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 |
|---|---|---|---|---|---|
| Cox Capital Mgt LLC | 1,600 | $370.0K | 0.25% | 00.0% | Unchanged |
| BEAM Asset Management, LLC | 1,597 | $369.0K | 0.32% | +40+2.6% | Added |
| SRS Capital Advisors, Inc. | 1,594 | $368.0K | 0.05% | +47+3.0% | Added |
| Wedge Capital Management L L P | 1,590 | $367.0K | 0.00% | −17−1.1% | Reduced |
| Halbert Hargrove Global Advisors, LLC | 1,589 | $367.0K | 0.03% | −16−1.0% | Reduced |
| St Germain D J Co Inc | 1,587 | $367.0K | 0.02% | +132+9.1% | Added |
| Live Oak Private Wealth LLC | 1,582 | $366.0K | 0.07% | +457+40.6% | Added |
| Golden Green, Inc. | 1,581 | $365.0K | 0.28% | −45−2.8% | Reduced |
| Threadgill Financial, LLC | 1,600 | $365.0K | 0.30% | +1,600 | New |
| Cypress Wealth Services, LLC | 1,571 | $363.0K | 0.11% | −375−19.3% | Reduced |
| Nadler Financial Group, Inc. | 1,570 | $363.0K | 0.06% | 00.0% | Unchanged |
| Highland Private Wealth Management | 1,570 | $363.0K | 0.05% | +82+5.5% | Added |
| Court Place Advisors, LLC | 1,563 | $361.0K | 0.11% | −25−1.6% | Reduced |
| Occidental Asset Management, LLC | 1,563 | $361.0K | 0.09% | +40+2.6% | Added |
| Innova Wealth Partners | 1,560 | $360.0K | 0.29% | −349−18.3% | Reduced |
| Amarillo National Bank | 1,552 | $359.0K | 0.07% | 00.0% | Unchanged |
| Sather Financial Group Inc | 1,555 | $359.0K | 0.04% | +1,555 | New |
| Monarch Capital Management Inc | 1,549 | $358.0K | 0.10% | −130−7.7% | Reduced |
| Moreno Evelyn V | 1,550 | $358.0K | 0.08% | 00.0% | Unchanged |
| Axiom Investment Management LLC | 1,548 | $357.0K | 0.36% | −1,090−41.3% | Reduced |
| First National Bank Sioux Falls | 1,547 | $357.0K | 0.60% | 00.0% | Unchanged |
| German American Bancorp, Inc. | 1,543 | $357.0K | 0.05% | 00.0% | Unchanged |
| Meridian Wealth Management, LLC | 1,540 | $356.0K | 0.04% | −235−13.2% | Reduced |
| Stockman Wealth Management, Inc. | 1,538 | $355.0K | 0.08% | +63+4.3% | Added |
| Pacific Sun Financial Corp | 1,535 | $355.0K | 0.20% | +1,535 | New |
| Wallace Capital Management Inc. | 1,530 | $354.0K | 0.05% | −71−4.4% | Reduced |
| Phoenix Wealth Advisors | 1,534 | $354.0K | 0.26% | 00.0% | Unchanged |
| BancorpSouth Bank | 1,530 | $354.0K | 0.05% | 00.0% | Unchanged |
| Dividend Assets Capital, LLC | 1,526 | $353.0K | 0.07% | 00.0% | Unchanged |
| Hudock, Inc. | 1,525 | $352.0K | 0.11% | −228−13.0% | Reduced |
| First Commonwealth Financial Corp | 1,524 | $352.0K | 0.13% | 00.0% | Unchanged |
| Ridgecrest Wealth Partners, LLC | 1,520 | $351.0K | 0.19% | +1,520 | New |
| Iowa State Bank | 1,516 | $350.0K | 0.10% | 00.0% | Unchanged |
| Autus Asset Management, LLC | 1,516 | $350.0K | 0.04% | +1,516 | New |
| US Asset Management LLC | 1,516 | $350.0K | 0.34% | +1,516 | New |
| Independent Financial Group, LLC | 1,511 | $349.1K | 0.04% | +49+3.4% | Added |
| Domani Wealth, LLC | 1,500 | $347.0K | 0.07% | −257−14.6% | Reduced |
| Roof Eidam & Maycock | 1,500 | $347.0K | 0.13% | 00.0% | Unchanged |
| Mark Sheptoff Financial Planning, LLC | 1,500 | $347.0K | 0.19% | +400+36.4% | Added |
| Valley Brook Capital Group | 1,501 | $346.0K | 0.34% | 00.0% | Unchanged |
| Infrastructure Capital Advisors, LLC | 1,501 | $345.0K | 0.05% | +1,501 | New |
| Wealth Architects, LLC | 1,488 | $344.0K | 0.07% | +18+1.2% | Added |
| Reliant Investment Management, LLC | 1,482 | $342.0K | 0.17% | 00.0% | Unchanged |
| Barrett Asset Management, LLC | 1,475 | $341.0K | 0.02% | −1,600−52.0% | Reduced |
| Anchor Capital Advisors LLC | 1,475 | $341.0K | 0.01% | −50−3.3% | Reduced |
| McLean Asset Management Corp | 1,374 | $341.0K | 0.13% | +149+12.2% | Added |
| Schneider Downs Wealth Management Advisors, LP | 1,476 | $341.0K | 0.09% | +472+47.0% | Added |
| Evoke Wealth, LLC | 1,467 | $339.0K | 0.01% | −153−9.4% | Reduced |
| Bell Bank | 1,462 | $338.0K | 0.04% | 00.0% | Unchanged |
| Titus Wealth Management | 1,466 | $338.0K | 0.18% | 00.0% | Unchanged |
| Norman Fields, Gottscho Capital Management, LLC | 1,460 | $337.0K | 0.13% | 00.0% | Unchanged |
| Blue Chip Partners, Inc. | 1,459 | $337.0K | 0.05% | +93+6.8% | Added |
| Plante Moran Financial Advisors, LLC | 1,452 | $335.0K | 0.07% | +199+15.9% | Added |
| Twin Focus Capital Partners, LLC | 1,445 | $334.0K | 0.08% | −15−1.0% | Reduced |
| Lathrop Investment Management Corp | 1,436 | $332.0K | 0.07% | 00.0% | Unchanged |
| Newman Dignan & Sheerar, Inc. | 1,430 | $330.0K | 0.11% | +200+16.3% | Added |
| Wealth Quarterback LLC | 1,424 | $329.0K | 0.22% | −48−3.3% | Reduced |
| Portland Global Advisors LLC | 1,426 | $329.0K | 0.06% | 00.0% | Unchanged |
| Summit Asset Management, LLC | 1,426 | $329.0K | 0.10% | +300+26.6% | Added |
| Miramar Capital, LLC | 1,418 | $328.0K | 0.13% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 1,421 | $328.0K | 0.19% | +385+37.2% | Added |
| Wimmer Associates 1, LLC | 1,410 | $326.0K | 0.19% | 00.0% | Unchanged |
| Arbor Trust Wealth Advisors, LLC | 1,407 | $325.0K | 0.20% | 00.0% | Unchanged |
| Berger Financial Group, Inc | 1,405 | $325.0K | 0.06% | +195+16.1% | Added |
| PAX Financial Group, LLC | 1,406 | $325.0K | 0.08% | +486+52.8% | Added |
| First National Bank of Hutchinson | 1,400 | $324.0K | 0.18% | +5+0.4% | Added |
| First United Bank Trust | 1,402 | $324.0K | 0.13% | +78+5.9% | Added |
| Sustainable Insight Capital Management, LLC | 1,399 | $323.0K | 0.21% | −33,654−96.0% | Reduced |
| Front Row Advisors LLC | 1,399 | $323.0K | 0.14% | 00.0% | Unchanged |
| Larson Financial Group LLC | 1,397 | $323.0K | 0.06% | −198−12.4% | Reduced |
| TL Private Wealth | 1,300 | $323.0K | 0.18% | +200+18.2% | Added |
| Walkner Condon Financial Advisors LLC | 1,395 | $322.0K | 0.16% | 00.0% | Unchanged |
| Financial Advisory Group | 1,390 | $321.0K | 0.07% | +1+0.1% | Added |
| Allworth Financial LP | 1,391 | $321.0K | 0.01% | +711+104.6% | Added |
| Legacy Financial Advisors, Inc. | 1,383 | $320.0K | 0.08% | −172−11.1% | Reduced |
| First Personal Financial Services | 1,381 | $319.0K | 0.08% | −81−5.5% | Reduced |
| Copeland Capital Management, LLC | 1,382 | $319.0K | 0.01% | 00.0% | Unchanged |
| Aaron Wealth Advisors | 1,373 | $317.0K | 0.09% | +35+2.6% | Added |
| Mirabella Financial Services LLP | 1,372 | $317.0K | 0.04% | +471+52.3% | Added |
| Arete Wealth Advisors, LLC | 1,372 | $317.0K | 0.04% | +1,372 | New |
| MONECO Advisors, LLC | 1,367 | $316.0K | 0.12% | −48−3.4% | Reduced |
| Whalerock Point Partners, LLC | 1,364 | $315.0K | 0.12% | 00.0% | Unchanged |
| Riverstone Advisors, LLC | 1,350 | $312.0K | 0.14% | 00.0% | Unchanged |
| Garde Capital, Inc. | 1,350 | $312.0K | 0.03% | +40+3.1% | Added |
| Summit Financial Strategies, Inc. | 1,346 | $311.0K | 0.06% | −15−1.1% | Reduced |
| Hall Private Wealth Advisors | 1,343 | $310.0K | 0.20% | −230−14.6% | Reduced |
| FFT Wealth Management LLC | 1,335 | $309.0K | 0.03% | +18+1.4% | Added |
| MBA Advisors LLC | 1,334 | $308.0K | 0.23% | −102−7.1% | Reduced |
| Columbia Trust Co 01012016 | 1,334 | $308.0K | 0.16% | +150+12.7% | Added |
| Golden State Equity Partners | 1,330 | $307.0K | 0.13% | −68−4.9% | Reduced |
| Cornell Pochily Investment Advisors, Inc. | 1,328 | $307.0K | 0.13% | 00.0% | Unchanged |
| Doheny Asset Management | 1,325 | $306.0K | 0.22% | 00.0% | Unchanged |
| Raab & Moskowitz Asset Management LLC | 1,323 | $306.0K | 0.11% | 00.0% | Unchanged |
| Canal Capital Management, LLC | 1,325 | $306.0K | 0.09% | +1+0.1% | Added |
| Clearwater Capital Advisors, LLC | 1,325 | $306.0K | 0.04% | 00.0% | Unchanged |
| Keystone Financial Group | 1,319 | $305.0K | 0.06% | 00.0% | Unchanged |
| Augustine Asset Management Inc | 1,321 | $305.0K | 0.16% | +69+5.5% | Added |
| New England Research & Management, Inc. | 1,310 | $303.0K | 0.16% | −1,660−55.9% | Reduced |
| Broderick Brian C | 1,307 | $303.0K | 0.08% | −50−3.7% | Reduced |
| AIA Group Ltd | 1,312 | $303.0K | 0.02% | +7+0.5% | Added |