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 |
|---|---|---|---|---|---|
| Joule Financial, LLC | 922 | $337.3K | 0.22% | −103−10.0% | Reduced |
| Rock Creek Group, LP | 922 | $337.3K | 0.04% | +286+45.0% | Added |
| Capstone Investment Advisors, LLC | 926 | $338.8K | 0.01% | +926 | New |
| St Germain D J Co Inc | 2,728 | $339.4K | 0.11% | +866+46.5% | Added |
| Beverly Hills Private Wealth, LLC | 928 | $339.5K | 0.15% | +928 | New |
| Cora Capital Advisors LLC | 930 | $340.3K | 0.23% | +930 | New |
| Apella Capital, LLC | 932 | $341.0K | 0.03% | +932 | New |
| Vantage Financial Partners Ltd., Inc. | 935 | $342.1K | 0.20% | 00.0% | Unchanged |
| Capital City Trust Co | 939 | $343.5K | 0.11% | +85+10.0% | Added |
| Eaton Financial Holdings Company, LLC | 940 | $343.9K | 0.29% | +940 | New |
| O'Brien Greene & Co. Inc | 940 | $344.0K | 0.13% | −1,925−67.2% | Reduced |
| Centurion Wealth Management LLC | 943 | $345.0K | 0.19% | +943 | New |
| Paragon Private Wealth Management, LLC | 946 | $346.1K | 0.31% | 00.0% | Unchanged |
| Little House Capital LLC | 947 | $346.4K | 0.17% | +947 | New |
| Howard Capital Management Group, LLC | 948 | $347.0K | 0.04% | 00.0% | Unchanged |
| Cribstone Capital Management, LLC | 950 | $347.5K | 0.20% | −5−0.5% | Reduced |
| Sandbox Financial Partners, LLC | 953 | $348.8K | 0.24% | +213+28.8% | Added |
| Plotkin Financial Advisors, LLC | 954 | $349.0K | 0.35% | 00.0% | Unchanged |
| PRW Wealth Management LLC | 959 | $350.8K | 0.15% | −39−3.9% | Reduced |
| Stevard, LLC | 960 | $351.2K | 0.30% | 00.0% | Unchanged |
| One + One Wealth Management, LLC | 960 | $351.2K | 0.25% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 961 | $351.4K | 0.12% | +254+35.9% | Added |
| FSM Wealth Advisors, LLC | 962 | $351.9K | 0.25% | −78−7.5% | Reduced |
| Franklin Street Advisors Inc | 962 | $352.0K | 0.03% | −340−26.1% | Reduced |
| Beacon Financial Group | 964 | $353.0K | 0.05% | 00.0% | Unchanged |
| YorkBridge Wealth Partners, LLC | 965 | $353.0K | 0.09% | +28+3.0% | Added |
| Zhang Financial LLC | 967 | $353.8K | 0.05% | −21−2.1% | Reduced |
| Janney Capital Management LLC | 969 | $354.0K | 0.03% | −2−0.2% | Reduced |
| Coastal Bridge Advisors, LLC | 970 | $354.9K | 0.10% | 00.0% | Unchanged |
| ASB Consultores, LLC | 971 | $355.2K | 0.15% | +169+21.1% | Added |
| Charter Oak Capital Management, LLC | 972 | $355.5K | 0.05% | +101+11.6% | Added |
| Soltis Investment Advisors LLC | 972 | $355.6K | 0.05% | +81+9.1% | Added |
| Sittner & Nelson, LLC | 977 | $357.4K | 0.22% | +1+0.1% | Added |
| Field & Main Bank | 979 | $358.1K | 0.23% | +110+12.7% | Added |
| HBW Advisory Services LLC | 982 | $359.0K | 0.10% | +982 | New |
| Beacon Financial Strategies CORP | 982 | $359.4K | 0.33% | −61−5.8% | Reduced |
| Running Point Capital Advisors, LLC | 986 | $360.7K | 0.22% | +22+2.3% | Added |
| Tarbox Family Office, Inc. | 990 | $362.2K | 0.08% | −9−0.9% | Reduced |
| Sanford Advisory Services, LLC | 995 | $364.0K | 0.09% | 00.0% | Unchanged |
| Elevated Capital Advisors, LLC | 998 | $365.1K | 0.14% | +998 | New |
| Mascoma Wealth Management LLC | 999 | $365.5K | 0.12% | 00.0% | Unchanged |
| Montgomery Investment Management Inc | 1,000 | $365.8K | 0.13% | 00.0% | Unchanged |
| Searle & Co. | 1,000 | $365.8K | 0.12% | 00.0% | Unchanged |
| Cacti Asset Management LLC | 1,000 | $365.8K | 0.04% | 00.0% | Unchanged |
| Mendel Capital Management LLC | 1,000 | $365.8K | 0.38% | 00.0% | Unchanged |
| Doheny Asset Management | 1,000 | $366.0K | 0.42% | 00.0% | Unchanged |
| Zullo Investment Group, Inc. | 1,003 | $366.9K | 0.22% | +7+0.7% | Added |
| Concorde Asset Management, LLC | 1,009 | $369.2K | 0.33% | −1−0.1% | Reduced |
| Intelligence Driven Advisers, LLC | 1,019 | $369.8K | 0.07% | +5+0.5% | Added |
| Family Firm, Inc. | 1,013 | $370.7K | 0.11% | +2+0.2% | Added |
| RKL Wealth Management LLC | 1,013 | $370.7K | 0.05% | −21−2.0% | Reduced |
| Lantz Financial LLC | 1,016 | $371.7K | 0.17% | 00.0% | Unchanged |
| Talisman Wealth Advisors LLC | 1,016 | $372.0K | 0.79% | +1,016 | New |
| Advisor OS, LLC | 1,019 | $372.9K | 0.10% | +148+17.0% | Added |
| LaSalle St. Investment Advisors, LLC | 1,020 | $373.0K | 0.18% | +1,020 | New |
| Stillwater Investment Management, LLC | 1,020 | $373.0K | 0.11% | +2+0.2% | Added |
| Aberdeen Wealth Management LLC | 1,020 | $373.2K | 0.28% | 00.0% | Unchanged |
| Donald L. Hagan, LLC | 1,020 | $373.2K | 0.23% | 00.0% | Unchanged |
| Gray Wealth Management Inc. | 1,023 | $374.1K | 0.22% | +360+54.3% | Added |
| Cheviot Value Management, LLC | 1,024 | $374.6K | 0.09% | 00.0% | Unchanged |
| Beacon Investment Advisors LLC | 1,024 | $374.6K | 0.31% | +1,024 | New |
| Revolve Wealth Partners, LLC | 1,025 | $375.0K | 0.11% | +151+17.3% | Added |
| Hemington Wealth Management | 1,028 | $376.0K | 0.16% | +17+1.7% | Added |
| Gillespie Robinson & Grimm Inc | 1,028 | $376.0K | 0.04% | +23+2.3% | Added |
| Latitude Advisors, LLC | 1,029 | $376.3K | 0.28% | −503−32.8% | Reduced |
| Wealth Effects LLC | 1,030 | $376.8K | 0.22% | +165+19.1% | Added |
| Jackson Thornton Asset Management, LLC | 1,030 | $376.8K | 0.09% | +1,030 | New |
| Columbia Trust Co 01012016 | 1,031 | $377.2K | 0.21% | −55−5.1% | Reduced |
| Private Ocean, LLC | 1,032 | $377.5K | 0.05% | +23+2.3% | Added |
| Zuckerman Investment Group, LLC | 1,033 | $377.9K | 0.06% | +170+19.7% | Added |
| Aldebaran Financial Inc. | 1,037 | $379.4K | 0.42% | −125−10.8% | Reduced |
| Atom Investors LP | 1,037 | $379.4K | 0.19% | +1,037 | New |
| Albion Financial Group | 1,039 | $380.1K | 0.04% | −10−1.0% | Reduced |
| Cassia Capital Partners, LLC | 1,040 | $380.5K | 0.31% | −360−25.7% | Reduced |
| Willner & Heller, LLC | 1,043 | $381.6K | 0.54% | −27−2.5% | Reduced |
| Aviance Capital Partners, LLC | 1,047 | $382.9K | 0.09% | +263+33.5% | Added |
| TL Private Wealth | 1,100 | $384.8K | 0.22% | −100−8.3% | Reduced |
| Balyasny Asset Management LLC | 1,052 | $384.9K | 0.00% | −124,293−99.2% | Reduced |
| Eagle Strategies LLC | 1,054 | $385.9K | 0.12% | +1,054 | New |
| GEM Asset Management, LLC | 1,057 | $386.7K | 0.33% | +1,057 | New |
| Connecticut Wealth Management, LLC | 1,057 | $386.7K | 0.03% | −42−3.8% | Reduced |
| Retirement Income Solutions, Inc | 1,059 | $387.4K | 0.12% | −219−17.1% | Reduced |
| Ahrens Investment Partners LLC | 1,059 | $387.6K | 0.18% | +30+2.9% | Added |
| TrueWealth Advisors, LLC | 1,063 | $388.9K | 0.17% | 00.0% | Unchanged |
| JSF Financial, LLC | 1,064 | $389.4K | 0.15% | −201−15.9% | Reduced |
| Capital Wealth Planning, LLC | 1,067 | $390.4K | 0.01% | +21+2.0% | Added |
| Roof Eidam & Maycock | 1,070 | $391.4K | 0.14% | −430−28.7% | Reduced |
| Lee Financial Co | 1,070 | $391.4K | 0.07% | +50+4.9% | Added |
| Navis Wealth Advisors, LLC | 1,070 | $391.6K | 0.56% | 00.0% | Unchanged |
| Verus Capital Partners, LLC | 1,071 | $391.9K | 0.07% | +184+20.7% | Added |
| Smith Chas P & Associates Pa Cpas | 1,072 | $392.0K | 0.03% | −54−4.8% | Reduced |
| McDonald Partners LLC | 1,075 | $393.3K | 0.13% | 00.0% | Unchanged |
| Black Diamond Financial, LLC | 1,079 | $394.7K | 0.14% | 00.0% | Unchanged |
| Knightsbridge Asset Management, LLC | 1,079 | $395.0K | 0.07% | +282+35.4% | Added |
| Iowa State Bank | 1,084 | $397.0K | 0.10% | −111−9.3% | Reduced |
| Noesis Capital Mangement Corp | 1,084 | $397.0K | 0.11% | 00.0% | Unchanged |
| Klingman & Associates, LLC | 1,088 | $398.0K | 0.03% | +26+2.4% | Added |
| Fort, L.P. | 1,088 | $398.0K | 0.60% | +183+20.2% | Added |
| Relaxing Retirement Coach | 1,088 | $398.0K | 0.15% | +1,088 | New |
| Stillwater Capital Advisors, LLC | 1,094 | $400.2K | 0.08% | 00.0% | Unchanged |