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 |
|---|---|---|---|---|---|
| PKO Investment Management Joint-Stock Co | 7,500 | $2.74M | 0.40% | −1,000−11.8% | Reduced |
| Capital Investment Advisory Services, LLC | 7,529 | $2.75M | 0.33% | +332+4.6% | Added |
| Boenning & Scattergood, Inc. | 9,624 | $2.76M | 0.44% | −916−8.7% | Reduced |
| Bray Capital Advisors | 7,545 | $2.76M | 0.86% | 00.0% | Unchanged |
| Schear Investment Advisers, LLC | 7,594 | $2.78M | 3.43% | +7,594 | New |
| Norway Savings Bank | 7,597 | $2.78M | 1.41% | −524−6.5% | Reduced |
| Hodges Capital Management Inc. | 7,646 | $2.80M | 0.24% | +959+14.3% | Added |
| Simplify Asset Management Inc. | 7,652 | $2.80M | 0.47% | +616+8.8% | Added |
| Compton Capital Management Inc | 7,675 | $2.81M | 2.02% | −900−10.5% | Reduced |
| Fiduciary Group LLC | 7,676 | $2.81M | 0.37% | −286−3.6% | Reduced |
| CoreCap Advisors, LLC | 7,737 | $2.83M | 0.20% | +3,270+73.2% | Added |
| Towerpoint Wealth, LLC | 7,740 | $2.83M | 1.63% | +31+0.4% | Added |
| Tocqueville Asset Management L.P. | 7,746 | $2.83M | 0.05% | +54+0.7% | Added |
| CenterBook Partners LP | 7,779 | $2.85M | 0.47% | +2,769+55.3% | Added |
| Washington Trust Bank | 7,800 | $2.85M | 0.32% | +9+0.1% | Added |
| Avidian Wealth Solutions, LLC | 7,816 | $2.86M | 0.19% | +462+6.3% | Added |
| Richwood Investment Advisors, LLC | 7,820 | $2.86M | 2.88% | −180−2.3% | Reduced |
| Baldwin Investment Management, LLC | 7,822 | $2.86M | 0.52% | +674+9.4% | Added |
| Lynch & Associates | 7,827 | $2.86M | 0.75% | 00.0% | Unchanged |
| Chicago Partners Investment Group LLC | 8,466 | $2.88M | 0.18% | +931+12.4% | Added |
| Mitchell McLeod Pugh & Williams Inc | 7,870 | $2.88M | 0.97% | −158−2.0% | Reduced |
| RMB Capital Management, LLC | 7,883 | $2.88M | 0.10% | +179+2.3% | Added |
| Aldebaran Capital, LLC | 7,883 | $2.88M | 2.98% | +7,883 | New |
| Van Leeuwen & Company, LLC | 7,890 | $2.89M | 2.00% | −209−2.6% | Reduced |
| Leonteq Securities AG | 7,940 | $2.90M | 0.15% | +1,853+30.4% | Added |
| First National Corp | 7,959 | $2.91M | 0.72% | −28−0.4% | Reduced |
| SageView Advisory Group, LLC | 7,967 | $2.91M | 0.24% | +7,967 | New |
| Marshall & Sullivan Inc | 8,000 | $2.93M | 1.84% | 00.0% | Unchanged |
| NBT Bank N A | 8,003 | $2.93M | 0.43% | −40−0.5% | Reduced |
| Qtron Investments LLC | 8,004 | $2.93M | 0.62% | +337+4.4% | Added |
| Red Cedar Investment Management, LLC | 8,099 | $2.96M | 0.47% | +606+8.1% | Added |
| Keebeck Wealth Management, LLC | 8,125 | $2.97M | 0.52% | +366+4.7% | Added |
| Plimoth Trust Co LLC | 8,132 | $2.98M | 0.96% | −1,079−11.7% | Reduced |
| Dynamic Advisor Solutions LLC | 8,144 | $2.98M | 0.20% | +2,602+47.0% | Added |
| Harvest Fund Management Co., Ltd | 8,164 | $2.99M | 0.77% | +796+10.8% | Added |
| Traynor Capital Management, Inc. | 8,183 | $2.99M | 0.53% | +6,004+275.5% | Added |
| Biechele Royce Advisors | 8,226 | $3.01M | 1.23% | +52+0.6% | Added |
| DCF Advisers, LLC | 8,250 | $3.02M | 2.33% | 00.0% | Unchanged |
| Douglass Winthrop Advisors, LLC | 8,297 | $3.04M | 0.08% | 00.0% | Unchanged |
| Alcosta Capital Management, Inc. | 8,303 | $3.04M | 3.06% | +8,303 | New |
| West Oak Capital, LLC | 8,319 | $3.04M | 1.59% | −410−4.7% | Reduced |
| Exencial Wealth Advisors, LLC | 8,325 | $3.05M | 0.17% | +3,557+74.6% | Added |
| Altfest L J & Co Inc | 8,337 | $3.05M | 0.51% | −830−9.1% | Reduced |
| Jones Financial Companies LLLP | 8,364 | $3.06M | 0.01% | −120−1.4% | Reduced |
| Weiss Multi-Strategy Advisers LLC | 8,371 | $3.06M | 0.09% | −33,139−79.8% | Reduced |
| Orion Portfolio Solutions, LLC | 8,383 | $3.07M | 0.11% | +1,578+23.2% | Added |
| North Star Investment Management Corp. | 8,433 | $3.09M | 0.27% | +128+1.5% | Added |
| Winton Group Ltd | 8,439 | $3.09M | 0.20% | +8,439 | New |
| Pacific Global Investment Management CO | 8,439 | $3.09M | 0.68% | −25−0.3% | Reduced |
| Woodstock Corp | 8,454 | $3.09M | 0.41% | −12−0.1% | Reduced |
| Signet Investment Advisory Group, Inc. | 8,461 | $3.10M | 2.18% | −450−5.0% | Reduced |
| Jeppson Wealth Management, LLC | 8,482 | $3.10M | 1.31% | −295−3.4% | Reduced |
| Curbstone Financial Management Corp | 8,496 | $3.11M | 0.78% | −30−0.4% | Reduced |
| Investment Management of Virginia LLC | 8,497 | $3.11M | 0.61% | −95−1.1% | Reduced |
| Duff & Phelps Investment Management Co | 8,498 | $3.11M | 0.04% | 00.0% | Unchanged |
| Rothschild Investment Corp | 8,539 | $3.12M | 0.29% | −292−3.3% | Reduced |
| HighTower Trust Services, LTA | 8,559 | $3.13M | 0.30% | +1,166+15.8% | Added |
| Wintrust Investments LLC | 8,548 | $3.13M | 0.41% | +858+11.2% | Added |
| Texas Yale Capital Corp. | 8,609 | $3.15M | 0.18% | +7+0.1% | Added |
| FRG Family Wealth Advisors LLC | 8,623 | $3.15M | 0.75% | 00.0% | Unchanged |
| Everett Harris & Co | 8,640 | $3.16M | 0.05% | 00.0% | Unchanged |
| S&CO Inc | 8,645 | $3.16M | 0.28% | −15−0.2% | Reduced |
| Snider Financial Group | 8,659 | $3.17M | 1.75% | +8,659 | New |
| Fund Management at Engine No. 1 LLC | 8,682 | $3.18M | 0.78% | +1,099+14.5% | Added |
| Highview Capital Management LLC | 8,683 | $3.18M | 1.93% | +210+2.5% | Added |
| Argus Investors' Counsel, Inc. | 8,735 | $3.20M | 2.56% | −134−1.5% | Reduced |
| SG Americas Securities, LLC | 8,745 | $3.20M | 0.05% | −12,351−58.5% | Reduced |
| Quadrant Capital Group LLC | 8,772 | $3.21M | 0.36% | +278+3.3% | Added |
| CAPROCK Group, Inc. | 8,783 | $3.21M | 0.30% | +575+7.0% | Added |
| Equitable Trust Co | 8,784 | $3.21M | 0.25% | −1,079−10.9% | Reduced |
| Harbor Investment Advisory, LLC | 8,794 | $3.22M | 0.50% | −67−0.8% | Reduced |
| Centre Asset Management, LLC | 8,846 | $3.24M | 0.86% | +350+4.1% | Added |
| Brooktree Capital Management | 8,914 | $3.26M | 2.68% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 8,966 | $3.28M | 0.20% | −427−4.5% | Reduced |
| Level Four Advisory Services, LLC | 8,973 | $3.28M | 0.24% | +3,262+57.1% | Added |
| Desjardins Global Asset Management Inc. | 8,978 | $3.28M | 0.52% | −5,150−36.5% | Reduced |
| Trust Asset Management LLC | 8,980 | $3.29M | 0.41% | 00.0% | Unchanged |
| Prospera Financial Services Inc | 8,999 | $3.29M | 0.16% | −4,076−31.2% | Reduced |
| Graphene Investments SAS | 9,000 | $3.29M | 2.23% | +9,000 | New |
| Compass Wealth Management LLC | 9,086 | $3.32M | 1.09% | +9,086 | New |
| Elgethun Capital Management | 9,166 | $3.32M | 1.20% | 00.0% | Unchanged |
| Forum Financial Management, LP | 9,101 | $3.33M | 0.11% | +423+4.9% | Added |
| Connectus Wealth, LLC | 9,097 | $3.33M | 0.09% | −583−6.0% | Reduced |
| First Citizens Financial Corp | 9,127 | $3.34M | 2.88% | −140−1.5% | Reduced |
| Thoroughbred Financial Services, LLC | 9,136 | $3.34M | 0.55% | −20−0.2% | Reduced |
| Claraphi Advisory Network, LLC | 9,136 | $3.34M | 1.33% | +3,924+75.3% | Added |
| Smithfield Trust Co | 9,210 | $3.37M | 0.23% | 00.0% | Unchanged |
| Abbrea Capital, LLC | 9,219 | $3.37M | 0.61% | +98+1.1% | Added |
| Ameritas Advisory Services, LLC | 9,243 | $3.38M | 0.16% | +1,804+24.3% | Added |
| Second Half Financial Partners, LLC | 9,867 | $3.40M | 2.21% | −103−1.0% | Reduced |
| Great Diamond Partners, LLC | 9,333 | $3.41M | 1.05% | +57+0.6% | Added |
| Wedmont Private Capital | 9,418 | $3.42M | 0.51% | +1,420+17.8% | Added |
| Boyd Watterson Asset Management LLC | 9,394 | $3.44M | 1.42% | −780−7.7% | Reduced |
| Mitchell Capital Management Co | 9,395 | $3.44M | 0.95% | −5−0.1% | Reduced |
| Ontario Teachers Pension Plan Board | 9,399 | $3.44M | 0.04% | +2,449+35.2% | Added |
| Platte River Wealth Advisors, LLC | 9,405 | $3.44M | 1.45% | 00.0% | Unchanged |
| Evergreen Capital Management LLC | 9,499 | $3.48M | 0.16% | +475+5.3% | Added |
| Chapin Davis, Inc. | 9,515 | $3.48M | 2.02% | +9,515 | New |
| American National Bank | 9,524 | $3.48M | 0.71% | +374+4.1% | Added |
| Blue Fin Capital, Inc. | 9,531 | $3.49M | 1.28% | −252−2.6% | Reduced |