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 |
|---|---|---|---|---|---|
| Wealth Effects LLC | 1,320 | $619.0K | 0.27% | +10+0.8% | Added |
| Delphia (USA) Inc. | 1,319 | $618.7K | 0.98% | −105−7.4% | Reduced |
| McAdam, LLC | 1,318 | $618.0K | 0.05% | +390+42.0% | Added |
| LifePro Asset Management | 1,317 | $617.7K | 0.48% | −724−35.5% | Reduced |
| Twin Focus Capital Partners, LLC | 1,313 | $615.8K | 0.12% | +123+10.3% | Added |
| Hamilton Capital, LLC | 1,309 | $614.1K | 0.04% | −58−4.2% | Reduced |
| Zhang Financial LLC | 1,308 | $613.4K | 0.06% | −18−1.4% | Reduced |
| First Commonwealth Financial Corp | 1,308 | $613.4K | 0.20% | 00.0% | Unchanged |
| Klingman & Associates, LLC | 1,305 | $612.0K | 0.05% | +216+19.8% | Added |
| Exchange Bank | 1,304 | $611.5K | 0.59% | +1,304 | New |
| Jackson Hole Capital Partners, LLC | 1,303 | $611.3K | 0.17% | −48−3.6% | Reduced |
| Capital Advisors, Ltd. LLC | 1,302 | $611.0K | 0.09% | +617+90.1% | Added |
| CKW Financial Group | 1,302 | $611.0K | 0.09% | +700+116.3% | Added |
| Global Trust Asset Management, LLC | 1,302 | $610.6K | 0.27% | 00.0% | Unchanged |
| Provident Wealth Management, LLC | 1,300 | $609.7K | 0.30% | +4+0.3% | Added |
| Lee Financial Co | 1,297 | $608.3K | 0.11% | +306+30.9% | Added |
| Hanseatic Management Services Inc | 1,297 | $608.0K | 1.12% | +1,187+1,079.1% | Added |
| Wealth Quarterback LLC | 1,295 | $607.4K | 0.42% | −64−4.7% | Reduced |
| Wimmer Associates 1, LLC | 1,285 | $602.6K | 0.36% | 00.0% | Unchanged |
| AlphaMark Advisors, LLC | 1,284 | $602.0K | 0.28% | −15−1.2% | Reduced |
| S.A. Mason LLC | 1,751 | $601.3K | 0.44% | 00.0% | Unchanged |
| MBL Wealth, LLC | 1,281 | $600.8K | 0.08% | +402+45.7% | Added |
| Washington Trust Advisors, Inc. | 1,281 | $600.7K | 0.06% | +17+1.3% | Added |
| Five Oceans Advisors | 1,280 | $600.3K | 0.39% | +111+9.5% | Added |
| Baldwin Brothers Inc | 1,272 | $596.5K | 0.05% | −25−1.9% | Reduced |
| Valley Brook Capital Group | 1,271 | $596.1K | 0.55% | −230−15.3% | Reduced |
| Excalibur Management Corp | 1,271 | $596.1K | 0.30% | +9+0.7% | Added |
| FLC Capital Advisors | 1,268 | $594.7K | 0.17% | −10−0.8% | Reduced |
| Hallmark Capital Management Inc | 1,263 | $592.3K | 0.05% | −6−0.5% | Reduced |
| Altrius Capital Management Inc | 1,263 | $592.3K | 0.18% | −63−4.8% | Reduced |
| Bridgeworth, LLC | 1,262 | $591.6K | 0.07% | +187+17.4% | Added |
| Hummer Financial Advisory Services Inc | 1,259 | $590.4K | 0.58% | 00.0% | Unchanged |
| HCR Wealth Advisors | 1,259 | $590.3K | 0.11% | −45−3.5% | Reduced |
| Total Clarity Wealth Management, Inc. | 1,254 | $588.3K | 0.29% | +217+20.9% | Added |
| Tilia Fiduciary Partners, Inc. | 1,254 | $587.9K | 0.53% | +12+1.0% | Added |
| MBA Advisors LLC | 1,252 | $587.2K | 0.35% | 00.0% | Unchanged |
| Miller Investment Management, LP | 1,250 | $586.2K | 0.09% | 00.0% | Unchanged |
| Optas, LLC | 1,249 | $585.8K | 0.20% | +66+5.6% | Added |
| Richard W. Paul & Associates, LLC | 1,249 | $585.6K | 0.26% | +1+0.1% | Added |
| Bank of New Hampshire | 1,248 | $585.3K | 0.17% | +4+0.3% | Added |
| Clearwater Capital Advisors, LLC | 1,247 | $584.8K | 0.07% | +10+0.8% | Added |
| First National Bank Sioux Falls | 1,247 | $584.8K | 0.37% | 00.0% | Unchanged |
| Relaxing Retirement Coach | 1,245 | $583.9K | 0.18% | +157+14.4% | Added |
| Silverlake Wealth Management LLC | 1,244 | $583.5K | 0.32% | −54−4.2% | Reduced |
| Amplius Wealth Advisors, LLC | 1,243 | $582.9K | 0.08% | +124+11.1% | Added |
| Xcel Wealth Management, LLC | 1,242 | $582.5K | 0.18% | +202+19.4% | Added |
| Renaissance Investment Group LLC | 1,240 | $581.5K | 0.15% | +40+3.3% | Added |
| Transamerica Financial Advisors, Inc. | 1,239 | $581.0K | 0.08% | +1,212+4,488.9% | Added |
| Pegasus Partners Ltd. | 1,233 | $578.3K | 0.09% | −88−6.7% | Reduced |
| PBMares Wealth Management LLC | 1,224 | $574.0K | 0.21% | 00.0% | Unchanged |
| Jackson Creek Investment Advisors LLC | 1,224 | $574.0K | 0.23% | −449−26.8% | Reduced |
| Godsey & Gibb Associates | 1,222 | $573.1K | 0.07% | −53−4.2% | Reduced |
| Aviance Capital Partners, LLC | 1,222 | $572.9K | 0.12% | +176+16.8% | Added |
| Liberty Wealth Management LLC | 1,217 | $570.8K | 0.14% | −27−2.2% | Reduced |
| Arbor Trust Wealth Advisors, LLC | 1,216 | $570.3K | 0.36% | +10+0.8% | Added |
| Glassman Wealth Services | 1,213 | $568.9K | 0.09% | +69+6.0% | Added |
| Segment Wealth Management, LLC | 1,213 | $568.9K | 0.06% | +105+9.5% | Added |
| Talisman Wealth Advisors LLC | 1,212 | $568.5K | 0.97% | +10+0.8% | Added |
| Evanson Asset Management, LLC | 1,211 | $567.9K | 0.05% | +240+24.7% | Added |
| Successful Portfolios LLC | 1,209 | $567.0K | 0.49% | −135−10.0% | Reduced |
| 1776 Wealth LLC | 1,206 | $565.6K | 0.30% | +1,206 | New |
| Peloton Wealth Strategists | 1,204 | $565.0K | 0.25% | +1+0.1% | Added |
| CoreFirst Bank & Trust | 1,200 | $562.8K | 0.40% | 00.0% | Unchanged |
| Dantai Capital Ltd | 1,200 | $562.8K | 0.90% | +1,200 | New |
| Divergent Wealth Advisors, LLC | 1,197 | $561.2K | 0.12% | +3+0.3% | Added |
| Exchange Capital Management, Inc. | 1,193 | $559.3K | 0.10% | +92+8.4% | Added |
| Smith Chas P & Associates Pa Cpas | 1,191 | $559.0K | 0.04% | +125+11.7% | Added |
| Diametric Capital, LP | 1,188 | $557.1K | 0.25% | +1,188 | New |
| Relative Value Partners Group, LLC | 1,186 | $556.2K | 0.04% | 00.0% | Unchanged |
| Latitude Advisors, LLC | 1,184 | $555.5K | 0.39% | +348+41.6% | Added |
| Delta Investment Management, LLC | 1,183 | $554.8K | 0.15% | −3−0.3% | Reduced |
| Signature Wealth Management Group | 1,178 | $552.5K | 0.26% | +386+48.7% | Added |
| Monarch Capital Management Inc | 1,176 | $551.5K | 0.17% | 00.0% | Unchanged |
| Peak Planning Group, LLC | 1,176 | $551.4K | 0.41% | 00.0% | Unchanged |
| First United Bank Trust | 1,170 | $548.7K | 0.24% | +25+2.2% | Added |
| Cooper Financial Group | 1,164 | $546.1K | 0.14% | +184+18.8% | Added |
| Widmann Financial Services, Inc. | 1,164 | $545.9K | 0.52% | −50−4.1% | Reduced |
| Salvus Wealth Management, LLC | 1,162 | $545.1K | 0.42% | +12+1.0% | Added |
| Tradition Wealth Management, LLC | 1,162 | $545.0K | 0.06% | −69−5.6% | Reduced |
| Clear Creek Financial Management, LLC | 1,161 | $544.6K | 0.09% | −69−5.6% | Reduced |
| Northstar Group, Inc. | 1,160 | $544.0K | 0.13% | −100−7.9% | Reduced |
| Resources Management Corp | 1,161 | $544.0K | 0.08% | +929+400.4% | Added |
| Revolve Wealth Partners, LLC | 1,159 | $543.5K | 0.13% | +147+14.5% | Added |
| BEAM Asset Management, LLC | 1,157 | $542.7K | 0.38% | +25+2.2% | Added |
| Fingerlakes Wealth Management, Inc. | 1,155 | $541.9K | 0.62% | +2+0.2% | Added |
| Sterling Investment Counsel, LLC | 1,150 | $539.3K | 0.29% | 00.0% | Unchanged |
| American Trust Investment Advisors, LLC | 1,148 | $538.4K | 0.30% | +15+1.3% | Added |
| Black Diamond Financial, LLC | 1,145 | $536.9K | 0.16% | 00.0% | Unchanged |
| Janney Capital Management LLC | 1,139 | $534.0K | 0.04% | 00.0% | Unchanged |
| Auxano Advisors, LLC | 1,553 | $533.3K | 0.21% | 00.0% | Unchanged |
| Parnassus Investments | 1,133 | $531.4K | 0.00% | +102+9.9% | Added |
| FSM Wealth Advisors, LLC | 1,208 | $530.8K | 0.27% | +244+25.3% | Added |
| Mount Vernon Associates Inc | 1,130 | $530.0K | 0.56% | −24−2.1% | Reduced |
| Aurora Investment Managers, LLC. | 1,130 | $530.0K | 0.40% | 00.0% | Unchanged |
| Financial Advisory Group | 1,130 | $529.9K | 0.10% | 00.0% | Unchanged |
| Iowa State Bank | 1,130 | $529.9K | 0.13% | 00.0% | Unchanged |
| NWF Advisory Services Inc. | 1,128 | $529.2K | 0.12% | 00.0% | Unchanged |
| Albion Financial Group | 1,126 | $528.1K | 0.05% | +102+10.0% | Added |
| Legacy Trust | 1,126 | $528.1K | 0.15% | −19−1.7% | Reduced |
| LWMG, LLC | 1,126 | $528.0K | 0.15% | −15−1.3% | Reduced |