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 $942.7B 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
- 2,978
- +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 | $942.7B |
| Q1 2026 | 4,391 | $712.9B |
| Q4 2025 | 4,452 | $843.2B |
| Q3 2025 | 3,904 | $583.5B |
| Q2 2025 | 3,914 | $610.1B |
| Q1 2025 | 3,928 | $688.4B |
| Q4 2024 | 3,913 | $602.9B |
| Q3 2024 | 3,666 | $687.4B |
| Q2 2024 | 3,571 | $707.0B |
| Q1 2024 | 3,465 | $607.2B |
| Q4 2023 | 3,276 | $457.2B |
| Q3 2023 | 2,978 | $421.9B |
| Q2 2023 | 2,818 | $366.7B |
| Q1 2023 | 2,619 | $269.7B |
| Q4 2022 | 2,672 | $288.4B |
| Q3 2022 | 2,489 | $256.1B |
| Q2 2022 | 2,450 | $255.6B |
| Q1 2022 | 2,349 | $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 |
|---|---|---|---|---|---|
| Omnia Family Wealth, LLC | 1,792 | $962.6K | 0.60% | +12+0.7% | Added |
| Hedeker Wealth, LLC | 1,797 | $965.2K | 0.34% | 00.0% | Unchanged |
| Fusion Capital, LLC | 1,799 | $966.4K | 0.54% | 00.0% | Unchanged |
| Mill Capital Management, LLC | 1,803 | $968.4K | 0.09% | 00.0% | Unchanged |
| Good Life Advisors, LLC | 1,803 | $969.0K | 0.11% | −7−0.4% | Reduced |
| Jacobson & Schmitt Advisors, LLC | 1,804 | $969.0K | 0.28% | +29+1.6% | Added |
| Voya Financial Advisors, Inc. | 1,783 | $970.8K | 0.12% | −12−0.7% | Reduced |
| Aire Advisors, LLC | 1,808 | $971.5K | 0.26% | +11+0.6% | Added |
| Cognios Beta Neutral Large Cap Fund, LP | 1,809 | $971.7K | 1.26% | 00.0% | Unchanged |
| Live Oak Private Wealth LLC | 1,809 | $971.7K | 0.21% | +40+2.3% | Added |
| Lazard Freres Gestion S.A.S. | 1,786 | $972.0K | 0.03% | 00.0% | Unchanged |
| Mosaic Family Wealth Partners, LLC | 1,813 | $974.0K | 0.20% | 00.0% | Unchanged |
| True Link Financial Advisors, LLC | 1,822 | $978.7K | 0.12% | +83+4.8% | Added |
| Red Door Wealth Management, LLC | 1,823 | $979.0K | 0.25% | −223−10.9% | Reduced |
| Visionary Wealth Advisors | 1,823 | $979.4K | 0.08% | −323−15.1% | Reduced |
| JGP Wealth Management, LLC | 1,827 | $981.3K | 0.16% | −10−0.5% | Reduced |
| Gilbert & Cook, Inc. | 1,829 | $982.3K | 0.15% | −1,474−44.6% | Reduced |
| Horizon Investment Services, LLC | 1,829 | $982.4K | 0.59% | 00.0% | Unchanged |
| Cubic Asset Management, LLC | 1,830 | $982.9K | 0.27% | 00.0% | Unchanged |
| D'Orazio & Associates, Inc. | 1,833 | $984.4K | 0.22% | +230+14.3% | Added |
| Occidental Asset Management, LLC | 1,833 | $984.6K | 0.23% | 00.0% | Unchanged |
| Dover Advisors, LLC | 1,833 | $984.6K | 1.00% | −8−0.4% | Reduced |
| Affiance Financial, LLC | 1,835 | $985.6K | 0.50% | 00.0% | Unchanged |
| Greenwich Wealth Management LLC | 1,837 | $987.0K | 0.10% | −82−4.3% | Reduced |
| Destination Wealth Management | 1,838 | $987.2K | 0.04% | +155+9.2% | Added |
| Enterprise Financial Services Corp | 1,838 | $987.2K | 0.68% | −15−0.8% | Reduced |
| Brady Family Wealth, LLC | 1,840 | $988.5K | 0.38% | −245−11.8% | Reduced |
| BTC Capital Management, Inc. | 1,841 | $988.9K | 0.11% | 00.0% | Unchanged |
| Atticus Wealth Management, LLC | 1,842 | $989.5K | 0.38% | 00.0% | Unchanged |
| Cobblestone Capital Advisors LLC | 1,848 | $992.6K | 0.07% | +300+19.4% | Added |
| Oarsman Capital, Inc. | 1,855 | $996.5K | 0.42% | 00.0% | Unchanged |
| Versor Investments LP | 1,857 | $997.5K | 0.20% | +1,857 | New |
| OneAscent Financial Services LLC | 1,862 | $1.00M | 0.26% | +1,862 | New |
| Aveo Capital Partners, LLC | 1,867 | $1.00M | 0.13% | −339−15.4% | Reduced |
| German American Bancorp, Inc. | 1,873 | $1.01M | 0.15% | −3,000−61.6% | Reduced |
| CWS Financial Advisors, LLC | 1,876 | $1.01M | 0.40% | −100−5.1% | Reduced |
| Integrated Investment Consultants, LLC | 1,879 | $1.01M | 0.37% | −168−8.2% | Reduced |
| Stone Point Wealth LLC | 1,881 | $1.01M | 0.43% | +50+2.7% | Added |
| Somerset Group LLC | 1,888 | $1.01M | 0.95% | +10+0.5% | Added |
| Rice Hall James & Associates, LLC | 1,890 | $1.02M | 0.06% | −50−2.6% | Reduced |
| Sather Financial Group Inc | 1,898 | $1.02M | 0.08% | −38−2.0% | Reduced |
| CIC Wealth, LLC | 1,900 | $1.02M | 0.37% | +1,302+217.7% | Added |
| Waratah Capital Advisors Ltd. | 1,904 | $1.02M | 0.05% | +1,904 | New |
| New Jersey Better Educational Savings Trust | 1,908 | $1.02M | 2.51% | 00.0% | Unchanged |
| ARS Wealth Advisors Group, LLC | 1,917 | $1.03M | 0.17% | +89+4.9% | Added |
| Moody Aldrich Partners LLC | 1,885 | $1.03M | 0.20% | +1,885 | New |
| Fairfield, Bush & Co. | 1,921 | $1.03M | 0.67% | −24,555−92.7% | Reduced |
| Brave Asset Management Inc | 1,925 | $1.03M | 0.32% | 00.0% | Unchanged |
| Wrapmanager Inc | 1,928 | $1.04M | 0.33% | +480+33.1% | Added |
| Eudaimonia Advisors LLC | 1,931 | $1.04M | 0.73% | +5+0.3% | Added |
| Wallace Capital Management Inc. | 1,932 | $1.04M | 0.16% | −374−16.2% | Reduced |
| L.M. Kohn & Company | 1,936 | $1.04M | 0.38% | +110+6.0% | Added |
| ORG Partners LLC | 1,936 | $1.04M | 0.31% | +348+21.9% | Added |
| Eudaimonia Partners, LLC | 1,938 | $1.04M | 0.25% | −89−4.4% | Reduced |
| DGS Capital Management, LLC | 1,938 | $1.04M | 0.51% | +236+13.9% | Added |
| Girard Partners Ltd. | 1,941 | $1.04M | 0.12% | −85−4.2% | Reduced |
| Gryphon Financial Partners LLC | 1,947 | $1.05M | 0.25% | −33−1.7% | Reduced |
| First National Bank of Hutchinson | 1,949 | $1.05M | 0.79% | −600−23.5% | Reduced |
| Goldstream Capital Management Ltd | 1,956 | $1.05M | 0.85% | +270+16.0% | Added |
| Tributary Capital Management, LLC | 1,960 | $1.05M | 0.10% | −385−16.4% | Reduced |
| Centaurus Financial, Inc. | 1,968 | $1.06M | 0.09% | −685−25.8% | Reduced |
| Pettyjohn, Wood & White, Inc | 1,969 | $1.06M | 0.25% | −10−0.5% | Reduced |
| Abacus Planning Group, Inc. | 1,981 | $1.06M | 0.26% | +89+4.7% | Added |
| Bristlecone Advisors, LLC | 1,989 | $1.07M | 0.12% | 00.0% | Unchanged |
| Drexel Morgan & Co. | 2,000 | $1.07M | 0.29% | 00.0% | Unchanged |
| Tiemann Investment Advisors, LLC | 2,001 | $1.07M | 0.57% | −10.0% | Reduced |
| Diversified Portfolios, Inc. | 2,004 | $1.08M | 0.20% | −104−4.9% | Reduced |
| Keel Point, LLC | 2,011 | $1.08M | 0.15% | +30+1.5% | Added |
| Navalign, LLC | 2,012 | $1.08M | 0.41% | 00.0% | Unchanged |
| WoodTrust Financial Corp | 2,012 | $1.08M | 0.21% | −100−4.7% | Reduced |
| Bill Few Associates, Inc. | 2,014 | $1.08M | 0.57% | −20−1.0% | Reduced |
| HighMark Wealth Management LLC | 2,015 | $1.08M | 0.90% | −28−1.4% | Reduced |
| PFG Advisors | 2,018 | $1.08M | 0.10% | −2,678−57.0% | Reduced |
| Fortitude Advisory Group L.L.C. | 2,018 | $1.08M | 0.73% | −7−0.3% | Reduced |
| Renasant Bank | 2,021 | $1.09M | 0.91% | +305+17.8% | Added |
| Bragg Financial Advisors, Inc | 2,024 | $1.09M | 0.06% | −52−2.5% | Reduced |
| Drive Wealth Management, LLC | 2,028 | $1.09M | 0.40% | +164+8.8% | Added |
| Cito Capital Group, LLC | 2,030 | $1.09M | 0.53% | 00.0% | Unchanged |
| Headlands Technologies LLC | 2,031 | $1.09M | 0.54% | +1,296+176.3% | Added |
| TriaGen Wealth Management LLC | 2,034 | $1.09M | 0.56% | +1,332+189.7% | Added |
| Truadvice, LLC | 1,835 | $1.10M | 0.43% | −195−9.6% | Reduced |
| Legacy Advisors, LLC | 2,045 | $1.10M | 0.18% | +262+14.7% | Added |
| Essex LLC | 2,045 | $1.10M | 0.31% | +193+10.4% | Added |
| Ignite Planners, LLC | 2,030 | $1.10M | 0.34% | +7+0.3% | Added |
| Wealthspan Partners, LLC | 2,054 | $1.10M | 0.87% | −16−0.8% | Reduced |
| Shulman DeMeo Asset Management LLC | 2,055 | $1.10M | 0.37% | −43−2.0% | Reduced |
| Atomi Financial Group, Inc. | 2,059 | $1.11M | 0.37% | −48−2.3% | Reduced |
| Mechanics Financial Corp | 2,062 | $1.11M | 0.61% | −150−6.8% | Reduced |
| WealthShield Partners, LLC | 2,067 | $1.11M | 0.17% | +1,186+134.6% | Added |
| Patriot Investment Management Inc. | 2,067 | $1.11M | 0.10% | −5−0.2% | Reduced |
| MPS Loria Financial Planners, LLC | 2,070 | $1.11M | 0.44% | +6+0.3% | Added |
| WealthPlan Investment Management, LLC | 2,070 | $1.11M | 0.20% | 00.0% | Unchanged |
| Optas, LLC | 2,074 | $1.11M | 0.37% | +825+66.1% | Added |
| SYSTM Wealth Solutions LLC | 2,077 | $1.12M | 0.17% | +227+12.3% | Added |
| Birchcreek Wealth Management, LLC | 2,079 | $1.12M | 0.76% | −10−0.5% | Reduced |
| Unionview, LLC | 2,079 | $1.12M | 1.06% | −52−2.4% | Reduced |
| Van Hulzen Asset Management, LLC | 2,085 | $1.12M | 0.09% | −4,561−68.6% | Reduced |
| Buckhead Capital Management LLC | 2,089 | $1.12M | 0.47% | −61−2.8% | Reduced |
| Fruth Investment Management | 2,100 | $1.13M | 0.33% | 00.0% | Unchanged |
| Alta Advisers Ltd | 2,100 | $1.13M | 0.65% | 00.0% | Unchanged |