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 $942.8B 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
- 2,819
- +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
- 1,075 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 | $942.8B |
| Q1 2026 | 4,392 | $712.9B |
| Q4 2025 | 4,453 | $843.2B |
| Q3 2025 | 3,905 | $583.5B |
| Q2 2025 | 3,915 | $610.1B |
| Q1 2025 | 3,929 | $688.4B |
| Q4 2024 | 3,914 | $602.9B |
| Q3 2024 | 3,667 | $687.4B |
| Q2 2024 | 3,572 | $707.0B |
| Q1 2024 | 3,466 | $607.2B |
| Q4 2023 | 3,277 | $457.2B |
| Q3 2023 | 2,979 | $421.9B |
| Q2 2023 | 2,819 | $366.7B |
| Q1 2023 | 2,620 | $269.7B |
| Q4 2022 | 2,673 | $288.4B |
| Q3 2022 | 2,490 | $256.1B |
| Q2 2022 | 2,451 | $255.6B |
| Q1 2022 | 2,350 | $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 |
|---|---|---|---|---|---|
| Hudson Valley Investment Advisors Inc | 52,393 | $24.6M | 3.33% | −1,982−3.6% | Reduced |
| Oak Ridge Investments LLC | 51,294 | $24.1M | 2.97% | −848−1.6% | Reduced |
| BKD Wealth Advisors, LLC | 50,970 | $23.9M | 0.70% | +144+0.3% | Added |
| Banco Santander, S.A. | 50,498 | $23.7M | 0.31% | +7,888+18.5% | Added |
| La Banque Postale Asset Management SA | 50,169 | $23.5M | 0.56% | +9,990+24.9% | Added |
| Investment House LLC | 50,062 | $23.5M | 1.76% | −728−1.4% | Reduced |
| Prudential PLC | 49,825 | $23.4M | 0.28% | −9,168−15.5% | Reduced |
| Exchange Traded Concepts, LLC | 49,785 | $23.3M | 0.58% | −17,918−26.5% | Reduced |
| Terry L. Blaker | 49,718 | $23.3M | 1.97% | +293+0.6% | Added |
| Nationale-Nederlanden Powszechne Towarzystwo Emerytalne S.A. | 49,338 | $23.1M | 6.72% | +27,931+130.5% | Added |
| Dakota Wealth Management | 48,928 | $22.9M | 1.08% | +2,566+5.5% | Added |
| Advisor Partners II, LLC | 48,821 | $22.9M | 1.07% | +3,335+7.3% | Added |
| Louisiana State Employees Retirement System | 48,700 | $22.8M | 0.51% | −2,600−5.1% | Reduced |
| Cornerstone Advisors, LLC | 48,700 | $22.8M | 1.09% | +3,300+7.3% | Added |
| HB Wealth Management, LLC | 48,344 | $22.7M | 0.36% | +32,016+196.1% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 48,000 | $22.5M | 0.10% | +25,833+116.5% | Added |
| Tokio Marine Asset Management Co Ltd | 47,990 | $22.5M | 1.44% | +2,066+4.5% | Added |
| Evercore Wealth Management, LLC | 47,589 | $22.3M | 0.41% | −693−1.4% | Reduced |
| Raub Brock Capital Management LP | 46,757 | $21.9M | 4.12% | −17,047−26.7% | Reduced |
| Central Trust Co | 46,750 | $21.9M | 0.61% | +46+0.1% | Added |
| Colonial Trust Advisors | 46,213 | $21.7M | 2.41% | −1,763−3.7% | Reduced |
| King Luther Capital Management Corp | 45,694 | $21.4M | 0.11% | +15,772+52.7% | Added |
| Shufro Rose & Co LLC | 45,594 | $21.4M | 1.96% | −410−0.9% | Reduced |
| Kingsview Wealth Management, LLC | 45,425 | $21.3M | 0.84% | −777−1.7% | Reduced |
| Cetera Advisors LLC | 45,155 | $21.2M | 0.33% | +16,329+56.6% | Added |
| Mastrapasqua Asset Management Inc | 44,231 | $20.7M | 2.33% | +73+0.2% | Added |
| Employees Provident Fund Board | 43,677 | $20.5M | 0.49% | +25,240+136.9% | Added |
| Hutchens & Kramer Investment Management Group, LLC | 43,649 | $20.5M | 16.36% | −40−0.1% | Reduced |
| Savant Capital, LLC | 43,596 | $20.4M | 0.32% | +3,082+7.6% | Added |
| Acadian Asset Management LLC | 43,187 | $20.3M | 0.08% | +1,684+4.1% | Added |
| South Street Advisors LLC | 42,831 | $20.1M | 3.98% | −5,529−11.4% | Reduced |
| Meitav Dash Investments Ltd | 43,272 | $20.1M | 0.16% | +21,280+96.8% | Added |
| Ronald Blue Trust, Inc. | 58,267 | $20.0M | 0.32% | −2,681−4.4% | Reduced |
| Oppenheimer Asset Management Inc. | 42,514 | $19.9M | 0.29% | −822−1.9% | Reduced |
| Wendell David Associates Inc | 42,306 | $19.8M | 2.24% | +2,215+5.5% | Added |
| National Asset Management, Inc. | 42,142 | $19.8M | 0.44% | −3,558−7.8% | Reduced |
| Sheaff Brock Investment Advisors, LLC | 41,961 | $19.7M | 1.89% | −2,124−4.8% | Reduced |
| Jarislowsky, Fraser Ltd | 41,696 | $19.6M | 0.12% | −17,767−29.9% | Reduced |
| Calamos Wealth Management LLC | 41,284 | $19.4M | 1.42% | −577−1.4% | Reduced |
| Pinnacle Financial Partners Inc | 41,251 | $19.3M | 0.49% | −3,872−8.6% | Reduced |
| Banque Cantonale Vaudoise | 40,938 | $19.2M | 0.90% | +434+1.1% | Added |
| 1st Source Bank | 40,834 | $19.2M | 1.24% | −2,899−6.6% | Reduced |
| Vident Investment Advisory, LLC | 40,822 | $19.1M | 0.66% | −1,089−2.6% | Reduced |
| Advisory Services Network, LLC | 40,784 | $19.1M | 0.51% | −7,228−15.1% | Reduced |
| Northwest & Ethical Investments L.P. | 40,610 | $19.0M | 0.61% | +11,021+37.2% | Added |
| Winslow Asset Management Inc | 40,541 | $19.0M | 4.10% | −594−1.4% | Reduced |
| Donaldson Capital Management, LLC | 40,474 | $19.0M | 0.87% | −1,307−3.1% | Reduced |
| Granite Investment Partners, LLC | 40,258 | $18.9M | 0.75% | +2,708+7.2% | Added |
| Tobam | 40,247 | $18.9M | 1.42% | −24,839−38.2% | Reduced |
| NTV Asset Management LLC | 39,833 | $18.7M | 3.26% | −87−0.2% | Reduced |
| Citizens Financial Group Inc | 39,625 | $18.6M | 0.68% | −3,285−7.7% | Reduced |
| D.A. Davidson & Co. | 39,554 | $18.6M | 0.20% | +2,357+6.3% | Added |
| Ieq Capital, LLC | 39,537 | $18.5M | 0.37% | +5,615+16.6% | Added |
| Dorsey & Whitney Trust CO LLC | 39,239 | $18.4M | 1.52% | +793+2.1% | Added |
| Assetmark, Inc | 39,218 | $18.4M | 0.07% | −2,857−6.8% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 39,115 | $18.3M | 0.20% | −3,911−9.1% | Reduced |
| Perigon Wealth Management, LLC | 39,015 | $18.3M | 0.72% | +25,875+196.9% | Added |
| Atria Wealth Solutions, Inc. | 38,670 | $18.1M | 0.25% | +4,204+12.2% | Added |
| Atria Investments LLC | 38,531 | $18.1M | 0.33% | −3,481−8.3% | Reduced |
| Burney Co | 38,407 | $18.0M | 0.83% | −810−2.1% | Reduced |
| New Mexico Educational Retirement Board | 38,308 | $18.0M | 0.79% | +1,800+4.9% | Added |
| Crossmark Global Holdings, Inc. | 39,094 | $17.9M | 0.39% | +601+1.6% | Added |
| TruWealth Advisors, LLC | 38,151 | $17.9M | 1.54% | +11,851+45.1% | Added |
| Core Alternative Capital | 37,844 | $17.7M | 2.60% | −14,249−27.4% | Reduced |
| Scotia Capital Inc. | 37,288 | $17.5M | 0.12% | +981+2.7% | Added |
| Congress Wealth Management LLC | 37,115 | $17.4M | 0.40% | +138+0.4% | Added |
| LVM Capital Management Ltd | 36,878 | $17.3M | 2.31% | −400−1.1% | Reduced |
| Quintet Private Bank (Europe) S.A. | 36,982 | $17.1M | 0.82% | −656−1.7% | Reduced |
| Sirios Capital Management L P | 36,364 | $17.1M | 2.95% | −2,247−5.8% | Reduced |
| Cardinal Capital Management | 36,231 | $17.0M | 3.42% | −1,067−2.9% | Reduced |
| Empower Advisory Group, LLC | 35,971 | $16.9M | 0.07% | −834−2.3% | Reduced |
| Lombard Odier Asset Management (Switzerland) SA | 35,890 | $16.8M | 2.39% | −9,536−21.0% | Reduced |
| PGGM Investments | 35,652 | $16.7M | 0.27% | −1,972−5.2% | Reduced |
| Avantax Advisory Services, Inc. | 35,535 | $16.7M | 0.19% | +859+2.5% | Added |
| Metis Global Partners, LLC | 35,341 | $16.6M | 0.89% | +1,606+4.8% | Added |
| Vestor Capital, LLC | 35,304 | $16.6M | 1.75% | +12,682+56.1% | Added |
| Logan Capital Management Inc | 34,988 | $16.4M | 0.79% | +194+0.6% | Added |
| Flputnam Investment Management Co | 34,873 | $16.4M | 0.45% | +2,570+8.0% | Added |
| Anomaly Capital Management, LP | 34,610 | $16.2M | 0.63% | +34,610 | New |
| Bamco Inc | 34,592 | $16.2M | 0.04% | 00.0% | Unchanged |
| Spire Wealth Management | 34,458 | $16.2M | 0.60% | +194+0.6% | Added |
| Ninety One UK Ltd | 34,381 | $16.1M | 0.05% | −17,101−33.2% | Reduced |
| Metropolitan Life Insurance Co | 34,337 | $16.1M | 0.78% | −938−2.7% | Reduced |
| Lido Advisors, LLC | 33,953 | $15.9M | 0.18% | −2,027−5.6% | Reduced |
| ClariVest Asset Management LLC | 33,835 | $15.9M | 0.80% | +33,798+91,345.9% | Added |
| Snowden Capital Advisors LLC | 33,798 | $15.9M | 0.57% | +7,139+26.8% | Added |
| Tompkins Financial Corp | 33,624 | $15.8M | 2.47% | −3,001−8.2% | Reduced |
| Brinker Capital Investments, LLC | 33,113 | $15.5M | 0.17% | −4,946−13.0% | Reduced |
| Orion Portfolio Solutions, LLC | 33,113 | $15.5M | 0.17% | −4,946−13.0% | Reduced |
| First National Bank of Omaha | 33,017 | $15.5M | 0.89% | −11,832−26.4% | Reduced |
| Davenport & Co LLC | 33,015 | $15.5M | 0.12% | −1,344−3.9% | Reduced |
| Soros Capital Management LLC | 32,500 | $15.2M | 11.81% | +32,500 | New |
| City Holding Co | 32,456 | $15.2M | 2.62% | −864−2.6% | Reduced |
| SG Americas Securities, LLC | 32,444 | $15.2M | 0.13% | −76,939−70.3% | Reduced |
| KCM Investment Advisors LLC | 32,434 | $15.2M | 0.61% | +6,960+27.3% | Added |
| Weiss Multi-Strategy Advisers LLC | 32,263 | $15.1M | 0.33% | −18,707−36.7% | Reduced |
| Colony Group LLC | 32,065 | $15.0M | 0.21% | +1,420+4.6% | Added |
| First American Trust, FSB | 32,050 | $15.0M | 2.07% | +62+0.2% | Added |
| Bridgeway Capital Management, LLC | 32,026 | $15.0M | 0.36% | +23,884+293.3% | Added |
| Connors Investor Services Inc | 31,590 | $14.8M | 1.68% | −8,059−20.3% | Reduced |