Eli Lilly & Co

LLY

Exchange: NYSE
Industry: Pharmaceutical Preparations
SEC CIK: 0000059478

SEC filings (opens in a new tab)

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, 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

Value heldQ1 2021: $148.0B

Institutions holding LLY and their total value by quarter
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, 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
Institution	Shares	Value	% of portfolio	Change in shares	Action
Dakota Wealth Management	7,332	$1.37M	0.18%	–	–
Aptus Capital Advisors, LLC	7,304	$1.36M	0.07%	–	–
Chesapeake Wealth Management	7,301	$1.36M	0.46%	–	–
Harbor Investment Advisory, LLC	7,298	$1.36M	0.21%	–	–
SRB Corp	7,267	$1.36M	0.09%	–	–
Cambridge Trust Co	7,267	$1.36M	0.06%	–	–
Pitcairn Co	7,248	$1.35M	0.10%	–	–
Marshall Financial Group LLC	7,248	$1.35M	0.81%	–	–
Sterling Investment Management, Inc.	7,228	$1.35M	0.92%	–	–
Capital One Financial Corp	7,210	$1.35M	0.17%	–	–
Hodges Capital Management Inc.	7,206	$1.35M	0.19%	–	–
Symmetry Partners, LLC	7,199	$1.34M	0.10%	–	–
Baldwin Investment Management, LLC	7,162	$1.34M	0.24%	–	–
Human Investing LLC	7,144	$1.33M	0.34%	–	–
Covington Capital Management	7,032	$1.31M	0.06%	–	–
Institute for Wealth Management, LLC.	6,997	$1.31M	0.25%	–	–
Hurlow Wealth Management Group, Inc.	6,981	$1.30M	0.94%	–	–
Wunderlich Capital Managemnt	6,977	$1.30M	0.71%	–	–
Transcend Wealth Collective, LLC	6,991	$1.30M	0.16%	–	–
RMB Capital Management, LLC	6,964	$1.30M	0.05%	–	–
Hills Bank & Trust Co	6,961	$1.30M	0.21%	–	–
Ipswich Investment Management Co., Inc.	6,907	$1.29M	0.36%	–	–
Vision Capital Management, Inc.	6,876	$1.28M	0.23%	–	–
Veriti Management LLC	6,868	$1.28M	0.34%	–	–
Ameritas Investment Company, LLC	6,856	$1.28M	0.11%	–	–
Mechanics Bank Trust Department	6,840	$1.28M	0.22%	–	–
First Citizens Bank & Trust Co	6,839	$1.28M	0.06%	–	–
Colony Group LLC	6,800	$1.27M	0.03%	–	–
Quadrant Capital Group LLC	6,768	$1.26M	0.21%	–	–
Clark Capital Management Group, Inc.	6,758	$1.26M	0.02%	–	–
Aft, Forsyth & Company, Inc.	6,750	$1.26M	0.76%	–	–
Castellan Group, LLC	6,724	$1.26M	0.67%	–	–
United Capital Management of KS, Inc.	6,704	$1.25M	0.58%	–	–
Shepherd Financial Partners LLC	6,697	$1.25M	0.28%	–	–
Brandywine Oak Private Wealth LLC	6,685	$1.25M	0.18%	–	–
We Are One Seven, LLC	6,672	$1.25M	0.21%	–	–
Carl P. Sherr & Co., LLC	6,671	$1.25M	0.94%	–	–
Grove Bank & Trust	6,638	$1.24M	0.29%	–	–
De Burlo Group Inc	6,594	$1.23M	0.22%	–	–
Carroll Financial Associates, Inc.	6,597	$1.23M	0.08%	–	–
Kirr Marbach & Co LLC	6,566	$1.23M	0.36%	–	–
Boltwood Capital Management	6,570	$1.23M	0.54%	–	–
Community Bank, N.A.	6,561	$1.23M	0.15%	–	–
ARS Wealth Advisors, LLC	6,538	$1.22M	0.27%	–	–
Prospera Financial Services Inc	6,508	$1.22M	0.07%	–	–
Old North State Trust, LLC	6,500	$1.21M	0.96%	–	–
Davis R M Inc	6,433	$1.20M	0.03%	–	–
Sowell Financial Services LLC	6,171	$1.20M	0.04%	–	–
Voya Financial Advisors, Inc.	6,426	$1.19M	0.05%	–	–
Cary Street Partner Investment Advisory LLC	6,362	$1.19M	0.49%	–	–
Argus Investors' Counsel, Inc.	6,296	$1.18M	0.48%	–	–
Wealthsource Partners, LLC	6,274	$1.17M	0.12%	–	–
West Oak Capital, LLC	6,230	$1.16M	0.50%	–	–
Appleton Partners Inc	6,226	$1.16M	0.11%	–	–
R.m.sincerbeaux Capital Management LLC	6,200	$1.16M	0.79%	–	–
Oxler Private Wealth LLC	6,200	$1.16M	0.59%	–	–
Brighton Jones LLC	6,190	$1.16M	0.07%	–	–
Welch Group, LLC	6,132	$1.15M	0.08%	–	–
Hoylecohen, LLC	6,122	$1.14M	0.12%	–	–
Suncoast Equity Management	6,090	$1.14M	0.17%	–	–
Somerville Kurt F	6,060	$1.13M	0.18%	–	–
Ancora Advisors, LLC	6,058	$1.13M	0.03%	–	–
Wedbush Securities Inc	6,038	$1.13M	0.06%	–	–
Strategic Investment Advisors	6,007	$1.12M	0.29%	–	–
Carnegie Capital Asset Management, LLC	6,001	$1.12M	0.05%	–	–
BDO Wealth Advisors, LLC	5,975	$1.12M	0.13%	–	–
Parthenon LLC	5,962	$1.11M	0.18%	–	–
Wallington Asset Management, LLC	5,149	$1.11M	0.20%	–	–
Connecticut Wealth Management, LLC	5,918	$1.11M	0.10%	–	–
Radnor Capital Management, LLC	5,910	$1.10M	0.36%	–	–
Brooks, Moore & Associates, Inc.	5,901	$1.10M	0.75%	–	–
Simmons Bank	5,897	$1.10M	0.08%	–	–
Laurel Wealth Advisors, Inc.	5,887	$1.10M	0.17%	–	–
ZWJ Investment Counsel Inc	5,872	$1.10M	0.07%	–	–
Sippican Capital Advisors	5,836	$1.09M	1.01%	–	–
Investment Partners, Ltd.	5,799	$1.08M	0.53%	–	–
Sym Financial Corp	5,789	$1.08M	0.62%	–	–
Adirondack Trust Co	5,787	$1.08M	0.58%	–	–
Campion Asset Management LLC	5,780	$1.08M	0.82%	–	–
Smith, Moore & Co.	5,759	$1.08M	0.17%	–	–
Chicago Partners Investment Group LLC	5,726	$1.07M	0.09%	–	–
Thoroughbred Financial Services, LLC	5,717	$1.07M	0.30%	–	–
KLCM Advisors, Inc.	5,644	$1.05M	0.24%	–	–
West Chester Capital Advisors, Inc	5,637	$1.05M	0.90%	–	–
Verdence Capital Advisors LLC	5,617	$1.05M	0.18%	–	–
Comerica Securities,inc.	5,592	$1.04M	0.08%	–	–
Great Lakes Advisors, LLC	5,570	$1.04M	0.02%	–	–
Buffington Mohr McNeal	5,570	$1.04M	0.22%	–	–
Affinity Capital Advisors, LLC	5,562	$1.04M	0.38%	–	–
Chicago Trust Co NA	5,537	$1.03M	0.36%	–	–
Gladstone Institutional Advisory LLC	5,540	$1.03M	0.16%	–	–
Wealth Enhancement & Preservation of GA, LLC	5,651	$1.03M	0.79%	–	–
Sabal Trust CO	5,510	$1.03M	0.08%	–	–
Telemus Capital, LLC	5,564	$1.03M	0.07%	–	–
DF Dent & Co Inc	5,501	$1.03M	0.01%	–	–
CAPROCK Group, Inc.	5,500	$1.03M	0.11%	–	–
Sequoia Financial Advisors, LLC	5,488	$1.02M	0.04%	–	–
Eqis Capital Management, Inc.	5,469	$1.02M	0.08%	–	–
Stonnington Group, LLC	5,277	$1.02M	0.25%	–	–
Lavaca Capital LLC	5,453	$1.02M	0.59%	–	–