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 |
|---|---|---|---|---|---|
| Alpha DNA Investment Management LLC | 5,577 | $3.00M | 1.93% | −568−9.2% | Reduced |
| Lindbrook Capital, LLC | 5,573 | $2.99M | 0.33% | +310+5.9% | Added |
| Leavell Investment Management, Inc. | 5,550 | $2.98M | 0.21% | +802+16.9% | Added |
| Sabal Trust CO | 5,549 | $2.98M | 0.20% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 5,548 | $2.98M | 0.11% | +1,068+23.8% | Added |
| Decatur Capital Management, Inc. | 5,530 | $2.97M | 2.14% | 00.0% | Unchanged |
| Lumbard & Kellner, LLC | 5,519 | $2.96M | 1.97% | 00.0% | Unchanged |
| Welch Group, LLC | 5,517 | $2.96M | 0.18% | +48+0.9% | Added |
| Punch & Associates Investment Management, Inc. | 5,513 | $2.96M | 0.19% | 00.0% | Unchanged |
| Close Asset Management Ltd | 5,502 | $2.96M | 0.15% | +1,099+25.0% | Added |
| Erste Asset Management GmbH | 5,427 | $2.95M | 0.05% | +1,079+24.8% | Added |
| Texas Yale Capital Corp. | 5,490 | $2.95M | 0.13% | −3,008−35.4% | Reduced |
| Wexford Capital LP | 5,476 | $2.94M | 0.67% | +5,476 | New |
| Hudson Canyon Capital Management | 5,475 | $2.94M | 2.41% | −517−8.6% | Reduced |
| Van Strum & Towne Inc. | 5,475 | $2.94M | 1.24% | 00.0% | Unchanged |
| Appleton Partners Inc | 5,474 | $2.94M | 0.26% | −522−8.7% | Reduced |
| Hoylecohen, LLC | 5,418 | $2.91M | 0.27% | −77−1.4% | Reduced |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 5,414 | $2.91M | 0.70% | −343−6.0% | Reduced |
| Financial Advisory Service, Inc. | 5,408 | $2.90M | 0.31% | +140+2.7% | Added |
| Valley National Advisers Inc | 5,399 | $2.90M | 0.51% | −7−0.1% | Reduced |
| First Citizens Financial Corp | 5,379 | $2.89M | 2.04% | −238−4.2% | Reduced |
| Invesco, LLC | 5,377 | $2.89M | 1.45% | +421+8.5% | Added |
| Marshall Financial Group LLC | 5,375 | $2.89M | 1.04% | −158−2.9% | Reduced |
| Courier Capital LLC | 5,353 | $2.88M | 0.24% | −82−1.5% | Reduced |
| AlphaStar Capital Management, LLC | 5,347 | $2.87M | 0.36% | −4,436−45.3% | Reduced |
| Clifford Swan Investment Counsel LLC | 5,332 | $2.86M | 0.12% | +18+0.3% | Added |
| Howland Capital Management LLC | 5,330 | $2.86M | 0.17% | −495−8.5% | Reduced |
| Ironwood Financial, llc | 5,330 | $2.86M | 0.77% | 00.0% | Unchanged |
| Boston Financial Mangement LLC | 5,318 | $2.86M | 0.11% | −35−0.7% | Reduced |
| Advisors Capital Management, LLC | 5,312 | $2.85M | 0.07% | +235+4.6% | Added |
| Legacy Bridge, LLC | 5,313 | $2.85M | 2.03% | 00.0% | Unchanged |
| Tiedemann Advisors, LLC | 5,308 | $2.85M | 0.12% | +4,739+832.9% | Added |
| Farther Finance Advisors, LLC | 5,294 | $2.84M | 0.45% | +1,743+49.1% | Added |
| Allworth Financial LP | 5,288 | $2.84M | 0.02% | +672+14.6% | Added |
| Focus Financial Network, Inc. | 5,285 | $2.84M | 0.16% | +178+3.5% | Added |
| Fundamentun, LLC | 5,284 | $2.84M | 0.42% | +1,665+46.0% | Added |
| Wealthquest Corp | 5,284 | $2.84M | 0.35% | +426+8.8% | Added |
| Pinnacle Bancorp, Inc. | 5,278 | $2.83M | 1.01% | −1,551−22.7% | Reduced |
| Folger Nolan Fleming Douglas Capital Management, Inc | 5,266 | $2.83M | 0.33% | −50−0.9% | Reduced |
| Flagship Harbor Advisors, LLC | 5,263 | $2.83M | 0.24% | −13−0.2% | Reduced |
| Magnus Financial Group LLC | 5,255 | $2.82M | 0.41% | +52+1.0% | Added |
| Humankind Investments LLC | 5,241 | $2.82M | 1.17% | −1,252−19.3% | Reduced |
| Moloney Securities Asset Management, LLC | 5,233 | $2.81M | 0.51% | −38−0.7% | Reduced |
| Ifrah Financial Services, Inc. | 5,212 | $2.80M | 0.87% | −112−2.1% | Reduced |
| Patton Fund Management, Inc. | 5,212 | $2.80M | 0.76% | −3,605−40.9% | Reduced |
| JT Stratford LLC | 5,202 | $2.79M | 0.72% | −479−8.4% | Reduced |
| VGI Partners Ltd | 5,200 | $2.79M | 0.62% | −5,700−52.3% | Reduced |
| Graphene Investments SAS | 5,200 | $2.79M | 1.96% | −1,800−25.7% | Reduced |
| Horizon Kinetics Asset Management LLC | 5,177 | $2.78M | 0.06% | −260−4.8% | Reduced |
| NorthRock Partners, LLC | 5,174 | $2.78M | 0.29% | +1,119+27.6% | Added |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 5,170 | $2.78M | 0.11% | +1,193+30.0% | Added |
| Meritage Portfolio Management | 5,169 | $2.78M | 0.20% | +69+1.4% | Added |
| Wolf Group Capital Advisors | 5,167 | $2.78M | 1.31% | −278−5.1% | Reduced |
| PEAK6 Investments LLC | 5,133 | $2.76M | 0.13% | −4,538−46.9% | Reduced |
| 9258 Wealth Management, LLC | 5,132 | $2.76M | 0.54% | −180−3.4% | Reduced |
| Market Street Wealth Management Advisors LLC | 5,129 | $2.75M | 0.70% | −497−8.8% | Reduced |
| Cape Cod Five Cents Savings Bank | 5,126 | $2.75M | 0.15% | +2,583+101.6% | Added |
| United Asset Strategies, Inc. | 5,114 | $2.75M | 0.36% | −500−8.9% | Reduced |
| Fort Sheridan Advisors LLC | 5,111 | $2.75M | 0.62% | −80−1.5% | Reduced |
| Schulhoff & Co Inc | 5,110 | $2.74M | 1.39% | −65−1.3% | Reduced |
| Peddock Capital Advisors, LLC | 5,107 | $2.74M | 0.91% | +10+0.2% | Added |
| Probity Advisors, Inc. | 5,101 | $2.74M | 0.63% | −149−2.8% | Reduced |
| Heartland Bank & Trust Co | 5,098 | $2.74M | 2.16% | −419−7.6% | Reduced |
| Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD | 4,967 | $2.72M | 0.58% | 00.0% | Unchanged |
| Silvercrest Asset Management Group LLC | 5,060 | $2.72M | 0.02% | +26+0.5% | Added |
| Gsa Capital Partners LLP | 5,044 | $2.71M | 0.23% | +3,351+197.9% | Added |
| Community Bank, N.A. | 5,021 | $2.70M | 0.38% | −104−2.0% | Reduced |
| Sentry LLC | 5,005 | $2.69M | 0.57% | 00.0% | Unchanged |
| Segantii Capital Management Ltd | 5,000 | $2.69M | 0.10% | +5,000 | New |
| Belpointe Asset Management LLC | 4,998 | $2.69M | 0.28% | −377−7.0% | Reduced |
| Banco de Sabadell, S.A | 4,983 | $2.68M | 2.33% | −382−7.1% | Reduced |
| StrategIQ Financial Group, LLC | 4,992 | $2.68M | 0.31% | −83−1.6% | Reduced |
| Eagle Rock Investment Company, LLC | 4,987 | $2.68M | 0.61% | −440−8.1% | Reduced |
| PDS Planning, Inc | 4,975 | $2.67M | 0.35% | +83+1.7% | Added |
| Joel Isaacson & Co., LLC | 4,973 | $2.67M | 0.18% | +127+2.6% | Added |
| Capital Square, LLC | 4,387 | $2.66M | 3.59% | −4−0.1% | Reduced |
| Simplify Asset Management Inc. | 4,915 | $2.64M | 0.44% | −1,274−20.6% | Reduced |
| Suncoast Equity Management | 4,912 | $2.64M | 0.40% | −494−9.1% | Reduced |
| Stratos Wealth Advisors, LLC | 4,899 | $2.63M | 0.17% | −256−5.0% | Reduced |
| Ipswich Investment Management Co., Inc. | 4,877 | $2.62M | 0.72% | −365−7.0% | Reduced |
| Northeast Financial Consultants Inc | 4,876 | $2.62M | 0.16% | +365+8.1% | Added |
| Nomura Holdings Inc | 4,875 | $2.62M | 0.03% | −10,012−67.3% | Reduced |
| Stokes Family Office, LLC | 4,875 | $2.62M | 0.31% | +245+5.3% | Added |
| Kathmere Capital Management, LLC | 4,869 | $2.62M | 0.39% | +746+18.1% | Added |
| Resonant Capital Advisors, LLC | 4,868 | $2.61M | 0.28% | −102−2.1% | Reduced |
| Guardian Wealth Advisors, LLC | 4,867 | $2.61M | 0.44% | +410+9.2% | Added |
| Wealthsource Partners, LLC | 4,864 | $2.61M | 0.18% | −167−3.3% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 4,863 | $2.61M | 0.18% | −307−5.9% | Reduced |
| High Net Worth Advisory Group LLC | 4,861 | $2.61M | 1.05% | −298−5.8% | Reduced |
| WNY Asset Management, LLC | 4,859 | $2.61M | 0.51% | −5−0.1% | Reduced |
| Legacy Wealth Asset Management, LLC | 4,851 | $2.61M | 0.96% | −324−6.3% | Reduced |
| Fukoku Mutual Life Insurance Co | 4,846 | $2.60M | 0.24% | +346+7.7% | Added |
| Mechanics Bank Trust Department | 4,845 | $2.60M | 0.43% | −460−8.7% | Reduced |
| Invst, LLC | 4,844 | $2.60M | 0.38% | +6+0.1% | Added |
| Somerville Kurt F | 4,841 | $2.60M | 0.52% | −175−3.5% | Reduced |
| Graham Capital Management, L.P. | 4,827 | $2.59M | 0.08% | +4,827 | New |
| Wisconsin Capital Management LLC | 4,789 | $2.57M | 1.70% | +4,789 | New |
| KRS Capital Management, LLC | 4,788 | $2.57M | 2.74% | +57+1.2% | Added |
| First Financial Corp | 4,780 | $2.57M | 1.51% | −59−1.2% | Reduced |
| Wallington Asset Management, LLC | 4,779 | $2.57M | 0.47% | +30+0.6% | Added |