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 |
|---|---|---|---|---|---|
| Lokken Investment Group LLC | 4,760 | $2.56M | 1.68% | −4−0.1% | Reduced |
| Arete Wealth Advisors, LLC | 4,741 | $2.55M | 0.44% | −354−6.9% | Reduced |
| Proequities, Inc. | 4,737 | $2.54M | 0.20% | +339+7.7% | Added |
| Adirondack Trust Co | 4,714 | $2.53M | 1.26% | −77−1.6% | Reduced |
| Capital Investment Advisory Services, LLC | 4,713 | $2.53M | 0.25% | +436+10.2% | Added |
| Sweet Financial Partners, LLC | 4,712 | $2.53M | 0.67% | −126−2.6% | Reduced |
| New England Asset Management Inc | 4,710 | $2.53M | 0.42% | −6,650−58.5% | Reduced |
| Northern Oak Wealth Management Inc | 4,704 | $2.53M | 0.31% | +150+3.3% | Added |
| Fidelis Capital Partners, LLC | 4,700 | $2.52M | 0.86% | +367+8.5% | Added |
| Triangle Securities Wealth Management | 4,678 | $2.51M | 0.89% | −93−1.9% | Reduced |
| Miracle Mile Advisors, LLC | 4,654 | $2.50M | 0.08% | +27+0.6% | Added |
| Arden Trust Co | 4,653 | $2.50M | 0.42% | +35+0.8% | Added |
| American Money Management, LLC | 4,646 | $2.50M | 0.64% | −6−0.1% | Reduced |
| Ropes Wealth Advisors LLC | 4,645 | $2.49M | 0.48% | −736−13.7% | Reduced |
| Carr Financial Group Corp | 4,386 | $2.49M | 0.99% | −84−1.9% | Reduced |
| Sentry Investment Management LLC | 4,630 | $2.49M | 1.19% | −649−12.3% | Reduced |
| Cassaday & Co Wealth Management LLC | 4,618 | $2.48M | 0.10% | +18+0.4% | Added |
| First Foundation Advisors | 4,615 | $2.48M | 0.12% | +262+6.0% | Added |
| Engineers Gate Manager LP | 4,603 | $2.47M | 0.09% | +4,603 | New |
| Tradewinds, LLC. | 4,579 | $2.46M | 1.44% | −10−0.2% | Reduced |
| Archford Capital Strategies, LLC | 4,564 | $2.45M | 0.49% | +36+0.8% | Added |
| Chapin Davis, Inc. | 4,562 | $2.45M | 1.17% | +2,676+141.9% | Added |
| Burton Enright Welch | 4,554 | $2.45M | 0.75% | −630−12.2% | Reduced |
| Dearborn Partners LLC | 4,546 | $2.44M | 0.10% | −134−2.9% | Reduced |
| Pinnacle West Asset Management, Inc. | 4,545 | $2.44M | 2.39% | +95+2.1% | Added |
| West Family Investments, Inc. | 4,542 | $2.44M | 0.85% | −106−2.3% | Reduced |
| Etesian Wealth Advisors, Inc. | 4,529 | $2.43M | 1.64% | −479−9.6% | Reduced |
| Woodmont Investment Counsel LLC | 4,524 | $2.43M | 0.26% | −92−2.0% | Reduced |
| Teza Capital Management LLC | 4,524 | $2.43M | 0.40% | +4,524 | New |
| Lakeview Capital Partners, LLC | 4,504 | $2.42M | 0.47% | +546+13.8% | Added |
| HC Advisors, LLC | 4,504 | $2.42M | 1.44% | −100−2.2% | Reduced |
| Pure Financial Advisors, Inc. | 4,502 | $2.42M | 0.10% | +734+19.5% | Added |
| HWG Holdings LP | 4,491 | $2.41M | 1.35% | +3,900+659.9% | Added |
| Jacobs Levy Equity Management, Inc | 4,483 | $2.41M | 0.01% | +4,483 | New |
| Valmark Advisers, Inc. | 4,474 | $2.40M | 0.05% | +4+0.1% | Added |
| Forza Wealth Management, LLC | 4,450 | $2.39M | 1.23% | 00.0% | Unchanged |
| Boston Research & Management Inc | 4,433 | $2.38M | 0.70% | 00.0% | Unchanged |
| Formidable Asset Management, LLC | 4,421 | $2.37M | 0.53% | −25−0.6% | Reduced |
| Chesapeake Wealth Management | 4,417 | $2.37M | 0.99% | −283−6.0% | Reduced |
| Vectors Research Management, LLC | 4,415 | $2.37M | 0.77% | −25−0.6% | Reduced |
| True North Advisors, LLC | 4,405 | $2.37M | 0.73% | −1,081−19.7% | Reduced |
| Thomasville National Bank | 4,395 | $2.36M | 0.23% | −230−5.0% | Reduced |
| First Citizens Bank & Trust Co | 4,387 | $2.36M | 0.05% | −153−3.4% | Reduced |
| Becker Capital Management Inc | 4,360 | $2.34M | 0.09% | −276−6.0% | Reduced |
| Quent Capital, LLC | 4,349 | $2.34M | 0.36% | −74−1.7% | Reduced |
| NBC Securities, Inc. | 4,337 | $2.33M | 0.26% | +4,337 | New |
| B.O.S.S. Retirement Advisors, LLC | 4,334 | $2.33M | 0.50% | +93+2.2% | Added |
| Vise Technologies, Inc. | 4,330 | $2.33M | 0.57% | −249−5.4% | Reduced |
| Hilltop Holdings Inc. | 4,321 | $2.32M | 0.29% | +277+6.8% | Added |
| Lattice Capital Management, LLC | 4,318 | $2.32M | 2.81% | 00.0% | Unchanged |
| Clean Yield Group | 3,830 | $2.32M | 1.03% | −60−1.5% | Reduced |
| RF&L Wealth Management, LLC | 4,314 | $2.32M | 2.15% | −360−7.7% | Reduced |
| Consilium Wealth Advisory, LLC | 4,295 | $2.31M | 1.62% | +161+3.9% | Added |
| Koshinski Asset Management, Inc. | 4,295 | $2.31M | 0.27% | +151+3.6% | Added |
| CMG Global Holdings, LLC | 4,292 | $2.31M | 1.97% | −15−0.3% | Reduced |
| Trellis Advisors, LLC | 4,292 | $2.31M | 1.05% | −3−0.1% | Reduced |
| Catalyst Financial Partners LLC | 4,283 | $2.30M | 0.74% | +567+15.3% | Added |
| Terra Nova Asset Management LLC | 4,895 | $2.30M | 2.09% | 00.0% | Unchanged |
| Balyasny Asset Management LLC | 4,260 | $2.29M | 0.01% | +4,260 | New |
| Blackhawk Capital Partners LLC. | 4,259 | $2.29M | 1.67% | 00.0% | Unchanged |
| Financial Security Advisor, Inc. | 4,256 | $2.29M | 1.05% | +4,256 | New |
| Eqis Capital Management, Inc. | 4,248 | $2.28M | 0.28% | +837+24.5% | Added |
| Towerpoint Wealth, LLC | 4,237 | $2.28M | 1.35% | −20.0% | Reduced |
| Philadelphia Trust Co | 4,230 | $2.27M | 0.23% | +5+0.1% | Added |
| Comprehensive Financial Consultants Institutional, Inc. | 4,198 | $2.25M | 1.18% | −21−0.5% | Reduced |
| Murphy, Middleton, Hinkle & Parker, Inc. | 4,197 | $2.25M | 1.45% | +11+0.3% | Added |
| Gilman Hill Asset Management, LLC | 4,196 | $2.25M | 0.45% | −650−13.4% | Reduced |
| Guardian Capital Advisors LP | 3,715 | $2.25M | 0.25% | −115−3.0% | Reduced |
| Baker Tilly Wealth Management, LLC | 4,179 | $2.24M | 0.37% | −102−2.4% | Reduced |
| HT Partners LLC | 4,177 | $2.24M | 0.67% | +72+1.8% | Added |
| Sage Mountain Advisors LLC | 4,169 | $2.24M | 0.31% | +206+5.2% | Added |
| Woodward Diversified Capital, LLC | 4,163 | $2.24M | 1.61% | +14+0.3% | Added |
| Pettinga Financial Advisors, LLC | 4,141 | $2.22M | 0.67% | 00.0% | Unchanged |
| BCGM Wealth Management, LLC | 4,140 | $2.22M | 1.02% | +19+0.5% | Added |
| Csenge Advisory Group | 4,139 | $2.22M | 0.15% | +9+0.2% | Added |
| Ballast, Inc. | 4,135 | $2.22M | 0.89% | −812−16.4% | Reduced |
| Tilt Investment Management Holdings, PBC | 4,132 | $2.22M | 1.58% | 00.0% | Unchanged |
| Independence Bank of Kentucky | 4,125 | $2.22M | 0.94% | +70+1.7% | Added |
| Legato Capital Management LLC | 4,119 | $2.21M | 0.32% | −2,402−36.8% | Reduced |
| Perpetual Ltd | 4,113 | $2.21M | 0.02% | +426+11.6% | Added |
| GHP Investment Advisors, Inc. | 3,624 | $2.21M | 0.13% | −1,062−22.7% | Reduced |
| Argent Advisors, Inc. | 4,087 | $2.20M | 1.00% | +51+1.3% | Added |
| Range Financial Group LLC | 4,077 | $2.19M | 1.45% | +1,613+65.5% | Added |
| CRA Financial Services, LLC | 4,064 | $2.18M | 0.60% | −150−3.6% | Reduced |
| TrimTabs Asset Management, LLC | 4,057 | $2.18M | 1.16% | −111−2.7% | Reduced |
| Berkshire Asset Management LLC | 4,051 | $2.18M | 0.14% | −8−0.2% | Reduced |
| RDA Financial Network | 4,030 | $2.16M | 0.94% | −333−7.6% | Reduced |
| High Note Wealth, LLC | 4,021 | $2.16M | 0.89% | +181+4.7% | Added |
| Dana Investment Advisors, Inc. | 4,019 | $2.16M | 0.11% | −454−10.1% | Reduced |
| Cairn Investment Group, Inc. | 4,006 | $2.15M | 1.43% | +26+0.7% | Added |
| Aries Wealth Management | 3,485 | $2.15M | 0.84% | −222−6.0% | Reduced |
| Pictet North America Advisors SA | 4,000 | $2.15M | 0.31% | 00.0% | Unchanged |
| John G Ullman & Associates Inc | 3,998 | $2.15M | 0.35% | +30+0.8% | Added |
| NewSquare Capital LLC | 3,990 | $2.14M | 0.23% | +3,749+1,555.6% | Added |
| Ledyard National Bank | 3,976 | $2.14M | 0.24% | +20+0.5% | Added |
| Beach Investment Counsel Inc | 3,970 | $2.13M | 0.27% | −200−4.8% | Reduced |
| Deseret Mutual Benefit Administrators | 3,967 | $2.13M | 1.05% | −334−7.8% | Reduced |
| CFM Wealth Partners LLC | 3,964 | $2.13M | 0.56% | +20+0.5% | Added |
| Certified Advisory Corp | 37,194 | $2.13M | 0.39% | +33,435+889.5% | Added |
| Bouvel Investment Partners, LLC | 3,957 | $2.13M | 1.15% | +3,957 | New |