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 |
|---|---|---|---|---|---|
| First National Advisers, LLC | 5,857 | $3.15M | 1.40% | +1,509+34.7% | Added |
| Carl P. Sherr & Co., LLC | 5,873 | $3.15M | 2.14% | −20−0.3% | Reduced |
| Schnieders Capital Management LLC | 5,882 | $3.16M | 0.71% | +2,698+84.7% | Added |
| Global Wealth Management Investment Advisory, Inc. | 5,888 | $3.16M | 0.89% | −739−11.2% | Reduced |
| Ayrshire Capital Management LLC | 5,936 | $3.19M | 2.06% | +5,936 | New |
| Hamilton Point Investment Advisors, LLC | 5,946 | $3.19M | 0.79% | +10.0% | Added |
| Wealthspire Advisors, LLC | 5,953 | $3.20M | 0.05% | +2,319+63.8% | Added |
| EPG Wealth Management LLC | 5,970 | $3.21M | 0.97% | −184−3.0% | Reduced |
| Owen LaRue, LLC | 5,987 | $3.22M | 3.54% | +2,148+56.0% | Added |
| Oxler Private Wealth LLC | 5,986 | $3.22M | 1.62% | −42−0.7% | Reduced |
| Parametrica Management Ltd | 5,993 | $3.22M | 5.42% | −1,782−22.9% | Reduced |
| StoneX Group Inc. | 6,008 | $3.23M | 0.35% | +66+1.1% | Added |
| Householder Group Estate & Retirement Specialist, LLC | 6,010 | $3.23M | 1.16% | +6,010 | New |
| Aaron Wealth Advisors | 6,012 | $3.23M | 0.42% | +685+12.9% | Added |
| RFG Advisory, LLC | 6,016 | $3.23M | 0.14% | +1,436+31.4% | Added |
| Mach-1 Financial Group, Inc. | 6,019 | $3.23M | 1.36% | −172−2.8% | Reduced |
| Penserra Capital Management LLC | 6,056 | $3.25M | 0.07% | +940+18.4% | Added |
| Romano Brothers and Company | 6,053 | $3.25M | 0.51% | +112+1.9% | Added |
| Freedom Day Solutions, LLC | 6,079 | $3.26M | 1.43% | −574−8.6% | Reduced |
| Northwest Bancshares, Inc. | 6,081 | $3.27M | 0.63% | +268+4.6% | Added |
| Pearl River Capital, LLC | 6,094 | $3.27M | 0.51% | +6,094 | New |
| Allen Mooney & Barnes Investment Advisors LLC | 6,109 | $3.28M | 0.70% | +20.0% | Added |
| Qsemble Capital Management, LP | 6,125 | $3.29M | 0.61% | +6,125 | New |
| Massmutual Trust Co FSB | 6,133 | $3.29M | 0.12% | −739−10.8% | Reduced |
| Affinity Capital Advisors, LLC | 6,144 | $3.30M | 0.91% | +28+0.5% | Added |
| Chicago Trust Co NA | 6,147 | $3.30M | 0.83% | +71+1.2% | Added |
| Fifth Third Wealth Advisors LLC | 6,195 | $3.33M | 1.34% | +3,295+113.6% | Added |
| Capstone Investment Advisors, LLC | 6,200 | $3.33M | 0.09% | +6,200 | New |
| Capital Asset Advisory Services LLC | 5,517 | $3.34M | 0.23% | +267+5.1% | Added |
| ZWJ Investment Counsel Inc | 6,220 | $3.34M | 0.19% | +162+2.7% | Added |
| Beaumont Financial Advisors, LLC | 6,227 | $3.34M | 0.33% | −69−1.1% | Reduced |
| XTX Topco Ltd | 6,231 | $3.35M | 0.57% | +6,231 | New |
| Wellington Shields Capital Management, LLC | 6,244 | $3.35M | 0.44% | −100−1.6% | Reduced |
| Strategy Asset Managers LLC | 6,246 | $3.35M | 0.88% | −592−8.7% | Reduced |
| NorthCrest Asset Manangement, LLC | 6,247 | $3.36M | 0.14% | +233+3.9% | Added |
| Draper Asset Management, LLC | 6,253 | $3.36M | 3.57% | +145+2.4% | Added |
| Boston Family Office LLC | 6,254 | $3.36M | 0.28% | −948−13.2% | Reduced |
| Harbour Investments, Inc. | 6,276 | $3.37M | 0.17% | −550−8.1% | Reduced |
| LJI Wealth Management, LLC | 6,278 | $3.37M | 0.97% | −139,269−95.7% | Reduced |
| Haverford Trust Co | 6,279 | $3.37M | 0.04% | −166−2.6% | Reduced |
| MidWestOne Financial Group, Inc. | 6,305 | $3.39M | 0.77% | 00.0% | Unchanged |
| Alphadyne Asset Management LP | 6,342 | $3.41M | 1.64% | +5,322+521.8% | Added |
| Phoenix Holdings Ltd. | 6,350 | $3.42M | 0.06% | +1,083+20.6% | Added |
| Redwood Investment Management, LLC | 6,364 | $3.42M | 0.30% | +3,898+158.1% | Added |
| RSM US Wealth Management LLC | 6,386 | $3.43M | 0.12% | −48−0.7% | Reduced |
| Prelude Capital Management, LLC | 6,388 | $3.43M | 0.31% | −940−12.8% | Reduced |
| Jackson Wealth Management, LLC | 6,399 | $3.44M | 0.49% | +47+0.7% | Added |
| Highview Capital Management LLC | 6,399 | $3.44M | 1.97% | −69−1.1% | Reduced |
| Norway Savings Bank | 6,404 | $3.44M | 1.70% | +6,404 | New |
| Armstrong Advisory Group, Inc | 6,417 | $3.45M | 0.38% | −36−0.6% | Reduced |
| Proficio Capital Partners LLC | 6,437 | $3.46M | 0.46% | +172+2.7% | Added |
| Marble Harbor Investment Counsel, LLC | 6,452 | $3.47M | 0.45% | −338−5.0% | Reduced |
| First Business Financial Services, Inc. | 6,467 | $3.47M | 0.44% | +451+7.5% | Added |
| Allen Investment Management LLC | 6,488 | $3.48M | 0.05% | +110+1.7% | Added |
| Graypoint LLC | 6,488 | $3.49M | 0.33% | +723+12.5% | Added |
| PKO Investment Management Joint-Stock Co | 6,500 | $3.49M | 0.47% | 00.0% | Unchanged |
| Van Leeuwen & Company, LLC | 6,528 | $3.51M | 2.18% | −1,422−17.9% | Reduced |
| Carret Asset Management, LLC | 6,557 | $3.52M | 0.49% | −600−8.4% | Reduced |
| Jeppson Wealth Management, LLC | 6,561 | $3.52M | 1.62% | −862−11.6% | Reduced |
| Bank Hapoalim BM | 6,577 | $3.53M | 0.57% | −1,232−15.8% | Reduced |
| IAM Advisory, LLC | 6,607 | $3.55M | 1.24% | −300−4.3% | Reduced |
| Handelsinvest Investeringsforvaltning | 6,625 | $3.56M | 1.24% | −1,078−14.0% | Reduced |
| Investment Partners, Ltd. | 6,628 | $3.56M | 1.87% | −542−7.6% | Reduced |
| Waddell & Associates, LLC | 6,631 | $3.56M | 0.52% | −25−0.4% | Reduced |
| Cabot Wealth Management Inc | 6,633 | $3.56M | 0.55% | +4,708+244.6% | Added |
| Financial Advocates Investment Management | 6,640 | $3.57M | 0.26% | +1,401+26.7% | Added |
| DFPG Investments, LLC | 6,033 | $3.57M | 0.33% | +202+3.5% | Added |
| Venture Visionary Partners LLC | 6,663 | $3.58M | 0.22% | +235+3.7% | Added |
| Carnegie Capital Asset Management, LLC | 6,675 | $3.59M | 0.14% | −309−4.4% | Reduced |
| Vision Capital Management, Inc. | 6,684 | $3.59M | 0.66% | −278−4.0% | Reduced |
| KLCM Advisors, Inc. | 6,686 | $3.59M | 0.68% | +148+2.3% | Added |
| Sawyer & Company, Inc | 6,710 | $3.60M | 1.68% | +25+0.4% | Added |
| Cyndeo Wealth Partners, LLC | 6,712 | $3.61M | 0.38% | −443−6.2% | Reduced |
| GTS Securities LLC | 6,719 | $3.61M | 0.08% | +6,719 | New |
| Institute for Wealth Management, LLC. | 6,765 | $3.63M | 0.66% | +76+1.1% | Added |
| Lowe Brockenbrough & Co Inc | 6,786 | $3.64M | 0.28% | −250−3.6% | Reduced |
| MRP Capital Investments, LLC | 6,581 | $3.65M | 4.05% | +3,003+83.9% | Added |
| Level Four Advisory Services, LLC | 6,803 | $3.65M | 0.24% | −1,098−13.9% | Reduced |
| Pioneer Trust Bank N A | 6,820 | $3.66M | 1.21% | +4,040+145.3% | Added |
| Delta Financial Group, Inc. | 6,821 | $3.66M | 1.27% | +6,821 | New |
| Pine Valley Investments Ltd Liability Co | 6,835 | $3.67M | 0.35% | +1,910+38.8% | Added |
| Aft, Forsyth & Company, Inc. | 6,865 | $3.69M | 2.71% | +190+2.8% | Added |
| Bank of Hawaii | 6,867 | $3.69M | 0.21% | −236−3.3% | Reduced |
| Cutter & CO Brokerage, Inc. | 6,906 | $3.71M | 1.08% | −7−0.1% | Reduced |
| Savoie Capital LLC | 6,916 | $3.71M | 0.97% | +6,916 | New |
| Ancora Advisors, LLC | 6,935 | $3.73M | 0.10% | +198+2.9% | Added |
| Wealth Alliance | 6,936 | $3.73M | 0.59% | −92−1.3% | Reduced |
| Alley Investment Management Company, LLC | 6,959 | $3.74M | 0.63% | +6,959 | New |
| Cladis Investment Advisory, LLC | 6,961 | $3.74M | 3.27% | +44+0.6% | Added |
| Redhawk Wealth Advisors, Inc. | 6,986 | $3.75M | 1.25% | +65+0.9% | Added |
| Schechter Investment Advisors, LLC | 6,997 | $3.76M | 0.36% | +574+8.9% | Added |
| BOS Asset Management, LLC | 7,001 | $3.76M | 2.76% | −353−4.8% | Reduced |
| Tower Bridge Advisors | 7,040 | $3.78M | 0.35% | −10.0% | Reduced |
| Summit Trail Advisors, LLC | 7,051 | $3.79M | 0.14% | +416+6.3% | Added |
| Field & Main Bank | 7,054 | $3.79M | 1.77% | +4,905+228.2% | Added |
| Jones Financial Companies LLLP | 7,057 | $3.79M | 0.01% | −875−11.0% | Reduced |
| Brandywine Oak Private Wealth LLC | 7,120 | $3.82M | 0.45% | +38+0.5% | Added |
| Keebeck Wealth Management, LLC | 7,159 | $3.85M | 0.67% | −3,098−30.2% | Reduced |
| Canandaigua National Bank & Trust Co | 7,161 | $3.85M | 0.62% | +765+12.0% | Added |
| Meridian Wealth Advisors, LLC | 7,167 | $3.85M | 0.96% | −46−0.6% | Reduced |