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 |
|---|---|---|---|---|---|
| Financial Architects, Inc | 737 | $204.0K | 0.03% | +737 | New |
| Weaver Consulting Group | 739 | $204.0K | 0.10% | +739 | New |
| Southland Equity Partners LLC | 737 | $203.7K | 0.08% | +737 | New |
| Roberts Glore & Co Inc | 735 | $203.0K | 0.05% | +735 | New |
| Blue Square Asset Management, LLC | 735 | $203.0K | 0.13% | +735 | New |
| Navis Wealth Advisors, LLC | 735 | $203.0K | 0.17% | +735 | New |
| Notis-McConarty Edward | 730 | $202.0K | 0.07% | +730 | New |
| Auxier Asset Management | 726 | $201.0K | 0.03% | +726 | New |
| Ground Swell Capital, LLC | 727 | $201.0K | 1.17% | +727 | New |
| Ferris Capital, LLC | 728 | $201.0K | 0.04% | +728 | New |
| Piscataqua Savings Bank | 714 | $197.0K | 0.16% | +112+18.6% | Added |
| Duncker Streett & Co Inc | 706 | $195.0K | 0.03% | −183−20.6% | Reduced |
| Global Trust Asset Management, LLC | 702 | $194.0K | 0.08% | 00.0% | Unchanged |
| Hoertkorn Richard Charles | 700 | $193.0K | 0.08% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 700 | $193.0K | 0.09% | 00.0% | Unchanged |
| Lenox Wealth Advisors, LLC | 681 | $188.0K | 0.02% | +56+9.0% | Added |
| WFA of San Diego, LLC | 680 | $188.0K | 0.11% | +200+41.7% | Added |
| Total Clarity Wealth Management, Inc. | 671 | $185.0K | 0.08% | +56+9.1% | Added |
| Carolinas Wealth Consulting LLC | 663 | $183.0K | 0.04% | −162−19.6% | Reduced |
| TSFG, LLC | 655 | $181.0K | 0.06% | −53−7.5% | Reduced |
| Addison Advisors LLC | 655 | $181.0K | 0.11% | +5+0.8% | Added |
| Kelly Financial Services LLC | 654 | $180.7K | 0.08% | −6−0.9% | Reduced |
| Amplius Wealth Advisors, LLC | 654 | $180.0K | 0.02% | +654 | New |
| Patriot Financial Group Insurance Agency, LLC | 649 | $179.0K | 0.03% | +3+0.5% | Added |
| Howe & Rusling Inc | 644 | $178.0K | 0.02% | 00.0% | Unchanged |
| Thomas J. Herzfeld Advisors, Inc. | 642 | $177.0K | 0.06% | 00.0% | Unchanged |
| Key Financial Inc | 630 | $174.0K | 0.09% | −100−13.7% | Reduced |
| Aua Capital Management, LLC | 630 | $174.0K | 0.10% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 625 | $173.0K | 0.05% | 00.0% | Unchanged |
| JNBA Financial Advisors | 628 | $173.0K | 0.02% | +88+16.3% | Added |
| Aspire Private Capital, LLC | 615 | $170.0K | 0.05% | +13+2.2% | Added |
| CKW Financial Group | 602 | $170.0K | 0.03% | +2+0.3% | Added |
| Gemmer Asset Management LLC | 605 | $167.0K | 0.02% | 00.0% | Unchanged |
| Global Wealth Management Investment Advisory, Inc. | 600 | $166.0K | 0.05% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 597 | $165.0K | 0.03% | +54+9.9% | Added |
| Crewe Advisors LLC | 590 | $163.0K | 0.03% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 585 | $162.0K | 0.04% | −59−9.2% | Reduced |
| CNB Bank | 585 | $162.0K | 0.09% | 00.0% | Unchanged |
| Pittenger & Anderson Inc | 580 | $160.0K | 0.01% | +550+1,833.3% | Added |
| Tradition Wealth Management, LLC | 574 | $159.0K | 0.02% | 00.0% | Unchanged |
| WD Rutherford LLC | 570 | $157.0K | 0.08% | 00.0% | Unchanged |
| Highlander Capital Management, LLC | 567 | $157.0K | 0.07% | +260+84.7% | Added |
| Westside Investment Management, Inc. | 550 | $151.0K | 0.00% | 00.0% | Unchanged |
| Blue Bell Private Wealth Management, LLC | 538 | $149.0K | 0.04% | +538 | New |
| Sittner & Nelson, LLC | 525 | $145.0K | 0.08% | 00.0% | Unchanged |
| Freedman Financial Associates, Inc. | 525 | $145.0K | 0.10% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 517 | $143.0K | 0.03% | −147−22.1% | Reduced |
| IAG Wealth Partners, LLC | 506 | $140.0K | 0.04% | −53−9.5% | Reduced |
| Altshuler Shaham Ltd | 31,781 | $140.0K | 0.00% | +70.0% | Added |
| Wolff Wiese Magana LLC | 503 | $139.0K | 0.09% | −1−0.2% | Reduced |
| Arcadia Investment Management Corp | 500 | $138.0K | 0.02% | 00.0% | Unchanged |
| PrairieView Partners, LLC | 500 | $138.0K | 0.02% | 00.0% | Unchanged |
| Mine & Arao Wealth Creation & Management, LLC. | 500 | $138.0K | 0.08% | 00.0% | Unchanged |
| Equitec Proprietary Markets, LLC | 500 | $138.0K | 0.07% | +500 | New |
| Operose Advisors LLC | 500 | $138.0K | 0.11% | +500 | New |
| CarsonAllaria Wealth Management, Ltd. | 490 | $135.0K | 0.12% | +490 | New |
| Versant Capital Management, Inc | 471 | $130.0K | 0.04% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 460 | $127.0K | 0.01% | −5−1.1% | Reduced |
| JJJ Advisors Inc. | 461 | $127.0K | 0.04% | +11+2.4% | Added |
| Stuart Chaussee & Associates, Inc. | 455 | $126.0K | 0.05% | +55+13.8% | Added |
| Perkins Coie Trust Co | 454 | $125.0K | 0.04% | 00.0% | Unchanged |
| Atwood & Palmer Inc | 450 | $124.0K | 0.01% | +10+2.3% | Added |
| Ford Financial Group, LLC | 450 | $124.0K | 0.04% | +450 | New |
| First PREMIER Bank | 445 | $123.0K | 0.03% | 00.0% | Unchanged |
| McClarren Financial Advisors, Inc. | 445 | $123.0K | 0.08% | +3+0.7% | Added |
| Financial Avengers, Inc. | 442 | $122.0K | 0.07% | +107+31.9% | Added |
| Covestor Ltd | 437 | $121.0K | 0.17% | +437 | New |
| Rocky Mountain Advisers, LLC | 434 | $120.0K | 0.14% | 00.0% | Unchanged |
| Giverny Capital Inc.SuperinvestorGiverny Capital | 432 | $119.0K | 0.01% | 00.0% | Unchanged |
| Rockbridge Investment Management, LCC | 431 | $119.0K | 0.02% | 00.0% | Unchanged |
| O'Dell Group, LLC | 424 | $117.0K | 0.03% | 00.0% | Unchanged |
| Tevis Investment Management | 425 | $117.0K | 0.10% | +425 | New |
| PFG Private Wealth Management, LLC | 406 | $112.0K | 0.06% | −26−6.0% | Reduced |
| Annapolis Financial Services, LLC | 404 | $112.0K | 0.03% | 00.0% | Unchanged |
| Clearview Wealth Advisors LLC | 405 | $112.0K | 0.07% | +19+4.9% | Added |
| Seldon Capital LP | 404 | $112.0K | 0.07% | +404 | New |
| First Personal Financial Services | 403 | $111.0K | 0.02% | −978−70.8% | Reduced |
| Cascade Investment Advisors, Inc. | 400 | $110.5K | 0.06% | 00.0% | Unchanged |
| PFS Partners, LLC | 400 | $110.5K | 0.08% | +400 | New |
| Bellevue Asset Management, LLC | 400 | $110.0K | 0.06% | 00.0% | Unchanged |
| Resources Management Corp | 400 | $110.0K | 0.01% | 00.0% | Unchanged |
| Earnest Partners LLC | 398 | $110.0K | 0.00% | 00.0% | Unchanged |
| Missouri Trust & Investment Co | 400 | $110.0K | 0.06% | +400 | New |
| Cornerstone Management, Inc. | 397 | $109.7K | 0.03% | +397 | New |
| Ten Capital Wealth Advisors, LLC | 389 | $107.0K | 0.04% | +45+13.1% | Added |
| Surevest, LLC | 388 | $107.0K | 0.03% | +388 | New |
| Tortoise Investment Management, LLC | 374 | $103.0K | 0.02% | +99+36.0% | Added |
| West Bancorporation Inc | 371 | $102.0K | 0.08% | +371 | New |
| Level Financial Advisors, Inc. | 358 | $99.0K | 0.08% | +358 | New |
| Kempen Capital Management N.V. | 347 | $96.0K | 0.00% | −46−11.7% | Reduced |
| Simon Quick Advisors, LLC | 346 | $96.0K | 0.03% | +68+24.5% | Added |
| Truvestments Capital LLC | 343 | $95.0K | 0.05% | 00.0% | Unchanged |
| Hillsdale Investment Management Inc. | 340 | $94.0K | 0.01% | 00.0% | Unchanged |
| Syverson Strege & Co | 330 | $91.0K | 0.07% | −120−26.7% | Reduced |
| Twin Lakes Capital Management, LLC | 325 | $90.0K | 0.05% | 00.0% | Unchanged |
| Sierra Capital LLC | 327 | $90.0K | 0.01% | +80+32.4% | Added |
| Accel Wealth Management | 321 | $89.0K | 0.04% | 00.0% | Unchanged |
| Ritter Daniher Financial Advisory, LLC | 317 | $88.0K | 0.06% | 00.0% | Unchanged |
| Cassady Schiller Wealth Management, LLC | 320 | $88.0K | 0.05% | +320 | New |
| Itau Unibanco Holding S.A. | 314 | $87.0K | 0.00% | −10−3.1% | Reduced |