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 |
|---|---|---|---|---|---|
| Walker Asset Management, LLC | 764 | $445.4K | 0.32% | +764 | New |
| True Link Financial Advisors, LLC | 767 | $447.1K | 0.05% | −1,055−57.9% | Reduced |
| Wedge Capital Management L L P | 767 | $447.1K | 0.01% | −26−3.3% | Reduced |
| Anchor Capital Advisors LLC | 767 | $447.1K | 0.01% | 00.0% | Unchanged |
| Knuff & Co LLC | 767 | $447.1K | 0.16% | +50+7.0% | Added |
| Cidel Asset Management Inc | 767 | $447.1K | 0.02% | +767 | New |
| Apollon Financial, LLC | 769 | $448.3K | 0.18% | +769 | New |
| Lodestar Private Asset Management LLC | 769 | $448.4K | 0.07% | −42−5.2% | Reduced |
| TriaGen Wealth Management LLC | 772 | $450.0K | 0.21% | −1,262−62.0% | Reduced |
| NBW Capital LLC | 773 | $450.3K | 0.10% | −46−5.6% | Reduced |
| Petix & Botte Co | 776 | $452.3K | 0.13% | 00.0% | Unchanged |
| Cowa, LLC | 778 | $453.5K | 0.28% | −16−2.0% | Reduced |
| Balanced Wealth Group LLC | 778 | $453.5K | 0.24% | +778 | New |
| AlphaCore Capital LLC | 779 | $454.1K | 0.07% | +102+15.1% | Added |
| Community Bank & Trust, Waco, Texas | 780 | $455.0K | 0.12% | +780 | New |
| Pasadena Private Wealth, LLC | 781 | $455.3K | 0.11% | 00.0% | Unchanged |
| Milestone Asset Management, LLC | 782 | $455.8K | 0.15% | +23+3.0% | Added |
| Rollins Financial Advisors, LLC | 782 | $456.0K | 0.10% | +782 | New |
| Barrett & Company, Inc. | 784 | $456.8K | 0.25% | −338−30.1% | Reduced |
| Eudaimonia Partners, LLC | 784 | $457.0K | 0.12% | −1,154−59.5% | Reduced |
| Baltimore-Washington Financial Advisors, Inc. | 785 | $457.6K | 0.03% | −95−10.8% | Reduced |
| McCarthy Asset Management, Inc. | 792 | $461.5K | 0.30% | 00.0% | Unchanged |
| Canopy Partners, LLC | 792 | $461.7K | 0.28% | +792 | New |
| Greenwood Gearhart Inc | 794 | $462.8K | 0.05% | −108−12.0% | Reduced |
| Edmonds Duncan Registered Investment Advisors, LLC | 794 | $462.8K | 0.12% | +45+6.0% | Added |
| Trueblood Wealth Management, LLC | 795 | $463.4K | 0.29% | +795 | New |
| Tandem Wealth Advisors LLC | 796 | $464.0K | 0.27% | −38−4.6% | Reduced |
| Emerald Advisers, LLC | 797 | $464.6K | 0.02% | +797 | New |
| Jackson Creek Investment Advisors LLC | 800 | $466.0K | 0.18% | −26−3.1% | Reduced |
| Diamant Asset Management, Inc. | 800 | $466.3K | 0.35% | 00.0% | Unchanged |
| Hobart Private Capital, LLC | 800 | $466.3K | 0.15% | 00.0% | Unchanged |
| Sculati Wealth Management, LLC | 800 | $466.3K | 0.22% | 00.0% | Unchanged |
| Lynx Capital Group Ltd | 800 | $466.3K | 0.35% | +800 | New |
| MSA Advisors, LLC | 800 | $466.3K | 0.16% | +800 | New |
| Tactive Advisors, LLC | 802 | $467.5K | 0.30% | −433−35.1% | Reduced |
| Twelve Points Wealth Management LLC | 802 | $467.5K | 0.22% | +2+0.3% | Added |
| Commonwealth Financial Services, LLC | 803 | $467.8K | 0.11% | +6+0.8% | Added |
| Hemington Wealth Management | 802 | $468.0K | 0.18% | −32−3.8% | Reduced |
| Orrstown Financial Services Inc | 803 | $468.1K | 0.37% | +803 | New |
| Hillsdale Investment Management Inc. | 804 | $468.7K | 0.04% | +80+11.0% | Added |
| PrairieView Partners, LLC | 804 | $469.0K | 0.06% | 00.0% | Unchanged |
| Terril Brothers, Inc. | 808 | $471.0K | 0.17% | +429+113.2% | Added |
| Cutler Group LP | 809 | $471.0K | 0.07% | −362−30.9% | Reduced |
| BluePath Capital Management, LLC | 748 | $471.2K | 0.41% | +33+4.6% | Added |
| Benchmark Financial Wealth Advisors, LLC | 819 | $477.2K | 0.21% | +11+1.4% | Added |
| ABLE Financial Group, LLC | 820 | $478.0K | 0.21% | +123+17.6% | Added |
| Piscataqua Savings Bank | 823 | $479.7K | 0.45% | −16−1.9% | Reduced |
| Patton Albertson Miller Group, LLC | 823 | $479.7K | 0.08% | +200+32.1% | Added |
| Trust Co of the South | 825 | $480.3K | 0.13% | +825 | New |
| Signal Advisors Wealth, LLC | 825 | $480.8K | 0.17% | +825 | New |
| Focused Wealth Management, Inc | 825 | $480.9K | 0.08% | +275+50.0% | Added |
| Independent Solutions Wealth Management, LLC | 825 | $480.9K | 0.12% | +435+111.5% | Added |
| Nexus Investment Management ULC | 826 | $481.5K | 0.05% | 00.0% | Unchanged |
| Main Line Retirement Advisors, LLC | 826 | $481.5K | 0.42% | +826 | New |
| O'Rourke & Company, Inc | 827 | $482.0K | 0.31% | +340+69.8% | Added |
| Arcus Capital Partners, LLC | 827 | $482.1K | 0.17% | +827 | New |
| Firethorn Wealth Partners, LLC | 828 | $482.7K | 0.32% | +200+31.8% | Added |
| Diametric Capital, LP | 833 | $485.6K | 0.30% | −494−37.2% | Reduced |
| Charles Schwab Trust Co | 833 | $485.6K | 0.05% | −431−34.1% | Reduced |
| Vista Wealth Management Group, LLC | 834 | $486.2K | 0.04% | +24+3.0% | Added |
| Greenfield Savings Bank | 835 | $486.7K | 0.28% | −10−1.2% | Reduced |
| LVZ Advisors, Inc. | 835 | $486.7K | 0.07% | +288+52.7% | Added |
| Dunhill Financial, LLC | 836 | $487.3K | 0.44% | +836 | New |
| Mascoma Wealth Management LLC | 836 | $487.6K | 0.15% | −33−3.8% | Reduced |
| SS&H Financial Advisors, Inc. | 837 | $488.0K | 0.21% | 00.0% | Unchanged |
| W.H. Cornerstone Investments Inc. | 839 | $489.0K | 0.39% | +2+0.2% | Added |
| Lakewood Asset Management LLC | 839 | $489.2K | 0.38% | 00.0% | Unchanged |
| Heritage Investors Management Corp | 842 | $491.0K | 0.02% | +66+8.5% | Added |
| Cardinal Strategic Wealth Guidance | 843 | $491.4K | 0.20% | 00.0% | Unchanged |
| Cardiff Park Advisors, LLC | 843 | $491.4K | 0.05% | 00.0% | Unchanged |
| Portland Global Advisors LLC | 844 | $492.0K | 0.07% | 00.0% | Unchanged |
| Alliance Wealth Advisors, LLC | 846 | $493.1K | 0.33% | −25−2.9% | Reduced |
| Morris Retirement Advisors, LLC | 848 | $494.6K | 0.33% | +848 | New |
| Nikulski Financial, Inc. | 856 | $499.0K | 0.18% | 00.0% | Unchanged |
| Ridgecrest Wealth Partners, LLC | 856 | $499.0K | 0.33% | +10+1.2% | Added |
| Tranquility Partners, LLC | 856 | $499.0K | 0.21% | +42+5.2% | Added |
| Sterling Financial Planning, Inc. | 857 | $499.6K | 0.22% | +20+2.4% | Added |
| Sunburst Financial Group, LLC | 863 | $502.9K | 0.16% | +29+3.5% | Added |
| BayBridge Capital Group, LLC | 785 | $504.4K | 0.47% | +785 | New |
| IMZ Advisory Inc | 646 | $505.5K | 0.27% | +646 | New |
| Berkeley Capital Partners, LLC | 869 | $506.6K | 0.17% | +247+39.7% | Added |
| Dean Investment Associates, LLC | 870 | $507.1K | 0.07% | 00.0% | Unchanged |
| Stamos Capital Partners, L.P. | 870 | $507.1K | 0.14% | +870 | New |
| Christopher J. Hasenberg, Inc | 870 | $507.1K | 0.28% | +870 | New |
| Florida Financial Advisors, LLC | 870 | $507.2K | 0.47% | +870 | New |
| Fermata Advisors, LLC | 871 | $507.5K | 0.12% | +12+1.4% | Added |
| Baron Silver Stevens Financial Advisors, LLC | 875 | $509.8K | 0.11% | −137−13.5% | Reduced |
| Main Street Financial Solutions, LLC | 876 | $510.5K | 0.07% | +21+2.5% | Added |
| Yeomans Consulting Group, Inc. | 876 | $510.6K | 0.25% | +876 | New |
| C2C Wealth Management, LLC | 880 | $511.1K | 0.43% | −10,301−92.1% | Reduced |
| Greenhouse Wealth Management, LLC | 884 | $515.1K | 0.42% | −9−1.0% | Reduced |
| Coho Partners, Ltd. | 884 | $515.3K | 0.01% | +884 | New |
| Accel Wealth Management | 884 | $515.4K | 0.26% | +60+7.3% | Added |
| O'Dell Group, LLC | 884 | $515.5K | 0.13% | +17+2.0% | Added |
| Custom Index Systems, LLC | 886 | $516.5K | 0.33% | +886 | New |
| Annis Gardner Whiting Capital Advisors, LLC | 887 | $517.1K | 0.23% | −44−4.7% | Reduced |
| Capital City Trust Co | 888 | $517.6K | 0.15% | +21+2.4% | Added |
| Seelaus Asset Management LLC | 891 | $519.4K | 0.50% | +245+37.9% | Added |
| Atwater Malick LLC | 892 | $520.0K | 0.20% | 00.0% | Unchanged |
| Retirement Income Solutions, Inc | 893 | $520.5K | 0.13% | −171−16.1% | Reduced |