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 |
|---|---|---|---|---|---|
| LVW Advisors, LLC | 3,860 | $2.25M | 0.42% | +907+30.7% | Added |
| Owen LaRue, LLC | 3,862 | $2.25M | 2.14% | −2,125−35.5% | Reduced |
| Everhart Financial Group, Inc. | 3,867 | $2.25M | 0.80% | +260+7.2% | Added |
| Perkins Coie Trust Co | 3,874 | $2.26M | 0.57% | +3,390+700.4% | Added |
| Moseley Investment Management Inc | 3,876 | $2.26M | 1.26% | +519+15.5% | Added |
| Aspen Grove Capital, LLC | 3,901 | $2.26M | 0.69% | +69+1.8% | Added |
| Bourne Lent Asset Management Inc | 3,886 | $2.27M | 0.92% | −20−0.5% | Reduced |
| Fishman Jay A Ltd | 3,891 | $2.27M | 0.26% | +50+1.3% | Added |
| Geller Advisors LLC | 3,892 | $2.27M | 0.22% | −11−0.3% | Reduced |
| Formidable Asset Management, LLC | 3,895 | $2.27M | 0.49% | −526−11.9% | Reduced |
| Accuvest Global Advisors | 3,900 | $2.27M | 2.42% | −16−0.4% | Reduced |
| Wealth Management Associates, Inc. | 3,908 | $2.28M | 1.20% | +83+2.2% | Added |
| Shilanski & Associates, Inc. | 3,927 | $2.29M | 0.87% | −8−0.2% | Reduced |
| Certified Advisory Corp | 3,930 | $2.29M | 0.35% | −33,264−89.4% | Reduced |
| BCGM Wealth Management, LLC | 3,936 | $2.29M | 0.93% | −204−4.9% | Reduced |
| Farmers & Merchants Trust Co of Long Beach | 3,939 | $2.30M | 0.61% | +425+12.1% | Added |
| Capital Advisors Inc | 3,953 | $2.30M | 0.05% | +567+16.7% | Added |
| BCS Wealth Management | 3,957 | $2.31M | 0.85% | 00.0% | Unchanged |
| Marietta Investment Partners LLC | 3,967 | $2.31M | 0.58% | +57+1.5% | Added |
| Beach Investment Counsel Inc | 3,970 | $2.31M | 0.29% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 3,972 | $2.32M | 0.13% | +225+6.0% | Added |
| Cavalier Investments, LLC | 3,977 | $2.32M | 0.85% | +96+2.5% | Added |
| Cairn Investment Group, Inc. | 3,980 | $2.32M | 1.45% | −26−0.6% | Reduced |
| High Note Wealth, LLC | 3,987 | $2.32M | 0.87% | −34−0.8% | Reduced |
| John G Ullman & Associates Inc | 3,998 | $2.33M | 0.37% | 00.0% | Unchanged |
| Ledyard National Bank | 3,998 | $2.33M | 0.24% | +22+0.6% | Added |
| Silphium Asset Management Ltd | 4,000 | $2.33M | 1.24% | +4,000 | New |
| Guardian Capital Advisors LP | 3,727 | $2.33M | 0.24% | +12+0.3% | Added |
| Peak Financial Advisors LLC | 4,004 | $2.33M | 1.56% | +4,004 | New |
| Eagle Wealth Strategies LLC | 4,005 | $2.33M | 1.41% | +4,005 | New |
| Pictet North America Advisors SA | 4,015 | $2.34M | 0.30% | +15+0.4% | Added |
| First Heartland Consultants, Inc. | 4,017 | $2.34M | 0.28% | +67+1.7% | Added |
| RDA Financial Network | 4,025 | $2.35M | 0.89% | −5−0.1% | Reduced |
| Bedell Frazier Investment Counseling, LLC | 4,032 | $2.35M | 0.65% | +1,459+56.7% | Added |
| Rehmann Capital Advisory Group | 4,033 | $2.35M | 0.19% | +527+15.0% | Added |
| Advisor OS, LLC | 4,039 | $2.35M | 0.31% | +1,377+51.7% | Added |
| Brevan Howard Capital Management LP | 4,042 | $2.36M | 0.24% | +4,042 | New |
| Coastal Investment Advisors, Inc. | 4,043 | $2.36M | 0.53% | −448−10.0% | Reduced |
| Berkshire Asset Management LLC | 4,044 | $2.36M | 0.13% | −7−0.2% | Reduced |
| Partners Capital Investment Group, LLP | 4,056 | $2.36M | 0.05% | +2,464+154.8% | Added |
| Kuhn & Co Investment Counsel | 4,061 | $2.37M | 2.43% | +4,061 | New |
| Eqis Capital Management, Inc. | 4,072 | $2.37M | 0.19% | −176−4.1% | Reduced |
| Wallington Asset Management, LLC | 4,072 | $2.37M | 0.40% | −707−14.8% | Reduced |
| Argent Advisors, Inc. | 4,077 | $2.38M | 1.04% | −10−0.2% | Reduced |
| InTrack Investment Management Inc | 4,078 | $2.38M | 1.78% | +558+15.9% | Added |
| CRA Financial Services, LLC | 4,092 | $2.39M | 0.58% | +28+0.7% | Added |
| Archford Capital Strategies, LLC | 4,097 | $2.39M | 0.44% | −467−10.2% | Reduced |
| Executive Wealth Management, LLC | 4,102 | $2.39M | 0.23% | +4,102 | New |
| Range Financial Group LLC | 4,105 | $2.39M | 1.44% | +28+0.7% | Added |
| Becker Capital Management Inc | 4,109 | $2.40M | 0.09% | −251−5.8% | Reduced |
| Legato Capital Management LLC | 4,119 | $2.40M | 0.31% | 00.0% | Unchanged |
| Mount Yale Investment Advisors, LLC | 4,130 | $2.41M | 0.23% | +649+18.6% | Added |
| Financial Security Advisor, Inc. | 4,136 | $2.41M | 0.95% | −120−2.8% | Reduced |
| Baker Tilly Wealth Management, LLC | 4,140 | $2.41M | 0.40% | −39−0.9% | Reduced |
| Guild Investment Management, Inc. | 4,143 | $2.42M | 3.84% | +675+19.5% | Added |
| Robertson Stephens Wealth Management, LLC | 4,145 | $2.42M | 0.15% | +971+30.6% | Added |
| Bouvel Investment Partners, LLC | 4,146 | $2.42M | 1.13% | +189+4.8% | Added |
| Simplify Asset Management Inc. | 4,149 | $2.42M | 0.37% | −766−15.6% | Reduced |
| Stokes Family Office, LLC | 4,153 | $2.42M | 0.33% | −722−14.8% | Reduced |
| Ifrah Financial Services, Inc. | 4,159 | $2.42M | 0.71% | −1,053−20.2% | Reduced |
| Woodward Diversified Capital, LLC | 4,159 | $2.42M | 1.52% | −4−0.1% | Reduced |
| Hilltop Holdings Inc. | 4,163 | $2.43M | 0.28% | −158−3.7% | Reduced |
| Comprehensive Financial Consultants Institutional, Inc. | 4,165 | $2.43M | 1.13% | −33−0.8% | Reduced |
| Traveka Wealth, LLC | 4,180 | $2.44M | 1.23% | +4,180 | New |
| Chesapeake Wealth Management | 4,181 | $2.44M | 0.94% | −236−5.3% | Reduced |
| NewSquare Capital LLC | 4,184 | $2.44M | 0.23% | +194+4.9% | Added |
| Midland Wealth Advisors LLC | 4,185 | $2.44M | 0.17% | +4,185 | New |
| New England Asset Management Inc | 4,193 | $2.44M | 0.39% | −517−11.0% | Reduced |
| Gilman Hill Asset Management, LLC | 4,196 | $2.45M | 0.46% | 00.0% | Unchanged |
| united american securities inc. (d/b/a uas asset management) | 4,200 | $2.45M | 0.62% | +4,200 | New |
| Cipher Capital LP | 4,202 | $2.45M | 0.79% | +2,051+95.4% | Added |
| HT Partners LLC | 4,204 | $2.45M | 0.98% | +27+0.6% | Added |
| Csenge Advisory Group | 4,212 | $2.46M | 0.15% | +73+1.8% | Added |
| RF&L Wealth Management, LLC | 4,214 | $2.46M | 2.04% | −100−2.3% | Reduced |
| First Dallas Securities Inc. | 4,223 | $2.46M | 1.27% | +4,223 | New |
| Towerpoint Wealth, LLC | 4,226 | $2.46M | 1.34% | −11−0.3% | Reduced |
| Sycomore Asset Management | 4,237 | $2.46M | 0.53% | +3,462+446.7% | Added |
| WealthShield Partners, LLC | 4,235 | $2.47M | 0.41% | +2,168+104.9% | Added |
| Vectors Research Management, LLC | 139,950 | $2.47M | 0.70% | +135,535+3,069.9% | Added |
| Eagle Rock Investment Company, LLC | 4,237 | $2.47M | 0.51% | −750−15.0% | Reduced |
| Atlantic Trust, LLC | 4,251 | $2.48M | 0.68% | +744+21.2% | Added |
| Dynamic Technology Lab Private Ltd | 4,259 | $2.48M | 0.26% | +2,548+148.9% | Added |
| Philadelphia Trust Co | 4,264 | $2.49M | 0.23% | +34+0.8% | Added |
| Etesian Wealth Advisors, Inc. | 4,297 | $2.50M | 1.50% | −232−5.1% | Reduced |
| Arden Trust Co | 4,284 | $2.50M | 0.37% | −369−7.9% | Reduced |
| Evermay Wealth Management LLC | 4,288 | $2.50M | 0.46% | +661+18.2% | Added |
| True North Advisors, LLC | 4,291 | $2.50M | 0.64% | −114−2.6% | Reduced |
| Optimist Retirement Group LLC | 4,308 | $2.51M | 1.63% | +4,308 | New |
| Lattice Capital Management, LLC | 4,318 | $2.52M | 2.79% | 00.0% | Unchanged |
| Wealthsource Partners, LLC | 4,332 | $2.53M | 0.16% | −532−10.9% | Reduced |
| Marshall Financial Group LLC | 4,332 | $2.53M | 0.81% | −1,043−19.4% | Reduced |
| Quantbot Technologies LP | 4,334 | $2.53M | 0.15% | −4,540−51.2% | Reduced |
| Murphy, Middleton, Hinkle & Parker, Inc. | 4,340 | $2.53M | 1.56% | +143+3.4% | Added |
| West Family Investments, Inc. | 4,346 | $2.53M | 0.86% | −196−4.3% | Reduced |
| Catalyst Financial Partners LLC | 4,368 | $2.55M | 0.72% | +85+2.0% | Added |
| Pure Financial Advisors, Inc. | 4,372 | $2.55M | 0.09% | −130−2.9% | Reduced |
| Wolf Group Capital Advisors | 5,440 | $2.55M | 1.21% | +273+5.3% | Added |
| Carr Financial Group Corp | 4,386 | $2.56M | 0.95% | 00.0% | Unchanged |
| Handelsinvest Investeringsforvaltning | 4,393 | $2.56M | 1.05% | −2,232−33.7% | Reduced |
| Significant Wealth Partners LLC | 4,397 | $2.56M | 1.87% | +4,397 | New |