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 |
|---|---|---|---|---|---|
| Childress Capital Advisors, LLC | 2,231 | $616.0K | 0.25% | +57+2.6% | Added |
| Security Financial Services, INC. | 2,229 | $616.0K | 0.21% | +2,229 | New |
| Amica Retiree Medical Trust | 2,234 | $617.0K | 0.52% | 00.0% | Unchanged |
| Csenge Advisory Group | 2,675 | $618.0K | 0.05% | −1,655−38.2% | Reduced |
| Geller Advisors LLC | 2,236 | $618.0K | 0.12% | +71+3.3% | Added |
| M&R Capital Management Inc | 2,242 | $619.0K | 0.13% | +81+3.7% | Added |
| American Trust | 2,244 | $620.0K | 0.05% | +2,244 | New |
| MPS Loria Financial Planners, LLC | 2,254 | $622.0K | 0.25% | +10.0% | Added |
| E Fund Management Co., Ltd. | 2,256 | $623.0K | 0.02% | −18−0.8% | Reduced |
| LGL Partners, LLC | 2,257 | $623.0K | 0.07% | 00.0% | Unchanged |
| Fort Point Capital Partners LLC | 2,261 | $625.0K | 0.09% | −5−0.2% | Reduced |
| Deroy & Devereaux Private Investment Counsel Inc | 2,273 | $628.0K | 0.05% | 00.0% | Unchanged |
| Greenwich Wealth Management LLC | 2,293 | $633.0K | 0.05% | −101−4.2% | Reduced |
| Univest Financial Corp | 2,290 | $633.0K | 0.16% | 00.0% | Unchanged |
| Axiom Financial Strategies, LLC | 2,291 | $633.0K | 0.29% | 00.0% | Unchanged |
| Pendal Group Limited | 2,305 | $637.0K | 0.01% | −6,776−74.6% | Reduced |
| First National Bank of South Miami | 2,307 | $637.0K | 0.39% | −87−3.6% | Reduced |
| Westover Capital Advisors, LLC | 2,306 | $637.0K | 0.19% | 00.0% | Unchanged |
| Wealth Alliance | 2,312 | $638.0K | 0.13% | −963−29.4% | Reduced |
| Sonora Investment Management Group, LLC | 2,313 | $639.0K | 0.07% | +2,313 | New |
| RB Capital Management, LLC | 2,317 | $640.0K | 0.20% | +10.0% | Added |
| Annex Advisory Services, LLC | 2,321 | $641.0K | 0.04% | +444+23.7% | Added |
| Centaurus Financial, Inc. | 2,324 | $642.0K | 0.05% | +343+17.3% | Added |
| Armor Investment Advisors, LLC | 2,337 | $646.0K | 0.36% | 00.0% | Unchanged |
| Sargent Investment Group, LLC | 2,349 | $649.0K | 0.15% | −80−3.3% | Reduced |
| Liberty Capital Management, Inc. | 2,350 | $649.0K | 0.18% | +50+2.2% | Added |
| Resonant Capital Advisors, LLC | 2,358 | $651.0K | 0.10% | +222+10.4% | Added |
| Founders Financial Alliance, LLC | 2,364 | $653.0K | 0.26% | +35+1.5% | Added |
| Quadrant Private Wealth Management, LLC | 2,366 | $654.0K | 0.24% | +10+0.4% | Added |
| Financial Enhancement Group LLC | 2,371 | $655.0K | 0.12% | +54+2.3% | Added |
| Marino, Stram & Associates LLC | 2,370 | $655.0K | 0.20% | +388+19.6% | Added |
| Essex LLC | 2,375 | $656.0K | 0.18% | 00.0% | Unchanged |
| Compass Financial Advisors LLC | 2,381 | $658.0K | 0.72% | +2,381 | New |
| Baxter Bros Inc | 2,385 | $659.0K | 0.10% | 00.0% | Unchanged |
| Rice Hall James & Associates, LLC | 2,390 | $660.0K | 0.02% | 00.0% | Unchanged |
| IFG Advisory, LLC | 2,392 | $660.0K | 0.06% | +399+20.0% | Added |
| J. W. Coons Advisors, LLC | 2,389 | $661.0K | 0.20% | −189−7.3% | Reduced |
| Sheets Smith Wealth Management | 2,399 | $663.0K | 0.08% | +10.0% | Added |
| West Michigan Advisors, LLC | 2,403 | $664.0K | 0.49% | +2,403 | New |
| Alan B. Lancz & Associates, Inc. | 2,406 | $665.0K | 0.58% | +2,406 | New |
| Capital Insight Partners, LLC | 2,411 | $666.0K | 0.14% | −190−7.3% | Reduced |
| EverSource Wealth Advisors, LLC | 2,411 | $667.0K | 0.19% | +2,411 | New |
| BTR Capital Management Inc | 2,418 | $668.0K | 0.08% | 00.0% | Unchanged |
| McRae Capital Management Inc | 2,422 | $669.0K | 0.14% | −100−4.0% | Reduced |
| BCJ Capital Management, LLC | 2,425 | $670.0K | 0.06% | +684+39.3% | Added |
| Krane Funds Advisors LLC | 2,428 | $671.0K | 0.02% | +556+29.7% | Added |
| Astoria Portfolio Advisors LLC. | 2,437 | $673.0K | 0.53% | +2,437 | New |
| S.C. Financial Services, Inc. | 2,700 | $674.0K | 0.77% | +2,700 | New |
| Kings Point Capital Management | 2,442 | $675.0K | 0.06% | +109+4.7% | Added |
| Linscomb & Williams, Inc. | 2,459 | $679.0K | 0.03% | +63+2.6% | Added |
| DMG Group, LLC | 2,874 | $680.0K | 0.59% | +2,874 | New |
| Veracity Capital LLC | 2,464 | $681.0K | 0.27% | −8−0.3% | Reduced |
| Atlas Capital Advisors LLC | 2,469 | $682.0K | 0.10% | −3,468−58.4% | Reduced |
| LCNB Corp | 2,475 | $684.0K | 0.31% | 00.0% | Unchanged |
| Personal Cfo Solutions, LLC | 2,480 | $685.0K | 0.13% | +292+13.3% | Added |
| Cornerstone Wealth Management, LLC | 2,477 | $685.0K | 0.07% | +290+13.3% | Added |
| First Citizens Financial Corp | 2,482 | $686.0K | 0.50% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 2,492 | $688.0K | 0.05% | +2,492 | New |
| Wesleyan Assurance Society | 2,500 | $690.0K | 0.08% | 00.0% | Unchanged |
| Merrion Investment Management Co, LLC | 2,500 | $690.0K | 0.51% | +500+25.0% | Added |
| Northstar Advisory Group, LLC | 2,499 | $690.0K | 0.41% | +2,499 | New |
| Stonnington Group, LLC | 2,635 | $691.0K | 0.15% | +535+25.5% | Added |
| Greatmark Investment Partners, Inc. | 2,507 | $692.0K | 0.12% | 00.0% | Unchanged |
| Capstone Investment Advisors, LLC | 2,512 | $694.0K | 0.01% | −6,457−72.0% | Reduced |
| Alpha Omega Wealth Management LLC | 2,781 | $694.0K | 0.11% | 00.0% | Unchanged |
| Fieldpoint Private Securities, LLC | 2,517 | $695.0K | 0.14% | +135+5.7% | Added |
| Triumph Capital Management | 2,519 | $696.0K | 0.30% | −1,111−30.6% | Reduced |
| Central Bank & Trust Co | 2,519 | $696.0K | 0.11% | −100−3.8% | Reduced |
| Regal Investment Advisors LLC | 2,519 | $696.0K | 0.06% | +136+5.7% | Added |
| OmniStar Financial Group, Inc. | 2,526 | $697.0K | 0.71% | +2,426+2,426.0% | Added |
| Reilly Financial Advisors, LLC | 2,523 | $697.0K | 0.05% | +66+2.7% | Added |
| Gotham Asset Management, LLC | 2,526 | $698.0K | 0.02% | −31,213−92.5% | Reduced |
| BSW Wealth Partners | 2,539 | $701.0K | 0.18% | +225+9.7% | Added |
| Townsend Asset Management Corp | 2,543 | $702.0K | 0.34% | −20−0.8% | Reduced |
| FourThought Financial, LLC | 2,558 | $707.0K | 0.09% | −229−8.2% | Reduced |
| Trustco Bank Corp N Y | 2,566 | $708.0K | 0.62% | +10+0.4% | Added |
| Sunflower Bank, N.A. | 2,569 | $710.0K | 0.10% | −369−12.6% | Reduced |
| Atlas Brown,Inc. | 2,570 | $710.0K | 0.28% | 00.0% | Unchanged |
| Lyell Wealth Management, LP | 2,575 | $711.0K | 0.08% | +19+0.7% | Added |
| Becker Capital Management Inc | 2,579 | $712.0K | 0.03% | −202−7.3% | Reduced |
| Monterey Private Wealth, Inc. | 2,576 | $712.0K | 0.35% | 00.0% | Unchanged |
| PDS Planning, Inc | 2,578 | $712.0K | 0.14% | +18+0.7% | Added |
| Benjamin Edwards Inc | 2,576 | $712.0K | 0.23% | +1,851+255.3% | Added |
| Cedar Brook Financial Partners, LLC | 2,598 | $717.0K | 0.18% | +340+15.1% | Added |
| TCTC Holdings, LLC | 2,603 | $719.0K | 0.03% | −3−0.1% | Reduced |
| Archford Capital Strategies, LLC | 2,625 | $725.0K | 0.17% | +63+2.5% | Added |
| Clear Investment Research, LLC | 2,627 | $726.0K | 1.11% | 00.0% | Unchanged |
| Gerber Kawasaki Wealth & Investment Management | 2,644 | $730.0K | 0.06% | +96+3.8% | Added |
| Capital Advisors Inc | 2,646 | $731.0K | 0.02% | −102−3.7% | Reduced |
| Avantax Planning Partners, Inc. | 2,650 | $732.0K | 0.03% | +649+32.4% | Added |
| Trellis Advisors, LLC | 2,661 | $735.0K | 0.35% | −8−0.3% | Reduced |
| WealthPLAN Partners, LLC | 2,997 | $735.0K | 0.05% | +766+34.3% | Added |
| Physicians Financial Services, Inc. | 2,668 | $737.0K | 0.27% | 00.0% | Unchanged |
| Steel Peak Wealth Management LLC | 2,670 | $738.0K | 0.04% | −555−17.2% | Reduced |
| Prio Wealth Limited Partnership | 2,671 | $738.0K | 0.02% | −107−3.9% | Reduced |
| Barrett Asset Management, LLC | 2,675 | $739.0K | 0.03% | +1,200+81.4% | Added |
| Wedmont Private Capital | 2,967 | $741.0K | 0.23% | +2,967 | New |
| E&G Advisors, LP | 2,700 | $746.0K | 0.19% | 00.0% | Unchanged |
| Barings LLC | 2,714 | $749.0K | 0.02% | −65−2.3% | Reduced |
| Taurus Asset Management, LLC | 2,720 | $751.0K | 0.07% | 00.0% | Unchanged |