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 |
|---|---|---|---|---|---|
| BLB&B Advisors, LLC | 2,821 | $1.64M | 0.10% | +150+5.6% | Added |
| Stonebridge Capital Advisors LLC | 2,826 | $1.65M | 0.17% | +1,085+62.3% | Added |
| Callan Capital, LLC | 2,828 | $1.65M | 0.16% | +1,779+169.6% | Added |
| Pegasus Asset Management, Inc. | 2,830 | $1.65M | 0.71% | +29+1.0% | Added |
| Roundview Capital LLC | 2,833 | $1.65M | 0.15% | +505+21.7% | Added |
| Trustmark National Bank Trust Department | 2,841 | $1.66M | 0.15% | +539+23.4% | Added |
| Oversea-Chinese Banking CORP Ltd | 2,852 | $1.66M | 0.06% | +443+18.4% | Added |
| Hendershot Investments Inc. | 2,862 | $1.67M | 0.26% | −33−1.1% | Reduced |
| Concord Asset Management, LLC | 2,868 | $1.67M | 0.49% | +1,228+74.9% | Added |
| Patten Group, Inc. | 2,871 | $1.67M | 0.45% | −74−2.5% | Reduced |
| Facet Wealth, Inc. | 2,376 | $1.68M | 0.06% | −55−2.3% | Reduced |
| Country Club Bank | 2,886 | $1.68M | 0.13% | −669−18.8% | Reduced |
| Monument Capital Management | 2,878 | $1.68M | 0.54% | +78+2.8% | Added |
| West Paces Advisors Inc. | 2,879 | $1.68M | 0.47% | −128−4.3% | Reduced |
| TCTC Holdings, LLC | 2,879 | $1.68M | 0.06% | −183−6.0% | Reduced |
| Wright Investors Service Inc | 2,882 | $1.68M | 0.47% | +2,882 | New |
| FourThought Financial Partners, LLC | 2,893 | $1.69M | 0.21% | +4+0.1% | Added |
| Costello Asset Management, INC | 2,897 | $1.69M | 1.40% | +134+4.8% | Added |
| Laraway Financial Inc | 2,897 | $1.69M | 1.60% | −104−3.5% | Reduced |
| Patrick M Sweeney & Associates, Inc | 2,897 | $1.69M | 1.54% | +2,897 | New |
| Guyasuta Investment Advisors Inc | 2,897 | $1.69M | 0.12% | −150−4.9% | Reduced |
| Hudock, Inc. | 2,905 | $1.69M | 0.36% | −39−1.3% | Reduced |
| Commerzbank Aktiengesellschaft | 2,906 | $1.69M | 0.07% | +1,627+127.2% | Added |
| CIC Wealth, LLC | 2,907 | $1.69M | 0.54% | +1,007+53.0% | Added |
| GPS Wealth Strategies Group, LLC | 2,908 | $1.69M | 0.31% | +781+36.7% | Added |
| Northwest Quadrant Wealth Management, LLC | 2,917 | $1.70M | 0.44% | +3+0.1% | Added |
| Rockland Trust Co | 2,918 | $1.70M | 0.09% | −16,231−84.8% | Reduced |
| Biltmore Family Office, LLC | 2,924 | $1.70M | 0.35% | 00.0% | Unchanged |
| Forza Wealth Management, LLC | 2,925 | $1.71M | 0.94% | −1,525−34.3% | Reduced |
| Simon Quick Advisors, LLC | 2,927 | $1.71M | 0.15% | +278+10.5% | Added |
| HHM Wealth Advisors, LLC | 2,930 | $1.71M | 0.30% | −4−0.1% | Reduced |
| Nemes Rush Group LLC | 2,939 | $1.71M | 0.28% | −132−4.3% | Reduced |
| Pavion Blue Capital, LLC | 2,943 | $1.72M | 0.95% | 00.0% | Unchanged |
| Avidian Wealth Solutions, LLC | 2,944 | $1.72M | 0.11% | +116+4.1% | Added |
| Lavaca Capital LLC | 2,952 | $1.72M | 1.05% | −58−1.9% | Reduced |
| Grandfield & Dodd, LLC | 2,960 | $1.73M | 0.12% | −142−4.6% | Reduced |
| PSI Advisors, LLC | 2,962 | $1.73M | 0.64% | +265+9.8% | Added |
| Mezzasalma Advisors, LLC | 2,968 | $1.73M | 0.94% | +2,968 | New |
| Carmichael Hill & Associates, Inc. | 2,977 | $1.74M | 0.77% | −50−1.7% | Reduced |
| Advanced Portfolio Management, LLC | 2,978 | $1.74M | 1.83% | +2,978 | New |
| Wealth Dimensions Group, Ltd. | 2,982 | $1.74M | 0.55% | −512−14.7% | Reduced |
| IFG Advisory, LLC | 2,988 | $1.74M | 0.13% | −114−3.7% | Reduced |
| Banco BTG Pactual S.A. | 3,000 | $1.74M | 0.40% | +3,000 | New |
| Wealth Effects LLC | 2,991 | $1.74M | 0.66% | +841+39.1% | Added |
| Crescent Grove Advisors, LLC | 2,994 | $1.75M | 0.19% | −20−0.7% | Reduced |
| Jackson, Grant Investment Advisers, Inc. | 2,998 | $1.75M | 0.77% | +4+0.1% | Added |
| Olistico Wealth, LLC | 2,999 | $1.75M | 1.37% | +552+22.6% | Added |
| Aquatic Capital Management LLC | 3,000 | $1.75M | 0.04% | −2,640−46.8% | Reduced |
| Buffington Mohr McNeal | 3,003 | $1.75M | 0.35% | +63+2.1% | Added |
| Mattern Wealth Management LLC | 3,004 | $1.75M | 0.45% | 00.0% | Unchanged |
| RKL Wealth Management LLC | 3,004 | $1.75M | 0.19% | +1,964+188.8% | Added |
| Manchester Capital Management LLC | 3,024 | $1.76M | 0.24% | +147+5.1% | Added |
| MONECO Advisors, LLC | 3,031 | $1.77M | 0.34% | +249+9.0% | Added |
| Glen Eagle Advisors, LLC | 3,038 | $1.77M | 0.37% | −158−4.9% | Reduced |
| Park Place Capital Corp | 3,038 | $1.77M | 0.71% | −3−0.1% | Reduced |
| Connecticut Wealth Management, LLC | 3,040 | $1.77M | 0.10% | +154+5.3% | Added |
| WealthTrust Asset Management, LLC | 3,040 | $1.77M | 1.49% | −208−6.4% | Reduced |
| KPP Advisory Services LLC | 3,048 | $1.78M | 1.56% | −310−9.2% | Reduced |
| Alta Wealth Advisors LLC | 3,048 | $1.78M | 0.99% | +2+0.1% | Added |
| Chilton Investment Co LLC | 3,057 | $1.78M | 0.05% | −48−1.5% | Reduced |
| Deseret Mutual Benefit Administrators | 3,059 | $1.78M | 1.03% | −908−22.9% | Reduced |
| Benedetti & Gucer, Inc. | 3,059 | $1.78M | 0.93% | +340+12.5% | Added |
| Farmers National Bank | 3,069 | $1.79M | 0.57% | −8−0.3% | Reduced |
| AdvisorNet Financial, Inc | 3,080 | $1.80M | 0.17% | +133+4.5% | Added |
| Gratus Capital LLC | 3,085 | $1.80M | 0.10% | −201−6.1% | Reduced |
| Accredited Investors Inc. | 3,086 | $1.80M | 0.13% | −20−0.6% | Reduced |
| Tyche Wealth Partners LLC | 3,086 | $1.80M | 0.43% | +3,086 | New |
| EverSource Wealth Advisors, LLC | 3,089 | $1.80M | 0.16% | −43−1.4% | Reduced |
| WealthBridge Capital Management, LLC | 3,092 | $1.80M | 0.68% | +478+18.3% | Added |
| Red Spruce Capital, LLC | 3,094 | $1.80M | 0.93% | −100−3.1% | Reduced |
| Accurate Wealth Management, LLC | 2,838 | $1.80M | 0.56% | −166−5.5% | Reduced |
| Samalin Investment Counsel, LLC | 3,102 | $1.81M | 0.91% | −54−1.7% | Reduced |
| Central Bank & Trust Co | 3,104 | $1.81M | 0.28% | −298−8.8% | Reduced |
| Cozad Asset Management Inc | 3,109 | $1.81M | 0.21% | −191−5.8% | Reduced |
| Portside Wealth Group, LLC | 3,115 | $1.82M | 0.34% | +9+0.3% | Added |
| David Loasby | 2,946 | $1.82M | 0.20% | +90+3.2% | Added |
| Main Street Research LLC | 3,132 | $1.83M | 0.15% | +103+3.4% | Added |
| SlateStone Wealth, LLC | 3,133 | $1.83M | 0.24% | −35−1.1% | Reduced |
| Mayflower Financial Advisors, LLC | 3,139 | $1.83M | 0.25% | +62+2.0% | Added |
| Game Plan Financial Advisors, LLC | 3,142 | $1.83M | 1.05% | +3,142 | New |
| Hills Bank & Trust Co | 3,145 | $1.83M | 0.18% | −229−6.8% | Reduced |
| Morningstar Investment Services LLC | 3,167 | $1.84M | 0.01% | +1,426+81.9% | Added |
| Souders Financial Advisors | 3,157 | $1.84M | 0.32% | −108−3.3% | Reduced |
| Breakwater Capital Group | 2,918 | $1.84M | 0.52% | +71+2.5% | Added |
| Everpar Advisors LLC | 3,165 | $1.84M | 0.86% | +3,165 | New |
| Crown Wealth Group, LLC | 3,165 | $1.85M | 1.11% | +569+21.9% | Added |
| BSW Wealth Partners | 3,169 | $1.85M | 0.37% | +2+0.1% | Added |
| Centiva Capital, LP | 3,173 | $1.85M | 0.12% | +2,149+209.9% | Added |
| Smith, Salley & Associates | 3,179 | $1.85M | 0.12% | +26+0.8% | Added |
| Royal Capital Wealth Management, LLC | 3,194 | $1.86M | 1.61% | 00.0% | Unchanged |
| Veracity Capital LLC | 3,196 | $1.86M | 0.75% | +72+2.3% | Added |
| Taylor Financial Group, Inc. | 3,200 | $1.87M | 1.53% | +3,200 | New |
| Steel Peak Wealth Management LLC | 3,202 | $1.87M | 0.11% | +72+2.3% | Added |
| Blueprint Investment Partners LLC | 3,205 | $1.87M | 0.51% | +764+31.3% | Added |
| First County Bank | 3,208 | $1.87M | 0.91% | +28+0.9% | Added |
| Financial Sense Advisors, Inc. | 3,216 | $1.87M | 0.71% | +29+0.9% | Added |
| Investment Research & Advisory Group, Inc. | 3,221 | $1.88M | 0.97% | +168+5.5% | Added |
| TFG Advisers LLC | 3,229 | $1.88M | 0.79% | +48+1.5% | Added |
| Riggs Asset Managment Co. Inc. | 3,231 | $1.88M | 0.60% | +868+36.7% | Added |
| Ausdal Financial Partners, Inc. | 3,248 | $1.89M | 0.23% | +176+5.7% | Added |