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 |
|---|---|---|---|---|---|
| Bank Hapoalim BM | 10,048 | $2.77M | 0.28% | −32−0.3% | Reduced |
| GM Advisory Group, Inc. | 10,091 | $2.79M | 0.25% | +244+2.5% | Added |
| Wahed Invest LLC | 10,103 | $2.79M | 1.55% | +10,103 | New |
| Private Trust Co NA | 10,138 | $2.80M | 0.39% | −92−0.9% | Reduced |
| Seeyond | 10,175 | $2.81M | 0.26% | −28−0.3% | Reduced |
| Shelton Capital Management | 10,188 | $2.81M | 0.10% | −1,082−9.6% | Reduced |
| Boyd Watterson Asset Management LLC | 10,240 | $2.83M | 0.94% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 10,241 | $2.83M | 0.00% | +2,688+35.6% | Added |
| Deseret Mutual Benefit Administrators | 10,267 | $2.84M | 0.48% | +1,554+17.8% | Added |
| Mutual Advisors, LLC | 10,289 | $2.84M | 0.15% | −505−4.7% | Reduced |
| KMG Fiduciary Partners, LLC | 10,307 | $2.85M | 0.44% | +3,478+50.9% | Added |
| Veriti Management LLC | 10,353 | $2.86M | 0.37% | +68+0.7% | Added |
| Tocqueville Asset Management L.P. | 10,411 | $2.88M | 0.04% | +10+0.1% | Added |
| Fulton Bank, N.A. | 10,451 | $2.89M | 0.13% | +486+4.9% | Added |
| Diversified Trust Co | 10,493 | $2.90M | 0.10% | +369+3.6% | Added |
| Plimoth Trust Co LLC | 10,496 | $2.90M | 0.74% | −230−2.1% | Reduced |
| Jaffetilchin Investment Partners, LLC | 10,519 | $2.90M | 0.27% | −778−6.9% | Reduced |
| Cambridge Trust Co | 10,532 | $2.91M | 0.09% | +3,152+42.7% | Added |
| Kinneret Advisory, LLC | 10,546 | $2.91M | 0.30% | 00.0% | Unchanged |
| Edge Capital Group, LLC | 10,599 | $2.93M | 0.21% | +26+0.2% | Added |
| Pathstone Family Office, LLC | 10,593 | $2.93M | 0.07% | +709+7.2% | Added |
| Cadence Bank NA | 10,690 | $2.95M | 0.80% | +58+0.5% | Added |
| Waters Parkerson & Co., LLC | 10,706 | $2.96M | 0.16% | +52+0.5% | Added |
| Bridges Investment Management Inc | 10,788 | $2.98M | 0.09% | +75+0.7% | Added |
| Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD | 10,797 | $2.98M | 0.49% | 00.0% | Unchanged |
| Investors Asset Management of Georgia Inc | 10,801 | $2.98M | 1.42% | −75−0.7% | Reduced |
| Intersect Capital LLC | 10,807 | $2.98M | 0.55% | −4,173−27.9% | Reduced |
| Highland Capital Management, LLC | 10,806 | $2.98M | 0.17% | +922+9.3% | Added |
| MTM Investment Management, LLC | 10,858 | $3.00M | 1.43% | −29−0.3% | Reduced |
| Symmetry Partners, LLC | 10,929 | $3.02M | 0.19% | +3,998+57.7% | Added |
| AIA Group Ltd | 10,948 | $3.02M | 0.14% | +9,636+734.5% | Added |
| Meitav Dash Investments Ltd | 10,952 | $3.02M | 0.05% | +155+1.4% | Added |
| Punch & Associates Investment Management, Inc. | 10,981 | $3.03M | 0.16% | −87−0.8% | Reduced |
| Family Legacy, Inc. | 11,654 | $3.06M | 1.25% | +80+0.7% | Added |
| TRUE Private Wealth Advisors | 11,067 | $3.06M | 0.44% | +15+0.1% | Added |
| Crew Capital Management, Ltd. | 11,142 | $3.08M | 2.60% | +50+0.5% | Added |
| Anderson Hoagland & Co | 12,832 | $3.08M | 0.40% | +163+1.3% | Added |
| Sabadell Asset Management, S.A S.G.I.I.C | 12,363 | $3.09M | 0.49% | +543+4.6% | Added |
| Estabrook Capital Management | 11,181 | $3.09M | 0.44% | −1,959−14.9% | Reduced |
| Evergreen Capital Management LLC | 11,223 | $3.10M | 0.12% | +143+1.3% | Added |
| Wedbush Securities Inc | 11,235 | $3.10M | 0.13% | +5,887+110.1% | Added |
| DCF Advisers, LLC | 11,250 | $3.11M | 1.56% | 00.0% | Unchanged |
| Tudor Investment Corp Et Al | 11,412 | $3.15M | 0.06% | +1,530+15.5% | Added |
| L & S Advisors Inc | 11,418 | $3.15M | 0.34% | +11,418 | New |
| Altfest L J & Co Inc | 11,428 | $3.16M | 0.60% | −578−4.8% | Reduced |
| G&S Capital LLC | 11,444 | $3.16M | 1.57% | −203−1.7% | Reduced |
| Banco Santander, S.A. | 11,458 | $3.17M | 0.02% | −2,834−19.8% | Reduced |
| C2C Wealth Management, LLC | 11,515 | $3.18M | 0.46% | +11,515 | New |
| Donoghue Forlines LLC | 11,570 | $3.20M | 0.54% | −84−0.7% | Reduced |
| Equitable Trust Co | 11,669 | $3.22M | 0.20% | −87−0.7% | Reduced |
| West Oak Capital, LLC | 11,705 | $3.23M | 1.19% | −400−3.3% | Reduced |
| Van Leeuwen & Company, LLC | 11,740 | $3.24M | 1.82% | +11,740 | New |
| Nomura Holdings Inc | 11,741 | $3.24M | 0.02% | −7,253−38.2% | Reduced |
| Reynders McVeigh Capital Management, LLC | 11,779 | $3.25M | 0.18% | +349+3.1% | Added |
| Cable Hill Partners, LLC | 11,803 | $3.26M | 0.67% | +406+3.6% | Added |
| Brooktree Capital Management | 11,939 | $3.30M | 2.02% | −1,054−8.1% | Reduced |
| Montecito Bank & Trust | 11,988 | $3.31M | 0.59% | −36−0.3% | Reduced |
| First City Capital Management, Inc. | 13,678 | $3.31M | 1.86% | −1,036−7.0% | Reduced |
| Comerica Securities,inc. | 12,001 | $3.31M | 0.21% | −271−2.2% | Reduced |
| American Assets Investment Management, LLC | 12,000 | $3.31M | 0.36% | 00.0% | Unchanged |
| Clough Capital Partners L P | 12,013 | $3.32M | 0.22% | 00.0% | Unchanged |
| Evernest Financial Advisors, LLC | 4,483 | $3.32M | 1.72% | +4,483 | New |
| Aull & Monroe Investment Management Corp | 12,067 | $3.33M | 1.49% | −210−1.7% | Reduced |
| WealthTrust Axiom LLC | 12,103 | $3.34M | 1.07% | +7+0.1% | Added |
| Vestmark Advisory Solutions, Inc. | 12,157 | $3.36M | 0.19% | +364+3.1% | Added |
| IHT Wealth Management, LLC | 12,178 | $3.36M | 0.25% | +129+1.1% | Added |
| Plancorp, LLC | 12,201 | $3.37M | 0.21% | +162+1.3% | Added |
| King Wealth | 12,200 | $3.37M | 0.63% | +1,008+9.0% | Added |
| Signet Investment Advisory Group, Inc. | 12,295 | $3.40M | 1.93% | −163−1.3% | Reduced |
| Union Heritage Capital, LLC | 12,350 | $3.41M | 1.60% | 00.0% | Unchanged |
| HB Wealth Management, LLC | 12,376 | $3.42M | 0.07% | +12,376 | New |
| Connectus Wealth, LLC | 12,397 | $3.43M | 0.13% | +12,397 | New |
| Sofos Investments, Inc. | 6,900 | $3.44M | 0.27% | +6,900 | New |
| Marietta Wealth Management, LLC | 12,491 | $3.45M | 0.69% | +481+4.0% | Added |
| Aptus Capital Advisors, LLC | 12,498 | $3.45M | 0.12% | +1,544+14.1% | Added |
| Alerus Financial NA | 12,550 | $3.47M | 0.28% | −3,738−22.9% | Reduced |
| Fuller & Thaler Asset Management, Inc. | 12,639 | $3.49M | 0.02% | −1,800−12.5% | Reduced |
| Stableford Capital II LLC | 14,551 | $3.50M | 1.47% | +1,280+9.6% | Added |
| Enterprise Bank & Trust Co | 12,668 | $3.50M | 1.22% | −27−0.2% | Reduced |
| ARGI Investment Services, LLC | 12,762 | $3.52M | 0.10% | +382+3.1% | Added |
| American National Registered Investment Advisor, Inc. | 12,843 | $3.55M | 1.17% | −20.0% | Reduced |
| Rothschild Investment Corp | 12,847 | $3.55M | 0.28% | −922−6.7% | Reduced |
| Mastrapasqua Asset Management Inc | 12,909 | $3.57M | 0.35% | +769+6.3% | Added |
| Providence Wealth Advisors, LLC | 13,852 | $3.57M | 2.25% | −92−0.7% | Reduced |
| Harel Insurance Investments & Financial Services Ltd. | 13,000 | $3.60M | 0.07% | −463−3.4% | Reduced |
| Great Valley Advisor Group, Inc. | 13,233 | $3.60M | 0.22% | +133+1.0% | Added |
| Intrust Bank NA | 13,085 | $3.62M | 0.43% | −16−0.1% | Reduced |
| Supplemental Annuity Collective Trust of NJ | 13,100 | $3.62M | 1.11% | 00.0% | Unchanged |
| Leelyn Smith, LLC | 13,111 | $3.62M | 0.97% | −64−0.5% | Reduced |
| Wilbanks Smith & Thomas Asset Management LLC | 13,147 | $3.63M | 0.13% | −238−1.8% | Reduced |
| Gamble Jones Investment Counsel | 13,185 | $3.64M | 0.22% | −39−0.3% | Reduced |
| WBH Advisory Inc | 13,205 | $3.65M | 0.42% | −278−2.1% | Reduced |
| Wolff Financial Management LLC | 13,327 | $3.68M | 1.39% | +13,327 | New |
| Coldstream Capital Management Inc | 13,381 | $3.70M | 0.12% | +5,477+69.3% | Added |
| Paloma Partners Management Co | 13,400 | $3.70M | 0.12% | +13,400 | New |
| Perkins Capital Management Inc | 13,408 | $3.70M | 2.50% | −300−2.2% | Reduced |
| Essex Savings Bank | 13,424 | $3.71M | 1.26% | −10.0% | Reduced |
| Lavaca Capital LLC | 13,436 | $3.71M | 1.64% | −198−1.5% | Reduced |
| Glynn Capital Management LLC | 13,490 | $3.73M | 0.40% | 00.0% | Unchanged |
| Shepherd Financial Partners LLC | 13,555 | $3.74M | 0.65% | +6,400+89.4% | Added |