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 |
|---|---|---|---|---|---|
| Deroy & Devereaux Private Investment Counsel Inc | 3,401 | $1.83M | 0.13% | 00.0% | Unchanged |
| Central Bank & Trust Co | 3,402 | $1.83M | 0.32% | −13−0.4% | Reduced |
| Regal Investment Advisors LLC | 3,403 | $1.83M | 0.16% | +148+4.5% | Added |
| Accurate Wealth Management, LLC | 3,004 | $1.83M | 0.57% | +398+15.3% | Added |
| Ledge Wealth Management, Inc. | 3,404 | $1.83M | 0.82% | +312+10.1% | Added |
| Parisi Gray Wealth Management | 3,413 | $1.83M | 0.83% | +3,413 | New |
| Douglas Lane & Associates, LLC | 3,428 | $1.84M | 0.03% | +19+0.6% | Added |
| DF Dent & Co Inc | 3,433 | $1.84M | 0.03% | −21−0.6% | Reduced |
| Berkshire Bank | 3,449 | $1.85M | 0.53% | −180−5.0% | Reduced |
| Oakworth Capital, Inc. | 3,452 | $1.85M | 0.17% | +30+0.9% | Added |
| United Bank | 3,456 | $1.86M | 0.24% | 00.0% | Unchanged |
| River Street Advisors LLC | 3,459 | $1.86M | 1.75% | −24−0.7% | Reduced |
| Guild Investment Management, Inc. | 3,468 | $1.86M | 3.12% | +414+13.6% | Added |
| Capital Advisory Group Advisory Services, LLC | 3,477 | $1.87M | 1.06% | +3,477 | New |
| Blodgett Wealth Advisors, LLC | 3,479 | $1.87M | 2.06% | −105−2.9% | Reduced |
| Mount Yale Investment Advisors, LLC | 3,481 | $1.87M | 0.20% | −165−4.5% | Reduced |
| Wealth Dimensions Group, Ltd. | 3,494 | $1.88M | 0.68% | −18−0.5% | Reduced |
| Boston Trust Walden Corp | 3,496 | $1.88M | 0.02% | −150−4.1% | Reduced |
| Hanson & Doremus Investment Management | 3,499 | $1.88M | 0.39% | 00.0% | Unchanged |
| Rehmann Capital Advisory Group | 3,506 | $1.88M | 0.18% | −134−3.7% | Reduced |
| Atlantic Trust, LLC | 3,507 | $1.88M | 0.62% | 00.0% | Unchanged |
| Golden Green, Inc. | 3,510 | $1.89M | 1.97% | +8+0.2% | Added |
| Farmers & Merchants Trust Co of Long Beach | 3,514 | $1.89M | 0.56% | +170+5.1% | Added |
| Bangor Savings Bank | 3,520 | $1.89M | 0.23% | −19−0.5% | Reduced |
| InTrack Investment Management Inc | 3,520 | $1.89M | 1.66% | −1,950−35.6% | Reduced |
| Kercheville Advisors, LLC | 3,522 | $1.89M | 1.20% | +3,522 | New |
| KG&L Capital Management,LLC | 3,539 | $1.90M | 0.92% | −1,905−35.0% | Reduced |
| Burns J W & Co Inc | 3,576 | $1.92M | 0.31% | 00.0% | Unchanged |
| Private Wealth Partners, LLC | 3,585 | $1.93M | 0.18% | +1,140+46.6% | Added |
| City State Bank | 3,593 | $1.93M | 1.06% | −175−4.6% | Reduced |
| Q3 Asset Management | 3,589 | $1.93M | 0.77% | +3,589 | New |
| Country Club Bank | 3,555 | $1.94M | 0.16% | 00.0% | Unchanged |
| Parcion Private Wealth LLC | 3,604 | $1.94M | 0.20% | +74+2.1% | Added |
| Everhart Financial Group, Inc. | 3,607 | $1.94M | 0.82% | +240+7.1% | Added |
| Linscomb & Williams, Inc. | 3,611 | $1.94M | 0.11% | −38−1.0% | Reduced |
| Vaughan David Investments LLC | 3,625 | $1.95M | 0.06% | +20+0.6% | Added |
| Evermay Wealth Management LLC | 3,627 | $1.95M | 0.40% | +73+2.1% | Added |
| Westwood Holdings Group Inc. | 3,643 | $1.96M | 0.02% | −266−6.8% | Reduced |
| Pennsylvania Capital Management Inc | 3,652 | $1.96M | 0.81% | +19+0.5% | Added |
| Aureus Asset Management, LLC | 3,654 | $1.96M | 0.16% | +105+3.0% | Added |
| Congress Park Capital LLC | 3,662 | $1.97M | 1.13% | +606+19.8% | Added |
| First National Bank & Trust Co of Newtown | 3,734 | $2.01M | 0.46% | −750−16.7% | Reduced |
| Pinnacle Wealth Management Advisory Group, LLC | 3,740 | $2.01M | 0.26% | +4+0.1% | Added |
| Keudell/Morrison Wealth Management | 3,744 | $2.01M | 0.61% | +81+2.2% | Added |
| VeraBank, N.A. | 3,747 | $2.01M | 0.77% | +70+1.9% | Added |
| Johnson Financial Group, Inc. | 3,747 | $2.01M | 0.14% | +26+0.7% | Added |
| Bellecapital International Ltd. | 3,748 | $2.01M | 0.50% | −906−19.5% | Reduced |
| BlueCrest Capital Management Ltd | 3,749 | $2.01M | 0.31% | +1,482+65.4% | Added |
| Centerpoint Advisors, LLC | 3,768 | $2.02M | 0.86% | −453−10.7% | Reduced |
| Millennium Capital Advisors, LLC | 3,768 | $2.02M | 1.73% | −43−1.1% | Reduced |
| Ti-Trust, Inc | 3,791 | $2.04M | 1.94% | +31+0.8% | Added |
| Harvest Investment Services, LLC | 3,815 | $2.05M | 1.32% | +3,815 | New |
| Brooks, Moore & Associates, Inc. | 3,822 | $2.05M | 1.55% | −748−16.4% | Reduced |
| Wealth Management Associates, Inc. | 3,825 | $2.05M | 1.20% | +19+0.5% | Added |
| Aspen Grove Capital, LLC | 3,832 | $2.06M | 0.76% | +2,267+144.9% | Added |
| Sippican Capital Advisors | 3,836 | $2.06M | 1.89% | −285−6.9% | Reduced |
| Capitol Family Office, Inc. | 3,838 | $2.06M | 3.88% | +3,838 | New |
| Fishman Jay A Ltd | 3,841 | $2.06M | 0.26% | 00.0% | Unchanged |
| Planned Solutions, Inc. | 3,843 | $2.06M | 1.24% | 00.0% | Unchanged |
| United Bank | 3,856 | $2.07M | 1.24% | −60−1.5% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 3,857 | $2.07M | 0.34% | +23+0.6% | Added |
| Kenfarb & Co. | 3,860 | $2.07M | 1.90% | −410−9.6% | Reduced |
| Kovack Advisors, Inc. | 3,879 | $2.08M | 0.29% | +511+15.2% | Added |
| Cavalier Investments, LLC | 3,881 | $2.08M | 0.82% | +1,568+67.8% | Added |
| Archer Investment Corp | 3,882 | $2.08M | 0.73% | +12+0.3% | Added |
| Avantax Planning Partners, Inc. | 3,883 | $2.09M | 0.09% | +1,261+48.1% | Added |
| Geller Advisors LLC | 3,903 | $2.10M | 0.24% | +668+20.6% | Added |
| Bourne Lent Asset Management Inc | 3,906 | $2.10M | 0.92% | −20−0.5% | Reduced |
| Marietta Investment Partners LLC | 3,910 | $2.10M | 0.59% | 00.0% | Unchanged |
| Worth Asset Management, LLC | 3,914 | $2.10M | 1.70% | +3,559+1,002.5% | Added |
| Accuvest Global Advisors | 3,916 | $2.10M | 1.15% | −484−11.0% | Reduced |
| Arkadios Wealth Advisors | 3,920 | $2.11M | 0.20% | +1,380+54.3% | Added |
| Coastal Investment Advisors, Inc. | 4,491 | $2.11M | 0.48% | −110−2.4% | Reduced |
| Grimes & Company, Inc. | 3,927 | $2.11M | 0.08% | +20+0.5% | Added |
| Shilanski & Associates, Inc. | 3,935 | $2.11M | 0.86% | −3−0.1% | Reduced |
| Hanlon Investment Management, Inc. | 3,948 | $2.12M | 0.64% | −736−15.7% | Reduced |
| First Heartland Consultants, Inc. | 3,950 | $2.12M | 0.27% | +59+1.5% | Added |
| BCS Wealth Management | 3,957 | $2.13M | 0.88% | +3,957 | New |
| Bouvel Investment Partners, LLC | 3,957 | $2.13M | 1.15% | +3,957 | New |
| Certified Advisory Corp | 37,194 | $2.13M | 0.39% | +33,435+889.5% | Added |
| CFM Wealth Partners LLC | 3,964 | $2.13M | 0.56% | +20+0.5% | Added |
| Deseret Mutual Benefit Administrators | 3,967 | $2.13M | 1.05% | −334−7.8% | Reduced |
| Beach Investment Counsel Inc | 3,970 | $2.13M | 0.27% | −200−4.8% | Reduced |
| Ledyard National Bank | 3,976 | $2.14M | 0.24% | +20+0.5% | Added |
| NewSquare Capital LLC | 3,990 | $2.14M | 0.23% | +3,749+1,555.6% | Added |
| John G Ullman & Associates Inc | 3,998 | $2.15M | 0.35% | +30+0.8% | Added |
| Pictet North America Advisors SA | 4,000 | $2.15M | 0.31% | 00.0% | Unchanged |
| Aries Wealth Management | 3,485 | $2.15M | 0.84% | −222−6.0% | Reduced |
| Cairn Investment Group, Inc. | 4,006 | $2.15M | 1.43% | +26+0.7% | Added |
| Dana Investment Advisors, Inc. | 4,019 | $2.16M | 0.11% | −454−10.1% | Reduced |
| High Note Wealth, LLC | 4,021 | $2.16M | 0.89% | +181+4.7% | Added |
| RDA Financial Network | 4,030 | $2.16M | 0.94% | −333−7.6% | Reduced |
| Berkshire Asset Management LLC | 4,051 | $2.18M | 0.14% | −8−0.2% | Reduced |
| TrimTabs Asset Management, LLC | 4,057 | $2.18M | 1.16% | −111−2.7% | Reduced |
| CRA Financial Services, LLC | 4,064 | $2.18M | 0.60% | −150−3.6% | Reduced |
| Range Financial Group LLC | 4,077 | $2.19M | 1.45% | +1,613+65.5% | Added |
| Argent Advisors, Inc. | 4,087 | $2.20M | 1.00% | +51+1.3% | Added |
| GHP Investment Advisors, Inc. | 3,624 | $2.21M | 0.13% | −1,062−22.7% | Reduced |
| Perpetual Ltd | 4,113 | $2.21M | 0.02% | +426+11.6% | Added |
| Legato Capital Management LLC | 4,119 | $2.21M | 0.32% | −2,402−36.8% | Reduced |