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, 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.
| 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, Q3 2023
Shares, value and share of portfolio for each institution holding Eli Lilly & Co; share changes are against Q2 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Excalibur Management Corp | 1,289 | $692.4K | 0.36% | +18+1.4% | Added |
| Opus Capital Group, LLC | 1,291 | $693.0K | 0.12% | −125−8.8% | Reduced |
| Sciencast Management LP | 1,293 | $694.5K | 0.31% | +1,293 | New |
| Garden State Investment Advisory Services LLC | 1,292 | $694.7K | 0.32% | −30−2.3% | Reduced |
| Garrett Investment Advisors LLC | 1,297 | $696.8K | 0.09% | +501+62.9% | Added |
| Provident Wealth Management, LLC | 1,300 | $698.3K | 0.34% | 00.0% | Unchanged |
| Greenspring Advisors, LLC | 1,300 | $698.3K | 0.22% | +800+160.0% | Added |
| Requisite Capital Management, LLC | 1,300 | $698.3K | 0.18% | +1,300 | New |
| Kellett Schaffner Wealth Advisors LLC | 1,301 | $698.8K | 0.60% | −297−18.6% | Reduced |
| CKW Financial Group | 1,302 | $699.0K | 0.11% | 00.0% | Unchanged |
| Global Trust Asset Management, LLC | 1,302 | $699.3K | 0.33% | 00.0% | Unchanged |
| Jackson Hole Capital Partners, LLC | 1,306 | $701.2K | 0.21% | +3+0.2% | Added |
| Cooper Financial Group | 1,306 | $701.7K | 0.17% | +142+12.2% | Added |
| Hanseatic Management Services Inc | 1,307 | $702.0K | 1.31% | +10+0.8% | Added |
| Kennedy Investment Group | 1,318 | $707.8K | 0.43% | −18−1.3% | Reduced |
| LifePro Asset Management | 1,318 | $708.0K | 0.58% | +1+0.1% | Added |
| Monterey Private Wealth, Inc. | 1,322 | $710.1K | 0.36% | 00.0% | Unchanged |
| FSM Wealth Advisors, LLC | 1,324 | $711.3K | 0.36% | +116+9.6% | Added |
| BEAM Asset Management, LLC | 1,324 | $711.4K | 0.51% | +167+14.4% | Added |
| RiverPark Advisors, LLC | 1,325 | $711.7K | 0.64% | +1,325 | New |
| Cornell Pochily Investment Advisors, Inc. | 1,327 | $712.6K | 0.31% | −177−11.8% | Reduced |
| Diametric Capital, LP | 1,327 | $712.8K | 0.30% | +139+11.7% | Added |
| Edgemoor Investment Advisors, Inc. | 1,328 | $713.4K | 0.08% | 00.0% | Unchanged |
| Pettee Investors, Inc. | 1,330 | $714.4K | 0.34% | 00.0% | Unchanged |
| Arrowroot Family Office, LLC | 1,331 | $714.7K | 0.56% | +10+0.8% | Added |
| Alterity Financial Group, LLC | 1,333 | $716.0K | 1.13% | +457+52.2% | Added |
| Orion Capital Management LLC | 1,334 | $716.5K | 0.47% | 00.0% | Unchanged |
| Delta Investment Management, LLC | 1,335 | $717.1K | 0.20% | +152+12.8% | Added |
| Resources Management Corp | 1,336 | $718.0K | 0.12% | +175+15.1% | Added |
| Smith Chas P & Associates Pa Cpas | 1,338 | $719.0K | 0.05% | +147+12.3% | Added |
| Gemmer Asset Management LLC | 1,340 | $719.8K | 0.10% | +587+78.0% | Added |
| Fortis Capital Advisors, LLC | 1,341 | $720.3K | 0.46% | −66−4.7% | Reduced |
| Green Alpha Advisors, LLC | 1,341 | $720.3K | 0.55% | 00.0% | Unchanged |
| Soltis Investment Advisors LLC | 1,342 | $720.8K | 0.09% | +279+26.2% | Added |
| Capital Advisors, Ltd. LLC | 1,347 | $723.0K | 0.11% | +45+3.5% | Added |
| MBL Wealth, LLC | 1,347 | $723.5K | 0.10% | +66+5.2% | Added |
| Riverstone Advisors, LLC | 1,350 | $725.1K | 0.50% | 00.0% | Unchanged |
| Hamilton Capital, LLC | 1,352 | $725.9K | 0.06% | +43+3.3% | Added |
| First Command Advisory Services, Inc. | 1,355 | $727.8K | 0.01% | +1,355 | New |
| Little House Capital LLC | 1,357 | $728.9K | 0.30% | +1,357 | New |
| Prentice Wealth Management LLC | 1,360 | $730.5K | 0.33% | −1−0.1% | Reduced |
| Parnassus Investments | 1,364 | $732.6K | 0.00% | +231+20.4% | Added |
| CM Wealth Advisors LLC | 1,200 | $734.3K | 0.29% | −711−37.2% | Reduced |
| Ellis Investment Partners, LLC | 1,370 | $735.9K | 0.19% | 00.0% | Unchanged |
| Claro Advisors LLC | 1,378 | $740.1K | 0.19% | −41−2.9% | Reduced |
| Gables Capital Management Inc. | 1,379 | $740.7K | 0.52% | 00.0% | Unchanged |
| One Capital Management, LLC | 1,379 | $740.7K | 0.03% | −260−15.9% | Reduced |
| Waypoint Capital Advisors, LLC | 1,379 | $740.7K | 0.25% | +46+3.5% | Added |
| Newman Dignan & Sheerar, Inc. | 1,380 | $741.2K | 0.24% | 00.0% | Unchanged |
| Reliant Investment Management, LLC | 1,382 | $742.3K | 0.43% | −50−3.5% | Reduced |
| LS Investment Advisors, LLC | 1,385 | $743.9K | 0.14% | 00.0% | Unchanged |
| Lee Financial Co | 1,391 | $747.1K | 0.14% | +94+7.2% | Added |
| E Fund Management Co., Ltd. | 1,395 | $749.0K | 0.06% | −131−8.6% | Reduced |
| Wimmer Associates 1, LLC | 1,395 | $749.3K | 0.47% | +110+8.6% | Added |
| Summit Asset Management, LLC | 1,399 | $751.4K | 0.20% | −20−1.4% | Reduced |
| HighVista Strategies LLC | 1,400 | $752.0K | 0.35% | +1,400 | New |
| PPS&V Asset Management Consultants, Inc. | 1,405 | $754.8K | 0.65% | +13+0.9% | Added |
| Mark Sheptoff Financial Planning, LLC | 1,409 | $756.8K | 0.49% | 00.0% | Unchanged |
| Traphagen Investment Advisors LLC | 1,414 | $759.4K | 0.10% | −44−3.0% | Reduced |
| Raab & Moskowitz Asset Management LLC | 1,415 | $760.0K | 0.27% | 00.0% | Unchanged |
| Capital Planning Advisors, LLC | 1,418 | $761.6K | 0.16% | 00.0% | Unchanged |
| CenterStar Asset Management, LLC | 1,417 | $761.9K | 2.06% | −713−33.5% | Reduced |
| Convergence Investment Partners, LLC | 1,419 | $762.0K | 0.45% | +18+1.3% | Added |
| ProVise Management Group, LLC | 1,418 | $762.0K | 0.07% | −2,363−62.5% | Reduced |
| LexAurum Advisors, LLC | 1,420 | $762.7K | 0.22% | −674−32.2% | Reduced |
| Virtue Capital Management, LLC | 1,638 | $762.8K | 0.13% | 00.0% | Unchanged |
| Pointe Capital Management LLC | 1,423 | $764.3K | 0.60% | −30−2.1% | Reduced |
| Citizens Business Bank | 1,428 | $767.0K | 0.18% | −273−16.0% | Reduced |
| Global Financial Private Client, LLC | 1,440 | $775.2K | 0.40% | +1+0.1% | Added |
| Norman Fields, Gottscho Capital Management, LLC | 1,460 | $784.0K | 0.34% | 00.0% | Unchanged |
| Flaharty Asset Management, LLC | 1,468 | $788.2K | 0.13% | +124+9.2% | Added |
| Hudson Value Partners, LLC | 1,468 | $788.5K | 0.41% | −7−0.5% | Reduced |
| Puzo Michael J | 1,475 | $792.3K | 0.27% | −425−22.4% | Reduced |
| Lathrop Investment Management Corp | 1,476 | $793.0K | 0.17% | +18+1.2% | Added |
| Prosperity Financial Group, Inc. | 1,477 | $793.3K | 0.66% | +53+3.7% | Added |
| Burns Matteson Capital Management, LLC | 1,480 | $795.0K | 0.51% | +9+0.6% | Added |
| Heritage Wealth Advisors | 1,482 | $796.0K | 0.04% | 00.0% | Unchanged |
| Whalerock Point Partners, LLC | 1,483 | $796.6K | 0.28% | 00.0% | Unchanged |
| SignalPoint Asset Management, LLC | 1,491 | $800.8K | 0.26% | 00.0% | Unchanged |
| Northern Financial Advisors Inc | 1,495 | $803.0K | 0.74% | −91−5.7% | Reduced |
| Amarillo National Bank | 1,496 | $803.5K | 0.17% | 00.0% | Unchanged |
| Advus Financial Partners, LLC | 1,501 | $806.5K | 0.32% | +59+4.1% | Added |
| McAdam, LLC | 1,506 | $808.8K | 0.07% | +188+14.3% | Added |
| Mayfair Advisory Group, LLC | 1,397 | $809.3K | 0.78% | 00.0% | Unchanged |
| Mark Stevens | 1,510 | $811.1K | 0.11% | +176+13.2% | Added |
| Cahaba Wealth Management, Inc. | 1,512 | $812.4K | 0.09% | −204−11.9% | Reduced |
| Athena Investment Management | 1,515 | $813.8K | 0.58% | −28−1.8% | Reduced |
| Wambolt & Associates, LLC | 1,512 | $813.8K | 0.30% | +137+10.0% | Added |
| Stony Point Wealth Management Inc. | 1,423 | $813.9K | 0.42% | +51+3.7% | Added |
| Front Row Advisors LLC | 1,515 | $813.9K | 0.38% | +107+7.6% | Added |
| Plante Moran Financial Advisors, LLC | 1,518 | $815.3K | 0.10% | +168+12.4% | Added |
| Eagle Ridge Investment Management | 1,518 | $815.4K | 0.09% | −247−14.0% | Reduced |
| Community Trust & Investment Co | 1,527 | $820.2K | 0.07% | 00.0% | Unchanged |
| Auxano Advisors, LLC | 1,529 | $821.3K | 0.34% | −24−1.5% | Reduced |
| Alpha Family Trust | 1,530 | $821.8K | 0.63% | 00.0% | Unchanged |
| Sandbox Financial Partners, LLC | 1,532 | $823.1K | 0.44% | +497+48.0% | Added |
| Forte Capital LLC | 1,532 | $823.1K | 0.13% | +817+114.3% | Added |
| Sky Investment Group LLC | 1,539 | $826.4K | 0.19% | 00.0% | Unchanged |
| Threadgill Financial, LLC | 1,448 | $827.7K | 0.63% | −99−6.4% | Reduced |
| Hill Investment Group Partners, LLC | 1,543 | $828.8K | 0.14% | +50+3.3% | Added |