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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 $942.8B 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
2,819
+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
1,075 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.

Institutional holdersQ2 2023: 2,819 institutions
Q1 2021: 1,952 institutionsQ2 2021: 2,027 institutionsQ3 2021: 2,056 institutionsQ4 2021: 2,308 institutionsQ1 2022: 2,350 institutionsQ2 2022: 2,451 institutionsQ3 2022: 2,490 institutionsQ4 2022: 2,673 institutionsQ1 2023: 2,620 institutionsQ2 2023: 2,819 institutionsQ3 2023: 2,979 institutionsQ4 2023: 3,277 institutionsQ1 2024: 3,466 institutionsQ2 2024: 3,572 institutionsQ3 2024: 3,667 institutionsQ4 2024: 3,914 institutionsQ1 2025: 3,929 institutionsQ2 2025: 3,915 institutionsQ3 2025: 3,905 institutionsQ4 2025: 4,453 institutionsQ1 2026: 4,392 institutionsQ2 2026: 4,644 institutions
Value heldQ2 2023: $366.7B
Q1 2021: $148.0BQ2 2021: $182.0BQ3 2021: $183.1BQ4 2021: $218.0BQ1 2022: $225.8BQ2 2022: $255.6BQ3 2022: $256.1BQ4 2022: $288.4BQ1 2023: $269.7BQ2 2023: $366.7BQ3 2023: $421.9BQ4 2023: $457.2BQ1 2024: $607.2BQ2 2024: $707.0BQ3 2024: $687.4BQ4 2024: $602.9BQ1 2025: $688.4BQ2 2025: $610.1BQ3 2025: $583.5BQ4 2025: $843.2BQ1 2026: $712.9BQ2 2026: $942.8B
Institutions holding LLY and their total value by quarter
QuarterHoldersValue
Q2 20264,644$942.8B
Q1 20264,392$712.9B
Q4 20254,453$843.2B
Q3 20253,905$583.5B
Q2 20253,915$610.1B
Q1 20253,929$688.4B
Q4 20243,914$602.9B
Q3 20243,667$687.4B
Q2 20243,572$707.0B
Q1 20243,466$607.2B
Q4 20233,277$457.2B
Q3 20232,979$421.9B
Q2 20232,819$366.7B
Q1 20232,620$269.7B
Q4 20222,673$288.4B
Q3 20222,490$256.1B
Q2 20222,451$255.6B
Q1 20222,350$225.8B
Q4 20212,308$218.0B
Q3 20212,056$183.1B
Q2 20212,027$182.0B
Q1 20211,952$148.0B

Institutions, Q2 2023

Shares, value and share of portfolio for each institution holding Eli Lilly & Co; share changes are against Q1 2023.

Institutions holding LLY in Q2 2023
InstitutionSharesValue% of portfolioChange in sharesAction
Vantage Financial Partners, LLC477$223.9K0.08%+477New
waypoint wealth counsel479$224.7K0.20%+479New
Providence Capital Advisors, LLC483$226.5K0.06%00.0%Unchanged
Consilio Wealth Advisors, LLC483$226.5K0.12%+483New
Engrave Wealth Partners LLC484$227.0K0.07%+484New
Lee Danner & Bass Inc483$227.0K0.02%+483New
Adalta Capital Management LLC485$227.0K0.15%+485New
Cottage Street Advisors LLC485$227.3K0.17%+485New
Clifford Group, LLC485$227.5K0.24%+485New
Hengehold Capital Management LLC486$227.9K0.03%+486New
O'Rourke & Company, Inc487$228.0K0.16%+487New
Register Financial Advisors LLC487$228.2K0.16%00.0%Unchanged
MinichMacGregor Wealth Management, LLC487$228.4K0.07%+487New
Absher Wealth Management, LLC488$228.9K0.04%+488New
New World Advisors LLC490$229.8K0.08%−483−49.6%Reduced
Delap Wealth Advisory, LLC491$230.3K0.23%−307−38.5%Reduced
Vertex Planning Partners, LLC492$230.7K0.08%+492New
Kingdom Financial Group LLC.493$231.4K0.23%+493New
Brown Capital Management LLC494$231.7K0.00%−859−63.5%Reduced
M Holdings Securities, Inc.494$232.0K0.05%−1,489−75.1%Reduced
Claret Asset Management Corp494$232.0K0.05%+494New
Strengthening Families & Communities, LLC494$232.0K0.10%−819−62.4%Reduced
Capstone Financial Advisors, Inc.495$232.1K0.02%+495New
WestHill Financial Advisors, Inc.497$233.1K0.07%+497New
Slagle Financial, LLC497$233.2K0.15%+497New
Covenant Partners, LLC498$233.6K0.08%+498New
Walled Lake Planning & Wealth Management, LLC499$233.9K0.11%+499New
Martin Capital Partners, LLC500$234.0K0.10%+500New
Oxinas Partners Wealth Management LLC500$234.4K0.15%+500New
Paradigm Asset Management Co LLC500$234.5K0.06%−2,500−83.3%Reduced
Greenspring Advisors, LLC500$234.5K0.07%−1,552−75.6%Reduced
Capital Investment Counsel, Inc500$234.5K0.05%+500New
Ithaka Group LLC500$234.5K0.05%+500New
Harbor Advisors LLC500$234.5K0.05%+500New
Aristotle Atlantic Partners, LLC500$234.5K0.01%+500New
Keb Asset Management, LLC500$234.5K0.10%+500New
TCWP LLC501$235.0K0.05%−689−57.9%Reduced
Lodestone Wealth Management LLC501$235.1K0.16%+501New
Kelly Financial Services LLC502$235.3K0.11%−84−14.3%Reduced
Eagle Global Advisors LLC502$235.4K0.02%+502New
Diligent Investors, LLC502$235.5K0.07%+502New
AIMZ Investment Advisors, LLC503$235.9K0.10%+503New
Arrien Investments, Inc.504$236.4K0.20%−246−32.8%Reduced
Bordeaux Wealth Advisors LLC504$236.4K0.10%+504New
Pittenger & Anderson Inc505$236.8K0.01%+11+2.2%Added
Willow Creek Wealth Management Inc.505$236.8K0.03%+505New
IAG Wealth Partners, LLC506$237.3K0.06%00.0%Unchanged
TAGStone Capital, Inc.511$240.0K0.17%+511New
SkyView Investment Advisors, LLC513$241.0K0.06%+494+2,600.0%Added
Vantage Consulting Group Inc515$241.5K0.14%−247−32.4%Reduced
Syntax Advisors, LLC515$241.5K0.19%−247−32.4%Reduced
Verus Financial Partners, Inc.528$241.8K0.03%+5+1.0%Added
Mine & Arao Wealth Creation & Management, LLC.517$242.5K0.14%00.0%Unchanged
Verum Partners LLC517$242.5K0.22%+517New
Austin Private Wealth, LLC518$242.9K0.04%+518New
Summit X, LLC518$243.4K0.06%+518New
Onyx Bridge Wealth Group LLC519$243.4K0.06%+519New
Southeast Asset Advisors Inc.519$243.6K0.03%+519New
Ethos Financial Group, LLC710$243.8K0.08%00.0%Unchanged
WD Rutherford LLC520$243.9K0.16%+520New
One Wealth Advisors, LLC521$244.3K0.05%+521New
Trust Co of Oklahoma522$244.8K0.09%+522New
Cherrydale Wealth Management, LLC526$246.6K0.17%+526New
SFE Investment Counsel530$248.6K0.07%+30+6.0%Added
Garrison Point Advisors, LLC530$248.6K0.18%+530New
First PREMIER Bank532$249.0K0.07%−5−0.9%Reduced
Goldstein Advisors, LLC531$249.0K0.05%+531New
Annapolis Financial Services, LLC534$250.4K0.07%00.0%Unchanged
Coston, McIsaac & Partners538$252.0K0.09%00.0%Unchanged
Griffin Asset Management, Inc.541$253.7K0.03%−388−41.8%Reduced
McGlone Suttner Wealth Management, Inc.544$255.4K0.06%+544New
Chemung Canal Trust Co545$255.6K0.05%−721−57.0%Reduced
Granite Harbor Advisors, Inc.545$255.6K0.20%+545New
J. L. Bainbridge & Co., Inc.546$256.0K0.03%+546New
Quantum Private Wealth, LLC546$256.3K0.12%+546New
Vicus Capital547$256.4K0.03%+547New
R. W. Roge & Company, Inc.550$257.0K0.18%+550New
JNBA Financial Advisors548$257.0K0.03%+4+0.7%Added
Edmonds Duncan Registered Investment Advisors, LLC549$257.5K0.08%+549New
W Advisors, LLC549$257.5K0.20%+549New
Element Wealth, LLC549$257.8K0.18%+549New
Private Wealth Advisors550$257.9K0.11%+550New
Focused Wealth Management, Inc550$257.9K0.05%−125−18.5%Reduced
Bank of Stockton550$257.9K0.09%+550New
Wilkinson Global Asset Management LLC550$257.9K0.02%+550New
Eagle Bay Advisors LLC551$258.2K0.15%+11+2.0%Added
HFG Advisors, Inc.552$258.9K0.27%−50−8.3%Reduced
Meridian Wealth Partners, LLC553$259.4K0.05%+553New
Cypress Capital, LLC556$260.8K0.07%+556New
BancFirst Trust & Investment Management562$261.0K0.15%+562New
Princeton Global Asset Management LLC557$261.4K0.08%00.0%Unchanged
Planning Center, Inc.562$263.6K0.07%−181−24.4%Reduced
Childress Capital Advisors, LLC563$264.0K0.11%−511−47.6%Reduced
Sentinel Pension Advisors Inc565$265.0K0.06%00.0%Unchanged
Resurgent Financial Advisors LLC565$265.0K0.18%+40+7.6%Added
Midwest Professional Planners, LTD.567$265.9K0.12%−131−18.8%Reduced
BetterWealth, LLC568$266.3K0.10%+568New
Pinnacle Family Advisors, LLC569$266.8K0.14%+569New
Tiedemann Advisors, LLC569$266.9K0.01%+569New
Kinloch Capital, LLC570$267.3K0.16%−146−20.4%Reduced