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 |
|---|---|---|---|---|---|
| Heartland Bank & Trust Co | 4,958 | $2.89M | 1.99% | −140−2.7% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 4,935 | $2.88M | 0.17% | +72+1.5% | Added |
| First Citizens Bank & Trust Co | 4,930 | $2.87M | 0.05% | +543+12.4% | Added |
| GeoWealth Management, LLC | 4,924 | $2.87M | 0.24% | +4,924 | New |
| United Asset Strategies, Inc. | 4,908 | $2.86M | 0.32% | −206−4.0% | Reduced |
| Banco de Sabadell, S.A | 4,909 | $2.86M | 2.17% | −74−1.5% | Reduced |
| Parkside Financial Bank & Trust | 4,898 | $2.86M | 0.52% | +2,370+93.8% | Added |
| Fort Sheridan Advisors LLC | 4,884 | $2.85M | 0.57% | −227−4.4% | Reduced |
| Grimes & Company, Inc. | 4,879 | $2.84M | 0.09% | +952+24.2% | Added |
| Kathmere Capital Management, LLC | 4,871 | $2.84M | 0.37% | +20.0% | Added |
| Howland Capital Management LLC | 4,862 | $2.83M | 0.15% | −468−8.8% | Reduced |
| Blackhawk Capital Partners LLC. | 4,860 | $2.83M | 1.92% | +601+14.1% | Added |
| WNY Asset Management, LLC | 4,859 | $2.83M | 0.48% | 00.0% | Unchanged |
| Vise Technologies, Inc. | 4,852 | $2.83M | 0.61% | +522+12.1% | Added |
| High Net Worth Advisory Group LLC | 4,852 | $2.83M | 1.05% | −9−0.2% | Reduced |
| Legacy Advisors, LLC | 4,852 | $2.83M | 0.37% | +2,807+137.3% | Added |
| Black Swift Group, LLC | 4,850 | $2.83M | 0.85% | −3,150−39.4% | Reduced |
| Skopos Labs, Inc. | 4,848 | $2.83M | 1.35% | +4,848 | New |
| Vista Investment Partners LLC | 4,844 | $2.82M | 1.04% | +4,844 | New |
| Haverford Trust Co | 4,834 | $2.82M | 0.03% | −1,445−23.0% | Reduced |
| Regal Investment Advisors LLC | 4,808 | $2.80M | 0.21% | +1,405+41.3% | Added |
| Migdal Insurance & Financial Holdings Ltd. | 4,818 | $2.80M | 0.06% | +1,567+48.2% | Added |
| Sweet Financial Partners, LLC | 4,801 | $2.80M | 0.67% | +89+1.9% | Added |
| Capital Square, LLC | 4,795 | $2.80M | 3.16% | +408+9.3% | Added |
| Stansberry Asset Management, LLC | 4,795 | $2.80M | 0.46% | +4,795 | New |
| Guardian Wealth Advisors, LLC | 4,786 | $2.79M | 0.42% | −81−1.7% | Reduced |
| Humankind Investments LLC | 4,782 | $2.79M | 0.83% | −459−8.8% | Reduced |
| Community Bank, N.A. | 4,779 | $2.79M | 0.36% | −242−4.8% | Reduced |
| Probity Advisors, Inc. | 4,771 | $2.78M | 0.61% | −330−6.5% | Reduced |
| Woodmont Investment Counsel LLC | 4,761 | $2.78M | 0.26% | +237+5.2% | Added |
| Lokken Investment Group LLC | 4,760 | $2.77M | 1.57% | 00.0% | Unchanged |
| Dantai Capital Ltd | 4,760 | $2.77M | 3.50% | +1,640+52.6% | Added |
| Horizon Kinetics Asset Management LLC | 4,755 | $2.77M | 0.06% | −422−8.2% | Reduced |
| American Money Management, LLC | 4,753 | $2.77M | 0.62% | +107+2.3% | Added |
| Kovack Advisors, Inc. | 4,751 | $2.77M | 0.33% | +872+22.5% | Added |
| First Financial Corp | 4,737 | $2.76M | 1.40% | −43−0.9% | Reduced |
| Symphony Financial, Ltd. Co. | 4,359 | $2.76M | 0.59% | +1,323+43.6% | Added |
| Private Wealth Partners, LLC | 4,730 | $2.76M | 0.23% | +1,145+31.9% | Added |
| Ipswich Investment Management Co., Inc. | 4,727 | $2.76M | 0.70% | −150−3.1% | Reduced |
| TCG Advisory Services, LLC | 4,708 | $2.74M | 0.19% | +1,351+40.2% | Added |
| Mechanics Bank Trust Department | 4,707 | $2.74M | 0.43% | −138−2.8% | Reduced |
| Edgestream Partners, L.P. | 4,699 | $2.74M | 0.20% | +2,434+107.5% | Added |
| Harmony Asset Management LLC | 4,694 | $2.74M | 1.16% | +4,694 | New |
| Quent Capital, LLC | 4,694 | $2.74M | 0.37% | +345+7.9% | Added |
| Dearborn Partners LLC | 4,677 | $2.73M | 0.10% | +131+2.9% | Added |
| Sippican Capital Advisors | 4,677 | $2.73M | 2.14% | +841+21.9% | Added |
| HWG Holdings LP | 4,665 | $2.72M | 1.26% | +174+3.9% | Added |
| Oak Harvest Investment Services | 4,655 | $2.71M | 0.54% | −1,031−18.1% | Reduced |
| Capital Investment Advisory Services, LLC | 4,647 | $2.71M | 0.25% | −66−1.4% | Reduced |
| Somerville Kurt F | 4,645 | $2.71M | 0.51% | −196−4.0% | Reduced |
| Iowa State Bank | 4,643 | $2.71M | 0.65% | +3,513+310.9% | Added |
| Insigneo Advisory Services, LLC | 4,637 | $2.70M | 0.38% | +1,512+48.4% | Added |
| Ballast, Inc. | 4,636 | $2.70M | 0.93% | +501+12.1% | Added |
| Sentry Investment Management LLC | 4,619 | $2.69M | 1.16% | −11−0.2% | Reduced |
| Cassaday & Co Wealth Management LLC | 4,618 | $2.69M | 0.09% | 00.0% | Unchanged |
| Resonant Capital Advisors, LLC | 4,612 | $2.69M | 0.26% | −256−5.3% | Reduced |
| Keudell/Morrison Wealth Management | 4,612 | $2.69M | 0.89% | +868+23.2% | Added |
| Graphene Investments SAS | 4,600 | $2.68M | 1.74% | −600−11.5% | Reduced |
| Thomasville National Bank | 4,574 | $2.67M | 0.24% | +179+4.1% | Added |
| Pinnacle West Asset Management, Inc. | 4,570 | $2.66M | 2.28% | +25+0.6% | Added |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 4,564 | $2.66M | 0.09% | −606−11.7% | Reduced |
| Burton Enright Welch | 4,564 | $2.66M | 0.71% | +10+0.2% | Added |
| CFM Wealth Partners LLC | 4,555 | $2.66M | 0.60% | +591+14.9% | Added |
| Napa Wealth Management | 4,545 | $2.65M | 1.44% | +4,545 | New |
| Valmark Advisers, Inc. | 4,543 | $2.65M | 0.05% | +69+1.5% | Added |
| Consilium Wealth Advisory, LLC | 4,541 | $2.65M | 1.59% | +246+5.7% | Added |
| Merit Financial Group, LLC | 4,534 | $2.64M | 0.08% | −5,024−52.6% | Reduced |
| JT Stratford LLC | 4,511 | $2.63M | 0.60% | −691−13.3% | Reduced |
| HC Advisors, LLC | 4,504 | $2.63M | 1.47% | 00.0% | Unchanged |
| Evernest Financial Advisors, LLC | 4,469 | $2.61M | 1.32% | +4,469 | New |
| Northern Oak Wealth Management Inc | 4,446 | $2.59M | 0.31% | −258−5.5% | Reduced |
| Triangle Securities Wealth Management | 4,445 | $2.59M | 0.81% | −233−5.0% | Reduced |
| Sage Mountain Advisors LLC | 4,439 | $2.59M | 0.30% | +270+6.5% | Added |
| Boston Research & Management Inc | 4,433 | $2.58M | 0.69% | 00.0% | Unchanged |
| Legacy Wealth Asset Management, LLC | 4,422 | $2.58M | 0.85% | −429−8.8% | Reduced |
| KG&L Capital Management,LLC | 4,417 | $2.57M | 1.08% | +878+24.8% | Added |
| Significant Wealth Partners LLC | 4,397 | $2.56M | 1.87% | +4,397 | New |
| Handelsinvest Investeringsforvaltning | 4,393 | $2.56M | 1.05% | −2,232−33.7% | Reduced |
| Carr Financial Group Corp | 4,386 | $2.56M | 0.95% | 00.0% | Unchanged |
| Wolf Group Capital Advisors | 5,440 | $2.55M | 1.21% | +273+5.3% | Added |
| Pure Financial Advisors, Inc. | 4,372 | $2.55M | 0.09% | −130−2.9% | Reduced |
| Catalyst Financial Partners LLC | 4,368 | $2.55M | 0.72% | +85+2.0% | Added |
| West Family Investments, Inc. | 4,346 | $2.53M | 0.86% | −196−4.3% | Reduced |
| Murphy, Middleton, Hinkle & Parker, Inc. | 4,340 | $2.53M | 1.56% | +143+3.4% | Added |
| Quantbot Technologies LP | 4,334 | $2.53M | 0.15% | −4,540−51.2% | Reduced |
| Marshall Financial Group LLC | 4,332 | $2.53M | 0.81% | −1,043−19.4% | Reduced |
| Wealthsource Partners, LLC | 4,332 | $2.53M | 0.16% | −532−10.9% | Reduced |
| Lattice Capital Management, LLC | 4,318 | $2.52M | 2.79% | 00.0% | Unchanged |
| Optimist Retirement Group LLC | 4,308 | $2.51M | 1.63% | +4,308 | New |
| True North Advisors, LLC | 4,291 | $2.50M | 0.64% | −114−2.6% | Reduced |
| Evermay Wealth Management LLC | 4,288 | $2.50M | 0.46% | +661+18.2% | Added |
| Arden Trust Co | 4,284 | $2.50M | 0.37% | −369−7.9% | Reduced |
| Etesian Wealth Advisors, Inc. | 4,297 | $2.50M | 1.50% | −232−5.1% | Reduced |
| Philadelphia Trust Co | 4,264 | $2.49M | 0.23% | +34+0.8% | Added |
| Dynamic Technology Lab Private Ltd | 4,259 | $2.48M | 0.26% | +2,548+148.9% | Added |
| Atlantic Trust, LLC | 4,251 | $2.48M | 0.68% | +744+21.2% | Added |
| Eagle Rock Investment Company, LLC | 4,237 | $2.47M | 0.51% | −750−15.0% | Reduced |
| Vectors Research Management, LLC | 139,950 | $2.47M | 0.70% | +135,535+3,069.9% | Added |
| WealthShield Partners, LLC | 4,235 | $2.47M | 0.41% | +2,168+104.9% | Added |
| Sycomore Asset Management | 4,237 | $2.46M | 0.53% | +3,462+446.7% | Added |