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
- +285 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
- 89
- 686 more reduced
33 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 |
|---|---|---|---|---|---|
| RMB Capital Management, LLC | 6,344 | $1.75M | 0.05% | 00.0% | Unchanged |
| Avidian Wealth Solutions, LLC | 6,344 | $1.75M | 0.11% | +2,403+61.0% | Added |
| TKG Advisors, LLC | 6,325 | $1.75M | 1.38% | +6,325 | New |
| Bank Pictet & Cie (Asia) Ltd | 6,311 | $1.74M | 0.41% | +291+4.8% | Added |
| Smith, Moore & Co. | 6,308 | $1.74M | 0.24% | +341+5.7% | Added |
| Carl P. Sherr & Co., LLC | 6,258 | $1.73M | 1.05% | −328−5.0% | Reduced |
| Laurel Wealth Advisors, Inc. | 6,251 | $1.73M | 0.13% | +1,186+23.4% | Added |
| Market Street Wealth Management Advisors LLC | 6,238 | $1.72M | 0.56% | −1,149−15.6% | Reduced |
| R.m.sincerbeaux Capital Management LLC | 6,200 | $1.71M | 1.03% | +1,000+19.2% | Added |
| Brighton Jones LLC | 6,180 | $1.71M | 0.08% | +176+2.9% | Added |
| Confluence Wealth Services, Inc. | 6,143 | $1.70M | 0.55% | +6,143 | New |
| Ancora Advisors, LLC | 6,132 | $1.69M | 0.04% | −25−0.4% | Reduced |
| Oxler Private Wealth LLC | 6,120 | $1.69M | 0.70% | −80−1.3% | Reduced |
| Red Cedar Investment Management, LLC | 6,111 | $1.69M | 0.20% | 00.0% | Unchanged |
| Lloyd Park, LLC | 6,089 | $1.68M | 1.33% | +6,089 | New |
| GAM Holding AG | 6,071 | $1.68M | 0.07% | 00.0% | Unchanged |
| Kirr Marbach & Co LLC | 6,053 | $1.67M | 0.44% | 00.0% | Unchanged |
| NWK Group, Inc. | 6,052 | $1.67M | 0.62% | +6,052 | New |
| Mather Group, LLC. | 6,045 | $1.67M | 0.03% | +1,109+22.5% | Added |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 6,038 | $1.67M | 0.48% | +597+11.0% | Added |
| Mission Wealth Management, LP | 6,029 | $1.67M | 0.08% | +459+8.2% | Added |
| Silicon Valley Community Foundation | 6,015 | $1.66M | 0.11% | +6,015 | New |
| Andesa Financial Management Inc. | 5,966 | $1.65M | 0.81% | −22−0.4% | Reduced |
| Gardner Lewis Asset Management L P | 5,966 | $1.65M | 0.32% | +5,966 | New |
| Parthenon LLC | 5,962 | $1.65M | 0.23% | 00.0% | Unchanged |
| Welch Group, LLC | 5,944 | $1.64M | 0.10% | −188−3.1% | Reduced |
| KLCM Advisors, Inc. | 5,939 | $1.64M | 0.36% | +200+3.5% | Added |
| Boston Financial Mangement LLC | 5,898 | $1.63M | 0.06% | +65+1.1% | Added |
| Joel Isaacson & Co., LLC | 5,894 | $1.63M | 0.11% | +350+6.3% | Added |
| Galvin, Gaustad & Stein, LLC | 5,886 | $1.63M | 0.14% | +89+1.5% | Added |
| BCS Wealth Management | 5,874 | $1.62M | 0.58% | +926+18.7% | Added |
| Highview Capital Management LLC | 5,871 | $1.62M | 1.05% | +5,871 | New |
| Waddell & Associates, LLC | 5,860 | $1.62M | 0.26% | +657+12.6% | Added |
| Sabal Trust CO | 5,849 | $1.62M | 0.10% | −116−1.9% | Reduced |
| Somerville Kurt F | 5,810 | $1.60M | 0.22% | +55+1.0% | Added |
| First Business Financial Services, Inc. | 5,793 | $1.60M | 0.17% | +28+0.5% | Added |
| Hoylecohen, LLC | 5,772 | $1.59M | 0.13% | +110+1.9% | Added |
| StoneX Group Inc. | 5,759 | $1.59M | 0.18% | +162+2.9% | Added |
| Eqis Capital Management, Inc. | 5,754 | $1.59M | 0.12% | +2,638+84.7% | Added |
| U.S. Capital Wealth Advisors, LLC | 5,739 | $1.58M | 0.06% | +60+1.1% | Added |
| Motco | 5,729 | $1.58M | 0.10% | −384−6.3% | Reduced |
| Nicolet Bankshares Inc | 5,712 | $1.58M | 0.35% | +237+4.3% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 5,708 | $1.57M | 0.13% | −1,363−19.3% | Reduced |
| Chesapeake Wealth Management | 5,693 | $1.57M | 0.53% | −180−3.1% | Reduced |
| ZWJ Investment Counsel Inc | 5,695 | $1.57M | 0.08% | 00.0% | Unchanged |
| Brooks, Moore & Associates, Inc. | 5,673 | $1.57M | 0.92% | −128−2.2% | Reduced |
| Whittier Trust Co of Nevada Inc | 5,663 | $1.56M | 0.06% | +80+1.4% | Added |
| Philadelphia Trust Co | 5,650 | $1.56M | 0.11% | −500−8.1% | Reduced |
| KG&L Capital Management,LLC | 5,642 | $1.56M | 0.63% | +469+9.1% | Added |
| Quilter Plc | 5,728 | $1.56M | 0.04% | −1,389−19.5% | Reduced |
| Wealthspire Advisors, LLC | 5,626 | $1.55M | 0.03% | −825−12.8% | Reduced |
| Sippican Capital Advisors | 5,626 | $1.55M | 1.32% | −30−0.5% | Reduced |
| Legacy Wealth Asset Management, LLC | 5,602 | $1.55M | 0.52% | +372+7.1% | Added |
| Verdence Capital Advisors LLC | 5,546 | $1.53M | 0.18% | −44−0.8% | Reduced |
| Woodstock Corp | 5,534 | $1.53M | 0.16% | +10+0.2% | Added |
| Massmutual Trust Co FSB | 5,492 | $1.52M | 0.06% | +69+1.3% | Added |
| Ironwood Financial, llc | 5,489 | $1.52M | 0.42% | −10−0.2% | Reduced |
| Wealth Enhancement & Preservation of GA, LLC | 5,489 | $1.52M | 1.02% | +111+2.1% | Added |
| Affinity Capital Advisors, LLC | 5,485 | $1.51M | 0.46% | −77−1.4% | Reduced |
| Biltmore Family Office, LLC | 5,480 | $1.51M | 0.29% | +1,550+39.4% | Added |
| Lifeworks Advisors, LLC | 5,460 | $1.51M | 1.20% | +5,460 | New |
| Thompson Siegel & Walmsley LLC | 5,450 | $1.50M | 0.02% | 00.0% | Unchanged |
| Frontier Wealth Management LLC | 5,447 | $1.50M | 0.10% | +730+15.5% | Added |
| Engine No. 1 LLC | 5,443 | $1.50M | 0.31% | +1,171+27.4% | Added |
| First Horizon Advisors, Inc. | 5,415 | $1.49M | 0.05% | −311−5.4% | Reduced |
| Balentine LLC | 5,407 | $1.49M | 0.05% | +3,077+132.1% | Added |
| Tyler-Stone Wealth Management | 5,407 | $1.49M | 0.79% | +5,407 | New |
| DF Dent & Co Inc | 5,404 | $1.49M | 0.02% | −72−1.3% | Reduced |
| Strengthening Families & Communities, LLC | 5,405 | $1.49M | 1.14% | +5,405 | New |
| Van Strum & Towne Inc. | 5,400 | $1.49M | 0.54% | 00.0% | Unchanged |
| Americana Partners, LLC | 5,400 | $1.49M | 0.27% | +2,700+100.0% | Added |
| J.W. Cole Advisors, Inc. | 5,379 | $1.49M | 0.10% | +282+5.5% | Added |
| Wallington Asset Management, LLC | 5,336 | $1.47M | 0.22% | +150+2.9% | Added |
| Bellecapital International Ltd. | 5,330 | $1.47M | 0.42% | −22−0.4% | Reduced |
| Keebeck Wealth Management, LLC | 5,319 | $1.47M | 0.26% | +300+6.0% | Added |
| Wealth Management Associates, Inc. | 5,312 | $1.47M | 0.79% | −118−2.2% | Reduced |
| Orion Portfolio Solutions, LLC | 5,302 | $1.47M | 0.05% | +327+6.6% | Added |
| Ifrah Financial Services, Inc. | 5,289 | $1.46M | 0.39% | −5−0.1% | Reduced |
| MBB Public Markets I LLC | 5,263 | $1.45M | 0.03% | +5,263 | New |
| Hurlow Wealth Management Group, Inc. | 6,981 | $1.45M | 1.14% | +300+4.5% | Added |
| Clifford Swan Investment Counsel LLC | 5,234 | $1.45M | 0.05% | −70−1.3% | Reduced |
| Wealthquest Corp | 5,233 | $1.45M | 0.22% | −195−3.6% | Reduced |
| Compton Wealth Advisory Group, LLC | 5,208 | $1.44M | 0.62% | +875+20.2% | Added |
| Ballast, Inc. | 5,206 | $1.44M | 0.56% | −373−6.7% | Reduced |
| Moneta Group Investment Advisors LLC | 5,202 | $1.44M | 0.06% | +13+0.3% | Added |
| Woodmont Investment Counsel LLC | 5,196 | $1.44M | 0.18% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 5,186 | $1.43M | 0.51% | −180−3.4% | Reduced |
| Leavell Investment Management, Inc. | 5,180 | $1.43M | 0.10% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 5,179 | $1.43M | 0.22% | +509+10.9% | Added |
| Pantheon Investment Group, LLC | 5,155 | $1.43M | 1.12% | −68−1.3% | Reduced |
| Schulhoff & Co Inc | 5,175 | $1.43M | 0.59% | 00.0% | Unchanged |
| WNY Asset Management, LLC | 5,124 | $1.42M | 0.42% | +100+2.0% | Added |
| Simmons Bank | 5,119 | $1.41M | 0.10% | −277−5.1% | Reduced |
| Peddock Capital Advisors, LLC | 5,116 | $1.41M | 0.47% | 00.0% | Unchanged |
| Consilium Wealth Advisory, LLC | 5,116 | $1.41M | 0.92% | +5,116 | New |
| Bridge Creek Capital Management LLC | 5,110 | $1.41M | 0.48% | +35+0.7% | Added |
| West Chester Capital Advisors, Inc | 5,109 | $1.41M | 0.97% | +89+1.8% | Added |
| Ashton Thomas Private Wealth, LLC | 5,089 | $1.41M | 0.14% | +2,504+96.9% | Added |
| Valmark Advisers, Inc. | 5,080 | $1.40M | 0.02% | +1,463+40.4% | Added |
| Ritholtz Wealth Management | 5,068 | $1.40M | 0.09% | +1,009+24.9% | Added |