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 |
|---|---|---|---|---|---|
| Independence Bank of Kentucky | 4,125 | $2.22M | 0.94% | +70+1.7% | Added |
| Tilt Investment Management Holdings, PBC | 4,132 | $2.22M | 1.58% | 00.0% | Unchanged |
| Ballast, Inc. | 4,135 | $2.22M | 0.89% | −812−16.4% | Reduced |
| Csenge Advisory Group | 4,139 | $2.22M | 0.15% | +9+0.2% | Added |
| BCGM Wealth Management, LLC | 4,140 | $2.22M | 1.02% | +19+0.5% | Added |
| Pettinga Financial Advisors, LLC | 4,141 | $2.22M | 0.67% | 00.0% | Unchanged |
| Woodward Diversified Capital, LLC | 4,163 | $2.24M | 1.61% | +14+0.3% | Added |
| Sage Mountain Advisors LLC | 4,169 | $2.24M | 0.31% | +206+5.2% | Added |
| HT Partners LLC | 4,177 | $2.24M | 0.67% | +72+1.8% | Added |
| Baker Tilly Wealth Management, LLC | 4,179 | $2.24M | 0.37% | −102−2.4% | Reduced |
| Guardian Capital Advisors LP | 3,715 | $2.25M | 0.25% | −115−3.0% | Reduced |
| Gilman Hill Asset Management, LLC | 4,196 | $2.25M | 0.45% | −650−13.4% | Reduced |
| Murphy, Middleton, Hinkle & Parker, Inc. | 4,197 | $2.25M | 1.45% | +11+0.3% | Added |
| Comprehensive Financial Consultants Institutional, Inc. | 4,198 | $2.25M | 1.18% | −21−0.5% | Reduced |
| Philadelphia Trust Co | 4,230 | $2.27M | 0.23% | +5+0.1% | Added |
| Towerpoint Wealth, LLC | 4,237 | $2.28M | 1.35% | −20.0% | Reduced |
| Eqis Capital Management, Inc. | 4,248 | $2.28M | 0.28% | +837+24.5% | Added |
| Financial Security Advisor, Inc. | 4,256 | $2.29M | 1.05% | +4,256 | New |
| Blackhawk Capital Partners LLC. | 4,259 | $2.29M | 1.67% | 00.0% | Unchanged |
| Balyasny Asset Management LLC | 4,260 | $2.29M | 0.01% | +4,260 | New |
| Terra Nova Asset Management LLC | 4,895 | $2.30M | 2.09% | 00.0% | Unchanged |
| Catalyst Financial Partners LLC | 4,283 | $2.30M | 0.74% | +567+15.3% | Added |
| Trellis Advisors, LLC | 4,292 | $2.31M | 1.05% | −3−0.1% | Reduced |
| CMG Global Holdings, LLC | 4,292 | $2.31M | 1.97% | −15−0.3% | Reduced |
| Koshinski Asset Management, Inc. | 4,295 | $2.31M | 0.27% | +151+3.6% | Added |
| Consilium Wealth Advisory, LLC | 4,295 | $2.31M | 1.62% | +161+3.9% | Added |
| RF&L Wealth Management, LLC | 4,314 | $2.32M | 2.15% | −360−7.7% | Reduced |
| Clean Yield Group | 3,830 | $2.32M | 1.03% | −60−1.5% | Reduced |
| Lattice Capital Management, LLC | 4,318 | $2.32M | 2.81% | 00.0% | Unchanged |
| Hilltop Holdings Inc. | 4,321 | $2.32M | 0.29% | +277+6.8% | Added |
| Vise Technologies, Inc. | 4,330 | $2.33M | 0.57% | −249−5.4% | Reduced |
| B.O.S.S. Retirement Advisors, LLC | 4,334 | $2.33M | 0.50% | +93+2.2% | Added |
| NBC Securities, Inc. | 4,337 | $2.33M | 0.26% | +4,337 | New |
| Quent Capital, LLC | 4,349 | $2.34M | 0.36% | −74−1.7% | Reduced |
| Becker Capital Management Inc | 4,360 | $2.34M | 0.09% | −276−6.0% | Reduced |
| First Citizens Bank & Trust Co | 4,387 | $2.36M | 0.05% | −153−3.4% | Reduced |
| Thomasville National Bank | 4,395 | $2.36M | 0.23% | −230−5.0% | Reduced |
| True North Advisors, LLC | 4,405 | $2.37M | 0.73% | −1,081−19.7% | Reduced |
| Vectors Research Management, LLC | 4,415 | $2.37M | 0.77% | −25−0.6% | Reduced |
| Chesapeake Wealth Management | 4,417 | $2.37M | 0.99% | −283−6.0% | Reduced |
| Formidable Asset Management, LLC | 4,421 | $2.37M | 0.53% | −25−0.6% | Reduced |
| Boston Research & Management Inc | 4,433 | $2.38M | 0.70% | 00.0% | Unchanged |
| Forza Wealth Management, LLC | 4,450 | $2.39M | 1.23% | 00.0% | Unchanged |
| Valmark Advisers, Inc. | 4,474 | $2.40M | 0.05% | +4+0.1% | Added |
| Jacobs Levy Equity Management, Inc | 4,483 | $2.41M | 0.01% | +4,483 | New |
| HWG Holdings LP | 4,491 | $2.41M | 1.35% | +3,900+659.9% | Added |
| Pure Financial Advisors, Inc. | 4,502 | $2.42M | 0.10% | +734+19.5% | Added |
| HC Advisors, LLC | 4,504 | $2.42M | 1.44% | −100−2.2% | Reduced |
| Lakeview Capital Partners, LLC | 4,504 | $2.42M | 0.47% | +546+13.8% | Added |
| Woodmont Investment Counsel LLC | 4,524 | $2.43M | 0.26% | −92−2.0% | Reduced |
| Teza Capital Management LLC | 4,524 | $2.43M | 0.40% | +4,524 | New |
| Etesian Wealth Advisors, Inc. | 4,529 | $2.43M | 1.64% | −479−9.6% | Reduced |
| West Family Investments, Inc. | 4,542 | $2.44M | 0.85% | −106−2.3% | Reduced |
| Pinnacle West Asset Management, Inc. | 4,545 | $2.44M | 2.39% | +95+2.1% | Added |
| Dearborn Partners LLC | 4,546 | $2.44M | 0.10% | −134−2.9% | Reduced |
| Burton Enright Welch | 4,554 | $2.45M | 0.75% | −630−12.2% | Reduced |
| Chapin Davis, Inc. | 4,562 | $2.45M | 1.17% | +2,676+141.9% | Added |
| Archford Capital Strategies, LLC | 4,564 | $2.45M | 0.49% | +36+0.8% | Added |
| Tradewinds, LLC. | 4,579 | $2.46M | 1.44% | −10−0.2% | Reduced |
| Engineers Gate Manager LP | 4,603 | $2.47M | 0.09% | +4,603 | New |
| First Foundation Advisors | 4,615 | $2.48M | 0.12% | +262+6.0% | Added |
| Cassaday & Co Wealth Management LLC | 4,618 | $2.48M | 0.10% | +18+0.4% | Added |
| Sentry Investment Management LLC | 4,630 | $2.49M | 1.19% | −649−12.3% | Reduced |
| Carr Financial Group Corp | 4,386 | $2.49M | 0.99% | −84−1.9% | Reduced |
| Ropes Wealth Advisors LLC | 4,645 | $2.49M | 0.48% | −736−13.7% | Reduced |
| American Money Management, LLC | 4,646 | $2.50M | 0.64% | −6−0.1% | Reduced |
| Arden Trust Co | 4,653 | $2.50M | 0.42% | +35+0.8% | Added |
| Miracle Mile Advisors, LLC | 4,654 | $2.50M | 0.08% | +27+0.6% | Added |
| Triangle Securities Wealth Management | 4,678 | $2.51M | 0.89% | −93−1.9% | Reduced |
| Fidelis Capital Partners, LLC | 4,700 | $2.52M | 0.86% | +367+8.5% | Added |
| Northern Oak Wealth Management Inc | 4,704 | $2.53M | 0.31% | +150+3.3% | Added |
| New England Asset Management Inc | 4,710 | $2.53M | 0.42% | −6,650−58.5% | Reduced |
| Sweet Financial Partners, LLC | 4,712 | $2.53M | 0.67% | −126−2.6% | Reduced |
| Capital Investment Advisory Services, LLC | 4,713 | $2.53M | 0.25% | +436+10.2% | Added |
| Adirondack Trust Co | 4,714 | $2.53M | 1.26% | −77−1.6% | Reduced |
| Proequities, Inc. | 4,737 | $2.54M | 0.20% | +339+7.7% | Added |
| Arete Wealth Advisors, LLC | 4,741 | $2.55M | 0.44% | −354−6.9% | Reduced |
| Lokken Investment Group LLC | 4,760 | $2.56M | 1.68% | −4−0.1% | Reduced |
| Wallington Asset Management, LLC | 4,779 | $2.57M | 0.47% | +30+0.6% | Added |
| First Financial Corp | 4,780 | $2.57M | 1.51% | −59−1.2% | Reduced |
| KRS Capital Management, LLC | 4,788 | $2.57M | 2.74% | +57+1.2% | Added |
| Wisconsin Capital Management LLC | 4,789 | $2.57M | 1.70% | +4,789 | New |
| Graham Capital Management, L.P. | 4,827 | $2.59M | 0.08% | +4,827 | New |
| Somerville Kurt F | 4,841 | $2.60M | 0.52% | −175−3.5% | Reduced |
| Invst, LLC | 4,844 | $2.60M | 0.38% | +6+0.1% | Added |
| Mechanics Bank Trust Department | 4,845 | $2.60M | 0.43% | −460−8.7% | Reduced |
| Fukoku Mutual Life Insurance Co | 4,846 | $2.60M | 0.24% | +346+7.7% | Added |
| Legacy Wealth Asset Management, LLC | 4,851 | $2.61M | 0.96% | −324−6.3% | Reduced |
| WNY Asset Management, LLC | 4,859 | $2.61M | 0.51% | −5−0.1% | Reduced |
| High Net Worth Advisory Group LLC | 4,861 | $2.61M | 1.05% | −298−5.8% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 4,863 | $2.61M | 0.18% | −307−5.9% | Reduced |
| Wealthsource Partners, LLC | 4,864 | $2.61M | 0.18% | −167−3.3% | Reduced |
| Guardian Wealth Advisors, LLC | 4,867 | $2.61M | 0.44% | +410+9.2% | Added |
| Resonant Capital Advisors, LLC | 4,868 | $2.61M | 0.28% | −102−2.1% | Reduced |
| Kathmere Capital Management, LLC | 4,869 | $2.62M | 0.39% | +746+18.1% | Added |
| Stokes Family Office, LLC | 4,875 | $2.62M | 0.31% | +245+5.3% | Added |
| Nomura Holdings Inc | 4,875 | $2.62M | 0.03% | −10,012−67.3% | Reduced |
| Northeast Financial Consultants Inc | 4,876 | $2.62M | 0.16% | +365+8.1% | Added |
| Ipswich Investment Management Co., Inc. | 4,877 | $2.62M | 0.72% | −365−7.0% | Reduced |
| Stratos Wealth Advisors, LLC | 4,899 | $2.63M | 0.17% | −256−5.0% | Reduced |