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, 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.
| 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, Q4 2023
Shares, value and share of portfolio for each institution holding Eli Lilly & Co; share changes are against Q3 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| M. Kraus & Co | 1,029 | $599.8K | 0.20% | −59−5.4% | Reduced |
| Baader Bank INC | 1,040 | $600.2K | 0.05% | −716−40.8% | Reduced |
| Mendel Capital Management LLC | 1,031 | $600.7K | 0.43% | +31+3.1% | Added |
| Heritage Wealth Management, Inc. | 1,032 | $601.6K | 0.65% | +1,032 | New |
| Beacon Capital Management, LLC | 1,121 | $602.2K | 0.17% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 955 | $602.5K | 0.13% | +60+6.7% | Added |
| Algert Global LLC | 1,034 | $602.7K | 0.02% | +60+6.2% | Added |
| Stonebridge Financial Planning Group, LLC | 1,034 | $602.7K | 0.35% | +594+135.0% | Added |
| Wulff, Hansen & Co. | 1,035 | $603.3K | 0.67% | 00.0% | Unchanged |
| Charter Oak Capital Management, LLC | 1,036 | $604.0K | 0.07% | −10−1.0% | Reduced |
| Wayfinding Financial, LLC | 1,037 | $604.0K | 0.41% | +220+26.9% | Added |
| Secure Asset Management, LLC | 1,042 | $607.4K | 0.16% | +235+29.1% | Added |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 1,045 | $609.2K | 0.11% | +645+161.3% | Added |
| Phillips Financial Management, LLC | 1,048 | $610.8K | 0.05% | +45+4.5% | Added |
| Mosley Wealth Management | 1,051 | $612.6K | 0.60% | +1,051 | New |
| Key Client Fiduciary Advisors, LLC | 1,054 | $614.5K | 0.36% | +108+11.4% | Added |
| Innova Wealth Partners | 1,055 | $615.0K | 0.53% | 00.0% | Unchanged |
| Tilia Fiduciary Partners, Inc. | 1,056 | $615.4K | 0.57% | −179−14.5% | Reduced |
| Columbia Trust Co 01012016 | 1,056 | $615.6K | 0.28% | +39+3.8% | Added |
| Garde Capital, Inc. | 1,057 | $616.0K | 0.05% | +180+20.5% | Added |
| GEM Asset Management, LLC | 1,058 | $616.5K | 0.43% | +1+0.1% | Added |
| Seven Mile Advisory | 1,060 | $618.1K | 0.54% | +57+5.7% | Added |
| TrueWealth Advisors, LLC | 1,063 | $619.7K | 0.24% | −26−2.4% | Reduced |
| Soltis Investment Advisors LLC | 1,064 | $620.2K | 0.07% | −278−20.7% | Reduced |
| Financial Partners Group, Inc | 1,065 | $620.9K | 0.11% | −14−1.3% | Reduced |
| Swisher Financial Concepts, Inc. | 978 | $622.0K | 0.60% | +978 | New |
| Paulson Wealth Management Inc. | 1,069 | $623.1K | 0.20% | −35−3.2% | Reduced |
| Roof Eidam & Maycock | 1,070 | $623.7K | 0.19% | 00.0% | Unchanged |
| Lantern Wealth Advisors, LLC | 1,070 | $623.7K | 0.49% | +1,070 | New |
| Hoxton Planning & Management, LLC | 1,070 | $624.0K | 0.33% | −2−0.2% | Reduced |
| CCM Investment Advisers LLC | 1,071 | $624.3K | 0.08% | +55+5.4% | Added |
| Navis Wealth Advisors, LLC | 1,072 | $625.1K | 0.82% | 00.0% | Unchanged |
| First United Bank Trust | 1,075 | $626.6K | 0.25% | −20−1.8% | Reduced |
| Black Diamond Financial, LLC | 1,079 | $629.0K | 0.17% | −36−3.2% | Reduced |
| Elevated Capital Advisors, LLC | 1,079 | $629.0K | 0.20% | +19+1.8% | Added |
| Liberty Wealth Management LLC | 1,079 | $629.0K | 0.13% | −122−10.2% | Reduced |
| Morton Community Bank | 1,080 | $629.6K | 0.21% | +1,080 | New |
| Security Financial Services, INC. | 1,082 | $630.7K | 0.15% | −29−2.6% | Reduced |
| New Republic Capital, LLC | 1,082 | $630.7K | 0.45% | +145+15.5% | Added |
| Capital Analysts, LLC | 1,084 | $632.0K | 0.03% | −39−3.5% | Reduced |
| Aspen Investment Management Inc | 1,084 | $632.0K | 0.35% | +493+83.4% | Added |
| Northstar Group, Inc. | 1,085 | $632.5K | 0.14% | 00.0% | Unchanged |
| Sage Capital Management, LLC | 1,087 | $633.1K | 0.38% | +1,087 | New |
| Citizens Business Bank | 1,093 | $637.1K | 0.14% | −335−23.5% | Reduced |
| Eagle Strategies LLC | 1,098 | $640.3K | 0.14% | +23+2.1% | Added |
| Sound Income Strategies, LLC | 1,101 | $641.8K | 0.05% | −48−4.2% | Reduced |
| Balboa Wealth Partners | 1,102 | $642.4K | 0.21% | −114−9.4% | Reduced |
| Stillwater Capital Advisors, LLC | 1,104 | $643.5K | 0.10% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 1,105 | $644.3K | 0.06% | −111−9.1% | Reduced |
| LWMG, LLC | 1,106 | $644.6K | 0.16% | −21−1.9% | Reduced |
| Wealth Architects, LLC | 1,106 | $644.8K | 0.09% | −54−4.7% | Reduced |
| Quantum Financial Advisors, LLC | 1,108 | $645.8K | 0.16% | 00.0% | Unchanged |
| Monarch Capital Management Inc | 1,112 | $648.2K | 0.20% | −14−1.2% | Reduced |
| Regatta Capital Group, LLC | 1,112 | $648.2K | 0.17% | +11+1.0% | Added |
| Ritter Daniher Financial Advisory LLC | 1,118 | $651.7K | 0.24% | −8−0.7% | Reduced |
| Mount Vernon Associates Inc | 1,120 | $653.0K | 0.64% | 00.0% | Unchanged |
| Financial Advisory Group | 1,124 | $655.2K | 0.12% | −1−0.1% | Reduced |
| Cambridge Financial Group, LLC | 1,127 | $657.0K | 0.34% | +1,127 | New |
| Jacobsen Capital Management | 1,129 | $658.1K | 0.33% | +187+19.9% | Added |
| Aurora Private Wealth, Inc. | 1,130 | $659.0K | 0.62% | +237+26.5% | Added |
| Albion Financial Group | 1,132 | $659.9K | 0.05% | −3−0.3% | Reduced |
| GFS Advisors, LLC | 1,133 | $660.0K | 0.10% | −560−33.1% | Reduced |
| Dock Street Asset Management Inc | 1,134 | $661.0K | 0.10% | 00.0% | Unchanged |
| MBA Advisors LLC | 1,139 | $663.9K | 0.37% | +29+2.6% | Added |
| NWF Advisory Services Inc. | 1,139 | $664.3K | 0.13% | +13+1.2% | Added |
| JJJ Advisors Inc. | 1,142 | $665.7K | 0.16% | +145+14.5% | Added |
| Financial Management Network Inc | 1,077 | $666.3K | 0.19% | +249+30.1% | Added |
| Holderness Investments Co | 1,145 | $667.5K | 0.18% | +40+3.6% | Added |
| Consolidated Planning Corp | 1,147 | $668.6K | 0.12% | +141+14.0% | Added |
| Sterling Investment Counsel, LLC | 1,150 | $670.4K | 0.34% | 00.0% | Unchanged |
| Alliance Wealth Advisors, LLC | 1,150 | $670.4K | 0.23% | +35+3.1% | Added |
| Bouchey Financial Group Ltd | 1,153 | $672.3K | 0.07% | 00.0% | Unchanged |
| Gilliland Jeter Wealth Management LLC | 1,154 | $672.7K | 0.28% | +1,154 | New |
| McDonald Partners LLC | 1,155 | $673.3K | 0.20% | 00.0% | Unchanged |
| Asio Capital, LLC | 1,156 | $673.9K | 0.16% | +125+12.1% | Added |
| Waterfront Wealth Inc. | 1,157 | $674.2K | 0.20% | +24+2.1% | Added |
| Astoria Portfolio Advisors LLC. | 957 | $674.7K | 0.27% | +27+2.9% | Added |
| Fingerlakes Wealth Management, Inc. | 1,159 | $675.7K | 0.73% | +2+0.2% | Added |
| Widmann Financial Services, Inc. | 1,164 | $678.5K | 0.61% | 00.0% | Unchanged |
| Richard W. Paul & Associates, LLC | 1,167 | $680.1K | 0.29% | +257+28.2% | Added |
| First Trust Investment Solutions L.P. | 1,167 | $680.3K | 0.14% | +1,167 | New |
| Robinson Smith Wealth Advisors LLC | 1,168 | $680.9K | 0.67% | +1,168 | New |
| ING Groep NV | 1,169 | $681.4K | 0.01% | −98,939−98.8% | Reduced |
| Mitsubishi UFJ Morgan Stanley Securities Co., Ltd. | 1,175 | $684.9K | 3.95% | +1,175 | New |
| Tradition Wealth Management, LLC | 1,175 | $685.0K | 0.07% | +11+0.9% | Added |
| Exchange Bank | 1,177 | $686.1K | 0.59% | −48−3.9% | Reduced |
| Altrius Capital Management Inc | 1,177 | $686.1K | 0.19% | +7+0.6% | Added |
| Aprio Wealth Management, LLC | 1,178 | $686.9K | 0.15% | +22+1.9% | Added |
| Lewis Asset Management, LLC | 1,180 | $687.8K | 0.63% | +1,180 | New |
| Talisman Wealth Advisors LLC | 1,183 | $689.7K | 1.02% | −26−2.2% | Reduced |
| Fort Pitt Capital Group, LLC | 1,184 | $689.9K | 0.02% | +123+11.6% | Added |
| Prosperity Consulting Group, LLC | 1,184 | $690.0K | 0.23% | +570+92.8% | Added |
| Parametrica Management Ltd | 1,184 | $690.2K | 1.13% | −4,809−80.2% | Reduced |
| Pegasus Partners Ltd. | 1,188 | $692.5K | 0.08% | −56−4.5% | Reduced |
| Peak Planning Group, LLC | 1,191 | $694.2K | 0.50% | +15+1.3% | Added |
| Edgemoor Investment Advisors, Inc. | 1,193 | $695.6K | 0.07% | −135−10.2% | Reduced |
| Thrive Wealth Management, LLC | 1,193 | $695.6K | 0.15% | −56−4.5% | Reduced |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 1,193 | $695.6K | 0.08% | +185+18.4% | Added |
| Whitener Capital Management, Inc. | 1,196 | $697.2K | 0.25% | +1,196 | New |
| CM Wealth Advisors LLC | 1,200 | $699.5K | 0.30% | 00.0% | Unchanged |