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 |
|---|---|---|---|---|---|
| Kovack Advisors, Inc. | 3,344 | $957.0K | 0.10% | −522−13.5% | Reduced |
| Gotham Asset Management, LLC | 3,340 | $956.0K | 0.03% | +814+32.2% | Added |
| Hotaling Investment Management, LLC | 3,329 | $953.0K | 0.37% | +201+6.4% | Added |
| Xcel Wealth Management, LLC | 3,321 | $951.0K | 0.26% | +490+17.3% | Added |
| Tributary Capital Management, LLC | 3,315 | $949.0K | 0.07% | +300+10.0% | Added |
| Clare Market Investments LLC | 3,298 | $944.5K | 0.30% | −1,372−29.4% | Reduced |
| Salem Capital Management Inc | 3,294 | $943.0K | 0.53% | 00.0% | Unchanged |
| Eads & Heald Wealth Management | 3,290 | $942.0K | 0.44% | −308−8.6% | Reduced |
| Farmers & Merchants Trust Co of Long Beach | 3,285 | $941.0K | 0.24% | −40−1.2% | Reduced |
| WealthPLAN Partners, LLC | 3,222 | $941.0K | 0.07% | +225+7.5% | Added |
| WealthPlan Investment Management, LLC | 3,222 | $941.0K | 0.07% | +3,222 | New |
| DRW Securities, LLC | 3,283 | $940.0K | 0.24% | +1,154+54.2% | Added |
| Principle Wealth Partners LLC | 3,247 | $930.0K | 0.10% | 00.0% | Unchanged |
| Hilltop Holdings Inc. | 3,239 | $927.0K | 0.10% | −325−9.1% | Reduced |
| Northwest Quadrant Wealth Management, LLC | 3,180 | $927.0K | 0.25% | +7+0.2% | Added |
| Steel Peak Wealth Management LLC | 3,234 | $926.0K | 0.06% | +564+21.1% | Added |
| IVC Wealth Advisors LLC | 3,228 | $924.0K | 0.61% | +170+5.6% | Added |
| Monument Capital Management | 3,223 | $923.0K | 0.30% | +1,000+45.0% | Added |
| Princeton Capital Management LLC | 3,216 | $921.0K | 0.29% | +79+2.5% | Added |
| Vigilare Wealth Management | 3,215 | $921.0K | 0.76% | +416+14.9% | Added |
| Barr E S & Co | 3,212 | $920.0K | 0.06% | −1,000−23.7% | Reduced |
| Front Barnett Associates LLC | 3,204 | $918.0K | 0.09% | +4+0.1% | Added |
| Capital Asset Advisory Services LLC | 3,180 | $911.0K | 0.10% | +380+13.6% | Added |
| Johnson Financial Group, Inc. | 3,169 | $908.0K | 0.06% | 00.0% | Unchanged |
| Steigerwald, Gordon & Koch Inc. | 3,166 | $907.0K | 0.14% | −613−16.2% | Reduced |
| Garrison Asset Management, LLC | 3,157 | $904.0K | 0.51% | −23−0.7% | Reduced |
| Bank Julius Baer & Co. Ltd, Zurich | 3,129 | $896.0K | 0.01% | +2,929+1,464.5% | Added |
| Wealth Dimensions Group, Ltd. | 3,122 | $894.0K | 0.41% | +52+1.7% | Added |
| Burt Wealth Advisors | 3,113 | $891.0K | 0.27% | 00.0% | Unchanged |
| Evermay Wealth Management LLC | 3,107 | $890.0K | 0.15% | −368−10.6% | Reduced |
| Foundations Investment Advisors, LLC | 2,946 | $889.0K | 0.03% | −74−2.5% | Reduced |
| Bedell Frazier Investment Counseling, LLC | 3,100 | $888.0K | 0.22% | 00.0% | Unchanged |
| Bar Harbor Trust Services | 3,091 | $885.0K | 0.27% | −14−0.5% | Reduced |
| KRS Capital Management, LLC | 3,085 | $883.0K | 0.96% | +2+0.1% | Added |
| Pure Financial Advisors, Inc. | 3,077 | $881.0K | 0.04% | +247+8.7% | Added |
| Grandfield & Dodd, LLC | 3,071 | $880.0K | 0.06% | 00.0% | Unchanged |
| Wealthcare Advisory Partners LLC | 3,074 | $880.0K | 0.05% | +249+8.8% | Added |
| PDS Planning, Inc | 3,066 | $878.0K | 0.15% | +488+18.9% | Added |
| Tectonic Advisors LLC | 3,062 | $877.0K | 0.15% | 00.0% | Unchanged |
| JSF Financial, LLC | 3,055 | $875.0K | 0.37% | +189+6.6% | Added |
| Geneva Partners, LLC | 3,055 | $875.0K | 0.54% | +1,555+103.7% | Added |
| Foster Dykema Cabot & Co Inc | 3,053 | $874.0K | 0.11% | 00.0% | Unchanged |
| Bangor Savings Bank | 3,051 | $873.0K | 0.09% | −30−1.0% | Reduced |
| Capital Market Strategies LLC | 3,048 | $873.0K | 0.75% | −22−0.7% | Reduced |
| TFG Advisers LLC | 3,050 | $873.0K | 0.40% | 00.0% | Unchanged |
| Larson Financial Group LLC | 3,048 | $873.0K | 0.14% | +69+2.3% | Added |
| Cape Cod Five Cents Savings Bank | 3,036 | $869.0K | 0.09% | −85−2.7% | Reduced |
| Kore Private Wealth LLC | 3,031 | $868.0K | 0.11% | −170−5.3% | Reduced |
| Jump Financial, LLC | 3,033 | $868.0K | 0.04% | +3,033 | New |
| Carmichael Hill & Associates, Inc. | 3,029 | $867.0K | 0.44% | +50+1.7% | Added |
| Sutton Wealth Advisors Inc. | 3,027 | $866.8K | 0.30% | +175+6.1% | Added |
| Linscomb & Williams, Inc. | 3,016 | $864.0K | 0.04% | +557+22.7% | Added |
| Archford Capital Strategies, LLC | 2,950 | $863.0K | 0.19% | +325+12.4% | Added |
| Mattern Wealth Management LLC | 3,000 | $859.0K | 0.28% | −300−9.1% | Reduced |
| Options Solutions, LLC | 3,000 | $859.0K | 0.90% | 00.0% | Unchanged |
| Redmont Wealth Advisors LLC | 3,000 | $859.0K | 0.91% | 00.0% | Unchanged |
| Allegheny Financial Group LTD | 2,999 | $859.0K | 0.36% | 00.0% | Unchanged |
| Buckhead Capital Management LLC | 2,992 | $857.0K | 0.19% | 00.0% | Unchanged |
| Investment Research & Advisory Group, Inc. | 2,989 | $856.0K | 0.54% | +32+1.1% | Added |
| Graves-Light Private Wealth Management, Inc. | 2,976 | $852.0K | 0.12% | 00.0% | Unchanged |
| Frisch Financial Group, Inc. | 2,967 | $850.0K | 0.27% | +6+0.2% | Added |
| Washington Trust Co | 2,951 | $845.0K | 0.03% | 00.0% | Unchanged |
| Kingfisher Capital LLC | 2,951 | $845.0K | 0.22% | +25+0.9% | Added |
| Accredited Investors Inc. | 2,945 | $843.0K | 0.08% | +8+0.3% | Added |
| Patten Group, Inc. | 2,927 | $838.0K | 0.24% | −53−1.8% | Reduced |
| Patron Partners Advisors, LLC | 2,919 | $835.0K | 0.57% | −30−1.0% | Reduced |
| Crescent Grove Advisors, LLC | 2,905 | $832.0K | 0.08% | +71+2.5% | Added |
| Van Cleef Asset Management,Inc | 2,902 | $831.0K | 0.12% | +10.0% | Added |
| Main Street Research LLC | 2,903 | $831.0K | 0.08% | +128+4.6% | Added |
| Corton Capital Inc. | 2,899 | $830.0K | 0.36% | +2,899 | New |
| Pegasus Asset Management, Inc. | 2,896 | $829.0K | 0.36% | 00.0% | Unchanged |
| Benjamin Edwards Inc | 2,894 | $829.0K | 0.24% | +318+12.3% | Added |
| Cabot Wealth Management Inc | 2,865 | $820.0K | 0.11% | 00.0% | Unchanged |
| Kercheville Advisors, LLC | 2,865 | $820.0K | 0.39% | +2,865 | New |
| Archer Investment Corp | 2,842 | $818.6K | 0.29% | +831+41.3% | Added |
| American Investment Services, Inc. | 2,850 | $816.0K | 0.18% | 00.0% | Unchanged |
| West Branch Capital LLC | 2,845 | $815.0K | 0.39% | −213−7.0% | Reduced |
| Diversified Portfolios, Inc. | 2,842 | $814.0K | 0.20% | 00.0% | Unchanged |
| Pavion Blue Capital, LLC | 2,843 | $814.0K | 0.48% | +700+32.7% | Added |
| ACG Wealth | 2,839 | $813.0K | 0.15% | −245−7.9% | Reduced |
| Stewart & Patten Co LLC | 2,837 | $812.0K | 0.13% | −593−17.3% | Reduced |
| Guyasuta Investment Advisors Inc | 2,837 | $812.0K | 0.06% | +40+1.4% | Added |
| Arrow Financial Corp | 2,833 | $811.0K | 0.10% | 00.0% | Unchanged |
| Proficio Capital Partners LLC | 2,809 | $804.0K | 0.12% | −283−9.2% | Reduced |
| Forbes J M & Co LLP | 2,806 | $804.0K | 0.10% | −14−0.5% | Reduced |
| Cozad Asset Management Inc | 2,809 | $804.0K | 0.11% | +1,045+59.2% | Added |
| Cobblestone Capital Advisors LLC | 2,801 | $802.0K | 0.05% | −42−1.5% | Reduced |
| TCTC Holdings, LLC | 2,800 | $802.0K | 0.03% | +197+7.6% | Added |
| Delphia (USA) Inc. | 2,792 | $800.0K | 0.60% | +865+44.9% | Added |
| Minot Wealth Management LLC | 2,787 | $798.0K | 0.17% | +65+2.4% | Added |
| BBR Partners, LLC | 2,781 | $796.0K | 0.08% | +1,000+56.1% | Added |
| Retirement Planning Co of New England, Inc. | 2,777 | $795.0K | 0.45% | −69−2.4% | Reduced |
| CFM Wealth Partners LLC | 2,772 | $794.0K | 0.19% | −32−1.1% | Reduced |
| Alpha Omega Wealth Management LLC | 2,771 | $794.0K | 0.13% | −10−0.4% | Reduced |
| Puzo Michael J | 2,750 | $788.0K | 0.24% | 00.0% | Unchanged |
| Thomas Story & Son LLC | 2,730 | $782.0K | 0.31% | 00.0% | Unchanged |
| Jupiter Wealth Management LLC | 2,734 | $782.0K | 0.49% | +1,632+148.1% | Added |
| Michael B. Yongue | 2,727 | $781.0K | 0.57% | −206−7.0% | Reduced |
| Capital Advisors Inc | 2,727 | $781.0K | 0.02% | +81+3.1% | Added |
| Cornerstone Advisory, LLC | 2,724 | $780.0K | 0.12% | +738+37.2% | Added |