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 |
|---|---|---|---|---|---|
| Summit Financial Strategies, Inc. | 2,112 | $1.13M | 0.22% | +700+49.6% | Added |
| Brown, Lisle/Cummings, Inc. | 2,119 | $1.14M | 0.51% | +50+2.4% | Added |
| Alan B. Lancz & Associates, Inc. | 2,125 | $1.14M | 1.30% | 00.0% | Unchanged |
| Washburn Capital Management, Inc. | 2,126 | $1.14M | 0.96% | +255+13.6% | Added |
| GPS Wealth Strategies Group, LLC | 2,127 | $1.14M | 0.22% | +291+15.8% | Added |
| NCM Capital Management, LLC | 2,127 | $1.14M | 0.81% | −89−4.0% | Reduced |
| Sage Rhino Capital LLC | 2,133 | $1.15M | 0.32% | 00.0% | Unchanged |
| Scott & Selber, Inc. | 2,136 | $1.15M | 0.47% | −10.0% | Reduced |
| Financial Enhancement Group LLC | 1,862 | $1.15M | 0.22% | 00.0% | Unchanged |
| Baxter Bros Inc | 2,138 | $1.15M | 0.17% | −10−0.5% | Reduced |
| Patriot Financial Group Insurance Agency, LLC | 2,140 | $1.15M | 0.24% | +1,418+196.4% | Added |
| Fort Washington Investment Advisors Inc | 2,140 | $1.15M | 0.01% | −71−3.2% | Reduced |
| Canton Hathaway, LLC | 2,145 | $1.15M | 0.36% | 00.0% | Unchanged |
| Spears Abacus Advisors LLC | 2,146 | $1.15M | 0.10% | 00.0% | Unchanged |
| Wealth Effects LLC | 2,150 | $1.15M | 0.57% | +830+62.9% | Added |
| SRS Capital Advisors, Inc. | 2,150 | $1.15M | 0.14% | −34−1.6% | Reduced |
| Cipher Capital LP | 2,151 | $1.16M | 0.82% | +2,151 | New |
| Platform Technology Partners | 2,151 | $1.16M | 0.54% | +63+3.0% | Added |
| Mendel Money Management | 2,155 | $1.16M | 0.62% | 00.0% | Unchanged |
| Collective Family Office LLC | 2,161 | $1.16M | 0.45% | −136−5.9% | Reduced |
| Capital Insight Partners, LLC | 2,163 | $1.16M | 0.26% | −125−5.5% | Reduced |
| Cim Investment Mangement Inc | 2,166 | $1.16M | 0.43% | −43−1.9% | Reduced |
| Heritage Investment Group, Inc. | 2,170 | $1.17M | 0.32% | +144+7.1% | Added |
| Trustco Bank Corp N Y | 2,172 | $1.17M | 1.33% | −16−0.7% | Reduced |
| Halbert Hargrove Global Advisors, LLC | 2,174 | $1.17M | 0.09% | −22−1.0% | Reduced |
| Kensington Investment Counsel, LLC | 2,176 | $1.17M | 0.73% | +126+6.1% | Added |
| WESPAC Advisors, LLC | 2,184 | $1.17M | 0.88% | +397+22.2% | Added |
| Hixon Zuercher, LLC | 2,188 | $1.18M | 0.62% | 00.0% | Unchanged |
| Alpha Omega Wealth Management LLC | 2,191 | $1.18M | 0.20% | −288−11.6% | Reduced |
| Merrion Investment Management Co, LLC | 2,200 | $1.18M | 1.02% | 00.0% | Unchanged |
| RB Capital Management, LLC | 2,204 | $1.18M | 0.38% | −16−0.7% | Reduced |
| Golden State Equity Partners | 2,210 | $1.19M | 0.33% | −96−4.2% | Reduced |
| Sandy Cove Advisors, LLC | 2,224 | $1.19M | 0.69% | +10.0% | Added |
| Tempus Wealth Planning, LLC | 2,224 | $1.19M | 0.60% | +15+0.7% | Added |
| Sigma Investment Counselors Inc | 2,228 | $1.20M | 0.09% | +74+3.4% | Added |
| NFP Retirement, Inc. | 2,229 | $1.20M | 0.23% | +66+3.1% | Added |
| J. W. Coons Advisors, LLC | 2,234 | $1.20M | 0.35% | 00.0% | Unchanged |
| Strategic Investment Advisors | 2,234 | $1.20M | 0.20% | +229+11.4% | Added |
| Gladius Capital Management LP | 2,235 | $1.20M | 0.34% | +2,235 | New |
| MV Capital Management, Inc. | 2,249 | $1.21M | 0.16% | +25+1.1% | Added |
| Annex Advisory Services, LLC | 2,250 | $1.21M | 0.07% | +12+0.5% | Added |
| Armor Investment Advisors, LLC | 2,251 | $1.21M | 0.72% | +5+0.2% | Added |
| Marco Investment Management LLC | 2,253 | $1.21M | 0.14% | +50+2.3% | Added |
| Fortress Wealth Group, LLC | 2,304 | $1.21M | 0.81% | −77−3.2% | Reduced |
| Telemus Capital, LLC | 2,254 | $1.21M | 0.11% | −603−21.1% | Reduced |
| Mill Creek Capital Advisors, LLC | 2,257 | $1.21M | 0.04% | −567−20.1% | Reduced |
| LGL Partners, LLC | 2,257 | $1.21M | 0.21% | 00.0% | Unchanged |
| Westover Capital Advisors, LLC | 2,260 | $1.21M | 0.44% | 00.0% | Unchanged |
| Morris Financial Concepts, Inc. | 2,260 | $1.21M | 0.81% | −50−2.2% | Reduced |
| Amica Retiree Medical Trust | 2,263 | $1.22M | 1.43% | 00.0% | Unchanged |
| Edgestream Partners, L.P. | 2,265 | $1.22M | 0.10% | −9,361−80.5% | Reduced |
| Heritage Trust Co | 2,265 | $1.22M | 0.19% | +537+31.1% | Added |
| Westhampton Capital, LLC | 2,266 | $1.22M | 0.78% | +2,266 | New |
| Sunbelt Securities, Inc. | 2,280 | $1.22M | 0.17% | −6−0.3% | Reduced |
| Sheets Smith Wealth Management | 2,282 | $1.23M | 0.19% | +10.0% | Added |
| Gleason Group, Inc. | 2,283 | $1.23M | 0.32% | +5+0.2% | Added |
| Vivaldi Capital Management, LLC | 2,286 | $1.23M | 0.40% | +73+3.3% | Added |
| Wolverine Trading, LLC | 2,290 | $1.23M | 0.01% | −11,980−84.0% | Reduced |
| Univest Financial Corp | 2,290 | $1.23M | 0.41% | −200−8.0% | Reduced |
| ABN AMRO Bank N.V. | 2,293 | $1.23M | 0.02% | −230−9.1% | Reduced |
| Clear Creek Financial Management, LLC | 2,293 | $1.23M | 0.22% | +1,132+97.5% | Added |
| Polar Asset Management Partners Inc. | 2,300 | $1.24M | 0.03% | −16,200−87.6% | Reduced |
| Trustmark National Bank Trust Department | 2,302 | $1.24M | 0.12% | +1,271+123.3% | Added |
| Stockman Wealth Management, Inc. | 2,307 | $1.24M | 0.27% | +50+2.2% | Added |
| Prio Wealth Limited Partnership | 2,318 | $1.25M | 0.05% | −34−1.4% | Reduced |
| Orser Capital Management, LLC | 2,320 | $1.25M | 1.26% | +2,320 | New |
| Greatmark Investment Partners, Inc. | 2,322 | $1.25M | 0.22% | −5−0.2% | Reduced |
| Sonora Investment Management Group, LLC | 2,324 | $1.25M | 0.11% | +191+9.0% | Added |
| Roundview Capital LLC | 2,328 | $1.25M | 0.13% | +41+1.8% | Added |
| LCNB Corp | 2,331 | $1.25M | 0.55% | −45−1.9% | Reduced |
| JGP Global Gestao de Recursos Ltda. | 2,346 | $1.26M | 0.80% | −1,025−30.4% | Reduced |
| Liberty Capital Management, Inc. | 2,350 | $1.26M | 0.37% | 00.0% | Unchanged |
| Miramar Capital, LLC | 2,352 | $1.26M | 0.34% | 00.0% | Unchanged |
| M&R Capital Management Inc | 2,353 | $1.26M | 0.35% | −107−4.3% | Reduced |
| Nadler Financial Group, Inc. | 2,362 | $1.27M | 0.19% | +150+6.8% | Added |
| Peoples Bank | 2,363 | $1.27M | 0.83% | −161−6.4% | Reduced |
| Riggs Asset Managment Co. Inc. | 2,363 | $1.27M | 0.45% | +3+0.1% | Added |
| Dark Forest Capital Management LP | 2,365 | $1.27M | 0.11% | −2,056−46.5% | Reduced |
| Camden Capital, LLC | 2,369 | $1.27M | 0.15% | +120+5.3% | Added |
| Relyea Zuckerberg Hanson LLC | 2,373 | $1.27M | 0.29% | +532+28.9% | Added |
| Provence Wealth Management Group | 2,386 | $1.28M | 0.79% | +223+10.3% | Added |
| Quadrant Private Wealth Management, LLC | 2,386 | $1.28M | 0.43% | −109−4.4% | Reduced |
| Donoghue Forlines LLC | 2,393 | $1.29M | 0.46% | −420−14.9% | Reduced |
| MJP Associates Inc | 2,398 | $1.29M | 0.38% | +183+8.3% | Added |
| IVC Wealth Advisors LLC | 2,400 | $1.29M | 0.86% | −533−18.2% | Reduced |
| Corton Capital Inc. | 2,407 | $1.29M | 0.65% | −128−5.0% | Reduced |
| Oversea-Chinese Banking CORP Ltd | 2,409 | $1.29M | 0.06% | +1,714+246.6% | Added |
| Lyell Wealth Management, LP | 2,418 | $1.30M | 0.17% | 00.0% | Unchanged |
| 626 Financial, LLC | 2,426 | $1.30M | 0.88% | 00.0% | Unchanged |
| ICA Group Wealth Management, LLC | 2,429 | $1.30M | 0.37% | +80+3.4% | Added |
| Almanack Investment Partners, LLC. | 2,435 | $1.31M | 0.25% | +1,031+73.4% | Added |
| Townsend Asset Management Corp | 2,438 | $1.31M | 0.66% | −20−0.8% | Reduced |
| PFG Investments, LLC | 2,438 | $1.31M | 0.25% | −19−0.8% | Reduced |
| Blueprint Investment Partners LLC | 2,441 | $1.31M | 0.42% | +403+19.8% | Added |
| Olistico Wealth, LLC | 2,447 | $1.31M | 1.18% | +65+2.7% | Added |
| Sargent Investment Group, LLC | 2,451 | $1.32M | 0.32% | +137+5.9% | Added |
| Copperwynd Financial, LLC | 2,454 | $1.32M | 0.62% | −1,885−43.4% | Reduced |
| Burt Wealth Advisors | 2,454 | $1.32M | 0.40% | −187−7.1% | Reduced |
| United Community Bank | 2,460 | $1.32M | 0.65% | +1,588+182.1% | Added |
| CWA Asset Management Group, LLC | 2,465 | $1.32M | 0.10% | +300+13.9% | Added |