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 |
|---|---|---|---|---|---|
| Wealth Alliance | 3,275 | $756.0K | 0.17% | +16+0.5% | Added |
| Mattern Wealth Management LLC | 3,300 | $762.0K | 0.26% | 00.0% | Unchanged |
| Front Barnett Associates LLC | 3,305 | $764.0K | 0.08% | 00.0% | Unchanged |
| IFP Advisors, Inc | 3,304 | $765.0K | 0.02% | −203−5.8% | Reduced |
| Carolina Wealth Advisors, LLC | 3,318 | $767.0K | 0.51% | −117−3.4% | Reduced |
| Farmers National Bank | 4,552 | $768.6K | 0.31% | +4,552 | New |
| Maverick Capital LtdSuperinvestorMaverick Capital | 3,331 | $770.0K | 0.01% | +1,833+122.4% | Added |
| Empowered Funds, LLC | 3,336 | $771.0K | 0.10% | +1,160+53.3% | Added |
| Mitchell Sinkler & Starr | 3,342 | $772.0K | 0.70% | 00.0% | Unchanged |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 3,357 | $776.0K | 0.04% | −1,714−33.8% | Reduced |
| Knowledge Leaders Capital, LLC | 3,360 | $776.0K | 0.63% | +40+1.2% | Added |
| Perpetual Investment Management Ltd | 3,400 | $786.0K | 0.10% | 00.0% | Unchanged |
| DFPG Investments, LLC | 3,331 | $788.0K | 0.30% | −21−0.6% | Reduced |
| Modera Wealth Management, LLC | 3,416 | $789.0K | 0.04% | 00.0% | Unchanged |
| Heritage Wealth Management, LLC | 3,419 | $790.0K | 0.28% | −422−11.0% | Reduced |
| Ontario Teachers Pension Plan Board | 3,431 | $793.0K | 0.00% | −540−13.6% | Reduced |
| Stewart & Patten Co LLC | 3,430 | $793.0K | 0.13% | −210−5.8% | Reduced |
| Nwam LLC | 3,431 | $793.0K | 0.07% | −153−4.3% | Reduced |
| Roman Butler Fullerton & Co | 3,320 | $793.0K | 0.37% | −23−0.7% | Reduced |
| Strategic Investment Advisors | 3,439 | $794.0K | 0.17% | +249+7.8% | Added |
| Rehmann Capital Advisory Group | 3,435 | $794.5K | 0.08% | −224−6.1% | Reduced |
| Great Diamond Partners, LLC | 3,464 | $800.0K | 0.22% | +27+0.8% | Added |
| RFG Advisory, LLC | 3,480 | $804.0K | 0.07% | +69+2.0% | Added |
| IVC Wealth Advisors LLC | 3,493 | $807.0K | 0.56% | −150−4.1% | Reduced |
| Evermay Wealth Management LLC | 3,496 | $808.0K | 0.16% | −147−4.0% | Reduced |
| VeraBank, N.A. | 3,546 | $819.0K | 0.46% | +88+2.5% | Added |
| EPG Wealth Management LLC | 3,552 | $821.0K | 0.33% | +114+3.3% | Added |
| Ironwood Investment Counsel, LLC | 3,566 | $823.0K | 0.21% | +200+5.9% | Added |
| Stratos Wealth Advisors, LLC | 3,576 | $826.0K | 0.07% | −705−16.5% | Reduced |
| Eudaimonia Partners, LLC | 3,576 | $826.0K | 0.15% | −2−0.1% | Reduced |
| JGP Global Gestao de Recursos Ltda. | 3,576 | $826.0K | 0.30% | +1,076+43.0% | Added |
| Trustmark National Bank Trust Department | 3,579 | $827.0K | 0.07% | −100−2.7% | Reduced |
| United Bank | 3,581 | $827.0K | 0.11% | 00.0% | Unchanged |
| Azzad Asset Management Inc | 3,583 | $827.8K | 0.12% | +162+4.7% | Added |
| Prelude Capital Management, LLC | 3,599 | $832.0K | 0.05% | −1,849−33.9% | Reduced |
| Camarda Financial Advisors, LLC | 3,602 | $832.0K | 0.56% | +3,602 | New |
| NVWM, LLC | 3,614 | $835.0K | 0.30% | −937−20.6% | Reduced |
| Valmark Advisers, Inc. | 3,617 | $836.0K | 0.02% | +12+0.3% | Added |
| Triumph Capital Management | 3,630 | $839.0K | 0.39% | +3,630 | New |
| True North Advisors, LLC | 3,638 | $840.0K | 0.17% | +42+1.2% | Added |
| WMS Partners, LLC | 3,640 | $841.0K | 0.12% | −73−2.0% | Reduced |
| Endurance Wealth Management, Inc. | 3,675 | $849.0K | 0.09% | −400−9.8% | Reduced |
| Doyle Wealth Management | 3,676 | $849.0K | 0.07% | +2+0.1% | Added |
| Asahi Life Asset Management Co., Ltd. | 3,685 | $851.0K | 0.12% | +2,020+121.3% | Added |
| Marathon Capital Management | 3,688 | $853.0K | 0.19% | +961+35.2% | Added |
| Eads & Heald Wealth Management | 3,698 | $854.0K | 0.41% | −370−9.1% | Reduced |
| Washington Trust Co | 3,706 | $855.0K | 0.02% | +300+8.8% | Added |
| Parcion Private Wealth LLC | 3,604 | $857.0K | 0.08% | +60+1.7% | Added |
| Certified Advisory Corp | 3,735 | $863.0K | 0.21% | −26−0.7% | Reduced |
| Flagship Harbor Advisors, LLC | 3,764 | $864.0K | 0.09% | 00.0% | Unchanged |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 3,757 | $868.0K | 0.01% | +57+1.5% | Added |
| Berkshire Asset Management LLC | 3,760 | $869.0K | 0.06% | +359+10.6% | Added |
| Ballentine Partners, LLC | 3,774 | $872.0K | 0.03% | +48+1.3% | Added |
| Vaughan David Investments LLC | 3,773 | $872.0K | 0.03% | +450+13.5% | Added |
| Steigerwald, Gordon & Koch Inc. | 3,779 | $873.0K | 0.14% | −70−1.8% | Reduced |
| Walleye Trading LLC | 3,780 | $873.0K | 0.02% | +3,780 | New |
| Capital Advisory Group Advisory Services, LLC | 3,784 | $874.0K | 0.32% | −579−13.3% | Reduced |
| Jackson, Grant Investment Advisers, Inc. | 3,784 | $874.0K | 0.39% | +7+0.2% | Added |
| Marcum Wealth, LLC | 3,789 | $875.0K | 0.14% | −483−11.3% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 3,786 | $875.0K | 0.16% | +3,786 | New |
| Marietta Investment Partners LLC | 3,810 | $880.0K | 0.20% | 00.0% | Unchanged |
| Guardian Capital Advisors LP | 3,925 | $883.0K | 0.09% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 3,821 | $883.0K | 0.04% | +219+6.1% | Added |
| Pennsylvania Capital Management Inc | 3,626 | $884.0K | 0.39% | +2,626+262.6% | Added |
| Gilbert & Cook, Inc. | 3,829 | $885.0K | 0.16% | +1,230+47.3% | Added |
| Douglas Lane & Associates, LLC | 3,842 | $888.0K | 0.01% | −393−9.3% | Reduced |
| Oakworth Capital, Inc. | 3,847 | $888.0K | 0.09% | −250−6.1% | Reduced |
| Country Club Trust Company, n.a. | 3,870 | $892.0K | 0.08% | 00.0% | Unchanged |
| Humankind Investments LLC | 3,867 | $893.0K | 0.41% | −148−3.7% | Reduced |
| Lumature Wealth Partners, LLC | 3,869 | $894.0K | 0.37% | +289+8.1% | Added |
| Hilltop Holdings Inc. | 3,877 | $896.0K | 0.10% | +375+10.7% | Added |
| Grimes & Company, Inc. | 3,882 | $897.0K | 0.04% | +54+1.4% | Added |
| Westwood Holdings Group Inc. | 3,910 | $903.0K | 0.01% | +6+0.2% | Added |
| Biltmore Family Office, LLC | 3,930 | $908.0K | 0.22% | 00.0% | Unchanged |
| Independence Bank of Kentucky | 3,942 | $911.0K | 0.39% | −110−2.7% | Reduced |
| Avidian Wealth Solutions, LLC | 3,941 | $911.0K | 0.07% | +395+11.1% | Added |
| Beacon Investment Advisory Services, Inc. | 3,954 | $914.0K | 0.04% | −65−1.6% | Reduced |
| Campion Asset Management LLC | 3,965 | $916.0K | 0.82% | −25−0.6% | Reduced |
| Mayflower Financial Advisors, LLC | 3,784 | $917.0K | 0.12% | +35+0.9% | Added |
| Carlson Capital Management | 3,987 | $921.0K | 0.10% | +7+0.2% | Added |
| Vigilant Capital Management, LLC | 3,990 | $922.0K | 0.07% | −543−12.0% | Reduced |
| Pictet North America Advisors SA | 4,000 | $924.0K | 0.09% | 00.0% | Unchanged |
| Morse Asset Management, Inc | 4,000 | $924.0K | 0.22% | +1,000+33.3% | Added |
| Ledyard National Bank | 4,010 | $926.0K | 0.10% | 00.0% | Unchanged |
| Cim Investment Mangement Inc | 4,021 | $929.0K | 0.29% | −4,072−50.3% | Reduced |
| Sawgrass Asset Management LLC | 4,020 | $929.0K | 0.09% | 00.0% | Unchanged |
| TAP Consulting, LLC | 4,024 | $930.0K | 0.25% | −28−0.7% | Reduced |
| First National Bank & Trust Co of Newtown | 4,034 | $932.0K | 0.19% | −573−12.4% | Reduced |
| Old Second National Bank of Aurora | 4,036 | $933.0K | 0.25% | −109−2.6% | Reduced |
| MidWestOne Financial Group, Inc. | 4,049 | $936.0K | 0.22% | +70+1.8% | Added |
| Thomasville National Bank | 4,056 | $937.0K | 0.10% | −1,880−31.7% | Reduced |
| John G Ullman & Associates Inc | 4,055 | $937.0K | 0.13% | −316−7.2% | Reduced |
| Ritholtz Wealth Management | 4,059 | $938.0K | 0.07% | +284+7.5% | Added |
| Bourne Lent Asset Management Inc | 4,076 | $942.0K | 0.27% | 00.0% | Unchanged |
| Ramiah Investment Group | 4,082 | $943.1K | 0.68% | −24−0.6% | Reduced |
| Legacy Private Trust Co. | 4,085 | $944.0K | 0.08% | −3,757−47.9% | Reduced |
| Woodward Diversified Capital, LLC | 4,086 | $944.0K | 0.59% | +45+1.1% | Added |
| Trust Co of Virginia | 4,095 | $946.0K | 0.10% | +2,445+148.2% | Added |
| Kovack Advisors, Inc. | 4,117 | $951.0K | 0.10% | −67−1.6% | Reduced |
| Farmers & Merchants Trust Co of Long Beach | 4,125 | $953.0K | 0.25% | −50−1.2% | Reduced |