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 |
|---|---|---|---|---|---|
| Edge Capital Group, LLC | 13,452 | $7.23M | 0.47% | −4,467−24.9% | Reduced |
| Cornerstone Wealth Group, LLC | 13,445 | $7.22M | 1.28% | −5,646−29.6% | Reduced |
| Wade G W & Inc | 13,429 | $7.21M | 0.27% | +3,946+41.6% | Added |
| Centric Wealth Management | 13,381 | $7.19M | 3.00% | −849−6.0% | Reduced |
| Profund Advisors LLC | 13,369 | $7.18M | 0.40% | −540−3.9% | Reduced |
| Wellington Shields & Co., LLC | 13,189 | $7.08M | 1.77% | −671−4.8% | Reduced |
| HRT Financial LP | 13,188 | $7.08M | 0.07% | +11,526+693.5% | Added |
| First Horizon Advisors, Inc. | 13,079 | $7.03M | 0.25% | +908+7.5% | Added |
| First Long Island Investors, LLC | 13,064 | $7.02M | 0.68% | +55+0.4% | Added |
| Perkins Capital Management Inc | 13,032 | $7.00M | 6.94% | −9−0.1% | Reduced |
| Neville Rodie & Shaw Inc | 13,030 | $7.00M | 0.62% | +460+3.7% | Added |
| Highland Capital Management, LLC | 12,990 | $6.98M | 0.48% | +46+0.4% | Added |
| Ameritas Advisory Services, LLC | 12,133 | $6.96M | 0.35% | +6,764+126.0% | Added |
| Diversified Trust Co | 12,953 | $6.96M | 0.26% | +669+5.4% | Added |
| Veriti Management LLC | 12,941 | $6.95M | 0.79% | +35+0.3% | Added |
| Affinity Wealth Management LLC | 12,916 | $6.94M | 1.60% | +228+1.8% | Added |
| First National Bank of Mount Dora, Trust Investment Services | 12,891 | $6.92M | 2.05% | −1,128−8.0% | Reduced |
| LMCG Investments, LLC | 12,852 | $6.90M | 0.47% | −48−0.4% | Reduced |
| Providence Wealth Advisors, LLC | 12,931 | $6.86M | 7.65% | −24−0.2% | Reduced |
| Beck Capital Management, LLC | 12,757 | $6.85M | 2.64% | −352−2.7% | Reduced |
| United Capital Management of KS, Inc. | 12,740 | $6.84M | 2.33% | +7,846+160.3% | Added |
| Park National Corp | 12,736 | $6.84M | 0.31% | −60−0.5% | Reduced |
| Ballentine Partners, LLC | 12,724 | $6.83M | 0.16% | +372+3.0% | Added |
| Global Retirement Partners, LLC | 12,833 | $6.82M | 0.34% | +415+3.3% | Added |
| BancorpSouth Bank | 12,651 | $6.80M | 0.60% | −128−1.0% | Reduced |
| Ostrum Asset Management | 12,625 | $6.78M | 0.63% | −2,530−16.7% | Reduced |
| Resources Investment Advisors, LLC. | 12,618 | $6.78M | 0.15% | +2,276+22.0% | Added |
| Hilton Capital Management, LLC | 12,567 | $6.75M | 0.90% | +12,567 | New |
| Segall Bryant & Hamill, LLC | 12,472 | $6.70M | 0.08% | −47−0.4% | Reduced |
| Harvey Investment Co LLC | 12,444 | $6.68M | 0.87% | 00.0% | Unchanged |
| Mitchell Capital Management Co | 12,433 | $6.68M | 1.59% | −4,239−25.4% | Reduced |
| Conning Inc. | 12,426 | $6.67M | 0.24% | −1,671−11.9% | Reduced |
| Bailard, Inc. | 12,411 | $6.67M | 0.22% | −1,731−12.2% | Reduced |
| Kampmann Melissa S. | 12,393 | $6.66M | 6.42% | +12,393 | New |
| SevenBridge Financial Group, LLC | 12,385 | $6.65M | 1.72% | 00.0% | Unchanged |
| Nicholas Hoffman & Company, LLC. | 12,348 | $6.63M | 0.49% | −3,358−21.4% | Reduced |
| Gladstone Institutional Advisory LLC | 12,299 | $6.61M | 0.43% | +286+2.4% | Added |
| Essential Planning, LLC. | 12,296 | $6.60M | 3.66% | 00.0% | Unchanged |
| Americana Partners, LLC | 13,553 | $6.59M | 0.71% | +3,830+39.4% | Added |
| Buckingham Capital Management, Inc. | 12,260 | $6.59M | 1.00% | −2,030−14.2% | Reduced |
| Essex Savings Bank | 12,259 | $6.58M | 2.22% | −286−2.3% | Reduced |
| Bank Ozk | 12,252 | $6.58M | 3.61% | −407−3.2% | Reduced |
| International Assets Investment Management, LLC | 11,965 | $6.58M | 0.90% | +471+4.1% | Added |
| Cumberland Partners Ltd | 12,245 | $6.58M | 0.63% | −278−2.2% | Reduced |
| Davis R M Inc | 12,242 | $6.58M | 0.16% | +6,273+105.1% | Added |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 12,232 | $6.57M | 3.31% | −1,559−11.3% | Reduced |
| Tower View Investment Management & Research LLC | 12,179 | $6.54M | 4.59% | −1,903−13.5% | Reduced |
| WealthTrust Axiom LLC | 12,147 | $6.53M | 2.35% | −300−2.4% | Reduced |
| Boyd Watterson Asset Management LLC | 12,141 | $6.52M | 2.85% | +180+1.5% | Added |
| Great Lakes Retirement, Inc. | 12,123 | $6.51M | 1.17% | −50.0% | Reduced |
| Strategic Blueprint, LLC | 12,111 | $6.51M | 0.60% | −271−2.2% | Reduced |
| Plancorp, LLC | 12,072 | $6.48M | 0.35% | −81−0.7% | Reduced |
| Verition Fund Management LLC | 12,030 | $6.46M | 0.09% | −4,277−26.2% | Reduced |
| American Assets Investment Management, LLC | 12,000 | $6.45M | 0.72% | 00.0% | Unchanged |
| Jupiter Asset Management Ltd | 11,911 | $6.40M | 0.07% | +11,911 | New |
| Elgethun Capital Management | 11,916 | $6.36M | 1.92% | +2,750+30.0% | Added |
| Cohen Investment Advisors LLC | 11,822 | $6.35M | 5.10% | +606+5.4% | Added |
| Boothbay Fund Management, LLC | 11,813 | $6.35M | 0.22% | −3,431−22.5% | Reduced |
| Prospera Financial Services Inc | 11,799 | $6.34M | 0.25% | +712+6.4% | Added |
| Fulton Bank, N.A. | 11,794 | $6.33M | 0.32% | +804+7.3% | Added |
| Baker Avenue Asset Management, LP | 11,695 | $6.28M | 0.31% | +9,430+416.3% | Added |
| Vestmark Advisory Solutions, Inc. | 11,683 | $6.28M | 0.46% | −8,588−42.4% | Reduced |
| Red Cedar Investment Management, LLC | 11,677 | $6.27M | 0.96% | −34−0.3% | Reduced |
| Nwam LLC | 11,579 | $6.22M | 0.63% | −1,986−14.6% | Reduced |
| Summit Financial Group Inc | 11,563 | $6.21M | 2.61% | −20.0% | Reduced |
| AMG National Trust Bank | 11,543 | $6.20M | 0.22% | −259−2.2% | Reduced |
| Fernwood Investment Management, LLC | 11,520 | $6.19M | 2.22% | −743−6.1% | Reduced |
| Integrated Advisors Network LLC | 11,510 | $6.18M | 0.38% | −285−2.4% | Reduced |
| Covenant Asset Management, LLC | 11,485 | $6.17M | 1.90% | +25+0.2% | Added |
| M&G Investment Management Ltd | 11,435 | $6.14M | 0.04% | −6,578−36.5% | Reduced |
| Petredis Investment Advisors LLC | 11,413 | $6.13M | 0.87% | +19+0.2% | Added |
| Fund Management at Engine No. 1 LLC | 11,405 | $6.13M | 0.97% | +1,147+11.2% | Added |
| Snider Financial Group | 11,356 | $6.10M | 2.95% | +810+7.7% | Added |
| Gunderson Capital Management Inc. | 11,331 | $6.09M | 4.14% | +11,331 | New |
| Ogorek Anthony Joseph | 11,322 | $6.08M | 2.40% | −80−0.7% | Reduced |
| Atlantic Union Bankshares Corp | 11,319 | $6.08M | 0.62% | −7−0.1% | Reduced |
| Roman Butler Fullerton & Co | 9,966 | $6.07M | 2.87% | +84+0.9% | Added |
| Shepherd Financial Partners LLC | 11,179 | $6.00M | 0.94% | −164−1.4% | Reduced |
| Checchi Capital Advisers, LLC | 11,167 | $6.00M | 0.56% | −100−0.9% | Reduced |
| WBH Advisory Inc | 11,118 | $5.97M | 0.73% | −375−3.3% | Reduced |
| Herold Advisors, Inc. | 11,099 | $5.96M | 1.81% | +2,031+22.4% | Added |
| IFP Advisors, Inc | 11,093 | $5.96M | 0.27% | +4,010+56.6% | Added |
| Warren Averett Asset Management, LLC | 11,084 | $5.95M | 0.26% | +3,348+43.3% | Added |
| Unio Capital LLC | 11,069 | $5.95M | 3.22% | −4,574−29.2% | Reduced |
| Morse Asset Management, Inc | 11,034 | $5.93M | 1.88% | −338−3.0% | Reduced |
| C2C Wealth Management, LLC | 11,181 | $5.93M | 0.84% | 00.0% | Unchanged |
| Intrepid Financial Planning Group LLC | 11,004 | $5.91M | 3.06% | +171+1.6% | Added |
| Union Heritage Capital, LLC | 11,000 | $5.91M | 3.35% | 00.0% | Unchanged |
| MTM Investment Management, LLC | 10,999 | $5.91M | 2.98% | −25−0.2% | Reduced |
| Transform Wealth, LLC | 10,972 | $5.89M | 0.62% | −11,679−51.6% | Reduced |
| Aull & Monroe Investment Management Corp | 10,933 | $5.87M | 3.06% | −150−1.4% | Reduced |
| Peregrine Asset Advisers, Inc. | 10,904 | $5.86M | 3.04% | +10,904 | New |
| Supplemental Annuity Collective Trust of NJ | 10,900 | $5.85M | 2.20% | −2,200−16.8% | Reduced |
| Brown Shipley& Co Ltd | 10,881 | $5.84M | 3.22% | +1,091+11.1% | Added |
| Cambridge Trust Co | 10,852 | $5.83M | 0.27% | −71−0.7% | Reduced |
| Wedmont Private Capital | 10,137 | $5.80M | 0.59% | +466+4.8% | Added |
| Meridian Wealth Management, LLC | 10,770 | $5.78M | 0.35% | +6,759+168.5% | Added |
| Radnor Capital Management, LLC | 10,762 | $5.78M | 1.15% | +10,762 | New |
| Tudor Investment Corp Et Al | 10,746 | $5.77M | 0.08% | +10,746 | New |
| Strategic Wealth Partners, Ltd. | 10,674 | $5.73M | 0.75% | +583+5.8% | Added |