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 |
|---|---|---|---|---|---|
| Towerpoint Wealth, LLC | 4,226 | $2.46M | 1.34% | −11−0.3% | Reduced |
| First Dallas Securities Inc. | 4,223 | $2.46M | 1.27% | +4,223 | New |
| RF&L Wealth Management, LLC | 4,214 | $2.46M | 2.04% | −100−2.3% | Reduced |
| Csenge Advisory Group | 4,212 | $2.46M | 0.15% | +73+1.8% | Added |
| HT Partners LLC | 4,204 | $2.45M | 0.98% | +27+0.6% | Added |
| Cipher Capital LP | 4,202 | $2.45M | 0.79% | +2,051+95.4% | Added |
| united american securities inc. (d/b/a uas asset management) | 4,200 | $2.45M | 0.62% | +4,200 | New |
| Gilman Hill Asset Management, LLC | 4,196 | $2.45M | 0.46% | 00.0% | Unchanged |
| New England Asset Management Inc | 4,193 | $2.44M | 0.39% | −517−11.0% | Reduced |
| Midland Wealth Advisors LLC | 4,185 | $2.44M | 0.17% | +4,185 | New |
| NewSquare Capital LLC | 4,184 | $2.44M | 0.23% | +194+4.9% | Added |
| Chesapeake Wealth Management | 4,181 | $2.44M | 0.94% | −236−5.3% | Reduced |
| Traveka Wealth, LLC | 4,180 | $2.44M | 1.23% | +4,180 | New |
| Comprehensive Financial Consultants Institutional, Inc. | 4,165 | $2.43M | 1.13% | −33−0.8% | Reduced |
| Hilltop Holdings Inc. | 4,163 | $2.43M | 0.28% | −158−3.7% | Reduced |
| Woodward Diversified Capital, LLC | 4,159 | $2.42M | 1.52% | −4−0.1% | Reduced |
| Ifrah Financial Services, Inc. | 4,159 | $2.42M | 0.71% | −1,053−20.2% | Reduced |
| Stokes Family Office, LLC | 4,153 | $2.42M | 0.33% | −722−14.8% | Reduced |
| Simplify Asset Management Inc. | 4,149 | $2.42M | 0.37% | −766−15.6% | Reduced |
| Bouvel Investment Partners, LLC | 4,146 | $2.42M | 1.13% | +189+4.8% | Added |
| Robertson Stephens Wealth Management, LLC | 4,145 | $2.42M | 0.15% | +971+30.6% | Added |
| Guild Investment Management, Inc. | 4,143 | $2.42M | 3.84% | +675+19.5% | Added |
| Baker Tilly Wealth Management, LLC | 4,140 | $2.41M | 0.40% | −39−0.9% | Reduced |
| Financial Security Advisor, Inc. | 4,136 | $2.41M | 0.95% | −120−2.8% | Reduced |
| Mount Yale Investment Advisors, LLC | 4,130 | $2.41M | 0.23% | +649+18.6% | Added |
| Legato Capital Management LLC | 4,119 | $2.40M | 0.31% | 00.0% | Unchanged |
| Becker Capital Management Inc | 4,109 | $2.40M | 0.09% | −251−5.8% | Reduced |
| Range Financial Group LLC | 4,105 | $2.39M | 1.44% | +28+0.7% | Added |
| Executive Wealth Management, LLC | 4,102 | $2.39M | 0.23% | +4,102 | New |
| Archford Capital Strategies, LLC | 4,097 | $2.39M | 0.44% | −467−10.2% | Reduced |
| CRA Financial Services, LLC | 4,092 | $2.39M | 0.58% | +28+0.7% | Added |
| InTrack Investment Management Inc | 4,078 | $2.38M | 1.78% | +558+15.9% | Added |
| Argent Advisors, Inc. | 4,077 | $2.38M | 1.04% | −10−0.2% | Reduced |
| Wallington Asset Management, LLC | 4,072 | $2.37M | 0.40% | −707−14.8% | Reduced |
| Eqis Capital Management, Inc. | 4,072 | $2.37M | 0.19% | −176−4.1% | Reduced |
| Kuhn & Co Investment Counsel | 4,061 | $2.37M | 2.43% | +4,061 | New |
| Partners Capital Investment Group, LLP | 4,056 | $2.36M | 0.05% | +2,464+154.8% | Added |
| Berkshire Asset Management LLC | 4,044 | $2.36M | 0.13% | −7−0.2% | Reduced |
| Coastal Investment Advisors, Inc. | 4,043 | $2.36M | 0.53% | −448−10.0% | Reduced |
| Brevan Howard Capital Management LP | 4,042 | $2.36M | 0.24% | +4,042 | New |
| Advisor OS, LLC | 4,039 | $2.35M | 0.31% | +1,377+51.7% | Added |
| Rehmann Capital Advisory Group | 4,033 | $2.35M | 0.19% | +527+15.0% | Added |
| Bedell Frazier Investment Counseling, LLC | 4,032 | $2.35M | 0.65% | +1,459+56.7% | Added |
| RDA Financial Network | 4,025 | $2.35M | 0.89% | −5−0.1% | Reduced |
| First Heartland Consultants, Inc. | 4,017 | $2.34M | 0.28% | +67+1.7% | Added |
| Pictet North America Advisors SA | 4,015 | $2.34M | 0.30% | +15+0.4% | Added |
| Eagle Wealth Strategies LLC | 4,005 | $2.33M | 1.41% | +4,005 | New |
| Peak Financial Advisors LLC | 4,004 | $2.33M | 1.56% | +4,004 | New |
| Guardian Capital Advisors LP | 3,727 | $2.33M | 0.24% | +12+0.3% | Added |
| Silphium Asset Management Ltd | 4,000 | $2.33M | 1.24% | +4,000 | New |
| John G Ullman & Associates Inc | 3,998 | $2.33M | 0.37% | 00.0% | Unchanged |
| Ledyard National Bank | 3,998 | $2.33M | 0.24% | +22+0.6% | Added |
| High Note Wealth, LLC | 3,987 | $2.32M | 0.87% | −34−0.8% | Reduced |
| Cairn Investment Group, Inc. | 3,980 | $2.32M | 1.45% | −26−0.6% | Reduced |
| Cavalier Investments, LLC | 3,977 | $2.32M | 0.85% | +96+2.5% | Added |
| Johnson Financial Group, Inc. | 3,972 | $2.32M | 0.13% | +225+6.0% | Added |
| Beach Investment Counsel Inc | 3,970 | $2.31M | 0.29% | 00.0% | Unchanged |
| Marietta Investment Partners LLC | 3,967 | $2.31M | 0.58% | +57+1.5% | Added |
| BCS Wealth Management | 3,957 | $2.31M | 0.85% | 00.0% | Unchanged |
| Capital Advisors Inc | 3,953 | $2.30M | 0.05% | +567+16.7% | Added |
| Farmers & Merchants Trust Co of Long Beach | 3,939 | $2.30M | 0.61% | +425+12.1% | Added |
| BCGM Wealth Management, LLC | 3,936 | $2.29M | 0.93% | −204−4.9% | Reduced |
| Certified Advisory Corp | 3,930 | $2.29M | 0.35% | −33,264−89.4% | Reduced |
| Shilanski & Associates, Inc. | 3,927 | $2.29M | 0.87% | −8−0.2% | Reduced |
| Wealth Management Associates, Inc. | 3,908 | $2.28M | 1.20% | +83+2.2% | Added |
| Accuvest Global Advisors | 3,900 | $2.27M | 2.42% | −16−0.4% | Reduced |
| Formidable Asset Management, LLC | 3,895 | $2.27M | 0.49% | −526−11.9% | Reduced |
| Geller Advisors LLC | 3,892 | $2.27M | 0.22% | −11−0.3% | Reduced |
| Fishman Jay A Ltd | 3,891 | $2.27M | 0.26% | +50+1.3% | Added |
| Bourne Lent Asset Management Inc | 3,886 | $2.27M | 0.92% | −20−0.5% | Reduced |
| Aspen Grove Capital, LLC | 3,901 | $2.26M | 0.69% | +69+1.8% | Added |
| Moseley Investment Management Inc | 3,876 | $2.26M | 1.26% | +519+15.5% | Added |
| Perkins Coie Trust Co | 3,874 | $2.26M | 0.57% | +3,390+700.4% | Added |
| Everhart Financial Group, Inc. | 3,867 | $2.25M | 0.80% | +260+7.2% | Added |
| Owen LaRue, LLC | 3,862 | $2.25M | 2.14% | −2,125−35.5% | Reduced |
| LVW Advisors, LLC | 3,860 | $2.25M | 0.42% | +907+30.7% | Added |
| Pennsylvania Capital Management Inc | 3,851 | $2.24M | 0.89% | +199+5.4% | Added |
| Thompson Siegel & Walmsley LLC | 3,843 | $2.24M | 0.04% | +1,139+42.1% | Added |
| Pinnacle Wealth Planning Services, Inc. | 3,841 | $2.24M | 0.35% | −16−0.4% | Reduced |
| VeraBank, N.A. | 3,825 | $2.23M | 0.75% | +78+2.1% | Added |
| Procyon Private Wealth Partners, LLC | 3,824 | $2.23M | 0.19% | +514+15.5% | Added |
| Bellecapital International Ltd. | 3,816 | $2.22M | 0.51% | +68+1.8% | Added |
| United Bank | 3,809 | $2.22M | 1.22% | −47−1.2% | Reduced |
| Arkadios Wealth Advisors | 3,804 | $2.22M | 0.19% | −116−3.0% | Reduced |
| Annex Advisory Services, LLC | 3,797 | $2.21M | 0.09% | +1,547+68.8% | Added |
| Ti-Trust, Inc | 3,791 | $2.21M | 1.95% | 00.0% | Unchanged |
| Brooks, Moore & Associates, Inc. | 3,786 | $2.21M | 1.52% | −36−0.9% | Reduced |
| Harvest Investment Services, LLC | 3,783 | $2.21M | 1.02% | −32−0.8% | Reduced |
| Fuller & Thaler Asset Management, Inc. | 3,779 | $2.20M | 0.01% | +725+23.7% | Added |
| Brown Shipley& Co Ltd | 3,777 | $2.20M | 1.09% | −7,104−65.3% | Reduced |
| Sompo Asset Management Co., Ltd. | 3,760 | $2.19M | 0.40% | +3,290+700.0% | Added |
| Millennium Capital Advisors, LLC | 3,759 | $2.19M | 1.68% | −9−0.2% | Reduced |
| NBC Securities, Inc. | 3,757 | $2.19M | 0.22% | −580−13.4% | Reduced |
| Pinnacle Wealth Management Advisory Group, LLC | 3,745 | $2.18M | 0.26% | +5+0.1% | Added |
| Clean Yield Group | 3,743 | $2.18M | 0.92% | −87−2.3% | Reduced |
| Retireful, LLC | 3,712 | $2.16M | 0.94% | +831+28.8% | Added |
| Headlands Technologies LLC | 3,710 | $2.16M | 0.64% | +1,679+82.7% | Added |
| Strategic Planning Group, LLC | 3,708 | $2.16M | 0.72% | +3,708 | New |
| Wealth Alliance Advisory Group, LLC | 3,706 | $2.16M | 0.56% | +461+14.2% | Added |
| Penserra Capital Management LLC | 3,702 | $2.16M | 0.04% | −2,354−38.9% | Reduced |