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, Q3 2021
Institutional positions in Eli Lilly & Co as of Sep 30, 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
- 2,056
- +54 vs. Q2 2021
- Shares held
- 792.7M
- +564.6K (+0.1%) vs. Q2 2021
- Total value
- $183.1B
- +$1.40B (+0.8%) vs. Q2 2021
- New holders
- 135
- 733 more added
- Sold out
- 81
- 797 more reduced
25 institutions that held it in Q2 2021 haven't filed for Q3 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 2021: 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, Q3 2021
Shares, value and share of portfolio for each institution holding Eli Lilly & Co; share changes are against Q2 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Berman Capital Advisors, LLC | 4,142 | $956.0K | 0.15% | +482+13.2% | Added |
| StrategIQ Financial Group, LLC | 4,169 | $963.0K | 0.19% | −100−2.3% | Reduced |
| Regent Investment Management LLC | 4,180 | $966.0K | 0.23% | 00.0% | Unchanged |
| CMG Global Holdings, LLC | 4,180 | $966.0K | 0.72% | 00.0% | Unchanged |
| Coastal Investment Advisors, Inc. | 4,192 | $969.0K | 0.23% | +68+1.6% | Added |
| Strategy Asset Managers LLC | 4,200 | $970.0K | 0.22% | +686+19.5% | Added |
| Meridian Wealth Advisors, LLC | 4,203 | $971.0K | 0.27% | −5−0.1% | Reduced |
| NSI Retail Advisors, LLC | 4,207 | $972.0K | 0.17% | 00.0% | Unchanged |
| 55I, LLC | 4,207 | $972.0K | 0.03% | +4,207 | New |
| Beach Investment Counsel Inc | 4,210 | $973.0K | 0.09% | −25−0.6% | Reduced |
| Keudell/Morrison Wealth Management | 4,212 | $973.0K | 0.42% | +21+0.5% | Added |
| Bard Financial Services, Inc. | 4,215 | $974.0K | 0.09% | 00.0% | Unchanged |
| Formidable Asset Management, LLC | 4,222 | $975.0K | 0.18% | −612−12.7% | Reduced |
| Barr E S & Co | 4,225 | $976.0K | 0.07% | +13+0.3% | Added |
| Israel Discount Bank of New York | 4,229 | $977.0K | 0.66% | +4,229 | New |
| RiverTree Advisors, LLC | 4,229 | $977.0K | 0.67% | +4,229 | New |
| CX Institutional | 4,235 | $979.0K | 0.08% | −42−1.0% | Reduced |
| Fukoku Mutual Life Insurance Co | 4,240 | $980.0K | 0.08% | +700+19.8% | Added |
| Community Bank, N.A. | 4,245 | $981.0K | 0.12% | −807−16.0% | Reduced |
| BCGM Wealth Management, LLC | 3,851 | $981.0K | 0.55% | +18+0.5% | Added |
| Latitude Advisors, LLC | 4,252 | $982.0K | 0.32% | +2,184+105.6% | Added |
| BBVA USA | 4,256 | $983.0K | 0.06% | +16+0.4% | Added |
| Blackhawk Capital Partners LLC. | 4,259 | $984.0K | 0.62% | 00.0% | Unchanged |
| Capital Square, LLC | 4,291 | $985.0K | 0.70% | +3+0.1% | Added |
| Clear Perspective Advisors, LLC | 4,261 | $985.0K | 0.34% | −72−1.7% | Reduced |
| HT Partners LLC | 4,272 | $987.0K | 0.30% | 00.0% | Unchanged |
| Engine No. 1 LLC | 4,272 | $987.0K | 0.25% | +1,732+68.2% | Added |
| Equitable Holdings, Inc. | 4,279 | $989.0K | 0.02% | −20.0% | Reduced |
| Columbia Asset Management | 4,289 | $991.0K | 0.22% | 00.0% | Unchanged |
| Clean Yield Group | 4,289 | $991.0K | 0.35% | +804+23.1% | Added |
| Howland Capital Management LLC | 4,293 | $992.0K | 0.05% | 00.0% | Unchanged |
| Csenge Advisory Group | 4,330 | $994.0K | 0.08% | +1,655+61.9% | Added |
| First Heartland Consultants, Inc. | 4,315 | $997.0K | 0.15% | −522−10.8% | Reduced |
| Boston Trust Walden Corp | 4,318 | $998.0K | 0.01% | 00.0% | Unchanged |
| CRA Financial Services, LLC | 4,329 | $1.00M | 0.34% | +10.0% | Added |
| Compton Wealth Advisory Group, LLC | 4,333 | $1.00M | 0.47% | +88+2.1% | Added |
| S. R. Schill & Associates | 4,337 | $1.00M | 0.43% | −600−12.2% | Reduced |
| Berkshire Bank | 4,339 | $1.00M | 0.24% | 00.0% | Unchanged |
| Meristem Family Wealth, LLC | 4,336 | $1.00M | 0.10% | +4,336 | New |
| Fort, L.P. | 4,340 | $1.00M | 0.33% | −2,465−36.2% | Reduced |
| BOK Financial Private Wealth, Inc. | 4,360 | $1.01M | 0.08% | +502+13.0% | Added |
| Haverford Trust Co | 4,391 | $1.01M | 0.01% | +500+12.9% | Added |
| Stokes Family Office, LLC | 4,398 | $1.02M | 0.14% | +41+0.9% | Added |
| Advisors Capital Management, LLC | 4,400 | $1.02M | 0.03% | +160+3.8% | Added |
| Proquility Private Wealth Partners, LLC | 4,442 | $1.03M | 0.39% | +85+2.0% | Added |
| Alaethes Wealth LLC | 4,452 | $1.03M | 0.75% | −147−3.2% | Reduced |
| Chatham Capital Group, Inc. | 4,457 | $1.03M | 0.20% | +217+5.1% | Added |
| Baker Tilly Wealth Management, LLC | 4,462 | $1.03M | 0.14% | +20.0% | Added |
| West Paces Advisors Inc. | 4,469 | $1.03M | 0.36% | +683+18.0% | Added |
| Boston Research & Management Inc | 4,473 | $1.03M | 0.31% | 00.0% | Unchanged |
| Dearborn Partners LLC | 4,494 | $1.04M | 0.04% | +6+0.1% | Added |
| Financial Advocates Investment Management | 4,504 | $1.04M | 0.07% | +107+2.4% | Added |
| CSM Advisors, LLC | 4,507 | $1.04M | 0.08% | 00.0% | Unchanged |
| Argent Advisors, Inc. | 4,531 | $1.05M | 0.60% | −110−2.4% | Reduced |
| Gilman Hill Asset Management, LLC | 4,571 | $1.06M | 0.27% | +88+2.0% | Added |
| Cornerstone National Bank & Trust Co | 4,582 | $1.06M | 0.47% | +104+2.3% | Added |
| American Money Management, LLC | 4,595 | $1.06M | 0.30% | −18−0.4% | Reduced |
| Fundamentun, LLC | 4,597 | $1.06M | 0.18% | +2,313+101.3% | Added |
| First Dallas Securities Inc. | 4,600 | $1.06M | 0.73% | +10.0% | Added |
| Buffington Mohr McNeal | 4,620 | $1.07M | 0.20% | −650−12.3% | Reduced |
| Lokken Investment Group LLC | 4,618 | $1.07M | 0.85% | −124−2.6% | Reduced |
| ARGA Investment Management, LP | 4,625 | $1.07M | 0.07% | −1,260−21.4% | Reduced |
| Vectors Research Management, LLC | 4,630 | $1.07M | 0.25% | 00.0% | Unchanged |
| HNP Capital LLC | 4,630 | $1.07M | 0.27% | 00.0% | Unchanged |
| Gratus Capital LLC | 4,657 | $1.08M | 0.12% | +353+8.2% | Added |
| Lake Street Financial LLC | 4,662 | $1.08M | 0.26% | −22−0.5% | Reduced |
| Creative Financial Designs Inc | 4,670 | $1.08M | 0.18% | −238−4.8% | Reduced |
| Silvercrest Asset Management Group LLC | 4,683 | $1.08M | 0.01% | +1,760+60.2% | Added |
| 9258 Wealth Management, LLC | 4,686 | $1.08M | 0.29% | −32−0.7% | Reduced |
| Cerro Pacific Wealth Advisors LLC | 4,694 | $1.08M | 0.78% | +1,822+63.4% | Added |
| Frontier Wealth Management LLC | 4,717 | $1.09M | 0.08% | −560−10.6% | Reduced |
| V Wealth Advisors LLC | 4,737 | $1.09M | 0.17% | −133−2.7% | Reduced |
| Winton Group Ltd | 4,738 | $1.09M | 0.06% | +4,738 | New |
| Koshinski Asset Management, Inc. | 4,757 | $1.10M | 0.10% | +936+24.5% | Added |
| Smith, Salley & Associates | 4,763 | $1.10M | 0.09% | −85−1.8% | Reduced |
| Change Path, LLC | 4,767 | $1.10M | 0.07% | −22−0.5% | Reduced |
| Clare Market Investments LLC | 4,804 | $1.11M | 0.33% | +1,685+54.0% | Added |
| Folger Nolan Fleming Douglas Capital Management, Inc | 4,822 | $1.11M | 0.13% | 00.0% | Unchanged |
| Gladstone Institutional Advisory LLC | 4,822 | $1.11M | 0.11% | +3,550+279.1% | Added |
| Range Financial Group LLC | 4,827 | $1.11M | 0.80% | −147−3.0% | Reduced |
| Weather Gauge Advisory, LLC | 4,847 | $1.12M | 1.45% | −105−2.1% | Reduced |
| Great Lakes Advisors, LLC | 4,864 | $1.12M | 0.02% | −288−5.6% | Reduced |
| HC Advisors, LLC | 4,863 | $1.12M | 0.74% | +1,595+48.8% | Added |
| Sandy Spring Bank | 4,881 | $1.13M | 0.06% | +1,250+34.4% | Added |
| Suncoast Equity Management | 4,890 | $1.13M | 0.16% | −1,430−22.6% | Reduced |
| Northern Oak Wealth Management Inc | 4,905 | $1.13M | 0.14% | −125−2.5% | Reduced |
| Pearl River Capital, LLC | 4,905 | $1.13M | 0.31% | +4,905 | New |
| TD Private Client Wealth LLC | 4,921 | $1.14M | 0.05% | −158−3.1% | Reduced |
| Mengis Capital Management, Inc. | 4,933 | $1.14M | 0.24% | +7+0.1% | Added |
| Mather Group, LLC. | 4,936 | $1.14M | 0.03% | +385+8.5% | Added |
| Qtron Investments LLC | 4,939 | $1.14M | 0.31% | 00.0% | Unchanged |
| Beaton Management Co. Inc. | 4,943 | $1.14M | 0.76% | 00.0% | Unchanged |
| BCS Wealth Management | 4,948 | $1.14M | 0.48% | +7+0.1% | Added |
| Caxton Associates LP | 4,953 | $1.14M | 0.16% | +4,953 | New |
| Dynamic Advisor Solutions LLC | 4,959 | $1.15M | 0.09% | +491+11.0% | Added |
| Hanson & Doremus Investment Management | 4,963 | $1.15M | 0.27% | −335−6.3% | Reduced |
| Ropes Wealth Advisors LLC | 4,974 | $1.15M | 0.18% | −517−9.4% | Reduced |
| Orion Portfolio Solutions, LLC | 4,975 | $1.15M | 0.04% | +279+5.9% | Added |
| Keebeck Wealth Management, LLC | 5,019 | $1.16M | 0.23% | −311−5.8% | Reduced |
| West Chester Capital Advisors, Inc | 5,020 | $1.16M | 0.89% | −204−3.9% | Reduced |