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 |
|---|---|---|---|---|---|
| Cerro Pacific Wealth Advisors LLC | 5,050 | $1.40M | 0.88% | +356+7.6% | Added |
| High Net Worth Advisory Group LLC | 5,039 | $1.39M | 0.49% | +5,039 | New |
| Financial Advisory Service, Inc. | 5,026 | $1.39M | 0.13% | −16−0.3% | Reduced |
| Lokken Investment Group LLC | 5,006 | $1.38M | 0.99% | +388+8.4% | Added |
| Meritage Portfolio Management | 5,000 | $1.38M | 0.08% | −222−4.3% | Reduced |
| Ropes Wealth Advisors LLC | 4,963 | $1.37M | 0.24% | −11−0.2% | Reduced |
| Alaethes Wealth LLC | 4,955 | $1.37M | 0.86% | +503+11.3% | Added |
| Radnor Capital Management, LLC | 4,958 | $1.37M | 0.34% | +4,958 | New |
| Qtron Investments LLC | 4,939 | $1.36M | 0.31% | 00.0% | Unchanged |
| Mengis Capital Management, Inc. | 4,939 | $1.36M | 0.26% | +6+0.1% | Added |
| Mount Yale Investment Advisors, LLC | 4,935 | $1.36M | 0.14% | +2,228+82.3% | Added |
| Suncoast Equity Management | 4,915 | $1.36M | 0.17% | +25+0.5% | Added |
| StrategIQ Financial Group, LLC | 4,912 | $1.36M | 0.14% | +743+17.8% | Added |
| Lumbard & Kellner, LLC | 5,519 | $1.35M | 0.51% | 00.0% | Unchanged |
| Northern Oak Wealth Management Inc | 4,903 | $1.35M | 0.15% | −20.0% | Reduced |
| Edgestream Partners, L.P. | 4,898 | $1.35M | 0.08% | −39,692−89.0% | Reduced |
| Equitable Holdings, Inc. | 4,887 | $1.35M | 0.02% | +608+14.2% | Added |
| HC Advisors, LLC | 4,867 | $1.34M | 0.82% | +4+0.1% | Added |
| Hanson & Doremus Investment Management | 4,862 | $1.34M | 0.29% | −101−2.0% | Reduced |
| Kenfarb & Co. | 4,860 | $1.34M | 0.98% | +4,860 | New |
| Beaton Management Co. Inc. | 4,858 | $1.34M | 0.80% | −85−1.7% | Reduced |
| Apollon Wealth Management, LLC | 4,846 | $1.34M | 0.11% | +2,350+94.2% | Added |
| BOK Financial Private Wealth, Inc. | 4,843 | $1.34M | 0.09% | +483+11.1% | Added |
| Dynamic Advisor Solutions LLC | 4,826 | $1.33M | 0.10% | −133−2.7% | Reduced |
| Folger Nolan Fleming Douglas Capital Management, Inc | 4,822 | $1.33M | 0.15% | 00.0% | Unchanged |
| Koshinski Asset Management, Inc. | 4,811 | $1.33M | 0.11% | +54+1.1% | Added |
| Gratus Capital LLC | 4,766 | $1.32M | 0.12% | +109+2.3% | Added |
| Stiles Financial Services Inc | 4,735 | $1.31M | 0.63% | +4,735 | New |
| Sandy Spring Bank | 4,730 | $1.31M | 0.06% | −151−3.1% | Reduced |
| Moloney Securities Asset Management, LLC | 4,729 | $1.31M | 0.22% | −12,773−73.0% | Reduced |
| American Money Management, LLC | 4,723 | $1.30M | 0.34% | +128+2.8% | Added |
| Harrison & Co Wealth Management, LLC | 4,720 | $1.30M | 1.10% | +4,720 | New |
| Range Financial Group LLC | 4,711 | $1.30M | 0.86% | −116−2.4% | Reduced |
| Thomasville National Bank | 4,704 | $1.30M | 0.12% | +648+16.0% | Added |
| Silvercrest Asset Management Group LLC | 4,690 | $1.29M | 0.01% | +7+0.1% | Added |
| Haverford Trust Co | 4,688 | $1.29M | 0.01% | +297+6.8% | Added |
| West Family Investments, Inc. | 4,675 | $1.29M | 0.36% | −1,250−21.1% | Reduced |
| Clare Market Investments LLC | 4,670 | $1.29M | 0.36% | −134−2.8% | Reduced |
| Vectors Research Management, LLC | 4,666 | $1.29M | 0.27% | +36+0.8% | Added |
| HNP Capital LLC | 4,666 | $1.29M | 0.29% | +36+0.8% | Added |
| V Wealth Advisors LLC | 4,644 | $1.28M | 0.19% | −93−2.0% | Reduced |
| Planned Solutions, Inc. | 4,640 | $1.28M | 0.88% | +4,640 | New |
| Advisors Capital Management, LLC | 4,636 | $1.28M | 0.03% | +236+5.4% | Added |
| Independent Financial Group, LLC | 4,626 | $1.28M | 0.11% | +3,115+206.2% | Added |
| 9258 Wealth Management, LLC | 4,622 | $1.28M | 0.29% | −64−1.4% | Reduced |
| Buffington Mohr McNeal | 4,620 | $1.28M | 0.22% | 00.0% | Unchanged |
| ARGA Investment Management, LP | 4,606 | $1.27M | 0.08% | −19−0.4% | Reduced |
| First Dallas Securities Inc. | 4,600 | $1.27M | 0.83% | 00.0% | Unchanged |
| Ascent Group, LLC | 5,228 | $1.27M | 0.16% | +5,228 | New |
| CSM Advisors, LLC | 4,597 | $1.27M | 0.09% | +90+2.0% | Added |
| GraniteShares Advisors LLC | 4,600 | $1.27M | 0.59% | +4,600 | New |
| Latitude Advisors, LLC | 4,596 | $1.27M | 0.35% | +344+8.1% | Added |
| Chatham Capital Group, Inc. | 4,587 | $1.27M | 0.23% | +130+2.9% | Added |
| Cornerstone National Bank & Trust Co | 4,580 | $1.27M | 0.55% | −20.0% | Reduced |
| Baker Tilly Wealth Management, LLC | 4,578 | $1.26M | 0.14% | +116+2.6% | Added |
| Change Path, LLC | 4,572 | $1.26M | 0.06% | −195−4.1% | Reduced |
| Gilman Hill Asset Management, LLC | 4,571 | $1.26M | 0.28% | 00.0% | Unchanged |
| Lombard Odier Asset Management (Switzerland) SA | 4,546 | $1.26M | 0.08% | +4,546 | New |
| Great Lakes Advisors, LLC | 4,544 | $1.25M | 0.02% | −320−6.6% | Reduced |
| Smith, Salley & Associates | 4,536 | $1.25M | 0.09% | −227−4.8% | Reduced |
| Argent Advisors, Inc. | 4,531 | $1.25M | 0.67% | 00.0% | Unchanged |
| Financial Advocates Investment Management | 4,533 | $1.25M | 0.09% | +29+0.6% | Added |
| Dearborn Partners LLC | 4,494 | $1.24M | 0.04% | 00.0% | Unchanged |
| Meristem Family Wealth, LLC | 4,484 | $1.24M | 0.11% | +148+3.4% | Added |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 4,478 | $1.24M | 0.06% | +1,121+33.4% | Added |
| Boston Research & Management Inc | 4,473 | $1.24M | 0.34% | 00.0% | Unchanged |
| Stokes Family Office, LLC | 4,462 | $1.23M | 0.15% | +64+1.5% | Added |
| Gilbert & Cook, Inc. | 4,437 | $1.23M | 0.20% | +608+15.9% | Added |
| Humankind Investments LLC | 4,431 | $1.22M | 0.49% | +564+14.6% | Added |
| Pictet & Cie (Europe) SA | 4,433 | $1.22M | 0.04% | +1,986+81.2% | Added |
| Western Wealth Management, LLC | 4,402 | $1.22M | 0.12% | +4,402 | New |
| West Paces Advisors Inc. | 4,389 | $1.21M | 0.38% | −80−1.8% | Reduced |
| Capital CS Group, LLC | 4,385 | $1.21M | 0.95% | +4,385 | New |
| Robertson Stephens Wealth Management, LLC | 4,381 | $1.21M | 0.10% | +3,445+368.1% | Added |
| Community Bank, N.A. | 4,375 | $1.21M | 0.14% | +130+3.1% | Added |
| Berkshire Bank | 4,339 | $1.20M | 0.27% | 00.0% | Unchanged |
| Adirondack Trust Co | 4,333 | $1.20M | 0.57% | −1,192−21.6% | Reduced |
| CRA Financial Services, LLC | 4,329 | $1.20M | 0.36% | 00.0% | Unchanged |
| Regent Investment Management LLC | 4,330 | $1.20M | 0.26% | +150+3.6% | Added |
| CX Institutional | 4,323 | $1.19M | 0.09% | +88+2.1% | Added |
| Boston Trust Walden Corp | 4,318 | $1.19M | 0.01% | 00.0% | Unchanged |
| Howland Capital Management LLC | 4,318 | $1.19M | 0.06% | +25+0.6% | Added |
| Strategic Wealth Designers | 4,311 | $1.19M | 0.31% | +3,438+393.8% | Added |
| Strategic Blueprint, LLC | 4,308 | $1.19M | 0.15% | +1,312+43.8% | Added |
| Columbia Asset Management | 4,289 | $1.19M | 0.24% | 00.0% | Unchanged |
| Fukoku Mutual Life Insurance Co | 4,290 | $1.19M | 0.09% | +50+1.2% | Added |
| Legacy Private Trust Co. | 4,285 | $1.18M | 0.09% | +200+4.9% | Added |
| Lattice Capital Management, LLC | 4,277 | $1.18M | 1.22% | +4,277 | New |
| First Heartland Consultants, Inc. | 4,272 | $1.18M | 0.16% | −43−1.0% | Reduced |
| HT Partners LLC | 4,272 | $1.18M | 0.34% | 00.0% | Unchanged |
| Blackhawk Capital Partners LLC. | 4,259 | $1.18M | 0.71% | 00.0% | Unchanged |
| City State Bank | 4,258 | $1.18M | 0.72% | +4,258 | New |
| Blodgett Wealth Advisors, LLC | 4,237 | $1.17M | 0.92% | +4,237 | New |
| Knights of Columbus Asset Advisors LLC | 4,229 | $1.17M | 0.09% | +1,032+32.3% | Added |
| Bard Financial Services, Inc. | 4,215 | $1.16M | 0.09% | 00.0% | Unchanged |
| Clear Perspective Advisors, LLC | 4,211 | $1.16M | 0.35% | −50−1.2% | Reduced |
| Barr E S & Co | 4,212 | $1.16M | 0.08% | −13−0.3% | Reduced |
| NSI Retail Advisors, LLC | 4,207 | $1.16M | 0.19% | 00.0% | Unchanged |
| Meridian Wealth Advisors, LLC | 4,205 | $1.16M | 0.28% | +20.0% | Added |
| Coastal Investment Advisors, Inc. | 4,208 | $1.16M | 0.26% | +16+0.4% | Added |