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 |
|---|---|---|---|---|---|
| Nvest Financial, LLC | 1,555 | $569.0K | 0.71% | −201−11.4% | Reduced |
| Keystone Financial Group | 1,558 | $570.0K | 0.11% | +160+11.4% | Added |
| DGS Capital Management, LLC | 1,559 | $570.2K | 0.37% | +116+8.0% | Added |
| Sterling Manor Financial, LLC | 1,560 | $570.7K | 0.63% | 00.0% | Unchanged |
| Paragon Capital Management Ltd | 1,562 | $571.6K | 0.15% | −53−3.3% | Reduced |
| Athena Investment Management | 1,563 | $571.8K | 0.42% | −57−3.5% | Reduced |
| Court Place Advisors, LLC | 1,563 | $571.8K | 0.21% | 00.0% | Unchanged |
| Benedetti & Gucer, Inc. | 1,564 | $572.0K | 0.42% | +638+68.9% | Added |
| LWM Advisory Services, LLC | 1,566 | $572.9K | 0.63% | −239−13.2% | Reduced |
| Bank of the West | 1,566 | $572.9K | 0.07% | −63−3.9% | Reduced |
| Jacobson & Schmitt Advisors, LLC | 1,775 | $574.0K | 0.18% | 00.0% | Unchanged |
| Pacific Sage Partners, LLC | 1,569 | $574.0K | 0.19% | +1,569 | New |
| MJP Associates Inc | 1,572 | $575.1K | 0.17% | +503+47.1% | Added |
| Forbes J M & Co LLP | 1,579 | $578.0K | 0.08% | −33−2.0% | Reduced |
| Sky Investment Group LLC | 1,579 | $578.0K | 0.14% | −15−0.9% | Reduced |
| Jmac Enterprises LLC | 1,580 | $578.0K | 0.16% | 00.0% | Unchanged |
| XML Financial, LLC | 1,583 | $579.0K | 0.07% | +30+1.9% | Added |
| Occidental Asset Management, LLC | 1,583 | $579.1K | 0.16% | +40+2.6% | Added |
| Heritage Financial Services, LLC | 1,590 | $581.7K | 0.15% | +670+72.8% | Added |
| Dividend Assets Capital, LLC | 1,591 | $582.0K | 0.12% | 00.0% | Unchanged |
| McLean Asset Management Corp | 1,596 | $584.0K | 0.20% | +96+6.4% | Added |
| Hudson Value Partners, LLC | 1,597 | $584.2K | 0.36% | −100−5.9% | Reduced |
| Prescott Group Capital Management, L.L.C. | 1,600 | $585.0K | 0.13% | 00.0% | Unchanged |
| Clarus Group, Inc. | 1,600 | $585.3K | 0.51% | 00.0% | Unchanged |
| Intact Investment Management Inc. | 1,600 | $585.3K | 0.03% | +600+60.0% | Added |
| Live Oak Private Wealth LLC | 1,601 | $585.7K | 0.12% | 00.0% | Unchanged |
| Cox Capital Mgt LLC | 1,603 | $586.4K | 0.38% | +3+0.2% | Added |
| Ted Buchan & Co | 1,603 | $586.4K | 0.54% | +1,603 | New |
| ProVise Management Group, LLC | 1,606 | $587.7K | 0.06% | +881+121.5% | Added |
| Texas Capital Bancshares Inc | 1,608 | $588.3K | 0.41% | +1,608 | New |
| Cypress Wealth Services, LLC | 1,609 | $588.8K | 0.19% | +36+2.3% | Added |
| Redwood Wealth Management Group, LLC | 1,610 | $588.9K | 0.73% | +1,610 | New |
| Voya Financial Advisors, Inc. | 1,608 | $590.2K | 0.08% | +199+14.1% | Added |
| Legacy Advisors, LLC | 1,614 | $590.3K | 0.11% | +86+5.6% | Added |
| Clear Street Markets LLC | 1,616 | $591.0K | 0.12% | −3,447−68.1% | Reduced |
| Intrua Financial, LLC | 1,686 | $591.9K | 0.14% | +267+18.8% | Added |
| Wealth Management Partners, LLC | 2,000 | $592.7K | 0.49% | 00.0% | Unchanged |
| Destination Wealth Management | 1,621 | $593.1K | 0.02% | 00.0% | Unchanged |
| Hartford Funds Management Co LLC | 1,624 | $594.1K | 0.06% | +8+0.5% | Added |
| EagleClaw Capital Managment, LLC | 1,625 | $594.5K | 0.14% | +975+150.0% | Added |
| Global Trust Asset Management, LLC | 1,627 | $595.2K | 0.30% | +450+38.2% | Added |
| Fairfield, Bush & Co. | 1,627 | $595.2K | 0.39% | +635+64.0% | Added |
| North Point Portfolio Managers Corp | 1,629 | $596.0K | 0.10% | 00.0% | Unchanged |
| Westbourne Investment Advisors, Inc. | 1,633 | $597.0K | 0.30% | −133−7.5% | Reduced |
| Heritage Wealth Advisors | 1,632 | $597.1K | 0.03% | −207−11.3% | Reduced |
| McRae Capital Management Inc | 1,636 | $598.5K | 0.18% | −125−7.1% | Reduced |
| Nadler Financial Group, Inc. | 1,640 | $600.0K | 0.10% | +70+4.5% | Added |
| CarsonAllaria Wealth Management, Ltd. | 1,639 | $600.0K | 0.53% | +1,145+231.8% | Added |
| Birchcreek Wealth Management, LLC | 1,642 | $600.7K | 0.53% | 00.0% | Unchanged |
| Wilkins Investment Counsel Inc | 1,650 | $604.0K | 0.16% | 00.0% | Unchanged |
| US Asset Management LLC | 1,655 | $605.0K | 0.65% | +1,655 | New |
| Mill Capital Management, LLC | 1,658 | $606.6K | 0.07% | 00.0% | Unchanged |
| Sage Mountain Advisors LLC | 1,664 | $608.8K | 0.14% | +54+3.4% | Added |
| FC Advisory LLC | 1,665 | $609.2K | 0.29% | 00.0% | Unchanged |
| Kellett Schaffner Wealth Advisors LLC | 1,668 | $610.2K | 0.59% | 00.0% | Unchanged |
| Jackson Creek Investment Advisors LLC | 1,673 | $612.0K | 0.27% | −389−18.9% | Reduced |
| Compagnie Lombard Odier SCmA | 1,675 | $612.0K | 0.02% | +795+90.3% | Added |
| Integrity Advisory, LLC | 1,677 | $613.4K | 0.56% | −87−4.9% | Reduced |
| Bell Bank | 1,690 | $618.3K | 0.07% | +1+0.1% | Added |
| Baader Bank INC | 1,700 | $621.9K | 0.06% | −2,740−61.7% | Reduced |
| Gyroscope Capital Management Group, LLC | 1,700 | $621.9K | 0.19% | 00.0% | Unchanged |
| Financial Enhancement Group LLC | 1,826 | $622.2K | 0.12% | −125−6.4% | Reduced |
| One Capital Management, LLC | 1,704 | $623.4K | 0.03% | +7+0.4% | Added |
| Mosaic Family Wealth Partners, LLC | 1,706 | $624.0K | 0.18% | +1,706 | New |
| World Equity Group, Inc. | 1,716 | $627.6K | 0.15% | +18+1.1% | Added |
| First Command Bank | 1,726 | $631.0K | 0.08% | +17+1.0% | Added |
| First Command Financial Services, Inc. | 1,726 | $631.0K | 0.08% | +17+1.0% | Added |
| Nations Financial Group Inc, | 1,728 | $632.3K | 0.07% | −46−2.6% | Reduced |
| Drake & Associates, LLC | 1,733 | $634.1K | 0.34% | +83+5.0% | Added |
| OneAscent Wealth Management LLC | 1,735 | $635.0K | 0.30% | −155−8.2% | Reduced |
| Astoria Portfolio Advisors LLC. | 1,835 | $635.2K | 0.30% | −35−1.9% | Reduced |
| True Link Financial Advisors, LLC | 1,739 | $636.2K | 0.09% | −45−2.5% | Reduced |
| MSH Capital Advisors LLC | 1,742 | $637.3K | 0.29% | −84−4.6% | Reduced |
| Omnia Family Wealth, LLC | 1,745 | $638.4K | 0.52% | 00.0% | Unchanged |
| 3Chopt Investment Partners, LLC | 1,748 | $639.5K | 0.35% | +1,748 | New |
| S.A. Mason LLC | 1,751 | $640.6K | 0.48% | 00.0% | Unchanged |
| Fidelis Capital Partners, LLC | 1,833 | $641.2K | 0.76% | +1,833 | New |
| Johnson Financial Group, Inc. | 1,753 | $641.3K | 0.05% | +59+3.5% | Added |
| Winthrop Advisory Group LLC | 1,756 | $642.3K | 0.12% | −1−0.1% | Reduced |
| Insight Advisors, LLC | 1,761 | $642.7K | 0.22% | +552+45.7% | Added |
| Alpha Family Trust | 1,770 | $647.5K | 0.58% | +750+73.5% | Added |
| Relative Value Partners Group, LLC | 1,774 | $649.0K | 0.05% | +538+43.5% | Added |
| Cedar Brook Financial Partners, LLC | 1,777 | $650.2K | 0.18% | −140−7.3% | Reduced |
| Wealth Alliance Advisory Group, LLC | 1,778 | $650.5K | 0.25% | +100+6.0% | Added |
| Investors Research Corp | 1,780 | $651.2K | 0.18% | 00.0% | Unchanged |
| Balboa Wealth Partners | 1,785 | $652.9K | 0.29% | +682+61.8% | Added |
| Blue Chip Partners, Inc. | 1,791 | $655.2K | 0.08% | −37−2.0% | Reduced |
| Diversified, LLC | 1,795 | $656.7K | 0.26% | +1,047+140.0% | Added |
| Cubic Asset Management, LLC | 1,795 | $656.7K | 0.19% | 00.0% | Unchanged |
| LBMC Investment Advisors, LLC | 1,800 | $658.5K | 0.07% | −53−2.9% | Reduced |
| Gateway Advisory, LLC | 1,801 | $659.0K | 0.17% | +46+2.6% | Added |
| FinTrust Capital Advisors, LLC | 1,801 | $659.0K | 0.16% | −63−3.4% | Reduced |
| Deuterium Capital Management, LLC | 1,803 | $659.6K | 1.97% | +870+93.2% | Added |
| SYSTM Wealth Solutions LLC | 1,821 | $666.1K | 0.08% | +1,821 | New |
| PSI Advisors, LLC | 1,823 | $666.9K | 0.35% | +16+0.9% | Added |
| E Fund Management Co., Ltd. | 1,823 | $667.0K | 0.06% | −184−9.2% | Reduced |
| Nicolet Bankshares Inc | 1,824 | $667.3K | 0.23% | −1,843−50.3% | Reduced |
| JGP Wealth Management, LLC | 1,825 | $667.7K | 0.12% | −169−8.5% | Reduced |
| Brave Asset Management Inc | 1,826 | $668.0K | 0.23% | 00.0% | Unchanged |
| Horizon Investment Services, LLC | 1,826 | $668.0K | 0.48% | +185+11.3% | Added |