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Livermore
ZHEN

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, Q4 2022

Institutional positions in Eli Lilly & Co as of Dec 31, 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
2,673
+235 vs. Q3 2022
Shares held
790.2M
+2.52M (+0.3%) vs. Q3 2022
Total value
$288.4B
+$33.6B (+13.2%) vs. Q3 2022
New holders
326
957 more added
Sold out
91
1,007 more reduced

52 institutions that held it in Q3 2022 haven't filed for Q4 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q3 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.

Institutional holdersQ4 2022: 2,673 institutions
Q1 2021: 1,952 institutionsQ2 2021: 2,027 institutionsQ3 2021: 2,056 institutionsQ4 2021: 2,308 institutionsQ1 2022: 2,350 institutionsQ2 2022: 2,451 institutionsQ3 2022: 2,490 institutionsQ4 2022: 2,673 institutionsQ1 2023: 2,620 institutionsQ2 2023: 2,819 institutionsQ3 2023: 2,979 institutionsQ4 2023: 3,277 institutionsQ1 2024: 3,466 institutionsQ2 2024: 3,572 institutionsQ3 2024: 3,667 institutionsQ4 2024: 3,914 institutionsQ1 2025: 3,929 institutionsQ2 2025: 3,915 institutionsQ3 2025: 3,905 institutionsQ4 2025: 4,453 institutionsQ1 2026: 4,392 institutionsQ2 2026: 4,643 institutions
Value heldQ4 2022: $288.4B
Q1 2021: $148.0BQ2 2021: $182.0BQ3 2021: $183.1BQ4 2021: $218.0BQ1 2022: $225.8BQ2 2022: $255.6BQ3 2022: $256.1BQ4 2022: $288.4BQ1 2023: $269.7BQ2 2023: $366.7BQ3 2023: $421.9BQ4 2023: $457.2BQ1 2024: $607.2BQ2 2024: $707.0BQ3 2024: $687.4BQ4 2024: $602.9BQ1 2025: $688.4BQ2 2025: $610.1BQ3 2025: $583.5BQ4 2025: $843.2BQ1 2026: $712.9BQ2 2026: $942.7B
Institutions holding LLY and their total value by quarter
QuarterHoldersValue
Q2 20264,643$942.7B
Q1 20264,392$712.9B
Q4 20254,453$843.2B
Q3 20253,905$583.5B
Q2 20253,915$610.1B
Q1 20253,929$688.4B
Q4 20243,914$602.9B
Q3 20243,667$687.4B
Q2 20243,572$707.0B
Q1 20243,466$607.2B
Q4 20233,277$457.2B
Q3 20232,979$421.9B
Q2 20232,819$366.7B
Q1 20232,620$269.7B
Q4 20222,673$288.4B
Q3 20222,490$256.1B
Q2 20222,451$255.6B
Q1 20222,350$225.8B
Q4 20212,308$218.0B
Q3 20212,056$183.1B
Q2 20212,027$182.0B
Q1 20211,952$148.0B

Institutions, Q4 2022

Shares, value and share of portfolio for each institution holding Eli Lilly & Co; share changes are against Q3 2022.

Institutions holding LLY in Q4 2022
InstitutionSharesValue% of portfolioChange in sharesAction
Tfo-TDC, LLC22$7090.00%+22New
PEAK6 Investments LLC3$1.00K0.00%−1−25.0%Reduced
AllSquare Wealth Management LLC4$1.46K0.00%00.0%Unchanged
Longfellow Investment Management Co LLC5$1.83K0.00%−8−61.5%Reduced
TD Capital Management LLC5$1.83K0.00%+5New
Sanctuary Wealth Management, L.L.C.5$1.83K0.00%+5New
Davidson Capital Management Inc.6$2.19K0.00%+6New
Piershale Financial Group, Inc.7$2.56K0.00%+7New
Coppell Advisory Solutions LLC7$2.56K0.00%+7New
Coppell Advisory Solutions Corp.7$2.56K0.00%+7New
Kozak & Associates, Inc.7$3.00K0.00%00.0%Unchanged
WestEnd Advisors, LLC9$3.29K0.00%−1−10.0%Reduced
FWL Investment Management, LLC9$3.29K0.00%+9New
Caas Capital Management LP12$4.39K0.00%+12New
Highline Wealth Partners LLC15$5.49K0.00%00.0%Unchanged
JDM Financial Group LLC15$5.49K0.01%+15New
TFC Financial Management15$5.50K0.00%−7−31.8%Reduced
Financial Connections Group, Inc.17$6.00K0.00%00.0%Unchanged
Core Wealth Advisors, Inc.17$6.22K0.00%+17New
DecisionPoint Financial, LLC17$6.22K0.00%+17New
Johnson Midwest Financial, LLC20$7.00K0.03%00.0%Unchanged
Pacifica Partners Inc.21$7.67K0.01%00.0%Unchanged
Sofos Investments, Inc.366$8.21K0.09%−1,249−77.3%Reduced
Morgan Dempsey Capital Management LLC23$8.41K0.00%00.0%Unchanged
My Personal CFO, LLC24$8.78K0.01%+24New
Pin Oak Investment Advisors Inc25$9.00K0.01%00.0%Unchanged
Stephens Consulting, LLC28$10.2K0.01%−75−72.8%Reduced
Tucker Asset Management LLC29$10.6K0.00%00.0%Unchanged
St. Johns Investment Management Company, LLC30$11.0K0.01%00.0%Unchanged
Bogart Wealth, LLC30$11.0K0.00%+15+100.0%Added
Morton Brown Family Wealth, LLC33$12.1K0.01%00.0%Unchanged
Blume Capital Management, Inc.34$12.4K0.00%00.0%Unchanged
Adirondack Retirement Specialists, Inc.35$12.8K0.01%00.0%Unchanged
ClariVest Asset Management LLC37$14.0K0.00%00.0%Unchanged
True Wealth Design, LLC39$14.3K0.01%+39New
Raleigh Capital Management Inc.39$14.4K0.01%+12+44.4%Added
Glass Jacobson Investment Advisors llc40$14.6K0.01%+40New
Paragon Wealth Strategies, LLC40$14.8K0.02%+18+81.8%Added
Toth Financial Advisory Corp45$16.5K0.00%00.0%Unchanged
Strengthening Families & Communities, LLC48$18.0K0.01%−10−17.2%Reduced
Western Pacific Wealth Management, LP50$18.3K0.02%00.0%Unchanged
Belmont Capital, LLC52$19.0K0.02%00.0%Unchanged
Hoese & Co LLP50$19.0K0.02%00.0%Unchanged
Penserra Capital Management LLC52$19.0K0.00%+52New
KB Financial Partners, LLC56$20.0K0.01%00.0%Unchanged
McElhenny Sheffield Capital Management, LLC56$20.5K0.01%+56New
Mitsubishi UFJ Morgan Stanley Securities Co., Ltd.60$22.0K0.19%−70−53.8%Reduced
Islay Capital Management, LLC62$22.7K0.03%+22+55.0%Added
Win Advisors, Inc62$22.7K0.01%+62New
JCIC Asset Management Inc.65$24.0K0.01%00.0%Unchanged
Carolina Wealth Advisors, LLC68$25.0K0.02%00.0%Unchanged
Y.D. More Investments Ltd70$25.7K0.01%+70New
Bellwether Advisors, LLC75$27.4K0.01%−73−49.3%Reduced
Clear Perspectives Financial Planning, LLC80$29.3K0.02%00.0%Unchanged
Winch Advisory Services, LLC82$30.0K0.01%00.0%Unchanged
Delos Wealth Advisors, LLC91$33.3K0.05%00.0%Unchanged
RWM Asset Management, LLC91$33.3K0.01%+45+97.8%Added
BOK Financial Private Wealth, Inc.95$34.8K0.00%00.0%Unchanged
New England Capital Financial Advisors LLC100$34.8K0.02%+100New
Coastal Capital Group, Inc.109$35.2K0.01%00.0%Unchanged
Cypress Capital Management LLC (WY)100$36.6K0.05%00.0%Unchanged
Freedom Wealth Alliance, LLC100$36.6K0.05%+100New
Tanglewood Legacy Advisors, LLC100$36.6K0.03%+100New
Raffa Wealth Management, LLC101$37.0K0.02%+7+7.4%Added
Stephenson National Bank & Trust100$37.0K0.02%00.0%Unchanged
Miller Wealth Advisors, LLC100$37.0K0.03%00.0%Unchanged
First Community Trust NA105$38.0K0.04%00.0%Unchanged
New Millennium Group LLC106$38.8K0.04%00.0%Unchanged
Hanseatic Management Services Inc107$39.0K0.10%+107New
Riggs Asset Managment Co. Inc.119$43.5K0.02%+100+526.3%Added
Loomis Sayles & Co L P120$44.0K0.00%+33+37.9%Added
Financial Perspectives, Inc124$45.4K0.02%00.0%Unchanged
Bromfield Sneider Wealth Advisors125$45.7K0.04%00.0%Unchanged
Knuff & Co LLC126$46.1K0.02%00.0%Unchanged
Grey Fox Wealth Advisors, LLC129$47.2K0.03%+129New
Interactive Financial Advisors130$47.6K0.03%00.0%Unchanged
MB, Levis & Associates, LLC130$47.6K0.04%+130New
VitalStone Financial, LLC128$48.0K0.03%+128New
Red Tortoise LLC136$49.8K0.03%+136New
Align Wealth Management, LLC154$49.8K0.04%+154New
WR Wealth Planners, LLC141$51.6K0.03%00.0%Unchanged
Cranbrook Wealth Management, LLC149$54.5K0.01%00.0%Unchanged
Kempen Capital Management N.V.150$54.9K0.00%−48−24.2%Reduced
GoalVest Advisory LLC150$54.9K0.04%00.0%Unchanged
Credential Qtrade Securities Inc.152$55.6K0.00%−53−25.9%Reduced
Oliver Lagore Vanvalin Investment Group153$56.0K0.03%−2−1.3%Reduced
TD Ameritrade Investment Management, LLC159$58.0K0.00%−210−56.9%Reduced
Sageworth Trust Co159$58.0K0.00%−3−1.9%Reduced
Abound Wealth Management159$58.3K0.03%+37+30.3%Added
Schubert & Co160$58.5K0.05%+16+11.1%Added
Disciplina Capital Management LLC164$60.0K0.02%00.0%Unchanged
Itau Unibanco Holding S.A.166$60.7K0.00%−43−20.6%Reduced
Clearview Wealth Advisors LLC168$61.5K0.05%+6+3.7%Added
Kraematon Investment Advisors, Inc168$61.5K0.07%+168New
Tradewinds Capital Management, LLC170$62.2K0.03%+45+36.0%Added
Moisand Fitzgerald Tamayo, LLC175$64.0K0.01%+69+65.1%Added
Wolff Wiese Magana LLC181$66.2K0.06%−350−65.9%Reduced
Accel Wealth Management187$68.4K0.03%+57+43.8%Added
Ulland Investment Advisors, LLC200$73.0K0.09%00.0%Unchanged
Sycomore Asset Management199$73.0K0.02%00.0%Unchanged