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
- 3,276
- +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
- 1,236 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 |
|---|---|---|---|---|---|
| Corundum Group, Inc. | 1,566 | $912.9K | 0.46% | +8+0.5% | Added |
| Journey Strategic Wealth LLC | 1,569 | $914.6K | 0.04% | −42−2.6% | Reduced |
| WealthPLAN Partners, LLC | 1,573 | $916.8K | 0.09% | 00.0% | Unchanged |
| Cox Capital Mgt LLC | 1,575 | $918.1K | 0.60% | 00.0% | Unchanged |
| Invenio Wealth Partners LLC | 1,577 | $919.3K | 0.66% | −194−11.0% | Reduced |
| Orion Capital Management LLC | 1,584 | $923.3K | 0.54% | +250+18.7% | Added |
| McAdam, LLC | 1,590 | $926.7K | 0.07% | +84+5.6% | Added |
| US Asset Management LLC | 1,592 | $928.0K | 0.92% | +1,592 | New |
| Forbes J M & Co LLP | 1,593 | $928.6K | 0.11% | 00.0% | Unchanged |
| Monetta Financial Services Inc | 1,600 | $932.7K | 0.89% | 00.0% | Unchanged |
| Intact Investment Management Inc. | 1,600 | $932.7K | 0.04% | 00.0% | Unchanged |
| Prescott Group Capital Management, L.L.C. | 1,600 | $933.0K | 0.16% | 00.0% | Unchanged |
| ABN AMRO Bank N.V. | 1,593 | $934.0K | 0.02% | −700−30.5% | Reduced |
| Brown Wealth Management, LLC | 1,609 | $937.9K | 0.42% | 00.0% | Unchanged |
| Delap Wealth Advisory, LLC | 1,609 | $937.9K | 0.42% | +1,127+233.8% | Added |
| Intrua Financial, LLC | 1,611 | $939.2K | 0.15% | −173−9.7% | Reduced |
| Advisory Alpha, LLC | 1,612 | $939.9K | 0.04% | +818+103.0% | Added |
| Cedar Brook Financial Partners, LLC | 1,481 | $941.8K | 0.21% | −118−7.4% | Reduced |
| Colonial River Wealth Management, LLC | 1,616 | $942.0K | 0.56% | +1,067+194.4% | Added |
| Westbourne Investment Advisors, Inc. | 1,618 | $943.0K | 0.38% | 00.0% | Unchanged |
| Ted Buchan & Co | 1,620 | $944.3K | 0.69% | −103−6.0% | Reduced |
| Birinyi Associates Inc | 1,629 | $950.0K | 0.34% | +879+117.2% | Added |
| CarsonAllaria Wealth Management, Ltd. | 1,630 | $950.4K | 0.68% | −18−1.1% | Reduced |
| Patriot Investment Management Inc. | 1,633 | $951.9K | 0.08% | −434−21.0% | Reduced |
| Solstein Capital, LLC | 1,634 | $952.5K | 0.70% | 00.0% | Unchanged |
| Longview Financial Advisors, Inc. | 1,638 | $955.1K | 0.77% | +1,638 | New |
| Forte Capital LLC | 1,640 | $956.2K | 0.13% | +108+7.0% | Added |
| Wealth Management Partners, LLC | 1,642 | $957.2K | 0.53% | +22+1.4% | Added |
| Clarus Group, Inc. | 1,644 | $958.4K | 0.73% | −8−0.5% | Reduced |
| Pitti Group Wealth Management, LLC | 1,659 | $967.2K | 1.05% | +1,236+292.2% | Added |
| Cypress Wealth Services, LLC | 1,660 | $967.6K | 0.24% | +50+3.1% | Added |
| Dividend Assets Capital, LLC | 1,661 | $968.0K | 0.19% | 00.0% | Unchanged |
| Armor Investment Advisors, LLC | 1,662 | $968.6K | 0.51% | −589−26.2% | Reduced |
| Ethos Financial Group, LLC | 1,662 | $969.0K | 0.21% | +662+66.2% | Added |
| Whalerock Point Partners, LLC | 1,663 | $969.4K | 0.30% | +180+12.1% | Added |
| FC Advisory LLC | 1,665 | $970.8K | 0.38% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 1,666 | $971.2K | 0.36% | −50−2.9% | Reduced |
| First Western Trust Bank | 1,669 | $972.9K | 0.05% | +93+5.9% | Added |
| Zhang Financial LLC | 1,672 | $974.7K | 0.08% | +34+2.1% | Added |
| Exchange Capital Management, Inc. | 1,675 | $976.2K | 0.18% | +482+40.4% | Added |
| Wealthstream Advisors, Inc. | 1,676 | $976.9K | 0.40% | +766+84.2% | Added |
| Norden Group LLC | 1,682 | $980.3K | 0.17% | −35−2.0% | Reduced |
| FinTrust Capital Advisors, LLC | 1,686 | $982.6K | 0.20% | −35−2.0% | Reduced |
| Apella Capital, LLC | 1,604 | $985.9K | 0.05% | −11−0.7% | Reduced |
| Gray Wealth Management Inc. | 1,704 | $993.2K | 0.48% | +12+0.7% | Added |
| Atticus Wealth Management, LLC | 1,707 | $995.1K | 0.35% | −135−7.3% | Reduced |
| Sage Private Wealth Group, LLC | 1,711 | $997.4K | 0.89% | +1,711 | New |
| Thompson Davis & Co., Inc. | 1,715 | $999.7K | 0.85% | −860−33.4% | Reduced |
| Tributary Capital Management, LLC | 1,715 | $999.7K | 0.08% | −245−12.5% | Reduced |
| Occidental Asset Management, LLC | 1,716 | $1.00M | 0.21% | −117−6.4% | Reduced |
| Cantor Fitzgerald, L. P. | 1,717 | $1.00M | 0.22% | −16,022−90.3% | Reduced |
| River Wealth Advisors LLC | 1,718 | $1.00M | 0.16% | +835+94.6% | Added |
| Fiduciary Family Office, LLC | 1,717 | $1.00M | 0.44% | +1,717 | New |
| Camden National Bank | 1,718 | $1.00M | 0.19% | −41−2.3% | Reduced |
| Riverpark Capital Management LLC | 1,722 | $1.00M | 1.53% | +735+74.5% | Added |
| Canal Capital Management, LLC | 1,725 | $1.01M | 0.19% | +32+1.9% | Added |
| Seascape Capital Management | 1,726 | $1.01M | 0.42% | −3−0.2% | Reduced |
| Lakeridge Wealth Management LLC | 1,726 | $1.01M | 0.73% | +1,726 | New |
| Clare Market Investments LLC | 1,726 | $1.01M | 0.35% | +28+1.6% | Added |
| Advisory Resource Group | 1,730 | $1.01M | 0.25% | +1,118+182.7% | Added |
| Virtue Capital Management, LLC | 1,641 | $1.01M | 0.21% | +3+0.2% | Added |
| Plante Moran Financial Advisors, LLC | 1,740 | $1.01M | 0.11% | +222+14.6% | Added |
| Brady Family Wealth, LLC | 1,741 | $1.01M | 0.35% | −99−5.4% | Reduced |
| Whalen Wealth Management Inc. | 1,742 | $1.02M | 0.91% | +1,742 | New |
| Gilbert & Cook, Inc. | 1,748 | $1.02M | 0.14% | −81−4.4% | Reduced |
| Cobblestone Capital Advisors LLC | 1,748 | $1.02M | 0.07% | −100−5.4% | Reduced |
| First Financial Bank - Trust Division | 1,748 | $1.02M | 0.10% | −10−0.6% | Reduced |
| Vawter Financial, Ltd. | 1,751 | $1.02M | 0.80% | +27+1.6% | Added |
| Winthrop Advisory Group LLC | 1,757 | $1.02M | 0.16% | −8−0.5% | Reduced |
| Atlas Brown,Inc. | 1,760 | $1.03M | 0.43% | 00.0% | Unchanged |
| Moreno Evelyn V | 1,761 | $1.03M | 0.48% | 00.0% | Unchanged |
| Fortem Financial Group, LLC | 1,761 | $1.03M | 0.51% | +100+6.0% | Added |
| Garden State Investment Advisory Services LLC | 1,760 | $1.03M | 0.42% | +468+36.2% | Added |
| Moody Aldrich Partners LLC | 1,763 | $1.03M | 0.18% | −122−6.5% | Reduced |
| Azzad Asset Management Inc | 1,769 | $1.03M | 0.13% | +623+54.4% | Added |
| Texas Capital Bancshares Inc | 1,771 | $1.03M | 0.55% | 00.0% | Unchanged |
| Alan B. Lancz & Associates, Inc. | 1,775 | $1.03M | 1.09% | −350−16.5% | Reduced |
| Jacobson & Schmitt Advisors, LLC | 1,775 | $1.03M | 0.26% | −29−1.6% | Reduced |
| DeDora Capital, Inc. | 1,777 | $1.04M | 0.36% | +45+2.6% | Added |
| TrinityPoint Wealth, LLC | 1,777 | $1.04M | 0.19% | −9−0.5% | Reduced |
| Lazard Freres Gestion S.A.S. | 1,786 | $1.04M | 0.03% | 00.0% | Unchanged |
| Sivia Capital Partners, LLC | 1,779 | $1.04M | 0.79% | +1,779 | New |
| EagleClaw Capital Managment, LLC | 1,785 | $1.04M | 0.22% | 00.0% | Unchanged |
| S.A. Mason LLC | 1,786 | $1.04M | 0.70% | +35+2.0% | Added |
| American Investment Services, Inc. | 1,788 | $1.04M | 0.20% | +10+0.6% | Added |
| Nixon Peabody Trust Co | 1,790 | $1.04M | 0.12% | +1,390+347.5% | Added |
| Relative Value Partners Group, LLC | 1,791 | $1.04M | 0.06% | +60+3.5% | Added |
| Blue Chip Partners, Inc. | 1,792 | $1.04M | 0.11% | +3+0.2% | Added |
| Sunflower Bank, N.A. | 1,793 | $1.05M | 0.24% | +198+12.4% | Added |
| Hedeker Wealth, LLC | 1,797 | $1.05M | 0.33% | 00.0% | Unchanged |
| LWM Advisory Services, LLC | 1,799 | $1.05M | 0.92% | +32+1.8% | Added |
| Brave Asset Management Inc | 1,799 | $1.05M | 0.30% | −126−6.5% | Reduced |
| LBMC Investment Advisors, LLC | 1,800 | $1.05M | 0.10% | 00.0% | Unchanged |
| Mill Capital Management, LLC | 1,803 | $1.05M | 0.09% | 00.0% | Unchanged |
| Omnia Family Wealth, LLC | 1,806 | $1.05M | 0.54% | +14+0.8% | Added |
| Live Oak Private Wealth LLC | 1,807 | $1.05M | 0.20% | −2−0.1% | Reduced |
| Cognios Beta Neutral Large Cap Fund, LP | 1,809 | $1.05M | 1.38% | 00.0% | Unchanged |
| Motiv8 Investments LLC | 1,811 | $1.06M | 0.94% | +1,811 | New |
| Heritage Financial Services, LLC | 1,819 | $1.06M | 0.18% | +101+5.9% | Added |
| Aire Advisors, LLC | 1,818 | $1.06M | 0.26% | +10+0.6% | Added |