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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.

Institutional holdersQ4 2021: 2,308 institutions
Q1 2021: 1,952 institutionsQ2 2021: 2,027 institutionsQ3 2021: 2,056 institutionsQ4 2021: 2,308 institutionsQ1 2022: 2,350 institutionsQ2 2022: 2,451 institutionsQ3 2022: 2,490 institutionsQ4 2022: 2,673 institutionsQ1 2023: 2,620 institutionsQ2 2023: 2,819 institutionsQ3 2023: 2,979 institutionsQ4 2023: 3,277 institutionsQ1 2024: 3,466 institutionsQ2 2024: 3,572 institutionsQ3 2024: 3,667 institutionsQ4 2024: 3,914 institutionsQ1 2025: 3,929 institutionsQ2 2025: 3,915 institutionsQ3 2025: 3,905 institutionsQ4 2025: 4,453 institutionsQ1 2026: 4,392 institutionsQ2 2026: 4,644 institutions
Value heldQ4 2021: $218.0B
Q1 2021: $148.0BQ2 2021: $182.0BQ3 2021: $183.1BQ4 2021: $218.0BQ1 2022: $225.8BQ2 2022: $255.6BQ3 2022: $256.1BQ4 2022: $288.4BQ1 2023: $269.7BQ2 2023: $366.7BQ3 2023: $421.9BQ4 2023: $457.2BQ1 2024: $607.2BQ2 2024: $707.0BQ3 2024: $687.4BQ4 2024: $602.9BQ1 2025: $688.4BQ2 2025: $610.1BQ3 2025: $583.5BQ4 2025: $843.2BQ1 2026: $712.9BQ2 2026: $942.8B
Institutions holding LLY and their total value by quarter
QuarterHoldersValue
Q2 20264,644$942.8B
Q1 20264,392$712.9B
Q4 20254,453$843.2B
Q3 20253,905$583.5B
Q2 20253,915$610.1B
Q1 20253,929$688.4B
Q4 20243,914$602.9B
Q3 20243,667$687.4B
Q2 20243,572$707.0B
Q1 20243,466$607.2B
Q4 20233,277$457.2B
Q3 20232,979$421.9B
Q2 20232,819$366.7B
Q1 20232,620$269.7B
Q4 20222,673$288.4B
Q3 20222,490$256.1B
Q2 20222,451$255.6B
Q1 20222,350$225.8B
Q4 20212,308$218.0B
Q3 20212,056$183.1B
Q2 20212,027$182.0B
Q1 20211,952$148.0B

Institutions, Q4 2021

Shares, value and share of portfolio for each institution holding Eli Lilly & Co; share changes are against Q3 2021.

Institutions holding LLY in Q4 2021
InstitutionSharesValue% of portfolioChange in sharesAction
Charter Oak Capital Management, LLC870$240.0K0.03%00.0%Unchanged
Obermeyer Wood Investment Counsel, LLLP870$240.0K0.01%+870New
Wrapmanager Inc874$241.0K0.06%+874New
Sweet Financial Partners, LLC874$241.0K0.10%+874New
Spectrum Management Group, LLC876$242.0K0.03%−290−24.9%Reduced
Empirical Asset Management, LLC878$243.0K0.23%+878New
Reston Wealth Management LLC882$244.0K0.12%+2+0.2%Added
Quantamental Technologies LLC887$245.0K0.12%+887New
Liberty Wealth Management LLC890$246.0K0.09%−60−6.3%Reduced
Baldwin Brothers Inc893$247.0K0.02%+75+9.2%Added
Quaker Wealth Management, LLC896$247.0K0.11%+896New
Zhang Financial LLC899$248.0K0.04%+21+2.4%Added
Fairhaven Wealth Management, LLC900$249.0K0.10%−9−1.0%Reduced
Benin Management CORP900$249.0K0.08%00.0%Unchanged
Sculati Wealth Management, LLC900$249.0K0.12%00.0%Unchanged
Capital Planning Advisors, LLC902$249.0K0.05%+902New
Barnes Pettey Financial Advisors, LLC900$249.0K0.29%+900New
First Affirmative Financial Network905$250.0K0.23%+905New
Inscription Capital, LLC904$250.0K0.07%+904New
Twelve Points Wealth Management LLC904$250.0K0.20%+904New
Advanced Asset Management Advisors Inc910$251.0K0.05%00.0%Unchanged
Paces Ferry Wealth Advisors, LLC913$252.0K0.18%−22−2.4%Reduced
Rock Creek Group, LP911$252.0K0.04%+49+5.7%Added
Echo45 Advisors LLC916$253.0K0.20%+916New
Glen Eagle Advisors, LLC919$253.9K0.07%−62−6.3%Reduced
D'Orazio & Associates, Inc.920$254.0K0.06%+168+22.3%Added
Ballast Advisors LLC920$254.0K0.10%+920New
Willner & Heller, LLC1,104$255.0K0.34%+1,104New
First Command Bank1,108$256.0K0.04%00.0%Unchanged
Almanack Investment Partners, LLC.927$256.0K0.02%+927New
Hancock Whitney Investment Services Inc.931$257.0K0.04%+931New
Souders Financial Advisors932$258.0K0.07%+26+2.9%Added
Ignite Planners, LLC1,043$258.0K0.17%+1,043New
Warther Private Wealth, LLC950$258.0K0.19%+950New
Greenwood Gearhart Inc942$260.0K0.04%−6−0.6%Reduced
Brewin Dolphin Wealth Management Ltd950$262.0K0.03%00.0%Unchanged
Howard Capital Management Group, LLC948$262.0K0.02%+46+5.1%Added
TD Ameritrade Investment Management, LLC948$262.0K0.00%+268+39.4%Added
Cardinal Strategic Wealth Guidance952$263.0K0.12%00.0%Unchanged
McAdam, LLC951$263.0K0.03%+31+3.4%Added
Janney Capital Management LLC957$264.0K0.02%−6−0.6%Reduced
O'Brien Greene & Co. Inc956$264.0K0.09%+56+6.2%Added
One + One Wealth Management, LLC960$265.0K0.18%00.0%Unchanged
Stevard, LLC960$265.0K0.19%+960New
Carlton Hofferkamp & Jenks Wealth Management, LLC1,115$267.0K0.11%00.0%Unchanged
Financial Network Wealth Management LLC968$267.0K0.14%00.0%Unchanged
Lee Financial Co967$268.0K0.05%+15+1.6%Added
Claro Advisors LLC969$268.0K0.10%+17+1.8%Added
Oxbow Advisors, LLC975$269.0K0.03%00.0%Unchanged
Gables Capital Management Inc.979$270.0K0.16%00.0%Unchanged
Private Portfolio Partners LLC978$270.2K0.07%+978New
Alliance Wealth Advisors, LLC981$271.0K0.22%−29−2.9%Reduced
LVW Advisors, LLC985$272.0K0.05%00.0%Unchanged
MJP Associates Inc1,004$273.0K0.08%+117+13.2%Added
Heritage Financial Services, LLC990$273.0K0.21%+990New
Paragon Private Wealth Management, LLC990$273.0K0.24%+990New
Klingman & Associates, LLC991$274.0K0.02%+26+2.7%Added
Summit Trail Advisors, LLC993$274.0K0.02%+993New
Maven Securities LTD994$275.0K0.03%−247−19.9%Reduced
Northwest Investment Counselors, LLC995$275.0K0.07%−20−2.0%Reduced
Sanford Advisory Services, LLC995$275.0K0.06%00.0%Unchanged
Doheny Asset Management1,000$276.0K0.19%−325−24.5%Reduced
Smith Chas P & Associates Pa Cpas998$276.0K0.02%−5−0.5%Reduced
Searle & Co.1,000$276.0K0.10%00.0%Unchanged
Burns J W & Co Inc1,000$276.0K0.04%00.0%Unchanged
Montgomery Investment Management Inc1,000$276.0K0.09%00.0%Unchanged
Atlantic Trust, LLC1,000$276.0K0.16%00.0%Unchanged
Nikulski Financial, Inc.1,000$276.0K0.12%00.0%Unchanged
PRW Wealth Management LLC998$276.0K0.13%00.0%Unchanged
CoreFirst Bank & Trust1,000$276.0K0.18%00.0%Unchanged
Palisade Capital Management LLC1,000$276.0K0.01%+1,000New
Todd Asset Management LLC1,000$276.0K0.01%+1,000New
FAI Wealth Management1,000$276.0K0.23%+1,000New
Mendel Capital Management LLC1,000$276.0K0.25%+1,000New
Pekin Hardy Strauss, Inc.1,002$277.0K0.04%−100−9.1%Reduced
Family Firm, Inc.1,004$277.0K0.07%+3+0.3%Added
Manchester Capital Management LLC1,004$277.0K0.04%+23+2.3%Added
Cordatus Wealth Management LLC1,003$277.0K0.08%+1,003New
WealthShield Partners, LLC1,003$277.0K0.05%+1,003New
Gillespie Robinson & Grimm Inc1,005$278.0K0.02%+70+7.5%Added
Accurate Wealth Management, LLC1,089$279.0K0.23%+62+6.0%Added
Polaris Wealth Advisory Group, LLC1,011$279.0K0.02%00.0%Unchanged
Stillwater Investment Management, LLC1,010$279.0K0.07%+3+0.3%Added
Private Ocean, LLC1,009$279.0K0.03%00.0%Unchanged
Cribstone Capital Management, LLC1,015$280.0K0.16%00.0%Unchanged
KilterHowling LLC1,016$280.7K0.25%+1,016New
Legacy Capital Partners, Inc.1,017$281.0K0.09%−90−8.1%Reduced
Lantz Financial LLC1,016$281.0K0.13%00.0%Unchanged
Private Capital Management LLC1,018$281.0K0.10%+1,018New
Aberdeen Wealth Management LLC1,020$282.0K0.18%00.0%Unchanged
Donald L. Hagan, LLC1,020$282.0K0.15%+20+2.0%Added
Tatro Capital, LLC1,025$283.0K0.20%−620−37.7%Reduced
Cheviot Value Management, LLC1,024$283.0K0.07%00.0%Unchanged
Alaska Permanent Fund Corp1,154$283.0K0.01%+1,154New
Ahrens Investment Partners LLC1,028$284.0K0.13%00.0%Unchanged
Eagle Strategies LLC1,026$284.0K0.11%+1,026New
Sunbelt Securities, Inc.1,192$286.0K0.05%−11−0.9%Reduced
Headinvest, LLC1,038$287.0K0.05%−35−3.3%Reduced
Burns Matteson Capital Management, LLC1,042$287.8K0.20%00.0%Unchanged
Beacon Financial Strategies CORP1,043$288.2K0.25%00.0%Unchanged