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 |
|---|---|---|---|---|---|
| Lantz Financial LLC | 1,201 | $700.1K | 0.25% | −18−1.5% | Reduced |
| Hamilton Capital, LLC | 1,202 | $700.5K | 0.06% | −150−11.1% | Reduced |
| FLC Capital Advisors | 1,202 | $700.7K | 0.19% | 00.0% | Unchanged |
| Clearwater Capital Advisors, LLC | 1,202 | $700.7K | 0.08% | +15+1.3% | Added |
| Zullo Investment Group, Inc. | 1,202 | $700.7K | 0.36% | +117+10.8% | Added |
| Gladius Capital Management LP | 1,204 | $701.8K | 0.44% | −1,031−46.1% | Reduced |
| Peloton Wealth Strategists | 1,205 | $702.0K | 0.30% | +1+0.1% | Added |
| Hazlett, Burt & Watson, Inc. | 1,206 | $703.0K | 0.47% | +427+54.8% | Added |
| 1776 Wealth LLC | 1,206 | $703.0K | 0.35% | 00.0% | Unchanged |
| New Century Financial Group, LLC | 1,206 | $703.0K | 0.61% | +1,206 | New |
| Hallmark Capital Management Inc | 1,207 | $703.6K | 0.05% | −73−5.7% | Reduced |
| Glassman Wealth Services | 1,207 | $703.6K | 0.10% | −37−3.0% | Reduced |
| Godsey & Gibb Associates | 1,207 | $703.6K | 0.08% | 00.0% | Unchanged |
| Bluesphere Advisors, LLC | 1,209 | $704.8K | 0.44% | +600+98.5% | Added |
| Ellis Investment Partners, LLC | 1,210 | $705.6K | 0.16% | −160−11.7% | Reduced |
| Continuum Advisory, LLC | 1,211 | $705.8K | 0.10% | −45−3.6% | Reduced |
| Silverlake Wealth Management LLC | 1,211 | $706.1K | 0.39% | +7+0.6% | Added |
| Franklin Street Advisors Inc | 1,213 | $707.0K | 0.06% | +254+26.5% | Added |
| Greater Midwest Financial Group, LLC | 1,215 | $708.5K | 0.48% | +1,215 | New |
| Legacy Trust | 1,216 | $708.8K | 0.18% | +105+9.5% | Added |
| AlphaMark Advisors, LLC | 1,217 | $709.0K | 0.27% | −59−4.6% | Reduced |
| Verus Capital Partners, LLC | 1,220 | $711.0K | 0.09% | −54−4.2% | Reduced |
| Modern Wealth Management, LLC | 1,220 | $711.2K | 0.09% | +1,220 | New |
| Financial Council Asset Management Inc | 1,223 | $712.9K | 0.48% | +565+85.9% | Added |
| PBMares Wealth Management LLC | 1,224 | $713.5K | 0.21% | 00.0% | Unchanged |
| Lanham O'Dell & Company, Inc. | 1,226 | $714.7K | 0.50% | +1,226 | New |
| Strategic Advisors LLC | 1,228 | $715.8K | 0.14% | +84+7.3% | Added |
| McRae Capital Management Inc | 1,231 | $717.6K | 0.18% | 00.0% | Unchanged |
| Financial Engines Advisors L.L.C. | 1,234 | $719.7K | 0.00% | +196+18.9% | Added |
| One Capital Management, LLC | 1,235 | $719.9K | 0.03% | −144−10.4% | Reduced |
| Eisler Capital (UK) Ltd. | 1,238 | $721.7K | 0.07% | +1,238 | New |
| Renaissance Investment Group LLC | 1,240 | $722.8K | 0.18% | 00.0% | Unchanged |
| Truepoint, Inc. | 1,241 | $723.4K | 0.02% | +181+17.1% | Added |
| Salvus Wealth Management, LLC | 1,241 | $723.6K | 0.51% | +25+2.1% | Added |
| Schonfeld Strategic Advisors LLC | 1,245 | $725.7K | 0.01% | −74,474−98.4% | Reduced |
| Pacific Capital Partners Ltd | 1,246 | $726.3K | 0.55% | +22+1.8% | Added |
| First National Bank Sioux Falls | 1,247 | $726.9K | 0.37% | 00.0% | Unchanged |
| VitalStone Financial, LLC | 1,249 | $728.0K | 0.58% | +327+35.5% | Added |
| Bridgeworth, LLC | 1,250 | $728.6K | 0.07% | −12−1.0% | Reduced |
| Miller Investment Management, LP | 1,250 | $728.6K | 0.10% | 00.0% | Unchanged |
| Granite FO LLC | 1,250 | $728.6K | 0.49% | 00.0% | Unchanged |
| Old Port Advisors | 1,259 | $733.8K | 0.24% | +89+7.6% | Added |
| Hummer Financial Advisory Services Inc | 1,259 | $733.9K | 0.67% | 00.0% | Unchanged |
| Moss Adams Wealth Advisors LLC | 1,259 | $733.9K | 0.15% | +529+72.5% | Added |
| Aspire Private Capital, LLC | 1,260 | $734.5K | 0.22% | +661+110.4% | Added |
| Knights of Columbus Asset Advisors LLC | 1,261 | $735.1K | 0.05% | −433−25.6% | Reduced |
| HCR Wealth Advisors | 1,261 | $735.4K | 0.12% | +115+10.0% | Added |
| Segment Wealth Management, LLC | 1,263 | $736.2K | 0.07% | −15−1.2% | Reduced |
| Oxbow Advisors, LLC | 1,264 | $736.6K | 0.11% | +1+0.1% | Added |
| Private Capital Management LLC | 1,264 | $736.8K | 0.18% | −429−25.3% | Reduced |
| Gillespie Robinson & Grimm Inc | 1,265 | $737.4K | 0.07% | +225+21.6% | Added |
| XTX Topco Ltd | 1,266 | $738.0K | 0.16% | −4,965−79.7% | Reduced |
| Waterloo Capital, L.P. | 1,266 | $738.2K | 0.12% | +778+159.4% | Added |
| Hanseatic Management Services Inc | 1,267 | $738.6K | 1.29% | −40−3.1% | Reduced |
| Petra Financial Advisors Inc | 1,270 | $740.3K | 0.62% | +258+25.5% | Added |
| Arbor Trust Wealth Advisors, LLC | 1,271 | $740.9K | 0.44% | +90+7.6% | Added |
| Baldwin Brothers Inc | 1,272 | $741.5K | 0.06% | 00.0% | Unchanged |
| Latitude Advisors, LLC | 1,274 | $742.6K | 0.52% | +60+4.9% | Added |
| Wealth Quarterback LLC | 1,274 | $742.8K | 0.45% | +6+0.5% | Added |
| Puzo Michael J | 1,275 | $743.2K | 0.24% | −200−13.6% | Reduced |
| Kanawha Capital Management LLC | 1,275 | $743.2K | 0.07% | +25+2.0% | Added |
| Christensen, King & Associates Investment Services, Inc. | 1,276 | $743.8K | 0.40% | +1,276 | New |
| Klingman & Associates, LLC | 1,277 | $744.4K | 0.05% | +37+3.0% | Added |
| Evanson Asset Management, LLC | 1,279 | $745.5K | 0.06% | +56+4.6% | Added |
| Five Oceans Advisors | 1,279 | $745.6K | 0.42% | −1−0.1% | Reduced |
| First Affirmative Financial Network | 1,279 | $745.6K | 0.60% | +269+26.6% | Added |
| Opus Capital Group, LLC | 1,279 | $746.0K | 0.12% | −12−0.9% | Reduced |
| Spartan Planning & Wealth Management | 1,282 | $747.3K | 0.80% | +547+74.4% | Added |
| Excalibur Management Corp | 1,289 | $751.4K | 0.35% | 00.0% | Unchanged |
| Sterling Wealth Management, Inc. | 1,289 | $751.4K | 0.42% | +1,289 | New |
| Pekin Hardy Strauss, Inc. | 1,290 | $752.0K | 0.11% | +13+1.0% | Added |
| Almanack Investment Partners, LLC. | 891 | $752.3K | 0.14% | −1,544−63.4% | Reduced |
| Calton & Associates, Inc. | 1,292 | $752.9K | 0.30% | +1,292 | New |
| Revolve Wealth Partners, LLC | 1,296 | $755.5K | 0.15% | +44+3.5% | Added |
| Flaharty Asset Management, LLC | 1,299 | $757.0K | 0.12% | −169−11.5% | Reduced |
| Requisite Capital Management, LLC | 1,300 | $757.8K | 0.19% | 00.0% | Unchanged |
| Provident Wealth Management, LLC | 1,300 | $757.8K | 0.33% | 00.0% | Unchanged |
| Greenspring Advisors, LLC | 1,300 | $757.8K | 0.21% | 00.0% | Unchanged |
| BCJ Capital Management, LLC | 1,302 | $759.0K | 0.07% | −18,197−93.3% | Reduced |
| Global Trust Asset Management, LLC | 1,302 | $759.0K | 0.33% | 00.0% | Unchanged |
| CKW Financial Group | 1,302 | $759.0K | 0.11% | 00.0% | Unchanged |
| Jackson Hole Capital Partners, LLC | 1,306 | $761.0K | 0.19% | 00.0% | Unchanged |
| Mirabella Financial Services LLP | 1,307 | $761.9K | 0.11% | +1,307 | New |
| Successful Portfolios LLC | 1,309 | $763.0K | 0.57% | +95+7.8% | Added |
| Cooper Financial Group | 1,310 | $763.8K | 0.14% | +4+0.3% | Added |
| Valley Brook Capital Group | 1,311 | $764.2K | 0.67% | +40+3.1% | Added |
| St Germain D J Co Inc | 1,312 | $764.8K | 0.04% | +66+5.3% | Added |
| RFP Financial Group LLC | 1,317 | $767.5K | 0.31% | +42+3.3% | Added |
| Weaver Capital Management LLC | 1,318 | $768.3K | 0.31% | +1,318 | New |
| BEAM Asset Management, LLC | 1,323 | $770.9K | 0.49% | −1−0.1% | Reduced |
| Cornell Pochily Investment Advisors, Inc. | 1,326 | $773.5K | 0.32% | −1−0.1% | Reduced |
| Pettee Investors, Inc. | 1,330 | $775.3K | 0.34% | 00.0% | Unchanged |
| Clearview Wealth Advisors LLC | 1,332 | $776.2K | 0.90% | +1,332 | New |
| Arrowroot Family Office, LLC | 1,332 | $776.4K | 0.55% | +1+0.1% | Added |
| Delta Investment Management, LLC | 1,335 | $778.2K | 0.19% | 00.0% | Unchanged |
| Stevard, LLC | 1,337 | $779.4K | 0.77% | +355+36.2% | Added |
| Pineridge Advisors LLC | 1,337 | $779.4K | 0.26% | +1,337 | New |
| Reliant Investment Management, LLC | 1,338 | $779.9K | 0.40% | −44−3.2% | Reduced |
| FSM Wealth Advisors, LLC | 1,340 | $780.9K | 0.33% | +16+1.2% | Added |
| Green Alpha Advisors, LLC | 1,341 | $781.7K | 0.56% | 00.0% | Unchanged |