Skip to main content

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; 4,643 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, Q4 2021

Institutional positions in Eli Lilly & Co as of Dec 31, 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
2,308
+286 vs. Q3 2021
Shares held
789.9M
−1.93M (−0.2%) vs. Q3 2021
Total value
$218.0B
+$35.1B (+19.2%) vs. Q3 2021
New holders
374
852 more added
Sold out
88
686 more reduced

34 institutions that held it in Q3 2021 haven't filed for Q4 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q3 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.

Institutional holdersQ4 2021: 2,308 institutions
Q1 2021: 1,952 institutionsQ2 2021: 2,027 institutionsQ3 2021: 2,056 institutionsQ4 2021: 2,308 institutionsQ1 2022: 2,350 institutionsQ2 2022: 2,451 institutionsQ3 2022: 2,490 institutionsQ4 2022: 2,673 institutionsQ1 2023: 2,620 institutionsQ2 2023: 2,819 institutionsQ3 2023: 2,979 institutionsQ4 2023: 3,277 institutionsQ1 2024: 3,466 institutionsQ2 2024: 3,572 institutionsQ3 2024: 3,667 institutionsQ4 2024: 3,914 institutionsQ1 2025: 3,929 institutionsQ2 2025: 3,915 institutionsQ3 2025: 3,905 institutionsQ4 2025: 4,453 institutionsQ1 2026: 4,392 institutionsQ2 2026: 4,643 institutions
Value heldQ4 2021: $218.0B
Q1 2021: $148.0BQ2 2021: $182.0BQ3 2021: $183.1BQ4 2021: $218.0BQ1 2022: $225.8BQ2 2022: $255.6BQ3 2022: $256.1BQ4 2022: $288.4BQ1 2023: $269.7BQ2 2023: $366.7BQ3 2023: $421.9BQ4 2023: $457.2BQ1 2024: $607.2BQ2 2024: $707.0BQ3 2024: $687.4BQ4 2024: $602.9BQ1 2025: $688.4BQ2 2025: $610.1BQ3 2025: $583.5BQ4 2025: $843.2BQ1 2026: $712.9BQ2 2026: $942.7B
Institutions holding LLY and their total value by quarter
QuarterHoldersValue
Q2 20264,643$942.7B
Q1 20264,392$712.9B
Q4 20254,453$843.2B
Q3 20253,905$583.5B
Q2 20253,915$610.1B
Q1 20253,929$688.4B
Q4 20243,914$602.9B
Q3 20243,667$687.4B
Q2 20243,572$707.0B
Q1 20243,466$607.2B
Q4 20233,277$457.2B
Q3 20232,979$421.9B
Q2 20232,819$366.7B
Q1 20232,620$269.7B
Q4 20222,673$288.4B
Q3 20222,490$256.1B
Q2 20222,451$255.6B
Q1 20222,350$225.8B
Q4 20212,308$218.0B
Q3 20212,056$183.1B
Q2 20212,027$182.0B
Q1 20211,952$148.0B

Institutions, Q4 2021

Shares, value and share of portfolio for each institution holding Eli Lilly & Co; share changes are against Q3 2021.

Institutions holding LLY in Q4 2021
InstitutionSharesValue% of portfolioChange in sharesAction
Retirement Group, LLC8$00.00%00.0%Unchanged
McDonald Partners LLC2$5520.00%+2New
Absolute Capital Management, LLC2$5520.00%+2New
Transamerica Financial Advisors, Inc.3$1.00K0.03%00.0%Unchanged
Advocacy Wealth Management Services, LLC5$1.00K0.00%00.0%Unchanged
Karlinski Andrew C5$1.00K0.00%+5New
WestEnd Advisors, LLC6$1.66K0.00%––
McCarthy Grittinger Financial Group, LLC7$1.93K0.00%00.0%Unchanged
Bogart Wealth, LLC7$2.00K0.00%00.0%Unchanged
Kozak & Associates, Inc.7$2.00K0.00%00.0%Unchanged
Aquire Wealth Advisors, LLC6$2.00K0.00%+6New
Corbenic Partners LLC10$3.00K0.00%00.0%Unchanged
Belmont Capital, LLC10$3.00K0.00%+10New
Longfellow Investment Management Co LLC13$4.00K0.00%−5−27.8%Reduced
Financial Connections Group, Inc.17$4.00K0.00%+17New
Morton Brown Family Wealth, LLC13$4.00K0.00%+13New
Toth Financial Advisory Corp19$5.00K0.00%00.0%Unchanged
Pacifica Partners Inc.21$5.00K0.00%+21New
USA Financial Portformulas Corp20$6.00K0.01%−190−90.5%Reduced
TFC Financial Management22$6.00K0.00%00.0%Unchanged
Barnett & Company, Inc.20$6.00K0.00%+20New
Johnson Midwest Financial, LLC20$6.00K0.00%+20New
Cypress Capital Management LLC (WY)25$7.00K0.01%00.0%Unchanged
RWM Asset Management, LLC24$7.00K0.00%00.0%Unchanged
St. Johns Investment Management Company, LLC30$8.00K0.00%00.0%Unchanged
Coastal Capital Group, Inc.30$8.00K0.00%00.0%Unchanged
ClariVest Asset Management LLC37$10.0K0.00%+37New
Islay Capital Management, LLC40$11.0K0.01%+40New
Advanced Research Investment Solutions, LLC40$11.0K0.00%+40New
Dark Forest Capital Management LP45$12.0K0.00%+45New
Schubert & Co45$12.0K0.01%+45New
Gladius Capital Management LP49$14.0K0.00%+49New
Horan Securities, Inc.49$14.0K0.01%+49New
Hoese & Co LLP50$14.0K0.01%+50New
Outfitter Financial LLC50$14.0K0.01%+50New
Edge Wealth Management LLC62$17.0K0.00%00.0%Unchanged
KB Financial Partners, LLC65$18.0K0.01%+65New
Carolina Wealth Advisors, LLC68$19.0K0.01%−3,250−98.0%Reduced
MD Financial Management Inc.71$20.0K0.00%00.0%Unchanged
Evolution Advisers, Inc.75$20.0K0.01%+75New
Carroll Investors, Inc73$20.0K0.01%+73New
Smith Group Asset Management, LLC75$21.0K0.00%00.0%Unchanged
Clear Perspectives Financial Planning, LLC80$22.0K0.01%00.0%Unchanged
Winch Advisory Services, LLC82$23.0K0.01%00.0%Unchanged
Mach-1 Financial Group, Inc.90$24.0K0.02%+90New
Raffa Wealth Management, LLC87$24.0K0.01%00.0%Unchanged
First Bank & Trust91$25.0K0.01%+11+13.8%Added
Pin Oak Investment Advisors Inc89$25.0K0.03%+25+39.1%Added
Trustcore Financial Services, LLC95$26.0K0.00%00.0%Unchanged
Optiver Holding B.V.116$27.0K0.00%00.0%Unchanged
Baron Financial Group, LLC100$27.6K0.02%00.0%Unchanged
Stephenson National Bank & Trust100$28.0K0.02%00.0%Unchanged
Emerson Wealth Management, LLC100$28.0K0.01%00.0%Unchanged
HWG Holdings LP102$28.0K0.01%+102New
AllSquare Wealth Management LLC100$28.0K0.02%+100New
Miller Wealth Advisors, LLC100$28.0K0.02%+100New
Leverty Financial Group, LLC106$29.0K0.02%+106New
First Community Trust NA105$29.0K0.02%+105New
Stephens Consulting, LLC108$29.8K0.03%+108New
Legacy Bridge, LLC110$30.0K0.02%00.0%Unchanged
FSB Premier Wealth Management, Inc.112$30.0K0.01%+112New
NewSquare Capital LLC111$31.0K0.00%00.0%Unchanged
JFS Wealth Advisors, LLC120$33.0K0.00%+66+122.2%Added
Financial Perspectives, Inc124$34.3K0.02%00.0%Unchanged
Wagner Wealth Management, LLC128$35.0K0.03%+18+16.4%Added
Interactive Financial Advisors130$36.0K0.01%00.0%Unchanged
Knuff & Co LLC150$41.0K0.01%00.0%Unchanged
Laffer Tengler Investments150$41.4K0.01%00.0%Unchanged
Loomis Sayles & Co L P151$42.0K0.00%−62−29.1%Reduced
Stonebridge Financial Planning Group, LLC170$42.0K0.02%00.0%Unchanged
Penserra Capital Management LLC156$43.0K0.00%00.0%Unchanged
McIlrath & Eck, LLC159$44.0K0.01%00.0%Unchanged
Bell Investment Advisors, Inc162$45.0K0.01%+24+17.4%Added
Delos Wealth Advisors, LLC162$45.0K0.04%+162New
Estate Counselors, LLC178$49.0K0.01%00.0%Unchanged
JCIC Asset Management Inc.180$50.0K0.01%+65+56.5%Added
Beaird Harris Wealth Management, LLC186$51.0K0.02%+186New
Mitsubishi UFJ Morgan Stanley Securities Co., Ltd.190$52.0K0.03%−190−50.0%Reduced
Rather & Kittrell, Inc.191$52.0K0.05%+191New
Holloway Wealth Management, LLC–$55.0K0.02%––
Bank Julius Baer & Co. Ltd, Zurich200$55.0K0.00%00.0%Unchanged
Cranbrook Wealth Management, LLC199$55.0K0.01%00.0%Unchanged
DB Wealth Management Group, LLC200$55.0K0.03%00.0%Unchanged
Corsicana & Co.200$55.0K0.03%00.0%Unchanged
Dixon Hughes Goodman Wealth Advisors LLC200$55.0K0.02%+200New
BCR Wealth Strategies, LLC200$55.0K0.05%+200New
Ulland Investment Advisors, LLC200$55.0K0.04%+200New
Center for Financial Planning, Inc.207$57.0K0.01%+7+3.5%Added
Disciplina Capital Management LLC218$60.1K0.01%+27+14.1%Added
Byrne Asset Management LLC225$62.0K0.04%+225New
Curi Capital234$64.0K0.01%+234New
Emfo, LLC250$69.0K0.06%00.0%Unchanged
Norwood Financial Corp255$70.0K0.10%+255New
Riggs Asset Managment Co. Inc.264$73.0K0.02%−9−3.3%Reduced
Capital Analysts, LLC283$78.0K0.00%00.0%Unchanged
American Research & Management Co.283$78.0K0.02%+25+9.7%Added
NuWave Investment Management, LLC288$80.0K0.09%+288New
RE Dickinson Investment Advisors, LLC288$80.0K0.06%+288New
Rise Advisors, LLC291$80.4K0.08%+291New
SOA Wealth Advisors, LLC.297$82.0K0.02%−320−51.9%Reduced