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 $942.8B 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
- +286 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
- 88
- 686 more reduced
34 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 | $942.8B |
| Q1 2026 | 4,392 | $712.9B |
| Q4 2025 | 4,453 | $843.2B |
| Q3 2025 | 3,905 | $583.5B |
| Q2 2025 | 3,915 | $610.1B |
| Q1 2025 | 3,929 | $688.4B |
| Q4 2024 | 3,914 | $602.9B |
| Q3 2024 | 3,667 | $687.4B |
| Q2 2024 | 3,572 | $707.0B |
| Q1 2024 | 3,466 | $607.2B |
| Q4 2023 | 3,277 | $457.2B |
| Q3 2023 | 2,979 | $421.9B |
| Q2 2023 | 2,819 | $366.7B |
| Q1 2023 | 2,620 | $269.7B |
| Q4 2022 | 2,673 | $288.4B |
| Q3 2022 | 2,490 | $256.1B |
| Q2 2022 | 2,451 | $255.6B |
| Q1 2022 | 2,350 | $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 |
|---|---|---|---|---|---|
| Davenport & Co LLC | 28,457 | $7.86M | 0.05% | −130.0% | Reduced |
| North Star Asset Management Inc | 28,366 | $7.84M | 0.39% | +644+2.3% | Added |
| Mirova | 28,332 | $7.83M | 0.94% | −2,756−8.9% | Reduced |
| Gouws Capital LLC | 28,322 | $7.82M | 6.32% | +28,322 | New |
| Avantax Advisory Services, Inc. | 28,069 | $7.75M | 0.12% | −188−0.7% | Reduced |
| Covington Investment Advisors Inc. | 27,986 | $7.73M | 1.57% | 00.0% | Unchanged |
| Stephens Inc | 27,923 | $7.71M | 0.12% | −167−0.6% | Reduced |
| Cypress Asset Management Inc | 27,811 | $7.68M | 1.83% | −464−1.6% | Reduced |
| Salomon & Ludwin, LLC | 27,647 | $7.64M | 1.08% | +24,860+892.0% | Added |
| ExodusPoint Capital Management, LP | 27,582 | $7.62M | 0.09% | +16,694+153.3% | Added |
| Argyle Capital Management Inc. | 27,573 | $7.62M | 2.38% | −566−2.0% | Reduced |
| Column Capital Advisors, LLC | 27,529 | $7.60M | 1.47% | +1,404+5.4% | Added |
| Sivik Global Healthcare LLC | 27,500 | $7.60M | 3.25% | −7,500−21.4% | Reduced |
| Richard Bernstein Advisors LLC | 27,352 | $7.56M | 0.15% | 00.0% | Unchanged |
| Kovitz Investment Group Partners, LLC | 43,769 | $7.39M | 0.17% | −8,711−16.6% | Reduced |
| DuPont Capital Management Corp | 26,698 | $7.38M | 0.26% | +16,025+150.1% | Added |
| NJ State Employees Deferred Compensation Plan | 26,260 | $7.25M | 0.91% | 00.0% | Unchanged |
| London Co of Virginia | 26,180 | $7.23M | 0.04% | −682−2.5% | Reduced |
| Trust Co of Toledo NA | 25,843 | $7.14M | 1.07% | −240−0.9% | Reduced |
| Logan Capital Management Inc | 25,782 | $7.12M | 0.31% | +200+0.8% | Added |
| Ethic Inc. | 25,643 | $7.08M | 0.55% | +13,533+111.8% | Added |
| Brookstone Capital Management | 27,288 | $7.08M | 0.12% | −864−3.1% | Reduced |
| Meeder Asset Management Inc | 25,402 | $7.02M | 0.71% | −9,494−27.2% | Reduced |
| King Luther Capital Management Corp | 25,387 | $7.01M | 0.03% | +849+3.5% | Added |
| Stratos Wealth Partners, LTD. | 25,247 | $6.97M | 0.15% | +2,837+12.7% | Added |
| Veritable, L.P. | 25,180 | $6.96M | 0.10% | +62+0.2% | Added |
| Fusion Capital, LLC | 25,064 | $6.92M | 3.52% | +908+3.8% | Added |
| Sound View Wealth Advisors Group, LLC | 25,061 | $6.92M | 1.31% | +146+0.6% | Added |
| Toroso Investments, LLC | 24,975 | $6.90M | 0.21% | +11,513+85.5% | Added |
| Bryn Mawr Trust Co | 24,939 | $6.89M | 0.25% | −160−0.6% | Reduced |
| JustInvest LLC | 24,800 | $6.85M | 0.40% | +8,569+52.8% | Added |
| Busey Wealth Management | 24,679 | $6.82M | 0.26% | −2,425−8.9% | Reduced |
| KCM Investment Advisors LLC | 24,670 | $6.81M | 0.24% | −209−0.8% | Reduced |
| Cacti Asset Management LLC | 24,630 | $6.80M | 0.54% | +23,630+2,363.0% | Added |
| Eagle Asset Management Inc | 24,483 | $6.79M | 0.03% | −156−0.6% | Reduced |
| Johnson Investment Counsel Inc | 24,356 | $6.73M | 0.08% | +76+0.3% | Added |
| Jefferies Group LLC | 24,356 | $6.73M | 0.13% | +12,806+110.9% | Added |
| American Financial Advisors, LLC | 24,336 | $6.72M | 0.85% | +43+0.2% | Added |
| Pallas Capital Advisors LLC | 27,557 | $6.70M | 0.82% | +2,012+7.9% | Added |
| Timber Creek Capital Management LLC | 24,215 | $6.69M | 1.99% | −45−0.2% | Reduced |
| Cutler Group LP | 24,170 | $6.68M | 0.46% | +23,696+4,999.2% | Added |
| PKO Investment Management Joint-Stock Co | 23,977 | $6.62M | 0.75% | −10,098−29.6% | Reduced |
| Moors & Cabot, Inc. | 23,855 | $6.59M | 0.41% | +3,306+16.1% | Added |
| Ossiam | 23,784 | $6.57M | 0.17% | +1,259+5.6% | Added |
| Caldwell Trust Co | 23,673 | $6.54M | 0.75% | −627−2.6% | Reduced |
| Morris Capital Advisors, LLC | 23,660 | $6.54M | 4.80% | −350−1.5% | Reduced |
| Harbour Capital Advisors, LLC | 23,645 | $6.53M | 1.61% | +206+0.9% | Added |
| Palisade Asset Management, LLC | 23,533 | $6.50M | 0.73% | −350−1.5% | Reduced |
| National Asset Management, Inc. | 23,500 | $6.49M | 0.19% | +405+1.8% | Added |
| Focus Financial Network, Inc. | 23,467 | $6.48M | 0.95% | +1,754+8.1% | Added |
| Budros, Ruhlin & Roe, Inc. | 23,389 | $6.46M | 0.70% | −305−1.3% | Reduced |
| Handelsinvest Investeringsforvaltning | 23,340 | $6.45M | 0.65% | 00.0% | Unchanged |
| Essex Financial Services, Inc. | 23,190 | $6.41M | 0.63% | −849−3.5% | Reduced |
| McGowan Group Asset Management, Inc. | 22,831 | $6.31M | 1.11% | +21+0.1% | Added |
| Buckingham Capital Management, Inc. | 22,758 | $6.29M | 0.97% | −1,398−5.8% | Reduced |
| Chesley Taft & Associates LLC | 22,735 | $6.28M | 0.32% | +65+0.3% | Added |
| HBK Sorce Advisory LLC | 22,666 | $6.26M | 0.32% | +1,072+5.0% | Added |
| Jackson Square Capital, LLC | 22,668 | $6.26M | 1.80% | +492+2.2% | Added |
| Squarepoint Ops LLC | 22,552 | $6.23M | 0.03% | +7,065+45.6% | Added |
| FineMark National Bank & Trust | 22,480 | $6.21M | 0.24% | −1,283−5.4% | Reduced |
| Sumitomo Life Insurance Co | 22,324 | $6.17M | 0.15% | −623−2.7% | Reduced |
| Bartlett & Co. LLC | 22,202 | $6.13M | 0.10% | +1,411+6.8% | Added |
| Bartlett & Co. Wealth Management LLC | 22,202 | $6.13M | 0.10% | +1,411+6.8% | Added |
| Walleye Capital LLC | 22,167 | $6.12M | 0.20% | +22,167 | New |
| Wetherby Asset Management Inc | 22,129 | $6.11M | 0.35% | +293+1.3% | Added |
| Cubist Systematic Strategies, LLC | 22,030 | $6.08M | 0.06% | −98,186−81.7% | Reduced |
| Profund Advisors LLC | 21,889 | $6.05M | 0.20% | +2,262+11.5% | Added |
| Silvant Capital Management LLC | 21,863 | $6.04M | 1.03% | −948−4.2% | Reduced |
| Birmingham Capital Management Co Inc | 21,850 | $6.04M | 2.18% | 00.0% | Unchanged |
| Chicago Capital, LLC | 21,778 | $6.02M | 0.22% | −54−0.2% | Reduced |
| HM Payson & Co | 21,595 | $5.96M | 0.13% | −388−1.8% | Reduced |
| Laurel Wealth Advisors LLC | 21,563 | $5.96M | 1.25% | −210−1.0% | Reduced |
| American National Insurance Co | 21,560 | $5.96M | 1.32% | −102,585−82.6% | Reduced |
| Monetary Management Group Inc | 21,545 | $5.95M | 1.47% | +1,835+9.3% | Added |
| Bremer Bank National Association | 21,492 | $5.94M | 0.98% | +2,873+15.4% | Added |
| Gofen & Glossberg LLC | 21,421 | $5.92M | 0.13% | −591−2.7% | Reduced |
| Siemens Fonds Invest GmbH | 21,297 | $5.91M | 0.39% | +1,070+5.3% | Added |
| Roanoke Asset Management Corp | 21,120 | $5.83M | 1.93% | −464−2.1% | Reduced |
| Avitas Wealth Management LLC | 21,038 | $5.81M | 0.97% | +481+2.3% | Added |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 20,902 | $5.77M | 2.54% | −561−2.6% | Reduced |
| Greenleaf Trust | 20,590 | $5.69M | 0.07% | +1,332+6.9% | Added |
| Signaturefd, LLC | 20,500 | $5.66M | 0.17% | +2,023+10.9% | Added |
| Signet Financial Management, LLC | 20,470 | $5.65M | 0.86% | +81+0.4% | Added |
| Cerity Partners LLC | 23,005 | $5.62M | 0.09% | +11,857+106.4% | Added |
| Ferguson Wellman Capital Management, Inc | 20,276 | $5.60M | 0.16% | −300−1.5% | Reduced |
| Rice Partnership, LLC | 20,199 | $5.58M | 1.59% | −1,275−5.9% | Reduced |
| Hancock Whitney Corp | 20,131 | $5.56M | 0.17% | +150+0.8% | Added |
| Redpoint Investment Management Pty Ltd | 20,097 | $5.55M | 0.44% | −395−1.9% | Reduced |
| PointState Capital LP | 20,000 | $5.52M | 0.17% | −20,000−50.0% | Reduced |
| LGT Fund Management Co Ltd. | 20,000 | $5.52M | 1.59% | +20,000 | New |
| CMH Wealth Management LLC | 19,957 | $5.51M | 1.66% | +253+1.3% | Added |
| Finer Wealth Management, Inc. | 19,889 | $5.49M | 4.56% | +19,889 | New |
| Boston Private Wealth LLC | 19,864 | $5.49M | 0.09% | −1,720−8.0% | Reduced |
| Laird Norton Trust Company, LLC | 19,845 | $5.48M | 0.51% | −29−0.1% | Reduced |
| 6 Meridian | 19,840 | $5.48M | 0.40% | −612−3.0% | Reduced |
| OPSEU Pension Plan Trust Fund | 20,524 | $5.48M | 1.24% | +1,501+7.9% | Added |
| Dixon Hubard Feinour & Brown Inc | 19,783 | $5.46M | 0.53% | −90.0% | Reduced |
| Vident Investment Advisory, LLC | 19,666 | $5.43M | 0.14% | +7,371+60.0% | Added |
| Beacon Pointe Advisors, LLC | 19,618 | $5.42M | 0.14% | −854−4.2% | Reduced |
| Crescent Capital Consulting, LLC | 19,548 | $5.40M | 0.89% | +1,807+10.2% | Added |