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 |
|---|---|---|---|---|---|
| Home Federal Bank of Tennessee | 18,806 | $5.20M | 1.72% | −1,126−5.6% | Reduced |
| Amica Mutual Insurance Co | 18,953 | $5.24M | 0.44% | 00.0% | Unchanged |
| Triasima Portfolio Management inc. | 19,035 | $5.26M | 0.25% | +1,575+9.0% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 19,083 | $5.27M | 0.49% | −1,551−7.5% | Reduced |
| Gamco Investors, Inc. Et Al | 19,140 | $5.29M | 0.05% | −125−0.6% | Reduced |
| Bell & Brown Wealth Advisors, LLC | 21,971 | $5.36M | 2.59% | −114−0.5% | Reduced |
| Centric Wealth Management | 19,436 | $5.37M | 1.78% | +152+0.8% | Added |
| Crescent Capital Consulting, LLC | 19,548 | $5.40M | 0.89% | +1,807+10.2% | Added |
| Beacon Pointe Advisors, LLC | 19,618 | $5.42M | 0.14% | −854−4.2% | Reduced |
| Vident Investment Advisory, LLC | 19,666 | $5.43M | 0.14% | +7,371+60.0% | Added |
| Dixon Hubard Feinour & Brown Inc | 19,783 | $5.46M | 0.53% | −90.0% | Reduced |
| OPSEU Pension Plan Trust Fund | 20,524 | $5.48M | 1.24% | +1,501+7.9% | Added |
| 6 Meridian | 19,840 | $5.48M | 0.40% | −612−3.0% | Reduced |
| Laird Norton Trust Company, LLC | 19,845 | $5.48M | 0.51% | −29−0.1% | Reduced |
| Boston Private Wealth LLC | 19,864 | $5.49M | 0.09% | −1,720−8.0% | Reduced |
| Finer Wealth Management, Inc. | 19,889 | $5.49M | 4.56% | +19,889 | New |
| CMH Wealth Management LLC | 19,957 | $5.51M | 1.66% | +253+1.3% | Added |
| PointState Capital LP | 20,000 | $5.52M | 0.17% | −20,000−50.0% | Reduced |
| LGT Fund Management Co Ltd. | 20,000 | $5.52M | 1.59% | +20,000 | New |
| Redpoint Investment Management Pty Ltd | 20,097 | $5.55M | 0.44% | −395−1.9% | Reduced |
| Hancock Whitney Corp | 20,131 | $5.56M | 0.17% | +150+0.8% | Added |
| Rice Partnership, LLC | 20,199 | $5.58M | 1.59% | −1,275−5.9% | Reduced |
| Ferguson Wellman Capital Management, Inc | 20,276 | $5.60M | 0.16% | −300−1.5% | Reduced |
| Cerity Partners LLC | 23,005 | $5.62M | 0.09% | +11,857+106.4% | Added |
| Signet Financial Management, LLC | 20,470 | $5.65M | 0.86% | +81+0.4% | Added |
| Signaturefd, LLC | 20,500 | $5.66M | 0.17% | +2,023+10.9% | Added |
| Greenleaf Trust | 20,590 | $5.69M | 0.07% | +1,332+6.9% | Added |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 20,902 | $5.77M | 2.54% | −561−2.6% | Reduced |
| Avitas Wealth Management LLC | 21,038 | $5.81M | 0.97% | +481+2.3% | Added |
| Roanoke Asset Management Corp | 21,120 | $5.83M | 1.93% | −464−2.1% | Reduced |
| Siemens Fonds Invest GmbH | 21,297 | $5.91M | 0.39% | +1,070+5.3% | Added |
| Gofen & Glossberg LLC | 21,421 | $5.92M | 0.13% | −591−2.7% | Reduced |
| Bremer Bank National Association | 21,492 | $5.94M | 0.98% | +2,873+15.4% | Added |
| Monetary Management Group Inc | 21,545 | $5.95M | 1.47% | +1,835+9.3% | Added |
| American National Insurance Co | 21,560 | $5.96M | 1.32% | −102,585−82.6% | Reduced |
| Laurel Wealth Advisors LLC | 21,563 | $5.96M | 1.25% | −210−1.0% | Reduced |
| HM Payson & Co | 21,595 | $5.96M | 0.13% | −388−1.8% | Reduced |
| Chicago Capital, LLC | 21,778 | $6.02M | 0.22% | −54−0.2% | Reduced |
| Birmingham Capital Management Co Inc | 21,850 | $6.04M | 2.18% | 00.0% | Unchanged |
| Silvant Capital Management LLC | 21,863 | $6.04M | 1.03% | −948−4.2% | Reduced |
| Profund Advisors LLC | 21,889 | $6.05M | 0.20% | +2,262+11.5% | Added |
| Cubist Systematic Strategies, LLC | 22,030 | $6.08M | 0.06% | −98,186−81.7% | Reduced |
| Wetherby Asset Management Inc | 22,129 | $6.11M | 0.35% | +293+1.3% | Added |
| Walleye Capital LLC | 22,167 | $6.12M | 0.20% | +22,167 | New |
| Bartlett & Co. Wealth Management LLC | 22,202 | $6.13M | 0.10% | +1,411+6.8% | Added |
| Bartlett & Co. LLC | 22,202 | $6.13M | 0.10% | +1,411+6.8% | Added |
| Sumitomo Life Insurance Co | 22,324 | $6.17M | 0.15% | −623−2.7% | Reduced |
| FineMark National Bank & Trust | 22,480 | $6.21M | 0.24% | −1,283−5.4% | Reduced |
| Squarepoint Ops LLC | 22,552 | $6.23M | 0.03% | +7,065+45.6% | Added |
| Jackson Square Capital, LLC | 22,668 | $6.26M | 1.80% | +492+2.2% | Added |
| HBK Sorce Advisory LLC | 22,666 | $6.26M | 0.32% | +1,072+5.0% | Added |
| Chesley Taft & Associates LLC | 22,735 | $6.28M | 0.32% | +65+0.3% | Added |
| Buckingham Capital Management, Inc. | 22,758 | $6.29M | 0.97% | −1,398−5.8% | Reduced |
| McGowan Group Asset Management, Inc. | 22,831 | $6.31M | 1.11% | +21+0.1% | Added |
| Essex Financial Services, Inc. | 23,190 | $6.41M | 0.63% | −849−3.5% | Reduced |
| Handelsinvest Investeringsforvaltning | 23,340 | $6.45M | 0.65% | 00.0% | Unchanged |
| Budros, Ruhlin & Roe, Inc. | 23,389 | $6.46M | 0.70% | −305−1.3% | Reduced |
| Focus Financial Network, Inc. | 23,467 | $6.48M | 0.95% | +1,754+8.1% | Added |
| National Asset Management, Inc. | 23,500 | $6.49M | 0.19% | +405+1.8% | Added |
| Palisade Asset Management, LLC | 23,533 | $6.50M | 0.73% | −350−1.5% | Reduced |
| Harbour Capital Advisors, LLC | 23,645 | $6.53M | 1.61% | +206+0.9% | Added |
| Morris Capital Advisors, LLC | 23,660 | $6.54M | 4.80% | −350−1.5% | Reduced |
| Caldwell Trust Co | 23,673 | $6.54M | 0.75% | −627−2.6% | Reduced |
| Ossiam | 23,784 | $6.57M | 0.17% | +1,259+5.6% | Added |
| Moors & Cabot, Inc. | 23,855 | $6.59M | 0.41% | +3,306+16.1% | Added |
| PKO Investment Management Joint-Stock Co | 23,977 | $6.62M | 0.75% | −10,098−29.6% | Reduced |
| Cutler Group LP | 24,170 | $6.68M | 0.46% | +23,696+4,999.2% | Added |
| Timber Creek Capital Management LLC | 24,215 | $6.69M | 1.99% | −45−0.2% | Reduced |
| Pallas Capital Advisors LLC | 27,557 | $6.70M | 0.82% | +2,012+7.9% | Added |
| American Financial Advisors, LLC | 24,336 | $6.72M | 0.85% | +43+0.2% | Added |
| Jefferies Group LLC | 24,356 | $6.73M | 0.13% | +12,806+110.9% | Added |
| Johnson Investment Counsel Inc | 24,356 | $6.73M | 0.08% | +76+0.3% | Added |
| Eagle Asset Management Inc | 24,483 | $6.79M | 0.03% | −156−0.6% | Reduced |
| Cacti Asset Management LLC | 24,630 | $6.80M | 0.54% | +23,630+2,363.0% | Added |
| KCM Investment Advisors LLC | 24,670 | $6.81M | 0.24% | −209−0.8% | Reduced |
| Busey Wealth Management | 24,679 | $6.82M | 0.26% | −2,425−8.9% | Reduced |
| JustInvest LLC | 24,800 | $6.85M | 0.40% | +8,569+52.8% | Added |
| Bryn Mawr Trust Co | 24,939 | $6.89M | 0.25% | −160−0.6% | Reduced |
| Toroso Investments, LLC | 24,975 | $6.90M | 0.21% | +11,513+85.5% | Added |
| Sound View Wealth Advisors Group, LLC | 25,061 | $6.92M | 1.31% | +146+0.6% | Added |
| Fusion Capital, LLC | 25,064 | $6.92M | 3.52% | +908+3.8% | Added |
| Veritable, L.P. | 25,180 | $6.96M | 0.10% | +62+0.2% | Added |
| Stratos Wealth Partners, LTD. | 25,247 | $6.97M | 0.15% | +2,837+12.7% | Added |
| King Luther Capital Management Corp | 25,387 | $7.01M | 0.03% | +849+3.5% | Added |
| Meeder Asset Management Inc | 25,402 | $7.02M | 0.71% | −9,494−27.2% | Reduced |
| Brookstone Capital Management | 27,288 | $7.08M | 0.12% | −864−3.1% | Reduced |
| Ethic Inc. | 25,643 | $7.08M | 0.55% | +13,533+111.8% | Added |
| Logan Capital Management Inc | 25,782 | $7.12M | 0.31% | +200+0.8% | Added |
| Trust Co of Toledo NA | 25,843 | $7.14M | 1.07% | −240−0.9% | Reduced |
| London Co of Virginia | 26,180 | $7.23M | 0.04% | −682−2.5% | Reduced |
| NJ State Employees Deferred Compensation Plan | 26,260 | $7.25M | 0.91% | 00.0% | Unchanged |
| DuPont Capital Management Corp | 26,698 | $7.38M | 0.26% | +16,025+150.1% | Added |
| Kovitz Investment Group Partners, LLC | 43,769 | $7.39M | 0.17% | −8,711−16.6% | Reduced |
| Richard Bernstein Advisors LLC | 27,352 | $7.56M | 0.15% | 00.0% | Unchanged |
| Sivik Global Healthcare LLC | 27,500 | $7.60M | 3.25% | −7,500−21.4% | Reduced |
| Column Capital Advisors, LLC | 27,529 | $7.60M | 1.47% | +1,404+5.4% | Added |
| Argyle Capital Management Inc. | 27,573 | $7.62M | 2.38% | −566−2.0% | Reduced |
| ExodusPoint Capital Management, LP | 27,582 | $7.62M | 0.09% | +16,694+153.3% | Added |
| Salomon & Ludwin, LLC | 27,647 | $7.64M | 1.08% | +24,860+892.0% | Added |
| Cypress Asset Management Inc | 27,811 | $7.68M | 1.83% | −464−1.6% | Reduced |