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
- 2,818
- +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
- 1,074 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 |
|---|---|---|---|---|---|
| Draper Asset Management, LLC | 6,108 | $2.86M | 2.87% | +1,369+28.9% | Added |
| Allen Mooney & Barnes Investment Advisors LLC | 6,107 | $2.86M | 0.63% | +396+6.9% | Added |
| Chicago Trust Co NA | 6,076 | $2.85M | 0.68% | −48−0.8% | Reduced |
| ZWJ Investment Counsel Inc | 6,058 | $2.84M | 0.15% | −150−2.4% | Reduced |
| Cullinan Associates Inc | 6,038 | $2.83M | 0.16% | −100−1.6% | Reduced |
| Forum Private Client Group LLC | 6,032 | $2.83M | 1.62% | +916+17.9% | Added |
| Oxler Private Wealth LLC | 6,028 | $2.83M | 1.35% | −22−0.4% | Reduced |
| First Business Financial Services, Inc. | 6,016 | $2.82M | 0.35% | +38+0.6% | Added |
| NorthCrest Asset Manangement, LLC | 6,014 | $2.82M | 0.11% | +2,031+51.0% | Added |
| Appleton Partners Inc | 5,996 | $2.81M | 0.24% | −70−1.2% | Reduced |
| Hudson Canyon Capital Management | 5,992 | $2.81M | 2.22% | −190−3.1% | Reduced |
| Davis R M Inc | 5,969 | $2.80M | 0.07% | −12−0.2% | Reduced |
| NVWM, LLC | 5,947 | $2.79M | 0.91% | −513−7.9% | Reduced |
| Hamilton Point Investment Advisors, LLC | 5,945 | $2.79M | 0.67% | +805+15.7% | Added |
| StoneX Group Inc. | 5,942 | $2.79M | 0.29% | +286+5.1% | Added |
| Romano Brothers and Company | 5,941 | $2.79M | 0.42% | +65+1.1% | Added |
| Endurance Wealth Management, Inc. | 5,914 | $2.77M | 0.38% | +3,000+103.0% | Added |
| Carl P. Sherr & Co., LLC | 5,893 | $2.76M | 1.81% | 00.0% | Unchanged |
| Howland Capital Management LLC | 5,825 | $2.73M | 0.16% | +5+0.1% | Added |
| Northwest Bancshares, Inc. | 5,813 | $2.73M | 0.49% | −119−2.0% | Reduced |
| Hurlow Wealth Management Group, Inc. | 5,786 | $2.71M | 1.16% | +8+0.1% | Added |
| Graypoint LLC | 5,765 | $2.70M | 0.27% | +834+16.9% | Added |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 5,757 | $2.70M | 0.65% | −140−2.4% | Reduced |
| Bard Financial Services, Inc. | 5,750 | $2.70M | 0.21% | +100+1.8% | Added |
| NEIRG Wealth Management, LLC | 5,720 | $2.68M | 0.49% | −683−10.7% | Reduced |
| Verdence Capital Advisors LLC | 5,715 | $2.68M | 0.31% | −84−1.4% | Reduced |
| Consolidated Portfolio Review Corp | 5,710 | $2.68M | 0.64% | +4,796+524.7% | Added |
| Telos Capital Management, Inc. | 5,701 | $2.67M | 0.36% | −159−2.7% | Reduced |
| Kirr Marbach & Co LLC | 5,694 | $2.67M | 0.74% | 00.0% | Unchanged |
| JT Stratford LLC | 5,681 | $2.66M | 0.72% | +1,101+24.0% | Added |
| Parthenon LLC | 5,667 | $2.66M | 0.38% | 00.0% | Unchanged |
| Principle Wealth Partners LLC | 5,641 | $2.65M | 0.27% | +39+0.7% | Added |
| DFPG Investments, LLC | 5,831 | $2.64M | 0.24% | +399+7.3% | Added |
| Market Street Wealth Management Advisors LLC | 5,626 | $2.64M | 0.67% | +10.0% | Added |
| Wealthcare Advisory Partners LLC | 5,621 | $2.64M | 0.12% | +10+0.2% | Added |
| First Citizens Financial Corp | 5,617 | $2.63M | 1.79% | +5,617 | New |
| United Asset Strategies, Inc. | 5,614 | $2.63M | 0.33% | +1,751+45.3% | Added |
| Sym Financial Corp | 5,602 | $2.63M | 0.53% | −221−3.8% | Reduced |
| David R. Rahn & Associates Inc. | 5,600 | $2.63M | 1.23% | 00.0% | Unchanged |
| InterOcean Capital Group, LLC | 5,569 | $2.61M | 0.08% | +137+2.5% | Added |
| Sabal Trust CO | 5,549 | $2.60M | 0.17% | +262+5.0% | Added |
| Marshall Financial Group LLC | 5,533 | $2.60M | 0.88% | −29−0.5% | Reduced |
| Decatur Capital Management, Inc. | 5,530 | $2.59M | 1.77% | +5,530 | New |
| Heartland Bank & Trust Co | 5,517 | $2.59M | 2.02% | −766−12.2% | Reduced |
| Punch & Associates Investment Management, Inc. | 5,513 | $2.59M | 0.16% | −3,977−41.9% | Reduced |
| Hoylecohen, LLC | 5,495 | $2.58M | 0.23% | −338−5.8% | Reduced |
| True North Advisors, LLC | 5,486 | $2.57M | 0.73% | +316+6.1% | Added |
| Van Strum & Towne Inc. | 5,475 | $2.57M | 1.06% | 00.0% | Unchanged |
| InTrack Investment Management Inc | 5,470 | $2.57M | 2.09% | −730−11.8% | Reduced |
| Welch Group, LLC | 5,469 | $2.56M | 0.15% | −256−4.5% | Reduced |
| KG&L Capital Management,LLC | 5,444 | $2.55M | 1.22% | −1,345−19.8% | Reduced |
| Horizon Kinetics Asset Management LLC | 5,437 | $2.55M | 0.06% | +5,437 | New |
| Courier Capital LLC | 5,435 | $2.55M | 0.20% | +4,245+356.7% | Added |
| Algert Global LLC | 5,433 | $2.55M | 0.11% | +274+5.3% | Added |
| Valley National Advisers Inc | 5,406 | $2.54M | 0.43% | +31+0.6% | Added |
| Suncoast Equity Management | 5,406 | $2.54M | 0.38% | +671+14.2% | Added |
| Ropes Wealth Advisors LLC | 5,381 | $2.52M | 0.42% | +257+5.0% | Added |
| Belpointe Asset Management LLC | 5,375 | $2.52M | 0.27% | −4,952−48.0% | Reduced |
| Boston Financial Mangement LLC | 5,353 | $2.51M | 0.09% | −641−10.7% | Reduced |
| Banco de Sabadell, S.A | 5,365 | $2.51M | 2.02% | −1,344−20.0% | Reduced |
| Lumbard & Kellner, LLC | 5,519 | $2.51M | 1.40% | 00.0% | Unchanged |
| Ironwood Financial, llc | 5,330 | $2.50M | 0.66% | −200−3.6% | Reduced |
| Aaron Wealth Advisors | 5,327 | $2.50M | 0.32% | +226+4.4% | Added |
| Ifrah Financial Services, Inc. | 5,324 | $2.50M | 0.76% | −90−1.7% | Reduced |
| Folger Nolan Fleming Douglas Capital Management, Inc | 5,316 | $2.49M | 0.27% | −6−0.1% | Reduced |
| Clifford Swan Investment Counsel LLC | 5,314 | $2.49M | 0.10% | +585+12.4% | Added |
| Legacy Bridge, LLC | 5,313 | $2.49M | 1.66% | +1,280+31.7% | Added |
| 9258 Wealth Management, LLC | 5,312 | $2.49M | 0.47% | +28+0.5% | Added |
| Mechanics Bank Trust Department | 5,305 | $2.49M | 0.40% | +374+7.6% | Added |
| Angeles Wealth Management, LLC | 5,298 | $2.48M | 0.34% | +2,847+116.2% | Added |
| Sentry Investment Management LLC | 5,279 | $2.48M | 0.94% | −286−5.1% | Reduced |
| GHP Investment Advisors, Inc. | 4,686 | $2.48M | 0.14% | −322−6.4% | Reduced |
| Flagship Harbor Advisors, LLC | 5,276 | $2.47M | 0.20% | +773+17.2% | Added |
| Moloney Securities Asset Management, LLC | 5,271 | $2.47M | 0.44% | +10.0% | Added |
| Financial Advisory Service, Inc. | 5,268 | $2.47M | 0.31% | −623−10.6% | Reduced |
| Phoenix Holdings Ltd. | 5,267 | $2.47M | 0.05% | +1,192+29.3% | Added |
| Lindbrook Capital, LLC | 5,263 | $2.47M | 0.26% | +254+5.1% | Added |
| Probity Advisors, Inc. | 5,250 | $2.46M | 0.54% | +5,250 | New |
| Geneva Partners, LLC | 5,245 | $2.46M | 1.60% | +1,653+46.0% | Added |
| Ipswich Investment Management Co., Inc. | 5,242 | $2.46M | 0.65% | +195+3.9% | Added |
| Financial Advocates Investment Management | 5,239 | $2.46M | 0.18% | +173+3.4% | Added |
| Magnus Financial Group LLC | 5,203 | $2.44M | 0.35% | +42+0.8% | Added |
| Fort Sheridan Advisors LLC | 5,191 | $2.43M | 0.56% | +2,234+75.5% | Added |
| Burton Enright Welch | 5,184 | $2.43M | 0.76% | +55+1.1% | Added |
| Ameritas Advisory Services, LLC | 5,369 | $2.43M | 0.31% | −2,593−32.6% | Reduced |
| Legacy Wealth Asset Management, LLC | 5,175 | $2.43M | 0.85% | −139−2.6% | Reduced |
| Schulhoff & Co Inc | 5,175 | $2.43M | 1.13% | 00.0% | Unchanged |
| Eagle Rock Investment Company, LLC | 5,427 | $2.43M | 0.52% | −390−6.7% | Reduced |
| Change Path, LLC | 5,169 | $2.42M | 0.11% | −336−6.1% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 5,170 | $2.42M | 0.16% | −358−6.5% | Reduced |
| High Net Worth Advisory Group LLC | 5,159 | $2.42M | 0.94% | −98−1.9% | Reduced |
| Stratos Wealth Advisors, LLC | 5,155 | $2.42M | 0.17% | +47+0.9% | Added |
| Grove Bank & Trust | 5,125 | $2.40M | 0.49% | −21−0.4% | Reduced |
| Community Bank, N.A. | 5,125 | $2.40M | 0.32% | −730−12.5% | Reduced |
| Penserra Capital Management LLC | 5,116 | $2.40M | 0.05% | +5,064+9,738.5% | Added |
| Focus Financial Network, Inc. | 5,107 | $2.40M | 0.13% | +49+1.0% | Added |
| Meritage Portfolio Management | 5,100 | $2.39M | 0.17% | +50+1.0% | Added |
| Peddock Capital Advisors, LLC | 5,097 | $2.39M | 0.79% | 00.0% | Unchanged |
| Arete Wealth Advisors, LLC | 5,095 | $2.39M | 0.21% | +674+15.2% | Added |
| Advisors Capital Management, LLC | 5,077 | $2.38M | 0.06% | +368+7.8% | Added |