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 |
|---|---|---|---|---|---|
| Keudell/Morrison Wealth Management | 4,136 | $1.14M | 0.45% | −76−1.8% | Reduced |
| Clean Yield Group | 4,139 | $1.14M | 0.38% | −150−3.5% | Reduced |
| Formidable Asset Management, LLC | 4,222 | $1.15M | 0.22% | 00.0% | Unchanged |
| TAP Consulting, LLC | 4,158 | $1.15M | 0.26% | +134+3.3% | Added |
| CMG Global Holdings, LLC | 4,170 | $1.15M | 0.74% | −10−0.2% | Reduced |
| Beach Investment Counsel Inc | 4,185 | $1.16M | 0.15% | −25−0.6% | Reduced |
| Hendershot Investments Inc. | 4,198 | $1.16M | 0.18% | +4,198 | New |
| NSI Retail Advisors, LLC | 4,207 | $1.16M | 0.19% | 00.0% | Unchanged |
| Meridian Wealth Advisors, LLC | 4,205 | $1.16M | 0.28% | +20.0% | Added |
| Coastal Investment Advisors, Inc. | 4,208 | $1.16M | 0.26% | +16+0.4% | Added |
| Clear Perspective Advisors, LLC | 4,211 | $1.16M | 0.35% | −50−1.2% | Reduced |
| Barr E S & Co | 4,212 | $1.16M | 0.08% | −13−0.3% | Reduced |
| Bard Financial Services, Inc. | 4,215 | $1.16M | 0.09% | 00.0% | Unchanged |
| Knights of Columbus Asset Advisors LLC | 4,229 | $1.17M | 0.09% | +1,032+32.3% | Added |
| Blodgett Wealth Advisors, LLC | 4,237 | $1.17M | 0.92% | +4,237 | New |
| Blackhawk Capital Partners LLC. | 4,259 | $1.18M | 0.71% | 00.0% | Unchanged |
| City State Bank | 4,258 | $1.18M | 0.72% | +4,258 | New |
| First Heartland Consultants, Inc. | 4,272 | $1.18M | 0.16% | −43−1.0% | Reduced |
| HT Partners LLC | 4,272 | $1.18M | 0.34% | 00.0% | Unchanged |
| Lattice Capital Management, LLC | 4,277 | $1.18M | 1.22% | +4,277 | New |
| Legacy Private Trust Co. | 4,285 | $1.18M | 0.09% | +200+4.9% | Added |
| Columbia Asset Management | 4,289 | $1.19M | 0.24% | 00.0% | Unchanged |
| Fukoku Mutual Life Insurance Co | 4,290 | $1.19M | 0.09% | +50+1.2% | Added |
| Strategic Blueprint, LLC | 4,308 | $1.19M | 0.15% | +1,312+43.8% | Added |
| Strategic Wealth Designers | 4,311 | $1.19M | 0.31% | +3,438+393.8% | Added |
| Boston Trust Walden Corp | 4,318 | $1.19M | 0.01% | 00.0% | Unchanged |
| Howland Capital Management LLC | 4,318 | $1.19M | 0.06% | +25+0.6% | Added |
| CX Institutional | 4,323 | $1.19M | 0.09% | +88+2.1% | Added |
| CRA Financial Services, LLC | 4,329 | $1.20M | 0.36% | 00.0% | Unchanged |
| Regent Investment Management LLC | 4,330 | $1.20M | 0.26% | +150+3.6% | Added |
| Adirondack Trust Co | 4,333 | $1.20M | 0.57% | −1,192−21.6% | Reduced |
| Berkshire Bank | 4,339 | $1.20M | 0.27% | 00.0% | Unchanged |
| Community Bank, N.A. | 4,375 | $1.21M | 0.14% | +130+3.1% | Added |
| Robertson Stephens Wealth Management, LLC | 4,381 | $1.21M | 0.10% | +3,445+368.1% | Added |
| Capital CS Group, LLC | 4,385 | $1.21M | 0.95% | +4,385 | New |
| West Paces Advisors Inc. | 4,389 | $1.21M | 0.38% | −80−1.8% | Reduced |
| Western Wealth Management, LLC | 4,402 | $1.22M | 0.12% | +4,402 | New |
| Humankind Investments LLC | 4,431 | $1.22M | 0.49% | +564+14.6% | Added |
| Pictet & Cie (Europe) SA | 4,433 | $1.22M | 0.04% | +1,986+81.2% | Added |
| Gilbert & Cook, Inc. | 4,437 | $1.23M | 0.20% | +608+15.9% | Added |
| Stokes Family Office, LLC | 4,462 | $1.23M | 0.15% | +64+1.5% | Added |
| Boston Research & Management Inc | 4,473 | $1.24M | 0.34% | 00.0% | Unchanged |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 4,478 | $1.24M | 0.06% | +1,121+33.4% | Added |
| Meristem Family Wealth, LLC | 4,484 | $1.24M | 0.11% | +148+3.4% | Added |
| Dearborn Partners LLC | 4,494 | $1.24M | 0.04% | 00.0% | Unchanged |
| Smith, Salley & Associates | 4,536 | $1.25M | 0.09% | −227−4.8% | Reduced |
| Argent Advisors, Inc. | 4,531 | $1.25M | 0.67% | 00.0% | Unchanged |
| Financial Advocates Investment Management | 4,533 | $1.25M | 0.09% | +29+0.6% | Added |
| Great Lakes Advisors, LLC | 4,544 | $1.25M | 0.02% | −320−6.6% | Reduced |
| Lombard Odier Asset Management (Switzerland) SA | 4,546 | $1.26M | 0.08% | +4,546 | New |
| Change Path, LLC | 4,572 | $1.26M | 0.06% | −195−4.1% | Reduced |
| Gilman Hill Asset Management, LLC | 4,571 | $1.26M | 0.28% | 00.0% | Unchanged |
| Baker Tilly Wealth Management, LLC | 4,578 | $1.26M | 0.14% | +116+2.6% | Added |
| Cornerstone National Bank & Trust Co | 4,580 | $1.27M | 0.55% | −20.0% | Reduced |
| Chatham Capital Group, Inc. | 4,587 | $1.27M | 0.23% | +130+2.9% | Added |
| Latitude Advisors, LLC | 4,596 | $1.27M | 0.35% | +344+8.1% | Added |
| CSM Advisors, LLC | 4,597 | $1.27M | 0.09% | +90+2.0% | Added |
| GraniteShares Advisors LLC | 4,600 | $1.27M | 0.59% | +4,600 | New |
| First Dallas Securities Inc. | 4,600 | $1.27M | 0.83% | 00.0% | Unchanged |
| Ascent Group, LLC | 5,228 | $1.27M | 0.16% | +5,228 | New |
| ARGA Investment Management, LP | 4,606 | $1.27M | 0.08% | −19−0.4% | Reduced |
| Buffington Mohr McNeal | 4,620 | $1.28M | 0.22% | 00.0% | Unchanged |
| 9258 Wealth Management, LLC | 4,622 | $1.28M | 0.29% | −64−1.4% | Reduced |
| Independent Financial Group, LLC | 4,626 | $1.28M | 0.11% | +3,115+206.2% | Added |
| Advisors Capital Management, LLC | 4,636 | $1.28M | 0.03% | +236+5.4% | Added |
| Planned Solutions, Inc. | 4,640 | $1.28M | 0.88% | +4,640 | New |
| V Wealth Advisors LLC | 4,644 | $1.28M | 0.19% | −93−2.0% | Reduced |
| Vectors Research Management, LLC | 4,666 | $1.29M | 0.27% | +36+0.8% | Added |
| HNP Capital LLC | 4,666 | $1.29M | 0.29% | +36+0.8% | Added |
| Clare Market Investments LLC | 4,670 | $1.29M | 0.36% | −134−2.8% | Reduced |
| West Family Investments, Inc. | 4,675 | $1.29M | 0.36% | −1,250−21.1% | Reduced |
| Silvercrest Asset Management Group LLC | 4,690 | $1.29M | 0.01% | +7+0.1% | Added |
| Haverford Trust Co | 4,688 | $1.29M | 0.01% | +297+6.8% | Added |
| Thomasville National Bank | 4,704 | $1.30M | 0.12% | +648+16.0% | Added |
| Range Financial Group LLC | 4,711 | $1.30M | 0.86% | −116−2.4% | Reduced |
| Harrison & Co Wealth Management, LLC | 4,720 | $1.30M | 1.10% | +4,720 | New |
| American Money Management, LLC | 4,723 | $1.30M | 0.34% | +128+2.8% | Added |
| Moloney Securities Asset Management, LLC | 4,729 | $1.31M | 0.22% | −12,773−73.0% | Reduced |
| Sandy Spring Bank | 4,730 | $1.31M | 0.06% | −151−3.1% | Reduced |
| Stiles Financial Services Inc | 4,735 | $1.31M | 0.63% | +4,735 | New |
| Gratus Capital LLC | 4,766 | $1.32M | 0.12% | +109+2.3% | Added |
| Koshinski Asset Management, Inc. | 4,811 | $1.33M | 0.11% | +54+1.1% | Added |
| Folger Nolan Fleming Douglas Capital Management, Inc | 4,822 | $1.33M | 0.15% | 00.0% | Unchanged |
| Dynamic Advisor Solutions LLC | 4,826 | $1.33M | 0.10% | −133−2.7% | Reduced |
| BOK Financial Private Wealth, Inc. | 4,843 | $1.34M | 0.09% | +483+11.1% | Added |
| Apollon Wealth Management, LLC | 4,846 | $1.34M | 0.11% | +2,350+94.2% | Added |
| Beaton Management Co. Inc. | 4,858 | $1.34M | 0.80% | −85−1.7% | Reduced |
| Kenfarb & Co. | 4,860 | $1.34M | 0.98% | +4,860 | New |
| Hanson & Doremus Investment Management | 4,862 | $1.34M | 0.29% | −101−2.0% | Reduced |
| HC Advisors, LLC | 4,867 | $1.34M | 0.82% | +4+0.1% | Added |
| Equitable Holdings, Inc. | 4,887 | $1.35M | 0.02% | +608+14.2% | Added |
| Edgestream Partners, L.P. | 4,898 | $1.35M | 0.08% | −39,692−89.0% | Reduced |
| Lumbard & Kellner, LLC | 5,519 | $1.35M | 0.51% | 00.0% | Unchanged |
| Northern Oak Wealth Management Inc | 4,903 | $1.35M | 0.15% | −20.0% | Reduced |
| StrategIQ Financial Group, LLC | 4,912 | $1.36M | 0.14% | +743+17.8% | Added |
| Suncoast Equity Management | 4,915 | $1.36M | 0.17% | +25+0.5% | Added |
| Mount Yale Investment Advisors, LLC | 4,935 | $1.36M | 0.14% | +2,228+82.3% | Added |
| Qtron Investments LLC | 4,939 | $1.36M | 0.31% | 00.0% | Unchanged |
| Mengis Capital Management, Inc. | 4,939 | $1.36M | 0.26% | +6+0.1% | Added |
| Alaethes Wealth LLC | 4,955 | $1.37M | 0.86% | +503+11.3% | Added |