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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 $942.8B 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
2,979
+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
1,087 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.

Institutional holdersQ3 2023: 2,979 institutions
Q1 2021: 1,952 institutionsQ2 2021: 2,027 institutionsQ3 2021: 2,056 institutionsQ4 2021: 2,308 institutionsQ1 2022: 2,350 institutionsQ2 2022: 2,451 institutionsQ3 2022: 2,490 institutionsQ4 2022: 2,673 institutionsQ1 2023: 2,620 institutionsQ2 2023: 2,819 institutionsQ3 2023: 2,979 institutionsQ4 2023: 3,277 institutionsQ1 2024: 3,466 institutionsQ2 2024: 3,572 institutionsQ3 2024: 3,667 institutionsQ4 2024: 3,914 institutionsQ1 2025: 3,929 institutionsQ2 2025: 3,915 institutionsQ3 2025: 3,905 institutionsQ4 2025: 4,453 institutionsQ1 2026: 4,392 institutionsQ2 2026: 4,644 institutions
Value heldQ3 2023: $421.9B
Q1 2021: $148.0BQ2 2021: $182.0BQ3 2021: $183.1BQ4 2021: $218.0BQ1 2022: $225.8BQ2 2022: $255.6BQ3 2022: $256.1BQ4 2022: $288.4BQ1 2023: $269.7BQ2 2023: $366.7BQ3 2023: $421.9BQ4 2023: $457.2BQ1 2024: $607.2BQ2 2024: $707.0BQ3 2024: $687.4BQ4 2024: $602.9BQ1 2025: $688.4BQ2 2025: $610.1BQ3 2025: $583.5BQ4 2025: $843.2BQ1 2026: $712.9BQ2 2026: $942.8B
Institutions holding LLY and their total value by quarter
QuarterHoldersValue
Q2 20264,644$942.8B
Q1 20264,392$712.9B
Q4 20254,453$843.2B
Q3 20253,905$583.5B
Q2 20253,915$610.1B
Q1 20253,929$688.4B
Q4 20243,914$602.9B
Q3 20243,667$687.4B
Q2 20243,572$707.0B
Q1 20243,466$607.2B
Q4 20233,277$457.2B
Q3 20232,979$421.9B
Q2 20232,819$366.7B
Q1 20232,620$269.7B
Q4 20222,673$288.4B
Q3 20222,490$256.1B
Q2 20222,451$255.6B
Q1 20222,350$225.8B
Q4 20212,308$218.0B
Q3 20212,056$183.1B
Q2 20212,027$182.0B
Q1 20211,952$148.0B

Institutions, Q3 2023

Shares, value and share of portfolio for each institution holding Eli Lilly & Co; share changes are against Q2 2023.

Institutions holding LLY in Q3 2023
InstitutionSharesValue% of portfolioChange in sharesAction
Operose Advisors LLC423$227.2K0.09%00.0%Unchanged
CapWealth Advisors, LLC423$227.2K0.03%+423New
Pitti Group Wealth Management, LLC423$227.2K0.26%+423New
Montis Financial, LLC424$227.5K0.15%+424New
Brown Capital Management LLC424$227.7K0.00%−70−14.2%Reduced
Pacific Capital Wealth Advisors, Inc424$227.7K0.06%+424New
Parallax Volatility Advisers, L.P.425$228.3K0.01%+425New
Gallacher Capital Management LLC426$228.7K0.14%−4−0.9%Reduced
Invictus Private Wealth, LLC426$228.8K0.03%−18−4.1%Reduced
Shoker Investment Counsel, Inc.427$229.4K0.10%00.0%Unchanged
Norris Perne & French LLP427$229.5K0.02%+427New
Arvest Trust Co N A428$229.9K0.01%+428New
WorthPointe, LLC428$229.9K0.14%+428New
Rosenbaum Jay D.429$230.4K0.39%+429New
Chelsea Counsel Co430$231.0K0.12%00.0%Unchanged
Stuart Chaussee & Associates, Inc.430$231.0K0.08%00.0%Unchanged
Ellenbecker Investment Group431$231.0K0.06%+431New
Strengthening Families & Communities, LLC431$232.0K0.10%−63−12.8%Reduced
Scarborough Advisors, LLC433$232.5K0.06%+433New
Carlton Hofferkamp & Jenks Wealth Management, LLC397$232.8K0.11%−258−39.4%Reduced
Thrive Capital Management, LLC434$233.2K0.13%+434New
Ellsworth Advisors, LLC395$233.6K0.08%+395New
Independent Wealth Network Inc.435$233.7K0.14%−14−3.1%Reduced
Campbell & CO Investment Adviser LLC435$233.7K0.03%+435New
McDaniel Terry & Co436$234.0K0.02%00.0%Unchanged
Silvia McColl Wealth Management, LLC436$234.2K0.23%−22−4.8%Reduced
Clark Financial Services Group Inc436$234.2K0.32%00.0%Unchanged
Capstone Financial Advisors, Inc.436$234.4K0.02%−59−11.9%Reduced
Horst & Graben Wealth Management LLC437$235.0K0.06%−14−3.1%Reduced
Cedar Wealth Management, LLC439$235.8K0.09%−470−51.7%Reduced
Birch Hill Investment Advisors LLC439$235.8K0.01%00.0%Unchanged
Tufton Capital Management440$236.3K0.05%00.0%Unchanged
Stonebridge Financial Planning Group, LLC440$236.3K0.15%+440New
Hohimer Wealth Management, LLC441$236.9K0.07%−11−2.4%Reduced
Blue Bell Private Wealth Management, LLC441$236.9K0.06%00.0%Unchanged
Carolinas Wealth Consulting LLC41,250$237.3K0.06%−257−0.6%Reduced
OneAscent Wealth Management LLC444$238.0K0.10%+444New
Slagle Financial, LLC445$239.2K0.15%−52−10.5%Reduced
McCollum Christoferson Group LLC450$241.7K0.07%00.0%Unchanged
Prosperity Wealth Management, Inc.450$241.7K0.16%−7−1.5%Reduced
Delta Financial Advisors LLC450$241.7K0.11%00.0%Unchanged
SOL Capital Management CO450$242.0K0.04%00.0%Unchanged
Optimum Investment Advisors451$242.2K0.12%+1+0.2%Added
Strategic Financial Concepts, LLC451$242.3K0.08%−167−27.0%Reduced
Lion Street Advisors, LLC451$242.6K0.08%+451New
Altiora Financial Group, LLC454$243.9K0.11%+454New
Harrell Investment Partners, LLC454$244.2K0.08%+1+0.2%Added
Foster Victor Wealth Advisors, LLC434$245.1K0.03%+3+0.7%Added
Parker Investment Management, LLC456$245.2K0.05%00.0%Unchanged
Arlington Partners LLC457$245.5K0.10%−282−38.2%Reduced
Arlington Trust Co LLC457$245.5K0.10%+457New
M. Kulyk & Associates, LLC458$246.0K0.07%+7+1.6%Added
Augustine Asset Management Inc459$246.5K0.11%+459New
Maltin Wealth Management, Inc.459$246.7K0.17%00.0%Unchanged
Goodman Advisory Group, LLC460$247.1K0.09%00.0%Unchanged
Intellectus Partners, LLC463$248.7K0.08%+463New
Notis-McConarty Edward465$249.8K0.10%−10−2.1%Reduced
SNS Financial Group, LLC465$249.8K0.03%+465New
Highlander Capital Management, LLC467$251.0K0.10%+100+27.2%Added
Financial Advisors Network, Inc.469$251.7K0.06%+469New
Kingdom Financial Group LLC.469$251.9K0.24%−24−4.9%Reduced
Alpha Financial Partners, LLC469$252.0K0.29%−200−29.9%Reduced
Sompo Asset Management Co., Ltd.470$252.5K0.06%+470New
Hutchinson Capital Management471$253.0K0.06%−102−17.8%Reduced
Arrien Investments, Inc.471$253.0K0.24%−33−6.5%Reduced
Dillon & Associates Inc471$253.0K0.05%+20+4.4%Added
Dentgroup LLC471$253.2K0.19%+5+1.1%Added
Sovereign Financial Group, Inc.472$253.5K0.09%−311−39.7%Reduced
Atlas Private Wealth Management474$254.6K0.14%00.0%Unchanged
STAR Financial Bank474$254.6K0.26%+474New
Marks Group Wealth Management, Inc475$255.1K0.03%00.0%Unchanged
Rockingstone Advisors LLC475$255.2K0.14%+475New
Cohen & Steers, Inc.477$256.0K0.00%+477New
Cadent Capital Advisors, LLC477$256.1K0.12%+1+0.2%Added
Willow Creek Wealth Management Inc.477$256.2K0.04%−28−5.5%Reduced
Vertex Planning Partners, LLC477$256.2K0.09%−15−3.0%Reduced
WestHill Financial Advisors, Inc.478$256.7K0.07%−19−3.8%Reduced
Vantage Financial Partners, LLC478$256.8K0.10%+1+0.2%Added
Claret Asset Management Corp478$257.0K0.05%−16−3.2%Reduced
Pacific Sun Financial Corp480$257.8K0.18%+480New
Delap Wealth Advisory, LLC482$258.9K0.25%−9−1.8%Reduced
waypoint wealth counsel482$258.9K0.24%+3+0.6%Added
Lee Danner & Bass Inc483$259.0K0.02%00.0%Unchanged
Perkins Coie Trust Co484$260.0K0.07%+30+6.6%Added
Engrave Wealth Partners LLC484$260.0K0.08%00.0%Unchanged
Northwest Investment Counselors, LLC484$260.0K0.07%+450+1,323.5%Added
SPC Financial, Inc.485$260.3K0.03%+9+1.9%Added
Clifford Group, LLC485$260.5K0.28%00.0%Unchanged
Hilltop Partners LLC486$261.0K0.11%+15+3.2%Added
Curi Capital486$261.0K0.04%−133−21.5%Reduced
Hengehold Capital Management LLC486$261.1K0.03%00.0%Unchanged
O'Rourke & Company, Inc487$262.0K0.19%00.0%Unchanged
Providence Capital Advisors, LLC488$262.1K0.07%+5+1.0%Added
Waterloo Capital, L.P.488$262.3K0.08%−598−55.1%Reduced
Lakeshore Financial Planning, Inc.489$262.7K0.15%+489New
Northstar Advisory Group, LLC490$263.2K0.19%−453−48.0%Reduced
Register Financial Advisors LLC491$263.5K0.19%+4+0.8%Added
Bank of Nova Scotia Trust Co491$263.7K0.03%+16+3.4%Added
StrongBox Wealth, LLC491$263.7K0.17%+24+5.1%Added
Eagle Global Advisors LLC492$264.3K0.02%−10−2.0%Reduced