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 $942.8B 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 | 4,644 | $942.8B |
| 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 |
|---|---|---|---|---|---|
| Delta Asset Management LLC | 758 | $277.4K | 0.03% | +25+3.4% | Added |
| TFB Advisors LLC | 760 | $278.0K | 0.23% | +760 | New |
| Petrus Trust Company, LTA | 766 | $280.2K | 0.04% | +766 | New |
| Campbell Wealth Management | 770 | $282.0K | 0.04% | −4−0.5% | Reduced |
| McGlone Suttner Wealth Management, Inc. | 776 | $283.9K | 0.09% | +776 | New |
| Aprio Wealth Management, LLC | 776 | $283.9K | 0.10% | −97−11.1% | Reduced |
| Two Sigma Securities, LLC | 778 | $284.6K | 0.04% | −1,149−59.6% | Reduced |
| Waypoint Wealth Partners Inc. | 782 | $286.1K | 0.11% | +782 | New |
| Farther Finance Advisors, LLC | 782 | $286.1K | 0.11% | +782 | New |
| TBH Global Asset Management, LLC | 783 | $286.5K | 0.07% | −100−11.3% | Reduced |
| Ballast Advisors LLC | 785 | $287.2K | 0.13% | −120−13.3% | Reduced |
| Murphy Pohlad Asset Management LLC | 786 | $287.6K | 0.12% | 00.0% | Unchanged |
| Middleton & Co Inc | 787 | $287.9K | 0.04% | 00.0% | Unchanged |
| O'Rourke & Company, Inc | 787 | $288.0K | 0.23% | +787 | New |
| Crewe Advisors LLC | 790 | $289.0K | 0.05% | −242−23.4% | Reduced |
| McCarthy Asset Management, Inc. | 792 | $289.6K | 0.20% | 00.0% | Unchanged |
| Oxbow Advisors, LLC | 793 | $290.1K | 0.05% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 793 | $290.2K | 0.10% | 00.0% | Unchanged |
| Phillips Wealth Planners LLC | 829 | $290.5K | 0.51% | +829 | New |
| Security National Bank | 797 | $291.6K | 0.08% | −269−25.2% | Reduced |
| PrairieView Partners, LLC | 800 | $292.0K | 0.04% | +200+33.3% | Added |
| WT Wealth Management | 800 | $292.7K | 0.14% | −75−8.6% | Reduced |
| Hobart Private Capital, LLC | 800 | $292.7K | 0.20% | 00.0% | Unchanged |
| Diamant Asset Management, Inc. | 800 | $292.7K | 0.26% | +800 | New |
| AFS Financial Group, LLC | 800 | $292.7K | 0.21% | +800 | New |
| Motive Wealth Advisors | 801 | $293.0K | 0.22% | +91+12.8% | Added |
| Twelve Points Wealth Management LLC | 802 | $293.4K | 0.20% | +2+0.3% | Added |
| WealthBridge Capital Management, LLC | 803 | $293.7K | 0.12% | +803 | New |
| Great Waters Wealth Management | 841 | $294.3K | 0.06% | +841 | New |
| Paulson Wealth Management Inc. | 805 | $294.5K | 0.14% | 00.0% | Unchanged |
| First National Bank | 809 | $296.0K | 0.25% | −40−4.7% | Reduced |
| Echo45 Advisors LLC | 811 | $296.7K | 0.27% | +67+9.0% | Added |
| Callan Capital, LLC | 812 | $297.1K | 0.04% | +812 | New |
| Cardinal Strategic Wealth Guidance | 815 | $298.2K | 0.14% | −40−4.7% | Reduced |
| VisionPoint Advisory Group, LLC | 853 | $298.9K | 0.12% | −215−20.1% | Reduced |
| TSFG, LLC | 817 | $299.0K | 0.12% | +161+24.5% | Added |
| IPG Investment Advisors LLC | 820 | $300.0K | 0.08% | +820 | New |
| W.H. Cornerstone Investments Inc. | 830 | $300.3K | 0.29% | +2+0.2% | Added |
| Sunburst Financial Group, LLC | 822 | $300.6K | 0.12% | +68+9.0% | Added |
| Ethos Financial Group, LLC | 822 | $300.7K | 0.10% | +822 | New |
| Garrett Investment Advisors LLC | 822 | $300.8K | 0.05% | 00.0% | Unchanged |
| Midwest Heritage Bank, FSB | 826 | $302.2K | 0.29% | 00.0% | Unchanged |
| SS&H Financial Advisors, Inc. | 826 | $302.2K | 0.14% | 00.0% | Unchanged |
| Nexus Investment Management ULC | 826 | $302.2K | 0.03% | +826 | New |
| Sculati Wealth Management, LLC | 830 | $304.0K | 0.17% | −70−7.8% | Reduced |
| Cutter & CO Brokerage, Inc. | 831 | $304.0K | 0.10% | −20−2.4% | Reduced |
| Virtus Investment Advisers, Inc. | 836 | $305.8K | 0.20% | 00.0% | Unchanged |
| Sterling Financial Planning, Inc. | 837 | $306.2K | 0.18% | −14−1.6% | Reduced |
| L.M. Kohn & Company | 838 | $306.7K | 0.14% | +189+29.1% | Added |
| Cardiff Park Advisors, LLC | 843 | $308.4K | 0.04% | −4−0.5% | Reduced |
| UMA Financial Services, Inc. | 895 | $310.0K | 0.08% | 00.0% | Unchanged |
| Wedgewood Investors Inc | 849 | $310.6K | 0.41% | +849 | New |
| Ridgecrest Wealth Partners, LLC | 850 | $311.0K | 0.24% | −200−19.0% | Reduced |
| Northstar Asset Management LLC | 850 | $311.0K | 0.10% | 00.0% | Unchanged |
| Simon Quick Advisors, LLC | 852 | $311.5K | 0.04% | +852 | New |
| Lakewood Asset Management LLC | 852 | $312.0K | 0.25% | +852 | New |
| Adell Harriman & Carpenter Inc | 857 | $313.5K | 0.04% | −200−18.9% | Reduced |
| Ellis Investment Partners, LLC | 857 | $313.6K | 0.09% | −15−1.7% | Reduced |
| Headinvest, LLC | 858 | $313.9K | 0.07% | −50−5.5% | Reduced |
| Thrive Wealth Management, LLC | 858 | $313.9K | 0.09% | −266−23.7% | Reduced |
| Garde Capital, Inc. | 857 | $314.0K | 0.04% | 00.0% | Unchanged |
| Inscription Capital, LLC | 859 | $314.3K | 0.11% | 00.0% | Unchanged |
| CWS Financial Advisors, LLC | 1,688 | $315.0K | 0.14% | +5+0.3% | Added |
| Parnassus Investments | 862 | $315.4K | 0.00% | +862 | New |
| Fermata Advisors, LLC | 860 | $315.9K | 0.09% | −30−3.4% | Reduced |
| Emerald Advisers, LLC | 864 | $316.1K | 0.02% | −21−2.4% | Reduced |
| Dean Investment Associates, LLC | 870 | $318.3K | 0.05% | 00.0% | Unchanged |
| Obermeyer Wood Investment Counsel, LLLP | 870 | $318.3K | 0.02% | 00.0% | Unchanged |
| Alliance Wealth Advisors, LLC | 871 | $318.6K | 0.27% | 00.0% | Unchanged |
| United Community Bank | 872 | $319.0K | 0.31% | +170+24.2% | Added |
| Triumph Capital Management | 876 | $320.5K | 0.17% | +876 | New |
| Wealth Advisors of Iowa, LLC | 876 | $320.6K | 0.26% | +1+0.1% | Added |
| WC Walker & Associates, Inc. | 976 | $321.1K | 0.17% | +93+10.5% | Added |
| Baron Silver Stevens Financial Advisors, LLC | 879 | $321.4K | 0.08% | +879 | New |
| Dudley Capital Management, LLC | 879 | $321.6K | 0.24% | +879 | New |
| MBL Wealth, LLC | 881 | $322.0K | 0.06% | +71+8.8% | Added |
| Farmers & Merchants Trust Co of Chambersburg PA | 886 | $324.0K | 0.22% | 00.0% | Unchanged |
| Strategic Advisors LLC | 887 | $324.4K | 0.07% | +53+6.4% | Added |
| Howe & Rusling Inc | 889 | $325.2K | 0.04% | +21+2.4% | Added |
| Avaii Wealth Management, LLC | 890 | $325.4K | 0.29% | +14+1.6% | Added |
| Callahan Advisors, LLC | 890 | $325.6K | 0.04% | +90+11.3% | Added |
| Phillips Financial Management, LLC | 892 | $326.2K | 0.03% | +233+35.4% | Added |
| Juncture Wealth Strategies, LLC | 892 | $326.3K | 0.16% | −35−3.8% | Reduced |
| Aspen Grove Capital, LLC | 893 | $326.7K | 0.15% | +893 | New |
| Greenhouse Wealth Management, LLC | 893 | $326.7K | 0.33% | +40+4.7% | Added |
| Carolinas Wealth Consulting LLC | 41,679 | $326.8K | 0.07% | +10.0% | Added |
| GeoWealth Management, LLC | 892 | $327.0K | 0.03% | −1,554−63.5% | Reduced |
| ERn Financial, LLC | 896 | $327.9K | 0.07% | +65+7.8% | Added |
| Fairhaven Wealth Management, LLC | 898 | $328.5K | 0.14% | −8−0.9% | Reduced |
| S. R. Schill & Associates | 899 | $328.9K | 0.16% | 00.0% | Unchanged |
| Peloton Wealth Strategists | 900 | $329.0K | 0.16% | 00.0% | Unchanged |
| Bluefin Capital Management, LLC | 900 | $329.3K | 0.06% | −1,100−55.0% | Reduced |
| Benin Management CORP | 900 | $329.3K | 0.13% | 00.0% | Unchanged |
| Nikulski Financial, Inc. | 900 | $329.3K | 0.16% | 00.0% | Unchanged |
| DeDora Capital, Inc. | 901 | $329.8K | 0.16% | −180−16.7% | Reduced |
| Greenwood Gearhart Inc | 910 | $332.9K | 0.05% | −19−2.0% | Reduced |
| Colonial River Wealth Management, LLC | 915 | $334.7K | 0.21% | +248+37.2% | Added |
| Key Client Fiduciary Advisors, LLC | 920 | $336.4K | 0.23% | +281+44.0% | Added |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 920 | $336.6K | 0.07% | +920 | New |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 985 | $337.0K | 0.15% | −100−9.2% | Reduced |