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 |
|---|---|---|---|---|---|
| Family Legacy, Inc. | 11,040 | $3.57M | 1.79% | +158+1.5% | Added |
| MTM Investment Management, LLC | 11,021 | $3.56M | 2.02% | +10.0% | Added |
| Kinneret Advisory, LLC | 11,020 | $3.56M | 0.49% | 00.0% | Unchanged |
| Shepherd Financial Partners LLC | 11,013 | $3.56M | 0.69% | −1,925−14.9% | Reduced |
| Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD | 10,797 | $3.56M | 0.82% | 00.0% | Unchanged |
| Union Heritage Capital, LLC | 11,000 | $3.56M | 2.36% | 00.0% | Unchanged |
| Punch & Associates Investment Management, Inc. | 10,981 | $3.55M | 0.25% | 00.0% | Unchanged |
| Waters Parkerson & Co., LLC | 10,970 | $3.55M | 0.24% | +290+2.7% | Added |
| 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 |
| Roman Butler Fullerton & Co | 10,808 | $3.54M | 2.25% | −1,853−14.6% | Reduced |
| Highland Capital Management, LLC | 10,933 | $3.54M | 0.27% | +64+0.6% | Added |
| Sargent Bickham Lagudis LLC | 10,919 | $3.53M | 0.32% | +954+9.6% | Added |
| Park Avenue Securities LLC | 10,897 | $3.52M | 0.07% | +1,390+14.6% | Added |
| Lake Street Advisors Group, LLC | 10,683 | $3.45M | 0.25% | +10,683 | New |
| Investors Asset Management of Georgia Inc | 10,676 | $3.45M | 1.78% | −100−0.9% | Reduced |
| Lifeworks Advisors, LLC | 9,517 | $3.45M | 1.96% | −333−3.4% | Reduced |
| Bailard, Inc. | 10,580 | $3.42M | 0.14% | +627+6.3% | Added |
| Cambridge Trust Co | 10,562 | $3.42M | 0.16% | +200+1.9% | Added |
| Crew Capital Management, Ltd. | 10,542 | $3.41M | 4.64% | 00.0% | Unchanged |
| Boenning & Scattergood, Inc. | 10,540 | $3.41M | 0.70% | +916+9.5% | Added |
| Wade G W & Inc | 10,464 | $3.38M | 0.17% | −166−1.6% | Reduced |
| Sustainable Insight Capital Management, LLC | 10,392 | $3.36M | 3.93% | +744+7.7% | Added |
| Belpointe Asset Management LLC | 10,382 | $3.36M | 0.23% | +4,001+62.7% | Added |
| Cigna Investments Inc | 10,277 | $3.32M | 0.74% | −443−4.1% | Reduced |
| Bridges Investment Management Inc | 10,214 | $3.30M | 0.13% | −449−4.2% | Reduced |
| AMG National Trust Bank | 10,204 | $3.30M | 0.12% | +1,230+13.7% | Added |
| Boyd Watterson Asset Management LLC | 10,174 | $3.29M | 1.49% | −116−1.1% | Reduced |
| Enterprise Bank & Trust Co | 10,155 | $3.28M | 1.71% | −290−2.8% | Reduced |
| Covenant Asset Management, LLC | 10,119 | $3.27M | 1.32% | +1,637+19.3% | Added |
| Fairfield Financial Advisors, LTD | 10,015 | $3.24M | 1.54% | +846+9.2% | Added |
| Clarkston Capital Partners, LLC | 10,000 | $3.23M | 0.06% | 00.0% | Unchanged |
| Sanders Morris Harris LLC | 9,996 | $3.23M | 0.79% | −40.0% | Reduced |
| Second Half Financial Partners, LLC | 9,970 | $3.22M | 4.01% | +9,970 | New |
| Estabrook Capital Management | 9,930 | $3.21M | 0.60% | −425−4.1% | Reduced |
| Sawtooth Solutions, LLC | 9,892 | $3.20M | 0.46% | +917+10.2% | Added |
| Equitable Trust Co | 9,863 | $3.19M | 0.27% | −933−8.6% | Reduced |
| Blue Fin Capital, Inc. | 9,783 | $3.16M | 1.19% | −30.0% | Reduced |
| Ashton Thomas Private Wealth, LLC | 9,765 | $3.16M | 0.36% | −101−1.0% | Reduced |
| Advisory Alpha, LLC | 9,731 | $3.15M | 0.24% | −33−0.3% | Reduced |
| Clarius Group, LLC | 9,698 | $3.14M | 0.31% | +406+4.4% | Added |
| Maryland Capital Management | 9,694 | $3.13M | 0.26% | +80+0.8% | Added |
| Connectus Wealth, LLC | 9,680 | $3.13M | 0.07% | +12+0.1% | Added |
| Wipfli Financial Advisors LLC, | 9,673 | $3.13M | 0.22% | +9,673 | New |
| Wahed Invest LLC | 9,632 | $3.12M | 1.90% | +665+7.4% | Added |
| Resources Investment Advisors, LLC. | 9,590 | $3.10M | 0.11% | +1,307+15.8% | Added |
| International Assets Investment Management, LLC | 9,561 | $3.09M | 0.67% | +337+3.7% | Added |
| First Hawaiian Bank | 9,534 | $3.08M | 0.12% | +185+2.0% | Added |
| Hunter Associates Investment Management LLC | 9,496 | $3.07M | 0.79% | +180+1.9% | Added |
| Bellevue Group AG | 9,490 | $3.07M | 0.04% | +8,521+879.4% | Added |
| Beck Bode, LLC | 9,472 | $3.06M | 0.66% | +46+0.5% | Added |
| Mutual Advisors, LLC | 9,471 | $3.06M | 0.16% | −315−3.2% | Reduced |
| Platte River Wealth Advisors, LLC | 9,405 | $3.04M | 1.36% | +40+0.4% | Added |
| 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 |
| Geneos Wealth Management Inc. | 9,393 | $3.04M | 0.21% | −4,177−30.8% | Reduced |
| Investment Partners, Ltd. | 9,341 | $3.02M | 0.90% | +2,695+40.6% | Added |
| 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 |
| First Citizens Financial Corp | 9,267 | $3.00M | 2.95% | −7,037−43.2% | Reduced |
| 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 |
| 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 |
| Thoroughbred Financial Services, LLC | 9,156 | $2.96M | 0.56% | +5+0.1% | Added |
| American National Bank | 9,150 | $2.96M | 0.71% | −54−0.6% | Reduced |
| Abbrea Capital, LLC | 9,121 | $2.95M | 0.56% | −142−1.5% | Reduced |
| Willis Investment Counsel | 9,116 | $2.95M | 0.21% | −1,100−10.8% | Reduced |
| Fiduciary Group LLC | 7,962 | $2.94M | 0.38% | +272+3.5% | Added |
| Evergreen Capital Management LLC | 9,024 | $2.92M | 0.15% | +627+7.5% | Added |
| Herold Advisors, Inc. | 9,009 | $2.91M | 1.42% | −560−5.9% | Reduced |
| Trust Asset Management LLC | 8,980 | $2.90M | 0.40% | +587+7.0% | Added |
| Brooktree Capital Management | 8,914 | $2.88M | 2.37% | −427−4.6% | Reduced |
| Signet Investment Advisory Group, Inc. | 8,911 | $2.88M | 2.23% | −748−7.7% | Reduced |
| Argus Investors' Counsel, Inc. | 8,869 | $2.87M | 2.55% | −575−6.1% | Reduced |
| Harbor Investment Advisory, LLC | 8,861 | $2.87M | 0.47% | −397−4.3% | Reduced |
| Rothschild Investment Corp | 8,831 | $2.86M | 0.28% | −3,438−28.0% | Reduced |
| Quantinno Capital Management LP | 8,823 | $2.85M | 0.37% | +726+9.0% | Added |
| Jeppson Wealth Management, LLC | 8,777 | $2.84M | 1.29% | −50−0.6% | Reduced |
| FORA Capital, LLC | 8,755 | $2.83M | 0.54% | +8,755 | New |
| West Oak Capital, LLC | 8,729 | $2.82M | 1.53% | −1,680−16.1% | Reduced |
| Forum Financial Management, LP | 8,678 | $2.81M | 0.14% | −6−0.1% | Reduced |
| S&CO Inc | 8,660 | $2.80M | 0.25% | −80−0.9% | Reduced |
| Everett Harris & Co | 8,640 | $2.79M | 0.05% | −41−0.5% | Reduced |
| Coastline Trust Co | 8,630 | $2.79M | 0.45% | +1,300+17.7% | Added |
| FRG Family Wealth Advisors LLC | 8,623 | $2.79M | 0.69% | +30.0% | Added |
| Empowered Funds, LLC | 8,619 | $2.79M | 0.27% | −2,669−23.6% | Reduced |
| Texas Yale Capital Corp. | 8,602 | $2.78M | 0.18% | −380−4.2% | Reduced |
| Investment Management of Virginia LLC | 8,592 | $2.78M | 0.60% | +34+0.4% | Added |
| Compton Capital Management Inc | 8,575 | $2.77M | 1.86% | 00.0% | Unchanged |
| Brookfield Asset Management Inc. | 8,565 | $2.77M | 0.01% | −44,066−83.7% | Reduced |
| Handelsinvest Investeringsforvaltning | 8,564 | $2.77M | 0.43% | −1,000−10.5% | Reduced |
| Curbstone Financial Management Corp | 8,526 | $2.76M | 0.69% | −470−5.2% | Reduced |
| Chicago Partners Investment Group LLC | 7,535 | $2.75M | 0.20% | +71+1.0% | Added |
| Verition Fund Management LLC | 8,501 | $2.75M | 0.04% | +4,521+113.6% | Added |
| PKO Investment Management Joint-Stock Co | 8,500 | $2.75M | 0.47% | +500+6.3% | Added |
| Duff & Phelps Investment Management Co | 8,498 | $2.75M | 0.03% | 00.0% | Unchanged |
| Centre Asset Management, LLC | 8,496 | $2.75M | 0.76% | −464−5.2% | Reduced |
| Quadrant Capital Group LLC | 8,494 | $2.75M | 0.36% | +472+5.9% | Added |
| Jones Financial Companies LLLP | 8,484 | $2.74M | 0.01% | −742−8.0% | Reduced |