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 |
|---|---|---|---|---|---|
| Atticus Wealth Management, LLC | 1,879 | $519.0K | 0.20% | +1+0.1% | Added |
| Asset Dedication, LLC | 1,883 | $519.0K | 0.06% | +271+16.8% | Added |
| Arete Wealth Advisors, LLC | 1,887 | $520.0K | 0.04% | +515+37.5% | Added |
| PBMares Wealth Management LLC | 1,889 | $522.0K | 0.22% | 00.0% | Unchanged |
| Spears Abacus Advisors LLC | 1,895 | $523.0K | 0.04% | 00.0% | Unchanged |
| Koss-Olinger Consulting, LLC | 1,896 | $524.0K | 0.08% | −108−5.4% | Reduced |
| Pettyjohn, Wood & White, Inc | 1,896 | $524.0K | 0.11% | 00.0% | Unchanged |
| Stonebridge Capital Advisors LLC | 1,897 | $524.0K | 0.06% | +26+1.4% | Added |
| AlphaMark Advisors, LLC | 1,900 | $525.0K | 0.18% | −110−5.5% | Reduced |
| Sather Financial Group Inc | 1,905 | $526.0K | 0.05% | +350+22.5% | Added |
| New Jersey Better Educational Savings Trust | 1,908 | $527.0K | 1.17% | −350−15.5% | Reduced |
| Platform Technology Partners | 1,909 | $527.0K | 0.23% | −53−2.7% | Reduced |
| Dynamic Technology Lab Private Ltd | 1,914 | $529.0K | 0.06% | +959+100.4% | Added |
| SevenBridge Financial Group, LLC | 1,919 | $530.0K | 0.16% | −21−1.1% | Reduced |
| Gleason Group, Inc. | 1,917 | $530.0K | 0.17% | +7+0.4% | Added |
| Delphia (USA) Inc. | 1,927 | $532.0K | 0.57% | +1,927 | New |
| PSI Advisors, LLC | 1,930 | $533.0K | 0.22% | −225−10.4% | Reduced |
| Procyon Private Wealth Partners, LLC | 1,930 | $533.0K | 0.11% | −96−4.7% | Reduced |
| Webster Bank, N. A. | 1,930 | $533.0K | 0.06% | +122+6.7% | Added |
| Brown, Lisle/Cummings, Inc. | 1,933 | $533.9K | 0.27% | +1,933 | New |
| FORA Capital, LLC | 1,932 | $534.0K | 0.21% | −11,636−85.8% | Reduced |
| Hudson Value Partners, LLC | 1,934 | $534.0K | 0.26% | +300+18.4% | Added |
| Juncture Wealth Strategies, LLC | 1,938 | $535.0K | 0.25% | −100−4.9% | Reduced |
| Krilogy Financial LLC | 1,941 | $536.0K | 0.05% | −237−10.9% | Reduced |
| Telemus Capital, LLC | 1,940 | $536.0K | 0.04% | +12+0.6% | Added |
| Riverview Trust Co | 1,945 | $537.0K | 0.32% | 00.0% | Unchanged |
| Brave Asset Management Inc | 1,951 | $539.0K | 0.15% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 1,958 | $541.0K | 0.00% | +11+0.6% | Added |
| WoodTrust Financial Corp | 1,962 | $542.0K | 0.11% | +300+18.1% | Added |
| Abacus Planning Group, Inc. | 1,970 | $544.0K | 0.15% | +91+4.8% | Added |
| Destination Wealth Management | 1,971 | $544.0K | 0.02% | +856+76.8% | Added |
| Next Capital Management LLC | 1,975 | $546.0K | 0.38% | 00.0% | Unchanged |
| Pluribus Labs, LLC | 1,978 | $546.0K | 0.58% | +1,978 | New |
| Traphagen Investment Advisors LLC | 8,941 | $547.1K | 0.09% | +677+8.2% | Added |
| Gladstone Institutional Advisory LLC | 1,985 | $548.0K | 0.04% | −2,837−58.8% | Reduced |
| David Loasby | 1,982 | $548.0K | 0.07% | −723−26.7% | Reduced |
| Baker Avenue Asset Management, LP | 1,985 | $548.0K | 0.03% | +776+64.2% | Added |
| Cornerstone Advisory, LLC | 1,986 | $549.0K | 0.08% | −985−33.2% | Reduced |
| UBP Investment Advisors SA | 2,000 | $550.0K | 0.20% | 00.0% | Unchanged |
| LeJeune Puetz Investment Counsel LLC | 2,000 | $552.0K | 0.19% | −242−10.8% | Reduced |
| Mark Stevens | 1,997 | $552.0K | 0.06% | −102−4.9% | Reduced |
| Cannell Peter B & Co Inc | 2,000 | $552.0K | 0.02% | 00.0% | Unchanged |
| Drexel Morgan & Co. | 2,000 | $552.0K | 0.16% | 00.0% | Unchanged |
| Heritage Investment Group, Inc. | 2,000 | $552.0K | 0.43% | +2,000 | New |
| Roundview Capital LLC | 2,003 | $553.0K | 0.06% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 2,002 | $553.0K | 0.35% | 00.0% | Unchanged |
| Wealth Management Partners, LLC | 2,000 | $554.0K | 0.38% | −177−8.1% | Reduced |
| First Farmers & Merchants Bank / Trust | 2,005 | $554.0K | 0.55% | +2,005 | New |
| Navalign, LLC | 2,011 | $555.0K | 0.22% | −150−6.9% | Reduced |
| Opus Capital Group, LLC | 2,010 | $555.0K | 0.11% | +3+0.1% | Added |
| Archer Investment Corp | 2,011 | $555.6K | 0.19% | −10−0.5% | Reduced |
| Ausdal Financial Partners, Inc. | 2,016 | $557.0K | 0.07% | −90−4.3% | Reduced |
| Morris Financial Concepts, Inc. | 2,019 | $558.0K | 0.47% | +2,019 | New |
| Golden Green, Inc. | 2,023 | $559.0K | 0.45% | +442+28.0% | Added |
| Intellectus Partners, LLC | 2,027 | $560.0K | 0.14% | +83+4.3% | Added |
| Lebenthal Global Advisors, LLC | 2,034 | $561.0K | 0.23% | +2,034 | New |
| Vivaldi Capital Management, LLC | 2,045 | $565.0K | 0.13% | +6+0.3% | Added |
| Close Asset Management Ltd | 2,049 | $566.0K | 0.02% | −190−8.5% | Reduced |
| Wilkins Investment Counsel Inc | 2,050 | $566.0K | 0.12% | 00.0% | Unchanged |
| McKinley Carter Wealth Services, Inc. | 2,048 | $566.0K | 0.04% | +2+0.1% | Added |
| Moseley Investment Management Inc | 2,056 | $568.0K | 0.26% | 00.0% | Unchanged |
| Draper Asset Management, LLC | 2,061 | $569.0K | 0.47% | −5−0.2% | Reduced |
| InterOcean Capital Group, LLC | 2,076 | $573.0K | 0.03% | −773−27.1% | Reduced |
| Wealthspan Partners, LLC | 2,074 | $573.0K | 0.51% | +2,074 | New |
| SP Asset Management | 2,329 | $578.0K | 0.06% | +9+0.4% | Added |
| Aveo Capital Partners, LLC | 2,093 | $578.0K | 0.10% | −27−1.3% | Reduced |
| Fort Sheridan Advisors LLC | 2,092 | $578.0K | 0.17% | +310+17.4% | Added |
| Adell Harriman & Carpenter Inc | 2,093 | $578.1K | 0.05% | −5,463−72.3% | Reduced |
| Calton & Associates, Inc. | 2,097 | $579.0K | 0.15% | −386−15.5% | Reduced |
| Visionary Wealth Advisors | 2,099 | $580.0K | 0.05% | +26+1.3% | Added |
| Cross Staff Investments Inc | 2,100 | $580.0K | 0.52% | +2,100 | New |
| Pointe Capital Management LLC | 2,104 | $581.0K | 0.37% | −104−4.7% | Reduced |
| Sigma Investment Counselors Inc | 2,122 | $586.0K | 0.04% | +81+4.0% | Added |
| Hedeker Wealth, LLC | 2,126 | $587.0K | 0.17% | +8+0.4% | Added |
| DRW Securities, LLC | 2,129 | $588.0K | 0.05% | +2,129 | New |
| Cedar Wealth Management, LLC | 2,132 | $589.0K | 0.24% | +242+12.8% | Added |
| Jackson Creek Investment Advisors LLC | 2,137 | $590.0K | 0.21% | −13−0.6% | Reduced |
| Marshall Wace, LLP | 2,137 | $591.0K | 0.00% | −151,748−98.6% | Reduced |
| Sage Rhino Capital LLC | 2,138 | $591.0K | 0.17% | −12−0.6% | Reduced |
| Pavion Blue Capital, LLC | 2,143 | $592.0K | 0.34% | 00.0% | Unchanged |
| Laurion Capital Management LP | 2,147 | $593.0K | 0.01% | −121,435−98.3% | Reduced |
| Unionview, LLC | 2,151 | $594.0K | 0.56% | +2,151 | New |
| Concord Wealth Partners | 2,153 | $595.0K | 0.15% | +844+64.5% | Added |
| Shulman DeMeo Asset Management LLC | 2,157 | $596.0K | 0.16% | +156+7.8% | Added |
| Graypoint LLC | 2,159 | $596.0K | 0.06% | +281+15.0% | Added |
| NCM Capital Management, LLC | 2,165 | $598.0K | 0.53% | +2,165 | New |
| Bridgeworth, LLC | 2,170 | $599.0K | 0.13% | +5+0.2% | Added |
| Congress Wealth Management LLC | 2,172 | $600.0K | 0.01% | +2,172 | New |
| Bill Few Associates, Inc. | 2,184 | $603.0K | 0.31% | +2,184 | New |
| BerganKDV Wealth Management, LLC | 2,188 | $605.0K | 0.06% | +26+1.2% | Added |
| Marco Investment Management LLC | 2,192 | $605.0K | 0.06% | +92+4.4% | Added |
| CVA Family Office, LLC | 2,191 | $605.0K | 0.15% | +1,105+101.7% | Added |
| Fruth Investment Management | 2,203 | $608.0K | 0.17% | 00.0% | Unchanged |
| Camelot Portfolios, LLC | 2,200 | $608.0K | 0.25% | +2,200 | New |
| Greenspring Advisors, LLC | 2,208 | $610.0K | 0.16% | +2,208 | New |
| Verition Fund Management LLC | 2,212 | $611.0K | 0.01% | −825−27.2% | Reduced |
| Tempus Wealth Planning, LLC | 2,212 | $611.0K | 0.33% | 00.0% | Unchanged |
| Monument Capital Management | 2,223 | $614.0K | 0.19% | +106+5.0% | Added |
| Parkside Financial Bank & Trust | 2,232 | $616.0K | 0.15% | −54−2.4% | Reduced |
| Westhampton Capital, LLC | 2,229 | $616.0K | 0.38% | 00.0% | Unchanged |