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 |
|---|---|---|---|---|---|
| Hendershot Investments Inc. | 4,198 | $1.16M | 0.18% | +4,198 | New |
| Beach Investment Counsel Inc | 4,185 | $1.16M | 0.15% | −25−0.6% | Reduced |
| CMG Global Holdings, LLC | 4,170 | $1.15M | 0.74% | −10−0.2% | Reduced |
| Formidable Asset Management, LLC | 4,222 | $1.15M | 0.22% | 00.0% | Unchanged |
| TAP Consulting, LLC | 4,158 | $1.15M | 0.26% | +134+3.3% | Added |
| Clean Yield Group | 4,139 | $1.14M | 0.38% | −150−3.5% | Reduced |
| Keudell/Morrison Wealth Management | 4,136 | $1.14M | 0.45% | −76−1.8% | Reduced |
| AXS Investments LLC | 4,120 | $1.14M | 0.27% | +4,120 | New |
| Ballentine Partners, LLC | 4,114 | $1.14M | 0.03% | +340+9.0% | Added |
| Woodward Diversified Capital, LLC | 4,100 | $1.13M | 0.67% | +14+0.3% | Added |
| Trust Co of Virginia | 4,095 | $1.13M | 0.11% | 00.0% | Unchanged |
| Chicago Partners Investment Group LLC | 4,809 | $1.13M | 0.08% | +57+1.2% | Added |
| Bourne Lent Asset Management Inc | 4,076 | $1.13M | 0.30% | 00.0% | Unchanged |
| RFG Advisory, LLC | 4,076 | $1.13M | 0.08% | +596+17.1% | Added |
| John G Ullman & Associates Inc | 4,072 | $1.13M | 0.15% | +17+0.4% | Added |
| Flagship Harbor Advisors, LLC | 4,068 | $1.12M | 0.11% | +304+8.1% | Added |
| Fundamentun, LLC | 4,061 | $1.12M | 0.18% | −536−11.7% | Reduced |
| Capital Square, LLC | 4,299 | $1.12M | 0.77% | +8+0.2% | Added |
| Oakworth Capital, Inc. | 4,054 | $1.12M | 0.10% | +207+5.4% | Added |
| MidWestOne Financial Group, Inc. | 4,049 | $1.12M | 0.23% | 00.0% | Unchanged |
| Credential Qtrade Securities Inc. | 4,046 | $1.12M | 0.08% | +3,890+2,493.6% | Added |
| First National Bank & Trust Co of Newtown | 4,034 | $1.11M | 0.21% | 00.0% | Unchanged |
| Lumature Wealth Partners, LLC | 4,033 | $1.11M | 0.43% | +164+4.2% | Added |
| Westwood Holdings Group Inc. | 4,029 | $1.11M | 0.01% | +119+3.0% | Added |
| Carlson Capital Management | 4,021 | $1.11M | 0.10% | +34+0.9% | Added |
| Ledyard National Bank | 4,019 | $1.11M | 0.11% | +9+0.2% | Added |
| Pictet North America Advisors SA | 4,000 | $1.10M | 0.11% | 00.0% | Unchanged |
| Powers Advisory Group, LLC | 4,001 | $1.10M | 0.78% | +4,001 | New |
| Vigilant Capital Management, LLC | 3,990 | $1.10M | 0.08% | 00.0% | Unchanged |
| NVWM, LLC | 3,974 | $1.10M | 0.34% | +360+10.0% | Added |
| Campion Asset Management LLC | 3,965 | $1.09M | 0.91% | 00.0% | Unchanged |
| Empowered Funds, LLC | 3,966 | $1.09M | 0.12% | +630+18.9% | Added |
| Cim Investment Mangement Inc | 3,952 | $1.09M | 0.33% | −69−1.7% | Reduced |
| NorthRock Partners, LLC | 3,943 | $1.09M | 0.08% | +1,166+42.0% | Added |
| First Citizens Bank & Trust Co | 3,941 | $1.09M | 0.04% | +679+20.8% | Added |
| S. R. Schill & Associates | 3,937 | $1.09M | 0.43% | −400−9.2% | Reduced |
| Laraway Financial Inc | 3,930 | $1.09M | 0.97% | +3,930 | New |
| Farmers National Bank | 3,919 | $1.08M | 0.36% | −633−13.9% | Reduced |
| Old Second National Bank of Aurora | 5,192 | $1.08M | 0.32% | +1,156+28.6% | Added |
| Marietta Investment Partners LLC | 3,910 | $1.08M | 0.23% | +100+2.6% | Added |
| Strategic Investment Advisors | 3,889 | $1.07M | 0.21% | +450+13.1% | Added |
| Capital Advisory Group Advisory Services, LLC | 3,886 | $1.07M | 0.47% | +102+2.7% | Added |
| Grimes & Company, Inc. | 3,882 | $1.07M | 0.05% | 00.0% | Unchanged |
| Country Club Trust Company, n.a. | 3,870 | $1.07M | 0.08% | 00.0% | Unchanged |
| Kovack Advisors, Inc. | 3,866 | $1.07M | 0.10% | −251−6.1% | Reduced |
| Stratos Wealth Advisors, LLC | 3,866 | $1.07M | 0.08% | +290+8.1% | Added |
| SlateStone Wealth, LLC | 3,864 | $1.07M | 0.23% | +1,105+40.1% | Added |
| Level Four Advisory Services, LLC | 3,861 | $1.07M | 0.08% | +601+18.4% | Added |
| Douglas Lane & Associates, LLC | 3,857 | $1.06M | 0.01% | +15+0.4% | Added |
| BCGM Wealth Management, LLC | 3,851 | $1.06M | 0.57% | 00.0% | Unchanged |
| Principal Street Partners, LLC | 3,837 | $1.06M | 0.26% | +3,837 | New |
| Seven Eight Capital, LP | 3,813 | $1.05M | 0.19% | +3,813 | New |
| Mayflower Financial Advisors, LLC | 3,805 | $1.05M | 0.14% | +21+0.6% | Added |
| Marcum Wealth, LLC | 3,800 | $1.05M | 0.15% | +11+0.3% | Added |
| NorthCrest Asset Manangement, LLC | 3,797 | $1.05M | 0.06% | +3,797 | New |
| Jackson, Grant Investment Advisers, Inc. | 3,794 | $1.05M | 0.53% | +10+0.3% | Added |
| Engineers Gate Manager LP | 3,787 | $1.05M | 0.05% | +2,801+284.1% | Added |
| VeraBank, N.A. | 3,782 | $1.04M | 0.53% | +236+6.7% | Added |
| Benjamin F. Edwards & Company, Inc. | 3,780 | $1.04M | 0.05% | −41−1.1% | Reduced |
| Steigerwald, Gordon & Koch Inc. | 3,779 | $1.04M | 0.16% | 00.0% | Unchanged |
| Vaughan David Investments LLC | 3,773 | $1.04M | 0.03% | 00.0% | Unchanged |
| Ti-Trust, Inc | 3,764 | $1.04M | 0.93% | +3,764 | New |
| Doyle Wealth Management | 3,752 | $1.04M | 0.07% | +76+2.1% | Added |
| Guardian Wealth Management, Inc. | 3,743 | $1.03M | 1.00% | +3,743 | New |
| Berkshire Asset Management LLC | 3,734 | $1.03M | 0.06% | −26−0.7% | Reduced |
| Knowledge Leaders Capital, LLC | 3,720 | $1.03M | 0.75% | +360+10.7% | Added |
| Blueshift Asset Management, LLC | 3,719 | $1.03M | 0.09% | −1,522−29.0% | Reduced |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 3,712 | $1.02M | 0.01% | −45−1.2% | Reduced |
| True North Advisors, LLC | 3,706 | $1.02M | 0.17% | +68+1.9% | Added |
| Asset Allocation & Management Company, LLC | 3,696 | $1.02M | 0.35% | +3,696 | New |
| Eidelman Virant Capital | 3,675 | $1.02M | 0.38% | +3,675 | New |
| AlphaStar Capital Management, LLC | 4,166 | $1.02M | 0.08% | +1,063+34.3% | Added |
| Endurance Wealth Management, Inc. | 3,673 | $1.01M | 0.11% | −2−0.1% | Reduced |
| EPG Wealth Management LLC | 3,671 | $1.01M | 0.36% | +119+3.4% | Added |
| First Foundation Advisors | 3,667 | $1.01M | 0.03% | +804+28.1% | Added |
| WMS Partners, LLC | 3,662 | $1.01M | 0.22% | +22+0.6% | Added |
| BLB&B Advisors, LLC | 3,661 | $1.01M | 0.07% | −5,630−60.6% | Reduced |
| Pennsylvania Capital Management Inc | 3,626 | $1.00M | 0.34% | 00.0% | Unchanged |
| Mystic Asset Management, Inc. | 3,623 | $1.00M | 0.47% | +3,623 | New |
| Trustmark National Bank Trust Department | 3,599 | $995.0K | 0.08% | +20+0.6% | Added |
| Eads & Heald Wealth Management | 3,598 | $994.0K | 0.43% | −100−2.7% | Reduced |
| Guardian Capital Advisors LP | 3,865 | $989.0K | 0.10% | −60−1.5% | Reduced |
| United Bank | 3,581 | $989.0K | 0.12% | 00.0% | Unchanged |
| JGP Global Gestao de Recursos Ltda. | 3,570 | $986.0K | 0.46% | −6−0.2% | Reduced |
| Great Diamond Partners, LLC | 3,570 | $986.0K | 0.25% | +106+3.1% | Added |
| Ironwood Investment Counsel, LLC | 3,566 | $985.0K | 0.23% | 00.0% | Unchanged |
| Hilltop Holdings Inc. | 3,564 | $984.0K | 0.10% | −313−8.1% | Reduced |
| Certified Advisory Corp | 3,560 | $983.0K | 0.22% | −175−4.7% | Reduced |
| Northcape Wealth Management, LLC | 3,560 | $983.0K | 0.33% | +3,560 | New |
| Strategy Asset Managers LLC | 3,514 | $971.0K | 0.25% | −686−16.3% | Reduced |
| Schechter Investment Advisors, LLC | 3,518 | $971.0K | 0.09% | +3,518 | New |
| Beacon Investment Advisory Services, Inc. | 3,513 | $970.0K | 0.04% | −441−11.2% | Reduced |
| CCM Investment Advisers LLC | 3,505 | $968.0K | 0.12% | −2,000−36.3% | Reduced |
| Agf Investments Inc. | 3,479 | $961.0K | 0.01% | +1,137+48.5% | Added |
| Evermay Wealth Management LLC | 3,475 | $960.0K | 0.17% | −21−0.6% | Reduced |
| Modera Wealth Management, LLC | 3,471 | $959.0K | 0.04% | +55+1.6% | Added |
| Bluefin Capital Management, LLC | 3,460 | $956.0K | 0.08% | +1,440+71.3% | Added |
| Nwam LLC | 3,454 | $954.0K | 0.08% | +23+0.7% | Added |
| Azzad Asset Management Inc | 3,449 | $952.7K | 0.13% | −134−3.7% | Reduced |
| Asahi Life Asset Management Co., Ltd. | 3,445 | $952.0K | 0.12% | −240−6.5% | Reduced |