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 |
|---|---|---|---|---|---|
| Laurel Wealth Advisors, Inc. | 6,251 | $1.73M | 0.13% | +1,186+23.4% | Added |
| Carl P. Sherr & Co., LLC | 6,258 | $1.73M | 1.05% | −328−5.0% | Reduced |
| Bank Pictet & Cie (Asia) Ltd | 6,311 | $1.74M | 0.41% | +291+4.8% | Added |
| Smith, Moore & Co. | 6,308 | $1.74M | 0.24% | +341+5.7% | Added |
| TKG Advisors, LLC | 6,325 | $1.75M | 1.38% | +6,325 | New |
| RMB Capital Management, LLC | 6,344 | $1.75M | 0.05% | 00.0% | Unchanged |
| Avidian Wealth Solutions, LLC | 6,344 | $1.75M | 0.11% | +2,403+61.0% | Added |
| Thoroughbred Financial Services, LLC | 6,360 | $1.76M | 0.37% | +271+4.5% | Added |
| Patten & Patten Inc | 6,365 | $1.76M | 0.12% | +59+0.9% | Added |
| Davis R M Inc | 6,365 | $1.76M | 0.04% | +190+3.1% | Added |
| Fiduciary Trust Co | 6,410 | $1.77M | 0.03% | −146−2.2% | Reduced |
| Boltwood Capital Management | 6,481 | $1.79M | 0.66% | +18+0.3% | Added |
| Allen Investment Management LLC | 6,485 | $1.79M | 0.02% | +5,600+632.8% | Added |
| Peachtree Investment Partners, LLC | 6,501 | $1.80M | 0.75% | +1,304+25.1% | Added |
| EP Wealth Advisors, LLC | 6,508 | $1.80M | 0.04% | +398+6.5% | Added |
| Mechanics Bank Trust Department | 6,528 | $1.80M | 0.27% | −55−0.8% | Reduced |
| Altium Wealth Management LLC | 6,551 | $1.81M | 0.12% | +1,212+22.7% | Added |
| Park Avenue Securities LLC | 6,570 | $1.81M | 0.03% | +948+16.9% | Added |
| Clear Street Markets LLC | 6,583 | $1.82M | 0.16% | −7,121−52.0% | Reduced |
| Tower Bridge Advisors | 6,592 | $1.82M | 0.11% | −1,600−19.5% | Reduced |
| Royal Harbor Partners, LLC | 6,598 | $1.82M | 1.16% | +192+3.0% | Added |
| Aigen Investment Management, LP | 6,837 | $1.83M | 0.11% | +6,837 | New |
| Truehand, Inc | 6,625 | $1.83M | 1.07% | −2,100−24.1% | Reduced |
| First Financial Corp | 6,634 | $1.83M | 1.12% | −273−4.0% | Reduced |
| ARS Wealth Advisors Group, LLC | 6,631 | $1.83M | 0.31% | +101+1.5% | Added |
| Appleton Partners Inc | 6,636 | $1.83M | 0.14% | −75−1.1% | Reduced |
| Cavalier Investments, LLC | 6,648 | $1.84M | 0.48% | −384−5.5% | Reduced |
| Cairn Investment Group, Inc. | 6,651 | $1.84M | 1.27% | −110−1.6% | Reduced |
| Prelude Capital Management, LLC | 6,687 | $1.85M | 0.09% | +3,088+85.8% | Added |
| Lake Street Financial LLC | 6,691 | $1.85M | 0.33% | +2,029+43.5% | Added |
| CAPROCK Group, Inc. | 6,725 | $1.86M | 0.15% | +202+3.1% | Added |
| United Capital Management of KS, Inc. | 6,759 | $1.87M | 0.70% | +107+1.6% | Added |
| Marshall Financial Group LLC | 6,782 | $1.87M | 0.69% | +554+8.9% | Added |
| First Hawaiian Bank | 6,787 | $1.87M | 0.06% | −2,160−24.1% | Reduced |
| Investment Partners, Ltd. | 6,817 | $1.88M | 0.77% | +1,006+17.3% | Added |
| IAM Advisory, LLC | 7,298 | $1.90M | 0.75% | +110+1.5% | Added |
| Freedom Day Solutions, LLC | 6,872 | $1.90M | 0.76% | +72+1.1% | Added |
| Householder Group Estate & Retirement Specialist, LLC | 6,870 | $1.90M | 0.71% | +6,870 | New |
| Aft, Forsyth & Company, Inc. | 6,875 | $1.90M | 0.98% | −280−3.9% | Reduced |
| Marble Harbor Investment Counsel, LLC | 6,890 | $1.90M | 0.22% | −100−1.4% | Reduced |
| De Burlo Group Inc | 6,894 | $1.90M | 0.28% | 00.0% | Unchanged |
| Quantbot Technologies LP | 6,897 | $1.91M | 0.15% | −1,028−13.0% | Reduced |
| Venture Visionary Partners LLC | 6,955 | $1.91M | 0.12% | +54+0.8% | Added |
| Ipswich Investment Management Co., Inc. | 6,907 | $1.91M | 0.45% | 00.0% | Unchanged |
| Sequoia Financial Advisors, LLC | 6,912 | $1.91M | 0.05% | +4,440+179.6% | Added |
| Zions Bancorporation, N.A. | 6,919 | $1.91M | 0.17% | +498+7.8% | Added |
| BDO Wealth Advisors, LLC | 6,932 | $1.92M | 0.20% | +28+0.4% | Added |
| Grove Bank & Trust | 6,941 | $1.92M | 0.37% | +184+2.7% | Added |
| Quent Capital, LLC | 6,948 | $1.92M | 0.41% | +6,948 | New |
| Capital Investment Advisory Services, LLC | 6,950 | $1.92M | 0.23% | +1,109+19.0% | Added |
| Jackson Wealth Management, LLC | 6,967 | $1.92M | 0.24% | +6,967 | New |
| Institute for Wealth Management, LLC. | 7,032 | $1.94M | 0.32% | −48−0.7% | Reduced |
| Vision Capital Management, Inc. | 7,036 | $1.94M | 0.29% | +10+0.1% | Added |
| Chicago Trust Co NA | 7,032 | $1.94M | 0.39% | +810+13.0% | Added |
| Axxcess Wealth Management, LLC | 7,041 | $1.95M | 0.15% | +7,041 | New |
| Sym Financial Corp | 7,072 | $1.95M | 0.76% | −306−4.1% | Reduced |
| Hotchkis & Wiley Capital Management LLC | 7,100 | $1.96M | 0.01% | −2,000−22.0% | Reduced |
| Quadrant Capital Group LLC | 7,131 | $1.97M | 0.24% | +129+1.8% | Added |
| TCI Wealth Advisors, Inc. | 7,139 | $1.97M | 0.29% | −441−5.8% | Reduced |
| Winton Group Ltd | 7,167 | $1.98M | 0.12% | +2,429+51.3% | Added |
| Old North State Trust, LLC | 7,212 | $1.99M | 1.43% | −290−3.9% | Reduced |
| Bank of Hawaii | 7,213 | $1.99M | 0.10% | −133−1.8% | Reduced |
| Capital One Financial Corp | 7,210 | $1.99M | 0.24% | 00.0% | Unchanged |
| Brandywine Oak Private Wealth LLC | 7,231 | $2.00M | 0.22% | +200+2.8% | Added |
| Resources Investment Advisors, LLC. | 7,248 | $2.00M | 0.07% | +188+2.7% | Added |
| Carret Asset Management, LLC | 7,252 | $2.00M | 0.22% | 00.0% | Unchanged |
| Telos Capital Management, Inc. | 7,267 | $2.01M | 0.25% | −100−1.4% | Reduced |
| Wellington Shields Capital Management, LLC | 7,265 | $2.01M | 0.26% | +475+7.0% | Added |
| Pitcairn Co | 7,265 | $2.01M | 0.13% | +635+9.6% | Added |
| Myriad Asset Management Ltd. | 7,300 | $2.02M | 0.22% | 00.0% | Unchanged |
| DCM Advisors, LLC | 7,352 | $2.03M | 0.60% | +2,119+40.5% | Added |
| Horizon Kinetics Asset Management LLC | 7,386 | $2.04M | 0.05% | −1,000−11.9% | Reduced |
| Wunderlich Capital Managemnt | 7,384 | $2.04M | 0.91% | +90+1.2% | Added |
| Commerzbank Aktiengesellschaft | 7,425 | $2.05M | 0.12% | +550+8.0% | Added |
| Sentry Investment Management LLC | 7,424 | $2.05M | 0.54% | +746+11.2% | Added |
| Belpointe Asset Management LLC | 7,479 | $2.06M | 0.13% | +318+4.4% | Added |
| Baldwin Investment Management, LLC | 7,492 | $2.07M | 0.54% | +535+7.7% | Added |
| Strategic Wealth Partners, Ltd. | 7,498 | $2.07M | 0.39% | +358+5.0% | Added |
| Ogorek Anthony Joseph | 7,499 | $2.07M | 0.88% | +7,349+4,899.3% | Added |
| Metis Global Partners, LLC | 7,526 | $2.08M | 0.58% | +7,526 | New |
| Bray Capital Advisors | 7,545 | $2.08M | 0.51% | 00.0% | Unchanged |
| Dumont & Blake Investment Advisors LLC | 7,550 | $2.08M | 0.55% | 00.0% | Unchanged |
| Bellevue Group AG | 7,552 | $2.09M | 0.02% | +7,552 | New |
| Bender Robert & Associates | 9,044 | $2.09M | 0.60% | 00.0% | Unchanged |
| Cladis Investment Advisory, LLC | 7,570 | $2.09M | 1.68% | +7,570 | New |
| Unigestion Holding SA | 7,600 | $2.10M | 0.09% | +374+5.2% | Added |
| Wealthsource Partners, LLC | 7,609 | $2.10M | 0.17% | −117−1.5% | Reduced |
| Fiduciary Group LLC | 7,676 | $2.12M | 0.24% | −150−1.9% | Reduced |
| Towerpoint Wealth, LLC | 7,675 | $2.12M | 1.00% | +100+1.3% | Added |
| Proequities, Inc. | 7,694 | $2.13M | 0.12% | +170+2.3% | Added |
| Wintrust Investments LLC | 7,727 | $2.13M | 0.20% | +7,727 | New |
| Trust Co of Vermont | 7,744 | $2.14M | 0.13% | +308+4.1% | Added |
| Citizens & Northern Corp | 7,779 | $2.15M | 0.77% | −2,662−25.5% | Reduced |
| Douglass Winthrop Advisors, LLC | 7,796 | $2.15M | 0.05% | 00.0% | Unchanged |
| Hills Bank & Trust Co | 7,827 | $2.16M | 0.30% | +236+3.1% | Added |
| Trust Asset Management LLC | 7,830 | $2.16M | 0.27% | 00.0% | Unchanged |
| Covington Capital Management | 7,857 | $2.17M | 0.07% | +18+0.2% | Added |
| Ameritas Advisory Services, LLC | 7,894 | $2.18M | 0.08% | +7,894 | New |
| Valley National Advisers Inc | 7,895 | $2.18M | 0.40% | −158−2.0% | Reduced |
| Harvest Fund Management Co., Ltd | 7,867 | $2.18M | 0.37% | +833+11.8% | Added |