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 |
|---|---|---|---|---|---|
| Laird Norton Trust Company, LLC | 15,973 | $7.49M | 0.88% | −798−4.8% | Reduced |
| Ascent Group, LLC | 14,414 | $7.52M | 0.83% | −1,473−9.3% | Reduced |
| PFS Investments Inc. | 16,049 | $7.53M | 0.12% | +13,023+430.4% | Added |
| Kinneret Advisory, LLC | 16,057 | $7.53M | 0.89% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 16,079 | $7.54M | 0.89% | −1,044−6.1% | Reduced |
| Gifford Fong Associates | 16,100 | $7.55M | 1.77% | 00.0% | Unchanged |
| Artia Global Partners LP | 16,193 | $7.59M | 2.62% | −10,735−39.9% | Reduced |
| Brown Brothers Harriman & Co | 16,213 | $7.60M | 0.06% | +193+1.2% | Added |
| Hyman Charles D | 16,213 | $7.60M | 0.48% | +75+0.5% | Added |
| Verition Fund Management LLC | 16,307 | $7.65M | 0.12% | −19,429−54.4% | Reduced |
| Marietta Wealth Management, LLC | 16,367 | $7.68M | 1.45% | −988−5.7% | Reduced |
| Birmingham Capital Management Co Inc | 16,380 | $7.68M | 3.22% | −410−2.4% | Reduced |
| Dorsey Wright & Associates | 16,413 | $7.70M | 2.32% | −417−2.5% | Reduced |
| Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD | 16,539 | $7.71M | 0.55% | 00.0% | Unchanged |
| Pallas Capital Advisors LLC | 17,296 | $7.73M | 0.35% | +14,101+441.3% | Added |
| Park Avenue Securities LLC | 16,536 | $7.75M | 0.12% | +1,152+7.5% | Added |
| Choate Investment Advisors | 16,552 | $7.76M | 0.32% | +202+1.2% | Added |
| Harbor Capital Advisors, Inc. | 16,553 | $7.76M | 1.55% | −21−0.1% | Reduced |
| Symmetry Partners, LLC | 16,567 | $7.77M | 0.41% | 00.0% | Unchanged |
| Associated Banc-Corp | 16,570 | $7.77M | 0.29% | −50.0% | Reduced |
| Mitchell Capital Management Co | 16,672 | $7.82M | 1.79% | −229−1.4% | Reduced |
| NatWest Group plc | 16,685 | $7.82M | 4.07% | +193+1.2% | Added |
| Mirabella Financial Services LLP | 16,753 | $7.86M | 0.91% | +16,753 | New |
| Credit Agricole S A | 16,856 | $7.91M | 0.26% | +1,156+7.4% | Added |
| Bell & Brown Wealth Advisors, LLC | 16,858 | $7.91M | 3.96% | −531−3.1% | Reduced |
| Wedbush Securities Inc | 16,862 | $7.91M | 0.38% | +2,577+18.0% | Added |
| Fiera Capital Corp | 16,891 | $7.92M | 0.02% | −3,218−16.0% | Reduced |
| Greenwood Capital Associates LLC | 16,895 | $7.92M | 1.11% | −4,632−21.5% | Reduced |
| Patten & Patten Inc | 16,982 | $7.96M | 0.66% | −195−1.1% | Reduced |
| Peoples Financial Services Corp. | 16,987 | $7.97M | 3.57% | −303−1.8% | Reduced |
| Tower Research Capital LLC (TRC) | 16,996 | $7.97M | 0.27% | +2,920+20.7% | Added |
| Monetary Management Group Inc | 17,350 | $8.14M | 2.49% | −1,170−6.3% | Reduced |
| Twin Capital Management Inc | 17,363 | $8.14M | 1.06% | +2,348+15.6% | Added |
| Rossmore Private Capital | 17,378 | $8.15M | 1.21% | −35−0.2% | Reduced |
| Optimas Capital Ltd | 17,387 | $8.15M | 9.42% | +7,281+72.0% | Added |
| Longbow Finance SA | 17,404 | $8.16M | 0.95% | +17,404 | New |
| Sivik Global Healthcare LLC | 17,500 | $8.21M | 3.28% | −2,500−12.5% | Reduced |
| GYL Financial Synergies, LLC | 17,569 | $8.24M | 0.75% | +2,892+19.7% | Added |
| Northside Capital Management, LLC | 17,625 | $8.27M | 2.86% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 17,637 | $8.27M | 0.08% | −609−3.3% | Reduced |
| Alps Advisors Inc | 17,817 | $8.36M | 0.07% | −437−2.4% | Reduced |
| TD Private Client Wealth LLC | 17,827 | $8.36M | 0.36% | +4,828+37.1% | Added |
| Edge Capital Group, LLC | 17,919 | $8.40M | 0.48% | +891+5.2% | Added |
| Great Valley Advisor Group, Inc. | 17,940 | $8.41M | 0.35% | −1,008−5.3% | Reduced |
| Amica Mutual Insurance Co | 17,988 | $8.44M | 0.95% | −3,460−16.1% | Reduced |
| Finer Wealth Management, Inc. | 17,995 | $8.44M | 6.59% | −311−1.7% | Reduced |
| Alpha Cubed Investments, LLC | 18,000 | $8.44M | 0.57% | −1,446−7.4% | Reduced |
| M&G Investment Management Ltd | 18,013 | $8.45M | 0.05% | −2,024−10.1% | Reduced |
| Avitas Wealth Management LLC | 18,039 | $8.46M | 1.53% | +10+0.1% | Added |
| North Star Asset Management Inc | 18,047 | $8.46M | 0.47% | −2,269−11.2% | Reduced |
| Codex Capital, L.L.C. | 18,150 | $8.51M | 5.48% | −850−4.5% | Reduced |
| NWK Group, Inc. | 18,234 | $8.55M | 5.01% | −70−0.4% | Reduced |
| Meiji Yasuda Life Insurance Co | 18,313 | $8.59M | 0.22% | −403−2.2% | Reduced |
| Harbour Capital Advisors, LLC | 18,666 | $8.61M | 2.54% | −288−1.5% | Reduced |
| Polar Asset Management Partners Inc. | 18,500 | $8.68M | 0.17% | −3,400−15.5% | Reduced |
| Chesley Taft & Associates LLC | 18,573 | $8.71M | 0.53% | −1,524−7.6% | Reduced |
| Trust Investment Advisors | 18,708 | $8.77M | 7.08% | +539+3.0% | Added |
| Beacon Investment Advisory Services, Inc. | 18,728 | $8.78M | 0.40% | +12,978+225.7% | Added |
| SJS Investment Consulting Inc. | 18,892 | $8.86M | 2.22% | +53+0.3% | Added |
| Colonial Trust Co | 19,001 | $8.91M | 2.13% | −662−3.4% | Reduced |
| Cornerstone Wealth Group, LLC | 19,091 | $8.95M | 1.62% | +146+0.8% | Added |
| Siemens Fonds Invest GmbH | 19,306 | $9.01M | 0.88% | 00.0% | Unchanged |
| Bryn Mawr Trust Co | 19,226 | $9.02M | 0.38% | −716−3.6% | Reduced |
| SeaCrest Wealth Management, LLC | 19,268 | $9.04M | 1.14% | +264+1.4% | Added |
| Bath Savings Trust Co | 19,374 | $9.09M | 1.06% | +2,242+13.1% | Added |
| Rockland Trust Co | 19,466 | $9.13M | 0.55% | −7,204−27.0% | Reduced |
| FineMark National Bank & Trust | 19,495 | $9.14M | 0.38% | +607+3.2% | Added |
| Kovitz Investment Group Partners, LLC | 19,571 | $9.18M | 0.13% | −5,671−22.5% | Reduced |
| Sumitomo Life Insurance Co | 19,673 | $9.23M | 0.41% | −893−4.3% | Reduced |
| Broadleaf Partners, LLC | 19,699 | $9.24M | 3.01% | +31+0.2% | Added |
| Bender Robert & Associates | 19,761 | $9.27M | 2.56% | +8,611+77.2% | Added |
| Everence Capital Management Inc | 21,650 | $9.30M | 0.76% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 19,840 | $9.30M | 1.88% | −1,096−5.2% | Reduced |
| Triasima Portfolio Management inc. | 15,216 | $9.45M | 0.60% | −496−3.2% | Reduced |
| Coastline Trust Co | 20,245 | $9.49M | 1.33% | +1,235+6.5% | Added |
| Vestmark Advisory Solutions, Inc. | 20,271 | $9.51M | 0.36% | +971+5.0% | Added |
| Cadinha & Co LLC | 20,442 | $9.59M | 1.74% | −1,293−5.9% | Reduced |
| Williams Jones Wealth Management, LLC. | 20,472 | $9.60M | 0.14% | +1,584+8.4% | Added |
| Richard Bernstein Advisors LLC | 20,653 | $9.69M | 0.20% | −4,388−17.5% | Reduced |
| Bank Julius Baer & Co. Ltd, Zurich | 20,760 | $9.74M | 0.06% | +17,187+481.0% | Added |
| Chicago Partners Investment Group LLC | 21,424 | $9.74M | 0.51% | +1,867+9.5% | Added |
| Gouws Capital LLC | 20,828 | $9.77M | 8.06% | −3,515−14.4% | Reduced |
| Empowered Funds, LLC | 20,882 | $9.79M | 0.34% | −7,268−25.8% | Reduced |
| EA Series Trust | 20,882 | $9.79M | 0.34% | +20,882 | New |
| Boston Private Wealth LLC | 20,928 | $9.81M | 0.18% | −3,174−13.2% | Reduced |
| Texas Capital Bank Wealth Management Services Inc | 21,007 | $9.85M | 1.06% | −189−0.9% | Reduced |
| Wealth Advisory Solutions, LLC | 21,144 | $9.92M | 2.65% | −1,018−4.6% | Reduced |
| HBK Sorce Advisory LLC | 21,226 | $9.95M | 0.42% | −156−0.7% | Reduced |
| Adviser Investments LLC | 21,267 | $9.97M | 0.22% | +1,507+7.6% | Added |
| Chicago Capital, LLC | 21,314 | $10.0M | 0.45% | −610−2.8% | Reduced |
| Bradley Foster & Sargent Inc | 21,318 | $10.0M | 0.21% | +373+1.8% | Added |
| Quantinno Capital Management LP | 21,381 | $10.0M | 0.57% | +8,454+65.4% | Added |
| Cyrus J. Lawrence, LLC | 21,415 | $10.0M | 2.88% | −50−0.2% | Reduced |
| King Wealth | 21,416 | $10.0M | 2.03% | −823−3.7% | Reduced |
| Covington Investment Advisors Inc. | 21,542 | $10.1M | 2.02% | −105−0.5% | Reduced |
| Cypress Asset Management Inc | 21,634 | $10.2M | 3.27% | −330−1.5% | Reduced |
| Argent Trust Co | 21,752 | $10.2M | 0.55% | +503+2.4% | Added |
| Shelton Capital Management | 21,848 | $10.2M | 0.37% | −9,322−29.9% | Reduced |
| Brookstone Capital Management | 22,672 | $10.2M | 0.21% | −399−1.7% | Reduced |
| Moors & Cabot, Inc. | 21,875 | $10.3M | 0.68% | −240−1.1% | Reduced |