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 $942.7B 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 | $942.7B |
| Q1 2026 | 4,391 | $712.9B |
| Q4 2025 | 4,452 | $843.2B |
| Q3 2025 | 3,904 | $583.5B |
| Q2 2025 | 3,914 | $610.1B |
| Q1 2025 | 3,928 | $688.4B |
| Q4 2024 | 3,913 | $602.9B |
| Q3 2024 | 3,666 | $687.4B |
| Q2 2024 | 3,571 | $707.0B |
| Q1 2024 | 3,465 | $607.2B |
| Q4 2023 | 3,276 | $457.2B |
| Q3 2023 | 2,978 | $421.9B |
| Q2 2023 | 2,818 | $366.7B |
| Q1 2023 | 2,619 | $269.7B |
| Q4 2022 | 2,672 | $288.4B |
| Q3 2022 | 2,489 | $256.1B |
| Q2 2022 | 2,450 | $255.6B |
| Q1 2022 | 2,349 | $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 |
|---|---|---|---|---|---|
| Mitchell McLeod Pugh & Williams Inc | 7,282 | $4.24M | 1.12% | +60+0.8% | Added |
| Wisconsin Capital Management LLC | 7,266 | $4.24M | 2.52% | +2,477+51.7% | Added |
| Wealth Alliance | 7,221 | $4.21M | 0.59% | +285+4.1% | Added |
| Mission Wealth Management, LP | 7,213 | $4.20M | 0.14% | +26+0.4% | Added |
| Fragasso Group Inc. | 7,174 | $4.18M | 0.38% | −820−10.3% | Reduced |
| Meridian Wealth Advisors, LLC | 7,169 | $4.18M | 0.92% | +20.0% | Added |
| Desjardins Global Asset Management Inc. | 7,147 | $4.17M | 0.45% | −1,765−19.8% | Reduced |
| Fiduciary Group LLC | 7,140 | $4.16M | 0.49% | −150−2.1% | Reduced |
| Tower Bridge Advisors | 7,102 | $4.14M | 0.36% | +62+0.9% | Added |
| Curbstone Financial Management Corp | 7,100 | $4.14M | 0.94% | −150−2.1% | Reduced |
| Richwood Investment Advisors, LLC | 7,093 | $4.13M | 3.88% | −290−3.9% | Reduced |
| Brooktree Capital Management | 7,089 | $4.13M | 3.34% | −89−1.2% | Reduced |
| Plimoth Trust Co LLC | 7,052 | $4.11M | 1.19% | −210−2.9% | Reduced |
| U.S. Capital Wealth Advisors, LLC | 7,045 | $4.11M | 0.16% | −525−6.9% | Reduced |
| Fiduciary Trust Co | 7,033 | $4.10M | 0.07% | −246−3.4% | Reduced |
| Aft, Forsyth & Company, Inc. | 7,030 | $4.10M | 2.58% | +165+2.4% | Added |
| Schechter Investment Advisors, LLC | 7,002 | $4.08M | 0.35% | +5+0.1% | Added |
| BOS Asset Management, LLC | 7,002 | $4.08M | 2.80% | +10.0% | Added |
| DCF Advisers, LLC | 7,000 | $4.08M | 2.76% | −500−6.7% | Reduced |
| Canandaigua National Bank & Trust Co | 6,980 | $4.07M | 0.63% | −181−2.5% | Reduced |
| First National Corp | 6,973 | $4.06M | 1.00% | −355−4.8% | Reduced |
| Summit Trail Advisors, LLC | 6,964 | $4.06M | 0.13% | −87−1.2% | Reduced |
| Lifeworks Advisors, LLC | 6,940 | $4.05M | 1.40% | −1,195−14.7% | Reduced |
| Brandywine Oak Private Wealth LLC | 6,936 | $4.04M | 0.45% | −184−2.6% | Reduced |
| Trust Co of Vermont | 6,935 | $4.04M | 0.27% | −469−6.3% | Reduced |
| Meridian Wealth Management, LLC | 6,917 | $4.03M | 0.26% | −3,853−35.8% | Reduced |
| Mango Five Family, Inc. | 6,916 | $4.03M | 1.52% | +6,916 | New |
| Quintet Private Bank (Europe) S.A. | 6,909 | $4.03M | 0.25% | −29,447−81.0% | Reduced |
| Cladis Investment Advisory, LLC | 6,861 | $4.00M | 3.14% | −100−1.4% | Reduced |
| Argus Investors' Counsel, Inc. | 6,841 | $3.99M | 2.56% | −927−11.9% | Reduced |
| Verdence Capital Advisors LLC | 6,841 | $3.99M | 0.39% | −425−5.8% | Reduced |
| Invst, LLC | 5,633 | $3.97M | 0.51% | +789+16.3% | Added |
| Fifth Third Wealth Advisors LLC | 6,790 | $3.96M | 1.29% | +595+9.6% | Added |
| Cutter & CO Brokerage, Inc. | 6,786 | $3.96M | 1.10% | −120−1.7% | Reduced |
| Level Four Advisory Services, LLC | 6,742 | $3.93M | 0.22% | −61−0.9% | Reduced |
| Lowe Brockenbrough & Co Inc | 6,738 | $3.93M | 0.30% | −48−0.7% | Reduced |
| Delta Financial Group, Inc. | 6,733 | $3.92M | 1.23% | −88−1.3% | Reduced |
| Financial Advocates Investment Management | 6,725 | $3.92M | 0.26% | +85+1.3% | Added |
| American National Bank | 6,719 | $3.92M | 0.62% | −1,959−22.6% | Reduced |
| Ancora Advisors, LLC | 6,711 | $3.91M | 0.09% | −224−3.2% | Reduced |
| Highview Capital Management LLC | 6,710 | $3.91M | 2.08% | +311+4.9% | Added |
| Carnegie Capital Asset Management, LLC | 6,690 | $3.90M | 0.13% | +15+0.2% | Added |
| Deltec Asset Management LLC | 6,650 | $3.88M | 0.87% | −1,050−13.6% | Reduced |
| Forum Private Client Group LLC | 6,649 | $3.88M | 2.02% | +6,649 | New |
| Institute for Wealth Management, LLC. | 6,639 | $3.87M | 0.63% | −126−1.9% | Reduced |
| Wellington Shields Capital Management, LLC | 6,634 | $3.87M | 0.48% | +390+6.2% | Added |
| Vision Capital Management, Inc. | 6,609 | $3.85M | 0.60% | −75−1.1% | Reduced |
| Texas Yale Capital Corp. | 6,598 | $3.85M | 0.18% | +1,108+20.2% | Added |
| Leo Wealth, LLC | 5,756 | $3.85M | 0.40% | +5,756 | New |
| Cabot Wealth Management Inc | 6,594 | $3.84M | 0.53% | −39−0.6% | Reduced |
| InterOcean Capital Group, LLC | 6,584 | $3.84M | 0.10% | +997+17.8% | Added |
| Pine Valley Investments Ltd Liability Co | 6,570 | $3.83M | 0.32% | −265−3.9% | Reduced |
| Carret Asset Management, LLC | 6,564 | $3.83M | 0.49% | +7+0.1% | Added |
| Investment Partners, Ltd. | 6,549 | $3.82M | 1.88% | −79−1.2% | Reduced |
| Waycross Partners, LLC | 6,500 | $3.79M | 0.71% | −2,400−27.0% | Reduced |
| Allen Investment Management LLC | 6,500 | $3.79M | 0.05% | +12+0.2% | Added |
| PKO Investment Management Joint-Stock Co | 6,500 | $3.79M | 0.47% | 00.0% | Unchanged |
| GAMMA Investing LLC | 5,845 | $3.77M | 1.02% | +5,845 | New |
| Massmutual Trust Co FSB | 6,452 | $3.76M | 0.13% | +319+5.2% | Added |
| DFPG Investments, LLC | 6,088 | $3.76M | 0.29% | +55+0.9% | Added |
| Sawyer & Company, Inc | 6,445 | $3.76M | 1.66% | −265−3.9% | Reduced |
| Wealthcare Advisory Partners LLC | 6,434 | $3.75M | 0.15% | +659+11.4% | Added |
| Armstrong Advisory Group, Inc | 6,423 | $3.74M | 0.36% | +6+0.1% | Added |
| Principle Wealth Partners LLC | 6,422 | $3.74M | 0.32% | +620+10.7% | Added |
| LJI Wealth Management, LLC | 6,419 | $3.74M | 0.97% | +141+2.2% | Added |
| Redhawk Wealth Advisors, Inc. | 6,412 | $3.74M | 0.73% | −574−8.2% | Reduced |
| Proficio Capital Partners LLC | 6,405 | $3.73M | 0.46% | −32−0.5% | Reduced |
| Wealthspire Advisors, LLC | 6,404 | $3.73M | 0.05% | +451+7.6% | Added |
| Sierra Summit Advisors LLC | 6,392 | $3.73M | 1.09% | +6,392 | New |
| Penobscot Investment Management Company, Inc. | 6,380 | $3.72M | 0.44% | +552+9.5% | Added |
| Meritage Portfolio Management | 6,377 | $3.72M | 0.25% | +1,208+23.4% | Added |
| IAM Advisory, LLC | 6,370 | $3.71M | 1.17% | −237−3.6% | Reduced |
| PEAK6 Investments LLC | 6,361 | $3.71M | 0.16% | +1,228+23.9% | Added |
| Beaumont Financial Advisors, LLC | 6,356 | $3.70M | 0.34% | +129+2.1% | Added |
| Searle & Co. | 6,332 | $3.69M | 1.01% | +5,332+533.2% | Added |
| Jackson Wealth Management, LLC | 6,331 | $3.69M | 0.49% | −68−1.1% | Reduced |
| Scholtz & Company, LLC | 6,320 | $3.68M | 1.82% | +6,320 | New |
| Cullinan Associates Inc | 6,319 | $3.68M | 0.21% | −1,054−14.3% | Reduced |
| MidWestOne Financial Group, Inc. | 6,305 | $3.68M | 0.70% | 00.0% | Unchanged |
| RFG Advisory, LLC | 6,303 | $3.67M | 0.14% | +287+4.8% | Added |
| Jeppson Wealth Management, LLC | 6,280 | $3.66M | 1.52% | −281−4.3% | Reduced |
| Venture Visionary Partners LLC | 6,274 | $3.66M | 0.19% | −389−5.8% | Reduced |
| Draper Asset Management, LLC | 6,251 | $3.64M | 3.46% | −20.0% | Reduced |
| NorthCrest Asset Manangement, LLC | 6,232 | $3.63M | 0.14% | −15−0.2% | Reduced |
| Schnieders Capital Management LLC | 6,224 | $3.63M | 0.80% | +342+5.8% | Added |
| Ayrshire Capital Management LLC | 6,205 | $3.62M | 2.09% | +269+4.5% | Added |
| ZWJ Investment Counsel Inc | 6,171 | $3.60M | 0.19% | −49−0.8% | Reduced |
| Lindbrook Capital, LLC | 6,158 | $3.59M | 0.36% | +585+10.5% | Added |
| Marble Harbor Investment Counsel, LLC | 6,152 | $3.59M | 0.44% | −300−4.6% | Reduced |
| Sym Financial Corp | 6,141 | $3.58M | 0.58% | +364+6.3% | Added |
| Northeast Financial Consultants Inc | 6,117 | $3.57M | 0.20% | +1,241+25.5% | Added |
| Aristotle Atlantic Partners, LLC | 6,109 | $3.56M | 0.13% | +5,609+1,121.8% | Added |
| BlueCrest Capital Management Ltd | 6,098 | $3.55M | 0.59% | +2,349+62.7% | Added |
| Avantax Planning Partners, Inc. | 6,087 | $3.55M | 0.14% | +2,204+56.8% | Added |
| Fidelis Capital Partners, LLC | 6,085 | $3.55M | 0.78% | +1,385+29.5% | Added |
| Premier Path Wealth Partners, LLC | 6,124 | $3.55M | 0.78% | +6,124 | New |
| Allen Mooney & Barnes Investment Advisors LLC | 6,049 | $3.53M | 0.67% | −60−1.0% | Reduced |
| Affinity Capital Advisors, LLC | 6,032 | $3.52M | 0.86% | −112−1.8% | Reduced |
| Adirondack Trust Co | 4,658 | $3.51M | 1.52% | −56−1.2% | Reduced |
| Householder Group Estate & Retirement Specialist, LLC | 6,021 | $3.51M | 1.15% | +11+0.2% | Added |