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 $942.8B 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
- 3,277
- +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
- 1,237 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 | $942.8B |
| Q1 2026 | 4,392 | $712.9B |
| Q4 2025 | 4,453 | $843.2B |
| Q3 2025 | 3,905 | $583.5B |
| Q2 2025 | 3,915 | $610.1B |
| Q1 2025 | 3,929 | $688.4B |
| Q4 2024 | 3,914 | $602.9B |
| Q3 2024 | 3,667 | $687.4B |
| Q2 2024 | 3,572 | $707.0B |
| Q1 2024 | 3,466 | $607.2B |
| Q4 2023 | 3,277 | $457.2B |
| Q3 2023 | 2,979 | $421.9B |
| Q2 2023 | 2,819 | $366.7B |
| Q1 2023 | 2,620 | $269.7B |
| Q4 2022 | 2,673 | $288.4B |
| Q3 2022 | 2,490 | $256.1B |
| Q2 2022 | 2,451 | $255.6B |
| Q1 2022 | 2,350 | $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 |
|---|---|---|---|---|---|
| Ami Asset Management Corp | 102,102 | $59.5M | 3.25% | −189−0.2% | Reduced |
| Nippon Life Global Investors Americas, Inc. | 101,900 | $59.4M | 3.30% | −880−0.9% | Reduced |
| AE Wealth Management LLC | 91,787 | $58.7M | 0.30% | +9,161+11.1% | Added |
| Capital International Ltd | 99,985 | $58.3M | 2.99% | −2,100−2.1% | Reduced |
| Badgley Phelps Wealth Managers, LLC | 99,317 | $57.9M | 1.58% | +10,606+12.0% | Added |
| Two Sigma Investments, LP | 99,196 | $57.8M | 0.14% | −333,538−77.1% | Reduced |
| Nicholas Company, Inc. | 99,085 | $57.8M | 1.02% | −100.0% | Reduced |
| Pathstone Holdings, LLC | 98,183 | $57.6M | 0.31% | +98,183 | New |
| Groupama Asset Managment | 97,404 | $56.8M | 1.48% | +97,404 | New |
| Klingenstein Fields & Co LP | 96,564 | $56.3M | 2.51% | −1,156−1.2% | Reduced |
| Yousif Capital Management, LLC | 95,665 | $55.8M | 0.66% | −3,905−3.9% | Reduced |
| Walleye Trading LLC | 95,523 | $55.7M | 0.84% | +86,376+944.3% | Added |
| O'Shaughnessy Asset Management, LLC | 95,501 | $55.7M | 0.74% | −11,541−10.8% | Reduced |
| MAI Capital Management | 93,634 | $54.6M | 0.72% | +2,135+2.3% | Added |
| Daiwa Securities Group Inc. | 93,420 | $54.5M | 0.34% | +4,865+5.5% | Added |
| Harvest Portfolios Group Inc. | 93,356 | $54.4M | 2.31% | −2,600−2.7% | Reduced |
| British Columbia Investment Management Corp | 92,886 | $54.1M | 0.44% | +19,478+26.5% | Added |
| Artia Global Partners LP | 92,593 | $54.0M | 21.35% | +66,400+253.5% | Added |
| Cresset Asset Management, LLC | 92,367 | $53.8M | 0.33% | +6,101+7.1% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 91,349 | $53.2M | 0.13% | −2,809−3.0% | Reduced |
| Moody Lynn & Lieberson, LLC | 90,880 | $53.0M | 4.03% | +171+0.2% | Added |
| Nwi Management LP | 90,000 | $52.5M | 10.64% | +60,000+200.0% | Added |
| Martingale Asset Management L P | 89,559 | $52.2M | 1.07% | −22,549−20.1% | Reduced |
| Zacks Investment Management | 87,396 | $50.9M | 0.63% | −1,478−1.7% | Reduced |
| First Trust Advisors LP | 86,875 | $50.6M | 0.06% | −366,393−80.8% | Reduced |
| Ilmarinen Mutual Pension Insurance Co | 86,300 | $50.3M | 0.68% | −7,000−7.5% | Reduced |
| Circle Wealth Management, LLC | 85,755 | $50.0M | 1.27% | −300.0% | Reduced |
| TD Waterhouse Canada Inc. | 75,774 | $49.9M | 0.47% | +10,437+16.0% | Added |
| Avidity Partners Management LP | 85,000 | $49.5M | 1.89% | +10,000+13.3% | Added |
| Rheos Capital Works Inc. | 85,000 | $49.5M | 2.74% | +85,000 | New |
| Illinois Municipal Retirement Fund | 82,798 | $48.3M | 0.81% | −2,251−2.6% | Reduced |
| Vestcor Inc | 82,028 | $47.8M | 1.62% | −3,139−3.7% | Reduced |
| Rafferty Asset Management, LLC | 81,864 | $47.7M | 0.20% | −1,974−2.4% | Reduced |
| Tiaa Trust, National Association | 80,665 | $47.0M | 0.16% | −1,946−2.4% | Reduced |
| Cetera Advisor Networks LLC | 79,911 | $46.6M | 0.26% | +6,614+9.0% | Added |
| Grassi Investment Management | 79,112 | $46.1M | 4.84% | −300−0.4% | Reduced |
| Charter Trust Co | 78,863 | $46.0M | 3.43% | −697−0.9% | Reduced |
| Castleark Management LLC | 78,742 | $45.9M | 2.03% | −2,343−2.9% | Reduced |
| Peapack Gladstone Financial Corp | 78,116 | $45.5M | 0.77% | −3,632−4.4% | Reduced |
| Pacer Advisors, Inc. | 78,106 | $45.5M | 0.13% | +12,904+19.8% | Added |
| Prime Capital Investment Advisors, LLC | 78,045 | $45.5M | 0.69% | +8,956+13.0% | Added |
| Rhenman & Partners Asset Management AB | 78,005 | $45.5M | 4.54% | −21,995−22.0% | Reduced |
| Ofi Invest Asset Management | 85,533 | $45.1M | 1.52% | −27,755−24.5% | Reduced |
| NewEdge Wealth, LLC | 76,757 | $44.7M | 1.14% | +9,070+13.4% | Added |
| Private Advisor Group, LLC | 76,152 | $44.4M | 0.35% | +3,222+4.4% | Added |
| Clal Insurance Enterprises Holdings Ltd | 74,500 | $43.4M | 0.57% | +73,500+7,350.0% | Added |
| Rathbone Brothers plc | 74,322 | $43.3M | 0.28% | +2,100+2.9% | Added |
| Keystone Investors Pte Ltd | 73,399 | $42.8M | 3.61% | +18,799+34.4% | Added |
| Cetera Investment Advisers | 73,000 | $42.6M | 0.35% | +1,201+1.7% | Added |
| JustInvest LLC | 72,986 | $42.5M | 1.09% | +796+1.1% | Added |
| Dai-Ichi Life Insurance Company, Ltd | 72,726 | $42.4M | 0.88% | −42,830−37.1% | Reduced |
| Oppenheimer & Co Inc | 72,686 | $42.4M | 0.78% | +2,702+3.9% | Added |
| Achmea Investment Management B.V. | 71,998 | $42.0M | 0.87% | −5,551−7.2% | Reduced |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 70,658 | $41.2M | 1.56% | +2,368+3.5% | Added |
| Ossiam | 70,629 | $41.2M | 0.66% | −38,495−35.3% | Reduced |
| Elo Mutual Pension Insurance Co | 70,447 | $41.1M | 1.10% | +2,914+4.3% | Added |
| Salem Investment Counselors Inc | 70,377 | $41.0M | 1.41% | +5,991+9.3% | Added |
| Rock Springs Capital Management LP | 69,500 | $40.5M | 1.00% | +69,500 | New |
| Oak Grove Capital LLC | 67,945 | $39.6M | 12.64% | +5,390+8.6% | Added |
| Holistic Financial Partners | 67,678 | $39.5M | 23.73% | −783−1.1% | Reduced |
| Advisors Asset Management, Inc. | 67,499 | $39.3M | 0.80% | −8,116−10.7% | Reduced |
| Gulf International Bank (UK) Ltd | 67,498 | $39.3M | 1.11% | −6,564−8.9% | Reduced |
| Stonegate Investment Group, LLC | 66,718 | $38.9M | 1.29% | −963−1.4% | Reduced |
| Artemis Investment Management LLP | 66,623 | $38.8M | 0.57% | −39,479−37.2% | Reduced |
| Braun Stacey Associates Inc | 66,604 | $38.8M | 1.74% | −5,265−7.3% | Reduced |
| South Dakota Investment Council | 66,286 | $38.6M | 0.82% | −1,900−2.8% | Reduced |
| Guggenheim Capital LLC | 66,256 | $38.6M | 0.29% | −10,777−14.0% | Reduced |
| Beacon Pointe Advisors, LLC | 66,111 | $38.5M | 0.46% | +132+0.2% | Added |
| Wafra Inc. | 66,041 | $38.5M | 2.27% | −66,183−50.1% | Reduced |
| Maryland State Retirement & Pension System | 65,788 | $38.3M | 0.79% | +602+0.9% | Added |
| Rodgers Brothers Inc. | 65,437 | $38.1M | 6.02% | −2,155−3.2% | Reduced |
| Banco Santander, S.A. | 65,419 | $38.1M | 0.45% | +261+0.4% | Added |
| Kestra Advisory Services, LLC | 65,321 | $38.1M | 0.31% | +6,343+10.8% | Added |
| Indie Asset Partners, LLC | 65,127 | $38.0M | 34.25% | +77+0.1% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 65,085 | $37.9M | 0.18% | −45,630−41.2% | Reduced |
| Banque Pictet & Cie SA | 64,958 | $37.9M | 0.43% | −54,286−45.5% | Reduced |
| Sofinnova Investments, Inc. | 64,525 | $37.6M | 2.11% | +64,525 | New |
| Campbell Newman Asset Management Inc | 64,430 | $37.6M | 3.24% | −623−1.0% | Reduced |
| Sequoia Financial Advisors, LLC | 64,323 | $37.5M | 0.47% | +50,378+361.3% | Added |
| CWM, LLC | 63,821 | $37.2M | 0.20% | −48,011−42.9% | Reduced |
| Kentucky Retirement Systems | 63,802 | $37.2M | 1.16% | −123−0.2% | Reduced |
| Adams Diversified Equity Fund, Inc. | 63,568 | $37.1M | 1.46% | 00.0% | Unchanged |
| Ethic Inc. | 62,512 | $36.4M | 1.08% | +1,940+3.2% | Added |
| Modera Wealth Management, LLC | 62,052 | $36.2M | 0.60% | −3,822−5.8% | Reduced |
| First American Bank | 61,780 | $36.0M | 3.01% | −1,866−2.9% | Reduced |
| Liberty One Investment Management, LLC | 60,976 | $35.5M | 4.39% | −1,760−2.8% | Reduced |
| Adviser Investments LLC | 59,077 | $34.4M | 0.49% | +36,293+159.3% | Added |
| Steward Partners Investment Advisory, LLC | 58,895 | $34.3M | 0.46% | +3,401+6.1% | Added |
| IHT Wealth Management, LLC | 58,681 | $34.2M | 1.53% | −656−1.1% | Reduced |
| First Manhattan Co | 58,591 | $34.2M | 0.12% | +99+0.2% | Added |
| Pinnacle Associates Ltd | 58,295 | $34.0M | 0.57% | −4,438−7.1% | Reduced |
| Varma Mutual Pension Insurance Co | 58,073 | $33.9M | 0.38% | −46,000−44.2% | Reduced |
| Pictet & Cie (Europe) SA | 58,017 | $33.8M | 1.00% | +4,070+7.5% | Added |
| Cypress Capital Group | 57,912 | $33.8M | 4.39% | −2,112−3.5% | Reduced |
| Bokf, NA | 57,460 | $33.5M | 0.66% | −2,475−4.1% | Reduced |
| Tobam | 56,906 | $33.2M | 2.90% | −1,635−2.8% | Reduced |
| Teewinot Capital Advisers, L.L.C. | 56,837 | $33.1M | 5.01% | −59,472−51.1% | Reduced |
| Bellevue Group AG | 56,212 | $32.8M | 0.50% | −25,329−31.1% | Reduced |
| J.P. Marvel Investment Advisors, LLC | 56,071 | $32.7M | 6.47% | −284−0.5% | Reduced |
| Fulton Breakefield Broenniman LLC | 55,984 | $32.6M | 2.63% | −653−1.2% | Reduced |