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 |
|---|---|---|---|---|---|
| Pettyjohn, Wood & White, Inc | 1,896 | $524.0K | 0.11% | 00.0% | Unchanged |
| Stonebridge Capital Advisors LLC | 1,897 | $524.0K | 0.06% | +26+1.4% | Added |
| Spears Abacus Advisors LLC | 1,895 | $523.0K | 0.04% | 00.0% | Unchanged |
| PBMares Wealth Management LLC | 1,889 | $522.0K | 0.22% | 00.0% | Unchanged |
| Arete Wealth Advisors, LLC | 1,887 | $520.0K | 0.04% | +515+37.5% | Added |
| Atticus Wealth Management, LLC | 1,879 | $519.0K | 0.20% | +1+0.1% | Added |
| Asset Dedication, LLC | 1,883 | $519.0K | 0.06% | +271+16.8% | Added |
| Blueprint Investment Partners LLC | 1,874 | $517.6K | 0.13% | +723+62.8% | Added |
| Good Life Advisors, LLC | 1,867 | $516.0K | 0.06% | +229+14.0% | Added |
| Kistler-Tiffany Companies, LLC | 1,869 | $516.0K | 0.10% | +593+46.5% | Added |
| Investors Research Corp | 1,864 | $515.0K | 0.16% | 00.0% | Unchanged |
| LBMC Investment Advisors, LLC | 1,860 | $514.0K | 0.04% | −3,432−64.9% | Reduced |
| Hamilton Point Investment Advisors, LLC | 1,862 | $514.0K | 0.12% | 00.0% | Unchanged |
| St Germain D J Co Inc | 1,862 | $514.0K | 0.03% | +275+17.3% | Added |
| Aaron Wealth Advisors | 1,863 | $514.0K | 0.14% | +490+35.7% | Added |
| MSH Capital Advisors LLC | 1,850 | $511.0K | 0.23% | +1,850 | New |
| Alera Investment Advisors, LLC | 1,836 | $507.0K | 0.14% | −577−23.9% | Reduced |
| Keel Point, LLC | 1,834 | $507.0K | 0.07% | −107−5.5% | Reduced |
| Winthrop Advisory Group LLC | 1,834 | $507.0K | 0.10% | +4+0.2% | Added |
| YHB Investment Advisors, Inc. | 1,829 | $505.0K | 0.04% | 00.0% | Unchanged |
| Corundum Group, Inc. | 1,825 | $504.0K | 0.33% | +80+4.6% | Added |
| One Capital Management, LLC | 1,827 | $504.0K | 0.04% | +1,827 | New |
| Simplify Asset Management Inc. | 1,826 | $504.0K | 0.06% | +1,826 | New |
| BHK Investment Advisors, LLC | 1,822 | $503.0K | 0.20% | +4+0.2% | Added |
| 180 Wealth Advisors, LLC | 2,064 | $502.0K | 0.11% | −402−16.3% | Reduced |
| TCG Advisory Services, LLC | 1,819 | $502.0K | 0.12% | +64+3.6% | Added |
| Clarus Wealth Advisors | 1,948 | $499.0K | 0.29% | −108−5.3% | Reduced |
| Sterling Investment Advisors, Ltd. | 1,799 | $497.0K | 0.14% | 00.0% | Unchanged |
| Affiance Financial, LLC | 1,800 | $497.0K | 0.21% | 00.0% | Unchanged |
| Codex Capital, L.L.C. | 1,800 | $496.8K | 0.26% | 00.0% | Unchanged |
| Bristlecone Advisors, LLC | 1,795 | $496.0K | 0.06% | −1,314−42.3% | Reduced |
| Exane Derivatives | 1,793 | $495.3K | 0.12% | +43+2.5% | Added |
| Stonegate Investment Group, LLC | 1,792 | $495.0K | 0.02% | +1,792 | New |
| Eagle Ridge Investment Management | 1,787 | $494.0K | 0.05% | 00.0% | Unchanged |
| Meadow Creek Wealth Advisors LLC | 1,788 | $494.0K | 0.47% | +1,788 | New |
| BBR Partners, LLC | 1,781 | $492.0K | 0.06% | −74−4.0% | Reduced |
| Westbourne Investment Advisors, Inc. | 1,781 | $492.0K | 0.19% | −35−1.9% | Reduced |
| Community Trust & Investment Co | 1,777 | $491.0K | 0.04% | −253−12.5% | Reduced |
| Bank of the West | 1,773 | $490.0K | 0.05% | −107−5.7% | Reduced |
| Cubic Asset Management, LLC | 1,775 | $490.0K | 0.11% | +68+4.0% | Added |
| Jacobson & Schmitt Advisors, LLC | 1,775 | $490.0K | 0.12% | +1,775 | New |
| Sage Mountain Advisors LLC | 1,771 | $489.0K | 0.06% | +103+6.2% | Added |
| Cozad Asset Management Inc | 1,764 | $487.0K | 0.07% | −279−13.7% | Reduced |
| FLC Capital Advisors | 1,763 | $487.0K | 0.14% | 00.0% | Unchanged |
| Inverness Counsel LLC | 1,756 | $485.0K | 0.02% | −12−0.7% | Reduced |
| BTC Capital Management, Inc. | 1,755 | $485.0K | 0.05% | +1,755 | New |
| 55I, LLC | 1,752 | $484.0K | 0.01% | −2,455−58.4% | Reduced |
| Horizon Investment Services, LLC | 1,754 | $484.0K | 0.22% | −12−0.7% | Reduced |
| S.A. Mason LLC | 1,751 | $484.0K | 0.29% | 00.0% | Unchanged |
| Ellevest, Inc. | 1,749 | $483.0K | 0.04% | +1,213+226.3% | Added |
| HHM Wealth Advisors, LLC | 1,745 | $482.0K | 0.12% | 00.0% | Unchanged |
| Enterprise Financial Services Corp | 1,741 | $481.0K | 0.07% | +33+1.9% | Added |
| Measured Wealth Private Client Group, LLC | 1,743 | $481.0K | 0.17% | +54+3.2% | Added |
| Arvest Trust Co N A | 1,742 | $481.0K | 0.03% | +1,742 | New |
| Oarsman Capital, Inc. | 1,735 | $479.0K | 0.19% | 00.0% | Unchanged |
| Pinnacle Wealth Management Advisory Group, LLC | 1,732 | $478.0K | 0.08% | −20−1.1% | Reduced |
| TBH Global Asset Management, LLC | 1,730 | $478.0K | 0.10% | 00.0% | Unchanged |
| First Command Financial Services, Inc. | 1,731 | $478.0K | 0.07% | +623+56.2% | Added |
| Heron Financial Group, LLC | 1,914 | $475.0K | 0.26% | 00.0% | Unchanged |
| Convergence Investment Partners, LLC | 1,721 | $475.0K | 0.24% | −74−4.1% | Reduced |
| Omnia Family Wealth, LLC | 1,720 | $475.0K | 0.29% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 1,719 | $475.0K | 0.07% | +50+3.0% | Added |
| Nations Financial Group Inc, | 1,715 | $474.0K | 0.06% | +48+2.9% | Added |
| Investors Financial Group, LLC | 1,714 | $473.0K | 0.22% | −5−0.3% | Reduced |
| Highland Private Wealth Management | 1,712 | $473.0K | 0.06% | +142+9.0% | Added |
| Tiemann Investment Advisors, LLC | 1,710 | $472.0K | 0.20% | −50−2.8% | Reduced |
| Collective Family Office LLC | 1,709 | $472.0K | 0.19% | 00.0% | Unchanged |
| CWS Financial Advisors, LLC | 1,704 | $471.0K | 0.17% | +1,704 | New |
| Wallace Capital Management Inc. | 1,703 | $470.0K | 0.07% | +173+11.3% | Added |
| Meridian Wealth Management, LLC | 1,694 | $468.0K | 0.05% | +154+10.0% | Added |
| Circle Wealth Management, LLC | 1,692 | $467.0K | 0.06% | −4−0.2% | Reduced |
| Mayfair Advisory Group, LLC | 1,789 | $466.0K | 0.62% | +35+2.0% | Added |
| Silver Lake Advisory, LLC | 1,686 | $466.0K | 0.22% | +2+0.1% | Added |
| Canton Hathaway, LLC | 1,685 | $465.0K | 0.13% | +1,000+146.0% | Added |
| Brown Capital Management LLC | 1,672 | $464.0K | 0.00% | −95−5.4% | Reduced |
| FinTrust Capital Advisors, LLC | 1,679 | $464.0K | 0.11% | 00.0% | Unchanged |
| Fermata Advisors, LLC | 1,669 | $462.0K | 0.17% | +50+3.1% | Added |
| FC Advisory LLC | 1,665 | $460.0K | 0.19% | −14−0.8% | Reduced |
| North Point Portfolio Managers Corp | 1,641 | $453.0K | 0.06% | 00.0% | Unchanged |
| Asio Capital, LLC | 1,635 | $452.0K | 0.14% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 1,635 | $452.0K | 0.10% | +3+0.2% | Added |
| Journey Strategic Wealth LLC | 1,636 | $452.0K | 0.05% | +1,636 | New |
| LexAurum Advisors, LLC | 1,634 | $451.0K | 0.15% | −78−4.6% | Reduced |
| Taylor Hoffman Wealth Management | 1,629 | $450.0K | 0.17% | 00.0% | Unchanged |
| Cordasco Financial Network | 1,627 | $449.0K | 0.28% | −800−33.0% | Reduced |
| Two Sigma Securities, LLC | 1,626 | $449.0K | 0.09% | +1,626 | New |
| Fox Run Management, L.L.C. | 1,624 | $449.0K | 0.26% | +1,624 | New |
| Cahaba Wealth Management, Inc. | 1,618 | $447.0K | 0.06% | −136−7.8% | Reduced |
| Paragon Capital Management Ltd | 1,608 | $444.0K | 0.07% | −16−1.0% | Reduced |
| Threadgill Financial, LLC | 1,600 | $444.0K | 0.26% | 00.0% | Unchanged |
| Wealth Alliance Advisory Group, LLC | 1,604 | $443.0K | 0.19% | 00.0% | Unchanged |
| Prescott Group Capital Management, L.L.C. | 1,600 | $442.0K | 0.10% | 00.0% | Unchanged |
| Heritage Trust Co | 1,601 | $442.0K | 0.06% | 00.0% | Unchanged |
| Cox Capital Mgt LLC | 1,600 | $442.0K | 0.26% | 00.0% | Unchanged |
| Sandy Cove Advisors, LLC | 1,600 | $442.0K | 0.37% | +1,600 | New |
| SRS Capital Advisors, Inc. | 1,597 | $441.0K | 0.06% | +3+0.2% | Added |
| Halbert Hargrove Global Advisors, LLC | 1,594 | $440.0K | 0.03% | +5+0.3% | Added |
| Wedge Capital Management L L P | 1,590 | $439.0K | 0.01% | 00.0% | Unchanged |
| Private Capital Group, LLC | 1,583 | $437.0K | 0.09% | −53−3.2% | Reduced |
| Washington Trust Advisors, Inc. | 1,582 | $437.0K | 0.03% | +1,582 | New |