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 $942.7B 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
- 2,672
- +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 | $942.7B |
| Q1 2026 | 4,391 | $712.9B |
| Q4 2025 | 4,452 | $843.2B |
| Q3 2025 | 3,904 | $583.5B |
| Q2 2025 | 3,914 | $610.1B |
| Q1 2025 | 3,928 | $688.4B |
| Q4 2024 | 3,913 | $602.9B |
| Q3 2024 | 3,666 | $687.4B |
| Q2 2024 | 3,571 | $707.0B |
| Q1 2024 | 3,465 | $607.2B |
| Q4 2023 | 3,276 | $457.2B |
| Q3 2023 | 2,978 | $421.9B |
| Q2 2023 | 2,818 | $366.7B |
| Q1 2023 | 2,619 | $269.7B |
| Q4 2022 | 2,672 | $288.4B |
| Q3 2022 | 2,489 | $256.1B |
| Q2 2022 | 2,450 | $255.6B |
| Q1 2022 | 2,349 | $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 |
|---|---|---|---|---|---|
| Bellecapital International Ltd. | 4,959 | $1.81M | 0.51% | −241−4.6% | Reduced |
| Gratus Capital LLC | 4,963 | $1.82M | 0.15% | +70+1.4% | Added |
| Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD | 4,967 | $1.83M | 0.42% | −5,830−54.0% | Reduced |
| Zimmer Partners, LP | 5,000 | $1.83M | 0.04% | +5,000 | New |
| Simmons Bank | 5,009 | $1.83M | 0.16% | +45+0.9% | Added |
| Lokken Investment Group LLC | 5,012 | $1.83M | 1.45% | +71+1.4% | Added |
| StrategIQ Financial Group, LLC | 5,019 | $1.84M | 0.21% | +95+1.9% | Added |
| 9258 Wealth Management, LLC | 5,023 | $1.84M | 0.40% | +511+11.3% | Added |
| InterOcean Capital Group, LLC | 5,029 | $1.84M | 0.07% | −20.0% | Reduced |
| Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna | 5,030 | $1.84M | 1.41% | 00.0% | Unchanged |
| Arden Trust Co | 5,045 | $1.85M | 0.37% | −311−5.8% | Reduced |
| Koshinski Asset Management, Inc. | 5,047 | $1.85M | 0.18% | −17−0.3% | Reduced |
| Meritage Portfolio Management | 5,050 | $1.85M | 0.14% | 00.0% | Unchanged |
| Humankind Investments LLC | 5,054 | $1.85M | 0.80% | −621−10.9% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 5,071 | $1.86M | 0.14% | −49−1.0% | Reduced |
| Ipswich Investment Management Co., Inc. | 5,073 | $1.86M | 0.53% | 00.0% | Unchanged |
| Advisors Capital Management, LLC | 5,071 | $1.86M | 0.05% | +422+9.1% | Added |
| Allworth Financial LP | 5,088 | $1.86M | 0.02% | +2,723+115.1% | Added |
| Wealthsource Partners, LLC | 5,088 | $1.86M | 0.13% | −801−13.6% | Reduced |
| Adirondack Trust Co | 5,094 | $1.86M | 0.96% | +4+0.1% | Added |
| Wallington Asset Management, LLC | 5,094 | $1.86M | 0.40% | −354−6.5% | Reduced |
| Peddock Capital Advisors, LLC | 5,097 | $1.86M | 0.72% | −19−0.4% | Reduced |
| Equitable Holdings, Inc. | 5,109 | $1.87M | 0.03% | +81+1.6% | Added |
| Clifford Swan Investment Counsel LLC | 5,132 | $1.88M | 0.08% | −18−0.3% | Reduced |
| DFPG Investments, LLC | 5,224 | $1.88M | 0.31% | +1,859+55.2% | Added |
| Steel Peak Wealth Management LLC | 5,149 | $1.88M | 0.14% | +1,972+62.1% | Added |
| Cerro Pacific Wealth Advisors LLC | 5,152 | $1.88M | 1.00% | +38+0.7% | Added |
| Schulhoff & Co Inc | 5,175 | $1.89M | 0.87% | 00.0% | Unchanged |
| Etesian Wealth Advisors, Inc. | 5,175 | $1.89M | 1.38% | +5,175 | New |
| Bullseye Investment Management, LLC | 5,177 | $1.89M | 1.57% | +5,177 | New |
| Mechanics Bank Trust Department | 5,178 | $1.89M | 0.33% | −204−3.8% | Reduced |
| Lindbrook Capital, LLC | 5,180 | $1.89M | 0.23% | +85+1.7% | Added |
| Change Path, LLC | 5,179 | $1.90M | 0.10% | −334−6.1% | Reduced |
| NorthRock Partners, LLC | 5,182 | $1.90M | 0.22% | +1,043+25.2% | Added |
| Mather Group, LLC. | 5,188 | $1.90M | 0.04% | +588+12.8% | Added |
| RF&L Wealth Management, LLC | 5,194 | $1.90M | 1.96% | +5,194 | New |
| Mach-1 Financial Group, Inc. | 5,198 | $1.90M | 0.89% | +4,556+709.7% | Added |
| Hussman Strategic Advisors, Inc. | 5,200 | $1.90M | 0.31% | −1,000−16.1% | Reduced |
| Zions Bancorporation, N.A. | 5,205 | $1.90M | 0.15% | +147+2.9% | Added |
| Hills Bank & Trust Co | 5,220 | $1.91M | 0.28% | −707−11.9% | Reduced |
| United Bank | 5,225 | $1.91M | 1.17% | −505−8.8% | Reduced |
| Donoghue Forlines LLC | 5,227 | $1.91M | 0.68% | +791+17.8% | Added |
| High Net Worth Advisory Group LLC | 5,236 | $1.92M | 0.74% | +142+2.8% | Added |
| Great Lakes Retirement, Inc. | 5,260 | $1.92M | 0.49% | +5,260 | New |
| Wealthcare Advisory Partners LLC | 5,271 | $1.93M | 0.09% | +1,875+55.2% | Added |
| McKinley Capital Management LLC /Delaware | 5,301 | $1.94M | 0.26% | +991+23.0% | Added |
| Folger Nolan Fleming Douglas Capital Management, Inc | 5,322 | $1.95M | 0.23% | +500+10.4% | Added |
| Schechter Investment Advisors, LLC | 5,358 | $1.96M | 0.18% | −1,826−25.4% | Reduced |
| Legacy Wealth Asset Management, LLC | 5,369 | $1.96M | 0.75% | −192−3.5% | Reduced |
| Angeles Wealth Management, LLC | 5,388 | $1.97M | 0.35% | +4,422+457.8% | Added |
| Smith, Moore & Co. | 5,393 | $1.97M | 0.27% | +58+1.1% | Added |
| G&S Capital LLC | 5,398 | $1.97M | 0.87% | +42+0.8% | Added |
| Sabal Trust CO | 5,412 | $1.98M | 0.13% | +279+5.4% | Added |
| Edgestream Partners, L.P. | 5,412 | $1.98M | 0.22% | +2,024+59.7% | Added |
| Zeke Capital Advisors, LLC | 5,442 | $1.99M | 0.13% | +1,378+33.9% | Added |
| Van Strum & Towne Inc. | 5,475 | $2.00M | 0.86% | +75+1.4% | Added |
| Somerville Kurt F | 5,476 | $2.00M | 0.39% | −50−0.9% | Reduced |
| Schonfeld Strategic Advisors LLC | 5,483 | $2.01M | 0.02% | +1,183+27.5% | Added |
| Valley National Advisers Inc | 5,572 | $2.01M | 0.36% | −2,476−30.8% | Reduced |
| Ironwood Financial, llc | 5,489 | $2.01M | 0.63% | 00.0% | Unchanged |
| HRT Financial LP | 5,503 | $2.01M | 0.03% | +5,503 | New |
| Triangle Securities Wealth Management | 5,516 | $2.02M | 0.74% | −526−8.7% | Reduced |
| Lumbard & Kellner, LLC | 5,519 | $2.02M | 0.99% | 00.0% | Unchanged |
| Bard Financial Services, Inc. | 5,525 | $2.02M | 0.17% | +850+18.2% | Added |
| Sentry Investment Management LLC | 5,531 | $2.02M | 0.89% | +81+1.5% | Added |
| Ifrah Financial Services, Inc. | 5,539 | $2.03M | 0.67% | −145−2.6% | Reduced |
| Gilman Hill Asset Management, LLC | 5,571 | $2.04M | 0.42% | −225−3.9% | Reduced |
| United Capital Management of KS, Inc. | 5,579 | $2.04M | 0.84% | −290−4.9% | Reduced |
| Burton Enright Welch | 5,599 | $2.05M | 0.85% | +5,599 | New |
| Legacy Private Trust Co. | 5,620 | $2.06M | 0.19% | +620+12.4% | Added |
| MidWestOne Financial Group, Inc. | 5,649 | $2.07M | 0.48% | −2,656−32.0% | Reduced |
| Probity Advisors, Inc. | 5,671 | $2.07M | 0.47% | −713−11.2% | Reduced |
| Kirr Marbach & Co LLC | 5,694 | $2.08M | 0.65% | −359−5.9% | Reduced |
| Moneta Group Investment Advisors LLC | 6,082 | $2.09M | 0.06% | +787+14.9% | Added |
| Ashburton (Jersey) Ltd | 5,726 | $2.10M | 1.17% | −1,286−18.3% | Reduced |
| David R. Rahn & Associates Inc. | 5,729 | $2.10M | 1.06% | +329+6.1% | Added |
| Verdence Capital Advisors LLC | 5,732 | $2.10M | 0.26% | +29+0.5% | Added |
| Stratos Wealth Advisors, LLC | 5,739 | $2.10M | 0.18% | +481+9.1% | Added |
| Oak Associates, Ltd | 5,740 | $2.10M | 0.18% | +5,740 | New |
| Laurel Wealth Advisors, Inc. | 5,745 | $2.10M | 0.21% | +149+2.7% | Added |
| Andesa Financial Management Inc. | 5,779 | $2.11M | 1.15% | −5,864−50.4% | Reduced |
| Wealthspire Advisors, LLC | 5,779 | $2.11M | 0.04% | +1,808+45.5% | Added |
| Carnegie Capital Asset Management, LLC | 5,784 | $2.12M | 0.09% | +205+3.7% | Added |
| StoneX Group Inc. | 5,785 | $2.12M | 0.25% | −93−1.6% | Reduced |
| Hurlow Wealth Management Group, Inc. | 5,785 | $2.12M | 1.10% | −883−13.2% | Reduced |
| Market Street Wealth Management Advisors LLC | 5,815 | $2.13M | 0.62% | +165+2.9% | Added |
| Hoylecohen, LLC | 5,819 | $2.13M | 0.21% | −70−1.2% | Reduced |
| Sym Financial Corp | 5,823 | $2.13M | 0.51% | +14+0.2% | Added |
| Telos Capital Management, Inc. | 5,865 | $2.15M | 0.31% | −177−2.9% | Reduced |
| Welch Group, LLC | 5,869 | $2.15M | 0.12% | +45+0.8% | Added |
| Daymark Wealth Partners, LLC | 5,869 | $2.15M | 0.38% | +5,869 | New |
| First Business Financial Services, Inc. | 5,875 | $2.15M | 0.29% | +7+0.1% | Added |
| Financial Advisory Service, Inc. | 5,888 | $2.15M | 0.24% | −7−0.1% | Reduced |
| Marshall Financial Group LLC | 5,893 | $2.16M | 0.84% | −577−8.9% | Reduced |
| Carl P. Sherr & Co., LLC | 5,893 | $2.16M | 1.64% | −147−2.4% | Reduced |
| Parthenon LLC | 5,926 | $2.17M | 0.36% | 00.0% | Unchanged |
| Allen Mooney & Barnes Investment Advisors LLC | 5,931 | $2.17M | 0.52% | +20.0% | Added |
| LJI Wealth Management, LLC | 5,978 | $2.19M | 0.77% | +5,978 | New |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 5,980 | $2.19M | 0.10% | +1,260+26.7% | Added |
| Tower Bridge Advisors | 5,992 | $2.19M | 0.18% | −15−0.2% | Reduced |