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 |
|---|---|---|---|---|---|
| Centric Wealth Management | 19,436 | $5.37M | 1.78% | +152+0.8% | Added |
| Bell & Brown Wealth Advisors, LLC | 21,971 | $5.36M | 2.59% | −114−0.5% | Reduced |
| Gamco Investors, Inc. Et Al | 19,140 | $5.29M | 0.05% | −125−0.6% | Reduced |
| Kentucky Retirement Systems Insurance Trust Fund | 19,083 | $5.27M | 0.49% | −1,551−7.5% | Reduced |
| Triasima Portfolio Management inc. | 19,035 | $5.26M | 0.25% | +1,575+9.0% | Added |
| Amica Mutual Insurance Co | 18,953 | $5.24M | 0.44% | 00.0% | Unchanged |
| Home Federal Bank of Tennessee | 18,806 | $5.20M | 1.72% | −1,126−5.6% | Reduced |
| SJS Investment Consulting Inc. | 18,783 | $5.19M | 1.56% | +18,783 | New |
| Bradley Mark J. | 18,770 | $5.18M | 3.39% | −670−3.4% | Reduced |
| Horizon Investments, LLC | 18,737 | $5.15M | 0.15% | +1,498+8.7% | Added |
| Kestra Private Wealth Services, LLC | 18,650 | $5.15M | 0.25% | +329+1.8% | Added |
| Argent Trust Co | 18,570 | $5.13M | 0.30% | +447+2.5% | Added |
| South State Corp. | 18,496 | $5.11M | 0.40% | +521+2.9% | Added |
| Hunter Associates Investment Management LLC | 18,428 | $5.09M | 1.46% | −1,728−8.6% | Reduced |
| Cigna Investments Inc | 18,356 | $5.07M | 0.40% | −6,412−25.9% | Reduced |
| Prime Capital Investment Advisors, LLC | 18,143 | $5.01M | 0.27% | +8,733+92.8% | Added |
| Prudential PLC | 18,072 | $4.99M | 0.07% | +6,801+60.3% | Added |
| Trust Investment Advisors | 17,948 | $4.96M | 3.91% | +89+0.5% | Added |
| First National Bank of Mount Dora, Trust Investment Services | 17,826 | $4.92M | 1.45% | +148+0.8% | Added |
| Bath Savings Trust Co | 17,674 | $4.88M | 0.51% | −25−0.1% | Reduced |
| Peoples Financial Services Corp. | 17,581 | $4.86M | 1.89% | +740+4.4% | Added |
| Twin Capital Management Inc | 17,557 | $4.85M | 0.49% | +2,432+16.1% | Added |
| Northside Capital Management, LLC | 17,466 | $4.82M | 1.28% | 00.0% | Unchanged |
| Fortem Financial Group, LLC | 17,360 | $4.79M | 2.19% | +433+2.6% | Added |
| Integrated Wealth Concepts LLC | 17,255 | $4.77M | 0.14% | +1,613+10.3% | Added |
| Greylin Investment Mangement Inc | 17,160 | $4.74M | 0.89% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 17,031 | $4.70M | 0.32% | −576−3.3% | Reduced |
| SeaCrest Wealth Management, LLC | 16,975 | $4.69M | 0.51% | +42+0.2% | Added |
| Icon Wealth Partners, LLC | 16,904 | $4.67M | 0.47% | −69−0.4% | Reduced |
| Sigma Planning Corp | 16,879 | $4.66M | 0.13% | +1,829+12.2% | Added |
| Waycross Partners, LLC | 16,839 | $4.65M | 2.66% | +2,739+19.4% | Added |
| Integrated Advisors Network LLC | 16,786 | $4.64M | 0.27% | +375+2.3% | Added |
| Occudo Quantitative Strategies LP | 16,680 | $4.61M | 0.41% | −1,503−8.3% | Reduced |
| Stanley-Laman Group, Ltd. | 16,652 | $4.60M | 0.54% | +1,422+9.3% | Added |
| Bradley Foster & Sargent Inc | 16,566 | $4.58M | 0.09% | +625+3.9% | Added |
| Associated Banc-Corp | 16,487 | $4.55M | 0.17% | +405+2.5% | Added |
| AAFMAA Wealth Management & Trust LLC | 16,463 | $4.55M | 1.98% | +446+2.8% | Added |
| American Portfolios Advisors | 16,421 | $4.54M | 0.15% | +1,659+11.2% | Added |
| Journey Advisory Group, LLC | 16,351 | $4.52M | 1.25% | +499+3.1% | Added |
| Rossmore Private Capital | 16,349 | $4.52M | 0.71% | +65+0.4% | Added |
| Tower View Investment Management & Research LLC | 16,318 | $4.51M | 2.30% | +180+1.1% | Added |
| Murphy Capital Management Inc | 16,277 | $4.50M | 0.48% | −532−3.2% | Reduced |
| Atlantic Union Bankshares Corp | 16,247 | $4.49M | 0.38% | −1,019−5.9% | Reduced |
| Miracle Mile Advisors, LLC | 16,228 | $4.48M | 0.17% | +101+0.6% | Added |
| Gifford Fong Associates | 16,100 | $4.45M | 0.78% | 00.0% | Unchanged |
| Jacobi Capital Management LLC | 16,093 | $4.45M | 0.53% | +195+1.2% | Added |
| Brown Brothers Harriman & Co | 15,945 | $4.40M | 0.02% | +695+4.6% | Added |
| Ieq Capital, LLC | 15,884 | $4.39M | 0.10% | +1,370+9.4% | Added |
| IndexIQ Advisors LLC | 15,840 | $4.38M | 0.15% | −278−1.7% | Reduced |
| Wellington Shields & Co., LLC | 15,821 | $4.37M | 0.87% | +12+0.1% | Added |
| Burleson & Company, LLC | 15,814 | $4.37M | 0.64% | −1,099−6.5% | Reduced |
| RNC Capital Management LLC | 15,809 | $4.37M | 0.22% | −10.0% | Reduced |
| Fiera Capital Corp | 15,781 | $4.36M | 0.01% | +37+0.2% | Added |
| Oak Harvest Investment Services | 15,747 | $4.35M | 1.08% | +3,776+31.5% | Added |
| Cetera Advisors LLC | 15,704 | $4.34M | 0.09% | −1,004−6.0% | Reduced |
| Chilton Capital Management LLC | 15,632 | $4.32M | 0.22% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 15,622 | $4.32M | 0.16% | +653+4.4% | Added |
| Osterweis Capital Management Inc | 15,616 | $4.31M | 0.22% | 00.0% | Unchanged |
| Spire Wealth Management | 15,446 | $4.28M | 0.09% | +6,961+82.0% | Added |
| B. Riley Wealth Management, Inc. | 15,225 | $4.21M | 0.29% | +373+2.5% | Added |
| Park National Corp | 15,149 | $4.18M | 0.16% | −614−3.9% | Reduced |
| Morse Asset Management, Inc | 15,150 | $4.18M | 0.93% | +11,150+278.8% | Added |
| Everence Capital Management Inc | 15,140 | $4.18M | 0.31% | −6,420−29.8% | Reduced |
| Virtu Financial LLC | 15,139 | $4.18M | 0.43% | +12,394+451.5% | Added |
| Maryland Capital Management | 15,137 | $4.18M | 0.23% | −1,034−6.4% | Reduced |
| Eastern Bank | 15,083 | $4.17M | 0.18% | −270−1.8% | Reduced |
| Anchor Investment Management, LLC | 15,006 | $4.14M | 0.51% | +158+1.1% | Added |
| NEIRG Wealth Management, LLC | 14,938 | $4.13M | 0.79% | +14,938 | New |
| Point72 Hong Kong Ltd | 14,931 | $4.12M | 0.35% | +14,931 | New |
| Buckingham Strategic Wealth, LLC | 14,924 | $4.12M | 0.08% | +64+0.4% | Added |
| Institutional & Family Asset Management, LLC | 14,906 | $4.12M | 0.64% | −1,677−10.1% | Reduced |
| Hartford Financial Management Inc. | 14,903 | $4.12M | 0.96% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 14,895 | $4.11M | 0.16% | −1,282−7.9% | Reduced |
| GYL Financial Synergies, LLC | 14,838 | $4.10M | 1.11% | +12,674+585.7% | Added |
| Summit Financial Group Inc | 14,825 | $4.09M | 1.33% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 14,797 | $4.09M | 0.17% | +9,876+200.7% | Added |
| Choate Investment Advisors | 14,779 | $4.08M | 0.24% | −80−0.5% | Reduced |
| Fi3 FINANCIAL ADVISORS, LLC | 14,739 | $4.07M | 2.66% | +175+1.2% | Added |
| Ingalls & Snyder LLC | 14,719 | $4.07M | 0.19% | −455−3.0% | Reduced |
| Strategic Capital Advisers, Inc. | 14,705 | $4.06M | 2.91% | +26+0.2% | Added |
| Federation des caisses Desjardins du Quebec | 14,667 | $4.05M | 0.04% | −189−1.3% | Reduced |
| Harvey Investment Co LLC | 14,655 | $4.05M | 0.47% | 00.0% | Unchanged |
| Magnetar Financial LLC | 14,610 | $4.04M | 0.04% | −41,059−73.8% | Reduced |
| China Universal Asset Management Co., Ltd. | 14,472 | $4.00M | 0.95% | +14,472 | New |
| Cohen Investment Advisors LLC | 14,369 | $3.97M | 2.83% | −312−2.1% | Reduced |
| Patton Fund Management, Inc. | 14,351 | $3.96M | 1.20% | +14,351 | New |
| Fernwood Investment Management, LLC | 14,268 | $3.94M | 1.29% | +25+0.2% | Added |
| Sawtooth Solutions, LLC | 14,254 | $3.94M | 0.44% | +8,182+134.7% | Added |
| Hyman Charles D | 14,235 | $3.93M | 0.25% | +2,900+25.6% | Added |
| Williams Jones Wealth Management, LLC. | 14,216 | $3.93M | 0.05% | +69+0.5% | Added |
| Chartwell Investment Partners, LLC | 14,134 | $3.90M | 0.11% | +101+0.7% | Added |
| Grace Capital | 14,118 | $3.90M | 2.32% | +200+1.4% | Added |
| IBM Retirement Fund | 14,116 | $3.90M | 0.48% | −9,841−41.1% | Reduced |
| Bank Ozk | 14,106 | $3.90M | 1.59% | −149−1.0% | Reduced |
| Nicholas Hoffman & Company, LLC. | 14,062 | $3.88M | 0.12% | +24+0.2% | Added |
| Naples Global Advisors, LLC | 14,038 | $3.88M | 0.45% | −105−0.7% | Reduced |
| Hodges Capital Management Inc. | 14,035 | $3.88M | 0.28% | +2,040+17.0% | Added |
| Kingsview Wealth Management, LLC | 14,030 | $3.88M | 0.16% | +597+4.4% | Added |
| Empirical Finance, LLC | 13,958 | $3.85M | 0.46% | +3,624+35.1% | Added |
| Cornerstone Wealth Group, LLC | 13,934 | $3.85M | 0.66% | +13,934 | New |