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 |
|---|---|---|---|---|---|
| M. Kraus & Co | 1,088 | $510.3K | 0.17% | −5−0.5% | Reduced |
| Strategic Advisors LLC | 1,089 | $510.9K | 0.10% | +73+7.2% | Added |
| Foster & Motley Inc | 1,091 | $512.0K | 0.04% | +1,091 | New |
| Hoxton Planning & Management, LLC | 1,092 | $512.1K | 0.32% | −60−5.2% | Reduced |
| Stillwater Capital Advisors, LLC | 1,094 | $513.0K | 0.09% | 00.0% | Unchanged |
| Ritter Daniher Financial Advisory LLC | 1,094 | $513.1K | 0.21% | +150+15.9% | Added |
| Eagle Strategies LLC | 1,094 | $513.4K | 0.12% | +37+3.5% | Added |
| JSF Financial, LLC | 1,097 | $514.4K | 0.18% | +95+9.5% | Added |
| McDonald Partners LLC | 1,100 | $515.9K | 0.16% | −25−2.2% | Reduced |
| Wealth Architects, LLC | 1,103 | $517.3K | 0.09% | −165−13.0% | Reduced |
| Quantum Financial Advisors, LLC | 1,108 | $519.6K | 0.15% | 00.0% | Unchanged |
| Lantz Financial LLC | 1,110 | $520.5K | 0.20% | +94+9.3% | Added |
| Cora Capital Advisors LLC | 1,110 | $520.7K | 0.35% | +154+16.1% | Added |
| Barrett & Company, Inc. | 1,113 | $522.2K | 0.30% | +2+0.2% | Added |
| Elevated Capital Advisors, LLC | 1,117 | $523.9K | 0.17% | +59+5.6% | Added |
| Security Financial Services, INC. | 1,120 | $525.3K | 0.15% | −1,172−51.1% | Reduced |
| Beacon Capital Management, LLC | 1,121 | $525.8K | 0.14% | +160+16.6% | Added |
| Triad Financial Advisors, Inc. | 1,123 | $526.7K | 0.22% | −54−4.6% | Reduced |
| LWMG, LLC | 1,126 | $528.0K | 0.15% | −15−1.3% | Reduced |
| Legacy Trust | 1,126 | $528.1K | 0.15% | −19−1.7% | Reduced |
| Albion Financial Group | 1,126 | $528.1K | 0.05% | +102+10.0% | Added |
| NWF Advisory Services Inc. | 1,128 | $529.2K | 0.12% | 00.0% | Unchanged |
| Financial Advisory Group | 1,130 | $529.9K | 0.10% | 00.0% | Unchanged |
| Iowa State Bank | 1,130 | $529.9K | 0.13% | 00.0% | Unchanged |
| Mount Vernon Associates Inc | 1,130 | $530.0K | 0.56% | −24−2.1% | Reduced |
| Aurora Investment Managers, LLC. | 1,130 | $530.0K | 0.40% | 00.0% | Unchanged |
| FSM Wealth Advisors, LLC | 1,208 | $530.8K | 0.27% | +244+25.3% | Added |
| Parnassus Investments | 1,133 | $531.4K | 0.00% | +102+9.9% | Added |
| Auxano Advisors, LLC | 1,553 | $533.3K | 0.21% | 00.0% | Unchanged |
| Janney Capital Management LLC | 1,139 | $534.0K | 0.04% | 00.0% | Unchanged |
| Black Diamond Financial, LLC | 1,145 | $536.9K | 0.16% | 00.0% | Unchanged |
| American Trust Investment Advisors, LLC | 1,148 | $538.4K | 0.30% | +15+1.3% | Added |
| Sterling Investment Counsel, LLC | 1,150 | $539.3K | 0.29% | 00.0% | Unchanged |
| Fingerlakes Wealth Management, Inc. | 1,155 | $541.9K | 0.62% | +2+0.2% | Added |
| BEAM Asset Management, LLC | 1,157 | $542.7K | 0.38% | +25+2.2% | Added |
| Revolve Wealth Partners, LLC | 1,159 | $543.5K | 0.13% | +147+14.5% | Added |
| Resources Management Corp | 1,161 | $544.0K | 0.08% | +929+400.4% | Added |
| Northstar Group, Inc. | 1,160 | $544.0K | 0.13% | −100−7.9% | Reduced |
| Clear Creek Financial Management, LLC | 1,161 | $544.6K | 0.09% | −69−5.6% | Reduced |
| Tradition Wealth Management, LLC | 1,162 | $545.0K | 0.06% | −69−5.6% | Reduced |
| Salvus Wealth Management, LLC | 1,162 | $545.1K | 0.42% | +12+1.0% | Added |
| Widmann Financial Services, Inc. | 1,164 | $545.9K | 0.52% | −50−4.1% | Reduced |
| Cooper Financial Group | 1,164 | $546.1K | 0.14% | +184+18.8% | Added |
| First United Bank Trust | 1,170 | $548.7K | 0.24% | +25+2.2% | Added |
| Peak Planning Group, LLC | 1,176 | $551.4K | 0.41% | 00.0% | Unchanged |
| Monarch Capital Management Inc | 1,176 | $551.5K | 0.17% | 00.0% | Unchanged |
| Signature Wealth Management Group | 1,178 | $552.5K | 0.26% | +386+48.7% | Added |
| Delta Investment Management, LLC | 1,183 | $554.8K | 0.15% | −3−0.3% | Reduced |
| Latitude Advisors, LLC | 1,184 | $555.5K | 0.39% | +348+41.6% | Added |
| Relative Value Partners Group, LLC | 1,186 | $556.2K | 0.04% | 00.0% | Unchanged |
| Diametric Capital, LP | 1,188 | $557.1K | 0.25% | +1,188 | New |
| Smith Chas P & Associates Pa Cpas | 1,191 | $559.0K | 0.04% | +125+11.7% | Added |
| Exchange Capital Management, Inc. | 1,193 | $559.3K | 0.10% | +92+8.4% | Added |
| Divergent Wealth Advisors, LLC | 1,197 | $561.2K | 0.12% | +3+0.3% | Added |
| CoreFirst Bank & Trust | 1,200 | $562.8K | 0.40% | 00.0% | Unchanged |
| Dantai Capital Ltd | 1,200 | $562.8K | 0.90% | +1,200 | New |
| Peloton Wealth Strategists | 1,204 | $565.0K | 0.25% | +1+0.1% | Added |
| 1776 Wealth LLC | 1,206 | $565.6K | 0.30% | +1,206 | New |
| Successful Portfolios LLC | 1,209 | $567.0K | 0.49% | −135−10.0% | Reduced |
| Evanson Asset Management, LLC | 1,211 | $567.9K | 0.05% | +240+24.7% | Added |
| Talisman Wealth Advisors LLC | 1,212 | $568.5K | 0.97% | +10+0.8% | Added |
| Glassman Wealth Services | 1,213 | $568.9K | 0.09% | +69+6.0% | Added |
| Segment Wealth Management, LLC | 1,213 | $568.9K | 0.06% | +105+9.5% | Added |
| Arbor Trust Wealth Advisors, LLC | 1,216 | $570.3K | 0.36% | +10+0.8% | Added |
| Liberty Wealth Management LLC | 1,217 | $570.8K | 0.14% | −27−2.2% | Reduced |
| Aviance Capital Partners, LLC | 1,222 | $572.9K | 0.12% | +176+16.8% | Added |
| Godsey & Gibb Associates | 1,222 | $573.1K | 0.07% | −53−4.2% | Reduced |
| Jackson Creek Investment Advisors LLC | 1,224 | $574.0K | 0.23% | −449−26.8% | Reduced |
| PBMares Wealth Management LLC | 1,224 | $574.0K | 0.21% | 00.0% | Unchanged |
| Pegasus Partners Ltd. | 1,233 | $578.3K | 0.09% | −88−6.7% | Reduced |
| Transamerica Financial Advisors, Inc. | 1,239 | $581.0K | 0.08% | +1,212+4,488.9% | Added |
| Renaissance Investment Group LLC | 1,240 | $581.5K | 0.15% | +40+3.3% | Added |
| Xcel Wealth Management, LLC | 1,242 | $582.5K | 0.18% | +202+19.4% | Added |
| Amplius Wealth Advisors, LLC | 1,243 | $582.9K | 0.08% | +124+11.1% | Added |
| Silverlake Wealth Management LLC | 1,244 | $583.5K | 0.32% | −54−4.2% | Reduced |
| Relaxing Retirement Coach | 1,245 | $583.9K | 0.18% | +157+14.4% | Added |
| First National Bank Sioux Falls | 1,247 | $584.8K | 0.37% | 00.0% | Unchanged |
| Clearwater Capital Advisors, LLC | 1,247 | $584.8K | 0.07% | +10+0.8% | Added |
| Bank of New Hampshire | 1,248 | $585.3K | 0.17% | +4+0.3% | Added |
| Richard W. Paul & Associates, LLC | 1,249 | $585.6K | 0.26% | +1+0.1% | Added |
| Optas, LLC | 1,249 | $585.8K | 0.20% | +66+5.6% | Added |
| Miller Investment Management, LP | 1,250 | $586.2K | 0.09% | 00.0% | Unchanged |
| MBA Advisors LLC | 1,252 | $587.2K | 0.35% | 00.0% | Unchanged |
| Tilia Fiduciary Partners, Inc. | 1,254 | $587.9K | 0.53% | +12+1.0% | Added |
| Total Clarity Wealth Management, Inc. | 1,254 | $588.3K | 0.29% | +217+20.9% | Added |
| HCR Wealth Advisors | 1,259 | $590.3K | 0.11% | −45−3.5% | Reduced |
| Hummer Financial Advisory Services Inc | 1,259 | $590.4K | 0.58% | 00.0% | Unchanged |
| Bridgeworth, LLC | 1,262 | $591.6K | 0.07% | +187+17.4% | Added |
| Altrius Capital Management Inc | 1,263 | $592.3K | 0.18% | −63−4.8% | Reduced |
| Hallmark Capital Management Inc | 1,263 | $592.3K | 0.05% | −6−0.5% | Reduced |
| FLC Capital Advisors | 1,268 | $594.7K | 0.17% | −10−0.8% | Reduced |
| Valley Brook Capital Group | 1,271 | $596.1K | 0.55% | −230−15.3% | Reduced |
| Excalibur Management Corp | 1,271 | $596.1K | 0.30% | +9+0.7% | Added |
| Baldwin Brothers Inc | 1,272 | $596.5K | 0.05% | −25−1.9% | Reduced |
| Five Oceans Advisors | 1,280 | $600.3K | 0.39% | +111+9.5% | Added |
| Washington Trust Advisors, Inc. | 1,281 | $600.7K | 0.06% | +17+1.3% | Added |
| MBL Wealth, LLC | 1,281 | $600.8K | 0.08% | +402+45.7% | Added |
| S.A. Mason LLC | 1,751 | $601.3K | 0.44% | 00.0% | Unchanged |
| AlphaMark Advisors, LLC | 1,284 | $602.0K | 0.28% | −15−1.2% | Reduced |
| Wimmer Associates 1, LLC | 1,285 | $602.6K | 0.36% | 00.0% | Unchanged |