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 |
|---|---|---|---|---|---|
| Legacy Trust | 1,111 | $596.8K | 0.17% | −15−1.3% | Reduced |
| Security Financial Services, INC. | 1,111 | $596.8K | 0.17% | −9−0.8% | Reduced |
| Black Diamond Financial, LLC | 1,115 | $598.8K | 0.18% | −30−2.6% | Reduced |
| Alliance Wealth Advisors, LLC | 1,115 | $598.9K | 0.22% | +1,115 | New |
| Mount Vernon Associates Inc | 1,120 | $602.0K | 0.67% | −10−0.9% | Reduced |
| Barrett & Company, Inc. | 1,122 | $602.5K | 0.35% | +9+0.8% | Added |
| Capital Analysts, LLC | 1,123 | $603.0K | 0.03% | +78+7.5% | Added |
| Financial Advisory Group | 1,125 | $604.3K | 0.12% | −5−0.4% | Reduced |
| Monarch Capital Management Inc | 1,126 | $604.8K | 0.19% | −50−4.3% | Reduced |
| Ritter Daniher Financial Advisory LLC | 1,126 | $604.8K | 0.26% | +32+2.9% | Added |
| NWF Advisory Services Inc. | 1,126 | $605.1K | 0.14% | −2−0.2% | Reduced |
| LWMG, LLC | 1,127 | $605.3K | 0.17% | +1+0.1% | Added |
| Quantamental Technologies LLC | 1,128 | $605.9K | 0.57% | +1,128 | New |
| Iowa State Bank | 1,130 | $607.0K | 0.16% | 00.0% | Unchanged |
| Janney Capital Management LLC | 1,132 | $608.0K | 0.05% | −7−0.6% | Reduced |
| Dock Street Asset Management Inc | 1,134 | $609.1K | 0.11% | −211−15.7% | Reduced |
| Albion Financial Group | 1,135 | $609.6K | 0.06% | +9+0.8% | Added |
| Strategic Advisors LLC | 1,144 | $614.5K | 0.12% | +55+5.1% | Added |
| Tevis Investment Management | 1,145 | $615.1K | 0.62% | −243−17.5% | Reduced |
| HCR Wealth Advisors | 1,146 | $615.3K | 0.13% | −113−9.0% | Reduced |
| Azzad Asset Management Inc | 1,146 | $615.7K | 0.09% | +106+10.2% | Added |
| American Trust Investment Advisors, LLC | 1,148 | $616.6K | 0.34% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 1,149 | $617.2K | 0.05% | +840+271.8% | Added |
| Sterling Investment Counsel, LLC | 1,150 | $617.7K | 0.35% | 00.0% | Unchanged |
| Bouchey Financial Group Ltd | 1,153 | $619.5K | 0.08% | +1,153 | New |
| McDonald Partners LLC | 1,155 | $620.4K | 0.20% | +55+5.0% | Added |
| Aprio Wealth Management, LLC | 1,156 | $621.1K | 0.17% | +178+18.2% | Added |
| Fingerlakes Wealth Management, Inc. | 1,157 | $621.5K | 0.76% | +2+0.2% | Added |
| Wealth Architects, LLC | 1,160 | $623.0K | 0.11% | +57+5.2% | Added |
| Tradition Wealth Management, LLC | 1,164 | $625.0K | 0.07% | +2+0.2% | Added |
| Widmann Financial Services, Inc. | 1,164 | $625.2K | 0.62% | 00.0% | Unchanged |
| Cutler Group LP | 1,171 | $628.0K | 0.10% | −231−16.5% | Reduced |
| Old Port Advisors | 1,170 | $628.3K | 0.23% | +1,170 | New |
| Altrius Capital Management Inc | 1,170 | $628.4K | 0.19% | −93−7.4% | Reduced |
| Tucker Asset Management LLC | 1,170 | $628.4K | 0.17% | +344+41.6% | Added |
| Peak Planning Group, LLC | 1,176 | $631.6K | 0.49% | 00.0% | Unchanged |
| Arbor Trust Wealth Advisors, LLC | 1,181 | $634.4K | 0.42% | −35−2.9% | Reduced |
| Founders Financial Securities LLC | 1,181 | $634.5K | 0.08% | −172−12.7% | Reduced |
| Clearwater Capital Advisors, LLC | 1,187 | $637.6K | 0.08% | −60−4.8% | Reduced |
| Financial Partners Group, Inc | 1,079 | $637.8K | 0.13% | −40−3.6% | Reduced |
| Exchange Capital Management, Inc. | 1,193 | $640.6K | 0.12% | 00.0% | Unchanged |
| Triad Financial Advisors, Inc. | 1,196 | $642.4K | 0.23% | +73+6.5% | Added |
| CoreFirst Bank & Trust | 1,200 | $644.6K | 0.46% | 00.0% | Unchanged |
| Liberty Wealth Management LLC | 1,201 | $645.0K | 0.16% | −16−1.3% | Reduced |
| FLC Capital Advisors | 1,202 | $645.6K | 0.20% | −66−5.2% | Reduced |
| Silverlake Wealth Management LLC | 1,204 | $646.8K | 0.36% | −40−3.2% | Reduced |
| Peloton Wealth Strategists | 1,204 | $647.0K | 0.30% | 00.0% | Unchanged |
| 1776 Wealth LLC | 1,206 | $647.8K | 0.34% | 00.0% | Unchanged |
| Godsey & Gibb Associates | 1,207 | $648.3K | 0.08% | −15−1.2% | Reduced |
| Talisman Wealth Advisors LLC | 1,209 | $649.3K | 1.12% | −3−0.2% | Reduced |
| LaSalle St. Investment Advisors, LLC | 1,213 | $651.0K | 0.32% | +228+23.1% | Added |
| Latitude Advisors, LLC | 1,214 | $651.8K | 0.47% | +30+2.5% | Added |
| Successful Portfolios LLC | 1,214 | $652.1K | 0.58% | +5+0.4% | Added |
| Balboa Wealth Partners | 1,216 | $653.1K | 0.25% | −434−26.3% | Reduced |
| Washington Trust Advisors, Inc. | 1,216 | $653.2K | 0.07% | −65−5.1% | Reduced |
| Salvus Wealth Management, LLC | 1,216 | $653.3K | 0.52% | +54+4.6% | Added |
| V Wealth Advisors LLC | 1,217 | $653.6K | 0.53% | −1,742−58.9% | Reduced |
| Lantz Financial LLC | 1,219 | $654.8K | 0.26% | +109+9.8% | Added |
| Waterfront Wealth Inc. | 1,133 | $655.7K | 0.21% | −1,774−61.0% | Reduced |
| Rollins Financial | 1,223 | $656.7K | 0.16% | +586+92.0% | Added |
| Evanson Asset Management, LLC | 1,223 | $656.8K | 0.06% | +12+1.0% | Added |
| PBMares Wealth Management LLC | 1,224 | $657.4K | 0.24% | 00.0% | Unchanged |
| CFO4Life Group, LLC | 1,224 | $657.4K | 0.15% | +426+53.4% | Added |
| Pacific Capital Partners Ltd | 1,224 | $657.4K | 0.40% | +1,224 | New |
| Exchange Bank | 1,225 | $658.0K | 0.63% | −79−6.1% | Reduced |
| Ikarian Capital, LLC | 1,227 | $659.1K | 0.24% | +1,227 | New |
| McRae Capital Management Inc | 1,231 | $661.2K | 0.20% | −165−11.8% | Reduced |
| Tilia Fiduciary Partners, Inc. | 1,235 | $663.2K | 0.69% | −19−1.5% | Reduced |
| Tactive Advisors, LLC | 1,235 | $663.4K | 0.57% | +1,235 | New |
| Bank of New Hampshire | 1,237 | $664.4K | 0.20% | −11−0.9% | Reduced |
| Renaissance Investment Group LLC | 1,240 | $666.0K | 0.19% | 00.0% | Unchanged |
| Klingman & Associates, LLC | 1,240 | $666.0K | 0.05% | −65−5.0% | Reduced |
| Transamerica Financial Advisors, Inc. | 1,241 | $667.0K | 0.09% | +2+0.2% | Added |
| Pegasus Partners Ltd. | 1,244 | $668.2K | 0.09% | +11+0.9% | Added |
| Glassman Wealth Services | 1,244 | $668.2K | 0.11% | +31+2.6% | Added |
| St Germain D J Co Inc | 1,246 | $669.3K | 0.04% | −456−26.8% | Reduced |
| First National Bank Sioux Falls | 1,247 | $669.8K | 0.40% | 00.0% | Unchanged |
| Thrive Wealth Management, LLC | 1,249 | $670.8K | 0.18% | −273−17.9% | Reduced |
| Granite FO LLC | 1,250 | $671.4K | 0.47% | −175−12.3% | Reduced |
| Kanawha Capital Management LLC | 1,250 | $671.4K | 0.07% | −110−8.1% | Reduced |
| Miller Investment Management, LP | 1,250 | $671.4K | 0.11% | 00.0% | Unchanged |
| DRW Securities, LLC | 1,252 | $672.0K | 0.05% | −752−37.5% | Reduced |
| Revolve Wealth Partners, LLC | 1,252 | $672.5K | 0.16% | +93+8.0% | Added |
| Continuum Advisory, LLC | 1,256 | $674.5K | 0.11% | −286−18.5% | Reduced |
| Hummer Financial Advisory Services Inc | 1,259 | $676.2K | 0.69% | 00.0% | Unchanged |
| Bridgeworth, LLC | 1,262 | $677.6K | 0.07% | 00.0% | Unchanged |
| Oxbow Advisors, LLC | 1,263 | $678.6K | 0.11% | +418+49.5% | Added |
| Charles Schwab Trust Co | 1,264 | $679.1K | 0.08% | +507+67.0% | Added |
| Wealth Quarterback LLC | 1,268 | $680.9K | 0.59% | −27−2.1% | Reduced |
| Valley Brook Capital Group | 1,271 | $682.7K | 0.67% | 00.0% | Unchanged |
| Baldwin Brothers Inc | 1,272 | $683.2K | 0.06% | 00.0% | Unchanged |
| Verus Capital Partners, LLC | 1,274 | $684.3K | 0.10% | −229−15.2% | Reduced |
| RFP Financial Group LLC | 1,275 | $684.5K | 0.30% | −46−3.5% | Reduced |
| AlphaMark Advisors, LLC | 1,276 | $685.0K | 0.29% | −8−0.6% | Reduced |
| Pekin Hardy Strauss, Inc. | 1,277 | $685.9K | 0.11% | +200+18.6% | Added |
| Segment Wealth Management, LLC | 1,278 | $686.5K | 0.07% | +65+5.4% | Added |
| Commerzbank Aktiengesellschaft | 1,279 | $687.0K | 0.03% | +370+40.7% | Added |
| Five Oceans Advisors | 1,280 | $687.5K | 0.44% | 00.0% | Unchanged |
| Hallmark Capital Management Inc | 1,280 | $687.5K | 0.06% | +17+1.3% | Added |
| Friedenthal Financial | 1,282 | $688.6K | 0.47% | −349−21.4% | Reduced |