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.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 4,644 | $942.8B |
| Q1 2026 | 4,392 | $712.9B |
| Q4 2025 | 4,453 | $843.2B |
| Q3 2025 | 3,905 | $583.5B |
| Q2 2025 | 3,915 | $610.1B |
| Q1 2025 | 3,929 | $688.4B |
| Q4 2024 | 3,914 | $602.9B |
| Q3 2024 | 3,667 | $687.4B |
| Q2 2024 | 3,572 | $707.0B |
| Q1 2024 | 3,466 | $607.2B |
| Q4 2023 | 3,277 | $457.2B |
| Q3 2023 | 2,979 | $421.9B |
| Q2 2023 | 2,819 | $366.7B |
| Q1 2023 | 2,620 | $269.7B |
| Q4 2022 | 2,673 | $288.4B |
| Q3 2022 | 2,490 | $256.1B |
| Q2 2022 | 2,451 | $255.6B |
| Q1 2022 | 2,350 | $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 |
|---|---|---|---|---|---|
| D L Carlson Investment Group Inc | 492 | $264.3K | 0.05% | +492 | New |
| Old Mission Investment Co LLC | 495 | $265.9K | 0.10% | −110−18.2% | Reduced |
| TCWP LLC | 495 | $265.9K | 0.20% | −6−1.2% | Reduced |
| MinichMacGregor Wealth Management, LLC | 495 | $265.9K | 0.09% | +8+1.6% | Added |
| Vanguard Capital Wealth Advisors | 495 | $265.9K | 0.25% | +495 | New |
| Lodestone Wealth Management LLC | 498 | $267.4K | 0.19% | −3−0.6% | Reduced |
| Elwood & Goetz Wealth Advisory Group, LLC | 498 | $267.5K | 0.06% | +498 | New |
| Scott Capital Advisors, LLC | 435 | $268.2K | 0.11% | +435 | New |
| Luts & Greenleigh Group, Inc | 500 | $268.4K | 0.33% | +500 | New |
| BigSur Wealth Management LLC | 500 | $268.6K | 0.14% | −145−22.5% | Reduced |
| Paradigm Asset Management Co LLC | 500 | $268.6K | 0.08% | 00.0% | Unchanged |
| Capital Investment Counsel, Inc | 500 | $268.6K | 0.05% | 00.0% | Unchanged |
| Ithaka Group LLC | 500 | $268.6K | 0.06% | 00.0% | Unchanged |
| Harbor Advisors LLC | 500 | $268.6K | 0.06% | 00.0% | Unchanged |
| Aristotle Atlantic Partners, LLC | 500 | $268.6K | 0.01% | 00.0% | Unchanged |
| Keb Asset Management, LLC | 500 | $268.6K | 0.11% | 00.0% | Unchanged |
| Guardian Financial Partners, LLC | 500 | $268.6K | 0.25% | +500 | New |
| EHP Funds Inc. | 500 | $268.6K | 0.13% | +500 | New |
| Martin Capital Partners, LLC | 500 | $269.0K | 0.11% | 00.0% | Unchanged |
| Cottage Street Advisors LLC | 501 | $269.3K | 0.20% | +16+3.3% | Added |
| Kelly Financial Services LLC | 502 | $269.6K | 0.12% | 00.0% | Unchanged |
| Global Assets Advisory, LLC | 502 | $269.6K | 0.24% | +502 | New |
| Diligent Investors, LLC | 502 | $269.7K | 0.08% | 00.0% | Unchanged |
| AIMZ Investment Advisors, LLC | 503 | $270.2K | 0.12% | 00.0% | Unchanged |
| Next Level Private LLC | 502 | $270.2K | 0.18% | +49+10.8% | Added |
| Houlihan Financial Resource Group, Ltd. | 493 | $271.0K | 0.15% | +493 | New |
| Pittenger & Anderson Inc | 505 | $271.3K | 0.01% | 00.0% | Unchanged |
| Oxinas Partners Wealth Management LLC | 505 | $271.4K | 0.20% | +5+1.0% | Added |
| IAG Wealth Partners, LLC | 506 | $271.8K | 0.08% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 506 | $271.8K | 0.06% | +106+26.5% | Added |
| Rooted Wealth Advisors, Inc. | 461 | $273.0K | 0.17% | −12−2.5% | Reduced |
| Consilio Wealth Advisors, LLC | 520 | $273.1K | 0.16% | +37+7.7% | Added |
| New Hampshire Trust | 509 | $273.4K | 0.07% | −61−10.7% | Reduced |
| Garrison Point Advisors, LLC | 510 | $273.9K | 0.21% | −20−3.8% | Reduced |
| Octavia Wealth Advisors, LLC | 511 | $274.4K | 0.06% | +58+12.8% | Added |
| TAGStone Capital, Inc. | 512 | $275.0K | 0.20% | +1+0.2% | Added |
| Coston, McIsaac & Partners | 515 | $276.0K | 0.10% | −23−4.3% | Reduced |
| McClarren Financial Advisors, Inc. | 515 | $276.0K | 0.24% | +63+13.9% | Added |
| Chemung Canal Trust Co | 515 | $276.6K | 0.06% | −30−5.5% | Reduced |
| Southeast Asset Advisors Inc. | 516 | $276.9K | 0.04% | −3−0.6% | Reduced |
| JNBA Financial Advisors | 516 | $277.2K | 0.03% | −32−5.8% | Reduced |
| Strait & Sound Wealth Management LLC | 516 | $277.4K | 0.24% | +516 | New |
| J. L. Bainbridge & Co., Inc. | 517 | $277.5K | 0.04% | −29−5.3% | Reduced |
| Mine & Arao Wealth Creation & Management, LLC. | 517 | $277.7K | 0.17% | 00.0% | Unchanged |
| Viawealth, LLC | 518 | $278.0K | 0.20% | −87−14.4% | Reduced |
| Peninsula Wealth, LLC | 484 | $279.0K | 0.07% | +484 | New |
| Inspirion Wealth Advisors, LLC | 520 | $279.3K | 0.05% | −155−23.0% | Reduced |
| SFE Investment Counsel | 520 | $279.3K | 0.08% | −10−1.9% | Reduced |
| One Wealth Advisors, LLC | 521 | $279.8K | 0.06% | 00.0% | Unchanged |
| North Point Portfolio Managers Corp | 525 | $282.0K | 0.06% | +62+13.4% | Added |
| JFS Wealth Advisors, LLC | 525 | $282.0K | 0.03% | +82+18.5% | Added |
| Pacifica Partners Inc. | 521 | $282.1K | 0.15% | +500+2,381.0% | Added |
| Chemistry Wealth Management LLC | 526 | $282.5K | 0.09% | +526 | New |
| Cardinal Point Capital Management, ULC | 526 | $282.5K | 0.07% | +526 | New |
| Outlook Wealth Advisors, LLC | 527 | $283.1K | 0.11% | −59−10.1% | Reduced |
| Element Wealth, LLC | 528 | $283.5K | 0.21% | −21−3.8% | Reduced |
| First PREMIER Bank | 532 | $286.0K | 0.09% | 00.0% | Unchanged |
| Annapolis Financial Services, LLC | 534 | $286.8K | 0.08% | 00.0% | Unchanged |
| Spreng Capital Management, Inc. | 540 | $290.1K | 0.21% | +65+13.7% | Added |
| Onyx Bridge Wealth Group LLC | 540 | $290.1K | 0.07% | +21+4.0% | Added |
| Byrne Asset Management LLC | 541 | $291.0K | 0.24% | +192+55.0% | Added |
| Rock Creek Group, LP | 542 | $291.1K | 0.04% | −456−45.7% | Reduced |
| W Advisors, LLC | 543 | $291.7K | 0.24% | −6−1.1% | Reduced |
| AlphaQ Advisors LLC | 543 | $291.7K | 0.25% | +543 | New |
| Granite Harbor Advisors, Inc. | 545 | $292.7K | 0.24% | 00.0% | Unchanged |
| Austin Private Wealth, LLC | 546 | $293.3K | 0.04% | +28+5.4% | Added |
| Quantum Private Wealth, LLC | 546 | $293.5K | 0.14% | 00.0% | Unchanged |
| LVZ Advisors, Inc. | 547 | $293.8K | 0.05% | −46−7.8% | Reduced |
| Colonial River Wealth Management, LLC | 549 | $294.9K | 0.19% | −340−38.2% | Reduced |
| Griffin Asset Management, Inc. | 549 | $294.9K | 0.04% | +8+1.5% | Added |
| Private Wealth Advisors | 550 | $295.4K | 0.13% | 00.0% | Unchanged |
| Morling Financial Advisors, LLC | 550 | $295.4K | 0.29% | −133−19.5% | Reduced |
| Focused Wealth Management, Inc | 550 | $295.4K | 0.05% | 00.0% | Unchanged |
| Cherrydale Wealth Management, LLC | 551 | $295.8K | 0.18% | +25+4.8% | Added |
| Endowment Wealth Management, Inc. | 552 | $296.4K | 0.27% | −155−21.9% | Reduced |
| Princeton Global Asset Management LLC | 557 | $299.4K | 0.08% | 00.0% | Unchanged |
| Cypress Capital, LLC | 559 | $300.3K | 0.09% | +3+0.5% | Added |
| Barings LLC | 561 | $301.3K | 0.01% | −21−3.6% | Reduced |
| Orgel Wealth Management, LLC | 561 | $301.3K | 0.01% | +561 | New |
| Planning Center, Inc. | 562 | $301.9K | 0.08% | 00.0% | Unchanged |
| Bridgefront Capital, LLC | 562 | $301.9K | 0.21% | +562 | New |
| Goldstein Advisors, LLC | 563 | $302.4K | 0.06% | +32+6.0% | Added |
| Eagle Bay Advisors LLC | 563 | $302.4K | 0.14% | +12+2.2% | Added |
| Xcel Wealth Management, LLC | 565 | $303.5K | 0.12% | −677−54.5% | Reduced |
| Sentinel Pension Advisors Inc | 565 | $303.5K | 0.07% | 00.0% | Unchanged |
| Cooper/Haims Advisors, LLC | 565 | $303.5K | 0.24% | +565 | New |
| Acorn Wealth Advisors, LLC | 565 | $303.6K | 0.20% | +113+25.0% | Added |
| Midwest Professional Planners, LTD. | 567 | $304.6K | 0.14% | 00.0% | Unchanged |
| BetterWealth, LLC | 568 | $305.0K | 0.12% | 00.0% | Unchanged |
| Centennial Bank | 570 | $306.2K | 0.21% | 00.0% | Unchanged |
| Ruggaard & Associates LLC | 570 | $306.2K | 0.18% | −14−2.4% | Reduced |
| Wilkinson Global Asset Management LLC | 571 | $306.7K | 0.02% | +21+3.8% | Added |
| R. W. Roge & Company, Inc. | 550 | $308.0K | 0.23% | 00.0% | Unchanged |
| Hamilton Wealth, LLC | 574 | $308.3K | 0.11% | 00.0% | Unchanged |
| Wharton Business Group, LLC | 575 | $309.0K | 0.02% | 00.0% | Unchanged |
| Meridian Wealth Partners, LLC | 575 | $309.1K | 0.06% | +22+4.0% | Added |
| Demars Financial Group, LLC | 578 | $310.5K | 0.18% | 00.0% | Unchanged |
| Massachusetts Wealth Management | 580 | $311.5K | 0.29% | 00.0% | Unchanged |
| Bank of Stockton | 550 | $312.5K | 0.12% | 00.0% | Unchanged |
| Jackson Thornton Asset Management, LLC | 582 | $312.6K | 0.06% | −43−6.9% | Reduced |