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, 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.
| 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, Q4 2022
Shares, value and share of portfolio for each institution holding Eli Lilly & Co; share changes are against Q3 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| ARS Wealth Advisors Group, LLC | 1,833 | $670.5K | 0.11% | −5,401−74.7% | Reduced |
| Affiance Financial, LLC | 1,835 | $671.3K | 0.27% | 00.0% | Unchanged |
| Theory Financial LLC | 1,836 | $671.7K | 0.44% | +1,836 | New |
| Dover Advisors, LLC | 1,837 | $672.0K | 0.72% | +1,837 | New |
| Bridgeworth, LLC | 1,838 | $672.4K | 0.11% | +3+0.2% | Added |
| Cahaba Wealth Management, Inc. | 1,842 | $673.7K | 0.08% | −6−0.3% | Reduced |
| Stone Point Wealth LLC | 1,844 | $674.6K | 0.33% | 00.0% | Unchanged |
| Sunflower Bank, N.A. | 1,849 | $676.0K | 0.15% | −157−7.8% | Reduced |
| Sandy Cove Advisors, LLC | 1,851 | $677.2K | 0.55% | +186+11.2% | Added |
| Essex LLC | 1,852 | $677.4K | 0.20% | −674−26.7% | Reduced |
| Oarsman Capital, Inc. | 1,855 | $678.7K | 0.35% | +20+1.1% | Added |
| Heron Financial Group, LLC | 1,894 | $679.8K | 0.45% | 00.0% | Unchanged |
| Platform Technology Partners | 1,860 | $680.5K | 0.35% | +29+1.6% | Added |
| Manchester Capital Management LLC | 1,864 | $681.9K | 0.10% | 00.0% | Unchanged |
| RSM US Wealth Management LLC | 1,878 | $683.5K | 0.03% | +684+57.3% | Added |
| Keel Point, LLC | 1,871 | $684.6K | 0.11% | +172+10.1% | Added |
| Camden National Bank | 1,875 | $686.0K | 0.14% | −44−2.3% | Reduced |
| Wealth Enhancement & Preservation of GA, LLC | 1,876 | $686.2K | 1.12% | +359+23.7% | Added |
| Trustmark National Bank Trust Department | 1,876 | $686.3K | 0.06% | −26−1.4% | Reduced |
| Pointe Capital Management LLC | 1,879 | $687.0K | 0.53% | −125−6.2% | Reduced |
| Aire Advisors, LLC | 1,886 | $690.1K | 0.21% | −80−4.1% | Reduced |
| Barings LLC | 1,889 | $691.1K | 0.02% | −474−20.1% | Reduced |
| YHB Investment Advisors, Inc. | 1,889 | $691.2K | 0.07% | −44−2.3% | Reduced |
| Enterprise Financial Services Corp | 1,890 | $691.4K | 0.48% | +43+2.3% | Added |
| Warren Averett Asset Management, LLC | 1,896 | $693.8K | 0.04% | +205+12.1% | Added |
| David Loasby | 1,928 | $694.8K | 0.09% | +554+40.3% | Added |
| Maven Securities LTD | 1,902 | $695.8K | 0.14% | +611+47.3% | Added |
| Good Life Advisors, LLC | 1,906 | $697.3K | 0.10% | −10−0.5% | Reduced |
| Tiemann Investment Advisors, LLC | 1,907 | $697.7K | 0.41% | +125+7.0% | Added |
| New Jersey Better Educational Savings Trust | 1,908 | $698.0K | 2.06% | 00.0% | Unchanged |
| Cim Investment Mangement Inc | 1,909 | $698.4K | 0.27% | −48−2.5% | Reduced |
| Avestar Capital, LLC | 1,914 | $700.3K | 0.15% | +195+11.3% | Added |
| Eagle Ridge Investment Management | 1,915 | $700.6K | 0.08% | 00.0% | Unchanged |
| Eudaimonia Advisors LLC | 1,915 | $700.6K | 0.48% | +368+23.8% | Added |
| BTC Capital Management, Inc. | 1,921 | $702.8K | 0.08% | +201+11.7% | Added |
| Cabot Wealth Management Inc | 1,925 | $704.0K | 0.12% | −940−32.8% | Reduced |
| L2 Asset Management, LLC | 1,928 | $705.3K | 0.46% | +341+21.5% | Added |
| Webster Bank, N. A. | 1,930 | $706.0K | 0.10% | 00.0% | Unchanged |
| Pettyjohn, Wood & White, Inc | 1,929 | $706.0K | 0.18% | 00.0% | Unchanged |
| American Trust | 1,933 | $707.2K | 0.07% | +20+1.0% | Added |
| Neville Rodie & Shaw Inc | 1,940 | $710.0K | 0.07% | +665+52.2% | Added |
| Congress Park Capital LLC | 1,941 | $710.1K | 0.45% | +1,941 | New |
| Gleason Group, Inc. | 1,942 | $710.4K | 0.22% | +6+0.3% | Added |
| LVW Advisors, LLC | 1,946 | $711.9K | 0.15% | +19+1.0% | Added |
| Lakeview Capital Partners, LLC | 2,099 | $714.7K | 0.23% | +189+9.9% | Added |
| Spears Abacus Advisors LLC | 1,957 | $715.9K | 0.07% | +62+3.3% | Added |
| Stonebridge Capital Advisors LLC | 1,966 | $719.4K | 0.09% | −6−0.3% | Reduced |
| Atticus Wealth Management, LLC | 1,970 | $720.8K | 0.30% | −21−1.1% | Reduced |
| Calton & Associates, Inc. | 1,972 | $721.5K | 0.28% | +209+11.9% | Added |
| Neo Ivy Capital Management | 1,974 | $722.0K | 0.49% | +1,974 | New |
| Strategic Investment Advisors | 1,984 | $725.9K | 0.15% | −3,554−64.2% | Reduced |
| Visionary Wealth Advisors | 1,993 | $729.0K | 0.07% | −6−0.3% | Reduced |
| Journey Strategic Wealth LLC | 1,999 | $731.4K | 0.09% | −53−2.6% | Reduced |
| Drexel Morgan & Co. | 2,000 | $731.7K | 0.15% | 00.0% | Unchanged |
| Cannell Peter B & Co Inc | 2,000 | $731.7K | 0.03% | +30+1.5% | Added |
| Heritage Investment Group, Inc. | 2,000 | $732.0K | 0.23% | 00.0% | Unchanged |
| Harbor Capital Advisors, Inc. | 2,010 | $735.3K | 0.73% | −43−2.1% | Reduced |
| Phoenix Holdings Ltd. | 2,008 | $737.1K | 0.01% | +93+4.9% | Added |
| HighMark Wealth Management LLC | 2,020 | $738.9K | 0.56% | +2+0.1% | Added |
| Abacus Planning Group, Inc. | 2,023 | $740.1K | 0.20% | +221+12.3% | Added |
| Engineers Gate Manager LP | 2,030 | $742.7K | 0.04% | +2,030 | New |
| Cito Capital Group, LLC | 2,030 | $743.0K | 0.41% | +1,030+103.0% | Added |
| Exos TFP Holdings LLC | 2,031 | $743.0K | 0.21% | −2,457−54.7% | Reduced |
| Facet Wealth, Inc. | 2,154 | $743.5K | 0.05% | +3+0.1% | Added |
| Brown, Lisle/Cummings, Inc. | 2,033 | $743.8K | 0.40% | +200+10.9% | Added |
| Bill Few Associates, Inc. | 2,034 | $744.1K | 0.44% | 00.0% | Unchanged |
| LifePro Asset Management | 2,041 | $746.7K | 0.55% | −218−9.7% | Reduced |
| MPS Loria Financial Planners, LLC | 2,044 | $747.9K | 0.33% | +41+2.0% | Added |
| Edgemoor Investment Advisors, Inc. | 2,046 | $748.6K | 0.09% | +550+36.8% | Added |
| Sather Financial Group Inc | 2,061 | $754.0K | 0.06% | −241−10.5% | Reduced |
| Greenwich Wealth Management LLC | 2,061 | $754.0K | 0.08% | −13−0.6% | Reduced |
| Navalign, LLC | 2,067 | $756.2K | 0.31% | 00.0% | Unchanged |
| Unionview, LLC | 2,070 | $757.4K | 0.76% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 2,072 | $758.1K | 0.07% | −2−0.1% | Reduced |
| Wealthspan Partners, LLC | 2,079 | $760.5K | 0.69% | +5+0.2% | Added |
| SRS Capital Advisors, Inc. | 2,079 | $760.7K | 0.11% | +119+6.1% | Added |
| Rational Advisors LLC | 2,085 | $762.8K | 0.06% | −446−17.6% | Reduced |
| Concord Wealth Partners | 2,087 | $763.6K | 0.23% | −857−29.1% | Reduced |
| Fort Sheridan Advisors LLC | 2,090 | $764.6K | 0.25% | −7−0.3% | Reduced |
| Buckingham Strategic Partners | 2,090 | $764.9K | 0.06% | −1,286−38.1% | Reduced |
| Next Capital Management LLC | 2,095 | $766.0K | 0.41% | +14+0.7% | Added |
| Procyon Private Wealth Partners, LLC | 2,094 | $766.1K | 0.14% | +760+57.0% | Added |
| Heritage Trust Co | 2,099 | $767.9K | 0.13% | +498+31.1% | Added |
| Alta Advisers Ltd | 2,100 | $768.0K | 0.46% | 00.0% | Unchanged |
| Hollencrest Capital Management | 2,100 | $768.2K | 0.09% | +1,056+101.1% | Added |
| Alan B. Lancz & Associates, Inc. | 2,125 | $768.4K | 0.78% | 00.0% | Unchanged |
| Personal Cfo Solutions, LLC | 2,104 | $769.7K | 0.16% | −172−7.6% | Reduced |
| Girard Partners Ltd. | 2,106 | $770.5K | 0.09% | +599+39.7% | Added |
| Brady Family Wealth, LLC | 2,107 | $770.6K | 0.32% | +2,107 | New |
| Bragg Financial Advisors, Inc | 2,109 | $771.6K | 0.05% | +151+7.7% | Added |
| WoodTrust Financial Corp | 2,112 | $772.0K | 0.16% | −200−8.7% | Reduced |
| Scott & Selber, Inc. | 2,114 | $773.0K | 0.35% | +29+1.4% | Added |
| Sage Rhino Capital LLC | 2,114 | $773.4K | 0.25% | −19−0.9% | Reduced |
| Intellectus Partners, LLC | 2,120 | $775.6K | 0.27% | −21−1.0% | Reduced |
| Capital Insight Partners, LLC | 2,121 | $775.9K | 0.20% | −140−6.2% | Reduced |
| Vivaldi Capital Management, LLC | 2,221 | $777.0K | 0.19% | +125+6.0% | Added |
| Hedeker Wealth, LLC | 2,124 | $777.0K | 0.29% | 00.0% | Unchanged |
| Leisure Capital Management | 2,128 | $778.6K | 0.40% | 00.0% | Unchanged |
| BerganKDV Wealth Management, LLC | 2,129 | $778.8K | 0.08% | −46−2.1% | Reduced |
| Sargent Investment Group, LLC | 2,129 | $778.9K | 0.24% | +25+1.2% | Added |