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.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 4,643 | $942.7B |
| Q1 2026 | 4,392 | $712.9B |
| Q4 2025 | 4,453 | $843.2B |
| Q3 2025 | 3,905 | $583.5B |
| Q2 2025 | 3,915 | $610.1B |
| Q1 2025 | 3,929 | $688.4B |
| Q4 2024 | 3,914 | $602.9B |
| Q3 2024 | 3,667 | $687.4B |
| Q2 2024 | 3,572 | $707.0B |
| Q1 2024 | 3,466 | $607.2B |
| Q4 2023 | 3,277 | $457.2B |
| Q3 2023 | 2,979 | $421.9B |
| Q2 2023 | 2,819 | $366.7B |
| Q1 2023 | 2,620 | $269.7B |
| Q4 2022 | 2,673 | $288.4B |
| Q3 2022 | 2,490 | $256.1B |
| Q2 2022 | 2,451 | $255.6B |
| Q1 2022 | 2,350 | $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 |
|---|---|---|---|---|---|
| Harbor Advisors LLC | 500 | $291.5K | 0.06% | 00.0% | Unchanged |
| Keb Asset Management, LLC | 500 | $291.5K | 0.11% | 00.0% | Unchanged |
| Scott Capital Advisors, LLC | 500 | $291.5K | 0.10% | +65+14.9% | Added |
| Sepio Capital, LP | 500 | $291.5K | 0.02% | +500 | New |
| Kapstone Financial Advisors LLC | 465 | $291.8K | 0.23% | +465 | New |
| Balanced Rock Investment Advisor | 501 | $292.0K | 0.26% | +501 | New |
| waypoint wealth counsel | 502 | $292.6K | 0.25% | +20+4.1% | Added |
| Diligent Investors, LLC | 502 | $292.7K | 0.08% | 00.0% | Unchanged |
| Financial Freedom, LLC | 503 | $293.1K | 0.19% | −87−14.7% | Reduced |
| AIMZ Investment Advisors, LLC | 503 | $293.2K | 0.12% | 00.0% | Unchanged |
| Savvy Advisors, Inc. | 504 | $293.9K | 0.29% | +504 | New |
| IAG Wealth Partners, LLC | 506 | $295.0K | 0.07% | 00.0% | Unchanged |
| Cresta Advisors, Ltd. | 506 | $295.0K | 0.20% | +506 | New |
| Raleigh Capital Management Inc. | 506 | $295.2K | 0.14% | +358+241.9% | Added |
| DCM Advisors, LLC | 508 | $296.1K | 0.11% | +508 | New |
| TCWP LLC | 508 | $296.1K | 0.84% | +13+2.6% | Added |
| StrongBox Wealth, LLC | 509 | $296.7K | 0.17% | +18+3.7% | Added |
| AJOVista, LLC | 509 | $296.7K | 0.37% | +509 | New |
| SFE Investment Counsel | 510 | $297.3K | 0.08% | −10−1.9% | Reduced |
| Curi Capital | 510 | $297.3K | 0.04% | +24+4.9% | Added |
| Oxinas Partners Wealth Management LLC | 511 | $297.7K | 0.21% | +6+1.2% | Added |
| TAGStone Capital, Inc. | 513 | $299.0K | 0.20% | +1+0.2% | Added |
| JFS Wealth Advisors, LLC | 513 | $299.0K | 0.03% | −12−2.3% | Reduced |
| Element Wealth, LLC | 513 | $299.1K | 0.19% | −15−2.8% | Reduced |
| Lloyd Advisory Services, LLC. | 515 | $299.9K | 0.14% | −1,202−70.0% | Reduced |
| Coston, McIsaac & Partners | 515 | $300.0K | 0.10% | 00.0% | Unchanged |
| Chemung Canal Trust Co | 515 | $300.2K | 0.06% | 00.0% | Unchanged |
| Motive Wealth Advisors | 516 | $300.8K | 0.35% | −174−25.2% | Reduced |
| McClarren Financial Advisors, Inc. | 516 | $301.0K | 0.23% | +1+0.2% | Added |
| Applied Finance Capital Management, LLC | 517 | $301.4K | 0.03% | −189−26.8% | Reduced |
| Mine & Arao Wealth Creation & Management, LLC. | 517 | $301.4K | 0.16% | 00.0% | Unchanged |
| Cottonwood Capital Advisors, LLC | 518 | $302.0K | 0.25% | +518 | New |
| CBIZ Investment Advisory Services, LLC | 520 | $303.1K | 0.02% | +125+31.6% | Added |
| SPC Financial, Inc. | 521 | $303.6K | 0.03% | +36+7.4% | Added |
| Wilkinson Global Asset Management LLC | 521 | $303.7K | 0.02% | −50−8.8% | Reduced |
| Vertex Planning Partners, LLC | 521 | $303.7K | 0.09% | +44+9.2% | Added |
| Shelton Wealth Management, LLC | 521 | $303.7K | 0.22% | +521 | New |
| Endowment Wealth Management, Inc. | 522 | $304.2K | 0.25% | −30−5.4% | Reduced |
| AJ Advisors, LLC | 523 | $304.7K | 0.19% | +523 | New |
| Kapitalo Investimentos Ltda | 523 | $304.9K | 0.06% | +523 | New |
| Xcel Wealth Management, LLC | 526 | $306.6K | 0.11% | −39−6.9% | Reduced |
| Chemistry Wealth Management LLC | 526 | $306.6K | 0.09% | 00.0% | Unchanged |
| ASB Consultores, LLC | 527 | $307.2K | 0.10% | −228−30.2% | Reduced |
| Cypress Capital, LLC | 527 | $307.2K | 0.09% | −32−5.7% | Reduced |
| Detalus Advisors, LLC | 529 | $308.4K | 0.12% | −62−10.5% | Reduced |
| Trail Ridge Investment Advisors, LLC | 531 | $309.5K | 0.19% | +531 | New |
| Legacy Capital Wealth Partners, LLC | 531 | $309.5K | 0.09% | −64−10.8% | Reduced |
| Darwin Advisors, LLC | 532 | $310.4K | 0.08% | −94−15.0% | Reduced |
| First PREMIER Bank | 533 | $311.0K | 0.09% | +1+0.2% | Added |
| Keener Financial Planning LLC | 534 | $311.0K | 0.24% | +534 | New |
| Elwood & Goetz Wealth Advisory Group, LLC | 534 | $311.3K | 0.07% | +36+7.2% | Added |
| Inspirion Wealth Advisors, LLC | 526 | $311.5K | 0.06% | +6+1.2% | Added |
| Byrne Asset Management LLC | 536 | $311.7K | 0.24% | −5−0.9% | Reduced |
| Alhambra Investment Partners LLC | 535 | $311.9K | 0.19% | −50−8.5% | Reduced |
| Grandview Asset Management LLC | 536 | $312.0K | 0.16% | +536 | New |
| Fairhaven Wealth Management, LLC | 537 | $313.0K | 0.11% | −161−23.1% | Reduced |
| Quest Partners LLC | 537 | $313.0K | 0.07% | +537 | New |
| W Advisors, LLC | 539 | $314.2K | 0.23% | −4−0.7% | Reduced |
| Spreng Capital Management, Inc. | 540 | $314.8K | 0.20% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 544 | $316.8K | 0.20% | −19−3.4% | Reduced |
| Vanguard Capital Wealth Advisors | 545 | $317.7K | 0.26% | +50+10.1% | Added |
| Quantum Private Wealth, LLC | 546 | $318.6K | 0.13% | 00.0% | Unchanged |
| Vicus Capital | 547 | $319.0K | 0.03% | −430−44.0% | Reduced |
| R. W. Roge & Company, Inc. | 550 | $320.0K | 0.21% | 00.0% | Unchanged |
| Waverton Investment Management Ltd | 550 | $320.8K | 0.01% | +550 | New |
| Dupree Financial Group, LLC | 551 | $321.2K | 0.16% | +551 | New |
| Private Wealth Advisors | 551 | $321.2K | 0.14% | +1+0.2% | Added |
| Morling Financial Advisors, LLC | 552 | $321.8K | 0.26% | +2+0.4% | Added |
| Front Row Advisors LLC | 553 | $322.6K | 0.15% | −962−63.5% | Reduced |
| GR Financial Group, LLC | 553 | $322.6K | 0.11% | −33−5.6% | Reduced |
| Madison Wealth Partners, Inc | 554 | $322.7K | 0.13% | +554 | New |
| Prestige Wealth Management Group LLC | 554 | $322.9K | 0.07% | −55−9.0% | Reduced |
| Ruggaard & Associates LLC | 555 | $323.5K | 0.17% | −15−2.6% | Reduced |
| JPL Wealth Management, LLC | 555 | $323.7K | 0.23% | +555 | New |
| Manhattan West Asset Management, LLC | 556 | $324.1K | 0.09% | −30−5.1% | Reduced |
| Madison Park Capital Advisors, LLC | 558 | $325.1K | 0.31% | +558 | New |
| PAX Financial Group, LLC | 443 | $325.9K | 0.07% | +443 | New |
| Planning Center, Inc. | 560 | $326.4K | 0.08% | −2−0.4% | Reduced |
| Princeton Global Asset Management LLC | 561 | $326.8K | 0.08% | +4+0.7% | Added |
| Barings LLC | 561 | $327.0K | 0.01% | 00.0% | Unchanged |
| Lodestone Wealth Management LLC | 561 | $327.3K | 0.19% | +63+12.7% | Added |
| Flow Traders U.S. LLC | 565 | $329.0K | 0.01% | +565 | New |
| Luts & Greenleigh Group, Inc | 565 | $329.2K | 0.42% | +65+13.0% | Added |
| Sentinel Pension Advisors Inc | 565 | $329.4K | 0.08% | 00.0% | Unchanged |
| Acorn Wealth Advisors, LLC | 565 | $329.6K | 0.20% | 00.0% | Unchanged |
| Shoker Investment Counsel, Inc. | 566 | $329.9K | 0.13% | +139+32.6% | Added |
| BlueChip Wealth Advisors LLC | 566 | $330.1K | 0.23% | +566 | New |
| Jackson Thornton Asset Management, LLC | 567 | $330.5K | 0.06% | −15−2.6% | Reduced |
| Hardman Johnston Global Advisors LLC | 567 | $330.5K | 0.01% | +567 | New |
| Kinloch Capital, LLC | 570 | $332.3K | 0.21% | −147−20.5% | Reduced |
| Peninsula Wealth, LLC | 570 | $332.3K | 0.07% | +86+17.8% | Added |
| Kingdom Financial Group LLC. | 571 | $333.1K | 0.29% | +102+21.7% | Added |
| BetterWealth, LLC | 574 | $334.5K | 0.11% | +6+1.1% | Added |
| Hamilton Wealth, LLC | 574 | $334.6K | 0.11% | 00.0% | Unchanged |
| Verus Financial Partners, Inc. | 523 | $334.6K | 0.04% | −5−0.9% | Reduced |
| Wharton Business Group, LLC | 575 | $335.0K | 0.02% | 00.0% | Unchanged |
| Ashford Capital Management Inc | 576 | $335.8K | 0.04% | −50−8.0% | Reduced |
| Karpas Strategies, LLC | 577 | $336.1K | 0.11% | +577 | New |
| Cherrydale Wealth Management, LLC | 577 | $336.2K | 0.18% | +26+4.7% | Added |
| Somerset Trust Co | 577 | $336.3K | 0.15% | −25−4.2% | Reduced |