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 |
|---|---|---|---|---|---|
| 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 |
| 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 |
| Berkshire Asset Management LLC | 3,760 | $869.0K | 0.06% | +359+10.6% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 3,757 | $868.0K | 0.01% | +57+1.5% | Added |
| Flagship Harbor Advisors, LLC | 3,764 | $864.0K | 0.09% | 00.0% | Unchanged |
| Certified Advisory Corp | 3,735 | $863.0K | 0.21% | −26−0.7% | Reduced |
| Parcion Private Wealth LLC | 3,604 | $857.0K | 0.08% | +60+1.7% | Added |
| Washington Trust Co | 3,706 | $855.0K | 0.02% | +300+8.8% | Added |
| Eads & Heald Wealth Management | 3,698 | $854.0K | 0.41% | −370−9.1% | Reduced |
| Marathon Capital Management | 3,688 | $853.0K | 0.19% | +961+35.2% | Added |
| Asahi Life Asset Management Co., Ltd. | 3,685 | $851.0K | 0.12% | +2,020+121.3% | Added |
| 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 |
| WMS Partners, LLC | 3,640 | $841.0K | 0.12% | −73−2.0% | Reduced |
| True North Advisors, LLC | 3,638 | $840.0K | 0.17% | +42+1.2% | Added |
| Triumph Capital Management | 3,630 | $839.0K | 0.39% | +3,630 | New |
| Valmark Advisers, Inc. | 3,617 | $836.0K | 0.02% | +12+0.3% | Added |
| NVWM, LLC | 3,614 | $835.0K | 0.30% | −937−20.6% | Reduced |
| 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 |
| Azzad Asset Management Inc | 3,583 | $827.8K | 0.12% | +162+4.7% | 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 |
| 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 |
| Ironwood Investment Counsel, LLC | 3,566 | $823.0K | 0.21% | +200+5.9% | Added |
| EPG Wealth Management LLC | 3,552 | $821.0K | 0.33% | +114+3.3% | Added |
| VeraBank, N.A. | 3,546 | $819.0K | 0.46% | +88+2.5% | Added |
| Evermay Wealth Management LLC | 3,496 | $808.0K | 0.16% | −147−4.0% | Reduced |
| IVC Wealth Advisors LLC | 3,493 | $807.0K | 0.56% | −150−4.1% | Reduced |
| RFG Advisory, LLC | 3,480 | $804.0K | 0.07% | +69+2.0% | Added |
| Great Diamond Partners, LLC | 3,464 | $800.0K | 0.22% | +27+0.8% | Added |
| Rehmann Capital Advisory Group | 3,435 | $794.5K | 0.08% | −224−6.1% | Reduced |
| Strategic Investment Advisors | 3,439 | $794.0K | 0.17% | +249+7.8% | Added |
| 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 |
| Heritage Wealth Management, LLC | 3,419 | $790.0K | 0.28% | −422−11.0% | Reduced |
| Modera Wealth Management, LLC | 3,416 | $789.0K | 0.04% | 00.0% | Unchanged |
| DFPG Investments, LLC | 3,331 | $788.0K | 0.30% | −21−0.6% | Reduced |
| Perpetual Investment Management Ltd | 3,400 | $786.0K | 0.10% | 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 |
| Mitchell Sinkler & Starr | 3,342 | $772.0K | 0.70% | 00.0% | Unchanged |
| Empowered Funds, LLC | 3,336 | $771.0K | 0.10% | +1,160+53.3% | Added |
| Maverick Capital LtdSuperinvestorMaverick Capital | 3,331 | $770.0K | 0.01% | +1,833+122.4% | Added |
| Farmers National Bank | 4,552 | $768.6K | 0.31% | +4,552 | New |
| Carolina Wealth Advisors, LLC | 3,318 | $767.0K | 0.51% | −117−3.4% | Reduced |
| IFP Advisors, Inc | 3,304 | $765.0K | 0.02% | −203−5.8% | Reduced |
| Front Barnett Associates LLC | 3,305 | $764.0K | 0.08% | 00.0% | Unchanged |
| Mattern Wealth Management LLC | 3,300 | $762.0K | 0.26% | 00.0% | Unchanged |
| Wealth Alliance | 3,275 | $756.0K | 0.17% | +16+0.5% | Added |
| Camden National Bank | 3,269 | $755.0K | 0.15% | −1,082−24.9% | Reduced |
| First Citizens Bank & Trust Co | 3,262 | $754.0K | 0.04% | −3,121−48.9% | Reduced |
| Level Four Advisory Services, LLC | 3,260 | $753.0K | 0.08% | −2,663−45.0% | Reduced |
| Cape Cod Five Cents Savings Bank | 3,259 | $753.0K | 0.08% | −242−6.9% | Reduced |
| Garrison Asset Management, LLC | 3,247 | $750.0K | 0.46% | −21−0.6% | Reduced |
| Principle Wealth Partners LLC | 3,245 | $750.0K | 0.09% | 00.0% | Unchanged |
| AlphaStar Capital Management, LLC | 3,103 | $748.0K | 0.05% | +1,777+134.0% | Added |
| Means Investment Co., Inc. | 3,232 | $747.0K | 0.15% | −25−0.8% | Reduced |
| Steel Peak Wealth Management LLC | 3,225 | $745.0K | 0.05% | +778+31.8% | Added |
| Knights of Columbus Asset Advisors LLC | 3,197 | $739.0K | 0.07% | +1,040+48.2% | Added |
| Salem Capital Management Inc | 3,194 | $738.0K | 0.40% | −300−8.6% | Reduced |
| ACG Wealth | 3,182 | $735.0K | 0.10% | −30−0.9% | Reduced |
| Kore Private Wealth LLC | 3,163 | $731.0K | 0.08% | −252−7.4% | Reduced |
| Northwest Quadrant Wealth Management, LLC | 3,166 | $729.0K | 0.21% | +7+0.2% | Added |
| Bar Harbor Trust Services | 3,132 | $724.0K | 0.23% | −39−1.2% | Reduced |
| Murphy, Middleton, Hinkle & Parker, Inc. | 3,126 | $722.0K | 0.42% | −12−0.4% | Reduced |
| Eqis Capital Management, Inc. | 3,116 | $720.0K | 0.05% | −888−22.2% | Reduced |
| Aries Wealth Management | 3,115 | $720.0K | 0.30% | +202+6.9% | Added |
| Burt Wealth Advisors | 3,113 | $719.0K | 0.23% | −347−10.0% | Reduced |
| Princeton Capital Management LLC | 3,113 | $719.0K | 0.23% | +54+1.8% | Added |
| Bristlecone Advisors, LLC | 3,109 | $718.0K | 0.09% | 00.0% | Unchanged |
| Tributary Capital Management, LLC | 3,105 | $717.0K | 0.06% | −120−3.7% | Reduced |
| Bedell Frazier Investment Counseling, LLC | 3,100 | $716.0K | 0.20% | 00.0% | Unchanged |
| Bangor Savings Bank | 3,092 | $715.0K | 0.07% | −25−0.8% | Reduced |
| Tectonic Advisors LLC | 3,089 | $714.0K | 0.14% | −118−3.7% | Reduced |
| Accredited Investors Inc. | 3,078 | $711.0K | 0.08% | +105+3.5% | Added |
| Wealth Dimensions Group, Ltd. | 3,074 | $710.0K | 0.45% | 00.0% | Unchanged |
| Grandfield & Dodd, LLC | 3,071 | $710.0K | 0.05% | 00.0% | Unchanged |
| Arkadios Wealth Advisors | 3,061 | $707.0K | 0.10% | −470−13.3% | Reduced |
| Van Cleef Asset Management,Inc | 3,050 | $705.0K | 0.11% | −58−1.9% | Reduced |
| Foster Dykema Cabot & Co Inc | 3,053 | $705.0K | 0.09% | +1,269+71.1% | Added |
| Proficio Capital Partners LLC | 3,043 | $703.0K | 0.09% | −65−2.1% | Reduced |
| Verition Fund Management LLC | 3,037 | $702.0K | 0.01% | +3,037 | New |
| RDA Financial Network | 3,010 | $695.0K | 0.31% | +130+4.5% | Added |
| Fairfield, Bush & Co. | 3,000 | $693.0K | 0.23% | −21,325−87.7% | Reduced |
| Allegheny Financial Group LTD | 2,999 | $693.0K | 0.32% | +21+0.7% | Added |
| Johnson Financial Group, Inc. | 3,003 | $693.0K | 0.05% | +134+4.7% | Added |
| Foundations Investment Advisors, LLC | 2,995 | $692.0K | 0.03% | +8+0.3% | Added |
| Strategic Blueprint, LLC | 2,996 | $692.0K | 0.11% | +131+4.6% | Added |
| Buckhead Capital Management LLC | 2,992 | $691.0K | 0.15% | −30−1.0% | Reduced |
| Carmichael Hill & Associates, Inc. | 2,979 | $688.0K | 0.39% | 00.0% | Unchanged |
| Graves-Light Private Wealth Management, Inc. | 2,975 | $687.0K | 0.11% | −28−0.9% | Reduced |
| Cornerstone Advisory, LLC | 2,971 | $686.0K | 0.11% | 00.0% | Unchanged |
| Frisch Financial Group, Inc. | 2,955 | $683.0K | 0.23% | +7+0.2% | Added |