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 |
|---|---|---|---|---|---|
| First Western Trust Bank | 2,130 | $779.2K | 0.04% | −141−6.2% | Reduced |
| Financial Architects, Inc | 2,133 | $780.2K | 0.13% | −29−1.3% | Reduced |
| Solstein Capital, LLC | 2,135 | $781.1K | 0.65% | +691+47.9% | Added |
| Compass Financial Advisors LLC | 2,136 | $781.4K | 1.05% | −44−2.0% | Reduced |
| First National Bank of South Miami | 2,135 | $782.0K | 0.58% | 00.0% | Unchanged |
| Rice Hall James & Associates, LLC | 2,140 | $782.9K | 0.04% | 00.0% | Unchanged |
| Eudaimonia Partners, LLC | 2,141 | $783.3K | 0.19% | +57+2.7% | Added |
| Patriot Investment Management Inc. | 2,292 | $784.2K | 0.07% | −129−5.3% | Reduced |
| Canton Hathaway, LLC | 2,145 | $785.0K | 0.27% | 00.0% | Unchanged |
| Aveo Capital Partners, LLC | 2,149 | $786.2K | 0.12% | +61+2.9% | Added |
| American Investment Services, Inc. | 2,150 | $786.6K | 0.16% | 00.0% | Unchanged |
| NFP Retirement, Inc. | 2,151 | $786.8K | 0.17% | −21−1.0% | Reduced |
| Magnolia Capital Advisors LLC | 2,152 | $787.0K | 0.52% | −10.0% | Reduced |
| Fuller & Thaler Asset Management, Inc. | 2,155 | $788.0K | 0.01% | −1,275−37.2% | Reduced |
| MV Capital Management, Inc. | 2,157 | $789.1K | 0.12% | +12+0.6% | Added |
| Forza Wealth Management, LLC | 2,159 | $789.8K | 0.52% | +2,159 | New |
| Corundum Group, Inc. | 2,174 | $795.0K | 0.45% | +49+2.3% | Added |
| Private Portfolio Partners LLC | 2,176 | $796.1K | 0.21% | −174−7.4% | Reduced |
| MONECO Advisors, LLC | 2,179 | $797.2K | 0.29% | +16+0.7% | Added |
| Gerber Kawasaki Wealth & Investment Management | 2,189 | $800.8K | 0.07% | −60−2.7% | Reduced |
| Marco Investment Management LLC | 2,191 | $801.6K | 0.09% | −350−13.8% | Reduced |
| Tempus Wealth Planning, LLC | 2,192 | $801.9K | 0.49% | 00.0% | Unchanged |
| Trustco Bank Corp N Y | 2,193 | $802.3K | 0.89% | −17−0.8% | Reduced |
| Merrion Investment Management Co, LLC | 2,200 | $804.8K | 0.75% | −500−18.5% | Reduced |
| Greenspring Advisors, LLC | 2,200 | $804.8K | 0.21% | 00.0% | Unchanged |
| Deroy & Devereaux Private Investment Counsel Inc | 2,203 | $806.0K | 0.06% | −70−3.1% | Reduced |
| DMG Group, LLC | 2,207 | $806.0K | 0.91% | −80−3.5% | Reduced |
| Kistler-Tiffany Companies, LLC | 2,209 | $808.1K | 0.17% | −522−19.1% | Reduced |
| Accurate Wealth Management, LLC | 2,291 | $808.2K | 0.30% | −459−16.7% | Reduced |
| Camden Capital, LLC | 2,215 | $810.4K | 0.13% | −1,127−33.7% | Reduced |
| RB Capital Management, LLC | 2,216 | $810.6K | 0.30% | +141+6.8% | Added |
| Hixon Zuercher, LLC | 2,224 | $813.6K | 0.50% | 00.0% | Unchanged |
| Shulman DeMeo Asset Management LLC | 2,226 | $814.4K | 0.27% | +2+0.1% | Added |
| Fort Point Capital Partners LLC | 2,231 | $816.2K | 0.14% | −27−1.2% | Reduced |
| Parkside Financial Bank & Trust | 2,232 | $816.7K | 0.24% | +75+3.5% | Added |
| Fortitude Advisory Group L.L.C. | 2,238 | $818.9K | 0.71% | +127+6.0% | Added |
| Arrow Financial Corp | 2,240 | $820.0K | 0.11% | −35−1.5% | Reduced |
| Fruth Investment Management | 2,250 | $823.0K | 0.24% | 00.0% | Unchanged |
| Old Second National Bank of Aurora | 2,251 | $823.5K | 0.24% | −446−16.5% | Reduced |
| Baker Avenue Asset Management, LP | 2,252 | $824.0K | 0.05% | −124−5.2% | Reduced |
| NCM Capital Management, LLC | 2,252 | $824.0K | 0.54% | 00.0% | Unchanged |
| Measured Wealth Private Client Group, LLC | 2,254 | $824.6K | 0.34% | +242+12.0% | Added |
| LGL Partners, LLC | 2,257 | $825.7K | 0.15% | 00.0% | Unchanged |
| Annex Advisory Services, LLC | 2,258 | $826.3K | 0.05% | −665−22.8% | Reduced |
| Westover Capital Advisors, LLC | 2,259 | $826.4K | 0.33% | −47−2.0% | Reduced |
| Westhampton Capital, LLC | 2,259 | $826.4K | 0.56% | −10−0.4% | Reduced |
| Baxter Bros Inc | 2,260 | $827.0K | 0.14% | −25−1.1% | Reduced |
| Sunbelt Securities, Inc. | 2,263 | $827.8K | 0.16% | −135−5.6% | Reduced |
| Security Financial Services, INC. | 2,263 | $827.9K | 0.26% | +67+3.1% | Added |
| Sigma Investment Counselors Inc | 2,264 | $828.3K | 0.07% | +149+7.0% | Added |
| Virtus ETF Advisers LLC | 2,265 | $828.6K | 0.43% | +187+9.0% | Added |
| Arkadios Wealth Advisors | 2,265 | $828.7K | 0.11% | −123−5.2% | Reduced |
| Geller Advisors LLC | 2,276 | $832.7K | 0.14% | −348−13.3% | Reduced |
| Regent Peak Wealth Advisors LLC | 2,280 | $834.1K | 0.27% | −447−16.4% | Reduced |
| TownSquare Capital, LLC | 2,288 | $837.2K | 0.02% | +1,530+201.8% | Added |
| Univest Financial Corp | 2,290 | $837.8K | 0.26% | 00.0% | Unchanged |
| Mill Creek Capital Advisors, LLC | 2,303 | $842.5K | 0.03% | +2,303 | New |
| IFP Advisors, Inc | 14,699 | $843.0K | 0.03% | +91+0.6% | Added |
| Cavalier Investments, LLC | 2,305 | $843.3K | 0.30% | −140−5.7% | Reduced |
| Insigneo Advisory Services, LLC | 2,306 | $844.0K | 0.32% | +2,306 | New |
| Sheets Smith Wealth Management | 2,307 | $844.0K | 0.13% | −120−4.9% | Reduced |
| Mendel Money Management | 2,310 | $845.1K | 0.48% | −40−1.7% | Reduced |
| Morris Financial Concepts, Inc. | 2,310 | $845.1K | 0.68% | +111+5.0% | Added |
| Lebenthal Global Advisors, LLC | 2,318 | $848.0K | 0.28% | +2,318 | New |
| Financial Engines Advisors L.L.C. | 2,319 | $848.5K | 0.00% | +131+6.0% | Added |
| Atlas Brown,Inc. | 2,320 | $848.7K | 0.42% | −275−10.6% | Reduced |
| Benjamin Edwards Inc | 2,321 | $849.0K | 0.22% | −1,515−39.5% | Reduced |
| Waterfront Wealth Inc. | 2,504 | $855.2K | 0.29% | −1,067−29.9% | Reduced |
| Fort Washington Investment Advisors Inc | 2,341 | $856.0K | 0.01% | −6,099−72.3% | Reduced |
| Stewart & Patten Co LLC | 2,340 | $856.1K | 0.15% | −100−4.1% | Reduced |
| Washburn Capital Management, Inc. | 2,348 | $859.0K | 0.78% | +265+12.7% | Added |
| Liberty Capital Management, Inc. | 2,350 | $859.7K | 0.30% | 00.0% | Unchanged |
| SP Asset Management LLC | 2,358 | $862.7K | 0.12% | +2,358 | New |
| MQS Management LLC | 2,361 | $863.7K | 0.59% | +2,361 | New |
| Borer Denton & Associates, Inc. | 2,365 | $865.2K | 0.38% | +800+51.1% | Added |
| Hamilton Point Investment Advisors, LLC | 2,370 | $867.0K | 0.24% | +8+0.3% | Added |
| Moreno Evelyn V | 2,381 | $871.1K | 0.20% | +1,050+78.9% | Added |
| Veracity Capital LLC | 2,385 | $872.5K | 0.42% | +19+0.8% | Added |
| J. W. Coons Advisors, LLC | 2,387 | $873.3K | 0.26% | +21+0.9% | Added |
| Pallas Capital Advisors LLC | 2,524 | $873.4K | 0.09% | −383−13.2% | Reduced |
| National Wealth Management Group, LLC | 2,390 | $874.3K | 1.05% | +2,390 | New |
| Stockman Wealth Management, Inc. | 2,397 | $876.9K | 0.20% | +210+9.6% | Added |
| Perpetual Investment Management Ltd | 2,400 | $878.0K | 0.10% | −400−14.3% | Reduced |
| Miramar Capital, LLC | 2,402 | $878.7K | 0.23% | 00.0% | Unchanged |
| Berger Financial Group, Inc | 2,404 | $879.6K | 0.12% | +371+18.2% | Added |
| Eads & Heald Wealth Management | 2,409 | $881.0K | 0.45% | −180−7.0% | Reduced |
| Monograph Wealth Advisors, LLC | 2,420 | $885.0K | 0.23% | +2,420 | New |
| MCF Advisors LLC | 2,425 | $887.0K | 0.09% | 00.0% | Unchanged |
| OneAscent Financial Services LLC | 2,426 | $888.0K | 0.38% | +665+37.8% | Added |
| Clare Market Investments LLC | 2,434 | $890.5K | 0.42% | −1,185−32.7% | Reduced |
| Breakwater Capital Group | 2,438 | $891.9K | 0.47% | +2,438 | New |
| Close Asset Management Ltd | 2,438 | $892.0K | 0.05% | +4+0.2% | Added |
| Golden Green, Inc. | 2,440 | $892.6K | 0.92% | +1,779+269.1% | Added |
| Quadrant Private Wealth Management, LLC | 2,441 | $893.1K | 0.30% | +2,441 | New |
| Townsend Asset Management Corp | 2,453 | $897.4K | 0.45% | −115−4.5% | Reduced |
| Armor Investment Advisors, LLC | 2,455 | $898.1K | 0.55% | +76+3.2% | Added |
| Amica Retiree Medical Trust | 2,460 | $900.0K | 1.16% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 2,461 | $900.0K | 0.18% | +389+18.8% | Added |
| Summit Trail Advisors, LLC | 2,470 | $903.6K | 0.04% | +196+8.6% | Added |
| XTX Topco Ltd | 2,471 | $904.0K | 0.19% | +2,471 | New |