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 |
|---|---|---|---|---|---|
| New Republic Capital, LLC | 897 | $420.7K | 0.29% | +54+6.4% | Added |
| Wayfinding Financial, LLC | 919 | $421.0K | 0.29% | −25−2.6% | Reduced |
| Am Investment Strategies LLC | 897 | $421.0K | 0.13% | +897 | New |
| S. R. Schill & Associates | 899 | $421.6K | 0.19% | 00.0% | Unchanged |
| Alaethes Wealth LLC | 900 | $422.0K | 0.23% | +70+8.4% | Added |
| One + One Wealth Management, LLC | 900 | $422.1K | 0.27% | 00.0% | Unchanged |
| Greenwood Gearhart Inc | 902 | $423.0K | 0.05% | −4−0.4% | Reduced |
| Commerzbank Aktiengesellschaft | 909 | $426.0K | 0.02% | +209+29.9% | Added |
| Cedar Wealth Management, LLC | 909 | $426.3K | 0.16% | 00.0% | Unchanged |
| Cordatus Wealth Management LLC | 912 | $428.0K | 0.16% | +912 | New |
| TFB Advisors LLC | 914 | $428.6K | 0.19% | +110+13.7% | Added |
| Key Client Fiduciary Advisors, LLC | 914 | $428.6K | 0.25% | +4+0.4% | Added |
| O'Brien Greene & Co. Inc | 915 | $429.0K | 0.15% | −25−2.7% | Reduced |
| Fort, L.P. | 915 | $429.1K | 1.13% | −92−9.1% | Reduced |
| Missouri Trust & Investment Co | 919 | $431.0K | 0.24% | +145+18.7% | Added |
| First Affirmative Financial Network | 922 | $432.3K | 0.43% | +214+30.2% | Added |
| Avalon Trust Co | 928 | $435.2K | 0.04% | +605+187.3% | Added |
| Leisure Capital Management | 928 | $435.3K | 0.24% | −1,200−56.4% | Reduced |
| PRW Wealth Management LLC | 977 | $436.9K | 0.15% | +20+2.1% | Added |
| Cassia Capital Partners, LLC | 934 | $438.0K | 0.35% | −95−9.2% | Reduced |
| PCA Investment Advisory Services Inc. | 937 | $439.7K | 0.26% | +28+3.1% | Added |
| Avaii Wealth Management, LLC | 938 | $439.8K | 0.34% | +55+6.2% | Added |
| Centurion Wealth Management LLC | 941 | $441.3K | 0.21% | −1−0.1% | Reduced |
| Northstar Advisory Group, LLC | 943 | $442.2K | 0.29% | −1,670−63.9% | Reduced |
| Perennial Investment Advisors, LLC | 942 | $442.3K | 0.08% | +43+4.8% | Added |
| Two Sigma Securities, LLC | 944 | $442.7K | 0.04% | −189−16.7% | Reduced |
| Portland Global Advisors LLC | 944 | $443.0K | 0.07% | 00.0% | Unchanged |
| Paragon Private Wealth Management, LLC | 946 | $443.7K | 0.35% | 00.0% | Unchanged |
| RKL Wealth Management LLC | 947 | $443.9K | 0.05% | −31−3.2% | Reduced |
| Capital City Trust Co | 947 | $444.1K | 0.14% | 00.0% | Unchanged |
| Jacobsen Capital Management | 950 | $445.5K | 0.23% | +950 | New |
| Kavar Capital Partners Group, LLC | 951 | $446.0K | 0.10% | +231+32.1% | Added |
| Beacon Financial Group | 963 | $447.0K | 0.06% | +65+7.2% | Added |
| Plotkin Financial Advisors, LLC | 954 | $447.4K | 0.37% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 810 | $447.4K | 0.29% | +810 | New |
| Aberdeen Wealth Management LLC | 955 | $447.9K | 0.32% | 00.0% | Unchanged |
| Eaton Financial Holdings Company, LLC | 965 | $452.6K | 0.34% | +25+2.7% | Added |
| Mascoma Wealth Management LLC | 869 | $453.3K | 0.14% | −309−26.2% | Reduced |
| Seven Mile Advisory | 969 | $454.4K | 0.53% | +969 | New |
| Searle & Co. | 1,000 | $454.6K | 0.14% | 00.0% | Unchanged |
| Partners Capital Investment Group, LLP | 970 | $454.9K | 0.01% | +970 | New |
| Zuckerman Investment Group, LLC | 973 | $456.3K | 0.07% | −16−1.6% | Reduced |
| Aprio Wealth Management, LLC | 978 | $458.8K | 0.13% | −110−10.1% | Reduced |
| Stevard, LLC | 982 | $460.5K | 0.44% | +22+2.3% | Added |
| Beacon Financial Strategies CORP | 982 | $460.7K | 0.38% | 00.0% | Unchanged |
| Baron Silver Stevens Financial Advisors, LLC | 983 | $460.8K | 0.10% | +61+6.6% | Added |
| LaSalle St. Investment Advisors, LLC | 985 | $461.0K | 0.20% | −227−18.7% | Reduced |
| Advisors Preferred, LLC | 1,000 | $461.4K | 0.11% | −453−31.2% | Reduced |
| Tarbox Family Office, Inc. | 984 | $461.6K | 0.09% | −5−0.5% | Reduced |
| NBW Capital LLC | 985 | $461.8K | 0.11% | −7−0.7% | Reduced |
| Noesis Capital Mangement Corp | 994 | $466.2K | 0.11% | −60−5.7% | Reduced |
| Running Point Capital Advisors, LLC | 997 | $467.6K | 0.26% | +11+1.1% | Added |
| Family Firm, Inc. | 998 | $467.9K | 0.12% | +2+0.2% | Added |
| Rock Creek Group, LP | 998 | $468.0K | 0.07% | +288+40.6% | Added |
| Montgomery Investment Management Inc | 1,000 | $469.0K | 0.16% | 00.0% | Unchanged |
| Cacti Asset Management LLC | 1,000 | $469.0K | 0.04% | 00.0% | Unchanged |
| Mendel Capital Management LLC | 1,000 | $469.0K | 0.38% | 00.0% | Unchanged |
| Hemington Wealth Management | 1,002 | $469.0K | 0.19% | −45−4.3% | Reduced |
| Doheny Asset Management | 1,000 | $469.0K | 0.40% | 00.0% | Unchanged |
| Kapitalo Investimentos Ltda | 1,001 | $469.4K | 0.09% | +1,001 | New |
| Franklin Street Advisors Inc | 1,002 | $470.0K | 0.04% | +100+11.1% | Added |
| Portside Wealth Group, LLC | 1,003 | $470.4K | 0.09% | +1,003 | New |
| Private Ocean, LLC | 1,009 | $473.2K | 0.06% | 00.0% | Unchanged |
| Consolidated Planning Corp | 1,010 | $473.7K | 0.10% | +1,010 | New |
| Castle Rock Wealth Management, LLC | 1,019 | $474.5K | 0.16% | +1+0.1% | Added |
| Columbia Trust Co 01012016 | 1,013 | $475.1K | 0.27% | −25−2.4% | Reduced |
| Concorde Asset Management, LLC | 1,013 | $475.3K | 0.44% | +1,013 | New |
| CCM Investment Advisers LLC | 1,016 | $476.5K | 0.06% | −200−16.4% | Reduced |
| Donald L. Hagan, LLC | 1,020 | $478.4K | 0.27% | 00.0% | Unchanged |
| Alphadyne Asset Management LP | 1,020 | $478.4K | 1.46% | +1,020 | New |
| PFW Advisors LLC | 906 | $478.6K | 0.16% | +906 | New |
| Cheviot Value Management, LLC | 1,024 | $480.2K | 0.10% | 00.0% | Unchanged |
| Beacon Investment Advisors LLC | 1,024 | $480.2K | 0.33% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 1,028 | $482.1K | 0.26% | +25+2.5% | Added |
| Clear Street Markets LLC | 1,030 | $483.0K | 0.20% | −517−33.4% | Reduced |
| Callahan Advisors, LLC | 1,030 | $483.0K | 0.06% | +150+17.0% | Added |
| Trustmark National Bank Trust Department | 1,031 | $483.5K | 0.04% | −631−38.0% | Reduced |
| Zullo Investment Group, Inc. | 1,033 | $484.5K | 0.28% | +5+0.5% | Added |
| Vantage Financial Partners Ltd., Inc. | 1,035 | $485.4K | 0.27% | −50−4.6% | Reduced |
| Sandbox Financial Partners, LLC | 1,035 | $485.6K | 0.25% | −306−22.8% | Reduced |
| Azzad Asset Management Inc | 1,040 | $487.5K | 0.07% | −149−12.5% | Reduced |
| Gillespie Robinson & Grimm Inc | 1,040 | $487.7K | 0.05% | +35+3.5% | Added |
| Avion Wealth | 1,042 | $488.0K | 0.13% | +34+3.4% | Added |
| Capital Analysts, LLC | 1,045 | $490.0K | 0.03% | +703+205.6% | Added |
| Charter Oak Capital Management, LLC | 1,054 | $494.1K | 0.06% | +74+7.6% | Added |
| Innova Wealth Partners | 1,055 | $494.8K | 0.42% | −345−24.6% | Reduced |
| ASB Consultores, LLC | 1,056 | $495.2K | 0.24% | +137+14.9% | Added |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 1,056 | $495.2K | 0.09% | +1,056 | New |
| GEM Asset Management, LLC | 1,057 | $495.9K | 0.38% | 00.0% | Unchanged |
| Soltis Investment Advisors LLC | 1,063 | $498.5K | 0.06% | +78+7.9% | Added |
| TrueWealth Advisors, LLC | 1,063 | $498.6K | 0.20% | 00.0% | Unchanged |
| Retirement Income Solutions, Inc | 1,064 | $499.0K | 0.13% | 00.0% | Unchanged |
| Carson Advisory Inc. | 1,065 | $499.5K | 0.42% | −99−8.5% | Reduced |
| Roof Eidam & Maycock | 1,070 | $501.8K | 0.17% | 00.0% | Unchanged |
| Navis Wealth Advisors, LLC | 1,072 | $502.6K | 0.46% | +1+0.1% | Added |
| Financial Partners Group, Inc | 1,119 | $503.2K | 0.10% | −68−5.7% | Reduced |
| Pekin Hardy Strauss, Inc. | 1,077 | $505.1K | 0.08% | +254+30.9% | Added |
| Antonetti Capital Management LLC | 1,080 | $506.5K | 0.73% | −200−15.6% | Reduced |
| Regatta Capital Group, LLC | 1,081 | $507.0K | 0.16% | −132−10.9% | Reduced |
| Waterloo Capital, L.P. | 1,086 | $509.5K | 0.15% | +1,086 | New |