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 |
|---|---|---|---|---|---|
| Carl P. Sherr & Co., LLC | 5,893 | $2.76M | 1.81% | 00.0% | Unchanged |
| Endurance Wealth Management, Inc. | 5,914 | $2.77M | 0.38% | +3,000+103.0% | Added |
| Romano Brothers and Company | 5,941 | $2.79M | 0.42% | +65+1.1% | Added |
| StoneX Group Inc. | 5,942 | $2.79M | 0.29% | +286+5.1% | Added |
| Hamilton Point Investment Advisors, LLC | 5,945 | $2.79M | 0.67% | +805+15.7% | Added |
| NVWM, LLC | 5,947 | $2.79M | 0.91% | −513−7.9% | Reduced |
| Davis R M Inc | 5,969 | $2.80M | 0.07% | −12−0.2% | Reduced |
| Hudson Canyon Capital Management | 5,992 | $2.81M | 2.22% | −190−3.1% | Reduced |
| Appleton Partners Inc | 5,996 | $2.81M | 0.24% | −70−1.2% | Reduced |
| NorthCrest Asset Manangement, LLC | 6,014 | $2.82M | 0.11% | +2,031+51.0% | Added |
| First Business Financial Services, Inc. | 6,016 | $2.82M | 0.35% | +38+0.6% | Added |
| Oxler Private Wealth LLC | 6,028 | $2.83M | 1.35% | −22−0.4% | Reduced |
| Forum Private Client Group LLC | 6,032 | $2.83M | 1.62% | +916+17.9% | Added |
| Cullinan Associates Inc | 6,038 | $2.83M | 0.16% | −100−1.6% | Reduced |
| ZWJ Investment Counsel Inc | 6,058 | $2.84M | 0.15% | −150−2.4% | Reduced |
| Chicago Trust Co NA | 6,076 | $2.85M | 0.68% | −48−0.8% | Reduced |
| Allen Mooney & Barnes Investment Advisors LLC | 6,107 | $2.86M | 0.63% | +396+6.9% | Added |
| Draper Asset Management, LLC | 6,108 | $2.86M | 2.87% | +1,369+28.9% | Added |
| Affinity Capital Advisors, LLC | 6,116 | $2.87M | 0.78% | +58+1.0% | Added |
| Boston Common Asset Management, LLC | 6,138 | $2.88M | 0.06% | +6,138 | New |
| Alpha DNA Investment Management LLC | 6,145 | $2.88M | 1.63% | −230−3.6% | Reduced |
| EPG Wealth Management LLC | 6,154 | $2.89M | 0.85% | +136+2.3% | Added |
| Simplify Asset Management Inc. | 6,189 | $2.90M | 0.53% | +752+13.8% | Added |
| Mach-1 Financial Group, Inc. | 6,191 | $2.90M | 1.16% | +5,649+1,042.3% | Added |
| R.m.sincerbeaux Capital Management LLC | 6,200 | $2.91M | 1.99% | 00.0% | Unchanged |
| Compagnie Lombard Odier SCmA | 6,244 | $2.93M | 0.08% | +2,958+90.0% | Added |
| First Financial Bank - Trust Division | 6,263 | $2.94M | 0.31% | −49−0.8% | Reduced |
| Proficio Capital Partners LLC | 6,265 | $2.94M | 0.40% | +62+1.0% | Added |
| Beaumont Financial Advisors, LLC | 6,296 | $2.95M | 0.27% | +182+3.0% | Added |
| MidWestOne Financial Group, Inc. | 6,305 | $2.96M | 0.64% | −2,000−24.1% | Reduced |
| Wellington Shields Capital Management, LLC | 6,344 | $2.98M | 0.36% | −135−2.1% | Reduced |
| Grey Street Capital, LLC | 6,350 | $2.98M | 1.58% | +6,350 | New |
| Jackson Wealth Management, LLC | 6,352 | $2.98M | 0.44% | −166−2.5% | Reduced |
| Allen Investment Management LLC | 6,378 | $2.99M | 0.04% | 00.0% | Unchanged |
| LJI Wealth Management, LLC | 145,547 | $3.00M | 0.87% | +139,347+2,247.5% | Added |
| Canandaigua National Bank & Trust Co | 6,396 | $3.00M | 0.49% | −79−1.2% | Reduced |
| Schechter Investment Advisors, LLC | 6,423 | $3.01M | 0.27% | +398+6.6% | Added |
| Venture Visionary Partners LLC | 6,428 | $3.01M | 0.18% | +289+4.7% | Added |
| RSM US Wealth Management LLC | 6,434 | $3.02M | 0.10% | +123+1.9% | Added |
| Haverford Trust Co | 6,445 | $3.02M | 0.03% | +364+6.0% | Added |
| Armstrong Advisory Group, Inc | 6,453 | $3.03M | 0.32% | −106−1.6% | Reduced |
| Highview Capital Management LLC | 6,468 | $3.03M | 1.63% | +21+0.3% | Added |
| Humankind Investments LLC | 6,493 | $3.05M | 1.19% | +896+16.0% | Added |
| PKO Investment Management Joint-Stock Co | 6,500 | $3.05M | 0.37% | −2,700−29.3% | Reduced |
| Legato Capital Management LLC | 6,521 | $3.06M | 0.41% | 00.0% | Unchanged |
| KLCM Advisors, Inc. | 6,538 | $3.07M | 0.60% | +309+5.0% | Added |
| Global Wealth Management Investment Advisory, Inc. | 6,627 | $3.11M | 0.85% | +5,997+951.9% | Added |
| Summit Trail Advisors, LLC | 6,635 | $3.11M | 0.12% | +3,531+113.8% | Added |
| Van Hulzen Asset Management, LLC | 6,646 | $3.12M | 0.27% | +797+13.6% | Added |
| Freedom Day Solutions, LLC | 6,653 | $3.12M | 1.39% | −151−2.2% | Reduced |
| Waddell & Associates, LLC | 6,656 | $3.12M | 0.46% | +655+10.9% | Added |
| Aft, Forsyth & Company, Inc. | 6,675 | $3.13M | 2.22% | −170−2.5% | Reduced |
| Sawyer & Company, Inc | 6,685 | $3.13M | 1.43% | +11+0.2% | Added |
| Institute for Wealth Management, LLC. | 6,689 | $3.14M | 0.56% | −24−0.4% | Reduced |
| TownSquare Capital, LLC | 6,704 | $3.14M | 0.06% | +2,621+64.2% | Added |
| Ancora Advisors, LLC | 6,737 | $3.16M | 0.08% | +55+0.8% | Added |
| Oak Harvest Investment Services | 6,767 | $3.17M | 0.71% | −1,874−21.7% | Reduced |
| Marble Harbor Investment Counsel, LLC | 6,790 | $3.18M | 0.40% | −180−2.6% | Reduced |
| Harbour Investments, Inc. | 6,826 | $3.20M | 0.16% | +175+2.6% | Added |
| Pinnacle Bancorp, Inc. | 6,829 | $3.20M | 1.10% | −15−0.2% | Reduced |
| Strategy Asset Managers LLC | 6,838 | $3.21M | 0.71% | +39+0.6% | Added |
| Jump Financial, LLC | 6,870 | $3.22M | 0.12% | +4,270+164.2% | Added |
| Massmutual Trust Co FSB | 6,872 | $3.22M | 0.12% | +514+8.1% | Added |
| IAM Advisory, LLC | 6,907 | $3.24M | 1.10% | +86+1.3% | Added |
| Cutter & CO Brokerage, Inc. | 6,913 | $3.24M | 0.96% | −28−0.4% | Reduced |
| Cladis Investment Advisory, LLC | 6,917 | $3.24M | 2.82% | 00.0% | Unchanged |
| Redhawk Wealth Advisors, Inc. | 6,921 | $3.25M | 0.99% | +120+1.8% | Added |
| Vision Capital Management, Inc. | 6,962 | $3.27M | 0.56% | −348−4.8% | Reduced |
| Carnegie Capital Asset Management, LLC | 6,984 | $3.28M | 0.12% | +1,197+20.7% | Added |
| Graphene Investments SAS | 7,000 | $3.28M | 2.16% | −2,800−28.6% | Reduced |
| Wealth Alliance | 7,028 | $3.30M | 0.49% | +459+7.0% | Added |
| Lowe Brockenbrough & Co Inc | 7,036 | $3.30M | 0.25% | −142−2.0% | Reduced |
| Tower Bridge Advisors | 7,041 | $3.30M | 0.30% | +1,049+17.5% | Added |
| Fragasso Group Inc. | 7,071 | $3.32M | 0.35% | +6,445+1,029.6% | Added |
| Brandywine Oak Private Wealth LLC | 7,082 | $3.32M | 0.37% | +30.0% | Added |
| Foundations Investment Advisors, LLC | 7,091 | $3.33M | 0.11% | +2,470+53.5% | Added |
| Bank of Hawaii | 7,103 | $3.33M | 0.18% | +191+2.8% | Added |
| Legacy Private Trust Co. | 7,121 | $3.34M | 0.28% | −12,271−63.3% | Reduced |
| Cyndeo Wealth Partners, LLC | 7,155 | $3.36M | 0.35% | +1,250+21.2% | Added |
| Carret Asset Management, LLC | 7,157 | $3.36M | 0.45% | +40+0.6% | Added |
| Investment Partners, Ltd. | 7,170 | $3.36M | 1.75% | +7+0.1% | Added |
| Boston Family Office LLC | 7,202 | $3.38M | 0.26% | 00.0% | Unchanged |
| Meridian Wealth Advisors, LLC | 7,213 | $3.38M | 0.82% | +30.0% | Added |
| Mengis Capital Management, Inc. | 7,225 | $3.39M | 0.68% | +5+0.1% | Added |
| Mitchell McLeod Pugh & Williams Inc | 7,321 | $3.43M | 0.99% | −130−1.7% | Reduced |
| Prelude Capital Management, LLC | 7,328 | $3.44M | 0.29% | +4,428+152.7% | Added |
| Confluence Wealth Services, Inc. | 7,331 | $3.44M | 0.73% | +527+7.7% | Added |
| Trust Co of Vermont | 7,347 | $3.45M | 0.22% | −42−0.6% | Reduced |
| BOS Asset Management, LLC | 7,354 | $3.45M | 2.68% | −50−0.7% | Reduced |
| Old North State Trust, LLC | 7,372 | $3.46M | 2.55% | −87−1.2% | Reduced |
| Richwood Investment Advisors, LLC | 7,388 | $3.46M | 3.38% | −269−3.5% | Reduced |
| First National Corp | 7,394 | $3.47M | 0.82% | −537−6.8% | Reduced |
| Mission Wealth Management, LP | 7,416 | $3.48M | 0.13% | +312+4.4% | Added |
| Jeppson Wealth Management, LLC | 7,423 | $3.48M | 1.51% | −296−3.8% | Reduced |
| TCI Wealth Advisors, Inc. | 7,454 | $3.50M | 0.45% | +49+0.7% | Added |
| NBT Bank N A | 7,481 | $3.51M | 0.50% | −315−4.0% | Reduced |
| DCF Advisers, LLC | 7,500 | $3.52M | 2.43% | −750−9.1% | Reduced |
| Curbstone Financial Management Corp | 7,520 | $3.53M | 0.84% | −526−6.5% | Reduced |
| Simmons Bank | 7,524 | $3.53M | 0.30% | +150+2.0% | Added |
| Bray Capital Advisors | 7,545 | $3.54M | 1.06% | 00.0% | Unchanged |