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 |
|---|---|---|---|---|---|
| Cross Staff Investments Inc | 2,100 | $601.0K | 0.56% | 00.0% | Unchanged |
| Pointe Capital Management LLC | 2,104 | $602.0K | 0.38% | 00.0% | Unchanged |
| Aveo Capital Partners, LLC | 2,103 | $602.0K | 0.11% | +10+0.5% | Added |
| Telemus Capital, LLC | 2,101 | $602.0K | 0.05% | +161+8.3% | Added |
| Brightworth | 2,107 | $604.0K | 0.06% | +2,107 | New |
| Y-Intercept (Hong Kong) Ltd | 2,115 | $606.0K | 0.14% | +2,115 | New |
| Venturi Wealth Management, LLC | 2,120 | $607.0K | 0.05% | +1,007+90.5% | Added |
| Hedeker Wealth, LLC | 2,124 | $608.0K | 0.18% | −2−0.1% | Reduced |
| Fort Sheridan Advisors LLC | 2,125 | $609.0K | 0.18% | +33+1.6% | Added |
| Concord Wealth Partners | 2,131 | $610.0K | 0.16% | −22−1.0% | Reduced |
| Financial Engines Advisors L.L.C. | 2,130 | $610.0K | 0.00% | +2,130 | New |
| Marco Investment Management LLC | 2,141 | $613.0K | 0.06% | −51−2.3% | Reduced |
| Sage Rhino Capital LLC | 2,140 | $613.0K | 0.19% | +2+0.1% | Added |
| Canton Hathaway, LLC | 2,145 | $614.0K | 0.17% | +460+27.3% | Added |
| Northstar Advisory Group, LLC | 2,148 | $615.0K | 0.40% | −351−14.0% | Reduced |
| Moseley Investment Management Inc | 2,156 | $617.0K | 0.33% | +100+4.9% | Added |
| Unionview, LLC | 2,160 | $619.0K | 0.58% | +9+0.4% | Added |
| Moreno Evelyn V | 2,161 | $619.0K | 0.13% | +1,011+87.9% | Added |
| NFP Retirement, Inc. | 2,165 | $619.8K | 0.15% | +2,165 | New |
| NCM Capital Management, LLC | 2,166 | $620.0K | 0.39% | +10.0% | Added |
| Bridgeworth, LLC | 2,175 | $623.0K | 0.14% | +5+0.2% | Added |
| Cantor Fitzgerald, L. P. | 2,175 | $623.0K | 0.05% | +2,175 | New |
| Hillsdale Investment Management Inc. | 2,180 | $624.0K | 0.04% | +1,840+541.2% | Added |
| Greenwich Wealth Management LLC | 2,181 | $625.0K | 0.06% | −112−4.9% | Reduced |
| DMG Group, LLC | 2,250 | $627.0K | 0.70% | −624−21.7% | Reduced |
| BerganKDV Wealth Management, LLC | 2,191 | $627.0K | 0.07% | +3+0.1% | Added |
| Tempus Wealth Planning, LLC | 2,200 | $630.0K | 0.45% | −12−0.5% | Reduced |
| Greenspring Advisors, LLC | 2,200 | $630.0K | 0.17% | −8−0.4% | Reduced |
| Gerber Kawasaki Wealth & Investment Management | 2,231 | $638.0K | 0.05% | −413−15.6% | Reduced |
| Security Financial Services, INC. | 2,229 | $638.0K | 0.20% | 00.0% | Unchanged |
| Laidlaw Wealth Management LLC | 2,234 | $640.0K | 0.11% | +1,169+109.8% | Added |
| MCF Advisors LLC | 2,234 | $640.0K | 0.06% | +2,234 | New |
| M&R Capital Management Inc | 2,238 | $641.0K | 0.14% | −4−0.2% | Reduced |
| Morris Financial Concepts, Inc. | 2,242 | $642.0K | 0.54% | +223+11.0% | Added |
| Foster & Motley Inc | 2,243 | $642.0K | 0.05% | +2,243 | New |
| American Trust | 2,244 | $643.0K | 0.04% | 00.0% | Unchanged |
| Geller Advisors LLC | 2,246 | $643.0K | 0.12% | +10+0.4% | Added |
| Fruth Investment Management | 2,250 | $644.0K | 0.18% | +47+2.1% | Added |
| Lebenthal Global Advisors, LLC | 2,253 | $645.0K | 0.27% | +219+10.8% | Added |
| LGL Partners, LLC | 2,257 | $646.0K | 0.09% | 00.0% | Unchanged |
| MPS Loria Financial Planners, LLC | 2,255 | $646.0K | 0.27% | +10.0% | Added |
| Westhampton Capital, LLC | 2,269 | $650.0K | 0.42% | +40+1.8% | Added |
| Deroy & Devereaux Private Investment Counsel Inc | 2,273 | $651.0K | 0.05% | 00.0% | Unchanged |
| Visionary Wealth Advisors | 2,277 | $652.0K | 0.05% | +178+8.5% | Added |
| CVA Family Office, LLC | 2,281 | $653.0K | 0.16% | +90+4.1% | Added |
| Graypoint LLC | 2,282 | $654.0K | 0.06% | +123+5.7% | Added |
| Boston Trust Walden Corp | 2,288 | $655.0K | 0.01% | −2,030−47.0% | Reduced |
| Kings Point Capital Management | 2,288 | $655.0K | 0.06% | −154−6.3% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 2,286 | $655.0K | 0.00% | +328+16.8% | Added |
| Rice Hall James & Associates, LLC | 2,290 | $656.0K | 0.03% | −100−4.2% | Reduced |
| SFMG, LLC | 2,293 | $657.0K | 0.06% | −431−15.8% | Reduced |
| Pendal Group Limited | 2,293 | $657.0K | 0.01% | −12−0.5% | Reduced |
| Shulman DeMeo Asset Management LLC | 2,296 | $657.0K | 0.18% | +139+6.4% | Added |
| Axiom Financial Strategies, LLC | 2,291 | $659.0K | 0.33% | 00.0% | Unchanged |
| Westover Capital Advisors, LLC | 2,306 | $660.0K | 0.21% | 00.0% | Unchanged |
| First National Bank of South Miami | 2,307 | $660.0K | 0.40% | 00.0% | Unchanged |
| Univest Financial Corp | 2,303 | $660.0K | 0.19% | +13+0.6% | Added |
| Occudo Quantitative Strategies LP | 2,311 | $662.0K | 0.06% | −14,369−86.1% | Reduced |
| Centaurus Financial, Inc. | 2,316 | $663.0K | 0.05% | −8−0.3% | Reduced |
| Sonora Investment Management Group, LLC | 2,313 | $663.0K | 0.08% | 00.0% | Unchanged |
| Ausdal Financial Partners, Inc. | 2,317 | $663.0K | 0.09% | +301+14.9% | Added |
| Armor Investment Advisors, LLC | 2,337 | $669.0K | 0.38% | 00.0% | Unchanged |
| SP Asset Management | 2,337 | $669.0K | 0.07% | +8+0.3% | Added |
| Paradigm Financial Partners, LLC | 2,196 | $672.0K | 0.15% | +1,339+156.2% | Added |
| Alan B. Lancz & Associates, Inc. | 2,350 | $673.0K | 0.59% | −56−2.3% | Reduced |
| Liberty Capital Management, Inc. | 2,350 | $673.0K | 0.20% | 00.0% | Unchanged |
| Sargent Investment Group, LLC | 2,349 | $673.0K | 0.17% | 00.0% | Unchanged |
| RB Capital Management, LLC | 2,349 | $673.0K | 0.22% | +32+1.4% | Added |
| Waterfront Wealth Inc. | 2,176 | $673.0K | 0.24% | +1,313+152.1% | Added |
| Buckingham Strategic Partners | 2,349 | $674.0K | 0.07% | +2,349 | New |
| Prestige Wealth Management Group LLC | 2,358 | $675.0K | 0.17% | +1,773+303.1% | Added |
| Quadrant Private Wealth Management, LLC | 2,364 | $677.0K | 0.25% | −2−0.1% | Reduced |
| Mendel Money Management | 2,370 | $679.0K | 0.33% | +2,370 | New |
| Private Portfolio Partners LLC | 2,374 | $680.0K | 0.17% | +1,396+142.7% | Added |
| Compass Financial Advisors LLC | 2,381 | $682.0K | 0.75% | 00.0% | Unchanged |
| Stonnington Group, LLC | 2,210 | $683.0K | 0.16% | −425−16.1% | Reduced |
| Baxter Bros Inc | 2,385 | $683.0K | 0.10% | 00.0% | Unchanged |
| Fort Point Capital Partners LLC | 2,386 | $683.0K | 0.10% | +125+5.5% | Added |
| Cornerstone Wealth Management, LLC | 2,388 | $684.0K | 0.07% | −89−3.6% | Reduced |
| IFG Advisory, LLC | 2,394 | $685.0K | 0.07% | +2+0.1% | Added |
| Founders Financial Alliance, LLC | 2,390 | $685.0K | 0.30% | +26+1.1% | Added |
| Israel Discount Bank of New York | 2,403 | $688.0K | 0.45% | −442−15.5% | Reduced |
| Sheets Smith Wealth Management | 2,401 | $688.0K | 0.09% | +2+0.1% | Added |
| Annex Advisory Services, LLC | 2,403 | $688.0K | 0.05% | +82+3.5% | Added |
| Amica Retiree Medical Trust | 2,401 | $688.0K | 0.64% | +167+7.5% | Added |
| Quantinno Capital Management LP | 2,408 | $690.0K | 0.11% | −6,374−72.6% | Reduced |
| Capital Insight Partners, LLC | 2,411 | $690.0K | 0.14% | 00.0% | Unchanged |
| BTR Capital Management Inc | 2,418 | $692.0K | 0.09% | 00.0% | Unchanged |
| TCG Advisory Services, LLC | 2,422 | $693.0K | 0.19% | +603+33.2% | Added |
| McRae Capital Management Inc | 2,422 | $694.0K | 0.16% | 00.0% | Unchanged |
| Essex LLC | 2,426 | $695.0K | 0.19% | +51+2.1% | Added |
| Wealth Alliance | 2,424 | $695.0K | 0.14% | +112+4.8% | Added |
| Meridian Wealth Management, LLC | 2,428 | $695.0K | 0.08% | +734+43.3% | Added |
| 626 Financial, LLC | 2,442 | $699.0K | 0.45% | −324−11.7% | Reduced |
| BSW Wealth Partners | 2,444 | $700.0K | 0.18% | −95−3.7% | Reduced |
| Trellis Advisors, LLC | 2,448 | $701.0K | 0.35% | −213−8.0% | Reduced |
| Miramar Capital, LLC | 2,460 | $704.0K | 0.19% | +1,092+79.8% | Added |
| CoreCap Advisors, LLC | 2,467 | $706.0K | 0.05% | −25−1.0% | Reduced |
| Parkside Financial Bank & Trust | 2,467 | $707.0K | 0.19% | +235+10.5% | Added |
| Traphagen Investment Advisors LLC | 8,575 | $708.2K | 0.12% | −366−4.1% | Reduced |