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 |
|---|---|---|---|---|---|
| Andesa Financial Management Inc. | 11,643 | $3.77M | 1.32% | +5,748+97.5% | Added |
| Alaska Permanent Fund Corp | 11,667 | $3.77M | 0.07% | −277−2.3% | Reduced |
| TD Private Client Wealth LLC | 11,715 | $3.79M | 0.19% | −1,848−13.6% | Reduced |
| C2C Wealth Management, LLC | 11,515 | $3.80M | 0.74% | 00.0% | Unchanged |
| Princeton Capital Management LLC | 11,748 | $3.80M | 1.66% | +1,789+18.0% | Added |
| Intrepid Financial Planning Group LLC | 11,751 | $3.80M | 2.16% | +25+0.2% | Added |
| Ingalls & Snyder LLC | 11,780 | $3.81M | 0.21% | −126−1.1% | Reduced |
| Aull & Monroe Investment Management Corp | 11,817 | $3.82M | 2.09% | −250−2.1% | Reduced |
| Morgens Waterfall Vintiadis & Co Inc | 11,900 | $3.85M | 4.22% | 00.0% | Unchanged |
| TRUE Private Wealth Advisors | 11,908 | $3.85M | 0.58% | +155+1.3% | Added |
| Affinity Wealth Management LLC | 11,945 | $3.86M | 0.96% | +97+0.8% | Added |
| Boothbay Fund Management, LLC | 11,961 | $3.87M | 0.13% | +11,961 | New |
| CIBC World Markets Corp | 11,967 | $3.87M | 0.05% | −43,087−78.3% | Reduced |
| BancorpSouth Bank | 11,989 | $3.88M | 0.40% | +10,416+662.2% | Added |
| American Assets Investment Management, LLC | 12,000 | $3.88M | 0.51% | 00.0% | Unchanged |
| WealthTrust Axiom LLC | 12,003 | $3.88M | 1.48% | 00.0% | Unchanged |
| Tokio Marine Asset Management Co Ltd | 12,049 | $3.90M | 0.33% | +1,277+11.9% | Added |
| Veriti Management LLC | 12,062 | $3.90M | 0.57% | +66+0.6% | Added |
| Plancorp, LLC | 12,129 | $3.92M | 0.26% | −32−0.3% | Reduced |
| Gamble Jones Investment Counsel | 12,210 | $3.95M | 0.32% | 00.0% | Unchanged |
| David J Yvars Group | 12,217 | $3.95M | 4.39% | +11,421+1,434.8% | Added |
| WBH Advisory Inc | 12,319 | $3.98M | 0.57% | −88−0.7% | Reduced |
| Western Wealth Management, LLC | 12,159 | $4.00M | 0.23% | +2,304+23.4% | Added |
| Cornerstone Advisors, LLC | 12,400 | $4.01M | 0.20% | +100+0.8% | Added |
| Aaron Wealth Advisors | 12,498 | $4.04M | 0.75% | +10,321+474.1% | Added |
| Oak Grove Capital LLC | 12,500 | $4.04M | 1.38% | +12,500 | New |
| Walleye Capital LLC | 12,601 | $4.08M | 0.09% | +7,075+128.0% | Added |
| Bank Hapoalim BM | 12,612 | $4.08M | 0.51% | −400−3.1% | Reduced |
| Reynders McVeigh Capital Management, LLC | 12,726 | $4.12M | 0.32% | −29−0.2% | Reduced |
| Global Retirement Partners, LLC | 11,378 | $4.12M | 0.31% | +1,683+17.4% | Added |
| China Universal Asset Management Co., Ltd. | 12,884 | $4.17M | 1.75% | +7,540+141.1% | Added |
| Segall Bryant & Hamill, LLC | 12,917 | $4.18M | 0.05% | −202−1.5% | Reduced |
| Eastern Bank | 12,971 | $4.19M | 0.24% | +251+2.0% | Added |
| Edge Capital Group, LLC | 12,986 | $4.20M | 0.35% | +261+2.1% | Added |
| Cable Hill Partners, LLC | 13,004 | $4.21M | 0.85% | +577+4.6% | Added |
| Prospera Financial Services Inc | 13,075 | $4.23M | 0.22% | +1,575+13.7% | Added |
| Supplemental Annuity Collective Trust of NJ | 13,100 | $4.24M | 1.85% | 00.0% | Unchanged |
| Perkins Capital Management Inc | 13,216 | $4.27M | 4.78% | −192−1.4% | Reduced |
| 55I, LLC | 13,294 | $4.30M | 0.12% | +8,501+177.4% | Added |
| Essex Savings Bank | 13,348 | $4.32M | 1.72% | +23+0.2% | Added |
| Cohen Investment Advisors LLC | 13,389 | $4.33M | 3.98% | −234−1.7% | Reduced |
| McKinley Carter Wealth Services, Inc. | 13,399 | $4.33M | 0.40% | +202+1.5% | Added |
| Jaffetilchin Investment Partners, LLC | 13,425 | $4.34M | 0.56% | +498+3.9% | Added |
| Transcend Wealth Collective, LLC | 13,461 | $4.35M | 0.48% | −83−0.6% | Reduced |
| Bank Ozk | 13,483 | $4.36M | 2.37% | +120+0.9% | Added |
| Glynn Capital Management LLC | 13,490 | $4.36M | 0.93% | 00.0% | Unchanged |
| Wedbush Securities Inc | 13,504 | $4.37M | 0.25% | +1,121+9.1% | Added |
| First City Capital Management, Inc. | 13,519 | $4.37M | 2.88% | −258−1.9% | Reduced |
| Intrust Bank NA | 13,609 | $4.40M | 0.68% | +83+0.6% | Added |
| Park National Corp | 13,615 | $4.40M | 0.22% | −320−2.3% | Reduced |
| SevenBridge Financial Group, LLC | 13,619 | $4.40M | 1.49% | +12,000+741.2% | Added |
| Wellington Shields & Co., LLC | 13,704 | $4.43M | 1.93% | −740−5.1% | Reduced |
| Buckingham Strategic Wealth, LLC | 13,718 | $4.44M | 0.09% | −782−5.4% | Reduced |
| Commerzbank Aktiengesellschaft | 13,740 | $4.44M | 0.33% | +2,000+17.0% | Added |
| Centric Wealth Management | 13,768 | $4.45M | 1.77% | −2,110−13.3% | Reduced |
| Naples Global Advisors, LLC | 13,826 | $4.47M | 0.62% | −158−1.1% | Reduced |
| Atlantic Union Bankshares Corp | 13,845 | $4.48M | 0.51% | −1,388−9.1% | Reduced |
| Anchor Investment Management, LLC | 13,900 | $4.49M | 0.70% | −121−0.9% | Reduced |
| CMH Wealth Management LLC | 13,904 | $4.50M | 1.65% | +379+2.8% | Added |
| Peachtree Investment Partners, LLC | 13,920 | $4.50M | 3.02% | +1,013+7.8% | Added |
| Summit Financial Group Inc | 13,935 | $4.51M | 1.87% | −740−5.0% | Reduced |
| AIA Group Ltd | 13,944 | $4.51M | 0.30% | −3,318−19.2% | Reduced |
| Harvey Investment Co LLC | 13,955 | $4.51M | 0.65% | 00.0% | Unchanged |
| Indiana Trust & Investment Management CO | 13,977 | $4.52M | 2.74% | +245+1.8% | Added |
| HAP Trading, LLC | 13,981 | $4.52M | 0.58% | +13,981 | New |
| Wilbanks Smith & Thomas Asset Management LLC | 14,028 | $4.54M | 0.19% | +138+1.0% | Added |
| Desjardins Global Asset Management Inc. | 14,128 | $4.57M | 0.58% | −426−2.9% | Reduced |
| Fernwood Investment Management, LLC | 14,218 | $4.60M | 1.94% | −10−0.1% | Reduced |
| Icon Wealth Advisors, LLC | 14,233 | $4.60M | 0.56% | +14,233 | New |
| RNC Capital Management LLC | 14,361 | $4.64M | 0.29% | −1,294−8.3% | Reduced |
| Stableford Capital II LLC | 13,645 | $4.65M | 2.25% | −26−0.2% | Reduced |
| Jackson Wealth Management, LLC | 14,540 | $4.70M | 0.93% | +11,832+436.9% | Added |
| Greylin Investment Mangement Inc | 14,625 | $4.73M | 0.98% | −2,315−13.7% | Reduced |
| Covington Capital Management | 14,630 | $4.73M | 0.20% | +140+1.0% | Added |
| Osterweis Capital Management Inc | 14,666 | $4.74M | 0.36% | −950−6.1% | Reduced |
| Fi3 FINANCIAL ADVISORS, LLC | 14,670 | $4.74M | 4.32% | −141−1.0% | Reduced |
| Shelton Capital Management | 14,728 | $4.76M | 0.23% | +6,340+75.6% | Added |
| ARGI Investment Services, LLC | 14,736 | $4.76M | 0.17% | +2,555+21.0% | Added |
| Northeast Investment Management | 14,811 | $4.79M | 0.32% | +1,388+10.3% | Added |
| HB Wealth Management, LLC | 14,851 | $4.80M | 0.10% | −572−3.7% | Reduced |
| Profund Advisors LLC | 14,881 | $4.81M | 0.35% | −960−6.1% | Reduced |
| Hartford Financial Management Inc. | 14,904 | $4.82M | 1.42% | 00.0% | Unchanged |
| AlphaStar Capital Management, LLC | 14,916 | $4.82M | 0.52% | −1,601−9.7% | Reduced |
| Choate Investment Advisors | 14,939 | $4.83M | 0.32% | −338−2.2% | Reduced |
| Nicholas Hoffman & Company, LLC. | 14,997 | $4.85M | 0.23% | −405−2.6% | Reduced |
| GYL Financial Synergies, LLC | 15,053 | $4.87M | 1.33% | +215+1.4% | Added |
| Wolff Financial Management LLC | 15,144 | $4.90M | 2.23% | +10.0% | Added |
| Balasa Dinverno & Foltz LLC | 15,259 | $4.93M | 0.31% | −618−3.9% | Reduced |
| Metis Global Partners, LLC | 15,276 | $4.94M | 0.80% | +1,636+12.0% | Added |
| Jacobi Capital Management LLC | 15,340 | $4.96M | 0.68% | −615−3.9% | Reduced |
| SeaCrest Wealth Management, LLC | 15,362 | $4.97M | 0.75% | −1,420−8.5% | Reduced |
| Institutional & Family Asset Management, LLC | 15,433 | $4.99M | 0.90% | +127+0.8% | Added |
| Meiji Yasuda Life Insurance Co | 15,488 | $5.01M | 0.11% | +4,000+34.8% | Added |
| Providence Wealth Advisors, LLC | 13,591 | $5.02M | 3.75% | −622−4.4% | Reduced |
| Gladstone Institutional Advisory LLC | 15,572 | $5.04M | 0.39% | +973+6.7% | Added |
| Chilton Capital Management LLC | 15,632 | $5.05M | 0.34% | 00.0% | Unchanged |
| First Nebraska Trust Co | 15,644 | $5.06M | 0.72% | −12,888−45.2% | Reduced |
| E. Ohman J:or Asset Management AB | 16,096 | $5.20M | 0.24% | +16,096 | New |
| Gifford Fong Associates | 16,100 | $5.21M | 1.29% | 00.0% | Unchanged |
| NatWest Group plc | 16,114 | $5.21M | 3.03% | +16,114 | New |