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 |
|---|---|---|---|---|---|
| Level Four Advisory Services, LLC | 6,803 | $3.65M | 0.24% | −1,098−13.9% | Reduced |
| MRP Capital Investments, LLC | 6,581 | $3.65M | 4.05% | +3,003+83.9% | Added |
| Lowe Brockenbrough & Co Inc | 6,786 | $3.64M | 0.28% | −250−3.6% | Reduced |
| Institute for Wealth Management, LLC. | 6,765 | $3.63M | 0.66% | +76+1.1% | Added |
| GTS Securities LLC | 6,719 | $3.61M | 0.08% | +6,719 | New |
| Cyndeo Wealth Partners, LLC | 6,712 | $3.61M | 0.38% | −443−6.2% | Reduced |
| Sawyer & Company, Inc | 6,710 | $3.60M | 1.68% | +25+0.4% | Added |
| KLCM Advisors, Inc. | 6,686 | $3.59M | 0.68% | +148+2.3% | Added |
| Vision Capital Management, Inc. | 6,684 | $3.59M | 0.66% | −278−4.0% | Reduced |
| Carnegie Capital Asset Management, LLC | 6,675 | $3.59M | 0.14% | −309−4.4% | Reduced |
| Venture Visionary Partners LLC | 6,663 | $3.58M | 0.22% | +235+3.7% | Added |
| DFPG Investments, LLC | 6,033 | $3.57M | 0.33% | +202+3.5% | Added |
| Financial Advocates Investment Management | 6,640 | $3.57M | 0.26% | +1,401+26.7% | Added |
| Cabot Wealth Management Inc | 6,633 | $3.56M | 0.55% | +4,708+244.6% | Added |
| Waddell & Associates, LLC | 6,631 | $3.56M | 0.52% | −25−0.4% | Reduced |
| Investment Partners, Ltd. | 6,628 | $3.56M | 1.87% | −542−7.6% | Reduced |
| Handelsinvest Investeringsforvaltning | 6,625 | $3.56M | 1.24% | −1,078−14.0% | Reduced |
| IAM Advisory, LLC | 6,607 | $3.55M | 1.24% | −300−4.3% | Reduced |
| Bank Hapoalim BM | 6,577 | $3.53M | 0.57% | −1,232−15.8% | Reduced |
| Jeppson Wealth Management, LLC | 6,561 | $3.52M | 1.62% | −862−11.6% | Reduced |
| Carret Asset Management, LLC | 6,557 | $3.52M | 0.49% | −600−8.4% | Reduced |
| Van Leeuwen & Company, LLC | 6,528 | $3.51M | 2.18% | −1,422−17.9% | Reduced |
| PKO Investment Management Joint-Stock Co | 6,500 | $3.49M | 0.47% | 00.0% | Unchanged |
| Graypoint LLC | 6,488 | $3.49M | 0.33% | +723+12.5% | Added |
| Allen Investment Management LLC | 6,488 | $3.48M | 0.05% | +110+1.7% | Added |
| First Business Financial Services, Inc. | 6,467 | $3.47M | 0.44% | +451+7.5% | Added |
| Marble Harbor Investment Counsel, LLC | 6,452 | $3.47M | 0.45% | −338−5.0% | Reduced |
| Proficio Capital Partners LLC | 6,437 | $3.46M | 0.46% | +172+2.7% | Added |
| Armstrong Advisory Group, Inc | 6,417 | $3.45M | 0.38% | −36−0.6% | Reduced |
| Norway Savings Bank | 6,404 | $3.44M | 1.70% | +6,404 | New |
| Highview Capital Management LLC | 6,399 | $3.44M | 1.97% | −69−1.1% | Reduced |
| Jackson Wealth Management, LLC | 6,399 | $3.44M | 0.49% | +47+0.7% | Added |
| Prelude Capital Management, LLC | 6,388 | $3.43M | 0.31% | −940−12.8% | Reduced |
| RSM US Wealth Management LLC | 6,386 | $3.43M | 0.12% | −48−0.7% | Reduced |
| Redwood Investment Management, LLC | 6,364 | $3.42M | 0.30% | +3,898+158.1% | Added |
| Phoenix Holdings Ltd. | 6,350 | $3.42M | 0.06% | +1,083+20.6% | Added |
| Alphadyne Asset Management LP | 6,342 | $3.41M | 1.64% | +5,322+521.8% | Added |
| MidWestOne Financial Group, Inc. | 6,305 | $3.39M | 0.77% | 00.0% | Unchanged |
| Haverford Trust Co | 6,279 | $3.37M | 0.04% | −166−2.6% | Reduced |
| LJI Wealth Management, LLC | 6,278 | $3.37M | 0.97% | −139,269−95.7% | Reduced |
| Harbour Investments, Inc. | 6,276 | $3.37M | 0.17% | −550−8.1% | Reduced |
| Boston Family Office LLC | 6,254 | $3.36M | 0.28% | −948−13.2% | Reduced |
| Draper Asset Management, LLC | 6,253 | $3.36M | 3.57% | +145+2.4% | Added |
| NorthCrest Asset Manangement, LLC | 6,247 | $3.36M | 0.14% | +233+3.9% | Added |
| Strategy Asset Managers LLC | 6,246 | $3.35M | 0.88% | −592−8.7% | Reduced |
| Wellington Shields Capital Management, LLC | 6,244 | $3.35M | 0.44% | −100−1.6% | Reduced |
| XTX Topco Ltd | 6,231 | $3.35M | 0.57% | +6,231 | New |
| Beaumont Financial Advisors, LLC | 6,227 | $3.34M | 0.33% | −69−1.1% | Reduced |
| ZWJ Investment Counsel Inc | 6,220 | $3.34M | 0.19% | +162+2.7% | Added |
| Capital Asset Advisory Services LLC | 5,517 | $3.34M | 0.23% | +267+5.1% | Added |
| Capstone Investment Advisors, LLC | 6,200 | $3.33M | 0.09% | +6,200 | New |
| Fifth Third Wealth Advisors LLC | 6,195 | $3.33M | 1.34% | +3,295+113.6% | Added |
| Chicago Trust Co NA | 6,147 | $3.30M | 0.83% | +71+1.2% | Added |
| Affinity Capital Advisors, LLC | 6,144 | $3.30M | 0.91% | +28+0.5% | Added |
| Massmutual Trust Co FSB | 6,133 | $3.29M | 0.12% | −739−10.8% | Reduced |
| Qsemble Capital Management, LP | 6,125 | $3.29M | 0.61% | +6,125 | New |
| Allen Mooney & Barnes Investment Advisors LLC | 6,109 | $3.28M | 0.70% | +20.0% | Added |
| Pearl River Capital, LLC | 6,094 | $3.27M | 0.51% | +6,094 | New |
| Northwest Bancshares, Inc. | 6,081 | $3.27M | 0.63% | +268+4.6% | Added |
| Freedom Day Solutions, LLC | 6,079 | $3.26M | 1.43% | −574−8.6% | Reduced |
| Romano Brothers and Company | 6,053 | $3.25M | 0.51% | +112+1.9% | Added |
| Penserra Capital Management LLC | 6,056 | $3.25M | 0.07% | +940+18.4% | Added |
| Mach-1 Financial Group, Inc. | 6,019 | $3.23M | 1.36% | −172−2.8% | Reduced |
| RFG Advisory, LLC | 6,016 | $3.23M | 0.14% | +1,436+31.4% | Added |
| Aaron Wealth Advisors | 6,012 | $3.23M | 0.42% | +685+12.9% | Added |
| Householder Group Estate & Retirement Specialist, LLC | 6,010 | $3.23M | 1.16% | +6,010 | New |
| StoneX Group Inc. | 6,008 | $3.23M | 0.35% | +66+1.1% | Added |
| Parametrica Management Ltd | 5,993 | $3.22M | 5.42% | −1,782−22.9% | Reduced |
| Oxler Private Wealth LLC | 5,986 | $3.22M | 1.62% | −42−0.7% | Reduced |
| Owen LaRue, LLC | 5,987 | $3.22M | 3.54% | +2,148+56.0% | Added |
| EPG Wealth Management LLC | 5,970 | $3.21M | 0.97% | −184−3.0% | Reduced |
| Wealthspire Advisors, LLC | 5,953 | $3.20M | 0.05% | +2,319+63.8% | Added |
| Hamilton Point Investment Advisors, LLC | 5,946 | $3.19M | 0.79% | +10.0% | Added |
| Ayrshire Capital Management LLC | 5,936 | $3.19M | 2.06% | +5,936 | New |
| Global Wealth Management Investment Advisory, Inc. | 5,888 | $3.16M | 0.89% | −739−11.2% | Reduced |
| Schnieders Capital Management LLC | 5,882 | $3.16M | 0.71% | +2,698+84.7% | Added |
| Carl P. Sherr & Co., LLC | 5,873 | $3.15M | 2.14% | −20−0.3% | Reduced |
| First National Advisers, LLC | 5,857 | $3.15M | 1.40% | +1,509+34.7% | Added |
| Penobscot Investment Management Company, Inc. | 5,828 | $3.13M | 0.43% | +3,143+117.1% | Added |
| Principle Wealth Partners LLC | 5,802 | $3.12M | 0.31% | +161+2.9% | Added |
| Bard Financial Services, Inc. | 5,800 | $3.12M | 0.39% | +50+0.9% | Added |
| Kirr Marbach & Co LLC | 5,782 | $3.11M | 0.88% | +88+1.5% | Added |
| Sym Financial Corp | 5,777 | $3.10M | 0.55% | +175+3.1% | Added |
| CoreCap Advisors, LLC | 5,776 | $3.10M | 0.22% | +2,705+88.1% | Added |
| Wealthcare Advisory Partners LLC | 5,775 | $3.10M | 0.14% | +154+2.7% | Added |
| Hurlow Wealth Management Group, Inc. | 5,766 | $3.10M | 1.35% | −20−0.3% | Reduced |
| V-Square Quantitative Management LLC | 5,760 | $3.09M | 1.36% | +837+17.0% | Added |
| Arrow Financial Corp | 5,749 | $3.09M | 0.36% | +2,405+71.9% | Added |
| NVWM, LLC | 5,727 | $3.08M | 1.01% | −220−3.7% | Reduced |
| Telos Capital Management, Inc. | 5,701 | $3.06M | 0.43% | 00.0% | Unchanged |
| Consolidated Portfolio Review Corp | 5,692 | $3.06M | 0.74% | −18−0.3% | Reduced |
| Oak Harvest Investment Services | 5,686 | $3.05M | 0.65% | −1,081−16.0% | Reduced |
| Guardian Wealth Management, Inc. | 5,680 | $3.05M | 2.86% | +774+15.8% | Added |
| Parthenon LLC | 5,667 | $3.04M | 0.46% | 00.0% | Unchanged |
| Aquatic Capital Management LLC | 5,640 | $3.03M | 0.13% | +5,640 | New |
| Grove Bank & Trust | 5,636 | $3.03M | 0.62% | +511+10.0% | Added |
| Nations Financial Group Inc, | 5,604 | $3.01M | 0.30% | +3,931+235.0% | Added |
| Winton Group Ltd | 5,604 | $3.01M | 0.25% | −3,545−38.7% | Reduced |
| David R. Rahn & Associates Inc. | 5,600 | $3.01M | 1.53% | 00.0% | Unchanged |
| InterOcean Capital Group, LLC | 5,587 | $3.00M | 0.09% | +18+0.3% | Added |