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; 4,643 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
- 2,490
- +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
- 942 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 | 4,643 | $942.7B |
| 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, 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 |
|---|---|---|---|---|---|
| Citizens Business Bank | 637 | $206.0K | 0.05% | −131−17.1% | Reduced |
| Security National Bank of So Dak | 638 | $206.0K | 0.18% | 00.0% | Unchanged |
| Kessler Investment Group, LLC | 636 | $206.0K | 0.17% | 00.0% | Unchanged |
| Marks Group Wealth Management, Inc | 636 | $206.0K | 0.03% | 00.0% | Unchanged |
| Rock Creek Group, LP | 636 | $206.0K | 0.03% | +276+76.7% | Added |
| Legend Financial Advisors, Inc. | 638 | $206.3K | 0.19% | 00.0% | Unchanged |
| Key Client Fiduciary Advisors, LLC | 639 | $207.0K | 0.21% | −5−0.8% | Reduced |
| Arkfeld Wealth Strategies, L.L.C. | 624 | $207.0K | 0.14% | 00.0% | Unchanged |
| Mach-1 Financial Group, Inc. | 642 | $207.0K | 0.22% | +17+2.7% | Added |
| Kelly Financial Services LLC | 640 | $207.1K | 0.12% | −9−1.4% | Reduced |
| Traphagen Investment Advisors LLC | 643 | $207.9K | 0.04% | −7,426−92.0% | Reduced |
| Red Wave Investments LLC | 646 | $209.0K | 0.09% | 00.0% | Unchanged |
| Keystone Wealth Services, LLC | 647 | $209.0K | 0.10% | +1+0.2% | Added |
| EagleClaw Capital Managment, LLC | 650 | $210.0K | 0.06% | 00.0% | Unchanged |
| Altshuler Shaham Ltd | 19,844 | $210.0K | 0.01% | +401+2.1% | Added |
| L.M. Kohn & Company | 649 | $210.0K | 0.10% | +649 | New |
| WealthShield Partners, LLC | 653 | $211.0K | 0.04% | −5−0.8% | Reduced |
| Nicollet Investment Management, Inc. | 651 | $211.0K | 0.12% | +16+2.5% | Added |
| TSFG, LLC | 656 | $212.0K | 0.10% | 00.0% | Unchanged |
| Kavar Capital Partners Group, LLC | 660 | $213.0K | 0.05% | 00.0% | Unchanged |
| Addison Advisors LLC | 658 | $213.0K | 0.13% | 00.0% | Unchanged |
| Patton Albertson Miller Group, LLC | 658 | $213.0K | 0.05% | +15+2.3% | Added |
| Phillips Financial Management, LLC | 659 | $213.0K | 0.02% | +659 | New |
| GSB Wealth Management, LLC | 661 | $214.0K | 0.08% | −135−17.0% | Reduced |
| Golden Green, Inc. | 661 | $214.0K | 0.23% | −52−7.3% | Reduced |
| Thomas J. Herzfeld Advisors, Inc. | 663 | $214.0K | 0.09% | 00.0% | Unchanged |
| Bickling Financial Services, Inc. | 661 | $214.0K | 0.14% | +1+0.2% | Added |
| Peterson Wealth Advisors, LLC | 662 | $214.0K | 0.07% | +11+1.7% | Added |
| Gray Wealth Management Inc. | 663 | $214.0K | 0.14% | +663 | New |
| Private Management Group Inc | 666 | $215.4K | 0.01% | 00.0% | Unchanged |
| Oberweis Asset Management Inc | 668 | $216.0K | 0.05% | 00.0% | Unchanged |
| Weaver Consulting Group | 669 | $216.0K | 0.12% | +5+0.8% | Added |
| JJJ Advisors Inc. | 667 | $216.0K | 0.07% | +51+8.3% | Added |
| Colonial River Wealth Management, LLC | 667 | $216.0K | 0.15% | +667 | New |
| Capital Directions Investment Advisors, LLC | 0 | $217.0K | 0.08% | −670−100.0% | Reduced |
| Advance Capital Management, Inc. | 670 | $217.0K | 0.03% | 00.0% | Unchanged |
| Verity Asset Management, Inc. | 672 | $217.3K | 0.22% | +672 | New |
| HM Capital Management, LLC | 675 | $218.0K | 0.13% | 00.0% | Unchanged |
| Endowment Wealth Management, Inc. | 674 | $218.0K | 0.26% | +45+7.2% | Added |
| QCM Cayman, Ltd. | 674 | $218.0K | 3.18% | +674 | New |
| Investment Advisory Group, LLC | 677 | $219.0K | 0.15% | 00.0% | Unchanged |
| Financial Network Wealth Management LLC | 677 | $219.0K | 0.14% | +9+1.3% | Added |
| United Asset Strategies, Inc. | 679 | $220.0K | 0.03% | −3−0.4% | Reduced |
| Karpus Management, Inc. | 680 | $220.0K | 0.01% | 00.0% | Unchanged |
| Traverso Chambers Private Wealth Management, LLC | 679 | $220.0K | 0.07% | 00.0% | Unchanged |
| Inspirion Wealth Advisors, LLC | 681 | $220.0K | 0.05% | +61+9.8% | Added |
| Beese Fulmer Investment Management, Inc. | 685 | $221.0K | 0.03% | +7+1.0% | Added |
| Reston Wealth Management LLC | 686 | $222.0K | 0.13% | −219−24.2% | Reduced |
| Wayfinding Financial, LLC | 688 | $222.0K | 0.21% | +38+5.8% | Added |
| H. L. Ormond & Company, LLC | 687 | $222.0K | 0.36% | +687 | New |
| Tranquility Partners, LLC | 691 | $223.0K | 0.12% | −18−2.5% | Reduced |
| M. Kraus & Co | 691 | $223.0K | 0.09% | +691 | New |
| First Affirmative Financial Network | 696 | $225.0K | 0.29% | −143−17.0% | Reduced |
| Hoertkorn Richard Charles | 700 | $226.0K | 0.13% | 00.0% | Unchanged |
| BigSur Wealth Management LLC | 700 | $226.0K | 0.11% | 00.0% | Unchanged |
| Old Mission Investment Co LLC | 700 | $226.3K | 0.11% | 00.0% | Unchanged |
| United Community Bank | 702 | $227.0K | 0.24% | +340+93.9% | Added |
| Harvest Volatility Management LLC | 689 | $227.0K | 0.04% | −64−8.5% | Reduced |
| Goodwin Daniel L | 700 | $227.0K | 0.13% | 00.0% | Unchanged |
| Aurora Private Wealth, Inc. | 703 | $227.0K | 0.10% | +2+0.3% | Added |
| RMR Wealth Builders | 703 | $227.0K | 0.06% | +76+12.1% | Added |
| C M Bidwell & Associates Ltd | 701 | $227.0K | 0.19% | +701 | New |
| Secure Asset Management, LLC | 705 | $228.0K | 0.13% | −1−0.1% | Reduced |
| Sepio Capital, LP | 697 | $228.0K | 0.02% | +40+6.1% | Added |
| Aspen Investment Management Inc | 706 | $228.0K | 0.15% | +706 | New |
| Beacon Capital Management, LLC | 707 | $229.0K | 0.08% | −136−16.1% | Reduced |
| Accuvest Global Advisors | 708 | $229.0K | 0.16% | 00.0% | Unchanged |
| Duncker Streett & Co Inc | 707 | $229.0K | 0.06% | 00.0% | Unchanged |
| Source Financial Advisors LLC | 708 | $229.0K | 0.09% | +54+8.3% | Added |
| Motive Wealth Advisors | 710 | $230.0K | 0.19% | +710 | New |
| JB Capital LLC | 713 | $231.0K | 0.03% | −677−48.7% | Reduced |
| Compton Wealth Advisory Group, LLC | 716 | $231.0K | 0.10% | 00.0% | Unchanged |
| Horan Capital Advisors, LLC. | 713 | $231.0K | 0.11% | 00.0% | Unchanged |
| Red Door Wealth Management, LLC | 715 | $231.0K | 0.09% | +23+3.3% | Added |
| Full Sail Capital, LLC | 717 | $232.0K | 0.02% | −20−2.7% | Reduced |
| Cowa, LLC | 719 | $232.0K | 0.15% | 00.0% | Unchanged |
| Holderness Investments Co | 720 | $233.0K | 0.11% | −10−1.4% | Reduced |
| Dock Street Asset Management Inc | 721 | $233.0K | 0.06% | 00.0% | Unchanged |
| Midwest Professional Planners, LTD. | 720 | $233.0K | 0.14% | +18+2.6% | Added |
| Advanced Asset Management Advisors Inc | 723 | $234.0K | 0.06% | +30+4.3% | Added |
| ProVise Management Group, LLC | 725 | $235.0K | 0.03% | −91−11.2% | Reduced |
| Auxier Asset Management | 726 | $235.0K | 0.05% | 00.0% | Unchanged |
| TruWealth Advisors, LLC | 726 | $235.0K | 0.02% | +76+11.7% | Added |
| Kinloch Capital, LLC | 727 | $235.0K | 0.16% | +727 | New |
| Greenfield Savings Bank | 729 | $236.0K | 0.17% | 00.0% | Unchanged |
| Delta Asset Management LLC | 733 | $237.0K | 0.03% | −50−6.4% | Reduced |
| 44 Wealth Management LLC | 733 | $237.0K | 0.10% | +37+5.3% | Added |
| Ashford Capital Management Inc | 735 | $238.0K | 0.04% | −108−12.8% | Reduced |
| Blue Square Asset Management, LLC | 735 | $238.0K | 0.16% | 00.0% | Unchanged |
| Invst, LLC | 735 | $238.0K | 0.04% | +36+5.2% | Added |
| Southland Equity Partners LLC | 737 | $238.4K | 0.12% | 00.0% | Unchanged |
| Sandbox Financial Partners, LLC | 740 | $239.0K | 0.17% | −11−1.5% | Reduced |
| Verus Financial Partners, Inc. | 712 | $239.0K | 0.04% | 00.0% | Unchanged |
| Wealthstream Advisors, Inc. | 740 | $239.0K | 0.26% | +32+4.5% | Added |
| Resurgent Financial Advisors LLC | 738 | $239.0K | 0.17% | +738 | New |
| Eagle Bay Advisors LLC | 740 | $240.0K | 0.15% | −9−1.2% | Reduced |
| Northern Capital Management, Inc. | 743 | $240.0K | 0.25% | 00.0% | Unchanged |
| Echo45 Advisors LLC | 744 | $241.0K | 0.24% | −9−1.2% | Reduced |
| Montag & Caldwell, LLC | 746 | $241.0K | 0.04% | 00.0% | Unchanged |
| Palisade Capital Management LLC | 745 | $241.0K | 0.01% | 00.0% | Unchanged |