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 |
|---|---|---|---|---|---|
| Acadian Asset Management LLC | 34,608 | $20.2M | 0.08% | −15,107−30.4% | Reduced |
| Bamco Inc | 34,592 | $20.2M | 0.05% | 00.0% | Unchanged |
| Cardinal Capital Management | 34,432 | $20.1M | 3.80% | −1,236−3.5% | Reduced |
| Stratos Wealth Partners, LTD. | 34,379 | $20.0M | 0.37% | +1,948+6.0% | Added |
| UniSuper Management Pty Ltd | 34,326 | $20.0M | 0.22% | −6,051−15.0% | Reduced |
| Crestwood Advisors Group LLC | 33,927 | $19.8M | 0.46% | +1,800+5.6% | Added |
| Spire Wealth Management | 31,079 | $19.5M | 0.67% | +2,200+7.6% | Added |
| Alps Advisors Inc | 33,421 | $19.5M | 0.15% | +133+0.4% | Added |
| Liontrust Investment Partners LLP | 33,000 | $19.2M | 0.28% | +17,500+112.9% | Added |
| Soros Fund Management LLCSuperinvestorSoros Fund Management | 33,000 | $19.2M | 0.37% | +33,000 | New |
| TruWealth Advisors, LLC | 32,835 | $19.1M | 1.46% | −5,703−14.8% | Reduced |
| Logan Capital Management Inc | 32,599 | $19.0M | 0.89% | −2,691−7.6% | Reduced |
| Raymond James Trust N.A. | 32,526 | $19.0M | 0.50% | +514+1.6% | Added |
| Metropolitan Life Insurance Co | 32,459 | $18.9M | 0.89% | −534−1.6% | Reduced |
| Independent Advisor Alliance | 32,269 | $18.8M | 0.68% | +544+1.7% | Added |
| Empower Advisory Group, LLC | 32,154 | $18.7M | 0.07% | −2,192−6.4% | Reduced |
| Raub Brock Capital Management LP | 32,077 | $18.7M | 3.92% | −12,536−28.1% | Reduced |
| Tompkins Financial Corp | 31,958 | $18.6M | 2.26% | −2,829−8.1% | Reduced |
| Bridgeway Capital Management, LLC | 31,941 | $18.6M | 0.40% | +365+1.2% | Added |
| Quantinno Capital Management LP | 31,828 | $18.6M | 0.65% | +3,670+13.0% | Added |
| Colony Group, LLC | 31,567 | $18.4M | 0.24% | +31,567 | New |
| Summit Partners Public Asset Management, LLC | 31,542 | $18.4M | 1.00% | +10,241+48.1% | Added |
| Susquehanna Portfolio Strategies, LLC | 31,168 | $18.2M | 0.32% | +31,168 | New |
| Calamos Wealth Management LLC | 31,165 | $18.2M | 1.14% | −238−0.8% | Reduced |
| Meyer Handelman Co | 31,063 | $18.1M | 0.70% | 00.0% | Unchanged |
| Davenport & Co LLC | 31,036 | $18.1M | 0.13% | −466−1.5% | Reduced |
| Wintrust Investments LLC | 31,005 | $18.1M | 1.75% | +17,058+122.3% | Added |
| Atika Capital Management LLC | 31,000 | $18.1M | 2.57% | −1,200−3.7% | Reduced |
| Toroso Investments, LLC | 30,960 | $18.0M | 0.43% | +4,687+17.8% | Added |
| Flputnam Investment Management Co | 30,831 | $18.0M | 0.42% | −352−1.1% | Reduced |
| Balentine LLC | 30,720 | $17.9M | 0.57% | +3,293+12.0% | Added |
| Stephens Inc | 30,528 | $17.8M | 0.31% | +512+1.7% | Added |
| Peachtree Investment Partners, LLC | 30,485 | $17.8M | 7.29% | −898−2.9% | Reduced |
| Impax Asset Management Group plc | 30,268 | $17.6M | 0.07% | +1,560+5.4% | Added |
| La Financiere de L'Echiquier | 30,260 | $17.6M | 0.81% | +28,500+1,619.3% | Added |
| Grey Street Capital, LLC | 30,154 | $17.6M | 8.37% | +4,734+18.6% | Added |
| Eastern Bank | 30,113 | $17.6M | 0.80% | −170−0.6% | Reduced |
| Tang Capital Management LLC | 30,000 | $17.5M | 1.62% | 00.0% | Unchanged |
| Builder Investment Group Inc | 29,930 | $17.4M | 6.27% | −125−0.4% | Reduced |
| Payden & Rygel | 29,920 | $17.4M | 1.27% | 00.0% | Unchanged |
| Vantage Investment Partners, LLC | 29,713 | $17.3M | 1.73% | −1,401−4.5% | Reduced |
| Focus Financial Network Inc | 29,655 | $17.3M | 0.65% | +29,655 | New |
| Empowered Funds, LLC | 29,575 | $17.2M | 0.43% | +7,229+32.4% | Added |
| Kestra Private Wealth Services, LLC | 29,472 | $17.2M | 0.44% | +908+3.2% | Added |
| Sirios Capital Management L P | 29,073 | $16.9M | 3.46% | −4,816−14.2% | Reduced |
| City Holding Co | 29,073 | $16.9M | 2.73% | −877−2.9% | Reduced |
| Greenleaf Trust | 29,034 | $16.9M | 0.18% | +5,210+21.9% | Added |
| Montag A & Associates Inc | 29,011 | $16.9M | 0.94% | −847−2.8% | Reduced |
| Journey Advisory Group, LLC | 28,818 | $16.8M | 2.28% | −290−1.0% | Reduced |
| Meiji Yasuda Life Insurance Co | 28,693 | $16.7M | 0.36% | +5,132+21.8% | Added |
| Parsons Capital Management Inc | 28,569 | $16.7M | 1.19% | +1,468+5.4% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 28,409 | $16.6M | 1.16% | −132−0.5% | Reduced |
| Bridger Management, LLC | 28,076 | $16.4M | 6.27% | 00.0% | Unchanged |
| Norinchukin Bank, The | 28,031 | $16.3M | 0.38% | −2,760−9.0% | Reduced |
| Integral Health Asset Management, LLC | 28,000 | $16.3M | 2.36% | +3,000+12.0% | Added |
| Vinva Investment Management Ltd | 28,098 | $16.3M | 1.13% | +4,196+17.6% | Added |
| Trust Co of Toledo NA | 27,922 | $16.3M | 2.80% | +1,046+3.9% | Added |
| Quest Investment Management LLC | 27,777 | $16.2M | 2.03% | +17,316+165.5% | Added |
| Empirical Finance, LLC | 27,712 | $16.2M | 1.13% | +174+0.6% | Added |
| Bedrijfstakpensioenfonds Voor de Media Pno | 30,600 | $16.1M | 2.39% | 00.0% | Unchanged |
| Jag Capital Management, LLC | 27,570 | $16.1M | 2.46% | −4,340−13.6% | Reduced |
| Hudson Bay Capital Management LP | 27,559 | $16.1M | 0.14% | +7,559+37.8% | Added |
| Sawgrass Asset Management LLC | 27,320 | $15.9M | 1.79% | −792−2.8% | Reduced |
| Mogy Joel R Investment Counsel Inc | 27,177 | $15.8M | 1.20% | +7,733+39.8% | Added |
| Sound View Wealth Advisors Group, LLC | 27,143 | $15.8M | 1.75% | −695−2.5% | Reduced |
| JW Asset Management, LLC | 27,000 | $15.7M | 8.98% | 00.0% | Unchanged |
| Arthur M. Cohen & Associates, LLC | 26,853 | $15.7M | 3.68% | −2,309−7.9% | Reduced |
| First American Trust, FSB | 26,825 | $15.6M | 1.94% | −1,756−6.1% | Reduced |
| Cary Street Partner Investment Advisory LLC | 26,760 | $15.6M | 0.74% | +731+2.8% | Added |
| Envestnet Portfolio Solutions, Inc. | 26,659 | $15.5M | 0.06% | −983−3.6% | Reduced |
| Walter & Keenan Financial Consulting Co | 26,579 | $15.5M | 5.54% | −1,024−3.7% | Reduced |
| Sectoral Asset Management Inc | 26,565 | $15.5M | 6.67% | +3,300+14.2% | Added |
| Salomon & Ludwin, LLC | 28,793 | $15.5M | 1.61% | 00.0% | Unchanged |
| Wetherby Asset Management Inc | 26,502 | $15.4M | 0.81% | +233+0.9% | Added |
| Integrated Wealth Concepts LLC | 26,444 | $15.4M | 0.25% | +162+0.6% | Added |
| Capital Investment Advisors, LLC | 26,274 | $15.3M | 0.38% | +27+0.1% | Added |
| Lombard Odier Asset Management (Switzerland) SA | 26,228 | $15.3M | 2.05% | −3,524−11.8% | Reduced |
| Chicago Capital, LLC | 26,195 | $15.3M | 0.55% | +6,040+30.0% | Added |
| Bartlett & Co. Wealth Management LLC | 26,169 | $15.2M | 0.25% | +505+2.0% | Added |
| Bartlett & Co. LLC | 26,169 | $15.2M | 0.25% | +505+2.0% | Added |
| Abner Herrman & Brock LLC | 25,999 | $15.2M | 2.13% | +17,889+220.6% | Added |
| Jefferies Financial Group Inc. | 25,735 | $15.0M | 0.24% | −9,135−26.2% | Reduced |
| HRT Financial LP | 25,675 | $15.0M | 0.11% | +12,487+94.7% | Added |
| Spinnaker Trust | 25,524 | $14.9M | 1.01% | +16+0.1% | Added |
| King Wealth | 25,340 | $14.8M | 2.86% | +7,126+39.1% | Added |
| London Co of Virginia | 25,313 | $14.8M | 0.08% | −341−1.3% | Reduced |
| DuPont Capital Management Corp | 25,289 | $14.7M | 1.29% | −19,692−43.8% | Reduced |
| Trust Co of Virginia | 25,248 | $14.7M | 1.48% | −178−0.7% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 25,240 | $14.7M | 0.38% | +71+0.3% | Added |
| Johnson Investment Counsel Inc | 25,160 | $14.7M | 0.17% | +284+1.1% | Added |
| Core Alternative Capital | 25,111 | $14.6M | 2.51% | −11,468−31.4% | Reduced |
| Essex Financial Services, Inc. | 25,081 | $14.6M | 1.51% | −281−1.1% | Reduced |
| First National Trust Co | 25,081 | $14.6M | 0.64% | −330−1.3% | Reduced |
| Chronos Wealth Management, LLC | 25,001 | $14.6M | 9.27% | −1,918−7.1% | Reduced |
| Great Lakes Advisors, LLC | 24,914 | $14.5M | 0.14% | −3,655−12.8% | Reduced |
| Freestone Capital Holdings, LLC | 24,807 | $14.5M | 0.65% | +439+1.8% | Added |
| Hennion & Walsh Asset Management, Inc. | 24,796 | $14.5M | 0.83% | −2,128−7.9% | Reduced |
| Rice Partnership, LLC | 24,724 | $14.4M | 3.76% | −1,160−4.5% | Reduced |
| SG Americas Securities, LLC | 24,599 | $14.3M | 0.16% | −108,520−81.5% | Reduced |
| Anderson Hoagland & Co | 22,563 | $14.3M | 1.76% | 00.0% | Unchanged |