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 |
|---|---|---|---|---|---|
| Atomi Financial Group, Inc. | 3,687 | $2.15M | 0.30% | +1,628+79.1% | Added |
| Trust Point Inc. | 3,684 | $2.15M | 0.18% | +3,684 | New |
| Van Cleef Asset Management,Inc | 3,676 | $2.14M | 0.30% | +575+18.5% | Added |
| Parcion Private Wealth LLC | 3,673 | $2.14M | 0.20% | +69+1.9% | Added |
| Summit X, LLC | 3,658 | $2.13M | 0.61% | +549+17.7% | Added |
| Tritonpoint Wealth, LLC | 3,661 | $2.13M | 0.21% | +3,661 | New |
| Aureus Asset Management, LLC | 3,654 | $2.13M | 0.16% | 00.0% | Unchanged |
| Naviter Wealth, LLC | 3,650 | $2.13M | 0.43% | +319+9.6% | Added |
| Capitol Family Office, Inc. | 3,646 | $2.13M | 3.58% | −192−5.0% | Reduced |
| Concord Wealth Partners | 3,644 | $2.12M | 0.43% | +615+20.3% | Added |
| Westwood Holdings Group Inc. | 3,643 | $2.12M | 0.02% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 3,633 | $2.12M | 0.17% | +181+5.2% | Added |
| Boston Trust Walden Corp | 3,626 | $2.11M | 0.02% | +130+3.7% | Added |
| Patron Partners Advisors, LLC | 3,600 | $2.10M | 1.39% | +323+9.9% | Added |
| West Branch Capital LLC | 3,593 | $2.09M | 0.98% | +492+15.9% | Added |
| Opinicus Capital, Inc. | 3,585 | $2.09M | 2.13% | +3,585 | New |
| Archer Investment Corp | 3,584 | $2.09M | 0.67% | −298−7.7% | Reduced |
| Vaughan David Investments LLC | 3,582 | $2.09M | 0.06% | −43−1.2% | Reduced |
| Boussard & Gavaudan Investment Management LLP | 3,578 | $2.09M | 0.41% | +3,578 | New |
| Burns J W & Co Inc | 3,576 | $2.08M | 0.31% | 00.0% | Unchanged |
| Corton Capital Inc. | 3,569 | $2.08M | 0.66% | +1,162+48.3% | Added |
| Aaron Wealth Advisors | 3,555 | $2.07M | 0.34% | −2,457−40.9% | Reduced |
| Koshinski Asset Management, Inc. | 3,548 | $2.07M | 0.31% | −747−17.4% | Reduced |
| Redwood Investment Management, LLC | 3,540 | $2.06M | 0.19% | −2,824−44.4% | Reduced |
| First National Bank & Trust Co of Newtown | 3,534 | $2.06M | 0.44% | −200−5.4% | Reduced |
| Avestar Capital, LLC | 3,532 | $2.06M | 0.25% | +628+21.6% | Added |
| RMR Wealth Builders | 3,522 | $2.05M | 0.29% | +364+11.5% | Added |
| River Street Advisors LLC | 3,512 | $2.05M | 1.63% | +53+1.5% | Added |
| Barden Capital Management, Inc. | 3,776 | $2.05M | 1.67% | +548+17.0% | Added |
| DF Dent & Co Inc | 3,494 | $2.04M | 0.03% | +61+1.8% | Added |
| SFMG, LLC | 3,483 | $2.03M | 0.19% | +447+14.7% | Added |
| Berkshire Bank | 3,479 | $2.03M | 0.54% | +30+0.9% | Added |
| 3Chopt Investment Partners, LLC | 3,477 | $2.03M | 0.75% | +3,477 | New |
| United Bank | 3,456 | $2.01M | 0.25% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 3,506 | $2.01M | 0.54% | +3,506 | New |
| Capital Market Strategies LLC | 3,450 | $2.01M | 1.75% | +275+8.7% | Added |
| Blodgett Wealth Advisors, LLC | 3,449 | $2.01M | 2.06% | −30−0.9% | Reduced |
| City State Bank | 3,448 | $2.01M | 1.01% | −145−4.0% | Reduced |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 3,447 | $2.01M | 0.92% | +3,447 | New |
| Congress Park Capital LLC | 3,433 | $2.00M | 0.98% | −229−6.3% | Reduced |
| Aries Wealth Management | 3,433 | $2.00M | 0.71% | −52−1.5% | Reduced |
| Centerpoint Advisors, LLC | 3,433 | $2.00M | 0.79% | −335−8.9% | Reduced |
| J. L. Bainbridge & Co., Inc. | 3,429 | $2.00M | 0.24% | +2,912+563.2% | Added |
| Ironwood Investment Counsel, LLC | 3,427 | $2.00M | 0.37% | +172+5.3% | Added |
| Steigerwald, Gordon & Koch Inc. | 3,427 | $2.00M | 0.27% | +175+5.4% | Added |
| Planned Solutions, Inc. | 3,426 | $2.00M | 0.93% | −417−10.9% | Reduced |
| Hanlon Investment Management, Inc. | 3,422 | $1.99M | 0.63% | −526−13.3% | Reduced |
| Sanders Morris Harris LLC | 3,200 | $1.99M | 0.98% | −6,776−67.9% | Reduced |
| Allegheny Financial Group LTD | 3,415 | $1.99M | 0.64% | +116+3.5% | Added |
| Ellevest, Inc. | 3,414 | $1.99M | 0.14% | +591+20.9% | Added |
| Capital Advisory Group Advisory Services, LLC | 3,410 | $1.99M | 1.07% | −67−1.9% | Reduced |
| Angeles Wealth Management, LLC | 3,409 | $1.99M | 0.24% | +237+7.5% | Added |
| Q3 Asset Management | 3,408 | $1.99M | 0.50% | −181−5.0% | Reduced |
| Hanson & Doremus Investment Management | 3,397 | $1.98M | 0.37% | −102−2.9% | Reduced |
| Hollencrest Capital Management | 3,381 | $1.97M | 0.19% | +53+1.6% | Added |
| Campion Asset Management LLC | 3,375 | $1.97M | 1.67% | 00.0% | Unchanged |
| Bangor Savings Bank | 3,373 | $1.97M | 0.21% | −147−4.2% | Reduced |
| Linscomb & Williams, Inc. | 3,372 | $1.97M | 0.11% | −239−6.6% | Reduced |
| MRP Capital Investments, LLC | 3,340 | $1.95M | 2.10% | −3,241−49.2% | Reduced |
| Tectonic Advisors LLC | 3,331 | $1.94M | 0.16% | +14+0.4% | Added |
| Copperwynd Financial, LLC | 3,331 | $1.94M | 0.77% | +877+35.7% | Added |
| Warther Private Wealth, LLC | 3,329 | $1.94M | 1.09% | −69−2.0% | Reduced |
| Guardian Asset Advisors, LLC | 3,324 | $1.94M | 1.82% | +3,324 | New |
| Vivaldi Capital Management, LLC | 2,605 | $1.94M | 0.58% | +319+14.0% | Added |
| Bank Pictet & Cie (Asia) Ltd | 3,289 | $1.92M | 0.49% | 00.0% | Unchanged |
| ORG Partners LLC | 3,288 | $1.92M | 0.32% | +1,352+69.8% | Added |
| Vigilare Wealth Management | 3,289 | $1.92M | 0.99% | +10.0% | Added |
| Means Investment Co., Inc. | 3,285 | $1.91M | 0.28% | −82−2.4% | Reduced |
| CWA Asset Management Group, LLC | 3,272 | $1.91M | 0.13% | +807+32.7% | Added |
| Tilt Investment Management Holdings, PBC | 3,271 | $1.91M | 2.06% | −861−20.8% | Reduced |
| Ledge Wealth Management, Inc. | 3,267 | $1.90M | 0.74% | −137−4.0% | Reduced |
| Douglas Lane & Associates, LLC | 3,267 | $1.90M | 0.03% | −161−4.7% | Reduced |
| Stiles Financial Services Inc | 3,264 | $1.90M | 0.86% | +135+4.3% | Added |
| Barr E S & Co | 3,261 | $1.90M | 0.13% | −125−3.7% | Reduced |
| Change Path, LLC | 3,252 | $1.90M | 0.12% | +81+2.6% | Added |
| Spirit of America Management Corp | 3,250 | $1.89M | 0.42% | +50+1.6% | Added |
| Ausdal Financial Partners, Inc. | 3,248 | $1.89M | 0.23% | +176+5.7% | Added |
| Riggs Asset Managment Co. Inc. | 3,231 | $1.88M | 0.60% | +868+36.7% | Added |
| TFG Advisers LLC | 3,229 | $1.88M | 0.79% | +48+1.5% | Added |
| Investment Research & Advisory Group, Inc. | 3,221 | $1.88M | 0.97% | +168+5.5% | Added |
| Financial Sense Advisors, Inc. | 3,216 | $1.87M | 0.71% | +29+0.9% | Added |
| First County Bank | 3,208 | $1.87M | 0.91% | +28+0.9% | Added |
| Blueprint Investment Partners LLC | 3,205 | $1.87M | 0.51% | +764+31.3% | Added |
| Steel Peak Wealth Management LLC | 3,202 | $1.87M | 0.11% | +72+2.3% | Added |
| Taylor Financial Group, Inc. | 3,200 | $1.87M | 1.53% | +3,200 | New |
| Veracity Capital LLC | 3,196 | $1.86M | 0.75% | +72+2.3% | Added |
| Royal Capital Wealth Management, LLC | 3,194 | $1.86M | 1.61% | 00.0% | Unchanged |
| Smith, Salley & Associates | 3,179 | $1.85M | 0.12% | +26+0.8% | Added |
| Centiva Capital, LP | 3,173 | $1.85M | 0.12% | +2,149+209.9% | Added |
| BSW Wealth Partners | 3,169 | $1.85M | 0.37% | +2+0.1% | Added |
| Crown Wealth Group, LLC | 3,165 | $1.85M | 1.11% | +569+21.9% | Added |
| Everpar Advisors LLC | 3,165 | $1.84M | 0.86% | +3,165 | New |
| Breakwater Capital Group | 2,918 | $1.84M | 0.52% | +71+2.5% | Added |
| Souders Financial Advisors | 3,157 | $1.84M | 0.32% | −108−3.3% | Reduced |
| Morningstar Investment Services LLC | 3,167 | $1.84M | 0.01% | +1,426+81.9% | Added |
| Hills Bank & Trust Co | 3,145 | $1.83M | 0.18% | −229−6.8% | Reduced |
| Game Plan Financial Advisors, LLC | 3,142 | $1.83M | 1.05% | +3,142 | New |
| Mayflower Financial Advisors, LLC | 3,139 | $1.83M | 0.25% | +62+2.0% | Added |
| SlateStone Wealth, LLC | 3,133 | $1.83M | 0.24% | −35−1.1% | Reduced |
| Main Street Research LLC | 3,132 | $1.83M | 0.15% | +103+3.4% | Added |