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 $942.7B 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
- +285 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
- 89
- 686 more reduced
33 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 | $942.7B |
| Q1 2026 | 4,391 | $712.9B |
| Q4 2025 | 4,452 | $843.2B |
| Q3 2025 | 3,904 | $583.5B |
| Q2 2025 | 3,914 | $610.1B |
| Q1 2025 | 3,928 | $688.4B |
| Q4 2024 | 3,913 | $602.9B |
| Q3 2024 | 3,666 | $687.4B |
| Q2 2024 | 3,571 | $707.0B |
| Q1 2024 | 3,465 | $607.2B |
| Q4 2023 | 3,276 | $457.2B |
| Q3 2023 | 2,978 | $421.9B |
| Q2 2023 | 2,818 | $366.7B |
| Q1 2023 | 2,619 | $269.7B |
| Q4 2022 | 2,672 | $288.4B |
| Q3 2022 | 2,489 | $256.1B |
| Q2 2022 | 2,450 | $255.6B |
| Q1 2022 | 2,349 | $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 |
|---|---|---|---|---|---|
| Resource Management, LLC | 13,595 | $3.75M | 0.39% | +304+2.3% | Added |
| Pensionfund DSM Netherlands | 13,600 | $3.76M | 0.43% | 00.0% | Unchanged |
| Transcend Wealth Collective, LLC | 13,657 | $3.77M | 0.33% | +318+2.4% | Added |
| Balasa Dinverno & Foltz LLC | 13,785 | $3.81M | 0.25% | −799−5.5% | Reduced |
| Money Concepts Capital Corp | 13,785 | $3.81M | 0.32% | +13,785 | New |
| Segall Bryant & Hamill, LLC | 13,801 | $3.81M | 0.04% | −250−1.8% | Reduced |
| Indiana Trust & Investment Management CO | 13,830 | $3.82M | 1.76% | −105−0.8% | Reduced |
| Cornerstone Wealth Group, LLC | 13,934 | $3.85M | 0.66% | +13,934 | New |
| Empirical Finance, LLC | 13,958 | $3.85M | 0.46% | +3,624+35.1% | Added |
| Kingsview Wealth Management, LLC | 14,030 | $3.88M | 0.16% | +597+4.4% | Added |
| Hodges Capital Management Inc. | 14,035 | $3.88M | 0.28% | +2,040+17.0% | Added |
| Naples Global Advisors, LLC | 14,038 | $3.88M | 0.45% | −105−0.7% | Reduced |
| Nicholas Hoffman & Company, LLC. | 14,062 | $3.88M | 0.12% | +24+0.2% | Added |
| Bank Ozk | 14,106 | $3.90M | 1.59% | −149−1.0% | Reduced |
| IBM Retirement Fund | 14,116 | $3.90M | 0.48% | −9,841−41.1% | Reduced |
| Grace Capital | 14,118 | $3.90M | 2.32% | +200+1.4% | Added |
| Chartwell Investment Partners, LLC | 14,134 | $3.90M | 0.11% | +101+0.7% | Added |
| Williams Jones Wealth Management, LLC. | 14,216 | $3.93M | 0.05% | +69+0.5% | Added |
| Hyman Charles D | 14,235 | $3.93M | 0.25% | +2,900+25.6% | Added |
| Sawtooth Solutions, LLC | 14,254 | $3.94M | 0.44% | +8,182+134.7% | Added |
| Fernwood Investment Management, LLC | 14,268 | $3.94M | 1.29% | +25+0.2% | Added |
| Patton Fund Management, Inc. | 14,351 | $3.96M | 1.20% | +14,351 | New |
| Cohen Investment Advisors LLC | 14,369 | $3.97M | 2.83% | −312−2.1% | Reduced |
| China Universal Asset Management Co., Ltd. | 14,472 | $4.00M | 0.95% | +14,472 | New |
| Magnetar Financial LLC | 14,610 | $4.04M | 0.04% | −41,059−73.8% | Reduced |
| Harvey Investment Co LLC | 14,655 | $4.05M | 0.47% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 14,667 | $4.05M | 0.04% | −189−1.3% | Reduced |
| Strategic Capital Advisers, Inc. | 14,705 | $4.06M | 2.91% | +26+0.2% | Added |
| Ingalls & Snyder LLC | 14,719 | $4.07M | 0.19% | −455−3.0% | Reduced |
| Fi3 FINANCIAL ADVISORS, LLC | 14,739 | $4.07M | 2.66% | +175+1.2% | Added |
| Choate Investment Advisors | 14,779 | $4.08M | 0.24% | −80−0.5% | Reduced |
| TD Private Client Wealth LLC | 14,797 | $4.09M | 0.17% | +9,876+200.7% | Added |
| Summit Financial Group Inc | 14,825 | $4.09M | 1.33% | 00.0% | Unchanged |
| GYL Financial Synergies, LLC | 14,838 | $4.10M | 1.11% | +12,674+585.7% | Added |
| Geneos Wealth Management Inc. | 14,895 | $4.11M | 0.16% | −1,282−7.9% | Reduced |
| Institutional & Family Asset Management, LLC | 14,906 | $4.12M | 0.64% | −1,677−10.1% | Reduced |
| Hartford Financial Management Inc. | 14,903 | $4.12M | 0.96% | 00.0% | Unchanged |
| Buckingham Strategic Wealth, LLC | 14,924 | $4.12M | 0.08% | +64+0.4% | Added |
| Point72 Hong Kong Ltd | 14,931 | $4.12M | 0.35% | +14,931 | New |
| NEIRG Wealth Management, LLC | 14,938 | $4.13M | 0.79% | +14,938 | New |
| Anchor Investment Management, LLC | 15,006 | $4.14M | 0.51% | +158+1.1% | Added |
| Eastern Bank | 15,083 | $4.17M | 0.18% | −270−1.8% | Reduced |
| Maryland Capital Management | 15,137 | $4.18M | 0.23% | −1,034−6.4% | Reduced |
| Everence Capital Management Inc | 15,140 | $4.18M | 0.31% | −6,420−29.8% | Reduced |
| Virtu Financial LLC | 15,139 | $4.18M | 0.43% | +12,394+451.5% | Added |
| Park National Corp | 15,149 | $4.18M | 0.16% | −614−3.9% | Reduced |
| Morse Asset Management, Inc | 15,150 | $4.18M | 0.93% | +11,150+278.8% | Added |
| B. Riley Wealth Management, Inc. | 15,225 | $4.21M | 0.29% | +373+2.5% | Added |
| Spire Wealth Management | 15,446 | $4.28M | 0.09% | +6,961+82.0% | Added |
| Osterweis Capital Management Inc | 15,616 | $4.31M | 0.22% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 15,622 | $4.32M | 0.16% | +653+4.4% | Added |
| Chilton Capital Management LLC | 15,632 | $4.32M | 0.22% | 00.0% | Unchanged |
| Cetera Advisors LLC | 15,704 | $4.34M | 0.09% | −1,004−6.0% | Reduced |
| Oak Harvest Investment Services | 15,747 | $4.35M | 1.08% | +3,776+31.5% | Added |
| Fiera Capital Corp | 15,781 | $4.36M | 0.01% | +37+0.2% | Added |
| RNC Capital Management LLC | 15,809 | $4.37M | 0.22% | −10.0% | Reduced |
| Burleson & Company, LLC | 15,814 | $4.37M | 0.64% | −1,099−6.5% | Reduced |
| Wellington Shields & Co., LLC | 15,821 | $4.37M | 0.87% | +12+0.1% | Added |
| IndexIQ Advisors LLC | 15,840 | $4.38M | 0.15% | −278−1.7% | Reduced |
| Ieq Capital, LLC | 15,884 | $4.39M | 0.10% | +1,370+9.4% | Added |
| Brown Brothers Harriman & Co | 15,945 | $4.40M | 0.02% | +695+4.6% | Added |
| Jacobi Capital Management LLC | 16,093 | $4.45M | 0.53% | +195+1.2% | Added |
| Gifford Fong Associates | 16,100 | $4.45M | 0.78% | 00.0% | Unchanged |
| Miracle Mile Advisors, LLC | 16,228 | $4.48M | 0.17% | +101+0.6% | Added |
| Atlantic Union Bankshares Corp | 16,247 | $4.49M | 0.38% | −1,019−5.9% | Reduced |
| Murphy Capital Management Inc | 16,277 | $4.50M | 0.48% | −532−3.2% | Reduced |
| Tower View Investment Management & Research LLC | 16,318 | $4.51M | 2.30% | +180+1.1% | Added |
| Rossmore Private Capital | 16,349 | $4.52M | 0.71% | +65+0.4% | Added |
| Journey Advisory Group, LLC | 16,351 | $4.52M | 1.25% | +499+3.1% | Added |
| American Portfolios Advisors | 16,421 | $4.54M | 0.15% | +1,659+11.2% | Added |
| AAFMAA Wealth Management & Trust LLC | 16,463 | $4.55M | 1.98% | +446+2.8% | Added |
| Associated Banc-Corp | 16,487 | $4.55M | 0.17% | +405+2.5% | Added |
| Bradley Foster & Sargent Inc | 16,566 | $4.58M | 0.09% | +625+3.9% | Added |
| Stanley-Laman Group, Ltd. | 16,652 | $4.60M | 0.54% | +1,422+9.3% | Added |
| Occudo Quantitative Strategies LP | 16,680 | $4.61M | 0.41% | −1,503−8.3% | Reduced |
| Integrated Advisors Network LLC | 16,786 | $4.64M | 0.27% | +375+2.3% | Added |
| Waycross Partners, LLC | 16,839 | $4.65M | 2.66% | +2,739+19.4% | Added |
| Sigma Planning Corp | 16,879 | $4.66M | 0.13% | +1,829+12.2% | Added |
| Icon Wealth Partners, LLC | 16,904 | $4.67M | 0.47% | −69−0.4% | Reduced |
| SeaCrest Wealth Management, LLC | 16,975 | $4.69M | 0.51% | +42+0.2% | Added |
| Clearstead Advisors, LLC | 17,031 | $4.70M | 0.32% | −576−3.3% | Reduced |
| Greylin Investment Mangement Inc | 17,160 | $4.74M | 0.89% | 00.0% | Unchanged |
| Integrated Wealth Concepts LLC | 17,255 | $4.77M | 0.14% | +1,613+10.3% | Added |
| Fortem Financial Group, LLC | 17,360 | $4.79M | 2.19% | +433+2.6% | Added |
| Northside Capital Management, LLC | 17,466 | $4.82M | 1.28% | 00.0% | Unchanged |
| Twin Capital Management Inc | 17,557 | $4.85M | 0.49% | +2,432+16.1% | Added |
| Peoples Financial Services Corp. | 17,581 | $4.86M | 1.89% | +740+4.4% | Added |
| Bath Savings Trust Co | 17,674 | $4.88M | 0.51% | −25−0.1% | Reduced |
| First National Bank of Mount Dora, Trust Investment Services | 17,826 | $4.92M | 1.45% | +148+0.8% | Added |
| Trust Investment Advisors | 17,948 | $4.96M | 3.91% | +89+0.5% | Added |
| Prudential PLC | 18,072 | $4.99M | 0.07% | +6,801+60.3% | Added |
| Prime Capital Investment Advisors, LLC | 18,143 | $5.01M | 0.27% | +8,733+92.8% | Added |
| Cigna Investments Inc | 18,356 | $5.07M | 0.40% | −6,412−25.9% | Reduced |
| Hunter Associates Investment Management LLC | 18,428 | $5.09M | 1.46% | −1,728−8.6% | Reduced |
| South State Corp. | 18,496 | $5.11M | 0.40% | +521+2.9% | Added |
| Argent Trust Co | 18,570 | $5.13M | 0.30% | +447+2.5% | Added |
| Kestra Private Wealth Services, LLC | 18,650 | $5.15M | 0.25% | +329+1.8% | Added |
| Horizon Investments, LLC | 18,737 | $5.15M | 0.15% | +1,498+8.7% | Added |
| Bradley Mark J. | 18,770 | $5.18M | 3.39% | −670−3.4% | Reduced |
| SJS Investment Consulting Inc. | 18,783 | $5.19M | 1.56% | +18,783 | New |