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 |
|---|---|---|---|---|---|
| Arrow Financial Corp | 7,715 | $4.50M | 0.47% | +1,966+34.2% | Added |
| Capital Wealth Planning, LLC | 7,716 | $4.50M | 0.05% | +7,716 | New |
| Field & Main Bank | 7,722 | $4.50M | 1.90% | +668+9.5% | Added |
| Compass Wealth Management LLC | 7,725 | $4.50M | 1.26% | −345−4.3% | Reduced |
| Lake Street Financial LLC | 7,735 | $4.51M | 0.71% | −5−0.1% | Reduced |
| Whittier Trust Co of Nevada Inc | 7,741 | $4.51M | 0.14% | +33+0.4% | Added |
| Decatur Capital Management, Inc. | 7,763 | $4.53M | 2.71% | +2,233+40.4% | Added |
| Schear Investment Advisers, LLC | 7,780 | $4.54M | 4.37% | +13+0.2% | Added |
| Aldebaran Capital, LLC | 7,783 | $4.54M | 4.64% | 00.0% | Unchanged |
| Kames Capital plc | 7,795 | $4.55M | 0.07% | +7,795 | New |
| KLCM Advisors, Inc. | 7,823 | $4.56M | 0.70% | +1,137+17.0% | Added |
| S&CO Inc | 7,825 | $4.56M | 0.35% | −670−7.9% | Reduced |
| Biechele Royce Advisors | 7,827 | $4.56M | 1.49% | 00.0% | Unchanged |
| Next Century Growth Investors LLC | 7,852 | $4.58M | 0.45% | −18−0.2% | Reduced |
| RMB Capital Management, LLC | 7,873 | $4.59M | 0.14% | +110+1.4% | Added |
| Cumberland Partners Ltd | 8,025 | $4.61M | 0.42% | −4,220−34.5% | Reduced |
| Altfest L J & Co Inc | 7,910 | $4.61M | 0.67% | −317−3.9% | Reduced |
| Boothbay Fund Management, LLC | 7,928 | $4.62M | 0.17% | −3,885−32.9% | Reduced |
| Centre Asset Management, LLC | 7,967 | $4.64M | 1.12% | −1,016−11.3% | Reduced |
| Marshall & Sullivan Inc | 8,006 | $4.67M | 2.47% | 00.0% | Unchanged |
| Simmons Bank | 8,012 | $4.67M | 0.38% | +227+2.9% | Added |
| Smith, Moore & Co. | 8,039 | $4.69M | 0.55% | +315+4.1% | Added |
| Chatham Capital Group, Inc. | 8,048 | $4.69M | 0.95% | +74+0.9% | Added |
| Alcosta Capital Management, Inc. | 8,055 | $4.70M | 3.40% | −47−0.6% | Reduced |
| Granite Bay Wealth Management, LLC | 8,057 | $4.70M | 0.04% | +38+0.5% | Added |
| TCI Wealth Advisors, Inc. | 8,101 | $4.72M | 0.50% | +637+8.5% | Added |
| Peregrine Asset Advisers, Inc. | 8,107 | $4.73M | 2.30% | −2,797−25.7% | Reduced |
| Woodstock Corp | 8,182 | $4.77M | 0.55% | −298−3.5% | Reduced |
| Wescott Financial Advisory Group, LLC | 8,201 | $4.78M | 0.67% | +209+2.6% | Added |
| West Oak Capital, LLC | 7,444 | $4.79M | 2.24% | −285−3.7% | Reduced |
| Qtron Investments LLC | 8,245 | $4.81M | 0.79% | −251−3.0% | Reduced |
| China Universal Asset Management Co., Ltd. | 8,277 | $4.82M | 0.94% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 8,294 | $4.83M | 0.10% | +2,746+49.5% | Added |
| Hodges Capital Management Inc. | 8,305 | $4.84M | 0.26% | +713+9.4% | Added |
| Enterprise Bank & Trust Co | 8,314 | $4.85M | 1.72% | −747−8.2% | Reduced |
| Crawford Investment Counsel Inc | 8,339 | $4.86M | 0.10% | −20.0% | Reduced |
| Ingalls & Snyder LLC | 8,376 | $4.88M | 0.22% | −1,255−13.0% | Reduced |
| Bank of Hawaii | 8,407 | $4.90M | 0.26% | +1,540+22.4% | Added |
| Moran Wealth Management, LLC | 8,461 | $4.93M | 0.18% | −187−2.2% | Reduced |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 7,652 | $4.94M | 0.05% | +272+3.7% | Added |
| Greylin Investment Mangement Inc | 8,475 | $4.94M | 0.85% | −325−3.7% | Reduced |
| Portfolio Design Labs, LLC | 8,503 | $4.96M | 1.88% | +8,503 | New |
| First National Advisers, LLC | 8,552 | $4.99M | 1.43% | +2,695+46.0% | Added |
| Forum Financial Management, LP | 8,571 | $5.00M | 0.09% | −502−5.5% | Reduced |
| Pioneer Trust Bank N A | 8,580 | $5.00M | 1.49% | +1,760+25.8% | Added |
| Baldwin Investment Management, LLC | 8,598 | $5.01M | 0.78% | −143−1.6% | Reduced |
| D L Carlson Investment Group Inc | 6,620 | $5.02M | 1.02% | +6,128+1,245.5% | Added |
| FRG Family Wealth Advisors LLC | 8,610 | $5.02M | 1.02% | +9+0.1% | Added |
| Moneta Group Investment Advisors LLC | 8,630 | $5.03M | 0.10% | +91+1.1% | Added |
| Linden Thomas Advisory Services, LLC | 8,633 | $5.03M | 0.94% | +518+6.4% | Added |
| RSM US Wealth Management LLC | 8,643 | $5.04M | 0.14% | +2,257+35.3% | Added |
| Geneva Partners, LLC | 8,656 | $5.05M | 2.80% | −428−4.7% | Reduced |
| Beck Capital Management, LLC | 8,661 | $5.05M | 1.73% | −4,096−32.1% | Reduced |
| Douglass Winthrop Advisors, LLC | 8,687 | $5.06M | 0.11% | +300+3.6% | Added |
| Principal Securities, Inc. | 8,688 | $5.06M | 0.19% | +8,688 | New |
| Platte River Wealth Advisors, LLC | 8,715 | $5.08M | 1.68% | −113−1.3% | Reduced |
| Knollwood Investment Advisory, LLC | 8,730 | $5.09M | 1.06% | +8,730 | New |
| Prairie Sky Financial Group LLC | 8,749 | $5.10M | 3.33% | +20.0% | Added |
| Rothschild Investment LLC | 8,790 | $5.12M | 0.43% | +8,790 | New |
| Connable Office Inc | 8,829 | $5.15M | 0.62% | −397−4.3% | Reduced |
| We Are One Seven, LLC | 8,832 | $5.15M | 0.30% | −338−3.7% | Reduced |
| Equitable Trust Co | 8,840 | $5.15M | 0.39% | −60−0.7% | Reduced |
| Investors Asset Management of Georgia Inc | 8,894 | $5.17M | 2.62% | +630+7.6% | Added |
| Everett Harris & Co | 8,893 | $5.18M | 0.07% | −31−0.3% | Reduced |
| Duff & Phelps Investment Management Co | 8,904 | $5.19M | 0.06% | +90+1.0% | Added |
| Cigna Investments Inc | 8,963 | $5.22M | 1.08% | −34−0.4% | Reduced |
| North Star Investment Management Corp. | 9,008 | $5.25M | 0.40% | −110−1.2% | Reduced |
| Madden Securities Corp | 9,010 | $5.25M | 2.78% | −110−1.2% | Reduced |
| Jones Financial Companies LLLP | 9,024 | $5.26M | 0.01% | +1,967+27.9% | Added |
| Columbia Asset Management | 9,050 | $5.28M | 1.08% | +247+2.8% | Added |
| J.W. Cole Advisors, Inc. | 9,056 | $5.28M | 0.31% | −410−4.3% | Reduced |
| Institutional & Family Asset Management, LLC | 9,060 | $5.28M | 0.87% | −657−6.8% | Reduced |
| Trust Asset Management LLC | 9,069 | $5.29M | 0.51% | 00.0% | Unchanged |
| TRUE Private Wealth Advisors | 9,088 | $5.30M | 0.67% | +32+0.4% | Added |
| Zions Bancorporation, N.A. | 9,117 | $5.31M | 0.37% | +241+2.7% | Added |
| Crew Capital Management, Ltd. | 9,138 | $5.33M | 5.42% | −83−0.9% | Reduced |
| Meeder Asset Management Inc | 9,156 | $5.34M | 0.42% | −16,135−63.8% | Reduced |
| Harvest Fund Management Co., Ltd | 9,204 | $5.37M | 0.84% | +355+4.0% | Added |
| Larson Financial Group LLC | 9,213 | $5.37M | 0.47% | +266+3.0% | Added |
| Motco | 9,219 | $5.37M | 0.34% | +6,733+270.8% | Added |
| Icon Wealth Advisors, LLC | 9,226 | $5.38M | 0.56% | +9,226 | New |
| Geneos Wealth Management Inc. | 9,231 | $5.38M | 0.27% | −648−6.6% | Reduced |
| Gotham Asset Management, LLC | 9,264 | $5.40M | 0.10% | +1,878+25.4% | Added |
| Pitcairn Co | 9,265 | $5.40M | 0.40% | −19−0.2% | Reduced |
| Solidarilty Wealth, LLC | 9,306 | $5.42M | 1.96% | +9,306 | New |
| Old Second National Bank of Aurora | 9,307 | $5.43M | 1.49% | −1,086−10.4% | Reduced |
| V-Square Quantitative Management LLC | 9,328 | $5.44M | 1.30% | +3,568+61.9% | Added |
| Asset Dedication, LLC | 9,357 | $5.44M | 0.44% | +901+10.7% | Added |
| Strong Tower Advisory Services | 9,400 | $5.48M | 2.43% | −28−0.3% | Reduced |
| Leonteq Securities AG | 9,418 | $5.49M | 0.71% | −458−4.6% | Reduced |
| Abbrea Capital, LLC | 9,426 | $5.50M | 0.79% | +383+4.2% | Added |
| Transform Wealth, LLC | 9,439 | $5.50M | 0.54% | −1,533−14.0% | Reduced |
| Herbst Group, LLC | 9,462 | $5.52M | 3.54% | −828−8.0% | Reduced |
| LGT Fund Management Co Ltd. | 9,520 | $5.53M | 2.37% | +400+4.4% | Added |
| Empire Financial Management Company, LLC | 9,526 | $5.55M | 2.17% | −5−0.1% | Reduced |
| Wetzel Investment Advisors, Inc. | 9,586 | $5.59M | 3.43% | +9,586 | New |
| Supplemental Annuity Collective Trust of NJ | 9,600 | $5.60M | 1.94% | −1,300−11.9% | Reduced |
| Boothe Investment Group, Inc. | 9,615 | $5.61M | 2.53% | −171−1.7% | Reduced |
| Smithfield Trust Co | 9,628 | $5.61M | 0.32% | +292+3.1% | Added |
| Washington Trust Bank | 9,645 | $5.62M | 0.50% | −37−0.4% | Reduced |