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 |
|---|---|---|---|---|---|
| Claro Advisors LLC | 1,342 | $782.4K | 0.17% | −36−2.6% | Reduced |
| Stony Point Wealth Management Inc. | 1,342 | $782.5K | 0.36% | −81−5.7% | Reduced |
| Monterey Private Wealth, Inc. | 1,344 | $783.4K | 0.35% | +22+1.7% | Added |
| Drake & Associates, LLC | 1,344 | $783.7K | 0.32% | −436−24.5% | Reduced |
| PPS&V Asset Management Consultants, Inc. | 1,345 | $784.2K | 0.60% | −60−4.3% | Reduced |
| Capital Advisors, Ltd. LLC | 1,347 | $785.0K | 0.11% | 00.0% | Unchanged |
| Riverstone Advisors, LLC | 1,350 | $786.9K | 0.51% | 00.0% | Unchanged |
| MBL Wealth, LLC | 1,353 | $788.7K | 0.10% | +6+0.4% | Added |
| Summit Asset Management, LLC | 1,357 | $791.0K | 0.19% | −42−3.0% | Reduced |
| Wambolt & Associates, LLC | 1,358 | $791.5K | 0.26% | −154−10.2% | Reduced |
| Pointe Capital Management LLC | 1,358 | $791.6K | 0.55% | −65−4.6% | Reduced |
| Darden Wealth Group Inc | 1,360 | $792.8K | 0.76% | +1,360 | New |
| Capital Planning Advisors, LLC | 1,361 | $793.4K | 0.15% | −57−4.0% | Reduced |
| Alterity Financial Group, LLC | 1,364 | $795.1K | 1.14% | +31+2.3% | Added |
| Massachusetts Wealth Management | 1,365 | $795.7K | 0.64% | +785+135.3% | Added |
| Point Break Capital Management, LLC | 1,365 | $795.7K | 0.99% | +1,365 | New |
| Wimmer Associates 1, LLC | 1,367 | $796.9K | 0.45% | −28−2.0% | Reduced |
| LifePro Asset Management | 1,367 | $797.0K | 0.62% | +49+3.7% | Added |
| First Command Advisory Services, Inc. | 1,370 | $798.6K | 0.01% | +15+1.1% | Added |
| Kellett Schaffner Wealth Advisors LLC | 1,371 | $799.2K | 0.59% | +70+5.4% | Added |
| Raab & Moskowitz Asset Management LLC | 1,372 | $799.8K | 0.25% | −43−3.0% | Reduced |
| Mowery & Schoenfeld Wealth Management, LLC | 1,373 | $800.4K | 1.62% | +1,373 | New |
| Gables Capital Management Inc. | 1,379 | $803.8K | 0.50% | 00.0% | Unchanged |
| Quadcap Wealth Management, LLC | 1,380 | $804.4K | 0.21% | +1,380 | New |
| Gratus Wealth Advisors, LLC | 1,381 | $805.0K | 0.16% | +1,381 | New |
| Imprint Wealth LLC | 1,375 | $807.7K | 0.65% | −1,349−49.5% | Reduced |
| Resources Management Corp | 1,391 | $811.0K | 0.12% | +55+4.1% | Added |
| Wallace Capital Management Inc. | 1,392 | $811.3K | 0.12% | −540−28.0% | Reduced |
| Atlantic Edge Private Wealth Management, LLC | 1,393 | $811.8K | 0.33% | +1,393 | New |
| Machina Capital S.A.S. | 1,400 | $816.1K | 0.53% | +1,400 | New |
| CenterStar Asset Management, LLC | 1,401 | $817.6K | 0.84% | −16−1.1% | Reduced |
| Prospect Financial Services LLC | 1,404 | $818.1K | 0.83% | +1,404 | New |
| Prentice Wealth Management LLC | 1,404 | $818.4K | 0.32% | +44+3.2% | Added |
| Mark Sheptoff Financial Planning, LLC | 1,409 | $821.3K | 0.49% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 1,414 | $824.2K | 0.65% | +1,414 | New |
| NorthStar Asset Management LLC | 1,415 | $824.6K | 0.75% | +1,415 | New |
| Eads & Heald Wealth Management | 1,421 | $828.0K | 0.40% | −166−10.5% | Reduced |
| Paragon Capital Management Ltd | 1,425 | $831.1K | 0.17% | −160−10.1% | Reduced |
| Mayfair Advisory Group, LLC | 1,409 | $834.4K | 0.71% | +12+0.9% | Added |
| Smith Chas P & Associates Pa Cpas | 1,438 | $838.0K | 0.06% | +100+7.5% | Added |
| Gunn & Co Investment Management, Inc. | 1,438 | $838.0K | 0.06% | +798+124.7% | Added |
| Hudson Value Partners, LLC | 1,438 | $838.2K | 0.39% | −30−2.0% | Reduced |
| Parnassus Investments | 1,438 | $838.2K | 0.00% | +74+5.4% | Added |
| Intelligence Driven Advisers, LLC | 1,300 | $839.3K | 0.14% | +373+40.2% | Added |
| Global Financial Private Client, LLC | 1,440 | $839.6K | 0.39% | 00.0% | Unchanged |
| Silver Oak Securities, Inc | 1,441 | $840.1K | 0.11% | −243−14.4% | Reduced |
| Lee Financial Co | 1,444 | $841.7K | 0.15% | +53+3.8% | Added |
| Dover Advisors, LLC | 1,445 | $842.3K | 1.11% | −388−21.2% | Reduced |
| Threadgill Financial, LLC | 1,448 | $843.8K | 0.56% | 00.0% | Unchanged |
| MBE Wealth Management, LLC | 1,451 | $845.8K | 0.43% | +1,030+244.7% | Added |
| Dogwood Wealth Management LLC | 1,453 | $847.1K | 0.66% | +1,453 | New |
| Nicolet Bankshares Inc | 1,454 | $847.6K | 0.23% | −136−8.6% | Reduced |
| Court Place Advisors, LLC | 1,457 | $849.3K | 0.28% | −106−6.8% | Reduced |
| Community Trust & Investment Co | 1,457 | $849.3K | 0.07% | −70−4.6% | Reduced |
| Auxano Advisors, LLC | 1,457 | $849.3K | 0.29% | −72−4.7% | Reduced |
| ERn Financial, LLC | 1,364 | $850.2K | 0.16% | +495+57.0% | Added |
| Norman Fields, Gottscho Capital Management, LLC | 1,460 | $851.0K | 0.34% | 00.0% | Unchanged |
| Advus Financial Partners, LLC | 1,461 | $851.9K | 0.29% | −40−2.7% | Reduced |
| Foster Group, Inc. | 1,590 | $854.1K | 0.05% | 00.0% | Unchanged |
| Bell Bank | 1,469 | $856.3K | 0.08% | −1,228−45.5% | Reduced |
| Pine Harbor Wealth Management, LLC | 1,474 | $859.1K | 0.65% | +1,474 | New |
| Waypoint Capital Advisors, LLC | 1,475 | $859.8K | 0.25% | +96+7.0% | Added |
| Lathrop Investment Management Corp | 1,476 | $860.0K | 0.18% | 00.0% | Unchanged |
| Newman Dignan & Sheerar, Inc. | 1,480 | $862.7K | 0.26% | +100+7.2% | Added |
| Amarillo National Bank | 1,481 | $863.3K | 0.17% | −15−1.0% | Reduced |
| ProVise Management Group, LLC | 1,488 | $867.3K | 0.07% | +70+4.9% | Added |
| SignalPoint Asset Management, LLC | 1,491 | $869.0K | 0.26% | 00.0% | Unchanged |
| Pacific Sage Partners, LLC | 1,491 | $869.1K | 0.24% | −100−6.3% | Reduced |
| Camelot Portfolios, LLC | 1,492 | $869.7K | 0.51% | +1,492 | New |
| Hartford Funds Management Co LLC | 1,492 | $869.9K | 0.09% | −195−11.6% | Reduced |
| XML Financial, LLC | 1,497 | $872.8K | 0.09% | −69−4.4% | Reduced |
| Park Edge Advisors, LLC | 1,502 | $875.6K | 0.30% | +793+111.8% | Added |
| Measured Wealth Private Client Group, LLC | 1,512 | $881.4K | 0.32% | −60−3.8% | Reduced |
| E Fund Management Co., Ltd. | 1,512 | $881.4K | 0.06% | +117+8.4% | Added |
| Athena Investment Management | 1,515 | $883.1K | 0.57% | 00.0% | Unchanged |
| Eagle Ridge Investment Management | 1,518 | $884.9K | 0.09% | 00.0% | Unchanged |
| DMG Group, LLC | 1,520 | $886.0K | 0.84% | −250−14.1% | Reduced |
| Kennedy Investment Group | 1,520 | $886.2K | 0.50% | +202+15.3% | Added |
| Cherry Tree Wealth Management, LLC | 1,521 | $886.6K | 0.24% | −32−2.1% | Reduced |
| Saxony Capital Management, LLC | 1,523 | $887.9K | 1.18% | +1,523 | New |
| Traphagen Investment Advisors LLC | 1,523 | $887.9K | 0.10% | +109+7.7% | Added |
| McLean Asset Management Corp | 1,436 | $888.0K | 0.33% | −3−0.2% | Reduced |
| Prosperity Financial Group, Inc. | 1,524 | $888.2K | 0.62% | +47+3.2% | Added |
| Worth Asset Management, LLC | 1,527 | $890.1K | 0.64% | −2,387−61.0% | Reduced |
| Ameliora Wealth Management Ltd. | 1,529 | $891.3K | 0.44% | +717+88.3% | Added |
| Alpha Family Trust | 1,530 | $891.9K | 0.60% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 1,535 | $894.8K | 0.85% | −20−1.3% | Reduced |
| Cahaba Wealth Management, Inc. | 1,536 | $895.2K | 0.09% | +24+1.6% | Added |
| Sky Investment Group LLC | 1,539 | $896.9K | 0.19% | 00.0% | Unchanged |
| Burns Matteson Capital Management, LLC | 1,543 | $898.8K | 0.63% | +63+4.3% | Added |
| Hill Investment Group Partners, LLC | 1,543 | $899.4K | 0.13% | 00.0% | Unchanged |
| Nvest Financial, LLC | 1,544 | $899.8K | 0.71% | 00.0% | Unchanged |
| LexAurum Advisors, LLC | 1,550 | $903.6K | 0.24% | +130+9.2% | Added |
| Fusion Capital, LLC | 1,551 | $904.4K | 0.46% | −248−13.8% | Reduced |
| Convergence Investment Partners, LLC | 1,554 | $906.0K | 0.47% | +135+9.5% | Added |
| National Philanthropic Trust | 1,556 | $907.2K | 0.02% | +1,556 | New |
| CSM Advisors, LLC | 1,562 | $909.0K | 0.07% | 00.0% | Unchanged |
| Stewart & Patten Co LLC | 1,560 | $909.4K | 0.14% | −100−6.0% | Reduced |
| Oracle Alpha Inc. | 1,560 | $909.4K | 1.18% | +1,560 | New |
| Aviance Capital Partners, LLC | 1,560 | $909.5K | 0.19% | 00.0% | Unchanged |