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; 4,643 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
- 2,673
- +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
- 957 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 | 4,643 | $942.7B |
| 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 |
|---|---|---|---|---|---|
| Center for Financial Planning, Inc. | 200 | $73.2K | 0.02% | −42−17.4% | Reduced |
| DB Wealth Management Group, LLC | 200 | $73.2K | 0.05% | 00.0% | Unchanged |
| Cary Street Partners Asset Management LLC | 200 | $73.2K | 0.01% | +182+1,011.1% | Added |
| Horan Securities, Inc. | 211 | $77.1K | 0.04% | +162+330.6% | Added |
| DT Investment Partners, LLC | 211 | $77.2K | 0.01% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 220 | $80.5K | 0.02% | −292−57.0% | Reduced |
| Alpha Paradigm Partners, LLC | 221 | $81.0K | 0.03% | +128+137.6% | Added |
| Worth Asset Management, LLC | 231 | $84.5K | 0.06% | +190+463.4% | Added |
| EWG Elevate Inc. | 241 | $88.2K | 0.04% | +241 | New |
| Goodwin Investment Advisory | 249 | $91.1K | 0.06% | 00.0% | Unchanged |
| Norwood Financial Corp | 255 | $93.3K | 0.15% | 00.0% | Unchanged |
| Emerald Mutual Fund Advisers Trust | 258 | $94.4K | 0.01% | −23−8.2% | Reduced |
| Bell Investment Advisors, Inc | 258 | $94.4K | 0.02% | +67+35.1% | Added |
| Fiduciary Alliance LLC | 266 | $97.3K | 0.03% | +266 | New |
| Rocky Mountain Advisers, LLC | 267 | $98.0K | 0.05% | −167−38.5% | Reduced |
| Castleview Partners, LLC | 273 | $99.9K | 0.10% | 00.0% | Unchanged |
| RE Dickinson Investment Advisors, LLC | 288 | $105.0K | 0.04% | 00.0% | Unchanged |
| Pflug Koory, LLC | 296 | $108.0K | 0.06% | 00.0% | Unchanged |
| QVR LLC | 296 | $108.3K | 0.16% | +296 | New |
| Capital Analysts, LLC | 299 | $109.0K | 0.01% | −11−3.5% | Reduced |
| Moser Wealth Advisors, LLC | 300 | $109.8K | 0.08% | 00.0% | Unchanged |
| Sierra Capital LLC | 302 | $110.0K | 0.02% | 00.0% | Unchanged |
| Tyler-Stone Wealth Management | 302 | $110.0K | 0.07% | 00.0% | Unchanged |
| Knott David M Jr | 300 | $110.0K | 0.05% | 00.0% | Unchanged |
| Rise Advisors, LLC | 302 | $110.5K | 0.09% | 00.0% | Unchanged |
| Cassady Schiller Wealth Management, LLC | 304 | $111.2K | 0.07% | +304 | New |
| Cornerstone Planning Group LLC | 319 | $112.0K | 0.05% | +319 | New |
| Harel Insurance Investments & Financial Services Ltd. | 305 | $112.0K | 0.00% | −1,897−86.1% | Reduced |
| Twin Lakes Capital Management, LLC | 325 | $118.9K | 0.09% | 00.0% | Unchanged |
| First Personal Financial Services | 326 | $119.3K | 0.03% | −30−8.4% | Reduced |
| Byrne Asset Management LLC | 330 | $120.7K | 0.09% | −10−2.9% | Reduced |
| Syverson Strege & Co | 330 | $120.7K | 0.05% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 330 | $121.0K | 0.11% | +1+0.3% | Added |
| HealthInvest Partners AB | 335 | $122.6K | 0.24% | +335 | New |
| Financial Avengers, Inc. | 339 | $124.0K | 0.10% | +1+0.3% | Added |
| Sound Income Strategies, LLC | 342 | $125.1K | 0.02% | −186−35.2% | Reduced |
| Ten Capital Wealth Advisors, LLC | 345 | $126.2K | 0.05% | −17−4.7% | Reduced |
| Level Financial Advisors, Inc. | 358 | $131.0K | 0.09% | 00.0% | Unchanged |
| Resources Management Corp | 360 | $132.0K | 0.02% | 00.0% | Unchanged |
| Truvestments Capital LLC | 365 | $133.4K | 0.08% | +22+6.4% | Added |
| McIlrath & Eck, LLC | 368 | $134.6K | 0.03% | +10+2.8% | Added |
| PFG Private Wealth Management, LLC | 370 | $135.0K | 0.08% | +104+39.1% | Added |
| Newbridge Financial Services Group, Inc. | 369 | $135.2K | 0.08% | −15−3.9% | Reduced |
| PFS Partners, LLC | 375 | $137.2K | 0.14% | 00.0% | Unchanged |
| Coston, McIsaac & Partners | 381 | $139.0K | 0.05% | 00.0% | Unchanged |
| Cornerstone Management, Inc. | 384 | $140.6K | 0.04% | −13−3.3% | Reduced |
| Atwood & Palmer Inc | 395 | $144.5K | 0.01% | 00.0% | Unchanged |
| Bellevue Asset Management, LLC | 400 | $145.3K | 0.11% | 00.0% | Unchanged |
| Earnest Partners LLC | 398 | $145.6K | 0.00% | 00.0% | Unchanged |
| Arlington Partners LLC | 398 | $145.6K | 0.02% | +99+33.1% | Added |
| Seldon Capital LP | 404 | $147.8K | 0.13% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 416 | $152.2K | 0.07% | 00.0% | Unchanged |
| Northwest Investment Counselors, LLC | 419 | $153.1K | 0.04% | 00.0% | Unchanged |
| Trustcore Financial Services, LLC | 429 | $156.9K | 0.01% | +262+156.9% | Added |
| Stuart Chaussee & Associates, Inc. | 430 | $157.3K | 0.06% | 00.0% | Unchanged |
| Chelsea Counsel Co | 430 | $157.3K | 0.08% | +430 | New |
| Altshuler Shaham Ltd | 19,645 | $160.2K | 0.01% | −199−1.0% | Reduced |
| Operose Advisors LLC | 445 | $162.8K | 0.09% | −55−11.0% | Reduced |
| Covestor Ltd | 445 | $163.0K | 0.13% | −45−9.2% | Reduced |
| McClarren Financial Advisors, Inc. | 449 | $164.0K | 0.16% | +1+0.2% | Added |
| Versant Capital Management, Inc | 452 | $165.4K | 0.06% | −17−3.6% | Reduced |
| Optimum Investment Advisors | 453 | $165.7K | 0.09% | −450−49.8% | Reduced |
| Perkins Coie Trust Co | 454 | $166.1K | 0.05% | 00.0% | Unchanged |
| Paloma Partners Management Co | 457 | $167.2K | 0.04% | +431+1,657.7% | Added |
| Goodman Advisory Group, LLC | 460 | $168.0K | 0.10% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 466 | $171.0K | 0.02% | +1+0.2% | Added |
| WFA of San Diego, LLC | 474 | $173.4K | 0.13% | +474 | New |
| Gradient Investments LLC | 479 | $175.2K | 0.01% | −24−4.8% | Reduced |
| Providence Capital Advisors, LLC | 483 | $176.7K | 0.05% | +483 | New |
| Register Financial Advisors LLC | 487 | $178.0K | 0.11% | +487 | New |
| Pittenger & Anderson Inc | 494 | $180.7K | 0.01% | −86−14.8% | Reduced |
| Princeton Global Asset Management LLC | 507 | $185.0K | 0.06% | 00.0% | Unchanged |
| IAG Wealth Partners, LLC | 506 | $185.1K | 0.05% | 00.0% | Unchanged |
| Mine & Arao Wealth Creation & Management, LLC. | 517 | $189.1K | 0.14% | 00.0% | Unchanged |
| Arcadia Investment Management Corp | 519 | $189.9K | 0.04% | +19+3.8% | Added |
| WD Rutherford LLC | 520 | $190.2K | 0.15% | −65−11.1% | Reduced |
| Aua Capital Management, LLC | 524 | $191.7K | 0.13% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 533 | $195.0K | 0.04% | +47+9.7% | Added |
| Annapolis Financial Services, LLC | 536 | $196.1K | 0.06% | 00.0% | Unchanged |
| Legend Financial Advisors, Inc. | 538 | $196.8K | 0.17% | −100−15.7% | Reduced |
| Blue Bell Private Wealth Management, LLC | 538 | $196.8K | 0.06% | 00.0% | Unchanged |
| JNBA Financial Advisors | 540 | $197.6K | 0.03% | 00.0% | Unchanged |
| Key Financial Inc | 621 | $200.8K | 0.09% | 00.0% | Unchanged |
| WestHill Financial Advisors, Inc. | 549 | $200.8K | 0.06% | +549 | New |
| R. W. Roge & Company, Inc. | 550 | $201.0K | 0.13% | +550 | New |
| Private Wealth Advisors | 550 | $201.1K | 0.09% | +550 | New |
| Lodestone Wealth Management LLC | 550 | $201.1K | 0.16% | +550 | New |
| Private Capital Management LLC | 550 | $201.2K | 0.07% | −475−46.3% | Reduced |
| Notis-McConarty Edward | 550 | $201.2K | 0.08% | −70−11.3% | Reduced |
| Wilkinson Global Asset Management LLC | 550 | $201.2K | 0.02% | +550 | New |
| Hutchinson Capital Management | 553 | $202.3K | 0.05% | +553 | New |
| W Advisors, LLC | 557 | $203.8K | 0.17% | +557 | New |
| One Wealth Advisors, LLC | 559 | $204.5K | 0.05% | +559 | New |
| Fulcrum Equity Management | 561 | $205.2K | 0.17% | +561 | New |
| Outlook Wealth Advisors, LLC | 562 | $205.6K | 0.10% | +562 | New |
| Crescent Sterling, Ltd. | 563 | $206.0K | 0.22% | +563 | New |
| Sentinel Pension Advisors Inc | 565 | $206.7K | 0.06% | +565 | New |
| Amplius Wealth Advisors, LLC | 565 | $206.7K | 0.03% | +565 | New |
| Pinnacle Family Advisors, LLC | 565 | $206.8K | 0.15% | +565 | New |
| Highlander Capital Management, LLC | 567 | $207.0K | 0.11% | 00.0% | Unchanged |