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 |
|---|---|---|---|---|---|
| Great Waters Wealth Management | 843 | $520.7K | 0.09% | 00.0% | Unchanged |
| Guardian Capital LP | 894 | $521.1K | 0.02% | +894 | New |
| Garrett Wealth Advisory Group, LLC | 894 | $521.1K | 0.22% | +894 | New |
| Heritage Wealth Advisors | 895 | $521.7K | 0.03% | −587−39.6% | Reduced |
| Northwest Wealth Management, LLC | 895 | $521.7K | 0.16% | +211+30.8% | Added |
| BIP Wealth, LLC | 896 | $522.4K | 0.04% | +280+45.5% | Added |
| Kavar Capital Partners Group, LLC | 898 | $523.5K | 0.06% | −53−5.6% | Reduced |
| Gradient Investments LLC | 898 | $523.5K | 0.01% | +225+33.4% | Added |
| Wealth Advisors of Iowa, LLC | 898 | $523.7K | 0.35% | +18+2.0% | Added |
| S. R. Schill & Associates | 899 | $524.0K | 0.23% | 00.0% | Unchanged |
| Wedgewood Investors Inc | 899 | $524.0K | 0.65% | +50+5.9% | Added |
| Graybill Bartz & Assoc Ltd | 900 | $524.6K | 0.23% | −100−10.0% | Reduced |
| One + One Wealth Management, LLC | 900 | $524.6K | 0.32% | 00.0% | Unchanged |
| TFB Advisors LLC | 900 | $524.6K | 0.27% | +900 | New |
| Hilltop Partners LLC | 904 | $526.7K | 0.21% | +418+86.0% | Added |
| David J Yvars Group | 906 | $528.1K | 0.42% | +105+13.1% | Added |
| Acorn Creek Capital LLC | 912 | $531.8K | 0.24% | +912 | New |
| Monticello Wealth Management, LLC | 914 | $532.8K | 0.05% | −114−11.1% | Reduced |
| Abel Hall, LLC | 915 | $533.1K | 0.46% | +915 | New |
| Missouri Trust & Investment Co | 915 | $533.4K | 0.22% | 00.0% | Unchanged |
| LRT Capital Management, LLC | 915 | $533.4K | 0.50% | +915 | New |
| Leisure Capital Management | 915 | $533.5K | 0.29% | 00.0% | Unchanged |
| WT Wealth Management | 916 | $534.0K | 0.21% | 00.0% | Unchanged |
| Marion Wealth Management | 918 | $535.1K | 0.17% | +918 | New |
| JSF Financial, LLC | 922 | $537.7K | 0.19% | −83−8.3% | Reduced |
| Ewa, LLC | 807 | $538.7K | 0.26% | +1+0.1% | Added |
| Tevis Investment Management | 924 | $538.7K | 0.50% | −221−19.3% | Reduced |
| Northstar Asset Management LLC | 925 | $539.2K | 0.14% | 00.0% | Unchanged |
| State of Wyoming | 929 | $541.5K | 0.10% | +306+49.1% | Added |
| Kowal Investment Group, LLC | 931 | $542.7K | 0.13% | +44+5.0% | Added |
| Total Clarity Wealth Management, Inc. | 931 | $543.0K | 0.22% | −110−10.6% | Reduced |
| Private Client Services, LLC | 932 | $543.1K | 0.45% | +932 | New |
| BlackDiamond Wealth Management Inc. | 769 | $543.2K | 0.40% | +37+5.1% | Added |
| GW Henssler & Associates Ltd | 934 | $544.3K | 0.04% | +215+29.9% | Added |
| Avaii Wealth Management, LLC | 937 | $546.4K | 0.36% | +8+0.9% | Added |
| Noesis Capital Mangement Corp | 939 | $547.4K | 0.13% | −10−1.1% | Reduced |
| Centurion Wealth Management LLC | 941 | $548.5K | 0.23% | 00.0% | Unchanged |
| O'Brien Greene & Co. Inc | 943 | $549.7K | 0.19% | +35+3.9% | Added |
| Foster & Motley Inc | 945 | $551.0K | 0.04% | −63−6.3% | Reduced |
| Inscription Capital, LLC | 947 | $552.0K | 0.15% | +93+10.9% | Added |
| Cynosure Management, LLC | 952 | $555.1K | 0.10% | +64+7.2% | Added |
| Plotkin Financial Advisors, LLC | 954 | $556.1K | 0.42% | 00.0% | Unchanged |
| Aberdeen Wealth Management LLC | 955 | $556.7K | 0.40% | 00.0% | Unchanged |
| Concorde Asset Management, LLC | 956 | $557.5K | 0.38% | −92−8.8% | Reduced |
| Nabity-Jensen Investment Management Inc | 957 | $557.9K | 0.50% | +957 | New |
| One Wealth Management Investment & Advisory Services, LLC | 959 | $559.0K | 0.25% | +959 | New |
| Diversified, LLC | 961 | $560.1K | 0.12% | +71+8.0% | Added |
| Signature Wealth Management Group | 962 | $560.8K | 0.26% | +962 | New |
| Warren Street Wealth Advisors, LLC | 964 | $561.9K | 0.32% | +129+15.4% | Added |
| JB Capital LLC | 966 | $562.9K | 0.04% | +31+3.3% | Added |
| PFW Advisors LLC | 966 | $563.1K | 0.18% | +60+6.6% | Added |
| Carson Advisory Inc. | 966 | $563.2K | 0.44% | −90−8.5% | Reduced |
| CFO4Life Group, LLC | 970 | $565.4K | 0.11% | −254−20.8% | Reduced |
| Beacon Financial Strategies CORP | 973 | $567.4K | 0.44% | −9−0.9% | Reduced |
| Pathway Financial Advisers, LLC | 975 | $568.1K | 0.22% | +99+11.3% | Added |
| CNB Bank | 976 | $568.9K | 0.31% | +681+230.8% | Added |
| First Financial Bankshares Inc | 977 | $569.5K | 0.01% | +977 | New |
| Wilkins Investment Counsel Inc | 978 | $570.1K | 0.14% | −22−2.2% | Reduced |
| Kraematon Investment Advisors, Inc | 979 | $570.9K | 0.63% | +979 | New |
| Tarbox Family Office, Inc. | 980 | $571.4K | 0.11% | +12+1.2% | Added |
| Strategic Wealth Designers | 982 | $572.6K | 0.09% | −1,927−66.2% | Reduced |
| Treynor Bancshares, Inc. | 984 | $573.6K | 0.33% | 00.0% | Unchanged |
| Beacon Financial Group | 987 | $575.1K | 0.07% | +12+1.2% | Added |
| Garrett Investment Advisors LLC | 987 | $575.3K | 0.08% | −310−23.9% | Reduced |
| Granite Group Advisors, LLC | 787 | $577.9K | 0.41% | +787 | New |
| American Trust Investment Advisors, LLC | 993 | $578.8K | 0.30% | −155−13.5% | Reduced |
| Avalon Trust Co | 995 | $580.0K | 0.05% | +267+36.7% | Added |
| Cora Capital Advisors LLC | 996 | $580.3K | 0.34% | −2−0.2% | Reduced |
| Zuckerman Investment Group, LLC | 996 | $580.6K | 0.07% | +106+11.9% | Added |
| Cassia Capital Partners, LLC | 996 | $580.6K | 0.48% | +45+4.7% | Added |
| Cacti Asset Management LLC | 1,000 | $581.5K | 0.05% | 00.0% | Unchanged |
| Perennial Investment Advisors, LLC | 998 | $582.3K | 0.10% | +65+7.0% | Added |
| CoreFirst Bank & Trust | 1,000 | $582.9K | 0.39% | −200−16.7% | Reduced |
| Montgomery Investment Management Inc | 1,000 | $582.9K | 0.18% | 00.0% | Unchanged |
| Glaxis Capital Management, LLC | 1,000 | $582.9K | 2.08% | +1,000 | New |
| Artal Group S.A. | 1,000 | $583.0K | 0.02% | +1,000 | New |
| Family Firm, Inc. | 1,001 | $583.3K | 0.15% | +2+0.2% | Added |
| Plato Investment Management Ltd | 1,001 | $583.5K | 0.72% | +1,001 | New |
| Avion Wealth | 1,001 | $584.0K | 0.16% | −53−5.0% | Reduced |
| Paragon Private Wealth Management, LLC | 1,002 | $584.1K | 0.41% | +19+1.9% | Added |
| StoneCrest Wealth Management, Inc. | 1,002 | $584.1K | 0.56% | +1,002 | New |
| Sittner & Nelson, LLC | 1,003 | $584.6K | 0.31% | 00.0% | Unchanged |
| Covenant Partners, LLC | 1,003 | $584.7K | 0.18% | 00.0% | Unchanged |
| Janney Capital Management LLC | 1,003 | $585.0K | 0.04% | −129−11.4% | Reduced |
| BHK Investment Advisors, LLC | 1,005 | $585.8K | 0.34% | −549−35.3% | Reduced |
| Register Financial Advisors LLC | 1,006 | $586.2K | 0.39% | +515+104.9% | Added |
| PCA Investment Advisory Services Inc. | 1,006 | $586.4K | 0.39% | +69+7.4% | Added |
| Private Ocean, LLC | 1,009 | $588.2K | 0.06% | 00.0% | Unchanged |
| Adalta Capital Management LLC | 1,010 | $588.7K | 0.36% | +365+56.6% | Added |
| Vista Capital Partners, Inc. | 1,011 | $589.3K | 0.08% | +1,011 | New |
| Virtus ETF Advisers LLC | 1,012 | $589.9K | 0.37% | +1,012 | New |
| MGB Wealth Management, LLC | 1,017 | $592.5K | 0.30% | +1,017 | New |
| Tucker Asset Management LLC | 1,018 | $593.4K | 0.15% | −152−13.0% | Reduced |
| Donald L. Hagan, LLC | 1,020 | $594.6K | 0.33% | 00.0% | Unchanged |
| Long Island Wealth Management, Inc. | 1,020 | $595.0K | 0.42% | +1,020 | New |
| Westmount Partners, LLC | 1,022 | $595.9K | 0.24% | +107+11.7% | Added |
| Gemmer Asset Management LLC | 1,024 | $596.9K | 0.07% | −316−23.6% | Reduced |
| Cheviot Value Management, LLC | 1,024 | $596.9K | 0.13% | 00.0% | Unchanged |
| Loomis Sayles & Co L P | 1,025 | $597.0K | 0.00% | −44−4.1% | Reduced |
| Running Point Capital Advisors, LLC | 1,026 | $598.1K | 0.29% | +21+2.1% | Added |