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 |
|---|---|---|---|---|---|
| Mid Atlantic Financial Management Inc | 11,201 | $2.59M | 0.17% | +206+1.9% | Added |
| DCF Advisers, LLC | 11,250 | $2.60M | 1.41% | 00.0% | Unchanged |
| Shelton Capital Management | 11,270 | $2.60M | 0.10% | −4,565−28.8% | Reduced |
| Prudential PLC | 11,271 | $2.60M | 0.04% | −1,490−11.7% | Reduced |
| Boothbay Fund Management, LLC | 11,278 | $2.61M | 0.10% | +5,103+82.6% | Added |
| Jaffetilchin Investment Partners, LLC | 11,297 | $2.61M | 0.28% | −6,911−38.0% | Reduced |
| Hyman Charles D | 11,335 | $2.62M | 0.18% | 00.0% | Unchanged |
| Cable Hill Partners, LLC | 11,397 | $2.63M | 0.63% | −5,976−34.4% | Reduced |
| Homrich & Berg | 11,401 | $2.63M | 0.06% | +182+1.6% | Added |
| Reynders McVeigh Capital Management, LLC | 11,430 | $2.64M | 0.16% | −480−4.0% | Reduced |
| Security National Trust Co | 11,519 | $2.64M | 0.61% | 00.0% | Unchanged |
| Jefferies Group LLC | 11,550 | $2.67M | 0.06% | +9,732+535.3% | Added |
| Schonfeld Strategic Advisors LLC | 11,570 | $2.67M | 0.03% | −56,757−83.1% | Reduced |
| G&S Capital LLC | 11,647 | $2.69M | 1.48% | +11,647 | New |
| Donoghue Forlines LLC | 11,654 | $2.69M | 0.52% | +11,654 | New |
| Family Legacy, Inc. | 11,574 | $2.71M | 1.22% | +46+0.4% | Added |
| Equitable Trust Co | 11,756 | $2.72M | 0.17% | −659−5.3% | Reduced |
| Vestmark Advisory Solutions, Inc. | 11,793 | $2.73M | 0.18% | +1,869+18.8% | Added |
| Sabadell Asset Management, S.A S.G.I.I.C | 11,820 | $2.73M | 0.47% | −31,544−72.7% | Reduced |
| Oak Harvest Investment Services | 11,971 | $2.77M | 0.81% | +2,170+22.1% | Added |
| Hodges Capital Management Inc. | 11,995 | $2.77M | 0.20% | +6,118+104.1% | Added |
| American Assets Investment Management, LLC | 12,000 | $2.77M | 0.34% | 00.0% | Unchanged |
| Altfest L J & Co Inc | 12,006 | $2.77M | 0.58% | +410+3.5% | Added |
| Marietta Wealth Management, LLC | 12,010 | $2.77M | 0.61% | +300+2.6% | Added |
| Clough Capital Partners L P | 12,013 | $2.78M | 0.17% | 00.0% | Unchanged |
| Montecito Bank & Trust | 12,024 | $2.78M | 0.54% | +96+0.8% | Added |
| Plancorp, LLC | 12,039 | $2.78M | 0.19% | −66−0.5% | Reduced |
| IHT Wealth Management, LLC | 12,049 | $2.78M | 0.23% | −3,082−20.4% | Reduced |
| WealthTrust Axiom LLC | 12,096 | $2.79M | 0.95% | −130−1.1% | Reduced |
| West Oak Capital, LLC | 12,105 | $2.80M | 1.08% | −960−7.3% | Reduced |
| Ethic Inc. | 12,110 | $2.80M | 0.29% | +3,116+34.6% | Added |
| Mastrapasqua Asset Management Inc | 12,140 | $2.81M | 0.31% | −1,418−10.5% | Reduced |
| Comerica Securities,inc. | 12,272 | $2.83M | 0.20% | −264−2.1% | Reduced |
| Aull & Monroe Investment Management Corp | 12,277 | $2.84M | 1.40% | −47−0.4% | Reduced |
| Vident Investment Advisory, LLC | 12,295 | $2.84M | 0.09% | −6,664−35.1% | Reduced |
| Leonteq Securities AG | 12,297 | $2.84M | 0.15% | +7,909+180.2% | Added |
| Union Heritage Capital, LLC | 12,350 | $2.85M | 1.34% | 00.0% | Unchanged |
| ARGI Investment Services, LLC | 12,380 | $2.86M | 0.09% | +591+5.0% | Added |
| Signet Investment Advisory Group, Inc. | 12,458 | $2.88M | 1.81% | −502−3.9% | Reduced |
| Anderson Hoagland & Co | 12,669 | $2.93M | 0.37% | −102−0.8% | Reduced |
| Enterprise Bank & Trust Co | 12,695 | $2.93M | 1.16% | −264−2.0% | Reduced |
| New England Investment & Retirement Group, Inc. | 12,801 | $2.96M | 0.68% | −952−6.9% | Reduced |
| American National Registered Investment Advisor, Inc. | 12,845 | $2.97M | 1.07% | −36−0.3% | Reduced |
| Brooktree Capital Management | 12,993 | $3.00M | 1.91% | −376−2.8% | Reduced |
| Great Valley Advisor Group, Inc. | 13,100 | $3.03M | 0.21% | +623+5.0% | Added |
| Supplemental Annuity Collective Trust of NJ | 13,100 | $3.03M | 0.99% | 00.0% | Unchanged |
| Intrust Bank NA | 13,101 | $3.03M | 0.40% | +129+1.0% | Added |
| Estabrook Capital Management | 13,140 | $3.04M | 0.48% | −360−2.7% | Reduced |
| Leelyn Smith, LLC | 13,175 | $3.04M | 0.88% | +396+3.1% | Added |
| Gamble Jones Investment Counsel | 13,224 | $3.06M | 0.20% | −482−3.5% | Reduced |
| Resource Management, LLC | 13,291 | $3.07M | 0.35% | +10.0% | Added |
| Red Spruce Capital, LLC | 13,315 | $3.08M | 1.80% | +146+1.1% | Added |
| Wilbanks Smith & Thomas Asset Management LLC | 13,385 | $3.09M | 0.12% | −410−3.0% | Reduced |
| Kingsview Wealth Management, LLC | 13,433 | $3.10M | 0.15% | −8,361−38.4% | Reduced |
| Toroso Investments, LLC | 13,462 | $3.11M | 0.12% | +2,111+18.6% | Added |
| Harel Insurance Investments & Financial Services Ltd. | 13,463 | $3.11M | 0.08% | +11,329+530.9% | Added |
| World Asset Management Inc | 13,468 | $3.11M | 0.31% | −4,581−25.4% | Reduced |
| WBH Advisory Inc | 13,483 | $3.12M | 0.42% | −295−2.1% | Reduced |
| Glynn Capital Management LLC | 13,490 | $3.12M | 0.27% | 00.0% | Unchanged |
| FORA Capital, LLC | 13,568 | $3.13M | 0.79% | −1,329−8.9% | Reduced |
| Stableford Capital II LLC | 13,271 | $3.14M | 1.59% | +2,062+18.4% | Added |
| Pensionfund DSM Netherlands | 13,600 | $3.14M | 0.40% | −14,400−51.4% | Reduced |
| Lavaca Capital LLC | 13,634 | $3.15M | 1.58% | +10.0% | Added |
| Clear Street Markets LLC | 13,704 | $3.17M | 0.70% | +10,110+281.3% | Added |
| Perkins Capital Management Inc | 13,708 | $3.17M | 1.96% | 00.0% | Unchanged |
| Rothschild Investment Corp | 13,769 | $3.18M | 0.27% | −936−6.4% | Reduced |
| SG Americas Securities, LLC | 13,811 | $3.19M | 0.02% | −29,903−68.4% | Reduced |
| Providence Wealth Advisors, LLC | 13,944 | $3.21M | 2.23% | −591−4.1% | Reduced |
| Indiana Trust & Investment Management CO | 13,935 | $3.22M | 1.62% | −3,027−17.8% | Reduced |
| Chartwell Investment Partners, LLC | 14,033 | $3.24M | 0.10% | −6,332−31.1% | Reduced |
| Nicholas Hoffman & Company, LLC. | 14,038 | $3.24M | 0.57% | −721−4.9% | Reduced |
| Segall Bryant & Hamill, LLC | 14,051 | $3.25M | 0.03% | +655+4.9% | Added |
| Waycross Partners, LLC | 14,100 | $3.26M | 2.05% | −3,387−19.4% | Reduced |
| Naples Global Advisors, LLC | 14,143 | $3.27M | 0.43% | −294−2.0% | Reduced |
| Williams Jones Wealth Management, LLC. | 14,147 | $3.27M | 0.05% | −3,991−22.0% | Reduced |
| Fernwood Investment Management, LLC | 14,243 | $3.29M | 1.13% | +125+0.9% | Added |
| Bank Ozk | 14,255 | $3.29M | 1.49% | −131−0.9% | Reduced |
| Banco Santander, S.A. | 14,292 | $3.30M | 0.02% | +2,737+23.7% | Added |
| Transcend Wealth Collective, LLC | 13,339 | $3.31M | 0.30% | +1,156+9.5% | Added |
| Fuller & Thaler Asset Management, Inc. | 14,439 | $3.34M | 0.02% | −1,000−6.5% | Reduced |
| Ieq Capital, LLC | 14,514 | $3.35M | 0.09% | +881+6.5% | Added |
| Fi3 FINANCIAL ADVISORS, LLC | 14,564 | $3.37M | 2.23% | −188−1.3% | Reduced |
| Balasa Dinverno & Foltz LLC | 14,584 | $3.37M | 0.23% | +1,233+9.2% | Added |
| Harvey Investment Co LLC | 14,655 | $3.39M | 0.44% | 00.0% | Unchanged |
| Cohen Investment Advisors LLC | 14,681 | $3.39M | 2.60% | −23−0.2% | Reduced |
| Strategic Capital Advisers, Inc. | 14,679 | $3.39M | 2.64% | +1,085+8.0% | Added |
| First City Capital Management, Inc. | 14,714 | $3.40M | 1.91% | +48+0.3% | Added |
| American Portfolios Advisors | 14,762 | $3.41M | 0.13% | +9+0.1% | Added |
| Grace Capital | 13,918 | $3.41M | 2.10% | 00.0% | Unchanged |
| Summit Financial Group Inc | 14,825 | $3.42M | 1.24% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 14,848 | $3.43M | 0.48% | +79+0.5% | Added |
| B. Riley Wealth Management, Inc. | 14,852 | $3.43M | 0.26% | +3,025+25.6% | Added |
| Federation des caisses Desjardins du Quebec | 14,856 | $3.43M | 0.04% | +1,915+14.8% | Added |
| Choate Investment Advisors | 14,859 | $3.43M | 0.22% | −1,760−10.6% | Reduced |
| Buckingham Strategic Wealth, LLC | 14,860 | $3.43M | 0.07% | −115−0.8% | Reduced |
| Tower Research Capital LLC (TRC) | 14,878 | $3.44M | 0.09% | −3,422−18.7% | Reduced |
| Jump Financial, LLC | 14,892 | $3.44M | 0.25% | +12,327+480.6% | Added |
| Hartford Financial Management Inc. | 14,903 | $3.44M | 0.88% | +10.0% | Added |
| Parallel Advisors, LLC | 14,969 | $3.46M | 0.14% | −1,930−11.4% | Reduced |
| Intersect Capital LLC | 14,980 | $3.46M | 0.59% | +228+1.5% | Added |