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 |
|---|---|---|---|---|---|
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 6,000 | $2.19M | 0.58% | −356−5.6% | Reduced |
| Unigestion Holding SA | 5,982 | $2.20M | 0.12% | +840+16.3% | Added |
| Oxler Private Wealth LLC | 6,026 | $2.21M | 1.19% | +10.0% | Added |
| Waddell & Associates, LLC | 6,054 | $2.21M | 0.37% | −4−0.1% | Reduced |
| Boston Financial Mangement LLC | 6,057 | $2.22M | 0.09% | −234−3.7% | Reduced |
| Affinity Capital Advisors, LLC | 6,058 | $2.22M | 0.76% | +5+0.1% | Added |
| Beaumont Financial Advisors, LLC | 6,084 | $2.23M | 0.22% | +6,084 | New |
| Davis R M Inc | 6,091 | $2.23M | 0.06% | +77+1.3% | Added |
| Merit Financial Group, LLC | 6,099 | $2.23M | 0.08% | +1,183+24.1% | Added |
| TrimTabs Asset Management, LLC | 6,100 | $2.23M | 1.46% | −135−2.2% | Reduced |
| Chicago Trust Co NA | 6,103 | $2.23M | 0.56% | −91−1.5% | Reduced |
| Wealth Alliance | 6,119 | $2.24M | 0.40% | +263+4.5% | Added |
| KLCM Advisors, Inc. | 6,139 | $2.25M | 0.46% | +50+0.8% | Added |
| ZWJ Investment Counsel Inc | 6,140 | $2.25M | 0.13% | 00.0% | Unchanged |
| Cutler Group LP | 6,143 | $2.25M | 0.27% | +763+14.2% | Added |
| Massmutual Trust Co FSB | 6,167 | $2.26M | 0.09% | −30.0% | Reduced |
| First Horizon Advisors, Inc. | 6,168 | $2.26M | 0.08% | −991−13.8% | Reduced |
| Grove Bank & Trust | 6,168 | $2.26M | 0.50% | −1,131−15.5% | Reduced |
| R.m.sincerbeaux Capital Management LLC | 6,200 | $2.27M | 1.61% | 00.0% | Unchanged |
| Hudson Canyon Capital Management | 6,215 | $2.27M | 2.10% | −785−11.2% | Reduced |
| Appleton Partners Inc | 6,217 | $2.27M | 0.22% | −301−4.6% | Reduced |
| Haverford Trust Co | 6,231 | $2.28M | 0.03% | −659−9.6% | Reduced |
| Brighton Jones LLC | 6,246 | $2.29M | 0.14% | −186−2.9% | Reduced |
| Banco de Sabadell, S.A | 6,258 | $2.29M | 1.93% | −1,353−17.8% | Reduced |
| Venture Visionary Partners LLC | 6,266 | $2.29M | 0.17% | −393−5.9% | Reduced |
| Community Bank, N.A. | 6,271 | $2.29M | 0.32% | +1,509+31.7% | Added |
| Americana Partners, LLC | 7,668 | $2.30M | 0.40% | +1,787+30.4% | Added |
| Northwest Bancshares, Inc. | 6,300 | $2.30M | 0.46% | −15−0.2% | Reduced |
| Confluence Wealth Services, Inc. | 6,326 | $2.31M | 0.60% | −153−2.4% | Reduced |
| Connable Office Inc | 6,343 | $2.32M | 0.33% | −27−0.4% | Reduced |
| Allen Investment Management LLC | 6,378 | $2.33M | 0.04% | −107−1.6% | Reduced |
| Ibex Wealth Advisors | 6,384 | $2.34M | 0.53% | +166+2.7% | Added |
| NVWM, LLC | 6,416 | $2.35M | 0.85% | −328−4.9% | Reduced |
| NEIRG Wealth Management, LLC | 6,429 | $2.35M | 0.44% | −112−1.7% | Reduced |
| Blueprint Investment Partners LLC | 6,449 | $2.36M | 0.51% | +457+7.6% | Added |
| Wolf Group Capital Advisors | 6,467 | $2.37M | 1.12% | −914−12.4% | Reduced |
| Canandaigua National Corp | 6,492 | $2.38M | 0.40% | −256−3.8% | Reduced |
| LMCG Investments, LLC | 6,498 | $2.38M | 0.17% | 00.0% | Unchanged |
| Legato Capital Management LLC | 6,521 | $2.39M | 0.46% | +6,521 | New |
| Harbour Investments, Inc. | 6,539 | $2.39M | 0.15% | +3,103+90.3% | Added |
| First Financial Corp | 6,554 | $2.40M | 1.47% | −204−3.0% | Reduced |
| First Financial Bank - Trust Division | 6,600 | $2.41M | 0.26% | −194−2.9% | Reduced |
| Armstrong Advisory Group, Inc | 6,604 | $2.42M | 0.32% | +6,604 | New |
| Howland Capital Management LLC | 6,607 | $2.42M | 0.15% | −333−4.8% | Reduced |
| Polaris Wealth Advisory Group, LLC | 6,711 | $2.42M | 0.18% | −107−1.6% | Reduced |
| Cullinan Associates Inc | 6,638 | $2.43M | 0.13% | +2,438+58.0% | Added |
| Pinnacle Bancorp, Inc. | 6,651 | $2.43M | 0.94% | +11+0.2% | Added |
| Private Advisory Group LLC | 6,668 | $2.44M | 0.53% | +857+14.7% | Added |
| Heartland Bank & Trust Co | 6,698 | $2.45M | 1.81% | −1,027−13.3% | Reduced |
| Whittier Trust Co of Nevada Inc | 6,708 | $2.45M | 0.10% | −433−6.1% | Reduced |
| Redhawk Wealth Advisors, Inc. | 6,717 | $2.46M | 0.95% | +2,998+80.6% | Added |
| Handelsinvest Investeringsforvaltning | 6,758 | $2.47M | 0.39% | −1,806−21.1% | Reduced |
| Strategy Asset Managers LLC | 6,780 | $2.48M | 0.63% | −81−1.2% | Reduced |
| We Are One Seven, LLC | 6,827 | $2.50M | 0.25% | +264+4.0% | Added |
| Fiduciary Trust Co | 6,833 | $2.50M | 0.05% | +463+7.3% | Added |
| Aft, Forsyth & Company, Inc. | 6,862 | $2.51M | 2.15% | −303−4.2% | Reduced |
| Freedom Day Solutions, LLC | 6,874 | $2.51M | 1.25% | −379−5.2% | Reduced |
| Lake Street Financial LLC | 6,878 | $2.52M | 0.52% | +209+3.1% | Added |
| Chatham Capital Group, Inc. | 6,880 | $2.52M | 0.59% | +558+8.8% | Added |
| Horizon Kinetics Asset Management LLC | 6,886 | $2.52M | 0.04% | −500−6.8% | Reduced |
| Cladis Investment Advisory, LLC | 6,887 | $2.52M | 2.51% | −230−3.2% | Reduced |
| Ancora Advisors, LLC | 6,888 | $2.52M | 0.07% | +821+13.5% | Added |
| Institute for Wealth Management, LLC. | 6,914 | $2.53M | 0.54% | −46−0.7% | Reduced |
| U.S. Capital Wealth Advisors, LLC | 6,921 | $2.53M | 0.12% | +887+14.7% | Added |
| Lowe Brockenbrough & Co Inc | 6,990 | $2.56M | 0.22% | −200−2.8% | Reduced |
| Wellington Shields Capital Management, LLC | 6,997 | $2.56M | 0.31% | 00.0% | Unchanged |
| Bank of Hawaii | 7,001 | $2.56M | 0.16% | +218+3.2% | Added |
| Ballentine Partners, LLC | 7,023 | $2.57M | 0.08% | +494+7.6% | Added |
| Jackson Wealth Management, LLC | 7,026 | $2.57M | 0.94% | −7,514−51.7% | Reduced |
| Howard Capital Management Inc. | 7,039 | $2.58M | 0.73% | +3,995+131.2% | Added |
| Hantz Financial Services, Inc. | 7,081 | $2.59M | 0.08% | +685+10.7% | Added |
| Marble Harbor Investment Counsel, LLC | 7,090 | $2.59M | 0.35% | +200+2.9% | Added |
| Meridian Wealth Advisors, LLC | 7,108 | $2.60M | 0.67% | −107−1.5% | Reduced |
| Pitcairn Co | 7,121 | $2.61M | 0.26% | −64−0.9% | Reduced |
| Herbst Group, LLC | 7,125 | $2.61M | 2.11% | +4,825+209.8% | Added |
| Linden Thomas Advisory Services, LLC | 7,139 | $2.61M | 0.74% | +7,139 | New |
| Brandywine Oak Private Wealth LLC | 7,145 | $2.61M | 0.33% | −357−4.8% | Reduced |
| Investment Partners, Ltd. | 7,154 | $2.62M | 1.38% | −2,187−23.4% | Reduced |
| Western Wealth Management, LLC | 7,160 | $2.62M | 0.27% | −4,999−41.1% | Reduced |
| Mengis Capital Management, Inc. | 7,163 | $2.62M | 0.57% | +5+0.1% | Added |
| Carret Asset Management, LLC | 7,167 | $2.62M | 0.36% | 00.0% | Unchanged |
| BNC Wealth Management, LLC | 7,190 | $2.63M | 1.55% | +7,190 | New |
| Stonnington Group, LLC | 7,466 | $2.63M | 0.73% | +1,006+15.6% | Added |
| Parametrica Management Ltd | 7,200 | $2.63M | 5.40% | +2,283+46.4% | Added |
| Boston Family Office LLC | 7,220 | $2.64M | 0.22% | −32−0.4% | Reduced |
| Patton Fund Management, Inc. | 7,222 | $2.64M | 0.77% | −211−2.8% | Reduced |
| TCI Wealth Advisors, Inc. | 7,223 | $2.64M | 0.37% | −67−0.9% | Reduced |
| Mission Wealth Management, LP | 7,260 | $2.66M | 0.13% | +94+1.3% | Added |
| IAM Advisory, LLC | 7,274 | $2.66M | 0.98% | −36−0.5% | Reduced |
| Bennicas & Associates, Inc. | 7,293 | $2.67M | 1.54% | −564−7.2% | Reduced |
| Old North State Trust, LLC | 7,318 | $2.68M | 1.76% | −6−0.1% | Reduced |
| Eagle Rock Investment Company, LLC | 7,440 | $2.68M | 0.62% | −350−4.5% | Reduced |
| Vision Capital Management, Inc. | 7,330 | $2.68M | 0.51% | 00.0% | Unchanged |
| BOS Asset Management, LLC | 7,348 | $2.69M | 2.40% | +7,348 | New |
| Perfromance Wealth Partners, LLC | 7,362 | $2.69M | 0.16% | +2,574+53.8% | Added |
| Apollon Wealth Management, LLC | 7,379 | $2.70M | 0.19% | +107+1.5% | Added |
| Crawford Investment Counsel Inc | 7,447 | $2.72M | 0.06% | −116−1.5% | Reduced |
| J.W. Cole Advisors, Inc. | 7,456 | $2.73M | 0.21% | −152−2.0% | Reduced |
| EFG Asset Management (North America) Corp. | 7,435 | $2.73M | 0.61% | −145−1.9% | Reduced |
| Trust Co of Vermont | 7,482 | $2.74M | 0.20% | +293+4.1% | Added |