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 |
|---|---|---|---|---|---|
| Quilter Plc | 4,720 | $4.68M | 0.19% | +742+18.7% | Added |
| Advisory Alpha, LLC | 9,966 | $4.67M | 0.24% | +35+0.4% | Added |
| J.W. Cole Advisors, Inc. | 9,954 | $4.67M | 0.33% | −2,283−18.7% | Reduced |
| Sanders Morris Harris LLC | 9,995 | $4.66M | 1.03% | +3,205+47.2% | Added |
| Daymark Wealth Partners, LLC | 9,899 | $4.64M | 0.34% | +3,965+66.8% | Added |
| Blue Fin Capital, Inc. | 9,815 | $4.60M | 1.31% | +42+0.4% | Added |
| Geneos Wealth Management Inc. | 9,790 | $4.59M | 0.24% | +1,642+20.2% | Added |
| Brown Shipley& Co Ltd | 9,790 | $4.59M | 1.88% | +975+11.1% | Added |
| AlphaStar Capital Management, LLC | 9,783 | $4.59M | 0.52% | −653−6.3% | Reduced |
| Icon Wealth Partners, LLC | 9,725 | $4.56M | 0.48% | −2,386−19.7% | Reduced |
| Americana Partners, LLC | 9,723 | $4.56M | 0.59% | +700+7.8% | Added |
| Washington Trust Bank | 9,682 | $4.54M | 0.46% | +1,882+24.1% | Added |
| PEAK6 Investments LLC | 9,671 | $4.54M | 0.39% | −8,064−45.5% | Reduced |
| Hantz Financial Services, Inc. | 9,650 | $4.53M | 0.11% | +267+2.8% | Added |
| Axxcess Wealth Management, LLC | 9,637 | $4.52M | 0.33% | −4,124−30.0% | Reduced |
| TRUE Private Wealth Advisors | 9,618 | $4.51M | 0.67% | −1,400−12.7% | Reduced |
| Quadrant Capital Group LLC | 9,618 | $4.51M | 0.45% | +347+3.7% | Added |
| Clarius Group, LLC | 9,602 | $4.50M | 0.35% | +541+6.0% | Added |
| Point72 Middle East FZE | 9,593 | $4.50M | 0.25% | +9,593 | New |
| Roman Butler Fullerton & Co | 9,882 | $4.48M | 2.06% | +554+5.9% | Added |
| Equitable Holdings, Inc. | 9,554 | $4.48M | 0.06% | +1,317+16.0% | Added |
| Crew Capital Management, Ltd. | 9,516 | $4.46M | 5.08% | −1,001−9.5% | Reduced |
| Wade G W & Inc | 9,483 | $4.45M | 0.16% | −906−8.7% | Reduced |
| Leonteq Securities AG | 9,468 | $4.44M | 0.45% | −2,198−18.8% | Reduced |
| Harbor Investment Advisory, LLC | 9,391 | $4.40M | 0.61% | −169−1.8% | Reduced |
| Strong Tower Advisory Services | 9,384 | $4.40M | 2.08% | +5+0.1% | Added |
| SageView Advisory Group, LLC | 9,377 | $4.40M | 0.24% | +1,107+13.4% | Added |
| Enterprise Bank & Trust Co | 9,360 | $4.39M | 1.68% | −293−3.0% | Reduced |
| Merit Financial Group, LLC | 9,324 | $4.37M | 0.14% | +1,624+21.1% | Added |
| North Star Investment Management Corp. | 9,323 | $4.37M | 0.35% | +55+0.6% | Added |
| Smithfield Trust Co | 9,314 | $4.37M | 0.26% | +147+1.6% | Added |
| Centre Asset Management, LLC | 9,289 | $4.36M | 0.96% | +301+3.3% | Added |
| Wedmont Private Capital | 9,671 | $4.35M | 0.47% | +735+8.2% | Added |
| Abbrea Capital, LLC | 9,261 | $4.34M | 0.67% | +172+1.9% | Added |
| American National Bank | 9,256 | $4.34M | 0.73% | −901−8.9% | Reduced |
| Abn Amro Investment Solutions | 9,222 | $4.32M | 0.09% | −554−5.7% | Reduced |
| Reynders McVeigh Capital Management, LLC | 9,194 | $4.31M | 0.28% | −22−0.2% | Reduced |
| Elgethun Capital Management | 9,166 | $4.29M | 1.29% | 00.0% | Unchanged |
| Winton Group Ltd | 9,149 | $4.29M | 0.36% | −4,384−32.4% | Reduced |
| Trust Asset Management LLC | 9,069 | $4.25M | 0.44% | 00.0% | Unchanged |
| Herold Advisors, Inc. | 9,068 | $4.25M | 1.30% | −83−0.9% | Reduced |
| Baldwin Investment Management, LLC | 9,020 | $4.23M | 0.70% | −800−8.1% | Reduced |
| Forum Financial Management, LP | 9,018 | $4.23M | 0.09% | −28−0.3% | Reduced |
| Everett Harris & Co | 8,913 | $4.18M | 0.06% | +233+2.7% | Added |
| Western Wealth Management, LLC | 8,907 | $4.18M | 0.36% | +512+6.1% | Added |
| Estabrook Capital Management | 8,885 | $4.17M | 0.69% | −805−8.3% | Reduced |
| Platte River Wealth Advisors, LLC | 8,880 | $4.16M | 1.46% | −375−4.1% | Reduced |
| Patton Fund Management, Inc. | 8,817 | $4.13M | 1.21% | +4,435+101.2% | Added |
| First Hawaiian Bank | 8,738 | $4.10M | 0.13% | −284−3.1% | Reduced |
| Prairie Sky Financial Group LLC | 8,737 | $4.10M | 2.78% | +8,737 | New |
| Equitable Trust Co | 8,725 | $4.09M | 0.31% | −215−2.4% | Reduced |
| Compass Wealth Management LLC | 8,700 | $4.08M | 1.23% | −125−1.4% | Reduced |
| Hodges Capital Management Inc. | 0 | $4.08M | 0.24% | −11,158−100.0% | Reduced |
| Duff & Phelps Investment Management Co | 8,598 | $4.03M | 0.05% | 00.0% | Unchanged |
| Rothschild Investment Corp | 8,595 | $4.03M | 0.34% | +285+3.4% | Added |
| FRG Family Wealth Advisors LLC | 8,588 | $4.03M | 0.88% | −35−0.4% | Reduced |
| Kingfisher Capital LLC | 8,572 | $4.02M | 1.05% | −637−6.9% | Reduced |
| Crawford Investment Counsel Inc | 8,572 | $4.02M | 0.08% | +923+12.1% | Added |
| Investors Asset Management of Georgia Inc | 8,524 | $4.00M | 2.06% | −1,510−15.0% | Reduced |
| Brighton Jones LLC | 8,521 | $4.00M | 0.20% | −55−0.6% | Reduced |
| Texas Yale Capital Corp. | 8,498 | $3.99M | 0.19% | −111−1.3% | Reduced |
| S&CO Inc | 8,495 | $3.98M | 0.32% | −35−0.4% | Reduced |
| Woodstock Corp | 8,480 | $3.98M | 0.47% | +20.0% | Added |
| Douglass Winthrop Advisors, LLC | 8,427 | $3.95M | 0.09% | −20−0.2% | Reduced |
| Ingalls & Snyder LLC | 8,351 | $3.92M | 0.19% | −3,303−28.3% | Reduced |
| Howard Capital Management Inc. | 8,303 | $3.89M | 0.53% | +3,687+79.9% | Added |
| Altfest L J & Co Inc | 8,266 | $3.88M | 0.58% | −47−0.6% | Reduced |
| Quantbot Technologies LP | 8,253 | $3.87M | 0.25% | −268−3.1% | Reduced |
| Zions Bancorporation, N.A. | 8,246 | $3.87M | 0.33% | −144−1.7% | Reduced |
| Mather Group, LLC. | 8,240 | $3.86M | 0.06% | +657+8.7% | Added |
| Asset Dedication, LLC | 8,290 | $3.86M | 0.33% | +680+8.9% | Added |
| We Are One Seven, LLC | 8,190 | $3.84M | 0.35% | +299+3.8% | Added |
| Linden Thomas Advisory Services, LLC | 8,160 | $3.83M | 0.85% | +464+6.0% | Added |
| Moran Wealth Management, LLC | 8,148 | $3.82M | 0.14% | −5,613−40.8% | Reduced |
| Tocqueville Asset Management L.P. | 8,135 | $3.82M | 0.07% | +113+1.4% | Added |
| Abner Herrman & Brock LLC | 8,102 | $3.80M | 0.56% | +72+0.9% | Added |
| Deltec Asset Management LLC | 8,100 | $3.80M | 0.83% | 00.0% | Unchanged |
| Moneta Group Investment Advisors LLC | 8,098 | $3.80M | 0.08% | −326−3.9% | Reduced |
| Alcosta Capital Management, Inc. | 8,071 | $3.79M | 3.07% | −16−0.2% | Reduced |
| Schear Investment Advisers, LLC | 8,043 | $3.77M | 3.99% | +213+2.7% | Added |
| Marshall & Sullivan Inc | 8,006 | $3.75M | 2.10% | +6+0.1% | Added |
| West Oak Capital, LLC | 7,992 | $3.75M | 1.82% | −432−5.1% | Reduced |
| Pacific Global Investment Management CO | 7,983 | $3.74M | 0.77% | −59−0.7% | Reduced |
| Qtron Investments LLC | 7,949 | $3.73M | 0.71% | +1,005+14.5% | Added |
| Northcape Wealth Management, LLC | 7,936 | $3.72M | 1.34% | −15−0.2% | Reduced |
| Jones Financial Companies LLLP | 7,932 | $3.72M | 0.01% | −196−2.4% | Reduced |
| RMB Capital Management, LLC | 7,927 | $3.72M | 0.12% | −98−1.2% | Reduced |
| Wescott Financial Advisory Group, LLC | 7,917 | $3.71M | 0.66% | +7,917 | New |
| Level Four Advisory Services, LLC | 7,901 | $3.71M | 0.22% | +707+9.8% | Added |
| Signet Investment Advisory Group, Inc. | 7,887 | $3.70M | 2.44% | −423−5.1% | Reduced |
| Next Century Growth Investors LLC | 7,870 | $3.69M | 0.36% | +754+10.6% | Added |
| Horizon Investments, LLC | 7,850 | $3.67M | 0.11% | +1,637+26.3% | Added |
| Aldebaran Capital, LLC | 7,833 | $3.67M | 3.77% | 00.0% | Unchanged |
| Exencial Wealth Advisors, LLC | 7,824 | $3.67M | 0.17% | +38+0.5% | Added |
| Van Leeuwen & Company, LLC | 7,950 | $3.67M | 2.30% | −1,252−13.6% | Reduced |
| Bank Hapoalim BM | 7,809 | $3.66M | 0.52% | −1,245−13.8% | Reduced |
| Biechele Royce Advisors | 7,788 | $3.65M | 1.27% | −438−5.3% | Reduced |
| U.S. Capital Wealth Advisors, LLC | 7,780 | $3.65M | 0.17% | +713+10.1% | Added |
| Columbia Asset Management | 7,778 | $3.65M | 0.78% | +3,389+77.2% | Added |
| Harvest Fund Management Co., Ltd | 7,789 | $3.65M | 0.73% | +1,062+15.8% | Added |