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 |
|---|---|---|---|---|---|
| Parametrica Management Ltd | 7,775 | $3.65M | 7.02% | −52−0.7% | Reduced |
| McKinley Carter Wealth Services, Inc. | 7,773 | $3.65M | 0.27% | +60+0.8% | Added |
| Plimoth Trust Co LLC | 7,764 | $3.64M | 1.09% | −135−1.7% | Reduced |
| Warren Averett Asset Management, LLC | 7,736 | $3.63M | 0.16% | −4,991−39.2% | Reduced |
| Whittier Trust Co of Nevada Inc | 7,723 | $3.62M | 0.12% | +843+12.3% | Added |
| Bensler, LLC | 7,714 | $3.62M | 0.69% | +1,267+19.7% | Added |
| Lynch & Associates | 7,709 | $3.62M | 0.93% | −348−4.3% | Reduced |
| Argus Investors' Counsel, Inc. | 7,708 | $3.62M | 2.51% | −971−11.2% | Reduced |
| Handelsinvest Investeringsforvaltning | 7,703 | $3.61M | 0.71% | +809+11.7% | Added |
| Smith, Moore & Co. | 7,674 | $3.60M | 0.46% | +1,353+21.4% | Added |
| Brooktree Capital Management | 7,674 | $3.60M | 2.74% | −579−7.0% | Reduced |
| Fiduciary Trust Co | 7,656 | $3.59M | 0.06% | +199+2.7% | Added |
| Steel Peak Wealth Management LLC | 7,645 | $3.59M | 0.21% | −104−1.3% | Reduced |
| First Nebraska Trust Co | 7,599 | $3.56M | 0.43% | −137−1.8% | Reduced |
| Pitcairn Co | 7,598 | $3.56M | 0.30% | −30.0% | Reduced |
| Lake Street Financial LLC | 7,593 | $3.56M | 0.63% | +117+1.6% | Added |
| Fiduciary Group LLC | 7,590 | $3.56M | 0.44% | −36−0.5% | Reduced |
| Chatham Capital Group, Inc. | 7,550 | $3.54M | 0.75% | −495−6.2% | Reduced |
| Bray Capital Advisors | 7,545 | $3.54M | 1.06% | 00.0% | Unchanged |
| Simmons Bank | 7,524 | $3.53M | 0.30% | +150+2.0% | Added |
| Curbstone Financial Management Corp | 7,520 | $3.53M | 0.84% | −526−6.5% | Reduced |
| DCF Advisers, LLC | 7,500 | $3.52M | 2.43% | −750−9.1% | Reduced |
| NBT Bank N A | 7,481 | $3.51M | 0.50% | −315−4.0% | Reduced |
| TCI Wealth Advisors, Inc. | 7,454 | $3.50M | 0.45% | +49+0.7% | Added |
| Jeppson Wealth Management, LLC | 7,423 | $3.48M | 1.51% | −296−3.8% | Reduced |
| Mission Wealth Management, LP | 7,416 | $3.48M | 0.13% | +312+4.4% | Added |
| First National Corp | 7,394 | $3.47M | 0.82% | −537−6.8% | Reduced |
| Richwood Investment Advisors, LLC | 7,388 | $3.46M | 3.38% | −269−3.5% | Reduced |
| Old North State Trust, LLC | 7,372 | $3.46M | 2.55% | −87−1.2% | Reduced |
| BOS Asset Management, LLC | 7,354 | $3.45M | 2.68% | −50−0.7% | Reduced |
| Trust Co of Vermont | 7,347 | $3.45M | 0.22% | −42−0.6% | Reduced |
| Confluence Wealth Services, Inc. | 7,331 | $3.44M | 0.73% | +527+7.7% | Added |
| Prelude Capital Management, LLC | 7,328 | $3.44M | 0.29% | +4,428+152.7% | Added |
| Mitchell McLeod Pugh & Williams Inc | 7,321 | $3.43M | 0.99% | −130−1.7% | Reduced |
| Mengis Capital Management, Inc. | 7,225 | $3.39M | 0.68% | +5+0.1% | Added |
| Meridian Wealth Advisors, LLC | 7,213 | $3.38M | 0.82% | +30.0% | Added |
| Boston Family Office LLC | 7,202 | $3.38M | 0.26% | 00.0% | Unchanged |
| Investment Partners, Ltd. | 7,170 | $3.36M | 1.75% | +7+0.1% | Added |
| Carret Asset Management, LLC | 7,157 | $3.36M | 0.45% | +40+0.6% | Added |
| Cyndeo Wealth Partners, LLC | 7,155 | $3.36M | 0.35% | +1,250+21.2% | Added |
| Legacy Private Trust Co. | 7,121 | $3.34M | 0.28% | −12,271−63.3% | Reduced |
| Bank of Hawaii | 7,103 | $3.33M | 0.18% | +191+2.8% | Added |
| Foundations Investment Advisors, LLC | 7,091 | $3.33M | 0.11% | +2,470+53.5% | Added |
| Brandywine Oak Private Wealth LLC | 7,082 | $3.32M | 0.37% | +30.0% | Added |
| Fragasso Group Inc. | 7,071 | $3.32M | 0.35% | +6,445+1,029.6% | Added |
| Tower Bridge Advisors | 7,041 | $3.30M | 0.30% | +1,049+17.5% | Added |
| Lowe Brockenbrough & Co Inc | 7,036 | $3.30M | 0.25% | −142−2.0% | Reduced |
| Wealth Alliance | 7,028 | $3.30M | 0.49% | +459+7.0% | Added |
| Graphene Investments SAS | 7,000 | $3.28M | 2.16% | −2,800−28.6% | Reduced |
| Carnegie Capital Asset Management, LLC | 6,984 | $3.28M | 0.12% | +1,197+20.7% | Added |
| Vision Capital Management, Inc. | 6,962 | $3.27M | 0.56% | −348−4.8% | Reduced |
| Redhawk Wealth Advisors, Inc. | 6,921 | $3.25M | 0.99% | +120+1.8% | Added |
| Cladis Investment Advisory, LLC | 6,917 | $3.24M | 2.82% | 00.0% | Unchanged |
| Cutter & CO Brokerage, Inc. | 6,913 | $3.24M | 0.96% | −28−0.4% | Reduced |
| IAM Advisory, LLC | 6,907 | $3.24M | 1.10% | +86+1.3% | Added |
| Massmutual Trust Co FSB | 6,872 | $3.22M | 0.12% | +514+8.1% | Added |
| Jump Financial, LLC | 6,870 | $3.22M | 0.12% | +4,270+164.2% | Added |
| Strategy Asset Managers LLC | 6,838 | $3.21M | 0.71% | +39+0.6% | Added |
| Pinnacle Bancorp, Inc. | 6,829 | $3.20M | 1.10% | −15−0.2% | Reduced |
| Harbour Investments, Inc. | 6,826 | $3.20M | 0.16% | +175+2.6% | Added |
| Marble Harbor Investment Counsel, LLC | 6,790 | $3.18M | 0.40% | −180−2.6% | Reduced |
| Oak Harvest Investment Services | 6,767 | $3.17M | 0.71% | −1,874−21.7% | Reduced |
| Ancora Advisors, LLC | 6,737 | $3.16M | 0.08% | +55+0.8% | Added |
| TownSquare Capital, LLC | 6,704 | $3.14M | 0.06% | +2,621+64.2% | Added |
| Institute for Wealth Management, LLC. | 6,689 | $3.14M | 0.56% | −24−0.4% | Reduced |
| Sawyer & Company, Inc | 6,685 | $3.13M | 1.43% | +11+0.2% | Added |
| Aft, Forsyth & Company, Inc. | 6,675 | $3.13M | 2.22% | −170−2.5% | Reduced |
| Waddell & Associates, LLC | 6,656 | $3.12M | 0.46% | +655+10.9% | Added |
| Freedom Day Solutions, LLC | 6,653 | $3.12M | 1.39% | −151−2.2% | Reduced |
| Van Hulzen Asset Management, LLC | 6,646 | $3.12M | 0.27% | +797+13.6% | Added |
| Summit Trail Advisors, LLC | 6,635 | $3.11M | 0.12% | +3,531+113.8% | Added |
| Global Wealth Management Investment Advisory, Inc. | 6,627 | $3.11M | 0.85% | +5,997+951.9% | Added |
| KLCM Advisors, Inc. | 6,538 | $3.07M | 0.60% | +309+5.0% | Added |
| Legato Capital Management LLC | 6,521 | $3.06M | 0.41% | 00.0% | Unchanged |
| PKO Investment Management Joint-Stock Co | 6,500 | $3.05M | 0.37% | −2,700−29.3% | Reduced |
| Humankind Investments LLC | 6,493 | $3.05M | 1.19% | +896+16.0% | Added |
| Highview Capital Management LLC | 6,468 | $3.03M | 1.63% | +21+0.3% | Added |
| Armstrong Advisory Group, Inc | 6,453 | $3.03M | 0.32% | −106−1.6% | Reduced |
| Haverford Trust Co | 6,445 | $3.02M | 0.03% | +364+6.0% | Added |
| RSM US Wealth Management LLC | 6,434 | $3.02M | 0.10% | +123+1.9% | Added |
| Venture Visionary Partners LLC | 6,428 | $3.01M | 0.18% | +289+4.7% | Added |
| Schechter Investment Advisors, LLC | 6,423 | $3.01M | 0.27% | +398+6.6% | Added |
| Canandaigua National Bank & Trust Co | 6,396 | $3.00M | 0.49% | −79−1.2% | Reduced |
| LJI Wealth Management, LLC | 145,547 | $3.00M | 0.87% | +139,347+2,247.5% | Added |
| Allen Investment Management LLC | 6,378 | $2.99M | 0.04% | 00.0% | Unchanged |
| Jackson Wealth Management, LLC | 6,352 | $2.98M | 0.44% | −166−2.5% | Reduced |
| Grey Street Capital, LLC | 6,350 | $2.98M | 1.58% | +6,350 | New |
| Wellington Shields Capital Management, LLC | 6,344 | $2.98M | 0.36% | −135−2.1% | Reduced |
| MidWestOne Financial Group, Inc. | 6,305 | $2.96M | 0.64% | −2,000−24.1% | Reduced |
| Beaumont Financial Advisors, LLC | 6,296 | $2.95M | 0.27% | +182+3.0% | Added |
| Proficio Capital Partners LLC | 6,265 | $2.94M | 0.40% | +62+1.0% | Added |
| First Financial Bank - Trust Division | 6,263 | $2.94M | 0.31% | −49−0.8% | Reduced |
| Compagnie Lombard Odier SCmA | 6,244 | $2.93M | 0.08% | +2,958+90.0% | Added |
| R.m.sincerbeaux Capital Management LLC | 6,200 | $2.91M | 1.99% | 00.0% | Unchanged |
| Mach-1 Financial Group, Inc. | 6,191 | $2.90M | 1.16% | +5,649+1,042.3% | Added |
| Simplify Asset Management Inc. | 6,189 | $2.90M | 0.53% | +752+13.8% | Added |
| EPG Wealth Management LLC | 6,154 | $2.89M | 0.85% | +136+2.3% | Added |
| Alpha DNA Investment Management LLC | 6,145 | $2.88M | 1.63% | −230−3.6% | Reduced |
| Boston Common Asset Management, LLC | 6,138 | $2.88M | 0.06% | +6,138 | New |
| Affinity Capital Advisors, LLC | 6,116 | $2.87M | 0.78% | +58+1.0% | Added |