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
- 3,276
- +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 | $942.8B |
| 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 |
|---|---|---|---|---|---|
| Siemens Fonds Invest GmbH | 18,483 | $10.8M | 0.88% | −254−1.4% | Reduced |
| Argyle Capital Management Inc. | 18,467 | $10.8M | 4.46% | −3,715−16.7% | Reduced |
| Associated Banc-Corp | 18,366 | $10.7M | 0.37% | +1,919+11.7% | Added |
| Avitas Wealth Management LLC | 18,258 | $10.6M | 1.78% | +421+2.4% | Added |
| Close Asset Management Ltd | 18,224 | $10.6M | 0.44% | +12,722+231.2% | Added |
| Alaska Permanent Fund Corp | 18,179 | $10.6M | 0.17% | −5,764−24.1% | Reduced |
| Weiss Multi-Strategy Advisers LLC | 18,126 | $10.6M | 0.27% | +1,471+8.8% | Added |
| Hantz Financial Services, Inc. | 18,021 | $10.5M | 0.23% | −370−2.0% | Reduced |
| Wealth Advisory Solutions, LLC | 18,021 | $10.5M | 3.67% | +300+1.7% | Added |
| Senator Investment Group LP | 18,000 | $10.5M | 0.45% | −17,000−48.6% | Reduced |
| Codex Capital, L.L.C. | 18,000 | $10.5M | 6.12% | −150−0.8% | Reduced |
| AIA Group Ltd | 17,719 | $10.3M | 0.42% | +467+2.7% | Added |
| Private Advisory Group LLC | 17,694 | $10.3M | 1.79% | +906+5.4% | Added |
| Laurel Wealth Advisors LLC | 17,678 | $10.3M | 1.97% | −478−2.6% | Reduced |
| Finer Wealth Management, Inc. | 17,644 | $10.3M | 7.66% | −299−1.7% | Reduced |
| Northside Capital Management, LLC | 17,625 | $10.3M | 3.22% | 00.0% | Unchanged |
| James Investment Research Inc | 17,592 | $10.3M | 1.29% | −2,006−10.2% | Reduced |
| Trust Investment Advisors | 17,582 | $10.2M | 7.99% | −529−2.9% | Reduced |
| Kovitz Investment Group Partners, LLC | 17,563 | $10.2M | 0.17% | −1,730−9.0% | Reduced |
| Thoroughbred Financial Services, LLC | 17,553 | $10.2M | 0.83% | +3,115+21.6% | Added |
| Rossmore Private Capital | 17,400 | $10.1M | 1.43% | +80+0.5% | Added |
| Perfromance Wealth Partners, LLC | 17,387 | $10.1M | 0.45% | +2,481+16.6% | Added |
| JLB & Associates Inc | 17,371 | $10.1M | 1.46% | −690−3.8% | Reduced |
| Biondo Investment Advisors, LLC | 17,123 | $9.98M | 1.70% | +524+3.2% | Added |
| Brown Brothers Harriman & Co | 17,074 | $9.95M | 0.08% | +80+0.5% | Added |
| Monetary Management Group Inc | 17,065 | $9.95M | 3.10% | −185−1.1% | Reduced |
| Peoples Financial Services Corp. | 17,034 | $9.93M | 4.30% | −111−0.6% | Reduced |
| North Star Asset Management Inc | 17,008 | $9.91M | 0.51% | −529−3.0% | Reduced |
| Richard Bernstein Advisors LLC | 16,983 | $9.90M | 0.22% | −2,170−11.3% | Reduced |
| Vident Advisory, LLC | 16,963 | $9.89M | 0.25% | −3,668−17.8% | Reduced |
| Great Valley Advisor Group, Inc. | 16,956 | $9.88M | 0.35% | −1,672−9.0% | Reduced |
| Ascent Group, LLC | 13,397 | $9.88M | 0.94% | +170+1.3% | Added |
| Point72 Middle East FZE | 16,924 | $9.87M | 0.68% | +16,924 | New |
| McKinley Capital Management LLC /Delaware | 16,888 | $9.84M | 1.26% | +9,213+120.0% | Added |
| Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD | 16,539 | $9.63M | 0.66% | 00.0% | Unchanged |
| Centric Wealth Management | 13,537 | $9.56M | 3.15% | +156+1.2% | Added |
| Tocqueville Asset Management L.P. | 16,392 | $9.56M | 0.17% | +8,429+105.9% | Added |
| Amica Mutual Insurance Co | 16,316 | $9.51M | 1.03% | −1,672−9.3% | Reduced |
| Boston Private Wealth LLC | 16,304 | $9.50M | 0.23% | +362+2.3% | Added |
| GTS Securities LLC | 16,245 | $9.47M | 0.20% | +9,526+141.8% | Added |
| Gifford Fong Associates | 16,100 | $9.38M | 2.00% | 00.0% | Unchanged |
| Texas Capital Bank Wealth Management Services Inc | 16,044 | $9.35M | 1.11% | −814−4.8% | Reduced |
| Miura Global Management, LLC | 16,000 | $9.33M | 5.22% | +1,000+6.7% | Added |
| Kinneret Advisory, LLC | 15,945 | $9.29M | 1.03% | −102−0.6% | Reduced |
| Bell & Brown Wealth Advisors, LLC | 15,933 | $9.29M | 4.32% | +15,933 | New |
| Birmingham Capital Management Co Inc | 15,930 | $9.29M | 3.67% | −590−3.6% | Reduced |
| Dynamic Advisor Solutions LLC | 14,964 | $9.26M | 0.34% | +347+2.4% | Added |
| Sandy Spring Bank | 15,836 | $9.23M | 0.46% | +905+6.1% | Added |
| HealthInvest Partners AB | 15,805 | $9.21M | 7.21% | +15,805 | New |
| Dorsey Wright & Associates | 15,788 | $9.20M | 2.80% | −1,056−6.3% | Reduced |
| ROI Financial Advisors, LLC | 15,750 | $9.18M | 7.60% | +15,750 | New |
| Nomura Holdings Inc | 15,738 | $9.17M | 0.08% | +10,863+222.8% | Added |
| NWK Group, Inc. | 15,687 | $9.14M | 4.70% | +285+1.9% | Added |
| Talbot Financial, LLC | 15,664 | $9.13M | 1.37% | +526+3.5% | Added |
| TD Private Client Wealth LLC | 15,648 | $9.12M | 0.33% | −1,243−7.4% | Reduced |
| Patten & Patten Inc | 15,635 | $9.11M | 0.75% | −1,853−10.6% | Reduced |
| Chilton Capital Management LLC | 15,632 | $9.11M | 0.46% | −10.0% | Reduced |
| Alpha Cubed Investments, LLC | 15,511 | $9.04M | 0.51% | −1,187−7.1% | Reduced |
| Indiana Trust & Investment Management CO | 15,500 | $9.04M | 4.08% | +780+5.3% | Added |
| Sage Advisors, LLC | 15,422 | $8.99M | 8.93% | +15,422 | New |
| Hyman Charles D | 15,403 | $8.98M | 0.54% | −20−0.1% | Reduced |
| Veriti Management LLC | 15,374 | $8.96M | 0.80% | +2,433+18.8% | Added |
| CMH Wealth Management LLC | 15,363 | $8.96M | 2.17% | −190−1.2% | Reduced |
| Harbor Capital Advisors, Inc. | 15,341 | $8.94M | 1.74% | −429−2.7% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 15,302 | $8.92M | 0.85% | +537+3.6% | Added |
| Lincoln National Corp | 15,291 | $8.91M | 0.16% | +494+3.3% | Added |
| Park Avenue Securities LLC | 15,209 | $8.87M | 0.12% | +291+2.0% | Added |
| Wolverine Trading, LLC | 15,196 | $8.86M | 0.07% | +12,906+563.6% | Added |
| Symmetry Partners, LLC | 15,194 | $8.82M | 0.48% | −939−5.8% | Reduced |
| Strategy Asset Managers LLC | 15,129 | $8.82M | 2.09% | +8,883+142.2% | Added |
| StemPoint Capital LP | 15,067 | $8.78M | 2.37% | +15,067 | New |
| GAM Holding AG | 15,046 | $8.77M | 0.65% | +833+5.9% | Added |
| NatWest Group plc | 15,005 | $8.75M | 3.66% | −2,333−13.5% | Reduced |
| Sivik Global Healthcare LLC | 15,000 | $8.74M | 3.65% | 00.0% | Unchanged |
| Quantitative Investment Management, LLC | 14,985 | $8.73M | 0.50% | +14,985 | New |
| Broadleaf Partners, LLC | 14,971 | $8.73M | 2.56% | −4,677−23.8% | Reduced |
| Marietta Wealth Management, LLC | 14,926 | $8.70M | 1.55% | −481−3.1% | Reduced |
| Hartford Financial Management Inc. | 14,911 | $8.69M | 1.97% | −10.0% | Reduced |
| RNC Capital Management LLC | 14,887 | $8.68M | 0.52% | −103−0.7% | Reduced |
| Jacobi Capital Management LLC | 14,866 | $8.67M | 0.89% | −1,528−9.3% | Reduced |
| Concurrent Investment Advisors, LLC | 14,839 | $8.65M | 0.41% | +14,839 | New |
| Wolff Financial Management LLC | 14,837 | $8.65M | 2.67% | +10.0% | Added |
| Fi3 FINANCIAL ADVISORS, LLC | 14,829 | $8.64M | 4.12% | +31+0.2% | Added |
| Transcend Wealth Collective, LLC | 14,781 | $8.62M | 0.76% | +336+2.3% | Added |
| Ashton Thomas Private Wealth, LLC | 14,765 | $8.61M | 0.54% | +339+2.3% | Added |
| Wilbanks Smith & Thomas Asset Management LLC | 14,754 | $8.60M | 0.26% | −32−0.2% | Reduced |
| Americana Partners, LLC | 14,706 | $8.58M | 0.82% | +1,153+8.5% | Added |
| Creative Financial Designs Inc | 14,682 | $8.56M | 0.87% | −1,301−8.1% | Reduced |
| Global Retirement Partners, LLC | 13,416 | $8.51M | 0.36% | +583+4.5% | Added |
| Timber Creek Capital Management LLC | 14,599 | $8.51M | 2.90% | −738−4.8% | Reduced |
| Longbow Finance SA | 14,543 | $8.48M | 0.86% | −2,802−16.2% | Reduced |
| Neville Rodie & Shaw Inc | 14,450 | $8.42M | 0.69% | +1,420+10.9% | Added |
| Wahed Invest LLC | 14,429 | $8.41M | 2.36% | +964+7.2% | Added |
| Connectus Wealth, LLC | 14,407 | $8.40M | 0.17% | −1,441−9.1% | Reduced |
| SageView Advisory Group, LLC | 13,012 | $8.39M | 0.36% | +3,568+37.8% | Added |
| Intrust Bank NA | 14,367 | $8.37M | 0.97% | −203−1.4% | Reduced |
| Twin Capital Management Inc | 14,335 | $8.36M | 1.09% | −4,749−24.9% | Reduced |
| Greenwood Capital Associates LLC | 14,230 | $8.29M | 1.07% | −399−2.7% | Reduced |
| Anchor Investment Management, LLC | 14,209 | $8.28M | 0.95% | +249+1.8% | Added |
| Sphera Funds Management Ltd. | 14,190 | $8.27M | 1.54% | 00.0% | Unchanged |