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 |
|---|---|---|---|---|---|
| HM Payson & Co | 21,983 | $5.08M | 0.12% | +1,971+9.8% | Added |
| Gofen & Glossberg LLC | 22,012 | $5.09M | 0.12% | −506−2.2% | Reduced |
| Bell & Brown Wealth Advisors, LLC | 22,085 | $5.10M | 2.75% | +22,085 | New |
| Jackson Square Capital, LLC | 22,176 | $5.12M | 1.67% | −36−0.2% | Reduced |
| Stratos Wealth Partners, LTD. | 22,410 | $5.18M | 0.13% | −93−0.4% | Reduced |
| Ossiam | 22,525 | $5.20M | 0.15% | +4,188+22.8% | Added |
| Chesley Taft & Associates LLC | 22,670 | $5.24M | 0.30% | +415+1.9% | Added |
| McGowan Group Asset Management, Inc. | 22,810 | $5.27M | 0.90% | +29+0.1% | Added |
| Silvant Capital Management LLC | 22,811 | $5.27M | 0.94% | −4,198−15.5% | Reduced |
| Sumitomo Life Insurance Co | 22,947 | $5.30M | 0.14% | −886−3.7% | Reduced |
| National Asset Management, Inc. | 23,095 | $5.34M | 0.17% | −239−1.0% | Reduced |
| Handelsinvest Investeringsforvaltning | 23,340 | $5.39M | 0.59% | +1,000+4.5% | Added |
| Harbour Capital Advisors, LLC | 23,439 | $5.42M | 1.43% | +252+1.1% | Added |
| Budros, Ruhlin & Roe, Inc. | 23,694 | $5.47M | 0.62% | −1,676−6.6% | Reduced |
| FineMark National Bank & Trust | 23,763 | $5.49M | 0.23% | +921+4.0% | Added |
| LMR Partners LLP | 23,789 | $5.50M | 0.08% | +22,442+1,666.1% | Added |
| Palisade Asset Management, LLC | 23,883 | $5.52M | 0.67% | 00.0% | Unchanged |
| Brinker Capital Investments, LLC | 24,090 | $5.53M | 0.09% | 00.0% | Unchanged |
| IBM Retirement Fund | 23,957 | $5.54M | 0.43% | +53+0.2% | Added |
| Morris Capital Advisors, LLC | 24,010 | $5.55M | 4.37% | −846−3.4% | Reduced |
| Essex Financial Services, Inc. | 24,039 | $5.55M | 0.63% | −1,118−4.4% | Reduced |
| Buckingham Capital Management, Inc. | 24,156 | $5.58M | 0.91% | −1,852−7.1% | Reduced |
| Fusion Capital, LLC | 24,156 | $5.58M | 3.31% | +520+2.2% | Added |
| Timber Creek Capital Management LLC | 24,260 | $5.61M | 1.78% | −399−1.6% | Reduced |
| Johnson Investment Counsel Inc | 24,280 | $5.61M | 0.08% | −319−1.3% | Reduced |
| American Financial Advisors, LLC | 24,293 | $5.61M | 0.75% | 00.0% | Unchanged |
| Caldwell Trust Co | 24,300 | $5.61M | 0.71% | +91+0.4% | Added |
| Wealth Enhancement Advisory Services, LLC | 22,750 | $5.65M | 0.08% | −13,435−37.1% | Reduced |
| King Luther Capital Management Corp | 24,538 | $5.67M | 0.03% | −413−1.7% | Reduced |
| Eagle Asset Management Inc | 24,639 | $5.69M | 0.03% | −336,979−93.2% | Reduced |
| Cigna Investments Inc | 24,768 | $5.72M | 0.43% | −443−1.8% | Reduced |
| KCM Investment Advisors LLC | 24,879 | $5.75M | 0.23% | −116−0.5% | Reduced |
| Sound View Wealth Advisors Group, LLC | 24,915 | $5.76M | 1.20% | −281−1.1% | Reduced |
| Weiss Multi-Strategy Advisers LLC | 25,000 | $5.78M | 0.13% | +5,000+25.0% | Added |
| Bryn Mawr Trust Co | 25,099 | $5.80M | 0.22% | −1,188−4.5% | Reduced |
| Veritable, L.P. | 25,118 | $5.80M | 0.09% | +194+0.8% | Added |
| HRT Financial LP | 25,229 | $5.83M | 0.04% | −31,248−55.3% | Reduced |
| AlphaCrest Capital Management LLC | 25,540 | $5.90M | 0.31% | +9,786+62.1% | Added |
| Logan Capital Management Inc | 25,582 | $5.91M | 0.28% | 00.0% | Unchanged |
| Trust Co of Toledo NA | 26,083 | $6.03M | 0.98% | −67−0.3% | Reduced |
| Column Capital Advisors, LLC | 26,125 | $6.04M | 1.27% | −2,598−9.0% | Reduced |
| NJ State Employees Deferred Compensation Plan | 26,260 | $6.07M | 0.82% | 00.0% | Unchanged |
| Umb Bank N A | 26,411 | $6.10M | 0.14% | −1,579−5.6% | Reduced |
| Crossvault Capital Management LLC | 26,667 | $6.16M | 1.94% | −1,665−5.9% | Reduced |
| London Co of Virginia | 26,862 | $6.21M | 0.03% | +610+2.3% | Added |
| Busey Wealth Management | 27,104 | $6.26M | 0.25% | +3,210+13.4% | Added |
| Montag A & Associates Inc | 27,161 | $6.28M | 0.34% | −404−1.5% | Reduced |
| AE Wealth Management LLC | 27,176 | $6.28M | 0.05% | +1,586+6.2% | Added |
| Rowland & Co Investment Counsel | 38,264 | $6.28M | 2.13% | +2,158+6.0% | Added |
| Richard Bernstein Advisors LLC | 27,352 | $6.32M | 0.13% | +1,568+6.1% | Added |
| Bessemer Group Inc | 27,377 | $6.33M | 0.01% | +855+3.2% | Added |
| North Star Asset Management Inc | 27,722 | $6.41M | 0.35% | +526+1.9% | Added |
| Balyasny Asset Management LLC | 27,743 | $6.41M | 0.03% | +27,743 | New |
| Covington Investment Advisors Inc. | 27,986 | $6.47M | 1.39% | −260−0.9% | Reduced |
| Capital International Ltd | 28,037 | $6.48M | 0.35% | −324−1.1% | Reduced |
| Stephens Inc | 28,090 | $6.49M | 0.10% | −68−0.2% | Reduced |
| Argyle Capital Management Inc. | 28,139 | $6.50M | 2.15% | −200−0.7% | Reduced |
| Avantax Advisory Services, Inc. | 28,257 | $6.53M | 0.11% | −130.0% | Reduced |
| Cypress Asset Management Inc | 28,275 | $6.53M | 1.69% | −170−0.6% | Reduced |
| Quadrature Capital Ltd | 28,371 | $6.55M | 0.24% | +28,371 | New |
| Davenport & Co LLC | 28,470 | $6.58M | 0.05% | −45−0.2% | Reduced |
| Rafferty Asset Management, LLC | 28,514 | $6.59M | 0.05% | +9,018+46.3% | Added |
| Trexquant Investment LP | 28,774 | $6.65M | 0.53% | +28,774 | New |
| Brookstone Capital Management | 28,152 | $6.66M | 0.12% | +3,818+15.7% | Added |
| Parsons Capital Management Inc | 29,099 | $6.72M | 0.53% | −634−2.1% | Reduced |
| Fayez Sarofim & Co | 29,421 | $6.80M | 0.02% | −156−0.5% | Reduced |
| Pallas Capital Advisors LLC | 25,545 | $6.80M | 0.75% | +4,081+19.0% | Added |
| Jacobs & Co | 29,566 | $6.83M | 0.79% | −401−1.3% | Reduced |
| Regentatlantic Capital LLC | 29,642 | $6.85M | 0.21% | +5,124+20.9% | Added |
| Capital Investment Advisors, LLC | 29,659 | $6.85M | 0.23% | −445−1.5% | Reduced |
| First Nebraska Trust Co | 29,774 | $6.88M | 0.90% | −190−0.6% | Reduced |
| Dakota Wealth Management | 29,920 | $6.91M | 0.80% | +21,398+251.1% | Added |
| Gradient Investments LLC | 30,004 | $6.93M | 0.19% | +2,073+7.4% | Added |
| Wealth Advisory Solutions, LLC | 30,050 | $6.94M | 1.54% | −239−0.8% | Reduced |
| American Century Companies Inc | 30,493 | $7.05M | 0.00% | −64,660−68.0% | Reduced |
| First National Trust Co | 30,656 | $7.08M | 0.42% | −311−1.0% | Reduced |
| James Investment Research Inc | 30,808 | $7.12M | 0.66% | +5,606+22.2% | Added |
| JLB & Associates Inc | 30,879 | $7.13M | 1.13% | −1,840−5.6% | Reduced |
| Banque Cantonale Vaudoise | 31,017 | $7.17M | 0.31% | −1,481−4.6% | Reduced |
| Mirova | 31,088 | $7.18M | 0.92% | −2,492−7.4% | Reduced |
| Connors Investor Services Inc | 31,093 | $7.18M | 0.76% | +21,627+228.5% | Added |
| Savant Capital, LLC | 31,321 | $7.24M | 0.26% | +19,435+163.5% | Added |
| Crestwood Advisors Group LLC | 31,350 | $7.24M | 0.21% | −150.0% | Reduced |
| O'Shaughnessy Asset Management, LLC | 31,410 | $7.26M | 0.15% | +7,837+33.2% | Added |
| Independent Advisor Alliance | 32,161 | $7.43M | 0.41% | +447+1.4% | Added |
| Susquehanna Fundamental Investments, LLC | 32,580 | $7.53M | 0.14% | 00.0% | Unchanged |
| Alphinity Investment Management Pty Ltd | 32,768 | $7.57M | 0.28% | −22,298−40.5% | Reduced |
| First Midwest Bank Trust Division | 32,997 | $7.62M | 1.09% | −79−0.2% | Reduced |
| SkyOak Wealth, LLC | 33,106 | $7.65M | 2.06% | −137−0.4% | Reduced |
| D.A. Davidson & Co. | 33,203 | $7.67M | 0.09% | +859+2.7% | Added |
| Freestone Capital Holdings, LLC | 33,225 | $7.68M | 0.39% | −25−0.1% | Reduced |
| Walter & Keenan Financial Consulting Co | 33,666 | $7.78M | 2.64% | −527−1.5% | Reduced |
| Lido Advisors, LLC | 33,707 | $7.79M | 0.17% | +14,450+75.0% | Added |
| Gotham Asset Management, LLC | 33,739 | $7.79M | 0.32% | +31,854+1,689.9% | Added |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 33,817 | $7.81M | 1.36% | +1,906+6.0% | Added |
| PKO Investment Management Joint-Stock Co | 34,075 | $7.87M | 0.94% | +8,979+35.8% | Added |
| Wolverine Trading, LLC | 34,264 | $7.89M | 0.16% | +11,519+50.6% | Added |
| Northeast Financial Consultants Inc | 34,634 | $8.00M | 0.53% | +46+0.1% | Added |
| Steward Partners Investment Advisory, LLC | 34,645 | $8.01M | 0.14% | −3,322−8.7% | Reduced |
| Atria Investments LLC | 34,726 | $8.02M | 0.14% | +898+2.7% | Added |