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 |
|---|---|---|---|---|---|
| Leisure Capital Management | 928 | $435.3K | 0.24% | −1,200−56.4% | Reduced |
| Avalon Trust Co | 928 | $435.2K | 0.04% | +605+187.3% | Added |
| First Affirmative Financial Network | 922 | $432.3K | 0.43% | +214+30.2% | Added |
| Missouri Trust & Investment Co | 919 | $431.0K | 0.24% | +145+18.7% | Added |
| Fort, L.P. | 915 | $429.1K | 1.13% | −92−9.1% | Reduced |
| O'Brien Greene & Co. Inc | 915 | $429.0K | 0.15% | −25−2.7% | Reduced |
| Key Client Fiduciary Advisors, LLC | 914 | $428.6K | 0.25% | +4+0.4% | Added |
| TFB Advisors LLC | 914 | $428.6K | 0.19% | +110+13.7% | Added |
| Cordatus Wealth Management LLC | 912 | $428.0K | 0.16% | +912 | New |
| Cedar Wealth Management, LLC | 909 | $426.3K | 0.16% | 00.0% | Unchanged |
| Commerzbank Aktiengesellschaft | 909 | $426.0K | 0.02% | +209+29.9% | Added |
| Greenwood Gearhart Inc | 902 | $423.0K | 0.05% | −4−0.4% | Reduced |
| One + One Wealth Management, LLC | 900 | $422.1K | 0.27% | 00.0% | Unchanged |
| Alaethes Wealth LLC | 900 | $422.0K | 0.23% | +70+8.4% | Added |
| S. R. Schill & Associates | 899 | $421.6K | 0.19% | 00.0% | Unchanged |
| Wayfinding Financial, LLC | 919 | $421.0K | 0.29% | −25−2.6% | Reduced |
| Am Investment Strategies LLC | 897 | $421.0K | 0.13% | +897 | New |
| New Republic Capital, LLC | 897 | $420.7K | 0.29% | +54+6.4% | Added |
| AFS Financial Group, LLC | 894 | $419.3K | 0.27% | −56−5.9% | Reduced |
| Greenhouse Wealth Management, LLC | 893 | $419.0K | 0.37% | 00.0% | Unchanged |
| Atwater Malick LLC | 892 | $418.4K | 0.18% | +892 | New |
| Cookson Peirce & Co Inc | 892 | $418.0K | 0.03% | +47+5.6% | Added |
| Colonial River Wealth Management, LLC | 889 | $416.9K | 0.27% | +107+13.7% | Added |
| Triune Financial Partners, LLC | 888 | $416.7K | 0.17% | +888 | New |
| Royal Harbor Partners, LLC | 888 | $416.5K | 0.20% | 00.0% | Unchanged |
| Heartwood Wealth Advisors LLC | 887 | $416.0K | 0.06% | +887 | New |
| ERn Financial, LLC | 883 | $413.9K | 0.09% | −72−7.5% | Reduced |
| Inscription Capital, LLC | 881 | $413.2K | 0.13% | +7+0.8% | Added |
| WealthShield Partners, LLC | 881 | $413.2K | 0.06% | +210+31.3% | Added |
| UMA Financial Services, Inc. | 895 | $413.0K | 0.10% | 00.0% | Unchanged |
| Diversified, LLC | 880 | $412.7K | 0.11% | 00.0% | Unchanged |
| Wealth Advisors of Iowa, LLC | 879 | $412.4K | 0.30% | +1+0.1% | Added |
| River Wealth Advisors LLC | 877 | $411.5K | 0.07% | +1+0.1% | Added |
| Alterity Financial Group, LLC | 876 | $410.8K | 0.59% | +876 | New |
| United Community Bank | 872 | $409.0K | 0.36% | 00.0% | Unchanged |
| Alliance Wealth Advisors, LLC | 871 | $408.5K | 0.29% | 00.0% | Unchanged |
| Dean Investment Associates, LLC | 870 | $408.0K | 0.07% | 00.0% | Unchanged |
| Cowa, LLC | 869 | $407.5K | 0.27% | 00.0% | Unchanged |
| O'Dell Group, LLC | 864 | $405.3K | 0.12% | +864 | New |
| Joule Financial, LLC | 862 | $404.3K | 0.21% | −60−6.5% | Reduced |
| Garde Capital, Inc. | 857 | $402.0K | 0.03% | 00.0% | Unchanged |
| Northstar Asset Management LLC | 850 | $398.6K | 0.11% | 00.0% | Unchanged |
| Wedgewood Investors Inc | 849 | $398.2K | 0.51% | 00.0% | Unchanged |
| Piscataqua Savings Bank | 849 | $398.2K | 0.33% | +75+9.7% | Added |
| Ridgecrest Wealth Partners, LLC | 846 | $396.8K | 0.26% | −4−0.5% | Reduced |
| Paulson Wealth Management Inc. | 846 | $396.8K | 0.14% | +41+5.1% | Added |
| Oxbow Advisors, LLC | 845 | $396.3K | 0.06% | +52+6.6% | Added |
| Cardiff Park Advisors, LLC | 843 | $395.4K | 0.05% | 00.0% | Unchanged |
| Cardinal Strategic Wealth Guidance | 843 | $395.4K | 0.18% | +35+4.3% | Added |
| Great Waters Wealth Management | 842 | $395.1K | 0.08% | 00.0% | Unchanged |
| Financial Engines Advisors L.L.C. | 840 | $394.0K | 0.00% | +18+2.2% | Added |
| Lakewood Asset Management LLC | 839 | $393.3K | 0.31% | +1+0.1% | Added |
| Triumph Capital Management | 838 | $393.0K | 0.18% | −367−30.5% | Reduced |
| Sterling Financial Planning, Inc. | 837 | $392.5K | 0.19% | 00.0% | Unchanged |
| Tandem Wealth Advisors LLC | 836 | $392.1K | 0.24% | −349−29.5% | Reduced |
| W.H. Cornerstone Investments Inc. | 835 | $392.0K | 0.35% | +2+0.2% | Added |
| TSFG, LLC | 833 | $391.0K | 0.15% | +1+0.1% | Added |
| HBW Advisory Services LLC | 831 | $390.0K | 0.08% | −185−18.2% | Reduced |
| Dudley Capital Management, LLC | 830 | $389.3K | 0.26% | −49−5.6% | Reduced |
| JB Capital LLC | 829 | $388.6K | 0.03% | +59+7.7% | Added |
| Keystone Wealth Services, LLC | 827 | $388.0K | 0.14% | +70+9.2% | Added |
| Nexus Investment Management ULC | 826 | $387.4K | 0.04% | 00.0% | Unchanged |
| Midwest Heritage Bank, FSB | 826 | $387.4K | 0.29% | 00.0% | Unchanged |
| Tucker Asset Management LLC | 826 | $387.4K | 0.11% | +624+308.9% | Added |
| Sunburst Financial Group, LLC | 826 | $387.2K | 0.14% | +5+0.6% | Added |
| Nikulski Financial, Inc. | 825 | $386.9K | 0.16% | −75−8.3% | Reduced |
| Main Line Retirement Advisors, LLC | 824 | $386.5K | 0.36% | +824 | New |
| Wealthstream Advisors, Inc. | 823 | $386.0K | 0.20% | +44+5.6% | Added |
| Headinvest, LLC | 727 | $384.1K | 0.08% | −146−16.7% | Reduced |
| Levin Capital Strategies, L.P. | 815 | $382.2K | 0.04% | +815 | New |
| Apella Capital, LLC | 811 | $380.5K | 0.03% | +811 | New |
| Wiley Bros.-Aintree Capital, LLC | 811 | $380.3K | 0.17% | +135+20.0% | Added |
| IFP Advisors, Inc | 7,083 | $379.0K | 0.02% | +38+0.5% | Added |
| Morningstar Investment Services LLC | 818 | $379.0K | 0.00% | +818 | New |
| Future Fund LLC | 805 | $377.5K | 3.59% | +805 | New |
| Benin Management CORP | 804 | $377.1K | 0.13% | −96−10.7% | Reduced |
| PrairieView Partners, LLC | 804 | $377.0K | 0.05% | +4+0.5% | Added |
| Callan Capital, LLC | 802 | $376.1K | 0.04% | +120+17.6% | Added |
| Monticello Wealth Management, LLC | 801 | $375.7K | 0.04% | +161+25.2% | Added |
| David J Yvars Group | 801 | $375.7K | 0.31% | 00.0% | Unchanged |
| Diamant Asset Management, Inc. | 800 | $375.2K | 0.29% | 00.0% | Unchanged |
| Hobart Private Capital, LLC | 800 | $375.2K | 0.14% | 00.0% | Unchanged |
| WT Wealth Management | 800 | $375.2K | 0.16% | 00.0% | Unchanged |
| Sculati Wealth Management, LLC | 800 | $375.2K | 0.19% | 00.0% | Unchanged |
| Twelve Points Wealth Management LLC | 800 | $375.2K | 0.20% | 00.0% | Unchanged |
| WJ Wealth Management, LLC | 800 | $375.2K | 0.18% | +800 | New |
| CFO4Life Group, LLC | 798 | $374.2K | 0.08% | +798 | New |
| Westmount Partners, LLC | 798 | $374.1K | 0.16% | −18−2.2% | Reduced |
| Garrett Investment Advisors LLC | 796 | $373.4K | 0.05% | −26−3.2% | Reduced |
| Lodestar Private Asset Management LLC | 794 | $372.4K | 0.06% | +88+12.5% | Added |
| Fort Pitt Capital Group, LLC | 792 | $371.4K | 0.01% | −60−7.0% | Reduced |
| Applied Finance Capital Management, LLC | 792 | $371.4K | 0.04% | +35+4.6% | Added |
| McCarthy Asset Management, Inc. | 792 | $371.3K | 0.25% | 00.0% | Unchanged |
| Benchmark Financial Wealth Advisors, LLC | 789 | $370.3K | 0.17% | +789 | New |
| C M Bidwell & Associates Ltd | 789 | $370.0K | 0.27% | +507+179.8% | Added |
| Middleton & Co Inc | 787 | $369.1K | 0.05% | 00.0% | Unchanged |
| First National Bank | 786 | $368.6K | 0.30% | −23−2.8% | Reduced |
| Sovereign Financial Group, Inc. | 783 | $367.2K | 0.12% | +783 | New |
| Mogy Joel R Investment Counsel Inc | 782 | $366.7K | 0.03% | +115+17.2% | Added |
| JJJ Advisors Inc. | 781 | $366.3K | 0.10% | −173−18.1% | Reduced |