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 |
|---|---|---|---|---|---|
| Phocas Financial Corp. | 750 | $351.7K | 0.05% | +50+7.1% | Added |
| Birinyi Associates Inc | 750 | $352.0K | 0.13% | −950−55.9% | Reduced |
| Pasadena Private Wealth, LLC | 751 | $352.2K | 0.10% | 00.0% | Unchanged |
| Gemmer Asset Management LLC | 753 | $353.1K | 0.05% | 00.0% | Unchanged |
| Delta Asset Management LLC | 754 | $353.6K | 0.04% | +65+9.4% | Added |
| Baystate Wealth Management LLC | 756 | $354.7K | 0.03% | +282+59.5% | Added |
| Campbell Wealth Management | 760 | $356.0K | 0.05% | 00.0% | Unchanged |
| Southland Equity Partners LLC | 759 | $356.1K | 0.12% | +22+3.0% | Added |
| Armstrong, Fleming & Moore, Inc | 760 | $356.6K | 0.33% | +760 | New |
| Phillips Wealth Planners LLC | 761 | $356.9K | 0.47% | −57−7.0% | Reduced |
| Silver Oak Advisory Group, Inc. | 763 | $357.0K | 0.23% | 00.0% | Unchanged |
| ABLE Financial Group, LLC | 762 | $357.4K | 0.18% | +91+13.6% | Added |
| Tobias Financial Advisors, Inc. | 766 | $359.2K | 0.10% | +766 | New |
| Anchor Capital Advisors LLC | 767 | $359.7K | 0.01% | −708−48.0% | Reduced |
| Crewe Advisors LLC | 771 | $361.6K | 0.05% | −173−18.3% | Reduced |
| Petix & Botte Co | 776 | $363.9K | 0.11% | +776 | New |
| Intelligence Driven Advisers, LLC | 789 | $365.5K | 0.06% | +134+20.5% | Added |
| Howard Capital Management Group, LLC | 781 | $366.3K | 0.03% | −363−31.7% | Reduced |
| JJJ Advisors Inc. | 781 | $366.3K | 0.10% | −173−18.1% | Reduced |
| Mogy Joel R Investment Counsel Inc | 782 | $366.7K | 0.03% | +115+17.2% | Added |
| Sovereign Financial Group, Inc. | 783 | $367.2K | 0.12% | +783 | New |
| First National Bank | 786 | $368.6K | 0.30% | −23−2.8% | Reduced |
| Middleton & Co Inc | 787 | $369.1K | 0.05% | 00.0% | Unchanged |
| C M Bidwell & Associates Ltd | 789 | $370.0K | 0.27% | +507+179.8% | Added |
| Benchmark Financial Wealth Advisors, LLC | 789 | $370.3K | 0.17% | +789 | New |
| McCarthy Asset Management, Inc. | 792 | $371.3K | 0.25% | 00.0% | Unchanged |
| Fort Pitt Capital Group, LLC | 792 | $371.4K | 0.01% | −60−7.0% | Reduced |
| Applied Finance Capital Management, LLC | 792 | $371.4K | 0.04% | +35+4.6% | Added |
| Lodestar Private Asset Management LLC | 794 | $372.4K | 0.06% | +88+12.5% | Added |
| Garrett Investment Advisors LLC | 796 | $373.4K | 0.05% | −26−3.2% | Reduced |
| Westmount Partners, LLC | 798 | $374.1K | 0.16% | −18−2.2% | Reduced |
| CFO4Life Group, LLC | 798 | $374.2K | 0.08% | +798 | New |
| Diamant Asset Management, Inc. | 800 | $375.2K | 0.29% | 00.0% | Unchanged |
| Hobart Private Capital, LLC | 800 | $375.2K | 0.14% | 00.0% | Unchanged |
| WT Wealth Management | 800 | $375.2K | 0.16% | 00.0% | Unchanged |
| Sculati Wealth Management, LLC | 800 | $375.2K | 0.19% | 00.0% | Unchanged |
| Twelve Points Wealth Management LLC | 800 | $375.2K | 0.20% | 00.0% | Unchanged |
| WJ Wealth Management, LLC | 800 | $375.2K | 0.18% | +800 | New |
| David J Yvars Group | 801 | $375.7K | 0.31% | 00.0% | Unchanged |
| Monticello Wealth Management, LLC | 801 | $375.7K | 0.04% | +161+25.2% | Added |
| Callan Capital, LLC | 802 | $376.1K | 0.04% | +120+17.6% | Added |
| PrairieView Partners, LLC | 804 | $377.0K | 0.05% | +4+0.5% | Added |
| Benin Management CORP | 804 | $377.1K | 0.13% | −96−10.7% | Reduced |
| Future Fund LLC | 805 | $377.5K | 3.59% | +805 | New |
| Morningstar Investment Services LLC | 818 | $379.0K | 0.00% | +818 | New |
| IFP Advisors, Inc | 7,083 | $379.0K | 0.02% | +38+0.5% | Added |
| Wiley Bros.-Aintree Capital, LLC | 811 | $380.3K | 0.17% | +135+20.0% | Added |
| Apella Capital, LLC | 811 | $380.5K | 0.03% | +811 | New |
| Levin Capital Strategies, L.P. | 815 | $382.2K | 0.04% | +815 | New |
| Headinvest, LLC | 727 | $384.1K | 0.08% | −146−16.7% | Reduced |
| Wealthstream Advisors, Inc. | 823 | $386.0K | 0.20% | +44+5.6% | Added |
| Main Line Retirement Advisors, LLC | 824 | $386.5K | 0.36% | +824 | New |
| Nikulski Financial, Inc. | 825 | $386.9K | 0.16% | −75−8.3% | Reduced |
| Sunburst Financial Group, LLC | 826 | $387.2K | 0.14% | +5+0.6% | Added |
| Nexus Investment Management ULC | 826 | $387.4K | 0.04% | 00.0% | Unchanged |
| Midwest Heritage Bank, FSB | 826 | $387.4K | 0.29% | 00.0% | Unchanged |
| Tucker Asset Management LLC | 826 | $387.4K | 0.11% | +624+308.9% | Added |
| Keystone Wealth Services, LLC | 827 | $388.0K | 0.14% | +70+9.2% | Added |
| JB Capital LLC | 829 | $388.6K | 0.03% | +59+7.7% | Added |
| Dudley Capital Management, LLC | 830 | $389.3K | 0.26% | −49−5.6% | Reduced |
| HBW Advisory Services LLC | 831 | $390.0K | 0.08% | −185−18.2% | Reduced |
| TSFG, LLC | 833 | $391.0K | 0.15% | +1+0.1% | Added |
| W.H. Cornerstone Investments Inc. | 835 | $392.0K | 0.35% | +2+0.2% | Added |
| Tandem Wealth Advisors LLC | 836 | $392.1K | 0.24% | −349−29.5% | Reduced |
| Sterling Financial Planning, Inc. | 837 | $392.5K | 0.19% | 00.0% | Unchanged |
| Triumph Capital Management | 838 | $393.0K | 0.18% | −367−30.5% | Reduced |
| Lakewood Asset Management LLC | 839 | $393.3K | 0.31% | +1+0.1% | Added |
| Financial Engines Advisors L.L.C. | 840 | $394.0K | 0.00% | +18+2.2% | Added |
| Great Waters Wealth Management | 842 | $395.1K | 0.08% | 00.0% | Unchanged |
| Cardiff Park Advisors, LLC | 843 | $395.4K | 0.05% | 00.0% | Unchanged |
| Cardinal Strategic Wealth Guidance | 843 | $395.4K | 0.18% | +35+4.3% | Added |
| Oxbow Advisors, LLC | 845 | $396.3K | 0.06% | +52+6.6% | Added |
| Ridgecrest Wealth Partners, LLC | 846 | $396.8K | 0.26% | −4−0.5% | Reduced |
| Paulson Wealth Management Inc. | 846 | $396.8K | 0.14% | +41+5.1% | Added |
| Piscataqua Savings Bank | 849 | $398.2K | 0.33% | +75+9.7% | Added |
| Wedgewood Investors Inc | 849 | $398.2K | 0.51% | 00.0% | Unchanged |
| Northstar Asset Management LLC | 850 | $398.6K | 0.11% | 00.0% | Unchanged |
| Garde Capital, Inc. | 857 | $402.0K | 0.03% | 00.0% | Unchanged |
| Joule Financial, LLC | 862 | $404.3K | 0.21% | −60−6.5% | Reduced |
| O'Dell Group, LLC | 864 | $405.3K | 0.12% | +864 | New |
| Cowa, LLC | 869 | $407.5K | 0.27% | 00.0% | Unchanged |
| Dean Investment Associates, LLC | 870 | $408.0K | 0.07% | 00.0% | Unchanged |
| Alliance Wealth Advisors, LLC | 871 | $408.5K | 0.29% | 00.0% | Unchanged |
| United Community Bank | 872 | $409.0K | 0.36% | 00.0% | Unchanged |
| Alterity Financial Group, LLC | 876 | $410.8K | 0.59% | +876 | New |
| River Wealth Advisors LLC | 877 | $411.5K | 0.07% | +1+0.1% | Added |
| Wealth Advisors of Iowa, LLC | 879 | $412.4K | 0.30% | +1+0.1% | Added |
| Diversified, LLC | 880 | $412.7K | 0.11% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 895 | $413.0K | 0.10% | 00.0% | Unchanged |
| Inscription Capital, LLC | 881 | $413.2K | 0.13% | +7+0.8% | Added |
| WealthShield Partners, LLC | 881 | $413.2K | 0.06% | +210+31.3% | Added |
| ERn Financial, LLC | 883 | $413.9K | 0.09% | −72−7.5% | Reduced |
| Heartwood Wealth Advisors LLC | 887 | $416.0K | 0.06% | +887 | New |
| Royal Harbor Partners, LLC | 888 | $416.5K | 0.20% | 00.0% | Unchanged |
| Triune Financial Partners, LLC | 888 | $416.7K | 0.17% | +888 | New |
| Colonial River Wealth Management, LLC | 889 | $416.9K | 0.27% | +107+13.7% | Added |
| Cookson Peirce & Co Inc | 892 | $418.0K | 0.03% | +47+5.6% | Added |
| Atwater Malick LLC | 892 | $418.4K | 0.18% | +892 | New |
| Greenhouse Wealth Management, LLC | 893 | $419.0K | 0.37% | 00.0% | Unchanged |
| AFS Financial Group, LLC | 894 | $419.3K | 0.27% | −56−5.9% | Reduced |