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 |
|---|---|---|---|---|---|
| Newman Dignan & Sheerar, Inc. | 1,430 | $330.0K | 0.11% | +200+16.3% | Added |
| Lathrop Investment Management Corp | 1,436 | $332.0K | 0.07% | 00.0% | Unchanged |
| Twin Focus Capital Partners, LLC | 1,445 | $334.0K | 0.08% | −15−1.0% | Reduced |
| Plante Moran Financial Advisors, LLC | 1,452 | $335.0K | 0.07% | +199+15.9% | Added |
| Norman Fields, Gottscho Capital Management, LLC | 1,460 | $337.0K | 0.13% | 00.0% | Unchanged |
| Blue Chip Partners, Inc. | 1,459 | $337.0K | 0.05% | +93+6.8% | Added |
| Bell Bank | 1,462 | $338.0K | 0.04% | 00.0% | Unchanged |
| Titus Wealth Management | 1,466 | $338.0K | 0.18% | 00.0% | Unchanged |
| Evoke Wealth, LLC | 1,467 | $339.0K | 0.01% | −153−9.4% | Reduced |
| Barrett Asset Management, LLC | 1,475 | $341.0K | 0.02% | −1,600−52.0% | Reduced |
| Anchor Capital Advisors LLC | 1,475 | $341.0K | 0.01% | −50−3.3% | Reduced |
| McLean Asset Management Corp | 1,374 | $341.0K | 0.13% | +149+12.2% | Added |
| Schneider Downs Wealth Management Advisors, LP | 1,476 | $341.0K | 0.09% | +472+47.0% | Added |
| Reliant Investment Management, LLC | 1,482 | $342.0K | 0.17% | 00.0% | Unchanged |
| Wealth Architects, LLC | 1,488 | $344.0K | 0.07% | +18+1.2% | Added |
| Infrastructure Capital Advisors, LLC | 1,501 | $345.0K | 0.05% | +1,501 | New |
| Valley Brook Capital Group | 1,501 | $346.0K | 0.34% | 00.0% | Unchanged |
| Domani Wealth, LLC | 1,500 | $347.0K | 0.07% | −257−14.6% | Reduced |
| Roof Eidam & Maycock | 1,500 | $347.0K | 0.13% | 00.0% | Unchanged |
| Mark Sheptoff Financial Planning, LLC | 1,500 | $347.0K | 0.19% | +400+36.4% | Added |
| Independent Financial Group, LLC | 1,511 | $349.1K | 0.04% | +49+3.4% | Added |
| Iowa State Bank | 1,516 | $350.0K | 0.10% | 00.0% | Unchanged |
| Autus Asset Management, LLC | 1,516 | $350.0K | 0.04% | +1,516 | New |
| US Asset Management LLC | 1,516 | $350.0K | 0.34% | +1,516 | New |
| Ridgecrest Wealth Partners, LLC | 1,520 | $351.0K | 0.19% | +1,520 | New |
| Hudock, Inc. | 1,525 | $352.0K | 0.11% | −228−13.0% | Reduced |
| First Commonwealth Financial Corp | 1,524 | $352.0K | 0.13% | 00.0% | Unchanged |
| Dividend Assets Capital, LLC | 1,526 | $353.0K | 0.07% | 00.0% | Unchanged |
| Wallace Capital Management Inc. | 1,530 | $354.0K | 0.05% | −71−4.4% | Reduced |
| Phoenix Wealth Advisors | 1,534 | $354.0K | 0.26% | 00.0% | Unchanged |
| BancorpSouth Bank | 1,530 | $354.0K | 0.05% | 00.0% | Unchanged |
| Stockman Wealth Management, Inc. | 1,538 | $355.0K | 0.08% | +63+4.3% | Added |
| Pacific Sun Financial Corp | 1,535 | $355.0K | 0.20% | +1,535 | New |
| Meridian Wealth Management, LLC | 1,540 | $356.0K | 0.04% | −235−13.2% | Reduced |
| Axiom Investment Management LLC | 1,548 | $357.0K | 0.36% | −1,090−41.3% | Reduced |
| First National Bank Sioux Falls | 1,547 | $357.0K | 0.60% | 00.0% | Unchanged |
| German American Bancorp, Inc. | 1,543 | $357.0K | 0.05% | 00.0% | Unchanged |
| Monarch Capital Management Inc | 1,549 | $358.0K | 0.10% | −130−7.7% | Reduced |
| Moreno Evelyn V | 1,550 | $358.0K | 0.08% | 00.0% | Unchanged |
| Amarillo National Bank | 1,552 | $359.0K | 0.07% | 00.0% | Unchanged |
| Sather Financial Group Inc | 1,555 | $359.0K | 0.04% | +1,555 | New |
| Innova Wealth Partners | 1,560 | $360.0K | 0.29% | −349−18.3% | Reduced |
| Court Place Advisors, LLC | 1,563 | $361.0K | 0.11% | −25−1.6% | Reduced |
| Occidental Asset Management, LLC | 1,563 | $361.0K | 0.09% | +40+2.6% | Added |
| Cypress Wealth Services, LLC | 1,571 | $363.0K | 0.11% | −375−19.3% | Reduced |
| Nadler Financial Group, Inc. | 1,570 | $363.0K | 0.06% | 00.0% | Unchanged |
| Highland Private Wealth Management | 1,570 | $363.0K | 0.05% | +82+5.5% | Added |
| Golden Green, Inc. | 1,581 | $365.0K | 0.28% | −45−2.8% | Reduced |
| Threadgill Financial, LLC | 1,600 | $365.0K | 0.30% | +1,600 | New |
| Live Oak Private Wealth LLC | 1,582 | $366.0K | 0.07% | +457+40.6% | Added |
| Wedge Capital Management L L P | 1,590 | $367.0K | 0.00% | −17−1.1% | Reduced |
| Halbert Hargrove Global Advisors, LLC | 1,589 | $367.0K | 0.03% | −16−1.0% | Reduced |
| St Germain D J Co Inc | 1,587 | $367.0K | 0.02% | +132+9.1% | Added |
| SRS Capital Advisors, Inc. | 1,594 | $368.0K | 0.05% | +47+3.0% | Added |
| BEAM Asset Management, LLC | 1,597 | $369.0K | 0.32% | +40+2.6% | Added |
| Heritage Trust Co | 1,601 | $370.0K | 0.05% | −10−0.6% | Reduced |
| Prescott Group Capital Management, L.L.C. | 1,600 | $370.0K | 0.10% | 00.0% | Unchanged |
| Cox Capital Mgt LLC | 1,600 | $370.0K | 0.25% | 00.0% | Unchanged |
| Wealth Alliance Advisory Group, LLC | 1,604 | $371.0K | 0.18% | 00.0% | Unchanged |
| CFS Investment Advisory Services, LLC | 1,612 | $372.0K | 0.05% | +1,612 | New |
| Asset Dedication, LLC | 1,612 | $373.0K | 0.05% | +214+15.3% | Added |
| Girard Partners Ltd. | 1,623 | $374.0K | 0.05% | −222−12.0% | Reduced |
| Taylor Hoffman Wealth Management | 1,629 | $374.0K | 0.16% | 00.0% | Unchanged |
| Fermata Advisors, LLC | 1,619 | $374.0K | 0.17% | +93+6.1% | Added |
| Cliftonlarsonallen Wealth Advisors, LLC | 1,625 | $375.0K | 0.01% | −179−9.9% | Reduced |
| Clarus Group, Inc. | 1,623 | $375.0K | 0.26% | 00.0% | Unchanged |
| Paragon Capital Management Ltd | 1,624 | $375.0K | 0.06% | +2+0.1% | Added |
| Financial Management Professionals, Inc. | 1,632 | $377.0K | 0.09% | +27+1.7% | Added |
| Asio Capital, LLC | 1,635 | $378.0K | 0.13% | 00.0% | Unchanged |
| Hudson Value Partners, LLC | 1,634 | $378.0K | 0.21% | 00.0% | Unchanged |
| Private Capital Group, LLC | 1,636 | $378.0K | 0.09% | +13+0.8% | Added |
| Good Life Advisors, LLC | 1,638 | $378.0K | 0.05% | +332+25.4% | Added |
| North Point Portfolio Managers Corp | 1,641 | $379.0K | 0.05% | −15−0.9% | Reduced |
| Tatro Capital, LLC | 1,645 | $380.0K | 0.30% | +38+2.4% | Added |
| Retirement Income Solutions, Inc | 1,663 | $384.0K | 0.13% | 00.0% | Unchanged |
| WoodTrust Financial Corp | 1,662 | $384.0K | 0.09% | +475+40.0% | Added |
| Flaharty Asset Management, LLC | 1,666 | $385.0K | 0.08% | −121−6.8% | Reduced |
| Nations Financial Group Inc, | 1,667 | $385.0K | 0.06% | +8+0.5% | Added |
| Sage Mountain Advisors LLC | 1,668 | $385.0K | 0.06% | +423+34.0% | Added |
| Tradewinds Capital Management, LLC | 1,669 | $386.0K | 0.07% | 00.0% | Unchanged |
| FC Advisory LLC | 1,679 | $388.0K | 0.17% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 1,679 | $388.0K | 0.10% | +67+4.2% | Added |
| Silver Lake Advisory, LLC | 1,684 | $389.0K | 0.19% | +3+0.2% | Added |
| Measured Wealth Private Client Group, LLC | 1,689 | $390.0K | 0.15% | +546+47.8% | Added |
| Circle Wealth Management, LLC | 1,696 | $392.0K | 0.06% | +47+2.9% | Added |
| Cullinan Associates Inc | 1,700 | $393.0K | 0.02% | −1,000−37.0% | Reduced |
| Mayfair Advisory Group, LLC | 1,754 | $394.0K | 0.60% | 00.0% | Unchanged |
| Cubic Asset Management, LLC | 1,707 | $394.0K | 0.10% | 00.0% | Unchanged |
| AGF Investments LLC | 1,709 | $395.0K | 0.04% | −3,202−65.2% | Reduced |
| Collective Family Office LLC | 1,709 | $395.0K | 0.17% | −128−7.0% | Reduced |
| Enterprise Financial Services Corp | 1,708 | $395.0K | 0.05% | +138+8.8% | Added |
| LexAurum Advisors, LLC | 1,712 | $396.0K | 0.12% | 00.0% | Unchanged |
| Omnia Family Wealth, LLC | 1,720 | $397.0K | 0.27% | 00.0% | Unchanged |
| Investors Financial Group, LLC | 1,719 | $397.0K | 0.21% | −4−0.2% | Reduced |
| TBH Global Asset Management, LLC | 1,730 | $400.0K | 0.09% | 00.0% | Unchanged |
| Oarsman Capital, Inc. | 1,735 | $401.0K | 0.16% | 00.0% | Unchanged |
| Full Sail Capital, LLC | 1,737 | $402.0K | 0.04% | 00.0% | Unchanged |
| BCJ Capital Management, LLC | 1,741 | $402.0K | 0.04% | +376+27.5% | Added |
| HHM Wealth Advisors, LLC | 1,745 | $403.0K | 0.11% | −7−0.4% | Reduced |
| Corundum Group, Inc. | 1,745 | $403.0K | 0.30% | +114+7.0% | Added |