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 |
|---|---|---|---|---|---|
| Proequities, Inc. | 7,524 | $1.74M | 0.11% | −272−3.5% | Reduced |
| Old North State Trust, LLC | 7,502 | $1.73M | 1.54% | +287+4.0% | Added |
| Trust Co of Vermont | 7,436 | $1.72M | 0.12% | −147−1.9% | Reduced |
| Market Street Wealth Management Advisors LLC | 7,387 | $1.71M | 0.68% | +2,099+39.7% | Added |
| Cambridge Trust Co | 7,380 | $1.71M | 0.06% | −169−2.2% | Reduced |
| Sym Financial Corp | 7,378 | $1.71M | 1.00% | +364+5.2% | Added |
| Telos Capital Management, Inc. | 7,367 | $1.70M | 0.23% | 00.0% | Unchanged |
| Bank of Hawaii | 7,346 | $1.70M | 0.09% | −180−2.4% | Reduced |
| Global Retirement Partners, LLC | 7,305 | $1.69M | 0.17% | −815−10.0% | Reduced |
| Myriad Asset Management Ltd. | 7,300 | $1.69M | 0.18% | +4,100+128.1% | Added |
| Wunderlich Capital Managemnt | 7,294 | $1.69M | 0.81% | +253+3.6% | Added |
| IAM Advisory, LLC | 7,188 | $1.68M | 0.71% | +7,188 | New |
| Carret Asset Management, LLC | 7,252 | $1.68M | 0.20% | −400−5.2% | Reduced |
| Banco de Sabadell, S.A | 7,241 | $1.68M | 1.13% | −54−0.7% | Reduced |
| Capital One Financial Corp | 7,210 | $1.67M | 0.21% | 00.0% | Unchanged |
| Unigestion Holding SA | 7,226 | $1.67M | 0.07% | +6,035+506.7% | Added |
| Belpointe Asset Management LLC | 7,161 | $1.65M | 0.11% | +1,088+17.9% | Added |
| Shepherd Financial Partners LLC | 7,155 | $1.65M | 0.32% | −42−0.6% | Reduced |
| Aft, Forsyth & Company, Inc. | 7,155 | $1.65M | 0.89% | +110+1.6% | Added |
| Strategic Wealth Partners, Ltd. | 7,140 | $1.65M | 0.48% | +513+7.7% | Added |
| Quilter Plc | 7,117 | $1.64M | 0.05% | −1,184−14.3% | Reduced |
| Arabesque Asset Management Ltd | 7,093 | $1.64M | 0.55% | +1,359+23.7% | Added |
| Institute for Wealth Management, LLC. | 7,080 | $1.64M | 0.29% | −30−0.4% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 7,071 | $1.63M | 0.13% | +2,497+54.6% | Added |
| Resources Investment Advisors, LLC. | 7,060 | $1.63M | 0.06% | −66−0.9% | Reduced |
| Cavalier Investments, LLC | 7,032 | $1.63M | 0.51% | +7,032 | New |
| Brandywine Oak Private Wealth LLC | 7,031 | $1.62M | 0.19% | −138−1.9% | Reduced |
| Harvest Fund Management Co., Ltd | 7,034 | $1.62M | 0.37% | +1,573+28.8% | Added |
| Vision Capital Management, Inc. | 7,026 | $1.62M | 0.26% | 00.0% | Unchanged |
| Campbell & CO Investment Adviser LLC | 7,010 | $1.62M | 0.53% | +7,010 | New |
| Quadrant Capital Group LLC | 7,002 | $1.62M | 0.23% | +26+0.4% | Added |
| Marble Harbor Investment Counsel, LLC | 6,990 | $1.61M | 0.22% | −350−4.8% | Reduced |
| Baldwin Investment Management, LLC | 6,957 | $1.61M | 0.28% | −300−4.1% | Reduced |
| Symmetry Partners, LLC | 6,931 | $1.60M | 0.11% | −268−3.7% | Reduced |
| First Financial Corp | 6,907 | $1.60M | 1.06% | −253−3.5% | Reduced |
| Ipswich Investment Management Co., Inc. | 6,907 | $1.60M | 0.41% | 00.0% | Unchanged |
| BDO Wealth Advisors, LLC | 6,904 | $1.59M | 0.18% | +203+3.0% | Added |
| Venture Visionary Partners LLC | 6,901 | $1.59M | 0.11% | −60−0.9% | Reduced |
| De Burlo Group Inc | 6,894 | $1.59M | 0.26% | 00.0% | Unchanged |
| Commerzbank Aktiengesellschaft | 6,875 | $1.59M | 0.09% | +5,750+511.1% | Added |
| KMG Fiduciary Partners, LLC | 6,829 | $1.58M | 0.27% | +3,193+87.8% | Added |
| Carroll Financial Associates, Inc. | 6,828 | $1.58M | 0.09% | +185+2.8% | Added |
| Freedom Day Solutions, LLC | 6,800 | $1.57M | 0.73% | −95−1.4% | Reduced |
| Wellington Shields Capital Management, LLC | 6,790 | $1.57M | 0.21% | −475−6.5% | Reduced |
| Cairn Investment Group, Inc. | 6,761 | $1.56M | 1.16% | 00.0% | Unchanged |
| Grove Bank & Trust | 6,757 | $1.56M | 0.33% | +133+2.0% | Added |
| Costello Asset Management, INC | 6,724 | $1.55M | 0.99% | −227−3.3% | Reduced |
| Appleton Partners Inc | 6,711 | $1.55M | 0.13% | −235−3.4% | Reduced |
| Hurlow Wealth Management Group, Inc. | 6,681 | $1.54M | 0.92% | 00.0% | Unchanged |
| Sentry Investment Management LLC | 6,678 | $1.54M | 0.45% | −1,676−20.1% | Reduced |
| United Capital Management of KS, Inc. | 6,652 | $1.54M | 0.63% | −288−4.1% | Reduced |
| Pitcairn Co | 6,630 | $1.53M | 0.11% | +451+7.3% | Added |
| Carl P. Sherr & Co., LLC | 6,586 | $1.52M | 1.21% | −10−0.2% | Reduced |
| Mechanics Bank Trust Department | 6,583 | $1.52M | 0.25% | −159−2.4% | Reduced |
| Fiduciary Trust Co | 6,556 | $1.51M | 0.03% | −205−3.0% | Reduced |
| ARS Wealth Advisors Group, LLC | 6,530 | $1.51M | 0.27% | +6,530 | New |
| CAPROCK Group, Inc. | 6,523 | $1.51M | 0.13% | +1,157+21.6% | Added |
| Boltwood Capital Management | 6,463 | $1.49M | 0.60% | −87−1.3% | Reduced |
| Wealthspire Advisors, LLC | 6,451 | $1.49M | 0.03% | +3,981+161.2% | Added |
| Zions Bancorporation, N.A. | 6,421 | $1.48M | 0.15% | +595+10.2% | Added |
| Quantitative Investment Management, LLC | 6,424 | $1.48M | 0.13% | +6,424 | New |
| Royal Harbor Partners, LLC | 6,406 | $1.48M | 1.05% | −784−10.9% | Reduced |
| RMB Capital Management, LLC | 6,344 | $1.47M | 0.05% | −620−8.9% | Reduced |
| Patten & Patten Inc | 6,306 | $1.46M | 0.11% | +9+0.1% | Added |
| Marshall Financial Group LLC | 6,228 | $1.44M | 0.74% | +195+3.2% | Added |
| Chicago Trust Co NA | 6,222 | $1.44M | 0.32% | +450+7.8% | Added |
| Oxler Private Wealth LLC | 6,200 | $1.43M | 0.63% | 00.0% | Unchanged |
| Carnegie Capital Asset Management, LLC | 6,188 | $1.43M | 0.05% | −68−1.1% | Reduced |
| Davis R M Inc | 6,175 | $1.43M | 0.04% | −178−2.8% | Reduced |
| Ancora Advisors, LLC | 6,157 | $1.42M | 0.04% | +99+1.6% | Added |
| Philadelphia Trust Co | 6,150 | $1.42M | 0.10% | −1,275−17.2% | Reduced |
| Welch Group, LLC | 6,132 | $1.42M | 0.10% | 00.0% | Unchanged |
| EP Wealth Advisors, LLC | 6,110 | $1.41M | 0.04% | −1,472−19.4% | Reduced |
| Motco | 6,113 | $1.41M | 0.09% | −45−0.7% | Reduced |
| Red Cedar Investment Management, LLC | 6,111 | $1.41M | 0.18% | +1,380+29.2% | Added |
| Adirondack Trust Co | 5,525 | $1.41M | 0.67% | −137−2.4% | Reduced |
| Thoroughbred Financial Services, LLC | 6,089 | $1.41M | 0.34% | +286+4.9% | Added |
| Sawtooth Solutions, LLC | 6,072 | $1.40M | 0.22% | +866+16.6% | Added |
| GAM Holding AG | 6,071 | $1.40M | 0.07% | +6,071 | New |
| Kirr Marbach & Co LLC | 6,053 | $1.40M | 0.41% | −513−7.8% | Reduced |
| Bank Pictet & Cie (Asia) Ltd | 6,020 | $1.39M | 0.39% | −1,476−19.7% | Reduced |
| Brighton Jones LLC | 6,004 | $1.39M | 0.07% | +312+5.5% | Added |
| Andesa Financial Management Inc. | 5,988 | $1.38M | 0.75% | −6,756−53.0% | Reduced |
| Smith, Moore & Co. | 5,967 | $1.38M | 0.21% | +228+4.0% | Added |
| Parthenon LLC | 5,962 | $1.38M | 0.21% | 00.0% | Unchanged |
| Sabal Trust CO | 5,965 | $1.38M | 0.10% | +500+9.1% | Added |
| Atlas Capital Advisors LLC | 5,937 | $1.37M | 0.22% | +5,830+5,448.6% | Added |
| West Family Investments, Inc. | 5,925 | $1.37M | 0.36% | +656+12.5% | Added |
| Chesapeake Wealth Management | 5,873 | $1.36M | 0.49% | −685−10.4% | Reduced |
| Capital Investment Advisory Services, LLC | 5,841 | $1.35M | 0.17% | +771+15.2% | Added |
| Boston Financial Mangement LLC | 5,833 | $1.35M | 0.05% | +1,175+25.2% | Added |
| Investment Partners, Ltd. | 5,811 | $1.34M | 0.61% | +6+0.1% | Added |
| Brooks, Moore & Associates, Inc. | 5,801 | $1.34M | 0.88% | −100−1.7% | Reduced |
| Galvin, Gaustad & Stein, LLC | 5,797 | $1.34M | 0.13% | −1,628−21.9% | Reduced |
| First Business Financial Services, Inc. | 5,765 | $1.33M | 0.15% | +184+3.3% | Added |
| Somerville Kurt F | 5,755 | $1.33M | 0.20% | −305−5.0% | Reduced |
| KLCM Advisors, Inc. | 5,739 | $1.33M | 0.28% | 00.0% | Unchanged |
| Clifford Swan Investment Counsel LLC | 5,304 | $1.32M | 0.05% | +200+3.9% | Added |
| First Horizon Advisors, Inc. | 5,726 | $1.32M | 0.04% | +2,521+78.7% | Added |
| Enlightenment Research, LLC | 5,700 | $1.32M | 1.61% | −595−9.5% | Reduced |