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 |
|---|---|---|---|---|---|
| Unionview, LLC | 2,131 | $999.5K | 0.91% | 00.0% | Unchanged |
| CenterStar Asset Management, LLC | 2,130 | $997.5K | 0.90% | +2,130 | New |
| Wealth Enhancement & Preservation of GA, LLC | 2,126 | $997.0K | 0.96% | +64+3.1% | Added |
| Alan B. Lancz & Associates, Inc. | 2,125 | $996.6K | 1.07% | 00.0% | Unchanged |
| La Financiere de L'Echiquier | 2,120 | $994.2K | 0.05% | +2,120 | New |
| Adell Harriman & Carpenter Inc | 2,150 | $992.1K | 0.10% | +1,443+204.1% | Added |
| WoodTrust Financial Corp | 2,112 | $990.0K | 0.18% | 00.0% | Unchanged |
| Diversified Portfolios, Inc. | 2,108 | $988.6K | 0.20% | −535−20.2% | Reduced |
| Atomi Financial Group, Inc. | 2,107 | $988.1K | 0.45% | +249+13.4% | Added |
| Venturi Wealth Management, LLC | 2,104 | $986.8K | 0.08% | +53+2.6% | Added |
| Alta Advisers Ltd | 2,100 | $984.9K | 0.55% | 00.0% | Unchanged |
| Shulman DeMeo Asset Management LLC | 2,098 | $984.1K | 0.29% | −111−5.0% | Reduced |
| Fruth Investment Management | 2,100 | $984.0K | 0.28% | −100−4.5% | Reduced |
| LexAurum Advisors, LLC | 2,094 | $982.1K | 0.30% | +409+24.3% | Added |
| Birchcreek Wealth Management, LLC | 2,089 | $979.7K | 0.68% | +348+20.0% | Added |
| Brady Family Wealth, LLC | 2,085 | $977.6K | 0.36% | +2+0.1% | Added |
| BerganKDV Wealth Management, LLC | 2,081 | $975.9K | 0.10% | −53−2.5% | Reduced |
| Bragg Financial Advisors, Inc | 2,076 | $973.6K | 0.05% | −22−1.0% | Reduced |
| Patriot Investment Management Inc. | 2,072 | $971.6K | 0.08% | −221−9.6% | Reduced |
| Wealthspan Partners, LLC | 2,070 | $971.0K | 0.77% | +10.0% | Added |
| WealthPlan Investment Management, LLC | 2,070 | $970.8K | 0.29% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 2,069 | $970.3K | 0.43% | +86+4.3% | Added |
| MPS Loria Financial Planners, LLC | 2,064 | $967.8K | 0.36% | +5+0.2% | Added |
| Virtus ETF Advisers LLC | 2,061 | $966.6K | 0.57% | −532−20.5% | Reduced |
| Kensington Investment Counsel, LLC | 2,050 | $961.4K | 0.61% | +2,050 | New |
| Chilton Investment Co LLC | 2,047 | $960.0K | 0.03% | −420−17.0% | Reduced |
| Integrated Investment Consultants, LLC | 2,047 | $960.0K | 0.30% | −275−11.8% | Reduced |
| Red Door Wealth Management, LLC | 2,046 | $959.6K | 0.21% | +1,402+217.7% | Added |
| DMG Group, LLC | 2,046 | $959.5K | 0.96% | −101−4.7% | Reduced |
| Personal Cfo Solutions, LLC | 2,044 | $958.8K | 0.19% | −125−5.8% | Reduced |
| HighMark Wealth Management LLC | 2,043 | $958.1K | 0.72% | 00.0% | Unchanged |
| RMR Wealth Builders | 2,040 | $956.6K | 0.16% | +867+73.9% | Added |
| Blueprint Investment Partners LLC | 2,038 | $955.8K | 0.34% | −178−8.0% | Reduced |
| Bill Few Associates, Inc. | 2,034 | $953.9K | 0.49% | −100−4.7% | Reduced |
| Cito Capital Group, LLC | 2,030 | $952.0K | 0.44% | 00.0% | Unchanged |
| WealthBridge Capital Management, LLC | 2,027 | $950.8K | 0.38% | +489+31.8% | Added |
| Eudaimonia Partners, LLC | 2,027 | $950.8K | 0.21% | +37+1.9% | Added |
| Girard Partners Ltd. | 2,026 | $950.2K | 0.10% | −170−7.7% | Reduced |
| Heritage Investment Group, Inc. | 2,026 | $950.0K | 0.26% | +26+1.3% | Added |
| Fortitude Advisory Group L.L.C. | 2,025 | $949.9K | 0.70% | −246−10.8% | Reduced |
| 44 Wealth Management LLC | 2,021 | $947.8K | 0.32% | +483+31.4% | Added |
| Corundum Group, Inc. | 2,020 | $947.3K | 0.47% | −2,474−55.1% | Reduced |
| Navalign, LLC | 2,012 | $943.6K | 0.38% | +5+0.2% | Added |
| Strategic Investment Advisors | 2,005 | $940.1K | 0.13% | −201−9.1% | Reduced |
| DRW Securities, LLC | 2,004 | $940.0K | 0.07% | −2,157−51.8% | Reduced |
| Tiemann Investment Advisors, LLC | 2,002 | $938.9K | 0.48% | +10+0.5% | Added |
| Advisory Research Inc | 2,001 | $938.4K | 0.12% | +2,001 | New |
| Clal Insurance Enterprises Holdings Ltd | 2,000 | $938.0K | 0.01% | −500−20.0% | Reduced |
| Drexel Morgan & Co. | 2,000 | $938.0K | 0.24% | 00.0% | Unchanged |
| Bristlecone Advisors, LLC | 1,989 | $932.8K | 0.09% | +29+1.5% | Added |
| Keel Point, LLC | 1,981 | $929.2K | 0.12% | +136+7.4% | Added |
| Gryphon Financial Partners LLC | 1,980 | $928.6K | 0.21% | −6−0.3% | Reduced |
| Pettyjohn, Wood & White, Inc | 1,979 | $928.1K | 0.22% | +50+2.6% | Added |
| CWS Financial Advisors, LLC | 1,976 | $926.6K | 0.35% | −100−4.8% | Reduced |
| Financial Architects, Inc | 1,975 | $926.2K | 0.14% | −387−16.4% | Reduced |
| Clare Market Investments LLC | 1,975 | $926.1K | 0.35% | −73−3.6% | Reduced |
| Platform Technology Partners | 2,088 | $917.4K | 0.43% | +45+2.2% | Added |
| Ignite Planners, LLC | 2,023 | $914.6K | 0.35% | +871+75.6% | Added |
| LVW Advisors, LLC | 1,945 | $912.1K | 0.18% | +34+1.8% | Added |
| Rice Hall James & Associates, LLC | 1,940 | $909.8K | 0.05% | −50−2.5% | Reduced |
| Sather Financial Group Inc | 1,936 | $907.9K | 0.07% | −170−8.1% | Reduced |
| Cannell Peter B & Co Inc | 1,930 | $905.1K | 0.03% | +25+1.3% | Added |
| Eudaimonia Advisors LLC | 1,926 | $903.3K | 0.61% | 00.0% | Unchanged |
| Kingswood Wealth Advisors, LLC | 1,926 | $903.3K | 0.29% | +1,926 | New |
| Cabot Wealth Management Inc | 1,925 | $903.0K | 0.13% | 00.0% | Unchanged |
| Brave Asset Management Inc | 1,925 | $902.8K | 0.26% | 00.0% | Unchanged |
| Greenwich Wealth Management LLC | 1,919 | $900.0K | 0.09% | +55+3.0% | Added |
| American Investment Services, Inc. | 1,908 | $894.8K | 0.18% | −242−11.3% | Reduced |
| New Jersey Better Educational Savings Trust | 1,908 | $894.8K | 2.11% | 00.0% | Unchanged |
| Puzo Michael J | 1,900 | $891.1K | 0.28% | −325−14.6% | Reduced |
| Lebenthal Global Advisors, LLC | 1,897 | $889.7K | 0.26% | −199−9.5% | Reduced |
| First National Bank of South Miami | 1,895 | $888.7K | 0.71% | −240−11.2% | Reduced |
| Abacus Planning Group, Inc. | 1,892 | $887.3K | 0.21% | +90+5.0% | Added |
| Chapin Davis, Inc. | 1,886 | $884.5K | 0.42% | +6+0.3% | Added |
| Wulff, Hansen & Co. | 1,885 | $884.0K | 0.99% | 00.0% | Unchanged |
| Somerset Group LLC | 1,878 | $880.7K | 0.74% | 00.0% | Unchanged |
| Simon Quick Advisors, LLC | 1,874 | $878.7K | 0.08% | +215+13.0% | Added |
| Washburn Capital Management, Inc. | 1,871 | $877.5K | 0.73% | −62−3.2% | Reduced |
| CM Wealth Advisors LLC | 1,911 | $876.2K | 0.29% | +1,911 | New |
| Drive Wealth Management, LLC | 1,864 | $874.1K | 0.32% | +203+12.2% | Added |
| Keystone Financial Group | 1,859 | $871.9K | 0.15% | +1,859 | New |
| Connecticut Wealth Management, LLC | 1,857 | $870.9K | 0.06% | +445+31.5% | Added |
| Oarsman Capital, Inc. | 1,855 | $870.0K | 0.38% | 00.0% | Unchanged |
| Enterprise Financial Services Corp | 1,853 | $869.0K | 0.55% | +12+0.7% | Added |
| Essex LLC | 1,852 | $868.7K | 0.24% | 00.0% | Unchanged |
| SYSTM Wealth Solutions LLC | 1,850 | $867.7K | 0.12% | +326+21.4% | Added |
| Clearview Wealth Advisors LLC | 1,849 | $866.9K | 0.88% | +1,687+1,041.4% | Added |
| Atticus Wealth Management, LLC | 1,842 | $863.9K | 0.32% | +32+1.8% | Added |
| Relyea Zuckerberg Hanson LLC | 1,841 | $863.4K | 0.19% | +346+23.1% | Added |
| Dover Advisors, LLC | 1,841 | $863.4K | 0.77% | −336−15.4% | Reduced |
| BTC Capital Management, Inc. | 1,841 | $863.4K | 0.09% | 00.0% | Unchanged |
| JGP Wealth Management, LLC | 1,837 | $861.5K | 0.14% | 00.0% | Unchanged |
| Theory Financial LLC | 1,836 | $861.0K | 0.50% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 1,836 | $860.9K | 0.16% | +1,018+124.4% | Added |
| Affiance Financial, LLC | 1,835 | $860.6K | 0.42% | 00.0% | Unchanged |
| Occidental Asset Management, LLC | 1,833 | $859.6K | 0.19% | +250+15.8% | Added |
| Stone Point Wealth LLC | 1,831 | $858.7K | 0.36% | −10−0.5% | Reduced |
| Cubic Asset Management, LLC | 1,830 | $858.2K | 0.23% | 00.0% | Unchanged |
| Horizon Investment Services, LLC | 1,829 | $857.8K | 0.52% | 00.0% | Unchanged |
| Invenio Wealth Partners LLC | 1,829 | $857.8K | 0.97% | +1,829 | New |