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; 4,643 institutions reported holding it in 13F filings for Q2 2026, worth $942.7B 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 | 4,643 | $942.7B |
| 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 |
|---|---|---|---|---|---|
| O'Dell Group, LLC | 424 | $98.0K | 0.03% | +424 | New |
| Rockbridge Investment Management, LCC | 431 | $99.0K | 0.02% | +1+0.2% | Added |
| Rocky Mountain Advisers, LLC | 434 | $100.0K | 0.12% | −166−27.7% | Reduced |
| Giverny Capital Inc.SuperinvestorGiverny Capital | 432 | $100.0K | 0.01% | 00.0% | Unchanged |
| PFG Private Wealth Management, LLC | 432 | $100.0K | 0.06% | +432 | New |
| TD Ameritrade Investment Management, LLC | 680 | $101.0K | 0.00% | −399−37.0% | Reduced |
| McClarren Financial Advisors, Inc. | 442 | $102.0K | 0.08% | −98−18.1% | Reduced |
| Atwood & Palmer Inc | 440 | $102.0K | 0.01% | +40+10.0% | Added |
| First PREMIER Bank | 445 | $103.0K | 0.03% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 450 | $104.0K | 0.04% | +79+21.3% | Added |
| Syverson Strege & Co | 450 | $104.0K | 0.08% | +120+36.4% | Added |
| Perkins Coie Trust Co | 454 | $105.0K | 0.03% | −284−38.5% | Reduced |
| Baystate Wealth Management LLC | 465 | $108.0K | 0.01% | +8+1.8% | Added |
| Versant Capital Management, Inc | 471 | $109.0K | 0.04% | −23−4.7% | Reduced |
| Capital Directions Investment Advisors, LLC | 470 | $109.0K | 0.03% | 00.0% | Unchanged |
| CBIZ Investment Advisory Services, LLC | – | $109.0K | 0.01% | – | – |
| Cutler Group LP | 474 | $109.0K | 0.01% | +474 | New |
| WFA of San Diego, LLC | 480 | $111.0K | 0.08% | +480 | New |
| Enterprise Trust & Investment Co | 500 | $116.0K | 0.05% | −200−28.6% | Reduced |
| Arcadia Investment Management Corp | 500 | $116.0K | 0.02% | 00.0% | Unchanged |
| Mine & Arao Wealth Creation & Management, LLC. | 500 | $116.0K | 0.07% | 00.0% | Unchanged |
| Altshuler Shaham Ltd | 31,774 | $116.0K | 0.00% | +70.0% | Added |
| Wolff Wiese Magana LLC | 504 | $116.0K | 0.08% | +13+2.6% | Added |
| PrairieView Partners, LLC | 500 | $116.0K | 0.02% | +500 | New |
| Kowal Investment Group, LLC | 516 | $119.0K | 0.04% | +516 | New |
| Sittner & Nelson, LLC | 525 | $121.0K | 0.08% | 00.0% | Unchanged |
| Freedman Financial Associates, Inc. | 525 | $121.0K | 0.09% | 00.0% | Unchanged |
| Ellevest, Inc. | 536 | $124.0K | 0.01% | +43+8.7% | Added |
| Capital Advisors, Ltd. LLC | 543 | $125.0K | 0.02% | 00.0% | Unchanged |
| JNBA Financial Advisors | 540 | $125.0K | 0.02% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 550 | $127.0K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 560 | $129.0K | 0.08% | +403+256.7% | Added |
| IAG Wealth Partners, LLC | 559 | $130.0K | 0.05% | +33+6.3% | Added |
| WD Rutherford LLC | 570 | $132.0K | 0.07% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 574 | $133.0K | 0.02% | −51−8.2% | Reduced |
| CNB Bank | 585 | $135.0K | 0.08% | 00.0% | Unchanged |
| Evolution Wealth Advisors, LLC | 589 | $136.0K | 0.03% | −92−13.5% | Reduced |
| Focused Wealth Management, Inc | 589 | $136.0K | 0.02% | 00.0% | Unchanged |
| Crewe Advisors LLC | 590 | $136.0K | 0.03% | 00.0% | Unchanged |
| CKW Financial Group | 600 | $138.0K | 0.02% | 00.0% | Unchanged |
| Piscataqua Savings Bank | 602 | $139.0K | 0.12% | −41−6.4% | Reduced |
| Aspire Private Capital, LLC | 602 | $139.0K | 0.05% | 00.0% | Unchanged |
| Global Wealth Management Investment Advisory, Inc. | 600 | $139.0K | 0.04% | 00.0% | Unchanged |
| Gemmer Asset Management LLC | 605 | $140.0K | 0.02% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 617 | $142.0K | 0.04% | +290+88.7% | Added |
| Total Clarity Wealth Management, Inc. | 615 | $142.0K | 0.07% | +615 | New |
| Princeton Global Asset Management LLC | 625 | $144.0K | 0.04% | 00.0% | Unchanged |
| Lenox Wealth Advisors, LLC | 625 | $144.0K | 0.02% | +7+1.1% | Added |
| Aua Capital Management, LLC | 630 | $146.0K | 0.09% | 00.0% | Unchanged |
| True Link Financial Advisors, LLC | 636 | $147.0K | 0.02% | 00.0% | Unchanged |
| Thomas J. Herzfeld Advisors, Inc. | 642 | $148.0K | 0.07% | 00.0% | Unchanged |
| Howe & Rusling Inc | 644 | $149.0K | 0.02% | −7−1.1% | Reduced |
| Patriot Financial Group Insurance Agency, LLC | 646 | $149.0K | 0.03% | +114+21.4% | Added |
| Prestige Wealth Management Group LLC | 644 | $149.0K | 0.04% | +164+34.2% | Added |
| Addison Advisors LLC | 650 | $150.0K | 0.12% | 00.0% | Unchanged |
| Standard Family Office LLC | 652 | $151.0K | 0.04% | −4,136−86.4% | Reduced |
| Kelly Financial Services LLC | 660 | $152.5K | 0.09% | −150,828−99.6% | Reduced |
| GPS Wealth Strategies Group, LLC | 664 | $153.0K | 0.04% | +20+3.1% | Added |
| Canton Hathaway, LLC | 685 | $158.0K | 0.05% | +185+37.0% | Added |
| CVA Family Office, LLC | 1,086 | $161.0K | 0.12% | −1,055−49.3% | Reduced |
| Wolverine Asset Management LLC | 699 | $161.0K | 0.00% | −1,072−60.5% | Reduced |
| Hoertkorn Richard Charles | 700 | $162.0K | 0.07% | 00.0% | Unchanged |
| Global Trust Asset Management, LLC | 702 | $162.0K | 0.07% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 700 | $162.0K | 0.08% | 00.0% | Unchanged |
| TSFG, LLC | 708 | $164.0K | 0.06% | −27−3.7% | Reduced |
| Farmers & Merchants Trust Co of Chambersburg PA | 725 | $168.0K | 0.12% | 00.0% | Unchanged |
| Benjamin Edwards Inc | 725 | $168.0K | 0.10% | +121+20.0% | Added |
| Key Financial Inc | 730 | $169.0K | 0.10% | +4+0.6% | Added |
| Rosenberg Matthew Hamilton | 740 | $171.0K | 0.07% | +188+34.1% | Added |
| Avion Wealth | 748 | $173.0K | 0.05% | 00.0% | Unchanged |
| Ellis Investment Partners, LLC | 752 | $173.0K | 0.04% | +73+10.8% | Added |
| D'Orazio & Associates, Inc. | 752 | $174.0K | 0.04% | +108+16.8% | Added |
| Delta Asset Management LLC | 783 | $181.0K | 0.02% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 785 | $181.0K | 0.07% | +785 | New |
| McCarthy Asset Management, Inc. | 789 | $182.0K | 0.14% | 00.0% | Unchanged |
| Acima Private Wealth, LLC | 802 | $185.0K | 0.09% | −31−3.7% | Reduced |
| Baldwin Brothers Inc | 818 | $189.0K | 0.02% | −132−13.9% | Reduced |
| Carolinas Wealth Consulting LLC | 825 | $191.0K | 0.04% | +141+20.6% | Added |
| State of Wyoming | 850 | $196.0K | 0.13% | +501+143.6% | Added |
| Sterling Financial Planning, Inc. | 851 | $197.0K | 0.13% | −95−10.0% | Reduced |
| Rock Creek Group, LP | 862 | $199.0K | 0.03% | −429−33.2% | Reduced |
| QVR LLC | 860 | $199.0K | 0.41% | +800+1,333.3% | Added |
| Centerpoint Advisors, LLC | 867 | $200.0K | 0.10% | 00.0% | Unchanged |
| Strategic Wealth Designers | 873 | $201.0K | 0.06% | −47−5.1% | Reduced |
| Field & Main Bank | 869 | $201.0K | 0.13% | −10−1.1% | Reduced |
| Charter Oak Capital Management, LLC | 870 | $201.0K | 0.03% | +1+0.1% | Added |
| Dean Investment Associates, LLC | 870 | $201.0K | 0.04% | +870 | New |
| Patton Albertson Miller Group, LLC | 868 | $201.0K | 0.04% | +868 | New |
| Zhang Financial LLC | 878 | $203.0K | 0.05% | 00.0% | Unchanged |
| Reston Wealth Management LLC | 880 | $203.0K | 0.11% | +3+0.3% | Added |
| WC Walker & Associates, Inc. | 883 | $204.0K | 0.11% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 883 | $204.0K | 0.06% | +83+10.4% | Added |
| Allen Investment Management LLC | 885 | $204.0K | 0.00% | +885 | New |
| Duncker Streett & Co Inc | 889 | $205.0K | 0.04% | −389−30.4% | Reduced |
| MJP Associates Inc | 887 | $205.0K | 0.07% | +17+2.0% | Added |
| Harbor Financial Services, LLC | 894 | $207.0K | 0.09% | 00.0% | Unchanged |
| Benin Management CORP | 900 | $208.0K | 0.07% | 00.0% | Unchanged |
| O'Brien Greene & Co. Inc | 900 | $208.0K | 0.08% | 00.0% | Unchanged |
| Sculati Wealth Management, LLC | 900 | $208.0K | 0.11% | 00.0% | Unchanged |
| Birinyi Associates Inc | 900 | $208.0K | 0.07% | +900 | New |