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 |
|---|---|---|---|---|---|
| Suncoast Equity Management | 4,912 | $2.64M | 0.40% | −494−9.1% | Reduced |
| Simplify Asset Management Inc. | 4,915 | $2.64M | 0.44% | −1,274−20.6% | Reduced |
| Capital Square, LLC | 4,387 | $2.66M | 3.59% | −4−0.1% | Reduced |
| Joel Isaacson & Co., LLC | 4,973 | $2.67M | 0.18% | +127+2.6% | Added |
| PDS Planning, Inc | 4,975 | $2.67M | 0.35% | +83+1.7% | Added |
| Eagle Rock Investment Company, LLC | 4,987 | $2.68M | 0.61% | −440−8.1% | Reduced |
| StrategIQ Financial Group, LLC | 4,992 | $2.68M | 0.31% | −83−1.6% | Reduced |
| Banco de Sabadell, S.A | 4,983 | $2.68M | 2.33% | −382−7.1% | Reduced |
| Belpointe Asset Management LLC | 4,998 | $2.69M | 0.28% | −377−7.0% | Reduced |
| Segantii Capital Management Ltd | 5,000 | $2.69M | 0.10% | +5,000 | New |
| Sentry LLC | 5,005 | $2.69M | 0.57% | 00.0% | Unchanged |
| Community Bank, N.A. | 5,021 | $2.70M | 0.38% | −104−2.0% | Reduced |
| Gsa Capital Partners LLP | 5,044 | $2.71M | 0.23% | +3,351+197.9% | Added |
| Silvercrest Asset Management Group LLC | 5,060 | $2.72M | 0.02% | +26+0.5% | Added |
| Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD | 4,967 | $2.72M | 0.58% | 00.0% | Unchanged |
| Heartland Bank & Trust Co | 5,098 | $2.74M | 2.16% | −419−7.6% | Reduced |
| Probity Advisors, Inc. | 5,101 | $2.74M | 0.63% | −149−2.8% | Reduced |
| Peddock Capital Advisors, LLC | 5,107 | $2.74M | 0.91% | +10+0.2% | Added |
| Schulhoff & Co Inc | 5,110 | $2.74M | 1.39% | −65−1.3% | Reduced |
| Fort Sheridan Advisors LLC | 5,111 | $2.75M | 0.62% | −80−1.5% | Reduced |
| United Asset Strategies, Inc. | 5,114 | $2.75M | 0.36% | −500−8.9% | Reduced |
| Cape Cod Five Cents Savings Bank | 5,126 | $2.75M | 0.15% | +2,583+101.6% | Added |
| Market Street Wealth Management Advisors LLC | 5,129 | $2.75M | 0.70% | −497−8.8% | Reduced |
| 9258 Wealth Management, LLC | 5,132 | $2.76M | 0.54% | −180−3.4% | Reduced |
| PEAK6 Investments LLC | 5,133 | $2.76M | 0.13% | −4,538−46.9% | Reduced |
| Wolf Group Capital Advisors | 5,167 | $2.78M | 1.31% | −278−5.1% | Reduced |
| Meritage Portfolio Management | 5,169 | $2.78M | 0.20% | +69+1.4% | Added |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 5,170 | $2.78M | 0.11% | +1,193+30.0% | Added |
| NorthRock Partners, LLC | 5,174 | $2.78M | 0.29% | +1,119+27.6% | Added |
| Horizon Kinetics Asset Management LLC | 5,177 | $2.78M | 0.06% | −260−4.8% | Reduced |
| VGI Partners Ltd | 5,200 | $2.79M | 0.62% | −5,700−52.3% | Reduced |
| Graphene Investments SAS | 5,200 | $2.79M | 1.96% | −1,800−25.7% | Reduced |
| JT Stratford LLC | 5,202 | $2.79M | 0.72% | −479−8.4% | Reduced |
| Patton Fund Management, Inc. | 5,212 | $2.80M | 0.76% | −3,605−40.9% | Reduced |
| Ifrah Financial Services, Inc. | 5,212 | $2.80M | 0.87% | −112−2.1% | Reduced |
| Moloney Securities Asset Management, LLC | 5,233 | $2.81M | 0.51% | −38−0.7% | Reduced |
| Humankind Investments LLC | 5,241 | $2.82M | 1.17% | −1,252−19.3% | Reduced |
| Magnus Financial Group LLC | 5,255 | $2.82M | 0.41% | +52+1.0% | Added |
| Flagship Harbor Advisors, LLC | 5,263 | $2.83M | 0.24% | −13−0.2% | Reduced |
| Folger Nolan Fleming Douglas Capital Management, Inc | 5,266 | $2.83M | 0.33% | −50−0.9% | Reduced |
| Pinnacle Bancorp, Inc. | 5,278 | $2.83M | 1.01% | −1,551−22.7% | Reduced |
| Wealthquest Corp | 5,284 | $2.84M | 0.35% | +426+8.8% | Added |
| Fundamentun, LLC | 5,284 | $2.84M | 0.42% | +1,665+46.0% | Added |
| Focus Financial Network, Inc. | 5,285 | $2.84M | 0.16% | +178+3.5% | Added |
| Allworth Financial LP | 5,288 | $2.84M | 0.02% | +672+14.6% | Added |
| Farther Finance Advisors, LLC | 5,294 | $2.84M | 0.45% | +1,743+49.1% | Added |
| Tiedemann Advisors, LLC | 5,308 | $2.85M | 0.12% | +4,739+832.9% | Added |
| Legacy Bridge, LLC | 5,313 | $2.85M | 2.03% | 00.0% | Unchanged |
| Advisors Capital Management, LLC | 5,312 | $2.85M | 0.07% | +235+4.6% | Added |
| Boston Financial Mangement LLC | 5,318 | $2.86M | 0.11% | −35−0.7% | Reduced |
| Howland Capital Management LLC | 5,330 | $2.86M | 0.17% | −495−8.5% | Reduced |
| Ironwood Financial, llc | 5,330 | $2.86M | 0.77% | 00.0% | Unchanged |
| Clifford Swan Investment Counsel LLC | 5,332 | $2.86M | 0.12% | +18+0.3% | Added |
| AlphaStar Capital Management, LLC | 5,347 | $2.87M | 0.36% | −4,436−45.3% | Reduced |
| Courier Capital LLC | 5,353 | $2.88M | 0.24% | −82−1.5% | Reduced |
| Marshall Financial Group LLC | 5,375 | $2.89M | 1.04% | −158−2.9% | Reduced |
| Invesco, LLC | 5,377 | $2.89M | 1.45% | +421+8.5% | Added |
| First Citizens Financial Corp | 5,379 | $2.89M | 2.04% | −238−4.2% | Reduced |
| Valley National Advisers Inc | 5,399 | $2.90M | 0.51% | −7−0.1% | Reduced |
| Financial Advisory Service, Inc. | 5,408 | $2.90M | 0.31% | +140+2.7% | Added |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 5,414 | $2.91M | 0.70% | −343−6.0% | Reduced |
| Hoylecohen, LLC | 5,418 | $2.91M | 0.27% | −77−1.4% | Reduced |
| Appleton Partners Inc | 5,474 | $2.94M | 0.26% | −522−8.7% | Reduced |
| Hudson Canyon Capital Management | 5,475 | $2.94M | 2.41% | −517−8.6% | Reduced |
| Van Strum & Towne Inc. | 5,475 | $2.94M | 1.24% | 00.0% | Unchanged |
| Wexford Capital LP | 5,476 | $2.94M | 0.67% | +5,476 | New |
| Texas Yale Capital Corp. | 5,490 | $2.95M | 0.13% | −3,008−35.4% | Reduced |
| Erste Asset Management GmbH | 5,427 | $2.95M | 0.05% | +1,079+24.8% | Added |
| Close Asset Management Ltd | 5,502 | $2.96M | 0.15% | +1,099+25.0% | Added |
| Punch & Associates Investment Management, Inc. | 5,513 | $2.96M | 0.19% | 00.0% | Unchanged |
| Welch Group, LLC | 5,517 | $2.96M | 0.18% | +48+0.9% | Added |
| Lumbard & Kellner, LLC | 5,519 | $2.96M | 1.97% | 00.0% | Unchanged |
| Decatur Capital Management, Inc. | 5,530 | $2.97M | 2.14% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 5,548 | $2.98M | 0.11% | +1,068+23.8% | Added |
| Sabal Trust CO | 5,549 | $2.98M | 0.20% | 00.0% | Unchanged |
| Leavell Investment Management, Inc. | 5,550 | $2.98M | 0.21% | +802+16.9% | Added |
| Lindbrook Capital, LLC | 5,573 | $2.99M | 0.33% | +310+5.9% | Added |
| Alpha DNA Investment Management LLC | 5,577 | $3.00M | 1.93% | −568−9.2% | Reduced |
| InterOcean Capital Group, LLC | 5,587 | $3.00M | 0.09% | +18+0.3% | Added |
| David R. Rahn & Associates Inc. | 5,600 | $3.01M | 1.53% | 00.0% | Unchanged |
| Winton Group Ltd | 5,604 | $3.01M | 0.25% | −3,545−38.7% | Reduced |
| Nations Financial Group Inc, | 5,604 | $3.01M | 0.30% | +3,931+235.0% | Added |
| Grove Bank & Trust | 5,636 | $3.03M | 0.62% | +511+10.0% | Added |
| Aquatic Capital Management LLC | 5,640 | $3.03M | 0.13% | +5,640 | New |
| Parthenon LLC | 5,667 | $3.04M | 0.46% | 00.0% | Unchanged |
| Guardian Wealth Management, Inc. | 5,680 | $3.05M | 2.86% | +774+15.8% | Added |
| Oak Harvest Investment Services | 5,686 | $3.05M | 0.65% | −1,081−16.0% | Reduced |
| Consolidated Portfolio Review Corp | 5,692 | $3.06M | 0.74% | −18−0.3% | Reduced |
| Telos Capital Management, Inc. | 5,701 | $3.06M | 0.43% | 00.0% | Unchanged |
| NVWM, LLC | 5,727 | $3.08M | 1.01% | −220−3.7% | Reduced |
| Arrow Financial Corp | 5,749 | $3.09M | 0.36% | +2,405+71.9% | Added |
| V-Square Quantitative Management LLC | 5,760 | $3.09M | 1.36% | +837+17.0% | Added |
| Hurlow Wealth Management Group, Inc. | 5,766 | $3.10M | 1.35% | −20−0.3% | Reduced |
| Wealthcare Advisory Partners LLC | 5,775 | $3.10M | 0.14% | +154+2.7% | Added |
| CoreCap Advisors, LLC | 5,776 | $3.10M | 0.22% | +2,705+88.1% | Added |
| Sym Financial Corp | 5,777 | $3.10M | 0.55% | +175+3.1% | Added |
| Kirr Marbach & Co LLC | 5,782 | $3.11M | 0.88% | +88+1.5% | Added |
| Bard Financial Services, Inc. | 5,800 | $3.12M | 0.39% | +50+0.9% | Added |
| Principle Wealth Partners LLC | 5,802 | $3.12M | 0.31% | +161+2.9% | Added |
| Penobscot Investment Management Company, Inc. | 5,828 | $3.13M | 0.43% | +3,143+117.1% | Added |