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 |
|---|---|---|---|---|---|
| Patton Fund Management, Inc. | 5,185 | $3.02M | 0.67% | −27−0.5% | Reduced |
| Independence Bank of Kentucky | 5,187 | $3.02M | 1.06% | +1,062+25.7% | Added |
| Moloney Securities Asset Management, LLC | 5,193 | $3.03M | 0.48% | −40−0.8% | Reduced |
| Bank Hapoalim BM | 5,211 | $3.04M | 0.42% | −1,366−20.8% | Reduced |
| Folger Nolan Fleming Douglas Capital Management, Inc | 5,216 | $3.04M | 0.33% | −50−0.9% | Reduced |
| Harbour Trust & Investment Management Co | 5,221 | $3.04M | 0.43% | +5,221 | New |
| Stratos Wealth Advisors, LLC | 5,228 | $3.05M | 0.18% | +329+6.7% | Added |
| VGI Partners Ltd | 5,238 | $3.05M | 0.32% | +38+0.7% | Added |
| Pinnacle Bancorp, Inc. | 5,253 | $3.06M | 1.00% | −25−0.5% | Reduced |
| Wealthquest Corp | 5,266 | $3.07M | 0.34% | −18−0.3% | Reduced |
| Welch Group, LLC | 5,299 | $3.09M | 0.17% | −218−4.0% | Reduced |
| First Business Financial Services, Inc. | 5,302 | $3.09M | 0.36% | −1,165−18.0% | Reduced |
| Legacy Bridge, LLC | 5,313 | $3.10M | 2.01% | 00.0% | Unchanged |
| Carl P. Sherr & Co., LLC | 5,317 | $3.10M | 1.88% | −556−9.5% | Reduced |
| Capital Asset Advisory Services LLC | 5,320 | $3.10M | 0.19% | −197−3.6% | Reduced |
| Invesco, LLC | 5,324 | $3.10M | 1.44% | −53−1.0% | Reduced |
| PFC Capital Group, Inc. | 5,330 | $3.11M | 1.84% | +5,330 | New |
| Ironwood Financial, llc | 5,330 | $3.11M | 0.75% | 00.0% | Unchanged |
| Wexford Capital LP | 5,335 | $3.11M | 0.67% | −141−2.6% | Reduced |
| First Citizens Financial Corp | 5,339 | $3.11M | 2.00% | −40−0.7% | Reduced |
| AlphaStar Capital Management, LLC | 5,347 | $3.12M | 0.28% | 00.0% | Unchanged |
| Hudson Canyon Capital Management | 5,354 | $3.12M | 2.27% | −121−2.2% | Reduced |
| Silvercrest Asset Management Group LLC | 5,363 | $3.13M | 0.02% | +303+6.0% | Added |
| Lumbard & Kellner, LLC | 5,365 | $3.13M | 1.81% | −154−2.8% | Reduced |
| LM Advisors LLC | 5,368 | $3.13M | 0.63% | +5,368 | New |
| Appleton Partners Inc | 5,369 | $3.13M | 0.25% | −105−1.9% | Reduced |
| Fundamentun, LLC | 5,409 | $3.15M | 0.37% | +125+2.4% | Added |
| Magnus Financial Group LLC | 5,418 | $3.16M | 0.41% | +163+3.1% | Added |
| Parisi Gray Wealth Management | 5,423 | $3.16M | 1.28% | +2,010+58.9% | Added |
| Arete Wealth Advisors, LLC | 5,445 | $3.17M | 0.24% | +704+14.8% | Added |
| NVWM, LLC | 5,446 | $3.17M | 0.95% | −281−4.9% | Reduced |
| Punch & Associates Investment Management, Inc. | 5,463 | $3.18M | 0.19% | −50−0.9% | Reduced |
| Van Strum & Towne Inc. | 5,475 | $3.19M | 1.25% | 00.0% | Unchanged |
| Financial Advisory Service, Inc. | 5,511 | $3.21M | 0.31% | +103+1.9% | Added |
| Hoylecohen, LLC | 5,517 | $3.22M | 0.26% | +99+1.8% | Added |
| Kercheville Advisors, LLC | 5,517 | $3.22M | 1.81% | +1,995+56.6% | Added |
| Allworth Financial LP | 5,521 | $3.22M | 0.02% | +233+4.4% | Added |
| Telos Capital Management, Inc. | 5,541 | $3.23M | 0.39% | −160−2.8% | Reduced |
| Channel Wealth LLC | 5,551 | $3.24M | 1.53% | +2,551+85.0% | Added |
| Adell Harriman & Carpenter Inc | 5,556 | $3.24M | 0.30% | +2,574+86.3% | Added |
| Freedom Day Solutions, LLC | 5,558 | $3.24M | 1.27% | −521−8.6% | Reduced |
| CMG Global Holdings, LLC | 4,283 | $3.25M | 2.36% | −9−0.2% | Reduced |
| Northwest Bancshares, Inc. | 5,576 | $3.25M | 0.59% | −505−8.3% | Reduced |
| B.O.S.S. Retirement Advisors, LLC | 5,577 | $3.25M | 0.63% | +1,243+28.7% | Added |
| Quilter Plc | 5,588 | $3.26M | 0.11% | +244+4.6% | Added |
| David R. Rahn & Associates Inc. | 5,600 | $3.26M | 1.37% | 00.0% | Unchanged |
| Prelude Capital Management, LLC | 5,604 | $3.27M | 0.28% | −784−12.3% | Reduced |
| Van Leeuwen & Company, LLC | 5,621 | $3.28M | 1.91% | −907−13.9% | Reduced |
| Waddell & Associates, LLC | 5,700 | $3.29M | 0.44% | −931−14.0% | Reduced |
| Goldstream Capital Management Ltd | 5,685 | $3.31M | 2.24% | +3,729+190.6% | Added |
| Beaton Management Co. Inc. | 5,700 | $3.32M | 1.99% | +5,700 | New |
| K.J. Harrison & Partners Inc | 5,704 | $3.32M | 0.56% | +5,704 | New |
| Consolidated Portfolio Review Corp | 5,720 | $3.33M | 0.76% | +28+0.5% | Added |
| Chicago Trust Co NA | 5,723 | $3.34M | 0.74% | −424−6.9% | Reduced |
| Romano Brothers and Company | 5,723 | $3.34M | 0.50% | −330−5.5% | Reduced |
| Leavell Investment Management, Inc. | 5,726 | $3.34M | 0.21% | +176+3.2% | Added |
| Grove Bank & Trust | 5,732 | $3.34M | 0.61% | +96+1.7% | Added |
| Valley National Advisers Inc | 5,736 | $3.34M | 0.53% | +337+6.2% | Added |
| Proequities, Inc. | 5,743 | $3.35M | 0.24% | +1,006+21.2% | Added |
| Parthenon LLC | 5,765 | $3.36M | 0.46% | +98+1.7% | Added |
| Kirr Marbach & Co LLC | 5,782 | $3.37M | 0.88% | 00.0% | Unchanged |
| Global Wealth Management Investment Advisory, Inc. | 5,789 | $3.37M | 0.87% | −99−1.7% | Reduced |
| Market Street Wealth Management Advisors LLC | 5,851 | $3.41M | 0.71% | +722+14.1% | Added |
| CoreCap Advisors, LLC | 5,864 | $3.42M | 0.22% | +88+1.5% | Added |
| Flagship Harbor Advisors, LLC | 5,868 | $3.42M | 0.25% | +605+11.5% | Added |
| Erste Asset Management GmbH | 5,934 | $3.45M | 0.05% | +507+9.3% | Added |
| Fukoku Mutual Life Insurance Co | 5,914 | $3.45M | 0.29% | +1,068+22.0% | Added |
| Hurlow Wealth Management Group, Inc. | 5,925 | $3.45M | 1.31% | +159+2.8% | Added |
| Advisors Capital Management, LLC | 5,928 | $3.46M | 0.07% | +616+11.6% | Added |
| Hamilton Point Investment Advisors, LLC | 5,948 | $3.47M | 0.70% | +20.0% | Added |
| Boston Family Office LLC | 5,947 | $3.47M | 0.26% | −307−4.9% | Reduced |
| Norway Savings Bank | 5,962 | $3.48M | 1.54% | −442−6.9% | Reduced |
| Teza Capital Management LLC | 5,983 | $3.49M | 0.58% | +1,459+32.3% | Added |
| StoneX Group Inc. | 5,987 | $3.49M | 0.35% | −21−0.3% | Reduced |
| Bard Financial Services, Inc. | 5,990 | $3.49M | 0.39% | +190+3.3% | Added |
| AlTi Global, Inc. | 6,019 | $3.51M | 0.11% | +6,019 | New |
| Householder Group Estate & Retirement Specialist, LLC | 6,021 | $3.51M | 1.15% | +11+0.2% | Added |
| Adirondack Trust Co | 4,658 | $3.51M | 1.52% | −56−1.2% | Reduced |
| Affinity Capital Advisors, LLC | 6,032 | $3.52M | 0.86% | −112−1.8% | Reduced |
| Allen Mooney & Barnes Investment Advisors LLC | 6,049 | $3.53M | 0.67% | −60−1.0% | Reduced |
| Premier Path Wealth Partners, LLC | 6,124 | $3.55M | 0.78% | +6,124 | New |
| Fidelis Capital Partners, LLC | 6,085 | $3.55M | 0.78% | +1,385+29.5% | Added |
| Avantax Planning Partners, Inc. | 6,087 | $3.55M | 0.14% | +2,204+56.8% | Added |
| BlueCrest Capital Management Ltd | 6,098 | $3.55M | 0.59% | +2,349+62.7% | Added |
| Aristotle Atlantic Partners, LLC | 6,109 | $3.56M | 0.13% | +5,609+1,121.8% | Added |
| Northeast Financial Consultants Inc | 6,117 | $3.57M | 0.20% | +1,241+25.5% | Added |
| Sym Financial Corp | 6,141 | $3.58M | 0.58% | +364+6.3% | Added |
| Marble Harbor Investment Counsel, LLC | 6,152 | $3.59M | 0.44% | −300−4.6% | Reduced |
| Lindbrook Capital, LLC | 6,158 | $3.59M | 0.36% | +585+10.5% | Added |
| ZWJ Investment Counsel Inc | 6,171 | $3.60M | 0.19% | −49−0.8% | Reduced |
| Ayrshire Capital Management LLC | 6,205 | $3.62M | 2.09% | +269+4.5% | Added |
| Schnieders Capital Management LLC | 6,224 | $3.63M | 0.80% | +342+5.8% | Added |
| NorthCrest Asset Manangement, LLC | 6,232 | $3.63M | 0.14% | −15−0.2% | Reduced |
| Draper Asset Management, LLC | 6,251 | $3.64M | 3.46% | −20.0% | Reduced |
| Venture Visionary Partners LLC | 6,274 | $3.66M | 0.19% | −389−5.8% | Reduced |
| Jeppson Wealth Management, LLC | 6,280 | $3.66M | 1.52% | −281−4.3% | Reduced |
| RFG Advisory, LLC | 6,303 | $3.67M | 0.14% | +287+4.8% | Added |
| MidWestOne Financial Group, Inc. | 6,305 | $3.68M | 0.70% | 00.0% | Unchanged |
| Cullinan Associates Inc | 6,319 | $3.68M | 0.21% | −1,054−14.3% | Reduced |
| Scholtz & Company, LLC | 6,320 | $3.68M | 1.82% | +6,320 | New |