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 |
|---|---|---|---|---|---|
| Philadelphia Trust Co | 4,225 | $1.98M | 0.19% | −315−6.9% | Reduced |
| Centerpoint Advisors, LLC | 4,221 | $1.98M | 0.80% | −192−4.4% | Reduced |
| CRA Financial Services, LLC | 4,214 | $1.98M | 0.53% | −37−0.9% | Reduced |
| BFT Financial Group, LLC | 4,207 | $1.97M | 0.23% | +239+6.0% | Added |
| Murphy, Middleton, Hinkle & Parker, Inc. | 4,186 | $1.96M | 1.23% | +10.0% | Added |
| Beach Investment Counsel Inc | 4,170 | $1.96M | 0.23% | 00.0% | Unchanged |
| TrimTabs Asset Management, LLC | 4,168 | $1.95M | 0.99% | −1,414−25.3% | Reduced |
| Woodward Diversified Capital, LLC | 4,149 | $1.95M | 1.47% | +17+0.4% | Added |
| Koshinski Asset Management, Inc. | 4,144 | $1.94M | 0.21% | −796−16.1% | Reduced |
| Pettinga Financial Advisors, LLC | 4,141 | $1.94M | 0.58% | +4,141 | New |
| Symphony Financial, Ltd. Co. | 4,182 | $1.94M | 0.48% | −419−9.1% | Reduced |
| Peterson Wealth Management | 4,136 | $1.94M | 1.54% | +29+0.7% | Added |
| Consilium Wealth Advisory, LLC | 4,134 | $1.94M | 1.34% | +313+8.2% | Added |
| Tilt Investment Management Holdings, PBC | 4,132 | $1.94M | 1.28% | 00.0% | Unchanged |
| Csenge Advisory Group | 4,130 | $1.94M | 0.13% | +669+19.3% | Added |
| Kathmere Capital Management, LLC | 4,123 | $1.93M | 0.30% | +45+1.1% | Added |
| BCGM Wealth Management, LLC | 4,121 | $1.93M | 0.85% | +1,184+40.3% | Added |
| Sippican Capital Advisors | 4,121 | $1.93M | 1.78% | −184−4.3% | Reduced |
| HT Partners LLC | 4,105 | $1.93M | 0.55% | −90−2.1% | Reduced |
| Berkshire Asset Management LLC | 4,059 | $1.90M | 0.11% | +58+1.4% | Added |
| NorthRock Partners, LLC | 4,055 | $1.90M | 0.21% | −341−7.8% | Reduced |
| Independence Bank of Kentucky | 4,055 | $1.90M | 0.77% | +860+26.9% | Added |
| Hilltop Holdings Inc. | 4,044 | $1.90M | 0.23% | +375+10.2% | Added |
| Argent Advisors, Inc. | 4,036 | $1.89M | 0.87% | −75−1.8% | Reduced |
| TAP Consulting, LLC | 4,024 | $1.89M | 0.46% | 00.0% | Unchanged |
| Comprehensive Financial Consultants Institutional, Inc. | 4,219 | $1.89M | 1.00% | −280−6.2% | Reduced |
| Meridian Wealth Management, LLC | 4,011 | $1.88M | 0.16% | +967+31.8% | Added |
| Pictet North America Advisors SA | 4,000 | $1.88M | 0.26% | 00.0% | Unchanged |
| Cairn Investment Group, Inc. | 3,980 | $1.87M | 1.21% | 00.0% | Unchanged |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 3,977 | $1.87M | 0.08% | −356−8.2% | Reduced |
| Vigilant Capital Management, LLC | 3,976 | $1.86M | 0.14% | −250−5.9% | Reduced |
| John G Ullman & Associates Inc | 3,968 | $1.86M | 0.29% | 00.0% | Unchanged |
| Sage Mountain Advisors LLC | 3,963 | $1.86M | 0.26% | −94−2.3% | Reduced |
| Lakeview Capital Partners, LLC | 3,958 | $1.86M | 0.34% | +1,823+85.4% | Added |
| Ledyard National Bank | 3,956 | $1.86M | 0.20% | −210−5.0% | Reduced |
| CFM Wealth Partners LLC | 3,944 | $1.85M | 0.45% | −59−1.5% | Reduced |
| Shilanski & Associates, Inc. | 3,938 | $1.85M | 0.75% | +97+2.5% | Added |
| Bourne Lent Asset Management Inc | 3,926 | $1.84M | 0.64% | −50−1.3% | Reduced |
| Larson Financial Group LLC | 3,920 | $1.84M | 0.18% | −162−4.0% | Reduced |
| United Bank | 3,916 | $1.84M | 1.05% | −159−3.9% | Reduced |
| Marietta Investment Partners LLC | 3,910 | $1.83M | 0.48% | 00.0% | Unchanged |
| Westwood Holdings Group Inc. | 3,909 | $1.83M | 0.02% | −131−3.2% | Reduced |
| Grimes & Company, Inc. | 3,907 | $1.83M | 0.06% | −13−0.3% | Reduced |
| CastleKnight Management LP | 3,900 | $1.83M | 0.37% | +3,900 | New |
| First Heartland Consultants, Inc. | 3,891 | $1.82M | 0.24% | +74+1.9% | Added |
| Clean Yield Group | 3,890 | $1.82M | 0.75% | 00.0% | Unchanged |
| Archer Investment Corp | 3,870 | $1.82M | 0.65% | +82+2.2% | Added |
| Thompson Davis & Co., Inc. | 3,850 | $1.81M | 2.04% | +50+1.3% | Added |
| Planned Solutions, Inc. | 3,843 | $1.80M | 1.07% | −145−3.6% | Reduced |
| Fishman Jay A Ltd | 3,841 | $1.80M | 0.22% | +3,841 | New |
| High Note Wealth, LLC | 3,840 | $1.80M | 0.73% | −297−7.2% | Reduced |
| Unigestion Holding SA | 3,872 | $1.80M | 0.10% | −913−19.1% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 3,834 | $1.80M | 0.29% | −44−1.1% | Reduced |
| BDO Wealth Advisors, LLC | 3,832 | $1.80M | 0.21% | +207+5.7% | Added |
| Millennium Capital Advisors, LLC | 3,811 | $1.79M | 1.47% | −156−3.9% | Reduced |
| CenterBook Partners LP | 3,808 | $1.79M | 0.22% | −2,854−42.8% | Reduced |
| Wealth Management Associates, Inc. | 3,806 | $1.78M | 1.01% | −778−17.0% | Reduced |
| ProVise Management Group, LLC | 3,781 | $1.77M | 0.16% | +2,458+185.8% | Added |
| Owen LaRue, LLC | 3,839 | $1.77M | 1.86% | +3,839 | New |
| Pure Financial Advisors, Inc. | 3,768 | $1.77M | 0.07% | −11−0.3% | Reduced |
| City State Bank | 3,768 | $1.77M | 0.95% | −23−0.6% | Reduced |
| Ti-Trust, Inc | 3,760 | $1.76M | 1.62% | 00.0% | Unchanged |
| Certified Advisory Corp | 3,759 | $1.76M | 0.32% | −47−1.2% | Reduced |
| AdvisorNet Financial, Inc | 3,746 | $1.76M | 0.15% | −118−3.1% | Reduced |
| Pinnacle Wealth Management Advisory Group, LLC | 3,736 | $1.75M | 0.22% | +238+6.8% | Added |
| Imprint Wealth LLC | 3,559 | $1.75M | 1.10% | +305+9.4% | Added |
| Johnson Financial Group, Inc. | 3,721 | $1.75M | 0.12% | +810+27.8% | Added |
| Catalyst Financial Partners LLC | 3,716 | $1.74M | 0.62% | +357+10.6% | Added |
| Aries Wealth Management | 3,707 | $1.74M | 0.67% | +6+0.2% | Added |
| Perpetual Ltd | 3,687 | $1.73M | 0.01% | −171−4.4% | Reduced |
| VeraBank, N.A. | 3,677 | $1.72M | 0.66% | 00.0% | Unchanged |
| Keudell/Morrison Wealth Management | 3,663 | $1.72M | 0.50% | +90+2.5% | Added |
| Linscomb & Williams, Inc. | 3,649 | $1.71M | 0.09% | −8−0.2% | Reduced |
| Taylor Frigon Capital Management LLC | 3,648 | $1.71M | 0.84% | −101−2.7% | Reduced |
| Mount Yale Investment Advisors, LLC | 3,646 | $1.71M | 0.18% | −42−1.1% | Reduced |
| Boston Trust Walden Corp | 3,646 | $1.71M | 0.01% | +402+12.4% | Added |
| Rehmann Capital Advisory Group | 3,640 | $1.71M | 0.15% | −156−4.1% | Reduced |
| Wealthspire Advisors, LLC | 3,634 | $1.70M | 0.03% | −104−2.8% | Reduced |
| Pennsylvania Capital Management Inc | 3,633 | $1.70M | 0.73% | +7+0.2% | Added |
| HF Advisory Group, LLC | 3,629 | $1.70M | 1.34% | +170+4.9% | Added |
| Berkshire Bank | 3,629 | $1.70M | 0.47% | −100−2.7% | Reduced |
| Fundamentun, LLC | 3,619 | $1.70M | 0.26% | +122+3.5% | Added |
| Means Investment Co., Inc. | 3,607 | $1.69M | 0.27% | +60+1.7% | Added |
| Vaughan David Investments LLC | 3,605 | $1.69M | 0.05% | +38+1.1% | Added |
| Guardian Capital Advisors LP | 3,830 | $1.69M | 0.19% | −150−3.8% | Reduced |
| Blodgett Wealth Advisors, LLC | 3,584 | $1.68M | 1.75% | −283−7.3% | Reduced |
| MRP Capital Investments, LLC | 3,578 | $1.68M | 1.64% | +3,578 | New |
| Burns J W & Co Inc | 3,576 | $1.68M | 0.27% | 00.0% | Unchanged |
| Buffington Mohr McNeal | 3,565 | $1.67M | 0.36% | −775−17.9% | Reduced |
| Evermay Wealth Management LLC | 3,554 | $1.67M | 0.32% | −392−9.9% | Reduced |
| Farther Finance Advisors, LLC | 3,551 | $1.67M | 0.36% | +2,819+385.1% | Added |
| Powers Advisory Group, LLC | 3,549 | $1.66M | 1.10% | +3+0.1% | Added |
| Aureus Asset Management, LLC | 3,549 | $1.66M | 0.12% | 00.0% | Unchanged |
| Bangor Savings Bank | 3,539 | $1.66M | 0.19% | −25−0.7% | Reduced |
| RPg Family Wealth Advisory, LLC | 3,536 | $1.66M | 0.66% | +3,536 | New |
| Parcion Private Wealth LLC | 3,530 | $1.66M | 0.17% | 00.0% | Unchanged |
| ARGA Investment Management, LP | 3,527 | $1.65M | 0.06% | 00.0% | Unchanged |
| Country Club Bank | 3,555 | $1.65M | 0.13% | −25−0.7% | Reduced |
| Wealth Dimensions Group, Ltd. | 3,512 | $1.65M | 0.60% | +350+11.1% | Added |
| Golden Green, Inc. | 3,502 | $1.64M | 1.78% | +3,502 | New |