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 |
|---|---|---|---|---|---|
| Indiana Trust & Investment Management CO | 13,830 | $3.82M | 1.76% | −105−0.8% | Reduced |
| Segall Bryant & Hamill, LLC | 13,801 | $3.81M | 0.04% | −250−1.8% | Reduced |
| Balasa Dinverno & Foltz LLC | 13,785 | $3.81M | 0.25% | −799−5.5% | Reduced |
| Money Concepts Capital Corp | 13,785 | $3.81M | 0.32% | +13,785 | New |
| Transcend Wealth Collective, LLC | 13,657 | $3.77M | 0.33% | +318+2.4% | Added |
| Pensionfund DSM Netherlands | 13,600 | $3.76M | 0.43% | 00.0% | Unchanged |
| Resource Management, LLC | 13,595 | $3.75M | 0.39% | +304+2.3% | Added |
| Shepherd Financial Partners LLC | 13,555 | $3.74M | 0.65% | +6,400+89.4% | Added |
| Glynn Capital Management LLC | 13,490 | $3.73M | 0.40% | 00.0% | Unchanged |
| Lavaca Capital LLC | 13,436 | $3.71M | 1.64% | −198−1.5% | Reduced |
| Essex Savings Bank | 13,424 | $3.71M | 1.26% | −10.0% | Reduced |
| Perkins Capital Management Inc | 13,408 | $3.70M | 2.50% | −300−2.2% | Reduced |
| Paloma Partners Management Co | 13,400 | $3.70M | 0.12% | +13,400 | New |
| Coldstream Capital Management Inc | 13,381 | $3.70M | 0.12% | +5,477+69.3% | Added |
| Wolff Financial Management LLC | 13,327 | $3.68M | 1.39% | +13,327 | New |
| WBH Advisory Inc | 13,205 | $3.65M | 0.42% | −278−2.1% | Reduced |
| Gamble Jones Investment Counsel | 13,185 | $3.64M | 0.22% | −39−0.3% | Reduced |
| Wilbanks Smith & Thomas Asset Management LLC | 13,147 | $3.63M | 0.13% | −238−1.8% | Reduced |
| Leelyn Smith, LLC | 13,111 | $3.62M | 0.97% | −64−0.5% | Reduced |
| Supplemental Annuity Collective Trust of NJ | 13,100 | $3.62M | 1.11% | 00.0% | Unchanged |
| Intrust Bank NA | 13,085 | $3.62M | 0.43% | −16−0.1% | Reduced |
| Great Valley Advisor Group, Inc. | 13,233 | $3.60M | 0.22% | +133+1.0% | Added |
| Harel Insurance Investments & Financial Services Ltd. | 13,000 | $3.60M | 0.07% | −463−3.4% | Reduced |
| Providence Wealth Advisors, LLC | 13,852 | $3.57M | 2.25% | −92−0.7% | Reduced |
| Mastrapasqua Asset Management Inc | 12,909 | $3.57M | 0.35% | +769+6.3% | Added |
| Rothschild Investment Corp | 12,847 | $3.55M | 0.28% | −922−6.7% | Reduced |
| American National Registered Investment Advisor, Inc. | 12,843 | $3.55M | 1.17% | −20.0% | Reduced |
| ARGI Investment Services, LLC | 12,762 | $3.52M | 0.10% | +382+3.1% | Added |
| Enterprise Bank & Trust Co | 12,668 | $3.50M | 1.22% | −27−0.2% | Reduced |
| Stableford Capital II LLC | 14,551 | $3.50M | 1.47% | +1,280+9.6% | Added |
| Fuller & Thaler Asset Management, Inc. | 12,639 | $3.49M | 0.02% | −1,800−12.5% | Reduced |
| Alerus Financial NA | 12,550 | $3.47M | 0.28% | −3,738−22.9% | Reduced |
| Aptus Capital Advisors, LLC | 12,498 | $3.45M | 0.12% | +1,544+14.1% | Added |
| Marietta Wealth Management, LLC | 12,491 | $3.45M | 0.69% | +481+4.0% | Added |
| Sofos Investments, Inc. | 6,900 | $3.44M | 0.27% | +6,900 | New |
| Connectus Wealth, LLC | 12,397 | $3.43M | 0.13% | +12,397 | New |
| HB Wealth Management, LLC | 12,376 | $3.42M | 0.07% | +12,376 | New |
| Union Heritage Capital, LLC | 12,350 | $3.41M | 1.60% | 00.0% | Unchanged |
| Signet Investment Advisory Group, Inc. | 12,295 | $3.40M | 1.93% | −163−1.3% | Reduced |
| Plancorp, LLC | 12,201 | $3.37M | 0.21% | +162+1.3% | Added |
| King Wealth | 12,200 | $3.37M | 0.63% | +1,008+9.0% | Added |
| IHT Wealth Management, LLC | 12,178 | $3.36M | 0.25% | +129+1.1% | Added |
| Vestmark Advisory Solutions, Inc. | 12,157 | $3.36M | 0.19% | +364+3.1% | Added |
| WealthTrust Axiom LLC | 12,103 | $3.34M | 1.07% | +7+0.1% | Added |
| Aull & Monroe Investment Management Corp | 12,067 | $3.33M | 1.49% | −210−1.7% | Reduced |
| Evernest Financial Advisors, LLC | 4,483 | $3.32M | 1.72% | +4,483 | New |
| Clough Capital Partners L P | 12,013 | $3.32M | 0.22% | 00.0% | Unchanged |
| Comerica Securities,inc. | 12,001 | $3.31M | 0.21% | −271−2.2% | Reduced |
| American Assets Investment Management, LLC | 12,000 | $3.31M | 0.36% | 00.0% | Unchanged |
| First City Capital Management, Inc. | 13,678 | $3.31M | 1.86% | −1,036−7.0% | Reduced |
| Montecito Bank & Trust | 11,988 | $3.31M | 0.59% | −36−0.3% | Reduced |
| Brooktree Capital Management | 11,939 | $3.30M | 2.02% | −1,054−8.1% | Reduced |
| Cable Hill Partners, LLC | 11,803 | $3.26M | 0.67% | +406+3.6% | Added |
| Reynders McVeigh Capital Management, LLC | 11,779 | $3.25M | 0.18% | +349+3.1% | Added |
| Nomura Holdings Inc | 11,741 | $3.24M | 0.02% | −7,253−38.2% | Reduced |
| Van Leeuwen & Company, LLC | 11,740 | $3.24M | 1.82% | +11,740 | New |
| West Oak Capital, LLC | 11,705 | $3.23M | 1.19% | −400−3.3% | Reduced |
| Equitable Trust Co | 11,669 | $3.22M | 0.20% | −87−0.7% | Reduced |
| Donoghue Forlines LLC | 11,570 | $3.20M | 0.54% | −84−0.7% | Reduced |
| C2C Wealth Management, LLC | 11,515 | $3.18M | 0.46% | +11,515 | New |
| Banco Santander, S.A. | 11,458 | $3.17M | 0.02% | −2,834−19.8% | Reduced |
| G&S Capital LLC | 11,444 | $3.16M | 1.57% | −203−1.7% | Reduced |
| Altfest L J & Co Inc | 11,428 | $3.16M | 0.60% | −578−4.8% | Reduced |
| L & S Advisors Inc | 11,418 | $3.15M | 0.34% | +11,418 | New |
| Tudor Investment Corp Et Al | 11,412 | $3.15M | 0.06% | +1,530+15.5% | Added |
| DCF Advisers, LLC | 11,250 | $3.11M | 1.56% | 00.0% | Unchanged |
| Wedbush Securities Inc | 11,235 | $3.10M | 0.13% | +5,887+110.1% | Added |
| Evergreen Capital Management LLC | 11,223 | $3.10M | 0.12% | +143+1.3% | Added |
| Estabrook Capital Management | 11,181 | $3.09M | 0.44% | −1,959−14.9% | Reduced |
| Sabadell Asset Management, S.A S.G.I.I.C | 12,363 | $3.09M | 0.49% | +543+4.6% | Added |
| Anderson Hoagland & Co | 12,832 | $3.08M | 0.40% | +163+1.3% | Added |
| Crew Capital Management, Ltd. | 11,142 | $3.08M | 2.60% | +50+0.5% | Added |
| Family Legacy, Inc. | 11,654 | $3.06M | 1.25% | +80+0.7% | Added |
| TRUE Private Wealth Advisors | 11,067 | $3.06M | 0.44% | +15+0.1% | Added |
| Punch & Associates Investment Management, Inc. | 10,981 | $3.03M | 0.16% | −87−0.8% | Reduced |
| Meitav Dash Investments Ltd | 10,952 | $3.02M | 0.05% | +155+1.4% | Added |
| AIA Group Ltd | 10,948 | $3.02M | 0.14% | +9,636+734.5% | Added |
| Symmetry Partners, LLC | 10,929 | $3.02M | 0.19% | +3,998+57.7% | Added |
| MTM Investment Management, LLC | 10,858 | $3.00M | 1.43% | −29−0.3% | Reduced |
| Intersect Capital LLC | 10,807 | $2.98M | 0.55% | −4,173−27.9% | Reduced |
| Highland Capital Management, LLC | 10,806 | $2.98M | 0.17% | +922+9.3% | Added |
| Investors Asset Management of Georgia Inc | 10,801 | $2.98M | 1.42% | −75−0.7% | Reduced |
| Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD | 10,797 | $2.98M | 0.49% | 00.0% | Unchanged |
| Bridges Investment Management Inc | 10,788 | $2.98M | 0.09% | +75+0.7% | Added |
| Waters Parkerson & Co., LLC | 10,706 | $2.96M | 0.16% | +52+0.5% | Added |
| Cadence Bank NA | 10,690 | $2.95M | 0.80% | +58+0.5% | Added |
| Edge Capital Group, LLC | 10,599 | $2.93M | 0.21% | +26+0.2% | Added |
| Pathstone Family Office, LLC | 10,593 | $2.93M | 0.07% | +709+7.2% | Added |
| Kinneret Advisory, LLC | 10,546 | $2.91M | 0.30% | 00.0% | Unchanged |
| Cambridge Trust Co | 10,532 | $2.91M | 0.09% | +3,152+42.7% | Added |
| Jaffetilchin Investment Partners, LLC | 10,519 | $2.90M | 0.27% | −778−6.9% | Reduced |
| Plimoth Trust Co LLC | 10,496 | $2.90M | 0.74% | −230−2.1% | Reduced |
| Diversified Trust Co | 10,493 | $2.90M | 0.10% | +369+3.6% | Added |
| Fulton Bank, N.A. | 10,451 | $2.89M | 0.13% | +486+4.9% | Added |
| Tocqueville Asset Management L.P. | 10,411 | $2.88M | 0.04% | +10+0.1% | Added |
| Veriti Management LLC | 10,353 | $2.86M | 0.37% | +68+0.7% | Added |
| KMG Fiduciary Partners, LLC | 10,307 | $2.85M | 0.44% | +3,478+50.9% | Added |
| Mutual Advisors, LLC | 10,289 | $2.84M | 0.15% | −505−4.7% | Reduced |
| Deseret Mutual Benefit Administrators | 10,267 | $2.84M | 0.48% | +1,554+17.8% | Added |
| Jones Financial Companies LLLP | 10,241 | $2.83M | 0.00% | +2,688+35.6% | Added |