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 |
|---|---|---|---|---|---|
| Borer Denton & Associates, Inc. | 2,475 | $1.33M | 0.55% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 2,476 | $1.33M | 0.38% | −162−6.1% | Reduced |
| Papp L Roy & Associates | 2,483 | $1.33M | 0.18% | −50−2.0% | Reduced |
| Motco | 2,486 | $1.34M | 0.09% | −60−2.4% | Reduced |
| Laidlaw Wealth Management LLC | 2,488 | $1.34M | 0.44% | −220−8.1% | Reduced |
| Atlas Capital Advisors LLC | 2,489 | $1.34M | 0.22% | −725−22.6% | Reduced |
| Fort Point Capital Partners LLC | 2,498 | $1.34M | 0.22% | +187+8.1% | Added |
| Wesleyan Assurance Society | 2,500 | $1.34M | 0.15% | 00.0% | Unchanged |
| Facet Wealth, Inc. | 2,431 | $1.35M | 0.07% | +89+3.8% | Added |
| CVA Family Office, LLC | 2,510 | $1.35M | 0.31% | +92+3.8% | Added |
| Childress Capital Advisors, LLC | 2,511 | $1.35M | 0.44% | +1,948+346.0% | Added |
| Keystone Financial Group | 2,527 | $1.36M | 0.23% | +668+35.9% | Added |
| Parkside Financial Bank & Trust | 2,528 | $1.36M | 0.31% | +244+10.7% | Added |
| E&G Advisors, LP | 2,530 | $1.36M | 0.50% | −200−7.3% | Reduced |
| Evoke Wealth, LLC | 2,536 | $1.36M | 0.05% | +363+16.7% | Added |
| Benjamin Edwards Inc | 2,538 | $1.36M | 0.32% | −382−13.1% | Reduced |
| American Trust | 2,540 | $1.36M | 0.11% | −135−5.0% | Reduced |
| Frisch Financial Group, Inc. | 2,557 | $1.37M | 0.56% | 00.0% | Unchanged |
| Cross Staff Investments Inc | 2,560 | $1.38M | 1.35% | 00.0% | Unchanged |
| Marcum Wealth, LLC | 2,566 | $1.38M | 0.17% | −101−3.8% | Reduced |
| Bridge Creek Capital Management LLC | 2,572 | $1.38M | 0.52% | −3−0.1% | Reduced |
| Taylor Frigon Capital Management LLC | 2,572 | $1.38M | 0.77% | −1,076−29.5% | Reduced |
| Bedell Frazier Investment Counseling, LLC | 2,573 | $1.38M | 0.41% | −500−16.3% | Reduced |
| Thompson Davis & Co., Inc. | 2,575 | $1.38M | 1.71% | −1,275−33.1% | Reduced |
| Personal Cfo Solutions, LLC | 2,576 | $1.38M | 0.27% | +532+26.0% | Added |
| Riverview Trust Co | 2,577 | $1.38M | 1.23% | 00.0% | Unchanged |
| Michael B. Yongue | 2,577 | $1.38M | 1.35% | 00.0% | Unchanged |
| West Michigan Advisors, LLC | 2,580 | $1.39M | 0.74% | +2+0.1% | Added |
| Marathon Capital Management | 2,590 | $1.39M | 0.35% | 00.0% | Unchanged |
| Crown Wealth Group, LLC | 2,596 | $1.39M | 1.05% | −26−1.0% | Reduced |
| Options Solutions, LLC | 2,600 | $1.40M | 1.60% | 00.0% | Unchanged |
| AXS Investments LLC | 2,604 | $1.40M | 0.36% | −617−19.2% | Reduced |
| Lane & Associates LLC | 2,609 | $1.40M | 1.13% | +17+0.7% | Added |
| ARGA Investment Management, LP | 2,609 | $1.40M | 0.06% | −918−26.0% | Reduced |
| WealthBridge Capital Management, LLC | 2,614 | $1.40M | 0.58% | +587+29.0% | Added |
| Galvin, Gaustad & Stein, LLC | 2,615 | $1.40M | 0.14% | −72−2.7% | Reduced |
| Private Portfolio Partners LLC | 2,619 | $1.41M | 0.36% | +184+7.6% | Added |
| WS Portfolio Advisory, LLC | 8,238 | $1.41M | 0.32% | +8,238 | New |
| Taurus Asset Management, LLC | 2,640 | $1.42M | 0.17% | 00.0% | Unchanged |
| Simon Quick Advisors, LLC | 2,649 | $1.42M | 0.13% | +775+41.4% | Added |
| Carlson Capital Management | 2,653 | $1.42M | 0.08% | +4+0.2% | Added |
| Legacy Financial Advisors, Inc. | 2,653 | $1.43M | 0.29% | +21+0.8% | Added |
| Advisor OS, LLC | 2,662 | $1.43M | 0.21% | +242+10.0% | Added |
| BLB&B Advisors, LLC | 2,671 | $1.43M | 0.10% | −9−0.3% | Reduced |
| Regent Peak Wealth Advisors LLC | 2,671 | $1.43M | 0.44% | +444+19.9% | Added |
| MCF Advisors LLC | 2,672 | $1.43M | 0.13% | −182−6.4% | Reduced |
| Stevens Capital Management LP | 2,674 | $1.44M | 0.41% | +2,674 | New |
| Oak Hill Wealth Advisors, LLC | 2,676 | $1.44M | 0.55% | −323−10.8% | Reduced |
| Spouting Rock Asset Management, LLC | 2,681 | $1.44M | 0.46% | −176−6.2% | Reduced |
| SP Asset Management LLC | 2,694 | $1.45M | 0.16% | +304+12.7% | Added |
| Bell Bank | 2,697 | $1.45M | 0.16% | +283+11.7% | Added |
| PSI Advisors, LLC | 2,697 | $1.45M | 0.63% | +55+2.1% | Added |
| Belmont Capital, LLC | 2,698 | $1.45M | 0.78% | +2,655+6,174.4% | Added |
| Thompson Siegel & Walmsley LLC | 2,704 | $1.45M | 0.02% | +49+1.8% | Added |
| Jupiter Wealth Management LLC | 2,440 | $1.46M | 0.95% | +171+7.5% | Added |
| Mystic Asset Management, Inc. | 2,718 | $1.46M | 0.82% | −125−4.4% | Reduced |
| Benedetti & Gucer, Inc. | 2,719 | $1.46M | 0.80% | −125−4.4% | Reduced |
| Imprint Wealth LLC | 2,724 | $1.46M | 1.24% | −835−23.5% | Reduced |
| Prosperitas Financial LLC | 2,726 | $1.46M | 1.14% | +2,726 | New |
| Physicians Financial Services, Inc. | 2,728 | $1.47M | 0.60% | +10+0.4% | Added |
| Thomas Story & Son LLC | 2,730 | $1.47M | 0.71% | 00.0% | Unchanged |
| Clear Investment Research, LLC | 2,731 | $1.47M | 2.54% | +11+0.4% | Added |
| Founders Financial Alliance, LLC | 2,744 | $1.47M | 0.64% | −173−5.9% | Reduced |
| Corundum Trust Company, INC | 2,747 | $1.48M | 4.41% | −5−0.2% | Reduced |
| Financial Management Professionals, Inc. | 2,758 | $1.48M | 0.26% | +52+1.9% | Added |
| Retirement Planning Co of New England, Inc. | 2,759 | $1.48M | 0.83% | +309+12.6% | Added |
| Costello Asset Management, INC | 2,763 | $1.48M | 1.36% | −275−9.1% | Reduced |
| 180 Wealth Advisors, LLC | 2,768 | $1.49M | 0.33% | −22−0.8% | Reduced |
| Western Financial Corp | 2,780 | $1.49M | 1.09% | −345−11.0% | Reduced |
| MONECO Advisors, LLC | 2,782 | $1.49M | 0.41% | +49+1.8% | Added |
| Berger Financial Group, Inc | 2,789 | $1.50M | 0.17% | +14+0.5% | Added |
| Garrison Asset Management, LLC | 2,789 | $1.50M | 0.91% | +66+2.4% | Added |
| Marino, Stram & Associates LLC | 2,799 | $1.50M | 0.44% | +19+0.7% | Added |
| Monument Capital Management | 2,800 | $1.50M | 0.50% | +21+0.8% | Added |
| Pegasus Asset Management, Inc. | 2,801 | $1.50M | 0.70% | 00.0% | Unchanged |
| Principal Street Partners, LLC | 2,802 | $1.51M | 0.30% | −169−5.7% | Reduced |
| Ellevest, Inc. | 2,823 | $1.52M | 0.12% | +80+2.9% | Added |
| David Loasby | 2,856 | $1.52M | 0.17% | +318+12.5% | Added |
| Avidian Wealth Solutions, LLC | 2,828 | $1.52M | 0.11% | −188−6.2% | Reduced |
| Union Savings Bank | 2,860 | $1.54M | 0.96% | −25−0.9% | Reduced |
| Manchester Capital Management LLC | 2,877 | $1.55M | 0.23% | +199+7.4% | Added |
| Retireful, LLC | 2,881 | $1.55M | 0.74% | +2,881 | New |
| Connecticut Wealth Management, LLC | 2,886 | $1.55M | 0.11% | +1,029+55.4% | Added |
| FourThought Financial Partners, LLC | 2,889 | $1.55M | 0.22% | +10+0.3% | Added |
| Hendershot Investments Inc. | 2,895 | $1.56M | 0.26% | −155−5.1% | Reduced |
| Boltwood Capital Management | 2,903 | $1.56M | 0.58% | −333−10.3% | Reduced |
| Avestar Capital, LLC | 2,904 | $1.56M | 0.24% | +538+22.7% | Added |
| Allstate Corp | 2,905 | $1.56M | 0.09% | 00.0% | Unchanged |
| Strategic Wealth Designers | 2,909 | $1.56M | 0.28% | −40−1.4% | Reduced |
| Monumental Financial Group Inc. | 2,911 | $1.56M | 1.04% | +99+3.5% | Added |
| Northwest Quadrant Wealth Management, LLC | 2,914 | $1.56M | 0.44% | +4+0.1% | Added |
| Biltmore Family Office, LLC | 2,924 | $1.57M | 0.36% | −78−2.6% | Reduced |
| West Chester Capital Advisors, Inc | 2,925 | $1.57M | 2.90% | −79−2.6% | Reduced |
| Alera Investment Advisors, LLC | 2,933 | $1.58M | 0.26% | −125−4.1% | Reduced |
| HHM Wealth Advisors, LLC | 2,934 | $1.58M | 0.31% | −4−0.1% | Reduced |
| Breakwater Capital Group | 2,847 | $1.58M | 0.54% | +91+3.3% | Added |
| Buffington Mohr McNeal | 2,940 | $1.58M | 0.36% | −625−17.5% | Reduced |
| Graves-Light Private Wealth Management, Inc. | 2,796 | $1.58M | 0.21% | 00.0% | Unchanged |
| Pavion Blue Capital, LLC | 2,943 | $1.58M | 0.96% | 00.0% | Unchanged |
| Hudock, Inc. | 2,944 | $1.58M | 0.38% | +100+3.5% | Added |