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 |
|---|---|---|---|---|---|
| Wealth Quarterback LLC | 1,295 | $607.4K | 0.42% | −64−4.7% | Reduced |
| Hanseatic Management Services Inc | 1,297 | $608.0K | 1.12% | +1,187+1,079.1% | Added |
| Lee Financial Co | 1,297 | $608.3K | 0.11% | +306+30.9% | Added |
| Provident Wealth Management, LLC | 1,300 | $609.7K | 0.30% | +4+0.3% | Added |
| Global Trust Asset Management, LLC | 1,302 | $610.6K | 0.27% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 1,302 | $611.0K | 0.09% | +617+90.1% | Added |
| CKW Financial Group | 1,302 | $611.0K | 0.09% | +700+116.3% | Added |
| Jackson Hole Capital Partners, LLC | 1,303 | $611.3K | 0.17% | −48−3.6% | Reduced |
| Exchange Bank | 1,304 | $611.5K | 0.59% | +1,304 | New |
| Klingman & Associates, LLC | 1,305 | $612.0K | 0.05% | +216+19.8% | Added |
| First Commonwealth Financial Corp | 1,308 | $613.4K | 0.20% | 00.0% | Unchanged |
| Zhang Financial LLC | 1,308 | $613.4K | 0.06% | −18−1.4% | Reduced |
| Hamilton Capital, LLC | 1,309 | $614.1K | 0.04% | −58−4.2% | Reduced |
| Twin Focus Capital Partners, LLC | 1,313 | $615.8K | 0.12% | +123+10.3% | Added |
| LifePro Asset Management | 1,317 | $617.7K | 0.48% | −724−35.5% | Reduced |
| McAdam, LLC | 1,318 | $618.0K | 0.05% | +390+42.0% | Added |
| Delphia (USA) Inc. | 1,319 | $618.7K | 0.98% | −105−7.4% | Reduced |
| Wealth Effects LLC | 1,320 | $619.0K | 0.27% | +10+0.8% | Added |
| Calton & Associates, Inc. | 1,320 | $619.1K | 0.29% | +131+11.0% | Added |
| Arrowroot Family Office, LLC | 1,321 | $619.4K | 0.47% | +2+0.2% | Added |
| RFP Financial Group LLC | 1,321 | $619.6K | 0.25% | +258+24.3% | Added |
| Monterey Private Wealth, Inc. | 1,322 | $620.0K | 0.30% | −698−34.6% | Reduced |
| MainStreet Investment Advisors LLC | 1,322 | $620.0K | 0.07% | −28−2.1% | Reduced |
| Garden State Investment Advisory Services LLC | 1,322 | $620.3K | 0.27% | +1,322 | New |
| Edgemoor Investment Advisors, Inc. | 1,328 | $622.9K | 0.07% | 00.0% | Unchanged |
| Pettee Investors, Inc. | 1,330 | $623.7K | 0.28% | 00.0% | Unchanged |
| Waypoint Capital Advisors, LLC | 1,333 | $625.2K | 0.20% | +10+0.8% | Added |
| Mark Stevens | 1,334 | $625.6K | 0.08% | −47−3.4% | Reduced |
| Orion Capital Management LLC | 1,334 | $625.6K | 0.41% | 00.0% | Unchanged |
| Kennedy Investment Group | 1,336 | $626.7K | 0.37% | −5−0.4% | Reduced |
| Green Alpha Advisors, LLC | 1,341 | $628.9K | 0.41% | 00.0% | Unchanged |
| Flaharty Asset Management, LLC | 1,344 | $630.5K | 0.11% | −24−1.8% | Reduced |
| Dock Street Asset Management Inc | 1,345 | $630.8K | 0.11% | 00.0% | Unchanged |
| WSFS Capital Management, LLC | 1,345 | $630.8K | 0.06% | +235+21.2% | Added |
| Phillips Financial Management, LLC | 1,346 | $631.3K | 0.06% | +446+49.6% | Added |
| Mayfair Advisory Group, LLC | 1,397 | $631.6K | 0.63% | 00.0% | Unchanged |
| TrinityPoint Wealth, LLC | 1,349 | $632.5K | 0.12% | +109+8.8% | Added |
| Plante Moran Financial Advisors, LLC | 1,350 | $633.1K | 0.07% | −8−0.6% | Reduced |
| Riverstone Advisors, LLC | 1,350 | $633.1K | 0.38% | 00.0% | Unchanged |
| Founders Financial Securities LLC | 1,353 | $634.6K | 0.08% | −512−27.5% | Reduced |
| WealthPLAN Partners, LLC | 1,354 | $635.0K | 0.09% | −190−12.3% | Reduced |
| Kanawha Capital Management LLC | 1,360 | $637.8K | 0.06% | +9+0.7% | Added |
| Prentice Wealth Management LLC | 1,361 | $638.3K | 0.29% | −155−10.2% | Reduced |
| Ellis Investment Partners, LLC | 1,370 | $642.7K | 0.16% | +359+35.5% | Added |
| Wilkins Investment Counsel Inc | 1,370 | $643.0K | 0.17% | −180−11.6% | Reduced |
| Stony Point Wealth Management Inc. | 1,372 | $643.6K | 0.32% | −47−3.3% | Reduced |
| Green Harvest Asset Management LLC | 1,374 | $644.4K | 0.02% | −106−7.2% | Reduced |
| Wambolt & Associates, LLC | 1,375 | $644.7K | 0.23% | +25+1.9% | Added |
| Gables Capital Management Inc. | 1,379 | $646.7K | 0.42% | 00.0% | Unchanged |
| Newman Dignan & Sheerar, Inc. | 1,380 | $647.2K | 0.20% | 00.0% | Unchanged |
| TBH Global Asset Management, LLC | 1,380 | $647.3K | 0.13% | +217+18.7% | Added |
| Concord Asset Management, LLC | 1,382 | $648.3K | 0.23% | +174+14.4% | Added |
| LS Investment Advisors, LLC | 1,385 | $649.5K | 0.11% | 00.0% | Unchanged |
| Tevis Investment Management | 1,388 | $651.0K | 0.64% | −91−6.2% | Reduced |
| PPS&V Asset Management Consultants, Inc. | 1,392 | $652.9K | 0.53% | +56+4.2% | Added |
| McRae Capital Management Inc | 1,396 | $654.7K | 0.19% | −50−3.5% | Reduced |
| Convergence Investment Partners, LLC | 1,401 | $657.0K | 0.38% | −52−3.6% | Reduced |
| Cutler Group LP | 1,402 | $657.0K | 0.16% | +1,402 | New |
| DeDora Capital, Inc. | 1,402 | $657.5K | 0.25% | +685+95.5% | Added |
| Cantor Fitzgerald, L. P. | 1,404 | $658.4K | 0.02% | +638+83.3% | Added |
| Almanack Investment Partners, LLC. | 1,404 | $658.5K | 0.12% | +302+27.4% | Added |
| FinTrust Capital Advisors, LLC | 1,801 | $659.0K | 0.16% | 00.0% | Unchanged |
| Main Street Financial Solutions, LLC | 1,406 | $659.2K | 0.09% | −408−22.5% | Reduced |
| Fortis Capital Advisors, LLC | 1,407 | $659.9K | 0.39% | +539+62.1% | Added |
| Front Row Advisors LLC | 1,408 | $660.0K | 0.29% | 00.0% | Unchanged |
| Mark Sheptoff Financial Planning, LLC | 1,409 | $660.8K | 0.38% | 00.0% | Unchanged |
| Summit Financial Strategies, Inc. | 1,412 | $662.4K | 0.12% | −348−19.8% | Reduced |
| Raab & Moskowitz Asset Management LLC | 1,415 | $663.6K | 0.23% | +22+1.6% | Added |
| Opus Capital Group, LLC | 1,416 | $664.0K | 0.11% | +19+1.4% | Added |
| Global Financial Private Client, LLC | 1,439 | $664.4K | 0.33% | 00.0% | Unchanged |
| Capital Planning Advisors, LLC | 1,418 | $665.0K | 0.13% | −8−0.6% | Reduced |
| Claro Advisors LLC | 1,419 | $665.3K | 0.17% | +70+5.2% | Added |
| Summit Asset Management, LLC | 1,419 | $665.5K | 0.18% | −42−2.9% | Reduced |
| Circle Wealth Management, LLC | 1,419 | $665.5K | 0.09% | −102−6.7% | Reduced |
| Prosperity Financial Group, Inc. | 1,424 | $667.8K | 0.59% | +79+5.9% | Added |
| Granite FO LLC | 1,425 | $668.3K | 0.46% | −3,275−69.7% | Reduced |
| First Command Bank | 1,432 | $671.6K | 0.06% | −294−17.0% | Reduced |
| First Command Financial Services, Inc. | 1,432 | $671.6K | 0.06% | −294−17.0% | Reduced |
| Reliant Investment Management, LLC | 1,432 | $671.6K | 0.39% | 00.0% | Unchanged |
| McLean Asset Management Corp | 1,439 | $675.1K | 0.26% | +26+1.8% | Added |
| Advus Financial Partners, LLC | 1,442 | $676.5K | 0.26% | +211+17.1% | Added |
| Wedge Capital Management L L P | 1,445 | $677.7K | 0.01% | −36−2.4% | Reduced |
| Wrapmanager Inc | 1,448 | $679.1K | 0.21% | −39−2.6% | Reduced |
| Foster Group, Inc. | 1,449 | $679.6K | 0.04% | +294+25.5% | Added |
| Pointe Capital Management LLC | 1,453 | $681.4K | 0.51% | 00.0% | Unchanged |
| Traphagen Investment Advisors LLC | 1,458 | $683.8K | 0.09% | +277+23.5% | Added |
| Lathrop Investment Management Corp | 1,458 | $684.0K | 0.14% | +22+1.5% | Added |
| Norman Fields, Gottscho Capital Management, LLC | 1,460 | $685.0K | 0.29% | 00.0% | Unchanged |
| Burns Matteson Capital Management, LLC | 1,471 | $689.9K | 0.42% | +37+2.6% | Added |
| World Equity Group, Inc. | 1,474 | $691.3K | 0.20% | +1,474 | New |
| Hudson Value Partners, LLC | 1,475 | $691.7K | 0.35% | −160−9.8% | Reduced |
| Heritage Wealth Advisors | 1,482 | $695.0K | 0.04% | 00.0% | Unchanged |
| Whalerock Point Partners, LLC | 1,483 | $695.5K | 0.24% | +89+6.4% | Added |
| SignalPoint Asset Management, LLC | 1,491 | $699.1K | 0.21% | +1+0.1% | Added |
| Hill Investment Group Partners, LLC | 1,493 | $700.2K | 0.13% | 00.0% | Unchanged |
| Amarillo National Bank | 1,496 | $701.6K | 0.14% | −8−0.5% | Reduced |
| Verus Capital Partners, LLC | 1,503 | $704.9K | 0.10% | +321+27.2% | Added |
| Cornell Pochily Investment Advisors, Inc. | 1,504 | $705.5K | 0.29% | 00.0% | Unchanged |
| Threadgill Financial, LLC | 1,547 | $709.6K | 0.81% | +22+1.4% | Added |
| Driehaus Capital Management LLC | 1,522 | $713.8K | 0.01% | +1,522 | New |