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
- 2,978
- +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
- 1,086 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 |
|---|---|---|---|---|---|
| McLean Asset Management Corp | 1,439 | $833.4K | 0.34% | 00.0% | Unchanged |
| Cherry Tree Wealth Management, LLC | 1,553 | $834.2K | 0.24% | 00.0% | Unchanged |
| BHK Investment Advisors, LLC | 1,554 | $834.7K | 0.38% | 00.0% | Unchanged |
| Oak Harbor Wealth Partners, LLC | 1,555 | $835.2K | 0.30% | −106−6.4% | Reduced |
| Wolff Wiese Magana LLC | 1,555 | $835.2K | 0.68% | +1,398+890.4% | Added |
| Corundum Group, Inc. | 1,558 | $836.8K | 0.48% | −462−22.9% | Reduced |
| Aviance Capital Partners, LLC | 1,560 | $837.9K | 0.19% | +338+27.7% | Added |
| CSM Advisors, LLC | 1,562 | $838.0K | 0.07% | −850−35.2% | Reduced |
| Court Place Advisors, LLC | 1,563 | $839.5K | 0.30% | 00.0% | Unchanged |
| Amplius Wealth Advisors, LLC | 1,565 | $840.6K | 0.11% | +322+25.9% | Added |
| XML Financial, LLC | 1,566 | $841.1K | 0.10% | −100−6.0% | Reduced |
| Redwood Wealth Management Group, LLC | 1,571 | $843.7K | 0.99% | −27−1.7% | Reduced |
| Measured Wealth Private Client Group, LLC | 1,572 | $844.4K | 0.34% | 00.0% | Unchanged |
| WealthPLAN Partners, LLC | 1,573 | $844.8K | 0.10% | +219+16.2% | Added |
| TBH Global Asset Management, LLC | 1,573 | $845.0K | 0.16% | +193+14.0% | Added |
| Cox Capital Mgt LLC | 1,575 | $846.0K | 0.59% | −25−1.6% | Reduced |
| First Western Trust Bank | 1,576 | $846.5K | 0.05% | −222−12.3% | Reduced |
| Paragon Capital Management Ltd | 1,585 | $851.4K | 0.19% | +20+1.3% | Added |
| Eads & Heald Wealth Management | 1,587 | $852.0K | 0.45% | −236−12.9% | Reduced |
| Jmac Enterprises LLC | 1,589 | $853.5K | 0.21% | +9+0.6% | Added |
| Nicolet Bankshares Inc | 1,590 | $854.0K | 0.26% | −44−2.7% | Reduced |
| Foster Group, Inc. | 1,590 | $854.1K | 0.05% | +141+9.7% | Added |
| Pacific Sage Partners, LLC | 1,591 | $854.6K | 0.26% | 00.0% | Unchanged |
| Partners Capital Investment Group, LLP | 1,592 | $855.1K | 0.02% | +622+64.1% | Added |
| Forbes J M & Co LLP | 1,593 | $855.6K | 0.11% | 00.0% | Unchanged |
| Sunflower Bank, N.A. | 1,595 | $856.7K | 0.21% | +34+2.2% | Added |
| Prescott Group Capital Management, L.L.C. | 1,600 | $859.0K | 0.19% | 00.0% | Unchanged |
| Cedar Brook Financial Partners, LLC | 1,599 | $859.1K | 0.22% | −628−28.2% | Reduced |
| Intact Investment Management Inc. | 1,600 | $859.4K | 0.04% | −800−33.3% | Reduced |
| Monetta Financial Services Inc | 1,600 | $859.4K | 0.94% | +1,600 | New |
| Brown Wealth Management, LLC | 1,609 | $864.2K | 0.41% | −43−2.6% | Reduced |
| Cypress Wealth Services, LLC | 1,610 | $864.7K | 0.24% | 00.0% | Unchanged |
| Journey Strategic Wealth LLC | 1,611 | $865.3K | 0.04% | −187−10.4% | Reduced |
| Apella Capital, LLC | 1,615 | $867.3K | 0.06% | +804+99.1% | Added |
| Westbourne Investment Advisors, Inc. | 1,618 | $869.0K | 0.40% | −15−0.9% | Reduced |
| Wealth Management Partners, LLC | 1,620 | $870.2K | 0.54% | 00.0% | Unchanged |
| Compass Ion Advisors, LLC | 1,625 | $872.8K | 0.15% | +1,625 | New |
| Solstein Capital, LLC | 1,634 | $877.7K | 0.75% | 00.0% | Unchanged |
| Maverick Capital LtdSuperinvestorMaverick Capital | 1,639 | $880.4K | 0.02% | +1,639 | New |
| Concord Asset Management, LLC | 1,640 | $881.0K | 0.30% | +258+18.7% | Added |
| MSH Capital Advisors LLC | 1,645 | $883.6K | 0.35% | −47−2.8% | Reduced |
| CarsonAllaria Wealth Management, Ltd. | 1,648 | $885.4K | 0.72% | 00.0% | Unchanged |
| Clarus Group, Inc. | 1,652 | $887.4K | 0.64% | 00.0% | Unchanged |
| Green Harvest Asset Management LLC | 1,657 | $890.0K | 0.03% | +283+20.6% | Added |
| Stewart & Patten Co LLC | 1,660 | $891.6K | 0.15% | 00.0% | Unchanged |
| Dividend Assets Capital, LLC | 1,661 | $892.0K | 0.19% | −153−8.4% | Reduced |
| Fortem Financial Group, LLC | 1,661 | $892.4K | 0.52% | −32−1.9% | Reduced |
| FC Advisory LLC | 1,665 | $894.5K | 0.38% | 00.0% | Unchanged |
| Zhang Financial LLC | 1,638 | $895.8K | 0.09% | +330+25.2% | Added |
| Silver Oak Securities, Inc | 1,684 | $904.5K | 0.20% | +123+7.9% | Added |
| Hartford Funds Management Co LLC | 1,687 | $906.3K | 0.10% | +92+5.8% | Added |
| Tortoise Investment Management, LLC | 1,690 | $908.0K | 0.14% | −51−2.9% | Reduced |
| New England Research & Management, Inc. | 1,690 | $908.0K | 0.52% | −105−5.8% | Reduced |
| Gray Wealth Management Inc. | 1,692 | $908.9K | 0.47% | +20+1.2% | Added |
| GFS Advisors, LLC | 1,693 | $909.0K | 0.14% | −96−5.4% | Reduced |
| Private Capital Management LLC | 1,693 | $909.4K | 0.26% | +51+3.1% | Added |
| Canal Capital Management, LLC | 1,693 | $909.6K | 0.19% | 00.0% | Unchanged |
| Knights of Columbus Asset Advisors LLC | 1,694 | $909.9K | 0.08% | +37+2.2% | Added |
| Clare Market Investments LLC | 1,698 | $911.8K | 0.36% | −277−14.0% | Reduced |
| WJ Wealth Management, LLC | 1,704 | $915.3K | 0.44% | +904+113.0% | Added |
| Baader Bank INC | 1,756 | $916.5K | 0.08% | +977+125.4% | Added |
| Dynamic Technology Lab Private Ltd | 1,711 | $919.0K | 0.09% | +1,711 | New |
| Theory Financial LLC | 1,715 | $921.2K | 0.54% | −121−6.6% | Reduced |
| WR Wealth Planners, LLC | 1,716 | $921.5K | 0.35% | +164+10.6% | Added |
| Lloyd Advisory Services, LLC. | 1,717 | $922.4K | 0.31% | +1,717 | New |
| Norden Group LLC | 1,717 | $922.4K | 0.31% | +1,717 | New |
| Heritage Financial Services, LLC | 1,718 | $922.8K | 0.18% | +63+3.8% | Added |
| Paragon Advisors, LLC | 1,719 | $923.0K | 0.38% | +133+8.4% | Added |
| FinTrust Capital Advisors, LLC | 1,721 | $924.6K | 0.21% | −80−4.4% | Reduced |
| Ted Buchan & Co | 1,723 | $925.5K | 0.74% | +40+2.4% | Added |
| Vawter Financial, Ltd. | 1,724 | $926.0K | 0.83% | 00.0% | Unchanged |
| Seascape Capital Management | 1,729 | $928.0K | 0.44% | +23+1.3% | Added |
| Relative Value Partners Group, LLC | 1,731 | $929.8K | 0.06% | +545+46.0% | Added |
| DeDora Capital, Inc. | 1,732 | $930.3K | 0.37% | +330+23.5% | Added |
| Cornerstone Advisory, LLC | 1,732 | $930.5K | 0.16% | +50+3.0% | Added |
| Asahi Life Asset Management Co., Ltd. | 1,733 | $930.8K | 0.32% | −12−0.7% | Reduced |
| Stonebridge Capital Advisors LLC | 1,741 | $935.3K | 0.10% | −82−4.5% | Reduced |
| Semus Wealth Partners LLC | 1,745 | $937.6K | 0.87% | +25+1.5% | Added |
| S.A. Mason LLC | 1,751 | $940.5K | 0.68% | 00.0% | Unchanged |
| First Financial Bank - Trust Division | 1,758 | $944.3K | 0.10% | −4,505−71.9% | Reduced |
| Camden National Bank | 1,759 | $944.8K | 0.19% | −60−3.3% | Reduced |
| LBMC Investment Advisors, LLC | 1,800 | $945.3K | 0.10% | 00.0% | Unchanged |
| La Financiere de L'Echiquier | 1,760 | $945.3K | 0.05% | −360−17.0% | Reduced |
| Atlas Brown,Inc. | 1,760 | $945.3K | 0.43% | 00.0% | Unchanged |
| Moreno Evelyn V | 1,761 | $945.9K | 0.21% | 00.0% | Unchanged |
| Morningstar Investment Services LLC | 1,741 | $948.0K | 0.01% | +923+112.8% | Added |
| Winthrop Advisory Group LLC | 1,765 | $948.0K | 0.16% | −56−3.1% | Reduced |
| LWM Advisory Services, LLC | 1,767 | $948.9K | 1.02% | −8−0.5% | Reduced |
| DMG Group, LLC | 1,770 | $950.7K | 0.96% | −276−13.5% | Reduced |
| Advisory Research Inc | 1,771 | $951.3K | 0.13% | −230−11.5% | Reduced |
| Invenio Wealth Partners LLC | 1,771 | $951.3K | 0.87% | −58−3.2% | Reduced |
| Texas Capital Bancshares Inc | 1,771 | $951.3K | 0.53% | +21+1.2% | Added |
| American Investment Services, Inc. | 1,778 | $955.0K | 0.20% | −130−6.8% | Reduced |
| Cornerstone Wealth Management, LLC | 1,778 | $955.1K | 0.09% | +31+1.8% | Added |
| Drake & Associates, LLC | 1,780 | $956.3K | 0.43% | +24+1.4% | Added |
| Intrua Financial, LLC | 1,784 | $958.1K | 0.17% | +48+2.8% | Added |
| EagleClaw Capital Managment, LLC | 1,785 | $958.8K | 0.22% | 00.0% | Unchanged |
| TrinityPoint Wealth, LLC | 1,786 | $959.2K | 0.19% | +437+32.4% | Added |
| Blue Chip Partners, Inc. | 1,789 | $961.1K | 0.11% | −14−0.8% | Reduced |
| Beverly Hills Private Wealth, LLC | 1,790 | $961.2K | 0.29% | −1,068−37.4% | Reduced |