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 |
|---|---|---|---|---|---|
| David Loasby | 2,856 | $1.52M | 0.17% | +318+12.5% | Added |
| Ellevest, Inc. | 2,823 | $1.52M | 0.12% | +80+2.9% | Added |
| Principal Street Partners, LLC | 2,802 | $1.51M | 0.30% | −169−5.7% | Reduced |
| Pegasus Asset Management, Inc. | 2,801 | $1.50M | 0.70% | 00.0% | Unchanged |
| Monument Capital Management | 2,800 | $1.50M | 0.50% | +21+0.8% | Added |
| Marino, Stram & Associates LLC | 2,799 | $1.50M | 0.44% | +19+0.7% | Added |
| Garrison Asset Management, LLC | 2,789 | $1.50M | 0.91% | +66+2.4% | Added |
| Berger Financial Group, Inc | 2,789 | $1.50M | 0.17% | +14+0.5% | Added |
| MONECO Advisors, LLC | 2,782 | $1.49M | 0.41% | +49+1.8% | Added |
| Western Financial Corp | 2,780 | $1.49M | 1.09% | −345−11.0% | Reduced |
| 180 Wealth Advisors, LLC | 2,768 | $1.49M | 0.33% | −22−0.8% | Reduced |
| Costello Asset Management, INC | 2,763 | $1.48M | 1.36% | −275−9.1% | Reduced |
| Retirement Planning Co of New England, Inc. | 2,759 | $1.48M | 0.83% | +309+12.6% | Added |
| Financial Management Professionals, Inc. | 2,758 | $1.48M | 0.26% | +52+1.9% | Added |
| Corundum Trust Company, INC | 2,747 | $1.48M | 4.41% | −5−0.2% | Reduced |
| Founders Financial Alliance, LLC | 2,744 | $1.47M | 0.64% | −173−5.9% | Reduced |
| Clear Investment Research, LLC | 2,731 | $1.47M | 2.54% | +11+0.4% | Added |
| Thomas Story & Son LLC | 2,730 | $1.47M | 0.71% | 00.0% | Unchanged |
| Physicians Financial Services, Inc. | 2,728 | $1.47M | 0.60% | +10+0.4% | Added |
| Prosperitas Financial LLC | 2,726 | $1.46M | 1.14% | +2,726 | New |
| Imprint Wealth LLC | 2,724 | $1.46M | 1.24% | −835−23.5% | Reduced |
| Benedetti & Gucer, Inc. | 2,719 | $1.46M | 0.80% | −125−4.4% | Reduced |
| Mystic Asset Management, Inc. | 2,718 | $1.46M | 0.82% | −125−4.4% | Reduced |
| Jupiter Wealth Management LLC | 2,440 | $1.46M | 0.95% | +171+7.5% | Added |
| Thompson Siegel & Walmsley LLC | 2,704 | $1.45M | 0.02% | +49+1.8% | Added |
| Belmont Capital, LLC | 2,698 | $1.45M | 0.78% | +2,655+6,174.4% | Added |
| PSI Advisors, LLC | 2,697 | $1.45M | 0.63% | +55+2.1% | Added |
| Bell Bank | 2,697 | $1.45M | 0.16% | +283+11.7% | Added |
| SP Asset Management LLC | 2,694 | $1.45M | 0.16% | +304+12.7% | Added |
| Spouting Rock Asset Management, LLC | 2,681 | $1.44M | 0.46% | −176−6.2% | Reduced |
| Oak Hill Wealth Advisors, LLC | 2,676 | $1.44M | 0.55% | −323−10.8% | Reduced |
| Stevens Capital Management LP | 2,674 | $1.44M | 0.41% | +2,674 | New |
| MCF Advisors LLC | 2,672 | $1.43M | 0.13% | −182−6.4% | Reduced |
| Regent Peak Wealth Advisors LLC | 2,671 | $1.43M | 0.44% | +444+19.9% | Added |
| BLB&B Advisors, LLC | 2,671 | $1.43M | 0.10% | −9−0.3% | Reduced |
| Advisor OS, LLC | 2,662 | $1.43M | 0.21% | +242+10.0% | Added |
| Legacy Financial Advisors, Inc. | 2,653 | $1.43M | 0.29% | +21+0.8% | Added |
| Carlson Capital Management | 2,653 | $1.42M | 0.08% | +4+0.2% | Added |
| Simon Quick Advisors, LLC | 2,649 | $1.42M | 0.13% | +775+41.4% | Added |
| Taurus Asset Management, LLC | 2,640 | $1.42M | 0.17% | 00.0% | Unchanged |
| WS Portfolio Advisory, LLC | 8,238 | $1.41M | 0.32% | +8,238 | New |
| Private Portfolio Partners LLC | 2,619 | $1.41M | 0.36% | +184+7.6% | Added |
| Galvin, Gaustad & Stein, LLC | 2,615 | $1.40M | 0.14% | −72−2.7% | Reduced |
| WealthBridge Capital Management, LLC | 2,614 | $1.40M | 0.58% | +587+29.0% | Added |
| ARGA Investment Management, LP | 2,609 | $1.40M | 0.06% | −918−26.0% | Reduced |
| Lane & Associates LLC | 2,609 | $1.40M | 1.13% | +17+0.7% | Added |
| AXS Investments LLC | 2,604 | $1.40M | 0.36% | −617−19.2% | Reduced |
| Options Solutions, LLC | 2,600 | $1.40M | 1.60% | 00.0% | Unchanged |
| Crown Wealth Group, LLC | 2,596 | $1.39M | 1.05% | −26−1.0% | Reduced |
| Marathon Capital Management | 2,590 | $1.39M | 0.35% | 00.0% | Unchanged |
| West Michigan Advisors, LLC | 2,580 | $1.39M | 0.74% | +2+0.1% | Added |
| Riverview Trust Co | 2,577 | $1.38M | 1.23% | 00.0% | Unchanged |
| Michael B. Yongue | 2,577 | $1.38M | 1.35% | 00.0% | Unchanged |
| Personal Cfo Solutions, LLC | 2,576 | $1.38M | 0.27% | +532+26.0% | Added |
| Thompson Davis & Co., Inc. | 2,575 | $1.38M | 1.71% | −1,275−33.1% | Reduced |
| Bedell Frazier Investment Counseling, LLC | 2,573 | $1.38M | 0.41% | −500−16.3% | Reduced |
| Taylor Frigon Capital Management LLC | 2,572 | $1.38M | 0.77% | −1,076−29.5% | Reduced |
| Bridge Creek Capital Management LLC | 2,572 | $1.38M | 0.52% | −3−0.1% | Reduced |
| Marcum Wealth, LLC | 2,566 | $1.38M | 0.17% | −101−3.8% | Reduced |
| Cross Staff Investments Inc | 2,560 | $1.38M | 1.35% | 00.0% | Unchanged |
| Frisch Financial Group, Inc. | 2,557 | $1.37M | 0.56% | 00.0% | Unchanged |
| American Trust | 2,540 | $1.36M | 0.11% | −135−5.0% | Reduced |
| Benjamin Edwards Inc | 2,538 | $1.36M | 0.32% | −382−13.1% | Reduced |
| Evoke Wealth, LLC | 2,536 | $1.36M | 0.05% | +363+16.7% | Added |
| E&G Advisors, LP | 2,530 | $1.36M | 0.50% | −200−7.3% | Reduced |
| Parkside Financial Bank & Trust | 2,528 | $1.36M | 0.31% | +244+10.7% | Added |
| Keystone Financial Group | 2,527 | $1.36M | 0.23% | +668+35.9% | Added |
| Childress Capital Advisors, LLC | 2,511 | $1.35M | 0.44% | +1,948+346.0% | Added |
| CVA Family Office, LLC | 2,510 | $1.35M | 0.31% | +92+3.8% | Added |
| Facet Wealth, Inc. | 2,431 | $1.35M | 0.07% | +89+3.8% | Added |
| Wesleyan Assurance Society | 2,500 | $1.34M | 0.15% | 00.0% | Unchanged |
| Fort Point Capital Partners LLC | 2,498 | $1.34M | 0.22% | +187+8.1% | Added |
| Atlas Capital Advisors LLC | 2,489 | $1.34M | 0.22% | −725−22.6% | Reduced |
| Laidlaw Wealth Management LLC | 2,488 | $1.34M | 0.44% | −220−8.1% | Reduced |
| Motco | 2,486 | $1.34M | 0.09% | −60−2.4% | Reduced |
| Papp L Roy & Associates | 2,483 | $1.33M | 0.18% | −50−2.0% | Reduced |
| Westside Investment Management, Inc. | 2,476 | $1.33M | 0.38% | −162−6.1% | Reduced |
| Borer Denton & Associates, Inc. | 2,475 | $1.33M | 0.55% | 00.0% | Unchanged |
| CWA Asset Management Group, LLC | 2,465 | $1.32M | 0.10% | +300+13.9% | Added |
| United Community Bank | 2,460 | $1.32M | 0.65% | +1,588+182.1% | Added |
| Copperwynd Financial, LLC | 2,454 | $1.32M | 0.62% | −1,885−43.4% | Reduced |
| Burt Wealth Advisors | 2,454 | $1.32M | 0.40% | −187−7.1% | Reduced |
| Sargent Investment Group, LLC | 2,451 | $1.32M | 0.32% | +137+5.9% | Added |
| Olistico Wealth, LLC | 2,447 | $1.31M | 1.18% | +65+2.7% | Added |
| Blueprint Investment Partners LLC | 2,441 | $1.31M | 0.42% | +403+19.8% | Added |
| PFG Investments, LLC | 2,438 | $1.31M | 0.25% | −19−0.8% | Reduced |
| Townsend Asset Management Corp | 2,438 | $1.31M | 0.66% | −20−0.8% | Reduced |
| Almanack Investment Partners, LLC. | 2,435 | $1.31M | 0.25% | +1,031+73.4% | Added |
| ICA Group Wealth Management, LLC | 2,429 | $1.30M | 0.37% | +80+3.4% | Added |
| 626 Financial, LLC | 2,426 | $1.30M | 0.88% | 00.0% | Unchanged |
| Lyell Wealth Management, LP | 2,418 | $1.30M | 0.17% | 00.0% | Unchanged |
| Oversea-Chinese Banking CORP Ltd | 2,409 | $1.29M | 0.06% | +1,714+246.6% | Added |
| Corton Capital Inc. | 2,407 | $1.29M | 0.65% | −128−5.0% | Reduced |
| IVC Wealth Advisors LLC | 2,400 | $1.29M | 0.86% | −533−18.2% | Reduced |
| MJP Associates Inc | 2,398 | $1.29M | 0.38% | +183+8.3% | Added |
| Donoghue Forlines LLC | 2,393 | $1.29M | 0.46% | −420−14.9% | Reduced |
| Quadrant Private Wealth Management, LLC | 2,386 | $1.28M | 0.43% | −109−4.4% | Reduced |
| Provence Wealth Management Group | 2,386 | $1.28M | 0.79% | +223+10.3% | Added |
| Relyea Zuckerberg Hanson LLC | 2,373 | $1.27M | 0.29% | +532+28.9% | Added |
| Camden Capital, LLC | 2,369 | $1.27M | 0.15% | +120+5.3% | Added |