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 |
|---|---|---|---|---|---|
| Lansdowne Partners (UK) LLP | 32,851 | $17.6M | 1.61% | −22,371−40.5% | Reduced |
| Congress Wealth Management LLC | 32,588 | $17.5M | 0.36% | −4,527−12.2% | Reduced |
| Chartwell Investment Partners, LLC | 32,530 | $17.5M | 0.68% | +2,649+8.9% | Added |
| Twin Tree Management, LP | 32,521 | $17.5M | 0.59% | −28,220−46.5% | Reduced |
| Soros Capital Management LLC | 32,500 | $17.5M | 8.75% | 00.0% | Unchanged |
| Stratos Wealth Partners, LTD. | 32,431 | $17.4M | 0.38% | +3,472+12.0% | Added |
| Atika Capital Management LLC | 32,200 | $17.3M | 2.46% | +6,700+26.3% | Added |
| Crestwood Advisors Group LLC | 32,127 | $17.3M | 0.45% | +2,827+9.6% | Added |
| Raymond James Trust N.A. | 32,012 | $17.2M | 0.51% | +2,238+7.5% | Added |
| Jag Capital Management, LLC | 31,910 | $17.1M | 2.07% | +852+2.7% | Added |
| Independent Advisor Alliance | 31,725 | $17.0M | 0.77% | +1,597+5.3% | Added |
| Bridgeway Capital Management, LLC | 31,576 | $17.0M | 0.41% | −450−1.4% | Reduced |
| Davenport & Co LLC | 31,502 | $16.9M | 0.13% | −1,513−4.6% | Reduced |
| Tower Research Capital LLC (TRC) | 31,463 | $16.9M | 0.53% | +14,467+85.1% | Added |
| Calamos Wealth Management LLC | 31,403 | $16.9M | 1.28% | −9,881−23.9% | Reduced |
| Peachtree Investment Partners, LLC | 31,383 | $16.9M | 8.60% | +6,169+24.5% | Added |
| Flputnam Investment Management Co | 31,183 | $16.7M | 0.46% | −3,690−10.6% | Reduced |
| Vantage Investment Partners, LLC | 31,114 | $16.7M | 2.19% | +656+2.2% | Added |
| Meyer Handelman Co | 31,063 | $16.7M | 0.67% | −170−0.5% | Reduced |
| Wesbanco Bank Inc | 30,803 | $16.5M | 0.72% | −204−0.7% | Reduced |
| Norinchukin Bank, The | 30,791 | $16.5M | 0.39% | −34,206−52.6% | Reduced |
| Gamco Investors, Inc. Et Al | 30,581 | $16.4M | 0.19% | −893−2.8% | Reduced |
| Eastern Bank | 30,283 | $16.3M | 0.81% | +18,449+155.9% | Added |
| Builder Investment Group Inc | 30,055 | $16.1M | 6.34% | −1,150−3.7% | Reduced |
| Jump Financial, LLC | 30,041 | $16.1M | 0.60% | +23,171+337.3% | Added |
| Stephens Inc | 30,016 | $16.1M | 0.31% | +384+1.3% | Added |
| Nwi Management LP | 30,000 | $16.1M | 2.80% | 00.0% | Unchanged |
| Tang Capital Management LLC | 30,000 | $16.1M | 2.27% | 00.0% | Unchanged |
| City Holding Co | 29,950 | $16.1M | 2.86% | −2,506−7.7% | Reduced |
| Payden & Rygel | 29,920 | $16.1M | 1.26% | −800−2.6% | Reduced |
| Payden & Rygel Investment Group | 29,920 | $16.1M | 1.26% | +29,920 | New |
| Montag A & Associates Inc | 29,858 | $16.0M | 1.01% | −586−1.9% | Reduced |
| Lombard Odier Asset Management (Switzerland) SA | 29,752 | $16.0M | 2.58% | −6,138−17.1% | Reduced |
| Colony Group LLC | 29,460 | $15.8M | 0.24% | −2,605−8.1% | Reduced |
| Hancock Whitney Corp | 29,438 | $15.8M | 0.65% | −248−0.8% | Reduced |
| Arthur M. Cohen & Associates, LLC | 29,162 | $15.7M | 4.01% | −1,081−3.6% | Reduced |
| Journey Advisory Group, LLC | 29,108 | $15.6M | 2.34% | −499−1.7% | Reduced |
| Bedrijfstakpensioenfonds Voor de Media Pno | 30,600 | $15.5M | 2.50% | −3,500−10.3% | Reduced |
| Spire Wealth Management | 28,879 | $15.5M | 0.59% | −5,579−16.2% | Reduced |
| Connors Investor Services Inc | 28,840 | $15.5M | 1.91% | −2,750−8.7% | Reduced |
| Salomon & Ludwin, LLC | 28,793 | $15.5M | 1.61% | −148−0.5% | Reduced |
| Impax Asset Management Group plc | 28,708 | $15.4M | 0.07% | −2,181−7.1% | Reduced |
| First American Trust, FSB | 28,581 | $15.4M | 2.17% | −3,469−10.8% | Reduced |
| Great Lakes Advisors, LLC | 28,569 | $15.3M | 0.14% | −120,994−80.9% | Reduced |
| Kestra Private Wealth Services, LLC | 28,564 | $15.3M | 0.48% | +1,861+7.0% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 28,541 | $15.3M | 1.19% | +258+0.9% | Added |
| Quantinno Capital Management LP | 28,158 | $15.1M | 0.69% | +6,777+31.7% | Added |
| Sawgrass Asset Management LLC | 28,112 | $15.1M | 1.84% | +17,774+171.9% | Added |
| Bridger Management, LLC | 28,076 | $15.1M | 5.53% | 00.0% | Unchanged |
| Sound View Wealth Advisors Group, LLC | 27,838 | $15.0M | 1.86% | +355+1.3% | Added |
| Envestnet Portfolio Solutions, Inc. | 27,642 | $14.8M | 0.07% | +27,642 | New |
| Walter & Keenan Financial Consulting Co | 27,603 | $14.8M | 5.78% | −650−2.3% | Reduced |
| Empirical Finance, LLC | 27,538 | $14.8M | 1.09% | +2,654+10.7% | Added |
| Balentine LLC | 27,427 | $14.7M | 0.49% | +273+1.0% | Added |
| Parsons Capital Management Inc | 27,101 | $14.6M | 1.15% | −566−2.0% | Reduced |
| United Capital Financial Advisers, LLC | 27,063 | $14.5M | 0.10% | −1,977−6.8% | Reduced |
| JW Asset Management, LLC | 27,000 | $14.5M | 6.28% | 00.0% | Unchanged |
| Hennion & Walsh Asset Management, Inc. | 26,924 | $14.5M | 0.92% | −4,239−13.6% | Reduced |
| Chronos Wealth Management, LLC | 26,919 | $14.5M | 10.12% | −394−1.4% | Reduced |
| Trust Co of Toledo NA | 26,876 | $14.4M | 2.84% | +495+1.9% | Added |
| Column Capital Advisors, LLC | 783,826 | $14.4M | 2.12% | −4,010−0.5% | Reduced |
| Schmidt P J Investment Management Inc | 24,287 | $14.3M | 3.08% | −2,679−9.9% | Reduced |
| Integrated Wealth Concepts LLC | 26,282 | $14.1M | 0.25% | +641+2.5% | Added |
| Toroso Investments, LLC | 26,273 | $14.1M | 0.43% | +3,778+16.8% | Added |
| Wetherby Asset Management Inc | 26,269 | $14.1M | 0.80% | +156+0.6% | Added |
| Capital Investment Advisors, LLC | 26,247 | $14.1M | 0.39% | +26,247 | New |
| Artia Global Partners LP | 26,193 | $14.1M | 5.85% | +10,000+61.8% | Added |
| EP Wealth Advisors, LLC | 26,152 | $14.0M | 0.22% | +19,673+303.6% | Added |
| Cary Street Partner Investment Advisory LLC | 26,029 | $14.0M | 0.75% | +315+1.2% | Added |
| Rice Partnership, LLC | 25,884 | $13.9M | 3.94% | −4,324−14.3% | Reduced |
| Trifecta Capital Advisors, LLC | 25,785 | $13.8M | 4.45% | +720+2.9% | Added |
| First National Bank of Omaha | 25,698 | $13.8M | 0.90% | −7,319−22.2% | Reduced |
| Bartlett & Co. LLC | 25,664 | $13.8M | 0.25% | +66+0.3% | Added |
| Bartlett & Co. Wealth Management LLC | 25,664 | $13.8M | 0.25% | +66+0.3% | Added |
| London Co of Virginia | 25,654 | $13.8M | 0.08% | +2,168+9.2% | Added |
| Ameritas Investment Partners, Inc. | 25,622 | $13.8M | 0.55% | −2,108−7.6% | Reduced |
| HM Payson & Co | 25,532 | $13.7M | 0.32% | +1,075+4.4% | Added |
| Spinnaker Trust | 25,508 | $13.7M | 1.03% | −1,544−5.7% | Reduced |
| Trust Co of Virginia | 25,426 | $13.7M | 1.51% | +778+3.2% | Added |
| Northwest & Ethical Investments L.P. | 25,422 | $13.7M | 0.46% | −15,188−37.4% | Reduced |
| Grey Street Capital, LLC | 25,420 | $13.7M | 7.82% | +19,070+300.3% | Added |
| First National Trust Co | 25,411 | $13.6M | 0.65% | −224−0.9% | Reduced |
| Essex Financial Services, Inc. | 25,362 | $13.6M | 1.58% | −266−1.0% | Reduced |
| SkyOak Wealth, LLC | 25,312 | $13.6M | 3.97% | −343−1.3% | Reduced |
| Meeder Asset Management Inc | 25,291 | $13.6M | 1.07% | −3,789−13.0% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 25,169 | $13.5M | 0.37% | +316+1.3% | Added |
| iA Global Asset Management Inc. | 25,070 | $13.5M | 0.36% | +1,330+5.6% | Added |
| Brookstone Capital Management | 22,748 | $13.4M | 0.30% | +76+0.3% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 25,002 | $13.4M | 0.63% | +11,217+81.4% | Added |
| Integral Health Asset Management, LLC | 25,000 | $13.4M | 1.91% | −5,000−16.7% | Reduced |
| Buckingham Strategic Wealth, LLC | 24,956 | $13.4M | 0.19% | +171+0.7% | Added |
| Polaris Wealth Advisory Group, LLC | 24,879 | $13.4M | 1.02% | −3,767−13.2% | Reduced |
| Johnson Investment Counsel Inc | 24,876 | $13.4M | 0.17% | −297−1.2% | Reduced |
| Jacobs & Co | 24,651 | $13.2M | 1.65% | −909−3.6% | Reduced |
| Ritholtz Wealth Management | 24,646 | $13.2M | 0.59% | +306+1.3% | Added |
| Freestone Capital Holdings, LLC | 24,368 | $13.1M | 0.70% | −321−1.3% | Reduced |
| Vinva Investment Management Ltd | 23,902 | $13.0M | 1.24% | −368−1.5% | Reduced |
| Mirova | 24,168 | $13.0M | 2.61% | −1,548−6.0% | Reduced |
| Barometer Capital Management Inc. | 24,150 | $13.0M | 4.09% | −1,717−6.6% | Reduced |
| Jackson Square Capital, LLC | 24,149 | $13.0M | 5.21% | +486+2.1% | Added |