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
- 2,978
- +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 | $942.8B |
| 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 |
|---|---|---|---|---|---|
| Rowland & Co Investment Counsel | 24,061 | $12.9M | 3.19% | −493−2.0% | Reduced |
| Alaska Permanent Fund Corp | 23,943 | $12.9M | 0.24% | −4,731−16.5% | Reduced |
| Greenleaf Trust | 23,824 | $12.8M | 0.15% | +86+0.4% | Added |
| Moody National Bank Trust Division | 23,741 | $12.8M | 0.82% | +1,494+6.7% | Added |
| KMG Fiduciary Partners, LLC | 23,673 | $12.7M | 1.68% | +462+2.0% | Added |
| Meiji Yasuda Life Insurance Co | 23,561 | $12.7M | 0.34% | +5,248+28.7% | Added |
| Coldstream Capital Management Inc | 23,451 | $12.6M | 0.41% | +8,279+54.6% | Added |
| Signaturefd, LLC | 23,375 | $12.6M | 0.33% | +457+2.0% | Added |
| Aptus Capital Advisors, LLC | 23,368 | $12.6M | 0.37% | −1,126−4.6% | Reduced |
| Sectoral Asset Management Inc | 23,265 | $12.5M | 2.43% | −500−2.1% | Reduced |
| Credit Agricole S A | 23,116 | $12.4M | 0.38% | +6,260+37.1% | Added |
| Busey Wealth Management | 23,068 | $12.4M | 0.53% | −438−1.9% | Reduced |
| Parallel Advisors, LLC | 23,060 | $12.4M | 0.41% | +333+1.5% | Added |
| Huber Capital Management LLC | 22,937 | $12.3M | 2.90% | +500+2.2% | Added |
| Ninety One UK Ltd | 22,878 | $12.3M | 0.04% | −11,503−33.5% | Reduced |
| Caldwell Trust Co | 22,878 | $12.3M | 1.68% | +591+2.7% | Added |
| Adviser Investments LLC | 22,784 | $12.2M | 0.27% | +1,517+7.1% | Added |
| E. Ohman J:or Asset Management AB | 22,696 | $12.2M | 0.46% | +8,600+61.0% | Added |
| Anderson Hoagland & Co | 22,563 | $12.1M | 1.62% | +668+3.1% | Added |
| NJ State Employees Deferred Compensation Plan | 22,560 | $12.1M | 1.84% | −1,900−7.8% | Reduced |
| Palisade Asset Management, LLC | 22,480 | $12.1M | 1.47% | −203−0.9% | Reduced |
| Chicago Partners Investment Group LLC | 20,933 | $12.1M | 0.65% | −491−2.3% | Reduced |
| Jamison Private Wealth Management, Inc. | 22,396 | $12.0M | 2.49% | +22,396 | New |
| Empowered Funds, LLC | 22,346 | $12.0M | 0.35% | +1,464+7.0% | Added |
| Ferguson Wellman Capital Management, Inc | 22,341 | $12.0M | 0.29% | +71+0.3% | Added |
| McGowan Group Asset Management, Inc. | 22,303 | $12.0M | 1.89% | −109−0.5% | Reduced |
| Argyle Capital Management Inc. | 22,182 | $11.9M | 4.36% | −724−3.2% | Reduced |
| Argent Trust Co | 22,119 | $11.9M | 0.65% | +367+1.7% | Added |
| CX Institutional | 21,997 | $11.8M | 0.65% | −8,330−27.5% | Reduced |
| Capital Group Investment Management Pte. Ltd. | 21,951 | $11.8M | 0.77% | −49−0.2% | Reduced |
| Meitav Dash Investments Ltd | 21,506 | $11.8M | 0.19% | −21,766−50.3% | Reduced |
| TSP Capital Management Group, LLC | 21,900 | $11.8M | 4.54% | −4,960−18.5% | Reduced |
| Covington Investment Advisors Inc. | 21,867 | $11.7M | 2.41% | +325+1.5% | Added |
| Navellier & Associates Inc | 21,852 | $11.7M | 2.01% | +9,125+71.7% | Added |
| Cypress Asset Management Inc | 21,694 | $11.7M | 3.90% | +60+0.3% | Added |
| Hartline Investment Corp | 21,686 | $11.6M | 2.09% | −984−4.3% | Reduced |
| Cyrus J. Lawrence, LLC | 21,653 | $11.6M | 3.19% | +238+1.1% | Added |
| Everence Capital Management Inc | 21,650 | $11.6M | 0.90% | 00.0% | Unchanged |
| Shelton Capital Management | 21,648 | $11.6M | 0.43% | −200−0.9% | Reduced |
| Bath Savings Trust Co | 21,307 | $11.4M | 1.41% | +1,933+10.0% | Added |
| Summit Partners Public Asset Management, LLC | 21,301 | $11.4M | 0.72% | −50,378−70.3% | Reduced |
| Eagle Asset Management Inc | 21,274 | $11.4M | 0.07% | +5,772+37.2% | Added |
| Sigma Planning Corp | 21,241 | $11.4M | 0.43% | −1,754−7.6% | Reduced |
| Venturi Wealth Management, LLC | 21,132 | $11.4M | 0.89% | +19,028+904.4% | Added |
| Cadinha & Co LLC | 21,072 | $11.3M | 2.50% | +630+3.1% | Added |
| Metavasi Capital LP | 21,000 | $11.3M | 7.55% | +11,000+110.0% | Added |
| Williams Jones Wealth Management, LLC. | 20,976 | $11.3M | 0.17% | +504+2.5% | Added |
| Axxcess Wealth Management, LLC | 20,916 | $11.2M | 0.38% | +11,279+117.0% | Added |
| Clearstead Advisors, LLC | 20,912 | $11.2M | 0.69% | −1,086−4.9% | Reduced |
| American Financial Advisors, LLC | 20,699 | $11.1M | 1.75% | −3,726−15.3% | Reduced |
| Gouws Capital LLC | 20,683 | $11.1M | 9.42% | −145−0.7% | Reduced |
| Vident Advisory, LLC | 20,631 | $11.1M | 0.34% | +20,631 | New |
| Moors & Cabot, Inc. | 20,404 | $11.0M | 0.74% | −1,471−6.7% | Reduced |
| Genus Capital Management Inc. | 20,381 | $10.9M | 1.72% | −5,857−22.3% | Reduced |
| HBK Sorce Advisory LLC | 20,340 | $10.9M | 0.48% | −886−4.2% | Reduced |
| J. Goldman & Co LP | 20,213 | $10.9M | 0.54% | +20,213 | New |
| Chicago Capital, LLC | 20,155 | $10.8M | 0.51% | −1,159−5.4% | Reduced |
| Hudson Bay Capital Management LP | 20,000 | $10.7M | 0.10% | −5,500−21.6% | Reduced |
| Pallas Capital Advisors LLC | 18,988 | $10.7M | 0.65% | +1,692+9.8% | Added |
| Sumitomo Life Insurance Co | 19,977 | $10.7M | 0.30% | +304+1.5% | Added |
| Bender Robert & Associates | 19,791 | $10.6M | 3.11% | +30+0.2% | Added |
| FineMark National Bank & Trust | 19,729 | $10.6M | 0.46% | +234+1.2% | Added |
| Sandler Capital Management | 19,650 | $10.6M | 1.78% | +19,650 | New |
| Broadleaf Partners, LLC | 19,648 | $10.6M | 3.52% | −51−0.3% | Reduced |
| Ziegler Capital Management, LLC | 19,613 | $10.5M | 0.42% | −3,495−15.1% | Reduced |
| James Investment Research Inc | 19,598 | $10.5M | 1.39% | −3,565−15.4% | Reduced |
| Narwhal Capital Management | 19,571 | $10.5M | 1.28% | −2,500−11.3% | Reduced |
| BCJ Capital Management, LLC | 19,499 | $10.5M | 0.96% | +16,856+637.8% | Added |
| Mogy Joel R Investment Counsel Inc | 19,444 | $10.4M | 0.88% | +18,662+2,386.4% | Added |
| TownSquare Capital, LLC | 19,377 | $10.4M | 0.19% | +12,673+189.0% | Added |
| Kovitz Investment Group Partners, LLC | 19,293 | $10.4M | 0.19% | −278−1.4% | Reduced |
| SeaCrest Wealth Management, LLC | 19,237 | $10.3M | 1.34% | −31−0.2% | Reduced |
| Beacon Investment Advisory Services, Inc. | 19,194 | $10.3M | 0.51% | +466+2.5% | Added |
| Richard Bernstein Advisors LLC | 19,153 | $10.3M | 0.23% | −1,500−7.3% | Reduced |
| Rockland Trust Co | 19,149 | $10.3M | 0.62% | −317−1.6% | Reduced |
| Twin Capital Management Inc | 19,084 | $10.3M | 1.47% | +1,721+9.9% | Added |
| Independent Financial Group, LLC | 19,046 | $10.2M | 0.67% | +7,334+62.6% | Added |
| Bryn Mawr Trust Co | 18,988 | $10.2M | 0.45% | −238−1.2% | Reduced |
| Cheyne Capital Management (UK) LLP | 18,970 | $10.2M | 29.36% | +4,010+26.8% | Added |
| Comerica Securities,inc. | 18,923 | $10.2M | 0.84% | −4,170−18.1% | Reduced |
| Harbour Capital Advisors, LLC | 18,857 | $10.1M | 3.04% | +191+1.0% | Added |
| Coastline Trust Co | 18,845 | $10.1M | 1.49% | −1,400−6.9% | Reduced |
| SJS Investment Consulting Inc. | 18,841 | $10.1M | 2.54% | −51−0.3% | Reduced |
| Wedbush Securities Inc | 18,819 | $10.1M | 0.50% | +1,957+11.6% | Added |
| Siemens Fonds Invest GmbH | 18,737 | $10.1M | 1.02% | −569−2.9% | Reduced |
| Great Valley Advisor Group, Inc. | 18,628 | $10.0M | 0.41% | +688+3.8% | Added |
| PGGM Investments | 18,615 | $10.0M | 0.17% | −17,037−47.8% | Reduced |
| Bradley Foster & Sargent Inc | 21,318 | $10.0M | 0.21% | 00.0% | Unchanged |
| Snowden Capital Advisors LLC | 18,561 | $9.97M | 0.42% | −15,237−45.1% | Reduced |
| Hantz Financial Services, Inc. | 18,391 | $9.88M | 0.25% | +8,741+90.6% | Added |
| King Wealth | 18,214 | $9.78M | 2.06% | −3,202−15.0% | Reduced |
| Choate Investment Advisors | 18,159 | $9.75M | 0.38% | +1,607+9.7% | Added |
| Laurel Wealth Advisors LLC | 18,156 | $9.75M | 2.08% | −1,684−8.5% | Reduced |
| Codex Capital, L.L.C. | 18,150 | $9.75M | 6.29% | 00.0% | Unchanged |
| Trust Investment Advisors | 18,111 | $9.73M | 8.37% | −597−3.2% | Reduced |
| JLB & Associates Inc | 18,061 | $9.70M | 1.52% | −6,881−27.6% | Reduced |
| Daniels&Tansey,LLP | 41,178 | $9.67M | 5.79% | +41,178 | New |
| Amica Mutual Insurance Co | 17,988 | $9.66M | 1.14% | 00.0% | Unchanged |
| Finer Wealth Management, Inc. | 17,943 | $9.64M | 7.71% | −52−0.3% | Reduced |
| Avitas Wealth Management LLC | 17,837 | $9.58M | 1.82% | −202−1.1% | Reduced |