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 |
|---|---|---|---|---|---|
| Birchcreek Wealth Management, LLC | 1,312 | $362.0K | 0.32% | 00.0% | Unchanged |
| Symphony Financial, Ltd. Co. | 1,327 | $361.0K | 0.10% | +145+12.3% | Added |
| GHP Investment Advisors, Inc. | 1,303 | $360.0K | 0.03% | +1+0.1% | Added |
| Silverlake Wealth Management LLC | 1,303 | $360.0K | 0.19% | +1,303 | New |
| Optimum Investment Advisors | 1,300 | $359.0K | 0.14% | 00.0% | Unchanged |
| Mechanics Financial Corp | 1,300 | $359.0K | 0.17% | +1,300 | New |
| Schneider Downs Wealth Management Advisors, LP | 1,291 | $357.0K | 0.09% | −185−12.5% | Reduced |
| Auxano Advisors, LLC | 1,294 | $357.0K | 0.16% | 00.0% | Unchanged |
| Antonetti Capital Management LLC | 1,280 | $354.0K | 0.28% | 00.0% | Unchanged |
| Retirement Income Solutions, Inc | 1,278 | $353.0K | 0.09% | −385−23.2% | Reduced |
| First National Bank | 1,276 | $353.0K | 0.31% | 00.0% | Unchanged |
| Hamilton Capital, LLC | 1,277 | $353.0K | 0.03% | +354+38.4% | Added |
| CenterStar Asset Management, LLC | – | $353.0K | 0.27% | – | New |
| Godsey & Gibb Associates | 1,275 | $352.0K | 0.11% | 00.0% | Unchanged |
| McLean Asset Management Corp | 1,372 | $351.0K | 0.14% | −2−0.1% | Reduced |
| First National Bank of Hutchinson | 1,270 | $351.0K | 0.20% | −130−9.3% | Reduced |
| MONECO Advisors, LLC | 1,434 | $351.0K | 0.13% | +67+4.9% | Added |
| Widmann Financial Services, Inc. | 1,274 | $351.0K | 0.29% | +1,274 | New |
| Kanawha Capital Management LLC | 1,269 | $350.0K | 0.03% | +94+8.0% | Added |
| Plotkin Financial Advisors, LLC | 1,264 | $349.1K | 0.22% | 00.0% | Unchanged |
| Bank of New Hampshire | 1,265 | $349.0K | 0.08% | 00.0% | Unchanged |
| Prentice Wealth Management LLC | 1,262 | $348.0K | 0.16% | −22−1.7% | Reduced |
| Excalibur Management Corp | 1,261 | $348.0K | 0.14% | 00.0% | Unchanged |
| Glassman Wealth Services | 1,261 | $348.0K | 0.06% | +109+9.5% | Added |
| M. Kulyk & Associates, LLC | 1,260 | $348.0K | 0.09% | +1,260 | New |
| Everhart Financial Group, Inc. | 1,260 | $348.0K | 0.21% | +1,260 | New |
| Miller Investment Management, LP | 1,250 | $345.0K | 0.05% | 00.0% | Unchanged |
| Traynor Capital Management, Inc. | 1,250 | $345.0K | 0.04% | +50+4.2% | Added |
| DGS Capital Management, LLC | 1,246 | $344.0K | 0.21% | +1,246 | New |
| Center For Asset Management LLC | 1,230 | $340.0K | 0.25% | +222+22.0% | Added |
| RGT Wealth Advisors, LLC | 1,228 | $339.0K | 0.05% | +1,228 | New |
| Black Diamond Financial, LLC | 1,222 | $338.0K | 0.11% | +1,222 | New |
| Compagnie Lombard Odier SCmA | 1,205 | $333.0K | 0.01% | +300+33.1% | Added |
| Fingerlakes Wealth Management, Inc. | 1,197 | $333.0K | 0.37% | +1,197 | New |
| MEMBERS Trust Co | 1,202 | $332.0K | 0.01% | +6+0.5% | Added |
| Cullinan Associates Inc | 1,200 | $331.0K | 0.02% | −500−29.4% | Reduced |
| Neville Rodie & Shaw Inc | 1,200 | $331.0K | 0.02% | 00.0% | Unchanged |
| Pettee Investors, Inc. | 1,200 | $331.0K | 0.14% | 00.0% | Unchanged |
| Sentinel Trust Co Lba | 1,200 | $331.0K | 0.04% | +1,200 | New |
| TCWP LLC | 1,199 | $331.0K | 0.07% | +1,199 | New |
| Sterling Investment Counsel, LLC | 1,197 | $331.0K | 0.22% | +1,197 | New |
| Chemung Canal Trust Co | 1,193 | $330.0K | 0.06% | 00.0% | Unchanged |
| Regatta Capital Group, LLC | 1,195 | $330.0K | 0.12% | +1,195 | New |
| JB Capital LLC | 1,191 | $329.1K | 0.03% | +186+18.5% | Added |
| TrinityPoint Wealth, LLC | 1,193 | $329.0K | 0.06% | 00.0% | Unchanged |
| XML Financial, LLC | 1,187 | $328.0K | 0.04% | +1+0.1% | Added |
| TrueWealth Advisors, LLC | 1,188 | $328.0K | 0.15% | +127+12.0% | Added |
| Old Port Advisors | 1,262 | $327.0K | 0.11% | +64+5.3% | Added |
| Advisor Resource Council | 1,178 | $326.0K | 0.03% | +1,178 | New |
| Papp L Roy & Associates | 1,173 | $324.0K | 0.04% | +2+0.2% | Added |
| Graybill Bartz & Assoc Ltd | 1,168 | $323.0K | 0.15% | 00.0% | Unchanged |
| Wambolt & Associates, LLC | 1,169 | $323.0K | 0.12% | +3+0.3% | Added |
| Focused Wealth Management, Inc | 1,164 | $322.0K | 0.05% | +575+97.6% | Added |
| Cypress Capital Management LLC | 1,162 | $321.0K | 0.04% | −36−3.0% | Reduced |
| Mount Vernon Associates Inc | 1,154 | $319.0K | 0.28% | 00.0% | Unchanged |
| Clark Financial Services Group Inc | 1,154 | $319.0K | 0.21% | 00.0% | Unchanged |
| Tarbox Family Office, Inc. | 1,156 | $319.0K | 0.05% | +8+0.7% | Added |
| Moreno Evelyn V | 1,150 | $318.0K | 0.06% | −400−25.8% | Reduced |
| BEAM Asset Management, LLC | 1,146 | $317.0K | 0.36% | −451−28.2% | Reduced |
| Courier Capital LLC | 1,149 | $317.0K | 0.03% | 00.0% | Unchanged |
| Northstar Group, Inc. | 1,150 | $317.0K | 0.08% | 00.0% | Unchanged |
| RSM US Wealth Management LLC | 1,148 | $317.0K | 0.02% | +165+16.8% | Added |
| Mainstay Capital Management LLC | 1,149 | $317.0K | 0.10% | +1,149 | New |
| L2 Asset Management, LLC | 1,146 | $317.0K | 0.22% | +1,146 | New |
| Intercontinental Wealth Advisors, LLC | 1,145 | $316.0K | 0.07% | 00.0% | Unchanged |
| Livingston Group Asset Management CO (operating as Southport Capital Management) | 1,139 | $315.0K | 0.06% | +1,139 | New |
| Trust Co | 1,138 | $314.0K | 0.07% | 00.0% | Unchanged |
| Advisor OS, LLC | 1,135 | $314.0K | 0.06% | +38+3.5% | Added |
| Fosun International Ltd | 1,120 | $312.0K | 0.02% | 00.0% | Unchanged |
| Carson Advisory Inc. | 1,130 | $312.0K | 0.32% | +1,130 | New |
| TL Private Wealth | 1,300 | $311.0K | 0.18% | 00.0% | Unchanged |
| Connecticut Wealth Management, LLC | 1,127 | $311.0K | 0.02% | −17−1.5% | Reduced |
| Lindbrook Capital, LLC | 1,127 | $311.0K | 0.05% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 1,126 | $311.0K | 0.05% | +17+1.5% | Added |
| Edgemoor Investment Advisors, Inc. | 1,122 | $310.0K | 0.03% | −6−0.5% | Reduced |
| Five Oceans Advisors | 1,124 | $310.0K | 0.27% | +13+1.2% | Added |
| American Trust Investment Advisors, LLC | 1,120 | $309.0K | 0.15% | 00.0% | Unchanged |
| Relative Value Partners Group, LLC | 1,119 | $309.0K | 0.02% | 00.0% | Unchanged |
| Columbia Trust Co 01012016 | 1,334 | $308.0K | 0.16% | 00.0% | Unchanged |
| HCR Wealth Advisors | 1,114 | $308.0K | 0.05% | 00.0% | Unchanged |
| True Link Financial Advisors, LLC | 1,115 | $308.0K | 0.04% | +479+75.3% | Added |
| Integrated Investment Consultants, LLC | 1,113 | $307.0K | 0.08% | +34+3.2% | Added |
| Venturi Wealth Management, LLC | 1,113 | $307.0K | 0.02% | +1,113 | New |
| Jupiter Wealth Management LLC | 1,102 | $304.0K | 0.16% | 00.0% | Unchanged |
| SignalPoint Asset Management, LLC | 1,104 | $304.0K | 0.09% | +1+0.1% | Added |
| PFG Advisors | 1,102 | $304.0K | 0.03% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 1,094 | $302.0K | 0.07% | −6−0.5% | Reduced |
| Sky Investment Group LLC | 1,093 | $302.0K | 0.06% | 00.0% | Unchanged |
| Silver Oak Advisory Group, Inc. | 1,092 | $302.0K | 0.19% | +1,092 | New |
| Narwhal Capital Management | 1,088 | $301.0K | 0.03% | −154−12.4% | Reduced |
| Salvus Wealth Management, LLC | 1,089 | $301.0K | 0.22% | +186+20.6% | Added |
| Lorne Steinberg Wealth Management Inc. | 1,087 | $300.0K | 0.13% | 00.0% | Unchanged |
| Gryphon Financial Partners LLC | 1,084 | $300.0K | 0.06% | +43+4.1% | Added |
| Financial Partners Group, Inc | 1,220 | $299.0K | 0.07% | +219+21.9% | Added |
| Summit Financial, LLC | 1,077 | $297.5K | 0.02% | +1,077 | New |
| Thrive Wealth Management, LLC | 1,075 | $297.0K | 0.10% | +1,075 | New |
| Albion Financial Group | 1,073 | $296.0K | 0.02% | +48+4.7% | Added |
| Zullo Investment Group, Inc. | 1,068 | $295.0K | 0.15% | +1,068 | New |
| Fort, L.P. | 1,065 | $294.0K | 0.10% | −3,275−75.5% | Reduced |
| Successful Portfolios LLC | 1,063 | $294.0K | 0.16% | 00.0% | Unchanged |