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
- 2,672
- +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
- 956 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 |
|---|---|---|---|---|---|
| 626 Financial, LLC | 2,476 | $905.8K | 0.63% | −150−5.7% | Reduced |
| Premier Asset Management LLC | 2,495 | $912.8K | 1.15% | +650+35.2% | Added |
| Ellevest, Inc. | 2,495 | $912.8K | 0.08% | +215+9.4% | Added |
| Wesleyan Assurance Society | 2,500 | $914.0K | 0.11% | 00.0% | Unchanged |
| West Michigan Advisors, LLC | 2,505 | $916.4K | 0.67% | −8−0.3% | Reduced |
| Greatmark Investment Partners, Inc. | 2,507 | $917.2K | 0.17% | 00.0% | Unchanged |
| Full Sail Capital, LLC | 2,523 | $923.0K | 0.09% | +1,806+251.9% | Added |
| Avantax Planning Partners, Inc. | 2,526 | $924.1K | 0.04% | −127−4.8% | Reduced |
| Robertson Stephens Wealth Management, LLC | 2,527 | $924.5K | 0.09% | −1,128−30.9% | Reduced |
| Trellis Advisors, LLC | 2,528 | $924.8K | 0.48% | +22+0.9% | Added |
| Prio Wealth Limited Partnership | 2,528 | $924.8K | 0.04% | −118−4.5% | Reduced |
| Buckhead Capital Management LLC | 2,531 | $925.9K | 0.22% | −415−14.1% | Reduced |
| Wallace Capital Management Inc. | 2,531 | $925.9K | 0.15% | +925+57.6% | Added |
| Cobblestone Capital Advisors LLC | 2,548 | $932.2K | 0.07% | −120−4.5% | Reduced |
| Puzo Michael J | 2,550 | $932.9K | 0.34% | 00.0% | Unchanged |
| 180 Wealth Advisors, LLC | 2,682 | $933.4K | 0.22% | +105+4.1% | Added |
| Peoples Bank | 2,552 | $933.6K | 0.60% | −120−4.5% | Reduced |
| Marino, Stram & Associates LLC | 2,553 | $933.8K | 0.29% | −56−2.1% | Reduced |
| FourThought Financial Partners, LLC | 2,553 | $934.0K | 0.14% | +2,553 | New |
| Sonora Investment Management Group, LLC | 2,554 | $934.5K | 0.09% | +171+7.2% | Added |
| Summit Financial, LLC | 2,564 | $938.0K | 0.09% | +228+9.8% | Added |
| JGP Global Gestao de Recursos Ltda. | 2,567 | $939.0K | 0.68% | −5−0.2% | Reduced |
| Retirement Planning Co of New England, Inc. | 2,567 | $939.2K | 0.62% | −28−1.1% | Reduced |
| CVA Family Office, LLC | 2,571 | $940.6K | 0.23% | +166+6.9% | Added |
| Green Harvest Asset Management LLC | 2,571 | $940.6K | 0.04% | +2,571 | New |
| Marcum Wealth, LLC | 2,572 | $940.9K | 0.12% | −1,572−37.9% | Reduced |
| Riverview Trust Co | 2,577 | $943.0K | 0.89% | +43+1.7% | Added |
| Asset Dedication, LLC | 2,565 | $944.0K | 0.10% | +629+32.5% | Added |
| Paragon Advisors, LLC | 2,583 | $944.0K | 0.42% | +2,583 | New |
| Lane & Associates LLC | 2,583 | $945.0K | 0.90% | +2,583 | New |
| Royal Capital Wealth Management, LLC | 2,589 | $947.0K | 1.01% | +420+19.4% | Added |
| Cross Staff Investments Inc | 2,600 | $951.2K | 1.00% | +500+23.8% | Added |
| NSI Retail Advisors, LLC | 2,607 | $954.0K | 0.23% | 00.0% | Unchanged |
| AdvisorShares Investments LLC | 2,613 | $955.9K | 0.27% | +2,613 | New |
| Cognios Beta Neutral Large Cap Fund, LP | 2,621 | $958.9K | 0.92% | +2,621 | New |
| IFG Advisory, LLC | 2,629 | $961.0K | 0.10% | −577−18.0% | Reduced |
| Cookson Peirce & Co Inc | 2,625 | $961.0K | 0.06% | +415+18.8% | Added |
| Bridge Creek Capital Management LLC | 2,630 | $962.2K | 0.38% | −1,160−30.6% | Reduced |
| Founders Financial Alliance, LLC | 2,636 | $964.5K | 0.44% | +251+10.5% | Added |
| Asio Capital, LLC | 2,641 | $966.2K | 0.28% | 00.0% | Unchanged |
| Diversified Portfolios, Inc. | 2,643 | $966.9K | 0.22% | 00.0% | Unchanged |
| Alta Wealth Advisors LLC | 2,648 | $968.7K | 0.65% | −27−1.0% | Reduced |
| Endurance Wealth Management, Inc. | 2,648 | $969.0K | 0.15% | +4+0.2% | Added |
| Burt Wealth Advisors | 2,651 | $969.8K | 0.32% | −33−1.2% | Reduced |
| Clear Investment Research, LLC | 2,651 | $970.0K | 1.88% | +24+0.9% | Added |
| Barden Capital Management, Inc. | 2,657 | $972.0K | 1.00% | +20+0.8% | Added |
| Monterey Private Wealth, Inc. | 2,660 | $973.1K | 0.53% | +3+0.1% | Added |
| Fortress Wealth Group, LLC | 2,665 | $975.1K | 0.68% | +328+14.0% | Added |
| Physicians Financial Services, Inc. | 2,668 | $976.0K | 0.44% | 00.0% | Unchanged |
| Alpha Omega Wealth Management LLC | 2,671 | $977.2K | 0.17% | −80−2.9% | Reduced |
| Bristlecone Advisors, LLC | 2,679 | $980.1K | 0.12% | −30−1.1% | Reduced |
| Naviter Wealth, LLC | 2,834 | $981.7K | 0.27% | +611+27.5% | Added |
| M&R Capital Management Inc | 2,685 | $982.4K | 0.27% | +406+17.8% | Added |
| Cape Cod Five Cents Savings Bank | 2,688 | $983.4K | 0.11% | −42−1.5% | Reduced |
| Olistico Wealth, LLC | 2,689 | $983.7K | 1.06% | +2,689 | New |
| Taurus Asset Management, LLC | 2,694 | $985.6K | 0.13% | −26−1.0% | Reduced |
| Marathon Capital Management | 2,696 | $986.3K | 0.27% | −41−1.5% | Reduced |
| E&G Advisors, LP | 2,700 | $987.8K | 0.37% | 00.0% | Unchanged |
| Crown Wealth Group, LLC | 2,702 | $988.5K | 0.93% | +894+49.4% | Added |
| SlateStone Wealth, LLC | 2,704 | $989.2K | 0.24% | +77+2.9% | Added |
| Lyell Wealth Management, LP | 2,717 | $994.0K | 0.16% | +14+0.5% | Added |
| Michael B. Yongue | 2,727 | $997.6K | 0.94% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 2,728 | $998.0K | 0.01% | −40−1.4% | Reduced |
| Thomas Story & Son LLC | 2,730 | $999.0K | 0.51% | 00.0% | Unchanged |
| Jupiter Wealth Management LLC | 2,734 | $1.00M | 0.97% | 00.0% | Unchanged |
| Moseley Investment Management Inc | 2,741 | $1.00M | 0.72% | −5−0.2% | Reduced |
| BBR Partners, LLC | 2,747 | $1.00M | 0.11% | +237+9.4% | Added |
| M Holdings Securities, Inc. | 2,745 | $1.00M | 0.11% | −21−0.8% | Reduced |
| Next Century Growth Investors LLC | 2,754 | $1.01M | 0.12% | +2,754 | New |
| Telemus Capital, LLC | 2,777 | $1.01M | 0.09% | +31+1.1% | Added |
| WESPAC Advisors, LLC | 2,759 | $1.01M | 1.75% | +100+3.8% | Added |
| Roundview Capital LLC | 2,764 | $1.01M | 0.12% | +163+6.3% | Added |
| BSW Wealth Partners | 2,770 | $1.01M | 0.22% | +67+2.5% | Added |
| Pinkerton Retirement Specialists, LLC | 2,771 | $1.01M | 0.22% | +230+9.1% | Added |
| Pacer Advisors, Inc. | 2,782 | $1.02M | 0.01% | −711−20.4% | Reduced |
| Childress Capital Advisors, LLC | 2,787 | $1.02M | 0.34% | +62+2.3% | Added |
| ICA Group Wealth Management, LLC | 2,788 | $1.02M | 0.24% | −1,185−29.8% | Reduced |
| Capital Advisors Inc | 2,793 | $1.02M | 0.03% | +66+2.4% | Added |
| Graves-Light Private Wealth Management, Inc. | 2,794 | $1.02M | 0.16% | −184−6.2% | Reduced |
| TCTC Holdings, LLC | 2,796 | $1.02M | 0.04% | 00.0% | Unchanged |
| Souders Financial Advisors | 2,800 | $1.02M | 0.23% | +531+23.4% | Added |
| Boston Common Asset Management, LLC | 2,825 | $1.03M | 0.05% | +66+2.4% | Added |
| Monument Capital Management | 2,842 | $1.04M | 0.36% | +239+9.2% | Added |
| Pavion Blue Capital, LLC | 2,843 | $1.04M | 0.66% | 00.0% | Unchanged |
| Motco | 2,852 | $1.04M | 0.08% | −274−8.8% | Reduced |
| HF Advisory Group, LLC | 2,854 | $1.04M | 1.06% | +2,854 | New |
| Sabadell Asset Management, S.A S.G.I.I.C | 2,903 | $1.05M | 0.22% | −297−9.3% | Reduced |
| D'Orazio & Associates, Inc. | 2,864 | $1.05M | 0.25% | +352+14.0% | Added |
| Teza Capital Management LLC | 2,867 | $1.05M | 0.20% | +2,867 | New |
| GraniteShares Advisors LLC | 2,875 | $1.05M | 0.87% | −468−14.0% | Reduced |
| Papp L Roy & Associates | 2,876 | $1.05M | 0.15% | 00.0% | Unchanged |
| Crescent Grove Advisors, LLC | 2,879 | $1.05M | 0.11% | +29+1.0% | Added |
| SFMG, LLC | 2,885 | $1.06M | 0.12% | +188+7.0% | Added |
| West Branch Capital LLC | 2,890 | $1.06M | 0.65% | +10.0% | Added |
| HHM Wealth Advisors, LLC | 2,892 | $1.06M | 0.24% | 00.0% | Unchanged |
| Range Financial Group LLC | 2,897 | $1.06M | 0.72% | +17+0.6% | Added |
| Northwest Quadrant Wealth Management, LLC | 2,897 | $1.06M | 0.32% | +5+0.2% | Added |
| Pegasus Asset Management, Inc. | 2,901 | $1.06M | 0.57% | −95−3.2% | Reduced |
| Kovack Advisors, Inc. | 2,915 | $1.07M | 0.16% | −30−1.0% | Reduced |
| Garrison Asset Management, LLC | 2,919 | $1.07M | 0.69% | −18−0.6% | Reduced |