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 |
|---|---|---|---|---|---|
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 5,022 | $1.16M | 1.38% | +435+9.5% | Added |
| WNY Asset Management, LLC | 5,024 | $1.16M | 0.40% | −50−1.0% | Reduced |
| Financial Advisory Service, Inc. | 5,042 | $1.17M | 0.11% | −86−1.7% | Reduced |
| Coldstream Capital Management Inc | 7,904 | $1.17M | 0.06% | −154−1.9% | Reduced |
| Laurel Wealth Advisors, Inc. | 5,065 | $1.17M | 0.21% | −796−13.6% | Reduced |
| Bridge Creek Capital Management LLC | 5,075 | $1.17M | 0.44% | +165+3.4% | Added |
| J.W. Cole Advisors, Inc. | 5,097 | $1.18M | 0.08% | +411+8.8% | Added |
| Peddock Capital Advisors, LLC | 5,116 | $1.18M | 0.42% | +5+0.1% | Added |
| Schulhoff & Co Inc | 5,175 | $1.20M | 0.54% | +50+1.0% | Added |
| KG&L Capital Management,LLC | 5,173 | $1.20M | 0.53% | +860+19.9% | Added |
| Leavell Investment Management, Inc. | 5,180 | $1.20M | 0.09% | −241−4.4% | Reduced |
| Moneta Group Investment Advisors LLC | 5,189 | $1.20M | 0.06% | −3,237−38.4% | Reduced |
| Wallington Asset Management, LLC | 5,186 | $1.20M | 0.20% | −85−1.6% | Reduced |
| R.m.sincerbeaux Capital Management LLC | 5,200 | $1.20M | 0.79% | −1,000−16.1% | Reduced |
| Woodmont Investment Counsel LLC | 5,196 | $1.20M | 0.17% | −30−0.6% | Reduced |
| Peachtree Investment Partners, LLC | 5,197 | $1.20M | 0.59% | +350+7.2% | Added |
| Waddell & Associates, LLC | 5,203 | $1.20M | 0.20% | −23,540−81.9% | Reduced |
| Pantheon Investment Group, LLC | 5,223 | $1.21M | 1.04% | −248−4.5% | Reduced |
| Meritage Portfolio Management | 5,222 | $1.21M | 0.07% | 00.0% | Unchanged |
| Legacy Wealth Asset Management, LLC | 5,230 | $1.21M | 0.55% | +751+16.8% | Added |
| DCM Advisors, LLC | 5,233 | $1.21M | 0.47% | +5,233 | New |
| Blueshift Asset Management, LLC | 5,241 | $1.21M | 0.07% | +3,613+221.9% | Added |
| Ifrah Financial Services, Inc. | 5,294 | $1.22M | 0.35% | −24−0.5% | Reduced |
| Altium Wealth Management LLC | 5,339 | $1.23M | 0.09% | +192+3.7% | Added |
| Wedbush Securities Inc | 5,348 | $1.24M | 0.06% | +48+0.9% | Added |
| Bellecapital International Ltd. | 5,352 | $1.24M | 0.38% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 5,366 | $1.24M | 0.50% | +95+1.8% | Added |
| Wealth Enhancement & Preservation of GA, LLC | 5,378 | $1.24M | 0.96% | −495−8.4% | Reduced |
| Simmons Bank | 5,396 | $1.25M | 0.09% | −382−6.6% | Reduced |
| Van Strum & Towne Inc. | 5,400 | $1.25M | 0.49% | 00.0% | Unchanged |
| Chicago Partners Investment Group LLC | 4,752 | $1.25M | 0.09% | +83+1.8% | Added |
| Massmutual Trust Co FSB | 5,423 | $1.25M | 0.05% | +4,600+558.9% | Added |
| Wealthquest Corp | 5,428 | $1.25M | 0.21% | −9−0.2% | Reduced |
| Wealth Management Associates, Inc. | 5,430 | $1.25M | 0.73% | −47−0.9% | Reduced |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 5,441 | $1.26M | 0.41% | −147−2.6% | Reduced |
| Thompson Siegel & Walmsley LLC | 5,450 | $1.26M | 0.02% | 00.0% | Unchanged |
| Stoneridge Investment Partners LLC | 5,450 | $1.26M | 0.63% | +5,450 | New |
| DF Dent & Co Inc | 5,476 | $1.26M | 0.01% | 00.0% | Unchanged |
| Nicolet Bankshares Inc | 5,475 | $1.26M | 0.33% | +646+13.4% | Added |
| CCM Investment Advisers LLC | 5,505 | $1.27M | 0.17% | 00.0% | Unchanged |
| Ironwood Financial, llc | 5,499 | $1.27M | 0.37% | +809+17.2% | Added |
| Lumbard & Kellner, LLC | 5,519 | $1.27M | 0.50% | 00.0% | Unchanged |
| Woodstock Corp | 5,524 | $1.28M | 0.15% | +19+0.3% | Added |
| Joel Isaacson & Co., LLC | 5,544 | $1.28M | 0.10% | +749+15.6% | Added |
| Human Investing LLC | 5,554 | $1.28M | 0.30% | −1,289−18.8% | Reduced |
| Affinity Capital Advisors, LLC | 5,562 | $1.28M | 0.43% | 00.0% | Unchanged |
| Mission Wealth Management, LP | 5,570 | $1.29M | 0.07% | +121+2.2% | Added |
| Ballast, Inc. | 5,579 | $1.29M | 0.54% | +79+1.4% | Added |
| Whittier Trust Co of Nevada Inc | 5,583 | $1.29M | 0.05% | +51+0.9% | Added |
| Verdence Capital Advisors LLC | 5,590 | $1.29M | 0.17% | +89+1.6% | Added |
| StoneX Group Inc. | 5,597 | $1.29M | 0.19% | −446−7.4% | Reduced |
| Park Avenue Securities LLC | 5,622 | $1.30M | 0.03% | +394+7.5% | Added |
| Sippican Capital Advisors | 5,656 | $1.31M | 1.13% | −160−2.8% | Reduced |
| Hoylecohen, LLC | 5,662 | $1.31M | 0.12% | −440−7.2% | Reduced |
| U.S. Capital Wealth Advisors, LLC | 5,679 | $1.31M | 0.06% | +5,679 | New |
| ZWJ Investment Counsel Inc | 5,695 | $1.32M | 0.07% | +150+2.7% | Added |
| Enlightenment Research, LLC | 5,700 | $1.32M | 1.61% | −595−9.5% | Reduced |
| Clifford Swan Investment Counsel LLC | 5,304 | $1.32M | 0.05% | +200+3.9% | Added |
| First Horizon Advisors, Inc. | 5,726 | $1.32M | 0.04% | +2,521+78.7% | Added |
| KLCM Advisors, Inc. | 5,739 | $1.33M | 0.28% | 00.0% | Unchanged |
| Somerville Kurt F | 5,755 | $1.33M | 0.20% | −305−5.0% | Reduced |
| First Business Financial Services, Inc. | 5,765 | $1.33M | 0.15% | +184+3.3% | Added |
| Galvin, Gaustad & Stein, LLC | 5,797 | $1.34M | 0.13% | −1,628−21.9% | Reduced |
| Brooks, Moore & Associates, Inc. | 5,801 | $1.34M | 0.88% | −100−1.7% | Reduced |
| Investment Partners, Ltd. | 5,811 | $1.34M | 0.61% | +6+0.1% | Added |
| Boston Financial Mangement LLC | 5,833 | $1.35M | 0.05% | +1,175+25.2% | Added |
| Capital Investment Advisory Services, LLC | 5,841 | $1.35M | 0.17% | +771+15.2% | Added |
| Chesapeake Wealth Management | 5,873 | $1.36M | 0.49% | −685−10.4% | Reduced |
| West Family Investments, Inc. | 5,925 | $1.37M | 0.36% | +656+12.5% | Added |
| Atlas Capital Advisors LLC | 5,937 | $1.37M | 0.22% | +5,830+5,448.6% | Added |
| Parthenon LLC | 5,962 | $1.38M | 0.21% | 00.0% | Unchanged |
| Sabal Trust CO | 5,965 | $1.38M | 0.10% | +500+9.1% | Added |
| Smith, Moore & Co. | 5,967 | $1.38M | 0.21% | +228+4.0% | Added |
| Andesa Financial Management Inc. | 5,988 | $1.38M | 0.75% | −6,756−53.0% | Reduced |
| Brighton Jones LLC | 6,004 | $1.39M | 0.07% | +312+5.5% | Added |
| Bank Pictet & Cie (Asia) Ltd | 6,020 | $1.39M | 0.39% | −1,476−19.7% | Reduced |
| Kirr Marbach & Co LLC | 6,053 | $1.40M | 0.41% | −513−7.8% | Reduced |
| Sawtooth Solutions, LLC | 6,072 | $1.40M | 0.22% | +866+16.6% | Added |
| GAM Holding AG | 6,071 | $1.40M | 0.07% | +6,071 | New |
| Thoroughbred Financial Services, LLC | 6,089 | $1.41M | 0.34% | +286+4.9% | Added |
| Adirondack Trust Co | 5,525 | $1.41M | 0.67% | −137−2.4% | Reduced |
| EP Wealth Advisors, LLC | 6,110 | $1.41M | 0.04% | −1,472−19.4% | Reduced |
| Motco | 6,113 | $1.41M | 0.09% | −45−0.7% | Reduced |
| Red Cedar Investment Management, LLC | 6,111 | $1.41M | 0.18% | +1,380+29.2% | Added |
| Welch Group, LLC | 6,132 | $1.42M | 0.10% | 00.0% | Unchanged |
| Philadelphia Trust Co | 6,150 | $1.42M | 0.10% | −1,275−17.2% | Reduced |
| Ancora Advisors, LLC | 6,157 | $1.42M | 0.04% | +99+1.6% | Added |
| Davis R M Inc | 6,175 | $1.43M | 0.04% | −178−2.8% | Reduced |
| Carnegie Capital Asset Management, LLC | 6,188 | $1.43M | 0.05% | −68−1.1% | Reduced |
| Oxler Private Wealth LLC | 6,200 | $1.43M | 0.63% | 00.0% | Unchanged |
| Chicago Trust Co NA | 6,222 | $1.44M | 0.32% | +450+7.8% | Added |
| Marshall Financial Group LLC | 6,228 | $1.44M | 0.74% | +195+3.2% | Added |
| Patten & Patten Inc | 6,306 | $1.46M | 0.11% | +9+0.1% | Added |
| RMB Capital Management, LLC | 6,344 | $1.47M | 0.05% | −620−8.9% | Reduced |
| Royal Harbor Partners, LLC | 6,406 | $1.48M | 1.05% | −784−10.9% | Reduced |
| Zions Bancorporation, N.A. | 6,421 | $1.48M | 0.15% | +595+10.2% | Added |
| Quantitative Investment Management, LLC | 6,424 | $1.48M | 0.13% | +6,424 | New |
| Wealthspire Advisors, LLC | 6,451 | $1.49M | 0.03% | +3,981+161.2% | Added |
| Boltwood Capital Management | 6,463 | $1.49M | 0.60% | −87−1.3% | Reduced |
| CAPROCK Group, Inc. | 6,523 | $1.51M | 0.13% | +1,157+21.6% | Added |