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 |
|---|---|---|---|---|---|
| Connor, Clark & Lunn Investment Management Ltd. | 12,561 | $5.89M | 0.03% | −26,685−68.0% | Reduced |
| Essex Savings Bank | 12,545 | $5.88M | 1.96% | +33+0.3% | Added |
| Cumberland Partners Ltd | 12,523 | $5.87M | 0.54% | +7,070+129.7% | Added |
| Segall Bryant & Hamill, LLC | 12,519 | $5.87M | 0.06% | −505−3.9% | Reduced |
| WealthTrust Axiom LLC | 12,447 | $5.84M | 1.94% | +10+0.1% | Added |
| Harvey Investment Co LLC | 12,444 | $5.84M | 0.76% | −1,211−8.9% | Reduced |
| Global Retirement Partners, LLC | 12,418 | $5.82M | 0.28% | −319−2.5% | Reduced |
| SevenBridge Financial Group, LLC | 12,385 | $5.81M | 1.50% | −165−1.3% | Reduced |
| Strategic Blueprint, LLC | 12,382 | $5.81M | 0.55% | +7,103+134.6% | Added |
| Boothe Investment Group, Inc. | 12,354 | $5.79M | 3.07% | +17+0.1% | Added |
| Ballentine Partners, LLC | 12,352 | $5.79M | 0.13% | +632+5.4% | Added |
| Wahed Invest LLC | 12,297 | $5.77M | 2.03% | +1,551+14.4% | Added |
| Essential Planning, LLC. | 12,296 | $5.77M | 3.29% | −42−0.3% | Reduced |
| Diversified Trust Co | 12,284 | $5.76M | 0.21% | +1,508+14.0% | Added |
| Fernwood Investment Management, LLC | 12,263 | $5.75M | 2.04% | +15+0.1% | Added |
| First Horizon Advisors, Inc. | 12,171 | $5.71M | 0.20% | −109−0.9% | Reduced |
| Plancorp, LLC | 12,153 | $5.70M | 0.31% | −8−0.1% | Reduced |
| Great Lakes Retirement, Inc. | 12,128 | $5.69M | 1.01% | −826−6.4% | Reduced |
| Leelyn Smith, LLC | 12,118 | $5.68M | 1.37% | −422−3.4% | Reduced |
| Madden Securities Corp | 12,110 | $5.68M | 2.91% | −5,335−30.6% | Reduced |
| First City Capital Management, Inc. | 12,102 | $5.68M | 3.35% | −808−6.3% | Reduced |
| Institutional & Family Asset Management, LLC | 12,090 | $5.67M | 0.92% | −1,759−12.7% | Reduced |
| Gladstone Institutional Advisory LLC | 12,013 | $5.63M | 0.34% | −390−3.1% | Reduced |
| American Assets Investment Management, LLC | 12,000 | $5.63M | 0.63% | 00.0% | Unchanged |
| Bradley Mark J. | 11,965 | $5.61M | 5.57% | −7,075−37.2% | Reduced |
| Boyd Watterson Asset Management LLC | 11,961 | $5.61M | 2.23% | +413+3.6% | Added |
| Desjardins Global Asset Management Inc. | 11,938 | $5.60M | 0.65% | +934+8.5% | Added |
| Waycross Partners, LLC | 11,850 | $5.56M | 1.21% | −23,806−66.8% | Reduced |
| Eastern Bank | 11,834 | $5.55M | 0.26% | +30+0.3% | Added |
| AMG National Trust Bank | 11,802 | $5.53M | 0.18% | +183+1.6% | Added |
| Integrated Advisors Network LLC | 11,795 | $5.53M | 0.32% | +62+0.5% | Added |
| Independent Financial Group, LLC | 11,712 | $5.49M | 0.38% | +2,211+23.3% | Added |
| Red Cedar Investment Management, LLC | 11,711 | $5.49M | 0.84% | −122−1.0% | Reduced |
| Traynor Capital Management, Inc. | 11,660 | $5.47M | 0.71% | +752+6.9% | Added |
| Edgestream Partners, L.P. | 11,626 | $5.45M | 0.49% | +1,226+11.8% | Added |
| Summit Financial Group Inc | 11,565 | $5.42M | 2.11% | +150+1.3% | Added |
| LGT Fund Management Co Ltd. | 11,500 | $5.39M | 2.48% | +6,200+117.0% | Added |
| International Assets Investment Management, LLC | 11,494 | $5.39M | 0.73% | +37+0.3% | Added |
| WBH Advisory Inc | 11,493 | $5.39M | 0.64% | −303−2.6% | Reduced |
| Covenant Asset Management, LLC | 11,460 | $5.37M | 1.58% | −38−0.3% | Reduced |
| China Universal Asset Management Co., Ltd. | 11,404 | $5.35M | 1.65% | −3,069−21.2% | Reduced |
| Ogorek Anthony Joseph | 11,402 | $5.35M | 2.05% | +160+1.4% | Added |
| Petredis Investment Advisors LLC | 11,394 | $5.34M | 0.73% | −43−0.4% | Reduced |
| Morse Asset Management, Inc | 11,372 | $5.33M | 1.62% | +1,515+15.4% | Added |
| New England Asset Management Inc | 11,360 | $5.33M | 0.77% | 00.0% | Unchanged |
| Shepherd Financial Partners LLC | 11,343 | $5.32M | 0.83% | +306+2.8% | Added |
| Atlantic Union Bankshares Corp | 11,326 | $5.31M | 0.53% | −584−4.9% | Reduced |
| Checchi Capital Advisers, LLC | 11,267 | $5.28M | 0.47% | +71+0.6% | Added |
| Herbst Group, LLC | 11,263 | $5.28M | 3.65% | −387−3.3% | Reduced |
| Thoroughbred Financial Services, LLC | 11,236 | $5.27M | 0.69% | +1,990+21.5% | Added |
| Meeder Advisory Services, Inc. | 11,227 | $5.27M | 0.57% | +575+5.4% | Added |
| Cohen Investment Advisors LLC | 11,216 | $5.26M | 4.23% | −1,355−10.8% | Reduced |
| Prospera Financial Services Inc | 11,087 | $5.20M | 0.20% | +652+6.2% | Added |
| Aull & Monroe Investment Management Corp | 11,083 | $5.20M | 2.62% | −10−0.1% | Reduced |
| MTM Investment Management, LLC | 11,024 | $5.17M | 2.52% | +10.0% | Added |
| Union Heritage Capital, LLC | 11,000 | $5.16M | 2.79% | 00.0% | Unchanged |
| Fulton Bank, N.A. | 10,990 | $5.15M | 0.25% | −432−3.8% | Reduced |
| GM Advisory Group, Inc. | 10,969 | $5.14M | 0.43% | −1,374−11.1% | Reduced |
| Smithbridge Asset Management Inc | 10,966 | $5.14M | 1.20% | −113−1.0% | Reduced |
| Empire Financial Management Company, LLC | 10,965 | $5.14M | 2.05% | −353−3.1% | Reduced |
| Cambridge Trust Co | 10,923 | $5.12M | 0.23% | +88+0.8% | Added |
| VGI Partners Ltd | 10,900 | $5.11M | 1.11% | +10,900 | New |
| Connectus Wealth, LLC | 10,876 | $5.10M | 0.12% | +2,428+28.7% | Added |
| Intrepid Financial Planning Group LLC | 10,833 | $5.08M | 2.44% | +149+1.4% | Added |
| Morgens Waterfall Vintiadis & Co Inc | 10,800 | $5.06M | 3.74% | +1,800+20.0% | Added |
| Evergreen Capital Management LLC | 10,781 | $5.06M | 0.21% | +776+7.8% | Added |
| Apollon Wealth Management, LLC | 10,764 | $5.05M | 0.24% | +2,623+32.2% | Added |
| Old Second National Bank of Aurora | 10,662 | $5.00M | 1.45% | −315−2.9% | Reduced |
| C2C Wealth Management, LLC | 11,181 | $5.00M | 0.66% | −250−2.2% | Reduced |
| Signet Financial Management, LLC | 10,650 | $4.99M | 0.79% | −30.0% | Reduced |
| Mayflower Financial Advisors, LLC | 10,583 | $4.96M | 0.64% | +6+0.1% | Added |
| Lake Street Advisors Group, LLC | 10,557 | $4.95M | 0.27% | −630−5.6% | Reduced |
| Snider Financial Group | 10,546 | $4.95M | 2.37% | +1,887+21.8% | Added |
| Worldquant Millennium Advisors LLC | 10,543 | $4.94M | 0.08% | −87,692−89.3% | Reduced |
| Family Legacy, Inc. | 10,502 | $4.93M | 1.98% | −496−4.5% | Reduced |
| Connable Office Inc | 10,487 | $4.92M | 0.67% | +14+0.1% | Added |
| Summit Financial, LLC | 10,472 | $4.91M | 0.36% | +6,982+200.1% | Added |
| Nilsine Partners, LLC | 10,466 | $4.91M | 0.72% | 00.0% | Unchanged |
| Sowell Financial Services LLC | 10,362 | $4.86M | 0.27% | +3,234+45.4% | Added |
| Resources Investment Advisors, LLC. | 10,342 | $4.85M | 0.11% | −47−0.5% | Reduced |
| Sawgrass Asset Management LLC | 10,338 | $4.85M | 0.60% | +7,123+221.6% | Added |
| Princeton Capital Management LLC | 10,331 | $4.84M | 2.01% | −56−0.5% | Reduced |
| Montecito Bank & Trust | 10,310 | $4.84M | 1.10% | −519−4.8% | Reduced |
| Private Trust Co NA | 10,271 | $4.82M | 0.61% | +40.0% | Added |
| Fund Management at Engine No. 1 LLC | 10,258 | $4.81M | 0.89% | +693+7.2% | Added |
| Keebeck Wealth Management, LLC | 10,257 | $4.81M | 0.66% | +1,274+14.2% | Added |
| Great Diamond Partners, LLC | 10,232 | $4.80M | 1.27% | −14−0.1% | Reduced |
| Sustainable Insight Capital Management, LLC | 10,228 | $4.80M | 4.45% | +564+5.8% | Added |
| CAPROCK Group, Inc. | 10,126 | $4.75M | 0.35% | +616+6.5% | Added |
| Hunter Associates Investment Management LLC | 10,100 | $4.74M | 0.93% | +454+4.7% | Added |
| Strategic Wealth Partners, Ltd. | 10,091 | $4.73M | 0.61% | −319−3.1% | Reduced |
| Cigna Investments Inc | 10,089 | $4.73M | 0.88% | −22−0.2% | Reduced |
| Summit Global Investments | 10,059 | $4.72M | 0.31% | +10,059 | New |
| Bridges Investment Management Inc | 10,056 | $4.72M | 0.16% | −58−0.6% | Reduced |
| Chesapeake Asset Management LLC | 10,055 | $4.72M | 4.26% | −1,133−10.1% | Reduced |
| Waters Parkerson & Co., LLC | 10,048 | $4.71M | 0.27% | −25−0.2% | Reduced |
| Lifeworks Advisors, LLC | 10,001 | $4.69M | 2.00% | +67+0.7% | Added |
| Avalon Global Asset Management LLC | 10,000 | $4.69M | 2.29% | +10,000 | New |
| Clarkston Capital Partners, LLC | 10,000 | $4.69M | 0.08% | 00.0% | Unchanged |
| Metavasi Capital LP | 10,000 | $4.69M | 3.31% | +10,000 | New |