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 $942.7B 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
- 2,978
- +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
- 1,086 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 | $942.7B |
| Q1 2026 | 4,391 | $712.9B |
| Q4 2025 | 4,452 | $843.2B |
| Q3 2025 | 3,904 | $583.5B |
| Q2 2025 | 3,914 | $610.1B |
| Q1 2025 | 3,928 | $688.4B |
| Q4 2024 | 3,913 | $602.9B |
| Q3 2024 | 3,666 | $687.4B |
| Q2 2024 | 3,571 | $707.0B |
| Q1 2024 | 3,465 | $607.2B |
| Q4 2023 | 3,276 | $457.2B |
| Q3 2023 | 2,978 | $421.9B |
| Q2 2023 | 2,818 | $366.7B |
| Q1 2023 | 2,619 | $269.7B |
| Q4 2022 | 2,672 | $288.4B |
| Q3 2022 | 2,489 | $256.1B |
| Q2 2022 | 2,450 | $255.6B |
| Q1 2022 | 2,349 | $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 |
|---|---|---|---|---|---|
| Meeder Advisory Services, Inc. | 10,624 | $5.71M | 0.72% | −603−5.4% | Reduced |
| Evergreen Capital Management LLC | 10,545 | $5.66M | 0.25% | −236−2.2% | Reduced |
| GM Advisory Group, Inc. | 10,529 | $5.66M | 0.46% | −440−4.0% | Reduced |
| Quadrant Capital Group LLC | 10,515 | $5.65M | 0.57% | +897+9.3% | Added |
| Montecito Bank & Trust | 10,493 | $5.64M | 1.32% | +183+1.8% | Added |
| Daymark Wealth Partners, LLC | 10,482 | $5.63M | 0.39% | +583+5.9% | Added |
| Sowell Financial Services LLC | 10,478 | $5.63M | 0.35% | +116+1.1% | Added |
| Quest Investment Management LLC | 10,461 | $5.62M | 0.79% | +7,255+226.3% | Added |
| Signet Financial Management, LLC | 10,415 | $5.59M | 0.92% | −235−2.2% | Reduced |
| Reynders McVeigh Capital Management, LLC | 10,407 | $5.59M | 0.38% | +1,213+13.2% | Added |
| Leelyn Smith, LLC | 10,396 | $5.58M | 1.36% | −1,722−14.2% | Reduced |
| Old Second National Bank of Aurora | 10,393 | $5.58M | 1.70% | −269−2.5% | Reduced |
| Boston Common Asset Management, LLC | 10,391 | $5.58M | 0.13% | +4,253+69.3% | Added |
| First City Capital Management, Inc. | 10,370 | $5.57M | 3.50% | −1,732−14.3% | Reduced |
| Private Trust Co NA | 10,335 | $5.55M | 0.73% | +64+0.6% | Added |
| Lake Street Advisors Group, LLC | 10,325 | $5.55M | 0.33% | −232−2.2% | Reduced |
| Nilsine Partners, LLC | 10,324 | $5.55M | 0.84% | −142−1.4% | Reduced |
| Mutual Advisors, LLC | 10,303 | $5.53M | 0.22% | −2,418−19.0% | Reduced |
| Herbst Group, LLC | 10,290 | $5.53M | 3.95% | −973−8.6% | Reduced |
| CAPROCK Group, Inc. | 10,285 | $5.53M | 0.42% | +159+1.6% | Added |
| Smithbridge Asset Management Inc | 10,279 | $5.52M | 1.37% | −687−6.3% | Reduced |
| Great Diamond Partners, LLC | 10,278 | $5.52M | 1.49% | +46+0.4% | Added |
| Chesapeake Asset Management LLC | 10,262 | $5.51M | 5.37% | +207+2.1% | Added |
| Hunter Associates Investment Management LLC | 10,169 | $5.46M | 1.11% | +69+0.7% | Added |
| Family Legacy, Inc. | 10,158 | $5.46M | 2.28% | −344−3.3% | Reduced |
| Morgens Waterfall Vintiadis & Co Inc | 10,100 | $5.43M | 4.40% | −700−6.5% | Reduced |
| Foundations Investment Advisors, LLC | 10,040 | $5.39M | 0.17% | +2,949+41.6% | Added |
| Bridges Investment Management Inc | 10,026 | $5.39M | 0.19% | −30−0.3% | Reduced |
| Sarasin & Partners LLP | 10,011 | $5.38M | 0.07% | +10,011 | New |
| Clarkston Capital Partners, LLC | 10,000 | $5.37M | 0.11% | 00.0% | Unchanged |
| Avalon Global Asset Management LLC | 10,000 | $5.37M | 2.60% | 00.0% | Unchanged |
| Sanders Morris Harris LLC | 9,976 | $5.33M | 1.10% | −19−0.2% | Reduced |
| Quilter Plc | 5,344 | $5.33M | 0.30% | +624+13.2% | Added |
| Blue Fin Capital, Inc. | 9,901 | $5.32M | 1.55% | +86+0.9% | Added |
| Waters Parkerson & Co., LLC | 9,895 | $5.32M | 0.32% | −153−1.5% | Reduced |
| Geneos Wealth Management Inc. | 9,879 | $5.31M | 0.27% | +89+0.9% | Added |
| Leonteq Securities AG | 9,876 | $5.30M | 0.56% | +408+4.3% | Added |
| Icon Wealth Partners, LLC | 9,836 | $5.28M | 0.60% | +111+1.1% | Added |
| Boothe Investment Group, Inc. | 9,786 | $5.26M | 2.65% | −2,568−20.8% | Reduced |
| Harbor Investment Advisory, LLC | 9,731 | $5.23M | 0.68% | +340+3.6% | Added |
| Summit Global Investments | 9,730 | $5.23M | 0.35% | −329−3.3% | Reduced |
| Institutional & Family Asset Management, LLC | 9,717 | $5.22M | 0.86% | −2,373−19.6% | Reduced |
| Washington Trust Bank | 9,682 | $5.20M | 0.54% | 00.0% | Unchanged |
| Stableford Capital II LLC | 9,141 | $5.19M | 2.39% | −4,028−30.6% | Reduced |
| Ingalls & Snyder LLC | 9,631 | $5.17M | 0.25% | +1,280+15.3% | Added |
| Merit Financial Group, LLC | 9,558 | $5.13M | 0.17% | +234+2.5% | Added |
| Empire Financial Management Company, LLC | 9,531 | $5.12M | 2.23% | −1,434−13.1% | Reduced |
| Syon Capital LLC | 9,514 | $5.11M | 0.64% | +9,514 | New |
| Equitable Holdings, Inc. | 9,495 | $5.10M | 0.07% | −59−0.6% | Reduced |
| J.W. Cole Advisors, Inc. | 9,466 | $5.08M | 0.37% | −488−4.9% | Reduced |
| SageView Advisory Group, LLC | 9,444 | $5.07M | 0.29% | +67+0.7% | Added |
| Strong Tower Advisory Services | 9,428 | $5.06M | 2.53% | +44+0.5% | Added |
| Smithfield Trust Co | 9,336 | $5.02M | 0.31% | +22+0.2% | Added |
| Western Wealth Management, LLC | 9,334 | $5.01M | 0.42% | +427+4.8% | Added |
| Pitcairn Co | 9,284 | $4.99M | 0.42% | +1,686+22.2% | Added |
| Evexia Wealth LLC | 8,480 | $4.97M | 2.52% | +8,480 | New |
| Connable Office Inc | 9,226 | $4.96M | 0.68% | −1,261−12.0% | Reduced |
| Crew Capital Management, Ltd. | 9,221 | $4.95M | 5.33% | −295−3.1% | Reduced |
| We Are One Seven, LLC | 9,170 | $4.93M | 0.38% | +980+12.0% | Added |
| Walleye Trading LLC | 9,147 | $4.91M | 0.11% | +9,147 | New |
| LGT Fund Management Co Ltd. | 9,120 | $4.91M | 2.39% | −2,380−20.7% | Reduced |
| Madden Securities Corp | 9,120 | $4.90M | 2.77% | −2,990−24.7% | Reduced |
| North Star Investment Management Corp. | 9,118 | $4.90M | 0.41% | −205−2.2% | Reduced |
| NBT Bank N A | 9,116 | $4.90M | 0.47% | +1,635+21.9% | Added |
| Brighton Jones LLC | 9,097 | $4.89M | 0.25% | +576+6.8% | Added |
| Geneva Partners, LLC | 9,084 | $4.88M | 3.24% | +3,839+73.2% | Added |
| Forum Financial Management, LP | 9,073 | $4.87M | 0.11% | +55+0.6% | Added |
| Apollon Wealth Management, LLC | 9,070 | $4.87M | 0.24% | −1,694−15.7% | Reduced |
| Trust Asset Management LLC | 9,069 | $4.87M | 0.52% | 00.0% | Unchanged |
| Enterprise Bank & Trust Co | 9,061 | $4.87M | 2.01% | −299−3.2% | Reduced |
| TRUE Private Wealth Advisors | 9,056 | $4.86M | 0.68% | −562−5.8% | Reduced |
| Abbrea Capital, LLC | 9,043 | $4.86M | 0.77% | −218−2.4% | Reduced |
| Cigna Investments Inc | 8,997 | $4.83M | 1.11% | −1,092−10.8% | Reduced |
| Centre Asset Management, LLC | 8,983 | $4.83M | 1.18% | −306−3.3% | Reduced |
| Ibex Wealth Advisors | 8,968 | $4.82M | 1.23% | +8,968 | New |
| Sustainable Insight Capital Management, LLC | 8,957 | $4.81M | 4.72% | −1,271−12.4% | Reduced |
| Larson Financial Group LLC | 8,947 | $4.81M | 0.47% | +5,027+128.2% | Added |
| Bensler, LLC | 8,932 | $4.80M | 0.92% | +1,218+15.8% | Added |
| Everett Harris & Co | 8,924 | $4.79M | 0.07% | +11+0.1% | Added |
| Desjardins Global Asset Management Inc. | 8,912 | $4.79M | 0.52% | −3,026−25.3% | Reduced |
| Waycross Partners, LLC | 8,900 | $4.78M | 1.06% | −2,950−24.9% | Reduced |
| Equitable Trust Co | 8,900 | $4.78M | 0.40% | +175+2.0% | Added |
| Zions Bancorporation, N.A. | 8,876 | $4.77M | 0.42% | +630+7.6% | Added |
| Quantbot Technologies LP | 8,874 | $4.77M | 0.32% | +621+7.5% | Added |
| Wolverine Asset Management LLC | 8,864 | $4.76M | 0.09% | +8,864 | New |
| Harvest Fund Management Co., Ltd | 8,849 | $4.75M | 0.83% | +1,060+13.6% | Added |
| Platte River Wealth Advisors, LLC | 8,828 | $4.74M | 1.73% | −52−0.6% | Reduced |
| Duff & Phelps Investment Management Co | 8,814 | $4.73M | 0.06% | +216+2.5% | Added |
| Columbia Asset Management | 8,803 | $4.73M | 1.05% | +1,025+13.2% | Added |
| Greylin Investment Mangement Inc | 8,800 | $4.73M | 0.85% | −5,585−38.8% | Reduced |
| Rothschild Investment Corp | 8,766 | $4.71M | 0.40% | +171+2.0% | Added |
| Prairie Sky Financial Group LLC | 8,747 | $4.70M | 3.31% | +10+0.1% | Added |
| Baldwin Investment Management, LLC | 8,741 | $4.70M | 0.79% | −279−3.1% | Reduced |
| American National Bank | 8,678 | $4.66M | 0.79% | −578−6.2% | Reduced |
| Moran Wealth Management, LLC | 8,648 | $4.65M | 0.18% | +500+6.1% | Added |
| Kingfisher Capital LLC | 8,615 | $4.63M | 1.26% | +43+0.5% | Added |
| Howard Capital Management Inc. | 8,609 | $4.62M | 0.62% | +306+3.7% | Added |
| FRG Family Wealth Advisors LLC | 8,601 | $4.62M | 1.04% | +13+0.2% | Added |
| Lighthouse Investment Partners, LLC | 8,568 | $4.60M | 0.27% | +8,568 | New |
| Two Sigma Securities, LLC | 8,567 | $4.60M | 0.21% | +7,623+807.5% | Added |