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 $942.8B 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 | 4,644 | $942.8B |
| 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 |
|---|---|---|---|---|---|
| UMA Financial Services, Inc. | 895 | $297.0K | 0.09% | 00.0% | Unchanged |
| Benedetti & Gucer, Inc. | 926 | $299.0K | 0.24% | +140+17.8% | Added |
| Juncture Wealth Strategies, LLC | 927 | $300.0K | 0.15% | −38−3.9% | Reduced |
| Greenwood Gearhart Inc | 929 | $300.0K | 0.05% | +4+0.4% | Added |
| Deuterium Capital Management, LLC | 933 | $302.0K | 1.26% | −926−49.8% | Reduced |
| Vantage Financial Partners Ltd., Inc. | 935 | $302.0K | 0.20% | +935 | New |
| YorkBridge Wealth Partners, LLC | 937 | $303.0K | 0.08% | +5+0.5% | Added |
| DSC Advisors, L.P. | 939 | $304.0K | 0.32% | −433−31.6% | Reduced |
| Vicus Capital | 945 | $305.0K | 0.04% | +155+19.6% | Added |
| Howard Capital Management Group, LLC | 948 | $307.0K | 0.04% | 00.0% | Unchanged |
| Plotkin Financial Advisors, LLC | 954 | $308.5K | 0.31% | −310−24.5% | Reduced |
| Cribstone Capital Management, LLC | 955 | $309.0K | 0.19% | −5−0.5% | Reduced |
| One + One Wealth Management, LLC | 960 | $310.0K | 0.25% | 00.0% | Unchanged |
| Stevard, LLC | 960 | $310.0K | 0.29% | +960 | New |
| Running Point Capital Advisors, LLC | 964 | $312.0K | 0.21% | +85+9.7% | Added |
| Angeles Wealth Management, LLC | 966 | $312.0K | 0.06% | +196+25.5% | Added |
| M. Kulyk & Associates, LLC | 969 | $313.0K | 0.11% | −316−24.6% | Reduced |
| Coastal Bridge Advisors, LLC | 970 | $314.0K | 0.08% | −125−11.4% | Reduced |
| Janney Capital Management LLC | 971 | $314.0K | 0.03% | +14+1.5% | Added |
| Kowal Investment Group, LLC | 976 | $316.0K | 0.11% | +34+3.6% | Added |
| WC Walker & Associates, Inc. | 883 | $316.0K | 0.18% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 976 | $316.0K | 0.21% | +460+89.1% | Added |
| Beacon Financial Group | 964 | $318.0K | 0.05% | +964 | New |
| Zhang Financial LLC | 988 | $319.0K | 0.05% | −305−23.6% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 991 | $320.0K | 0.19% | +90+10.0% | Added |
| Evanson Asset Management, LLC | 989 | $320.0K | 0.04% | +241+32.2% | Added |
| Fairfield, Bush & Co. | 992 | $321.0K | 0.23% | +587+144.9% | Added |
| Sanford Advisory Services, LLC | 995 | $322.0K | 0.09% | 00.0% | Unchanged |
| Zullo Investment Group, Inc. | 996 | $322.0K | 0.21% | +21+2.2% | Added |
| Searle & Co. | 1,000 | $323.0K | 0.12% | 00.0% | Unchanged |
| Cacti Asset Management LLC | 1,000 | $323.0K | 0.03% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 999 | $323.0K | 0.11% | 00.0% | Unchanged |
| Cito Capital Group, LLC | 1,000 | $323.0K | 0.19% | 00.0% | Unchanged |
| PRW Wealth Management LLC | 998 | $323.0K | 0.15% | 00.0% | Unchanged |
| Silver Oak Advisory Group, Inc. | 999 | $323.0K | 0.24% | 00.0% | Unchanged |
| Mendel Capital Management LLC | 1,000 | $323.0K | 0.38% | 00.0% | Unchanged |
| Doheny Asset Management | 1,000 | $323.0K | 0.32% | +1,000 | New |
| Shay Capital LLC | 1,000 | $323.0K | 0.16% | +1,000 | New |
| Montgomery Investment Management Inc | 1,000 | $324.0K | 0.13% | 00.0% | Unchanged |
| Tarbox Family Office, Inc. | 999 | $324.0K | 0.08% | 00.0% | Unchanged |
| Intact Investment Management Inc. | 1,000 | $324.0K | 0.01% | +1,000 | New |
| Gillespie Robinson & Grimm Inc | 1,005 | $325.0K | 0.04% | 00.0% | Unchanged |
| Private Ocean, LLC | 1,009 | $326.0K | 0.05% | 00.0% | Unchanged |
| Family Firm, Inc. | 1,011 | $327.0K | 0.10% | +2+0.2% | Added |
| Hemington Wealth Management | 1,011 | $327.0K | 0.14% | +14+1.4% | Added |
| Concorde Asset Management, LLC | 1,010 | $327.0K | 0.37% | +1,010 | New |
| Stillwater Investment Management, LLC | 1,018 | $329.0K | 0.10% | +3+0.3% | Added |
| Lantz Financial LLC | 1,016 | $329.0K | 0.17% | 00.0% | Unchanged |
| Lee Financial Co | 1,020 | $329.0K | 0.06% | +6+0.6% | Added |
| Corton Capital Inc. | 1,021 | $330.0K | 0.40% | −1,023−50.0% | Reduced |
| Donald L. Hagan, LLC | 1,020 | $330.0K | 0.23% | 00.0% | Unchanged |
| Aberdeen Wealth Management LLC | 1,020 | $330.0K | 0.29% | 00.0% | Unchanged |
| Alpha Family Trust | 1,020 | $330.0K | 0.25% | +175+20.7% | Added |
| Lanham O'Dell & Company, Inc. | 1,021 | $330.0K | 1.17% | +1,021 | New |
| Cheviot Value Management, LLC | 1,024 | $331.0K | 0.09% | 00.0% | Unchanged |
| Joule Financial, LLC | 1,025 | $331.0K | 0.25% | 00.0% | Unchanged |
| Private Capital Management LLC | 1,025 | $331.0K | 0.12% | −63−5.8% | Reduced |
| Shilanski & Associates, Inc. | 1,025 | $331.0K | 0.12% | +1,025 | New |
| Paragon Private Wealth Management, LLC | 946 | $332.0K | 0.32% | 00.0% | Unchanged |
| Ahrens Investment Partners LLC | 1,029 | $333.0K | 0.18% | 00.0% | Unchanged |
| RKL Wealth Management LLC | 1,034 | $334.0K | 0.05% | +12+1.2% | Added |
| Crewe Advisors LLC | 1,032 | $334.0K | 0.06% | +97+10.4% | Added |
| Foster Group, Inc. | 1,033 | $334.0K | 0.03% | +102+11.0% | Added |
| Index Fund Advisors, Inc. | 1,036 | $335.0K | 0.03% | +1+0.1% | Added |
| Delphia (USA) Inc. | 1,040 | $336.0K | 0.38% | −2,006−65.9% | Reduced |
| FSM Wealth Advisors, LLC | 1,040 | $336.0K | 0.28% | −17−1.6% | Reduced |
| Optas, LLC | 1,042 | $337.0K | 0.15% | +22+2.2% | Added |
| Beacon Financial Strategies CORP | 1,043 | $337.4K | 0.32% | 00.0% | Unchanged |
| Hollencrest Capital Management | 1,044 | $338.0K | 0.04% | +111+11.9% | Added |
| Intelligence Driven Advisers, LLC | 1,014 | $338.0K | 0.07% | +369+57.2% | Added |
| Capital Wealth Planning, LLC | 1,046 | $338.0K | 0.01% | +424+68.2% | Added |
| Albion Financial Group | 1,049 | $339.0K | 0.03% | 00.0% | Unchanged |
| Ridgecrest Wealth Partners, LLC | 1,050 | $340.0K | 0.28% | −100−8.7% | Reduced |
| Adell Harriman & Carpenter Inc | 1,057 | $341.8K | 0.04% | +200+23.3% | Added |
| Klingman & Associates, LLC | 1,062 | $343.0K | 0.03% | +33+3.2% | Added |
| Hamilton Capital, LLC | 1,062 | $343.0K | 0.02% | +51+5.0% | Added |
| TrueWealth Advisors, LLC | 1,063 | $344.0K | 0.16% | −153−12.6% | Reduced |
| Security National Bank | 1,066 | $345.0K | 0.10% | −116−9.8% | Reduced |
| VisionPoint Advisory Group, LLC | 1,068 | $345.0K | 0.17% | +79+8.0% | Added |
| Willner & Heller, LLC | 1,070 | $346.0K | 0.56% | −45−4.0% | Reduced |
| Navis Wealth Advisors, LLC | 1,070 | $346.0K | 0.53% | 00.0% | Unchanged |
| MJP Associates Inc | 1,069 | $346.0K | 0.10% | +45+4.4% | Added |
| McDonald Partners LLC | 1,075 | $348.0K | 0.13% | −50−4.4% | Reduced |
| Black Diamond Financial, LLC | 1,079 | $349.0K | 0.14% | −95−8.1% | Reduced |
| DeDora Capital, Inc. | 1,081 | $349.0K | 0.18% | +1+0.1% | Added |
| Noesis Capital Mangement Corp | 1,084 | $351.0K | 0.11% | −133−10.9% | Reduced |
| Columbia Trust Co 01012016 | 1,086 | $351.0K | 0.20% | 00.0% | Unchanged |
| Glassman Wealth Services | 1,087 | $351.0K | 0.07% | +49+4.7% | Added |
| Stillwater Capital Advisors, LLC | 1,094 | $354.0K | 0.08% | −167−13.2% | Reduced |
| Liberty Wealth Management LLC | 1,097 | $354.0K | 0.09% | −1−0.1% | Reduced |
| Connecticut Wealth Management, LLC | 1,099 | $355.0K | 0.03% | −11−1.0% | Reduced |
| K.J. Harrison & Partners Inc | 1,100 | $356.0K | 0.13% | +100+10.0% | Added |
| Balboa Wealth Partners | 1,103 | $357.0K | 0.16% | +1,103 | New |
| Segment Wealth Management, LLC | 1,108 | $358.0K | 0.04% | −92−7.7% | Reduced |
| Quantum Financial Advisors, LLC | 1,108 | $358.0K | 0.16% | 00.0% | Unchanged |
| Pekin Hardy Strauss, Inc. | 1,113 | $360.0K | 0.06% | +43+4.0% | Added |
| Advus Financial Partners, LLC | 1,115 | $360.7K | 0.19% | +65+6.2% | Added |
| Thrive Wealth Management, LLC | 1,124 | $363.0K | 0.13% | −29−2.5% | Reduced |
| Claro Advisors LLC | 1,121 | $363.0K | 0.14% | 00.0% | Unchanged |
| CWA Asset Management Group, LLC | 1,123 | $363.0K | 0.04% | +43+4.0% | Added |