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 $942.7B 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 | $942.7B |
| Q1 2026 | 4,391 | $712.9B |
| Q4 2025 | 4,452 | $843.2B |
| Q3 2025 | 3,904 | $583.5B |
| Q2 2025 | 3,914 | $610.1B |
| Q1 2025 | 3,928 | $688.4B |
| Q4 2024 | 3,913 | $602.9B |
| Q3 2024 | 3,666 | $687.4B |
| Q2 2024 | 3,571 | $707.0B |
| Q1 2024 | 3,465 | $607.2B |
| Q4 2023 | 3,276 | $457.2B |
| Q3 2023 | 2,978 | $421.9B |
| Q2 2023 | 2,818 | $366.7B |
| Q1 2023 | 2,619 | $269.7B |
| Q4 2022 | 2,672 | $288.4B |
| Q3 2022 | 2,489 | $256.1B |
| Q2 2022 | 2,450 | $255.6B |
| Q1 2022 | 2,349 | $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 |
|---|---|---|---|---|---|
| Client First Investment Management LLC | 2,441 | $1.42M | 1.38% | +2,441 | New |
| Vienna Asset Management LLC | 2,409 | $1.43M | 1.30% | +2,409 | New |
| Optas, LLC | 2,448 | $1.43M | 0.43% | +374+18.0% | Added |
| Bridge Creek Capital Management LLC | 2,450 | $1.43M | 0.50% | −122−4.7% | Reduced |
| Taylor Frigon Capital Management LLC | 2,475 | $1.44M | 0.72% | −97−3.8% | Reduced |
| AXS Investments LLC | 2,475 | $1.44M | 0.35% | −129−5.0% | Reduced |
| Borer Denton & Associates, Inc. | 2,475 | $1.44M | 0.55% | 00.0% | Unchanged |
| American Trust | 2,479 | $1.45M | 0.11% | −61−2.4% | Reduced |
| Golden State Equity Partners | 2,481 | $1.45M | 0.35% | +271+12.3% | Added |
| Atlas Capital Advisors LLC | 2,482 | $1.45M | 0.21% | −7−0.3% | Reduced |
| Northern Financial Advisors Inc | 2,483 | $1.45M | 1.22% | +988+66.1% | Added |
| RB Capital Management, LLC | 2,486 | $1.45M | 0.42% | +282+12.8% | Added |
| Childress Capital Advisors, LLC | 2,488 | $1.45M | 0.43% | −23−0.9% | Reduced |
| Heritage Trust Co | 2,490 | $1.45M | 0.20% | +225+9.9% | Added |
| Castle Rock Wealth Management, LLC | 2,357 | $1.45M | 0.44% | +1,315+126.2% | Added |
| Papp L Roy & Associates | 2,493 | $1.45M | 0.18% | +10+0.4% | Added |
| Alta Capital Management LLC | 2,500 | $1.46M | 0.09% | +2,500 | New |
| Wesleyan Assurance Society | 2,500 | $1.46M | 0.14% | 00.0% | Unchanged |
| Fort Point Capital Partners LLC | 2,503 | $1.46M | 0.22% | +5+0.2% | Added |
| Benjamin Edwards Inc | 2,506 | $1.46M | 0.32% | −32−1.3% | Reduced |
| Galvin, Gaustad & Stein, LLC | 2,510 | $1.46M | 0.14% | −105−4.0% | Reduced |
| CVA Family Office, LLC | 2,510 | $1.46M | 0.29% | 00.0% | Unchanged |
| Little House Capital LLC | 2,515 | $1.47M | 0.53% | +1,158+85.3% | Added |
| Cape Cod Five Cents Savings Bank | 2,533 | $1.48M | 0.15% | −2,593−50.6% | Reduced |
| WESPAC Advisors, LLC | 2,537 | $1.48M | 1.03% | +353+16.2% | Added |
| Campbell Wealth Management | 2,547 | $1.49M | 0.18% | +1,724+209.5% | Added |
| MSH Capital Advisors LLC | 2,549 | $1.49M | 0.56% | +904+55.0% | Added |
| E&G Advisors, LP | 2,550 | $1.49M | 0.53% | +20+0.8% | Added |
| Union Savings Bank | 2,550 | $1.49M | 0.84% | −310−10.8% | Reduced |
| Marathon Capital Management | 2,560 | $1.49M | 0.38% | −30−1.2% | Reduced |
| Cross Staff Investments Inc | 2,560 | $1.49M | 1.32% | 00.0% | Unchanged |
| Stonebrook Private Inc. | 2,560 | $1.49M | 0.50% | +2,560 | New |
| ICA Group Wealth Management, LLC | 2,562 | $1.49M | 0.33% | +133+5.5% | Added |
| Clear Creek Financial Management, LLC | 2,568 | $1.50M | 0.24% | +275+12.0% | Added |
| Riverview Trust Co | 2,577 | $1.50M | 1.53% | 00.0% | Unchanged |
| Strategic Investment Advisors | 2,580 | $1.50M | 0.22% | +346+15.5% | Added |
| Oarsman Capital, Inc. | 2,587 | $1.51M | 0.40% | +732+39.5% | Added |
| Principal Street Partners, LLC | 2,597 | $1.51M | 0.37% | −205−7.3% | Reduced |
| Buckingham Strategic Partners | 2,598 | $1.51M | 0.07% | −4,843−65.1% | Reduced |
| HF Advisory Group, LLC | 2,600 | $1.52M | 0.97% | −563−17.8% | Reduced |
| West Michigan Advisors, LLC | 2,600 | $1.52M | 0.57% | +20+0.8% | Added |
| ARGA Investment Management, LP | 2,609 | $1.52M | 0.05% | 00.0% | Unchanged |
| BBR Partners, LLC | 2,620 | $1.53M | 0.16% | −530−16.8% | Reduced |
| Carlson Capital Management | 2,620 | $1.53M | 0.08% | −33−1.2% | Reduced |
| Nebula Research & Development LLC | 2,621 | $1.53M | 0.46% | +1,821+227.6% | Added |
| Lane & Associates LLC | 2,623 | $1.53M | 1.11% | +14+0.5% | Added |
| Clear Investment Research, LLC | 2,623 | $1.53M | 2.15% | −108−4.0% | Reduced |
| Transamerica Financial Advisors, Inc. | 2,627 | $1.53M | 0.21% | +1,386+111.7% | Added |
| Prosperitas Financial LLC | 2,633 | $1.53M | 1.13% | −93−3.4% | Reduced |
| Oak Hill Wealth Advisors, LLC | 2,634 | $1.54M | 0.53% | −42−1.6% | Reduced |
| Mystic Asset Management, Inc. | 2,638 | $1.54M | 0.74% | −80−2.9% | Reduced |
| Regent Peak Wealth Advisors LLC | 2,640 | $1.54M | 0.42% | −31−1.2% | Reduced |
| Taurus Asset Management, LLC | 2,640 | $1.54M | 0.17% | 00.0% | Unchanged |
| Platform Technology Partners | 2,091 | $1.54M | 0.60% | −60−2.8% | Reduced |
| Frisch Financial Group, Inc. | 2,645 | $1.54M | 0.58% | +88+3.4% | Added |
| Boltwood Capital Management | 2,664 | $1.55M | 0.51% | −239−8.2% | Reduced |
| Private Portfolio Partners LLC | 2,667 | $1.55M | 0.36% | +48+1.8% | Added |
| Sciencast Management LP | 2,667 | $1.55M | 0.85% | +1,374+106.3% | Added |
| Lummis Asset Management, LP | 2,674 | $1.56M | 1.19% | +2,674 | New |
| Maven Securities LTD | 2,676 | $1.56M | 0.18% | +2,676 | New |
| Green Harvest Asset Management LLC | 2,676 | $1.56M | 0.05% | +1,019+61.5% | Added |
| Spouting Rock Asset Management, LLC | 2,681 | $1.56M | 0.57% | 00.0% | Unchanged |
| Western Financial Corp | 2,688 | $1.57M | 1.05% | −92−3.3% | Reduced |
| GHP Investment Advisors, Inc. | 2,692 | $1.57M | 0.08% | −932−25.7% | Reduced |
| Garrison Asset Management, LLC | 2,697 | $1.57M | 0.87% | −92−3.3% | Reduced |
| SP Asset Management LLC | 2,699 | $1.57M | 0.16% | +5+0.2% | Added |
| Mill Creek Capital Advisors, LLC | 2,699 | $1.57M | 0.05% | +442+19.6% | Added |
| Retirement Planning Co of New England, Inc. | 2,702 | $1.57M | 0.71% | −57−2.1% | Reduced |
| MCF Advisors LLC | 2,710 | $1.58M | 0.13% | +38+1.4% | Added |
| Washburn Capital Management, Inc. | 2,713 | $1.58M | 1.19% | +587+27.6% | Added |
| Marcum Wealth, LLC | 2,721 | $1.59M | 0.17% | +155+6.0% | Added |
| Steward Partners Investment Solutions, LLC | 2,724 | $1.59M | 0.66% | +2,724 | New |
| Thomas Story & Son LLC | 2,730 | $1.59M | 0.75% | 00.0% | Unchanged |
| Quotient Wealth Partners, LLC | 2,733 | $1.59M | 0.06% | +2,733 | New |
| New England Research & Management, Inc. | 2,735 | $1.59M | 0.84% | +1,045+61.8% | Added |
| Alera Investment Advisors, LLC | 2,737 | $1.60M | 0.21% | −196−6.7% | Reduced |
| Advisor Resource Council | 2,740 | $1.60M | 0.19% | +2,740 | New |
| Financial Management Professionals, Inc. | 2,744 | $1.60M | 0.26% | −14−0.5% | Reduced |
| Berger Financial Group, Inc | 2,752 | $1.60M | 0.17% | −37−1.3% | Reduced |
| Allstate Corp | 2,752 | $1.60M | 0.11% | −153−5.3% | Reduced |
| Physicians Financial Services, Inc. | 2,753 | $1.60M | 0.61% | +25+0.9% | Added |
| Stablepoint Partners, LLC | 2,758 | $1.61M | 0.41% | +2,758 | New |
| Deroy & Devereaux Private Investment Counsel Inc | 2,759 | $1.61M | 0.11% | −642−18.9% | Reduced |
| FCG Investment Co | 2,761 | $1.61M | 1.58% | +2,761 | New |
| First Foundation Advisors | 2,775 | $1.62M | 0.07% | −1,840−39.9% | Reduced |
| Laidlaw Wealth Management LLC | 2,777 | $1.62M | 0.59% | +289+11.6% | Added |
| Summit Financial, LLC | 2,780 | $1.62M | 0.11% | −176−6.0% | Reduced |
| Human Investing LLC | 2,783 | $1.62M | 0.35% | −365−11.6% | Reduced |
| 180 Wealth Advisors, LLC | 2,741 | $1.62M | 0.32% | −27−1.0% | Reduced |
| Arlington Trust Co LLC | 2,785 | $1.62M | 0.45% | +2,328+509.4% | Added |
| Full Sail Capital, LLC | 2,786 | $1.62M | 0.12% | −215−7.2% | Reduced |
| Peterson Wealth Management | 2,789 | $1.63M | 1.46% | −285−9.3% | Reduced |
| Graves-Light Private Wealth Management, Inc. | 2,796 | $1.63M | 0.20% | 00.0% | Unchanged |
| Options Solutions, LLC | 2,800 | $1.63M | 1.74% | +200+7.7% | Added |
| Provence Wealth Management Group | 2,801 | $1.63M | 0.88% | +415+17.4% | Added |
| Monumental Financial Group Inc. | 2,803 | $1.63M | 0.97% | −108−3.7% | Reduced |
| Accent Capital Management, LLC | 2,803 | $1.63M | 1.29% | +2,803 | New |
| Legacy Financial Advisors, Inc. | 2,807 | $1.64M | 0.31% | +154+5.8% | Added |
| Marino, Stram & Associates LLC | 2,809 | $1.64M | 0.42% | +10+0.4% | Added |
| Two Sigma Securities, LLC | 2,819 | $1.64M | 0.08% | −5,748−67.1% | Reduced |