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 |
|---|---|---|---|---|---|
| Bradley Mark J. | 17,605 | $6.44M | 5.73% | −200−1.1% | Reduced |
| Northside Capital Management, LLC | 17,625 | $6.45M | 1.94% | +159+0.9% | Added |
| Marietta Wealth Management, LLC | 17,741 | $6.49M | 1.47% | −544−3.0% | Reduced |
| Bell & Brown Wealth Advisors, LLC | 17,744 | $6.49M | 3.57% | −1,797−9.2% | Reduced |
| Peachtree Investment Partners, LLC | 17,803 | $6.51M | 3.98% | +3,883+27.9% | Added |
| Quantinno Capital Management LP | 18,040 | $6.60M | 0.49% | +9,217+104.5% | Added |
| Williams Jones Wealth Management, LLC. | 18,048 | $6.60M | 0.11% | +1,691+10.3% | Added |
| Erste Asset Management GmbH | 17,995 | $6.60M | 0.14% | −1,942−9.7% | Reduced |
| Fiera Capital Corp | 18,151 | $6.64M | 0.02% | −946−5.0% | Reduced |
| First National Bank of Mount Dora, Trust Investment Services | 18,180 | $6.65M | 2.19% | −699−3.7% | Reduced |
| Gunderson Capital Management Inc. | 18,297 | $6.69M | 12.22% | +18,297 | New |
| Avitas Wealth Management LLC | 18,308 | $6.70M | 1.41% | +793+4.5% | Added |
| SeaCrest Wealth Management, LLC | 18,318 | $6.70M | 0.96% | +2,956+19.2% | Added |
| Bremer Bank National Association | 18,359 | $6.72M | 1.30% | −4,939−21.2% | Reduced |
| Hancock Whitney Corp | 18,398 | $6.73M | 0.26% | −142−0.8% | Reduced |
| Sectoral Asset Management Inc | 18,415 | $6.74M | 1.30% | 00.0% | Unchanged |
| NWK Group, Inc. | 18,439 | $6.75M | 4.96% | +67+0.4% | Added |
| KMG Fiduciary Partners, LLC | 18,440 | $6.75M | 1.11% | +850+4.8% | Added |
| King Wealth | 18,517 | $6.77M | 1.62% | +189+1.0% | Added |
| Monetary Management Group Inc | 18,580 | $6.80M | 2.12% | −855−4.4% | Reduced |
| Finer Wealth Management, Inc. | 18,604 | $6.81M | 6.37% | −256−1.4% | Reduced |
| Twin Capital Management Inc | 18,627 | $6.82M | 0.88% | −295−1.6% | Reduced |
| Argent Trust Co | 18,713 | $6.85M | 0.45% | +31+0.2% | Added |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 18,878 | $6.91M | 3.55% | −685−3.5% | Reduced |
| SJS Investment Consulting Inc. | 18,984 | $6.95M | 2.07% | −104−0.5% | Reduced |
| Codex Capital, L.L.C. | 19,000 | $6.95M | 5.81% | 00.0% | Unchanged |
| Greenwood Capital Associates LLC | 19,168 | $7.01M | 1.15% | −1,271−6.2% | Reduced |
| Toroso Investments, LLC | 19,171 | $7.01M | 0.27% | +1,493+8.4% | Added |
| Broadleaf Partners, LLC | 19,189 | $7.02M | 2.77% | +19,189 | New |
| Alps Advisors Inc | 19,240 | $7.04M | 0.06% | −996−4.9% | Reduced |
| Trust Investment Advisors | 19,244 | $7.04M | 6.64% | +515+2.7% | Added |
| Boothbay Fund Management, LLC | 19,251 | $7.04M | 0.24% | +7,290+60.9% | Added |
| South State Corp. | 19,361 | $7.08M | 0.66% | −1,076−5.3% | Reduced |
| Cumberland Partners Ltd | 19,503 | $7.13M | 0.75% | −3,530−15.3% | Reduced |
| Timber Creek Capital Management LLC | 19,701 | $7.21M | 2.73% | −995−4.8% | Reduced |
| Sigma Planning Corp | 19,740 | $7.22M | 0.26% | +1,086+5.8% | Added |
| Alpha Cubed Investments, LLC | 19,778 | $7.24M | 0.55% | −15,561−44.0% | Reduced |
| HM Payson & Co | 19,891 | $7.28M | 0.18% | −2,016−9.2% | Reduced |
| Tang Capital Management LLC | 20,000 | $7.32M | 1.06% | +20,000 | New |
| Colonial Trust Co | 20,004 | $7.32M | 2.00% | −1,149−5.4% | Reduced |
| Pendal Group Limited | 20,089 | $7.35M | 0.06% | −4,339−17.8% | Reduced |
| Cornerstone Wealth Group, LLC | 20,146 | $7.37M | 1.39% | −330−1.6% | Reduced |
| Unio Capital LLC | 20,284 | $7.42M | 4.12% | −881−4.2% | Reduced |
| Siemens Fonds Invest GmbH | 20,330 | $7.44M | 0.74% | −44−0.2% | Reduced |
| Narwhal Capital Management | 20,331 | $7.44M | 0.99% | +3,133+18.2% | Added |
| FineMark National Bank & Trust | 20,341 | $7.44M | 0.33% | −719−3.4% | Reduced |
| Parallel Advisors, LLC | 20,369 | $7.45M | 0.32% | +559+2.8% | Added |
| Axxcess Wealth Management, LLC | 20,374 | $7.45M | 0.61% | +43+0.2% | Added |
| Sumitomo Life Insurance Co | 20,439 | $7.48M | 0.55% | −322−1.6% | Reduced |
| Chesley Taft & Associates LLC | 20,498 | $7.50M | 0.52% | −2,577−11.2% | Reduced |
| Amica Mutual Insurance Co | 20,504 | $7.50M | 0.95% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 20,506 | $7.50M | 1.73% | −395−1.9% | Reduced |
| Anderson Hoagland & Co | 21,488 | $7.54M | 1.10% | +778+3.8% | Added |
| Hartline Investment Corp | 20,636 | $7.55M | 1.72% | +19,104+1,247.0% | Added |
| North Star Asset Management Inc | 20,674 | $7.56M | 0.47% | −3,739−15.3% | Reduced |
| Profund Advisors LLC | 20,693 | $7.57M | 0.49% | +5,812+39.1% | Added |
| Signet Financial Management, LLC | 20,758 | $7.59M | 1.36% | −202−1.0% | Reduced |
| Texas Capital Bank Wealth Management Services Inc | 20,773 | $7.60M | 0.93% | +20,773 | New |
| Meiji Yasuda Asset Management Co Ltd. | 20,946 | $7.66M | 0.38% | −427−2.0% | Reduced |
| Bradley Foster & Sargent Inc | 21,000 | $7.68M | 0.19% | +156+0.7% | Added |
| Empirical Finance, LLC | 21,035 | $7.70M | 0.80% | +1,544+7.9% | Added |
| Bryn Mawr Trust Co | 21,116 | $7.72M | 0.35% | −523−2.4% | Reduced |
| Harbour Capital Advisors, LLC | 21,295 | $7.77M | 2.61% | −665−3.0% | Reduced |
| Kestra Private Wealth Services, LLC | 21,624 | $7.91M | 0.40% | +2,646+13.9% | Added |
| Cadinha & Co LLC | 21,735 | $7.95M | 1.78% | −725−3.2% | Reduced |
| Chicago Capital, LLC | 21,798 | $7.97M | 0.44% | −30−0.1% | Reduced |
| Everence Capital Management Inc | 21,800 | $7.97M | 0.69% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 21,809 | $7.98M | 0.16% | −155−0.7% | Reduced |
| Bartlett & Co. LLC | 21,809 | $7.98M | 0.16% | −155−0.7% | Reduced |
| Integrated Wealth Concepts LLC | 21,833 | $7.99M | 0.22% | +165+0.8% | Added |
| Cyrus J. Lawrence, LLC | 21,858 | $8.00M | 2.39% | −79−0.4% | Reduced |
| Caldwell Trust Co | 22,017 | $8.05M | 1.14% | −746−3.3% | Reduced |
| Moody National Bank Trust Division | 22,110 | $8.09M | 0.70% | +90+0.4% | Added |
| McGowan Group Asset Management, Inc. | 22,236 | $8.13M | 1.30% | +30.0% | Added |
| James Investment Research Inc | 22,278 | $8.15M | 1.14% | −328−1.5% | Reduced |
| Alerus Financial NA | 22,289 | $8.15M | 0.75% | +2,145+10.6% | Added |
| Dorsey Wright & Associates | 22,358 | $8.18M | 2.39% | +22,358 | New |
| Signaturefd, LLC | 22,537 | $8.25M | 0.24% | +622+2.8% | Added |
| Cypress Asset Management Inc | 22,585 | $8.26M | 3.00% | −935−4.0% | Reduced |
| Meitav Dash Investments Ltd | 22,454 | $8.27M | 0.14% | −4,917−18.0% | Reduced |
| Palisade Asset Management, LLC | 22,683 | $8.30M | 0.95% | 00.0% | Unchanged |
| Ferguson Wellman Capital Management, Inc | 22,795 | $8.34M | 0.22% | +6,600+40.8% | Added |
| KCM Investment Advisors LLC | 22,901 | $8.38M | 0.36% | +22+0.1% | Added |
| LGT Fund Management Co Ltd. | 23,000 | $8.41M | 3.63% | 00.0% | Unchanged |
| Healthcare of Ontario Pension Plan Trust Fund | 23,109 | $8.45M | 0.04% | −28,566−55.3% | Reduced |
| Busey Wealth Management | 23,388 | $8.56M | 0.38% | −71−0.3% | Reduced |
| Jackson Square Capital, LLC | 23,709 | $8.67M | 4.08% | −675−2.8% | Reduced |
| Huber Capital Management LLC | 23,737 | $8.68M | 2.19% | −3,800−13.8% | Reduced |
| Stratos Wealth Partners, LTD. | 23,871 | $8.73M | 0.22% | −1,365−5.4% | Reduced |
| Trust Co of Toledo NA | 23,975 | $8.77M | 1.66% | +610+2.6% | Added |
| Contravisory Investment Management, Inc. | 24,041 | $8.80M | 2.44% | +1,245+5.5% | Added |
| Comerica Securities,inc. | 24,112 | $8.82M | 0.63% | −582−2.4% | Reduced |
| Gofen & Glossberg LLC | 24,176 | $8.85M | 0.23% | +372+1.6% | Added |
| JLB & Associates Inc | 24,191 | $8.85M | 1.41% | −2,962−10.9% | Reduced |
| American Financial Advisors, LLC | 24,409 | $8.93M | 1.51% | 00.0% | Unchanged |
| NJ State Employees Deferred Compensation Plan | 24,460 | $8.95M | 1.45% | −1,800−6.9% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 24,719 | $9.04M | 0.23% | −4,572−15.6% | Reduced |
| Greenleaf Trust | 24,799 | $9.07M | 0.11% | −43,274−63.6% | Reduced |
| Fusion Capital, LLC | 24,826 | $9.08M | 5.35% | −373−1.5% | Reduced |
| Credit Agricole S A | 24,828 | $9.08M | 0.34% | −7,943−24.2% | Reduced |