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 |
|---|---|---|---|---|---|
| KG&L Capital Management,LLC | 4,417 | $2.57M | 1.08% | +878+24.8% | Added |
| Legacy Wealth Asset Management, LLC | 4,422 | $2.58M | 0.85% | −429−8.8% | Reduced |
| Boston Research & Management Inc | 4,433 | $2.58M | 0.69% | 00.0% | Unchanged |
| Sage Mountain Advisors LLC | 4,439 | $2.59M | 0.30% | +270+6.5% | Added |
| Triangle Securities Wealth Management | 4,445 | $2.59M | 0.81% | −233−5.0% | Reduced |
| Northern Oak Wealth Management Inc | 4,446 | $2.59M | 0.31% | −258−5.5% | Reduced |
| Evernest Financial Advisors, LLC | 4,469 | $2.61M | 1.32% | +4,469 | New |
| HC Advisors, LLC | 4,504 | $2.63M | 1.47% | 00.0% | Unchanged |
| JT Stratford LLC | 4,511 | $2.63M | 0.60% | −691−13.3% | Reduced |
| Merit Financial Group, LLC | 4,534 | $2.64M | 0.08% | −5,024−52.6% | Reduced |
| Consilium Wealth Advisory, LLC | 4,541 | $2.65M | 1.59% | +246+5.7% | Added |
| Valmark Advisers, Inc. | 4,543 | $2.65M | 0.05% | +69+1.5% | Added |
| Napa Wealth Management | 4,545 | $2.65M | 1.44% | +4,545 | New |
| CFM Wealth Partners LLC | 4,555 | $2.66M | 0.60% | +591+14.9% | Added |
| Burton Enright Welch | 4,564 | $2.66M | 0.71% | +10+0.2% | Added |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 4,564 | $2.66M | 0.09% | −606−11.7% | Reduced |
| Pinnacle West Asset Management, Inc. | 4,570 | $2.66M | 2.28% | +25+0.6% | Added |
| Thomasville National Bank | 4,574 | $2.67M | 0.24% | +179+4.1% | Added |
| Graphene Investments SAS | 4,600 | $2.68M | 1.74% | −600−11.5% | Reduced |
| Resonant Capital Advisors, LLC | 4,612 | $2.69M | 0.26% | −256−5.3% | Reduced |
| Keudell/Morrison Wealth Management | 4,612 | $2.69M | 0.89% | +868+23.2% | Added |
| Cassaday & Co Wealth Management LLC | 4,618 | $2.69M | 0.09% | 00.0% | Unchanged |
| Sentry Investment Management LLC | 4,619 | $2.69M | 1.16% | −11−0.2% | Reduced |
| Ballast, Inc. | 4,636 | $2.70M | 0.93% | +501+12.1% | Added |
| Insigneo Advisory Services, LLC | 4,637 | $2.70M | 0.38% | +1,512+48.4% | Added |
| Iowa State Bank | 4,643 | $2.71M | 0.65% | +3,513+310.9% | Added |
| Somerville Kurt F | 4,645 | $2.71M | 0.51% | −196−4.0% | Reduced |
| Capital Investment Advisory Services, LLC | 4,647 | $2.71M | 0.25% | −66−1.4% | Reduced |
| Oak Harvest Investment Services | 4,655 | $2.71M | 0.54% | −1,031−18.1% | Reduced |
| HWG Holdings LP | 4,665 | $2.72M | 1.26% | +174+3.9% | Added |
| Dearborn Partners LLC | 4,677 | $2.73M | 0.10% | +131+2.9% | Added |
| Sippican Capital Advisors | 4,677 | $2.73M | 2.14% | +841+21.9% | Added |
| Quent Capital, LLC | 4,694 | $2.74M | 0.37% | +345+7.9% | Added |
| Harmony Asset Management LLC | 4,694 | $2.74M | 1.16% | +4,694 | New |
| Edgestream Partners, L.P. | 4,699 | $2.74M | 0.20% | +2,434+107.5% | Added |
| Mechanics Bank Trust Department | 4,707 | $2.74M | 0.43% | −138−2.8% | Reduced |
| TCG Advisory Services, LLC | 4,708 | $2.74M | 0.19% | +1,351+40.2% | Added |
| Ipswich Investment Management Co., Inc. | 4,727 | $2.76M | 0.70% | −150−3.1% | Reduced |
| Private Wealth Partners, LLC | 4,730 | $2.76M | 0.23% | +1,145+31.9% | Added |
| Symphony Financial, Ltd. Co. | 4,359 | $2.76M | 0.59% | +1,323+43.6% | Added |
| First Financial Corp | 4,737 | $2.76M | 1.40% | −43−0.9% | Reduced |
| Kovack Advisors, Inc. | 4,751 | $2.77M | 0.33% | +872+22.5% | Added |
| American Money Management, LLC | 4,753 | $2.77M | 0.62% | +107+2.3% | Added |
| Horizon Kinetics Asset Management LLC | 4,755 | $2.77M | 0.06% | −422−8.2% | Reduced |
| Dantai Capital Ltd | 4,760 | $2.77M | 3.50% | +1,640+52.6% | Added |
| Lokken Investment Group LLC | 4,760 | $2.77M | 1.57% | 00.0% | Unchanged |
| Woodmont Investment Counsel LLC | 4,761 | $2.78M | 0.26% | +237+5.2% | Added |
| Probity Advisors, Inc. | 4,771 | $2.78M | 0.61% | −330−6.5% | Reduced |
| Community Bank, N.A. | 4,779 | $2.79M | 0.36% | −242−4.8% | Reduced |
| Humankind Investments LLC | 4,782 | $2.79M | 0.83% | −459−8.8% | Reduced |
| Guardian Wealth Advisors, LLC | 4,786 | $2.79M | 0.42% | −81−1.7% | Reduced |
| Stansberry Asset Management, LLC | 4,795 | $2.80M | 0.46% | +4,795 | New |
| Capital Square, LLC | 4,795 | $2.80M | 3.16% | +408+9.3% | Added |
| Sweet Financial Partners, LLC | 4,801 | $2.80M | 0.67% | +89+1.9% | Added |
| Migdal Insurance & Financial Holdings Ltd. | 4,818 | $2.80M | 0.06% | +1,567+48.2% | Added |
| Regal Investment Advisors LLC | 4,808 | $2.80M | 0.21% | +1,405+41.3% | Added |
| Haverford Trust Co | 4,834 | $2.82M | 0.03% | −1,445−23.0% | Reduced |
| Vista Investment Partners LLC | 4,844 | $2.82M | 1.04% | +4,844 | New |
| Skopos Labs, Inc. | 4,848 | $2.83M | 1.35% | +4,848 | New |
| Black Swift Group, LLC | 4,850 | $2.83M | 0.85% | −3,150−39.4% | Reduced |
| Legacy Advisors, LLC | 4,852 | $2.83M | 0.37% | +2,807+137.3% | Added |
| High Net Worth Advisory Group LLC | 4,852 | $2.83M | 1.05% | −9−0.2% | Reduced |
| Vise Technologies, Inc. | 4,852 | $2.83M | 0.61% | +522+12.1% | Added |
| WNY Asset Management, LLC | 4,859 | $2.83M | 0.48% | 00.0% | Unchanged |
| Blackhawk Capital Partners LLC. | 4,860 | $2.83M | 1.92% | +601+14.1% | Added |
| Howland Capital Management LLC | 4,862 | $2.83M | 0.15% | −468−8.8% | Reduced |
| Kathmere Capital Management, LLC | 4,871 | $2.84M | 0.37% | +20.0% | Added |
| Grimes & Company, Inc. | 4,879 | $2.84M | 0.09% | +952+24.2% | Added |
| Fort Sheridan Advisors LLC | 4,884 | $2.85M | 0.57% | −227−4.4% | Reduced |
| Parkside Financial Bank & Trust | 4,898 | $2.86M | 0.52% | +2,370+93.8% | Added |
| Banco de Sabadell, S.A | 4,909 | $2.86M | 2.17% | −74−1.5% | Reduced |
| United Asset Strategies, Inc. | 4,908 | $2.86M | 0.32% | −206−4.0% | Reduced |
| GeoWealth Management, LLC | 4,924 | $2.87M | 0.24% | +4,924 | New |
| First Citizens Bank & Trust Co | 4,930 | $2.87M | 0.05% | +543+12.4% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 4,935 | $2.88M | 0.17% | +72+1.5% | Added |
| Heartland Bank & Trust Co | 4,958 | $2.89M | 1.99% | −140−2.7% | Reduced |
| Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD | 4,967 | $2.89M | 0.57% | 00.0% | Unchanged |
| Turtle Creek Wealth Advisors, LLC | 4,969 | $2.90M | 0.85% | +4,969 | New |
| Courier Capital LLC | 4,971 | $2.90M | 0.22% | −382−7.1% | Reduced |
| Finivi Inc. | 4,977 | $2.90M | 2.83% | +4,977 | New |
| PDS Planning, Inc | 4,984 | $2.91M | 0.33% | +9+0.2% | Added |
| KRS Capital Management, LLC | 4,989 | $2.91M | 2.71% | +201+4.2% | Added |
| StrategIQ Financial Group, LLC | 4,993 | $2.91M | 0.33% | +10.0% | Added |
| Joel Isaacson & Co., LLC | 5,002 | $2.92M | 0.18% | +29+0.6% | Added |
| Wiley Bros.-Aintree Capital, LLC | 4,982 | $2.92M | 0.71% | +3,944+380.0% | Added |
| Sentry LLC | 5,007 | $2.92M | 0.62% | +20.0% | Added |
| Lakeview Capital Partners, LLC | 5,008 | $2.92M | 0.52% | +504+11.2% | Added |
| Gold Investment Management Ltd. | 5,020 | $2.93M | 1.25% | +5,020 | New |
| Suncoast Equity Management | 5,055 | $2.95M | 0.39% | +143+2.9% | Added |
| WSFS Capital Management, LLC | 5,058 | $2.95M | 0.18% | +1,732+52.1% | Added |
| Boston Financial Mangement LLC | 5,066 | $2.95M | 0.10% | −252−4.7% | Reduced |
| Sabal Trust CO | 5,078 | $2.96M | 0.18% | −471−8.5% | Reduced |
| Schulhoff & Co Inc | 5,080 | $2.96M | 1.41% | −30−0.6% | Reduced |
| Clifford Swan Investment Counsel LLC | 5,084 | $2.96M | 0.12% | −248−4.7% | Reduced |
| Chapin Davis, Inc. | 5,099 | $2.97M | 1.25% | +537+11.8% | Added |
| Peddock Capital Advisors, LLC | 5,107 | $2.98M | 0.91% | 00.0% | Unchanged |
| 9258 Wealth Management, LLC | 5,126 | $2.99M | 0.53% | −6−0.1% | Reduced |
| Miracle Mile Advisors, LLC | 5,143 | $3.00M | 0.08% | +489+10.5% | Added |
| Terra Nova Asset Management LLC | 5,146 | $3.00M | 2.63% | +251+5.1% | Added |
| Belpointe Asset Management LLC | 5,175 | $3.02M | 0.26% | +177+3.5% | Added |