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 |
|---|---|---|---|---|---|
| Spirit of America Management Corp | 3,250 | $1.89M | 0.42% | +50+1.6% | Added |
| Change Path, LLC | 3,252 | $1.90M | 0.12% | +81+2.6% | Added |
| Barr E S & Co | 3,261 | $1.90M | 0.13% | −125−3.7% | Reduced |
| Stiles Financial Services Inc | 3,264 | $1.90M | 0.86% | +135+4.3% | Added |
| Douglas Lane & Associates, LLC | 3,267 | $1.90M | 0.03% | −161−4.7% | Reduced |
| Ledge Wealth Management, Inc. | 3,267 | $1.90M | 0.74% | −137−4.0% | Reduced |
| Tilt Investment Management Holdings, PBC | 3,271 | $1.91M | 2.06% | −861−20.8% | Reduced |
| CWA Asset Management Group, LLC | 3,272 | $1.91M | 0.13% | +807+32.7% | Added |
| Means Investment Co., Inc. | 3,285 | $1.91M | 0.28% | −82−2.4% | Reduced |
| Vigilare Wealth Management | 3,289 | $1.92M | 0.99% | +10.0% | Added |
| ORG Partners LLC | 3,288 | $1.92M | 0.32% | +1,352+69.8% | Added |
| Bank Pictet & Cie (Asia) Ltd | 3,289 | $1.92M | 0.49% | 00.0% | Unchanged |
| Vivaldi Capital Management, LLC | 2,605 | $1.94M | 0.58% | +319+14.0% | Added |
| Guardian Asset Advisors, LLC | 3,324 | $1.94M | 1.82% | +3,324 | New |
| Warther Private Wealth, LLC | 3,329 | $1.94M | 1.09% | −69−2.0% | Reduced |
| Copperwynd Financial, LLC | 3,331 | $1.94M | 0.77% | +877+35.7% | Added |
| Tectonic Advisors LLC | 3,331 | $1.94M | 0.16% | +14+0.4% | Added |
| MRP Capital Investments, LLC | 3,340 | $1.95M | 2.10% | −3,241−49.2% | Reduced |
| Linscomb & Williams, Inc. | 3,372 | $1.97M | 0.11% | −239−6.6% | Reduced |
| Bangor Savings Bank | 3,373 | $1.97M | 0.21% | −147−4.2% | Reduced |
| Campion Asset Management LLC | 3,375 | $1.97M | 1.67% | 00.0% | Unchanged |
| Hollencrest Capital Management | 3,381 | $1.97M | 0.19% | +53+1.6% | Added |
| Hanson & Doremus Investment Management | 3,397 | $1.98M | 0.37% | −102−2.9% | Reduced |
| Q3 Asset Management | 3,408 | $1.99M | 0.50% | −181−5.0% | Reduced |
| Angeles Wealth Management, LLC | 3,409 | $1.99M | 0.24% | +237+7.5% | Added |
| Capital Advisory Group Advisory Services, LLC | 3,410 | $1.99M | 1.07% | −67−1.9% | Reduced |
| Ellevest, Inc. | 3,414 | $1.99M | 0.14% | +591+20.9% | Added |
| Allegheny Financial Group LTD | 3,415 | $1.99M | 0.64% | +116+3.5% | Added |
| Sanders Morris Harris LLC | 3,200 | $1.99M | 0.98% | −6,776−67.9% | Reduced |
| Hanlon Investment Management, Inc. | 3,422 | $1.99M | 0.63% | −526−13.3% | Reduced |
| Planned Solutions, Inc. | 3,426 | $2.00M | 0.93% | −417−10.9% | Reduced |
| Steigerwald, Gordon & Koch Inc. | 3,427 | $2.00M | 0.27% | +175+5.4% | Added |
| Ironwood Investment Counsel, LLC | 3,427 | $2.00M | 0.37% | +172+5.3% | Added |
| J. L. Bainbridge & Co., Inc. | 3,429 | $2.00M | 0.24% | +2,912+563.2% | Added |
| Centerpoint Advisors, LLC | 3,433 | $2.00M | 0.79% | −335−8.9% | Reduced |
| Aries Wealth Management | 3,433 | $2.00M | 0.71% | −52−1.5% | Reduced |
| Congress Park Capital LLC | 3,433 | $2.00M | 0.98% | −229−6.3% | Reduced |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 3,447 | $2.01M | 0.92% | +3,447 | New |
| City State Bank | 3,448 | $2.01M | 1.01% | −145−4.0% | Reduced |
| Blodgett Wealth Advisors, LLC | 3,449 | $2.01M | 2.06% | −30−0.9% | Reduced |
| Capital Market Strategies LLC | 3,450 | $2.01M | 1.75% | +275+8.7% | Added |
| Smartleaf Asset Management LLC | 3,506 | $2.01M | 0.54% | +3,506 | New |
| United Bank | 3,456 | $2.01M | 0.25% | 00.0% | Unchanged |
| 3Chopt Investment Partners, LLC | 3,477 | $2.03M | 0.75% | +3,477 | New |
| Berkshire Bank | 3,479 | $2.03M | 0.54% | +30+0.9% | Added |
| SFMG, LLC | 3,483 | $2.03M | 0.19% | +447+14.7% | Added |
| DF Dent & Co Inc | 3,494 | $2.04M | 0.03% | +61+1.8% | Added |
| Barden Capital Management, Inc. | 3,776 | $2.05M | 1.67% | +548+17.0% | Added |
| River Street Advisors LLC | 3,512 | $2.05M | 1.63% | +53+1.5% | Added |
| RMR Wealth Builders | 3,522 | $2.05M | 0.29% | +364+11.5% | Added |
| Avestar Capital, LLC | 3,532 | $2.06M | 0.25% | +628+21.6% | Added |
| First National Bank & Trust Co of Newtown | 3,534 | $2.06M | 0.44% | −200−5.4% | Reduced |
| Redwood Investment Management, LLC | 3,540 | $2.06M | 0.19% | −2,824−44.4% | Reduced |
| Koshinski Asset Management, Inc. | 3,548 | $2.07M | 0.31% | −747−17.4% | Reduced |
| Aaron Wealth Advisors | 3,555 | $2.07M | 0.34% | −2,457−40.9% | Reduced |
| Corton Capital Inc. | 3,569 | $2.08M | 0.66% | +1,162+48.3% | Added |
| Burns J W & Co Inc | 3,576 | $2.08M | 0.31% | 00.0% | Unchanged |
| Boussard & Gavaudan Investment Management LLP | 3,578 | $2.09M | 0.41% | +3,578 | New |
| Vaughan David Investments LLC | 3,582 | $2.09M | 0.06% | −43−1.2% | Reduced |
| Archer Investment Corp | 3,584 | $2.09M | 0.67% | −298−7.7% | Reduced |
| Opinicus Capital, Inc. | 3,585 | $2.09M | 2.13% | +3,585 | New |
| West Branch Capital LLC | 3,593 | $2.09M | 0.98% | +492+15.9% | Added |
| Patron Partners Advisors, LLC | 3,600 | $2.10M | 1.39% | +323+9.9% | Added |
| Boston Trust Walden Corp | 3,626 | $2.11M | 0.02% | +130+3.7% | Added |
| Oakworth Capital, Inc. | 3,633 | $2.12M | 0.17% | +181+5.2% | Added |
| Westwood Holdings Group Inc. | 3,643 | $2.12M | 0.02% | 00.0% | Unchanged |
| Concord Wealth Partners | 3,644 | $2.12M | 0.43% | +615+20.3% | Added |
| Capitol Family Office, Inc. | 3,646 | $2.13M | 3.58% | −192−5.0% | Reduced |
| Naviter Wealth, LLC | 3,650 | $2.13M | 0.43% | +319+9.6% | Added |
| Aureus Asset Management, LLC | 3,654 | $2.13M | 0.16% | 00.0% | Unchanged |
| Tritonpoint Wealth, LLC | 3,661 | $2.13M | 0.21% | +3,661 | New |
| Summit X, LLC | 3,658 | $2.13M | 0.61% | +549+17.7% | Added |
| Parcion Private Wealth LLC | 3,673 | $2.14M | 0.20% | +69+1.9% | Added |
| Van Cleef Asset Management,Inc | 3,676 | $2.14M | 0.30% | +575+18.5% | Added |
| Trust Point Inc. | 3,684 | $2.15M | 0.18% | +3,684 | New |
| Atomi Financial Group, Inc. | 3,687 | $2.15M | 0.30% | +1,628+79.1% | Added |
| Penserra Capital Management LLC | 3,702 | $2.16M | 0.04% | −2,354−38.9% | Reduced |
| Wealth Alliance Advisory Group, LLC | 3,706 | $2.16M | 0.56% | +461+14.2% | Added |
| Strategic Planning Group, LLC | 3,708 | $2.16M | 0.72% | +3,708 | New |
| Headlands Technologies LLC | 3,710 | $2.16M | 0.64% | +1,679+82.7% | Added |
| Retireful, LLC | 3,712 | $2.16M | 0.94% | +831+28.8% | Added |
| Clean Yield Group | 3,743 | $2.18M | 0.92% | −87−2.3% | Reduced |
| Pinnacle Wealth Management Advisory Group, LLC | 3,745 | $2.18M | 0.26% | +5+0.1% | Added |
| NBC Securities, Inc. | 3,757 | $2.19M | 0.22% | −580−13.4% | Reduced |
| Millennium Capital Advisors, LLC | 3,759 | $2.19M | 1.68% | −9−0.2% | Reduced |
| Sompo Asset Management Co., Ltd. | 3,760 | $2.19M | 0.40% | +3,290+700.0% | Added |
| Brown Shipley& Co Ltd | 3,777 | $2.20M | 1.09% | −7,104−65.3% | Reduced |
| Fuller & Thaler Asset Management, Inc. | 3,779 | $2.20M | 0.01% | +725+23.7% | Added |
| Harvest Investment Services, LLC | 3,783 | $2.21M | 1.02% | −32−0.8% | Reduced |
| Brooks, Moore & Associates, Inc. | 3,786 | $2.21M | 1.52% | −36−0.9% | Reduced |
| Ti-Trust, Inc | 3,791 | $2.21M | 1.95% | 00.0% | Unchanged |
| Annex Advisory Services, LLC | 3,797 | $2.21M | 0.09% | +1,547+68.8% | Added |
| Arkadios Wealth Advisors | 3,804 | $2.22M | 0.19% | −116−3.0% | Reduced |
| United Bank | 3,809 | $2.22M | 1.22% | −47−1.2% | Reduced |
| Bellecapital International Ltd. | 3,816 | $2.22M | 0.51% | +68+1.8% | Added |
| Procyon Private Wealth Partners, LLC | 3,824 | $2.23M | 0.19% | +514+15.5% | Added |
| VeraBank, N.A. | 3,825 | $2.23M | 0.75% | +78+2.1% | Added |
| Pinnacle Wealth Planning Services, Inc. | 3,841 | $2.24M | 0.35% | −16−0.4% | Reduced |
| Thompson Siegel & Walmsley LLC | 3,843 | $2.24M | 0.04% | +1,139+42.1% | Added |
| Pennsylvania Capital Management Inc | 3,851 | $2.24M | 0.89% | +199+5.4% | Added |