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 |
|---|---|---|---|---|---|
| Philip James Wealth Mangement, LLC | 667 | $388.8K | 0.30% | +667 | New |
| Up Strategic Wealth Investment Advisors LLC | 669 | $390.2K | 0.71% | +669 | New |
| Luken Investment Analytics, LLC | 670 | $390.6K | 0.21% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 670 | $390.6K | 0.29% | +670 | New |
| TL Private Wealth | 670 | $390.8K | 0.20% | 00.0% | Unchanged |
| Cannell Peter B & Co Inc | 672 | $391.7K | 0.01% | +267+65.9% | Added |
| Sterling Investment Advisors, Ltd. | 674 | $392.9K | 0.12% | +7+1.0% | Added |
| Walled Lake Planning & Wealth Management, LLC | 675 | $393.5K | 0.18% | +85+14.4% | Added |
| Peterson Wealth Advisors, LLC | 676 | $394.1K | 0.09% | +25+3.8% | Added |
| Lakeside Advisors, INC. | 677 | $394.6K | 0.27% | −50−6.9% | Reduced |
| Pinkerton Retirement Specialists, LLC | 678 | $395.2K | 0.08% | +678 | New |
| Outlook Wealth Advisors, LLC | 679 | $395.8K | 0.14% | +152+28.8% | Added |
| North Point Portfolio Managers Corp | 679 | $395.8K | 0.07% | +154+29.3% | Added |
| Karpus Management, Inc. | 680 | $396.4K | 0.01% | 00.0% | Unchanged |
| Garner Asset Management Corp | 540 | $398.0K | 0.20% | −45−7.7% | Reduced |
| Traverso Chambers Private Wealth Management, LLC | 683 | $398.2K | 0.10% | −22−3.1% | Reduced |
| Arkfeld Wealth Strategies, L.L.C. | 637 | $398.4K | 0.26% | 00.0% | Unchanged |
| Embree Financial Group | 684 | $398.6K | 0.08% | +684 | New |
| Beese Fulmer Investment Management, Inc. | 684 | $398.7K | 0.04% | +5+0.7% | Added |
| Keystone Wealth Services, LLC | 684 | $398.7K | 0.14% | −144−17.4% | Reduced |
| New Hampshire Trust | 686 | $399.9K | 0.10% | +177+34.8% | Added |
| Nicollet Investment Management, Inc. | 687 | $400.0K | 0.16% | 00.0% | Unchanged |
| St. Louis Trust Co | 687 | $400.5K | 0.07% | 00.0% | Unchanged |
| N.E.W. Advisory Services LLC | 687 | $400.5K | 0.05% | +11+1.6% | Added |
| Lecap Asset Management Ltd | 689 | $401.6K | 0.15% | +689 | New |
| Duncker Streett & Co Inc | 690 | $402.0K | 0.08% | +1+0.1% | Added |
| FMFE Wealth Management, LLC | 691 | $402.8K | 0.40% | +691 | New |
| Headinvest, LLC | 692 | $403.4K | 0.08% | −25−3.5% | Reduced |
| Bordeaux Wealth Advisors LLC | 695 | $405.2K | 0.14% | +88+14.5% | Added |
| Knightsbridge Asset Management, LLC | 696 | $405.9K | 0.11% | −22−3.1% | Reduced |
| Pacifica Partners Inc. | 691 | $406.4K | 0.20% | +170+32.6% | Added |
| Eaton-Cambridge Inc. | 699 | $407.5K | 0.25% | +699 | New |
| Hoertkorn Richard Charles | 700 | $408.0K | 0.18% | 00.0% | Unchanged |
| Compton Wealth Advisory Group, LLC | 700 | $408.0K | 0.13% | 00.0% | Unchanged |
| Pensionmark Financial Group, LLC | 702 | $409.4K | 0.05% | +118+20.2% | Added |
| Advantage Trust Co | 704 | $410.4K | 0.32% | +704 | New |
| Twin Peaks Wealth Advisors, LLC | 704 | $410.4K | 0.26% | +704 | New |
| Source Financial Advisors LLC | 705 | $411.0K | 0.13% | −4−0.6% | Reduced |
| Rebalance, LLC | 708 | $412.7K | 0.04% | −5−0.7% | Reduced |
| Bank of New Hampshire | 709 | $413.3K | 0.12% | −528−42.7% | Reduced |
| Aspiriant, LLC | 709 | $413.8K | 0.02% | +69+10.8% | Added |
| First National Bank | 710 | $413.9K | 0.33% | −30−4.1% | Reduced |
| Carmel Capital Partners, LLC | 710 | $414.0K | 0.21% | −245−25.7% | Reduced |
| Auxier Asset Management | 711 | $414.5K | 0.07% | −25−3.4% | Reduced |
| Fort, L.P. | 712 | $415.0K | 1.03% | −170−19.3% | Reduced |
| KilterHowling LLC | 622 | $415.6K | 0.31% | 00.0% | Unchanged |
| MQS Management LLC | 713 | $415.6K | 0.23% | +713 | New |
| Future Fund LLC | 714 | $416.2K | 1.15% | +90+14.4% | Added |
| Silver Oak Advisory Group, Inc. | 715 | $417.0K | 0.24% | −42−5.5% | Reduced |
| First Commonwealth Financial Corp | 717 | $418.0K | 0.13% | −171−19.3% | Reduced |
| Acropolis Investment Management, LLC | 717 | $418.0K | 0.03% | 00.0% | Unchanged |
| Aletheian Wealth Advisors LLC | 720 | $419.7K | 0.28% | −26−3.5% | Reduced |
| Kesler, Norman & Wride, LLC | 722 | $420.9K | 0.10% | +722 | New |
| Trust Co of Oklahoma | 723 | $421.5K | 0.16% | −84−10.4% | Reduced |
| Versant Capital Management, Inc | 723 | $421.5K | 0.13% | −15−2.0% | Reduced |
| GSB Wealth Management, LLC | 724 | $421.7K | 0.13% | −76−9.5% | Reduced |
| DT Investment Partners, LLC | 654 | $421.8K | 0.05% | +32+5.1% | Added |
| Key Financial Inc | 724 | $422.0K | 0.12% | 00.0% | Unchanged |
| Resolute Wealth Strategies, LLC | 724 | $422.1K | 0.29% | +47+6.9% | Added |
| Dudley Capital Management, LLC | 730 | $425.5K | 0.27% | 00.0% | Unchanged |
| IFG Advisors, LLC | 730 | $425.5K | 0.12% | +76+11.6% | Added |
| Howard Capital Management Group, LLC | 731 | $426.1K | 0.04% | −50−6.4% | Reduced |
| Verity Asset Management, Inc. | 733 | $427.1K | 0.27% | −19−2.5% | Reduced |
| Octavia Wealth Advisors, LLC | 734 | $427.9K | 0.08% | +223+43.6% | Added |
| Vantage Financial Partners Ltd., Inc. | 735 | $428.4K | 0.13% | −275−27.2% | Reduced |
| Cascade Investment Group, Inc. | 737 | $429.6K | 0.35% | +50+7.3% | Added |
| ZRC Wealth Management, LLC | 800 | $429.7K | 0.26% | +800 | New |
| Fiducient Advisors LLC | 738 | $430.2K | 0.08% | +738 | New |
| Opal Wealth Advisors, LLC | 738 | $430.3K | 0.17% | +32+4.5% | Added |
| Allred Capital Management, LLC | 739 | $430.8K | 0.19% | +739 | New |
| Verum Partners LLC | 740 | $431.2K | 0.17% | −15−2.0% | Reduced |
| Alpine Woods Capital Investors, LLC | 740 | $431.4K | 0.06% | 00.0% | Unchanged |
| Legacy Edge Advisors, LLC | 742 | $432.5K | 0.10% | +742 | New |
| Hart & Patterson Financial Group LLC | 743 | $433.1K | 0.22% | +743 | New |
| Kaye Capital Management | 688 | $433.5K | 0.19% | +1+0.1% | Added |
| Ssi Investment Management LLC | 744 | $433.7K | 0.03% | −2−0.3% | Reduced |
| Palisade Capital Management LLC | 745 | $434.3K | 0.01% | 00.0% | Unchanged |
| Elevatus Welath Management | 745 | $434.5K | 0.20% | +54+7.8% | Added |
| Montag & Caldwell, LLC | 746 | $434.9K | 0.08% | 00.0% | Unchanged |
| Gateway Advisory, LLC | 748 | $436.2K | 0.08% | +748 | New |
| Delta Asset Management LLC | 749 | $436.6K | 0.04% | +4+0.5% | Added |
| Kure Advisory, LLC | 749 | $436.6K | 0.23% | −13−1.7% | Reduced |
| Horan Capital Advisors, LLC. | 750 | $437.2K | 0.16% | +44+6.2% | Added |
| Edentree Asset Management Ltd | 750 | $437.4K | 0.14% | 00.0% | Unchanged |
| TSFG, LLC | 752 | $438.0K | 0.14% | −7−0.9% | Reduced |
| Benin Management CORP | 754 | $439.5K | 0.15% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 754 | $440.0K | 0.00% | +18+2.4% | Added |
| Obermeyer Wood Investment Counsel, LLLP | 755 | $440.1K | 0.03% | +23+3.1% | Added |
| NSI Retail Advisors, LLC | 757 | $441.0K | 0.07% | 00.0% | Unchanged |
| Willner & Heller, LLC | 757 | $441.0K | 0.49% | +757 | New |
| Engrave Wealth Partners LLC | 757 | $441.3K | 0.13% | +273+56.4% | Added |
| Coastal Bridge Advisors, LLC | 758 | $441.9K | 0.11% | +9+1.2% | Added |
| Annapolis Financial Services, LLC | 759 | $442.4K | 0.11% | +225+42.1% | Added |
| Armstrong, Fleming & Moore, Inc | 760 | $443.3K | 0.33% | 00.0% | Unchanged |
| Middleton & Co Inc | 761 | $443.6K | 0.06% | 00.0% | Unchanged |
| HTLF Bank | 761 | $443.6K | 0.05% | +761 | New |
| SOA Wealth Advisors, LLC. | 761 | $443.9K | 0.10% | +35+4.8% | Added |
| Gateway Wealth Partners, LLC | 764 | $445.3K | 0.18% | +177+30.2% | Added |
| Insight Advisors, LLC | 764 | $445.3K | 0.09% | +15+2.0% | Added |
| Crescent Sterling, Ltd. | 764 | $445.4K | 0.44% | +6+0.8% | Added |