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; 4,643 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
- +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 | 4,643 | $942.7B |
| 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 |
|---|---|---|---|---|---|
| Pflug Koory, LLC | 296 | $82.0K | 0.04% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 299 | $83.0K | 0.01% | 00.0% | Unchanged |
| Moser Wealth Advisors, LLC | 300 | $83.0K | 0.05% | 00.0% | Unchanged |
| Arlington Partners LLC | 299 | $83.0K | 0.02% | +299 | New |
| Knott David M Jr | 300 | $83.0K | 0.03% | +300 | New |
| Ahl Investment Management, Inc. | 300 | $83.0K | 0.08% | +300 | New |
| United Community Bank | 302 | $83.4K | 0.08% | +302 | New |
| Itau Unibanco Holding S.A. | 314 | $87.0K | 0.00% | −10−3.1% | Reduced |
| Ritter Daniher Financial Advisory, LLC | 317 | $88.0K | 0.06% | 00.0% | Unchanged |
| Cassady Schiller Wealth Management, LLC | 320 | $88.0K | 0.05% | +320 | New |
| Accel Wealth Management | 321 | $89.0K | 0.04% | 00.0% | Unchanged |
| Twin Lakes Capital Management, LLC | 325 | $90.0K | 0.05% | 00.0% | Unchanged |
| Sierra Capital LLC | 327 | $90.0K | 0.01% | +80+32.4% | Added |
| Syverson Strege & Co | 330 | $91.0K | 0.07% | −120−26.7% | Reduced |
| Hillsdale Investment Management Inc. | 340 | $94.0K | 0.01% | 00.0% | Unchanged |
| Truvestments Capital LLC | 343 | $95.0K | 0.05% | 00.0% | Unchanged |
| Kempen Capital Management N.V. | 347 | $96.0K | 0.00% | −46−11.7% | Reduced |
| Simon Quick Advisors, LLC | 346 | $96.0K | 0.03% | +68+24.5% | Added |
| Level Financial Advisors, Inc. | 358 | $99.0K | 0.08% | +358 | New |
| West Bancorporation Inc | 371 | $102.0K | 0.08% | +371 | New |
| Tortoise Investment Management, LLC | 374 | $103.0K | 0.02% | +99+36.0% | Added |
| Ten Capital Wealth Advisors, LLC | 389 | $107.0K | 0.04% | +45+13.1% | Added |
| Surevest, LLC | 388 | $107.0K | 0.03% | +388 | New |
| Cornerstone Management, Inc. | 397 | $109.7K | 0.03% | +397 | New |
| Bellevue Asset Management, LLC | 400 | $110.0K | 0.06% | 00.0% | Unchanged |
| Resources Management Corp | 400 | $110.0K | 0.01% | 00.0% | Unchanged |
| Earnest Partners LLC | 398 | $110.0K | 0.00% | 00.0% | Unchanged |
| Missouri Trust & Investment Co | 400 | $110.0K | 0.06% | +400 | New |
| Cascade Investment Advisors, Inc. | 400 | $110.5K | 0.06% | 00.0% | Unchanged |
| PFS Partners, LLC | 400 | $110.5K | 0.08% | +400 | New |
| First Personal Financial Services | 403 | $111.0K | 0.02% | −978−70.8% | Reduced |
| PFG Private Wealth Management, LLC | 406 | $112.0K | 0.06% | −26−6.0% | Reduced |
| Annapolis Financial Services, LLC | 404 | $112.0K | 0.03% | 00.0% | Unchanged |
| Clearview Wealth Advisors LLC | 405 | $112.0K | 0.07% | +19+4.9% | Added |
| Seldon Capital LP | 404 | $112.0K | 0.07% | +404 | New |
| O'Dell Group, LLC | 424 | $117.0K | 0.03% | 00.0% | Unchanged |
| Tevis Investment Management | 425 | $117.0K | 0.10% | +425 | New |
| Giverny Capital Inc.SuperinvestorGiverny Capital | 432 | $119.0K | 0.01% | 00.0% | Unchanged |
| Rockbridge Investment Management, LCC | 431 | $119.0K | 0.02% | 00.0% | Unchanged |
| Rocky Mountain Advisers, LLC | 434 | $120.0K | 0.14% | 00.0% | Unchanged |
| Covestor Ltd | 437 | $121.0K | 0.17% | +437 | New |
| Financial Avengers, Inc. | 442 | $122.0K | 0.07% | +107+31.9% | Added |
| First PREMIER Bank | 445 | $123.0K | 0.03% | 00.0% | Unchanged |
| McClarren Financial Advisors, Inc. | 445 | $123.0K | 0.08% | +3+0.7% | Added |
| Atwood & Palmer Inc | 450 | $124.0K | 0.01% | +10+2.3% | Added |
| Ford Financial Group, LLC | 450 | $124.0K | 0.04% | +450 | New |
| Perkins Coie Trust Co | 454 | $125.0K | 0.04% | 00.0% | Unchanged |
| Stuart Chaussee & Associates, Inc. | 455 | $126.0K | 0.05% | +55+13.8% | Added |
| Baystate Wealth Management LLC | 460 | $127.0K | 0.01% | −5−1.1% | Reduced |
| JJJ Advisors Inc. | 461 | $127.0K | 0.04% | +11+2.4% | Added |
| Versant Capital Management, Inc | 471 | $130.0K | 0.04% | 00.0% | Unchanged |
| CarsonAllaria Wealth Management, Ltd. | 490 | $135.0K | 0.12% | +490 | New |
| Arcadia Investment Management Corp | 500 | $138.0K | 0.02% | 00.0% | Unchanged |
| PrairieView Partners, LLC | 500 | $138.0K | 0.02% | 00.0% | Unchanged |
| Mine & Arao Wealth Creation & Management, LLC. | 500 | $138.0K | 0.08% | 00.0% | Unchanged |
| Equitec Proprietary Markets, LLC | 500 | $138.0K | 0.07% | +500 | New |
| Operose Advisors LLC | 500 | $138.0K | 0.11% | +500 | New |
| Wolff Wiese Magana LLC | 503 | $139.0K | 0.09% | −1−0.2% | Reduced |
| IAG Wealth Partners, LLC | 506 | $140.0K | 0.04% | −53−9.5% | Reduced |
| Altshuler Shaham Ltd | 31,781 | $140.0K | 0.00% | +70.0% | Added |
| GPS Wealth Strategies Group, LLC | 517 | $143.0K | 0.03% | −147−22.1% | Reduced |
| Sittner & Nelson, LLC | 525 | $145.0K | 0.08% | 00.0% | Unchanged |
| Freedman Financial Associates, Inc. | 525 | $145.0K | 0.10% | 00.0% | Unchanged |
| Blue Bell Private Wealth Management, LLC | 538 | $149.0K | 0.04% | +538 | New |
| Westside Investment Management, Inc. | 550 | $151.0K | 0.00% | 00.0% | Unchanged |
| WD Rutherford LLC | 570 | $157.0K | 0.08% | 00.0% | Unchanged |
| Highlander Capital Management, LLC | 567 | $157.0K | 0.07% | +260+84.7% | Added |
| Tradition Wealth Management, LLC | 574 | $159.0K | 0.02% | 00.0% | Unchanged |
| Pittenger & Anderson Inc | 580 | $160.0K | 0.01% | +550+1,833.3% | Added |
| Prestige Wealth Management Group LLC | 585 | $162.0K | 0.04% | −59−9.2% | Reduced |
| CNB Bank | 585 | $162.0K | 0.09% | 00.0% | Unchanged |
| Crewe Advisors LLC | 590 | $163.0K | 0.03% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 597 | $165.0K | 0.03% | +54+9.9% | Added |
| Global Wealth Management Investment Advisory, Inc. | 600 | $166.0K | 0.05% | 00.0% | Unchanged |
| Gemmer Asset Management LLC | 605 | $167.0K | 0.02% | 00.0% | Unchanged |
| Aspire Private Capital, LLC | 615 | $170.0K | 0.05% | +13+2.2% | Added |
| CKW Financial Group | 602 | $170.0K | 0.03% | +2+0.3% | Added |
| Princeton Global Asset Management LLC | 625 | $173.0K | 0.05% | 00.0% | Unchanged |
| JNBA Financial Advisors | 628 | $173.0K | 0.02% | +88+16.3% | Added |
| Key Financial Inc | 630 | $174.0K | 0.09% | −100−13.7% | Reduced |
| Aua Capital Management, LLC | 630 | $174.0K | 0.10% | 00.0% | Unchanged |
| Thomas J. Herzfeld Advisors, Inc. | 642 | $177.0K | 0.06% | 00.0% | Unchanged |
| Howe & Rusling Inc | 644 | $178.0K | 0.02% | 00.0% | Unchanged |
| Patriot Financial Group Insurance Agency, LLC | 649 | $179.0K | 0.03% | +3+0.5% | Added |
| Amplius Wealth Advisors, LLC | 654 | $180.0K | 0.02% | +654 | New |
| Kelly Financial Services LLC | 654 | $180.7K | 0.08% | −6−0.9% | Reduced |
| TSFG, LLC | 655 | $181.0K | 0.06% | −53−7.5% | Reduced |
| Addison Advisors LLC | 655 | $181.0K | 0.11% | +5+0.8% | Added |
| Carolinas Wealth Consulting LLC | 663 | $183.0K | 0.04% | −162−19.6% | Reduced |
| Total Clarity Wealth Management, Inc. | 671 | $185.0K | 0.08% | +56+9.1% | Added |
| Lenox Wealth Advisors, LLC | 681 | $188.0K | 0.02% | +56+9.0% | Added |
| WFA of San Diego, LLC | 680 | $188.0K | 0.11% | +200+41.7% | Added |
| Hoertkorn Richard Charles | 700 | $193.0K | 0.08% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 700 | $193.0K | 0.09% | 00.0% | Unchanged |
| Global Trust Asset Management, LLC | 702 | $194.0K | 0.08% | 00.0% | Unchanged |
| Duncker Streett & Co Inc | 706 | $195.0K | 0.03% | −183−20.6% | Reduced |
| Piscataqua Savings Bank | 714 | $197.0K | 0.16% | +112+18.6% | Added |
| Auxier Asset Management | 726 | $201.0K | 0.03% | +726 | New |
| Ground Swell Capital, LLC | 727 | $201.0K | 1.17% | +727 | New |
| Ferris Capital, LLC | 728 | $201.0K | 0.04% | +728 | New |