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Livermore
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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; 4,643 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
3,277
+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
1,237 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.

Institutional holdersQ4 2023: 3,277 institutions
Q1 2021: 1,952 institutionsQ2 2021: 2,027 institutionsQ3 2021: 2,056 institutionsQ4 2021: 2,308 institutionsQ1 2022: 2,350 institutionsQ2 2022: 2,451 institutionsQ3 2022: 2,490 institutionsQ4 2022: 2,673 institutionsQ1 2023: 2,620 institutionsQ2 2023: 2,819 institutionsQ3 2023: 2,979 institutionsQ4 2023: 3,277 institutionsQ1 2024: 3,466 institutionsQ2 2024: 3,572 institutionsQ3 2024: 3,667 institutionsQ4 2024: 3,914 institutionsQ1 2025: 3,929 institutionsQ2 2025: 3,915 institutionsQ3 2025: 3,905 institutionsQ4 2025: 4,453 institutionsQ1 2026: 4,392 institutionsQ2 2026: 4,643 institutions
Value heldQ4 2023: $457.2B
Q1 2021: $148.0BQ2 2021: $182.0BQ3 2021: $183.1BQ4 2021: $218.0BQ1 2022: $225.8BQ2 2022: $255.6BQ3 2022: $256.1BQ4 2022: $288.4BQ1 2023: $269.7BQ2 2023: $366.7BQ3 2023: $421.9BQ4 2023: $457.2BQ1 2024: $607.2BQ2 2024: $707.0BQ3 2024: $687.4BQ4 2024: $602.9BQ1 2025: $688.4BQ2 2025: $610.1BQ3 2025: $583.5BQ4 2025: $843.2BQ1 2026: $712.9BQ2 2026: $942.7B
Institutions holding LLY and their total value by quarter
QuarterHoldersValue
Q2 20264,643$942.7B
Q1 20264,392$712.9B
Q4 20254,453$843.2B
Q3 20253,905$583.5B
Q2 20253,915$610.1B
Q1 20253,929$688.4B
Q4 20243,914$602.9B
Q3 20243,667$687.4B
Q2 20243,572$707.0B
Q1 20243,466$607.2B
Q4 20233,277$457.2B
Q3 20232,979$421.9B
Q2 20232,819$366.7B
Q1 20232,620$269.7B
Q4 20222,673$288.4B
Q3 20222,490$256.1B
Q2 20222,451$255.6B
Q1 20222,350$225.8B
Q4 20212,308$218.0B
Q3 20212,056$183.1B
Q2 20212,027$182.0B
Q1 20211,952$148.0B

Institutions, Q4 2023

Shares, value and share of portfolio for each institution holding Eli Lilly & Co; share changes are against Q3 2023.

Institutions holding LLY in Q4 2023
InstitutionSharesValue% of portfolioChange in sharesAction
West Bancorporation Inc371$216.3K0.14%+371New
Helen Stephens Group, LLC371$216.3K0.10%+371New
Capital Performance Advisors LLP373$217.2K0.09%+373New
Interchange Capital Partners, LLC374$218.0K0.16%−241−39.2%Reduced
Priebe Wealth Holdings LLC375$218.5K0.18%+375New
Francis Financial, Inc.375$218.8K0.09%+375New
Wall Street Access Asset Management, LLC376$219.2K0.10%00.0%Unchanged
Landaas & Co377$220.0K0.08%00.0%Unchanged
Victory Financial Group, LLC378$220.3K0.15%+378New
Level Financial Advisors, Inc.378$220.4K0.11%00.0%Unchanged
Paragon Wealth Strategies, LLC378$220.6K0.06%+378New
Castleview Partners, LLC380$221.5K0.16%+192+102.1%Added
Lutz Financial Services LLC381$222.1K0.02%−11−2.8%Reduced
Parkside Advisors LLC382$222.7K0.06%00.0%Unchanged
Cape Ann Savings Bank345$222.7K0.15%+345New
Bennett Selby Investments LP384$223.8K0.11%+384New
Cornerstone Management, Inc.384$224.0K0.06%00.0%Unchanged
Mountain Pacific Investment Advisers Inc385$224.4K0.01%−25−6.1%Reduced
GenTrust, LLC385$224.4K0.01%00.0%Unchanged
Global Strategic Investment Solutions, LLC386$225.1K0.03%+6+1.6%Added
Cascade Investment Advisors, Inc.387$225.6K0.16%00.0%Unchanged
M3 Advisory Group, LLC387$225.6K0.26%+387New
Oliver Lagore Vanvalin Investment Group387$225.6K0.08%+84+27.7%Added
Green Square Capital Advisors LLC388$226.4K0.03%+388New
Quaker Wealth Management, LLC389$226.6K0.10%+1+0.3%Added
Fielder Capital Group LLC390$227.1K0.14%+390New
Vantage Consulting Group Inc390$227.3K0.15%−6−1.5%Reduced
Peak Financial Management, Inc.390$227.3K0.08%+390New
Kohmann Bosshard Financial Services, LLC390$227.3K0.03%+1+0.3%Added
Burkett Financial Services, LLC390$227.5K0.13%+390New
Disciplined Investments, LLC392$228.5K0.13%00.0%Unchanged
Vantage Financial Partners, LLC393$229.0K0.07%−85−17.8%Reduced
Willis Johnson & Associates, Inc.393$229.1K0.02%+393New
Ellsworth Advisors, LLC393$229.2K0.07%−2−0.5%Reduced
Kooman & Associates394$229.7K0.10%−18−4.4%Reduced
Fidelity D & D Bancorp Inc395$230.3K0.18%+395New
Cardinal Point Capital Management, ULC396$230.8K0.06%−130−24.7%Reduced
Goepper Burkhardt LLC312$230.9K0.11%+312New
Summit Wealth Partners, LLC398$231.9K0.05%00.0%Unchanged
Earnest Partners LLC398$232.0K0.00%00.0%Unchanged
JNBA Financial Advisors400$233.2K0.03%−116−22.5%Reduced
Baker Ellis Asset Management LLC400$233.2K0.04%00.0%Unchanged
American Institute for Advanced Investment Management, LLP400$233.2K0.21%00.0%Unchanged
Pine Haven Investment Counsel, Inc400$233.2K0.22%00.0%Unchanged
Fortis Group Advisors, LLC400$233.2K0.06%+200+100.0%Added
PFS Partners, LLC400$233.2K0.16%00.0%Unchanged
Capital Advisors Wealth Management, LLC400$233.3K0.05%−8−2.0%Reduced
Advanced Asset Management Advisors Inc401$234.0K0.06%−294−42.3%Reduced
Citizens & Northern Corp403$234.9K0.08%−5−1.2%Reduced
Culbertson A N & Co Inc403$234.9K0.04%00.0%Unchanged
Aspire Capital Advisors LLC403$235.0K0.10%00.0%Unchanged
Horst & Graben Wealth Management LLC404$235.4K0.05%−33−7.6%Reduced
Seldon Capital LP404$235.5K0.18%00.0%Unchanged
Raffa Wealth Management, LLC405$235.8K0.07%+20+5.2%Added
ISAM Funds (UK) Ltd406$236.7K0.17%+406New
Meredith Wealth Planning406$236.8K0.15%00.0%Unchanged
Baron Wealth Management LLC407$237.0K0.13%+11+2.8%Added
Inspire Advisors, LLC407$237.2K0.04%−13−3.1%Reduced
New World Advisors LLC409$238.4K0.07%−273−40.0%Reduced
Operose Advisors LLC409$238.4K0.10%−14−3.3%Reduced
Frazier Financial Advisors, LLC410$238.7K0.21%+410New
Truvestments Capital LLC410$238.9K0.11%00.0%Unchanged
Howard Financial Services, Ltd.410$239.0K0.05%+410New
Grayhawk Investment Strategies Inc.411$239.6K0.12%+411New
MinichMacGregor Wealth Management, LLC412$240.2K0.07%−83−16.8%Reduced
Applied Capital LLC413$240.7K0.13%00.0%Unchanged
Capital Management Associates, Inc414$241.0K0.22%+414New
Farmers Trust Co414$241.3K0.05%+38+10.1%Added
Ridgewood Investments LLC415$241.8K0.14%−8−1.9%Reduced
Lorne Steinberg Wealth Management Inc.415$241.9K0.08%−187−31.1%Reduced
Levin Capital Strategies, L.P.415$241.9K0.03%+15+3.8%Added
GSG Advisors LLC392$242.1K0.09%+392New
Braun-Bostich & Associates Inc.416$242.5K0.22%+416New
Capasso Planning Partners LLC417$243.1K0.11%+3+0.7%Added
Planning Alternatives Ltd418$243.7K0.04%+3+0.7%Added
Meridian Financial, LLC418$243.7K0.19%+418New
RMR Capital Management, LLC418$243.7K0.28%+418New
Augustine Asset Management Inc419$244.2K0.11%−40−8.7%Reduced
Morton Capital Management LLC422$246.0K0.07%+22+5.5%Added
Gallacher Capital Management LLC422$246.1K0.14%−4−0.9%Reduced
CapWealth Advisors, LLC423$246.6K0.03%00.0%Unchanged
Pittenger & Anderson Inc423$246.6K0.01%−82−16.2%Reduced
ICW Investment Advisors LLC423$246.8K0.12%+38+9.9%Added
USAdvisors Wealth Management, LLC424$247.0K0.10%+424New
Halpern Financial, Inc.400$247.1K0.08%+400New
Notis-McConarty Edward424$247.2K0.10%−41−8.8%Reduced
Brown Capital Management LLC424$247.2K0.00%00.0%Unchanged
Pacific Capital Wealth Advisors, Inc424$247.2K0.06%00.0%Unchanged
Schneider Downs Wealth Management Advisors, LP424$247.2K0.06%+424New
Columbus Macro, LLC394$247.9K0.10%00.0%Unchanged
Invictus Private Wealth, LLC426$248.3K0.02%00.0%Unchanged
Sugarloaf Wealth Management, LLC428$249.5K0.06%+29+7.3%Added
Quad-Cities Investment Group, LLC399$249.6K0.15%+399New
Genesee Capital Advisors, LLC428$249.8K0.15%+428New
Acima Private Wealth, LLC429$250.1K0.10%−219−33.8%Reduced
Cooper/Haims Advisors, LLC429$250.1K0.14%−136−24.1%Reduced
Silvia McColl Wealth Management, LLC429$250.1K0.23%−7−1.6%Reduced
Chelsea Counsel Co430$250.7K0.13%00.0%Unchanged
Stuart Chaussee & Associates, Inc.430$250.7K0.07%00.0%Unchanged
Sharp Financial Services, LLC430$250.7K0.27%+430New