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 |
|---|---|---|---|---|---|
| Edmond de Rothschild Holding S.A. | 54,538 | $31.8M | 0.57% | −28,290−34.2% | Reduced |
| Artisan Partners Limited Partnership | 54,384 | $31.7M | 0.05% | +8,782+19.3% | Added |
| Cetera Advisors LLC | 54,272 | $31.6M | 0.44% | +6,289+13.1% | Added |
| Dodge & Cox | 54,029 | $31.5M | 0.02% | −961−1.7% | Reduced |
| Hudson Valley Investment Advisors Inc | 50,290 | $31.5M | 4.31% | −1,493−2.9% | Reduced |
| Moore Capital Management, LP | 54,000 | $31.5M | 0.76% | +54,000 | New |
| Hartford Investment Management Co | 53,720 | $31.3M | 1.17% | −785−1.4% | Reduced |
| Oak Ridge Investments LLC | 53,573 | $31.2M | 3.59% | +776+1.5% | Added |
| Financial Counselors Inc | 51,922 | $30.3M | 0.54% | +4,003+8.4% | Added |
| Ronald Blue Trust, Inc. | 55,564 | $29.8M | 0.48% | −3,214−5.5% | Reduced |
| Madison Asset Management, LLC | 50,967 | $29.7M | 0.40% | −1,432−2.7% | Reduced |
| Prudential PLC | 50,910 | $29.7M | 0.32% | +2,425+5.0% | Added |
| Terry L. Blaker | 50,800 | $29.6M | 2.43% | +740+1.5% | Added |
| Fullerton Fund Management Co Ltd. | 50,672 | $29.5M | 1.72% | −17,701−25.9% | Reduced |
| Securian Asset Management, Inc | 50,535 | $29.5M | 0.84% | −6,682−11.7% | Reduced |
| ClariVest Asset Management LLC | 50,450 | $29.4M | 1.63% | −9,151−15.4% | Reduced |
| Azimuth Capital Investment Management LLC | 49,995 | $29.1M | 1.31% | −1,042−2.0% | Reduced |
| Farmers & Merchants Investments Inc | 49,899 | $29.1M | 1.06% | −3,962−7.4% | Reduced |
| Whittier Trust Co | 49,610 | $28.9M | 0.47% | −10,227−17.1% | Reduced |
| Foster Dykema Cabot & Partners, LLC | 49,448 | $28.8M | 3.05% | +49,448 | New |
| De Burlo Group Inc | 53,424 | $28.7M | 4.99% | 00.0% | Unchanged |
| Picton Mahoney Asset Management | 49,226 | $28.7M | 1.33% | −12,633−20.4% | Reduced |
| Kingsview Wealth Management, LLC | 49,210 | $28.7M | 0.86% | +6,895+16.3% | Added |
| Investment House LLC | 49,199 | $28.7M | 2.03% | −193−0.4% | Reduced |
| La Banque Postale Asset Management SA | 48,915 | $28.5M | 0.63% | −9,213−15.8% | Reduced |
| Louisiana State Employees Retirement System | 48,200 | $28.1M | 0.58% | −1,200−2.4% | Reduced |
| Valiant Capital Management, L.P. | 48,100 | $28.0M | 3.49% | +10,500+27.9% | Added |
| Marex Group plc | 48,090 | $28.0M | 1.10% | +47,331+6,236.0% | Added |
| Sawtooth Solutions, LLC | 48,079 | $28.0M | 0.77% | +108+0.2% | Added |
| Lansdowne Partners (UK) LLP | 47,845 | $27.9M | 2.05% | +14,994+45.6% | Added |
| Tokio Marine Asset Management Co Ltd | 47,809 | $27.9M | 1.53% | +568+1.2% | Added |
| Maple Capital Management, Inc. | 47,422 | $27.6M | 2.77% | −2,911−5.8% | Reduced |
| Scotia Capital Inc. | 46,853 | $27.3M | 0.18% | +3,478+8.0% | Added |
| Metis Global Partners, LLC | 46,217 | $26.9M | 1.07% | +5,332+13.0% | Added |
| Central Trust Co | 46,210 | $26.9M | 0.72% | −962−2.0% | Reduced |
| Bleakley Financial Group, LLC | 46,164 | $26.9M | 0.86% | +119+0.3% | Added |
| Evercore Wealth Management, LLC | 46,007 | $26.8M | 0.45% | −834−1.8% | Reduced |
| LSV Asset Management | 45,700 | $26.6M | 0.06% | −1,300−2.8% | Reduced |
| Worldquant Millennium Advisors LLC | 45,549 | $26.6M | 0.37% | −52,428−53.5% | Reduced |
| Shell Asset Management Co | 45,106 | $26.3M | 1.21% | −12,465−21.7% | Reduced |
| Ieq Capital, LLC | 45,037 | $26.3M | 0.44% | +3,205+7.7% | Added |
| United Services Automobile Association | 44,645 | $26.0M | 0.58% | −58,289−56.6% | Reduced |
| BKD Wealth Advisors, LLC | 44,597 | $26.0M | 0.72% | +231+0.5% | Added |
| Atria Wealth Solutions, Inc. | 44,293 | $25.8M | 0.32% | +2,171+5.2% | Added |
| Cornerstone Advisors, LLC | 44,000 | $25.6M | 1.13% | −5,500−11.1% | Reduced |
| Hutchens & Kramer Investment Management Group, LLC | 43,914 | $25.6M | 18.04% | −305−0.7% | Reduced |
| Dakota Wealth Management | 43,642 | $25.4M | 0.99% | −50.0% | Reduced |
| Twin Tree Management, LP | 43,528 | $25.4M | 0.46% | +11,007+33.8% | Added |
| Wendell David Associates Inc | 43,514 | $25.4M | 2.73% | +254+0.6% | Added |
| Advisory Services Network, LLC | 43,303 | $25.2M | 0.62% | +2,641+6.5% | Added |
| Magnetar Financial LLC | 43,132 | $25.1M | 0.64% | −19,990−31.7% | Reduced |
| Exchange Traded Concepts, LLC | 43,096 | $25.1M | 0.67% | +2,851+7.1% | Added |
| Williamson Legacy Group, LLC | 42,983 | $25.1M | 23.23% | +42,983 | New |
| Investment Management Corp of Ontario | 42,842 | $25.0M | 0.61% | +42,842 | New |
| South Street Advisors LLC | 42,808 | $25.0M | 4.66% | −39−0.1% | Reduced |
| Atria Investments LLC | 42,200 | $24.6M | 0.38% | +3,370+8.7% | Added |
| Shufro Rose & Co LLC | 45,589 | $24.5M | 2.33% | 00.0% | Unchanged |
| Savant Capital, LLC | 41,650 | $24.3M | 0.31% | −954−2.2% | Reduced |
| Granite Investment Partners, LLC | 41,404 | $24.1M | 0.94% | −345−0.8% | Reduced |
| Northeast Investment Management | 41,312 | $24.1M | 1.29% | +5,563+15.6% | Added |
| Compagnie Lombard Odier SCmA | 41,261 | $24.1M | 0.45% | +23,883+137.4% | Added |
| New Mexico Educational Retirement Board | 41,008 | $23.9M | 0.92% | 00.0% | Unchanged |
| Perigon Wealth Management, LLC | 40,994 | $23.9M | 0.78% | +1,614+4.1% | Added |
| Assetmark, Inc | 40,398 | $23.5M | 0.09% | +1,092+2.8% | Added |
| Oppenheimer Asset Management Inc. | 40,232 | $23.5M | 0.33% | −168−0.4% | Reduced |
| J. Goldman & Co LP | 40,161 | $23.4M | 1.31% | +19,948+98.7% | Added |
| National Asset Management, Inc. | 40,105 | $23.4M | 0.63% | −2,973−6.9% | Reduced |
| Colonial Trust Advisors | 39,653 | $23.1M | 2.45% | −3,254−7.6% | Reduced |
| Brinker Capital Investments, LLC | 36,785 | $23.0M | 0.27% | −1,498−3.9% | Reduced |
| Orion Portfolio Solutions, LLC | 36,785 | $23.0M | 0.27% | −1,498−3.9% | Reduced |
| E. Ohman J:or Asset Management AB | 39,400 | $23.0M | 0.84% | +16,704+73.6% | Added |
| Generate Investment Management Ltd | 39,299 | $22.9M | 1.98% | +39,299 | New |
| Citizens Financial Group Inc | 39,259 | $22.9M | 0.79% | +1,227+3.2% | Added |
| United Capital Financial Advisers, LLC | 38,743 | $22.6M | 0.19% | +11,680+43.2% | Added |
| Jarislowsky, Fraser Ltd | 38,670 | $22.5M | 0.13% | −728−1.8% | Reduced |
| D.A. Davidson & Co. | 38,519 | $22.5M | 0.22% | +4,240+12.4% | Added |
| KCM Investment Advisors LLC | 38,232 | $22.3M | 0.89% | +1,950+5.4% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 38,192 | $22.3M | 0.47% | −68,131−64.1% | Reduced |
| Lido Advisors, LLC | 38,134 | $22.2M | 0.22% | +1,083+2.9% | Added |
| Banco Bilbao Vizcaya Argentaria, S.A. | 38,078 | $22.2M | 0.26% | +709+1.9% | Added |
| 1st Source Bank | 38,062 | $22.2M | 1.34% | −1,571−4.0% | Reduced |
| Employees Provident Fund Board | 37,940 | $22.1M | 0.43% | −97,634−72.0% | Reduced |
| LVM Capital Management Ltd | 37,903 | $22.1M | 2.83% | +1,270+3.5% | Added |
| NTV Asset Management LLC | 37,833 | $22.1M | 3.71% | −1,407−3.6% | Reduced |
| Credit Agricole S A | 37,739 | $22.0M | 0.46% | +14,623+63.3% | Added |
| HB Wealth Management, LLC | 37,614 | $21.9M | 0.32% | +1,903+5.3% | Added |
| Pinnacle Financial Partners Inc | 37,540 | $21.9M | 0.52% | −723−1.9% | Reduced |
| Winslow Asset Management Inc | 37,503 | $21.9M | 4.45% | −402−1.1% | Reduced |
| Avantax Advisory Services, Inc. | 37,374 | $21.8M | 0.22% | +881+2.4% | Added |
| Burney Co | 37,134 | $21.6M | 0.91% | −657−1.7% | Reduced |
| Crossmark Global Holdings, Inc. | 37,122 | $21.6M | 0.45% | −1,602−4.1% | Reduced |
| Gamco Investors, Inc. Et Al | 36,635 | $21.4M | 0.23% | +6,054+19.8% | Added |
| Dorsey & Whitney Trust CO LLC | 36,494 | $21.3M | 1.63% | −1,641−4.3% | Reduced |
| Sheaff Brock Investment Advisors, LLC | 36,422 | $21.2M | 1.90% | −562−1.5% | Reduced |
| Woodley Farra Manion Portfolio Management Inc | 36,406 | $21.2M | 1.27% | +286+0.8% | Added |
| Congress Wealth Management LLC | 36,364 | $21.2M | 0.39% | +3,776+11.6% | Added |
| Chartwell Investment Partners, LLC | 36,239 | $21.1M | 0.74% | +3,709+11.4% | Added |
| Vestor Capital, LLC | 35,932 | $20.9M | 2.00% | +933+2.7% | Added |
| Hancock Whitney Corp | 35,612 | $20.8M | 0.77% | +6,174+21.0% | Added |
| EP Wealth Advisors, LLC | 35,156 | $20.5M | 0.26% | +9,004+34.4% | Added |