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.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 4,644 | $942.8B |
| Q1 2026 | 4,392 | $712.9B |
| Q4 2025 | 4,453 | $843.2B |
| Q3 2025 | 3,905 | $583.5B |
| Q2 2025 | 3,915 | $610.1B |
| Q1 2025 | 3,929 | $688.4B |
| Q4 2024 | 3,914 | $602.9B |
| Q3 2024 | 3,667 | $687.4B |
| Q2 2024 | 3,572 | $707.0B |
| Q1 2024 | 3,466 | $607.2B |
| Q4 2023 | 3,277 | $457.2B |
| Q3 2023 | 2,979 | $421.9B |
| Q2 2023 | 2,819 | $366.7B |
| Q1 2023 | 2,620 | $269.7B |
| Q4 2022 | 2,673 | $288.4B |
| Q3 2022 | 2,490 | $256.1B |
| Q2 2022 | 2,451 | $255.6B |
| Q1 2022 | 2,350 | $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 |
|---|---|---|---|---|---|
| BigSur Wealth Management LLC | 645 | $302.5K | 0.14% | −25−3.7% | Reduced |
| Acima Private Wealth, LLC | 648 | $303.9K | 0.15% | 00.0% | Unchanged |
| Addison Advisors LLC | 650 | $304.8K | 0.15% | 00.0% | Unchanged |
| Ergawealth Advisors, Inc. | 650 | $304.8K | 0.21% | 00.0% | Unchanged |
| Peterson Wealth Advisors, LLC | 662 | $305.5K | 0.08% | 00.0% | Unchanged |
| Verity Asset Management, Inc. | 652 | $305.8K | 0.23% | −682−51.1% | Reduced |
| IFG Advisors, LLC | 654 | $306.7K | 0.11% | +24+3.8% | Added |
| Financial Council Asset Management Inc | 658 | $308.6K | 0.24% | +42+6.8% | Added |
| Arcadia Investment Management Corp | 659 | $309.1K | 0.06% | +159+31.8% | Added |
| J2 Capital Management Inc | 661 | $310.0K | 0.37% | −88−11.7% | Reduced |
| Center For Asset Management LLC | 661 | $310.0K | 0.29% | +78+13.4% | Added |
| Thomas J. Herzfeld Advisors, Inc. | 662 | $310.3K | 0.12% | −1−0.2% | Reduced |
| Global Wealth Strategies & Associates | 663 | $310.9K | 0.15% | 00.0% | Unchanged |
| Chiron Investment Management, LLC | 664 | $311.4K | 0.09% | +664 | New |
| Vista Wealth Management Group, LLC | 665 | $311.9K | 0.03% | +28+4.4% | Added |
| AlphaCore Capital LLC | 667 | $312.8K | 0.05% | +667 | New |
| Alpha Financial Partners, LLC | 669 | $313.7K | 0.33% | 00.0% | Unchanged |
| Kessler Investment Group, LLC | 669 | $313.7K | 0.22% | +33+5.2% | Added |
| Safeguard Investment Advisory Group, LLC | 670 | $314.0K | 0.13% | +14+2.1% | Added |
| Luken Investment Analytics, LLC | 670 | $314.2K | 0.18% | 00.0% | Unchanged |
| Clarity Financial LLC | 670 | $314.4K | 0.05% | +670 | New |
| Inspirion Wealth Advisors, LLC | 675 | $316.6K | 0.06% | −1−0.1% | Reduced |
| TL Private Wealth | 700 | $317.2K | 0.18% | −400−36.4% | Reduced |
| Sterling Investment Advisors, Ltd. | 677 | $317.5K | 0.11% | −840−55.4% | Reduced |
| Accel Wealth Management | 678 | $318.0K | 0.18% | +485+251.3% | Added |
| Traverso Chambers Private Wealth Management, LLC | 679 | $318.4K | 0.08% | 00.0% | Unchanged |
| Beese Fulmer Investment Management, Inc. | 679 | $318.4K | 0.03% | +1+0.1% | Added |
| Karpus Management, Inc. | 680 | $318.9K | 0.01% | 00.0% | Unchanged |
| J.Safra Asset Management Corp | 681 | $319.4K | 0.04% | 00.0% | Unchanged |
| Gradient Investments LLC | 682 | $319.8K | 0.01% | +114+20.1% | Added |
| Morling Financial Advisors, LLC | 683 | $320.3K | 0.31% | −78−10.2% | Reduced |
| Kaye Capital Management | 686 | $321.6K | 0.16% | −52−7.0% | Reduced |
| GW Henssler & Associates Ltd | 687 | $322.1K | 0.02% | −23−3.2% | Reduced |
| Northwest Wealth Management, LLC | 687 | $322.2K | 0.12% | −33−4.6% | Reduced |
| St. Louis Trust Co | 687 | $322.2K | 0.06% | 00.0% | Unchanged |
| Cascade Investment Group, Inc. | 687 | $322.2K | 0.29% | 00.0% | Unchanged |
| Gries Financial LLC | 689 | $323.1K | 0.09% | 00.0% | Unchanged |
| Barnes Pettey Financial Advisors, LLC | 689 | $323.1K | 0.28% | 00.0% | Unchanged |
| Key Financial Inc | 689 | $323.1K | 0.11% | +68+11.0% | Added |
| Duncker Streett & Co Inc | 689 | $323.2K | 0.07% | −18−2.5% | Reduced |
| Advance Capital Management, Inc. | 690 | $323.6K | 0.04% | +37+5.7% | Added |
| Echo45 Advisors LLC | 691 | $324.1K | 0.27% | −62−8.2% | Reduced |
| VisionPoint Advisory Group, LLC | 691 | $324.1K | 0.13% | −42−5.7% | Reduced |
| Charles Schwab Trust Co | 757 | $325.1K | 0.04% | +45+6.3% | Added |
| Oversea-Chinese Banking CORP Ltd | 695 | $325.9K | 0.02% | −791−53.2% | Reduced |
| Knightsbridge Asset Management, LLC | 694 | $326.0K | 0.10% | −693−50.0% | Reduced |
| Carolinas Wealth Consulting LLC | 41,507 | $326.7K | 0.06% | −185−0.4% | Reduced |
| Fairhaven Wealth Management, LLC | 698 | $327.3K | 0.13% | +698 | New |
| Aspiriant, LLC | 699 | $327.8K | 0.02% | +19+2.8% | Added |
| Howe & Rusling Inc | 699 | $327.8K | 0.04% | −57−7.5% | Reduced |
| Goodwin Daniel L | 700 | $328.3K | 0.16% | −100−12.5% | Reduced |
| Compton Wealth Advisory Group, LLC | 700 | $328.3K | 0.11% | −16−2.2% | Reduced |
| Hoertkorn Richard Charles | 700 | $328.3K | 0.16% | 00.0% | Unchanged |
| Warren Street Wealth Advisors, LLC | 702 | $329.2K | 0.22% | +35+5.2% | Added |
| TriaGen Wealth Management LLC | 702 | $329.2K | 0.15% | +702 | New |
| Private Management Group Inc | 703 | $329.7K | 0.01% | +52+8.0% | Added |
| IPG Investment Advisors LLC | 705 | $330.6K | 0.07% | +70+11.0% | Added |
| BIP Wealth, LLC | 705 | $330.7K | 0.03% | −20−2.8% | Reduced |
| Source Financial Advisors LLC | 706 | $331.1K | 0.11% | +706 | New |
| Endowment Wealth Management, Inc. | 707 | $331.4K | 0.30% | +39+5.8% | Added |
| Park Edge Advisors, LLC | 709 | $332.5K | 0.11% | 00.0% | Unchanged |
| Rebalance, LLC | 710 | $333.0K | 0.03% | −3−0.4% | Reduced |
| Tranquility Partners, LLC | 711 | $333.4K | 0.14% | −30−4.0% | Reduced |
| Horan Capital Advisors, LLC. | 713 | $334.4K | 0.13% | 00.0% | Unchanged |
| Forte Capital LLC | 715 | $335.5K | 0.05% | 00.0% | Unchanged |
| Knuff & Co LLC | 717 | $336.3K | 0.13% | +70+10.8% | Added |
| Aurora Private Wealth, Inc. | 719 | $337.0K | 0.38% | −34−4.5% | Reduced |
| Financial Management Network Inc | 730 | $337.1K | 0.12% | 00.0% | Unchanged |
| Advanced Asset Management Advisors Inc | 720 | $337.8K | 0.08% | −3−0.4% | Reduced |
| Patriot Financial Group Insurance Agency, LLC | 722 | $338.5K | 0.06% | +8+1.1% | Added |
| GSB Wealth Management, LLC | 725 | $340.0K | 0.11% | +62+9.4% | Added |
| Auxier Asset Management | 726 | $340.5K | 0.06% | 00.0% | Unchanged |
| Weaver Consulting Group | 726 | $340.5K | 0.15% | +53+7.9% | Added |
| Secure Asset Management, LLC | 727 | $340.8K | 0.10% | +31+4.5% | Added |
| Lakeside Advisors, INC. | 727 | $340.9K | 0.25% | +727 | New |
| Index Fund Advisors, Inc. | 728 | $341.3K | 0.02% | +91+14.3% | Added |
| Milestone Asset Management, LLC | 729 | $341.9K | 0.15% | 00.0% | Unchanged |
| Webster Bank, N. A. | 730 | $342.4K | 0.04% | −1,200−62.2% | Reduced |
| Kowal Investment Group, LLC | 732 | $343.1K | 0.09% | +90+14.0% | Added |
| Obermeyer Wood Investment Counsel, LLLP | 732 | $343.3K | 0.02% | −82−10.1% | Reduced |
| Headlands Technologies LLC | 735 | $344.7K | 0.11% | −183−19.9% | Reduced |
| Heritage Investors Management Corp | 736 | $345.0K | 0.01% | −24−3.2% | Reduced |
| BlackDiamond Wealth Management Inc. | 754 | $345.0K | 0.29% | +98+14.9% | Added |
| Motive Wealth Advisors | 736 | $345.2K | 0.36% | +8+1.1% | Added |
| Ewa, LLC | 739 | $346.5K | 0.24% | +38+5.4% | Added |
| Arlington Partners LLC | 739 | $346.6K | 0.05% | +132+21.7% | Added |
| Alpine Woods Capital Investors, LLC | 740 | $347.0K | 0.05% | 00.0% | Unchanged |
| Sycomore Asset Management | 756 | $347.0K | 0.08% | +524+225.9% | Added |
| Aletheian Wealth Advisors LLC | 741 | $347.5K | 0.24% | +44+6.3% | Added |
| Smith Anglin Financial, LLC | 742 | $348.2K | 0.04% | −28−3.6% | Reduced |
| Astoria Portfolio Advisors LLC. | 801 | $348.2K | 0.13% | +3+0.4% | Added |
| Northern Capital Management, Inc. | 743 | $348.5K | 0.26% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 743 | $348.5K | 0.11% | −5−0.7% | Reduced |
| Palisade Capital Management LLC | 745 | $349.4K | 0.01% | 00.0% | Unchanged |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 746 | $349.9K | 0.05% | 00.0% | Unchanged |
| Montag & Caldwell, LLC | 746 | $349.9K | 0.04% | 00.0% | Unchanged |
| Insight Advisors, LLC | 749 | $351.1K | 0.08% | +42+5.9% | Added |
| Edentree Asset Management Ltd | 750 | $351.2K | 0.12% | +750 | New |
| Coastal Bridge Advisors, LLC | 749 | $351.3K | 0.09% | 00.0% | Unchanged |
| Emfo, LLC | 750 | $351.7K | 0.32% | −1,500−66.7% | Reduced |