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 |
|---|---|---|---|---|---|
| Triad Financial Advisors, Inc. | 1,123 | $526.7K | 0.22% | −54−4.6% | Reduced |
| Beacon Capital Management, LLC | 1,121 | $525.8K | 0.14% | +160+16.6% | Added |
| Security Financial Services, INC. | 1,120 | $525.3K | 0.15% | −1,172−51.1% | Reduced |
| Elevated Capital Advisors, LLC | 1,117 | $523.9K | 0.17% | +59+5.6% | Added |
| Barrett & Company, Inc. | 1,113 | $522.2K | 0.30% | +2+0.2% | Added |
| Cora Capital Advisors LLC | 1,110 | $520.7K | 0.35% | +154+16.1% | Added |
| Lantz Financial LLC | 1,110 | $520.5K | 0.20% | +94+9.3% | Added |
| Quantum Financial Advisors, LLC | 1,108 | $519.6K | 0.15% | 00.0% | Unchanged |
| Wealth Architects, LLC | 1,103 | $517.3K | 0.09% | −165−13.0% | Reduced |
| McDonald Partners LLC | 1,100 | $515.9K | 0.16% | −25−2.2% | Reduced |
| JSF Financial, LLC | 1,097 | $514.4K | 0.18% | +95+9.5% | Added |
| Eagle Strategies LLC | 1,094 | $513.4K | 0.12% | +37+3.5% | Added |
| Ritter Daniher Financial Advisory LLC | 1,094 | $513.1K | 0.21% | +150+15.9% | Added |
| Stillwater Capital Advisors, LLC | 1,094 | $513.0K | 0.09% | 00.0% | Unchanged |
| Hoxton Planning & Management, LLC | 1,092 | $512.1K | 0.32% | −60−5.2% | Reduced |
| Foster & Motley Inc | 1,091 | $512.0K | 0.04% | +1,091 | New |
| Strategic Advisors LLC | 1,089 | $510.9K | 0.10% | +73+7.2% | Added |
| M. Kraus & Co | 1,088 | $510.3K | 0.17% | −5−0.5% | Reduced |
| Waterloo Capital, L.P. | 1,086 | $509.5K | 0.15% | +1,086 | New |
| Regatta Capital Group, LLC | 1,081 | $507.0K | 0.16% | −132−10.9% | Reduced |
| Antonetti Capital Management LLC | 1,080 | $506.5K | 0.73% | −200−15.6% | Reduced |
| Pekin Hardy Strauss, Inc. | 1,077 | $505.1K | 0.08% | +254+30.9% | Added |
| Financial Partners Group, Inc | 1,119 | $503.2K | 0.10% | −68−5.7% | Reduced |
| Navis Wealth Advisors, LLC | 1,072 | $502.6K | 0.46% | +1+0.1% | Added |
| Roof Eidam & Maycock | 1,070 | $501.8K | 0.17% | 00.0% | Unchanged |
| Carson Advisory Inc. | 1,065 | $499.5K | 0.42% | −99−8.5% | Reduced |
| Retirement Income Solutions, Inc | 1,064 | $499.0K | 0.13% | 00.0% | Unchanged |
| TrueWealth Advisors, LLC | 1,063 | $498.6K | 0.20% | 00.0% | Unchanged |
| Soltis Investment Advisors LLC | 1,063 | $498.5K | 0.06% | +78+7.9% | Added |
| GEM Asset Management, LLC | 1,057 | $495.9K | 0.38% | 00.0% | Unchanged |
| ASB Consultores, LLC | 1,056 | $495.2K | 0.24% | +137+14.9% | Added |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 1,056 | $495.2K | 0.09% | +1,056 | New |
| Innova Wealth Partners | 1,055 | $494.8K | 0.42% | −345−24.6% | Reduced |
| Charter Oak Capital Management, LLC | 1,054 | $494.1K | 0.06% | +74+7.6% | Added |
| Capital Analysts, LLC | 1,045 | $490.0K | 0.03% | +703+205.6% | Added |
| Avion Wealth | 1,042 | $488.0K | 0.13% | +34+3.4% | Added |
| Gillespie Robinson & Grimm Inc | 1,040 | $487.7K | 0.05% | +35+3.5% | Added |
| Azzad Asset Management Inc | 1,040 | $487.5K | 0.07% | −149−12.5% | Reduced |
| Sandbox Financial Partners, LLC | 1,035 | $485.6K | 0.25% | −306−22.8% | Reduced |
| Vantage Financial Partners Ltd., Inc. | 1,035 | $485.4K | 0.27% | −50−4.6% | Reduced |
| Zullo Investment Group, Inc. | 1,033 | $484.5K | 0.28% | +5+0.5% | Added |
| Trustmark National Bank Trust Department | 1,031 | $483.5K | 0.04% | −631−38.0% | Reduced |
| Callahan Advisors, LLC | 1,030 | $483.0K | 0.06% | +150+17.0% | Added |
| Clear Street Markets LLC | 1,030 | $483.0K | 0.20% | −517−33.4% | Reduced |
| Sittner & Nelson, LLC | 1,028 | $482.1K | 0.26% | +25+2.5% | Added |
| Cheviot Value Management, LLC | 1,024 | $480.2K | 0.10% | 00.0% | Unchanged |
| Beacon Investment Advisors LLC | 1,024 | $480.2K | 0.33% | 00.0% | Unchanged |
| PFW Advisors LLC | 906 | $478.6K | 0.16% | +906 | New |
| Donald L. Hagan, LLC | 1,020 | $478.4K | 0.27% | 00.0% | Unchanged |
| Alphadyne Asset Management LP | 1,020 | $478.4K | 1.46% | +1,020 | New |
| CCM Investment Advisers LLC | 1,016 | $476.5K | 0.06% | −200−16.4% | Reduced |
| Concorde Asset Management, LLC | 1,013 | $475.3K | 0.44% | +1,013 | New |
| Columbia Trust Co 01012016 | 1,013 | $475.1K | 0.27% | −25−2.4% | Reduced |
| Castle Rock Wealth Management, LLC | 1,019 | $474.5K | 0.16% | +1+0.1% | Added |
| Consolidated Planning Corp | 1,010 | $473.7K | 0.10% | +1,010 | New |
| Private Ocean, LLC | 1,009 | $473.2K | 0.06% | 00.0% | Unchanged |
| Portside Wealth Group, LLC | 1,003 | $470.4K | 0.09% | +1,003 | New |
| Franklin Street Advisors Inc | 1,002 | $470.0K | 0.04% | +100+11.1% | Added |
| Kapitalo Investimentos Ltda | 1,001 | $469.4K | 0.09% | +1,001 | New |
| Hemington Wealth Management | 1,002 | $469.0K | 0.19% | −45−4.3% | Reduced |
| Doheny Asset Management | 1,000 | $469.0K | 0.40% | 00.0% | Unchanged |
| Montgomery Investment Management Inc | 1,000 | $469.0K | 0.16% | 00.0% | Unchanged |
| Cacti Asset Management LLC | 1,000 | $469.0K | 0.04% | 00.0% | Unchanged |
| Mendel Capital Management LLC | 1,000 | $469.0K | 0.38% | 00.0% | Unchanged |
| Rock Creek Group, LP | 998 | $468.0K | 0.07% | +288+40.6% | Added |
| Family Firm, Inc. | 998 | $467.9K | 0.12% | +2+0.2% | Added |
| Running Point Capital Advisors, LLC | 997 | $467.6K | 0.26% | +11+1.1% | Added |
| Noesis Capital Mangement Corp | 994 | $466.2K | 0.11% | −60−5.7% | Reduced |
| NBW Capital LLC | 985 | $461.8K | 0.11% | −7−0.7% | Reduced |
| Tarbox Family Office, Inc. | 984 | $461.6K | 0.09% | −5−0.5% | Reduced |
| Advisors Preferred, LLC | 1,000 | $461.4K | 0.11% | −453−31.2% | Reduced |
| LaSalle St. Investment Advisors, LLC | 985 | $461.0K | 0.20% | −227−18.7% | Reduced |
| Baron Silver Stevens Financial Advisors, LLC | 983 | $460.8K | 0.10% | +61+6.6% | Added |
| Beacon Financial Strategies CORP | 982 | $460.7K | 0.38% | 00.0% | Unchanged |
| Stevard, LLC | 982 | $460.5K | 0.44% | +22+2.3% | Added |
| Aprio Wealth Management, LLC | 978 | $458.8K | 0.13% | −110−10.1% | Reduced |
| Zuckerman Investment Group, LLC | 973 | $456.3K | 0.07% | −16−1.6% | Reduced |
| Partners Capital Investment Group, LLP | 970 | $454.9K | 0.01% | +970 | New |
| Searle & Co. | 1,000 | $454.6K | 0.14% | 00.0% | Unchanged |
| Seven Mile Advisory | 969 | $454.4K | 0.53% | +969 | New |
| Mascoma Wealth Management LLC | 869 | $453.3K | 0.14% | −309−26.2% | Reduced |
| Eaton Financial Holdings Company, LLC | 965 | $452.6K | 0.34% | +25+2.7% | Added |
| Aberdeen Wealth Management LLC | 955 | $447.9K | 0.32% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 810 | $447.4K | 0.29% | +810 | New |
| Plotkin Financial Advisors, LLC | 954 | $447.4K | 0.37% | 00.0% | Unchanged |
| Beacon Financial Group | 963 | $447.0K | 0.06% | +65+7.2% | Added |
| Kavar Capital Partners Group, LLC | 951 | $446.0K | 0.10% | +231+32.1% | Added |
| Jacobsen Capital Management | 950 | $445.5K | 0.23% | +950 | New |
| Capital City Trust Co | 947 | $444.1K | 0.14% | 00.0% | Unchanged |
| RKL Wealth Management LLC | 947 | $443.9K | 0.05% | −31−3.2% | Reduced |
| Paragon Private Wealth Management, LLC | 946 | $443.7K | 0.35% | 00.0% | Unchanged |
| Portland Global Advisors LLC | 944 | $443.0K | 0.07% | 00.0% | Unchanged |
| Two Sigma Securities, LLC | 944 | $442.7K | 0.04% | −189−16.7% | Reduced |
| Perennial Investment Advisors, LLC | 942 | $442.3K | 0.08% | +43+4.8% | Added |
| Northstar Advisory Group, LLC | 943 | $442.2K | 0.29% | −1,670−63.9% | Reduced |
| Centurion Wealth Management LLC | 941 | $441.3K | 0.21% | −1−0.1% | Reduced |
| Avaii Wealth Management, LLC | 938 | $439.8K | 0.34% | +55+6.2% | Added |
| PCA Investment Advisory Services Inc. | 937 | $439.7K | 0.26% | +28+3.1% | Added |
| Cassia Capital Partners, LLC | 934 | $438.0K | 0.35% | −95−9.2% | Reduced |
| PRW Wealth Management LLC | 977 | $436.9K | 0.15% | +20+2.1% | Added |