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 |
|---|---|---|---|---|---|
| SkyOak Wealth, LLC | 24,439 | $14.2M | 3.71% | −873−3.4% | Reduced |
| HM Payson & Co | 24,400 | $14.2M | 0.29% | −1,132−4.4% | Reduced |
| Ameritas Investment Partners, Inc. | 24,358 | $14.2M | 0.52% | −1,264−4.9% | Reduced |
| Connors Investor Services Inc | 24,266 | $14.1M | 1.59% | −4,574−15.9% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 24,243 | $14.1M | 0.64% | −759−3.0% | Reduced |
| Banque Cantonale Vaudoise | 24,120 | $14.1M | 0.61% | −13,710−36.2% | Reduced |
| Navellier & Associates Inc | 24,106 | $14.1M | 2.11% | +2,254+10.3% | Added |
| Jackson Square Capital, LLC | 24,048 | $14.0M | 4.51% | −101−0.4% | Reduced |
| Partnership Wealth Management, LLC | 21,700 | $14.0M | 10.56% | +21,700 | New |
| Signaturefd, LLC | 23,973 | $14.0M | 0.32% | +598+2.6% | Added |
| Buckingham Strategic Wealth, LLC | 23,968 | $14.0M | 0.17% | −988−4.0% | Reduced |
| Ardevora Asset Management LLP | 23,952 | $14.0M | 1.24% | −11,228−31.9% | Reduced |
| Brookstone Capital Management | 23,918 | $13.9M | 0.27% | +1,170+5.1% | Added |
| Alerus Financial NA | 23,836 | $13.9M | 1.13% | +6,246+35.5% | Added |
| Davis R M Inc | 23,781 | $13.9M | 0.32% | +11,539+94.3% | Added |
| Tudor Investment Corp Et Al | 23,739 | $13.8M | 0.19% | +12,993+120.9% | Added |
| Axxcess Wealth Management, LLC | 23,677 | $13.8M | 0.41% | +2,761+13.2% | Added |
| Copeland Capital Management, LLC | 23,577 | $13.7M | 0.28% | +9,318+65.3% | Added |
| Coldstream Capital Management Inc | 23,545 | $13.7M | 0.38% | +94+0.4% | Added |
| KMG Fiduciary Partners, LLC | 23,483 | $13.7M | 1.59% | −190−0.8% | Reduced |
| Jacobs & Co | 23,388 | $13.6M | 1.55% | −1,263−5.1% | Reduced |
| Snowden Capital Advisors LLC | 23,353 | $13.6M | 0.52% | +4,792+25.8% | Added |
| Aptus Capital Advisors, LLC | 23,345 | $13.6M | 0.40% | −23−0.1% | Reduced |
| Rowland & Co Investment Counsel | 23,324 | $13.6M | 3.12% | −737−3.1% | Reduced |
| Trifecta Capital Advisors, LLC | 23,322 | $13.6M | 3.76% | −2,463−9.6% | Reduced |
| Busey Wealth Management | 23,270 | $13.6M | 0.52% | +202+0.9% | Added |
| Shelton Capital Management | 23,268 | $13.6M | 0.43% | +1,620+7.5% | Added |
| Parallel Advisors, LLC | 23,166 | $13.5M | 0.40% | +106+0.5% | Added |
| Westpac Banking Corp | 23,131 | $13.5M | 1.11% | −17,565−43.2% | Reduced |
| Ritholtz Wealth Management | 23,082 | $13.5M | 0.52% | −1,564−6.3% | Reduced |
| Caldwell Trust Co | 23,018 | $13.4M | 1.69% | +140+0.6% | Added |
| Donaldson Capital Management, LLC | 22,979 | $13.4M | 0.60% | −17,292−42.9% | Reduced |
| Argent Trust Co | 22,958 | $13.4M | 0.67% | +839+3.8% | Added |
| Foundations Investment Advisors, LLC | 20,168 | $13.3M | 0.36% | +10,128+100.9% | Added |
| Huber Capital Management LLC | 22,837 | $13.3M | 3.35% | −100−0.4% | Reduced |
| GLOBALT Investments LLC | 22,813 | $13.3M | 0.55% | +22,813 | New |
| iA Global Asset Management Inc. | 22,790 | $13.3M | 0.31% | −2,280−9.1% | Reduced |
| Palisade Asset Management, LLC | 22,709 | $13.2M | 1.45% | +229+1.0% | Added |
| Clearstead Advisors, LLC | 20,686 | $13.1M | 0.70% | −226−1.1% | Reduced |
| HighPoint Advisor Group LLC | 16,946 | $13.1M | 0.94% | +16,946 | New |
| Sandler Capital Management | 22,441 | $13.1M | 1.69% | +2,791+14.2% | Added |
| Cypress Asset Management Inc | 22,289 | $13.0M | 3.91% | +595+2.7% | Added |
| Traynor Capital Management, Inc. | 22,270 | $13.0M | 1.50% | +5,212+30.6% | Added |
| McGowan Group Asset Management, Inc. | 22,240 | $13.0M | 2.08% | −63−0.3% | Reduced |
| Schmidt P J Investment Management Inc | 20,268 | $13.0M | 2.57% | −4,019−16.5% | Reduced |
| Jamison Private Wealth Management, Inc. | 22,067 | $12.9M | 2.41% | −329−1.5% | Reduced |
| Wesbanco Bank Inc | 22,014 | $12.8M | 0.73% | −8,789−28.5% | Reduced |
| Northwest & Ethical Investments L.P. | 21,982 | $12.8M | 0.39% | −3,440−13.5% | Reduced |
| Covington Investment Advisors Inc. | 21,945 | $12.8M | 2.32% | +78+0.4% | Added |
| Hartline Investment Corp | 21,934 | $12.8M | 2.07% | +248+1.1% | Added |
| Williams Jones Wealth Management, LLC. | 21,791 | $12.7M | 0.18% | +815+3.9% | Added |
| Mirova | 21,712 | $12.7M | 2.59% | −2,456−10.2% | Reduced |
| Ferguson Wellman Capital Management, Inc | 21,698 | $12.6M | 0.28% | −643−2.9% | Reduced |
| NJ State Employees Deferred Compensation Plan | 21,660 | $12.6M | 1.74% | −900−4.0% | Reduced |
| Everence Capital Management Inc | 21,650 | $12.6M | 0.90% | 00.0% | Unchanged |
| Capital Group Investment Management Pte. Ltd. | 21,590 | $12.6M | 1.32% | −361−1.6% | Reduced |
| Bath Savings Trust Co | 21,564 | $12.6M | 1.41% | +257+1.2% | Added |
| Cadinha & Co LLC | 21,560 | $12.6M | 2.01% | +488+2.3% | Added |
| SeaCrest Wealth Management, LLC | 20,302 | $12.6M | 1.55% | +1,065+5.5% | Added |
| Chesley Taft & Associates LLC | 21,515 | $12.5M | 0.70% | +3,864+21.9% | Added |
| Meitav Dash Investments Ltd | 21,506 | $12.5M | 0.18% | 00.0% | Unchanged |
| Sumitomo Life Insurance Co | 21,427 | $12.5M | 0.39% | +1,450+7.3% | Added |
| Independent Financial Group, LLC | 21,307 | $12.4M | 0.66% | +2,261+11.9% | Added |
| Chicago Partners Investment Group LLC | 19,431 | $12.3M | 0.57% | −1,502−7.2% | Reduced |
| Venturi Wealth Management, LLC | 21,045 | $12.3M | 0.87% | −87−0.4% | Reduced |
| L & S Advisors Inc | 20,813 | $12.1M | 1.48% | −14,572−41.2% | Reduced |
| Wedbush Securities Inc | 20,725 | $12.1M | 0.54% | +1,906+10.1% | Added |
| Eagle Asset Management Inc | 20,546 | $12.0M | 0.06% | −728−3.4% | Reduced |
| TSP Capital Management Group, LLC | 20,400 | $11.9M | 4.12% | −1,500−6.8% | Reduced |
| FJ Investments, LLC | 20,343 | $11.9M | 0.56% | +20,343 | New |
| Moors & Cabot, Inc. | 20,319 | $11.8M | 0.74% | −85−0.4% | Reduced |
| Sanibel Captiva Trust Company, Inc. | 20,254 | $11.8M | 0.44% | +20,254 | New |
| GYL Financial Synergies, LLC | 20,215 | $11.8M | 0.97% | +2,614+14.9% | Added |
| Cheyne Capital Management (UK) LLP | 20,154 | $11.7M | 42.18% | +1,184+6.2% | Added |
| Dana Investment Advisors, Inc. | 20,125 | $11.7M | 0.57% | +16,106+400.7% | Added |
| Spectrum Wealth Counsel, LLC | 20,084 | $11.7M | 1.62% | +20,084 | New |
| Harbour Capital Advisors, LLC | 18,886 | $11.7M | 3.20% | +29+0.2% | Added |
| TownSquare Capital, LLC | 19,933 | $11.6M | 0.20% | +556+2.9% | Added |
| Bender Robert & Associates | 19,813 | $11.5M | 2.91% | +22+0.1% | Added |
| Coastline Trust Co | 19,754 | $11.5M | 1.53% | +909+4.8% | Added |
| Alberta Investment Management Corp | 19,700 | $11.5M | 0.11% | −35,087−64.0% | Reduced |
| Gouws Capital LLC | 19,693 | $11.5M | 9.35% | −990−4.8% | Reduced |
| FineMark National Bank & Trust | 19,691 | $11.5M | 0.47% | −38−0.2% | Reduced |
| Choate Investment Advisors | 19,604 | $11.4M | 0.35% | +1,445+8.0% | Added |
| Barometer Capital Management Inc. | 19,552 | $11.4M | 3.23% | −4,598−19.0% | Reduced |
| Pallas Capital Advisors LLC | 19,441 | $11.3M | 0.60% | +453+2.4% | Added |
| Beacon Investment Advisory Services, Inc. | 19,114 | $11.1M | 0.51% | −80−0.4% | Reduced |
| CX Institutional | 19,094 | $11.1M | 0.60% | −2,903−13.2% | Reduced |
| American Financial Advisors, LLC | 19,028 | $11.1M | 1.64% | −1,671−8.1% | Reduced |
| First National Bank of Omaha | 18,966 | $11.1M | 0.70% | −6,732−26.2% | Reduced |
| Narwhal Capital Management | 18,939 | $11.0M | 1.21% | −632−3.2% | Reduced |
| Bradley Foster & Sargent Inc | 18,900 | $11.0M | 0.21% | −2,418−11.3% | Reduced |
| Washington Trust Co | 18,892 | $11.0M | 0.44% | +2,671+16.5% | Added |
| SJS Investment Consulting Inc. | 18,832 | $11.0M | 2.48% | −90.0% | Reduced |
| Gimbal Financial | 18,785 | $11.0M | 10.98% | +18,785 | New |
| HBK Sorce Advisory LLC | 18,718 | $10.9M | 0.42% | −1,622−8.0% | Reduced |
| Gunderson Capital Management Inc. | 18,658 | $10.9M | 6.21% | +7,327+64.7% | Added |
| Cubist Systematic Strategies, LLC | 18,651 | $10.9M | 0.13% | +2,049+12.3% | Added |
| Ziegler Capital Management, LLC | 18,573 | $10.8M | 0.49% | −1,040−5.3% | Reduced |
| Colonial Trust Co | 18,507 | $10.8M | 2.25% | +966+5.5% | Added |