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
- 3,276
- +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
- 1,236 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 |
|---|---|---|---|---|---|
| Mesirow Financial Investment Management, Inc. | 14,572 | $6.55M | 0.24% | +14,572 | New |
| Vestmark Advisory Solutions, Inc. | 11,208 | $6.53M | 0.33% | −475−4.1% | Reduced |
| Snider Financial Group | 11,201 | $6.53M | 3.01% | −155−1.4% | Reduced |
| Private Trust Co NA | 11,169 | $6.51M | 0.76% | +834+8.1% | Added |
| Kampmann Melissa S. | 11,162 | $6.51M | 5.57% | −1,231−9.9% | Reduced |
| Shepherd Financial Partners LLC | 11,120 | $6.48M | 0.92% | −59−0.5% | Reduced |
| First Hawaiian Bank | 11,110 | $6.48M | 0.20% | +2,731+32.6% | Added |
| Petredis Investment Advisors LLC | 11,057 | $6.45M | 0.85% | −356−3.1% | Reduced |
| Kingfisher Capital LLC | 11,055 | $6.44M | 1.68% | +2,440+28.3% | Added |
| BOCHK Asset Management Ltd | 11,050 | $6.44M | 3.96% | +11,050 | New |
| Union Heritage Capital, LLC | 11,000 | $6.41M | 3.32% | 00.0% | Unchanged |
| MTM Investment Management, LLC | 11,000 | $6.41M | 2.93% | +10.0% | Added |
| Equitable Holdings, Inc. | 10,959 | $6.39M | 0.08% | +1,464+15.4% | Added |
| Bensler, LLC | 10,957 | $6.39M | 1.06% | +2,025+22.7% | Added |
| Cambridge Trust Co | 10,930 | $6.37M | 0.27% | +78+0.7% | Added |
| Evergreen Capital Management LLC | 10,930 | $6.37M | 0.26% | +385+3.7% | Added |
| WBH Advisory Inc | 10,918 | $6.36M | 0.71% | −200−1.8% | Reduced |
| Herold Advisors, Inc. | 10,884 | $6.34M | 1.76% | −215−1.9% | Reduced |
| Checchi Capital Advisers, LLC | 10,820 | $6.31M | 0.51% | −347−3.1% | Reduced |
| Syon Capital LLC | 10,788 | $6.29M | 0.64% | +1,274+13.4% | Added |
| Aull & Monroe Investment Management Corp | 10,782 | $6.29M | 3.10% | −151−1.4% | Reduced |
| Duality Advisers, LP | 10,774 | $6.28M | 0.66% | +2,253+26.4% | Added |
| Radnor Capital Management, LLC | 10,761 | $6.27M | 1.17% | −10.0% | Reduced |
| Roman Butler Fullerton & Co | 9,788 | $6.26M | 2.44% | −178−1.8% | Reduced |
| Daymark Wealth Partners, LLC | 10,655 | $6.21M | 0.38% | +173+1.7% | Added |
| FDx Advisors, Inc. | 10,640 | $6.20M | 0.48% | −3,129−22.7% | Reduced |
| Quadrant Capital Group LLC | 10,625 | $6.19M | 0.53% | +110+1.0% | Added |
| Atlantic Union Bankshares Corp | 10,617 | $6.19M | 0.57% | −702−6.2% | Reduced |
| Alley Investment Management Company, LLC | 10,585 | $6.17M | 0.90% | +3,626+52.1% | Added |
| Lighthouse Investment Partners, LLC | 10,582 | $6.17M | 0.45% | +2,014+23.5% | Added |
| Nilsine Partners, LLC | 10,565 | $6.16M | 0.95% | +241+2.3% | Added |
| Meeder Advisory Services, Inc. | 10,552 | $6.15M | 0.70% | −72−0.7% | Reduced |
| Summit Financial Group Inc | 10,499 | $6.12M | 2.34% | −1,064−9.2% | Reduced |
| Signet Financial Management, LLC | 10,467 | $6.10M | 0.91% | +52+0.5% | Added |
| Cohen Investment Advisors LLC | 10,450 | $6.09M | 4.49% | −1,372−11.6% | Reduced |
| Western Wealth Management, LLC | 10,444 | $6.09M | 0.44% | +1,110+11.9% | Added |
| Callahan Advisors, LLC | 10,442 | $6.09M | 0.71% | +2,663+34.2% | Added |
| Morse Asset Management, Inc | 10,438 | $6.08M | 1.79% | −596−5.4% | Reduced |
| Montecito Bank & Trust | 10,399 | $6.06M | 1.30% | −94−0.9% | Reduced |
| Chesapeake Asset Management LLC | 10,360 | $6.04M | 5.39% | +98+1.0% | Added |
| Waters Parkerson & Co., LLC | 10,348 | $6.03M | 0.33% | +453+4.6% | Added |
| Reynders McVeigh Capital Management, LLC | 10,307 | $6.01M | 0.38% | −100−1.0% | Reduced |
| Horizon Investments, LLC | 10,275 | $5.98M | 0.17% | +2,059+25.1% | Added |
| Cyndeo Wealth Partners, LLC | 10,241 | $5.97M | 0.55% | +3,529+52.6% | Added |
| Blue Fin Capital, Inc. | 10,215 | $5.95M | 1.53% | +314+3.2% | Added |
| First City Capital Management, Inc. | 10,202 | $5.95M | 3.45% | −168−1.6% | Reduced |
| GM Advisory Group, Inc. | 10,168 | $5.93M | 0.45% | −361−3.4% | Reduced |
| Smithbridge Asset Management Inc | 10,135 | $5.91M | 1.35% | −144−1.4% | Reduced |
| Boston Common Asset Management, LLC | 10,104 | $5.89M | 0.13% | −287−2.8% | Reduced |
| Lake Street Advisors Group, LLC | 10,089 | $5.88M | 0.30% | −236−2.3% | Reduced |
| WS Portfolio Advisory, LLC | 10,079 | $5.88M | 1.09% | +1,841+22.3% | Added |
| Clarkston Capital Partners, LLC | 10,075 | $5.87M | 0.11% | +75+0.8% | Added |
| Fox Hill Wealth Management | 10,048 | $5.86M | 4.49% | +10,048 | New |
| Hunter Associates Investment Management LLC | 10,026 | $5.84M | 1.07% | −143−1.4% | Reduced |
| Morgens Waterfall Vintiadis & Co Inc | 10,000 | $5.83M | 4.51% | −100−1.0% | Reduced |
| Savoie Capital LLC | 10,000 | $5.83M | 1.33% | +3,084+44.6% | Added |
| Avalon Global Asset Management LLC | 10,000 | $5.83M | 2.29% | 00.0% | Unchanged |
| Great Diamond Partners, LLC | 9,989 | $5.82M | 1.43% | −289−2.8% | Reduced |
| Evexia Wealth LLC | 8,715 | $5.82M | 2.46% | +235+2.8% | Added |
| Bridges Investment Management Inc | 9,967 | $5.81M | 0.19% | −59−0.6% | Reduced |
| Leelyn Smith, LLC | 9,960 | $5.81M | 1.27% | −436−4.2% | Reduced |
| Phoenix Holdings Ltd. | 8,838 | $5.80M | 0.10% | +2,488+39.2% | Added |
| CAPROCK Group, Inc. | 9,936 | $5.79M | 0.37% | −349−3.4% | Reduced |
| Camden Capital, LLC | 9,933 | $5.79M | 0.59% | +7,564+319.3% | Added |
| Harbor Investment Advisory, LLC | 9,924 | $5.79M | 0.67% | +193+2.0% | Added |
| Power Corp of Canada | 9,886 | $5.76M | 0.60% | +9,886 | New |
| NBT Bank N A | 9,876 | $5.76M | 0.45% | +760+8.3% | Added |
| Kingswood Wealth Advisors, LLC | 9,872 | $5.75M | 0.65% | +5,965+152.7% | Added |
| Gluskin Sheff & Assoc Inc | 9,820 | $5.72M | 0.56% | −4,034−29.1% | Reduced |
| Stableford Capital II LLC | 8,993 | $5.72M | 2.45% | −148−1.6% | Reduced |
| Strategic Wealth Partners, Ltd. | 9,731 | $5.67M | 0.70% | −943−8.8% | Reduced |
| Family Legacy, Inc. | 9,700 | $5.65M | 2.16% | −458−4.5% | Reduced |
| Exome Asset Management LLC | 9,700 | $5.65M | 5.59% | +9,700 | New |
| Brighton Jones LLC | 9,674 | $5.64M | 0.24% | +577+6.3% | Added |
| Unio Capital LLC | 9,668 | $5.64M | 2.88% | −1,401−12.7% | Reduced |
| Fernwood Investment Management, LLC | 9,652 | $5.63M | 1.86% | −1,868−16.2% | Reduced |
| Washington Trust Bank | 9,645 | $5.62M | 0.50% | −37−0.4% | Reduced |
| Smithfield Trust Co | 9,628 | $5.61M | 0.32% | +292+3.1% | Added |
| Boothe Investment Group, Inc. | 9,615 | $5.61M | 2.53% | −171−1.7% | Reduced |
| Supplemental Annuity Collective Trust of NJ | 9,600 | $5.60M | 1.94% | −1,300−11.9% | Reduced |
| Wetzel Investment Advisors, Inc. | 9,586 | $5.59M | 3.43% | +9,586 | New |
| Empire Financial Management Company, LLC | 9,526 | $5.55M | 2.17% | −5−0.1% | Reduced |
| LGT Fund Management Co Ltd. | 9,520 | $5.53M | 2.37% | +400+4.4% | Added |
| Herbst Group, LLC | 9,462 | $5.52M | 3.54% | −828−8.0% | Reduced |
| Transform Wealth, LLC | 9,439 | $5.50M | 0.54% | −1,533−14.0% | Reduced |
| Abbrea Capital, LLC | 9,426 | $5.50M | 0.79% | +383+4.2% | Added |
| Leonteq Securities AG | 9,418 | $5.49M | 0.71% | −458−4.6% | Reduced |
| Strong Tower Advisory Services | 9,400 | $5.48M | 2.43% | −28−0.3% | Reduced |
| Asset Dedication, LLC | 9,357 | $5.44M | 0.44% | +901+10.7% | Added |
| V-Square Quantitative Management LLC | 9,328 | $5.44M | 1.30% | +3,568+61.9% | Added |
| Old Second National Bank of Aurora | 9,307 | $5.43M | 1.49% | −1,086−10.4% | Reduced |
| Solidarilty Wealth, LLC | 9,306 | $5.42M | 1.96% | +9,306 | New |
| Pitcairn Co | 9,265 | $5.40M | 0.40% | −19−0.2% | Reduced |
| Gotham Asset Management, LLC | 9,264 | $5.40M | 0.10% | +1,878+25.4% | Added |
| Geneos Wealth Management Inc. | 9,231 | $5.38M | 0.27% | −648−6.6% | Reduced |
| Icon Wealth Advisors, LLC | 9,226 | $5.38M | 0.56% | +9,226 | New |
| Motco | 9,219 | $5.37M | 0.34% | +6,733+270.8% | Added |
| Larson Financial Group LLC | 9,213 | $5.37M | 0.47% | +266+3.0% | Added |
| Harvest Fund Management Co., Ltd | 9,204 | $5.37M | 0.84% | +355+4.0% | Added |
| Meeder Asset Management Inc | 9,156 | $5.34M | 0.42% | −16,135−63.8% | Reduced |