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 |
|---|---|---|---|---|---|
| Thomas J. Herzfeld Advisors, Inc. | 663 | $242.6K | 0.10% | 00.0% | Unchanged |
| Global Wealth Strategies & Associates | 663 | $242.6K | 0.14% | +663 | New |
| Private Management Group Inc | 666 | $243.6K | 0.01% | 00.0% | Unchanged |
| Addison Advisors LLC | 667 | $244.0K | 0.15% | +9+1.4% | Added |
| Mogy Joel R Investment Counsel Inc | 667 | $244.0K | 0.02% | +667 | New |
| Bickling Financial Services, Inc. | 667 | $244.1K | 0.15% | +6+0.9% | Added |
| Alpha Financial Partners, LLC | 669 | $244.6K | 0.30% | +669 | New |
| Weaver Consulting Group | 669 | $244.7K | 0.12% | 00.0% | Unchanged |
| BigSur Wealth Management LLC | 670 | $245.1K | 0.12% | −30−4.3% | Reduced |
| Vantage Consulting Group Inc | 671 | $245.5K | 0.14% | −141−17.4% | Reduced |
| Syntax Advisors, LLC | 671 | $245.5K | 0.20% | −141−17.4% | Reduced |
| WealthShield Partners, LLC | 671 | $245.5K | 0.05% | +18+2.8% | Added |
| Prosperity Financial Group, Inc. | 671 | $245.5K | 0.26% | +671 | New |
| Citizens Business Bank | 671 | $245.5K | 0.06% | +34+5.3% | Added |
| Wiley Bros.-Aintree Capital, LLC | 673 | $246.2K | 0.12% | −318−32.1% | Reduced |
| Financial Network Wealth Management LLC | 673 | $246.2K | 0.13% | −4−0.6% | Reduced |
| Patton Albertson Miller Group, LLC | 673 | $246.3K | 0.05% | +15+2.3% | Added |
| Legacy Financial Strategies, LLC | 674 | $246.6K | 0.10% | +41+6.5% | Added |
| Graham Capital Management, L.P. | 675 | $246.9K | 0.01% | −1,454−68.3% | Reduced |
| Applied Finance Capital Management, LLC | 675 | $246.9K | 0.03% | +675 | New |
| Cornercap Investment Counsel Inc | 676 | $247.3K | 0.04% | −93−12.1% | Reduced |
| Cascade Investment Group, Inc. | 677 | $247.7K | 0.26% | +677 | New |
| Beese Fulmer Investment Management, Inc. | 678 | $248.0K | 0.03% | −7−1.0% | Reduced |
| Cooper Financial Group | 679 | $248.4K | 0.08% | −93−12.0% | Reduced |
| Traverso Chambers Private Wealth Management, LLC | 679 | $248.4K | 0.07% | 00.0% | Unchanged |
| Detalus Advisors, LLC | 680 | $248.6K | 0.12% | +680 | New |
| Karpus Management, Inc. | 680 | $248.8K | 0.01% | 00.0% | Unchanged |
| Endowment Wealth Management, Inc. | 681 | $249.2K | 0.27% | +7+1.0% | Added |
| Milestone Asset Management, LLC | 729 | $249.5K | 0.15% | +729 | New |
| Inspirion Wealth Advisors, LLC | 683 | $249.8K | 0.05% | +2+0.3% | Added |
| Vicus Capital | 684 | $250.2K | 0.03% | −261−27.6% | Reduced |
| First Affirmative Financial Network | 684 | $250.2K | 0.30% | −12−1.7% | Reduced |
| Park Edge Advisors, LLC | 684 | $250.2K | 0.11% | +684 | New |
| New Republic Capital, LLC | 687 | $251.3K | 0.20% | +687 | New |
| St. Louis Trust Co | 687 | $251.3K | 0.05% | +687 | New |
| Forte Capital LLC | 688 | $251.9K | 0.04% | +688 | New |
| Barnes Pettey Financial Advisors, LLC | 689 | $252.1K | 0.26% | −161−18.9% | Reduced |
| Secure Asset Management, LLC | 691 | $252.9K | 0.09% | −14−2.0% | Reduced |
| Aspen Investment Management Inc | 692 | $253.0K | 0.17% | −14−2.0% | Reduced |
| Resurgent Financial Advisors LLC | 698 | $255.4K | 0.14% | −40−5.4% | Reduced |
| Midwest Professional Planners, LTD. | 698 | $255.4K | 0.14% | −22−3.1% | Reduced |
| Tranquility Partners, LLC | 699 | $255.7K | 0.13% | +8+1.2% | Added |
| Goodwin Daniel L | 700 | $256.1K | 0.13% | 00.0% | Unchanged |
| Old Mission Investment Co LLC | 700 | $256.1K | 0.11% | 00.0% | Unchanged |
| Hoertkorn Richard Charles | 700 | $256.1K | 0.14% | 00.0% | Unchanged |
| Phocas Financial Corp. | 700 | $256.1K | 0.04% | +700 | New |
| Machina Capital S.A.S. | 700 | $256.1K | 0.47% | +700 | New |
| JB Capital LLC | 701 | $256.5K | 0.03% | −12−1.7% | Reduced |
| Greenfield Savings Bank | 704 | $257.6K | 0.17% | −25−3.4% | Reduced |
| Lodestar Private Asset Management LLC | 705 | $258.0K | 0.05% | +705 | New |
| Aspiriant, LLC | 707 | $258.6K | 0.01% | +707 | New |
| Duncker Streett & Co Inc | 707 | $258.7K | 0.06% | 00.0% | Unchanged |
| Avion Wealth | 803 | $259.0K | 0.08% | 00.0% | Unchanged |
| Ssi Investment Management LLC | 708 | $259.0K | 0.02% | +708 | New |
| Castle Rock Wealth Management, LLC | 745 | $259.3K | 0.12% | +745 | New |
| Evanson Asset Management, LLC | 710 | $259.7K | 0.03% | −279−28.2% | Reduced |
| Horan Capital Advisors, LLC. | 713 | $260.8K | 0.11% | 00.0% | Unchanged |
| Westmount Partners, LLC | 715 | $261.7K | 0.14% | +715 | New |
| Compton Wealth Advisory Group, LLC | 716 | $261.8K | 0.10% | 00.0% | Unchanged |
| Signature Wealth Management Group | 716 | $261.9K | 0.13% | −31−4.1% | Reduced |
| Kinloch Capital, LLC | 716 | $262.0K | 0.15% | −11−1.5% | Reduced |
| J2 Capital Management Inc | 717 | $262.3K | 0.45% | −449−38.5% | Reduced |
| Red Door Wealth Management, LLC | 718 | $262.8K | 0.09% | +3+0.4% | Added |
| McAdam, LLC | 951 | $263.0K | 0.03% | +72+8.2% | Added |
| Cowa, LLC | 719 | $263.0K | 0.16% | 00.0% | Unchanged |
| Kavar Capital Partners Group, LLC | 720 | $263.4K | 0.06% | +60+9.1% | Added |
| Trail Ridge Investment Advisors, LLC | 721 | $263.8K | 0.18% | −30−4.0% | Reduced |
| Dock Street Asset Management Inc | 721 | $263.8K | 0.06% | 00.0% | Unchanged |
| Advanced Asset Management Advisors Inc | 723 | $264.6K | 0.07% | 00.0% | Unchanged |
| Gsa Capital Partners LLP | 723 | $265.0K | 0.03% | +723 | New |
| SOA Wealth Advisors, LLC. | 725 | $265.3K | 0.07% | +115+18.9% | Added |
| Auxier Asset Management | 726 | $265.6K | 0.05% | 00.0% | Unchanged |
| Aurora Private Wealth, Inc. | 730 | $267.0K | 0.31% | +27+3.8% | Added |
| Wealthstream Advisors, Inc. | 734 | $268.5K | 0.18% | −6−0.8% | Reduced |
| Ashford Capital Management Inc | 735 | $268.9K | 0.04% | 00.0% | Unchanged |
| Kaye Capital Management | 735 | $269.0K | 0.14% | +735 | New |
| Bank of Stockton | 735 | $269.0K | 0.09% | +735 | New |
| Morling Financial Advisors, LLC | 737 | $269.6K | 0.34% | −92−11.1% | Reduced |
| Griffin Asset Management, Inc. | 737 | $269.6K | 0.04% | +737 | New |
| Southland Equity Partners LLC | 737 | $269.8K | 0.10% | 00.0% | Unchanged |
| Lockerman Financial Group, Inc. | 740 | $270.8K | 0.79% | −88−10.6% | Reduced |
| Alpine Woods Capital Investors, LLC | 740 | $271.0K | 0.04% | −60−7.5% | Reduced |
| Alaethes Wealth LLC | 741 | $271.0K | 0.19% | −4,553−86.0% | Reduced |
| Founders Financial Securities LLC | 743 | $271.8K | 0.04% | −46−5.8% | Reduced |
| Northern Capital Management, Inc. | 743 | $271.8K | 0.26% | 00.0% | Unchanged |
| Planning Center, Inc. | 743 | $271.8K | 0.08% | +743 | New |
| Palisade Capital Management LLC | 745 | $272.6K | 0.01% | 00.0% | Unchanged |
| Montag & Caldwell, LLC | 746 | $272.9K | 0.04% | 00.0% | Unchanged |
| River Wealth Advisors LLC | 747 | $273.4K | 0.05% | +747 | New |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 748 | $273.6K | 0.08% | +748 | New |
| Silver Oak Advisory Group, Inc. | 749 | $274.0K | 0.19% | −250−25.0% | Reduced |
| Missouri Trust & Investment Co | 750 | $274.0K | 0.16% | +300+66.7% | Added |
| Pasadena Private Wealth, LLC | 751 | $274.7K | 0.08% | −24−3.1% | Reduced |
| Source Financial Advisors LLC | 751 | $274.7K | 0.10% | +43+6.1% | Added |
| Gemmer Asset Management LLC | 753 | $275.5K | 0.04% | 00.0% | Unchanged |
| Piscataqua Savings Bank | 754 | $275.8K | 0.23% | 00.0% | Unchanged |
| Capital Directions Investment Advisors, LLC | 754 | $275.8K | 0.10% | +754 | Added |
| Rebalance, LLC | 756 | $276.6K | 0.03% | +756 | New |
| Northern Financial Advisors Inc | 757 | $276.9K | 0.31% | +757 | New |
| Northwest Wealth Management, LLC | 758 | $277.3K | 0.12% | −397−34.4% | Reduced |