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 |
|---|---|---|---|---|---|
| Morse Asset Management, Inc | 9,543 | $3.49M | 1.27% | +2,100+28.2% | Added |
| Private Trust Co NA | 9,585 | $3.51M | 0.52% | +310+3.3% | Added |
| Estabrook Capital Management | 9,590 | $3.51M | 0.60% | −340−3.4% | Reduced |
| Hunter Associates Investment Management LLC | 9,646 | $3.53M | 0.85% | +150+1.6% | Added |
| Independent Financial Group, LLC | 9,654 | $3.53M | 0.30% | +2,153+28.7% | Added |
| Sandy Spring Bank | 9,692 | $3.55M | 0.21% | +2,407+33.0% | Added |
| Clough Capital Partners L P | 9,700 | $3.55M | 0.36% | +9,700 | New |
| First Hawaiian Bank | 9,777 | $3.58M | 0.13% | +243+2.5% | Added |
| Diversified Trust Co | 9,838 | $3.60M | 0.15% | +437+4.6% | Added |
| Mutual Advisors, LLC | 9,839 | $3.60M | 0.16% | +368+3.9% | Added |
| Advisory Alpha, LLC | 9,853 | $3.60M | 0.26% | +122+1.3% | Added |
| Lifeworks Advisors, LLC | 9,863 | $3.61M | 2.03% | +346+3.6% | Added |
| Clarius Group, LLC | 9,886 | $3.62M | 0.33% | +188+1.9% | Added |
| AMG National Trust Bank | 9,928 | $3.63M | 0.13% | −276−2.7% | Reduced |
| Strategic Wealth Partners, Ltd. | 9,958 | $3.64M | 0.68% | +1,956+24.4% | Added |
| Ashton Thomas Private Wealth, LLC | 9,981 | $3.65M | 0.36% | +216+2.2% | Added |
| Sanders Morris Harris LLC | 9,990 | $3.65M | 1.38% | −6−0.1% | Reduced |
| Intrinsic Edge Capital Management LLC | 10,000 | $3.66M | 0.39% | +10,000 | New |
| Clarkston Capital Partners, LLC | 10,000 | $3.66M | 0.07% | 00.0% | Unchanged |
| Alaska Permanent Fund Corp | 10,021 | $3.67M | 0.06% | −1,646−14.1% | Reduced |
| Waters Parkerson & Co., LLC | 10,073 | $3.69M | 0.22% | −897−8.2% | Reduced |
| Enterprise Bank & Trust Co | 10,107 | $3.70M | 1.75% | −48−0.5% | Reduced |
| Madden Securities Corp | 10,120 | $3.70M | 1.95% | +10,120 | New |
| Bridges Investment Management Inc | 10,164 | $3.72M | 0.14% | −50−0.5% | Reduced |
| Horizon Investments, LLC | 10,269 | $3.75M | 0.11% | +5,397+110.8% | Added |
| Fairfield Financial Advisors, LTD | 10,239 | $3.75M | 1.72% | +224+2.2% | Added |
| Beck Bode, LLC | 10,246 | $3.75M | 0.84% | +774+8.2% | Added |
| Oak Harvest Investment Services | 10,270 | $3.76M | 0.98% | −6,244−37.8% | Reduced |
| Resources Investment Advisors, LLC. | 10,272 | $3.76M | 0.11% | +682+7.1% | Added |
| Waldron Private Wealth LLC | 11,636 | $3.76M | 0.23% | 00.0% | Unchanged |
| Cigna Investments Inc | 10,297 | $3.77M | 0.79% | +20+0.2% | Added |
| Sawtooth Solutions, LLC | 10,319 | $3.78M | 0.51% | +427+4.3% | Added |
| Covenant Asset Management, LLC | 10,354 | $3.79M | 1.36% | +235+2.3% | Added |
| Family Legacy, Inc. | 10,867 | $3.80M | 1.66% | −173−1.6% | Reduced |
| Wade G W & Inc | 10,447 | $3.82M | 0.16% | −17−0.2% | Reduced |
| Investors Asset Management of Georgia Inc | 10,453 | $3.82M | 1.99% | −223−2.1% | Reduced |
| Integrated Advisors Network LLC | 10,455 | $3.82M | 0.25% | +2,474+31.0% | Added |
| Lake Street Advisors Group, LLC | 10,460 | $3.83M | 0.25% | −223−2.1% | Reduced |
| Bailard, Inc. | 10,475 | $3.83M | 0.15% | −105−1.0% | Reduced |
| Herold Advisors, Inc. | 10,509 | $3.84M | 1.63% | +1,500+16.7% | Added |
| Crew Capital Management, Ltd. | 10,534 | $3.85M | 5.53% | −8−0.1% | Reduced |
| Roman Butler Fullerton & Co | 10,797 | $3.86M | 2.00% | −11−0.1% | Reduced |
| Belpointe Asset Management LLC | 10,732 | $3.93M | 0.24% | +350+3.4% | Added |
| Wahed Invest LLC | 10,736 | $3.93M | 2.04% | +1,104+11.5% | Added |
| Essential Planning, LLC. | 12,336 | $3.93M | 3.01% | +12,336 | New |
| Intrepid Financial Planning Group LLC | 10,749 | $3.93M | 2.14% | −1,002−8.5% | Reduced |
| Stamos Capital Partners, L.P. | 10,820 | $3.96M | 1.25% | −5,670−34.4% | Reduced |
| Heritage Wealth Management, LLC | 10,836 | $3.96M | 0.57% | +5,792+114.8% | Added |
| Cambridge Trust Co | 10,933 | $4.00M | 0.18% | +371+3.5% | Added |
| Shepherd Financial Partners LLC | 10,987 | $4.02M | 0.73% | −26−0.2% | Reduced |
| Ogorek Anthony Joseph | 10,993 | $4.02M | 1.75% | −72−0.7% | Reduced |
| Union Heritage Capital, LLC | 11,000 | $4.02M | 2.45% | 00.0% | Unchanged |
| Smithbridge Asset Management Inc | 10,998 | $4.02M | 1.07% | +10,998 | New |
| Morgens Waterfall Vintiadis & Co Inc | 11,000 | $4.02M | 3.49% | −900−7.6% | Reduced |
| MTM Investment Management, LLC | 11,022 | $4.03M | 2.09% | +10.0% | Added |
| Checchi Capital Advisers, LLC | 11,027 | $4.03M | 0.42% | −52−0.5% | Reduced |
| Bender Robert & Associates | 11,034 | $4.04M | 1.51% | +75+0.7% | Added |
| Bellevue Group AG | 11,055 | $4.04M | 0.05% | +1,565+16.5% | Added |
| C2C Wealth Management, LLC | 11,515 | $4.05M | 0.70% | 00.0% | Unchanged |
| Aull & Monroe Investment Management Corp | 11,093 | $4.06M | 2.02% | −724−6.1% | Reduced |
| Princeton Capital Management LLC | 11,131 | $4.07M | 1.81% | −617−5.3% | Reduced |
| Beck Capital Management, LLC | 11,131 | $4.07M | 1.71% | +3,749+50.8% | Added |
| Meeder Advisory Services, Inc. | 11,201 | $4.10M | 0.52% | +11,201 | New |
| Fulton Bank, N.A. | 11,203 | $4.10M | 0.23% | −141−1.2% | Reduced |
| GM Advisory Group, Inc. | 11,236 | $4.11M | 0.44% | 00.0% | Unchanged |
| Montecito Bank & Trust | 11,258 | $4.12M | 1.00% | −343−3.0% | Reduced |
| Mayflower Financial Advisors, LLC | 11,287 | $4.13M | 0.57% | +12+0.1% | Added |
| Petredis Investment Advisors LLC | 11,316 | $4.14M | 0.75% | +11,316 | New |
| Punch & Associates Investment Management, Inc. | 11,381 | $4.16M | 0.27% | +400+3.6% | Added |
| Nwam LLC | 11,500 | $4.21M | 0.37% | +7,405+180.8% | Added |
| Sargent Bickham Lagudis LLC | 11,562 | $4.23M | 0.35% | +643+5.9% | Added |
| Ingalls & Snyder LLC | 11,730 | $4.29M | 0.24% | −50−0.4% | Reduced |
| Park Avenue Securities LLC | 11,761 | $4.30M | 0.08% | +864+7.9% | Added |
| Abner Herrman & Brock LLC | 11,763 | $4.30M | 0.66% | +3,753+46.9% | Added |
| Veriti Management LLC | 11,798 | $4.32M | 0.57% | −264−2.2% | Reduced |
| Bank Hapoalim BM | 11,807 | $4.32M | 0.54% | −805−6.4% | Reduced |
| New England Asset Management Inc | 11,814 | $4.32M | 0.08% | −9,100−43.5% | Reduced |
| David J Yvars Group | 11,821 | $4.32M | 5.42% | −396−3.2% | Reduced |
| TRUE Private Wealth Advisors | 11,829 | $4.33M | 0.67% | −79−0.7% | Reduced |
| WealthTrust Axiom LLC | 11,902 | $4.35M | 1.52% | −101−0.8% | Reduced |
| Patten & Patten Inc | 11,911 | $4.36M | 0.40% | +4,631+63.6% | Added |
| American Assets Investment Management, LLC | 12,000 | $4.39M | 0.51% | 00.0% | Unchanged |
| Eastern Bank | 12,034 | $4.40M | 0.23% | −937−7.2% | Reduced |
| Gamble Jones Investment Counsel | 12,050 | $4.41M | 0.33% | −160−1.3% | Reduced |
| Plancorp, LLC | 12,120 | $4.43M | 0.26% | −9−0.1% | Reduced |
| Perigon Wealth Management, LLC | 12,139 | $4.44M | 0.28% | +1,179+10.8% | Added |
| Leelyn Smith, LLC | 12,144 | $4.44M | 1.22% | +1,002+9.0% | Added |
| Global Retirement Partners, LLC | 12,160 | $4.45M | 0.31% | +782+6.9% | Added |
| BancorpSouth Bank | 12,169 | $4.45M | 0.41% | +180+1.5% | Added |
| Affinity Wealth Management LLC | 12,269 | $4.49M | 1.06% | +324+2.7% | Added |
| TruWealth Advisors, LLC | 12,287 | $4.50M | 0.44% | +11,561+1,592.4% | Added |
| Atlantic Union Bankshares Corp | 12,321 | $4.51M | 0.48% | −1,524−11.0% | Reduced |
| Cornerstone Advisors, LLC | 12,400 | $4.54M | 0.22% | 00.0% | Unchanged |
| Aaron Wealth Advisors | 12,439 | $4.55M | 0.67% | −59−0.5% | Reduced |
| Buckingham Strategic Wealth, LLC | 12,598 | $4.61M | 0.08% | −1,120−8.2% | Reduced |
| First City Capital Management, Inc. | 12,654 | $4.63M | 2.79% | −865−6.4% | Reduced |
| Reynders McVeigh Capital Management, LLC | 12,726 | $4.66M | 0.34% | 00.0% | Unchanged |
| Lincoln National Corp | 12,736 | $4.66M | 0.11% | −4,932−27.9% | Reduced |
| Segall Bryant & Hamill, LLC | 12,831 | $4.69M | 0.05% | −86−0.7% | Reduced |
| Stableford Capital II LLC | 13,491 | $4.72M | 2.56% | −154−1.1% | Reduced |