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 $942.8B 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
- 2,979
- +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
- 1,087 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 | $942.8B |
| Q1 2026 | 4,392 | $712.9B |
| Q4 2025 | 4,453 | $843.2B |
| Q3 2025 | 3,905 | $583.5B |
| Q2 2025 | 3,915 | $610.1B |
| Q1 2025 | 3,929 | $688.4B |
| Q4 2024 | 3,914 | $602.9B |
| Q3 2024 | 3,667 | $687.4B |
| Q2 2024 | 3,572 | $707.0B |
| Q1 2024 | 3,466 | $607.2B |
| Q4 2023 | 3,277 | $457.2B |
| Q3 2023 | 2,979 | $421.9B |
| Q2 2023 | 2,819 | $366.7B |
| Q1 2023 | 2,620 | $269.7B |
| Q4 2022 | 2,673 | $288.4B |
| Q3 2022 | 2,490 | $256.1B |
| Q2 2022 | 2,451 | $255.6B |
| Q1 2022 | 2,350 | $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 |
|---|---|---|---|---|---|
| Foster Dykema Cabot & Co Inc | 53,922 | $29.0M | 3.50% | −115−0.2% | Reduced |
| Farmers & Merchants Investments Inc | 53,861 | $28.9M | 1.14% | −375−0.7% | Reduced |
| De Burlo Group Inc | 53,424 | $28.7M | 4.99% | −147−0.3% | Reduced |
| Quadrature Capital Ltd | 53,260 | $28.6M | 0.59% | −59,613−52.8% | Reduced |
| Windsor Group LTD | 53,054 | $28.5M | 5.22% | −7,446−12.3% | Reduced |
| Oak Ridge Investments LLC | 52,797 | $28.4M | 3.62% | +1,503+2.9% | Added |
| Madison Asset Management, LLC | 52,399 | $28.1M | 0.41% | −1,006−1.9% | Reduced |
| Hudson Valley Investment Advisors Inc | 51,783 | $27.8M | 3.92% | −610−1.2% | Reduced |
| Ronald Blue Trust, Inc. | 58,778 | $27.6M | 0.42% | +511+0.9% | Added |
| Azimuth Capital Investment Management LLC | 51,037 | $27.4M | 1.35% | −2,833−5.3% | Reduced |
| Maple Capital Management, Inc. | 50,333 | $27.0M | 3.08% | −3,628−6.7% | Reduced |
| Terry L. Blaker | 50,060 | $26.9M | 2.40% | +342+0.7% | Added |
| Acadian Asset Management LLC | 49,715 | $26.7M | 0.11% | +6,528+15.1% | Added |
| Advisor Partners II, LLC | 49,580 | $26.6M | 1.07% | +759+1.6% | Added |
| Cornerstone Advisors, LLC | 49,500 | $26.6M | 1.24% | +800+1.6% | Added |
| Louisiana State Employees Retirement System | 49,400 | $26.5M | 0.61% | +700+1.4% | Added |
| Investment House LLC | 49,392 | $26.5M | 2.09% | −670−1.3% | Reduced |
| Nationale-Nederlanden Powszechne Towarzystwo Emerytalne S.A. | 49,341 | $26.5M | 8.36% | +30.0% | Added |
| Pathstone Family Office, LLC | 48,177 | $26.2M | 0.20% | +26,406+121.3% | Added |
| Prudential PLC | 48,485 | $26.0M | 0.30% | −1,340−2.7% | Reduced |
| Cetera Advisors LLC | 47,983 | $25.8M | 0.40% | +2,828+6.3% | Added |
| Sawtooth Solutions, LLC | 47,971 | $25.8M | 0.83% | −7,498−13.5% | Reduced |
| Financial Counselors Inc | 47,919 | $25.7M | 0.51% | −5,003−9.5% | Reduced |
| Tokio Marine Asset Management Co Ltd | 47,241 | $25.4M | 1.61% | −749−1.6% | Reduced |
| Central Trust Co | 47,172 | $25.3M | 0.73% | +422+0.9% | Added |
| LSV Asset Management | 47,000 | $25.2M | 0.06% | −12,900−21.5% | Reduced |
| Evercore Wealth Management, LLC | 46,841 | $25.2M | 0.47% | −748−1.6% | Reduced |
| Bleakley Financial Group, LLC | 46,045 | $24.7M | 0.87% | −7,025−13.2% | Reduced |
| Artisan Partners Limited Partnership | 45,602 | $24.5M | 0.04% | −87,688−65.8% | Reduced |
| Shufro Rose & Co LLC | 45,589 | $24.5M | 2.32% | −50.0% | Reduced |
| DuPont Capital Management Corp | 44,981 | $24.2M | 2.11% | +19,885+79.2% | Added |
| Raub Brock Capital Management LP | 44,613 | $24.0M | 4.76% | −2,144−4.6% | Reduced |
| BKD Wealth Advisors, LLC | 44,366 | $23.8M | 0.72% | −6,604−13.0% | Reduced |
| Hutchens & Kramer Investment Management Group, LLC | 44,219 | $23.8M | 18.92% | +570+1.3% | Added |
| Mastrapasqua Asset Management Inc | 44,031 | $23.7M | 2.77% | −200−0.5% | Reduced |
| CIBC World Markets Corp | 44,012 | $23.6M | 0.23% | −48,326−52.3% | Reduced |
| Dakota Wealth Management | 43,647 | $23.4M | 1.04% | −5,281−10.8% | Reduced |
| ExodusPoint Capital Management, LP | 43,388 | $23.3M | 0.30% | +43,388 | New |
| Scotia Capital Inc. | 43,375 | $23.3M | 0.17% | +6,087+16.3% | Added |
| Wendell David Associates Inc | 43,260 | $23.2M | 2.73% | +954+2.3% | Added |
| National Asset Management, Inc. | 43,078 | $23.1M | 0.63% | +936+2.2% | Added |
| Colonial Trust Advisors | 42,907 | $23.0M | 2.64% | −3,306−7.2% | Reduced |
| South Street Advisors LLC | 42,847 | $23.0M | 4.62% | +160.0% | Added |
| Savant Capital, LLC | 42,604 | $22.9M | 0.34% | −992−2.3% | Reduced |
| Kingsview Wealth Management, LLC | 42,315 | $22.7M | 0.82% | −3,110−6.8% | Reduced |
| Atria Wealth Solutions, Inc. | 42,122 | $22.6M | 0.32% | +3,452+8.9% | Added |
| Ieq Capital, LLC | 41,832 | $22.5M | 0.46% | +2,295+5.8% | Added |
| Crossmark Global Holdings, Inc. | 38,724 | $22.4M | 0.51% | −370−0.9% | Reduced |
| Granite Investment Partners, LLC | 41,749 | $22.4M | 0.94% | +1,491+3.7% | Added |
| New Mexico Educational Retirement Board | 41,008 | $22.0M | 0.94% | +2,700+7.0% | Added |
| Metis Global Partners, LLC | 40,885 | $22.0M | 1.06% | +5,544+15.7% | Added |
| Westpac Banking Corp | 40,696 | $21.9M | 1.64% | +11,450+39.2% | Added |
| Advisory Services Network, LLC | 40,662 | $21.8M | 0.59% | −122−0.3% | Reduced |
| Oppenheimer Asset Management Inc. | 40,400 | $21.7M | 0.33% | −2,114−5.0% | Reduced |
| UniSuper Management Pty Ltd | 40,377 | $21.7M | 0.27% | +26,930+200.3% | Added |
| Donaldson Capital Management, LLC | 40,271 | $21.6M | 1.02% | −203−0.5% | Reduced |
| Exchange Traded Concepts, LLC | 40,245 | $21.6M | 0.61% | −9,540−19.2% | Reduced |
| 1st Source Bank | 39,633 | $21.3M | 1.45% | −1,201−2.9% | Reduced |
| Jarislowsky, Fraser Ltd | 39,398 | $21.2M | 0.14% | −2,298−5.5% | Reduced |
| Perigon Wealth Management, LLC | 39,380 | $21.2M | 0.86% | +365+0.9% | Added |
| Assetmark, Inc | 39,306 | $21.1M | 0.08% | +88+0.2% | Added |
| NTV Asset Management LLC | 39,240 | $21.1M | 3.82% | −593−1.5% | Reduced |
| Suvretta Capital Management, LLC | 39,100 | $21.0M | 1.13% | +39,100 | New |
| Atria Investments LLC | 38,830 | $20.8M | 0.37% | +299+0.8% | Added |
| TruWealth Advisors, LLC | 38,538 | $20.7M | 1.78% | +387+1.0% | Added |
| Strategic Investment Solutions, Inc. | 40,161 | $20.7M | 0.26% | +39,525+6,214.6% | Added |
| Brinker Capital Investments, LLC | 38,283 | $20.6M | 0.25% | +5,170+15.6% | Added |
| Orion Portfolio Solutions, LLC | 38,283 | $20.6M | 0.25% | +5,170+15.6% | Added |
| Pinnacle Financial Partners Inc | 38,263 | $20.6M | 0.53% | −2,988−7.2% | Reduced |
| Dorsey & Whitney Trust CO LLC | 38,135 | $20.5M | 1.78% | −1,104−2.8% | Reduced |
| Citizens Financial Group Inc | 38,032 | $20.4M | 0.83% | −1,593−4.0% | Reduced |
| Winslow Asset Management Inc | 37,905 | $20.4M | 4.72% | −2,636−6.5% | Reduced |
| Banque Cantonale Vaudoise | 37,830 | $20.3M | 1.02% | −3,108−7.6% | Reduced |
| Burney Co | 37,791 | $20.3M | 0.95% | −616−1.6% | Reduced |
| Valiant Capital Management, L.P. | 37,600 | $20.2M | 2.42% | +37,600 | New |
| Banco Bilbao Vizcaya Argentaria, S.A. | 37,369 | $20.0M | 0.27% | −43,636−53.9% | Reduced |
| Lido Advisors, LLC | 37,051 | $19.9M | 0.22% | +3,098+9.1% | Added |
| Sheaff Brock Investment Advisors, LLC | 36,984 | $19.9M | 2.00% | −4,977−11.9% | Reduced |
| LVM Capital Management Ltd | 36,633 | $19.7M | 2.77% | −245−0.7% | Reduced |
| Core Alternative Capital | 36,579 | $19.6M | 3.03% | −1,265−3.3% | Reduced |
| Avantax Advisory Services, Inc. | 36,493 | $19.6M | 0.22% | +958+2.7% | Added |
| Quintet Private Bank (Europe) S.A. | 36,356 | $19.5M | 1.31% | −626−1.7% | Reduced |
| KCM Investment Advisors LLC | 36,282 | $19.5M | 0.84% | +3,848+11.9% | Added |
| Woodley Farra Manion Portfolio Management Inc | 36,120 | $19.4M | 1.29% | −28,722−44.3% | Reduced |
| Northeast Investment Management | 35,749 | $19.2M | 1.13% | +6,048+20.4% | Added |
| HB Wealth Management, LLC | 35,711 | $19.2M | 0.31% | −12,633−26.1% | Reduced |
| Cardinal Capital Management | 35,668 | $19.2M | 3.90% | −563−1.6% | Reduced |
| L & S Advisors Inc | 35,385 | $19.0M | 2.73% | +9,270+35.5% | Added |
| Logan Capital Management Inc | 35,290 | $19.0M | 0.96% | +302+0.9% | Added |
| Ardevora Asset Management LLP | 35,180 | $18.9M | 0.93% | −42,943−55.0% | Reduced |
| Senator Investment Group LP | 35,000 | $18.8M | 1.06% | −29,500−45.7% | Reduced |
| Vestor Capital, LLC | 34,999 | $18.8M | 2.04% | −305−0.9% | Reduced |
| Jefferies Financial Group Inc. | 34,870 | $18.7M | 0.47% | +8,286+31.2% | Added |
| Tompkins Financial Corp | 34,787 | $18.7M | 2.94% | +1,163+3.5% | Added |
| Bamco Inc | 34,592 | $18.6M | 0.05% | 00.0% | Unchanged |
| Empower Advisory Group, LLC | 34,346 | $18.4M | 0.08% | −1,625−4.5% | Reduced |
| D.A. Davidson & Co. | 34,279 | $18.4M | 0.20% | −5,275−13.3% | Reduced |
| Sirios Capital Management L P | 33,889 | $18.2M | 3.45% | −2,475−6.8% | Reduced |
| Alps Advisors Inc | 33,288 | $17.9M | 0.15% | +15,471+86.8% | Added |
| Metropolitan Life Insurance Co | 32,993 | $17.7M | 0.92% | −1,344−3.9% | Reduced |