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 $942.8B 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 | 4,644 | $942.8B |
| 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 |
|---|---|---|---|---|---|
| Demars Financial Group, LLC | 578 | $337.0K | 0.18% | 00.0% | Unchanged |
| Rooted Wealth Advisors, Inc. | 479 | $338.0K | 0.18% | +18+3.9% | Added |
| Joule Financial, LLC | 581 | $338.7K | 0.16% | −240−29.2% | Reduced |
| Richelieu Gestion PLC | 582 | $339.0K | 0.30% | +332+132.8% | Added |
| Private Management Group Inc | 582 | $339.3K | 0.01% | 00.0% | Unchanged |
| Alaethes Wealth LLC | 583 | $339.8K | 0.16% | −323−35.7% | Reduced |
| Granite Harbor Advisors, Inc. | 585 | $341.0K | 0.26% | +40+7.3% | Added |
| Breed's Hill Capital LLC | 586 | $341.6K | 0.33% | +586 | New |
| Beirne Wealth Consulting Services, LLC | 586 | $342.1K | 0.17% | +586 | New |
| jvl associates llc | 588 | $342.8K | 0.15% | +180+44.1% | Added |
| Paladin Advisory Group, LLC | 590 | $343.9K | 0.28% | 00.0% | Unchanged |
| Smith Anglin Financial, LLC | 590 | $344.2K | 0.04% | 00.0% | Unchanged |
| Barnes Pettey Financial Advisors, LLC | 591 | $344.5K | 0.28% | −98−14.2% | Reduced |
| Resurgent Financial Advisors LLC | 591 | $344.5K | 0.21% | +5+0.9% | Added |
| Bank of Stockton | 550 | $345.7K | 0.11% | 00.0% | Unchanged |
| Franklin, Parlapiano, Turner & Welch, LLC | 594 | $346.3K | 0.10% | 00.0% | Unchanged |
| Compton Financial Group, LLC | 594 | $346.3K | 0.12% | 00.0% | Unchanged |
| Red Wave Investments LLC | 597 | $348.0K | 0.14% | −24−3.9% | Reduced |
| Altus Wealth Group LLC | 597 | $348.0K | 0.19% | +4+0.7% | Added |
| Camarda Financial Advisors, LLC | 599 | $349.2K | 0.15% | 00.0% | Unchanged |
| Guardian Financial Partners, LLC | 599 | $349.2K | 0.29% | +99+19.8% | Added |
| Shay Capital LLC | 600 | $349.8K | 0.14% | −420−41.2% | Reduced |
| Websterrogers Financial Advisors, LLC | 600 | $349.8K | 0.15% | 00.0% | Unchanged |
| Central Asset Investments & Management Holdings (HK) Ltd | 600 | $349.8K | 0.37% | +600 | New |
| Sassicaia Capital Advisers LLC | 600 | $349.8K | 3.02% | +600 | New |
| Midwest Heritage Bank, FSB | 601 | $350.3K | 0.24% | −100−14.3% | Reduced |
| J.Safra Asset Management Corp | 601 | $350.3K | 0.05% | −80−11.7% | Reduced |
| VisionPoint Advisory Group, LLC | 601 | $350.3K | 0.13% | −1−0.2% | Reduced |
| Coulter & Justus Financial Services, LLC | 601 | $350.4K | 0.24% | 00.0% | Unchanged |
| IPG Investment Advisors LLC | 602 | $350.9K | 0.07% | +602 | New |
| Aldebaran Financial Inc. | 603 | $351.5K | 0.54% | 00.0% | Unchanged |
| Capital Investment Counsel, Inc | 603 | $351.5K | 0.06% | +103+20.6% | Added |
| Driehaus Capital Management LLC | 604 | $352.1K | 0.00% | 00.0% | Unchanged |
| Mach-1 Financial Group, Inc. | 605 | $352.7K | 0.13% | −5,414−89.9% | Reduced |
| Weaver Consulting Group | 606 | $353.3K | 0.14% | +10+1.7% | Added |
| Sage Investment Advisers LLC | 606 | $353.4K | 0.43% | −13−2.1% | Reduced |
| Meridian Wealth Partners, LLC | 607 | $353.7K | 0.07% | +32+5.6% | Added |
| Mayport, LLC | 609 | $355.0K | 0.16% | 00.0% | Unchanged |
| Northeast Financial Group, Inc. | 611 | $356.3K | 0.17% | −16−2.6% | Reduced |
| Sovereign Financial Group, Inc. | 612 | $356.8K | 0.11% | +140+29.7% | Added |
| Marks Group Wealth Management, Inc | 612 | $356.8K | 0.04% | +137+28.8% | Added |
| Altiora Financial Group, LLC | 613 | $357.3K | 0.10% | +159+35.0% | Added |
| J. Stern & Co. LLP | 554 | $357.7K | 0.07% | +554 | New |
| Investment Advisory Group, LLC | 614 | $358.1K | 0.16% | −11−1.8% | Reduced |
| Lansing Street Advisors | 615 | $358.4K | 0.19% | +615 | New |
| BancFirst Trust & Investment Management | 618 | $359.0K | 0.16% | 00.0% | Unchanged |
| Onyx Bridge Wealth Group LLC | 616 | $359.0K | 0.07% | +76+14.1% | Added |
| Austin Private Wealth, LLC | 617 | $359.7K | 0.05% | +71+13.0% | Added |
| Tillman Hartley LLC | 618 | $360.2K | 0.13% | 00.0% | Unchanged |
| Equita Financial Network, Inc. | 621 | $362.0K | 0.19% | 00.0% | Unchanged |
| Clear Harbor Asset Management, LLC | 622 | $362.6K | 0.03% | +622 | New |
| Strait & Sound Wealth Management LLC | 577 | $362.7K | 0.23% | +61+11.8% | Added |
| PFG Private Wealth Management, LLC | 623 | $363.2K | 0.24% | +286+84.9% | Added |
| Gould Asset Management LLC | 624 | $363.7K | 0.09% | 00.0% | Unchanged |
| Ergawealth Advisors, Inc. | 625 | $364.3K | 0.22% | −2−0.3% | Reduced |
| Clarity Financial LLC | 625 | $364.4K | 0.06% | −71−10.2% | Reduced |
| Farmers & Merchants Trust Co of Chambersburg PA | 627 | $365.0K | 0.19% | +15+2.5% | Added |
| Roberts Glore & Co Inc | 627 | $365.5K | 0.11% | +30+5.0% | Added |
| Hardy Reed LLC | 627 | $365.5K | 0.05% | +227+56.8% | Added |
| Sunpointe, LLC | 628 | $366.1K | 0.46% | +628 | New |
| Global Wealth Strategies & Associates | 628 | $366.1K | 0.15% | −15−2.3% | Reduced |
| Taylor Hoffman Wealth Management | 629 | $366.7K | 0.17% | 00.0% | Unchanged |
| Howe & Rusling Inc | 631 | $367.8K | 0.04% | −71−10.1% | Reduced |
| Walkner Condon Financial Advisors LLC | 632 | $368.4K | 0.08% | +11+1.8% | Added |
| Legacy Financial Strategies, LLC | 633 | $369.0K | 0.11% | 00.0% | Unchanged |
| Twin Focus Capital Partners, LLC | 634 | $369.6K | 0.08% | −80−11.2% | Reduced |
| AA Financial Advisors, LLC | 634 | $369.6K | 0.25% | +634 | New |
| Reston Wealth Management LLC | 634 | $369.7K | 0.17% | +21+3.4% | Added |
| Goldstein Advisors, LLC | 635 | $370.2K | 0.06% | +72+12.8% | Added |
| Arvest Trust Co N A | 635 | $370.2K | 0.02% | +207+48.4% | Added |
| Emerald Advisors, LLC | 635 | $370.2K | 0.07% | 00.0% | Unchanged |
| Voisard Asset Management Group, Inc. | 635 | $370.2K | 0.22% | +635 | New |
| Kessler Investment Group, LLC | 636 | $370.7K | 0.23% | 00.0% | Unchanged |
| Index Fund Advisors, Inc. | 636 | $370.9K | 0.02% | −82−11.4% | Reduced |
| Murphy Pohlad Asset Management LLC | 638 | $371.9K | 0.15% | +52+8.9% | Added |
| Security National Bank of So Dak | 638 | $371.9K | 0.25% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 639 | $372.2K | 0.09% | +51+8.7% | Added |
| Powell Investment Advisors, LLC | 639 | $372.5K | 0.21% | +20+3.2% | Added |
| Rosenberg Matthew Hamilton | 639 | $372.6K | 0.11% | +11+1.8% | Added |
| McGlone Suttner Wealth Management, Inc. | 640 | $372.8K | 0.07% | −7−1.1% | Reduced |
| Strategic Investment Solutions, Inc. | 640 | $372.9K | 0.06% | −39,521−98.4% | Reduced |
| HFG Advisors, Inc. | 641 | $373.7K | 0.36% | −33−4.9% | Reduced |
| Lockerman Financial Group, Inc. | 641 | $373.8K | 0.86% | −10−1.5% | Reduced |
| Falcon Wealth Planning | 642 | $374.2K | 0.07% | +642 | New |
| Center For Asset Management LLC | 645 | $376.1K | 0.34% | −17−2.6% | Reduced |
| Doheny Asset Management | 647 | $377.0K | 0.37% | −353−35.3% | Reduced |
| Canvas Wealth Advisors, LLC | 587 | $377.4K | 0.14% | −9−1.5% | Reduced |
| STAR Financial Bank | 649 | $378.3K | 0.34% | +175+36.9% | Added |
| Cookson Peirce & Co Inc | 650 | $379.0K | 0.02% | −242−27.1% | Reduced |
| Triune Financial Partners, LLC | 651 | $379.6K | 0.14% | −237−26.7% | Reduced |
| HBW Advisory Services LLC | 652 | $380.0K | 0.07% | −183−21.9% | Reduced |
| Addison Advisors LLC | 653 | $380.6K | 0.15% | 00.0% | Unchanged |
| YHB Investment Advisors, Inc. | 653 | $380.6K | 0.04% | +44+7.2% | Added |
| Griffin Asset Management, Inc. | 654 | $381.2K | 0.05% | +105+19.1% | Added |
| Safeguard Investment Advisory Group, LLC | 656 | $382.4K | 0.14% | −8−1.2% | Reduced |
| Pring Turner Capital Group Inc | 658 | $383.6K | 0.29% | −70−9.6% | Reduced |
| Echo45 Advisors LLC | 658 | $383.6K | 0.30% | +24+3.8% | Added |
| Arcadia Investment Management Corp | 659 | $384.1K | 0.07% | 00.0% | Unchanged |
| Consilio Wealth Advisors, LLC | 664 | $387.1K | 0.20% | +144+27.7% | Added |
| C M Bidwell & Associates Ltd | 665 | $387.6K | 0.29% | −122−15.5% | Reduced |