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, 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
- 2,350
- +63 vs. Q4 2021
- Shares held
- 789.2M
- −500.5K (−0.1%) vs. Q4 2021
- Total value
- $225.8B
- +$7.88B (+3.6%) vs. Q4 2021
- New holders
- 169
- 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 | $942.8B |
| 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, 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 |
|---|---|---|---|---|---|
| Beacon Capital Management, LLC | 843 | $241.0K | 0.06% | +843 | New |
| XTX Topco Ltd | 844 | $242.0K | 0.11% | +844 | New |
| Northstar Asset Management LLC | 850 | $243.0K | 0.06% | 00.0% | Unchanged |
| Applied Capital LLC | 850 | $243.0K | 0.16% | 00.0% | Unchanged |
| Greenhouse Wealth Management, LLC | 853 | $244.0K | 0.23% | +1+0.1% | Added |
| Sterling Financial Planning, Inc. | 851 | $244.0K | 0.15% | 00.0% | Unchanged |
| Garde Capital, Inc. | 857 | $245.0K | 0.03% | −493−36.5% | Reduced |
| MJP Associates Inc | 857 | $245.0K | 0.06% | −147−14.6% | Reduced |
| Inscription Capital, LLC | 854 | $245.0K | 0.07% | −50−5.5% | Reduced |
| ProVise Management Group, LLC | 856 | $245.0K | 0.02% | +78+10.0% | Added |
| Jag Capital Management, LLC | 1,315 | $246.0K | 0.02% | −54,662−97.7% | Reduced |
| Narwhal Capital Management | 858 | $246.0K | 0.03% | −230−21.1% | Reduced |
| Powell Investment Advisors, LLC | 860 | $246.0K | 0.14% | +12+1.4% | Added |
| Signature Wealth Management Group | 858 | $246.0K | 0.11% | +858 | New |
| Vantage Consulting Group Inc | 863 | $247.0K | 0.10% | −201−18.9% | Reduced |
| Syntax Advisors, LLC | 863 | $247.0K | 0.21% | −201−18.9% | Reduced |
| Zuckerman Investment Group, LLC | 863 | $247.0K | 0.04% | 00.0% | Unchanged |
| Hollencrest Capital Management | 863 | $247.0K | 0.02% | +20+2.4% | Added |
| JB Capital LLC | 864 | $248.0K | 0.02% | −327−27.5% | Reduced |
| Ellis Investment Partners, LLC | 866 | $248.0K | 0.06% | +3+0.3% | Added |
| Dean Investment Associates, LLC | 870 | $249.0K | 0.04% | 00.0% | Unchanged |
| Obermeyer Wood Investment Counsel, LLLP | 870 | $249.0K | 0.01% | 00.0% | Unchanged |
| Patton Albertson Miller Group, LLC | 868 | $249.0K | 0.04% | 00.0% | Unchanged |
| Field & Main Bank | 869 | $249.0K | 0.15% | 00.0% | Unchanged |
| Charter Oak Capital Management, LLC | 871 | $249.0K | 0.03% | +1+0.1% | Added |
| Alaska Permanent Fund Corp | 877 | $251.0K | 0.00% | −277−24.0% | Reduced |
| Running Point Capital Advisors, LLC | 877 | $251.0K | 0.15% | +16+1.9% | Added |
| Avestar Capital, LLC | 876 | $251.0K | 0.05% | +128+17.1% | Added |
| Baron Silver Stevens Financial Advisors, LLC | 879 | $251.0K | 0.06% | +879 | New |
| McAdam, LLC | 880 | $252.0K | 0.02% | −71−7.5% | Reduced |
| Bridgewater Advisors Inc. | 880 | $252.0K | 0.06% | +57+6.9% | Added |
| Adell Harriman & Carpenter Inc | 883 | $252.9K | 0.02% | −1,210−57.8% | Reduced |
| Hudock, Inc. | 889 | $254.0K | 0.07% | −639−41.8% | Reduced |
| TD Ameritrade Investment Management, LLC | 886 | $254.0K | 0.00% | −62−6.5% | Reduced |
| Liberty Wealth Management LLC | 892 | $255.0K | 0.09% | +2+0.2% | Added |
| Baldwin Brothers Inc | 893 | $256.0K | 0.03% | 00.0% | Unchanged |
| Reston Wealth Management LLC | 895 | $256.0K | 0.13% | +13+1.5% | Added |
| Pinnacle Private Wealth, LLC | 895 | $256.0K | 0.08% | +122+15.8% | Added |
| Capital Planning Advisors, LLC | 896 | $257.0K | 0.05% | −6−0.7% | Reduced |
| Optimum Investment Advisors | 900 | $258.0K | 0.11% | −400−30.8% | Reduced |
| Cardinal Strategic Wealth Guidance | 902 | $258.0K | 0.12% | −50−5.3% | Reduced |
| Benin Management CORP | 900 | $258.0K | 0.08% | 00.0% | Unchanged |
| Sculati Wealth Management, LLC | 900 | $258.0K | 0.13% | 00.0% | Unchanged |
| Barnes Pettey Financial Advisors, LLC | 900 | $258.0K | 0.31% | 00.0% | Unchanged |
| Peloton Wealth Strategists | 900 | $258.0K | 0.11% | +900 | New |
| Northwest Wealth Management, LLC | 908 | $260.0K | 0.13% | +120+15.2% | Added |
| Guardian Wealth Advisors, LLC | 908 | $260.0K | 0.11% | +908 | New |
| Cordatus Wealth Management LLC | 912 | $261.0K | 0.09% | −91−9.1% | Reduced |
| Glen Eagle Advisors, LLC | 912 | $261.0K | 0.07% | −7−0.8% | Reduced |
| Paces Ferry Wealth Advisors, LLC | 913 | $262.0K | 0.21% | 00.0% | Unchanged |
| Heritage Financial Services, LLC | 920 | $263.0K | 0.17% | −70−7.1% | Reduced |
| Souders Financial Advisors | 919 | $263.0K | 0.08% | −13−1.4% | Reduced |
| Ballast Advisors LLC | 920 | $263.0K | 0.10% | 00.0% | Unchanged |
| ETF Managers Group, LLC | 910 | $264.0K | 0.01% | −622−40.6% | Reduced |
| Fairhaven Wealth Management, LLC | 923 | $264.0K | 0.11% | +23+2.6% | Added |
| UMA Financial Services, Inc. | 895 | $264.0K | 0.07% | 00.0% | Unchanged |
| Aua Capital Management, LLC | 930 | $266.0K | 0.14% | +300+47.6% | Added |
| Benedetti & Gucer, Inc. | 934 | $267.0K | 0.18% | +86+10.1% | Added |
| Orion Capital Management LLC | 934 | $267.0K | 0.16% | +134+16.8% | Added |
| WC Walker & Associates, Inc. | 883 | $267.0K | 0.14% | 00.0% | Unchanged |
| YorkBridge Wealth Partners, LLC | 932 | $267.0K | 0.06% | +932 | New |
| Titus Wealth Management | 936 | $268.0K | 0.12% | −530−36.2% | Reduced |
| Claro Advisors LLC | 969 | $268.0K | 0.10% | 00.0% | Unchanged |
| UBP Investment Advisors SA | 9,632 | $270.0K | 0.10% | +7,632+381.6% | Added |
| Greenwood Gearhart Inc | 942 | $270.0K | 0.04% | 00.0% | Unchanged |
| Howard Capital Management Group, LLC | 948 | $271.0K | 0.02% | 00.0% | Unchanged |
| Twelve Points Wealth Management LLC | 948 | $271.0K | 0.20% | +44+4.9% | Added |
| PAX Financial Group, LLC | 951 | $272.0K | 0.06% | −485−33.8% | Reduced |
| Cribstone Capital Management, LLC | 950 | $272.0K | 0.15% | −65−6.4% | Reduced |
| Nikulski Financial, Inc. | 950 | $272.0K | 0.12% | −50−5.0% | Reduced |
| Brewin Dolphin Wealth Management Ltd | 950 | $272.0K | 0.03% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 954 | $273.0K | 0.04% | −50−5.0% | Reduced |
| O'Brien Greene & Co. Inc | 955 | $273.0K | 0.09% | −1−0.1% | Reduced |
| Darwin Advisors, LLC | 957 | $274.0K | 0.05% | 00.0% | Unchanged |
| Stevard, LLC | 960 | $275.0K | 0.21% | 00.0% | Unchanged |
| One + One Wealth Management, LLC | 960 | $275.0K | 0.18% | 00.0% | Unchanged |
| Advus Financial Partners, LLC | 966 | $276.8K | 0.14% | +966 | New |
| Zullo Investment Group, Inc. | 968 | $277.0K | 0.14% | −100−9.4% | Reduced |
| Lee Financial Co | 966 | $277.0K | 0.05% | −1−0.1% | Reduced |
| Financial Network Wealth Management LLC | 968 | $277.0K | 0.14% | 00.0% | Unchanged |
| Coastal Bridge Advisors, LLC | 970 | $278.0K | 0.06% | +222+29.7% | Added |
| Concorde Asset Management, LLC | 976 | $279.0K | 0.19% | +976 | New |
| Gables Capital Management Inc. | 979 | $280.0K | 0.18% | 00.0% | Unchanged |
| LVW Advisors, LLC | 982 | $281.0K | 0.05% | −3−0.3% | Reduced |
| Alliance Wealth Advisors, LLC | 981 | $281.0K | 0.23% | 00.0% | Unchanged |
| Hemington Wealth Management | 980 | $281.0K | 0.09% | +980 | New |
| Legacy Capital Partners, Inc. | 992 | $284.0K | 0.09% | −25−2.5% | Reduced |
| Sanford Advisory Services, LLC | 995 | $285.0K | 0.08% | 00.0% | Unchanged |
| Summit Trail Advisors, LLC | 994 | $285.0K | 0.02% | +1+0.1% | Added |
| Searle & Co. | 1,000 | $286.0K | 0.11% | 00.0% | Unchanged |
| Doheny Asset Management | 1,000 | $286.0K | 0.21% | 00.0% | Unchanged |
| Burns J W & Co Inc | 1,000 | $286.0K | 0.05% | 00.0% | Unchanged |
| Todd Asset Management LLC | 1,000 | $286.0K | 0.01% | 00.0% | Unchanged |
| Montgomery Investment Management Inc | 1,000 | $286.0K | 0.10% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 1,000 | $286.0K | 0.19% | 00.0% | Unchanged |
| PRW Wealth Management LLC | 998 | $286.0K | 0.13% | 00.0% | Unchanged |
| CoreFirst Bank & Trust | 1,000 | $286.0K | 0.20% | 00.0% | Unchanged |
| Mendel Capital Management LLC | 1,000 | $286.0K | 0.27% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 999 | $286.0K | 0.09% | +214+27.3% | Added |
| First National Bank | 1,002 | $287.0K | 0.26% | −274−21.5% | Reduced |