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 |
|---|---|---|---|---|---|
| Optas, LLC | 1,094 | $400.2K | 0.17% | +52+5.0% | Added |
| M. Kraus & Co | 1,097 | $401.3K | 0.15% | +406+58.8% | Added |
| Kowal Investment Group, LLC | 1,100 | $402.4K | 0.12% | +124+12.7% | Added |
| Barrett & Company, Inc. | 1,107 | $404.8K | 0.27% | 00.0% | Unchanged |
| Quantum Financial Advisors, LLC | 1,108 | $405.3K | 0.18% | 00.0% | Unchanged |
| Segment Wealth Management, LLC | 1,108 | $405.4K | 0.05% | 00.0% | Unchanged |
| Pekin Hardy Strauss, Inc. | 1,123 | $410.8K | 0.07% | +10+0.9% | Added |
| Clear Creek Financial Management, LLC | 1,125 | $411.6K | 0.09% | +310+38.0% | Added |
| Financial Partners Group, Inc | 1,177 | $412.6K | 0.09% | −136−10.4% | Reduced |
| Financial Advisory Group | 1,130 | $413.0K | 0.09% | −279−19.8% | Reduced |
| Aurora Investment Managers, LLC. | 1,130 | $413.0K | 0.41% | 00.0% | Unchanged |
| Integrated Investment Consultants, LLC | 1,131 | $413.8K | 0.14% | +303+36.6% | Added |
| American Trust Investment Advisors, LLC | 1,133 | $414.5K | 0.26% | 00.0% | Unchanged |
| BEAM Asset Management, LLC | 1,137 | $415.9K | 0.43% | +2+0.2% | Added |
| Fortis Capital Advisors, LLC | 1,137 | $416.0K | 0.25% | +1,137 | New |
| Traphagen Investment Advisors LLC | 1,139 | $416.7K | 0.07% | +496+77.1% | Added |
| Xcel Wealth Management, LLC | 1,140 | $417.1K | 0.16% | −42−3.6% | Reduced |
| XR Securities LLC | 1,142 | $417.8K | 0.50% | −3,096−73.1% | Reduced |
| Glassman Wealth Services | 1,145 | $418.9K | 0.08% | +58+5.3% | Added |
| Vertex Planning Partners, LLC | 1,147 | $419.6K | 0.16% | +1,147 | New |
| Sterling Investment Counsel, LLC | 1,150 | $420.7K | 0.26% | −43−3.6% | Reduced |
| Northstar Group, Inc. | 1,150 | $420.7K | 0.12% | 00.0% | Unchanged |
| Fingerlakes Wealth Management, Inc. | 1,151 | $420.9K | 0.58% | +3+0.3% | Added |
| Mount Vernon Associates Inc | 1,154 | $422.0K | 0.54% | 00.0% | Unchanged |
| Delap Wealth Advisory, LLC | 1,154 | $422.2K | 0.44% | +1,154 | New |
| State of Wyoming | 1,155 | $422.5K | 0.14% | +1,154+115,400.0% | Added |
| Hoxton Planning & Management, LLC | 1,158 | $423.6K | 0.23% | +1,158 | New |
| WSFS Capital Management, LLC | 1,162 | $425.1K | 0.05% | +1,162 | New |
| Carson Advisory Inc. | 1,163 | $425.6K | 0.41% | +15+1.3% | Added |
| Salvus Wealth Management, LLC | 1,165 | $426.3K | 0.39% | 00.0% | Unchanged |
| Trust Co | 1,168 | $427.0K | 0.07% | +30+2.6% | Added |
| RMR Wealth Builders | 1,168 | $427.2K | 0.10% | +465+66.1% | Added |
| Advus Financial Partners, LLC | 1,169 | $427.8K | 0.19% | +54+4.8% | Added |
| Legacy Trust | 1,170 | $428.0K | 0.13% | +1,170 | New |
| LWMG, LLC | 1,173 | $429.3K | 0.15% | +1,173 | New |
| Peak Planning Group, LLC | 1,176 | $430.0K | 0.38% | +1+0.1% | Added |
| Triad Financial Advisors, Inc. | 1,179 | $431.5K | 0.19% | +7+0.6% | Added |
| Antonetti Capital Management LLC | 1,180 | $431.7K | 0.59% | −200−14.5% | Reduced |
| Hudock, Inc. | 1,187 | $434.3K | 0.15% | +1+0.1% | Added |
| Foster Group, Inc. | 1,188 | $434.6K | 0.03% | +155+15.0% | Added |
| Five Oceans Advisors | 1,189 | $435.0K | 0.30% | −4−0.3% | Reduced |
| Divergent Wealth Advisors, LLC | 1,189 | $435.1K | 0.11% | +1,189 | New |
| Twin Focus Capital Partners, LLC | 1,190 | $435.4K | 0.09% | −14−1.2% | Reduced |
| Pathway Financial Advisers, LLC | 1,190 | $435.9K | 0.18% | +1,190 | New |
| Lazard Freres Gestion S.A.S. | 1,195 | $438.0K | 0.02% | 00.0% | Unchanged |
| Courier Capital LLC | 1,199 | $438.5K | 0.05% | 00.0% | Unchanged |
| Renaissance Investment Group LLC | 1,200 | $439.0K | 0.13% | −400−25.0% | Reduced |
| Wimmer Associates 1, LLC | 1,200 | $439.0K | 0.29% | −40−3.2% | Reduced |
| CM Wealth Advisors LLC | 1,200 | $439.0K | 0.22% | 00.0% | Unchanged |
| CoreFirst Bank & Trust | 1,200 | $439.0K | 0.33% | 00.0% | Unchanged |
| HCR Wealth Advisors | 1,200 | $439.0K | 0.09% | +12+1.0% | Added |
| First United Bank Trust | 1,210 | $442.6K | 0.22% | 00.0% | Unchanged |
| PFG Advisors | 1,213 | $443.8K | 0.04% | +53+4.6% | Added |
| Regatta Capital Group, LLC | 1,213 | $443.8K | 0.16% | +18+1.5% | Added |
| Widmann Financial Services, Inc. | 1,214 | $444.1K | 0.46% | −60−4.7% | Reduced |
| Total Clarity Wealth Management, Inc. | 1,215 | $444.5K | 0.23% | +25+2.1% | Added |
| Washington Trust Advisors, Inc. | 1,218 | $445.6K | 0.05% | −238−16.3% | Reduced |
| GHP Investment Advisors, Inc. | 1,218 | $445.7K | 0.03% | −6−0.5% | Reduced |
| Richard W. Paul & Associates, LLC | 1,220 | $446.2K | 0.22% | +1,220 | New |
| Gladius Capital Management LP | 1,221 | $446.7K | 0.14% | −572−31.9% | Reduced |
| Tandem Wealth Advisors LLC | 1,223 | $447.4K | 0.28% | +1,223 | New |
| PBMares Wealth Management LLC | 1,224 | $447.8K | 0.18% | −408−25.0% | Reduced |
| Angeles Investment Advisors, LLC | 1,230 | $450.0K | 0.04% | +1,230 | New |
| CCM Investment Advisers LLC | 1,231 | $450.3K | 0.07% | −189−13.3% | Reduced |
| Pegasus Partners Ltd. | 1,233 | $451.1K | 0.07% | 00.0% | Unchanged |
| TrinityPoint Wealth, LLC | 1,234 | $451.4K | 0.10% | +15+1.2% | Added |
| Asahi Life Asset Management Co., Ltd. | 1,240 | $453.6K | 0.15% | −620−33.3% | Reduced |
| Bank of New Hampshire | 1,244 | $455.0K | 0.14% | +51+4.3% | Added |
| First National Bank Sioux Falls | 1,247 | $456.2K | 0.33% | 00.0% | Unchanged |
| Miller Investment Management, LP | 1,250 | $457.3K | 0.08% | 00.0% | Unchanged |
| Emfo, LLC | 1,250 | $457.3K | 0.46% | 00.0% | Unchanged |
| MBA Advisors LLC | 1,252 | $458.0K | 0.30% | 00.0% | Unchanged |
| Azzad Asset Management Inc | 1,256 | $459.5K | 0.07% | −10,757−89.5% | Reduced |
| Cedar Wealth Management, LLC | 1,259 | $460.6K | 0.23% | −410−24.6% | Reduced |
| Wealth Architects, LLC | 1,259 | $460.6K | 0.09% | −48−3.7% | Reduced |
| Tilia Fiduciary Partners, Inc. | 1,260 | $461.1K | 0.44% | −213−14.5% | Reduced |
| Excalibur Management Corp | 1,262 | $461.7K | 0.24% | 00.0% | Unchanged |
| Spartan Planning & Wealth Management | 1,265 | $462.8K | 0.58% | −86−6.4% | Reduced |
| Chemung Canal Trust Co | 1,266 | $463.0K | 0.11% | 00.0% | Unchanged |
| Portland Global Advisors LLC | 1,269 | $464.0K | 0.09% | −82−6.1% | Reduced |
| First National Bank of Hutchinson | 1,274 | $466.1K | 0.39% | −22−1.7% | Reduced |
| Delta Investment Management, LLC | 1,276 | $466.7K | 0.15% | +35+2.8% | Added |
| Arbor Trust Wealth Advisors, LLC | 1,276 | $466.8K | 0.32% | −5−0.4% | Reduced |
| FLC Capital Advisors | 1,278 | $467.5K | 0.15% | −18−1.4% | Reduced |
| Single Point Partners, LLC | 1,280 | $468.0K | 0.11% | +20+1.6% | Added |
| Ignite Planners, LLC | 1,369 | $468.3K | 0.20% | +8+0.6% | Added |
| Seascape Capital Management | 1,281 | $469.0K | 0.26% | −66−4.9% | Reduced |
| Clarus Wealth Advisors | 1,330 | $469.1K | 0.31% | +3+0.2% | Added |
| BHK Investment Advisors, LLC | 1,287 | $470.7K | 0.26% | +657+104.3% | Added |
| JJJ Advisors Inc. | 1,315 | $472.2K | 0.13% | +648+97.2% | Added |
| Intercontinental Wealth Advisors, LLC | 1,291 | $472.3K | 0.14% | 00.0% | Unchanged |
| Van Hulzen Asset Management, LLC | 1,293 | $473.0K | 0.05% | +1,293 | New |
| AlphaMark Advisors, LLC | 1,296 | $474.0K | 0.24% | −200−13.4% | Reduced |
| Provident Wealth Management, LLC | 1,296 | $474.1K | 0.28% | −16−1.2% | Reduced |
| Caliber Wealth Management, LLC | 1,299 | $475.2K | 0.36% | +1,299 | New |
| Mechanics Financial Corp | 1,300 | $476.0K | 0.28% | 00.0% | Unchanged |
| Silverlake Wealth Management LLC | 1,302 | $476.3K | 0.30% | 00.0% | Unchanged |
| First Commonwealth Financial Corp | 1,308 | $478.5K | 0.18% | −103−7.3% | Reduced |
| TCWP LLC | 1,319 | $478.7K | 0.10% | −308−18.9% | Reduced |
| Claro Advisors LLC | 1,310 | $479.2K | 0.16% | +189+16.9% | Added |