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 |
|---|---|---|---|---|---|
| Stephens Inc | 27,923 | $7.71M | 0.12% | −167−0.6% | Reduced |
| Covington Investment Advisors Inc. | 27,986 | $7.73M | 1.57% | 00.0% | Unchanged |
| Avantax Advisory Services, Inc. | 28,069 | $7.75M | 0.12% | −188−0.7% | Reduced |
| Gouws Capital LLC | 28,322 | $7.82M | 6.32% | +28,322 | New |
| Mirova | 28,332 | $7.83M | 0.94% | −2,756−8.9% | Reduced |
| North Star Asset Management Inc | 28,366 | $7.84M | 0.39% | +644+2.3% | Added |
| Davenport & Co LLC | 28,457 | $7.86M | 0.05% | −130.0% | Reduced |
| Gradient Investments LLC | 28,674 | $7.92M | 0.20% | −1,330−4.4% | Reduced |
| Jacobs & Co | 28,811 | $7.96M | 0.83% | −755−2.6% | Reduced |
| Crossvault Capital Management LLC | 29,068 | $8.03M | 2.41% | +2,401+9.0% | Added |
| First Nebraska Trust Co | 29,069 | $8.03M | 0.97% | −705−2.4% | Reduced |
| Parsons Capital Management Inc | 29,076 | $8.03M | 0.58% | −23−0.1% | Reduced |
| Brinker Capital Investments, LLC | 29,399 | $8.12M | 0.12% | +5,309+22.0% | Added |
| Sectoral Asset Management Inc | 29,465 | $8.14M | 1.22% | −11,250−27.6% | Reduced |
| First National Trust Co | 29,508 | $8.15M | 0.43% | −1,148−3.7% | Reduced |
| JLB & Associates Inc | 29,644 | $8.19M | 1.16% | −1,235−4.0% | Reduced |
| Lido Advisors, LLC | 29,853 | $8.22M | 0.16% | −3,854−11.4% | Reduced |
| Desjardins Global Asset Management Inc. | 29,755 | $8.22M | 0.70% | +29,755 | New |
| Capital Investment Advisors, LLC | 29,790 | $8.23M | 0.25% | +131+0.4% | Added |
| Flputnam Investment Management Co | 30,086 | $8.31M | 0.25% | +11,461+61.5% | Added |
| Rafferty Asset Management, LLC | 30,236 | $8.35M | 0.04% | +1,722+6.0% | Added |
| Huber Capital Management LLC | 30,337 | $8.38M | 2.20% | −5,322−14.9% | Reduced |
| James Investment Research Inc | 30,375 | $8.39M | 0.77% | −433−1.4% | Reduced |
| Regentatlantic Capital LLC | 30,418 | $8.40M | 0.23% | +776+2.6% | Added |
| Crestwood Advisors Group LLC | 30,740 | $8.49M | 0.22% | −610−1.9% | Reduced |
| Walter & Keenan Financial Consulting Co | 31,521 | $8.71M | 2.83% | −2,145−6.4% | Reduced |
| Savant Capital, LLC | 31,644 | $8.74M | 0.28% | +323+1.0% | Added |
| Fayez Sarofim & Co | 31,722 | $8.76M | 0.03% | +2,301+7.8% | Added |
| SkyOak Wealth, LLC | 31,759 | $8.77M | 2.23% | −1,347−4.1% | Reduced |
| Schmidt P J Investment Management Inc | 35,798 | $8.79M | 1.75% | −380−1.1% | Reduced |
| M&G Investment Management Ltd | 32,114 | $8.86M | 0.06% | −122,998−79.3% | Reduced |
| Weiss Multi-Strategy Advisers LLC | 32,335 | $8.93M | 0.21% | +7,335+29.3% | Added |
| Susquehanna Fundamental Investments, LLC | 32,380 | $8.94M | 0.23% | −200−0.6% | Reduced |
| Raymond James Trust N.A. | 32,435 | $8.96M | 0.27% | −5,026−13.4% | Reduced |
| Independent Advisor Alliance | 32,982 | $9.11M | 0.45% | +821+2.6% | Added |
| Rowland & Co Investment Counsel | 33,021 | $9.12M | 2.04% | −5,243−13.7% | Reduced |
| AE Wealth Management LLC | 33,072 | $9.13M | 0.06% | +5,896+21.7% | Added |
| First Midwest Bank Trust Division | 33,094 | $9.14M | 1.18% | +97+0.3% | Added |
| Atria Investments LLC | 33,612 | $9.28M | 0.17% | −1,114−3.2% | Reduced |
| Spinnaker Trust | 33,829 | $9.34M | 0.60% | −2,722−7.4% | Reduced |
| Quadrature Capital Ltd | 33,903 | $9.36M | 0.49% | +5,532+19.5% | Added |
| Ameritas Investment Partners, Inc. | 34,148 | $9.43M | 0.32% | −623−1.8% | Reduced |
| Capital International Ltd | 34,392 | $9.50M | 0.48% | +6,355+22.7% | Added |
| Walleye Trading LLC | 34,498 | $9.53M | 0.15% | +30,718+812.6% | Added |
| Freestone Capital Holdings, LLC | 34,585 | $9.55M | 0.40% | +1,360+4.1% | Added |
| Northeast Financial Consultants Inc | 34,634 | $9.57M | 0.58% | 00.0% | Unchanged |
| Ziegler Capital Management, LLC | 34,669 | $9.58M | 0.34% | −1,506−4.2% | Reduced |
| Cetera Advisor Networks LLC | 35,438 | $9.79M | 0.12% | +527+1.5% | Added |
| Steward Partners Investment Advisory, LLC | 35,495 | $9.80M | 0.15% | +850+2.5% | Added |
| Bessemer Group Inc | 35,825 | $9.90M | 0.02% | +8,448+30.9% | Added |
| City Holding Co | 39,772 | $9.94M | 1.66% | +237+0.6% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 36,046 | $9.96M | 0.62% | −9,387−20.7% | Reduced |
| Core Alternative Capital | 40,410 | $9.98M | 2.01% | −1,033−2.5% | Reduced |
| O'Shaughnessy Asset Management, LLC | 36,142 | $9.98M | 0.18% | +4,732+15.1% | Added |
| Meyer Handelman Co | 36,408 | $10.1M | 0.37% | −200−0.5% | Reduced |
| Wesbanco Bank Inc | 36,631 | $10.1M | 0.36% | −1,094−2.9% | Reduced |
| Northwest & Ethical Investments L.P. | 36,824 | $10.2M | 0.30% | −2,379−6.1% | Reduced |
| Trexquant Investment LP | 37,018 | $10.2M | 0.63% | +8,244+28.7% | Added |
| Moody National Bank Trust Division | 37,087 | $10.2M | 0.31% | −91,537−71.2% | Reduced |
| Chronos Wealth Management, LLC | 37,103 | $10.2M | 6.21% | −225−0.6% | Reduced |
| Sustainable Insight Capital Management, LLC | 37,620 | $10.4M | 5.58% | +36,221+2,589.1% | Added |
| Socorro Asset Management LP | 37,853 | $10.5M | 2.98% | −9,126−19.4% | Reduced |
| D.A. Davidson & Co. | 37,867 | $10.5M | 0.11% | +4,664+14.0% | Added |
| Brookfield Asset Management Inc. | 37,892 | $10.5M | 0.04% | +19,318+104.0% | Added |
| LVM Capital Management Ltd | 38,346 | $10.6M | 1.41% | −500−1.3% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 39,325 | $10.9M | 0.21% | −475−1.2% | Reduced |
| Fred Alger Management, LLC | 39,425 | $10.9M | 0.03% | −65,680−62.5% | Reduced |
| E. Ohman J:or Asset Management AB | 39,800 | $11.0M | 0.32% | +39,800 | New |
| Impax Asset Management Group plc | 39,812 | $11.0M | 0.04% | −1,463−3.5% | Reduced |
| Cardinal Capital Management | 40,044 | $11.1M | 2.19% | −577−1.4% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 40,129 | $11.1M | 0.54% | −93−0.2% | Reduced |
| Advisory Services Network, LLC | 40,183 | $11.1M | 0.32% | +4,050+11.2% | Added |
| Wendell David Associates Inc | 40,246 | $11.1M | 1.12% | −120−0.3% | Reduced |
| Tompkins Financial Corp | 40,663 | $11.2M | 1.99% | −749−1.8% | Reduced |
| Tdam USA Inc. | 41,162 | $11.4M | 0.71% | +31,523+327.0% | Added |
| Greenwood Capital Associates LLC | 41,282 | $11.4M | 1.61% | −502−1.2% | Reduced |
| Donaldson Capital Management, LLC | 41,473 | $11.5M | 0.50% | −453−1.1% | Reduced |
| Montag A & Associates Inc | 41,481 | $11.5M | 0.57% | +14,320+52.7% | Added |
| NTV Asset Management LLC | 41,506 | $11.5M | 1.90% | −346−0.8% | Reduced |
| Central Trust Co | 41,682 | $11.5M | 0.32% | −90.0% | Reduced |
| First Quadrant L P | 41,897 | $11.6M | 1.24% | 00.0% | Unchanged |
| Roosevelt Investment Group LLC | 42,114 | $11.6M | 0.64% | 00.0% | Unchanged |
| Erste Asset Management GmbH | 41,910 | $11.7M | 0.21% | +6,243+17.5% | Added |
| Scotia Capital Inc. | 42,311 | $11.7M | 0.08% | −2,780−6.2% | Reduced |
| Dakota Wealth Management | 42,381 | $11.7M | 1.24% | +12,461+41.6% | Added |
| Banque Cantonale Vaudoise | 42,397 | $11.7M | 0.46% | +11,380+36.7% | Added |
| Advisor Partners LLC | 42,455 | $11.7M | 0.71% | +665+1.6% | Added |
| Kiwi Wealth Investments Limited Partnership | 42,841 | $11.8M | 0.56% | −19,193−30.9% | Reduced |
| Corient Capital Partners, LLC | 42,963 | $11.9M | 0.79% | −173−0.4% | Reduced |
| New England Asset Management Inc | 43,014 | $11.9M | 0.18% | +3,650+9.3% | Added |
| Dorsey & Whitney Trust CO LLC | 43,210 | $11.9M | 1.00% | +46+0.1% | Added |
| Kentucky Retirement Systems | 43,579 | $12.0M | 0.49% | −2,585−5.6% | Reduced |
| People's United Financial, Inc. | 43,683 | $12.1M | 0.29% | −12,889−22.8% | Reduced |
| Connors Investor Services Inc | 43,703 | $12.1M | 1.18% | +12,610+40.6% | Added |
| TSP Capital Management Group, LLC | – | $12.1M | 4.05% | – | – |
| Alphinity Investment Management Pty Ltd | 44,518 | $12.3M | 0.28% | +11,750+35.9% | Added |
| Wolverine Trading, LLC | 44,411 | $12.3M | 0.17% | +10,147+29.6% | Added |
| Rockland Trust Co | 44,684 | $12.3M | 0.79% | −927−2.0% | Reduced |
| First American Trust, FSB | 44,750 | $12.4M | 1.69% | +629+1.4% | Added |
| Hutchens & Kramer Investment Management Group, LLC | 43,376 | $12.4M | 7.81% | +43,376 | New |