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 |
|---|---|---|---|---|---|
| Clarius Group, LLC | 9,602 | $4.50M | 0.35% | +541+6.0% | Added |
| Quadrant Capital Group LLC | 9,618 | $4.51M | 0.45% | +347+3.7% | Added |
| TRUE Private Wealth Advisors | 9,618 | $4.51M | 0.67% | −1,400−12.7% | Reduced |
| Axxcess Wealth Management, LLC | 9,637 | $4.52M | 0.33% | −4,124−30.0% | Reduced |
| Hantz Financial Services, Inc. | 9,650 | $4.53M | 0.11% | +267+2.8% | Added |
| PEAK6 Investments LLC | 9,671 | $4.54M | 0.39% | −8,064−45.5% | Reduced |
| Washington Trust Bank | 9,682 | $4.54M | 0.46% | +1,882+24.1% | Added |
| Americana Partners, LLC | 9,723 | $4.56M | 0.59% | +700+7.8% | Added |
| Icon Wealth Partners, LLC | 9,725 | $4.56M | 0.48% | −2,386−19.7% | Reduced |
| AlphaStar Capital Management, LLC | 9,783 | $4.59M | 0.52% | −653−6.3% | Reduced |
| Brown Shipley& Co Ltd | 9,790 | $4.59M | 1.88% | +975+11.1% | Added |
| Geneos Wealth Management Inc. | 9,790 | $4.59M | 0.24% | +1,642+20.2% | Added |
| Blue Fin Capital, Inc. | 9,815 | $4.60M | 1.31% | +42+0.4% | Added |
| Daymark Wealth Partners, LLC | 9,899 | $4.64M | 0.34% | +3,965+66.8% | Added |
| Sanders Morris Harris LLC | 9,995 | $4.66M | 1.03% | +3,205+47.2% | Added |
| J.W. Cole Advisors, Inc. | 9,954 | $4.67M | 0.33% | −2,283−18.7% | Reduced |
| Advisory Alpha, LLC | 9,966 | $4.67M | 0.24% | +35+0.4% | Added |
| Quilter Plc | 4,720 | $4.68M | 0.19% | +742+18.7% | Added |
| Clarkston Capital Partners, LLC | 10,000 | $4.69M | 0.08% | 00.0% | Unchanged |
| Metavasi Capital LP | 10,000 | $4.69M | 3.31% | +10,000 | New |
| Avalon Global Asset Management LLC | 10,000 | $4.69M | 2.29% | +10,000 | New |
| Lifeworks Advisors, LLC | 10,001 | $4.69M | 2.00% | +67+0.7% | Added |
| Waters Parkerson & Co., LLC | 10,048 | $4.71M | 0.27% | −25−0.2% | Reduced |
| Chesapeake Asset Management LLC | 10,055 | $4.72M | 4.26% | −1,133−10.1% | Reduced |
| Bridges Investment Management Inc | 10,056 | $4.72M | 0.16% | −58−0.6% | Reduced |
| Summit Global Investments | 10,059 | $4.72M | 0.31% | +10,059 | New |
| Cigna Investments Inc | 10,089 | $4.73M | 0.88% | −22−0.2% | Reduced |
| Strategic Wealth Partners, Ltd. | 10,091 | $4.73M | 0.61% | −319−3.1% | Reduced |
| Hunter Associates Investment Management LLC | 10,100 | $4.74M | 0.93% | +454+4.7% | Added |
| CAPROCK Group, Inc. | 10,126 | $4.75M | 0.35% | +616+6.5% | Added |
| Sustainable Insight Capital Management, LLC | 10,228 | $4.80M | 4.45% | +564+5.8% | Added |
| Great Diamond Partners, LLC | 10,232 | $4.80M | 1.27% | −14−0.1% | Reduced |
| Keebeck Wealth Management, LLC | 10,257 | $4.81M | 0.66% | +1,274+14.2% | Added |
| Fund Management at Engine No. 1 LLC | 10,258 | $4.81M | 0.89% | +693+7.2% | Added |
| Private Trust Co NA | 10,271 | $4.82M | 0.61% | +40.0% | Added |
| Montecito Bank & Trust | 10,310 | $4.84M | 1.10% | −519−4.8% | Reduced |
| Princeton Capital Management LLC | 10,331 | $4.84M | 2.01% | −56−0.5% | Reduced |
| Sawgrass Asset Management LLC | 10,338 | $4.85M | 0.60% | +7,123+221.6% | Added |
| Resources Investment Advisors, LLC. | 10,342 | $4.85M | 0.11% | −47−0.5% | Reduced |
| Sowell Financial Services LLC | 10,362 | $4.86M | 0.27% | +3,234+45.4% | Added |
| Nilsine Partners, LLC | 10,466 | $4.91M | 0.72% | 00.0% | Unchanged |
| Summit Financial, LLC | 10,472 | $4.91M | 0.36% | +6,982+200.1% | Added |
| Connable Office Inc | 10,487 | $4.92M | 0.67% | +14+0.1% | Added |
| Family Legacy, Inc. | 10,502 | $4.93M | 1.98% | −496−4.5% | Reduced |
| Worldquant Millennium Advisors LLC | 10,543 | $4.94M | 0.08% | −87,692−89.3% | Reduced |
| Snider Financial Group | 10,546 | $4.95M | 2.37% | +1,887+21.8% | Added |
| Lake Street Advisors Group, LLC | 10,557 | $4.95M | 0.27% | −630−5.6% | Reduced |
| Mayflower Financial Advisors, LLC | 10,583 | $4.96M | 0.64% | +6+0.1% | Added |
| Signet Financial Management, LLC | 10,650 | $4.99M | 0.79% | −30.0% | Reduced |
| C2C Wealth Management, LLC | 11,181 | $5.00M | 0.66% | −250−2.2% | Reduced |
| Old Second National Bank of Aurora | 10,662 | $5.00M | 1.45% | −315−2.9% | Reduced |
| Apollon Wealth Management, LLC | 10,764 | $5.05M | 0.24% | +2,623+32.2% | Added |
| Evergreen Capital Management LLC | 10,781 | $5.06M | 0.21% | +776+7.8% | Added |
| Morgens Waterfall Vintiadis & Co Inc | 10,800 | $5.06M | 3.74% | +1,800+20.0% | Added |
| Intrepid Financial Planning Group LLC | 10,833 | $5.08M | 2.44% | +149+1.4% | Added |
| Connectus Wealth, LLC | 10,876 | $5.10M | 0.12% | +2,428+28.7% | Added |
| VGI Partners Ltd | 10,900 | $5.11M | 1.11% | +10,900 | New |
| Cambridge Trust Co | 10,923 | $5.12M | 0.23% | +88+0.8% | Added |
| Empire Financial Management Company, LLC | 10,965 | $5.14M | 2.05% | −353−3.1% | Reduced |
| Smithbridge Asset Management Inc | 10,966 | $5.14M | 1.20% | −113−1.0% | Reduced |
| GM Advisory Group, Inc. | 10,969 | $5.14M | 0.43% | −1,374−11.1% | Reduced |
| Fulton Bank, N.A. | 10,990 | $5.15M | 0.25% | −432−3.8% | Reduced |
| Union Heritage Capital, LLC | 11,000 | $5.16M | 2.79% | 00.0% | Unchanged |
| MTM Investment Management, LLC | 11,024 | $5.17M | 2.52% | +10.0% | Added |
| Aull & Monroe Investment Management Corp | 11,083 | $5.20M | 2.62% | −10−0.1% | Reduced |
| Prospera Financial Services Inc | 11,087 | $5.20M | 0.20% | +652+6.2% | Added |
| Cohen Investment Advisors LLC | 11,216 | $5.26M | 4.23% | −1,355−10.8% | Reduced |
| Meeder Advisory Services, Inc. | 11,227 | $5.27M | 0.57% | +575+5.4% | Added |
| Thoroughbred Financial Services, LLC | 11,236 | $5.27M | 0.69% | +1,990+21.5% | Added |
| Herbst Group, LLC | 11,263 | $5.28M | 3.65% | −387−3.3% | Reduced |
| Checchi Capital Advisers, LLC | 11,267 | $5.28M | 0.47% | +71+0.6% | Added |
| Atlantic Union Bankshares Corp | 11,326 | $5.31M | 0.53% | −584−4.9% | Reduced |
| Shepherd Financial Partners LLC | 11,343 | $5.32M | 0.83% | +306+2.8% | Added |
| New England Asset Management Inc | 11,360 | $5.33M | 0.77% | 00.0% | Unchanged |
| Morse Asset Management, Inc | 11,372 | $5.33M | 1.62% | +1,515+15.4% | Added |
| Petredis Investment Advisors LLC | 11,394 | $5.34M | 0.73% | −43−0.4% | Reduced |
| Ogorek Anthony Joseph | 11,402 | $5.35M | 2.05% | +160+1.4% | Added |
| China Universal Asset Management Co., Ltd. | 11,404 | $5.35M | 1.65% | −3,069−21.2% | Reduced |
| Covenant Asset Management, LLC | 11,460 | $5.37M | 1.58% | −38−0.3% | Reduced |
| WBH Advisory Inc | 11,493 | $5.39M | 0.64% | −303−2.6% | Reduced |
| International Assets Investment Management, LLC | 11,494 | $5.39M | 0.73% | +37+0.3% | Added |
| LGT Fund Management Co Ltd. | 11,500 | $5.39M | 2.48% | +6,200+117.0% | Added |
| Summit Financial Group Inc | 11,565 | $5.42M | 2.11% | +150+1.3% | Added |
| Edgestream Partners, L.P. | 11,626 | $5.45M | 0.49% | +1,226+11.8% | Added |
| Traynor Capital Management, Inc. | 11,660 | $5.47M | 0.71% | +752+6.9% | Added |
| Red Cedar Investment Management, LLC | 11,711 | $5.49M | 0.84% | −122−1.0% | Reduced |
| Independent Financial Group, LLC | 11,712 | $5.49M | 0.38% | +2,211+23.3% | Added |
| Integrated Advisors Network LLC | 11,795 | $5.53M | 0.32% | +62+0.5% | Added |
| AMG National Trust Bank | 11,802 | $5.53M | 0.18% | +183+1.6% | Added |
| Eastern Bank | 11,834 | $5.55M | 0.26% | +30+0.3% | Added |
| Waycross Partners, LLC | 11,850 | $5.56M | 1.21% | −23,806−66.8% | Reduced |
| Desjardins Global Asset Management Inc. | 11,938 | $5.60M | 0.65% | +934+8.5% | Added |
| Boyd Watterson Asset Management LLC | 11,961 | $5.61M | 2.23% | +413+3.6% | Added |
| Bradley Mark J. | 11,965 | $5.61M | 5.57% | −7,075−37.2% | Reduced |
| American Assets Investment Management, LLC | 12,000 | $5.63M | 0.63% | 00.0% | Unchanged |
| Gladstone Institutional Advisory LLC | 12,013 | $5.63M | 0.34% | −390−3.1% | Reduced |
| Institutional & Family Asset Management, LLC | 12,090 | $5.67M | 0.92% | −1,759−12.7% | Reduced |
| First City Capital Management, Inc. | 12,102 | $5.68M | 3.35% | −808−6.3% | Reduced |
| Madden Securities Corp | 12,110 | $5.68M | 2.91% | −5,335−30.6% | Reduced |
| Leelyn Smith, LLC | 12,118 | $5.68M | 1.37% | −422−3.4% | Reduced |