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 |
|---|---|---|---|---|---|
| Patten Group, Inc. | 2,945 | $1.58M | 0.47% | −79−2.6% | Reduced |
| AdvisorNet Financial, Inc | 2,947 | $1.58M | 0.14% | −799−21.3% | Reduced |
| Sutton Wealth Advisors Inc. | 2,952 | $1.59M | 0.78% | +15+0.5% | Added |
| LVW Advisors, LLC | 2,953 | $1.59M | 0.34% | +1,008+51.8% | Added |
| Summit Financial, LLC | 2,956 | $1.59M | 0.12% | −7,516−71.8% | Reduced |
| World Equity Group, Inc. | 2,966 | $1.59M | 0.33% | +1,492+101.2% | Added |
| CenterBook Partners LP | 2,976 | $1.60M | 0.20% | −832−21.8% | Reduced |
| Adell Harriman & Carpenter Inc | 2,982 | $1.60M | 0.17% | +832+38.7% | Added |
| Jackson, Grant Investment Advisers, Inc. | 2,994 | $1.61M | 0.78% | −478−13.8% | Reduced |
| Channel Wealth LLC | 3,000 | $1.61M | 0.90% | +110+3.8% | Added |
| Full Sail Capital, LLC | 3,001 | $1.61M | 0.14% | −45−1.5% | Reduced |
| Laraway Financial Inc | 3,001 | $1.61M | 1.68% | −73−2.4% | Reduced |
| Mattern Wealth Management LLC | 3,004 | $1.61M | 0.47% | +4+0.1% | Added |
| West Paces Advisors Inc. | 3,007 | $1.62M | 0.51% | −307−9.3% | Reduced |
| Lavaca Capital LLC | 3,010 | $1.62M | 0.58% | −164−5.2% | Reduced |
| Crescent Grove Advisors, LLC | 3,014 | $1.62M | 0.20% | +64+2.2% | Added |
| Carmichael Hill & Associates, Inc. | 3,027 | $1.63M | 0.80% | 00.0% | Unchanged |
| Main Street Research LLC | 3,029 | $1.63M | 0.17% | +4+0.1% | Added |
| Concord Wealth Partners | 3,029 | $1.63M | 0.35% | −400−11.7% | Reduced |
| SFMG, LLC | 3,036 | $1.63M | 0.17% | +31+1.0% | Added |
| Symphony Financial, Ltd. Co. | 3,036 | $1.63M | 0.40% | −1,146−27.4% | Reduced |
| Unigestion Holding SA | 3,040 | $1.63M | 0.10% | −832−21.5% | Reduced |
| Park Place Capital Corp | 3,041 | $1.63M | 0.48% | +496+19.5% | Added |
| Alta Wealth Advisors LLC | 3,046 | $1.64M | 1.00% | +297+10.8% | Added |
| Guyasuta Investment Advisors Inc | 3,047 | $1.64M | 0.13% | +23+0.8% | Added |
| Investment Research & Advisory Group, Inc. | 3,053 | $1.64M | 0.94% | +64+2.1% | Added |
| Fuller & Thaler Asset Management, Inc. | 3,054 | $1.64M | 0.01% | +200+7.0% | Added |
| TCTC Holdings, LLC | 3,062 | $1.64M | 0.06% | −6−0.2% | Reduced |
| Nemes Rush Group LLC | 3,071 | $1.65M | 0.30% | −36−1.2% | Reduced |
| Ausdal Financial Partners, Inc. | 3,072 | $1.65M | 0.23% | −86−2.7% | Reduced |
| Peterson Wealth Management | 3,074 | $1.65M | 1.36% | −1,062−25.7% | Reduced |
| Farmers National Bank | 3,077 | $1.65M | 0.57% | −44−1.4% | Reduced |
| Mayflower Financial Advisors, LLC | 3,077 | $1.65M | 0.25% | −7,506−70.9% | Reduced |
| Van Cleef Asset Management,Inc | 3,101 | $1.67M | 0.26% | −37−1.2% | Reduced |
| West Branch Capital LLC | 3,101 | $1.67M | 0.87% | +46+1.5% | Added |
| Gerber Kawasaki Wealth & Investment Management | 3,102 | $1.67M | 0.11% | −45−1.4% | Reduced |
| Grandfield & Dodd, LLC | 3,102 | $1.67M | 0.12% | −39−1.2% | Reduced |
| IFG Advisory, LLC | 3,102 | $1.67M | 0.14% | +3,102 | New |
| Capital Market Strategies LLC | 3,175 | $1.67M | 1.66% | +59+1.9% | Added |
| Chilton Investment Co LLC | 3,105 | $1.67M | 0.05% | +1,058+51.7% | Added |
| Accredited Investors Inc. | 3,106 | $1.67M | 0.13% | +3,106 | New |
| Dantai Capital Ltd | 3,120 | $1.68M | 3.60% | +1,920+160.0% | Added |
| Portside Wealth Group, LLC | 3,106 | $1.68M | 0.32% | +2,103+209.7% | Added |
| Veracity Capital LLC | 3,124 | $1.68M | 0.78% | +340+12.2% | Added |
| Insigneo Advisory Services, LLC | 3,125 | $1.68M | 0.34% | +440+16.4% | Added |
| Summit X, LLC | 3,109 | $1.68M | 0.53% | +2,591+500.2% | Added |
| Stiles Financial Services Inc | 3,129 | $1.68M | 0.87% | −97−3.0% | Reduced |
| Steel Peak Wealth Management LLC | 3,130 | $1.68M | 0.11% | −4,515−59.1% | Reduced |
| EverSource Wealth Advisors, LLC | 3,132 | $1.68M | 0.18% | −64−2.0% | Reduced |
| WMS Partners, LLC | 3,133 | $1.68M | 0.13% | −132−4.0% | Reduced |
| Human Investing LLC | 3,148 | $1.69M | 0.39% | −63−2.0% | Reduced |
| BBR Partners, LLC | 3,150 | $1.69M | 0.19% | +934+42.1% | Added |
| Smith, Salley & Associates | 3,153 | $1.69M | 0.13% | −87−2.7% | Reduced |
| Samalin Investment Counsel, LLC | 3,156 | $1.70M | 0.97% | −262−7.7% | Reduced |
| RMR Wealth Builders | 3,158 | $1.70M | 0.27% | +1,118+54.8% | Added |
| HF Advisory Group, LLC | 3,163 | $1.70M | 1.26% | −466−12.8% | Reduced |
| BSW Wealth Partners | 3,167 | $1.70M | 0.38% | +371+13.3% | Added |
| SlateStone Wealth, LLC | 3,168 | $1.70M | 0.25% | +450+16.6% | Added |
| Change Path, LLC | 3,171 | $1.70M | 0.12% | −1,998−38.7% | Reduced |
| Angeles Wealth Management, LLC | 3,172 | $1.70M | 0.24% | −2,126−40.1% | Reduced |
| Robertson Stephens Wealth Management, LLC | 3,174 | $1.70M | 0.11% | +594+23.0% | Added |
| First County Bank | 3,180 | $1.71M | 0.89% | −5−0.2% | Reduced |
| TFG Advisers LLC | 3,181 | $1.71M | 0.80% | +141+4.6% | Added |
| Financial Sense Advisors, Inc. | 3,187 | $1.71M | 0.73% | 00.0% | Unchanged |
| Red Spruce Capital, LLC | 3,194 | $1.72M | 0.97% | −240−7.0% | Reduced |
| Royal Capital Wealth Management, LLC | 3,194 | $1.72M | 1.64% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 3,196 | $1.72M | 0.40% | −1,206−27.4% | Reduced |
| Spirit of America Management Corp | 3,200 | $1.72M | 0.39% | 00.0% | Unchanged |
| Barden Capital Management, Inc. | 3,228 | $1.73M | 1.68% | +22+0.7% | Added |
| Wealth Alliance Advisory Group, LLC | 3,245 | $1.74M | 0.52% | +20+0.6% | Added |
| WealthTrust Asset Management, LLC | 3,248 | $1.74M | 1.62% | +3,248 | New |
| CastleKnight Management LP | 3,250 | $1.75M | 0.30% | −650−16.7% | Reduced |
| Steigerwald, Gordon & Koch Inc. | 3,252 | $1.75M | 0.27% | −50−1.5% | Reduced |
| Front Barnett Associates LLC | 3,255 | $1.75M | 0.21% | 00.0% | Unchanged |
| Souders Financial Advisors | 3,265 | $1.75M | 0.34% | −85−2.5% | Reduced |
| Patron Partners Advisors, LLC | 3,277 | $1.76M | 1.30% | +55+1.7% | Added |
| Migdal Insurance & Financial Holdings Ltd. | 3,251 | $1.76M | 0.04% | +3,251 | New |
| Gratus Capital LLC | 3,286 | $1.76M | 0.12% | +237+7.8% | Added |
| Vigilare Wealth Management | 3,288 | $1.77M | 1.13% | +30+0.9% | Added |
| Bank Pictet & Cie (Asia) Ltd | 3,289 | $1.77M | 0.52% | −82−2.4% | Reduced |
| Allegheny Financial Group LTD | 3,299 | $1.77M | 0.66% | +346+11.7% | Added |
| Cozad Asset Management Inc | 3,300 | $1.77M | 0.23% | 00.0% | Unchanged |
| Procyon Private Wealth Partners, LLC | 3,310 | $1.78M | 0.18% | +888+36.7% | Added |
| Powers Advisory Group, LLC | 3,312 | $1.78M | 1.21% | −237−6.7% | Reduced |
| Tectonic Advisors LLC | 3,317 | $1.78M | 0.17% | +278+9.1% | Added |
| WSFS Capital Management, LLC | 3,326 | $1.79M | 0.12% | +1,981+147.3% | Added |
| Hollencrest Capital Management | 3,328 | $1.79M | 0.20% | −4−0.1% | Reduced |
| EFG Asset Management (North America) Corp. | 3,327 | $1.79M | 0.42% | +161+5.1% | Added |
| Naviter Wealth, LLC | 3,331 | $1.79M | 0.43% | −136−3.9% | Reduced |
| Moseley Investment Management Inc | 3,357 | $1.80M | 1.08% | −35−1.0% | Reduced |
| TCG Advisory Services, LLC | 3,357 | $1.80M | 0.28% | −114−3.3% | Reduced |
| KPP Advisory Services LLC | 3,358 | $1.80M | 0.60% | +3,358 | New |
| Means Investment Co., Inc. | 3,367 | $1.81M | 0.30% | −240−6.7% | Reduced |
| Hills Bank & Trust Co | 3,374 | $1.81M | 0.21% | −911−21.3% | Reduced |
| Campion Asset Management LLC | 3,375 | $1.81M | 1.67% | 00.0% | Unchanged |
| Barr E S & Co | 3,386 | $1.82M | 0.13% | 00.0% | Unchanged |
| Capital Advisors Inc | 3,386 | $1.82M | 0.05% | +108+3.3% | Added |
| Warther Private Wealth, LLC | 3,398 | $1.83M | 1.21% | −20−0.6% | Reduced |
| Rational Advisors LLC | 3,400 | $1.83M | 0.17% | −1,000−22.7% | Reduced |
| Axq Capital, LP | 3,400 | $1.83M | 0.64% | +3,400 | New |