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, Q3 2022
Institutional positions in Eli Lilly & Co as of Sep 30, 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
- 2,489
- +73 vs. Q2 2022
- Shares held
- 791.6M
- +3.61M (+0.5%) vs. Q2 2022
- Total value
- $256.1B
- +$618.8M (+0.2%) vs. Q2 2022
- New holders
- 157
- 941 more added
- Sold out
- 84
- 938 more reduced
34 institutions that held it in Q2 2022 haven't filed for Q3 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 2022: 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, Q3 2022
Shares, value and share of portfolio for each institution holding Eli Lilly & Co; share changes are against Q2 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Investment Management of Virginia LLC | 8,592 | $2.78M | 0.60% | +34+0.4% | Added |
| Texas Yale Capital Corp. | 8,602 | $2.78M | 0.18% | −380−4.2% | Reduced |
| Empowered Funds, LLC | 8,619 | $2.79M | 0.27% | −2,669−23.6% | Reduced |
| FRG Family Wealth Advisors LLC | 8,623 | $2.79M | 0.69% | +30.0% | Added |
| Coastline Trust Co | 8,630 | $2.79M | 0.45% | +1,300+17.7% | Added |
| Everett Harris & Co | 8,640 | $2.79M | 0.05% | −41−0.5% | Reduced |
| S&CO Inc | 8,660 | $2.80M | 0.25% | −80−0.9% | Reduced |
| Forum Financial Management, LP | 8,678 | $2.81M | 0.14% | −6−0.1% | Reduced |
| West Oak Capital, LLC | 8,729 | $2.82M | 1.53% | −1,680−16.1% | Reduced |
| FORA Capital, LLC | 8,755 | $2.83M | 0.54% | +8,755 | New |
| Jeppson Wealth Management, LLC | 8,777 | $2.84M | 1.29% | −50−0.6% | Reduced |
| Quantinno Capital Management LP | 8,823 | $2.85M | 0.37% | +726+9.0% | Added |
| Rothschild Investment Corp | 8,831 | $2.86M | 0.28% | −3,438−28.0% | Reduced |
| Harbor Investment Advisory, LLC | 8,861 | $2.87M | 0.47% | −397−4.3% | Reduced |
| Argus Investors' Counsel, Inc. | 8,869 | $2.87M | 2.55% | −575−6.1% | Reduced |
| Signet Investment Advisory Group, Inc. | 8,911 | $2.88M | 2.23% | −748−7.7% | Reduced |
| Brooktree Capital Management | 8,914 | $2.88M | 2.37% | −427−4.6% | Reduced |
| Trust Asset Management LLC | 8,980 | $2.90M | 0.40% | +587+7.0% | Added |
| Herold Advisors, Inc. | 9,009 | $2.91M | 1.42% | −560−5.9% | Reduced |
| Evergreen Capital Management LLC | 9,024 | $2.92M | 0.15% | +627+7.5% | Added |
| Fiduciary Group LLC | 7,962 | $2.94M | 0.38% | +272+3.5% | Added |
| Willis Investment Counsel | 9,116 | $2.95M | 0.21% | −1,100−10.8% | Reduced |
| Abbrea Capital, LLC | 9,121 | $2.95M | 0.56% | −142−1.5% | Reduced |
| American National Bank | 9,150 | $2.96M | 0.71% | −54−0.6% | Reduced |
| Thoroughbred Financial Services, LLC | 9,156 | $2.96M | 0.56% | +5+0.1% | Added |
| Altfest L J & Co Inc | 9,167 | $2.96M | 0.56% | −229−2.4% | Reduced |
| Elgethun Capital Management | 9,166 | $2.96M | 1.18% | 00.0% | Unchanged |
| Smithfield Trust Co | 9,210 | $2.98M | 0.21% | −242−2.6% | Reduced |
| Plimoth Trust Co LLC | 9,211 | $2.98M | 1.03% | +26+0.3% | Added |
| First Citizens Financial Corp | 9,267 | $3.00M | 2.95% | −7,037−43.2% | Reduced |
| Private Trust Co NA | 9,275 | $3.00M | 0.49% | −982−9.6% | Reduced |
| Great Diamond Partners, LLC | 9,276 | $3.00M | 1.02% | −187−2.0% | Reduced |
| Investment Partners, Ltd. | 9,341 | $3.02M | 0.90% | +2,695+40.6% | Added |
| Geneos Wealth Management Inc. | 9,393 | $3.04M | 0.21% | −4,177−30.8% | Reduced |
| Diversified Trust Co | 9,401 | $3.04M | 0.14% | −662−6.6% | Reduced |
| Mitchell Capital Management Co | 9,400 | $3.04M | 0.86% | −22−0.2% | Reduced |
| Platte River Wealth Advisors, LLC | 9,405 | $3.04M | 1.36% | +40+0.4% | Added |
| Mutual Advisors, LLC | 9,471 | $3.06M | 0.16% | −315−3.2% | Reduced |
| Beck Bode, LLC | 9,472 | $3.06M | 0.66% | +46+0.5% | Added |
| Bellevue Group AG | 9,490 | $3.07M | 0.04% | +8,521+879.4% | Added |
| Hunter Associates Investment Management LLC | 9,496 | $3.07M | 0.79% | +180+1.9% | Added |
| First Hawaiian Bank | 9,534 | $3.08M | 0.12% | +185+2.0% | Added |
| International Assets Investment Management, LLC | 9,561 | $3.09M | 0.67% | +337+3.7% | Added |
| Resources Investment Advisors, LLC. | 9,590 | $3.10M | 0.11% | +1,307+15.8% | Added |
| Wahed Invest LLC | 9,632 | $3.12M | 1.90% | +665+7.4% | Added |
| Wipfli Financial Advisors LLC, | 9,673 | $3.13M | 0.22% | +9,673 | New |
| Connectus Wealth, LLC | 9,680 | $3.13M | 0.07% | +12+0.1% | Added |
| Maryland Capital Management | 9,694 | $3.13M | 0.26% | +80+0.8% | Added |
| Clarius Group, LLC | 9,698 | $3.14M | 0.31% | +406+4.4% | Added |
| Advisory Alpha, LLC | 9,731 | $3.15M | 0.24% | −33−0.3% | Reduced |
| Ashton Thomas Private Wealth, LLC | 9,765 | $3.16M | 0.36% | −101−1.0% | Reduced |
| Blue Fin Capital, Inc. | 9,783 | $3.16M | 1.19% | −30.0% | Reduced |
| Equitable Trust Co | 9,863 | $3.19M | 0.27% | −933−8.6% | Reduced |
| Sawtooth Solutions, LLC | 9,892 | $3.20M | 0.46% | +917+10.2% | Added |
| Estabrook Capital Management | 9,930 | $3.21M | 0.60% | −425−4.1% | Reduced |
| Second Half Financial Partners, LLC | 9,970 | $3.22M | 4.01% | +9,970 | New |
| Sanders Morris Harris LLC | 9,996 | $3.23M | 0.79% | −40.0% | Reduced |
| Clarkston Capital Partners, LLC | 10,000 | $3.23M | 0.06% | 00.0% | Unchanged |
| Fairfield Financial Advisors, LTD | 10,015 | $3.24M | 1.54% | +846+9.2% | Added |
| Covenant Asset Management, LLC | 10,119 | $3.27M | 1.32% | +1,637+19.3% | Added |
| Enterprise Bank & Trust Co | 10,155 | $3.28M | 1.71% | −290−2.8% | Reduced |
| Boyd Watterson Asset Management LLC | 10,174 | $3.29M | 1.49% | −116−1.1% | Reduced |
| AMG National Trust Bank | 10,204 | $3.30M | 0.12% | +1,230+13.7% | Added |
| Bridges Investment Management Inc | 10,214 | $3.30M | 0.13% | −449−4.2% | Reduced |
| Cigna Investments Inc | 10,277 | $3.32M | 0.74% | −443−4.1% | Reduced |
| Belpointe Asset Management LLC | 10,382 | $3.36M | 0.23% | +4,001+62.7% | Added |
| Sustainable Insight Capital Management, LLC | 10,392 | $3.36M | 3.93% | +744+7.7% | Added |
| Wade G W & Inc | 10,464 | $3.38M | 0.17% | −166−1.6% | Reduced |
| Boenning & Scattergood, Inc. | 10,540 | $3.41M | 0.70% | +916+9.5% | Added |
| Crew Capital Management, Ltd. | 10,542 | $3.41M | 4.64% | 00.0% | Unchanged |
| Cambridge Trust Co | 10,562 | $3.42M | 0.16% | +200+1.9% | Added |
| Bailard, Inc. | 10,580 | $3.42M | 0.14% | +627+6.3% | Added |
| Lifeworks Advisors, LLC | 9,517 | $3.45M | 1.96% | −333−3.4% | Reduced |
| Investors Asset Management of Georgia Inc | 10,676 | $3.45M | 1.78% | −100−0.9% | Reduced |
| Lake Street Advisors Group, LLC | 10,683 | $3.45M | 0.25% | +10,683 | New |
| Park Avenue Securities LLC | 10,897 | $3.52M | 0.07% | +1,390+14.6% | Added |
| Sargent Bickham Lagudis LLC | 10,919 | $3.53M | 0.32% | +954+9.6% | Added |
| Highland Capital Management, LLC | 10,933 | $3.54M | 0.27% | +64+0.6% | Added |
| Roman Butler Fullerton & Co | 10,808 | $3.54M | 2.25% | −1,853−14.6% | Reduced |
| Perigon Wealth Management, LLC | 10,960 | $3.54M | 0.31% | −20−0.2% | Reduced |
| Bender Robert & Associates | 10,959 | $3.54M | 1.37% | +740+7.2% | Added |
| Waters Parkerson & Co., LLC | 10,970 | $3.55M | 0.24% | +290+2.7% | Added |
| Punch & Associates Investment Management, Inc. | 10,981 | $3.55M | 0.25% | 00.0% | Unchanged |
| Union Heritage Capital, LLC | 11,000 | $3.56M | 2.36% | 00.0% | Unchanged |
| Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD | 10,797 | $3.56M | 0.82% | 00.0% | Unchanged |
| Shepherd Financial Partners LLC | 11,013 | $3.56M | 0.69% | −1,925−14.9% | Reduced |
| Kinneret Advisory, LLC | 11,020 | $3.56M | 0.49% | 00.0% | Unchanged |
| MTM Investment Management, LLC | 11,021 | $3.56M | 2.02% | +10.0% | Added |
| Family Legacy, Inc. | 11,040 | $3.57M | 1.79% | +158+1.5% | Added |
| Ogorek Anthony Joseph | 11,065 | $3.58M | 1.70% | +58+0.5% | Added |
| Checchi Capital Advisers, LLC | 11,079 | $3.58M | 0.39% | +33+0.3% | Added |
| Morris Capital Advisors, LLC | 11,086 | $3.58M | 3.38% | −124−1.1% | Reduced |
| Leelyn Smith, LLC | 11,142 | $3.60M | 1.24% | −2,425−17.9% | Reduced |
| GM Advisory Group, Inc. | 11,236 | $3.63M | 0.46% | 00.0% | Unchanged |
| Mayflower Financial Advisors, LLC | 11,275 | $3.65M | 0.59% | +7,387+190.0% | Added |
| Fulton Bank, N.A. | 11,344 | $3.67M | 0.22% | −264−2.3% | Reduced |
| Hightower 6M Holding, LLC | 11,515 | $3.72M | 0.34% | +11,515 | New |
| Montecito Bank & Trust | 11,601 | $3.75M | 0.98% | −202−1.7% | Reduced |
| Seeyond | 11,601 | $3.75M | 0.45% | +1,253+12.1% | Added |
| Waldron Private Wealth LLC | 11,636 | $3.76M | 0.23% | +1,813+18.5% | Added |