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 |
|---|---|---|---|---|---|
| Nadler Financial Group, Inc. | 1,570 | $434.0K | 0.06% | 00.0% | Unchanged |
| Cypress Wealth Services, LLC | 1,572 | $434.0K | 0.12% | +1+0.1% | Added |
| Cookson Peirce & Co Inc | 1,573 | $434.0K | 0.02% | +1,573 | New |
| Alps Advisors Inc | 1,576 | $435.0K | 0.00% | −15,184−90.6% | Reduced |
| JGP Wealth Management, LLC | 1,670 | $435.0K | 0.08% | +1,670 | New |
| Fortitude Advisory Group L.L.C. | 1,575 | $435.0K | 0.22% | +1,575 | New |
| Live Oak Private Wealth LLC | 1,577 | $436.0K | 0.08% | −5−0.3% | Reduced |
| Private Capital Group, LLC | 1,583 | $437.0K | 0.09% | −53−3.2% | Reduced |
| Washington Trust Advisors, Inc. | 1,582 | $437.0K | 0.03% | +1,582 | New |
| Wedge Capital Management L L P | 1,590 | $439.0K | 0.01% | 00.0% | Unchanged |
| Halbert Hargrove Global Advisors, LLC | 1,594 | $440.0K | 0.03% | +5+0.3% | Added |
| SRS Capital Advisors, Inc. | 1,597 | $441.0K | 0.06% | +3+0.2% | Added |
| Prescott Group Capital Management, L.L.C. | 1,600 | $442.0K | 0.10% | 00.0% | Unchanged |
| Heritage Trust Co | 1,601 | $442.0K | 0.06% | 00.0% | Unchanged |
| Cox Capital Mgt LLC | 1,600 | $442.0K | 0.26% | 00.0% | Unchanged |
| Sandy Cove Advisors, LLC | 1,600 | $442.0K | 0.37% | +1,600 | New |
| Wealth Alliance Advisory Group, LLC | 1,604 | $443.0K | 0.19% | 00.0% | Unchanged |
| Paragon Capital Management Ltd | 1,608 | $444.0K | 0.07% | −16−1.0% | Reduced |
| Threadgill Financial, LLC | 1,600 | $444.0K | 0.26% | 00.0% | Unchanged |
| Cahaba Wealth Management, Inc. | 1,618 | $447.0K | 0.06% | −136−7.8% | Reduced |
| Cordasco Financial Network | 1,627 | $449.0K | 0.28% | −800−33.0% | Reduced |
| Two Sigma Securities, LLC | 1,626 | $449.0K | 0.09% | +1,626 | New |
| Fox Run Management, L.L.C. | 1,624 | $449.0K | 0.26% | +1,624 | New |
| Taylor Hoffman Wealth Management | 1,629 | $450.0K | 0.17% | 00.0% | Unchanged |
| LexAurum Advisors, LLC | 1,634 | $451.0K | 0.15% | −78−4.6% | Reduced |
| Asio Capital, LLC | 1,635 | $452.0K | 0.14% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 1,635 | $452.0K | 0.10% | +3+0.2% | Added |
| Journey Strategic Wealth LLC | 1,636 | $452.0K | 0.05% | +1,636 | New |
| North Point Portfolio Managers Corp | 1,641 | $453.0K | 0.06% | 00.0% | Unchanged |
| FC Advisory LLC | 1,665 | $460.0K | 0.19% | −14−0.8% | Reduced |
| Fermata Advisors, LLC | 1,669 | $462.0K | 0.17% | +50+3.1% | Added |
| Brown Capital Management LLC | 1,672 | $464.0K | 0.00% | −95−5.4% | Reduced |
| FinTrust Capital Advisors, LLC | 1,679 | $464.0K | 0.11% | 00.0% | Unchanged |
| Canton Hathaway, LLC | 1,685 | $465.0K | 0.13% | +1,000+146.0% | Added |
| Mayfair Advisory Group, LLC | 1,789 | $466.0K | 0.62% | +35+2.0% | Added |
| Silver Lake Advisory, LLC | 1,686 | $466.0K | 0.22% | +2+0.1% | Added |
| Circle Wealth Management, LLC | 1,692 | $467.0K | 0.06% | −4−0.2% | Reduced |
| Meridian Wealth Management, LLC | 1,694 | $468.0K | 0.05% | +154+10.0% | Added |
| Wallace Capital Management Inc. | 1,703 | $470.0K | 0.07% | +173+11.3% | Added |
| CWS Financial Advisors, LLC | 1,704 | $471.0K | 0.17% | +1,704 | New |
| Tiemann Investment Advisors, LLC | 1,710 | $472.0K | 0.20% | −50−2.8% | Reduced |
| Collective Family Office LLC | 1,709 | $472.0K | 0.19% | 00.0% | Unchanged |
| Investors Financial Group, LLC | 1,714 | $473.0K | 0.22% | −5−0.3% | Reduced |
| Highland Private Wealth Management | 1,712 | $473.0K | 0.06% | +142+9.0% | Added |
| Nations Financial Group Inc, | 1,715 | $474.0K | 0.06% | +48+2.9% | Added |
| Heron Financial Group, LLC | 1,914 | $475.0K | 0.26% | 00.0% | Unchanged |
| Convergence Investment Partners, LLC | 1,721 | $475.0K | 0.24% | −74−4.1% | Reduced |
| Omnia Family Wealth, LLC | 1,720 | $475.0K | 0.29% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 1,719 | $475.0K | 0.07% | +50+3.0% | Added |
| Pinnacle Wealth Management Advisory Group, LLC | 1,732 | $478.0K | 0.08% | −20−1.1% | Reduced |
| TBH Global Asset Management, LLC | 1,730 | $478.0K | 0.10% | 00.0% | Unchanged |
| First Command Financial Services, Inc. | 1,731 | $478.0K | 0.07% | +623+56.2% | Added |
| Oarsman Capital, Inc. | 1,735 | $479.0K | 0.19% | 00.0% | Unchanged |
| Enterprise Financial Services Corp | 1,741 | $481.0K | 0.07% | +33+1.9% | Added |
| Measured Wealth Private Client Group, LLC | 1,743 | $481.0K | 0.17% | +54+3.2% | Added |
| Arvest Trust Co N A | 1,742 | $481.0K | 0.03% | +1,742 | New |
| HHM Wealth Advisors, LLC | 1,745 | $482.0K | 0.12% | 00.0% | Unchanged |
| Ellevest, Inc. | 1,749 | $483.0K | 0.04% | +1,213+226.3% | Added |
| 55I, LLC | 1,752 | $484.0K | 0.01% | −2,455−58.4% | Reduced |
| Horizon Investment Services, LLC | 1,754 | $484.0K | 0.22% | −12−0.7% | Reduced |
| S.A. Mason LLC | 1,751 | $484.0K | 0.29% | 00.0% | Unchanged |
| Inverness Counsel LLC | 1,756 | $485.0K | 0.02% | −12−0.7% | Reduced |
| BTC Capital Management, Inc. | 1,755 | $485.0K | 0.05% | +1,755 | New |
| Cozad Asset Management Inc | 1,764 | $487.0K | 0.07% | −279−13.7% | Reduced |
| FLC Capital Advisors | 1,763 | $487.0K | 0.14% | 00.0% | Unchanged |
| Sage Mountain Advisors LLC | 1,771 | $489.0K | 0.06% | +103+6.2% | Added |
| Bank of the West | 1,773 | $490.0K | 0.05% | −107−5.7% | Reduced |
| Cubic Asset Management, LLC | 1,775 | $490.0K | 0.11% | +68+4.0% | Added |
| Jacobson & Schmitt Advisors, LLC | 1,775 | $490.0K | 0.12% | +1,775 | New |
| Community Trust & Investment Co | 1,777 | $491.0K | 0.04% | −253−12.5% | Reduced |
| BBR Partners, LLC | 1,781 | $492.0K | 0.06% | −74−4.0% | Reduced |
| Westbourne Investment Advisors, Inc. | 1,781 | $492.0K | 0.19% | −35−1.9% | Reduced |
| Eagle Ridge Investment Management | 1,787 | $494.0K | 0.05% | 00.0% | Unchanged |
| Meadow Creek Wealth Advisors LLC | 1,788 | $494.0K | 0.47% | +1,788 | New |
| Stonegate Investment Group, LLC | 1,792 | $495.0K | 0.02% | +1,792 | New |
| Exane Derivatives | 1,793 | $495.3K | 0.12% | +43+2.5% | Added |
| Bristlecone Advisors, LLC | 1,795 | $496.0K | 0.06% | −1,314−42.3% | Reduced |
| Codex Capital, L.L.C. | 1,800 | $496.8K | 0.26% | 00.0% | Unchanged |
| Sterling Investment Advisors, Ltd. | 1,799 | $497.0K | 0.14% | 00.0% | Unchanged |
| Affiance Financial, LLC | 1,800 | $497.0K | 0.21% | 00.0% | Unchanged |
| Clarus Wealth Advisors | 1,948 | $499.0K | 0.29% | −108−5.3% | Reduced |
| 180 Wealth Advisors, LLC | 2,064 | $502.0K | 0.11% | −402−16.3% | Reduced |
| TCG Advisory Services, LLC | 1,819 | $502.0K | 0.12% | +64+3.6% | Added |
| BHK Investment Advisors, LLC | 1,822 | $503.0K | 0.20% | +4+0.2% | Added |
| Corundum Group, Inc. | 1,825 | $504.0K | 0.33% | +80+4.6% | Added |
| One Capital Management, LLC | 1,827 | $504.0K | 0.04% | +1,827 | New |
| Simplify Asset Management Inc. | 1,826 | $504.0K | 0.06% | +1,826 | New |
| YHB Investment Advisors, Inc. | 1,829 | $505.0K | 0.04% | 00.0% | Unchanged |
| Alera Investment Advisors, LLC | 1,836 | $507.0K | 0.14% | −577−23.9% | Reduced |
| Keel Point, LLC | 1,834 | $507.0K | 0.07% | −107−5.5% | Reduced |
| Winthrop Advisory Group LLC | 1,834 | $507.0K | 0.10% | +4+0.2% | Added |
| MSH Capital Advisors LLC | 1,850 | $511.0K | 0.23% | +1,850 | New |
| LBMC Investment Advisors, LLC | 1,860 | $514.0K | 0.04% | −3,432−64.9% | Reduced |
| Hamilton Point Investment Advisors, LLC | 1,862 | $514.0K | 0.12% | 00.0% | Unchanged |
| St Germain D J Co Inc | 1,862 | $514.0K | 0.03% | +275+17.3% | Added |
| Aaron Wealth Advisors | 1,863 | $514.0K | 0.14% | +490+35.7% | Added |
| Investors Research Corp | 1,864 | $515.0K | 0.16% | 00.0% | Unchanged |
| Good Life Advisors, LLC | 1,867 | $516.0K | 0.06% | +229+14.0% | Added |
| Kistler-Tiffany Companies, LLC | 1,869 | $516.0K | 0.10% | +593+46.5% | Added |
| Blueprint Investment Partners LLC | 1,874 | $517.6K | 0.13% | +723+62.8% | Added |