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 |
|---|---|---|---|---|---|
| BCS Wealth Management | 3,957 | $2.13M | 0.88% | +3,957 | New |
| First Heartland Consultants, Inc. | 3,950 | $2.12M | 0.27% | +59+1.5% | Added |
| Hanlon Investment Management, Inc. | 3,948 | $2.12M | 0.64% | −736−15.7% | Reduced |
| Shilanski & Associates, Inc. | 3,935 | $2.11M | 0.86% | −3−0.1% | Reduced |
| Grimes & Company, Inc. | 3,927 | $2.11M | 0.08% | +20+0.5% | Added |
| Coastal Investment Advisors, Inc. | 4,491 | $2.11M | 0.48% | −110−2.4% | Reduced |
| Arkadios Wealth Advisors | 3,920 | $2.11M | 0.20% | +1,380+54.3% | Added |
| Accuvest Global Advisors | 3,916 | $2.10M | 1.15% | −484−11.0% | Reduced |
| Worth Asset Management, LLC | 3,914 | $2.10M | 1.70% | +3,559+1,002.5% | Added |
| Marietta Investment Partners LLC | 3,910 | $2.10M | 0.59% | 00.0% | Unchanged |
| Bourne Lent Asset Management Inc | 3,906 | $2.10M | 0.92% | −20−0.5% | Reduced |
| Geller Advisors LLC | 3,903 | $2.10M | 0.24% | +668+20.6% | Added |
| Avantax Planning Partners, Inc. | 3,883 | $2.09M | 0.09% | +1,261+48.1% | Added |
| Archer Investment Corp | 3,882 | $2.08M | 0.73% | +12+0.3% | Added |
| Cavalier Investments, LLC | 3,881 | $2.08M | 0.82% | +1,568+67.8% | Added |
| Kovack Advisors, Inc. | 3,879 | $2.08M | 0.29% | +511+15.2% | Added |
| Kenfarb & Co. | 3,860 | $2.07M | 1.90% | −410−9.6% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 3,857 | $2.07M | 0.34% | +23+0.6% | Added |
| United Bank | 3,856 | $2.07M | 1.24% | −60−1.5% | Reduced |
| Planned Solutions, Inc. | 3,843 | $2.06M | 1.24% | 00.0% | Unchanged |
| Fishman Jay A Ltd | 3,841 | $2.06M | 0.26% | 00.0% | Unchanged |
| Capitol Family Office, Inc. | 3,838 | $2.06M | 3.88% | +3,838 | New |
| Sippican Capital Advisors | 3,836 | $2.06M | 1.89% | −285−6.9% | Reduced |
| Aspen Grove Capital, LLC | 3,832 | $2.06M | 0.76% | +2,267+144.9% | Added |
| Wealth Management Associates, Inc. | 3,825 | $2.05M | 1.20% | +19+0.5% | Added |
| Brooks, Moore & Associates, Inc. | 3,822 | $2.05M | 1.55% | −748−16.4% | Reduced |
| Harvest Investment Services, LLC | 3,815 | $2.05M | 1.32% | +3,815 | New |
| Ti-Trust, Inc | 3,791 | $2.04M | 1.94% | +31+0.8% | Added |
| Millennium Capital Advisors, LLC | 3,768 | $2.02M | 1.73% | −43−1.1% | Reduced |
| Centerpoint Advisors, LLC | 3,768 | $2.02M | 0.86% | −453−10.7% | Reduced |
| BlueCrest Capital Management Ltd | 3,749 | $2.01M | 0.31% | +1,482+65.4% | Added |
| Bellecapital International Ltd. | 3,748 | $2.01M | 0.50% | −906−19.5% | Reduced |
| Johnson Financial Group, Inc. | 3,747 | $2.01M | 0.14% | +26+0.7% | Added |
| VeraBank, N.A. | 3,747 | $2.01M | 0.77% | +70+1.9% | Added |
| Keudell/Morrison Wealth Management | 3,744 | $2.01M | 0.61% | +81+2.2% | Added |
| Pinnacle Wealth Management Advisory Group, LLC | 3,740 | $2.01M | 0.26% | +4+0.1% | Added |
| First National Bank & Trust Co of Newtown | 3,734 | $2.01M | 0.46% | −750−16.7% | Reduced |
| Congress Park Capital LLC | 3,662 | $1.97M | 1.13% | +606+19.8% | Added |
| Aureus Asset Management, LLC | 3,654 | $1.96M | 0.16% | +105+3.0% | Added |
| Pennsylvania Capital Management Inc | 3,652 | $1.96M | 0.81% | +19+0.5% | Added |
| Westwood Holdings Group Inc. | 3,643 | $1.96M | 0.02% | −266−6.8% | Reduced |
| Evermay Wealth Management LLC | 3,627 | $1.95M | 0.40% | +73+2.1% | Added |
| Vaughan David Investments LLC | 3,625 | $1.95M | 0.06% | +20+0.6% | Added |
| Linscomb & Williams, Inc. | 3,611 | $1.94M | 0.11% | −38−1.0% | Reduced |
| Everhart Financial Group, Inc. | 3,607 | $1.94M | 0.82% | +240+7.1% | Added |
| Parcion Private Wealth LLC | 3,604 | $1.94M | 0.20% | +74+2.1% | Added |
| Country Club Bank | 3,555 | $1.94M | 0.16% | 00.0% | Unchanged |
| Q3 Asset Management | 3,589 | $1.93M | 0.77% | +3,589 | New |
| City State Bank | 3,593 | $1.93M | 1.06% | −175−4.6% | Reduced |
| Private Wealth Partners, LLC | 3,585 | $1.93M | 0.18% | +1,140+46.6% | Added |
| Burns J W & Co Inc | 3,576 | $1.92M | 0.31% | 00.0% | Unchanged |
| KG&L Capital Management,LLC | 3,539 | $1.90M | 0.92% | −1,905−35.0% | Reduced |
| Kercheville Advisors, LLC | 3,522 | $1.89M | 1.20% | +3,522 | New |
| InTrack Investment Management Inc | 3,520 | $1.89M | 1.66% | −1,950−35.6% | Reduced |
| Bangor Savings Bank | 3,520 | $1.89M | 0.23% | −19−0.5% | Reduced |
| Farmers & Merchants Trust Co of Long Beach | 3,514 | $1.89M | 0.56% | +170+5.1% | Added |
| Golden Green, Inc. | 3,510 | $1.89M | 1.97% | +8+0.2% | Added |
| Atlantic Trust, LLC | 3,507 | $1.88M | 0.62% | 00.0% | Unchanged |
| Rehmann Capital Advisory Group | 3,506 | $1.88M | 0.18% | −134−3.7% | Reduced |
| Hanson & Doremus Investment Management | 3,499 | $1.88M | 0.39% | 00.0% | Unchanged |
| Boston Trust Walden Corp | 3,496 | $1.88M | 0.02% | −150−4.1% | Reduced |
| Wealth Dimensions Group, Ltd. | 3,494 | $1.88M | 0.68% | −18−0.5% | Reduced |
| Mount Yale Investment Advisors, LLC | 3,481 | $1.87M | 0.20% | −165−4.5% | Reduced |
| Blodgett Wealth Advisors, LLC | 3,479 | $1.87M | 2.06% | −105−2.9% | Reduced |
| Capital Advisory Group Advisory Services, LLC | 3,477 | $1.87M | 1.06% | +3,477 | New |
| Guild Investment Management, Inc. | 3,468 | $1.86M | 3.12% | +414+13.6% | Added |
| River Street Advisors LLC | 3,459 | $1.86M | 1.75% | −24−0.7% | Reduced |
| United Bank | 3,456 | $1.86M | 0.24% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 3,452 | $1.85M | 0.17% | +30+0.9% | Added |
| Berkshire Bank | 3,449 | $1.85M | 0.53% | −180−5.0% | Reduced |
| DF Dent & Co Inc | 3,433 | $1.84M | 0.03% | −21−0.6% | Reduced |
| Douglas Lane & Associates, LLC | 3,428 | $1.84M | 0.03% | +19+0.6% | Added |
| Parisi Gray Wealth Management | 3,413 | $1.83M | 0.83% | +3,413 | New |
| Ledge Wealth Management, Inc. | 3,404 | $1.83M | 0.82% | +312+10.1% | Added |
| Accurate Wealth Management, LLC | 3,004 | $1.83M | 0.57% | +398+15.3% | Added |
| Regal Investment Advisors LLC | 3,403 | $1.83M | 0.16% | +148+4.5% | Added |
| Central Bank & Trust Co | 3,402 | $1.83M | 0.32% | −13−0.4% | Reduced |
| Deroy & Devereaux Private Investment Counsel Inc | 3,401 | $1.83M | 0.13% | 00.0% | Unchanged |
| Rational Advisors LLC | 3,400 | $1.83M | 0.17% | −1,000−22.7% | Reduced |
| Axq Capital, LP | 3,400 | $1.83M | 0.64% | +3,400 | New |
| Warther Private Wealth, LLC | 3,398 | $1.83M | 1.21% | −20−0.6% | Reduced |
| Capital Advisors Inc | 3,386 | $1.82M | 0.05% | +108+3.3% | Added |
| Barr E S & Co | 3,386 | $1.82M | 0.13% | 00.0% | Unchanged |
| Campion Asset Management LLC | 3,375 | $1.81M | 1.67% | 00.0% | Unchanged |
| Hills Bank & Trust Co | 3,374 | $1.81M | 0.21% | −911−21.3% | Reduced |
| Means Investment Co., Inc. | 3,367 | $1.81M | 0.30% | −240−6.7% | Reduced |
| KPP Advisory Services LLC | 3,358 | $1.80M | 0.60% | +3,358 | New |
| TCG Advisory Services, LLC | 3,357 | $1.80M | 0.28% | −114−3.3% | Reduced |
| Moseley Investment Management Inc | 3,357 | $1.80M | 1.08% | −35−1.0% | Reduced |
| Naviter Wealth, LLC | 3,331 | $1.79M | 0.43% | −136−3.9% | Reduced |
| EFG Asset Management (North America) Corp. | 3,327 | $1.79M | 0.42% | +161+5.1% | Added |
| Hollencrest Capital Management | 3,328 | $1.79M | 0.20% | −4−0.1% | Reduced |
| WSFS Capital Management, LLC | 3,326 | $1.79M | 0.12% | +1,981+147.3% | Added |
| Tectonic Advisors LLC | 3,317 | $1.78M | 0.17% | +278+9.1% | Added |
| Powers Advisory Group, LLC | 3,312 | $1.78M | 1.21% | −237−6.7% | Reduced |
| Procyon Private Wealth Partners, LLC | 3,310 | $1.78M | 0.18% | +888+36.7% | Added |
| Cozad Asset Management Inc | 3,300 | $1.77M | 0.23% | 00.0% | Unchanged |
| Allegheny Financial Group LTD | 3,299 | $1.77M | 0.66% | +346+11.7% | Added |
| Bank Pictet & Cie (Asia) Ltd | 3,289 | $1.77M | 0.52% | −82−2.4% | Reduced |
| Vigilare Wealth Management | 3,288 | $1.77M | 1.13% | +30+0.9% | Added |