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.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 4,644 | $942.8B |
| 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 |
|---|---|---|---|---|---|
| WT Wealth Management | 1,050 | $290.0K | 0.11% | 00.0% | Unchanged |
| Aldebaran Financial Inc. | 1,062 | $293.0K | 0.23% | 00.0% | Unchanged |
| Copperwynd Financial, LLC | 1,060 | $293.0K | 0.11% | +1,060 | New |
| Triad Financial Advisors, Inc. | 1,061 | $293.0K | 0.17% | +1,061 | New |
| Fort, L.P. | 1,065 | $294.0K | 0.10% | −3,275−75.5% | Reduced |
| Successful Portfolios LLC | 1,063 | $294.0K | 0.16% | 00.0% | Unchanged |
| Vantage Consulting Group Inc | 1,064 | $294.0K | 0.08% | +50+4.9% | Added |
| Laidlaw Wealth Management LLC | 1,065 | $294.0K | 0.05% | +1,065 | New |
| Syntax Advisors, LLC | 1,064 | $294.0K | 0.22% | +1,064 | New |
| Zullo Investment Group, Inc. | 1,068 | $295.0K | 0.15% | +1,068 | New |
| Albion Financial Group | 1,073 | $296.0K | 0.02% | +48+4.7% | Added |
| Thrive Wealth Management, LLC | 1,075 | $297.0K | 0.10% | +1,075 | New |
| Summit Financial, LLC | 1,077 | $297.5K | 0.02% | +1,077 | New |
| Financial Partners Group, Inc | 1,220 | $299.0K | 0.07% | +219+21.9% | Added |
| Lorne Steinberg Wealth Management Inc. | 1,087 | $300.0K | 0.13% | 00.0% | Unchanged |
| Gryphon Financial Partners LLC | 1,084 | $300.0K | 0.06% | +43+4.1% | Added |
| Narwhal Capital Management | 1,088 | $301.0K | 0.03% | −154−12.4% | Reduced |
| Salvus Wealth Management, LLC | 1,089 | $301.0K | 0.22% | +186+20.6% | Added |
| Continuum Advisory, LLC | 1,094 | $302.0K | 0.07% | −6−0.5% | Reduced |
| Sky Investment Group LLC | 1,093 | $302.0K | 0.06% | 00.0% | Unchanged |
| Silver Oak Advisory Group, Inc. | 1,092 | $302.0K | 0.19% | +1,092 | New |
| Jupiter Wealth Management LLC | 1,102 | $304.0K | 0.16% | 00.0% | Unchanged |
| SignalPoint Asset Management, LLC | 1,104 | $304.0K | 0.09% | +1+0.1% | Added |
| PFG Advisors | 1,102 | $304.0K | 0.03% | 00.0% | Unchanged |
| Integrated Investment Consultants, LLC | 1,113 | $307.0K | 0.08% | +34+3.2% | Added |
| Venturi Wealth Management, LLC | 1,113 | $307.0K | 0.02% | +1,113 | New |
| Columbia Trust Co 01012016 | 1,334 | $308.0K | 0.16% | 00.0% | Unchanged |
| HCR Wealth Advisors | 1,114 | $308.0K | 0.05% | 00.0% | Unchanged |
| True Link Financial Advisors, LLC | 1,115 | $308.0K | 0.04% | +479+75.3% | Added |
| American Trust Investment Advisors, LLC | 1,120 | $309.0K | 0.15% | 00.0% | Unchanged |
| Relative Value Partners Group, LLC | 1,119 | $309.0K | 0.02% | 00.0% | Unchanged |
| Edgemoor Investment Advisors, Inc. | 1,122 | $310.0K | 0.03% | −6−0.5% | Reduced |
| Five Oceans Advisors | 1,124 | $310.0K | 0.27% | +13+1.2% | Added |
| TL Private Wealth | 1,300 | $311.0K | 0.18% | 00.0% | Unchanged |
| Connecticut Wealth Management, LLC | 1,127 | $311.0K | 0.02% | −17−1.5% | Reduced |
| Lindbrook Capital, LLC | 1,127 | $311.0K | 0.05% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 1,126 | $311.0K | 0.05% | +17+1.5% | Added |
| Fosun International Ltd | 1,120 | $312.0K | 0.02% | 00.0% | Unchanged |
| Carson Advisory Inc. | 1,130 | $312.0K | 0.32% | +1,130 | New |
| Trust Co | 1,138 | $314.0K | 0.07% | 00.0% | Unchanged |
| Advisor OS, LLC | 1,135 | $314.0K | 0.06% | +38+3.5% | Added |
| Livingston Group Asset Management CO (operating as Southport Capital Management) | 1,139 | $315.0K | 0.06% | +1,139 | New |
| Intercontinental Wealth Advisors, LLC | 1,145 | $316.0K | 0.07% | 00.0% | Unchanged |
| BEAM Asset Management, LLC | 1,146 | $317.0K | 0.36% | −451−28.2% | Reduced |
| Courier Capital LLC | 1,149 | $317.0K | 0.03% | 00.0% | Unchanged |
| Northstar Group, Inc. | 1,150 | $317.0K | 0.08% | 00.0% | Unchanged |
| RSM US Wealth Management LLC | 1,148 | $317.0K | 0.02% | +165+16.8% | Added |
| Mainstay Capital Management LLC | 1,149 | $317.0K | 0.10% | +1,149 | New |
| L2 Asset Management, LLC | 1,146 | $317.0K | 0.22% | +1,146 | New |
| Moreno Evelyn V | 1,150 | $318.0K | 0.06% | −400−25.8% | Reduced |
| Mount Vernon Associates Inc | 1,154 | $319.0K | 0.28% | 00.0% | Unchanged |
| Clark Financial Services Group Inc | 1,154 | $319.0K | 0.21% | 00.0% | Unchanged |
| Tarbox Family Office, Inc. | 1,156 | $319.0K | 0.05% | +8+0.7% | Added |
| Cypress Capital Management LLC | 1,162 | $321.0K | 0.04% | −36−3.0% | Reduced |
| Focused Wealth Management, Inc | 1,164 | $322.0K | 0.05% | +575+97.6% | Added |
| Graybill Bartz & Assoc Ltd | 1,168 | $323.0K | 0.15% | 00.0% | Unchanged |
| Wambolt & Associates, LLC | 1,169 | $323.0K | 0.12% | +3+0.3% | Added |
| Papp L Roy & Associates | 1,173 | $324.0K | 0.04% | +2+0.2% | Added |
| Advisor Resource Council | 1,178 | $326.0K | 0.03% | +1,178 | New |
| Old Port Advisors | 1,262 | $327.0K | 0.11% | +64+5.3% | Added |
| XML Financial, LLC | 1,187 | $328.0K | 0.04% | +1+0.1% | Added |
| TrueWealth Advisors, LLC | 1,188 | $328.0K | 0.15% | +127+12.0% | Added |
| TrinityPoint Wealth, LLC | 1,193 | $329.0K | 0.06% | 00.0% | Unchanged |
| JB Capital LLC | 1,191 | $329.1K | 0.03% | +186+18.5% | Added |
| Chemung Canal Trust Co | 1,193 | $330.0K | 0.06% | 00.0% | Unchanged |
| Regatta Capital Group, LLC | 1,195 | $330.0K | 0.12% | +1,195 | New |
| Cullinan Associates Inc | 1,200 | $331.0K | 0.02% | −500−29.4% | Reduced |
| Neville Rodie & Shaw Inc | 1,200 | $331.0K | 0.02% | 00.0% | Unchanged |
| Pettee Investors, Inc. | 1,200 | $331.0K | 0.14% | 00.0% | Unchanged |
| Sentinel Trust Co Lba | 1,200 | $331.0K | 0.04% | +1,200 | New |
| TCWP LLC | 1,199 | $331.0K | 0.07% | +1,199 | New |
| Sterling Investment Counsel, LLC | 1,197 | $331.0K | 0.22% | +1,197 | New |
| MEMBERS Trust Co | 1,202 | $332.0K | 0.01% | +6+0.5% | Added |
| Compagnie Lombard Odier SCmA | 1,205 | $333.0K | 0.01% | +300+33.1% | Added |
| Fingerlakes Wealth Management, Inc. | 1,197 | $333.0K | 0.37% | +1,197 | New |
| Black Diamond Financial, LLC | 1,222 | $338.0K | 0.11% | +1,222 | New |
| RGT Wealth Advisors, LLC | 1,228 | $339.0K | 0.05% | +1,228 | New |
| Center For Asset Management LLC | 1,230 | $340.0K | 0.25% | +222+22.0% | Added |
| DGS Capital Management, LLC | 1,246 | $344.0K | 0.21% | +1,246 | New |
| Miller Investment Management, LP | 1,250 | $345.0K | 0.05% | 00.0% | Unchanged |
| Traynor Capital Management, Inc. | 1,250 | $345.0K | 0.04% | +50+4.2% | Added |
| Prentice Wealth Management LLC | 1,262 | $348.0K | 0.16% | −22−1.7% | Reduced |
| Excalibur Management Corp | 1,261 | $348.0K | 0.14% | 00.0% | Unchanged |
| Glassman Wealth Services | 1,261 | $348.0K | 0.06% | +109+9.5% | Added |
| M. Kulyk & Associates, LLC | 1,260 | $348.0K | 0.09% | +1,260 | New |
| Everhart Financial Group, Inc. | 1,260 | $348.0K | 0.21% | +1,260 | New |
| Bank of New Hampshire | 1,265 | $349.0K | 0.08% | 00.0% | Unchanged |
| Plotkin Financial Advisors, LLC | 1,264 | $349.1K | 0.22% | 00.0% | Unchanged |
| Kanawha Capital Management LLC | 1,269 | $350.0K | 0.03% | +94+8.0% | Added |
| McLean Asset Management Corp | 1,372 | $351.0K | 0.14% | −2−0.1% | Reduced |
| First National Bank of Hutchinson | 1,270 | $351.0K | 0.20% | −130−9.3% | Reduced |
| MONECO Advisors, LLC | 1,434 | $351.0K | 0.13% | +67+4.9% | Added |
| Widmann Financial Services, Inc. | 1,274 | $351.0K | 0.29% | +1,274 | New |
| Godsey & Gibb Associates | 1,275 | $352.0K | 0.11% | 00.0% | Unchanged |
| Retirement Income Solutions, Inc | 1,278 | $353.0K | 0.09% | −385−23.2% | Reduced |
| First National Bank | 1,276 | $353.0K | 0.31% | 00.0% | Unchanged |
| Hamilton Capital, LLC | 1,277 | $353.0K | 0.03% | +354+38.4% | Added |
| CenterStar Asset Management, LLC | – | $353.0K | 0.27% | – | New |
| Antonetti Capital Management LLC | 1,280 | $354.0K | 0.28% | 00.0% | Unchanged |
| Schneider Downs Wealth Management Advisors, LP | 1,291 | $357.0K | 0.09% | −185−12.5% | Reduced |