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 |
|---|---|---|---|---|---|
| ARS Wealth Advisors Group, LLC | 1,828 | $857.3K | 0.14% | −375−17.0% | Reduced |
| L.M. Kohn & Company | 1,826 | $856.2K | 0.32% | +397+27.8% | Added |
| Stonebridge Capital Advisors LLC | 1,823 | $855.1K | 0.09% | −195−9.7% | Reduced |
| Eads & Heald Wealth Management | 1,823 | $855.0K | 0.42% | −548−23.1% | Reduced |
| Winthrop Advisory Group LLC | 1,821 | $854.3K | 0.14% | +50+2.8% | Added |
| Camden National Bank | 1,819 | $853.1K | 0.17% | −35−1.9% | Reduced |
| Dividend Assets Capital, LLC | 1,814 | $851.0K | 0.18% | +223+14.0% | Added |
| Mosaic Family Wealth Partners, LLC | 1,813 | $850.2K | 0.17% | +81+4.7% | Added |
| Good Life Advisors, LLC | 1,810 | $848.6K | 0.10% | +109+6.4% | Added |
| Cognios Beta Neutral Large Cap Fund, LP | 1,809 | $848.4K | 0.98% | −432−19.3% | Reduced |
| Financial Enhancement Group LLC | 1,862 | $846.2K | 0.16% | 00.0% | Unchanged |
| Mill Capital Management, LLC | 1,803 | $845.6K | 0.08% | +134+8.0% | Added |
| Blue Chip Partners, Inc. | 1,803 | $845.4K | 0.10% | +38+2.2% | Added |
| LBMC Investment Advisors, LLC | 1,800 | $844.2K | 0.08% | 00.0% | Unchanged |
| Fusion Capital, LLC | 1,799 | $843.5K | 0.47% | −21,764−92.4% | Reduced |
| Journey Strategic Wealth LLC | 1,798 | $843.2K | 0.04% | −147−7.6% | Reduced |
| First Western Trust Bank | 1,798 | $843.2K | 0.04% | −243−11.9% | Reduced |
| Aire Advisors, LLC | 1,797 | $843.1K | 0.22% | −91−4.8% | Reduced |
| Hedeker Wealth, LLC | 1,797 | $842.8K | 0.28% | −324−15.3% | Reduced |
| New England Research & Management, Inc. | 1,795 | $842.0K | 0.49% | −1,000−35.8% | Reduced |
| GFS Advisors, LLC | 1,789 | $839.0K | 0.19% | −355−16.6% | Reduced |
| WESPAC Advisors, LLC | 1,787 | $838.1K | 0.67% | 00.0% | Unchanged |
| EagleClaw Capital Managment, LLC | 1,785 | $837.1K | 0.19% | −25−1.4% | Reduced |
| Legacy Advisors, LLC | 1,783 | $836.0K | 0.12% | +125+7.5% | Added |
| Omnia Family Wealth, LLC | 1,780 | $834.9K | 0.57% | +10+0.6% | Added |
| Voya Financial Advisors, Inc. | 1,795 | $833.8K | 0.10% | +135+8.1% | Added |
| LWM Advisory Services, LLC | 1,775 | $832.6K | 0.88% | 00.0% | Unchanged |
| Jacobson & Schmitt Advisors, LLC | 1,775 | $832.4K | 0.24% | 00.0% | Unchanged |
| Live Oak Private Wealth LLC | 1,769 | $829.6K | 0.17% | +68+4.0% | Added |
| Lazard Freres Gestion S.A.S. | 1,786 | $829.0K | 0.03% | 00.0% | Unchanged |
| Eagle Ridge Investment Management | 1,765 | $827.8K | 0.09% | −150−7.8% | Reduced |
| Moreno Evelyn V | 1,761 | $825.9K | 0.18% | −300−14.6% | Reduced |
| Atlas Brown,Inc. | 1,760 | $825.4K | 0.36% | 00.0% | Unchanged |
| Drake & Associates, LLC | 1,756 | $823.7K | 0.37% | −24−1.3% | Reduced |
| Heron Financial Group, LLC | 1,754 | $822.6K | 0.44% | −40−2.2% | Reduced |
| Texas Capital Bancshares Inc | 1,750 | $820.7K | 0.46% | +121+7.4% | Added |
| Cornerstone Wealth Management, LLC | 1,747 | $819.5K | 0.07% | −480−21.6% | Reduced |
| Asahi Life Asset Management Co., Ltd. | 1,745 | $818.4K | 0.27% | +690+65.4% | Added |
| Tortoise Investment Management, LLC | 1,741 | $816.6K | 0.12% | +282+19.3% | Added |
| True Link Financial Advisors, LLC | 1,739 | $815.6K | 0.10% | 00.0% | Unchanged |
| Intrua Financial, LLC | 1,736 | $814.3K | 0.15% | −179−9.3% | Reduced |
| Heritage Trust Co | 1,728 | $810.4K | 0.12% | +1,728 | New |
| Vawter Financial, Ltd. | 1,724 | $808.5K | 0.70% | +1,724 | New |
| Semus Wealth Partners LLC | 1,720 | $806.6K | 0.74% | +126+7.9% | Added |
| Cahaba Wealth Management, Inc. | 1,716 | $804.8K | 0.09% | −98−5.4% | Reduced |
| Renasant Bank | 1,716 | $804.8K | 0.66% | −946−35.5% | Reduced |
| Seascape Capital Management | 1,706 | $800.0K | 0.38% | +325+23.5% | Added |
| St Germain D J Co Inc | 1,702 | $798.2K | 0.04% | +1,702 | New |
| DGS Capital Management, LLC | 1,702 | $798.2K | 0.40% | +180+11.8% | Added |
| Citizens Business Bank | 1,701 | $797.7K | 0.18% | +927+119.8% | Added |
| Silver Lake Advisory, LLC | 1,698 | $796.2K | 0.43% | +2+0.1% | Added |
| Canal Capital Management, LLC | 1,693 | $794.2K | 0.16% | +131+8.4% | Added |
| Fortem Financial Group, LLC | 1,693 | $794.2K | 0.47% | −91−5.1% | Reduced |
| Gsa Capital Partners LLP | 1,693 | $794.0K | 0.08% | +1,693 | New |
| MSH Capital Advisors LLC | 1,692 | $793.5K | 0.29% | −150−8.1% | Reduced |
| Goldstream Capital Management Ltd | 1,686 | $790.7K | 0.58% | +1,317+356.9% | Added |
| Ted Buchan & Co | 1,683 | $789.3K | 0.61% | −106−5.9% | Reduced |
| Cornerstone Advisory, LLC | 1,682 | $789.2K | 0.14% | +35+2.1% | Added |
| Destination Wealth Management | 1,683 | $789.2K | 0.03% | +62+3.8% | Added |
| Intercontinental Wealth Advisors, LLC | 1,675 | $785.5K | 0.19% | −91−5.2% | Reduced |
| Nations Financial Group Inc, | 1,673 | $784.8K | 0.08% | −36−2.1% | Reduced |
| Gray Wealth Management Inc. | 1,672 | $784.3K | 0.39% | +295+21.4% | Added |
| Knowledge Leaders Capital, LLC | 1,670 | $783.2K | 0.90% | −50−2.9% | Reduced |
| XML Financial, LLC | 1,666 | $781.2K | 0.09% | −17−1.0% | Reduced |
| FC Advisory LLC | 1,665 | $781.0K | 0.32% | 00.0% | Unchanged |
| HRT Financial LP | 1,662 | $779.0K | 0.01% | −324,175−99.5% | Reduced |
| Oak Harbor Wealth Partners, LLC | 1,661 | $779.0K | 0.27% | +59+3.7% | Added |
| Stewart & Patten Co LLC | 1,660 | $778.5K | 0.13% | −550−24.9% | Reduced |
| Knights of Columbus Asset Advisors LLC | 1,657 | $777.1K | 0.07% | −155−8.6% | Reduced |
| Heritage Financial Services, LLC | 1,655 | $776.2K | 0.16% | −3−0.2% | Reduced |
| Clarus Group, Inc. | 1,652 | $774.8K | 0.57% | +52+3.3% | Added |
| Brown Wealth Management, LLC | 1,652 | $774.8K | 0.40% | +1,652 | New |
| Balboa Wealth Partners | 1,650 | $773.7K | 0.27% | −76−4.4% | Reduced |
| CarsonAllaria Wealth Management, Ltd. | 1,648 | $773.1K | 0.61% | +4+0.2% | Added |
| Private Capital Management LLC | 1,642 | $770.1K | 0.22% | +83+5.3% | Added |
| One Capital Management, LLC | 1,639 | $768.7K | 0.03% | +79+5.1% | Added |
| Ten Capital Wealth Advisors, LLC | 1,639 | $768.0K | 0.22% | +360+28.1% | Added |
| Nicolet Bankshares Inc | 1,634 | $766.3K | 0.22% | −8−0.5% | Reduced |
| Solstein Capital, LLC | 1,634 | $766.3K | 0.64% | +74+4.7% | Added |
| Westbourne Investment Advisors, Inc. | 1,633 | $766.0K | 0.34% | 00.0% | Unchanged |
| Friedenthal Financial | 1,631 | $764.9K | 0.51% | +1,631 | New |
| Virtue Capital Management, LLC | 1,638 | $762.8K | 0.13% | +1,638 | New |
| Wealth Management Partners, LLC | 1,620 | $759.7K | 0.48% | 00.0% | Unchanged |
| NSI Retail Advisors, LLC | 1,607 | $754.0K | 0.13% | −1,000−38.4% | Reduced |
| D'Orazio & Associates, Inc. | 1,603 | $752.0K | 0.18% | −604−27.4% | Reduced |
| Cox Capital Mgt LLC | 1,600 | $750.4K | 0.55% | 00.0% | Unchanged |
| Prescott Group Capital Management, L.L.C. | 1,600 | $750.0K | 0.16% | 00.0% | Unchanged |
| Redwood Wealth Management Group, LLC | 1,598 | $749.7K | 0.83% | −62−3.7% | Reduced |
| Kellett Schaffner Wealth Advisors LLC | 1,598 | $749.4K | 0.68% | −70−4.2% | Reduced |
| Hartford Funds Management Co LLC | 1,595 | $747.9K | 0.08% | −25−1.5% | Reduced |
| Industrial Alliance Investment Management Inc. | 1,592 | $747.0K | 0.39% | −21,083−93.0% | Reduced |
| Forbes J M & Co LLP | 1,593 | $747.0K | 0.09% | 00.0% | Unchanged |
| Ontario Teachers Pension Plan Board | 1,591 | $746.1K | 0.01% | −1,439−47.5% | Reduced |
| Pacific Sage Partners, LLC | 1,591 | $746.1K | 0.22% | +22+1.4% | Added |
| US Asset Management LLC | 1,589 | $745.0K | 0.79% | −61−3.7% | Reduced |
| Northern Financial Advisors Inc | 1,586 | $743.8K | 0.66% | +9+0.6% | Added |
| Paragon Advisors, LLC | 1,586 | $743.0K | 0.24% | −2,410−60.3% | Reduced |
| Jmac Enterprises LLC | 1,580 | $741.0K | 0.18% | 00.0% | Unchanged |
| ORG Partners LLC | 1,588 | $740.9K | 0.12% | +1,588 | New |
| Measured Wealth Private Client Group, LLC | 1,572 | $737.2K | 0.28% | −66−4.0% | Reduced |