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 |
|---|---|---|---|---|---|
| TBH Global Asset Management, LLC | 1,822 | $1.06M | 0.22% | +249+15.8% | Added |
| Jmac Enterprises LLC | 1,826 | $1.06M | 0.23% | +237+14.9% | Added |
| Horizon Investment Services, LLC | 1,829 | $1.07M | 0.58% | 00.0% | Unchanged |
| Cubic Asset Management, LLC | 1,830 | $1.07M | 0.27% | 00.0% | Unchanged |
| Redwood Wealth Management Group, LLC | 1,832 | $1.07M | 1.18% | +261+16.6% | Added |
| Cornerstone Wealth Management, LLC | 1,834 | $1.07M | 0.09% | +56+3.1% | Added |
| Affiance Financial, LLC | 1,835 | $1.07M | 0.31% | 00.0% | Unchanged |
| Essex LLC | 1,841 | $1.07M | 0.27% | −204−10.0% | Reduced |
| JGP Wealth Management, LLC | 1,843 | $1.07M | 0.16% | +16+0.9% | Added |
| World Equity Group, Inc. | 1,844 | $1.07M | 0.22% | −1,122−37.8% | Reduced |
| Tortoise Investment Management, LLC | 1,846 | $1.08M | 0.15% | +156+9.2% | Added |
| Capital Insight Partners, LLC | 1,848 | $1.08M | 0.22% | −315−14.6% | Reduced |
| Greenwich Wealth Management LLC | 1,850 | $1.08M | 0.11% | +13+0.7% | Added |
| Legacy Capital Group California, Inc. | 1,860 | $1.08M | 0.42% | +1,860 | New |
| Integrated Investment Consultants, LLC | 1,863 | $1.09M | 0.34% | −16−0.9% | Reduced |
| Oak Harbor Wealth Partners, LLC | 1,866 | $1.09M | 0.37% | +311+20.0% | Added |
| Wrapmanager Inc | 1,871 | $1.09M | 0.32% | −57−3.0% | Reduced |
| Visionary Wealth Advisors | 1,872 | $1.09M | 0.08% | +49+2.7% | Added |
| Girard Partners Ltd. | 1,873 | $1.09M | 0.11% | −68−3.5% | Reduced |
| CWS Financial Advisors, LLC | 1,876 | $1.09M | 0.41% | 00.0% | Unchanged |
| Woodard & Co Asset Management Group Inc | 1,878 | $1.09M | 0.32% | +1,878 | New |
| Mosaic Family Wealth Partners, LLC | 1,878 | $1.09M | 0.19% | +65+3.6% | Added |
| Enterprise Financial Services Corp | 1,879 | $1.10M | 0.67% | +41+2.2% | Added |
| Providence Wealth Advisors, LLC | 2,383 | $1.10M | 1.31% | −10,548−81.6% | Reduced |
| D'Orazio & Associates, Inc. | 1,888 | $1.10M | 0.20% | +55+3.0% | Added |
| SYSTM Wealth Solutions LLC | 1,889 | $1.10M | 0.15% | −188−9.1% | Reduced |
| Rice Hall James & Associates, LLC | 1,890 | $1.10M | 0.06% | 00.0% | Unchanged |
| Andrew Hill Investment Advisors, Inc. | 1,894 | $1.10M | 1.15% | +1,894 | New |
| Oxler Private Wealth LLC | 1,896 | $1.11M | 0.92% | −4,090−68.3% | Reduced |
| Baystate Wealth Management LLC | 1,898 | $1.11M | 0.08% | +945+99.2% | Added |
| Pingora Partners LLC | 1,900 | $1.11M | 0.98% | +1,900 | New |
| Sather Financial Group Inc | 1,903 | $1.11M | 0.08% | +5+0.3% | Added |
| New Jersey Better Educational Savings Trust | 1,908 | $1.11M | 2.35% | 00.0% | Unchanged |
| L.M. Kohn & Company | 1,911 | $1.11M | 0.36% | −25−1.3% | Reduced |
| Mechanics Financial Corp | 1,912 | $1.11M | 0.63% | −150−7.3% | Reduced |
| Westover Capital Advisors, LLC | 1,916 | $1.12M | 0.36% | −344−15.2% | Reduced |
| Gerber Kawasaki Wealth & Investment Management | 1,916 | $1.12M | 0.07% | −1,186−38.2% | Reduced |
| Voya Financial Advisors, Inc. | 1,928 | $1.12M | 0.13% | +145+8.1% | Added |
| Aviso Wealth Management | 1,921 | $1.12M | 0.81% | +1,921 | New |
| Webster Bank, N. A. | 1,926 | $1.12M | 0.14% | +1,212+169.7% | Added |
| DGS Capital Management, LLC | 1,927 | $1.12M | 0.43% | −11−0.6% | Reduced |
| Somerset Group LLC | 1,931 | $1.13M | 0.95% | +43+2.3% | Added |
| Cornerstone Advisory, LLC | 1,941 | $1.13M | 0.18% | +209+12.1% | Added |
| Catalina Capital Group, LLC | 1,944 | $1.13M | 0.87% | +1,944 | New |
| Collective Family Office LLC | 1,948 | $1.14M | 0.40% | −213−9.9% | Reduced |
| MN Wealth Advisors, LLC | 1,949 | $1.14M | 0.78% | +1,949 | New |
| First National Bank of Hutchinson | 1,952 | $1.14M | 0.82% | +3+0.2% | Added |
| Pettyjohn, Wood & White, Inc | 1,954 | $1.14M | 0.25% | −15−0.8% | Reduced |
| Meadow Creek Wealth Advisors LLC | 1,959 | $1.14M | 1.11% | +1,959 | New |
| WoodTrust Financial Corp | 1,962 | $1.14M | 0.20% | −50−2.5% | Reduced |
| Abacus Planning Group, Inc. | 1,961 | $1.14M | 0.24% | −20−1.0% | Reduced |
| Lebenthal Global Advisors, LLC | 1,967 | $1.15M | 0.27% | +1,349+218.3% | Added |
| Warner Financial, Inc | 1,967 | $1.15M | 0.65% | +1,967 | New |
| Stone Point Wealth LLC | 1,971 | $1.15M | 0.44% | +90+4.8% | Added |
| Semus Wealth Partners LLC | 1,976 | $1.15M | 0.94% | +231+13.2% | Added |
| Ignite Planners, LLC | 1,948 | $1.15M | 0.34% | −82−4.0% | Reduced |
| WMS Partners, LLC | 1,981 | $1.15M | 0.08% | −1,152−36.8% | Reduced |
| Tiemann Investment Advisors, LLC | 1,982 | $1.16M | 0.56% | −19−0.9% | Reduced |
| Fruth Investment Management | 1,985 | $1.16M | 0.32% | −115−5.5% | Reduced |
| SRS Capital Advisors, Inc. | 1,997 | $1.16M | 0.13% | −153−7.1% | Reduced |
| Beverly Hills Private Wealth, LLC | 1,997 | $1.16M | 0.30% | +207+11.6% | Added |
| Nations Financial Group Inc, | 1,998 | $1.17M | 0.11% | −3,606−64.3% | Reduced |
| Helios Capital Management Pte. Ltd | 2,000 | $1.17M | 0.92% | +2,000 | New |
| James J. Burns & Company, LLC | 2,000 | $1.17M | 0.28% | +2,000 | New |
| Centaurus Financial, Inc. | 2,003 | $1.17M | 0.09% | +35+1.8% | Added |
| Maverick Capital LtdSuperinvestorMaverick Capital | 2,002 | $1.17M | 0.02% | +363+22.1% | Added |
| Diversified Portfolios, Inc. | 2,004 | $1.17M | 0.18% | 00.0% | Unchanged |
| Rakuten Investment Management, Inc. | 2,013 | $1.17M | 0.01% | +2,013 | New |
| Patriot Financial Group Insurance Agency, LLC | 2,007 | $1.17M | 0.22% | −133−6.2% | Reduced |
| OneAscent Financial Services LLC | 2,009 | $1.17M | 0.15% | +147+7.9% | Added |
| Financial Enhancement Group LLC | 1,862 | $1.17M | 0.21% | 00.0% | Unchanged |
| Shulman DeMeo Asset Management LLC | 2,009 | $1.17M | 0.33% | −46−2.2% | Reduced |
| RiverPark Advisors, LLC | 2,011 | $1.17M | 1.08% | +686+51.8% | Added |
| Navalign, LLC | 2,012 | $1.17M | 0.41% | 00.0% | Unchanged |
| PFG Advisors | 2,014 | $1.17M | 0.09% | −4−0.2% | Reduced |
| HighMark Wealth Management LLC | 2,015 | $1.17M | 0.87% | 00.0% | Unchanged |
| Aveo Capital Partners, LLC | 2,020 | $1.18M | 0.14% | +153+8.2% | Added |
| MPS Loria Financial Planners, LLC | 2,023 | $1.18M | 0.41% | −47−2.3% | Reduced |
| Heritage Investment Group, Inc. | 2,026 | $1.18M | 0.26% | −144−6.6% | Reduced |
| Rockline Wealth Management, LLC | 2,029 | $1.18M | 0.49% | +2,029 | New |
| Cito Capital Group, LLC | 2,030 | $1.18M | 0.51% | 00.0% | Unchanged |
| Barlow Wealth Partners, Inc. | 2,031 | $1.18M | 0.17% | +2,031 | New |
| Eudaimonia Advisors LLC | 2,031 | $1.18M | 0.77% | +100+5.2% | Added |
| Trustco Bank Corp N Y | 2,039 | $1.19M | 1.28% | −133−6.1% | Reduced |
| ARS Wealth Advisors Group, LLC | 2,041 | $1.19M | 0.18% | +124+6.5% | Added |
| Bristlecone Advisors, LLC | 2,049 | $1.19M | 0.12% | +60+3.0% | Added |
| United Community Bank | 2,050 | $1.19M | 0.51% | −410−16.7% | Reduced |
| Lineweaver Wealth Advisors, LLC | 2,050 | $1.20M | 0.31% | +1,176+134.6% | Added |
| Wealthspan Partners, LLC | 2,054 | $1.20M | 0.84% | 00.0% | Unchanged |
| Founders Financial Alliance, LLC | 2,057 | $1.20M | 0.46% | −687−25.0% | Reduced |
| Keel Point, LLC | 2,060 | $1.20M | 0.14% | +49+2.4% | Added |
| Brown, Lisle/Cummings, Inc. | 2,069 | $1.21M | 0.45% | −50−2.4% | Reduced |
| Kensington Investment Counsel, LLC | 2,072 | $1.21M | 0.63% | −104−4.8% | Reduced |
| Birchcreek Wealth Management, LLC | 2,072 | $1.21M | 0.72% | −7−0.3% | Reduced |
| WealthPlan Investment Management, LLC | 2,072 | $1.21M | 0.19% | +2+0.1% | Added |
| Alpha Omega Wealth Management LLC | 2,075 | $1.21M | 0.20% | −116−5.3% | Reduced |
| Unionview, LLC | 2,079 | $1.21M | 1.09% | 00.0% | Unchanged |
| Michael B. Yongue | 2,095 | $1.22M | 1.09% | −482−18.7% | Reduced |
| Cetera Trust Company, N.A | 2,099 | $1.22M | 0.76% | +2,099 | New |
| Graham Capital Management, L.P. | 2,100 | $1.22M | 0.04% | −2,727−56.5% | Reduced |