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 |
|---|---|---|---|---|---|
| Taylor Frigon Capital Management LLC | 7,998 | $2.21M | 0.69% | +15+0.2% | Added |
| Probity Advisors, Inc. | 7,991 | $2.21M | 0.44% | −533−6.3% | Reduced |
| Lynch & Associates | 7,957 | $2.20M | 0.52% | −500−5.9% | Reduced |
| Lowe Brockenbrough & Co Inc | 7,958 | $2.20M | 0.16% | 00.0% | Unchanged |
| CPWM, LLC | 9,506 | $2.20M | 0.17% | 00.0% | Unchanged |
| Ashfield Capital Partners, LLC | 7,939 | $2.19M | 0.14% | 00.0% | Unchanged |
| HighTower Trust Services, LTA | 7,918 | $2.19M | 0.21% | +7,918 | New |
| Harvest Fund Management Co., Ltd | 7,867 | $2.18M | 0.37% | +833+11.8% | Added |
| Valley National Advisers Inc | 7,895 | $2.18M | 0.40% | −158−2.0% | Reduced |
| Ameritas Advisory Services, LLC | 7,894 | $2.18M | 0.08% | +7,894 | New |
| Covington Capital Management | 7,857 | $2.17M | 0.07% | +18+0.2% | Added |
| Trust Asset Management LLC | 7,830 | $2.16M | 0.27% | 00.0% | Unchanged |
| Hills Bank & Trust Co | 7,827 | $2.16M | 0.30% | +236+3.1% | Added |
| Douglass Winthrop Advisors, LLC | 7,796 | $2.15M | 0.05% | 00.0% | Unchanged |
| Citizens & Northern Corp | 7,779 | $2.15M | 0.77% | −2,662−25.5% | Reduced |
| Trust Co of Vermont | 7,744 | $2.14M | 0.13% | +308+4.1% | Added |
| Wintrust Investments LLC | 7,727 | $2.13M | 0.20% | +7,727 | New |
| Proequities, Inc. | 7,694 | $2.13M | 0.12% | +170+2.3% | Added |
| Fiduciary Group LLC | 7,676 | $2.12M | 0.24% | −150−1.9% | Reduced |
| Towerpoint Wealth, LLC | 7,675 | $2.12M | 1.00% | +100+1.3% | Added |
| Wealthsource Partners, LLC | 7,609 | $2.10M | 0.17% | −117−1.5% | Reduced |
| Unigestion Holding SA | 7,600 | $2.10M | 0.09% | +374+5.2% | Added |
| Cladis Investment Advisory, LLC | 7,570 | $2.09M | 1.68% | +7,570 | New |
| Bender Robert & Associates | 9,044 | $2.09M | 0.60% | 00.0% | Unchanged |
| Bellevue Group AG | 7,552 | $2.09M | 0.02% | +7,552 | New |
| Dumont & Blake Investment Advisors LLC | 7,550 | $2.08M | 0.55% | 00.0% | Unchanged |
| Bray Capital Advisors | 7,545 | $2.08M | 0.51% | 00.0% | Unchanged |
| Metis Global Partners, LLC | 7,526 | $2.08M | 0.58% | +7,526 | New |
| Strategic Wealth Partners, Ltd. | 7,498 | $2.07M | 0.39% | +358+5.0% | Added |
| Ogorek Anthony Joseph | 7,499 | $2.07M | 0.88% | +7,349+4,899.3% | Added |
| Baldwin Investment Management, LLC | 7,492 | $2.07M | 0.54% | +535+7.7% | Added |
| Belpointe Asset Management LLC | 7,479 | $2.06M | 0.13% | +318+4.4% | Added |
| Commerzbank Aktiengesellschaft | 7,425 | $2.05M | 0.12% | +550+8.0% | Added |
| Sentry Investment Management LLC | 7,424 | $2.05M | 0.54% | +746+11.2% | Added |
| Horizon Kinetics Asset Management LLC | 7,386 | $2.04M | 0.05% | −1,000−11.9% | Reduced |
| Wunderlich Capital Managemnt | 7,384 | $2.04M | 0.91% | +90+1.2% | Added |
| DCM Advisors, LLC | 7,352 | $2.03M | 0.60% | +2,119+40.5% | Added |
| Myriad Asset Management Ltd. | 7,300 | $2.02M | 0.22% | 00.0% | Unchanged |
| Telos Capital Management, Inc. | 7,267 | $2.01M | 0.25% | −100−1.4% | Reduced |
| Wellington Shields Capital Management, LLC | 7,265 | $2.01M | 0.26% | +475+7.0% | Added |
| Pitcairn Co | 7,265 | $2.01M | 0.13% | +635+9.6% | Added |
| Carret Asset Management, LLC | 7,252 | $2.00M | 0.22% | 00.0% | Unchanged |
| Resources Investment Advisors, LLC. | 7,248 | $2.00M | 0.07% | +188+2.7% | Added |
| Brandywine Oak Private Wealth LLC | 7,231 | $2.00M | 0.22% | +200+2.8% | Added |
| Old North State Trust, LLC | 7,212 | $1.99M | 1.43% | −290−3.9% | Reduced |
| Bank of Hawaii | 7,213 | $1.99M | 0.10% | −133−1.8% | Reduced |
| Capital One Financial Corp | 7,210 | $1.99M | 0.24% | 00.0% | Unchanged |
| Winton Group Ltd | 7,167 | $1.98M | 0.12% | +2,429+51.3% | Added |
| TCI Wealth Advisors, Inc. | 7,139 | $1.97M | 0.29% | −441−5.8% | Reduced |
| Quadrant Capital Group LLC | 7,131 | $1.97M | 0.24% | +129+1.8% | Added |
| Hotchkis & Wiley Capital Management LLC | 7,100 | $1.96M | 0.01% | −2,000−22.0% | Reduced |
| Sym Financial Corp | 7,072 | $1.95M | 0.76% | −306−4.1% | Reduced |
| Axxcess Wealth Management, LLC | 7,041 | $1.95M | 0.15% | +7,041 | New |
| Vision Capital Management, Inc. | 7,036 | $1.94M | 0.29% | +10+0.1% | Added |
| Chicago Trust Co NA | 7,032 | $1.94M | 0.39% | +810+13.0% | Added |
| Institute for Wealth Management, LLC. | 7,032 | $1.94M | 0.32% | −48−0.7% | Reduced |
| Jackson Wealth Management, LLC | 6,967 | $1.92M | 0.24% | +6,967 | New |
| Capital Investment Advisory Services, LLC | 6,950 | $1.92M | 0.23% | +1,109+19.0% | Added |
| Quent Capital, LLC | 6,948 | $1.92M | 0.41% | +6,948 | New |
| Grove Bank & Trust | 6,941 | $1.92M | 0.37% | +184+2.7% | Added |
| BDO Wealth Advisors, LLC | 6,932 | $1.92M | 0.20% | +28+0.4% | Added |
| Zions Bancorporation, N.A. | 6,919 | $1.91M | 0.17% | +498+7.8% | Added |
| Sequoia Financial Advisors, LLC | 6,912 | $1.91M | 0.05% | +4,440+179.6% | Added |
| Ipswich Investment Management Co., Inc. | 6,907 | $1.91M | 0.45% | 00.0% | Unchanged |
| Venture Visionary Partners LLC | 6,955 | $1.91M | 0.12% | +54+0.8% | Added |
| Quantbot Technologies LP | 6,897 | $1.91M | 0.15% | −1,028−13.0% | Reduced |
| De Burlo Group Inc | 6,894 | $1.90M | 0.28% | 00.0% | Unchanged |
| Marble Harbor Investment Counsel, LLC | 6,890 | $1.90M | 0.22% | −100−1.4% | Reduced |
| Aft, Forsyth & Company, Inc. | 6,875 | $1.90M | 0.98% | −280−3.9% | Reduced |
| IAM Advisory, LLC | 7,298 | $1.90M | 0.75% | +110+1.5% | Added |
| Freedom Day Solutions, LLC | 6,872 | $1.90M | 0.76% | +72+1.1% | Added |
| Householder Group Estate & Retirement Specialist, LLC | 6,870 | $1.90M | 0.71% | +6,870 | New |
| Investment Partners, Ltd. | 6,817 | $1.88M | 0.77% | +1,006+17.3% | Added |
| First Hawaiian Bank | 6,787 | $1.87M | 0.06% | −2,160−24.1% | Reduced |
| Marshall Financial Group LLC | 6,782 | $1.87M | 0.69% | +554+8.9% | Added |
| United Capital Management of KS, Inc. | 6,759 | $1.87M | 0.70% | +107+1.6% | Added |
| CAPROCK Group, Inc. | 6,725 | $1.86M | 0.15% | +202+3.1% | Added |
| Lake Street Financial LLC | 6,691 | $1.85M | 0.33% | +2,029+43.5% | Added |
| Prelude Capital Management, LLC | 6,687 | $1.85M | 0.09% | +3,088+85.8% | Added |
| Cairn Investment Group, Inc. | 6,651 | $1.84M | 1.27% | −110−1.6% | Reduced |
| Cavalier Investments, LLC | 6,648 | $1.84M | 0.48% | −384−5.5% | Reduced |
| Appleton Partners Inc | 6,636 | $1.83M | 0.14% | −75−1.1% | Reduced |
| First Financial Corp | 6,634 | $1.83M | 1.12% | −273−4.0% | Reduced |
| ARS Wealth Advisors Group, LLC | 6,631 | $1.83M | 0.31% | +101+1.5% | Added |
| Truehand, Inc | 6,625 | $1.83M | 1.07% | −2,100−24.1% | Reduced |
| Aigen Investment Management, LP | 6,837 | $1.83M | 0.11% | +6,837 | New |
| Royal Harbor Partners, LLC | 6,598 | $1.82M | 1.16% | +192+3.0% | Added |
| Tower Bridge Advisors | 6,592 | $1.82M | 0.11% | −1,600−19.5% | Reduced |
| Clear Street Markets LLC | 6,583 | $1.82M | 0.16% | −7,121−52.0% | Reduced |
| Park Avenue Securities LLC | 6,570 | $1.81M | 0.03% | +948+16.9% | Added |
| Altium Wealth Management LLC | 6,551 | $1.81M | 0.12% | +1,212+22.7% | Added |
| Mechanics Bank Trust Department | 6,528 | $1.80M | 0.27% | −55−0.8% | Reduced |
| EP Wealth Advisors, LLC | 6,508 | $1.80M | 0.04% | +398+6.5% | Added |
| Peachtree Investment Partners, LLC | 6,501 | $1.80M | 0.75% | +1,304+25.1% | Added |
| Allen Investment Management LLC | 6,485 | $1.79M | 0.02% | +5,600+632.8% | Added |
| Boltwood Capital Management | 6,481 | $1.79M | 0.66% | +18+0.3% | Added |
| Fiduciary Trust Co | 6,410 | $1.77M | 0.03% | −146−2.2% | Reduced |
| Patten & Patten Inc | 6,365 | $1.76M | 0.12% | +59+0.9% | Added |
| Davis R M Inc | 6,365 | $1.76M | 0.04% | +190+3.1% | Added |
| Thoroughbred Financial Services, LLC | 6,360 | $1.76M | 0.37% | +271+4.5% | Added |