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 |
|---|---|---|---|---|---|
| StrategIQ Financial Group, LLC | 5,075 | $2.38M | 0.27% | +31+0.6% | Added |
| McKinley Capital Management LLC /Delaware | 5,073 | $2.38M | 0.32% | −46−0.9% | Reduced |
| Wolf Group Capital Advisors | 5,445 | $2.38M | 1.19% | −299−5.2% | Reduced |
| Silvercrest Asset Management Group LLC | 5,034 | $2.36M | 0.02% | +703+16.2% | Added |
| Capital Asset Advisory Services LLC | 5,250 | $2.36M | 0.17% | +261+5.2% | Added |
| Wealthsource Partners, LLC | 5,031 | $2.36M | 0.16% | −62−1.2% | Reduced |
| Somerville Kurt F | 5,016 | $2.35M | 0.45% | −165−3.2% | Reduced |
| Etesian Wealth Advisors, Inc. | 5,008 | $2.35M | 1.53% | −93−1.8% | Reduced |
| Sentry LLC | 5,005 | $2.35M | 0.51% | 00.0% | Unchanged |
| Resonant Capital Advisors, LLC | 4,970 | $2.33M | 0.25% | +182+3.8% | Added |
| Invesco, LLC | 4,956 | $2.32M | 1.14% | +4,956 | New |
| Ballast, Inc. | 4,947 | $2.32M | 0.89% | +38+0.8% | Added |
| Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD | 4,967 | $2.31M | 0.48% | 00.0% | Unchanged |
| Pine Valley Investments Ltd Liability Co | 4,925 | $2.31M | 0.23% | +107+2.2% | Added |
| V-Square Quantitative Management LLC | 4,923 | $2.31M | 1.68% | −1,998−28.9% | Reduced |
| Guardian Wealth Management, Inc. | 4,906 | $2.30M | 2.10% | +133+2.8% | Added |
| Terra Nova Asset Management LLC | 4,895 | $2.30M | 2.09% | +564+13.0% | Added |
| United Capital Management of KS, Inc. | 4,894 | $2.30M | 0.73% | −290−5.6% | Reduced |
| PDS Planning, Inc | 4,892 | $2.29M | 0.29% | +261+5.6% | Added |
| German American Bancorp, Inc. | 4,873 | $2.29M | 0.32% | +10+0.2% | Added |
| WNY Asset Management, LLC | 4,864 | $2.28M | 0.49% | +10+0.2% | Added |
| Wealthquest Corp | 4,858 | $2.28M | 0.27% | −18−0.4% | Reduced |
| Gilman Hill Asset Management, LLC | 4,846 | $2.27M | 0.42% | −450−8.5% | Reduced |
| Joel Isaacson & Co., LLC | 4,846 | $2.27M | 0.15% | +108+2.3% | Added |
| First Financial Corp | 4,839 | $2.27M | 1.45% | −1,069−18.1% | Reduced |
| Invst, LLC | 4,838 | $2.27M | 0.33% | +45+0.9% | Added |
| Sweet Financial Partners, LLC | 4,838 | $2.27M | 0.59% | +633+15.1% | Added |
| HBK Investments L P | 4,809 | $2.26M | 0.07% | +4,809 | New |
| Triangle Securities Wealth Management | 4,771 | $2.24M | 0.77% | −473−9.0% | Reduced |
| Lokken Investment Group LLC | 4,764 | $2.23M | 1.46% | −153−3.1% | Reduced |
| Wallington Asset Management, LLC | 4,749 | $2.23M | 0.40% | −399−7.8% | Reduced |
| Leavell Investment Management, Inc. | 4,748 | $2.23M | 0.15% | −104−2.1% | Reduced |
| KRS Capital Management, LLC | 4,731 | $2.22M | 2.22% | +22+0.5% | Added |
| Chesapeake Wealth Management | 4,700 | $2.20M | 0.87% | −59−1.2% | Reduced |
| PFG Advisors | 4,696 | $2.20M | 0.17% | +1,537+48.7% | Added |
| Hanlon Investment Management, Inc. | 4,684 | $2.20M | 0.64% | −141−2.9% | Reduced |
| Dearborn Partners LLC | 4,680 | $2.19M | 0.08% | +45+1.0% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 4,678 | $2.19M | 0.02% | +530+12.8% | Added |
| RF&L Wealth Management, LLC | 4,674 | $2.19M | 2.00% | −370−7.3% | Reduced |
| Bellecapital International Ltd. | 4,654 | $2.18M | 0.53% | −305−6.2% | Reduced |
| American Money Management, LLC | 4,652 | $2.18M | 0.54% | −16−0.3% | Reduced |
| West Family Investments, Inc. | 4,648 | $2.18M | 0.85% | +42+0.9% | Added |
| Adirondack Trust Co | 4,791 | $2.18M | 1.02% | −291−5.7% | Reduced |
| Becker Capital Management Inc | 4,636 | $2.17M | 0.08% | −23−0.5% | Reduced |
| Stokes Family Office, LLC | 4,630 | $2.17M | 0.25% | −26−0.6% | Reduced |
| Miracle Mile Advisors, LLC | 4,627 | $2.17M | 0.07% | −400−8.0% | Reduced |
| Thomasville National Bank | 4,625 | $2.17M | 0.21% | −50−1.1% | Reduced |
| First Dallas Securities Inc. | 4,625 | $2.17M | 1.21% | 00.0% | Unchanged |
| Arden Trust Co | 4,618 | $2.17M | 0.36% | −91−1.9% | Reduced |
| Woodmont Investment Counsel LLC | 4,616 | $2.16M | 0.22% | −415−8.2% | Reduced |
| Allworth Financial LP | 4,616 | $2.16M | 0.02% | +702+17.9% | Added |
| HC Advisors, LLC | 4,604 | $2.16M | 1.25% | −109−2.3% | Reduced |
| Coastal Investment Advisors, Inc. | 4,601 | $2.16M | 0.47% | +268+6.2% | Added |
| Cassaday & Co Wealth Management LLC | 4,600 | $2.16M | 0.09% | −186−3.9% | Reduced |
| Tradewinds, LLC. | 4,589 | $2.15M | 1.27% | +31+0.7% | Added |
| RFG Advisory, LLC | 4,580 | $2.15M | 0.10% | +313+7.3% | Added |
| Vise Technologies, Inc. | 4,579 | $2.15M | 0.52% | +752+19.6% | Added |
| Brooks, Moore & Associates, Inc. | 4,570 | $2.14M | 1.51% | −104−2.2% | Reduced |
| Northern Oak Wealth Management Inc | 4,554 | $2.14M | 0.25% | −1,926−29.7% | Reduced |
| First Citizens Bank & Trust Co | 4,540 | $2.13M | 0.04% | +286+6.7% | Added |
| Northeast Financial Consultants Inc | 4,511 | $2.12M | 0.13% | −31,343−87.4% | Reduced |
| Fukoku Mutual Life Insurance Co | 4,500 | $2.11M | 0.20% | −105−2.3% | Reduced |
| First National Bank & Trust Co of Newtown | 4,484 | $2.10M | 0.45% | +525+13.3% | Added |
| Benjamin F. Edwards & Company, Inc. | 4,480 | $2.10M | 0.08% | −35−0.8% | Reduced |
| Dana Investment Advisors, Inc. | 4,473 | $2.10M | 0.10% | +962+27.4% | Added |
| Valmark Advisers, Inc. | 4,470 | $2.10M | 0.04% | −157−3.4% | Reduced |
| Carr Financial Group Corp | 4,470 | $2.10M | 0.84% | 00.0% | Unchanged |
| Guardian Wealth Advisors, LLC | 4,457 | $2.09M | 0.36% | +256+6.1% | Added |
| Pinnacle West Asset Management, Inc. | 4,450 | $2.09M | 2.03% | −30−0.7% | Reduced |
| Forza Wealth Management, LLC | 4,450 | $2.09M | 1.05% | +150+3.5% | Added |
| Formidable Asset Management, LLC | 4,446 | $2.08M | 0.46% | −100−2.2% | Reduced |
| Vectors Research Management, LLC | 4,440 | $2.08M | 0.59% | −26−0.6% | Reduced |
| Archford Capital Strategies, LLC | 4,528 | $2.08M | 0.39% | +132+3.0% | Added |
| Boston Research & Management Inc | 4,433 | $2.08M | 0.59% | 00.0% | Unchanged |
| Quent Capital, LLC | 4,423 | $2.07M | 0.32% | +48+1.1% | Added |
| Dark Forest Capital Management LP | 4,421 | $2.07M | 0.21% | +3,881+718.7% | Added |
| Glen Eagle Advisors, LLC | 4,402 | $2.06M | 0.48% | +93+2.2% | Added |
| Accuvest Global Advisors | 4,400 | $2.06M | 1.06% | −1,200−21.4% | Reduced |
| Rational Advisors LLC | 4,400 | $2.06M | 0.17% | −1,200−21.4% | Reduced |
| Proequities, Inc. | 4,398 | $2.06M | 0.16% | +466+11.9% | Added |
| Close Asset Management Ltd | 4,403 | $2.06M | 0.10% | +1,597+56.9% | Added |
| Capital Square, LLC | 4,391 | $2.06M | 1.91% | −48−1.1% | Reduced |
| RDA Financial Network | 4,363 | $2.05M | 0.86% | −147−3.3% | Reduced |
| First Foundation Advisors | 4,353 | $2.04M | 0.09% | +782+21.9% | Added |
| First National Advisers, LLC | 4,348 | $2.04M | 1.88% | −734−14.4% | Reduced |
| Copperwynd Financial, LLC | 4,339 | $2.03M | 0.95% | +4,339 | New |
| Fidelis Capital Partners, LLC | 4,333 | $2.03M | 0.74% | +224+5.5% | Added |
| Lattice Capital Management, LLC | 4,318 | $2.03M | 3.52% | 00.0% | Unchanged |
| Erste Asset Management GmbH | 4,348 | $2.02M | 0.04% | +885+25.6% | Added |
| CMG Global Holdings, LLC | 4,307 | $2.02M | 1.65% | +142+3.4% | Added |
| Deseret Mutual Benefit Administrators | 4,301 | $2.02M | 0.78% | +153+3.7% | Added |
| Soleus Capital Management, L.P. | 4,300 | $2.02M | 0.22% | +4,300 | New |
| Trellis Advisors, LLC | 4,295 | $2.01M | 0.90% | +5+0.1% | Added |
| Hills Bank & Trust Co | 4,285 | $2.01M | 0.26% | −348−7.5% | Reduced |
| Baker Tilly Wealth Management, LLC | 4,281 | $2.01M | 0.21% | −250−5.5% | Reduced |
| Capital Investment Advisory Services, LLC | 4,277 | $2.01M | 0.20% | −2,105−33.0% | Reduced |
| Kenfarb & Co. | 4,270 | $2.00M | 1.74% | −30−0.7% | Reduced |
| Blackhawk Capital Partners LLC. | 4,259 | $2.00M | 1.39% | 00.0% | Unchanged |
| B.O.S.S. Retirement Advisors, LLC | 4,241 | $1.99M | 0.42% | +3,657+626.2% | Added |
| Towerpoint Wealth, LLC | 4,239 | $1.99M | 1.12% | +22+0.5% | Added |