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 |
|---|---|---|---|---|---|
| AlTi Global, Inc. | 6,019 | $3.51M | 0.11% | +6,019 | New |
| Bard Financial Services, Inc. | 5,990 | $3.49M | 0.39% | +190+3.3% | Added |
| StoneX Group Inc. | 5,987 | $3.49M | 0.35% | −21−0.3% | Reduced |
| Teza Capital Management LLC | 5,983 | $3.49M | 0.58% | +1,459+32.3% | Added |
| Norway Savings Bank | 5,962 | $3.48M | 1.54% | −442−6.9% | Reduced |
| Boston Family Office LLC | 5,947 | $3.47M | 0.26% | −307−4.9% | Reduced |
| Hamilton Point Investment Advisors, LLC | 5,948 | $3.47M | 0.70% | +20.0% | Added |
| Advisors Capital Management, LLC | 5,928 | $3.46M | 0.07% | +616+11.6% | Added |
| Hurlow Wealth Management Group, Inc. | 5,925 | $3.45M | 1.31% | +159+2.8% | Added |
| Fukoku Mutual Life Insurance Co | 5,914 | $3.45M | 0.29% | +1,068+22.0% | Added |
| Erste Asset Management GmbH | 5,934 | $3.45M | 0.05% | +507+9.3% | Added |
| Flagship Harbor Advisors, LLC | 5,868 | $3.42M | 0.25% | +605+11.5% | Added |
| CoreCap Advisors, LLC | 5,864 | $3.42M | 0.22% | +88+1.5% | Added |
| Market Street Wealth Management Advisors LLC | 5,851 | $3.41M | 0.71% | +722+14.1% | Added |
| Global Wealth Management Investment Advisory, Inc. | 5,789 | $3.37M | 0.87% | −99−1.7% | Reduced |
| Kirr Marbach & Co LLC | 5,782 | $3.37M | 0.88% | 00.0% | Unchanged |
| Parthenon LLC | 5,765 | $3.36M | 0.46% | +98+1.7% | Added |
| Proequities, Inc. | 5,743 | $3.35M | 0.24% | +1,006+21.2% | Added |
| Valley National Advisers Inc | 5,736 | $3.34M | 0.53% | +337+6.2% | Added |
| Grove Bank & Trust | 5,732 | $3.34M | 0.61% | +96+1.7% | Added |
| Leavell Investment Management, Inc. | 5,726 | $3.34M | 0.21% | +176+3.2% | Added |
| Romano Brothers and Company | 5,723 | $3.34M | 0.50% | −330−5.5% | Reduced |
| Chicago Trust Co NA | 5,723 | $3.34M | 0.74% | −424−6.9% | Reduced |
| Consolidated Portfolio Review Corp | 5,720 | $3.33M | 0.76% | +28+0.5% | Added |
| K.J. Harrison & Partners Inc | 5,704 | $3.32M | 0.56% | +5,704 | New |
| Beaton Management Co. Inc. | 5,700 | $3.32M | 1.99% | +5,700 | New |
| Goldstream Capital Management Ltd | 5,685 | $3.31M | 2.24% | +3,729+190.6% | Added |
| Waddell & Associates, LLC | 5,700 | $3.29M | 0.44% | −931−14.0% | Reduced |
| Van Leeuwen & Company, LLC | 5,621 | $3.28M | 1.91% | −907−13.9% | Reduced |
| Prelude Capital Management, LLC | 5,604 | $3.27M | 0.28% | −784−12.3% | Reduced |
| David R. Rahn & Associates Inc. | 5,600 | $3.26M | 1.37% | 00.0% | Unchanged |
| Quilter Plc | 5,588 | $3.26M | 0.11% | +244+4.6% | Added |
| B.O.S.S. Retirement Advisors, LLC | 5,577 | $3.25M | 0.63% | +1,243+28.7% | Added |
| Northwest Bancshares, Inc. | 5,576 | $3.25M | 0.59% | −505−8.3% | Reduced |
| CMG Global Holdings, LLC | 4,283 | $3.25M | 2.36% | −9−0.2% | Reduced |
| Freedom Day Solutions, LLC | 5,558 | $3.24M | 1.27% | −521−8.6% | Reduced |
| Adell Harriman & Carpenter Inc | 5,556 | $3.24M | 0.30% | +2,574+86.3% | Added |
| Channel Wealth LLC | 5,551 | $3.24M | 1.53% | +2,551+85.0% | Added |
| Telos Capital Management, Inc. | 5,541 | $3.23M | 0.39% | −160−2.8% | Reduced |
| Allworth Financial LP | 5,521 | $3.22M | 0.02% | +233+4.4% | Added |
| Kercheville Advisors, LLC | 5,517 | $3.22M | 1.81% | +1,995+56.6% | Added |
| Hoylecohen, LLC | 5,517 | $3.22M | 0.26% | +99+1.8% | Added |
| Financial Advisory Service, Inc. | 5,511 | $3.21M | 0.31% | +103+1.9% | Added |
| Van Strum & Towne Inc. | 5,475 | $3.19M | 1.25% | 00.0% | Unchanged |
| Punch & Associates Investment Management, Inc. | 5,463 | $3.18M | 0.19% | −50−0.9% | Reduced |
| NVWM, LLC | 5,446 | $3.17M | 0.95% | −281−4.9% | Reduced |
| Arete Wealth Advisors, LLC | 5,445 | $3.17M | 0.24% | +704+14.8% | Added |
| Parisi Gray Wealth Management | 5,423 | $3.16M | 1.28% | +2,010+58.9% | Added |
| Magnus Financial Group LLC | 5,418 | $3.16M | 0.41% | +163+3.1% | Added |
| Fundamentun, LLC | 5,409 | $3.15M | 0.37% | +125+2.4% | Added |
| Appleton Partners Inc | 5,369 | $3.13M | 0.25% | −105−1.9% | Reduced |
| LM Advisors LLC | 5,368 | $3.13M | 0.63% | +5,368 | New |
| Lumbard & Kellner, LLC | 5,365 | $3.13M | 1.81% | −154−2.8% | Reduced |
| Silvercrest Asset Management Group LLC | 5,363 | $3.13M | 0.02% | +303+6.0% | Added |
| Hudson Canyon Capital Management | 5,354 | $3.12M | 2.27% | −121−2.2% | Reduced |
| AlphaStar Capital Management, LLC | 5,347 | $3.12M | 0.28% | 00.0% | Unchanged |
| First Citizens Financial Corp | 5,339 | $3.11M | 2.00% | −40−0.7% | Reduced |
| Wexford Capital LP | 5,335 | $3.11M | 0.67% | −141−2.6% | Reduced |
| Ironwood Financial, llc | 5,330 | $3.11M | 0.75% | 00.0% | Unchanged |
| PFC Capital Group, Inc. | 5,330 | $3.11M | 1.84% | +5,330 | New |
| Invesco, LLC | 5,324 | $3.10M | 1.44% | −53−1.0% | Reduced |
| Capital Asset Advisory Services LLC | 5,320 | $3.10M | 0.19% | −197−3.6% | Reduced |
| Carl P. Sherr & Co., LLC | 5,317 | $3.10M | 1.88% | −556−9.5% | Reduced |
| Legacy Bridge, LLC | 5,313 | $3.10M | 2.01% | 00.0% | Unchanged |
| First Business Financial Services, Inc. | 5,302 | $3.09M | 0.36% | −1,165−18.0% | Reduced |
| Welch Group, LLC | 5,299 | $3.09M | 0.17% | −218−4.0% | Reduced |
| Wealthquest Corp | 5,266 | $3.07M | 0.34% | −18−0.3% | Reduced |
| Pinnacle Bancorp, Inc. | 5,253 | $3.06M | 1.00% | −25−0.5% | Reduced |
| VGI Partners Ltd | 5,238 | $3.05M | 0.32% | +38+0.7% | Added |
| Stratos Wealth Advisors, LLC | 5,228 | $3.05M | 0.18% | +329+6.7% | Added |
| Harbour Trust & Investment Management Co | 5,221 | $3.04M | 0.43% | +5,221 | New |
| Folger Nolan Fleming Douglas Capital Management, Inc | 5,216 | $3.04M | 0.33% | −50−0.9% | Reduced |
| Bank Hapoalim BM | 5,211 | $3.04M | 0.42% | −1,366−20.8% | Reduced |
| Moloney Securities Asset Management, LLC | 5,193 | $3.03M | 0.48% | −40−0.8% | Reduced |
| Independence Bank of Kentucky | 5,187 | $3.02M | 1.06% | +1,062+25.7% | Added |
| Patton Fund Management, Inc. | 5,185 | $3.02M | 0.67% | −27−0.5% | Reduced |
| Belpointe Asset Management LLC | 5,175 | $3.02M | 0.26% | +177+3.5% | Added |
| Terra Nova Asset Management LLC | 5,146 | $3.00M | 2.63% | +251+5.1% | Added |
| Miracle Mile Advisors, LLC | 5,143 | $3.00M | 0.08% | +489+10.5% | Added |
| 9258 Wealth Management, LLC | 5,126 | $2.99M | 0.53% | −6−0.1% | Reduced |
| Peddock Capital Advisors, LLC | 5,107 | $2.98M | 0.91% | 00.0% | Unchanged |
| Chapin Davis, Inc. | 5,099 | $2.97M | 1.25% | +537+11.8% | Added |
| Clifford Swan Investment Counsel LLC | 5,084 | $2.96M | 0.12% | −248−4.7% | Reduced |
| Schulhoff & Co Inc | 5,080 | $2.96M | 1.41% | −30−0.6% | Reduced |
| Sabal Trust CO | 5,078 | $2.96M | 0.18% | −471−8.5% | Reduced |
| Boston Financial Mangement LLC | 5,066 | $2.95M | 0.10% | −252−4.7% | Reduced |
| WSFS Capital Management, LLC | 5,058 | $2.95M | 0.18% | +1,732+52.1% | Added |
| Suncoast Equity Management | 5,055 | $2.95M | 0.39% | +143+2.9% | Added |
| Gold Investment Management Ltd. | 5,020 | $2.93M | 1.25% | +5,020 | New |
| Lakeview Capital Partners, LLC | 5,008 | $2.92M | 0.52% | +504+11.2% | Added |
| Sentry LLC | 5,007 | $2.92M | 0.62% | +20.0% | Added |
| Wiley Bros.-Aintree Capital, LLC | 4,982 | $2.92M | 0.71% | +3,944+380.0% | Added |
| Joel Isaacson & Co., LLC | 5,002 | $2.92M | 0.18% | +29+0.6% | Added |
| StrategIQ Financial Group, LLC | 4,993 | $2.91M | 0.33% | +10.0% | Added |
| KRS Capital Management, LLC | 4,989 | $2.91M | 2.71% | +201+4.2% | Added |
| PDS Planning, Inc | 4,984 | $2.91M | 0.33% | +9+0.2% | Added |
| Finivi Inc. | 4,977 | $2.90M | 2.83% | +4,977 | New |
| Courier Capital LLC | 4,971 | $2.90M | 0.22% | −382−7.1% | Reduced |
| Turtle Creek Wealth Advisors, LLC | 4,969 | $2.90M | 0.85% | +4,969 | New |
| Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD | 4,967 | $2.89M | 0.57% | 00.0% | Unchanged |