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 $942.7B 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 | $942.7B |
| Q1 2026 | 4,391 | $712.9B |
| Q4 2025 | 4,452 | $843.2B |
| Q3 2025 | 3,904 | $583.5B |
| Q2 2025 | 3,914 | $610.1B |
| Q1 2025 | 3,928 | $688.4B |
| Q4 2024 | 3,913 | $602.9B |
| Q3 2024 | 3,666 | $687.4B |
| Q2 2024 | 3,571 | $707.0B |
| Q1 2024 | 3,465 | $607.2B |
| Q4 2023 | 3,276 | $457.2B |
| Q3 2023 | 2,978 | $421.9B |
| Q2 2023 | 2,818 | $366.7B |
| Q1 2023 | 2,619 | $269.7B |
| Q4 2022 | 2,672 | $288.4B |
| Q3 2022 | 2,489 | $256.1B |
| Q2 2022 | 2,450 | $255.6B |
| Q1 2022 | 2,349 | $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 |
|---|---|---|---|---|---|
| Univest Financial Corp | 2,490 | $1.17M | 0.35% | 00.0% | Unchanged |
| Alpha Omega Wealth Management LLC | 2,479 | $1.16M | 0.20% | −177−6.7% | Reduced |
| Borer Denton & Associates, Inc. | 2,475 | $1.16M | 0.46% | 00.0% | Unchanged |
| Redwood Investment Management, LLC | 2,466 | $1.16M | 0.12% | −643−20.7% | Reduced |
| Range Financial Group LLC | 2,464 | $1.16M | 0.73% | −220−8.2% | Reduced |
| Connective Portfolio Management, LLC | 2,500 | $1.15M | 2.86% | +2,500 | New |
| M&R Capital Management Inc | 2,460 | $1.15M | 0.30% | +10.0% | Added |
| Townsend Asset Management Corp | 2,458 | $1.15M | 0.55% | 00.0% | Unchanged |
| PFG Investments, LLC | 2,457 | $1.15M | 0.21% | +155+6.7% | Added |
| Retirement Planning Co of New England, Inc. | 2,450 | $1.15M | 0.66% | −258−9.5% | Reduced |
| Private Wealth Partners, LLC | 2,445 | $1.15M | 0.11% | −12−0.5% | Reduced |
| Private Portfolio Partners LLC | 2,435 | $1.14M | 0.29% | +130+5.6% | Added |
| 626 Financial, LLC | 2,426 | $1.14M | 0.73% | −50−2.0% | Reduced |
| Procyon Private Wealth Partners, LLC | 2,422 | $1.14M | 0.14% | +100+4.3% | Added |
| Advisor OS, LLC | 2,420 | $1.13M | 0.19% | +1,332+122.4% | Added |
| Lyell Wealth Management, LP | 2,418 | $1.13M | 0.14% | −178−6.9% | Reduced |
| CVA Family Office, LLC | 2,418 | $1.13M | 0.24% | +88+3.8% | Added |
| Bell Bank | 2,414 | $1.13M | 0.12% | +403+20.0% | Added |
| CSM Advisors, LLC | 2,412 | $1.13M | 0.09% | −1,050−30.3% | Reduced |
| Intact Investment Management Inc. | 2,400 | $1.13M | 0.05% | +300+14.3% | Added |
| Graybill Bartz & Assoc Ltd | 2,391 | $1.12M | 0.53% | −176−6.9% | Reduced |
| SP Asset Management LLC | 2,390 | $1.12M | 0.13% | +23+1.0% | Added |
| Olistico Wealth, LLC | 2,382 | $1.12M | 0.96% | −444−15.7% | Reduced |
| LCNB Corp | 2,376 | $1.11M | 0.48% | −550−18.8% | Reduced |
| Avestar Capital, LLC | 2,366 | $1.11M | 0.19% | +483+25.7% | Added |
| Riggs Asset Managment Co. Inc. | 2,360 | $1.11M | 0.39% | +2,181+1,218.4% | Added |
| Miramar Capital, LLC | 2,352 | $1.10M | 0.28% | −50−2.1% | Reduced |
| Prio Wealth Limited Partnership | 2,352 | $1.10M | 0.04% | +170+7.8% | Added |
| Liberty Capital Management, Inc. | 2,350 | $1.10M | 0.33% | 00.0% | Unchanged |
| ICA Group Wealth Management, LLC | 2,349 | $1.10M | 0.28% | −655−21.8% | Reduced |
| 3Chopt Investment Partners, LLC | 2,348 | $1.10M | 0.55% | 00.0% | Unchanged |
| Tributary Capital Management, LLC | 2,345 | $1.10M | 0.10% | −700−23.0% | Reduced |
| Greatmark Investment Partners, Inc. | 2,327 | $1.09M | 0.18% | −180−7.2% | Reduced |
| Sargent Investment Group, LLC | 2,314 | $1.09M | 0.26% | +152+7.0% | Added |
| Cavalier Investments, LLC | 2,313 | $1.08M | 0.39% | +2,313 | New |
| Fort Point Capital Partners LLC | 2,311 | $1.08M | 0.16% | +55+2.4% | Added |
| Morris Financial Concepts, Inc. | 2,310 | $1.08M | 0.70% | 00.0% | Unchanged |
| Golden State Equity Partners | 2,306 | $1.08M | 0.30% | +18+0.8% | Added |
| Wallace Capital Management Inc. | 2,306 | $1.08M | 0.17% | −200−8.0% | Reduced |
| Fortress Wealth Group, LLC | 2,381 | $1.08M | 0.68% | −23−1.0% | Reduced |
| Collective Family Office LLC | 2,297 | $1.08M | 0.42% | −864−27.3% | Reduced |
| Capital Insight Partners, LLC | 2,288 | $1.07M | 0.24% | −628−21.5% | Reduced |
| Roundview Capital LLC | 2,287 | $1.07M | 0.10% | −80−3.4% | Reduced |
| Sunbelt Securities, Inc. | 2,286 | $1.07M | 0.15% | +2+0.1% | Added |
| Parkside Financial Bank & Trust | 2,284 | $1.07M | 0.25% | +56+2.5% | Added |
| Kistler-Tiffany Companies, LLC | 2,283 | $1.07M | 0.17% | +315+16.0% | Added |
| Sheets Smith Wealth Management | 2,281 | $1.07M | 0.16% | −36−1.6% | Reduced |
| Gleason Group, Inc. | 2,278 | $1.07M | 0.28% | +5+0.2% | Added |
| Facet Wealth, Inc. | 2,342 | $1.06M | 0.05% | +173+8.0% | Added |
| Jupiter Wealth Management LLC | 2,269 | $1.06M | 0.91% | +780+52.4% | Added |
| BlueCrest Capital Management Ltd | 2,267 | $1.06M | 0.14% | +2,267 | New |
| Baker Avenue Asset Management, LP | 2,265 | $1.06M | 0.05% | +1,202+113.1% | Added |
| Amica Retiree Medical Trust | 2,263 | $1.06M | 1.18% | −392−14.8% | Reduced |
| Magnolia Capital Advisors LLC | 2,262 | $1.06M | 0.53% | +102+4.7% | Added |
| Westover Capital Advisors, LLC | 2,260 | $1.06M | 0.37% | −10.0% | Reduced |
| Mitchell Sinkler & Starr | 2,259 | $1.06M | 0.30% | −254−10.1% | Reduced |
| Stockman Wealth Management, Inc. | 2,257 | $1.06M | 0.23% | −81−3.5% | Reduced |
| LGL Partners, LLC | 2,257 | $1.06M | 0.18% | 00.0% | Unchanged |
| Truadvice, LLC | 2,030 | $1.06M | 0.39% | −68−3.2% | Reduced |
| Camden Capital, LLC | 2,249 | $1.05M | 0.12% | −128−5.4% | Reduced |
| Armor Investment Advisors, LLC | 2,246 | $1.05M | 0.64% | +6+0.3% | Added |
| Annex Advisory Services, LLC | 2,238 | $1.05M | 0.06% | −12−0.5% | Reduced |
| J. W. Coons Advisors, LLC | 2,234 | $1.05M | 0.29% | +20+0.9% | Added |
| Cedar Brook Financial Partners, LLC | 2,227 | $1.04M | 0.25% | +491+28.3% | Added |
| Regent Peak Wealth Advisors LLC | 2,227 | $1.04M | 0.30% | −10−0.4% | Reduced |
| MV Capital Management, Inc. | 2,224 | $1.04M | 0.14% | +43+2.0% | Added |
| Sandy Cove Advisors, LLC | 2,223 | $1.04M | 0.59% | +372+20.1% | Added |
| RB Capital Management, LLC | 2,220 | $1.04M | 0.32% | −55−2.4% | Reduced |
| NCM Capital Management, LLC | 2,216 | $1.04M | 0.72% | −36−1.6% | Reduced |
| BBR Partners, LLC | 2,216 | $1.04M | 0.11% | +138+6.6% | Added |
| MJP Associates Inc | 2,215 | $1.04M | 0.34% | +602+37.3% | Added |
| Vivaldi Capital Management, LLC | 2,213 | $1.04M | 0.32% | +13+0.6% | Added |
| Nadler Financial Group, Inc. | 2,212 | $1.04M | 0.15% | +197+9.8% | Added |
| Mechanics Financial Corp | 2,212 | $1.04M | 0.56% | +912+70.2% | Added |
| Fort Washington Investment Advisors Inc | 2,211 | $1.04M | 0.01% | −152−6.4% | Reduced |
| Tempus Wealth Planning, LLC | 2,209 | $1.04M | 0.47% | +25+1.1% | Added |
| Cim Investment Mangement Inc | 2,209 | $1.04M | 0.35% | +212+10.6% | Added |
| Aveo Capital Partners, LLC | 2,206 | $1.03M | 0.13% | +148+7.2% | Added |
| Marco Investment Management LLC | 2,203 | $1.03M | 0.11% | +12+0.5% | Added |
| Merrion Investment Management Co, LLC | 2,200 | $1.03M | 0.87% | 00.0% | Unchanged |
| Halbert Hargrove Global Advisors, LLC | 2,196 | $1.03M | 0.08% | −1,238−36.1% | Reduced |
| Trustco Bank Corp N Y | 2,188 | $1.03M | 1.10% | −5−0.2% | Reduced |
| Hixon Zuercher, LLC | 2,188 | $1.03M | 0.52% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 2,184 | $1.02M | 0.13% | +8+0.4% | Added |
| Maven Securities LTD | 2,180 | $1.02M | 0.15% | +2,180 | New |
| Evoke Wealth, LLC | 2,173 | $1.02M | 0.04% | +507+30.4% | Added |
| CWA Asset Management Group, LLC | 2,165 | $1.02M | 0.07% | +556+34.6% | Added |
| Provence Wealth Management Group | 2,163 | $1.01M | 0.60% | +330+18.0% | Added |
| NFP Retirement, Inc. | 2,163 | $1.01M | 0.19% | +11+0.5% | Added |
| Mendel Money Management | 2,155 | $1.01M | 0.52% | −130−5.7% | Reduced |
| Sigma Investment Counselors Inc | 2,154 | $1.01M | 0.07% | −55−2.5% | Reduced |
| Buckhead Capital Management LLC | 2,150 | $1.01M | 0.24% | −23−1.1% | Reduced |
| Field & Main Bank | 2,149 | $1.01M | 0.56% | +400+22.9% | Added |
| Baxter Bros Inc | 2,148 | $1.01M | 0.15% | −82−3.7% | Reduced |
| Visionary Wealth Advisors | 2,146 | $1.01M | 0.08% | −105−4.7% | Reduced |
| Spears Abacus Advisors LLC | 2,146 | $1.01M | 0.08% | +189+9.7% | Added |
| Canton Hathaway, LLC | 2,145 | $1.01M | 0.31% | 00.0% | Unchanged |
| Scott & Selber, Inc. | 2,137 | $1.00M | 0.39% | +18+0.8% | Added |
| Sage Rhino Capital LLC | 2,133 | $1.00M | 0.28% | −19−0.9% | Reduced |
| Sonora Investment Management Group, LLC | 2,133 | $1.00M | 0.08% | −118−5.2% | Reduced |