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 |
|---|---|---|---|---|---|
| Advisory Alpha, LLC | 794 | $426.5K | 0.02% | −9,172−92.0% | Reduced |
| Sycomore Asset Management | 775 | $427.0K | 0.11% | +19+2.5% | Added |
| Commonwealth Financial Services, LLC | 797 | $428.3K | 0.13% | +797 | New |
| Diamant Asset Management, Inc. | 800 | $429.7K | 0.35% | 00.0% | Unchanged |
| Hobart Private Capital, LLC | 800 | $429.7K | 0.16% | 00.0% | Unchanged |
| Sculati Wealth Management, LLC | 800 | $429.7K | 0.22% | 00.0% | Unchanged |
| Twelve Points Wealth Management LLC | 800 | $429.7K | 0.21% | 00.0% | Unchanged |
| Nebula Research & Development LLC | 800 | $429.7K | 0.23% | +800 | New |
| GSB Wealth Management, LLC | 800 | $429.8K | 0.14% | +75+10.3% | Added |
| David J Yvars Group | 801 | $430.2K | 0.36% | 00.0% | Unchanged |
| PrairieView Partners, LLC | 804 | $431.0K | 0.06% | 00.0% | Unchanged |
| Secure Asset Management, LLC | 807 | $433.3K | 0.13% | +80+11.0% | Added |
| Trust Co of Oklahoma | 807 | $433.5K | 0.17% | +285+54.6% | Added |
| Benchmark Financial Wealth Advisors, LLC | 808 | $434.1K | 0.20% | +19+2.4% | Added |
| Vista Wealth Management Group, LLC | 810 | $435.1K | 0.04% | +145+21.8% | Added |
| Lodestar Private Asset Management LLC | 811 | $435.4K | 0.07% | +17+2.1% | Added |
| Ameliora Wealth Management Ltd. | 812 | $436.1K | 0.26% | +172+26.9% | Added |
| Tranquility Partners, LLC | 814 | $437.2K | 0.19% | +103+14.5% | Added |
| Wayfinding Financial, LLC | 817 | $439.0K | 0.33% | −102−11.1% | Reduced |
| Financial Management Network Inc | 828 | $440.0K | 0.15% | +98+13.4% | Added |
| NBW Capital LLC | 819 | $440.0K | 0.11% | −166−16.9% | Reduced |
| Joule Financial, LLC | 821 | $441.0K | 0.23% | −41−4.8% | Reduced |
| Campbell Wealth Management | 823 | $442.0K | 0.05% | +63+8.3% | Added |
| AFS Financial Group, LLC | 823 | $442.1K | 0.30% | −71−7.9% | Reduced |
| Accel Wealth Management | 824 | $442.7K | 0.25% | +146+21.5% | Added |
| Nexus Investment Management ULC | 826 | $443.7K | 0.05% | 00.0% | Unchanged |
| Jackson Creek Investment Advisors LLC | 826 | $444.0K | 0.19% | −398−32.5% | Reduced |
| Keystone Wealth Services, LLC | 828 | $444.6K | 0.17% | +1+0.1% | Added |
| Hemington Wealth Management | 834 | $447.0K | 0.21% | −168−16.8% | Reduced |
| Sunburst Financial Group, LLC | 834 | $447.8K | 0.16% | +8+1.0% | Added |
| Tandem Wealth Advisors LLC | 834 | $448.0K | 0.27% | −2−0.2% | Reduced |
| Warren Street Wealth Advisors, LLC | 835 | $448.5K | 0.30% | +133+18.9% | Added |
| HBW Advisory Services LLC | 835 | $449.0K | 0.09% | +4+0.5% | Added |
| Sterling Financial Planning, Inc. | 837 | $449.6K | 0.23% | 00.0% | Unchanged |
| W.H. Cornerstone Investments Inc. | 837 | $450.0K | 0.40% | +2+0.2% | Added |
| SS&H Financial Advisors, Inc. | 837 | $450.0K | 0.21% | +837 | New |
| Lakewood Asset Management LLC | 839 | $450.5K | 0.37% | 00.0% | Unchanged |
| Piscataqua Savings Bank | 839 | $450.6K | 0.39% | −10−1.2% | Reduced |
| RIA Advisory Group LLC | 842 | $452.3K | 0.20% | +842 | New |
| Cardinal Strategic Wealth Guidance | 843 | $452.8K | 0.21% | 00.0% | Unchanged |
| Cardiff Park Advisors, LLC | 843 | $452.8K | 0.06% | 00.0% | Unchanged |
| Portland Global Advisors LLC | 844 | $453.0K | 0.08% | −100−10.6% | Reduced |
| Greenfield Savings Bank | 845 | $453.9K | 0.28% | +845 | New |
| Ridgecrest Wealth Partners, LLC | 846 | $454.4K | 0.32% | 00.0% | Unchanged |
| Triumph Capital Management | 848 | $455.3K | 0.21% | +10+1.2% | Added |
| MainStreet Investment Advisors LLC | 848 | $455.5K | 0.05% | −474−35.9% | Reduced |
| Wedgewood Investors Inc | 849 | $456.0K | 0.62% | 00.0% | Unchanged |
| Inscription Capital, LLC | 854 | $458.7K | 0.15% | −27−3.1% | Reduced |
| Main Street Financial Solutions, LLC | 855 | $459.0K | 0.07% | −551−39.2% | Reduced |
| Nikulski Financial, Inc. | 856 | $459.8K | 0.19% | +31+3.8% | Added |
| Fermata Advisors, LLC | 859 | $462.8K | 0.13% | +859 | New |
| Capital City Trust Co | 867 | $465.7K | 0.15% | −80−8.4% | Reduced |
| O'Dell Group, LLC | 867 | $465.9K | 0.14% | +3+0.3% | Added |
| ERn Financial, LLC | 869 | $466.5K | 0.10% | −14−1.6% | Reduced |
| Mascoma Wealth Management LLC | 869 | $466.8K | 0.15% | 00.0% | Unchanged |
| Dean Investment Associates, LLC | 870 | $467.3K | 0.08% | 00.0% | Unchanged |
| Alliance Wealth Advisors, LLC | 871 | $467.8K | 0.34% | 00.0% | Unchanged |
| Lineweaver Wealth Advisors, LLC | 874 | $469.6K | 0.14% | +874 | New |
| Phocas Financial Corp. | 875 | $470.0K | 0.07% | +125+16.7% | Added |
| Pathway Financial Advisers, LLC | 876 | $470.9K | 0.19% | +876 | New |
| Garde Capital, Inc. | 877 | $471.0K | 0.04% | +20+2.3% | Added |
| Baltimore-Washington Financial Advisors, Inc. | 880 | $472.7K | 0.04% | +880 | New |
| Wealth Advisors of Iowa, LLC | 880 | $472.9K | 0.33% | +1+0.1% | Added |
| Fort, L.P. | 882 | $473.7K | 1.31% | −33−3.6% | Reduced |
| River Wealth Advisors LLC | 883 | $474.3K | 0.08% | +6+0.7% | Added |
| Great Waters Wealth Management | 843 | $476.3K | 0.09% | +1+0.1% | Added |
| Kowal Investment Group, LLC | 887 | $476.6K | 0.13% | +155+21.2% | Added |
| First Commonwealth Financial Corp | 888 | $477.0K | 0.16% | −420−32.1% | Reduced |
| Cynosure Management, LLC | 888 | $477.0K | 0.15% | +888 | New |
| Triune Financial Partners, LLC | 888 | $477.2K | 0.20% | 00.0% | Unchanged |
| Zuckerman Investment Group, LLC | 890 | $478.0K | 0.07% | −83−8.5% | Reduced |
| Diversified, LLC | 890 | $478.1K | 0.12% | +10+1.1% | Added |
| Cookson Peirce & Co Inc | 892 | $479.0K | 0.03% | 00.0% | Unchanged |
| Aurora Private Wealth, Inc. | 893 | $479.0K | 0.53% | +174+24.2% | Added |
| Atwater Malick LLC | 892 | $479.2K | 0.21% | 00.0% | Unchanged |
| Greenhouse Wealth Management, LLC | 893 | $479.9K | 0.43% | 00.0% | Unchanged |
| S. R. Schill & Associates | 899 | $482.9K | 0.23% | 00.0% | Unchanged |
| One + One Wealth Management, LLC | 900 | $483.4K | 0.31% | 00.0% | Unchanged |
| Greenwood Gearhart Inc | 902 | $484.5K | 0.06% | 00.0% | Unchanged |
| PFW Advisors LLC | 906 | $486.6K | 0.17% | 00.0% | Unchanged |
| Alaethes Wealth LLC | 906 | $486.6K | 0.27% | +6+0.7% | Added |
| O'Brien Greene & Co. Inc | 908 | $487.7K | 0.18% | −7−0.8% | Reduced |
| Richard W. Paul & Associates, LLC | 910 | $488.6K | 0.22% | −339−27.1% | Reduced |
| Wealthstream Advisors, Inc. | 910 | $488.8K | 0.25% | +87+10.6% | Added |
| Missouri Trust & Investment Co | 915 | $491.5K | 0.22% | −4−0.4% | Reduced |
| Westmount Partners, LLC | 915 | $491.5K | 0.22% | +117+14.7% | Added |
| Leisure Capital Management | 915 | $491.6K | 0.28% | −13−1.4% | Reduced |
| WT Wealth Management | 916 | $492.0K | 0.21% | +116+14.5% | Added |
| Intelligence Driven Advisers, LLC | 927 | $492.7K | 0.09% | +138+17.5% | Added |
| Ewa, LLC | 806 | $494.0K | 0.32% | +67+9.1% | Added |
| Gitterman Wealth Management, LLC | 920 | $494.1K | 0.23% | +920 | New |
| Northstar Asset Management LLC | 925 | $496.8K | 0.14% | +75+8.8% | Added |
| Avaii Wealth Management, LLC | 929 | $499.0K | 0.38% | −9−1.0% | Reduced |
| Annis Gardner Whiting Capital Advisors, LLC | 931 | $500.1K | 0.27% | +931 | New |
| Perennial Investment Advisors, LLC | 933 | $501.4K | 0.09% | −9−1.0% | Reduced |
| JB Capital LLC | 935 | $502.0K | 0.04% | +106+12.8% | Added |
| New Republic Capital, LLC | 937 | $503.1K | 0.41% | +40+4.5% | Added |
| PCA Investment Advisory Services Inc. | 937 | $503.7K | 0.36% | 00.0% | Unchanged |
| Centurion Wealth Management LLC | 941 | $505.4K | 0.25% | 00.0% | Unchanged |
| Jacobsen Capital Management | 942 | $506.0K | 0.27% | −8−0.8% | Reduced |