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 |
|---|---|---|---|---|---|
| Standard Family Office LLC | 652 | $151.0K | 0.04% | −4,136−86.4% | Reduced |
| Addison Advisors LLC | 650 | $150.0K | 0.12% | 00.0% | Unchanged |
| Howe & Rusling Inc | 644 | $149.0K | 0.02% | −7−1.1% | Reduced |
| Patriot Financial Group Insurance Agency, LLC | 646 | $149.0K | 0.03% | +114+21.4% | Added |
| Prestige Wealth Management Group LLC | 644 | $149.0K | 0.04% | +164+34.2% | Added |
| Thomas J. Herzfeld Advisors, Inc. | 642 | $148.0K | 0.07% | 00.0% | Unchanged |
| True Link Financial Advisors, LLC | 636 | $147.0K | 0.02% | 00.0% | Unchanged |
| Aua Capital Management, LLC | 630 | $146.0K | 0.09% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 625 | $144.0K | 0.04% | 00.0% | Unchanged |
| Lenox Wealth Advisors, LLC | 625 | $144.0K | 0.02% | +7+1.1% | Added |
| SOA Wealth Advisors, LLC. | 617 | $142.0K | 0.04% | +290+88.7% | Added |
| Total Clarity Wealth Management, Inc. | 615 | $142.0K | 0.07% | +615 | New |
| Gemmer Asset Management LLC | 605 | $140.0K | 0.02% | 00.0% | Unchanged |
| Piscataqua Savings Bank | 602 | $139.0K | 0.12% | −41−6.4% | Reduced |
| Aspire Private Capital, LLC | 602 | $139.0K | 0.05% | 00.0% | Unchanged |
| Global Wealth Management Investment Advisory, Inc. | 600 | $139.0K | 0.04% | 00.0% | Unchanged |
| CKW Financial Group | 600 | $138.0K | 0.02% | 00.0% | Unchanged |
| Evolution Wealth Advisors, LLC | 589 | $136.0K | 0.03% | −92−13.5% | Reduced |
| Focused Wealth Management, Inc | 589 | $136.0K | 0.02% | 00.0% | Unchanged |
| Crewe Advisors LLC | 590 | $136.0K | 0.03% | 00.0% | Unchanged |
| CNB Bank | 585 | $135.0K | 0.08% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 574 | $133.0K | 0.02% | −51−8.2% | Reduced |
| WD Rutherford LLC | 570 | $132.0K | 0.07% | 00.0% | Unchanged |
| IAG Wealth Partners, LLC | 559 | $130.0K | 0.05% | +33+6.3% | Added |
| Newbridge Financial Services Group, Inc. | 560 | $129.0K | 0.08% | +403+256.7% | Added |
| Westside Investment Management, Inc. | 550 | $127.0K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 543 | $125.0K | 0.02% | 00.0% | Unchanged |
| JNBA Financial Advisors | 540 | $125.0K | 0.02% | 00.0% | Unchanged |
| Ellevest, Inc. | 536 | $124.0K | 0.01% | +43+8.7% | Added |
| Sittner & Nelson, LLC | 525 | $121.0K | 0.08% | 00.0% | Unchanged |
| Freedman Financial Associates, Inc. | 525 | $121.0K | 0.09% | 00.0% | Unchanged |
| Kowal Investment Group, LLC | 516 | $119.0K | 0.04% | +516 | New |
| Enterprise Trust & Investment Co | 500 | $116.0K | 0.05% | −200−28.6% | Reduced |
| Arcadia Investment Management Corp | 500 | $116.0K | 0.02% | 00.0% | Unchanged |
| Mine & Arao Wealth Creation & Management, LLC. | 500 | $116.0K | 0.07% | 00.0% | Unchanged |
| Altshuler Shaham Ltd | 31,774 | $116.0K | 0.00% | +70.0% | Added |
| Wolff Wiese Magana LLC | 504 | $116.0K | 0.08% | +13+2.6% | Added |
| PrairieView Partners, LLC | 500 | $116.0K | 0.02% | +500 | New |
| WFA of San Diego, LLC | 480 | $111.0K | 0.08% | +480 | New |
| Versant Capital Management, Inc | 471 | $109.0K | 0.04% | −23−4.7% | Reduced |
| Capital Directions Investment Advisors, LLC | 470 | $109.0K | 0.03% | 00.0% | Unchanged |
| CBIZ Investment Advisory Services, LLC | – | $109.0K | 0.01% | – | – |
| Cutler Group LP | 474 | $109.0K | 0.01% | +474 | New |
| Baystate Wealth Management LLC | 465 | $108.0K | 0.01% | +8+1.8% | Added |
| Perkins Coie Trust Co | 454 | $105.0K | 0.03% | −284−38.5% | Reduced |
| JJJ Advisors Inc. | 450 | $104.0K | 0.04% | +79+21.3% | Added |
| Syverson Strege & Co | 450 | $104.0K | 0.08% | +120+36.4% | Added |
| First PREMIER Bank | 445 | $103.0K | 0.03% | 00.0% | Unchanged |
| McClarren Financial Advisors, Inc. | 442 | $102.0K | 0.08% | −98−18.1% | Reduced |
| Atwood & Palmer Inc | 440 | $102.0K | 0.01% | +40+10.0% | Added |
| TD Ameritrade Investment Management, LLC | 680 | $101.0K | 0.00% | −399−37.0% | Reduced |
| Rocky Mountain Advisers, LLC | 434 | $100.0K | 0.12% | −166−27.7% | Reduced |
| Giverny Capital Inc.SuperinvestorGiverny Capital | 432 | $100.0K | 0.01% | 00.0% | Unchanged |
| PFG Private Wealth Management, LLC | 432 | $100.0K | 0.06% | +432 | New |
| Rockbridge Investment Management, LCC | 431 | $99.0K | 0.02% | +1+0.2% | Added |
| O'Dell Group, LLC | 424 | $98.0K | 0.03% | +424 | New |
| Bellevue Asset Management, LLC | 400 | $93.0K | 0.06% | −100−20.0% | Reduced |
| Annapolis Financial Services, LLC | 404 | $93.0K | 0.03% | 00.0% | Unchanged |
| Cascade Investment Advisors, Inc. | 400 | $92.4K | 0.06% | 00.0% | Unchanged |
| Resources Management Corp | 400 | $92.0K | 0.01% | 00.0% | Unchanged |
| Kessler Investment Group, LLC | 400 | $92.0K | 0.07% | 00.0% | Unchanged |
| Stuart Chaussee & Associates, Inc. | 400 | $92.0K | 0.14% | 00.0% | Unchanged |
| Earnest Partners LLC | 398 | $92.0K | 0.00% | 00.0% | Unchanged |
| Kempen Capital Management N.V. | 393 | $91.0K | 0.00% | +17+4.5% | Added |
| Clearview Wealth Advisors LLC | 386 | $89.0K | 0.06% | −129−25.0% | Reduced |
| Mitsubishi UFJ Morgan Stanley Securities Co., Ltd. | 380 | $88.0K | 0.08% | +380 | New |
| Truvestments Capital LLC | 343 | $79.0K | 0.04% | 00.0% | Unchanged |
| Hillsdale Investment Management Inc. | 340 | $79.0K | 0.01% | 00.0% | Unchanged |
| Cypress Point Wealth Management, LLC | 340 | $79.0K | 0.06% | 00.0% | Unchanged |
| Ten Capital Wealth Advisors, LLC | 344 | $79.0K | 0.04% | +300+681.8% | Added |
| Financial Avengers, Inc. | 335 | $77.0K | 0.05% | +1+0.3% | Added |
| Itau Unibanco Holding S.A. | 324 | $75.0K | 0.00% | +112+52.8% | Added |
| Twin Lakes Capital Management, LLC | 325 | $75.0K | 0.04% | +325 | New |
| Accel Wealth Management | 321 | $74.0K | 0.05% | +100+45.2% | Added |
| Ritter Daniher Financial Advisory, LLC | 317 | $73.0K | 0.05% | 00.0% | Unchanged |
| Highlander Capital Management, LLC | 307 | $71.0K | 0.04% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 299 | $69.0K | 0.01% | −16−5.1% | Reduced |
| Knott David M | 300 | $69.0K | 0.03% | 00.0% | Unchanged |
| Moser Wealth Advisors, LLC | 300 | $69.0K | 0.04% | 00.0% | Unchanged |
| Pflug Koory, LLC | 296 | $68.0K | 0.04% | 00.0% | Unchanged |
| Consolidated Planning Corp | 294 | $68.0K | 0.04% | +294 | New |
| Capital Analysts, LLC | 283 | $65.0K | 0.00% | −8−2.7% | Reduced |
| Better Money Decisions, LLC | 279 | $64.0K | 0.05% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 275 | $64.0K | 0.01% | 00.0% | Unchanged |
| Simon Quick Advisors, LLC | 278 | $64.0K | 0.02% | +33+13.5% | Added |
| Riggs Asset Managment Co. Inc. | 273 | $63.0K | 0.02% | +28+11.4% | Added |
| American Research & Management Co. | 258 | $60.0K | 0.01% | 00.0% | Unchanged |
| Meridian Wealth Partners, LLC | 255 | $59.0K | 0.01% | +255 | New |
| Ade, LLC | 250 | $58.0K | 0.05% | 00.0% | Unchanged |
| Emfo, LLC | 250 | $58.0K | 0.05% | +250 | New |
| Sierra Capital LLC | 247 | $57.0K | 0.01% | 00.0% | Unchanged |
| USA Financial Portformulas Corp | 210 | $49.0K | 0.04% | −75−26.3% | Reduced |
| Loomis Sayles & Co L P | 213 | $49.0K | 0.00% | +44+26.0% | Added |
| Holloway Wealth Management, LLC | – | $46.0K | 0.01% | – | – |
| Bank Julius Baer & Co. Ltd, Zurich | 200 | $46.0K | 0.00% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 200 | $46.0K | 0.01% | 00.0% | Unchanged |
| DB Wealth Management Group, LLC | 200 | $46.0K | 0.03% | 00.0% | Unchanged |
| Corsicana & Co. | 200 | $46.0K | 0.03% | 00.0% | Unchanged |
| Cranbrook Wealth Management, LLC | 199 | $46.0K | 0.01% | +30+17.8% | Added |
| Stonebridge Financial Planning Group, LLC | 170 | $45.0K | 0.02% | 00.0% | Unchanged |