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 |
|---|---|---|---|---|---|
| Radnor Capital Management, LLC | 4,958 | $1.37M | 0.34% | +4,958 | New |
| Ropes Wealth Advisors LLC | 4,963 | $1.37M | 0.24% | −11−0.2% | Reduced |
| Meritage Portfolio Management | 5,000 | $1.38M | 0.08% | −222−4.3% | Reduced |
| Lokken Investment Group LLC | 5,006 | $1.38M | 0.99% | +388+8.4% | Added |
| Financial Advisory Service, Inc. | 5,026 | $1.39M | 0.13% | −16−0.3% | Reduced |
| High Net Worth Advisory Group LLC | 5,039 | $1.39M | 0.49% | +5,039 | New |
| Cerro Pacific Wealth Advisors LLC | 5,050 | $1.40M | 0.88% | +356+7.6% | Added |
| Ritholtz Wealth Management | 5,068 | $1.40M | 0.09% | +1,009+24.9% | Added |
| Valmark Advisers, Inc. | 5,080 | $1.40M | 0.02% | +1,463+40.4% | Added |
| Ashton Thomas Private Wealth, LLC | 5,089 | $1.41M | 0.14% | +2,504+96.9% | Added |
| Bridge Creek Capital Management LLC | 5,110 | $1.41M | 0.48% | +35+0.7% | Added |
| West Chester Capital Advisors, Inc | 5,109 | $1.41M | 0.97% | +89+1.8% | Added |
| Peddock Capital Advisors, LLC | 5,116 | $1.41M | 0.47% | 00.0% | Unchanged |
| Consilium Wealth Advisory, LLC | 5,116 | $1.41M | 0.92% | +5,116 | New |
| Simmons Bank | 5,119 | $1.41M | 0.10% | −277−5.1% | Reduced |
| WNY Asset Management, LLC | 5,124 | $1.42M | 0.42% | +100+2.0% | Added |
| Schulhoff & Co Inc | 5,175 | $1.43M | 0.59% | 00.0% | Unchanged |
| Pantheon Investment Group, LLC | 5,155 | $1.43M | 1.12% | −68−1.3% | Reduced |
| Leavell Investment Management, Inc. | 5,180 | $1.43M | 0.10% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 5,179 | $1.43M | 0.22% | +509+10.9% | Added |
| Pinnacle Bancorp, Inc. | 5,186 | $1.43M | 0.51% | −180−3.4% | Reduced |
| Woodmont Investment Counsel LLC | 5,196 | $1.44M | 0.18% | 00.0% | Unchanged |
| Moneta Group Investment Advisors LLC | 5,202 | $1.44M | 0.06% | +13+0.3% | Added |
| Ballast, Inc. | 5,206 | $1.44M | 0.56% | −373−6.7% | Reduced |
| Compton Wealth Advisory Group, LLC | 5,208 | $1.44M | 0.62% | +875+20.2% | Added |
| Wealthquest Corp | 5,233 | $1.45M | 0.22% | −195−3.6% | Reduced |
| Clifford Swan Investment Counsel LLC | 5,234 | $1.45M | 0.05% | −70−1.3% | Reduced |
| Hurlow Wealth Management Group, Inc. | 6,981 | $1.45M | 1.14% | +300+4.5% | Added |
| MBB Public Markets I LLC | 5,263 | $1.45M | 0.03% | +5,263 | New |
| Ifrah Financial Services, Inc. | 5,289 | $1.46M | 0.39% | −5−0.1% | Reduced |
| Orion Portfolio Solutions, LLC | 5,302 | $1.47M | 0.05% | +327+6.6% | Added |
| Wealth Management Associates, Inc. | 5,312 | $1.47M | 0.79% | −118−2.2% | Reduced |
| Keebeck Wealth Management, LLC | 5,319 | $1.47M | 0.26% | +300+6.0% | Added |
| Bellecapital International Ltd. | 5,330 | $1.47M | 0.42% | −22−0.4% | Reduced |
| Wallington Asset Management, LLC | 5,336 | $1.47M | 0.22% | +150+2.9% | Added |
| J.W. Cole Advisors, Inc. | 5,379 | $1.49M | 0.10% | +282+5.5% | Added |
| Americana Partners, LLC | 5,400 | $1.49M | 0.27% | +2,700+100.0% | Added |
| Van Strum & Towne Inc. | 5,400 | $1.49M | 0.54% | 00.0% | Unchanged |
| DF Dent & Co Inc | 5,404 | $1.49M | 0.02% | −72−1.3% | Reduced |
| Strengthening Families & Communities, LLC | 5,405 | $1.49M | 1.14% | +5,405 | New |
| First Horizon Advisors, Inc. | 5,415 | $1.49M | 0.05% | −311−5.4% | Reduced |
| Balentine LLC | 5,407 | $1.49M | 0.05% | +3,077+132.1% | Added |
| Tyler-Stone Wealth Management | 5,407 | $1.49M | 0.79% | +5,407 | New |
| Engine No. 1 LLC | 5,443 | $1.50M | 0.31% | +1,171+27.4% | Added |
| Thompson Siegel & Walmsley LLC | 5,450 | $1.50M | 0.02% | 00.0% | Unchanged |
| Frontier Wealth Management LLC | 5,447 | $1.50M | 0.10% | +730+15.5% | Added |
| Lifeworks Advisors, LLC | 5,460 | $1.51M | 1.20% | +5,460 | New |
| Biltmore Family Office, LLC | 5,480 | $1.51M | 0.29% | +1,550+39.4% | Added |
| Affinity Capital Advisors, LLC | 5,485 | $1.51M | 0.46% | −77−1.4% | Reduced |
| Ironwood Financial, llc | 5,489 | $1.52M | 0.42% | −10−0.2% | Reduced |
| Wealth Enhancement & Preservation of GA, LLC | 5,489 | $1.52M | 1.02% | +111+2.1% | Added |
| Massmutual Trust Co FSB | 5,492 | $1.52M | 0.06% | +69+1.3% | Added |
| Woodstock Corp | 5,534 | $1.53M | 0.16% | +10+0.2% | Added |
| Verdence Capital Advisors LLC | 5,546 | $1.53M | 0.18% | −44−0.8% | Reduced |
| Legacy Wealth Asset Management, LLC | 5,602 | $1.55M | 0.52% | +372+7.1% | Added |
| Wealthspire Advisors, LLC | 5,626 | $1.55M | 0.03% | −825−12.8% | Reduced |
| Sippican Capital Advisors | 5,626 | $1.55M | 1.32% | −30−0.5% | Reduced |
| Quilter Plc | 5,728 | $1.56M | 0.04% | −1,389−19.5% | Reduced |
| KG&L Capital Management,LLC | 5,642 | $1.56M | 0.63% | +469+9.1% | Added |
| Philadelphia Trust Co | 5,650 | $1.56M | 0.11% | −500−8.1% | Reduced |
| Whittier Trust Co of Nevada Inc | 5,663 | $1.56M | 0.06% | +80+1.4% | Added |
| Brooks, Moore & Associates, Inc. | 5,673 | $1.57M | 0.92% | −128−2.2% | Reduced |
| Chesapeake Wealth Management | 5,693 | $1.57M | 0.53% | −180−3.1% | Reduced |
| ZWJ Investment Counsel Inc | 5,695 | $1.57M | 0.08% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 5,708 | $1.57M | 0.13% | −1,363−19.3% | Reduced |
| Nicolet Bankshares Inc | 5,712 | $1.58M | 0.35% | +237+4.3% | Added |
| Motco | 5,729 | $1.58M | 0.10% | −384−6.3% | Reduced |
| U.S. Capital Wealth Advisors, LLC | 5,739 | $1.58M | 0.06% | +60+1.1% | Added |
| Eqis Capital Management, Inc. | 5,754 | $1.59M | 0.12% | +2,638+84.7% | Added |
| StoneX Group Inc. | 5,759 | $1.59M | 0.18% | +162+2.9% | Added |
| Hoylecohen, LLC | 5,772 | $1.59M | 0.13% | +110+1.9% | Added |
| First Business Financial Services, Inc. | 5,793 | $1.60M | 0.17% | +28+0.5% | Added |
| Somerville Kurt F | 5,810 | $1.60M | 0.22% | +55+1.0% | Added |
| Sabal Trust CO | 5,849 | $1.62M | 0.10% | −116−1.9% | Reduced |
| Waddell & Associates, LLC | 5,860 | $1.62M | 0.26% | +657+12.6% | Added |
| BCS Wealth Management | 5,874 | $1.62M | 0.58% | +926+18.7% | Added |
| Highview Capital Management LLC | 5,871 | $1.62M | 1.05% | +5,871 | New |
| Galvin, Gaustad & Stein, LLC | 5,886 | $1.63M | 0.14% | +89+1.5% | Added |
| Joel Isaacson & Co., LLC | 5,894 | $1.63M | 0.11% | +350+6.3% | Added |
| Boston Financial Mangement LLC | 5,898 | $1.63M | 0.06% | +65+1.1% | Added |
| KLCM Advisors, Inc. | 5,939 | $1.64M | 0.36% | +200+3.5% | Added |
| Welch Group, LLC | 5,944 | $1.64M | 0.10% | −188−3.1% | Reduced |
| Parthenon LLC | 5,962 | $1.65M | 0.23% | 00.0% | Unchanged |
| Andesa Financial Management Inc. | 5,966 | $1.65M | 0.81% | −22−0.4% | Reduced |
| Gardner Lewis Asset Management L P | 5,966 | $1.65M | 0.32% | +5,966 | New |
| Silicon Valley Community Foundation | 6,015 | $1.66M | 0.11% | +6,015 | New |
| Mission Wealth Management, LP | 6,029 | $1.67M | 0.08% | +459+8.2% | Added |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 6,038 | $1.67M | 0.48% | +597+11.0% | Added |
| Mather Group, LLC. | 6,045 | $1.67M | 0.03% | +1,109+22.5% | Added |
| Kirr Marbach & Co LLC | 6,053 | $1.67M | 0.44% | 00.0% | Unchanged |
| NWK Group, Inc. | 6,052 | $1.67M | 0.62% | +6,052 | New |
| GAM Holding AG | 6,071 | $1.68M | 0.07% | 00.0% | Unchanged |
| Lloyd Park, LLC | 6,089 | $1.68M | 1.33% | +6,089 | New |
| Red Cedar Investment Management, LLC | 6,111 | $1.69M | 0.20% | 00.0% | Unchanged |
| Oxler Private Wealth LLC | 6,120 | $1.69M | 0.70% | −80−1.3% | Reduced |
| Ancora Advisors, LLC | 6,132 | $1.69M | 0.04% | −25−0.4% | Reduced |
| Confluence Wealth Services, Inc. | 6,143 | $1.70M | 0.55% | +6,143 | New |
| Brighton Jones LLC | 6,180 | $1.71M | 0.08% | +176+2.9% | Added |
| R.m.sincerbeaux Capital Management LLC | 6,200 | $1.71M | 1.03% | +1,000+19.2% | Added |
| Market Street Wealth Management Advisors LLC | 6,238 | $1.72M | 0.56% | −1,149−15.6% | Reduced |