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 |
|---|---|---|---|---|---|
| ZWJ Investment Counsel Inc | 5,695 | $1.32M | 0.07% | +150+2.7% | Added |
| U.S. Capital Wealth Advisors, LLC | 5,679 | $1.31M | 0.06% | +5,679 | New |
| Hoylecohen, LLC | 5,662 | $1.31M | 0.12% | −440−7.2% | Reduced |
| Sippican Capital Advisors | 5,656 | $1.31M | 1.13% | −160−2.8% | Reduced |
| Park Avenue Securities LLC | 5,622 | $1.30M | 0.03% | +394+7.5% | Added |
| StoneX Group Inc. | 5,597 | $1.29M | 0.19% | −446−7.4% | Reduced |
| Verdence Capital Advisors LLC | 5,590 | $1.29M | 0.17% | +89+1.6% | Added |
| Whittier Trust Co of Nevada Inc | 5,583 | $1.29M | 0.05% | +51+0.9% | Added |
| Ballast, Inc. | 5,579 | $1.29M | 0.54% | +79+1.4% | Added |
| Mission Wealth Management, LP | 5,570 | $1.29M | 0.07% | +121+2.2% | Added |
| Affinity Capital Advisors, LLC | 5,562 | $1.28M | 0.43% | 00.0% | Unchanged |
| Human Investing LLC | 5,554 | $1.28M | 0.30% | −1,289−18.8% | Reduced |
| Joel Isaacson & Co., LLC | 5,544 | $1.28M | 0.10% | +749+15.6% | Added |
| Woodstock Corp | 5,524 | $1.28M | 0.15% | +19+0.3% | Added |
| Lumbard & Kellner, LLC | 5,519 | $1.27M | 0.50% | 00.0% | Unchanged |
| CCM Investment Advisers LLC | 5,505 | $1.27M | 0.17% | 00.0% | Unchanged |
| Ironwood Financial, llc | 5,499 | $1.27M | 0.37% | +809+17.2% | Added |
| DF Dent & Co Inc | 5,476 | $1.26M | 0.01% | 00.0% | Unchanged |
| Nicolet Bankshares Inc | 5,475 | $1.26M | 0.33% | +646+13.4% | Added |
| Thompson Siegel & Walmsley LLC | 5,450 | $1.26M | 0.02% | 00.0% | Unchanged |
| Stoneridge Investment Partners LLC | 5,450 | $1.26M | 0.63% | +5,450 | New |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 5,441 | $1.26M | 0.41% | −147−2.6% | Reduced |
| Wealth Management Associates, Inc. | 5,430 | $1.25M | 0.73% | −47−0.9% | Reduced |
| Wealthquest Corp | 5,428 | $1.25M | 0.21% | −9−0.2% | Reduced |
| Massmutual Trust Co FSB | 5,423 | $1.25M | 0.05% | +4,600+558.9% | Added |
| Van Strum & Towne Inc. | 5,400 | $1.25M | 0.49% | 00.0% | Unchanged |
| Chicago Partners Investment Group LLC | 4,752 | $1.25M | 0.09% | +83+1.8% | Added |
| Simmons Bank | 5,396 | $1.25M | 0.09% | −382−6.6% | Reduced |
| Wealth Enhancement & Preservation of GA, LLC | 5,378 | $1.24M | 0.96% | −495−8.4% | Reduced |
| Pinnacle Bancorp, Inc. | 5,366 | $1.24M | 0.50% | +95+1.8% | Added |
| Bellecapital International Ltd. | 5,352 | $1.24M | 0.38% | 00.0% | Unchanged |
| Wedbush Securities Inc | 5,348 | $1.24M | 0.06% | +48+0.9% | Added |
| Altium Wealth Management LLC | 5,339 | $1.23M | 0.09% | +192+3.7% | Added |
| Ifrah Financial Services, Inc. | 5,294 | $1.22M | 0.35% | −24−0.5% | Reduced |
| Blueshift Asset Management, LLC | 5,241 | $1.21M | 0.07% | +3,613+221.9% | Added |
| DCM Advisors, LLC | 5,233 | $1.21M | 0.47% | +5,233 | New |
| Legacy Wealth Asset Management, LLC | 5,230 | $1.21M | 0.55% | +751+16.8% | Added |
| Meritage Portfolio Management | 5,222 | $1.21M | 0.07% | 00.0% | Unchanged |
| Pantheon Investment Group, LLC | 5,223 | $1.21M | 1.04% | −248−4.5% | Reduced |
| Waddell & Associates, LLC | 5,203 | $1.20M | 0.20% | −23,540−81.9% | Reduced |
| R.m.sincerbeaux Capital Management LLC | 5,200 | $1.20M | 0.79% | −1,000−16.1% | Reduced |
| Woodmont Investment Counsel LLC | 5,196 | $1.20M | 0.17% | −30−0.6% | Reduced |
| Peachtree Investment Partners, LLC | 5,197 | $1.20M | 0.59% | +350+7.2% | Added |
| Moneta Group Investment Advisors LLC | 5,189 | $1.20M | 0.06% | −3,237−38.4% | Reduced |
| Wallington Asset Management, LLC | 5,186 | $1.20M | 0.20% | −85−1.6% | Reduced |
| Leavell Investment Management, Inc. | 5,180 | $1.20M | 0.09% | −241−4.4% | Reduced |
| Schulhoff & Co Inc | 5,175 | $1.20M | 0.54% | +50+1.0% | Added |
| KG&L Capital Management,LLC | 5,173 | $1.20M | 0.53% | +860+19.9% | Added |
| Peddock Capital Advisors, LLC | 5,116 | $1.18M | 0.42% | +5+0.1% | Added |
| J.W. Cole Advisors, Inc. | 5,097 | $1.18M | 0.08% | +411+8.8% | Added |
| Bridge Creek Capital Management LLC | 5,075 | $1.17M | 0.44% | +165+3.4% | Added |
| Coldstream Capital Management Inc | 7,904 | $1.17M | 0.06% | −154−1.9% | Reduced |
| Laurel Wealth Advisors, Inc. | 5,065 | $1.17M | 0.21% | −796−13.6% | Reduced |
| Financial Advisory Service, Inc. | 5,042 | $1.17M | 0.11% | −86−1.7% | Reduced |
| WNY Asset Management, LLC | 5,024 | $1.16M | 0.40% | −50−1.0% | Reduced |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 5,022 | $1.16M | 1.38% | +435+9.5% | Added |
| Keebeck Wealth Management, LLC | 5,019 | $1.16M | 0.23% | −311−5.8% | Reduced |
| West Chester Capital Advisors, Inc | 5,020 | $1.16M | 0.89% | −204−3.9% | Reduced |
| Ropes Wealth Advisors LLC | 4,974 | $1.15M | 0.18% | −517−9.4% | Reduced |
| Orion Portfolio Solutions, LLC | 4,975 | $1.15M | 0.04% | +279+5.9% | Added |
| Hanson & Doremus Investment Management | 4,963 | $1.15M | 0.27% | −335−6.3% | Reduced |
| Dynamic Advisor Solutions LLC | 4,959 | $1.15M | 0.09% | +491+11.0% | Added |
| Caxton Associates LP | 4,953 | $1.14M | 0.16% | +4,953 | New |
| BCS Wealth Management | 4,948 | $1.14M | 0.48% | +7+0.1% | Added |
| Beaton Management Co. Inc. | 4,943 | $1.14M | 0.76% | 00.0% | Unchanged |
| Qtron Investments LLC | 4,939 | $1.14M | 0.31% | 00.0% | Unchanged |
| Mather Group, LLC. | 4,936 | $1.14M | 0.03% | +385+8.5% | Added |
| Mengis Capital Management, Inc. | 4,933 | $1.14M | 0.24% | +7+0.1% | Added |
| TD Private Client Wealth LLC | 4,921 | $1.14M | 0.05% | −158−3.1% | Reduced |
| Northern Oak Wealth Management Inc | 4,905 | $1.13M | 0.14% | −125−2.5% | Reduced |
| Pearl River Capital, LLC | 4,905 | $1.13M | 0.31% | +4,905 | New |
| Suncoast Equity Management | 4,890 | $1.13M | 0.16% | −1,430−22.6% | Reduced |
| Sandy Spring Bank | 4,881 | $1.13M | 0.06% | +1,250+34.4% | Added |
| Great Lakes Advisors, LLC | 4,864 | $1.12M | 0.02% | −288−5.6% | Reduced |
| HC Advisors, LLC | 4,863 | $1.12M | 0.74% | +1,595+48.8% | Added |
| Weather Gauge Advisory, LLC | 4,847 | $1.12M | 1.45% | −105−2.1% | Reduced |
| Range Financial Group LLC | 4,827 | $1.11M | 0.80% | −147−3.0% | Reduced |
| Folger Nolan Fleming Douglas Capital Management, Inc | 4,822 | $1.11M | 0.13% | 00.0% | Unchanged |
| Gladstone Institutional Advisory LLC | 4,822 | $1.11M | 0.11% | +3,550+279.1% | Added |
| Clare Market Investments LLC | 4,804 | $1.11M | 0.33% | +1,685+54.0% | Added |
| Change Path, LLC | 4,767 | $1.10M | 0.07% | −22−0.5% | Reduced |
| Smith, Salley & Associates | 4,763 | $1.10M | 0.09% | −85−1.8% | Reduced |
| Koshinski Asset Management, Inc. | 4,757 | $1.10M | 0.10% | +936+24.5% | Added |
| Winton Group Ltd | 4,738 | $1.09M | 0.06% | +4,738 | New |
| V Wealth Advisors LLC | 4,737 | $1.09M | 0.17% | −133−2.7% | Reduced |
| Frontier Wealth Management LLC | 4,717 | $1.09M | 0.08% | −560−10.6% | Reduced |
| Cerro Pacific Wealth Advisors LLC | 4,694 | $1.08M | 0.78% | +1,822+63.4% | Added |
| 9258 Wealth Management, LLC | 4,686 | $1.08M | 0.29% | −32−0.7% | Reduced |
| Silvercrest Asset Management Group LLC | 4,683 | $1.08M | 0.01% | +1,760+60.2% | Added |
| Creative Financial Designs Inc | 4,670 | $1.08M | 0.18% | −238−4.8% | Reduced |
| Lake Street Financial LLC | 4,662 | $1.08M | 0.26% | −22−0.5% | Reduced |
| Gratus Capital LLC | 4,657 | $1.08M | 0.12% | +353+8.2% | Added |
| Vectors Research Management, LLC | 4,630 | $1.07M | 0.25% | 00.0% | Unchanged |
| HNP Capital LLC | 4,630 | $1.07M | 0.27% | 00.0% | Unchanged |
| ARGA Investment Management, LP | 4,625 | $1.07M | 0.07% | −1,260−21.4% | Reduced |
| Buffington Mohr McNeal | 4,620 | $1.07M | 0.20% | −650−12.3% | Reduced |
| Lokken Investment Group LLC | 4,618 | $1.07M | 0.85% | −124−2.6% | Reduced |
| First Dallas Securities Inc. | 4,600 | $1.06M | 0.73% | +10.0% | Added |
| American Money Management, LLC | 4,595 | $1.06M | 0.30% | −18−0.4% | Reduced |
| Fundamentun, LLC | 4,597 | $1.06M | 0.18% | +2,313+101.3% | Added |