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 |
|---|---|---|---|---|---|
| Fairfield Financial Advisors, LTD | 14,184 | $8.27M | 3.15% | +592+4.4% | Added |
| Mitchell Sinkler & Starr | 14,161 | $8.25M | 1.50% | +5,704+67.4% | Added |
| Cable Hill Partners, LLC | 13,154 | $8.23M | 1.01% | −348−2.6% | Reduced |
| Princeton Capital Management LLC | 14,034 | $8.18M | 3.30% | +183+1.3% | Added |
| Edge Capital Group, LLC | 13,982 | $8.15M | 0.45% | +530+3.9% | Added |
| Abn Amro Investment Solutions | 13,898 | $8.10M | 0.14% | −1,338−8.8% | Reduced |
| WESPAC Advisors SoCal, LLC | 13,883 | $8.09M | 2.36% | +13,883 | New |
| Waldron Private Wealth LLC | 13,832 | $8.06M | 0.38% | −60.0% | Reduced |
| Ballentine Partners, LLC | 13,793 | $8.04M | 0.16% | +1,069+8.4% | Added |
| South State Corp. | 13,738 | $8.01M | 0.68% | −428−3.0% | Reduced |
| Sigma Planning Corp | 13,715 | $7.99M | 0.63% | −7,526−35.4% | Reduced |
| Sustainable Insight Capital Management, LLC | 13,688 | $7.98M | 6.50% | +4,731+52.8% | Added |
| Apollon Wealth Management, LLC | 13,679 | $7.97M | 0.28% | +4,609+50.8% | Added |
| Cullen Investment Group, Ltd. | 13,659 | $7.96M | 1.39% | +13,659 | New |
| Boyd Watterson Asset Management LLC | 13,651 | $7.96M | 3.14% | +1,510+12.4% | Added |
| Cornerstone Wealth Group, LLC | 13,640 | $7.95M | 1.14% | +195+1.5% | Added |
| Naples Global Advisors, LLC | 13,633 | $7.95M | 0.87% | −639−4.5% | Reduced |
| Optimas Capital Ltd | 13,632 | $7.95M | 7.50% | −2,254−14.2% | Reduced |
| Wellington Shields & Co., LLC | 13,612 | $7.93M | 2.93% | +423+3.2% | Added |
| Glynn Capital Management LLC | 13,490 | $7.86M | 1.47% | 00.0% | Unchanged |
| ExodusPoint Capital Management, LP | 13,478 | $7.86M | 0.10% | −29,910−68.9% | Reduced |
| Home Federal Bank of Tennessee | 13,466 | $7.85M | 2.63% | −645−4.6% | Reduced |
| Hilton Capital Management, LLC | 13,462 | $7.85M | 0.84% | +895+7.1% | Added |
| Federation des caisses Desjardins du Quebec | 13,452 | $7.84M | 0.07% | −2,768−17.1% | Reduced |
| Jump Financial, LLC | 13,435 | $7.83M | 0.25% | −16,606−55.3% | Reduced |
| Jaffetilchin Investment Partners, LLC | 13,372 | $7.79M | 0.76% | −499−3.6% | Reduced |
| Highland Capital Management, LLC | 13,350 | $7.78M | 0.48% | +360+2.8% | Added |
| Fiera Capital Corp | 13,316 | $7.76M | 0.02% | −1,635−10.9% | Reduced |
| TCW Group Inc | 13,361 | $7.76M | 0.09% | +13,361 | New |
| Affinity Wealth Management LLC | 13,221 | $7.71M | 1.58% | +305+2.4% | Added |
| Roanoke Asset Management Corp | 13,205 | $7.70M | 2.85% | −290−2.1% | Reduced |
| Nwam LLC | 13,141 | $7.66M | 0.62% | +1,562+13.5% | Added |
| Triasima Portfolio Management inc. | 13,127 | $7.65M | 0.63% | −1,344−9.3% | Reduced |
| Ameritas Advisory Services, LLC | 11,364 | $7.65M | 0.42% | −769−6.3% | Reduced |
| Great Lakes Retirement, Inc. | 13,122 | $7.65M | 1.26% | +999+8.2% | Added |
| Osterweis Capital Management Inc | 13,098 | $7.64M | 0.48% | −586−4.3% | Reduced |
| Walleye Capital LLC | 13,092 | $7.63M | 0.11% | +13,092 | New |
| Money Concepts Capital Corp | 12,992 | $7.58M | 0.70% | −519−3.8% | Reduced |
| Profund Advisors LLC | 13,003 | $7.58M | 0.33% | −366−2.7% | Reduced |
| Bailard, Inc. | 12,987 | $7.57M | 0.22% | +576+4.6% | Added |
| First Long Island Investors, LLC | 12,965 | $7.56M | 0.67% | −99−0.8% | Reduced |
| Diversified Trust Co | 12,834 | $7.48M | 0.25% | −119−0.9% | Reduced |
| Perkins Capital Management Inc | 12,767 | $7.44M | 6.36% | −265−2.0% | Reduced |
| Smith Group Asset Management, LLC | 12,749 | $7.43M | 0.43% | +12,749 | New |
| Point72 Hong Kong Ltd | 12,700 | $7.40M | 0.46% | +12,700 | New |
| NEOS Investment Management LLC | 12,673 | $7.39M | 0.70% | +5,025+65.7% | Added |
| First Horizon Advisors, Inc. | 12,663 | $7.38M | 0.24% | −416−3.2% | Reduced |
| Wade G W & Inc | 12,639 | $7.37M | 0.24% | −790−5.9% | Reduced |
| International Assets Investment Management, LLC | 12,597 | $7.34M | 0.93% | +632+5.3% | Added |
| Mitchell Capital Management Co | 12,571 | $7.33M | 1.54% | +138+1.1% | Added |
| LMCG Investments, LLC | 12,517 | $7.30M | 0.45% | −335−2.6% | Reduced |
| Prospera Financial Services Inc | 12,505 | $7.29M | 0.24% | +706+6.0% | Added |
| Baker Avenue Asset Management, LP | 12,505 | $7.29M | 0.32% | +810+6.9% | Added |
| Bremer Bank National Association | 12,502 | $7.29M | 1.36% | −4,755−27.6% | Reduced |
| BancorpSouth Bank | 12,476 | $7.27M | 0.59% | −175−1.4% | Reduced |
| Mutual Advisors, LLC | 12,401 | $7.23M | 0.25% | +2,098+20.4% | Added |
| SevenBridge Financial Group, LLC | 12,385 | $7.22M | 1.71% | 00.0% | Unchanged |
| United Capital Management of KS, Inc. | 12,372 | $7.21M | 2.18% | −368−2.9% | Reduced |
| Harvey Investment Co LLC | 12,345 | $7.20M | 0.87% | −99−0.8% | Reduced |
| Conning Inc. | 12,342 | $7.19M | 0.25% | −84−0.7% | Reduced |
| Jupiter Asset Management Ltd | 12,311 | $7.18M | 0.07% | +400+3.4% | Added |
| Essential Planning, LLC. | 12,297 | $7.17M | 3.62% | +10.0% | Added |
| Nicholas Hoffman & Company, LLC. | 12,262 | $7.15M | 0.43% | −86−0.7% | Reduced |
| Gladstone Institutional Advisory LLC | 12,251 | $7.14M | 0.40% | −48−0.4% | Reduced |
| Essex Savings Bank | 12,236 | $7.13M | 2.07% | −23−0.2% | Reduced |
| Park National Corp | 12,226 | $7.13M | 0.29% | −510−4.0% | Reduced |
| Strategic Blueprint, LLC | 12,200 | $7.11M | 0.59% | +89+0.7% | Added |
| Plancorp, LLC | 12,177 | $7.10M | 0.34% | +105+0.9% | Added |
| Moody National Bank Trust Division | 12,156 | $7.09M | 0.55% | −11,585−48.8% | Reduced |
| First National Bank of Mount Dora, Trust Investment Services | 12,092 | $7.05M | 1.88% | −799−6.2% | Reduced |
| Halter Ferguson Financial Inc. | 12,057 | $7.03M | 4.52% | +12,057 | New |
| FFG Partners, LLC | 12,048 | $7.02M | 3.75% | +12,048 | New |
| Wedmont Private Capital | 11,198 | $7.01M | 0.57% | +1,061+10.5% | Added |
| Ostrum Asset Management | 12,024 | $7.01M | 0.61% | −601−4.8% | Reduced |
| American Assets Investment Management, LLC | 12,000 | $7.00M | 0.72% | 00.0% | Unchanged |
| Warren Averett Asset Management, LLC | 11,975 | $6.98M | 0.26% | +891+8.0% | Added |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 11,945 | $6.96M | 3.23% | −287−2.3% | Reduced |
| Covenant Asset Management, LLC | 11,942 | $6.96M | 1.94% | +457+4.0% | Added |
| Elgethun Capital Management | 11,921 | $6.95M | 1.97% | +50.0% | Added |
| Stanley-Laman Group, Ltd. | 11,894 | $6.93M | 1.06% | −1,558−11.6% | Reduced |
| Sowell Financial Services LLC | 11,863 | $6.92M | 0.37% | +1,385+13.2% | Added |
| Intrepid Financial Planning Group LLC | 11,855 | $6.91M | 3.31% | +851+7.7% | Added |
| Seven Eight Capital, LP | 11,817 | $6.89M | 0.80% | +11,817 | New |
| WealthTrust Axiom LLC | 11,815 | $6.89M | 2.30% | −332−2.7% | Reduced |
| Bank Ozk | 11,801 | $6.88M | 3.36% | −451−3.7% | Reduced |
| Tower View Investment Management & Research LLC | 11,793 | $6.87M | 4.26% | −386−3.2% | Reduced |
| Integrated Advisors Network LLC | 11,780 | $6.87M | 0.39% | +270+2.3% | Added |
| Hamilton Capital Partners Inc. | 11,779 | $6.87M | 1.37% | +11,779 | New |
| NorthRock Partners, LLC | 11,717 | $6.83M | 0.29% | +6,543+126.5% | Added |
| Caption Management, LLC | 11,700 | $6.82M | 0.74% | +11,700 | New |
| Red Cedar Investment Management, LLC | 11,677 | $6.81M | 0.98% | 00.0% | Unchanged |
| Resources Investment Advisors, LLC. | 11,559 | $6.74M | 0.12% | −1,059−8.4% | Reduced |
| AMG National Trust Bank | 11,544 | $6.73M | 0.21% | +10.0% | Added |
| IFP Advisors, Inc | 11,504 | $6.71M | 0.32% | +411+3.7% | Added |
| Laird Norton Trust Company, LLC | 11,458 | $6.68M | 0.79% | −4,515−28.3% | Reduced |
| Apexium Financial, LP | 11,438 | $6.67M | 0.48% | +10,842+1,819.1% | Added |
| M&G Investment Management Ltd | 11,435 | $6.67M | 0.04% | 00.0% | Unchanged |
| Fulton Bank, N.A. | 11,319 | $6.60M | 0.30% | −475−4.0% | Reduced |
| Ogorek Anthony Joseph | 11,297 | $6.58M | 2.39% | −25−0.2% | Reduced |
| Buckingham Capital Management, Inc. | 11,281 | $6.58M | 0.88% | −979−8.0% | Reduced |