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 $942.7B 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 | $942.7B |
| Q1 2026 | 4,391 | $712.9B |
| Q4 2025 | 4,452 | $843.2B |
| Q3 2025 | 3,904 | $583.5B |
| Q2 2025 | 3,914 | $610.1B |
| Q1 2025 | 3,928 | $688.4B |
| Q4 2024 | 3,913 | $602.9B |
| Q3 2024 | 3,666 | $687.4B |
| Q2 2024 | 3,571 | $707.0B |
| Q1 2024 | 3,465 | $607.2B |
| Q4 2023 | 3,276 | $457.2B |
| Q3 2023 | 2,978 | $421.9B |
| Q2 2023 | 2,818 | $366.7B |
| Q1 2023 | 2,619 | $269.7B |
| Q4 2022 | 2,672 | $288.4B |
| Q3 2022 | 2,489 | $256.1B |
| Q2 2022 | 2,450 | $255.6B |
| Q1 2022 | 2,349 | $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 |
|---|---|---|---|---|---|
| Tilia Fiduciary Partners, Inc. | 3,433 | $948.0K | 0.76% | +3,433 | New |
| Stewart & Patten Co LLC | 3,430 | $947.0K | 0.14% | 00.0% | Unchanged |
| Means Investment Co., Inc. | 3,425 | $946.0K | 0.17% | +193+6.0% | Added |
| Perfromance Wealth Partners, LLC | 3,419 | $944.0K | 0.04% | +3,419 | New |
| Independence Bank of Kentucky | 3,405 | $941.0K | 0.38% | −537−13.6% | Reduced |
| RDA Financial Network | 3,405 | $941.0K | 0.38% | +395+13.1% | Added |
| Perpetual Investment Management Ltd | 3,400 | $939.0K | 0.11% | 00.0% | Unchanged |
| Comprehensive Financial Consultants Institutional, Inc. | 3,747 | $939.0K | 0.60% | +3,747 | New |
| Rehmann Capital Advisory Group | 3,372 | $931.4K | 0.09% | −63−1.8% | Reduced |
| Proquility Private Wealth Partners, LLC | 3,849 | $922.0K | 0.32% | −593−13.3% | Reduced |
| Farmers & Merchants Trust Co of Long Beach | 3,325 | $918.0K | 0.22% | −800−19.4% | Reduced |
| Roman Butler Fullerton & Co | 3,321 | $917.0K | 0.41% | +10.0% | Added |
| AGF Investments LLC | 3,311 | $915.0K | 0.08% | +1,602+93.7% | Added |
| Mattern Wealth Management LLC | 3,300 | $912.0K | 0.27% | 00.0% | Unchanged |
| Salem Capital Management Inc | 3,294 | $910.0K | 0.47% | +100+3.1% | Added |
| Camden National Bank | 3,285 | $907.0K | 0.16% | +16+0.5% | Added |
| Aries Wealth Management | 3,273 | $904.0K | 0.34% | +158+5.1% | Added |
| Principle Wealth Partners LLC | 3,247 | $897.0K | 0.09% | +2+0.1% | Added |
| Arkadios Wealth Advisors | 3,247 | $897.0K | 0.12% | +186+6.1% | Added |
| Samalin Investment Counsel, LLC | 3,225 | $891.0K | 0.53% | +1,389+75.7% | Added |
| Front Barnett Associates LLC | 3,200 | $884.0K | 0.08% | −105−3.2% | Reduced |
| Kore Private Wealth LLC | 3,201 | $884.0K | 0.11% | +38+1.2% | Added |
| Scott & Selber, Inc. | 3,200 | $884.0K | 0.31% | +3,200 | New |
| Garrison Asset Management, LLC | 3,180 | $878.0K | 0.48% | −67−2.1% | Reduced |
| Northwest Quadrant Wealth Management, LLC | 3,173 | $876.0K | 0.24% | +7+0.2% | Added |
| Johnson Financial Group, Inc. | 3,169 | $875.0K | 0.06% | +166+5.5% | Added |
| Parcion Private Wealth LLC | 3,574 | $874.0K | 0.08% | −30−0.8% | Reduced |
| Caxton Associates LP | 3,143 | $868.0K | 0.11% | −1,810−36.5% | Reduced |
| Princeton Capital Management LLC | 3,137 | $867.0K | 0.25% | +24+0.8% | Added |
| Hotaling Investment Management, LLC | 3,128 | $864.0K | 0.30% | +242+8.4% | Added |
| Millennium Capital Advisors, LLC | 3,126 | $863.3K | 0.67% | +3,126 | New |
| Cape Cod Five Cents Savings Bank | 3,121 | $862.0K | 0.08% | −138−4.2% | Reduced |
| Burt Wealth Advisors | 3,113 | $860.0K | 0.28% | 00.0% | Unchanged |
| Bar Harbor Trust Services | 3,105 | $857.0K | 0.23% | −27−0.9% | Reduced |
| Bedell Frazier Investment Counseling, LLC | 3,100 | $856.0K | 0.21% | 00.0% | Unchanged |
| Proficio Capital Partners LLC | 3,092 | $854.0K | 0.12% | +49+1.6% | Added |
| ACG Wealth | 3,084 | $852.0K | 0.12% | −98−3.1% | Reduced |
| Bangor Savings Bank | 3,081 | $851.0K | 0.08% | −11−0.4% | Reduced |
| KRS Capital Management, LLC | 3,083 | $851.0K | 0.73% | +3,083 | New |
| Alyeska Investment Group, L.P. | 3,077 | $850.0K | 0.01% | −215,222−98.6% | Reduced |
| Grandfield & Dodd, LLC | 3,071 | $850.0K | 0.05% | 00.0% | Unchanged |
| Wealth Dimensions Group, Ltd. | 3,070 | $848.0K | 0.42% | −4−0.1% | Reduced |
| Capital Market Strategies LLC | 3,070 | $848.0K | 0.70% | +3,070 | New |
| Murphy, Middleton, Hinkle & Parker, Inc. | 3,068 | $847.0K | 0.45% | −58−1.9% | Reduced |
| Tectonic Advisors LLC | 3,062 | $846.0K | 0.15% | −27−0.9% | Reduced |
| IVC Wealth Advisors LLC | 3,058 | $845.0K | 0.54% | −435−12.5% | Reduced |
| West Branch Capital LLC | 3,058 | $845.0K | 0.36% | +548+21.8% | Added |
| Foster Dykema Cabot & Co Inc | 3,053 | $843.0K | 0.10% | 00.0% | Unchanged |
| TFG Advisers LLC | 3,050 | $842.0K | 0.37% | +3,050 | New |
| Tributary Capital Management, LLC | 3,015 | $833.0K | 0.06% | −90−2.9% | Reduced |
| Snowden Capital Advisors LLC | 3,008 | $831.0K | 0.04% | −5,800−65.8% | Reduced |
| Options Solutions, LLC | 3,000 | $829.0K | 0.75% | +3,000 | New |
| Redmont Wealth Advisors LLC | 3,000 | $829.0K | 0.92% | +3,000 | New |
| Allegheny Financial Group LTD | 2,999 | $828.0K | 0.33% | 00.0% | Unchanged |
| Buckhead Capital Management LLC | 2,992 | $826.0K | 0.17% | 00.0% | Unchanged |
| Carmichael Hill & Associates, Inc. | 2,979 | $823.0K | 0.42% | 00.0% | Unchanged |
| Patten Group, Inc. | 2,980 | $823.0K | 0.22% | +127+4.5% | Added |
| Larson Financial Group LLC | 2,979 | $823.0K | 0.13% | +1,582+113.2% | Added |
| Graves-Light Private Wealth Management, Inc. | 2,976 | $822.0K | 0.12% | +10.0% | Added |
| Pinnacle Wealth Planning Services, Inc. | 2,978 | $822.0K | 0.17% | +251+9.2% | Added |
| Frisch Financial Group, Inc. | 2,961 | $818.0K | 0.26% | +6+0.2% | Added |
| Investment Research & Advisory Group, Inc. | 2,957 | $817.0K | 0.50% | +562+23.5% | Added |
| Washington Trust Co | 2,951 | $816.0K | 0.03% | −755−20.4% | Reduced |
| Patron Partners Advisors, LLC | 2,949 | $815.0K | 0.53% | 00.0% | Unchanged |
| Accredited Investors Inc. | 2,937 | $811.0K | 0.07% | −141−4.6% | Reduced |
| DFPG Investments, LLC | 3,331 | $810.0K | 0.34% | 00.0% | Unchanged |
| Michael B. Yongue | 2,933 | $810.0K | 0.54% | 00.0% | Unchanged |
| Kingfisher Capital LLC | 2,926 | $808.0K | 0.19% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 2,911 | $804.0K | 0.05% | +163+5.9% | Added |
| Noesis Capital Mangement Corp | 2,909 | $804.0K | 0.16% | +300+11.5% | Added |
| Van Cleef Asset Management,Inc | 2,901 | $801.0K | 0.11% | −149−4.9% | Reduced |
| Exencial Wealth Advisors, LLC | 2,900 | $801.0K | 0.04% | +251+9.5% | Added |
| Pegasus Asset Management, Inc. | 2,896 | $800.0K | 0.33% | 00.0% | Unchanged |
| JSF Financial, LLC | 2,866 | $792.0K | 0.39% | +4+0.1% | Added |
| Cabot Wealth Management Inc | 2,865 | $791.0K | 0.10% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 2,852 | $787.8K | 0.26% | +43+1.5% | Added |
| American Investment Services, Inc. | 2,850 | $787.0K | 0.17% | 00.0% | Unchanged |
| Israel Discount Bank of New York | 2,845 | $786.0K | 0.49% | −1,384−32.7% | Reduced |
| Magnus Financial Group LLC | 2,845 | $786.0K | 0.15% | +405+16.6% | Added |
| Retirement Planning Co of New England, Inc. | 2,846 | $786.0K | 0.38% | +2,846 | New |
| Diversified Portfolios, Inc. | 2,842 | $785.0K | 0.19% | 00.0% | Unchanged |
| Cobblestone Capital Advisors LLC | 2,843 | $785.0K | 0.05% | +571+25.1% | Added |
| Crescent Grove Advisors, LLC | 2,834 | $783.0K | 0.07% | +250+9.7% | Added |
| Arrow Financial Corp | 2,833 | $782.0K | 0.09% | −52−1.8% | Reduced |
| Pure Financial Advisors, Inc. | 2,830 | $782.0K | 0.04% | +56+2.0% | Added |
| Xcel Wealth Management, LLC | 2,831 | $782.0K | 0.20% | +1,001+54.7% | Added |
| Wealthcare Advisory Partners LLC | 2,825 | $780.0K | 0.05% | +291+11.5% | Added |
| Forbes J M & Co LLP | 2,820 | $779.0K | 0.09% | +200+7.6% | Added |
| Patriot Investment Management Inc. | 2,819 | $778.0K | 0.07% | +10.0% | Added |
| Foundations Investment Advisors, LLC | 3,020 | $773.0K | 0.03% | +25+0.8% | Added |
| Guyasuta Investment Advisors Inc | 2,797 | $773.0K | 0.05% | 00.0% | Unchanged |
| Vigilare Wealth Management | 2,799 | $773.0K | 0.46% | +45+1.6% | Added |
| Capital Asset Advisory Services LLC | 2,800 | $773.0K | 0.08% | +90+3.3% | Added |
| Boston Common Asset Management, LLC | 2,789 | $770.0K | 0.03% | +151+5.7% | Added |
| Main Street Research LLC | 2,775 | $767.0K | 0.06% | +7+0.3% | Added |
| Sadoff Investment Management LLC | 2,765 | $764.0K | 0.04% | +15+0.5% | Added |
| 626 Financial, LLC | 2,766 | $764.0K | 0.47% | +2,766 | New |
| Peoples Bank | 2,757 | $762.0K | 0.38% | −20−0.7% | Reduced |
| CFM Wealth Partners LLC | 2,804 | $762.0K | 0.17% | +211+8.1% | Added |
| Puzo Michael J | 2,750 | $760.0K | 0.21% | −162−5.6% | Reduced |