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 |
|---|---|---|---|---|---|
| Vantage Consulting Group Inc | 1,064 | $294.0K | 0.08% | +50+4.9% | Added |
| Laidlaw Wealth Management LLC | 1,065 | $294.0K | 0.05% | +1,065 | New |
| Syntax Advisors, LLC | 1,064 | $294.0K | 0.22% | +1,064 | New |
| Aldebaran Financial Inc. | 1,062 | $293.0K | 0.23% | 00.0% | Unchanged |
| Copperwynd Financial, LLC | 1,060 | $293.0K | 0.11% | +1,060 | New |
| Triad Financial Advisors, Inc. | 1,061 | $293.0K | 0.17% | +1,061 | New |
| WT Wealth Management | 1,050 | $290.0K | 0.11% | 00.0% | Unchanged |
| Beacon Financial Strategies CORP | 1,043 | $288.2K | 0.25% | 00.0% | Unchanged |
| Burns Matteson Capital Management, LLC | 1,042 | $287.8K | 0.20% | 00.0% | Unchanged |
| Headinvest, LLC | 1,038 | $287.0K | 0.05% | −35−3.3% | Reduced |
| Sunbelt Securities, Inc. | 1,192 | $286.0K | 0.05% | −11−0.9% | Reduced |
| Ahrens Investment Partners LLC | 1,028 | $284.0K | 0.13% | 00.0% | Unchanged |
| Eagle Strategies LLC | 1,026 | $284.0K | 0.11% | +1,026 | New |
| Tatro Capital, LLC | 1,025 | $283.0K | 0.20% | −620−37.7% | Reduced |
| Cheviot Value Management, LLC | 1,024 | $283.0K | 0.07% | 00.0% | Unchanged |
| Alaska Permanent Fund Corp | 1,154 | $283.0K | 0.01% | +1,154 | New |
| Aberdeen Wealth Management LLC | 1,020 | $282.0K | 0.18% | 00.0% | Unchanged |
| Donald L. Hagan, LLC | 1,020 | $282.0K | 0.15% | +20+2.0% | Added |
| Legacy Capital Partners, Inc. | 1,017 | $281.0K | 0.09% | −90−8.1% | Reduced |
| Lantz Financial LLC | 1,016 | $281.0K | 0.13% | 00.0% | Unchanged |
| Private Capital Management LLC | 1,018 | $281.0K | 0.10% | +1,018 | New |
| KilterHowling LLC | 1,016 | $280.7K | 0.25% | +1,016 | New |
| Cribstone Capital Management, LLC | 1,015 | $280.0K | 0.16% | 00.0% | Unchanged |
| Accurate Wealth Management, LLC | 1,089 | $279.0K | 0.23% | +62+6.0% | Added |
| Polaris Wealth Advisory Group, LLC | 1,011 | $279.0K | 0.02% | 00.0% | Unchanged |
| Stillwater Investment Management, LLC | 1,010 | $279.0K | 0.07% | +3+0.3% | Added |
| Private Ocean, LLC | 1,009 | $279.0K | 0.03% | 00.0% | Unchanged |
| Gillespie Robinson & Grimm Inc | 1,005 | $278.0K | 0.02% | +70+7.5% | Added |
| Pekin Hardy Strauss, Inc. | 1,002 | $277.0K | 0.04% | −100−9.1% | Reduced |
| Family Firm, Inc. | 1,004 | $277.0K | 0.07% | +3+0.3% | Added |
| Manchester Capital Management LLC | 1,004 | $277.0K | 0.04% | +23+2.3% | Added |
| Cordatus Wealth Management LLC | 1,003 | $277.0K | 0.08% | +1,003 | New |
| WealthShield Partners, LLC | 1,003 | $277.0K | 0.05% | +1,003 | New |
| Doheny Asset Management | 1,000 | $276.0K | 0.19% | −325−24.5% | Reduced |
| Smith Chas P & Associates Pa Cpas | 998 | $276.0K | 0.02% | −5−0.5% | Reduced |
| Searle & Co. | 1,000 | $276.0K | 0.10% | 00.0% | Unchanged |
| Burns J W & Co Inc | 1,000 | $276.0K | 0.04% | 00.0% | Unchanged |
| Montgomery Investment Management Inc | 1,000 | $276.0K | 0.09% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 1,000 | $276.0K | 0.16% | 00.0% | Unchanged |
| Nikulski Financial, Inc. | 1,000 | $276.0K | 0.12% | 00.0% | Unchanged |
| PRW Wealth Management LLC | 998 | $276.0K | 0.13% | 00.0% | Unchanged |
| CoreFirst Bank & Trust | 1,000 | $276.0K | 0.18% | 00.0% | Unchanged |
| Palisade Capital Management LLC | 1,000 | $276.0K | 0.01% | +1,000 | New |
| Todd Asset Management LLC | 1,000 | $276.0K | 0.01% | +1,000 | New |
| FAI Wealth Management | 1,000 | $276.0K | 0.23% | +1,000 | New |
| Mendel Capital Management LLC | 1,000 | $276.0K | 0.25% | +1,000 | New |
| Maven Securities LTD | 994 | $275.0K | 0.03% | −247−19.9% | Reduced |
| Northwest Investment Counselors, LLC | 995 | $275.0K | 0.07% | −20−2.0% | Reduced |
| Sanford Advisory Services, LLC | 995 | $275.0K | 0.06% | 00.0% | Unchanged |
| Klingman & Associates, LLC | 991 | $274.0K | 0.02% | +26+2.7% | Added |
| Summit Trail Advisors, LLC | 993 | $274.0K | 0.02% | +993 | New |
| MJP Associates Inc | 1,004 | $273.0K | 0.08% | +117+13.2% | Added |
| Heritage Financial Services, LLC | 990 | $273.0K | 0.21% | +990 | New |
| Paragon Private Wealth Management, LLC | 990 | $273.0K | 0.24% | +990 | New |
| LVW Advisors, LLC | 985 | $272.0K | 0.05% | 00.0% | Unchanged |
| Alliance Wealth Advisors, LLC | 981 | $271.0K | 0.22% | −29−2.9% | Reduced |
| Private Portfolio Partners LLC | 978 | $270.2K | 0.07% | +978 | New |
| Gables Capital Management Inc. | 979 | $270.0K | 0.16% | 00.0% | Unchanged |
| Oxbow Advisors, LLC | 975 | $269.0K | 0.03% | 00.0% | Unchanged |
| Lee Financial Co | 967 | $268.0K | 0.05% | +15+1.6% | Added |
| Claro Advisors LLC | 969 | $268.0K | 0.10% | +17+1.8% | Added |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 1,115 | $267.0K | 0.11% | 00.0% | Unchanged |
| Financial Network Wealth Management LLC | 968 | $267.0K | 0.14% | 00.0% | Unchanged |
| One + One Wealth Management, LLC | 960 | $265.0K | 0.18% | 00.0% | Unchanged |
| Stevard, LLC | 960 | $265.0K | 0.19% | +960 | New |
| Janney Capital Management LLC | 957 | $264.0K | 0.02% | −6−0.6% | Reduced |
| O'Brien Greene & Co. Inc | 956 | $264.0K | 0.09% | +56+6.2% | Added |
| Cardinal Strategic Wealth Guidance | 952 | $263.0K | 0.12% | 00.0% | Unchanged |
| McAdam, LLC | 951 | $263.0K | 0.03% | +31+3.4% | Added |
| Brewin Dolphin Wealth Management Ltd | 950 | $262.0K | 0.03% | 00.0% | Unchanged |
| Howard Capital Management Group, LLC | 948 | $262.0K | 0.02% | +46+5.1% | Added |
| TD Ameritrade Investment Management, LLC | 948 | $262.0K | 0.00% | +268+39.4% | Added |
| Greenwood Gearhart Inc | 942 | $260.0K | 0.04% | −6−0.6% | Reduced |
| Souders Financial Advisors | 932 | $258.0K | 0.07% | +26+2.9% | Added |
| Ignite Planners, LLC | 1,043 | $258.0K | 0.17% | +1,043 | New |
| Warther Private Wealth, LLC | 950 | $258.0K | 0.19% | +950 | New |
| Hancock Whitney Investment Services Inc. | 931 | $257.0K | 0.04% | +931 | New |
| First Command Bank | 1,108 | $256.0K | 0.04% | 00.0% | Unchanged |
| Almanack Investment Partners, LLC. | 927 | $256.0K | 0.02% | +927 | New |
| Willner & Heller, LLC | 1,104 | $255.0K | 0.34% | +1,104 | New |
| D'Orazio & Associates, Inc. | 920 | $254.0K | 0.06% | +168+22.3% | Added |
| Ballast Advisors LLC | 920 | $254.0K | 0.10% | +920 | New |
| Glen Eagle Advisors, LLC | 919 | $253.9K | 0.07% | −62−6.3% | Reduced |
| Echo45 Advisors LLC | 916 | $253.0K | 0.20% | +916 | New |
| Paces Ferry Wealth Advisors, LLC | 913 | $252.0K | 0.18% | −22−2.4% | Reduced |
| Rock Creek Group, LP | 911 | $252.0K | 0.04% | +49+5.7% | Added |
| Advanced Asset Management Advisors Inc | 910 | $251.0K | 0.05% | 00.0% | Unchanged |
| First Affirmative Financial Network | 905 | $250.0K | 0.23% | +905 | New |
| Inscription Capital, LLC | 904 | $250.0K | 0.07% | +904 | New |
| Twelve Points Wealth Management LLC | 904 | $250.0K | 0.20% | +904 | New |
| Fairhaven Wealth Management, LLC | 900 | $249.0K | 0.10% | −9−1.0% | Reduced |
| Benin Management CORP | 900 | $249.0K | 0.08% | 00.0% | Unchanged |
| Sculati Wealth Management, LLC | 900 | $249.0K | 0.12% | 00.0% | Unchanged |
| Capital Planning Advisors, LLC | 902 | $249.0K | 0.05% | +902 | New |
| Barnes Pettey Financial Advisors, LLC | 900 | $249.0K | 0.29% | +900 | New |
| Zhang Financial LLC | 899 | $248.0K | 0.04% | +21+2.4% | Added |
| Baldwin Brothers Inc | 893 | $247.0K | 0.02% | +75+9.2% | Added |
| Quaker Wealth Management, LLC | 896 | $247.0K | 0.11% | +896 | New |
| Liberty Wealth Management LLC | 890 | $246.0K | 0.09% | −60−6.3% | Reduced |
| Quantamental Technologies LLC | 887 | $245.0K | 0.12% | +887 | New |