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 |
|---|---|---|---|---|---|
| Jackson Creek Investment Advisors LLC | 2,150 | $497.0K | 0.18% | −56−2.5% | Reduced |
| Sage Rhino Capital LLC | 2,150 | $497.0K | 0.15% | +63+3.0% | Added |
| PSI Advisors, LLC | 2,155 | $498.0K | 0.23% | +365+20.4% | Added |
| Navalign, LLC | 2,161 | $499.0K | 0.21% | −41−1.9% | Reduced |
| M&R Capital Management Inc | 2,161 | $499.0K | 0.11% | +200+10.2% | Added |
| Geller Advisors LLC | 2,165 | $500.0K | 0.11% | −96−4.2% | Reduced |
| Bridgeworth, LLC | 2,165 | $500.0K | 0.14% | −90−4.0% | Reduced |
| BerganKDV Wealth Management, LLC | 2,162 | $500.0K | 0.06% | +250+13.1% | Added |
| GYL Financial Synergies, LLC | 2,164 | $500.0K | 0.26% | +465+27.4% | Added |
| Childress Capital Advisors, LLC | 2,174 | $502.0K | 0.20% | +113+5.5% | Added |
| Krilogy Financial LLC | 2,178 | $503.0K | 0.05% | −177−7.5% | Reduced |
| Wealth Management Partners, LLC | 2,177 | $503.0K | 0.37% | 00.0% | Unchanged |
| Cornerstone Wealth Management, LLC | 2,187 | $505.0K | 0.05% | −101−4.4% | Reduced |
| Personal Cfo Solutions, LLC | 2,188 | $506.0K | 0.10% | +90+4.3% | Added |
| Fruth Investment Management | 2,203 | $509.0K | 0.16% | 00.0% | Unchanged |
| Pointe Capital Management LLC | 2,208 | $510.0K | 0.35% | 00.0% | Unchanged |
| Tempus Wealth Planning, LLC | 2,212 | $511.0K | 0.29% | +132+6.3% | Added |
| Westhampton Capital, LLC | 2,229 | $515.0K | 0.35% | −300−11.9% | Reduced |
| Amica Retiree Medical Trust | 2,234 | $516.0K | 0.47% | −983−30.6% | Reduced |
| MCF Advisors LLC | 2,234 | $516.0K | 0.05% | +46+2.1% | Added |
| Close Asset Management Ltd | 2,239 | $517.0K | 0.03% | −103−4.4% | Reduced |
| Cornerstone Investment Partners, LLC | 2,240 | $518.0K | 0.03% | −7,830−77.8% | Reduced |
| LeJeune Puetz Investment Counsel LLC | 2,242 | $518.0K | 0.19% | +392+21.2% | Added |
| MPS Loria Financial Planners, LLC | 2,253 | $520.0K | 0.24% | 00.0% | Unchanged |
| LS Investment Advisors, LLC | 2,254 | $521.0K | 0.07% | −255−10.2% | Reduced |
| LGL Partners, LLC | 2,257 | $521.0K | 0.32% | 00.0% | Unchanged |
| Cedar Brook Financial Partners, LLC | 2,258 | $522.0K | 0.16% | −99−4.2% | Reduced |
| New Jersey Better Educational Savings Trust | 2,258 | $522.0K | 1.04% | 00.0% | Unchanged |
| Fort Point Capital Partners LLC | 2,266 | $524.0K | 0.08% | +641+39.4% | Added |
| Deroy & Devereaux Private Investment Counsel Inc | 2,273 | $525.0K | 0.04% | 00.0% | Unchanged |
| Cobblestone Capital Advisors LLC | 2,272 | $525.0K | 0.04% | 00.0% | Unchanged |
| E Fund Management Co., Ltd. | 2,274 | $525.0K | 0.02% | +2,274 | New |
| Parkside Financial Bank & Trust | 2,286 | $528.0K | 0.16% | +42+1.9% | Added |
| Univest Financial Corp | 2,290 | $529.0K | 0.15% | 00.0% | Unchanged |
| Axiom Financial Strategies, LLC | 2,291 | $529.0K | 0.25% | 00.0% | Unchanged |
| Botty Investors LLC | 2,293 | $530.0K | 0.16% | +2,293 | New |
| Liberty Capital Management, Inc. | 2,300 | $531.0K | 0.16% | 00.0% | Unchanged |
| Westover Capital Advisors, LLC | 2,306 | $533.0K | 0.17% | 00.0% | Unchanged |
| BSW Wealth Partners | 2,314 | $535.0K | 0.15% | −655−22.1% | Reduced |
| RB Capital Management, LLC | 2,316 | $535.0K | 0.20% | −400−14.7% | Reduced |
| Financial Enhancement Group LLC | 2,317 | $535.0K | 0.10% | −97−4.0% | Reduced |
| Founders Financial Alliance, LLC | 2,329 | $538.0K | 0.25% | −60−2.5% | Reduced |
| Balentine LLC | 2,330 | $538.0K | 0.02% | +210+9.9% | Added |
| Kings Point Capital Management | 2,333 | $539.0K | 0.05% | +304+15.0% | Added |
| Armor Investment Advisors, LLC | 2,337 | $540.0K | 0.34% | 00.0% | Unchanged |
| Neo Ivy Capital Management | 3,292 | $540.0K | 0.62% | +3,267+13,068.0% | Added |
| Agf Investments Inc. | 2,342 | $541.0K | 0.00% | +1,372+141.4% | Added |
| Quadrant Private Wealth Management, LLC | 2,356 | $544.0K | 0.22% | +22+0.9% | Added |
| WealthPLAN Partners, LLC | 2,231 | $547.0K | 0.04% | +1,164+109.1% | Added |
| Essex LLC | 2,375 | $549.0K | 0.15% | +2,375 | New |
| Fieldpoint Private Securities, LLC | 2,382 | $550.0K | 0.12% | −19−0.8% | Reduced |
| BFT Financial Group, LLC | 2,383 | $551.0K | 0.10% | −77−3.1% | Reduced |
| Baxter Bros Inc | 2,385 | $551.0K | 0.09% | +5+0.2% | Added |
| Regal Investment Advisors LLC | 2,383 | $551.0K | 0.05% | +37+1.6% | Added |
| Rice Hall James & Associates, LLC | 2,390 | $552.0K | 0.02% | 00.0% | Unchanged |
| First National Bank of South Miami | 2,394 | $553.0K | 0.37% | 00.0% | Unchanged |
| Greenwich Wealth Management LLC | 2,394 | $553.0K | 0.05% | +41+1.7% | Added |
| Linscomb & Williams, Inc. | 2,396 | $554.0K | 0.03% | −30−1.2% | Reduced |
| Sheets Smith Wealth Management | 2,398 | $554.0K | 0.08% | 00.0% | Unchanged |
| PDT Partners, LLC | 2,400 | $555.0K | 0.04% | −5,100−68.0% | Reduced |
| Investment Research & Advisory Group, Inc. | 2,395 | $556.0K | 0.37% | −26−1.1% | Reduced |
| Alera Investment Advisors, LLC | 2,413 | $558.0K | 0.16% | 00.0% | Unchanged |
| BTR Capital Management Inc | 2,418 | $559.0K | 0.07% | 00.0% | Unchanged |
| Sargent Investment Group, LLC | 2,429 | $561.0K | 0.14% | 00.0% | Unchanged |
| Cordasco Financial Network | 2,427 | $561.0K | 0.38% | 00.0% | Unchanged |
| Bingham Osborn & Scarborough LLC | 2,427 | $561.0K | 0.04% | +126+5.5% | Added |
| Magnus Financial Group LLC | 2,440 | $564.0K | 0.12% | +7+0.3% | Added |
| Pictet & Cie (Europe) SA | 2,447 | $565.0K | 0.02% | −117−4.6% | Reduced |
| Sonora Investment Management, LLC | 2,453 | $567.0K | 0.07% | +33+1.4% | Added |
| Reilly Financial Advisors, LLC | 2,457 | $568.0K | 0.05% | −80−3.2% | Reduced |
| Sequoia Financial Advisors, LLC | 2,472 | $571.0K | 0.06% | −3,464−58.4% | Reduced |
| Veracity Capital LLC | 2,472 | $571.0K | 0.25% | +30+1.2% | Added |
| LCNB Corp | 2,475 | $572.0K | 0.29% | −200−7.5% | Reduced |
| Calton & Associates, Inc. | 2,483 | $573.0K | 0.13% | −206−7.7% | Reduced |
| First Citizens Financial Corp | 2,482 | $573.0K | 0.46% | −157−5.9% | Reduced |
| OmniStar Financial Group, Inc. | 100 | $573.0K | 0.68% | +100 | New |
| Wesleyan Assurance Society | 2,500 | $577.0K | 0.07% | 00.0% | Unchanged |
| Apollon Wealth Management, LLC | 2,496 | $577.0K | 0.08% | +1,410+129.8% | Added |
| Greatmark Investment Partners, Inc. | 2,507 | $579.0K | 0.11% | 00.0% | Unchanged |
| West Branch Capital LLC | 2,510 | $580.0K | 0.28% | +188+8.1% | Added |
| SP Asset Management | 2,320 | $581.0K | 0.06% | +7+0.3% | Added |
| McRae Capital Management Inc | 2,522 | $583.0K | 0.13% | 00.0% | Unchanged |
| Wealthcare Advisory Partners LLC | 2,534 | $586.0K | 0.04% | −258−9.2% | Reduced |
| 180 Wealth Advisors, LLC | 2,466 | $587.0K | 0.13% | −19−0.8% | Reduced |
| Gerber Kawasaki Wealth & Investment Management | 2,548 | $588.0K | 0.08% | +59+2.4% | Added |
| Trustco Bank Corp N Y | 2,556 | $590.0K | 0.55% | 00.0% | Unchanged |
| Camden Capital, LLC | 2,555 | $590.0K | 0.12% | +412+19.2% | Added |
| Lyell Wealth Management, LP | 2,556 | $591.0K | 0.07% | −11−0.4% | Reduced |
| PDS Planning, Inc | 2,560 | $591.0K | 0.14% | +34+1.3% | Added |
| Townsend Asset Management Corp | 2,563 | $592.0K | 0.31% | 00.0% | Unchanged |
| Archford Capital Strategies, LLC | 2,562 | $592.0K | 0.14% | +167+7.0% | Added |
| Taylor, Cottrill, Erickson & Associates, Inc. | 2,567 | $593.0K | 0.08% | +700+37.5% | Added |
| Atlas Brown,Inc. | 2,570 | $594.0K | 0.26% | 00.0% | Unchanged |
| Monterey Private Wealth, Inc. | 2,576 | $595.0K | 0.33% | −85−3.2% | Reduced |
| Minot Wealth Management LLC | 2,580 | $596.0K | 0.13% | +64+2.5% | Added |
| Crescent Grove Advisors, LLC | 2,584 | $597.0K | 0.06% | 00.0% | Unchanged |
| J. W. Coons Advisors, LLC | 2,578 | $597.0K | 0.20% | +305+13.4% | Added |
| Ashton Thomas Private Wealth, LLC | 2,585 | $597.3K | 0.09% | +2,585 | New |
| CFM Wealth Partners LLC | 2,593 | $599.0K | 0.15% | −23−0.9% | Reduced |
| Capital Insight Partners, LLC | 2,601 | $601.0K | 0.13% | −190−6.8% | Reduced |