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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; 4,643 institutions reported holding it in 13F filings for Q2 2026, worth $942.7B in total; 4 superinvestors hold it, including ARK Invest and Soros Fund Management.

13F holders, Q1 2021

Institutional positions in Eli Lilly & Co as of Mar 31, 2021. 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
1,952
No complete 13F data for Q4 2020
Shares held
792.9M
No complete 13F data for Q4 2020
Total value
$148.0B
No complete 13F data for Q4 2020

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.

Institutional holdersQ1 2021: 1,952 institutions
Q1 2021: 1,952 institutionsQ2 2021: 2,027 institutionsQ3 2021: 2,056 institutionsQ4 2021: 2,308 institutionsQ1 2022: 2,350 institutionsQ2 2022: 2,451 institutionsQ3 2022: 2,490 institutionsQ4 2022: 2,673 institutionsQ1 2023: 2,620 institutionsQ2 2023: 2,819 institutionsQ3 2023: 2,979 institutionsQ4 2023: 3,277 institutionsQ1 2024: 3,466 institutionsQ2 2024: 3,572 institutionsQ3 2024: 3,667 institutionsQ4 2024: 3,914 institutionsQ1 2025: 3,929 institutionsQ2 2025: 3,915 institutionsQ3 2025: 3,905 institutionsQ4 2025: 4,453 institutionsQ1 2026: 4,392 institutionsQ2 2026: 4,643 institutions
Value heldQ1 2021: $148.0B
Q1 2021: $148.0BQ2 2021: $182.0BQ3 2021: $183.1BQ4 2021: $218.0BQ1 2022: $225.8BQ2 2022: $255.6BQ3 2022: $256.1BQ4 2022: $288.4BQ1 2023: $269.7BQ2 2023: $366.7BQ3 2023: $421.9BQ4 2023: $457.2BQ1 2024: $607.2BQ2 2024: $707.0BQ3 2024: $687.4BQ4 2024: $602.9BQ1 2025: $688.4BQ2 2025: $610.1BQ3 2025: $583.5BQ4 2025: $843.2BQ1 2026: $712.9BQ2 2026: $942.7B
Institutions holding LLY and their total value by quarter
QuarterHoldersValue
Q2 20264,643$942.7B
Q1 20264,392$712.9B
Q4 20254,453$843.2B
Q3 20253,905$583.5B
Q2 20253,915$610.1B
Q1 20253,929$688.4B
Q4 20243,914$602.9B
Q3 20243,667$687.4B
Q2 20243,572$707.0B
Q1 20243,466$607.2B
Q4 20233,277$457.2B
Q3 20232,979$421.9B
Q2 20232,819$366.7B
Q1 20232,620$269.7B
Q4 20222,673$288.4B
Q3 20222,490$256.1B
Q2 20222,451$255.6B
Q1 20222,350$225.8B
Q4 20212,308$218.0B
Q3 20212,056$183.1B
Q2 20212,027$182.0B
Q1 20211,952$148.0B

Institutions, Q1 2021

Shares, value and share of portfolio for each institution holding Eli Lilly & Co.

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.

Institutions holding LLY in Q1 2021
InstitutionSharesValue% of portfolioChange in sharesAction
Financial Perspectives, Inc25,594$1370.01%––
Bogart Wealth, LLC7$1.00K0.00%––
Alpha DNA Investment Management LLC6$1.00K0.00%––
Sofos Investments, Inc.15$2.84K0.06%––
Pittenger & Anderson Inc14$3.00K0.00%––
Transamerica Financial Advisors, Inc.15$3.00K0.07%––
TFC Financial Management15$3.00K0.00%––
CSat Investment Advisory, L.P.25$5.00K0.00%––
Litman Gregory Asset Management LLC25$5.00K0.00%––
Cypress Capital Management LLC (WY)25$5.00K0.00%––
Horan Securities, Inc.29$5.00K0.00%––
St. Johns Investment Management Company, LLC30$6.00K0.00%––
Coastal Capital Group, Inc.30$6.00K0.00%––
Wealth Advisory Solutions, LLC29,785$6.00K0.00%––
Atlas Private Wealth Advisors43$8.00K0.00%––
Sageworth Trust Co50$9.00K0.00%––
NewSquare Capital LLC47$9.00K0.00%––
Lenox Wealth Advisors, LLC56$10.0K0.00%––
KB Financial Partners, LLC56$10.0K0.00%––
Pin Oak Investment Advisors Inc64$12.0K0.01%––
Edge Wealth Management LLC62$12.0K0.00%––
Legacy Bridge, LLC65$12.0K0.01%––
Atlas Capital Advisors LLC65$12.1K0.00%––
MD Financial Management Inc.71$13.0K0.00%––
Wagner Wealth Management, LLC69$13.0K0.01%––
Trustcore Financial Services, LLC72$13.0K0.00%––
Winch Advisory Services, LLC82$15.0K0.01%––
First Bank & Trust80$15.0K0.01%––
Brand Asset Management Group, Inc.80$15.0K0.01%––
Clear Perspectives Financial Planning, LLC80$15.0K0.01%––
Grant Street Asset Management, Inc.86$16.0K0.01%––
Mach-1 Financial Group, Inc.90$16.0K0.01%––
RBA Wealth Management, LLC90$16.8K0.01%––
Raffa Wealth Management, LLC92$17.2K0.01%––
Baron Financial Group, LLC100$18.7K0.01%––
Stephenson National Bank & Trust100$19.0K0.01%––
Permanens Capital L.P.100$19.0K0.00%––
Emerson Wealth Management, LLC100$19.0K0.01%––
Walled Lake Planning & Wealth Management, LLC105$20.0K0.01%––
JCIC Asset Management Inc.115$21.0K0.01%––
Toth Financial Advisory Corp130$24.0K0.00%––
Interactive Financial Advisors130$24.0K0.01%––
Firestone Capital Management127$24.0K0.01%––
Resolute Partners Group128$24.0K0.00%––
Pacitti Group Inc.144$26.0K0.02%––
Ogorek Anthony Joseph150$28.0K0.01%––
Seven Springs Wealth Group, LLC150$28.0K0.01%––
Laffer Tengler Investments150$28.0K0.01%––
Grandview Asset Management LLC154$29.0K0.02%––
Atlas Private Wealth Management155$29.0K0.02%––
Newbridge Financial Services Group, Inc.155$29.0K0.02%––
Disciplina Capital Management LLC156$29.1K0.01%––
Credential Qtrade Securities Inc.156$29.1K0.00%––
Loomis Sayles & Co L P163$30.0K0.00%––
Wealthcare Capital Management LLC161$30.0K0.00%––
McIlrath & Eck, LLC159$30.0K0.01%––
Selective Wealth Management, Inc.166$31.0K0.03%––
Stonebridge Financial Planning Group, LLC170$31.0K0.02%––
Estate Counselors, LLC178$33.0K0.00%––
Cranbrook Wealth Management, LLC181$34.0K0.01%––
Psagot Investment House Ltd.188$35.0K0.00%––
Perennial Advisors, LLC185$35.0K0.01%––
Holloway Wealth Management, LLC–$37.0K0.01%––
Bank Julius Baer & Co. Ltd, Zurich200$37.0K0.00%––
Sugarloaf Wealth Management, LLC200$37.0K0.01%––
RPG Investment Advisory, LLC200$37.0K0.01%––
Center for Financial Planning, Inc.200$37.0K0.01%––
DB Wealth Management Group, LLC200$37.0K0.03%––
Accel Wealth Management221$41.0K0.03%––
Archer Investment Corp220$41.2K0.02%––
Altshuler Shaham Ltd31,498$42.0K0.00%––
Simon Quick Advisors, LLC246$45.0K0.01%––
Hoese & Co LLP240$45.0K0.06%––
Sierra Capital LLC247$46.0K0.01%––
Better Money Decisions, LLC248$46.0K0.05%––
HBC Financial Services, PLLC250$46.5K0.03%––
Tortoise Investment Management, LLC250$47.0K0.01%––
Knuff & Co LLC250$47.0K0.02%––
American Research & Management Co.258$48.0K0.01%––
RWM Asset Management, LLC267$50.0K0.01%––
Savior LLC270$51.0K0.05%––
WealthShield Partners, LLC284$53.0K0.01%––
CNB Bank285$53.0K0.04%––
AlphaCentric Advisors LLC283$53.0K0.02%––
Meridian Wealth Partners, LLC289$54.0K0.02%––
Capital Analysts, LLC290$55.0K0.00%––
Certified Advisory Corp295$55.0K0.01%––
Pflug Koory, LLC296$55.0K0.03%––
Sound Income Strategies, LLC296$55.3K0.01%––
Knott David M300$56.0K0.02%––
Atwood & Palmer Inc300$56.0K0.01%––
Moser Wealth Advisors, LLC300$56.0K0.04%––
GoalVest Advisory LLC300$56.0K0.04%––
SOA Wealth Advisors, LLC.303$56.0K0.02%––
Lederer & Associates Investment Counsel305$57.0K0.04%––
Highlander Capital Management, LLC307$57.0K0.03%––
Paradigm, Strategies in Wealth Management, LLC310$58.0K0.06%––
Allred Capital Management, LLC311$58.1K0.03%––
Syverson Strege & Co330$62.0K0.06%––
Financial Avengers, Inc.333$62.0K0.05%––