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Livermore
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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.

Q4 2023 vs. Q3 2023

How the institutions holding Eli Lilly & Co changed between Q3 2023 and Q4 2023.

All holders in Q4 2023All holders in Q3 2023

13F holders of LLY: Q3 2023 compared with Q4 2023
MeasureQ3 2023Of which not filed for Q4 2023Q4 2023Change
Holders2,978473,276+345
Shares785.6M2.57M784.9M+1.91M (+0.2%)
Value$421.9B$963.8M$457.2B+$36.3B (+8.6%)

47 institutions that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so the changes leave them out.

New holders (442)

Institutions that held Eli Lilly & Co at the end of Q4 2023 but not at the end of Q3 2023.

Showing the largest 100 of 442 by value.

Institutions new to LLY in Q4 2023
InstitutionSharesValue% of portfolio
Sapient Capital LLC1,170,211$682.1M17.60%
Aware Super Pty Ltd as trustee of Aware Super95,124$102.2M1.40%
Actiam N.V.176,781$96.9M4.02%
JPB Foundation151,268$88.2M9.45%
APG Asset Management US Inc.138,905$81.0M0.50%
Viking Global Investors LPSuperinvestorViking Global Investors138,728$80.9M0.30%
Degroof Petercam Asset Management128,911$75.1M0.99%
Pathstone Holdings, LLC98,183$57.6M0.31%
Groupama Asset Managment97,404$56.8M1.48%
Rheos Capital Works Inc.85,000$49.5M2.74%
Rock Springs Capital Management LP69,500$40.5M1.00%
Sofinnova Investments, Inc.64,525$37.6M2.11%
Moore Capital Management, LP54,000$31.5M0.76%
Foster Dykema Cabot & Partners, LLC49,448$28.8M3.05%
Williamson Legacy Group, LLC42,983$25.1M23.23%
Investment Management Corp of Ontario42,842$25.0M0.61%
Generate Investment Management Ltd39,299$22.9M1.98%
Soros Fund Management LLCSuperinvestorSoros Fund Management33,000$19.2M0.37%
Colony Group, LLC31,567$18.4M0.24%
Susquehanna Portfolio Strategies, LLC31,168$18.2M0.32%
Focus Financial Network Inc29,655$17.3M0.65%
Partnership Wealth Management, LLC21,700$14.0M10.56%
GLOBALT Investments LLC22,813$13.3M0.55%
HighPoint Advisor Group LLC16,946$13.1M0.94%
FJ Investments, LLC20,343$11.9M0.56%
Sanibel Captiva Trust Company, Inc.20,254$11.8M0.44%
Spectrum Wealth Counsel, LLC20,084$11.7M1.62%
Gimbal Financial18,785$11.0M10.98%
Point72 Middle East FZE16,924$9.87M0.68%
Bell & Brown Wealth Advisors, LLC15,933$9.29M4.32%
HealthInvest Partners AB15,805$9.21M7.21%
ROI Financial Advisors, LLC15,750$9.18M7.60%
Sage Advisors, LLC15,422$8.99M8.93%
StemPoint Capital LP15,067$8.78M2.37%
Quantitative Investment Management, LLC14,985$8.73M0.50%
Concurrent Investment Advisors, LLC14,839$8.65M0.41%
WESPAC Advisors SoCal, LLC13,883$8.09M2.36%
Cullen Investment Group, Ltd.13,659$7.96M1.39%
TCW Group Inc13,361$7.76M0.09%
Walleye Capital LLC13,092$7.63M0.11%
Smith Group Asset Management, LLC12,749$7.43M0.43%
Point72 Hong Kong Ltd12,700$7.40M0.46%
Halter Ferguson Financial Inc.12,057$7.03M4.52%
FFG Partners, LLC12,048$7.02M3.75%
Seven Eight Capital, LP11,817$6.89M0.80%
Hamilton Capital Partners Inc.11,779$6.87M1.37%
Caption Management, LLC11,700$6.82M0.74%
Mesirow Financial Investment Management, Inc.14,572$6.55M0.24%
BOCHK Asset Management Ltd11,050$6.44M3.96%
Fox Hill Wealth Management10,048$5.86M4.49%
Power Corp of Canada9,886$5.76M0.60%
Exome Asset Management LLC9,700$5.65M5.59%
Wetzel Investment Advisors, Inc.9,586$5.59M3.43%
Solidarilty Wealth, LLC9,306$5.42M1.96%
Icon Wealth Advisors, LLC9,226$5.38M0.56%
Rothschild Investment LLC8,790$5.12M0.43%
Knollwood Investment Advisory, LLC8,730$5.09M1.06%
Principal Securities, Inc.8,688$5.06M0.19%
Portfolio Design Labs, LLC8,503$4.96M1.88%
Kames Capital plc7,795$4.55M0.07%
Capital Wealth Planning, LLC7,716$4.50M0.05%
Heirloom Wealth Management7,457$4.35M1.67%
Jackson Square Partners, LLC7,389$4.31M0.14%
Mango Five Family, Inc.6,916$4.03M1.52%
Forum Private Client Group LLC6,649$3.88M2.02%
Leo Wealth, LLC5,756$3.85M0.40%
GAMMA Investing LLC5,845$3.77M1.02%
Sierra Summit Advisors LLC6,392$3.73M1.09%
Scholtz & Company, LLC6,320$3.68M1.82%
Premier Path Wealth Partners, LLC6,124$3.55M0.78%
AlTi Global, Inc.6,019$3.51M0.11%
K.J. Harrison & Partners Inc5,704$3.32M0.56%
Beaton Management Co. Inc.5,700$3.32M1.99%
LM Advisors LLC5,368$3.13M0.63%
PFC Capital Group, Inc.5,330$3.11M1.84%
Harbour Trust & Investment Management Co5,221$3.04M0.43%
Gold Investment Management Ltd.5,020$2.93M1.25%
Finivi Inc.4,977$2.90M2.83%
Turtle Creek Wealth Advisors, LLC4,969$2.90M0.85%
GeoWealth Management, LLC4,924$2.87M0.24%
Skopos Labs, Inc.4,848$2.83M1.35%
Vista Investment Partners LLC4,844$2.82M1.04%
Stansberry Asset Management, LLC4,795$2.80M0.46%
Harmony Asset Management LLC4,694$2.74M1.16%
Napa Wealth Management4,545$2.65M1.44%
Evernest Financial Advisors, LLC4,469$2.61M1.32%
Significant Wealth Partners LLC4,397$2.56M1.87%
Optimist Retirement Group LLC4,308$2.51M1.63%
First Dallas Securities Inc.4,223$2.46M1.27%
united american securities inc. (d/b/a uas asset management)4,200$2.45M0.62%
Midland Wealth Advisors LLC4,185$2.44M0.17%
Traveka Wealth, LLC4,180$2.44M1.23%
Executive Wealth Management, LLC4,102$2.39M0.23%
Kuhn & Co Investment Counsel4,061$2.37M2.43%
Brevan Howard Capital Management LP4,042$2.36M0.24%
Eagle Wealth Strategies LLC4,005$2.33M1.41%
Peak Financial Advisors LLC4,004$2.33M1.56%
Silphium Asset Management Ltd4,000$2.33M1.24%
Strategic Planning Group, LLC3,708$2.16M0.72%
Trust Point Inc.3,684$2.15M0.18%

Sold out (97)

Institutions that held Eli Lilly & Co at the end of Q3 2023 and filed for Q4 2023 without it.

Institutions that sold out of LLY in Q4 2023
InstitutionShares, Q3 2023Value, Q3 2023
Voloridge Investment Management, LLC157,553$84.6M
Element Capital Management LLC66,220$35.6M
Quadrature Capital Ltd53,260$28.6M
Suvretta Capital Management, LLC39,100$21.0M
Soros Capital Management LLC32,500$17.5M
Ninety One UK Ltd22,878$12.3M
Metavasi Capital LP21,000$11.3M
Genus Capital Management Inc.20,381$10.9M
PGGM Investments18,615$10.0M
Capital Fund Management S.A.16,937$9.10M
Virtu Financial LLC15,978$8.58M
Ninety One SA (PTY) Ltd14,579$7.85M
FORA Capital, LLC14,614$7.85M
Segall Bryant & Hamill, LLC12,472$6.70M
Fund Management at Engine No. 1 LLC11,405$6.13M
Wolverine Asset Management LLC8,864$4.76M
Howard Capital Management Inc.8,609$4.62M
Team Hewins, LLC8,365$4.49M
Trexquant Investment LP7,213$3.87M
Alphadyne Asset Management LP6,342$3.41M
Capstone Investment Advisors, LLC6,200$3.33M
Qsemble Capital Management, LP6,125$3.29M
Pearl River Capital, LLC6,094$3.27M
Winton Group Ltd5,604$3.01M
Alpha DNA Investment Management LLC5,577$3.00M
Gsa Capital Partners LLP5,044$2.71M
Segantii Capital Management Ltd5,000$2.69M
Trellis Advisors, LLC4,292$2.31M
Pettinga Financial Advisors, LLC4,141$2.22M
TrimTabs Asset Management, LLC4,057$2.18M
Rational Advisors LLC3,400$1.83M
Axq Capital, LP3,400$1.83M
EFG Asset Management (North America) Corp.3,327$1.79M
CastleKnight Management LP3,250$1.75M
CenterBook Partners LP2,976$1.60M
Stevens Capital Management LP2,674$1.44M
Evoke Wealth, LLC2,536$1.36M
Dark Forest Capital Management LP2,365$1.27M
Miramar Capital, LLC2,352$1.26M
Polar Asset Management Partners Inc.2,300$1.24M
Waratah Capital Advisors Ltd.1,904$1.02M
Versor Investments LP1,857$997.5K
Advisory Research Inc1,771$951.3K
Theory Financial LLC1,715$921.2K
Ikarian Capital, LLC1,227$659.1K
Rollins Financial1,223$656.7K
Newbridge Financial Services Group, Inc.1,109$595.8K
Beacon Investment Advisors LLC1,031$553.8K
Eaton Financial Holdings Company, LLC989$531.3K
Syntal Capital Partners, LLC953$511.9K
Concentric Capital Strategies, LP947$508.7K
Gitterman Wealth Management, LLC920$494.1K
Phocas Financial Corp.875$470.0K
MainStreet Investment Advisors LLC848$455.5K
RIA Advisory Group LLC842$452.3K
AFS Financial Group, LLC823$442.1K
Northern Capital Management, Inc.743$399.1K
Advance Capital Management, Inc.729$391.6K
Bessemer Securities LLC705$379.0K
Thomas J. Herzfeld Advisors, Inc.661$355.0K
Fluent Financial, LLC652$350.0K
Capula Management Ltd620$333.0K
Harel Insurance Investments & Financial Services Ltd.603$324.0K
Midwest Professional Planners, LTD.567$304.6K
Bridgefront Capital, LLC562$301.9K
Orgel Wealth Management, LLC561$301.3K
AlphaQ Advisors LLC543$291.7K
Rock Creek Group, LP542$291.1K
One Wealth Advisors, LLC521$279.8K
Global Assets Advisory, LLC502$269.6K
EHP Funds Inc.500$268.6K
Lakeshore Financial Planning, Inc.489$262.7K
Rockingstone Advisors LLC475$255.2K
Dentgroup LLC471$253.2K
Financial Advisors Network, Inc.469$251.7K
Strategic Financial Concepts, LLC451$242.3K
Delta Financial Advisors LLC450$241.7K
OneAscent Wealth Management LLC444$238.0K
Campbell & CO Investment Adviser LLC435$233.7K
Strengthening Families & Communities, LLC431$232.0K
Ellenbecker Investment Group431$231.0K
Rosenbaum Jay D.429$230.4K
WorthPointe, LLC428$229.9K
Norris Perne & French LLP427$229.5K
Parallax Volatility Advisers, L.P.425$228.3K
Financial Network Wealth Management LLC411$221.0K
EdgeRock Capital LLC407$218.6K
1620 Investment Advisors, Inc.393$211.1K
Briaud Financial Planning, Inc146$78.0K
RVW Wealth, LLC86$46.2K
Optiver Holding B.V.67$36.0K
Legacy Financial Group LLC66$35.5K
SkyView Investment Advisors, LLC38$20.0K
Marquette Asset Management, LLC27$14.5K
Hibernia Wealth Partners, LLC22$11.8K
Buck Wealth Strategies, LLC10$5.62K
Authentikos Wealth Advisory, LLC7$3.76K

Not filed for Q4 2023 yet (47)

Institutions that held Eli Lilly & Co at the end of Q3 2023 and haven't filed a 13F for Q4 2023. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding LLY in Q3 2023 that haven't filed for Q4 2023
InstitutionShares, Q3 2023Value, Q3 2023
First Republic Investment Management, Inc.811,230$435.7M
Bedel Financial Consulting Inc325,541$174.9M
Virginia Retirement Systems Et Al119,564$64.2M
Foster Dykema Cabot & Co Inc53,922$29.0M
Windsor Group LTD53,054$28.5M
Advisor Partners II, LLC49,580$26.6M
Pathstone Family Office, LLC48,177$26.2M
Mastrapasqua Asset Management Inc44,031$23.7M
Payden & Rygel Investment Group29,920$16.1M
Colony Group LLC29,460$15.8M
Column Capital Advisors, LLC783,826$14.4M
Polaris Wealth Advisory Group, LLC24,879$13.4M
Cyrus J. Lawrence, LLC21,653$11.6M
Bryn Mawr Trust Co18,988$10.2M
Comerica Securities,inc.18,923$10.2M
Daniels&Tansey,LLP41,178$9.67M
Key Bridge Compliance, LLC17,721$9.52M
Icon Wealth Partners, LLC9,836$5.28M
Rothschild Investment Corp8,766$4.71M
Old North State Trust, LLC7,397$3.97M
Tiedemann Advisors, LLC5,308$2.85M
Focus Financial Network, Inc.5,285$2.84M
Ropes Wealth Advisors LLC4,645$2.49M
Tradewinds, LLC.4,579$2.46M
Kenfarb & Co.3,860$2.07M
Golden Green, Inc.3,510$1.89M
Front Barnett Associates LLC3,255$1.75M
Sutton Wealth Advisors Inc.2,952$1.59M
West Chester Capital Advisors, Inc2,925$1.57M
Corundum Trust Company, INC2,747$1.48M
Amica Retiree Medical Trust2,263$1.22M
Truadvice, LLC1,835$1.10M
BTC Capital Management, Inc.1,841$988.9K
Mark Stevens1,510$811.1K
V Wealth Advisors LLC1,217$653.6K
Triad Financial Advisors, Inc.1,196$642.4K
Quantamental Technologies LLC1,128$605.9K
Antonetti Capital Management LLC1,080$580.1K
WFA of San Diego, LLC1,074$576.9K
PRW Wealth Management LLC923$522.2K
Goodwin Daniel L700$376.0K
J2 Capital Management Inc686$368.5K
Wealth Advisors, Inc.626$336.0K
Syntax Advisors, LLC396$212.7K
Steward Financial Group LLC258$138.0K
KB Financial Partners, LLC219$118.0K
Johnson Midwest Financial, LLC20$10.7K