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 |
|---|---|---|---|---|---|
| David Loasby | 2,946 | $1.82M | 0.20% | +90+3.2% | Added |
| Portside Wealth Group, LLC | 3,115 | $1.82M | 0.34% | +9+0.3% | Added |
| Cozad Asset Management Inc | 3,109 | $1.81M | 0.21% | −191−5.8% | Reduced |
| Central Bank & Trust Co | 3,104 | $1.81M | 0.28% | −298−8.8% | Reduced |
| Samalin Investment Counsel, LLC | 3,102 | $1.81M | 0.91% | −54−1.7% | Reduced |
| Accurate Wealth Management, LLC | 2,838 | $1.80M | 0.56% | −166−5.5% | Reduced |
| Red Spruce Capital, LLC | 3,094 | $1.80M | 0.93% | −100−3.1% | Reduced |
| WealthBridge Capital Management, LLC | 3,092 | $1.80M | 0.68% | +478+18.3% | Added |
| EverSource Wealth Advisors, LLC | 3,089 | $1.80M | 0.16% | −43−1.4% | Reduced |
| Tyche Wealth Partners LLC | 3,086 | $1.80M | 0.43% | +3,086 | New |
| Accredited Investors Inc. | 3,086 | $1.80M | 0.13% | −20−0.6% | Reduced |
| Gratus Capital LLC | 3,085 | $1.80M | 0.10% | −201−6.1% | Reduced |
| AdvisorNet Financial, Inc | 3,080 | $1.80M | 0.17% | +133+4.5% | Added |
| Farmers National Bank | 3,069 | $1.79M | 0.57% | −8−0.3% | Reduced |
| Deseret Mutual Benefit Administrators | 3,059 | $1.78M | 1.03% | −908−22.9% | Reduced |
| Benedetti & Gucer, Inc. | 3,059 | $1.78M | 0.93% | +340+12.5% | Added |
| Chilton Investment Co LLC | 3,057 | $1.78M | 0.05% | −48−1.5% | Reduced |
| Alta Wealth Advisors LLC | 3,048 | $1.78M | 0.99% | +2+0.1% | Added |
| KPP Advisory Services LLC | 3,048 | $1.78M | 1.56% | −310−9.2% | Reduced |
| WealthTrust Asset Management, LLC | 3,040 | $1.77M | 1.49% | −208−6.4% | Reduced |
| Connecticut Wealth Management, LLC | 3,040 | $1.77M | 0.10% | +154+5.3% | Added |
| Park Place Capital Corp | 3,038 | $1.77M | 0.71% | −3−0.1% | Reduced |
| Glen Eagle Advisors, LLC | 3,038 | $1.77M | 0.37% | −158−4.9% | Reduced |
| MONECO Advisors, LLC | 3,031 | $1.77M | 0.34% | +249+9.0% | Added |
| Manchester Capital Management LLC | 3,024 | $1.76M | 0.24% | +147+5.1% | Added |
| RKL Wealth Management LLC | 3,004 | $1.75M | 0.19% | +1,964+188.8% | Added |
| Mattern Wealth Management LLC | 3,004 | $1.75M | 0.45% | 00.0% | Unchanged |
| Buffington Mohr McNeal | 3,003 | $1.75M | 0.35% | +63+2.1% | Added |
| Aquatic Capital Management LLC | 3,000 | $1.75M | 0.04% | −2,640−46.8% | Reduced |
| Olistico Wealth, LLC | 2,999 | $1.75M | 1.37% | +552+22.6% | Added |
| Jackson, Grant Investment Advisers, Inc. | 2,998 | $1.75M | 0.77% | +4+0.1% | Added |
| Crescent Grove Advisors, LLC | 2,994 | $1.75M | 0.19% | −20−0.7% | Reduced |
| Wealth Effects LLC | 2,991 | $1.74M | 0.66% | +841+39.1% | Added |
| Banco BTG Pactual S.A. | 3,000 | $1.74M | 0.40% | +3,000 | New |
| IFG Advisory, LLC | 2,988 | $1.74M | 0.13% | −114−3.7% | Reduced |
| Wealth Dimensions Group, Ltd. | 2,982 | $1.74M | 0.55% | −512−14.7% | Reduced |
| Advanced Portfolio Management, LLC | 2,978 | $1.74M | 1.83% | +2,978 | New |
| Carmichael Hill & Associates, Inc. | 2,977 | $1.74M | 0.77% | −50−1.7% | Reduced |
| Mezzasalma Advisors, LLC | 2,968 | $1.73M | 0.94% | +2,968 | New |
| PSI Advisors, LLC | 2,962 | $1.73M | 0.64% | +265+9.8% | Added |
| Grandfield & Dodd, LLC | 2,960 | $1.73M | 0.12% | −142−4.6% | Reduced |
| Lavaca Capital LLC | 2,952 | $1.72M | 1.05% | −58−1.9% | Reduced |
| Avidian Wealth Solutions, LLC | 2,944 | $1.72M | 0.11% | +116+4.1% | Added |
| Pavion Blue Capital, LLC | 2,943 | $1.72M | 0.95% | 00.0% | Unchanged |
| Nemes Rush Group LLC | 2,939 | $1.71M | 0.28% | −132−4.3% | Reduced |
| HHM Wealth Advisors, LLC | 2,930 | $1.71M | 0.30% | −4−0.1% | Reduced |
| Simon Quick Advisors, LLC | 2,927 | $1.71M | 0.15% | +278+10.5% | Added |
| Forza Wealth Management, LLC | 2,925 | $1.71M | 0.94% | −1,525−34.3% | Reduced |
| Biltmore Family Office, LLC | 2,924 | $1.70M | 0.35% | 00.0% | Unchanged |
| Rockland Trust Co | 2,918 | $1.70M | 0.09% | −16,231−84.8% | Reduced |
| Northwest Quadrant Wealth Management, LLC | 2,917 | $1.70M | 0.44% | +3+0.1% | Added |
| GPS Wealth Strategies Group, LLC | 2,908 | $1.69M | 0.31% | +781+36.7% | Added |
| CIC Wealth, LLC | 2,907 | $1.69M | 0.54% | +1,007+53.0% | Added |
| Commerzbank Aktiengesellschaft | 2,906 | $1.69M | 0.07% | +1,627+127.2% | Added |
| Hudock, Inc. | 2,905 | $1.69M | 0.36% | −39−1.3% | Reduced |
| Guyasuta Investment Advisors Inc | 2,897 | $1.69M | 0.12% | −150−4.9% | Reduced |
| Patrick M Sweeney & Associates, Inc | 2,897 | $1.69M | 1.54% | +2,897 | New |
| Laraway Financial Inc | 2,897 | $1.69M | 1.60% | −104−3.5% | Reduced |
| Costello Asset Management, INC | 2,897 | $1.69M | 1.40% | +134+4.8% | Added |
| FourThought Financial Partners, LLC | 2,893 | $1.69M | 0.21% | +4+0.1% | Added |
| Wright Investors Service Inc | 2,882 | $1.68M | 0.47% | +2,882 | New |
| TCTC Holdings, LLC | 2,879 | $1.68M | 0.06% | −183−6.0% | Reduced |
| West Paces Advisors Inc. | 2,879 | $1.68M | 0.47% | −128−4.3% | Reduced |
| Monument Capital Management | 2,878 | $1.68M | 0.54% | +78+2.8% | Added |
| Country Club Bank | 2,886 | $1.68M | 0.13% | −669−18.8% | Reduced |
| Facet Wealth, Inc. | 2,376 | $1.68M | 0.06% | −55−2.3% | Reduced |
| Patten Group, Inc. | 2,871 | $1.67M | 0.45% | −74−2.5% | Reduced |
| Concord Asset Management, LLC | 2,868 | $1.67M | 0.49% | +1,228+74.9% | Added |
| Hendershot Investments Inc. | 2,862 | $1.67M | 0.26% | −33−1.1% | Reduced |
| Oversea-Chinese Banking CORP Ltd | 2,852 | $1.66M | 0.06% | +443+18.4% | Added |
| Trustmark National Bank Trust Department | 2,841 | $1.66M | 0.15% | +539+23.4% | Added |
| Roundview Capital LLC | 2,833 | $1.65M | 0.15% | +505+21.7% | Added |
| Pegasus Asset Management, Inc. | 2,830 | $1.65M | 0.71% | +29+1.0% | Added |
| Callan Capital, LLC | 2,828 | $1.65M | 0.16% | +1,779+169.6% | Added |
| Stonebridge Capital Advisors LLC | 2,826 | $1.65M | 0.17% | +1,085+62.3% | Added |
| BLB&B Advisors, LLC | 2,821 | $1.64M | 0.10% | +150+5.6% | Added |
| Two Sigma Securities, LLC | 2,819 | $1.64M | 0.08% | −5,748−67.1% | Reduced |
| Marino, Stram & Associates LLC | 2,809 | $1.64M | 0.42% | +10+0.4% | Added |
| Legacy Financial Advisors, Inc. | 2,807 | $1.64M | 0.31% | +154+5.8% | Added |
| Monumental Financial Group Inc. | 2,803 | $1.63M | 0.97% | −108−3.7% | Reduced |
| Accent Capital Management, LLC | 2,803 | $1.63M | 1.29% | +2,803 | New |
| Provence Wealth Management Group | 2,801 | $1.63M | 0.88% | +415+17.4% | Added |
| Options Solutions, LLC | 2,800 | $1.63M | 1.74% | +200+7.7% | Added |
| Graves-Light Private Wealth Management, Inc. | 2,796 | $1.63M | 0.20% | 00.0% | Unchanged |
| Peterson Wealth Management | 2,789 | $1.63M | 1.46% | −285−9.3% | Reduced |
| Full Sail Capital, LLC | 2,786 | $1.62M | 0.12% | −215−7.2% | Reduced |
| Arlington Trust Co LLC | 2,785 | $1.62M | 0.45% | +2,328+509.4% | Added |
| 180 Wealth Advisors, LLC | 2,741 | $1.62M | 0.32% | −27−1.0% | Reduced |
| Human Investing LLC | 2,783 | $1.62M | 0.35% | −365−11.6% | Reduced |
| Summit Financial, LLC | 2,780 | $1.62M | 0.11% | −176−6.0% | Reduced |
| Laidlaw Wealth Management LLC | 2,777 | $1.62M | 0.59% | +289+11.6% | Added |
| First Foundation Advisors | 2,775 | $1.62M | 0.07% | −1,840−39.9% | Reduced |
| FCG Investment Co | 2,761 | $1.61M | 1.58% | +2,761 | New |
| Deroy & Devereaux Private Investment Counsel Inc | 2,759 | $1.61M | 0.11% | −642−18.9% | Reduced |
| Stablepoint Partners, LLC | 2,758 | $1.61M | 0.41% | +2,758 | New |
| Physicians Financial Services, Inc. | 2,753 | $1.60M | 0.61% | +25+0.9% | Added |
| Allstate Corp | 2,752 | $1.60M | 0.11% | −153−5.3% | Reduced |
| Berger Financial Group, Inc | 2,752 | $1.60M | 0.17% | −37−1.3% | Reduced |
| Financial Management Professionals, Inc. | 2,744 | $1.60M | 0.26% | −14−0.5% | Reduced |
| Advisor Resource Council | 2,740 | $1.60M | 0.19% | +2,740 | New |