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Livermore
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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; 4,643 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, Q3 2023

Institutional positions in Eli Lilly & Co as of Sep 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
2,979
+194 vs. Q2 2023
Shares held
785.6M
+2.07M (+0.3%) vs. Q2 2023
Total value
$421.9B
+$55.7B (+15.2%) vs. Q2 2023
New holders
277
1,087 more added
Sold out
83
1,190 more reduced

34 institutions that held it in Q2 2023 haven't filed for Q3 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q2 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.

Institutional holdersQ3 2023: 2,979 institutions
Q1 2021: 1,952 institutionsQ2 2021: 2,027 institutionsQ3 2021: 2,056 institutionsQ4 2021: 2,308 institutionsQ1 2022: 2,350 institutionsQ2 2022: 2,451 institutionsQ3 2022: 2,490 institutionsQ4 2022: 2,673 institutionsQ1 2023: 2,620 institutionsQ2 2023: 2,819 institutionsQ3 2023: 2,979 institutionsQ4 2023: 3,277 institutionsQ1 2024: 3,466 institutionsQ2 2024: 3,572 institutionsQ3 2024: 3,667 institutionsQ4 2024: 3,914 institutionsQ1 2025: 3,929 institutionsQ2 2025: 3,915 institutionsQ3 2025: 3,905 institutionsQ4 2025: 4,453 institutionsQ1 2026: 4,392 institutionsQ2 2026: 4,643 institutions
Value heldQ3 2023: $421.9B
Q1 2021: $148.0BQ2 2021: $182.0BQ3 2021: $183.1BQ4 2021: $218.0BQ1 2022: $225.8BQ2 2022: $255.6BQ3 2022: $256.1BQ4 2022: $288.4BQ1 2023: $269.7BQ2 2023: $366.7BQ3 2023: $421.9BQ4 2023: $457.2BQ1 2024: $607.2BQ2 2024: $707.0BQ3 2024: $687.4BQ4 2024: $602.9BQ1 2025: $688.4BQ2 2025: $610.1BQ3 2025: $583.5BQ4 2025: $843.2BQ1 2026: $712.9BQ2 2026: $942.7B
Institutions holding LLY and their total value by quarter
QuarterHoldersValue
Q2 20264,643$942.7B
Q1 20264,392$712.9B
Q4 20254,453$843.2B
Q3 20253,905$583.5B
Q2 20253,915$610.1B
Q1 20253,929$688.4B
Q4 20243,914$602.9B
Q3 20243,667$687.4B
Q2 20243,572$707.0B
Q1 20243,466$607.2B
Q4 20233,277$457.2B
Q3 20232,979$421.9B
Q2 20232,819$366.7B
Q1 20232,620$269.7B
Q4 20222,673$288.4B
Q3 20222,490$256.1B
Q2 20222,451$255.6B
Q1 20222,350$225.8B
Q4 20212,308$218.0B
Q3 20212,056$183.1B
Q2 20212,027$182.0B
Q1 20211,952$148.0B

Institutions, Q3 2023

Shares, value and share of portfolio for each institution holding Eli Lilly & Co; share changes are against Q2 2023.

Institutions holding LLY in Q3 2023
InstitutionSharesValue% of portfolioChange in sharesAction
CGC Financial Services, LLC4$2.15K0.00%00.0%Unchanged
Sofos Investments, Inc.4$2.32K0.00%−465−99.1%Reduced
Coppell Advisory Solutions LLC7$2.56K0.00%−40−85.1%Reduced
Longfellow Investment Management Co LLC5$2.69K0.00%00.0%Unchanged
Red Tortoise LLC7$3.76K0.00%00.0%Unchanged
Perritt Capital Management Inc7$3.76K0.00%+7New
Authentikos Wealth Advisory, LLC7$3.76K0.00%+7New
Tfo-TDC, LLC9$4.22K0.00%+1+12.5%Added
Horizons Wealth Management9$4.83K0.00%00.0%Unchanged
TD Capital Management LLC10$5.38K0.00%00.0%Unchanged
Sanctuary Wealth Management, L.L.C.10$5.39K0.01%+5+100.0%Added
Buck Wealth Strategies, LLC10$5.62K0.00%00.0%Unchanged
WestEnd Advisors, LLC11$5.91K0.00%+11New
New England Capital Financial Advisors LLC14$7.58K0.01%−101−87.8%Reduced
JDM Financial Group LLC15$8.06K0.01%00.0%Unchanged
Highline Wealth Partners LLC15$8.06K0.00%00.0%Unchanged
Core Wealth Advisors, Inc.17$9.13K0.00%00.0%Unchanged
DecisionPoint Financial, LLC17$9.13K0.00%00.0%Unchanged
Johnson Midwest Financial, LLC20$10.7K0.02%00.0%Unchanged
Rogco, LP20$10.7K0.01%+20New
Advisors Preferred, LLC21$11.3K0.00%−979−97.9%Reduced
Hibernia Wealth Partners, LLC22$11.8K0.01%+22New
Morgan Dempsey Capital Management LLC23$12.4K0.00%00.0%Unchanged
Kozak & Associates, Inc.22$12.6K0.00%+15+214.3%Added
Founders Capital Management25$13.4K0.01%+25New
PayPay Securities Corp25$13.4K0.65%+25New
Blume Capital Management, Inc.25$13.4K0.00%−9−26.5%Reduced
Marquette Asset Management, LLC27$14.5K0.00%−3−10.0%Reduced
Trust Co28$15.0K0.00%−219−88.7%Reduced
St. Johns Investment Management Company, LLC30$16.1K0.01%00.0%Unchanged
Cedar Mountain Advisors, LLC30$16.1K0.00%+30New
Morton Brown Family Wealth, LLC33$17.7K0.01%00.0%Unchanged
Iron Horse Wealth Management, LLC33$17.7K0.01%+33New
Macroview Investment Management LLC35$18.8K0.03%+23+191.7%Added
True Wealth Design, LLC37$19.9K0.01%−1−2.6%Reduced
SkyView Investment Advisors, LLC38$20.0K0.01%−475−92.6%Reduced
LGT Financial Advisors LLC38$20.4K0.03%+38New
Citizens National Bank Trust Department40$21.5K0.01%−10−20.0%Reduced
Manitou Investment Management Ltd.40$21.5K0.01%+40New
Team Financial Group, LLC40$21.5K0.02%+40New
Avondale Wealth Management43$23.1K0.02%+43New
O'Brien Wealth Partners LLC44$23.6K0.01%+44New
Creative Capital Management Investments LLC49$26.3K0.02%00.0%Unchanged
Hoese & Co LLP50$26.9K0.03%00.0%Unchanged
Thompson Investment Management, Inc.50$26.9K0.00%+50New
First Community Trust NA50$26.9K0.03%−55−52.4%Reduced
JCIC Asset Management Inc.50$26.9K0.01%−10−16.7%Reduced
Western Pacific Wealth Management, LP50$26.9K0.02%00.0%Unchanged
Toth Financial Advisory Corp51$27.4K0.00%+6+13.3%Added
Studio Investment Management LLC55$29.5K0.01%−35−38.9%Reduced
Retirement Group, LLC60$32.3K0.01%+3+5.3%Added
Ironwood Investment Counsel, LLC3,255$34.3K0.01%+8+0.2%Added
Legacy Financial Group LLC66$35.5K0.01%+66New
Optiver Holding B.V.67$36.0K0.00%+67New
Norwood Financial Corp70$37.6K0.06%−125−64.1%Reduced
Family CFO Inc74$39.7K0.03%+74New
Stone House Investment Management, LLC74$40.0K0.01%−5−6.3%Reduced
Bromfield Sneider Wealth Advisors80$43.0K0.03%−45−36.0%Reduced
Carolina Wealth Advisors, LLC81$43.5K0.02%00.0%Unchanged
Winch Advisory Services, LLC82$44.0K0.02%00.0%Unchanged
Cornerstone Planning Group LLC86$46.2K0.02%+15+21.1%Added
RVW Wealth, LLC86$46.2K0.01%+86New
FWL Investment Management, LLC87$46.7K0.03%+87New
Stephenson National Bank & Trust92$49.4K0.03%+12+15.0%Added
Delos Wealth Advisors, LLC91$50.4K0.06%00.0%Unchanged
Semmax Financial Advisors Inc.83$50.9K0.02%+83New
BOK Financial Private Wealth, Inc.95$51.0K0.00%00.0%Unchanged
Cypress Capital Management LLC (WY)100$53.7K0.06%00.0%Unchanged
Miller Wealth Advisors, LLC100$53.7K0.04%00.0%Unchanged
Tanglewood Legacy Advisors, LLC100$53.7K0.03%00.0%Unchanged
Pin Oak Investment Advisors Inc102$55.0K0.06%−87−46.0%Reduced
LFA - Lugano Financial Advisors SA111$59.6K0.05%+111New
New Millennium Group LLC122$65.5K0.06%00.0%Unchanged
First Pacific Financial130$69.8K0.03%+14+12.1%Added
MB, Levis & Associates, LLC130$70.0K0.05%00.0%Unchanged
Stephens Consulting, LLC137$73.6K0.03%−95−40.9%Reduced
Silicon Valley Capital Partners138$74.3K0.01%00.0%Unchanged
Caldwell Sutter Capital, Inc.140$75.2K0.04%−12−7.9%Reduced
Altshuler Shaham Ltd19,348$75.7K0.00%−72−0.4%Reduced
Briaud Financial Planning, Inc146$78.0K0.06%+146New
Raleigh Capital Management Inc.148$79.3K0.04%+41+38.3%Added
Cranbrook Wealth Management, LLC149$80.0K0.02%00.0%Unchanged
Credential Qtrade Securities Inc.152$81.6K0.01%00.0%Unchanged
Itau Unibanco Holding S.A.164$88.1K0.00%−1−0.6%Reduced
West Tower Group, LLC167$89.7K0.05%+167New
Abound Wealth Management171$91.9K0.04%−2−1.2%Reduced
Moisand Fitzgerald Tamayo, LLC175$94.0K0.02%00.0%Unchanged
Bogart Wealth, LLC179$96.1K0.01%+93+108.1%Added
Castleview Partners, LLC188$101.0K0.09%+4+2.2%Added
Ulland Investment Advisors, LLC200$107.0K0.12%00.0%Unchanged
Bellevue Asset Management, LLC200$107.4K0.07%00.0%Unchanged
DB Wealth Management Group, LLC200$107.4K0.07%00.0%Unchanged
Fortis Group Advisors, LLC200$107.4K0.03%+200New
Atlantic Private Wealth, LLC200$107.4K0.11%+200New
Impact Partnership Wealth, LLC201$108.0K0.03%−92−31.4%Reduced
University of Texas/Texas Am Investment Managment Co209$112.3K0.04%+209New
KB Financial Partners, LLC219$118.0K0.03%+42+23.7%Added
Syntax Research, Inc.223$119.8K0.10%+223New
Cape Investment Advisory, Inc.231$124.1K0.07%−20−8.0%Reduced
Northwest Capital Management Inc234$125.7K0.05%00.0%Unchanged