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 |
|---|---|---|---|---|---|
| Key Client Fiduciary Advisors, LLC | 946 | $508.4K | 0.31% | +32+3.5% | Added |
| Concentric Capital Strategies, LP | 947 | $508.7K | 0.06% | +947 | New |
| Noesis Capital Mangement Corp | 949 | $509.7K | 0.13% | −45−4.5% | Reduced |
| Kavar Capital Partners Group, LLC | 951 | $510.8K | 0.11% | 00.0% | Unchanged |
| Cassia Capital Partners, LLC | 951 | $510.8K | 0.42% | +17+1.8% | Added |
| UMA Financial Services, Inc. | 895 | $511.7K | 0.13% | 00.0% | Unchanged |
| Syntal Capital Partners, LLC | 953 | $511.9K | 0.40% | +953 | New |
| Baystate Wealth Management LLC | 953 | $512.3K | 0.04% | +197+26.1% | Added |
| Plotkin Financial Advisors, LLC | 954 | $512.4K | 0.45% | 00.0% | Unchanged |
| Aberdeen Wealth Management LLC | 955 | $513.0K | 0.39% | 00.0% | Unchanged |
| Carmel Capital Partners, LLC | 955 | $513.0K | 0.23% | +352+58.4% | Added |
| Franklin Street Advisors Inc | 959 | $515.0K | 0.05% | −43−4.3% | Reduced |
| Tarbox Family Office, Inc. | 968 | $520.1K | 0.11% | −16−1.6% | Reduced |
| PRW Wealth Management LLC | 923 | $522.2K | 0.20% | −54−5.5% | Reduced |
| Algert Global LLC | 974 | $523.2K | 0.02% | −4,459−82.1% | Reduced |
| Vicus Capital | 977 | $524.6K | 0.05% | +430+78.6% | Added |
| Beacon Capital Management, LLC | 1,121 | $525.8K | 0.14% | 00.0% | Unchanged |
| Stevard, LLC | 982 | $527.5K | 0.53% | 00.0% | Unchanged |
| Beacon Financial Strategies CORP | 982 | $527.6K | 0.46% | 00.0% | Unchanged |
| Paragon Private Wealth Management, LLC | 983 | $528.0K | 0.44% | +37+3.9% | Added |
| Treynor Bancshares, Inc. | 984 | $528.5K | 0.34% | +984 | New |
| Astoria Portfolio Advisors LLC. | 930 | $528.5K | 0.26% | +129+16.1% | Added |
| Riverpark Capital Management LLC | 987 | $530.1K | 0.96% | +987 | New |
| Eaton Financial Holdings Company, LLC | 989 | $531.3K | 0.14% | +24+2.5% | Added |
| JJJ Advisors Inc. | 997 | $535.5K | 0.14% | +216+27.7% | Added |
| Cora Capital Advisors LLC | 998 | $536.3K | 0.36% | −112−10.1% | Reduced |
| Family Firm, Inc. | 999 | $536.7K | 0.15% | +1+0.1% | Added |
| Clal Insurance Enterprises Holdings Ltd | 1,000 | $537.0K | 0.01% | −1,000−50.0% | Reduced |
| Wilkins Investment Counsel Inc | 1,000 | $537.0K | 0.15% | −370−27.0% | Reduced |
| Doheny Asset Management | 1,000 | $537.0K | 0.52% | 00.0% | Unchanged |
| Graybill Bartz & Assoc Ltd | 1,000 | $537.1K | 0.26% | −1,391−58.2% | Reduced |
| Mendel Capital Management LLC | 1,000 | $537.1K | 0.44% | 00.0% | Unchanged |
| Searle & Co. | 1,000 | $537.1K | 0.18% | 00.0% | Unchanged |
| Ethos Financial Group, LLC | 1,000 | $537.1K | 0.14% | +290+40.8% | Added |
| Montgomery Investment Management Inc | 1,000 | $537.1K | 0.19% | 00.0% | Unchanged |
| Cacti Asset Management LLC | 1,000 | $537.9K | 0.05% | 00.0% | Unchanged |
| Phillips Financial Management, LLC | 1,003 | $538.5K | 0.05% | −343−25.5% | Reduced |
| Sittner & Nelson, LLC | 1,003 | $538.7K | 0.31% | −25−2.4% | Reduced |
| Covenant Partners, LLC | 1,003 | $538.7K | 0.20% | +505+101.4% | Added |
| Seven Mile Advisory | 1,003 | $538.9K | 0.57% | +34+3.5% | Added |
| JSF Financial, LLC | 1,005 | $539.6K | 0.21% | −92−8.4% | Reduced |
| Running Point Capital Advisors, LLC | 1,005 | $539.8K | 0.31% | +8+0.8% | Added |
| Beacon Financial Group | 975 | $540.0K | 0.08% | +12+1.2% | Added |
| Consolidated Planning Corp | 1,006 | $540.4K | 0.12% | −4−0.4% | Reduced |
| Foster & Motley Inc | 1,008 | $541.0K | 0.04% | −83−7.6% | Reduced |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 1,008 | $541.5K | 0.07% | +262+35.1% | Added |
| Private Ocean, LLC | 1,009 | $542.0K | 0.07% | 00.0% | Unchanged |
| Lifestyle Asset Management, Inc. | 1,009 | $542.0K | 0.33% | +417+70.4% | Added |
| First Affirmative Financial Network | 1,010 | $542.4K | 0.53% | +88+9.5% | Added |
| Vantage Financial Partners Ltd., Inc. | 1,010 | $542.5K | 0.31% | −25−2.4% | Reduced |
| Baron Silver Stevens Financial Advisors, LLC | 1,012 | $543.3K | 0.12% | +29+3.0% | Added |
| Petra Financial Advisors Inc | 1,012 | $543.6K | 0.45% | +1,012 | New |
| CCM Investment Advisers LLC | 1,016 | $545.7K | 0.08% | 00.0% | Unchanged |
| Columbia Trust Co 01012016 | 1,017 | $546.3K | 0.32% | +4+0.4% | Added |
| Donald L. Hagan, LLC | 1,020 | $547.9K | 0.33% | 00.0% | Unchanged |
| Shay Capital LLC | 1,020 | $547.9K | 0.16% | +1,020 | New |
| Centiva Capital, LP | 1,024 | $550.0K | 0.03% | −2,439−70.4% | Reduced |
| Cheviot Value Management, LLC | 1,024 | $550.0K | 0.12% | 00.0% | Unchanged |
| VitalStone Financial, LLC | 922 | $551.0K | 0.47% | +795+626.0% | Added |
| Monticello Wealth Management, LLC | 1,028 | $552.2K | 0.06% | +227+28.3% | Added |
| Asio Capital, LLC | 1,031 | $553.8K | 0.15% | −1,625−61.2% | Reduced |
| Beacon Investment Advisors LLC | 1,031 | $553.8K | 0.39% | +7+0.7% | Added |
| Wulff, Hansen & Co. | 1,035 | $555.9K | 0.65% | −850−45.1% | Reduced |
| Financial Engines Advisors L.L.C. | 1,038 | $557.4K | 0.00% | +198+23.6% | Added |
| Wiley Bros.-Aintree Capital, LLC | 1,038 | $557.5K | 0.26% | +227+28.0% | Added |
| RKL Wealth Management LLC | 1,040 | $558.6K | 0.07% | +93+9.8% | Added |
| Gillespie Robinson & Grimm Inc | 1,040 | $558.6K | 0.06% | 00.0% | Unchanged |
| Total Clarity Wealth Management, Inc. | 1,041 | $559.4K | 0.27% | −213−17.0% | Reduced |
| Charter Oak Capital Management, LLC | 1,046 | $561.8K | 0.07% | −8−0.8% | Reduced |
| Concorde Asset Management, LLC | 1,048 | $562.9K | 0.51% | +35+3.5% | Added |
| Callan Capital, LLC | 1,049 | $563.4K | 0.06% | +247+30.8% | Added |
| BFSG, LLC | 1,050 | $564.0K | 0.09% | +1,050 | New |
| Avion Wealth | 1,054 | $565.0K | 0.16% | +12+1.2% | Added |
| Innova Wealth Partners | 1,055 | $566.7K | 0.51% | 00.0% | Unchanged |
| Carson Advisory Inc. | 1,056 | $567.0K | 0.50% | −9−0.8% | Reduced |
| GEM Asset Management, LLC | 1,057 | $568.0K | 0.45% | 00.0% | Unchanged |
| Elevated Capital Advisors, LLC | 1,060 | $569.4K | 0.19% | −57−5.1% | Reduced |
| Truepoint, Inc. | 1,060 | $569.5K | 0.02% | +1,060 | New |
| Fort Pitt Capital Group, LLC | 1,061 | $569.9K | 0.02% | +269+34.0% | Added |
| Retirement Income Solutions, Inc | 1,064 | $571.5K | 0.16% | 00.0% | Unchanged |
| Loomis Sayles & Co L P | 1,069 | $574.0K | 0.00% | +817+324.2% | Added |
| Roof Eidam & Maycock | 1,070 | $574.7K | 0.19% | 00.0% | Unchanged |
| Navis Wealth Advisors, LLC | 1,072 | $575.9K | 0.83% | 00.0% | Unchanged |
| Hoxton Planning & Management, LLC | 1,072 | $576.0K | 0.37% | −20−1.8% | Reduced |
| WFA of San Diego, LLC | 1,074 | $576.9K | 0.60% | +800+292.0% | Added |
| Eagle Strategies LLC | 1,075 | $577.5K | 0.14% | −19−1.7% | Reduced |
| Antonetti Capital Management LLC | 1,080 | $580.1K | 0.91% | 00.0% | Unchanged |
| Castle Rock Wealth Management, LLC | 1,042 | $580.4K | 0.19% | +23+2.3% | Added |
| Northstar Group, Inc. | 1,085 | $582.8K | 0.14% | −75−6.5% | Reduced |
| Zullo Investment Group, Inc. | 1,085 | $582.8K | 0.34% | +52+5.0% | Added |
| M. Kraus & Co | 1,088 | $584.4K | 0.21% | 00.0% | Unchanged |
| TrueWealth Advisors, LLC | 1,089 | $585.0K | 0.25% | +26+2.4% | Added |
| First United Bank Trust | 1,095 | $588.1K | 0.27% | −75−6.4% | Reduced |
| Regatta Capital Group, LLC | 1,101 | $591.4K | 0.19% | +20+1.9% | Added |
| Stillwater Capital Advisors, LLC | 1,104 | $593.0K | 0.11% | +10+0.9% | Added |
| Paulson Wealth Management Inc. | 1,104 | $593.0K | 0.21% | +258+30.5% | Added |
| Holderness Investments Co | 1,105 | $593.5K | 0.23% | +462+71.9% | Added |
| Quantum Financial Advisors, LLC | 1,108 | $595.1K | 0.17% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 1,109 | $595.8K | 0.30% | +650+141.6% | Added |
| MBA Advisors LLC | 1,110 | $596.2K | 0.37% | −142−11.3% | Reduced |