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 |
|---|---|---|---|---|---|
| Gratus Capital LLC | 3,286 | $1.76M | 0.12% | +237+7.8% | Added |
| Migdal Insurance & Financial Holdings Ltd. | 3,251 | $1.76M | 0.04% | +3,251 | New |
| Patron Partners Advisors, LLC | 3,277 | $1.76M | 1.30% | +55+1.7% | Added |
| Souders Financial Advisors | 3,265 | $1.75M | 0.34% | −85−2.5% | Reduced |
| Front Barnett Associates LLC | 3,255 | $1.75M | 0.21% | 00.0% | Unchanged |
| Steigerwald, Gordon & Koch Inc. | 3,252 | $1.75M | 0.27% | −50−1.5% | Reduced |
| CastleKnight Management LP | 3,250 | $1.75M | 0.30% | −650−16.7% | Reduced |
| WealthTrust Asset Management, LLC | 3,248 | $1.74M | 1.62% | +3,248 | New |
| Wealth Alliance Advisory Group, LLC | 3,245 | $1.74M | 0.52% | +20+0.6% | Added |
| Barden Capital Management, Inc. | 3,228 | $1.73M | 1.68% | +22+0.7% | Added |
| Spirit of America Management Corp | 3,200 | $1.72M | 0.39% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 3,196 | $1.72M | 0.40% | −1,206−27.4% | Reduced |
| Red Spruce Capital, LLC | 3,194 | $1.72M | 0.97% | −240−7.0% | Reduced |
| Royal Capital Wealth Management, LLC | 3,194 | $1.72M | 1.64% | 00.0% | Unchanged |
| Financial Sense Advisors, Inc. | 3,187 | $1.71M | 0.73% | 00.0% | Unchanged |
| TFG Advisers LLC | 3,181 | $1.71M | 0.80% | +141+4.6% | Added |
| First County Bank | 3,180 | $1.71M | 0.89% | −5−0.2% | Reduced |
| Robertson Stephens Wealth Management, LLC | 3,174 | $1.70M | 0.11% | +594+23.0% | Added |
| Angeles Wealth Management, LLC | 3,172 | $1.70M | 0.24% | −2,126−40.1% | Reduced |
| Change Path, LLC | 3,171 | $1.70M | 0.12% | −1,998−38.7% | Reduced |
| SlateStone Wealth, LLC | 3,168 | $1.70M | 0.25% | +450+16.6% | Added |
| BSW Wealth Partners | 3,167 | $1.70M | 0.38% | +371+13.3% | Added |
| HF Advisory Group, LLC | 3,163 | $1.70M | 1.26% | −466−12.8% | Reduced |
| RMR Wealth Builders | 3,158 | $1.70M | 0.27% | +1,118+54.8% | Added |
| Samalin Investment Counsel, LLC | 3,156 | $1.70M | 0.97% | −262−7.7% | Reduced |
| Smith, Salley & Associates | 3,153 | $1.69M | 0.13% | −87−2.7% | Reduced |
| BBR Partners, LLC | 3,150 | $1.69M | 0.19% | +934+42.1% | Added |
| Human Investing LLC | 3,148 | $1.69M | 0.39% | −63−2.0% | Reduced |
| WMS Partners, LLC | 3,133 | $1.68M | 0.13% | −132−4.0% | Reduced |
| EverSource Wealth Advisors, LLC | 3,132 | $1.68M | 0.18% | −64−2.0% | Reduced |
| Steel Peak Wealth Management LLC | 3,130 | $1.68M | 0.11% | −4,515−59.1% | Reduced |
| Stiles Financial Services Inc | 3,129 | $1.68M | 0.87% | −97−3.0% | Reduced |
| Summit X, LLC | 3,109 | $1.68M | 0.53% | +2,591+500.2% | Added |
| Insigneo Advisory Services, LLC | 3,125 | $1.68M | 0.34% | +440+16.4% | Added |
| Veracity Capital LLC | 3,124 | $1.68M | 0.78% | +340+12.2% | Added |
| Portside Wealth Group, LLC | 3,106 | $1.68M | 0.32% | +2,103+209.7% | Added |
| Dantai Capital Ltd | 3,120 | $1.68M | 3.60% | +1,920+160.0% | Added |
| Accredited Investors Inc. | 3,106 | $1.67M | 0.13% | +3,106 | New |
| Chilton Investment Co LLC | 3,105 | $1.67M | 0.05% | +1,058+51.7% | Added |
| Capital Market Strategies LLC | 3,175 | $1.67M | 1.66% | +59+1.9% | Added |
| IFG Advisory, LLC | 3,102 | $1.67M | 0.14% | +3,102 | New |
| Grandfield & Dodd, LLC | 3,102 | $1.67M | 0.12% | −39−1.2% | Reduced |
| Gerber Kawasaki Wealth & Investment Management | 3,102 | $1.67M | 0.11% | −45−1.4% | Reduced |
| West Branch Capital LLC | 3,101 | $1.67M | 0.87% | +46+1.5% | Added |
| Van Cleef Asset Management,Inc | 3,101 | $1.67M | 0.26% | −37−1.2% | Reduced |
| Mayflower Financial Advisors, LLC | 3,077 | $1.65M | 0.25% | −7,506−70.9% | Reduced |
| Farmers National Bank | 3,077 | $1.65M | 0.57% | −44−1.4% | Reduced |
| Peterson Wealth Management | 3,074 | $1.65M | 1.36% | −1,062−25.7% | Reduced |
| Ausdal Financial Partners, Inc. | 3,072 | $1.65M | 0.23% | −86−2.7% | Reduced |
| Nemes Rush Group LLC | 3,071 | $1.65M | 0.30% | −36−1.2% | Reduced |
| TCTC Holdings, LLC | 3,062 | $1.64M | 0.06% | −6−0.2% | Reduced |
| Fuller & Thaler Asset Management, Inc. | 3,054 | $1.64M | 0.01% | +200+7.0% | Added |
| Investment Research & Advisory Group, Inc. | 3,053 | $1.64M | 0.94% | +64+2.1% | Added |
| Guyasuta Investment Advisors Inc | 3,047 | $1.64M | 0.13% | +23+0.8% | Added |
| Alta Wealth Advisors LLC | 3,046 | $1.64M | 1.00% | +297+10.8% | Added |
| Park Place Capital Corp | 3,041 | $1.63M | 0.48% | +496+19.5% | Added |
| Unigestion Holding SA | 3,040 | $1.63M | 0.10% | −832−21.5% | Reduced |
| Symphony Financial, Ltd. Co. | 3,036 | $1.63M | 0.40% | −1,146−27.4% | Reduced |
| SFMG, LLC | 3,036 | $1.63M | 0.17% | +31+1.0% | Added |
| Concord Wealth Partners | 3,029 | $1.63M | 0.35% | −400−11.7% | Reduced |
| Main Street Research LLC | 3,029 | $1.63M | 0.17% | +4+0.1% | Added |
| Carmichael Hill & Associates, Inc. | 3,027 | $1.63M | 0.80% | 00.0% | Unchanged |
| Crescent Grove Advisors, LLC | 3,014 | $1.62M | 0.20% | +64+2.2% | Added |
| Lavaca Capital LLC | 3,010 | $1.62M | 0.58% | −164−5.2% | Reduced |
| West Paces Advisors Inc. | 3,007 | $1.62M | 0.51% | −307−9.3% | Reduced |
| Mattern Wealth Management LLC | 3,004 | $1.61M | 0.47% | +4+0.1% | Added |
| Laraway Financial Inc | 3,001 | $1.61M | 1.68% | −73−2.4% | Reduced |
| Full Sail Capital, LLC | 3,001 | $1.61M | 0.14% | −45−1.5% | Reduced |
| Channel Wealth LLC | 3,000 | $1.61M | 0.90% | +110+3.8% | Added |
| Jackson, Grant Investment Advisers, Inc. | 2,994 | $1.61M | 0.78% | −478−13.8% | Reduced |
| Adell Harriman & Carpenter Inc | 2,982 | $1.60M | 0.17% | +832+38.7% | Added |
| CenterBook Partners LP | 2,976 | $1.60M | 0.20% | −832−21.8% | Reduced |
| World Equity Group, Inc. | 2,966 | $1.59M | 0.33% | +1,492+101.2% | Added |
| Summit Financial, LLC | 2,956 | $1.59M | 0.12% | −7,516−71.8% | Reduced |
| LVW Advisors, LLC | 2,953 | $1.59M | 0.34% | +1,008+51.8% | Added |
| Sutton Wealth Advisors Inc. | 2,952 | $1.59M | 0.78% | +15+0.5% | Added |
| AdvisorNet Financial, Inc | 2,947 | $1.58M | 0.14% | −799−21.3% | Reduced |
| Patten Group, Inc. | 2,945 | $1.58M | 0.47% | −79−2.6% | Reduced |
| Hudock, Inc. | 2,944 | $1.58M | 0.38% | +100+3.5% | Added |
| Pavion Blue Capital, LLC | 2,943 | $1.58M | 0.96% | 00.0% | Unchanged |
| Graves-Light Private Wealth Management, Inc. | 2,796 | $1.58M | 0.21% | 00.0% | Unchanged |
| Buffington Mohr McNeal | 2,940 | $1.58M | 0.36% | −625−17.5% | Reduced |
| Breakwater Capital Group | 2,847 | $1.58M | 0.54% | +91+3.3% | Added |
| HHM Wealth Advisors, LLC | 2,934 | $1.58M | 0.31% | −4−0.1% | Reduced |
| Alera Investment Advisors, LLC | 2,933 | $1.58M | 0.26% | −125−4.1% | Reduced |
| West Chester Capital Advisors, Inc | 2,925 | $1.57M | 2.90% | −79−2.6% | Reduced |
| Biltmore Family Office, LLC | 2,924 | $1.57M | 0.36% | −78−2.6% | Reduced |
| Northwest Quadrant Wealth Management, LLC | 2,914 | $1.56M | 0.44% | +4+0.1% | Added |
| Monumental Financial Group Inc. | 2,911 | $1.56M | 1.04% | +99+3.5% | Added |
| Strategic Wealth Designers | 2,909 | $1.56M | 0.28% | −40−1.4% | Reduced |
| Allstate Corp | 2,905 | $1.56M | 0.09% | 00.0% | Unchanged |
| Avestar Capital, LLC | 2,904 | $1.56M | 0.24% | +538+22.7% | Added |
| Boltwood Capital Management | 2,903 | $1.56M | 0.58% | −333−10.3% | Reduced |
| Hendershot Investments Inc. | 2,895 | $1.56M | 0.26% | −155−5.1% | Reduced |
| FourThought Financial Partners, LLC | 2,889 | $1.55M | 0.22% | +10+0.3% | Added |
| Connecticut Wealth Management, LLC | 2,886 | $1.55M | 0.11% | +1,029+55.4% | Added |
| Retireful, LLC | 2,881 | $1.55M | 0.74% | +2,881 | New |
| Manchester Capital Management LLC | 2,877 | $1.55M | 0.23% | +199+7.4% | Added |
| Union Savings Bank | 2,860 | $1.54M | 0.96% | −25−0.9% | Reduced |
| Avidian Wealth Solutions, LLC | 2,828 | $1.52M | 0.11% | −188−6.2% | Reduced |