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 |
|---|---|---|---|---|---|
| Jackson Wealth Management, LLC | 6,331 | $3.69M | 0.49% | −68−1.1% | Reduced |
| Searle & Co. | 6,332 | $3.69M | 1.01% | +5,332+533.2% | Added |
| Beaumont Financial Advisors, LLC | 6,356 | $3.70M | 0.34% | +129+2.1% | Added |
| PEAK6 Investments LLC | 6,361 | $3.71M | 0.16% | +1,228+23.9% | Added |
| IAM Advisory, LLC | 6,370 | $3.71M | 1.17% | −237−3.6% | Reduced |
| Meritage Portfolio Management | 6,377 | $3.72M | 0.25% | +1,208+23.4% | Added |
| Penobscot Investment Management Company, Inc. | 6,380 | $3.72M | 0.44% | +552+9.5% | Added |
| Sierra Summit Advisors LLC | 6,392 | $3.73M | 1.09% | +6,392 | New |
| Wealthspire Advisors, LLC | 6,404 | $3.73M | 0.05% | +451+7.6% | Added |
| Proficio Capital Partners LLC | 6,405 | $3.73M | 0.46% | −32−0.5% | Reduced |
| Redhawk Wealth Advisors, Inc. | 6,412 | $3.74M | 0.73% | −574−8.2% | Reduced |
| LJI Wealth Management, LLC | 6,419 | $3.74M | 0.97% | +141+2.2% | Added |
| Principle Wealth Partners LLC | 6,422 | $3.74M | 0.32% | +620+10.7% | Added |
| Armstrong Advisory Group, Inc | 6,423 | $3.74M | 0.36% | +6+0.1% | Added |
| Wealthcare Advisory Partners LLC | 6,434 | $3.75M | 0.15% | +659+11.4% | Added |
| Sawyer & Company, Inc | 6,445 | $3.76M | 1.66% | −265−3.9% | Reduced |
| DFPG Investments, LLC | 6,088 | $3.76M | 0.29% | +55+0.9% | Added |
| Massmutual Trust Co FSB | 6,452 | $3.76M | 0.13% | +319+5.2% | Added |
| GAMMA Investing LLC | 5,845 | $3.77M | 1.02% | +5,845 | New |
| PKO Investment Management Joint-Stock Co | 6,500 | $3.79M | 0.47% | 00.0% | Unchanged |
| Waycross Partners, LLC | 6,500 | $3.79M | 0.71% | −2,400−27.0% | Reduced |
| Allen Investment Management LLC | 6,500 | $3.79M | 0.05% | +12+0.2% | Added |
| Investment Partners, Ltd. | 6,549 | $3.82M | 1.88% | −79−1.2% | Reduced |
| Carret Asset Management, LLC | 6,564 | $3.83M | 0.49% | +7+0.1% | Added |
| Pine Valley Investments Ltd Liability Co | 6,570 | $3.83M | 0.32% | −265−3.9% | Reduced |
| InterOcean Capital Group, LLC | 6,584 | $3.84M | 0.10% | +997+17.8% | Added |
| Cabot Wealth Management Inc | 6,594 | $3.84M | 0.53% | −39−0.6% | Reduced |
| Leo Wealth, LLC | 5,756 | $3.85M | 0.40% | +5,756 | New |
| Texas Yale Capital Corp. | 6,598 | $3.85M | 0.18% | +1,108+20.2% | Added |
| Vision Capital Management, Inc. | 6,609 | $3.85M | 0.60% | −75−1.1% | Reduced |
| Wellington Shields Capital Management, LLC | 6,634 | $3.87M | 0.48% | +390+6.2% | Added |
| Institute for Wealth Management, LLC. | 6,639 | $3.87M | 0.63% | −126−1.9% | Reduced |
| Forum Private Client Group LLC | 6,649 | $3.88M | 2.02% | +6,649 | New |
| Deltec Asset Management LLC | 6,650 | $3.88M | 0.87% | −1,050−13.6% | Reduced |
| Carnegie Capital Asset Management, LLC | 6,690 | $3.90M | 0.13% | +15+0.2% | Added |
| Highview Capital Management LLC | 6,710 | $3.91M | 2.08% | +311+4.9% | Added |
| Ancora Advisors, LLC | 6,711 | $3.91M | 0.09% | −224−3.2% | Reduced |
| American National Bank | 6,719 | $3.92M | 0.62% | −1,959−22.6% | Reduced |
| Financial Advocates Investment Management | 6,725 | $3.92M | 0.26% | +85+1.3% | Added |
| Delta Financial Group, Inc. | 6,733 | $3.92M | 1.23% | −88−1.3% | Reduced |
| Lowe Brockenbrough & Co Inc | 6,738 | $3.93M | 0.30% | −48−0.7% | Reduced |
| Level Four Advisory Services, LLC | 6,742 | $3.93M | 0.22% | −61−0.9% | Reduced |
| Cutter & CO Brokerage, Inc. | 6,786 | $3.96M | 1.10% | −120−1.7% | Reduced |
| Fifth Third Wealth Advisors LLC | 6,790 | $3.96M | 1.29% | +595+9.6% | Added |
| Invst, LLC | 5,633 | $3.97M | 0.51% | +789+16.3% | Added |
| Verdence Capital Advisors LLC | 6,841 | $3.99M | 0.39% | −425−5.8% | Reduced |
| Argus Investors' Counsel, Inc. | 6,841 | $3.99M | 2.56% | −927−11.9% | Reduced |
| Cladis Investment Advisory, LLC | 6,861 | $4.00M | 3.14% | −100−1.4% | Reduced |
| Quintet Private Bank (Europe) S.A. | 6,909 | $4.03M | 0.25% | −29,447−81.0% | Reduced |
| Mango Five Family, Inc. | 6,916 | $4.03M | 1.52% | +6,916 | New |
| Meridian Wealth Management, LLC | 6,917 | $4.03M | 0.26% | −3,853−35.8% | Reduced |
| Trust Co of Vermont | 6,935 | $4.04M | 0.27% | −469−6.3% | Reduced |
| Brandywine Oak Private Wealth LLC | 6,936 | $4.04M | 0.45% | −184−2.6% | Reduced |
| Lifeworks Advisors, LLC | 6,940 | $4.05M | 1.40% | −1,195−14.7% | Reduced |
| Summit Trail Advisors, LLC | 6,964 | $4.06M | 0.13% | −87−1.2% | Reduced |
| First National Corp | 6,973 | $4.06M | 1.00% | −355−4.8% | Reduced |
| Canandaigua National Bank & Trust Co | 6,980 | $4.07M | 0.63% | −181−2.5% | Reduced |
| DCF Advisers, LLC | 7,000 | $4.08M | 2.76% | −500−6.7% | Reduced |
| BOS Asset Management, LLC | 7,002 | $4.08M | 2.80% | +10.0% | Added |
| Schechter Investment Advisors, LLC | 7,002 | $4.08M | 0.35% | +5+0.1% | Added |
| Aft, Forsyth & Company, Inc. | 7,030 | $4.10M | 2.58% | +165+2.4% | Added |
| Fiduciary Trust Co | 7,033 | $4.10M | 0.07% | −246−3.4% | Reduced |
| U.S. Capital Wealth Advisors, LLC | 7,045 | $4.11M | 0.16% | −525−6.9% | Reduced |
| Plimoth Trust Co LLC | 7,052 | $4.11M | 1.19% | −210−2.9% | Reduced |
| Brooktree Capital Management | 7,089 | $4.13M | 3.34% | −89−1.2% | Reduced |
| Richwood Investment Advisors, LLC | 7,093 | $4.13M | 3.88% | −290−3.9% | Reduced |
| Curbstone Financial Management Corp | 7,100 | $4.14M | 0.94% | −150−2.1% | Reduced |
| Tower Bridge Advisors | 7,102 | $4.14M | 0.36% | +62+0.9% | Added |
| Fiduciary Group LLC | 7,140 | $4.16M | 0.49% | −150−2.1% | Reduced |
| Desjardins Global Asset Management Inc. | 7,147 | $4.17M | 0.45% | −1,765−19.8% | Reduced |
| Meridian Wealth Advisors, LLC | 7,169 | $4.18M | 0.92% | +20.0% | Added |
| Fragasso Group Inc. | 7,174 | $4.18M | 0.38% | −820−10.3% | Reduced |
| Mission Wealth Management, LP | 7,213 | $4.20M | 0.14% | +26+0.4% | Added |
| Wealth Alliance | 7,221 | $4.21M | 0.59% | +285+4.1% | Added |
| Wisconsin Capital Management LLC | 7,266 | $4.24M | 2.52% | +2,477+51.7% | Added |
| Mitchell McLeod Pugh & Williams Inc | 7,282 | $4.24M | 1.12% | +60+0.8% | Added |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 7,286 | $4.25M | 0.83% | +1,872+34.6% | Added |
| Northcape Wealth Management, LLC | 7,287 | $4.25M | 1.54% | −619−7.8% | Reduced |
| Legacy Private Trust Co. | 7,306 | $4.26M | 0.34% | −11−0.2% | Reduced |
| Mengis Capital Management, Inc. | 7,329 | $4.27M | 0.80% | −20−0.3% | Reduced |
| Pacific Global Investment Management CO | 7,347 | $4.28M | 0.87% | −336−4.4% | Reduced |
| First Nebraska Trust Co | 7,349 | $4.28M | 0.49% | −242−3.2% | Reduced |
| Jackson Square Partners, LLC | 7,389 | $4.31M | 0.14% | +7,389 | New |
| Mather Group, LLC. | 7,402 | $4.32M | 0.07% | −280−3.6% | Reduced |
| Graypoint LLC | 7,404 | $4.32M | 0.35% | +916+14.1% | Added |
| Clarius Group, LLC | 7,410 | $4.32M | 0.36% | −527−6.6% | Reduced |
| EPG Wealth Management LLC | 5,829 | $4.33M | 1.14% | −141−2.4% | Reduced |
| Exencial Wealth Advisors, LLC | 7,454 | $4.35M | 0.18% | +286+4.0% | Added |
| Heirloom Wealth Management | 7,457 | $4.35M | 1.67% | +7,457 | New |
| Keebeck Wealth Management, LLC | 7,477 | $4.36M | 0.72% | +318+4.4% | Added |
| Bray Capital Advisors | 7,545 | $4.40M | 1.22% | 00.0% | Unchanged |
| McKinley Carter Wealth Services, Inc. | 7,563 | $4.41M | 0.32% | −217−2.8% | Reduced |
| Harbour Investments, Inc. | 7,573 | $4.41M | 0.18% | +1,297+20.7% | Added |
| Lynch & Associates | 7,578 | $4.42M | 1.07% | −106−1.4% | Reduced |
| Farther Finance Advisors, LLC | 7,644 | $4.46M | 0.32% | +2,350+44.4% | Added |
| Signet Investment Advisory Group, Inc. | 7,654 | $4.46M | 2.69% | −81−1.0% | Reduced |
| Bragg Financial Advisors, Inc | 7,655 | $4.46M | 0.21% | +5,631+278.2% | Added |
| Estabrook Capital Management | 7,666 | $4.47M | 0.73% | −470−5.8% | Reduced |
| Guardian Wealth Management, Inc. | 7,691 | $4.48M | 3.79% | +2,011+35.4% | Added |
| Confluence Wealth Services, Inc. | 7,704 | $4.49M | 0.49% | −4−0.1% | Reduced |