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 |
|---|---|---|---|---|---|
| Sage Rhino Capital LLC | 2,103 | $1.23M | 0.31% | −30−1.4% | Reduced |
| Buckhead Capital Management LLC | 2,104 | $1.23M | 0.45% | +15+0.7% | Added |
| Onefund, LLC | 2,109 | $1.23M | 1.60% | +2,109 | New |
| Orser Capital Management, LLC | 2,111 | $1.23M | 1.41% | −209−9.0% | Reduced |
| Bill Few Associates, Inc. | 2,112 | $1.23M | 0.56% | +98+4.9% | Added |
| Fortis Capital Advisors, LLC | 2,113 | $1.23M | 0.69% | +772+57.6% | Added |
| Van Hulzen Asset Management, LLC | 2,113 | $1.23M | 0.09% | +28+1.3% | Added |
| Fairfield, Bush & Co. | 2,115 | $1.23M | 0.72% | +194+10.1% | Added |
| Drive Wealth Management, LLC | 2,125 | $1.24M | 0.40% | +97+4.8% | Added |
| Red Door Wealth Management, LLC | 2,126 | $1.24M | 0.27% | +303+16.6% | Added |
| Fort Washington Investment Advisors Inc | 2,129 | $1.24M | 0.01% | −11−0.5% | Reduced |
| NCM Capital Management, LLC | 2,130 | $1.24M | 0.75% | +3+0.1% | Added |
| Scott & Selber, Inc. | 2,130 | $1.24M | 0.47% | −6−0.3% | Reduced |
| Baxter Bros Inc | 2,133 | $1.24M | 0.17% | −5−0.2% | Reduced |
| Drexel Morgan & Co. | 2,134 | $1.24M | 0.29% | +134+6.7% | Added |
| Sender Co & Partners, Inc. | 2,139 | $1.25M | 2.39% | +2,139 | New |
| Canton Hathaway, LLC | 2,145 | $1.25M | 0.38% | 00.0% | Unchanged |
| Mendel Money Management | 2,145 | $1.25M | 0.60% | −10−0.5% | Reduced |
| Summit Financial Strategies, Inc. | 2,151 | $1.25M | 0.19% | +39+1.8% | Added |
| German American Bancorp, Inc. | 2,155 | $1.26M | 0.17% | +282+15.1% | Added |
| Sargent Investment Group, LLC | 2,161 | $1.26M | 0.28% | −290−11.8% | Reduced |
| Hixon Zuercher, LLC | 2,162 | $1.26M | 0.58% | −26−1.2% | Reduced |
| Cim Investment Mangement Inc | 2,166 | $1.26M | 0.41% | 00.0% | Unchanged |
| Renasant Bank | 2,181 | $1.27M | 1.01% | +160+7.9% | Added |
| Halbert Hargrove Global Advisors, LLC | 2,182 | $1.27M | 0.09% | +8+0.4% | Added |
| Sigma Investment Counselors Inc | 2,195 | $1.28M | 0.09% | −33−1.5% | Reduced |
| Maia Wealth LLC | 2,196 | $1.28M | 0.52% | +2,196 | New |
| Merrion Investment Management Co, LLC | 2,200 | $1.28M | 1.01% | 00.0% | Unchanged |
| Sutton Place Investors LLC | 2,205 | $1.29M | 0.93% | +2,205 | New |
| Sandbox Financial Partners, LLC | 2,214 | $1.29M | 0.61% | +682+44.5% | Added |
| Unigestion Holding SA | 2,215 | $1.29M | 0.07% | −825−27.1% | Reduced |
| Compass Ion Advisors, LLC | 2,223 | $1.30M | 0.20% | +598+36.8% | Added |
| Engineers Gate Manager LP | 2,224 | $1.30M | 0.04% | −2,379−51.7% | Reduced |
| Founders Financial Securities LLC | 2,224 | $1.30M | 0.14% | +1,043+88.3% | Added |
| Heritage Wealth Management, LLC | 2,227 | $1.30M | 0.70% | +2,227 | New |
| Marco Investment Management LLC | 2,230 | $1.30M | 0.13% | −23−1.0% | Reduced |
| Destination Wealth Management | 2,230 | $1.30M | 0.05% | +392+21.3% | Added |
| Powers Advisory Group, LLC | 2,230 | $1.30M | 0.80% | −1,082−32.7% | Reduced |
| Paragon Advisors, LLC | 2,230 | $1.30M | 0.55% | +511+29.7% | Added |
| Tempus Wealth Planning, LLC | 2,231 | $1.30M | 0.57% | +7+0.3% | Added |
| Triumph Capital Management | 2,240 | $1.31M | 0.55% | +1,392+164.2% | Added |
| Sandy Cove Advisors, LLC | 2,241 | $1.31M | 0.67% | +17+0.8% | Added |
| Gleason Group, Inc. | 2,243 | $1.31M | 0.30% | −40−1.8% | Reduced |
| WJ Wealth Management, LLC | 2,244 | $1.31M | 0.57% | +540+31.7% | Added |
| Spears Abacus Advisors LLC | 2,246 | $1.31M | 0.10% | +100+4.7% | Added |
| Morris Financial Concepts, Inc. | 2,247 | $1.31M | 0.75% | −13−0.6% | Reduced |
| West Coast Financial LLC | 2,250 | $1.31M | 0.17% | +2,250 | New |
| Donoghue Forlines LLC | 2,254 | $1.31M | 0.41% | −139−5.8% | Reduced |
| Stockman Wealth Management, Inc. | 2,254 | $1.31M | 0.26% | −53−2.3% | Reduced |
| LGL Partners, LLC | 2,257 | $1.32M | 0.18% | 00.0% | Unchanged |
| Westhampton Capital, LLC | 2,259 | $1.32M | 0.78% | −7−0.3% | Reduced |
| MV Capital Management, Inc. | 2,260 | $1.32M | 0.17% | +11+0.5% | Added |
| Jupiter Wealth Management LLC | 2,269 | $1.32M | 0.78% | −171−7.0% | Reduced |
| Sunbelt Securities, Inc. | 2,272 | $1.32M | 0.17% | −8−0.4% | Reduced |
| NFP Retirement, Inc. | 2,275 | $1.33M | 0.22% | +46+2.1% | Added |
| Westside Investment Management, Inc. | 2,278 | $1.33M | 0.34% | −198−8.0% | Reduced |
| LCNB Corp | 2,285 | $1.33M | 0.52% | −46−2.0% | Reduced |
| Sheets Smith Wealth Management | 2,287 | $1.33M | 0.19% | +5+0.2% | Added |
| Univest Financial Corp | 2,290 | $1.33M | 0.39% | 00.0% | Unchanged |
| Mustard Seed Financial, LLC | 2,290 | $1.33M | 1.51% | +2,290 | New |
| Criterion Capital Advisors, LLC | 2,297 | $1.34M | 0.97% | +2,297 | New |
| Y-Intercept (Hong Kong) Ltd | 2,298 | $1.34M | 0.12% | +2,298 | New |
| Alta Advisers Ltd | 2,300 | $1.34M | 0.72% | +200+9.5% | Added |
| HighVista Strategies LLC | 2,300 | $1.34M | 0.49% | +900+64.3% | Added |
| Mitsubishi UFJ Asset Management (UK) Ltd. | 2,300 | $1.34M | 0.73% | +2,300 | New |
| IVC Wealth Advisors LLC | 2,305 | $1.34M | 0.84% | −95−4.0% | Reduced |
| Fortitude Advisory Group L.L.C. | 2,316 | $1.35M | 0.82% | +298+14.8% | Added |
| Prio Wealth Limited Partnership | 2,318 | $1.35M | 0.05% | 00.0% | Unchanged |
| Three Seasons Wealth, LLC | 2,319 | $1.35M | 1.19% | +2,319 | New |
| Telemus Capital, LLC | 2,322 | $1.35M | 0.11% | +68+3.0% | Added |
| Sonora Investment Management Group, LLC | 2,323 | $1.35M | 0.11% | −10.0% | Reduced |
| Greatmark Investment Partners, Inc. | 2,323 | $1.35M | 0.21% | +10.0% | Added |
| Gryphon Financial Partners LLC | 2,324 | $1.35M | 0.24% | +377+19.4% | Added |
| J. W. Coons Advisors, LLC | 2,324 | $1.35M | 0.37% | +90+4.0% | Added |
| 626 Financial, LLC | 2,326 | $1.36M | 0.90% | −100−4.1% | Reduced |
| Asahi Life Asset Management Co., Ltd. | 2,333 | $1.36M | 0.75% | +600+34.6% | Added |
| Tufton Capital Management | 2,336 | $1.36M | 0.29% | +1,896+430.9% | Added |
| JGP Global Gestao de Recursos Ltda. | 2,339 | $1.36M | 1.33% | −7−0.3% | Reduced |
| PFG Investments, LLC | 2,348 | $1.37M | 0.25% | −90−3.7% | Reduced |
| Liberty Capital Management, Inc. | 2,350 | $1.37M | 0.36% | 00.0% | Unchanged |
| Quadrant Private Wealth Management, LLC | 2,350 | $1.37M | 0.38% | −36−1.5% | Reduced |
| Peoples Bank | 2,363 | $1.38M | 0.81% | 00.0% | Unchanged |
| BFSG, LLC | 2,365 | $1.38M | 0.20% | +1,315+125.2% | Added |
| Good Life Advisors, LLC | 2,376 | $1.39M | 0.14% | +573+31.8% | Added |
| Relyea Zuckerberg Hanson LLC | 2,377 | $1.39M | 0.27% | +4+0.2% | Added |
| M&R Capital Management Inc | 2,377 | $1.39M | 0.35% | +24+1.0% | Added |
| Personal Cfo Solutions, LLC | 2,380 | $1.39M | 0.24% | −196−7.6% | Reduced |
| LS Investment Advisors, LLC | 2,385 | $1.39M | 0.24% | +1,000+72.2% | Added |
| Summit Global Investments | 2,386 | $1.39M | 0.09% | −7,344−75.5% | Reduced |
| MJP Associates Inc | 2,390 | $1.39M | 0.37% | −8−0.3% | Reduced |
| Keystone Financial Group | 2,393 | $1.39M | 0.24% | −134−5.3% | Reduced |
| Townsend Asset Management Corp | 2,398 | $1.40M | 0.64% | −40−1.6% | Reduced |
| Burt Wealth Advisors | 2,419 | $1.41M | 0.40% | −35−1.4% | Reduced |
| DRW Securities, LLC | 2,420 | $1.41M | 0.04% | +1,168+93.3% | Added |
| Farrow Financial Inc. | 2,422 | $1.41M | 1.06% | +2,422 | New |
| Jacobs Levy Equity Management, Inc | 2,423 | $1.41M | 0.01% | −2,060−46.0% | Reduced |
| Nadler Financial Group, Inc. | 2,427 | $1.41M | 0.19% | +65+2.8% | Added |
| Fortress Wealth Group, LLC | 2,261 | $1.42M | 0.84% | −43−1.9% | Reduced |
| Catalytic Wealth RIA, LLC | 2,429 | $1.42M | 0.64% | +2,429 | New |
| Lyell Wealth Management, LP | 2,431 | $1.42M | 0.16% | +13+0.5% | Added |