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Livermore
ZHEN

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; 4,643 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, Q4 2023

Institutional positions in Eli Lilly & Co as of Dec 31, 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
3,277
+345 vs. Q3 2023
Shares held
784.9M
+1.91M (+0.2%) vs. Q3 2023
Total value
$457.2B
+$36.3B (+8.6%) vs. Q3 2023
New holders
442
1,217 more added
Sold out
97
1,237 more reduced

47 institutions that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q3 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.

Institutional holdersQ4 2023: 3,277 institutions
Q1 2021: 1,952 institutionsQ2 2021: 2,027 institutionsQ3 2021: 2,056 institutionsQ4 2021: 2,308 institutionsQ1 2022: 2,350 institutionsQ2 2022: 2,451 institutionsQ3 2022: 2,490 institutionsQ4 2022: 2,673 institutionsQ1 2023: 2,620 institutionsQ2 2023: 2,819 institutionsQ3 2023: 2,979 institutionsQ4 2023: 3,277 institutionsQ1 2024: 3,466 institutionsQ2 2024: 3,572 institutionsQ3 2024: 3,667 institutionsQ4 2024: 3,914 institutionsQ1 2025: 3,929 institutionsQ2 2025: 3,915 institutionsQ3 2025: 3,905 institutionsQ4 2025: 4,453 institutionsQ1 2026: 4,392 institutionsQ2 2026: 4,643 institutions
Value heldQ4 2023: $457.2B
Q1 2021: $148.0BQ2 2021: $182.0BQ3 2021: $183.1BQ4 2021: $218.0BQ1 2022: $225.8BQ2 2022: $255.6BQ3 2022: $256.1BQ4 2022: $288.4BQ1 2023: $269.7BQ2 2023: $366.7BQ3 2023: $421.9BQ4 2023: $457.2BQ1 2024: $607.2BQ2 2024: $707.0BQ3 2024: $687.4BQ4 2024: $602.9BQ1 2025: $688.4BQ2 2025: $610.1BQ3 2025: $583.5BQ4 2025: $843.2BQ1 2026: $712.9BQ2 2026: $942.7B
Institutions holding LLY and their total value by quarter
QuarterHoldersValue
Q2 20264,643$942.7B
Q1 20264,392$712.9B
Q4 20254,453$843.2B
Q3 20253,905$583.5B
Q2 20253,915$610.1B
Q1 20253,929$688.4B
Q4 20243,914$602.9B
Q3 20243,667$687.4B
Q2 20243,572$707.0B
Q1 20243,466$607.2B
Q4 20233,277$457.2B
Q3 20232,979$421.9B
Q2 20232,819$366.7B
Q1 20232,620$269.7B
Q4 20222,673$288.4B
Q3 20222,490$256.1B
Q2 20222,451$255.6B
Q1 20222,350$225.8B
Q4 20212,308$218.0B
Q3 20212,056$183.1B
Q2 20212,027$182.0B
Q1 20211,952$148.0B

Institutions, Q4 2023

Shares, value and share of portfolio for each institution holding Eli Lilly & Co; share changes are against Q3 2023.

Institutions holding LLY in Q4 2023
InstitutionSharesValue% of portfolioChange in sharesAction
Sit Investment Associates Inc8$1.00K0.00%+8New
Delos Wealth Advisors, LLC2$1.17K0.00%−89−97.8%Reduced
Nationale-Nederlanden Powszechne Towarzystwo Emerytalne S.A.3$1.75K0.00%−49,338−100.0%Reduced
Impact Partnership Wealth, LLC3$1.75K0.00%−198−98.5%Reduced
Macroview Investment Management LLC4$2.33K0.00%−31−88.6%Reduced
CGC Financial Services, LLC4$2.33K0.00%00.0%Unchanged
Vima LLC4$2.33K0.01%+4New
Longfellow Investment Management Co LLC5$2.92K0.00%00.0%Unchanged
Investors Research Corp6$3.50K0.00%+6New
Red Tortoise LLC7$4.08K0.00%00.0%Unchanged
Perritt Capital Management Inc7$4.09K0.00%00.0%Unchanged
MeadowBrook Investment Advisors LLC8$4.66K0.00%+8New
Fairman Group, LLC8$4.66K0.00%+8New
Vaughan Nelson Investment Management, L.P.8$5.00K0.00%+8New
Tfo-TDC, LLC9$5.25K0.00%00.0%Unchanged
Ibex Wealth Advisors10$5.74K1.25%−8,958−99.9%Reduced
Belmont Capital, LLC10$5.83K0.00%−2,688−99.6%Reduced
USA Financial Portformulas Corp10$5.83K0.00%−246−96.1%Reduced
Vermillion & White Wealth Management Group, LLC10$5.83K0.01%+10New
Signature Resources Capital Management, LLC10$5.83K0.01%+10New
TD Capital Management LLC10$5.85K0.00%00.0%Unchanged
Sanctuary Wealth Management, L.L.C.10$5.86K0.01%00.0%Unchanged
Rogco, LP12$7.00K0.00%−8−40.0%Reduced
WestEnd Advisors, LLC12$7.00K0.00%+1+9.1%Added
LGT Financial Advisors LLC13$7.58K0.01%−25−65.8%Reduced
Advisors Preferred, LLC13$7.70K0.00%−8−38.1%Reduced
DecisionPoint Financial, LLC14$8.16K0.00%−3−17.6%Reduced
New England Capital Financial Advisors LLC14$8.24K0.00%00.0%Unchanged
JDM Financial Group LLC15$8.74K0.01%00.0%Unchanged
Highline Wealth Partners LLC15$8.74K0.00%00.0%Unchanged
Kozak & Associates, Inc.15$9.73K0.00%−7−31.8%Reduced
Life Planning Partners, Inc17$9.91K0.01%+17New
Morgan Dempsey Capital Management LLC23$13.4K0.00%00.0%Unchanged
PayPay Securities Corp23$13.9K0.68%−2−8.0%Reduced
Blume Capital Management, Inc.25$14.6K0.00%00.0%Unchanged
Founders Capital Management25$14.6K0.01%00.0%Unchanged
Northwest Financial Advisors32$18.7K0.02%+32New
Iron Horse Wealth Management, LLC33$19.2K0.01%00.0%Unchanged
Morton Brown Family Wealth, LLC33$19.2K0.01%00.0%Unchanged
Cedar Mountain Advisors, LLC33$19.2K0.01%+3+10.0%Added
Wiser Advisor Group LLC34$19.8K0.03%+34New
JCIC Asset Management Inc.35$20.4K0.01%−15−30.0%Reduced
American State Bank (Iowa)35$20.4K0.01%+35New
True Wealth Design, LLC37$21.6K0.01%00.0%Unchanged
Laffer Tengler Investments39$22.7K0.01%+39New
Manitou Investment Management Ltd.40$23.3K0.01%00.0%Unchanged
Citizens National Bank Trust Department40$23.3K0.01%00.0%Unchanged
Team Financial Group, LLC40$23.4K0.02%00.0%Unchanged
REAP Financial Group, LLC41$23.7K0.01%+41New
Avondale Wealth Management43$25.1K0.02%00.0%Unchanged
Lipe & Dalton45$26.0K0.01%+45New
Sofos Investments, Inc.48$28.2K0.01%+44+1,100.0%Added
Creative Capital Management Investments LLC49$28.6K0.02%00.0%Unchanged
Core Wealth Advisors, Inc.49$28.6K0.01%+32+188.2%Added
First Community Trust NA50$29.1K0.03%00.0%Unchanged
Western Pacific Wealth Management, LP50$29.1K0.02%00.0%Unchanged
Thompson Investment Management, Inc.50$29.1K0.00%00.0%Unchanged
Tidemark, LLC50$29.1K0.02%+50New
Broadwater Capital Management LLC50$29.1K0.02%+50New
Hoese & Co LLP50$29.6K0.03%00.0%Unchanged
Studio Investment Management LLC55$32.1K0.01%00.0%Unchanged
Toth Financial Advisory Corp59$34.4K0.00%+8+15.7%Added
Stephenson National Bank & Trust60$35.0K0.02%−32−34.8%Reduced
Retirement Group, LLC60$35.1K0.01%00.0%Unchanged
Caitlin John, LLC61$35.3K0.03%+61New
Frank, Rimerman Advisors LLC64$37.3K0.01%+64New
St. Johns Investment Management Company, LLC67$39.1K0.02%+37+123.3%Added
Norwood Financial Corp70$40.8K0.06%00.0%Unchanged
Family CFO Inc74$43.1K0.03%00.0%Unchanged
Richardson Financial Services Inc.74$43.1K0.04%+74New
Stone House Investment Management, LLC75$43.5K0.01%+1+1.4%Added
Friedenthal Financial75$43.7K0.03%−1,207−94.1%Reduced
O'Brien Wealth Partners LLC75$43.7K0.01%+31+70.5%Added
Bay Harbor Wealth Management, LLC75$43.7K0.02%+75New
Bromfield Sneider Wealth Advisors80$46.6K0.03%00.0%Unchanged
Carolina Wealth Advisors, LLC81$47.2K0.02%00.0%Unchanged
DSM Capital Partners LLC81$47.2K0.00%+81New
Winch Advisory Services, LLC82$47.8K0.02%00.0%Unchanged
Valued Wealth Advisors LLC90$48.3K0.04%+90New
Cypress Capital Management LLC (WY)85$49.5K0.05%−15−15.0%Reduced
Cornerstone Planning Group LLC89$51.9K0.02%+3+3.5%Added
Custom Portfolio Group LLC95$55.4K0.05%+95New
BOK Financial Private Wealth, Inc.95$55.4K0.00%00.0%Unchanged
Aspect Partners, LLC99$57.7K0.04%+99New
Miller Wealth Advisors, LLC100$58.3K0.04%00.0%Unchanged
Tanglewood Legacy Advisors, LLC100$58.3K0.03%00.0%Unchanged
Davis Capital Management100$58.3K0.06%+100New
Clear Point Advisors Inc.100$58.3K0.05%+100New
WealthCollab, LLC104$60.6K0.05%+104New
Semmax Financial Advisors Inc.83$61.8K0.02%00.0%Unchanged
Itau Unibanco Holding S.A.107$62.4K0.00%−57−34.8%Reduced
Altshuler Shaham Ltd19,319$65.3K0.00%−29−0.1%Reduced
FWL Investment Management, LLC112$65.3K0.04%+25+28.7%Added
DiNuzzo Private Wealth, Inc.119$69.4K0.01%+119New
Able Wealth Management LLC129$75.5K0.07%+129New
First Pacific Financial130$75.8K0.02%00.0%Unchanged
MB, Levis & Associates, LLC130$76.1K0.04%00.0%Unchanged
Creekmur Asset Management LLC131$76.6K0.02%+131New
DAGCO, Inc.135$78.7K0.07%+135New
Dynamic Wealth Strategies, LLC135$78.7K0.07%+135New