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 $942.7B 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 | $942.7B |
| Q1 2026 | 4,391 | $712.9B |
| Q4 2025 | 4,452 | $843.2B |
| Q3 2025 | 3,904 | $583.5B |
| Q2 2025 | 3,914 | $610.1B |
| Q1 2025 | 3,928 | $688.4B |
| Q4 2024 | 3,913 | $602.9B |
| Q3 2024 | 3,666 | $687.4B |
| Q2 2024 | 3,571 | $707.0B |
| Q1 2024 | 3,465 | $607.2B |
| Q4 2023 | 3,276 | $457.2B |
| Q3 2023 | 2,978 | $421.9B |
| Q2 2023 | 2,818 | $366.7B |
| Q1 2023 | 2,619 | $269.7B |
| Q4 2022 | 2,672 | $288.4B |
| Q3 2022 | 2,489 | $256.1B |
| Q2 2022 | 2,450 | $255.6B |
| Q1 2022 | 2,349 | $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 |
|---|---|---|---|---|---|
| Greenwich Wealth Management LLC | 2,394 | $553.0K | 0.05% | +41+1.7% | Added |
| Rice Hall James & Associates, LLC | 2,390 | $552.0K | 0.02% | 00.0% | Unchanged |
| 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 |
| Fieldpoint Private Securities, LLC | 2,382 | $550.0K | 0.12% | −19−0.8% | Reduced |
| Essex LLC | 2,375 | $549.0K | 0.15% | +2,375 | New |
| WealthPLAN Partners, LLC | 2,231 | $547.0K | 0.04% | +1,164+109.1% | Added |
| Quadrant Private Wealth Management, LLC | 2,356 | $544.0K | 0.22% | +22+0.9% | Added |
| Agf Investments Inc. | 2,342 | $541.0K | 0.00% | +1,372+141.4% | 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 |
| Kings Point Capital Management | 2,333 | $539.0K | 0.05% | +304+15.0% | Added |
| 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 |
| 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 |
| Westover Capital Advisors, LLC | 2,306 | $533.0K | 0.17% | 00.0% | Unchanged |
| Liberty Capital Management, Inc. | 2,300 | $531.0K | 0.16% | 00.0% | Unchanged |
| Botty Investors LLC | 2,293 | $530.0K | 0.16% | +2,293 | New |
| 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 |
| Parkside Financial Bank & Trust | 2,286 | $528.0K | 0.16% | +42+1.9% | 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 |
| Fort Point Capital Partners LLC | 2,266 | $524.0K | 0.08% | +641+39.4% | Added |
| 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 |
| 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 |
| MPS Loria Financial Planners, LLC | 2,253 | $520.0K | 0.24% | 00.0% | Unchanged |
| 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 |
| Close Asset Management Ltd | 2,239 | $517.0K | 0.03% | −103−4.4% | 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 |
| Westhampton Capital, LLC | 2,229 | $515.0K | 0.35% | −300−11.9% | Reduced |
| Tempus Wealth Planning, LLC | 2,212 | $511.0K | 0.29% | +132+6.3% | Added |
| Pointe Capital Management LLC | 2,208 | $510.0K | 0.35% | 00.0% | Unchanged |
| Fruth Investment Management | 2,203 | $509.0K | 0.16% | 00.0% | Unchanged |
| Personal Cfo Solutions, LLC | 2,188 | $506.0K | 0.10% | +90+4.3% | Added |
| Cornerstone Wealth Management, LLC | 2,187 | $505.0K | 0.05% | −101−4.4% | Reduced |
| 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 |
| Childress Capital Advisors, LLC | 2,174 | $502.0K | 0.20% | +113+5.5% | 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 |
| 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 |
| PSI Advisors, LLC | 2,155 | $498.0K | 0.23% | +365+20.4% | Added |
| 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 |
| Pavion Blue Capital, LLC | 2,143 | $495.0K | 0.31% | 00.0% | Unchanged |
| Resonant Capital Advisors, LLC | 2,136 | $494.0K | 0.09% | +45+2.2% | Added |
| Stonnington Group, LLC | 2,100 | $491.0K | 0.11% | −127−5.7% | Reduced |
| Aveo Capital Partners, LLC | 2,120 | $490.0K | 0.10% | −32−1.5% | Reduced |
| Hedeker Wealth, LLC | 2,118 | $489.0K | 0.15% | −382−15.3% | Reduced |
| Monument Capital Management | 2,117 | $489.0K | 0.17% | +45+2.2% | Added |
| Ausdal Financial Partners, Inc. | 2,106 | $487.0K | 0.07% | −136−6.1% | Reduced |
| Traphagen Investment Advisors LLC | 8,264 | $486.1K | 0.09% | +180+2.2% | Added |
| Mark Stevens | 2,099 | $485.0K | 0.05% | −151−6.7% | Reduced |
| Marco Investment Management LLC | 2,100 | $485.0K | 0.05% | 00.0% | Unchanged |
| Visionary Wealth Advisors | 2,073 | $479.0K | 0.05% | −363−14.9% | Reduced |
| Draper Asset Management, LLC | 2,066 | $477.0K | 0.45% | −5−0.2% | Reduced |
| Pinnacle Family Advisors, LLC | 2,056 | $475.0K | 0.21% | +2,056 | New |
| Clarus Wealth Advisors | 2,056 | $475.0K | 0.29% | +2,056 | New |
| Wilkins Investment Counsel Inc | 2,050 | $474.0K | 0.12% | −450−18.0% | Reduced |
| McKinley Carter Wealth Services, Inc. | 2,046 | $473.0K | 0.04% | +175+9.4% | Added |
| Sigma Investment Counselors Inc | 2,041 | $472.0K | 0.03% | −120−5.6% | Reduced |
| Moseley Investment Management Inc | 2,056 | $472.0K | 0.24% | 00.0% | Unchanged |
| Cozad Asset Management Inc | 2,043 | $472.0K | 0.07% | 00.0% | Unchanged |
| Juncture Wealth Strategies, LLC | 2,038 | $471.0K | 0.25% | −1,800−46.9% | Reduced |
| Vivaldi Capital Management, LLC | 2,039 | $471.0K | 0.10% | 00.0% | Unchanged |
| Community Trust & Investment Co | 2,030 | $469.0K | 0.04% | +2,030 | New |
| Procyon Private Wealth Partners, LLC | 2,026 | $468.0K | 0.12% | +20+1.0% | Added |
| Bluefin Capital Management, LLC | 2,020 | $467.0K | 0.05% | +2,020 | New |
| Archer Investment Corp | 2,021 | $467.0K | 0.17% | 00.0% | Unchanged |
| Opus Capital Group, LLC | 2,007 | $464.0K | 0.11% | −750−27.2% | Reduced |
| AlphaMark Advisors, LLC | 2,010 | $464.0K | 0.17% | −215−9.7% | Reduced |
| Koss-Olinger Consulting, LLC | 2,004 | $463.0K | 0.08% | −1,259−38.6% | Reduced |
| Roundview Capital LLC | 2,003 | $463.0K | 0.05% | +400+25.0% | Added |
| CSS LLC | 2,000 | $462.0K | 0.02% | −8,900−81.7% | Reduced |
| Drexel Morgan & Co. | 2,000 | $462.0K | 0.15% | −500−20.0% | Reduced |
| Cannell Peter B & Co Inc | 2,000 | $462.0K | 0.01% | 00.0% | Unchanged |
| Merrion Investment Management Co, LLC | 2,000 | $462.0K | 0.35% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 2,002 | $462.0K | 0.34% | 00.0% | Unchanged |
| Avantax Planning Partners, Inc. | 2,001 | $462.0K | 0.02% | +261+15.0% | Added |
| Shulman DeMeo Asset Management LLC | 2,001 | $462.0K | 0.40% | +2,001 | New |
| UBP Investment Advisors SA | 2,000 | $460.0K | 0.18% | 00.0% | Unchanged |
| IFG Advisory, LLC | 1,993 | $460.0K | 0.05% | −2−0.1% | Reduced |
| Centaurus Financial, Inc. | 1,981 | $458.0K | 0.04% | +1,981 | New |
| Marino, Stram & Associates LLC | 1,982 | $458.0K | 0.16% | +1,982 | New |
| Gsa Capital Partners LLP | 1,982 | $458.0K | 0.05% | +1,982 | New |
| Hummer Financial Advisory Services Inc | 1,974 | $456.0K | 0.42% | 00.0% | Unchanged |
| Next Capital Management LLC | 1,975 | $456.0K | 0.33% | +40+2.1% | Added |
| Platform Technology Partners | 1,962 | $453.0K | 0.21% | −2,655−57.5% | Reduced |