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 |
|---|---|---|---|---|---|
| Moneta Group Investment Advisors LLC | 8,539 | $4.59M | 0.10% | +441+5.4% | Added |
| Duality Advisers, LP | 8,521 | $4.58M | 0.55% | +8,521 | New |
| Asset Dedication, LLC | 8,456 | $4.57M | 0.39% | +166+2.0% | Added |
| Qtron Investments LLC | 8,496 | $4.56M | 0.87% | +547+6.9% | Added |
| Kingswood Wealth Advisors, LLC | 3,907 | $4.56M | 0.78% | +1,981+102.9% | Added |
| S&CO Inc | 8,495 | $4.56M | 0.37% | 00.0% | Unchanged |
| Woodstock Corp | 8,480 | $4.55M | 0.57% | 00.0% | Unchanged |
| Mitchell Sinkler & Starr | 8,457 | $4.54M | 1.40% | +6,198+274.4% | Added |
| Douglass Winthrop Advisors, LLC | 8,387 | $4.50M | 0.11% | −40−0.5% | Reduced |
| First Hawaiian Bank | 8,379 | $4.50M | 0.15% | −359−4.1% | Reduced |
| Team Hewins, LLC | 8,365 | $4.49M | 1.03% | +8,365 | New |
| Crawford Investment Counsel Inc | 8,341 | $4.48M | 0.10% | −231−2.7% | Reduced |
| China Universal Asset Management Co., Ltd. | 8,277 | $4.45M | 1.29% | −3,127−27.4% | Reduced |
| Altfest L J & Co Inc | 8,227 | $4.42M | 0.70% | −39−0.5% | Reduced |
| Horizon Investments, LLC | 8,216 | $4.40M | 0.13% | +366+4.7% | Added |
| Estabrook Capital Management | 8,136 | $4.37M | 0.77% | −749−8.4% | Reduced |
| Investors Asset Management of Georgia Inc | 8,264 | $4.37M | 2.42% | −260−3.1% | Reduced |
| Lifeworks Advisors, LLC | 8,135 | $4.37M | 1.71% | −1,866−18.7% | Reduced |
| Linden Thomas Advisory Services, LLC | 8,115 | $4.36M | 0.97% | −45−0.6% | Reduced |
| Abner Herrman & Brock LLC | 8,110 | $4.36M | 0.67% | +8+0.1% | Added |
| Alcosta Capital Management, Inc. | 8,102 | $4.35M | 3.63% | +31+0.4% | Added |
| Compass Wealth Management LLC | 8,070 | $4.33M | 1.36% | −630−7.2% | Reduced |
| Marshall & Sullivan Inc | 8,006 | $4.30M | 2.51% | 00.0% | Unchanged |
| Black Swift Group, LLC | 8,000 | $4.30M | 1.40% | +5,325+199.1% | Added |
| Fragasso Group Inc. | 7,994 | $4.29M | 0.45% | +923+13.1% | Added |
| Wescott Financial Advisory Group, LLC | 7,992 | $4.29M | 0.78% | +75+0.9% | Added |
| Chatham Capital Group, Inc. | 7,974 | $4.28M | 0.96% | +424+5.6% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 7,380 | $4.28M | 0.05% | +2,702+57.8% | Added |
| Tocqueville Asset Management L.P. | 7,963 | $4.28M | 0.08% | −172−2.1% | Reduced |
| Clarius Group, LLC | 7,937 | $4.26M | 0.41% | −1,665−17.3% | Reduced |
| Northcape Wealth Management, LLC | 7,906 | $4.25M | 1.63% | −30−0.4% | Reduced |
| Next Century Growth Investors LLC | 7,870 | $4.23M | 0.46% | 00.0% | Unchanged |
| Lake Street Financial LLC | 7,740 | $4.21M | 0.76% | +147+1.9% | Added |
| Granite Bay Wealth Management, LLC | 8,019 | $4.21M | 0.04% | +8,019 | New |
| Biechele Royce Advisors | 7,827 | $4.20M | 1.55% | +39+0.5% | Added |
| Simmons Bank | 7,785 | $4.18M | 0.37% | +261+3.5% | Added |
| Aldebaran Capital, LLC | 7,783 | $4.18M | 4.26% | −50−0.6% | Reduced |
| McKinley Carter Wealth Services, Inc. | 7,780 | $4.18M | 0.33% | +7+0.1% | Added |
| Callahan Advisors, LLC | 7,779 | $4.18M | 0.52% | +6,749+655.2% | Added |
| Argus Investors' Counsel, Inc. | 7,768 | $4.17M | 3.01% | +60+0.8% | Added |
| Schear Investment Advisers, LLC | 7,767 | $4.17M | 4.50% | −276−3.4% | Reduced |
| RMB Capital Management, LLC | 7,763 | $4.17M | 0.14% | −164−2.1% | Reduced |
| Signet Investment Advisory Group, Inc. | 7,735 | $4.15M | 2.76% | −152−1.9% | Reduced |
| West Oak Capital, LLC | 7,729 | $4.15M | 2.06% | −263−3.3% | Reduced |
| Smith, Moore & Co. | 7,724 | $4.15M | 0.55% | +50+0.7% | Added |
| Confluence Wealth Services, Inc. | 7,708 | $4.14M | 0.82% | +377+5.1% | Added |
| Whittier Trust Co of Nevada Inc | 7,708 | $4.14M | 0.15% | −15−0.2% | Reduced |
| Deltec Asset Management LLC | 7,700 | $4.14M | 0.94% | −400−4.9% | Reduced |
| Lynch & Associates | 7,684 | $4.13M | 1.09% | −25−0.3% | Reduced |
| Pacific Global Investment Management CO | 7,683 | $4.13M | 0.91% | −300−3.8% | Reduced |
| Mather Group, LLC. | 7,682 | $4.13M | 0.07% | −558−6.8% | Reduced |
| McKinley Capital Management LLC /Delaware | 7,675 | $4.12M | 0.58% | +2,602+51.3% | Added |
| NEOS Investment Management LLC | 7,648 | $4.11M | 0.52% | +7,648 | New |
| Hodges Capital Management Inc. | 7,592 | $4.08M | 0.49% | +7,592 | Added |
| First Nebraska Trust Co | 7,591 | $4.08M | 0.51% | −8−0.1% | Reduced |
| U.S. Capital Wealth Advisors, LLC | 7,570 | $4.07M | 0.18% | −210−2.7% | Reduced |
| Bray Capital Advisors | 7,545 | $4.05M | 1.23% | 00.0% | Unchanged |
| DCF Advisers, LLC | 7,500 | $4.03M | 2.81% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 7,464 | $4.01M | 0.51% | +10+0.1% | Added |
| Buckingham Strategic Partners | 7,441 | $4.00M | 0.19% | +4,207+130.1% | Added |
| Trust Co of Vermont | 7,404 | $3.98M | 0.27% | +57+0.8% | Added |
| Old North State Trust, LLC | 7,397 | $3.97M | 3.10% | +25+0.3% | Added |
| Gotham Asset Management, LLC | 7,386 | $3.97M | 0.08% | +3,891+111.3% | Added |
| Richwood Investment Advisors, LLC | 7,383 | $3.97M | 4.04% | −5−0.1% | Reduced |
| Cullinan Associates Inc | 7,373 | $3.96M | 0.23% | +1,335+22.1% | Added |
| Mengis Capital Management, Inc. | 7,349 | $3.95M | 0.82% | +124+1.7% | Added |
| First National Corp | 7,328 | $3.94M | 1.06% | −66−0.9% | Reduced |
| Legacy Private Trust Co. | 7,317 | $3.93M | 0.34% | +196+2.8% | Added |
| Fiduciary Group LLC | 7,290 | $3.92M | 0.50% | −300−4.0% | Reduced |
| Fiduciary Trust Co | 7,279 | $3.91M | 0.07% | −377−4.9% | Reduced |
| Verdence Capital Advisors LLC | 7,266 | $3.90M | 0.42% | +1,551+27.1% | Added |
| Plimoth Trust Co LLC | 7,262 | $3.90M | 1.22% | −502−6.5% | Reduced |
| Curbstone Financial Management Corp | 7,250 | $3.89M | 0.96% | −270−3.6% | Reduced |
| Mitchell McLeod Pugh & Williams Inc | 7,222 | $3.88M | 1.14% | −99−1.4% | Reduced |
| Trexquant Investment LP | 7,213 | $3.87M | 0.10% | +7,213 | New |
| Mission Wealth Management, LP | 7,187 | $3.86M | 0.15% | −229−3.1% | Reduced |
| Brooktree Capital Management | 7,178 | $3.86M | 3.22% | −496−6.5% | Reduced |
| Exencial Wealth Advisors, LLC | 7,168 | $3.85M | 0.19% | −656−8.4% | Reduced |
| Meridian Wealth Advisors, LLC | 7,167 | $3.85M | 0.96% | −46−0.6% | Reduced |
| Canandaigua National Bank & Trust Co | 7,161 | $3.85M | 0.62% | +765+12.0% | Added |
| Keebeck Wealth Management, LLC | 7,159 | $3.85M | 0.67% | −3,098−30.2% | Reduced |
| Brandywine Oak Private Wealth LLC | 7,120 | $3.82M | 0.45% | +38+0.5% | Added |
| Jones Financial Companies LLLP | 7,057 | $3.79M | 0.01% | −875−11.0% | Reduced |
| Field & Main Bank | 7,054 | $3.79M | 1.77% | +4,905+228.2% | Added |
| Summit Trail Advisors, LLC | 7,051 | $3.79M | 0.14% | +416+6.3% | Added |
| Tower Bridge Advisors | 7,040 | $3.78M | 0.35% | −10.0% | Reduced |
| BOS Asset Management, LLC | 7,001 | $3.76M | 2.76% | −353−4.8% | Reduced |
| Schechter Investment Advisors, LLC | 6,997 | $3.76M | 0.36% | +574+8.9% | Added |
| Redhawk Wealth Advisors, Inc. | 6,986 | $3.75M | 1.25% | +65+0.9% | Added |
| Cladis Investment Advisory, LLC | 6,961 | $3.74M | 3.27% | +44+0.6% | Added |
| Alley Investment Management Company, LLC | 6,959 | $3.74M | 0.63% | +6,959 | New |
| Wealth Alliance | 6,936 | $3.73M | 0.59% | −92−1.3% | Reduced |
| Ancora Advisors, LLC | 6,935 | $3.73M | 0.10% | +198+2.9% | Added |
| Savoie Capital LLC | 6,916 | $3.71M | 0.97% | +6,916 | New |
| Cutter & CO Brokerage, Inc. | 6,906 | $3.71M | 1.08% | −7−0.1% | Reduced |
| Bank of Hawaii | 6,867 | $3.69M | 0.21% | −236−3.3% | Reduced |
| Aft, Forsyth & Company, Inc. | 6,865 | $3.69M | 2.71% | +190+2.8% | Added |
| Pine Valley Investments Ltd Liability Co | 6,835 | $3.67M | 0.35% | +1,910+38.8% | Added |
| Delta Financial Group, Inc. | 6,821 | $3.66M | 1.27% | +6,821 | New |
| Pioneer Trust Bank N A | 6,820 | $3.66M | 1.21% | +4,040+145.3% | Added |