schulhoff & Co Inc | 5,175 | $2.43M | 1.13% | 00.0% | Unchanged |
| Legacy Wealth Asset Management, LLC | 5,175 | $2.43M | 0.85% | −139−2.6% | Reduced |
| Ameritas Advisory Services, LLC | 5,369 | $2.43M | 0.31% | −2,593−32.6% | Reduced |
| Burton Enright Welch | 5,184 | $2.43M | 0.76% | +55+1.1% | Added |
| Fort Sheridan Advisors LLC | 5,191 | $2.43M | 0.56% | +2,234+75.5% | Added |
| Magnus Financial Group LLC | 5,203 | $2.44M | 0.35% | +42+0.8% | Added |
| Financial Advocates Investment Management | 5,239 | $2.46M | 0.18% | +173+3.4% | Added |
| Ipswich Investment Management Co., Inc. | 5,242 | $2.46M | 0.65% | +195+3.9% | Added |
| Geneva Partners, LLC | 5,245 | $2.46M | 1.60% | +1,653+46.0% | Added |
| Probity Advisors, Inc. | 5,250 | $2.46M | 0.54% | +5,250 | New |
| Lindbrook Capital, LLC | 5,263 | $2.47M | 0.26% | +254+5.1% | Added |
| Phoenix Holdings Ltd. | 5,267 | $2.47M | 0.05% | +1,192+29.3% | Added |
| Financial Advisory Service, Inc. | 5,268 | $2.47M | 0.31% | −623−10.6% | Reduced |
| Moloney Securities Asset Management, LLC | 5,271 | $2.47M | 0.44% | +10.0% | Added |
| Flagship Harbor Advisors, LLC | 5,276 | $2.47M | 0.20% | +773+17.2% | Added |
| GHP Investment Advisors, Inc. | 4,686 | $2.48M | 0.14% | −322−6.4% | Reduced |
| Sentry Investment Management LLC | 5,279 | $2.48M | 0.94% | −286−5.1% | Reduced |
| Angeles Wealth Management, LLC | 5,298 | $2.48M | 0.34% | +2,847+116.2% | Added |
| Mechanics Bank Trust Department | 5,305 | $2.49M | 0.40% | +374+7.6% | Added |
| 9258 Wealth Management, LLC | 5,312 | $2.49M | 0.47% | +28+0.5% | Added |
| Legacy Bridge, LLC | 5,313 | $2.49M | 1.66% | +1,280+31.7% | Added |
| Clifford Swan Investment Counsel LLC | 5,314 | $2.49M | 0.10% | +585+12.4% | Added |
| Folger Nolan Fleming Douglas Capital Management, Inc | 5,316 | $2.49M | 0.27% | −6−0.1% | Reduced |
| Ifrah Financial Services, Inc. | 5,324 | $2.50M | 0.76% | −90−1.7% | Reduced |
| Aaron Wealth Advisors | 5,327 | $2.50M | 0.32% | +226+4.4% | Added |
| Ironwood Financial, llc | 5,330 | $2.50M | 0.66% | −200−3.6% | Reduced |
| Lumbard & Kellner, LLC | 5,519 | $2.51M | 1.40% | 00.0% | Unchanged |
| Banco de Sabadell, S.A | 5,365 | $2.51M | 2.02% | −1,344−20.0% | Reduced |
| Boston Financial Mangement LLC | 5,353 | $2.51M | 0.09% | −641−10.7% | Reduced |
| Belpointe Asset Management LLC | 5,375 | $2.52M | 0.27% | −4,952−48.0% | Reduced |
| Ropes Wealth Advisors LLC | 5,381 | $2.52M | 0.42% | +257+5.0% | Added |
| Suncoast Equity Management | 5,406 | $2.54M | 0.38% | +671+14.2% | Added |
| Valley National Advisers Inc | 5,406 | $2.54M | 0.43% | +31+0.6% | Added |
| Algert Global LLC | 5,433 | $2.55M | 0.11% | +274+5.3% | Added |
| Courier Capital LLC | 5,435 | $2.55M | 0.20% | +4,245+356.7% | Added |
| Horizon Kinetics Asset Management LLC | 5,437 | $2.55M | 0.06% | +5,437 | New |
| KG&L Capital Management,LLC | 5,444 | $2.55M | 1.22% | −1,345−19.8% | Reduced |
| Welch Group, LLC | 5,469 | $2.56M | 0.15% | −256−4.5% | Reduced |
| InTrack Investment Management Inc | 5,470 | $2.57M | 2.09% | −730−11.8% | Reduced |
| Van Strum & Towne Inc. | 5,475 | $2.57M | 1.06% | 00.0% | Unchanged |
| True North Advisors, LLC | 5,486 | $2.57M | 0.73% | +316+6.1% | Added |
| Hoylecohen, LLC | 5,495 | $2.58M | 0.23% | −338−5.8% | Reduced |
| Punch & Associates Investment Management, Inc. | 5,513 | $2.59M | 0.16% | −3,977−41.9% | Reduced |
| Heartland Bank & Trust Co | 5,517 | $2.59M | 2.02% | −766−12.2% | Reduced |
| Decatur Capital Management, Inc. | 5,530 | $2.59M | 1.77% | +5,530 | New |
| Marshall Financial Group LLC | 5,533 | $2.60M | 0.88% | −29−0.5% | Reduced |
| Sabal Trust CO | 5,549 | $2.60M | 0.17% | +262+5.0% | Added |
| InterOcean Capital Group, LLC | 5,569 | $2.61M | 0.08% | +137+2.5% | Added |
| David R. Rahn & Associates Inc. | 5,600 | $2.63M | 1.23% | 00.0% | Unchanged |
| Sym Financial Corp | 5,602 | $2.63M | 0.53% | −221−3.8% | Reduced |
| United Asset Strategies, Inc. | 5,614 | $2.63M | 0.33% | +1,751+45.3% | Added |
| First Citizens Financial Corp | 5,617 | $2.63M | 1.79% | +5,617 | New |
| Wealthcare Advisory Partners LLC | 5,621 | $2.64M | 0.12% | +10+0.2% | Added |
| Market Street Wealth Management Advisors LLC | 5,626 | $2.64M | 0.67% | +10.0% | Added |
| DFPG Investments, LLC | 5,831 | $2.64M | 0.24% | +399+7.3% | Added |
| Principle Wealth Partners LLC | 5,641 | $2.65M | 0.27% | +39+0.7% | Added |
| Parthenon LLC | 5,667 | $2.66M | 0.38% | 00.0% | Unchanged |
| JT Stratford LLC | 5,681 | $2.66M | 0.72% | +1,101+24.0% | Added |
| Kirr Marbach & Co LLC | 5,694 | $2.67M | 0.74% | 00.0% | Unchanged |
| Telos Capital Management, Inc. | 5,701 | $2.67M | 0.36% | −159−2.7% | Reduced |
| Consolidated Portfolio Review Corp | 5,710 | $2.68M | 0.64% | +4,796+524.7% | Added |
| Verdence Capital Advisors LLC | 5,715 | $2.68M | 0.31% | −84−1.4% | Reduced |
| NEIRG Wealth Management, LLC | 5,720 | $2.68M | 0.49% | −683−10.7% | Reduced |
| Bard Financial Services, Inc. | 5,750 | $2.70M | 0.21% | +100+1.8% | Added |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 5,757 | $2.70M | 0.65% | −140−2.4% | Reduced |
| Graypoint LLC | 5,765 | $2.70M | 0.27% | +834+16.9% | Added |
| Hurlow Wealth Management Group, Inc. | 5,786 | $2.71M | 1.16% | +8+0.1% | Added |
| Northwest Bancshares, Inc. | 5,813 | $2.73M | 0.49% | −119−2.0% | Reduced |
| Howland Capital Management LLC | 5,825 | $2.73M | 0.16% | +5+0.1% | Added |