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 |
|---|---|---|---|---|---|
| Stephens Inc | 28,090 | $6.49M | 0.10% | −68−0.2% | Reduced |
| Capital International Ltd | 28,037 | $6.48M | 0.35% | −324−1.1% | Reduced |
| Covington Investment Advisors Inc. | 27,986 | $6.47M | 1.39% | −260−0.9% | Reduced |
| Balyasny Asset Management LLC | 27,743 | $6.41M | 0.03% | +27,743 | New |
| North Star Asset Management Inc | 27,722 | $6.41M | 0.35% | +526+1.9% | Added |
| Bessemer Group Inc | 27,377 | $6.33M | 0.01% | +855+3.2% | Added |
| Richard Bernstein Advisors LLC | 27,352 | $6.32M | 0.13% | +1,568+6.1% | Added |
| Rowland & Co Investment Counsel | 38,264 | $6.28M | 2.13% | +2,158+6.0% | Added |
| AE Wealth Management LLC | 27,176 | $6.28M | 0.05% | +1,586+6.2% | Added |
| Montag A & Associates Inc | 27,161 | $6.28M | 0.34% | −404−1.5% | Reduced |
| Busey Wealth Management | 27,104 | $6.26M | 0.25% | +3,210+13.4% | Added |
| London Co of Virginia | 26,862 | $6.21M | 0.03% | +610+2.3% | Added |
| Crossvault Capital Management LLC | 26,667 | $6.16M | 1.94% | −1,665−5.9% | Reduced |
| Umb Bank N A | 26,411 | $6.10M | 0.14% | −1,579−5.6% | Reduced |
| NJ State Employees Deferred Compensation Plan | 26,260 | $6.07M | 0.82% | 00.0% | Unchanged |
| Column Capital Advisors, LLC | 26,125 | $6.04M | 1.27% | −2,598−9.0% | Reduced |
| Trust Co of Toledo NA | 26,083 | $6.03M | 0.98% | −67−0.3% | Reduced |
| Logan Capital Management Inc | 25,582 | $5.91M | 0.28% | 00.0% | Unchanged |
| AlphaCrest Capital Management LLC | 25,540 | $5.90M | 0.31% | +9,786+62.1% | Added |
| HRT Financial LP | 25,229 | $5.83M | 0.04% | −31,248−55.3% | Reduced |
| Veritable, L.P. | 25,118 | $5.80M | 0.09% | +194+0.8% | Added |
| Bryn Mawr Trust Co | 25,099 | $5.80M | 0.22% | −1,188−4.5% | Reduced |
| Weiss Multi-Strategy Advisers LLC | 25,000 | $5.78M | 0.13% | +5,000+25.0% | Added |
| Sound View Wealth Advisors Group, LLC | 24,915 | $5.76M | 1.20% | −281−1.1% | Reduced |
| KCM Investment Advisors LLC | 24,879 | $5.75M | 0.23% | −116−0.5% | Reduced |
| Cigna Investments Inc | 24,768 | $5.72M | 0.43% | −443−1.8% | Reduced |
| Eagle Asset Management Inc | 24,639 | $5.69M | 0.03% | −336,979−93.2% | Reduced |
| King Luther Capital Management Corp | 24,538 | $5.67M | 0.03% | −413−1.7% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 22,750 | $5.65M | 0.08% | −13,435−37.1% | Reduced |
| Caldwell Trust Co | 24,300 | $5.61M | 0.71% | +91+0.4% | Added |
| American Financial Advisors, LLC | 24,293 | $5.61M | 0.75% | 00.0% | Unchanged |
| Johnson Investment Counsel Inc | 24,280 | $5.61M | 0.08% | −319−1.3% | Reduced |
| Timber Creek Capital Management LLC | 24,260 | $5.61M | 1.78% | −399−1.6% | Reduced |
| Buckingham Capital Management, Inc. | 24,156 | $5.58M | 0.91% | −1,852−7.1% | Reduced |
| Fusion Capital, LLC | 24,156 | $5.58M | 3.31% | +520+2.2% | Added |
| Essex Financial Services, Inc. | 24,039 | $5.55M | 0.63% | −1,118−4.4% | Reduced |
| Morris Capital Advisors, LLC | 24,010 | $5.55M | 4.37% | −846−3.4% | Reduced |
| IBM Retirement Fund | 23,957 | $5.54M | 0.43% | +53+0.2% | Added |
| Brinker Capital Investments, LLC | 24,090 | $5.53M | 0.09% | 00.0% | Unchanged |
| Palisade Asset Management, LLC | 23,883 | $5.52M | 0.67% | 00.0% | Unchanged |
| LMR Partners LLP | 23,789 | $5.50M | 0.08% | +22,442+1,666.1% | Added |
| FineMark National Bank & Trust | 23,763 | $5.49M | 0.23% | +921+4.0% | Added |
| Budros, Ruhlin & Roe, Inc. | 23,694 | $5.47M | 0.62% | −1,676−6.6% | Reduced |
| Harbour Capital Advisors, LLC | 23,439 | $5.42M | 1.43% | +252+1.1% | Added |
| Handelsinvest Investeringsforvaltning | 23,340 | $5.39M | 0.59% | +1,000+4.5% | Added |
| National Asset Management, Inc. | 23,095 | $5.34M | 0.17% | −239−1.0% | Reduced |
| Sumitomo Life Insurance Co | 22,947 | $5.30M | 0.14% | −886−3.7% | Reduced |
| Silvant Capital Management LLC | 22,811 | $5.27M | 0.94% | −4,198−15.5% | Reduced |
| McGowan Group Asset Management, Inc. | 22,810 | $5.27M | 0.90% | +29+0.1% | Added |
| Chesley Taft & Associates LLC | 22,670 | $5.24M | 0.30% | +415+1.9% | Added |
| Ossiam | 22,525 | $5.20M | 0.15% | +4,188+22.8% | Added |
| Stratos Wealth Partners, LTD. | 22,410 | $5.18M | 0.13% | −93−0.4% | Reduced |
| Jackson Square Capital, LLC | 22,176 | $5.12M | 1.67% | −36−0.2% | Reduced |
| Bell & Brown Wealth Advisors, LLC | 22,085 | $5.10M | 2.75% | +22,085 | New |
| Gofen & Glossberg LLC | 22,012 | $5.09M | 0.12% | −506−2.2% | Reduced |
| HM Payson & Co | 21,983 | $5.08M | 0.12% | +1,971+9.8% | Added |
| Birmingham Capital Management Co Inc | 21,850 | $5.05M | 1.93% | 00.0% | Unchanged |
| Wetherby Asset Management Inc | 21,836 | $5.05M | 0.31% | +520+2.4% | Added |
| Chicago Capital, LLC | 21,832 | $5.04M | 0.19% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 21,773 | $5.03M | 1.15% | −399−1.8% | Reduced |
| Focus Financial Network, Inc. | 21,713 | $5.02M | 0.67% | +132+0.6% | Added |
| HBK Sorce Advisory LLC | 21,594 | $4.99M | 0.28% | +200+0.9% | Added |
| Boston Private Wealth LLC | 21,584 | $4.99M | 0.06% | −1,858−7.9% | Reduced |
| Roanoke Asset Management Corp | 21,584 | $4.99M | 1.77% | −110−0.5% | Reduced |
| Everence Capital Management Inc | 21,560 | $4.98M | 0.41% | 00.0% | Unchanged |
| Rice Partnership, LLC | 21,474 | $4.96M | 1.57% | +8,189+61.6% | Added |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 21,463 | $4.96M | 2.49% | −555−2.5% | Reduced |
| Bartlett & Co. LLC | 20,791 | $4.80M | 0.09% | +505+2.5% | Added |
| Bartlett & Co. Wealth Management LLC | 20,791 | $4.80M | 0.09% | +505+2.5% | Added |
| Bridgeway Capital Management, LLC | 20,650 | $4.77M | 0.09% | +20,650 | New |
| Kentucky Retirement Systems Insurance Trust Fund | 20,634 | $4.77M | 0.50% | −83−0.4% | Reduced |
| Ferguson Wellman Capital Management, Inc | 20,576 | $4.75M | 0.15% | −149−0.7% | Reduced |
| Moors & Cabot, Inc. | 20,549 | $4.75M | 0.30% | +2,336+12.8% | Added |
| Avitas Wealth Management LLC | 20,557 | $4.75M | 0.87% | +20,557 | New |
| Redpoint Investment Management Pty Ltd | 20,492 | $4.74M | 0.40% | −1,753−7.9% | Reduced |
| Beacon Pointe Advisors, LLC | 20,472 | $4.73M | 0.12% | +8,033+64.6% | Added |
| 6 Meridian | 20,452 | $4.72M | 0.37% | −2,879−12.3% | Reduced |
| Signet Financial Management, LLC | 20,389 | $4.71M | 0.81% | +20,389 | New |
| Siemens Fonds Invest GmbH | 20,227 | $4.67M | 0.31% | +1,063+5.5% | Added |
| Hunter Associates Investment Management LLC | 20,156 | $4.66M | 1.50% | 00.0% | Unchanged |
| Hancock Whitney Corp | 19,981 | $4.62M | 0.16% | +4,495+29.0% | Added |
| Home Federal Bank of Tennessee | 19,932 | $4.61M | 1.67% | −135−0.7% | Reduced |
| Laird Norton Trust Company, LLC | 19,874 | $4.59M | 0.47% | +4,110+26.1% | Added |
| Dixon Hubard Feinour & Brown Inc | 19,792 | $4.57M | 0.97% | −1,212−5.8% | Reduced |
| Monetary Management Group Inc | 19,710 | $4.55M | 1.25% | +450+2.3% | Added |
| CMH Wealth Management LLC | 19,704 | $4.55M | 1.49% | +298+1.5% | Added |
| Profund Advisors LLC | 19,627 | $4.54M | 0.15% | −217−1.1% | Reduced |
| Newport Trust Co | 19,601 | $4.53M | 0.01% | −5,732−22.6% | Reduced |
| Bradley Mark J. | 19,440 | $4.49M | 3.07% | −2,630−11.9% | Reduced |
| Centric Wealth Management | 19,284 | $4.46M | 1.64% | −50.0% | Reduced |
| Gamco Investors, Inc. Et Al | 19,265 | $4.45M | 0.04% | −714−3.6% | Reduced |
| Greenleaf Trust | 19,258 | $4.45M | 0.05% | +231+1.2% | Added |
| Amica Mutual Insurance Co | 18,953 | $4.38M | 0.46% | 00.0% | Unchanged |
| Nomura Holdings Inc | 18,994 | $4.36M | 0.03% | +10,686+128.6% | Added |
| OPSEU Pension Plan Trust Fund | 19,023 | $4.34M | 1.10% | −441−2.3% | Reduced |
| Flputnam Investment Management Co | 18,625 | $4.30M | 0.15% | +111+0.6% | Added |
| Bremer Bank National Association | 18,619 | $4.30M | 0.85% | +80.0% | Added |
| Allstate Corp | 18,594 | $4.30M | 0.18% | −1,809−8.9% | Reduced |
| Brookfield Asset Management Inc. | 18,574 | $4.29M | 0.02% | +2,720+17.2% | Added |
| Signaturefd, LLC | 18,477 | $4.27M | 0.15% | +1,761+10.5% | Added |