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 |
|---|---|---|---|---|---|
| Live Oak Private Wealth LLC | 1,577 | $436.0K | 0.08% | −5−0.3% | Reduced |
| Alps Advisors Inc | 1,576 | $435.0K | 0.00% | −15,184−90.6% | Reduced |
| JGP Wealth Management, LLC | 1,670 | $435.0K | 0.08% | +1,670 | New |
| Fortitude Advisory Group L.L.C. | 1,575 | $435.0K | 0.22% | +1,575 | New |
| Intrua Financial, LLC | 1,572 | $434.0K | 0.08% | −76−4.6% | Reduced |
| Nadler Financial Group, Inc. | 1,570 | $434.0K | 0.06% | 00.0% | Unchanged |
| Cypress Wealth Services, LLC | 1,572 | $434.0K | 0.12% | +1+0.1% | Added |
| Cookson Peirce & Co Inc | 1,573 | $434.0K | 0.02% | +1,573 | New |
| Dividend Assets Capital, LLC | 1,566 | $433.0K | 0.08% | +40+2.6% | Added |
| Court Place Advisors, LLC | 1,563 | $432.0K | 0.12% | 00.0% | Unchanged |
| Occidental Asset Management, LLC | 1,563 | $432.0K | 0.10% | 00.0% | Unchanged |
| Amarillo National Bank | 1,563 | $431.0K | 0.08% | +11+0.7% | Added |
| Berger Financial Group, Inc | 1,558 | $430.0K | 0.06% | +153+10.9% | Added |
| Monarch Capital Management Inc | 1,549 | $428.0K | 0.11% | 00.0% | Unchanged |
| Axiom Investment Management LLC | 1,548 | $428.0K | 0.41% | 00.0% | Unchanged |
| Flaharty Asset Management, LLC | 1,545 | $427.0K | 0.08% | −121−7.3% | Reduced |
| First National Bank Sioux Falls | 1,547 | $427.0K | 0.46% | 00.0% | Unchanged |
| German American Bancorp, Inc. | 1,543 | $426.0K | 0.06% | 00.0% | Unchanged |
| ETF Managers Group, LLC | 1,532 | $425.0K | 0.01% | −405−20.9% | Reduced |
| Phoenix Wealth Advisors | 1,534 | $424.0K | 0.32% | 00.0% | Unchanged |
| BancorpSouth Bank | 1,530 | $423.0K | 0.05% | 00.0% | Unchanged |
| Legacy Financial Advisors, Inc. | 1,531 | $423.0K | 0.10% | +148+10.7% | Added |
| Hudock, Inc. | 1,528 | $422.0K | 0.12% | +3+0.2% | Added |
| First Commonwealth Financial Corp | 1,524 | $421.0K | 0.14% | 00.0% | Unchanged |
| Bell Rock Capital LLC | 1,578 | $421.0K | 0.31% | +1,578 | New |
| Girard Partners Ltd. | 1,523 | $420.0K | 0.05% | −100−6.2% | Reduced |
| Ridgecrest Wealth Partners, LLC | 1,520 | $420.0K | 0.20% | 00.0% | Unchanged |
| Wealth Architects, LLC | 1,520 | $420.0K | 0.07% | +32+2.2% | Added |
| Twin Focus Capital Partners, LLC | 1,522 | $420.0K | 0.08% | +77+5.3% | Added |
| US Asset Management LLC | 1,516 | $419.0K | 0.40% | 00.0% | Unchanged |
| Horizon Wealth Management, LLC | 1,518 | $419.0K | 0.12% | +1,518 | New |
| Mark Sheptoff Financial Planning, LLC | 1,510 | $417.0K | 0.20% | +10+0.7% | Added |
| Roof Eidam & Maycock | 1,500 | $414.0K | 0.14% | 00.0% | Unchanged |
| Domani Wealth, LLC | 1,500 | $414.0K | 0.08% | 00.0% | Unchanged |
| Valley Brook Capital Group | 1,501 | $414.0K | 0.36% | 00.0% | Unchanged |
| Evoke Wealth, LLC | 1,499 | $414.0K | 0.01% | +32+2.2% | Added |
| Peregrine Asset Advisers, Inc. | 1,498 | $414.0K | 0.17% | +1,498 | New |
| Geneva Partners, LLC | 1,500 | $414.0K | 0.21% | +1,500 | New |
| Mill Capital Management, LLC | 1,500 | $414.0K | 0.04% | +1,500 | New |
| Stockman Wealth Management, Inc. | 1,493 | $412.0K | 0.08% | −45−2.9% | Reduced |
| Autus Asset Management, LLC | 1,491 | $412.0K | 0.04% | −25−1.6% | Reduced |
| Bragg Financial Advisors, Inc | 1,779 | $411.0K | 0.03% | 00.0% | Unchanged |
| Summit Asset Management, LLC | 1,488 | $411.0K | 0.12% | +62+4.3% | Added |
| Pacific Sun Financial Corp | 1,480 | $409.0K | 0.22% | −55−3.6% | Reduced |
| Iowa State Bank | 1,476 | $408.0K | 0.10% | −40−2.6% | Reduced |
| Anchor Capital Advisors LLC | 1,475 | $407.0K | 0.01% | 00.0% | Unchanged |
| Gsa Capital Partners LLP | 1,468 | $405.0K | 0.05% | −514−25.9% | Reduced |
| Titus Wealth Management | 1,466 | $405.0K | 0.18% | 00.0% | Unchanged |
| Maxele Advisors, LLC | 1,465 | $404.7K | 0.47% | +1,465 | New |
| Bell Bank | 1,462 | $404.0K | 0.05% | 00.0% | Unchanged |
| Blue Chip Partners, Inc. | 1,462 | $404.0K | 0.05% | +3+0.2% | Added |
| Clarus Group, Inc. | 1,623 | $403.0K | 0.27% | 00.0% | Unchanged |
| Norman Fields, Gottscho Capital Management, LLC | 1,460 | $403.0K | 0.15% | 00.0% | Unchanged |
| Allworth Financial LP | 1,461 | $403.0K | 0.01% | +70+5.0% | Added |
| Redwood Investment Management, LLC | 1,458 | $403.0K | 0.05% | +1,458 | New |
| Segment Wealth Management, LLC | 1,440 | $398.0K | 0.04% | +1,440 | New |
| Lathrop Investment Management Corp | 1,436 | $397.0K | 0.08% | 00.0% | Unchanged |
| PAX Financial Group, LLC | 1,436 | $397.0K | 0.09% | +30+2.1% | Added |
| Clearwater Capital Advisors, LLC | 1,436 | $397.0K | 0.04% | +111+8.4% | Added |
| Camden Capital, LLC | 1,434 | $396.0K | 0.08% | −1,121−43.9% | Reduced |
| CFS Investment Advisory Services, LLC | 1,612 | $396.0K | 0.05% | 00.0% | Unchanged |
| Newman Dignan & Sheerar, Inc. | 1,430 | $395.0K | 0.12% | 00.0% | Unchanged |
| Security National Bank | 1,429 | $395.0K | 0.09% | +273+23.6% | Added |
| Portland Global Advisors LLC | 1,426 | $394.0K | 0.07% | 00.0% | Unchanged |
| LS Investment Advisors, LLC | 1,409 | $389.0K | 0.06% | −845−37.5% | Reduced |
| Wimmer Associates 1, LLC | 1,410 | $389.0K | 0.21% | 00.0% | Unchanged |
| Arbor Trust Wealth Advisors, LLC | 1,407 | $389.0K | 0.22% | 00.0% | Unchanged |
| Pegasus Partners Ltd. | 1,410 | $389.0K | 0.07% | +1,410 | New |
| Innova Wealth Partners | 1,400 | $387.0K | 0.28% | −160−10.3% | Reduced |
| Front Row Advisors LLC | 1,399 | $386.0K | 0.14% | 00.0% | Unchanged |
| Keystone Financial Group | 1,395 | $385.0K | 0.06% | +76+5.8% | Added |
| Financial Advisory Group | 1,391 | $384.0K | 0.08% | +1+0.1% | Added |
| Walkner Condon Financial Advisors LLC | 1,387 | $383.0K | 0.25% | −8−0.6% | Reduced |
| Copeland Capital Management, LLC | 1,382 | $382.0K | 0.01% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 1,380 | $381.2K | 0.18% | +409+42.1% | Added |
| NTB Financial Corp | 1,375 | $380.0K | 0.26% | +1,375 | New |
| J2 Capital Management Inc | 1,372 | $379.0K | 0.36% | +1,372 | New |
| Jmac Enterprises LLC | 1,580 | $379.0K | 0.09% | +1,580 | New |
| Miramar Capital, LLC | 1,368 | $378.0K | 0.13% | −50−3.5% | Reduced |
| Whalerock Point Partners, LLC | 1,364 | $376.8K | 0.13% | 00.0% | Unchanged |
| Oak Harbor Wealth Partners, LLC | 1,353 | $374.0K | 0.13% | +1,353 | New |
| Garde Capital, Inc. | 1,350 | $373.0K | 0.04% | 00.0% | Unchanged |
| Riverstone Advisors, LLC | 1,350 | $373.0K | 0.16% | 00.0% | Unchanged |
| MBA Advisors LLC | 1,352 | $373.0K | 0.23% | +18+1.3% | Added |
| Summit Financial Strategies, Inc. | 1,346 | $372.0K | 0.07% | 00.0% | Unchanged |
| Cassia Capital Partners, LLC | 1,348 | $372.0K | 0.25% | +1,348 | New |
| Gitterman Wealth Management, LLC | 1,347 | $372.0K | 0.28% | +1,347 | New |
| Hall Private Wealth Advisors | 1,343 | $371.0K | 0.23% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 1,341 | $370.0K | 0.06% | −111−7.6% | Reduced |
| Hummer Financial Advisory Services Inc | 1,330 | $367.0K | 0.31% | −644−32.6% | Reduced |
| Cornell Pochily Investment Advisors, Inc. | 1,328 | $367.0K | 0.14% | 00.0% | Unchanged |
| Waypoint Capital Advisors, LLC | 1,327 | $367.0K | 0.25% | +1,327 | New |
| Canal Capital Management, LLC | 1,326 | $366.0K | 0.09% | +1+0.1% | Added |
| Golden State Equity Partners | 1,322 | $365.0K | 0.18% | −8−0.6% | Reduced |
| Raab & Moskowitz Asset Management LLC | 1,323 | $365.0K | 0.12% | 00.0% | Unchanged |
| Augustine Asset Management Inc | 1,321 | $365.0K | 0.18% | 00.0% | Unchanged |
| ASB Consultores, LLC | 1,321 | $365.0K | 0.18% | +1,321 | New |
| Reliant Investment Management, LLC | 1,317 | $364.0K | 0.15% | −165−11.1% | Reduced |
| First United Bank Trust | 1,317 | $364.0K | 0.13% | −85−6.1% | Reduced |
| New England Research & Management, Inc. | 1,310 | $362.0K | 0.18% | 00.0% | Unchanged |