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 |
|---|---|---|---|---|---|
| Private Management Group Inc | 582 | $312.6K | 0.01% | −121−17.2% | Reduced |
| Pensionmark Financial Group, LLC | 584 | $313.5K | 0.06% | −28−4.6% | Reduced |
| Garner Asset Management Corp | 585 | $314.0K | 0.19% | −20−3.3% | Reduced |
| Alhambra Investment Partners LLC | 585 | $314.2K | 0.21% | −10−1.7% | Reduced |
| Ballast Advisors LLC | 585 | $314.2K | 0.13% | 00.0% | Unchanged |
| Murphy Pohlad Asset Management LLC | 586 | $314.8K | 0.14% | 00.0% | Unchanged |
| Resurgent Financial Advisors LLC | 586 | $314.8K | 0.22% | +21+3.7% | Added |
| GR Financial Group, LLC | 586 | $314.9K | 0.09% | +1+0.2% | Added |
| Gateway Wealth Partners, LLC | 587 | $315.5K | 0.06% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 588 | $315.6K | 0.08% | −47−7.4% | Reduced |
| Smith Anglin Financial, LLC | 590 | $316.9K | 0.04% | −152−20.5% | Reduced |
| Walled Lake Planning & Wealth Management, LLC | 590 | $316.9K | 0.16% | +91+18.2% | Added |
| Paladin Advisory Group, LLC | 590 | $316.9K | 0.27% | 00.0% | Unchanged |
| Aspen Investment Management Inc | 591 | $317.0K | 0.19% | +591 | New |
| Financial Freedom, LLC | 590 | $317.1K | 0.22% | −3−0.5% | Reduced |
| Detalus Advisors, LLC | 591 | $317.2K | 0.15% | 00.0% | Unchanged |
| KFG Wealth Management, LLC | 592 | $317.9K | 0.17% | 00.0% | Unchanged |
| Altus Wealth Group LLC | 593 | $318.5K | 0.20% | −10−1.7% | Reduced |
| Compton Financial Group, LLC | 594 | $319.1K | 0.12% | 00.0% | Unchanged |
| Franklin, Parlapiano, Turner & Welch, LLC | 594 | $319.1K | 0.10% | 00.0% | Unchanged |
| Legacy Capital Wealth Partners, LLC | 595 | $319.6K | 0.09% | +595 | New |
| Weaver Consulting Group | 596 | $320.1K | 0.14% | −130−17.9% | Reduced |
| Apexium Financial, LP | 596 | $320.1K | 0.03% | +3+0.5% | Added |
| Roberts Glore & Co Inc | 597 | $320.7K | 0.11% | +25+4.4% | Added |
| Aspire Private Capital, LLC | 599 | $321.7K | 0.10% | 00.0% | Unchanged |
| Gries Financial LLC | 599 | $321.7K | 0.09% | −90−13.1% | Reduced |
| Camarda Financial Advisors, LLC | 599 | $321.7K | 0.21% | 00.0% | Unchanged |
| Verus Financial Partners, Inc. | 528 | $321.9K | 0.04% | 00.0% | Unchanged |
| Websterrogers Financial Advisors, LLC | 600 | $322.3K | 0.14% | −19−3.1% | Reduced |
| Coulter & Justus Financial Services, LLC | 601 | $322.8K | 0.23% | 00.0% | Unchanged |
| Somerset Trust Co | 602 | $323.4K | 0.15% | 00.0% | Unchanged |
| Lorne Steinberg Wealth Management Inc. | 602 | $323.4K | 0.12% | +15+2.6% | Added |
| VisionPoint Advisory Group, LLC | 602 | $323.4K | 0.14% | −89−12.9% | Reduced |
| Aldebaran Financial Inc. | 603 | $323.9K | 0.53% | +603 | New |
| Harel Insurance Investments & Financial Services Ltd. | 603 | $324.0K | 0.01% | +603 | New |
| Driehaus Capital Management LLC | 604 | $324.4K | 0.00% | −918−60.3% | Reduced |
| Bordeaux Wealth Advisors LLC | 607 | $326.1K | 0.13% | +103+20.4% | Added |
| Mayport, LLC | 609 | $327.1K | 0.18% | 00.0% | Unchanged |
| YHB Investment Advisors, Inc. | 609 | $327.1K | 0.03% | +32+5.5% | Added |
| Prestige Wealth Management Group LLC | 609 | $327.1K | 0.08% | +2+0.3% | Added |
| Bluesphere Advisors, LLC | 609 | $327.1K | 0.24% | +1+0.2% | Added |
| Advisory Resource Group | 612 | $328.7K | 0.09% | 00.0% | Unchanged |
| Farmers & Merchants Trust Co of Chambersburg PA | 612 | $329.0K | 0.22% | 00.0% | Unchanged |
| Reston Wealth Management LLC | 613 | $329.3K | 0.17% | +9+1.5% | Added |
| Prosperity Consulting Group, LLC | 614 | $329.5K | 0.15% | +614 | New |
| Interchange Capital Partners, LLC | 615 | $330.4K | 0.26% | +15+2.5% | Added |
| BIP Wealth, LLC | 616 | $330.9K | 0.03% | −89−12.6% | Reduced |
| Phillips Wealth Planners LLC | 561 | $331.4K | 0.45% | −200−26.3% | Reduced |
| Tillman Hartley LLC | 618 | $331.9K | 0.14% | 00.0% | Unchanged |
| Lebenthal Global Advisors, LLC | 618 | $332.4K | 0.10% | −1,279−67.4% | Reduced |
| Powell Investment Advisors, LLC | 619 | $332.5K | 0.20% | 00.0% | Unchanged |
| Sage Investment Advisers LLC | 619 | $332.6K | 0.46% | +17+2.8% | Added |
| Capula Management Ltd | 620 | $333.0K | 0.02% | +620 | New |
| Red Wave Investments LLC | 621 | $333.6K | 0.14% | 00.0% | Unchanged |
| Walkner Condon Financial Advisors LLC | 621 | $333.6K | 0.09% | +17+2.8% | Added |
| Equita Financial Network, Inc. | 621 | $334.0K | 0.21% | +621 | New |
| DT Investment Partners, LLC | 622 | $334.1K | 0.04% | 00.0% | Unchanged |
| Berkeley Capital Partners, LLC | 622 | $334.1K | 0.12% | +622 | New |
| KilterHowling LLC | 622 | $334.3K | 0.29% | 00.0% | Unchanged |
| State of Wyoming | 623 | $334.6K | 0.07% | −10−1.6% | Reduced |
| Patton Albertson Miller Group, LLC | 623 | $334.6K | 0.07% | +17+2.8% | Added |
| Future Fund LLC | 624 | $335.2K | 0.93% | −181−22.5% | Reduced |
| Gould Asset Management LLC | 624 | $335.2K | 0.09% | +8+1.3% | Added |
| Investment Advisory Group, LLC | 625 | $335.9K | 0.17% | +19+3.1% | Added |
| Wealth Advisors, Inc. | 626 | $336.0K | 0.15% | +626 | New |
| Ashford Capital Management Inc | 626 | $336.2K | 0.05% | 00.0% | Unchanged |
| Darwin Advisors, LLC | 626 | $336.3K | 0.09% | +15+2.5% | Added |
| BancFirst Trust & Investment Management | 618 | $336.5K | 0.17% | +56+10.0% | Added |
| Ergawealth Advisors, Inc. | 627 | $336.8K | 0.23% | −23−3.5% | Reduced |
| Northeast Financial Group, Inc. | 627 | $336.9K | 0.21% | −8−1.3% | Reduced |
| Firethorn Wealth Partners, LLC | 628 | $337.3K | 0.26% | +10+1.6% | Added |
| Rosenberg Matthew Hamilton | 628 | $337.5K | 0.11% | 00.0% | Unchanged |
| Taylor Hoffman Wealth Management | 629 | $337.9K | 0.17% | 00.0% | Unchanged |
| Manhattan West Asset Management, LLC | 586 | $337.9K | 0.10% | +586 | New |
| Echo45 Advisors LLC | 634 | $340.5K | 0.29% | −57−8.2% | Reduced |
| Emerald Advisors, LLC | 635 | $341.1K | 0.08% | +1+0.2% | Added |
| Kessler Investment Group, LLC | 636 | $341.6K | 0.29% | −33−4.9% | Reduced |
| Security National Bank of So Dak | 638 | $342.7K | 0.25% | 00.0% | Unchanged |
| Gunn & Co Investment Management, Inc. | 640 | $344.0K | 0.30% | +640 | New |
| Aspiriant, LLC | 640 | $344.2K | 0.02% | −59−8.4% | Reduced |
| Global Wealth Strategies & Associates | 643 | $345.4K | 0.16% | −20−3.0% | Reduced |
| Adalta Capital Management LLC | 645 | $346.0K | 0.24% | +160+33.0% | Added |
| Empirical Asset Management, LLC | 646 | $346.8K | 0.30% | +1+0.2% | Added |
| Seelaus Asset Management LLC | 646 | $347.0K | 0.39% | −1,898−74.6% | Reduced |
| Acima Private Wealth, LLC | 648 | $348.1K | 0.15% | 00.0% | Unchanged |
| McGlone Suttner Wealth Management, Inc. | 647 | $348.1K | 0.08% | +103+18.9% | Added |
| Canvas Wealth Advisors, LLC | 596 | $348.5K | 0.14% | −29−4.6% | Reduced |
| Peterson Wealth Advisors, LLC | 651 | $349.7K | 0.09% | −11−1.7% | Reduced |
| Lockerman Financial Group, Inc. | 651 | $349.7K | 0.94% | +11+1.7% | Added |
| Fluent Financial, LLC | 652 | $350.0K | 0.19% | +652 | New |
| Addison Advisors LLC | 653 | $350.7K | 0.16% | +3+0.5% | Added |
| IFG Advisors, LLC | 654 | $351.3K | 0.12% | 00.0% | Unchanged |
| Financial Council Asset Management Inc | 658 | $353.4K | 0.28% | 00.0% | Unchanged |
| Arcadia Investment Management Corp | 659 | $354.0K | 0.07% | 00.0% | Unchanged |
| Thomas J. Herzfeld Advisors, Inc. | 661 | $355.0K | 0.14% | −1−0.2% | Reduced |
| Center For Asset Management LLC | 662 | $355.7K | 0.36% | +1+0.2% | Added |
| Safeguard Investment Advisory Group, LLC | 664 | $356.4K | 0.16% | −6−0.9% | Reduced |
| Sterling Investment Advisors, Ltd. | 667 | $358.3K | 0.13% | −10−1.5% | Reduced |
| Luken Investment Analytics, LLC | 670 | $359.9K | 0.21% | 00.0% | Unchanged |
| Gradient Investments LLC | 673 | $361.5K | 0.01% | −9−1.3% | Reduced |