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, Q1 2022
Institutional positions in Eli Lilly & Co as of Mar 31, 2022. 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
- 2,349
- +62 vs. Q4 2021
- Shares held
- 789.2M
- −501.4K (−0.1%) vs. Q4 2021
- Total value
- $225.8B
- +$7.88B (+3.6%) vs. Q4 2021
- New holders
- 168
- 885 more added
- Sold out
- 106
- 866 more reduced
21 institutions that held it in Q4 2021 haven't filed for Q1 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2022
Shares, value and share of portfolio for each institution holding Eli Lilly & Co; share changes are against Q4 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Highland Capital Management, LLC | 11,069 | $3.17M | 0.19% | +263+2.4% | Added |
| Evergreen Capital Management LLC | 11,108 | $3.18M | 0.13% | −115−1.0% | Reduced |
| Altfest L J & Co Inc | 11,231 | $3.22M | 0.57% | −197−1.7% | Reduced |
| Veriti Management LLC | 11,335 | $3.25M | 0.39% | +982+9.5% | Added |
| FORA Capital, LLC | 11,229 | $3.25M | 0.59% | +9,297+481.2% | Added |
| Equitable Trust Co | 11,401 | $3.27M | 0.21% | −268−2.3% | Reduced |
| TRUE Private Wealth Advisors | 11,083 | $3.27M | 0.46% | +16+0.1% | Added |
| West Oak Capital, LLC | 11,415 | $3.27M | 1.48% | −290−2.5% | Reduced |
| Checchi Capital Advisers, LLC | 11,458 | $3.28M | 0.34% | +1,672+17.1% | Added |
| TrimTabs Asset Management, LLC | 11,510 | $3.30M | 1.10% | +11,510 | New |
| Northeast Investment Management | 11,550 | $3.31M | 0.17% | +1,774+18.1% | Added |
| Gladstone Institutional Advisory LLC | 11,567 | $3.31M | 0.22% | +9,582+482.7% | Added |
| Wedbush Securities Inc | 11,609 | $3.32M | 0.15% | +374+3.3% | Added |
| G&S Capital LLC | 11,673 | $3.34M | 1.79% | +229+2.0% | Added |
| Reynders McVeigh Capital Management, LLC | 11,737 | $3.36M | 0.21% | −42−0.4% | Reduced |
| Ingalls & Snyder LLC | 11,791 | $3.38M | 0.15% | −2,928−19.9% | Reduced |
| Enterprise Bank & Trust Co | 11,930 | $3.42M | 1.34% | −738−5.8% | Reduced |
| C2C Wealth Management, LLC | 11,515 | $3.42M | 0.58% | 00.0% | Unchanged |
| Donoghue Forlines LLC | 11,936 | $3.42M | 0.74% | +366+3.2% | Added |
| Montecito Bank & Trust | 11,943 | $3.42M | 0.64% | −45−0.4% | Reduced |
| American Assets Investment Management, LLC | 12,000 | $3.44M | 0.36% | 00.0% | Unchanged |
| WealthTrust Axiom LLC | 12,003 | $3.44M | 1.07% | −100−0.8% | Reduced |
| Clough Capital Partners L P | 12,013 | $3.44M | 0.26% | 00.0% | Unchanged |
| Aull & Monroe Investment Management Corp | 12,067 | $3.46M | 1.56% | 00.0% | Unchanged |
| Fulton Bank, N.A. | 12,067 | $3.46M | 0.16% | +1,616+15.5% | Added |
| Edge Capital Group, LLC | 12,097 | $3.46M | 0.24% | +1,498+14.1% | Added |
| Symmetry Partners, LLC | 12,215 | $3.50M | 0.22% | +1,286+11.8% | Added |
| Coldstream Capital Management Inc | 12,222 | $3.50M | 0.12% | −1,159−8.7% | Reduced |
| Cable Hill Partners, LLC | 12,305 | $3.52M | 2.31% | +502+4.3% | Added |
| Plancorp, LLC | 12,368 | $3.54M | 0.23% | +167+1.4% | Added |
| American National Registered Investment Advisor, Inc. | 12,560 | $3.60M | 1.29% | −283−2.2% | Reduced |
| Covington Capital Management | 12,559 | $3.60M | 0.13% | +4,702+59.8% | Added |
| Jaffetilchin Investment Partners, LLC | 12,387 | $3.61M | 0.43% | +1,868+17.8% | Added |
| IHT Wealth Management, LLC | 12,633 | $3.62M | 0.27% | +455+3.7% | Added |
| Vestmark Advisory Solutions, Inc. | 12,704 | $3.64M | 0.21% | +547+4.5% | Added |
| Anderson Hoagland & Co | 12,718 | $3.64M | 0.47% | −114−0.9% | Reduced |
| Alerus Financial NA | 12,811 | $3.67M | 0.31% | +261+2.1% | Added |
| Metis Global Partners, LLC | 12,825 | $3.67M | 0.44% | +5,299+70.4% | Added |
| Rothschild Investment Corp | 12,838 | $3.68M | 0.29% | −9−0.1% | Reduced |
| WBH Advisory Inc | 12,531 | $3.73M | 0.46% | −674−5.1% | Reduced |
| Eastern Bank | 13,092 | $3.75M | 0.17% | −1,991−13.2% | Reduced |
| Wilbanks Smith & Thomas Asset Management LLC | 13,014 | $3.75M | 0.15% | −133−1.0% | Reduced |
| Supplemental Annuity Collective Trust of NJ | 13,100 | $3.75M | 1.23% | 00.0% | Unchanged |
| KMG Fiduciary Partners, LLC | 13,116 | $3.76M | 0.60% | +2,809+27.3% | Added |
| Gamble Jones Investment Counsel | 13,160 | $3.77M | 0.24% | −25−0.2% | Reduced |
| Segall Bryant & Hamill, LLC | 13,185 | $3.77M | 0.04% | −616−4.5% | Reduced |
| McKinley Carter Wealth Services, Inc. | 13,198 | $3.78M | 0.30% | +11,150+544.4% | Added |
| Wolff Financial Management LLC | 13,328 | $3.82M | 1.52% | +10.0% | Added |
| Twinbeech Capital LP | 13,352 | $3.82M | 0.17% | +13,352 | New |
| Intrust Bank NA | 13,368 | $3.83M | 0.48% | +283+2.2% | Added |
| Perkins Capital Management Inc | 13,408 | $3.84M | 3.15% | 00.0% | Unchanged |
| Essex Savings Bank | 13,433 | $3.85M | 1.27% | +9+0.1% | Added |
| Glynn Capital Management LLC | 13,490 | $3.86M | 0.52% | 00.0% | Unchanged |
| Nicholas Hoffman & Company, LLC. | 13,516 | $3.87M | 0.15% | −546−3.9% | Reduced |
| IBM Retirement Fund | 13,522 | $3.87M | 0.55% | −594−4.2% | Reduced |
| Avitas Wealth Management LLC | 13,524 | $3.87M | 0.70% | −7,514−35.7% | Reduced |
| Great Valley Advisor Group, Inc. | 13,606 | $3.89M | 0.23% | +373+2.8% | Added |
| Balasa Dinverno & Foltz LLC | 13,579 | $3.89M | 0.26% | −206−1.5% | Reduced |
| Transcend Wealth Collective, LLC | 13,595 | $3.89M | 0.35% | −62−0.5% | Reduced |
| Williams Jones Wealth Management, LLC. | 13,680 | $3.92M | 0.05% | −536−3.8% | Reduced |
| Bank Ozk | 13,750 | $3.94M | 1.69% | −356−2.5% | Reduced |
| Chartwell Investment Partners, LLC | 13,776 | $3.94M | 0.13% | −358−2.5% | Reduced |
| Patton Fund Management, Inc. | 13,785 | $3.95M | 1.08% | −566−3.9% | Reduced |
| Leelyn Smith, LLC | 13,875 | $3.97M | 1.04% | +764+5.8% | Added |
| Geneos Wealth Management Inc. | 13,882 | $3.98M | 0.17% | −1,013−6.8% | Reduced |
| Shepherd Financial Partners LLC | 13,889 | $3.98M | 0.71% | +334+2.5% | Added |
| First City Capital Management, Inc. | 13,884 | $3.98M | 2.19% | +206+1.5% | Added |
| TD Private Client Wealth LLC | 13,912 | $3.98M | 0.17% | −885−6.0% | Reduced |
| Indiana Trust & Investment Management CO | 13,934 | $3.99M | 1.92% | +104+0.8% | Added |
| Cohen Investment Advisors LLC | 13,959 | $4.00M | 2.97% | −410−2.9% | Reduced |
| Banco Santander, S.A. | 13,972 | $4.00M | 0.04% | +2,514+21.9% | Added |
| Naples Global Advisors, LLC | 13,989 | $4.01M | 0.46% | −49−0.3% | Reduced |
| Strategic Capital Advisers, Inc. | 14,059 | $4.03M | 3.07% | −646−4.4% | Reduced |
| Arabesque Asset Management Ltd | 14,166 | $4.06M | 1.41% | +5,291+59.6% | Added |
| Anchor Investment Management, LLC | 14,178 | $4.06M | 0.51% | −828−5.5% | Reduced |
| Providence Wealth Advisors, LLC | 13,882 | $4.06M | 2.61% | +30+0.2% | Added |
| Buckingham Strategic Wealth, LLC | 14,196 | $4.07M | 0.08% | −728−4.9% | Reduced |
| Park National Corp | 14,201 | $4.07M | 0.17% | −948−6.3% | Reduced |
| Fernwood Investment Management, LLC | 14,243 | $4.08M | 1.43% | −25−0.2% | Reduced |
| Handelsinvest Investeringsforvaltning | 14,340 | $4.11M | 0.50% | −9,000−38.6% | Reduced |
| Hodges Capital Management Inc. | 14,348 | $4.11M | 0.33% | +313+2.2% | Added |
| Van Leeuwen & Company, LLC | 14,348 | $4.11M | 3.02% | +2,608+22.2% | Added |
| NEIRG Wealth Management, LLC | 14,461 | $4.14M | 0.81% | −477−3.2% | Reduced |
| Federation des caisses Desjardins du Quebec | 14,461 | $4.14M | 0.04% | −206−1.4% | Reduced |
| Cigna Investments Inc | 14,533 | $4.16M | 0.51% | −3,823−20.8% | Reduced |
| Harvey Investment Co LLC | 14,655 | $4.20M | 0.51% | 00.0% | Unchanged |
| Summit Financial Group Inc | 14,675 | $4.20M | 1.42% | −150−1.0% | Reduced |
| Fi3 FINANCIAL ADVISORS, LLC | 14,724 | $4.22M | 3.28% | −15−0.1% | Reduced |
| GYL Financial Synergies, LLC | 14,838 | $4.25M | 1.02% | 00.0% | Unchanged |
| Hartford Financial Management Inc. | 14,903 | $4.27M | 1.03% | 00.0% | Unchanged |
| Cetera Advisors LLC | 14,921 | $4.27M | 0.09% | −783−5.0% | Reduced |
| HB Wealth Management, LLC | 14,923 | $4.27M | 0.08% | +2,547+20.6% | Added |
| Cornerstone Wealth Group, LLC | 15,032 | $4.30M | 0.79% | +1,098+7.9% | Added |
| Institutional & Family Asset Management, LLC | 15,065 | $4.31M | 0.68% | +159+1.1% | Added |
| Gluskin Sheff & Assoc Inc | 15,072 | $4.32M | 0.19% | +15,072 | New |
| Aptus Capital Advisors, LLC | 15,098 | $4.32M | 0.13% | +2,600+20.8% | Added |
| B. Riley Wealth Management, Inc. | 15,104 | $4.33M | 0.33% | −121−0.8% | Reduced |
| Stableford Capital II LLC | 14,202 | $4.38M | 1.85% | −349−2.4% | Reduced |
| Pallas Capital Advisors LLC | 14,681 | $4.43M | 0.57% | −12,876−46.7% | Reduced |
| Empirical Finance, LLC | 15,540 | $4.45M | 0.50% | +1,582+11.3% | Added |