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 |
|---|---|---|---|---|---|
| HFG Advisors, Inc. | 674 | $362.0K | 0.40% | +122+22.1% | Added |
| N.E.W. Advisory Services LLC | 676 | $363.4K | 0.05% | +100+17.4% | Added |
| Resolute Wealth Strategies, LLC | 677 | $363.6K | 0.27% | +51+8.1% | Added |
| AlphaCore Capital LLC | 677 | $363.7K | 0.06% | +10+1.5% | Added |
| Beese Fulmer Investment Management, Inc. | 679 | $364.7K | 0.04% | 00.0% | Unchanged |
| Karpus Management, Inc. | 680 | $365.2K | 0.01% | 00.0% | Unchanged |
| J.Safra Asset Management Corp | 681 | $365.8K | 0.05% | 00.0% | Unchanged |
| New World Advisors LLC | 682 | $366.3K | 0.13% | +192+39.2% | Added |
| Northwest Wealth Management, LLC | 684 | $367.4K | 0.13% | −3−0.4% | Reduced |
| J2 Capital Management Inc | 686 | $368.5K | 0.47% | +25+3.8% | Added |
| Nicollet Investment Management, Inc. | 687 | $369.0K | 0.17% | +52+8.2% | Added |
| St. Louis Trust Co | 687 | $369.0K | 0.07% | 00.0% | Unchanged |
| Cascade Investment Group, Inc. | 687 | $369.0K | 0.35% | 00.0% | Unchanged |
| Arkfeld Wealth Strategies, L.L.C. | 637 | $369.0K | 0.27% | 00.0% | Unchanged |
| Kaye Capital Management | 687 | $369.1K | 0.17% | +1+0.1% | Added |
| Barnes Pettey Financial Advisors, LLC | 689 | $370.1K | 0.34% | 00.0% | Unchanged |
| Duncker Streett & Co Inc | 689 | $370.3K | 0.09% | 00.0% | Unchanged |
| Motive Wealth Advisors | 690 | $370.6K | 0.41% | −46−6.3% | Reduced |
| Elevatus Welath Management | 691 | $371.1K | 0.34% | +691 | New |
| Advanced Asset Management Advisors Inc | 695 | $373.5K | 0.09% | −25−3.5% | Reduced |
| Clarity Financial LLC | 696 | $374.1K | 0.06% | +26+3.9% | Added |
| ABLE Financial Group, LLC | 697 | $374.4K | 0.19% | −65−8.5% | Reduced |
| Fairhaven Wealth Management, LLC | 698 | $374.9K | 0.15% | 00.0% | Unchanged |
| Goodwin Daniel L | 700 | $376.0K | 0.18% | 00.0% | Unchanged |
| Hoertkorn Richard Charles | 700 | $376.0K | 0.19% | 00.0% | Unchanged |
| Compton Wealth Advisory Group, LLC | 700 | $376.0K | 0.13% | 00.0% | Unchanged |
| Midwest Heritage Bank, FSB | 701 | $376.5K | 0.28% | −125−15.1% | Reduced |
| Howe & Rusling Inc | 702 | $377.1K | 0.04% | +3+0.4% | Added |
| Traverso Chambers Private Wealth Management, LLC | 705 | $378.8K | 0.10% | +26+3.8% | Added |
| Bessemer Securities LLC | 705 | $379.0K | 0.52% | +705 | New |
| Applied Finance Capital Management, LLC | 706 | $379.2K | 0.04% | −86−10.9% | Reduced |
| Horan Capital Advisors, LLC. | 706 | $379.2K | 0.15% | −7−1.0% | Reduced |
| Opal Wealth Advisors, LLC | 706 | $379.2K | 0.22% | +62+9.6% | Added |
| Park Edge Advisors, LLC | 709 | $380.8K | 0.14% | 00.0% | Unchanged |
| Source Financial Advisors LLC | 709 | $380.8K | 0.13% | +3+0.4% | Added |
| Rebalance, LLC | 713 | $383.0K | 0.04% | +3+0.4% | Added |
| TL Private Wealth | 670 | $383.1K | 0.22% | −30−4.3% | Reduced |
| Twin Focus Capital Partners, LLC | 714 | $383.5K | 0.09% | −599−45.6% | Reduced |
| Webster Bank, N. A. | 714 | $383.5K | 0.05% | −16−2.2% | Reduced |
| BluePath Capital Management, LLC | 715 | $384.2K | 0.35% | +715 | New |
| Kinloch Capital, LLC | 717 | $384.9K | 0.24% | +147+25.8% | Added |
| Knuff & Co LLC | 717 | $385.1K | 0.15% | 00.0% | Unchanged |
| Acropolis Investment Management, LLC | 717 | $385.1K | 0.03% | +146+25.6% | Added |
| Index Fund Advisors, Inc. | 718 | $385.5K | 0.03% | −10−1.4% | Reduced |
| Headinvest, LLC | 717 | $386.0K | 0.08% | −10−1.4% | Reduced |
| Knightsbridge Asset Management, LLC | 718 | $386.0K | 0.12% | +24+3.5% | Added |
| GW Henssler & Associates Ltd | 719 | $386.1K | 0.03% | +32+4.7% | Added |
| Key Financial Inc | 724 | $388.9K | 0.13% | +35+5.1% | Added |
| Hillsdale Investment Management Inc. | 724 | $388.9K | 0.04% | +430+146.3% | Added |
| SOA Wealth Advisors, LLC. | 726 | $390.1K | 0.10% | +320+78.8% | Added |
| Lakeside Advisors, INC. | 727 | $390.5K | 0.30% | 00.0% | Unchanged |
| Avalon Trust Co | 728 | $391.0K | 0.04% | −200−21.6% | Reduced |
| Pring Turner Capital Group Inc | 728 | $391.0K | 0.33% | +84+13.0% | Added |
| Advance Capital Management, Inc. | 729 | $391.6K | 0.04% | +39+5.7% | Added |
| Legacy Financial Strategies, LLC | 633 | $391.9K | 0.13% | 00.0% | Unchanged |
| Dudley Capital Management, LLC | 730 | $392.1K | 0.28% | −100−12.0% | Reduced |
| Moss Adams Wealth Advisors LLC | 730 | $392.1K | 0.13% | +278+61.5% | Added |
| Obermeyer Wood Investment Counsel, LLLP | 732 | $393.2K | 0.03% | 00.0% | Unchanged |
| Spartan Planning & Wealth Management | 735 | $394.8K | 0.46% | +735 | New |
| GW&K Investment Management, LLC | 736 | $395.0K | 0.00% | +163+28.4% | Added |
| Auxier Asset Management | 736 | $395.3K | 0.07% | +10+1.4% | Added |
| Versant Capital Management, Inc | 738 | $396.4K | 0.13% | −5−0.7% | Reduced |
| Alpine Woods Capital Investors, LLC | 740 | $397.0K | 0.06% | 00.0% | Unchanged |
| First National Bank | 740 | $397.5K | 0.35% | −46−5.9% | Reduced |
| Northern Capital Management, Inc. | 743 | $399.1K | 0.37% | 00.0% | Unchanged |
| Delta Asset Management LLC | 745 | $400.1K | 0.04% | −9−1.2% | Reduced |
| Palisade Capital Management LLC | 745 | $400.2K | 0.01% | 00.0% | Unchanged |
| Montag & Caldwell, LLC | 746 | $400.7K | 0.05% | 00.0% | Unchanged |
| Aletheian Wealth Advisors LLC | 746 | $400.7K | 0.31% | +5+0.7% | Added |
| Ssi Investment Management LLC | 746 | $400.7K | 0.03% | +289+63.2% | Added |
| Insight Advisors, LLC | 749 | $402.1K | 0.09% | 00.0% | Unchanged |
| Coastal Bridge Advisors, LLC | 749 | $402.3K | 0.11% | 00.0% | Unchanged |
| Edmonds Duncan Registered Investment Advisors, LLC | 749 | $402.3K | 0.11% | +200+36.4% | Added |
| Edentree Asset Management Ltd | 750 | $402.8K | 0.16% | 00.0% | Unchanged |
| Birinyi Associates Inc | 750 | $403.0K | 0.16% | 00.0% | Unchanged |
| Verity Asset Management, Inc. | 752 | $404.1K | 0.30% | +100+15.3% | Added |
| Benin Management CORP | 754 | $405.0K | 0.15% | −50−6.2% | Reduced |
| ASB Consultores, LLC | 755 | $405.5K | 0.16% | −301−28.5% | Reduced |
| Verum Partners LLC | 755 | $405.7K | 0.18% | +238+46.0% | Added |
| Silver Oak Advisory Group, Inc. | 757 | $406.0K | 0.26% | −6−0.8% | Reduced |
| NSI Retail Advisors, LLC | 757 | $407.0K | 0.09% | −850−52.9% | Reduced |
| Crescent Sterling, Ltd. | 758 | $407.1K | 0.43% | +184+32.1% | Added |
| Marex Group plc | 759 | $407.7K | 0.06% | +283+59.5% | Added |
| Southland Equity Partners LLC | 759 | $407.9K | 0.14% | 00.0% | Unchanged |
| TSFG, LLC | 759 | $408.0K | 0.15% | −74−8.9% | Reduced |
| Armstrong, Fleming & Moore, Inc | 760 | $408.5K | 0.40% | 00.0% | Unchanged |
| Milestone Asset Management, LLC | 759 | $408.6K | 0.14% | +30+4.1% | Added |
| Middleton & Co Inc | 761 | $408.8K | 0.06% | −26−3.3% | Reduced |
| Kure Advisory, LLC | 762 | $409.3K | 0.23% | +762 | New |
| Anchor Capital Advisors LLC | 767 | $412.0K | 0.01% | 00.0% | Unchanged |
| BlackDiamond Wealth Management Inc. | 732 | $414.2K | 0.37% | −22−2.9% | Reduced |
| Petix & Botte Co | 776 | $416.8K | 0.13% | 00.0% | Unchanged |
| Heritage Investors Management Corp | 776 | $417.0K | 0.02% | +40+5.4% | Added |
| Hazlett, Burt & Watson, Inc. | 779 | $419.0K | 0.31% | +159+25.6% | Added |
| Howard Capital Management Group, LLC | 781 | $419.5K | 0.04% | 00.0% | Unchanged |
| Pasadena Private Wealth, LLC | 781 | $419.5K | 0.13% | +30+4.0% | Added |
| C M Bidwell & Associates Ltd | 787 | $422.7K | 0.32% | −2−0.3% | Reduced |
| McCarthy Asset Management, Inc. | 792 | $425.3K | 0.31% | 00.0% | Unchanged |
| Wedge Capital Management L L P | 793 | $425.9K | 0.01% | −652−45.1% | Reduced |
| Cowa, LLC | 794 | $426.5K | 0.29% | −75−8.6% | Reduced |