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 |
|---|---|---|---|---|---|
| American Trust | 2,244 | $620.0K | 0.05% | +2,244 | New |
| M&R Capital Management Inc | 2,242 | $619.0K | 0.13% | +81+3.7% | Added |
| Csenge Advisory Group | 2,675 | $618.0K | 0.05% | −1,655−38.2% | Reduced |
| Geller Advisors LLC | 2,236 | $618.0K | 0.12% | +71+3.3% | Added |
| Amica Retiree Medical Trust | 2,234 | $617.0K | 0.52% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 2,232 | $616.0K | 0.15% | −54−2.4% | Reduced |
| Westhampton Capital, LLC | 2,229 | $616.0K | 0.38% | 00.0% | Unchanged |
| Childress Capital Advisors, LLC | 2,231 | $616.0K | 0.25% | +57+2.6% | Added |
| Security Financial Services, INC. | 2,229 | $616.0K | 0.21% | +2,229 | New |
| Monument Capital Management | 2,223 | $614.0K | 0.19% | +106+5.0% | Added |
| Verition Fund Management LLC | 2,212 | $611.0K | 0.01% | −825−27.2% | Reduced |
| Tempus Wealth Planning, LLC | 2,212 | $611.0K | 0.33% | 00.0% | Unchanged |
| Greenspring Advisors, LLC | 2,208 | $610.0K | 0.16% | +2,208 | New |
| Fruth Investment Management | 2,203 | $608.0K | 0.17% | 00.0% | Unchanged |
| Camelot Portfolios, LLC | 2,200 | $608.0K | 0.25% | +2,200 | New |
| BerganKDV Wealth Management, LLC | 2,188 | $605.0K | 0.06% | +26+1.2% | Added |
| Marco Investment Management LLC | 2,192 | $605.0K | 0.06% | +92+4.4% | Added |
| CVA Family Office, LLC | 2,191 | $605.0K | 0.15% | +1,105+101.7% | Added |
| Bill Few Associates, Inc. | 2,184 | $603.0K | 0.31% | +2,184 | New |
| Congress Wealth Management LLC | 2,172 | $600.0K | 0.01% | +2,172 | New |
| Bridgeworth, LLC | 2,170 | $599.0K | 0.13% | +5+0.2% | Added |
| NCM Capital Management, LLC | 2,165 | $598.0K | 0.53% | +2,165 | New |
| Shulman DeMeo Asset Management LLC | 2,157 | $596.0K | 0.16% | +156+7.8% | Added |
| Graypoint LLC | 2,159 | $596.0K | 0.06% | +281+15.0% | Added |
| Concord Wealth Partners | 2,153 | $595.0K | 0.15% | +844+64.5% | Added |
| Unionview, LLC | 2,151 | $594.0K | 0.56% | +2,151 | New |
| Laurion Capital Management LP | 2,147 | $593.0K | 0.01% | −121,435−98.3% | Reduced |
| Pavion Blue Capital, LLC | 2,143 | $592.0K | 0.34% | 00.0% | Unchanged |
| Marshall Wace, LLP | 2,137 | $591.0K | 0.00% | −151,748−98.6% | Reduced |
| Sage Rhino Capital LLC | 2,138 | $591.0K | 0.17% | −12−0.6% | Reduced |
| Jackson Creek Investment Advisors LLC | 2,137 | $590.0K | 0.21% | −13−0.6% | Reduced |
| Cedar Wealth Management, LLC | 2,132 | $589.0K | 0.24% | +242+12.8% | Added |
| DRW Securities, LLC | 2,129 | $588.0K | 0.05% | +2,129 | New |
| Hedeker Wealth, LLC | 2,126 | $587.0K | 0.17% | +8+0.4% | Added |
| Sigma Investment Counselors Inc | 2,122 | $586.0K | 0.04% | +81+4.0% | Added |
| Pointe Capital Management LLC | 2,104 | $581.0K | 0.37% | −104−4.7% | Reduced |
| Visionary Wealth Advisors | 2,099 | $580.0K | 0.05% | +26+1.3% | Added |
| Cross Staff Investments Inc | 2,100 | $580.0K | 0.52% | +2,100 | New |
| Calton & Associates, Inc. | 2,097 | $579.0K | 0.15% | −386−15.5% | Reduced |
| Adell Harriman & Carpenter Inc | 2,093 | $578.1K | 0.05% | −5,463−72.3% | Reduced |
| SP Asset Management | 2,329 | $578.0K | 0.06% | +9+0.4% | Added |
| Aveo Capital Partners, LLC | 2,093 | $578.0K | 0.10% | −27−1.3% | Reduced |
| Fort Sheridan Advisors LLC | 2,092 | $578.0K | 0.17% | +310+17.4% | Added |
| InterOcean Capital Group, LLC | 2,076 | $573.0K | 0.03% | −773−27.1% | Reduced |
| Wealthspan Partners, LLC | 2,074 | $573.0K | 0.51% | +2,074 | New |
| Draper Asset Management, LLC | 2,061 | $569.0K | 0.47% | −5−0.2% | Reduced |
| Moseley Investment Management Inc | 2,056 | $568.0K | 0.26% | 00.0% | Unchanged |
| Close Asset Management Ltd | 2,049 | $566.0K | 0.02% | −190−8.5% | Reduced |
| Wilkins Investment Counsel Inc | 2,050 | $566.0K | 0.12% | 00.0% | Unchanged |
| McKinley Carter Wealth Services, Inc. | 2,048 | $566.0K | 0.04% | +2+0.1% | Added |
| Vivaldi Capital Management, LLC | 2,045 | $565.0K | 0.13% | +6+0.3% | Added |
| Lebenthal Global Advisors, LLC | 2,034 | $561.0K | 0.23% | +2,034 | New |
| Intellectus Partners, LLC | 2,027 | $560.0K | 0.14% | +83+4.3% | Added |
| Golden Green, Inc. | 2,023 | $559.0K | 0.45% | +442+28.0% | Added |
| Morris Financial Concepts, Inc. | 2,019 | $558.0K | 0.47% | +2,019 | New |
| Ausdal Financial Partners, Inc. | 2,016 | $557.0K | 0.07% | −90−4.3% | Reduced |
| Archer Investment Corp | 2,011 | $555.6K | 0.19% | −10−0.5% | Reduced |
| Navalign, LLC | 2,011 | $555.0K | 0.22% | −150−6.9% | Reduced |
| Opus Capital Group, LLC | 2,010 | $555.0K | 0.11% | +3+0.1% | Added |
| Wealth Management Partners, LLC | 2,000 | $554.0K | 0.38% | −177−8.1% | Reduced |
| First Farmers & Merchants Bank / Trust | 2,005 | $554.0K | 0.55% | +2,005 | New |
| Roundview Capital LLC | 2,003 | $553.0K | 0.06% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 2,002 | $553.0K | 0.35% | 00.0% | Unchanged |
| LeJeune Puetz Investment Counsel LLC | 2,000 | $552.0K | 0.19% | −242−10.8% | Reduced |
| Mark Stevens | 1,997 | $552.0K | 0.06% | −102−4.9% | Reduced |
| Cannell Peter B & Co Inc | 2,000 | $552.0K | 0.02% | 00.0% | Unchanged |
| Drexel Morgan & Co. | 2,000 | $552.0K | 0.16% | 00.0% | Unchanged |
| Heritage Investment Group, Inc. | 2,000 | $552.0K | 0.43% | +2,000 | New |
| UBP Investment Advisors SA | 2,000 | $550.0K | 0.20% | 00.0% | Unchanged |
| Cornerstone Advisory, LLC | 1,986 | $549.0K | 0.08% | −985−33.2% | Reduced |
| Gladstone Institutional Advisory LLC | 1,985 | $548.0K | 0.04% | −2,837−58.8% | Reduced |
| David Loasby | 1,982 | $548.0K | 0.07% | −723−26.7% | Reduced |
| Baker Avenue Asset Management, LP | 1,985 | $548.0K | 0.03% | +776+64.2% | Added |
| Traphagen Investment Advisors LLC | 8,941 | $547.1K | 0.09% | +677+8.2% | Added |
| Next Capital Management LLC | 1,975 | $546.0K | 0.38% | 00.0% | Unchanged |
| Pluribus Labs, LLC | 1,978 | $546.0K | 0.58% | +1,978 | New |
| Abacus Planning Group, Inc. | 1,970 | $544.0K | 0.15% | +91+4.8% | Added |
| Destination Wealth Management | 1,971 | $544.0K | 0.02% | +856+76.8% | Added |
| WoodTrust Financial Corp | 1,962 | $542.0K | 0.11% | +300+18.1% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 1,958 | $541.0K | 0.00% | +11+0.6% | Added |
| Brave Asset Management Inc | 1,951 | $539.0K | 0.15% | 00.0% | Unchanged |
| Riverview Trust Co | 1,945 | $537.0K | 0.32% | 00.0% | Unchanged |
| Krilogy Financial LLC | 1,941 | $536.0K | 0.05% | −237−10.9% | Reduced |
| Telemus Capital, LLC | 1,940 | $536.0K | 0.04% | +12+0.6% | Added |
| Juncture Wealth Strategies, LLC | 1,938 | $535.0K | 0.25% | −100−4.9% | Reduced |
| FORA Capital, LLC | 1,932 | $534.0K | 0.21% | −11,636−85.8% | Reduced |
| Hudson Value Partners, LLC | 1,934 | $534.0K | 0.26% | +300+18.4% | Added |
| Brown, Lisle/Cummings, Inc. | 1,933 | $533.9K | 0.27% | +1,933 | New |
| PSI Advisors, LLC | 1,930 | $533.0K | 0.22% | −225−10.4% | Reduced |
| Procyon Private Wealth Partners, LLC | 1,930 | $533.0K | 0.11% | −96−4.7% | Reduced |
| Webster Bank, N. A. | 1,930 | $533.0K | 0.06% | +122+6.7% | Added |
| Delphia (USA) Inc. | 1,927 | $532.0K | 0.57% | +1,927 | New |
| SevenBridge Financial Group, LLC | 1,919 | $530.0K | 0.16% | −21−1.1% | Reduced |
| Gleason Group, Inc. | 1,917 | $530.0K | 0.17% | +7+0.4% | Added |
| Dynamic Technology Lab Private Ltd | 1,914 | $529.0K | 0.06% | +959+100.4% | Added |
| New Jersey Better Educational Savings Trust | 1,908 | $527.0K | 1.17% | −350−15.5% | Reduced |
| Platform Technology Partners | 1,909 | $527.0K | 0.23% | −53−2.7% | Reduced |
| Sather Financial Group Inc | 1,905 | $526.0K | 0.05% | +350+22.5% | Added |
| AlphaMark Advisors, LLC | 1,900 | $525.0K | 0.18% | −110−5.5% | Reduced |
| Koss-Olinger Consulting, LLC | 1,896 | $524.0K | 0.08% | −108−5.4% | Reduced |