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 |
|---|---|---|---|---|---|
| Pathstone Family Office, LLC | 21,771 | $10.7M | 0.15% | +1,443+7.1% | Added |
| Parallel Advisors, LLC | 22,727 | $10.7M | 0.34% | +714+3.2% | Added |
| Palisade Asset Management, LLC | 22,683 | $10.6M | 1.23% | 00.0% | Unchanged |
| Hartline Investment Corp | 22,670 | $10.6M | 1.81% | +454+2.0% | Added |
| Transform Wealth, LLC | 22,651 | $10.6M | 0.96% | −5,580−19.8% | Reduced |
| Toroso Investments, LLC | 22,495 | $10.6M | 0.31% | +887+4.1% | Added |
| Alerus Financial NA | 22,452 | $10.5M | 0.89% | −691−3.0% | Reduced |
| Huber Capital Management LLC | 22,437 | $10.5M | 2.53% | 00.0% | Unchanged |
| McGowan Group Asset Management, Inc. | 22,412 | $10.5M | 1.64% | +104+0.5% | Added |
| Caldwell Trust Co | 22,287 | $10.5M | 1.36% | −357−1.6% | Reduced |
| Ferguson Wellman Capital Management, Inc | 22,270 | $10.4M | 0.25% | −129−0.6% | Reduced |
| Moody National Bank Trust Division | 22,247 | $10.4M | 0.72% | +154+0.7% | Added |
| Andra AP-fonden | 22,200 | $10.4M | 0.26% | −11,600−34.3% | Reduced |
| Moore Capital Management, LP | 22,200 | $10.4M | 0.25% | +22,200 | New |
| Narwhal Capital Management | 22,071 | $10.4M | 1.22% | −3,935−15.1% | Reduced |
| Capital Group Investment Management Pte. Ltd. | 22,000 | $10.3M | 0.51% | −855−3.7% | Reduced |
| Clearstead Advisors, LLC | 21,998 | $10.3M | 0.63% | +4,910+28.7% | Added |
| Anderson Hoagland & Co | 21,895 | $10.3M | 1.32% | 00.0% | Unchanged |
| Moors & Cabot, Inc. | 21,875 | $10.3M | 0.68% | −240−1.1% | Reduced |
| Brookstone Capital Management | 22,672 | $10.2M | 0.21% | −399−1.7% | Reduced |
| Shelton Capital Management | 21,848 | $10.2M | 0.37% | −9,322−29.9% | Reduced |
| Argent Trust Co | 21,752 | $10.2M | 0.55% | +503+2.4% | Added |
| Cypress Asset Management Inc | 21,634 | $10.2M | 3.27% | −330−1.5% | Reduced |
| Covington Investment Advisors Inc. | 21,542 | $10.1M | 2.02% | −105−0.5% | Reduced |
| King Wealth | 21,416 | $10.0M | 2.03% | −823−3.7% | Reduced |
| Cyrus J. Lawrence, LLC | 21,415 | $10.0M | 2.88% | −50−0.2% | Reduced |
| Quantinno Capital Management LP | 21,381 | $10.0M | 0.57% | +8,454+65.4% | Added |
| Bradley Foster & Sargent Inc | 21,318 | $10.0M | 0.21% | +373+1.8% | Added |
| Chicago Capital, LLC | 21,314 | $10.0M | 0.45% | −610−2.8% | Reduced |
| Adviser Investments LLC | 21,267 | $9.97M | 0.22% | +1,507+7.6% | Added |
| HBK Sorce Advisory LLC | 21,226 | $9.95M | 0.42% | −156−0.7% | Reduced |
| Wealth Advisory Solutions, LLC | 21,144 | $9.92M | 2.65% | −1,018−4.6% | Reduced |
| Texas Capital Bank Wealth Management Services Inc | 21,007 | $9.85M | 1.06% | −189−0.9% | Reduced |
| Boston Private Wealth LLC | 20,928 | $9.81M | 0.18% | −3,174−13.2% | Reduced |
| Empowered Funds, LLC | 20,882 | $9.79M | 0.34% | −7,268−25.8% | Reduced |
| EA Series Trust | 20,882 | $9.79M | 0.34% | +20,882 | New |
| Gouws Capital LLC | 20,828 | $9.77M | 8.06% | −3,515−14.4% | Reduced |
| Chicago Partners Investment Group LLC | 21,424 | $9.74M | 0.51% | +1,867+9.5% | Added |
| Bank Julius Baer & Co. Ltd, Zurich | 20,760 | $9.74M | 0.06% | +17,187+481.0% | Added |
| Richard Bernstein Advisors LLC | 20,653 | $9.69M | 0.20% | −4,388−17.5% | Reduced |
| Williams Jones Wealth Management, LLC. | 20,472 | $9.60M | 0.14% | +1,584+8.4% | Added |
| Cadinha & Co LLC | 20,442 | $9.59M | 1.74% | −1,293−5.9% | Reduced |
| Vestmark Advisory Solutions, Inc. | 20,271 | $9.51M | 0.36% | +971+5.0% | Added |
| Coastline Trust Co | 20,245 | $9.49M | 1.33% | +1,235+6.5% | Added |
| Triasima Portfolio Management inc. | 15,216 | $9.45M | 0.60% | −496−3.2% | Reduced |
| Laurel Wealth Advisors LLC | 19,840 | $9.30M | 1.88% | −1,096−5.2% | Reduced |
| Everence Capital Management Inc | 21,650 | $9.30M | 0.76% | 00.0% | Unchanged |
| Bender Robert & Associates | 19,761 | $9.27M | 2.56% | +8,611+77.2% | Added |
| Broadleaf Partners, LLC | 19,699 | $9.24M | 3.01% | +31+0.2% | Added |
| Sumitomo Life Insurance Co | 19,673 | $9.23M | 0.41% | −893−4.3% | Reduced |
| Kovitz Investment Group Partners, LLC | 19,571 | $9.18M | 0.13% | −5,671−22.5% | Reduced |
| FineMark National Bank & Trust | 19,495 | $9.14M | 0.38% | +607+3.2% | Added |
| Rockland Trust Co | 19,466 | $9.13M | 0.55% | −7,204−27.0% | Reduced |
| Bath Savings Trust Co | 19,374 | $9.09M | 1.06% | +2,242+13.1% | Added |
| SeaCrest Wealth Management, LLC | 19,268 | $9.04M | 1.14% | +264+1.4% | Added |
| Bryn Mawr Trust Co | 19,226 | $9.02M | 0.38% | −716−3.6% | Reduced |
| Siemens Fonds Invest GmbH | 19,306 | $9.01M | 0.88% | 00.0% | Unchanged |
| Cornerstone Wealth Group, LLC | 19,091 | $8.95M | 1.62% | +146+0.8% | Added |
| Colonial Trust Co | 19,001 | $8.91M | 2.13% | −662−3.4% | Reduced |
| SJS Investment Consulting Inc. | 18,892 | $8.86M | 2.22% | +53+0.3% | Added |
| Beacon Investment Advisory Services, Inc. | 18,728 | $8.78M | 0.40% | +12,978+225.7% | Added |
| Trust Investment Advisors | 18,708 | $8.77M | 7.08% | +539+3.0% | Added |
| Chesley Taft & Associates LLC | 18,573 | $8.71M | 0.53% | −1,524−7.6% | Reduced |
| Polar Asset Management Partners Inc. | 18,500 | $8.68M | 0.17% | −3,400−15.5% | Reduced |
| Harbour Capital Advisors, LLC | 18,666 | $8.61M | 2.54% | −288−1.5% | Reduced |
| Meiji Yasuda Life Insurance Co | 18,313 | $8.59M | 0.22% | −403−2.2% | Reduced |
| NWK Group, Inc. | 18,234 | $8.55M | 5.01% | −70−0.4% | Reduced |
| Codex Capital, L.L.C. | 18,150 | $8.51M | 5.48% | −850−4.5% | Reduced |
| North Star Asset Management Inc | 18,047 | $8.46M | 0.47% | −2,269−11.2% | Reduced |
| Avitas Wealth Management LLC | 18,039 | $8.46M | 1.53% | +10+0.1% | Added |
| M&G Investment Management Ltd | 18,013 | $8.45M | 0.05% | −2,024−10.1% | Reduced |
| Alpha Cubed Investments, LLC | 18,000 | $8.44M | 0.57% | −1,446−7.4% | Reduced |
| Finer Wealth Management, Inc. | 17,995 | $8.44M | 6.59% | −311−1.7% | Reduced |
| Amica Mutual Insurance Co | 17,988 | $8.44M | 0.95% | −3,460−16.1% | Reduced |
| Great Valley Advisor Group, Inc. | 17,940 | $8.41M | 0.35% | −1,008−5.3% | Reduced |
| Edge Capital Group, LLC | 17,919 | $8.40M | 0.48% | +891+5.2% | Added |
| TD Private Client Wealth LLC | 17,827 | $8.36M | 0.36% | +4,828+37.1% | Added |
| Alps Advisors Inc | 17,817 | $8.36M | 0.07% | −437−2.4% | Reduced |
| Federation des caisses Desjardins du Quebec | 17,637 | $8.27M | 0.08% | −609−3.3% | Reduced |
| Northside Capital Management, LLC | 17,625 | $8.27M | 2.86% | 00.0% | Unchanged |
| GYL Financial Synergies, LLC | 17,569 | $8.24M | 0.75% | +2,892+19.7% | Added |
| Sivik Global Healthcare LLC | 17,500 | $8.21M | 3.28% | −2,500−12.5% | Reduced |
| Longbow Finance SA | 17,404 | $8.16M | 0.95% | +17,404 | New |
| Optimas Capital Ltd | 17,387 | $8.15M | 9.42% | +7,281+72.0% | Added |
| Rossmore Private Capital | 17,378 | $8.15M | 1.21% | −35−0.2% | Reduced |
| Twin Capital Management Inc | 17,363 | $8.14M | 1.06% | +2,348+15.6% | Added |
| Monetary Management Group Inc | 17,350 | $8.14M | 2.49% | −1,170−6.3% | Reduced |
| Tower Research Capital LLC (TRC) | 16,996 | $7.97M | 0.27% | +2,920+20.7% | Added |
| Peoples Financial Services Corp. | 16,987 | $7.97M | 3.57% | −303−1.8% | Reduced |
| Patten & Patten Inc | 16,982 | $7.96M | 0.66% | −195−1.1% | Reduced |
| Greenwood Capital Associates LLC | 16,895 | $7.92M | 1.11% | −4,632−21.5% | Reduced |
| Fiera Capital Corp | 16,891 | $7.92M | 0.02% | −3,218−16.0% | Reduced |
| Wedbush Securities Inc | 16,862 | $7.91M | 0.38% | +2,577+18.0% | Added |
| Bell & Brown Wealth Advisors, LLC | 16,858 | $7.91M | 3.96% | −531−3.1% | Reduced |
| Credit Agricole S A | 16,856 | $7.91M | 0.26% | +1,156+7.4% | Added |
| Mirabella Financial Services LLP | 16,753 | $7.86M | 0.91% | +16,753 | New |
| NatWest Group plc | 16,685 | $7.82M | 4.07% | +193+1.2% | Added |
| Mitchell Capital Management Co | 16,672 | $7.82M | 1.79% | −229−1.4% | Reduced |
| Associated Banc-Corp | 16,570 | $7.77M | 0.29% | −50.0% | Reduced |
| Symmetry Partners, LLC | 16,567 | $7.77M | 0.41% | 00.0% | Unchanged |