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 |
|---|---|---|---|---|---|
| Cordatus Wealth Management LLC | 912 | $261.0K | 0.09% | −91−9.1% | Reduced |
| Northwest Wealth Management, LLC | 908 | $260.0K | 0.13% | +120+15.2% | Added |
| Guardian Wealth Advisors, LLC | 908 | $260.0K | 0.11% | +908 | New |
| 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 |
| Capital Planning Advisors, LLC | 896 | $257.0K | 0.05% | −6−0.7% | Reduced |
| 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 |
| Liberty Wealth Management LLC | 892 | $255.0K | 0.09% | +2+0.2% | Added |
| 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 |
| Adell Harriman & Carpenter Inc | 883 | $252.9K | 0.02% | −1,210−57.8% | Reduced |
| McAdam, LLC | 880 | $252.0K | 0.02% | −71−7.5% | Reduced |
| Bridgewater Advisors Inc. | 880 | $252.0K | 0.06% | +57+6.9% | 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 |
| 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 |
| 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 |
| 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 |
| 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 |
| 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 |
| 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 |
| Northstar Asset Management LLC | 850 | $243.0K | 0.06% | 00.0% | Unchanged |
| Applied Capital LLC | 850 | $243.0K | 0.16% | 00.0% | Unchanged |
| XTX Topco Ltd | 844 | $242.0K | 0.11% | +844 | New |
| Ashford Capital Management Inc | 843 | $241.0K | 0.03% | 00.0% | Unchanged |
| Fortress Wealth Group, LLC | 842 | $241.0K | 0.19% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 843 | $241.0K | 0.06% | +843 | New |
| Silver Oak Securities, Inc | 768 | $239.0K | 0.05% | +768 | New |
| Optas, LLC | 832 | $238.0K | 0.08% | +832 | New |
| Advisor OS, LLC | 830 | $237.0K | 0.07% | −305−26.9% | Reduced |
| Morling Financial Advisors, LLC | 827 | $237.0K | 0.30% | 00.0% | Unchanged |
| Midwest Heritage Bank, FSB | 826 | $237.0K | 0.19% | +826 | New |
| Callahan Advisors, LLC | 825 | $236.0K | 0.03% | −25−2.9% | Reduced |
| Insight Advisors, LLC | 820 | $235.0K | 0.07% | +820 | New |
| Foster Group, Inc. | 818 | $234.0K | 0.02% | −1−0.1% | Reduced |
| Seascape Capital Management | 816 | $234.0K | 0.12% | +10+1.2% | Added |
| Schneider Downs Wealth Management Advisors, LP | 809 | $232.0K | 0.06% | −482−37.3% | Reduced |
| Wexford Capital LP | 809 | $232.0K | 0.05% | +809 | New |
| Forte Capital LLC | 837 | $231.0K | 0.03% | 00.0% | Unchanged |
| Paulson Wealth Management Inc. | 805 | $231.0K | 0.11% | 00.0% | Unchanged |
| Cornercap Investment Counsel Inc | 803 | $230.0K | 0.03% | 00.0% | Unchanged |
| Hobart Private Capital, LLC | 800 | $229.1K | 0.09% | 00.0% | Unchanged |
| Alpine Woods Capital Investors, LLC | 800 | $229.0K | 0.02% | 00.0% | Unchanged |
| Epic Trust Investment Advisors, LLC | 800 | $229.0K | 0.36% | +800 | New |
| Wolverine Trading, LLC | 788 | $228.0K | 0.01% | −43,623−98.2% | Reduced |
| GSB Wealth Management, LLC | 796 | $228.0K | 0.07% | 00.0% | Unchanged |
| Farmers & Merchants Trust Co of Chambersburg PA | 795 | $228.0K | 0.15% | 00.0% | Unchanged |
| David J Yvars Group | 796 | $228.0K | 0.16% | 00.0% | Unchanged |
| ERn Financial, LLC | 797 | $228.0K | 0.05% | +797 | New |
| Echo45 Advisors LLC | 794 | $227.0K | 0.18% | −122−13.3% | Reduced |
| Stillwater Capital Advisors, LLC | 792 | $227.0K | 0.04% | 00.0% | Unchanged |
| McCarthy Asset Management, Inc. | 792 | $227.0K | 0.16% | 00.0% | Unchanged |
| Krane Funds Advisors LLC | 786 | $225.0K | 0.01% | −1,642−67.6% | Reduced |
| Hallmark Capital Management Inc | 785 | $225.0K | 0.02% | −75−8.7% | Reduced |
| Kolinsky Wealth Management, LLC | 784 | $225.0K | 0.22% | −17−2.1% | Reduced |
| Middleton & Co Inc | 787 | $225.0K | 0.02% | 00.0% | Unchanged |
| Murphy Pohlad Asset Management LLC | 786 | $225.0K | 0.09% | 00.0% | Unchanged |
| Delta Asset Management LLC | 787 | $225.0K | 0.02% | +4+0.5% | Added |
| IPG Investment Advisors LLC | 785 | $225.0K | 0.04% | +35+4.7% | Added |
| Rosenberg Matthew Hamilton | 784 | $225.0K | 0.08% | +44+5.9% | Added |
| Aviance Capital Partners, LLC | 784 | $225.0K | 0.04% | +784 | New |
| CWA Asset Management Group, LLC | 787 | $225.0K | 0.02% | +787 | New |
| Magnolia Capital Advisors LLC | 783 | $224.0K | 0.09% | +783 | New |
| Avaii Wealth Management, LLC | 784 | $224.0K | 0.21% | +784 | New |
| H. L. Ormond & Company, LLC | 783 | $224.0K | 0.27% | +783 | New |
| Pasadena Private Wealth, LLC | 775 | $222.0K | 0.07% | 00.0% | Unchanged |
| Sandbox Financial Partners, LLC | 770 | $220.0K | 0.13% | +4+0.5% | Added |
| Newbridge Financial Services Group, Inc. | 765 | $219.0K | 0.11% | +20+2.7% | Added |
| Citizens Business Bank | 763 | $219.0K | 0.03% | +763 | New |
| Centerpoint Advisors, LLC | 760 | $218.0K | 0.10% | 00.0% | Unchanged |
| Campbell Wealth Management | 760 | $218.0K | 0.03% | 00.0% | Unchanged |
| Verus Capital Partners, LLC | 739 | $218.0K | 0.03% | +739 | New |
| Covestor Ltd | 759 | $217.0K | 0.15% | +322+73.7% | Added |
| Sunburst Financial Group, LLC | 754 | $216.0K | 0.11% | −1−0.1% | Reduced |
| Clear Creek Financial Management, LLC | 755 | $216.0K | 0.03% | +7+0.9% | Added |
| Trail Ridge Investment Advisors, LLC | 751 | $215.0K | 0.13% | −92−10.9% | Reduced |
| Stony Point Wealth Management Inc. | 749 | $215.0K | 0.11% | −25−3.2% | Reduced |