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 |
|---|---|---|---|---|---|
| Redwood Investment Management, LLC | 2,929 | $1.07M | 0.14% | −569−16.3% | Reduced |
| Pictet & Cie (Europe) SA | 2,938 | $1.07M | 0.05% | −895−23.3% | Reduced |
| Q3 Asset Management | 2,957 | $1.08M | 0.73% | +2,957 | New |
| Krilogy Financial LLC | 2,964 | $1.08M | 0.10% | +629+26.9% | Added |
| Kingfisher Capital LLC | 2,967 | $1.09M | 0.29% | −14−0.5% | Reduced |
| Fortem Financial Group, LLC | 2,977 | $1.09M | 0.64% | −30−1.0% | Reduced |
| TCG Advisory Services, LLC | 2,979 | $1.09M | 0.43% | +352+13.4% | Added |
| Investment Research & Advisory Group, Inc. | 2,989 | $1.09M | 0.73% | 00.0% | Unchanged |
| Peterson Wealth Management | 2,992 | $1.09M | 1.12% | −1,327−30.7% | Reduced |
| Accredited Investors Inc. | 2,994 | $1.10M | 0.09% | −27−0.9% | Reduced |
| IVC Wealth Advisors LLC | 2,995 | $1.10M | 0.81% | −5−0.2% | Reduced |
| Everhart Financial Group, Inc. | 2,998 | $1.10M | 0.55% | +259+9.5% | Added |
| CSS LLC | 3,000 | $1.10M | 0.07% | −100−3.2% | Reduced |
| Options Solutions, LLC | 3,000 | $1.10M | 1.56% | 00.0% | Unchanged |
| Mattern Wealth Management LLC | 3,000 | $1.10M | 0.44% | 00.0% | Unchanged |
| Paradigm Asset Management Co LLC | 3,000 | $1.10M | 0.31% | +3,000 | New |
| Ascendant Capital Management, LLC | 3,000 | $1.10M | 3.35% | +3,000 | New |
| Allegheny Financial Group LTD | 3,000 | $1.10M | 0.46% | +10.0% | Added |
| Redmont Wealth Advisors LLC | 3,001 | $1.10M | 1.29% | 00.0% | Unchanged |
| Wealth Dimensions Group, Ltd. | 3,004 | $1.10M | 0.45% | −71−2.3% | Reduced |
| Biltmore Family Office, LLC | 3,019 | $1.10M | 0.23% | −92−3.0% | Reduced |
| Tectonic Advisors LLC | 3,019 | $1.10M | 0.17% | −4−0.1% | Reduced |
| Transamerica Financial Advisors, Inc. | 3,020 | $1.10M | 0.16% | +72+2.4% | Added |
| Legacy Financial Advisors, Inc. | 3,024 | $1.11M | 0.24% | +1,223+67.9% | Added |
| Main Street Research LLC | 3,027 | $1.11M | 0.27% | −4−0.1% | Reduced |
| Oak Hill Wealth Advisors, LLC | 3,028 | $1.11M | 0.46% | +3,028 | New |
| Carmichael Hill & Associates, Inc. | 3,030 | $1.11M | 0.62% | 00.0% | Unchanged |
| Spouting Rock Asset Management, LLC | 3,034 | $1.11M | 0.82% | −2−0.1% | Reduced |
| Patten Group, Inc. | 3,036 | $1.11M | 0.35% | −16−0.5% | Reduced |
| Baker Tilly Wealth Management, LLC | 3,041 | $1.11M | 0.14% | −102−3.2% | Reduced |
| Park Place Capital Corp | 3,059 | $1.12M | 0.32% | +3,059 | New |
| TFG Advisers LLC | 3,059 | $1.12M | 0.57% | +2+0.1% | Added |
| S.C. Financial Services, Inc. | 3,078 | $1.13M | 1.73% | +368+13.6% | Added |
| Renasant Bank | 3,083 | $1.13M | 0.85% | +304+10.9% | Added |
| Ausdal Financial Partners, Inc. | 3,093 | $1.13M | 0.16% | +679+28.1% | Added |
| Capital Market Strategies LLC | 3,096 | $1.13M | 1.22% | 00.0% | Unchanged |
| Bedell Frazier Investment Counseling, LLC | 3,100 | $1.13M | 0.30% | 00.0% | Unchanged |
| Hamilton Capital, LLC | 3,101 | $1.13M | 0.07% | +2,039+192.0% | Added |
| Agf Management Ltd | 3,104 | $1.14M | 0.01% | +3,104 | New |
| Schnieders Capital Management LLC | 3,109 | $1.14M | 0.26% | 00.0% | Unchanged |
| Barr E S & Co | 3,112 | $1.14M | 0.09% | 00.0% | Unchanged |
| Inlet Private Wealth, LLC | 3,113 | $1.14M | 0.30% | +3,113 | New |
| Proficio Capital Partners LLC | 3,128 | $1.14M | 0.22% | +26+0.8% | Added |
| Tributary Capital Management, LLC | 3,135 | $1.15M | 0.11% | −65−2.0% | Reduced |
| Mystic Asset Management, Inc. | 3,136 | $1.15M | 0.65% | −107−3.3% | Reduced |
| Independence Bank of Kentucky | 3,141 | $1.15M | 0.52% | +32+1.0% | Added |
| Sweet Financial Partners, LLC | 3,145 | $1.15M | 0.34% | +115+3.8% | Added |
| Front Barnett Associates LLC | 3,159 | $1.16M | 0.15% | −25−0.8% | Reduced |
| LCNB Corp | 3,160 | $1.16M | 0.54% | +20+0.6% | Added |
| Fundamentun, LLC | 3,166 | $1.16M | 0.21% | −338−9.6% | Reduced |
| Vise Technologies, Inc. | 3,179 | $1.16M | 0.36% | +583+22.5% | Added |
| Spirit of America Management Corp | 3,200 | $1.17M | 0.26% | +600+23.1% | Added |
| Frisch Financial Group, Inc. | 3,214 | $1.18M | 0.44% | +208+6.9% | Added |
| Monumental Financial Group Inc. | 3,221 | $1.18M | 0.95% | +2,589+409.7% | Added |
| Modera Wealth Management, LLC | 3,222 | $1.18M | 0.05% | −100−3.0% | Reduced |
| Catalyst Financial Partners LLC | 3,228 | $1.18M | 0.61% | +3,228 | New |
| Regal Investment Advisors LLC | 3,232 | $1.18M | 0.11% | −271−7.7% | Reduced |
| Douglas Lane & Associates, LLC | 3,240 | $1.19M | 0.02% | +5+0.2% | Added |
| Van Cleef Asset Management,Inc | 3,243 | $1.19M | 0.20% | +491+17.8% | Added |
| Patron Partners Advisors, LLC | 3,248 | $1.19M | 0.89% | +11+0.3% | Added |
| Rehmann Capital Advisory Group | 3,290 | $1.20M | 0.12% | −46−1.4% | Reduced |
| Farmers National Bank | 3,300 | $1.21M | 0.43% | −90−2.7% | Reduced |
| Grandfield & Dodd, LLC | 3,301 | $1.21M | 0.09% | +380+13.0% | Added |
| Mitchell Sinkler & Starr | 3,310 | $1.21M | 0.39% | +35+1.1% | Added |
| Hotaling Investment Management, LLC | 3,309 | $1.21M | 0.55% | −54−1.6% | Reduced |
| Washington Trust Co | 3,326 | $1.22M | 0.06% | +250+8.1% | Added |
| Harrison & Co Wealth Management, LLC | 3,333 | $1.22M | 1.18% | −477−12.5% | Reduced |
| Boston Trust Walden Corp | 3,334 | $1.22M | 0.01% | 00.0% | Unchanged |
| WMS Partners, LLC | 3,336 | $1.22M | 0.12% | −115−3.3% | Reduced |
| Linscomb & Williams, Inc. | 3,336 | $1.22M | 0.06% | +522+18.6% | Added |
| Costello Asset Management, INC | 3,346 | $1.22M | 1.10% | −182−5.2% | Reduced |
| Lavaca Capital LLC | 3,355 | $1.23M | 0.49% | −148−4.2% | Reduced |
| Alera Investment Advisors, LLC | 3,358 | $1.23M | 0.29% | −140−4.0% | Reduced |
| Stiles Financial Services Inc | 3,359 | $1.23M | 0.70% | −1,554−31.6% | Reduced |
| PDS Planning, Inc | 3,370 | $1.23M | 0.20% | +15+0.4% | Added |
| Aureus Asset Management, LLC | 3,376 | $1.24M | 0.11% | −840−19.9% | Reduced |
| Sutton Wealth Advisors Inc. | 3,393 | $1.24M | 0.47% | +185+5.8% | Added |
| Principle Wealth Partners LLC | 3,397 | $1.24M | 0.14% | +150+4.6% | Added |
| Benjamin F. Edwards & Company, Inc. | 3,404 | $1.25M | 0.06% | +24+0.7% | Added |
| Farmers & Merchants Trust Co of Long Beach | 3,406 | $1.25M | 0.35% | −14−0.4% | Reduced |
| Cozad Asset Management Inc | 3,420 | $1.25M | 0.18% | +611+21.8% | Added |
| TKG Advisors, LLC | 3,426 | $1.25M | 0.83% | +173+5.3% | Added |
| BLB&B Advisors, LLC | 3,432 | $1.26M | 0.10% | +180+5.5% | Added |
| EPG Wealth Management LLC | 3,442 | $1.26M | 0.48% | −653−15.9% | Reduced |
| Glen Eagle Advisors, LLC | 3,444 | $1.26M | 0.34% | +1,239+56.2% | Added |
| Foundations Investment Advisors, LLC | 3,448 | $1.26M | 0.05% | −65−1.9% | Reduced |
| Becker Capital Management Inc | 3,449 | $1.26M | 0.06% | −42−1.2% | Reduced |
| Boltwood Capital Management | 3,450 | $1.26M | 0.51% | −268−7.2% | Reduced |
| Pinnacle Wealth Management Advisory Group, LLC | 3,450 | $1.26M | 0.19% | +54+1.6% | Added |
| Samalin Investment Counsel, LLC | 3,457 | $1.26M | 0.80% | −171−4.7% | Reduced |
| Keudell/Morrison Wealth Management | 3,462 | $1.27M | 0.41% | −194−5.3% | Reduced |
| CSM Advisors, LLC | 3,462 | $1.27M | 0.12% | +50+1.5% | Added |
| EverSource Wealth Advisors, LLC | 3,471 | $1.27M | 0.19% | −208−5.7% | Reduced |
| Csenge Advisory Group | 3,475 | $1.27M | 0.10% | −560−13.9% | Reduced |
| Prelude Capital Management, LLC | 3,477 | $1.27M | 0.08% | −132−3.7% | Reduced |
| Proquility Private Wealth Partners, LLC | 3,477 | $1.27M | 0.52% | +27+0.8% | Added |
| MRP Capital Investments, LLC | 3,482 | $1.27M | 1.41% | +3,482 | New |
| Western Financial Corp | 3,486 | $1.28M | 0.83% | +3,486 | New |
| Eqis Capital Management, Inc. | 3,496 | $1.28M | 0.14% | +64+1.9% | Added |
| Capricorn Fund Managers Ltd | 3,500 | $1.28M | 0.33% | +3,500 | New |