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, 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.
| 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, Q4 2021
Shares, value and share of portfolio for each institution holding Eli Lilly & Co; share changes are against Q3 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| SFMG, LLC | 2,724 | $752.0K | 0.07% | +78+2.9% | Added |
| Minot Wealth Management LLC | 2,722 | $752.0K | 0.14% | +142+5.5% | Added |
| Thomas Story & Son LLC | 2,730 | $754.0K | 0.29% | 00.0% | Unchanged |
| Altavista Wealth Management, Inc. | 2,734 | $755.0K | 0.15% | 00.0% | Unchanged |
| Marathon Capital Management | 2,737 | $756.0K | 0.18% | −951−25.8% | Reduced |
| Mitchell Sinkler & Starr | 2,742 | $757.0K | 0.22% | −600−18.0% | Reduced |
| IFP Advisors, Inc | 2,725 | $757.0K | 0.01% | −579−17.5% | Reduced |
| Puzo Michael J | 2,750 | $760.0K | 0.21% | −162−5.6% | Reduced |
| Peoples Bank | 2,757 | $762.0K | 0.38% | −20−0.7% | Reduced |
| CFM Wealth Partners LLC | 2,804 | $762.0K | 0.17% | +211+8.1% | Added |
| Sadoff Investment Management LLC | 2,765 | $764.0K | 0.04% | +15+0.5% | Added |
| 626 Financial, LLC | 2,766 | $764.0K | 0.47% | +2,766 | New |
| Main Street Research LLC | 2,775 | $767.0K | 0.06% | +7+0.3% | Added |
| Boston Common Asset Management, LLC | 2,789 | $770.0K | 0.03% | +151+5.7% | Added |
| Foundations Investment Advisors, LLC | 3,020 | $773.0K | 0.03% | +25+0.8% | Added |
| Guyasuta Investment Advisors Inc | 2,797 | $773.0K | 0.05% | 00.0% | Unchanged |
| Vigilare Wealth Management | 2,799 | $773.0K | 0.46% | +45+1.6% | Added |
| Capital Asset Advisory Services LLC | 2,800 | $773.0K | 0.08% | +90+3.3% | Added |
| Patriot Investment Management Inc. | 2,819 | $778.0K | 0.07% | +10.0% | Added |
| Forbes J M & Co LLP | 2,820 | $779.0K | 0.09% | +200+7.6% | Added |
| Wealthcare Advisory Partners LLC | 2,825 | $780.0K | 0.05% | +291+11.5% | Added |
| Arrow Financial Corp | 2,833 | $782.0K | 0.09% | −52−1.8% | Reduced |
| Pure Financial Advisors, Inc. | 2,830 | $782.0K | 0.04% | +56+2.0% | Added |
| Xcel Wealth Management, LLC | 2,831 | $782.0K | 0.20% | +1,001+54.7% | Added |
| Crescent Grove Advisors, LLC | 2,834 | $783.0K | 0.07% | +250+9.7% | Added |
| Diversified Portfolios, Inc. | 2,842 | $785.0K | 0.19% | 00.0% | Unchanged |
| Cobblestone Capital Advisors LLC | 2,843 | $785.0K | 0.05% | +571+25.1% | Added |
| Israel Discount Bank of New York | 2,845 | $786.0K | 0.49% | −1,384−32.7% | Reduced |
| Magnus Financial Group LLC | 2,845 | $786.0K | 0.15% | +405+16.6% | Added |
| Retirement Planning Co of New England, Inc. | 2,846 | $786.0K | 0.38% | +2,846 | New |
| American Investment Services, Inc. | 2,850 | $787.0K | 0.17% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 2,852 | $787.8K | 0.26% | +43+1.5% | Added |
| Cabot Wealth Management Inc | 2,865 | $791.0K | 0.10% | 00.0% | Unchanged |
| JSF Financial, LLC | 2,866 | $792.0K | 0.39% | +4+0.1% | Added |
| Pegasus Asset Management, Inc. | 2,896 | $800.0K | 0.33% | 00.0% | Unchanged |
| Van Cleef Asset Management,Inc | 2,901 | $801.0K | 0.11% | −149−4.9% | Reduced |
| Exencial Wealth Advisors, LLC | 2,900 | $801.0K | 0.04% | +251+9.5% | Added |
| AdvisorNet Financial, Inc | 2,911 | $804.0K | 0.05% | +163+5.9% | Added |
| Noesis Capital Mangement Corp | 2,909 | $804.0K | 0.16% | +300+11.5% | Added |
| Kingfisher Capital LLC | 2,926 | $808.0K | 0.19% | 00.0% | Unchanged |
| DFPG Investments, LLC | 3,331 | $810.0K | 0.34% | 00.0% | Unchanged |
| Michael B. Yongue | 2,933 | $810.0K | 0.54% | 00.0% | Unchanged |
| Accredited Investors Inc. | 2,937 | $811.0K | 0.07% | −141−4.6% | Reduced |
| Patron Partners Advisors, LLC | 2,949 | $815.0K | 0.53% | 00.0% | Unchanged |
| Washington Trust Co | 2,951 | $816.0K | 0.03% | −755−20.4% | Reduced |
| Investment Research & Advisory Group, Inc. | 2,957 | $817.0K | 0.50% | +562+23.5% | Added |
| Frisch Financial Group, Inc. | 2,961 | $818.0K | 0.26% | +6+0.2% | Added |
| Graves-Light Private Wealth Management, Inc. | 2,976 | $822.0K | 0.12% | +10.0% | Added |
| Pinnacle Wealth Planning Services, Inc. | 2,978 | $822.0K | 0.17% | +251+9.2% | Added |
| Carmichael Hill & Associates, Inc. | 2,979 | $823.0K | 0.42% | 00.0% | Unchanged |
| Patten Group, Inc. | 2,980 | $823.0K | 0.22% | +127+4.5% | Added |
| Larson Financial Group LLC | 2,979 | $823.0K | 0.13% | +1,582+113.2% | Added |
| Buckhead Capital Management LLC | 2,992 | $826.0K | 0.17% | 00.0% | Unchanged |
| Allegheny Financial Group LTD | 2,999 | $828.0K | 0.33% | 00.0% | Unchanged |
| Options Solutions, LLC | 3,000 | $829.0K | 0.75% | +3,000 | New |
| Redmont Wealth Advisors LLC | 3,000 | $829.0K | 0.92% | +3,000 | New |
| Snowden Capital Advisors LLC | 3,008 | $831.0K | 0.04% | −5,800−65.8% | Reduced |
| Tributary Capital Management, LLC | 3,015 | $833.0K | 0.06% | −90−2.9% | Reduced |
| TFG Advisers LLC | 3,050 | $842.0K | 0.37% | +3,050 | New |
| Foster Dykema Cabot & Co Inc | 3,053 | $843.0K | 0.10% | 00.0% | Unchanged |
| IVC Wealth Advisors LLC | 3,058 | $845.0K | 0.54% | −435−12.5% | Reduced |
| West Branch Capital LLC | 3,058 | $845.0K | 0.36% | +548+21.8% | Added |
| Tectonic Advisors LLC | 3,062 | $846.0K | 0.15% | −27−0.9% | Reduced |
| Murphy, Middleton, Hinkle & Parker, Inc. | 3,068 | $847.0K | 0.45% | −58−1.9% | Reduced |
| Wealth Dimensions Group, Ltd. | 3,070 | $848.0K | 0.42% | −4−0.1% | Reduced |
| Capital Market Strategies LLC | 3,070 | $848.0K | 0.70% | +3,070 | New |
| Alyeska Investment Group, L.P. | 3,077 | $850.0K | 0.01% | −215,222−98.6% | Reduced |
| Grandfield & Dodd, LLC | 3,071 | $850.0K | 0.05% | 00.0% | Unchanged |
| Bangor Savings Bank | 3,081 | $851.0K | 0.08% | −11−0.4% | Reduced |
| KRS Capital Management, LLC | 3,083 | $851.0K | 0.73% | +3,083 | New |
| ACG Wealth | 3,084 | $852.0K | 0.12% | −98−3.1% | Reduced |
| Proficio Capital Partners LLC | 3,092 | $854.0K | 0.12% | +49+1.6% | Added |
| Bedell Frazier Investment Counseling, LLC | 3,100 | $856.0K | 0.21% | 00.0% | Unchanged |
| Bar Harbor Trust Services | 3,105 | $857.0K | 0.23% | −27−0.9% | Reduced |
| Burt Wealth Advisors | 3,113 | $860.0K | 0.28% | 00.0% | Unchanged |
| Cape Cod Five Cents Savings Bank | 3,121 | $862.0K | 0.08% | −138−4.2% | Reduced |
| Millennium Capital Advisors, LLC | 3,126 | $863.3K | 0.67% | +3,126 | New |
| Hotaling Investment Management, LLC | 3,128 | $864.0K | 0.30% | +242+8.4% | Added |
| Princeton Capital Management LLC | 3,137 | $867.0K | 0.25% | +24+0.8% | Added |
| Caxton Associates LP | 3,143 | $868.0K | 0.11% | −1,810−36.5% | Reduced |
| Parcion Private Wealth LLC | 3,574 | $874.0K | 0.08% | −30−0.8% | Reduced |
| Johnson Financial Group, Inc. | 3,169 | $875.0K | 0.06% | +166+5.5% | Added |
| Northwest Quadrant Wealth Management, LLC | 3,173 | $876.0K | 0.24% | +7+0.2% | Added |
| Garrison Asset Management, LLC | 3,180 | $878.0K | 0.48% | −67−2.1% | Reduced |
| Front Barnett Associates LLC | 3,200 | $884.0K | 0.08% | −105−3.2% | Reduced |
| Kore Private Wealth LLC | 3,201 | $884.0K | 0.11% | +38+1.2% | Added |
| Scott & Selber, Inc. | 3,200 | $884.0K | 0.31% | +3,200 | New |
| Samalin Investment Counsel, LLC | 3,225 | $891.0K | 0.53% | +1,389+75.7% | Added |
| Principle Wealth Partners LLC | 3,247 | $897.0K | 0.09% | +2+0.1% | Added |
| Arkadios Wealth Advisors | 3,247 | $897.0K | 0.12% | +186+6.1% | Added |
| Aries Wealth Management | 3,273 | $904.0K | 0.34% | +158+5.1% | Added |
| Camden National Bank | 3,285 | $907.0K | 0.16% | +16+0.5% | Added |
| Salem Capital Management Inc | 3,294 | $910.0K | 0.47% | +100+3.1% | Added |
| Mattern Wealth Management LLC | 3,300 | $912.0K | 0.27% | 00.0% | Unchanged |
| AGF Investments LLC | 3,311 | $915.0K | 0.08% | +1,602+93.7% | Added |
| Roman Butler Fullerton & Co | 3,321 | $917.0K | 0.41% | +10.0% | Added |
| Farmers & Merchants Trust Co of Long Beach | 3,325 | $918.0K | 0.22% | −800−19.4% | Reduced |
| Proquility Private Wealth Partners, LLC | 3,849 | $922.0K | 0.32% | −593−13.3% | Reduced |
| Rehmann Capital Advisory Group | 3,372 | $931.4K | 0.09% | −63−1.8% | Reduced |
| Perpetual Investment Management Ltd | 3,400 | $939.0K | 0.11% | 00.0% | Unchanged |