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 |
|---|---|---|---|---|---|
| Mitchell Sinkler & Starr | 2,742 | $757.0K | 0.22% | −600−18.0% | Reduced |
| IFP Advisors, Inc | 2,725 | $757.0K | 0.01% | −579−17.5% | Reduced |
| Marathon Capital Management | 2,737 | $756.0K | 0.18% | −951−25.8% | Reduced |
| Altavista Wealth Management, Inc. | 2,734 | $755.0K | 0.15% | 00.0% | Unchanged |
| Thomas Story & Son LLC | 2,730 | $754.0K | 0.29% | 00.0% | Unchanged |
| SFMG, LLC | 2,724 | $752.0K | 0.07% | +78+2.9% | Added |
| Minot Wealth Management LLC | 2,722 | $752.0K | 0.14% | +142+5.5% | Added |
| Taurus Asset Management, LLC | 2,720 | $751.0K | 0.07% | 00.0% | Unchanged |
| Barings LLC | 2,714 | $749.0K | 0.02% | −65−2.3% | Reduced |
| E&G Advisors, LP | 2,700 | $746.0K | 0.19% | 00.0% | Unchanged |
| Wedmont Private Capital | 2,967 | $741.0K | 0.23% | +2,967 | New |
| Barrett Asset Management, LLC | 2,675 | $739.0K | 0.03% | +1,200+81.4% | Added |
| Steel Peak Wealth Management LLC | 2,670 | $738.0K | 0.04% | −555−17.2% | Reduced |
| Prio Wealth Limited Partnership | 2,671 | $738.0K | 0.02% | −107−3.9% | Reduced |
| Physicians Financial Services, Inc. | 2,668 | $737.0K | 0.27% | 00.0% | Unchanged |
| Trellis Advisors, LLC | 2,661 | $735.0K | 0.35% | −8−0.3% | Reduced |
| WealthPLAN Partners, LLC | 2,997 | $735.0K | 0.05% | +766+34.3% | Added |
| Avantax Planning Partners, Inc. | 2,650 | $732.0K | 0.03% | +649+32.4% | Added |
| Capital Advisors Inc | 2,646 | $731.0K | 0.02% | −102−3.7% | Reduced |
| Gerber Kawasaki Wealth & Investment Management | 2,644 | $730.0K | 0.06% | +96+3.8% | Added |
| Clear Investment Research, LLC | 2,627 | $726.0K | 1.11% | 00.0% | Unchanged |
| Archford Capital Strategies, LLC | 2,625 | $725.0K | 0.17% | +63+2.5% | Added |
| TCTC Holdings, LLC | 2,603 | $719.0K | 0.03% | −3−0.1% | Reduced |
| Cedar Brook Financial Partners, LLC | 2,598 | $717.0K | 0.18% | +340+15.1% | Added |
| Becker Capital Management Inc | 2,579 | $712.0K | 0.03% | −202−7.3% | Reduced |
| Monterey Private Wealth, Inc. | 2,576 | $712.0K | 0.35% | 00.0% | Unchanged |
| PDS Planning, Inc | 2,578 | $712.0K | 0.14% | +18+0.7% | Added |
| Benjamin Edwards Inc | 2,576 | $712.0K | 0.23% | +1,851+255.3% | Added |
| Lyell Wealth Management, LP | 2,575 | $711.0K | 0.08% | +19+0.7% | Added |
| Sunflower Bank, N.A. | 2,569 | $710.0K | 0.10% | −369−12.6% | Reduced |
| Atlas Brown,Inc. | 2,570 | $710.0K | 0.28% | 00.0% | Unchanged |
| Trustco Bank Corp N Y | 2,566 | $708.0K | 0.62% | +10+0.4% | Added |
| FourThought Financial, LLC | 2,558 | $707.0K | 0.09% | −229−8.2% | Reduced |
| Townsend Asset Management Corp | 2,543 | $702.0K | 0.34% | −20−0.8% | Reduced |
| BSW Wealth Partners | 2,539 | $701.0K | 0.18% | +225+9.7% | Added |
| Gotham Asset Management, LLC | 2,526 | $698.0K | 0.02% | −31,213−92.5% | Reduced |
| OmniStar Financial Group, Inc. | 2,526 | $697.0K | 0.71% | +2,426+2,426.0% | Added |
| Reilly Financial Advisors, LLC | 2,523 | $697.0K | 0.05% | +66+2.7% | Added |
| Triumph Capital Management | 2,519 | $696.0K | 0.30% | −1,111−30.6% | Reduced |
| Central Bank & Trust Co | 2,519 | $696.0K | 0.11% | −100−3.8% | Reduced |
| Regal Investment Advisors LLC | 2,519 | $696.0K | 0.06% | +136+5.7% | Added |
| Fieldpoint Private Securities, LLC | 2,517 | $695.0K | 0.14% | +135+5.7% | Added |
| Capstone Investment Advisors, LLC | 2,512 | $694.0K | 0.01% | −6,457−72.0% | Reduced |
| Alpha Omega Wealth Management LLC | 2,781 | $694.0K | 0.11% | 00.0% | Unchanged |
| Greatmark Investment Partners, Inc. | 2,507 | $692.0K | 0.12% | 00.0% | Unchanged |
| Stonnington Group, LLC | 2,635 | $691.0K | 0.15% | +535+25.5% | Added |
| Wesleyan Assurance Society | 2,500 | $690.0K | 0.08% | 00.0% | Unchanged |
| Merrion Investment Management Co, LLC | 2,500 | $690.0K | 0.51% | +500+25.0% | Added |
| Northstar Advisory Group, LLC | 2,499 | $690.0K | 0.41% | +2,499 | New |
| CoreCap Advisors, LLC | 2,492 | $688.0K | 0.05% | +2,492 | New |
| First Citizens Financial Corp | 2,482 | $686.0K | 0.50% | 00.0% | Unchanged |
| Personal Cfo Solutions, LLC | 2,480 | $685.0K | 0.13% | +292+13.3% | Added |
| Cornerstone Wealth Management, LLC | 2,477 | $685.0K | 0.07% | +290+13.3% | Added |
| LCNB Corp | 2,475 | $684.0K | 0.31% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 2,469 | $682.0K | 0.10% | −3,468−58.4% | Reduced |
| Veracity Capital LLC | 2,464 | $681.0K | 0.27% | −8−0.3% | Reduced |
| DMG Group, LLC | 2,874 | $680.0K | 0.59% | +2,874 | New |
| Linscomb & Williams, Inc. | 2,459 | $679.0K | 0.03% | +63+2.6% | Added |
| Kings Point Capital Management | 2,442 | $675.0K | 0.06% | +109+4.7% | Added |
| S.C. Financial Services, Inc. | 2,700 | $674.0K | 0.77% | +2,700 | New |
| Astoria Portfolio Advisors LLC. | 2,437 | $673.0K | 0.53% | +2,437 | New |
| Krane Funds Advisors LLC | 2,428 | $671.0K | 0.02% | +556+29.7% | Added |
| BCJ Capital Management, LLC | 2,425 | $670.0K | 0.06% | +684+39.3% | Added |
| McRae Capital Management Inc | 2,422 | $669.0K | 0.14% | −100−4.0% | Reduced |
| BTR Capital Management Inc | 2,418 | $668.0K | 0.08% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 2,411 | $667.0K | 0.19% | +2,411 | New |
| Capital Insight Partners, LLC | 2,411 | $666.0K | 0.14% | −190−7.3% | Reduced |
| Alan B. Lancz & Associates, Inc. | 2,406 | $665.0K | 0.58% | +2,406 | New |
| West Michigan Advisors, LLC | 2,403 | $664.0K | 0.49% | +2,403 | New |
| Sheets Smith Wealth Management | 2,399 | $663.0K | 0.08% | +10.0% | Added |
| J. W. Coons Advisors, LLC | 2,389 | $661.0K | 0.20% | −189−7.3% | Reduced |
| Rice Hall James & Associates, LLC | 2,390 | $660.0K | 0.02% | 00.0% | Unchanged |
| IFG Advisory, LLC | 2,392 | $660.0K | 0.06% | +399+20.0% | Added |
| Baxter Bros Inc | 2,385 | $659.0K | 0.10% | 00.0% | Unchanged |
| Compass Financial Advisors LLC | 2,381 | $658.0K | 0.72% | +2,381 | New |
| Essex LLC | 2,375 | $656.0K | 0.18% | 00.0% | Unchanged |
| Financial Enhancement Group LLC | 2,371 | $655.0K | 0.12% | +54+2.3% | Added |
| Marino, Stram & Associates LLC | 2,370 | $655.0K | 0.20% | +388+19.6% | Added |
| Quadrant Private Wealth Management, LLC | 2,366 | $654.0K | 0.24% | +10+0.4% | Added |
| Founders Financial Alliance, LLC | 2,364 | $653.0K | 0.26% | +35+1.5% | Added |
| Resonant Capital Advisors, LLC | 2,358 | $651.0K | 0.10% | +222+10.4% | Added |
| Sargent Investment Group, LLC | 2,349 | $649.0K | 0.15% | −80−3.3% | Reduced |
| Liberty Capital Management, Inc. | 2,350 | $649.0K | 0.18% | +50+2.2% | Added |
| Armor Investment Advisors, LLC | 2,337 | $646.0K | 0.36% | 00.0% | Unchanged |
| Centaurus Financial, Inc. | 2,324 | $642.0K | 0.05% | +343+17.3% | Added |
| Annex Advisory Services, LLC | 2,321 | $641.0K | 0.04% | +444+23.7% | Added |
| RB Capital Management, LLC | 2,317 | $640.0K | 0.20% | +10.0% | Added |
| Sonora Investment Management Group, LLC | 2,313 | $639.0K | 0.07% | +2,313 | New |
| Wealth Alliance | 2,312 | $638.0K | 0.13% | −963−29.4% | Reduced |
| Pendal Group Limited | 2,305 | $637.0K | 0.01% | −6,776−74.6% | Reduced |
| First National Bank of South Miami | 2,307 | $637.0K | 0.39% | −87−3.6% | Reduced |
| Westover Capital Advisors, LLC | 2,306 | $637.0K | 0.19% | 00.0% | Unchanged |
| Greenwich Wealth Management LLC | 2,293 | $633.0K | 0.05% | −101−4.2% | Reduced |
| Univest Financial Corp | 2,290 | $633.0K | 0.16% | 00.0% | Unchanged |
| Axiom Financial Strategies, LLC | 2,291 | $633.0K | 0.29% | 00.0% | Unchanged |
| Deroy & Devereaux Private Investment Counsel Inc | 2,273 | $628.0K | 0.05% | 00.0% | Unchanged |
| Fort Point Capital Partners LLC | 2,261 | $625.0K | 0.09% | −5−0.2% | Reduced |
| E Fund Management Co., Ltd. | 2,256 | $623.0K | 0.02% | −18−0.8% | Reduced |
| LGL Partners, LLC | 2,257 | $623.0K | 0.07% | 00.0% | Unchanged |
| MPS Loria Financial Planners, LLC | 2,254 | $622.0K | 0.25% | +10.0% | Added |