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 |
|---|---|---|---|---|---|
| Paragon Capital Management Ltd | 1,565 | $734.4K | 0.16% | +1+0.1% | Added |
| Aspen Grove Capital, LLC | 1,565 | $734.2K | 0.24% | +520+49.8% | Added |
| Court Place Advisors, LLC | 1,563 | $733.0K | 0.26% | 00.0% | Unchanged |
| Sunflower Bank, N.A. | 1,561 | $732.1K | 0.17% | +22+1.4% | Added |
| Silver Oak Securities, Inc | 1,561 | $732.0K | 0.12% | +364+30.4% | Added |
| BHK Investment Advisors, LLC | 1,554 | $728.8K | 0.31% | −209−11.9% | Reduced |
| Cherry Tree Wealth Management, LLC | 1,553 | $728.3K | 0.21% | +1,553 | New |
| WR Wealth Planners, LLC | 1,552 | $727.7K | 0.28% | +652+72.4% | Added |
| Cobblestone Capital Advisors LLC | 1,548 | $726.0K | 0.05% | −250−13.9% | Reduced |
| Angeles Investment Advisors, LLC | 1,546 | $725.0K | 0.06% | +856+124.1% | Added |
| Nvest Financial, LLC | 1,544 | $724.0K | 0.63% | +1+0.1% | Added |
| Athena Investment Management | 1,543 | $723.6K | 0.50% | −20−1.3% | Reduced |
| Continuum Advisory, LLC | 1,542 | $723.0K | 0.12% | −22−1.4% | Reduced |
| Sky Investment Group LLC | 1,539 | $721.6K | 0.16% | −15−1.0% | Reduced |
| Cypress Wealth Services, LLC | 1,610 | $719.8K | 0.19% | 00.0% | Unchanged |
| Alpha Family Trust | 1,530 | $717.5K | 0.50% | 00.0% | Unchanged |
| Community Trust & Investment Co | 1,527 | $716.1K | 0.06% | 00.0% | Unchanged |
| E Fund Management Co., Ltd. | 1,526 | $716.0K | 0.06% | −251−14.1% | Reduced |
| Thrive Wealth Management, LLC | 1,522 | $714.0K | 0.18% | +775+103.7% | Added |
| Driehaus Capital Management LLC | 1,522 | $713.8K | 0.01% | +1,522 | New |
| Threadgill Financial, LLC | 1,547 | $709.6K | 0.81% | +22+1.4% | Added |
| Cornell Pochily Investment Advisors, Inc. | 1,504 | $705.5K | 0.29% | 00.0% | Unchanged |
| Verus Capital Partners, LLC | 1,503 | $704.9K | 0.10% | +321+27.2% | Added |
| Amarillo National Bank | 1,496 | $701.6K | 0.14% | −8−0.5% | Reduced |
| Hill Investment Group Partners, LLC | 1,493 | $700.2K | 0.13% | 00.0% | Unchanged |
| SignalPoint Asset Management, LLC | 1,491 | $699.1K | 0.21% | +1+0.1% | Added |
| Whalerock Point Partners, LLC | 1,483 | $695.5K | 0.24% | +89+6.4% | Added |
| Heritage Wealth Advisors | 1,482 | $695.0K | 0.04% | 00.0% | Unchanged |
| Hudson Value Partners, LLC | 1,475 | $691.7K | 0.35% | −160−9.8% | Reduced |
| World Equity Group, Inc. | 1,474 | $691.3K | 0.20% | +1,474 | New |
| Burns Matteson Capital Management, LLC | 1,471 | $689.9K | 0.42% | +37+2.6% | Added |
| Norman Fields, Gottscho Capital Management, LLC | 1,460 | $685.0K | 0.29% | 00.0% | Unchanged |
| Lathrop Investment Management Corp | 1,458 | $684.0K | 0.14% | +22+1.5% | Added |
| Traphagen Investment Advisors LLC | 1,458 | $683.8K | 0.09% | +277+23.5% | Added |
| Pointe Capital Management LLC | 1,453 | $681.4K | 0.51% | 00.0% | Unchanged |
| Foster Group, Inc. | 1,449 | $679.6K | 0.04% | +294+25.5% | Added |
| Wrapmanager Inc | 1,448 | $679.1K | 0.21% | −39−2.6% | Reduced |
| Wedge Capital Management L L P | 1,445 | $677.7K | 0.01% | −36−2.4% | Reduced |
| McLean Asset Management Corp | 1,439 | $675.1K | 0.26% | +26+1.8% | Added |
| First Command Bank | 1,432 | $671.6K | 0.06% | −294−17.0% | Reduced |
| First Command Financial Services, Inc. | 1,432 | $671.6K | 0.06% | −294−17.0% | Reduced |
| Reliant Investment Management, LLC | 1,432 | $671.6K | 0.39% | 00.0% | Unchanged |
| Granite FO LLC | 1,425 | $668.3K | 0.46% | −3,275−69.7% | Reduced |
| Prosperity Financial Group, Inc. | 1,424 | $667.8K | 0.59% | +79+5.9% | Added |
| Circle Wealth Management, LLC | 1,419 | $665.5K | 0.09% | −102−6.7% | Reduced |
| Summit Asset Management, LLC | 1,419 | $665.5K | 0.18% | −42−2.9% | Reduced |
| Claro Advisors LLC | 1,419 | $665.3K | 0.17% | +70+5.2% | Added |
| Capital Planning Advisors, LLC | 1,418 | $665.0K | 0.13% | −8−0.6% | Reduced |
| Global Financial Private Client, LLC | 1,439 | $664.4K | 0.33% | 00.0% | Unchanged |
| Opus Capital Group, LLC | 1,416 | $664.0K | 0.11% | +19+1.4% | Added |
| Raab & Moskowitz Asset Management LLC | 1,415 | $663.6K | 0.23% | +22+1.6% | Added |
| Summit Financial Strategies, Inc. | 1,412 | $662.4K | 0.12% | −348−19.8% | Reduced |
| Mark Sheptoff Financial Planning, LLC | 1,409 | $660.8K | 0.38% | 00.0% | Unchanged |
| Front Row Advisors LLC | 1,408 | $660.0K | 0.29% | 00.0% | Unchanged |
| Fortis Capital Advisors, LLC | 1,407 | $659.9K | 0.39% | +539+62.1% | Added |
| Main Street Financial Solutions, LLC | 1,406 | $659.2K | 0.09% | −408−22.5% | Reduced |
| FinTrust Capital Advisors, LLC | 1,801 | $659.0K | 0.16% | 00.0% | Unchanged |
| Almanack Investment Partners, LLC. | 1,404 | $658.5K | 0.12% | +302+27.4% | Added |
| Cantor Fitzgerald, L. P. | 1,404 | $658.4K | 0.02% | +638+83.3% | Added |
| DeDora Capital, Inc. | 1,402 | $657.5K | 0.25% | +685+95.5% | Added |
| Convergence Investment Partners, LLC | 1,401 | $657.0K | 0.38% | −52−3.6% | Reduced |
| Cutler Group LP | 1,402 | $657.0K | 0.16% | +1,402 | New |
| McRae Capital Management Inc | 1,396 | $654.7K | 0.19% | −50−3.5% | Reduced |
| PPS&V Asset Management Consultants, Inc. | 1,392 | $652.9K | 0.53% | +56+4.2% | Added |
| Tevis Investment Management | 1,388 | $651.0K | 0.64% | −91−6.2% | Reduced |
| LS Investment Advisors, LLC | 1,385 | $649.5K | 0.11% | 00.0% | Unchanged |
| Concord Asset Management, LLC | 1,382 | $648.3K | 0.23% | +174+14.4% | Added |
| TBH Global Asset Management, LLC | 1,380 | $647.3K | 0.13% | +217+18.7% | Added |
| Newman Dignan & Sheerar, Inc. | 1,380 | $647.2K | 0.20% | 00.0% | Unchanged |
| Gables Capital Management Inc. | 1,379 | $646.7K | 0.42% | 00.0% | Unchanged |
| Wambolt & Associates, LLC | 1,375 | $644.7K | 0.23% | +25+1.9% | Added |
| Green Harvest Asset Management LLC | 1,374 | $644.4K | 0.02% | −106−7.2% | Reduced |
| Stony Point Wealth Management Inc. | 1,372 | $643.6K | 0.32% | −47−3.3% | Reduced |
| Wilkins Investment Counsel Inc | 1,370 | $643.0K | 0.17% | −180−11.6% | Reduced |
| Ellis Investment Partners, LLC | 1,370 | $642.7K | 0.16% | +359+35.5% | Added |
| Prentice Wealth Management LLC | 1,361 | $638.3K | 0.29% | −155−10.2% | Reduced |
| Kanawha Capital Management LLC | 1,360 | $637.8K | 0.06% | +9+0.7% | Added |
| WealthPLAN Partners, LLC | 1,354 | $635.0K | 0.09% | −190−12.3% | Reduced |
| Founders Financial Securities LLC | 1,353 | $634.6K | 0.08% | −512−27.5% | Reduced |
| Riverstone Advisors, LLC | 1,350 | $633.1K | 0.38% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 1,350 | $633.1K | 0.07% | −8−0.6% | Reduced |
| TrinityPoint Wealth, LLC | 1,349 | $632.5K | 0.12% | +109+8.8% | Added |
| Mayfair Advisory Group, LLC | 1,397 | $631.6K | 0.63% | 00.0% | Unchanged |
| Phillips Financial Management, LLC | 1,346 | $631.3K | 0.06% | +446+49.6% | Added |
| Dock Street Asset Management Inc | 1,345 | $630.8K | 0.11% | 00.0% | Unchanged |
| WSFS Capital Management, LLC | 1,345 | $630.8K | 0.06% | +235+21.2% | Added |
| Flaharty Asset Management, LLC | 1,344 | $630.5K | 0.11% | −24−1.8% | Reduced |
| Green Alpha Advisors, LLC | 1,341 | $628.9K | 0.41% | 00.0% | Unchanged |
| Kennedy Investment Group | 1,336 | $626.7K | 0.37% | −5−0.4% | Reduced |
| Mark Stevens | 1,334 | $625.6K | 0.08% | −47−3.4% | Reduced |
| Orion Capital Management LLC | 1,334 | $625.6K | 0.41% | 00.0% | Unchanged |
| Waypoint Capital Advisors, LLC | 1,333 | $625.2K | 0.20% | +10+0.8% | Added |
| Pettee Investors, Inc. | 1,330 | $623.7K | 0.28% | 00.0% | Unchanged |
| Edgemoor Investment Advisors, Inc. | 1,328 | $622.9K | 0.07% | 00.0% | Unchanged |
| Garden State Investment Advisory Services LLC | 1,322 | $620.3K | 0.27% | +1,322 | New |
| Monterey Private Wealth, Inc. | 1,322 | $620.0K | 0.30% | −698−34.6% | Reduced |
| MainStreet Investment Advisors LLC | 1,322 | $620.0K | 0.07% | −28−2.1% | Reduced |
| RFP Financial Group LLC | 1,321 | $619.6K | 0.25% | +258+24.3% | Added |
| Arrowroot Family Office, LLC | 1,321 | $619.4K | 0.47% | +2+0.2% | Added |
| Calton & Associates, Inc. | 1,320 | $619.1K | 0.29% | +131+11.0% | Added |