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 |
|---|---|---|---|---|---|
| Crew Capital Management, Ltd. | 9,138 | $5.33M | 5.42% | −83−0.9% | Reduced |
| Zions Bancorporation, N.A. | 9,117 | $5.31M | 0.37% | +241+2.7% | Added |
| TRUE Private Wealth Advisors | 9,088 | $5.30M | 0.67% | +32+0.4% | Added |
| Trust Asset Management LLC | 9,069 | $5.29M | 0.51% | 00.0% | Unchanged |
| Institutional & Family Asset Management, LLC | 9,060 | $5.28M | 0.87% | −657−6.8% | Reduced |
| J.W. Cole Advisors, Inc. | 9,056 | $5.28M | 0.31% | −410−4.3% | Reduced |
| Columbia Asset Management | 9,050 | $5.28M | 1.08% | +247+2.8% | Added |
| Jones Financial Companies LLLP | 9,024 | $5.26M | 0.01% | +1,967+27.9% | Added |
| Madden Securities Corp | 9,010 | $5.25M | 2.78% | −110−1.2% | Reduced |
| North Star Investment Management Corp. | 9,008 | $5.25M | 0.40% | −110−1.2% | Reduced |
| Cigna Investments Inc | 8,963 | $5.22M | 1.08% | −34−0.4% | Reduced |
| Duff & Phelps Investment Management Co | 8,904 | $5.19M | 0.06% | +90+1.0% | Added |
| Everett Harris & Co | 8,893 | $5.18M | 0.07% | −31−0.3% | Reduced |
| Investors Asset Management of Georgia Inc | 8,894 | $5.17M | 2.62% | +630+7.6% | Added |
| Equitable Trust Co | 8,840 | $5.15M | 0.39% | −60−0.7% | Reduced |
| We Are One Seven, LLC | 8,832 | $5.15M | 0.30% | −338−3.7% | Reduced |
| Connable Office Inc | 8,829 | $5.15M | 0.62% | −397−4.3% | Reduced |
| Rothschild Investment LLC | 8,790 | $5.12M | 0.43% | +8,790 | New |
| Prairie Sky Financial Group LLC | 8,749 | $5.10M | 3.33% | +20.0% | Added |
| Knollwood Investment Advisory, LLC | 8,730 | $5.09M | 1.06% | +8,730 | New |
| Platte River Wealth Advisors, LLC | 8,715 | $5.08M | 1.68% | −113−1.3% | Reduced |
| Principal Securities, Inc. | 8,688 | $5.06M | 0.19% | +8,688 | New |
| Douglass Winthrop Advisors, LLC | 8,687 | $5.06M | 0.11% | +300+3.6% | Added |
| Beck Capital Management, LLC | 8,661 | $5.05M | 1.73% | −4,096−32.1% | Reduced |
| Geneva Partners, LLC | 8,656 | $5.05M | 2.80% | −428−4.7% | Reduced |
| RSM US Wealth Management LLC | 8,643 | $5.04M | 0.14% | +2,257+35.3% | Added |
| Linden Thomas Advisory Services, LLC | 8,633 | $5.03M | 0.94% | +518+6.4% | Added |
| Moneta Group Investment Advisors LLC | 8,630 | $5.03M | 0.10% | +91+1.1% | Added |
| FRG Family Wealth Advisors LLC | 8,610 | $5.02M | 1.02% | +9+0.1% | Added |
| D L Carlson Investment Group Inc | 6,620 | $5.02M | 1.02% | +6,128+1,245.5% | Added |
| Baldwin Investment Management, LLC | 8,598 | $5.01M | 0.78% | −143−1.6% | Reduced |
| Pioneer Trust Bank N A | 8,580 | $5.00M | 1.49% | +1,760+25.8% | Added |
| Forum Financial Management, LP | 8,571 | $5.00M | 0.09% | −502−5.5% | Reduced |
| First National Advisers, LLC | 8,552 | $4.99M | 1.43% | +2,695+46.0% | Added |
| Portfolio Design Labs, LLC | 8,503 | $4.96M | 1.88% | +8,503 | New |
| Greylin Investment Mangement Inc | 8,475 | $4.94M | 0.85% | −325−3.7% | Reduced |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 7,652 | $4.94M | 0.05% | +272+3.7% | Added |
| Moran Wealth Management, LLC | 8,461 | $4.93M | 0.18% | −187−2.2% | Reduced |
| Bank of Hawaii | 8,407 | $4.90M | 0.26% | +1,540+22.4% | Added |
| Ingalls & Snyder LLC | 8,376 | $4.88M | 0.22% | −1,255−13.0% | Reduced |
| Crawford Investment Counsel Inc | 8,339 | $4.86M | 0.10% | −20.0% | Reduced |
| Enterprise Bank & Trust Co | 8,314 | $4.85M | 1.72% | −747−8.2% | Reduced |
| Hodges Capital Management Inc. | 8,305 | $4.84M | 0.26% | +713+9.4% | Added |
| Benjamin F. Edwards & Company, Inc. | 8,294 | $4.83M | 0.10% | +2,746+49.5% | Added |
| China Universal Asset Management Co., Ltd. | 8,277 | $4.82M | 0.94% | 00.0% | Unchanged |
| Qtron Investments LLC | 8,245 | $4.81M | 0.79% | −251−3.0% | Reduced |
| West Oak Capital, LLC | 7,444 | $4.79M | 2.24% | −285−3.7% | Reduced |
| Wescott Financial Advisory Group, LLC | 8,201 | $4.78M | 0.67% | +209+2.6% | Added |
| Woodstock Corp | 8,182 | $4.77M | 0.55% | −298−3.5% | Reduced |
| Peregrine Asset Advisers, Inc. | 8,107 | $4.73M | 2.30% | −2,797−25.7% | Reduced |
| TCI Wealth Advisors, Inc. | 8,101 | $4.72M | 0.50% | +637+8.5% | Added |
| Granite Bay Wealth Management, LLC | 8,057 | $4.70M | 0.04% | +38+0.5% | Added |
| Alcosta Capital Management, Inc. | 8,055 | $4.70M | 3.40% | −47−0.6% | Reduced |
| Chatham Capital Group, Inc. | 8,048 | $4.69M | 0.95% | +74+0.9% | Added |
| Smith, Moore & Co. | 8,039 | $4.69M | 0.55% | +315+4.1% | Added |
| Simmons Bank | 8,012 | $4.67M | 0.38% | +227+2.9% | Added |
| Marshall & Sullivan Inc | 8,006 | $4.67M | 2.47% | 00.0% | Unchanged |
| Centre Asset Management, LLC | 7,967 | $4.64M | 1.12% | −1,016−11.3% | Reduced |
| Boothbay Fund Management, LLC | 7,928 | $4.62M | 0.17% | −3,885−32.9% | Reduced |
| Altfest L J & Co Inc | 7,910 | $4.61M | 0.67% | −317−3.9% | Reduced |
| Cumberland Partners Ltd | 8,025 | $4.61M | 0.42% | −4,220−34.5% | Reduced |
| RMB Capital Management, LLC | 7,873 | $4.59M | 0.14% | +110+1.4% | Added |
| Next Century Growth Investors LLC | 7,852 | $4.58M | 0.45% | −18−0.2% | Reduced |
| Biechele Royce Advisors | 7,827 | $4.56M | 1.49% | 00.0% | Unchanged |
| S&CO Inc | 7,825 | $4.56M | 0.35% | −670−7.9% | Reduced |
| KLCM Advisors, Inc. | 7,823 | $4.56M | 0.70% | +1,137+17.0% | Added |
| Kames Capital plc | 7,795 | $4.55M | 0.07% | +7,795 | New |
| Aldebaran Capital, LLC | 7,783 | $4.54M | 4.64% | 00.0% | Unchanged |
| Schear Investment Advisers, LLC | 7,780 | $4.54M | 4.37% | +13+0.2% | Added |
| Decatur Capital Management, Inc. | 7,763 | $4.53M | 2.71% | +2,233+40.4% | Added |
| Whittier Trust Co of Nevada Inc | 7,741 | $4.51M | 0.14% | +33+0.4% | Added |
| Lake Street Financial LLC | 7,735 | $4.51M | 0.71% | −5−0.1% | Reduced |
| Compass Wealth Management LLC | 7,725 | $4.50M | 1.26% | −345−4.3% | Reduced |
| Field & Main Bank | 7,722 | $4.50M | 1.90% | +668+9.5% | Added |
| Capital Wealth Planning, LLC | 7,716 | $4.50M | 0.05% | +7,716 | New |
| Arrow Financial Corp | 7,715 | $4.50M | 0.47% | +1,966+34.2% | Added |
| Confluence Wealth Services, Inc. | 7,704 | $4.49M | 0.49% | −4−0.1% | Reduced |
| Guardian Wealth Management, Inc. | 7,691 | $4.48M | 3.79% | +2,011+35.4% | Added |
| Estabrook Capital Management | 7,666 | $4.47M | 0.73% | −470−5.8% | Reduced |
| Bragg Financial Advisors, Inc | 7,655 | $4.46M | 0.21% | +5,631+278.2% | Added |
| Signet Investment Advisory Group, Inc. | 7,654 | $4.46M | 2.69% | −81−1.0% | Reduced |
| Farther Finance Advisors, LLC | 7,644 | $4.46M | 0.32% | +2,350+44.4% | Added |
| Lynch & Associates | 7,578 | $4.42M | 1.07% | −106−1.4% | Reduced |
| Harbour Investments, Inc. | 7,573 | $4.41M | 0.18% | +1,297+20.7% | Added |
| McKinley Carter Wealth Services, Inc. | 7,563 | $4.41M | 0.32% | −217−2.8% | Reduced |
| Bray Capital Advisors | 7,545 | $4.40M | 1.22% | 00.0% | Unchanged |
| Keebeck Wealth Management, LLC | 7,477 | $4.36M | 0.72% | +318+4.4% | Added |
| Heirloom Wealth Management | 7,457 | $4.35M | 1.67% | +7,457 | New |
| Exencial Wealth Advisors, LLC | 7,454 | $4.35M | 0.18% | +286+4.0% | Added |
| EPG Wealth Management LLC | 5,829 | $4.33M | 1.14% | −141−2.4% | Reduced |
| Clarius Group, LLC | 7,410 | $4.32M | 0.36% | −527−6.6% | Reduced |
| Graypoint LLC | 7,404 | $4.32M | 0.35% | +916+14.1% | Added |
| Mather Group, LLC. | 7,402 | $4.32M | 0.07% | −280−3.6% | Reduced |
| Jackson Square Partners, LLC | 7,389 | $4.31M | 0.14% | +7,389 | New |
| First Nebraska Trust Co | 7,349 | $4.28M | 0.49% | −242−3.2% | Reduced |
| Pacific Global Investment Management CO | 7,347 | $4.28M | 0.87% | −336−4.4% | Reduced |
| Mengis Capital Management, Inc. | 7,329 | $4.27M | 0.80% | −20−0.3% | Reduced |
| Legacy Private Trust Co. | 7,306 | $4.26M | 0.34% | −11−0.2% | Reduced |
| Northcape Wealth Management, LLC | 7,287 | $4.25M | 1.54% | −619−7.8% | Reduced |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 7,286 | $4.25M | 0.83% | +1,872+34.6% | Added |