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 |
|---|---|---|---|---|---|
| Comprehensive Financial Consultants Institutional, Inc. | 3,747 | $939.0K | 0.60% | +3,747 | New |
| Independence Bank of Kentucky | 3,405 | $941.0K | 0.38% | −537−13.6% | Reduced |
| RDA Financial Network | 3,405 | $941.0K | 0.38% | +395+13.1% | Added |
| Perfromance Wealth Partners, LLC | 3,419 | $944.0K | 0.04% | +3,419 | New |
| Means Investment Co., Inc. | 3,425 | $946.0K | 0.17% | +193+6.0% | Added |
| Stewart & Patten Co LLC | 3,430 | $947.0K | 0.14% | 00.0% | Unchanged |
| Tilia Fiduciary Partners, Inc. | 3,433 | $948.0K | 0.76% | +3,433 | New |
| Asahi Life Asset Management Co., Ltd. | 3,445 | $952.0K | 0.12% | −240−6.5% | Reduced |
| Azzad Asset Management Inc | 3,449 | $952.7K | 0.13% | −134−3.7% | Reduced |
| Nwam LLC | 3,454 | $954.0K | 0.08% | +23+0.7% | Added |
| Bluefin Capital Management, LLC | 3,460 | $956.0K | 0.08% | +1,440+71.3% | Added |
| Modera Wealth Management, LLC | 3,471 | $959.0K | 0.04% | +55+1.6% | Added |
| Evermay Wealth Management LLC | 3,475 | $960.0K | 0.17% | −21−0.6% | Reduced |
| Agf Investments Inc. | 3,479 | $961.0K | 0.01% | +1,137+48.5% | Added |
| CCM Investment Advisers LLC | 3,505 | $968.0K | 0.12% | −2,000−36.3% | Reduced |
| Beacon Investment Advisory Services, Inc. | 3,513 | $970.0K | 0.04% | −441−11.2% | Reduced |
| Strategy Asset Managers LLC | 3,514 | $971.0K | 0.25% | −686−16.3% | Reduced |
| Schechter Investment Advisors, LLC | 3,518 | $971.0K | 0.09% | +3,518 | New |
| Certified Advisory Corp | 3,560 | $983.0K | 0.22% | −175−4.7% | Reduced |
| Northcape Wealth Management, LLC | 3,560 | $983.0K | 0.33% | +3,560 | New |
| Hilltop Holdings Inc. | 3,564 | $984.0K | 0.10% | −313−8.1% | Reduced |
| Ironwood Investment Counsel, LLC | 3,566 | $985.0K | 0.23% | 00.0% | Unchanged |
| JGP Global Gestao de Recursos Ltda. | 3,570 | $986.0K | 0.46% | −6−0.2% | Reduced |
| Great Diamond Partners, LLC | 3,570 | $986.0K | 0.25% | +106+3.1% | Added |
| Guardian Capital Advisors LP | 3,865 | $989.0K | 0.10% | −60−1.5% | Reduced |
| United Bank | 3,581 | $989.0K | 0.12% | 00.0% | Unchanged |
| Eads & Heald Wealth Management | 3,598 | $994.0K | 0.43% | −100−2.7% | Reduced |
| Trustmark National Bank Trust Department | 3,599 | $995.0K | 0.08% | +20+0.6% | Added |
| Mystic Asset Management, Inc. | 3,623 | $1.00M | 0.47% | +3,623 | New |
| Pennsylvania Capital Management Inc | 3,626 | $1.00M | 0.34% | 00.0% | Unchanged |
| BLB&B Advisors, LLC | 3,661 | $1.01M | 0.07% | −5,630−60.6% | Reduced |
| WMS Partners, LLC | 3,662 | $1.01M | 0.22% | +22+0.6% | Added |
| First Foundation Advisors | 3,667 | $1.01M | 0.03% | +804+28.1% | Added |
| EPG Wealth Management LLC | 3,671 | $1.01M | 0.36% | +119+3.4% | Added |
| Endurance Wealth Management, Inc. | 3,673 | $1.01M | 0.11% | −2−0.1% | Reduced |
| AlphaStar Capital Management, LLC | 4,166 | $1.02M | 0.08% | +1,063+34.3% | Added |
| Eidelman Virant Capital | 3,675 | $1.02M | 0.38% | +3,675 | New |
| Asset Allocation & Management Company, LLC | 3,696 | $1.02M | 0.35% | +3,696 | New |
| True North Advisors, LLC | 3,706 | $1.02M | 0.17% | +68+1.9% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 3,712 | $1.02M | 0.01% | −45−1.2% | Reduced |
| Blueshift Asset Management, LLC | 3,719 | $1.03M | 0.09% | −1,522−29.0% | Reduced |
| Knowledge Leaders Capital, LLC | 3,720 | $1.03M | 0.75% | +360+10.7% | Added |
| Berkshire Asset Management LLC | 3,734 | $1.03M | 0.06% | −26−0.7% | Reduced |
| Guardian Wealth Management, Inc. | 3,743 | $1.03M | 1.00% | +3,743 | New |
| Doyle Wealth Management | 3,752 | $1.04M | 0.07% | +76+2.1% | Added |
| Ti-Trust, Inc | 3,764 | $1.04M | 0.93% | +3,764 | New |
| Vaughan David Investments LLC | 3,773 | $1.04M | 0.03% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 3,780 | $1.04M | 0.05% | −41−1.1% | Reduced |
| Steigerwald, Gordon & Koch Inc. | 3,779 | $1.04M | 0.16% | 00.0% | Unchanged |
| VeraBank, N.A. | 3,782 | $1.04M | 0.53% | +236+6.7% | Added |
| Engineers Gate Manager LP | 3,787 | $1.05M | 0.05% | +2,801+284.1% | Added |
| Jackson, Grant Investment Advisers, Inc. | 3,794 | $1.05M | 0.53% | +10+0.3% | Added |
| NorthCrest Asset Manangement, LLC | 3,797 | $1.05M | 0.06% | +3,797 | New |
| Marcum Wealth, LLC | 3,800 | $1.05M | 0.15% | +11+0.3% | Added |
| Mayflower Financial Advisors, LLC | 3,805 | $1.05M | 0.14% | +21+0.6% | Added |
| Seven Eight Capital, LP | 3,813 | $1.05M | 0.19% | +3,813 | New |
| Principal Street Partners, LLC | 3,837 | $1.06M | 0.26% | +3,837 | New |
| BCGM Wealth Management, LLC | 3,851 | $1.06M | 0.57% | 00.0% | Unchanged |
| Douglas Lane & Associates, LLC | 3,857 | $1.06M | 0.01% | +15+0.4% | Added |
| Level Four Advisory Services, LLC | 3,861 | $1.07M | 0.08% | +601+18.4% | Added |
| SlateStone Wealth, LLC | 3,864 | $1.07M | 0.23% | +1,105+40.1% | Added |
| Kovack Advisors, Inc. | 3,866 | $1.07M | 0.10% | −251−6.1% | Reduced |
| Stratos Wealth Advisors, LLC | 3,866 | $1.07M | 0.08% | +290+8.1% | Added |
| Grimes & Company, Inc. | 3,882 | $1.07M | 0.05% | 00.0% | Unchanged |
| Country Club Trust Company, n.a. | 3,870 | $1.07M | 0.08% | 00.0% | Unchanged |
| Capital Advisory Group Advisory Services, LLC | 3,886 | $1.07M | 0.47% | +102+2.7% | Added |
| Strategic Investment Advisors | 3,889 | $1.07M | 0.21% | +450+13.1% | Added |
| Old Second National Bank of Aurora | 5,192 | $1.08M | 0.32% | +1,156+28.6% | Added |
| Marietta Investment Partners LLC | 3,910 | $1.08M | 0.23% | +100+2.6% | Added |
| Farmers National Bank | 3,919 | $1.08M | 0.36% | −633−13.9% | Reduced |
| Laraway Financial Inc | 3,930 | $1.09M | 0.97% | +3,930 | New |
| S. R. Schill & Associates | 3,937 | $1.09M | 0.43% | −400−9.2% | Reduced |
| First Citizens Bank & Trust Co | 3,941 | $1.09M | 0.04% | +679+20.8% | Added |
| NorthRock Partners, LLC | 3,943 | $1.09M | 0.08% | +1,166+42.0% | Added |
| Cim Investment Mangement Inc | 3,952 | $1.09M | 0.33% | −69−1.7% | Reduced |
| Campion Asset Management LLC | 3,965 | $1.09M | 0.91% | 00.0% | Unchanged |
| Empowered Funds, LLC | 3,966 | $1.09M | 0.12% | +630+18.9% | Added |
| NVWM, LLC | 3,974 | $1.10M | 0.34% | +360+10.0% | Added |
| Vigilant Capital Management, LLC | 3,990 | $1.10M | 0.08% | 00.0% | Unchanged |
| Pictet North America Advisors SA | 4,000 | $1.10M | 0.11% | 00.0% | Unchanged |
| Powers Advisory Group, LLC | 4,001 | $1.10M | 0.78% | +4,001 | New |
| Ledyard National Bank | 4,019 | $1.11M | 0.11% | +9+0.2% | Added |
| Carlson Capital Management | 4,021 | $1.11M | 0.10% | +34+0.9% | Added |
| Westwood Holdings Group Inc. | 4,029 | $1.11M | 0.01% | +119+3.0% | Added |
| First National Bank & Trust Co of Newtown | 4,034 | $1.11M | 0.21% | 00.0% | Unchanged |
| Lumature Wealth Partners, LLC | 4,033 | $1.11M | 0.43% | +164+4.2% | Added |
| Credential Qtrade Securities Inc. | 4,046 | $1.12M | 0.08% | +3,890+2,493.6% | Added |
| MidWestOne Financial Group, Inc. | 4,049 | $1.12M | 0.23% | 00.0% | Unchanged |
| Capital Square, LLC | 4,299 | $1.12M | 0.77% | +8+0.2% | Added |
| Oakworth Capital, Inc. | 4,054 | $1.12M | 0.10% | +207+5.4% | Added |
| Fundamentun, LLC | 4,061 | $1.12M | 0.18% | −536−11.7% | Reduced |
| Flagship Harbor Advisors, LLC | 4,068 | $1.12M | 0.11% | +304+8.1% | Added |
| John G Ullman & Associates Inc | 4,072 | $1.13M | 0.15% | +17+0.4% | Added |
| Bourne Lent Asset Management Inc | 4,076 | $1.13M | 0.30% | 00.0% | Unchanged |
| RFG Advisory, LLC | 4,076 | $1.13M | 0.08% | +596+17.1% | Added |
| Chicago Partners Investment Group LLC | 4,809 | $1.13M | 0.08% | +57+1.2% | Added |
| Trust Co of Virginia | 4,095 | $1.13M | 0.11% | 00.0% | Unchanged |
| Woodward Diversified Capital, LLC | 4,100 | $1.13M | 0.67% | +14+0.3% | Added |
| Ballentine Partners, LLC | 4,114 | $1.14M | 0.03% | +340+9.0% | Added |
| AXS Investments LLC | 4,120 | $1.14M | 0.27% | +4,120 | New |