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
- 2,672
- +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
- 956 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 |
|---|---|---|---|---|---|
| Harbor Investment Advisory, LLC | 8,794 | $3.22M | 0.50% | −67−0.8% | Reduced |
| Equitable Trust Co | 8,784 | $3.21M | 0.25% | −1,079−10.9% | Reduced |
| CAPROCK Group, Inc. | 8,783 | $3.21M | 0.30% | +575+7.0% | Added |
| Quadrant Capital Group LLC | 8,772 | $3.21M | 0.36% | +278+3.3% | Added |
| SG Americas Securities, LLC | 8,745 | $3.20M | 0.05% | −12,351−58.5% | Reduced |
| Argus Investors' Counsel, Inc. | 8,735 | $3.20M | 2.56% | −134−1.5% | Reduced |
| Highview Capital Management LLC | 8,683 | $3.18M | 1.93% | +210+2.5% | Added |
| Fund Management at Engine No. 1 LLC | 8,682 | $3.18M | 0.78% | +1,099+14.5% | Added |
| Snider Financial Group | 8,659 | $3.17M | 1.75% | +8,659 | New |
| S&CO Inc | 8,645 | $3.16M | 0.28% | −15−0.2% | Reduced |
| Everett Harris & Co | 8,640 | $3.16M | 0.05% | 00.0% | Unchanged |
| FRG Family Wealth Advisors LLC | 8,623 | $3.15M | 0.75% | 00.0% | Unchanged |
| Texas Yale Capital Corp. | 8,609 | $3.15M | 0.18% | +7+0.1% | Added |
| Wintrust Investments LLC | 8,548 | $3.13M | 0.41% | +858+11.2% | Added |
| HighTower Trust Services, LTA | 8,559 | $3.13M | 0.30% | +1,166+15.8% | Added |
| Rothschild Investment Corp | 8,539 | $3.12M | 0.29% | −292−3.3% | Reduced |
| Duff & Phelps Investment Management Co | 8,498 | $3.11M | 0.04% | 00.0% | Unchanged |
| Investment Management of Virginia LLC | 8,497 | $3.11M | 0.61% | −95−1.1% | Reduced |
| Curbstone Financial Management Corp | 8,496 | $3.11M | 0.78% | −30−0.4% | Reduced |
| Jeppson Wealth Management, LLC | 8,482 | $3.10M | 1.31% | −295−3.4% | Reduced |
| Signet Investment Advisory Group, Inc. | 8,461 | $3.10M | 2.18% | −450−5.0% | Reduced |
| Woodstock Corp | 8,454 | $3.09M | 0.41% | −12−0.1% | Reduced |
| Pacific Global Investment Management CO | 8,439 | $3.09M | 0.68% | −25−0.3% | Reduced |
| Winton Group Ltd | 8,439 | $3.09M | 0.20% | +8,439 | New |
| North Star Investment Management Corp. | 8,433 | $3.09M | 0.27% | +128+1.5% | Added |
| Orion Portfolio Solutions, LLC | 8,383 | $3.07M | 0.11% | +1,578+23.2% | Added |
| Weiss Multi-Strategy Advisers LLC | 8,371 | $3.06M | 0.09% | −33,139−79.8% | Reduced |
| Jones Financial Companies LLLP | 8,364 | $3.06M | 0.01% | −120−1.4% | Reduced |
| Altfest L J & Co Inc | 8,337 | $3.05M | 0.51% | −830−9.1% | Reduced |
| Exencial Wealth Advisors, LLC | 8,325 | $3.05M | 0.17% | +3,557+74.6% | Added |
| West Oak Capital, LLC | 8,319 | $3.04M | 1.59% | −410−4.7% | Reduced |
| Alcosta Capital Management, Inc. | 8,303 | $3.04M | 3.06% | +8,303 | New |
| Douglass Winthrop Advisors, LLC | 8,297 | $3.04M | 0.08% | 00.0% | Unchanged |
| DCF Advisers, LLC | 8,250 | $3.02M | 2.33% | 00.0% | Unchanged |
| Biechele Royce Advisors | 8,226 | $3.01M | 1.23% | +52+0.6% | Added |
| Traynor Capital Management, Inc. | 8,183 | $2.99M | 0.53% | +6,004+275.5% | Added |
| Harvest Fund Management Co., Ltd | 8,164 | $2.99M | 0.77% | +796+10.8% | Added |
| Dynamic Advisor Solutions LLC | 8,144 | $2.98M | 0.20% | +2,602+47.0% | Added |
| Plimoth Trust Co LLC | 8,132 | $2.98M | 0.96% | −1,079−11.7% | Reduced |
| Keebeck Wealth Management, LLC | 8,125 | $2.97M | 0.52% | +366+4.7% | Added |
| Red Cedar Investment Management, LLC | 8,099 | $2.96M | 0.47% | +606+8.1% | Added |
| Qtron Investments LLC | 8,004 | $2.93M | 0.62% | +337+4.4% | Added |
| NBT Bank N A | 8,003 | $2.93M | 0.43% | −40−0.5% | Reduced |
| Marshall & Sullivan Inc | 8,000 | $2.93M | 1.84% | 00.0% | Unchanged |
| SageView Advisory Group, LLC | 7,967 | $2.91M | 0.24% | +7,967 | New |
| First National Corp | 7,959 | $2.91M | 0.72% | −28−0.4% | Reduced |
| Leonteq Securities AG | 7,940 | $2.90M | 0.15% | +1,853+30.4% | Added |
| Van Leeuwen & Company, LLC | 7,890 | $2.89M | 2.00% | −209−2.6% | Reduced |
| RMB Capital Management, LLC | 7,883 | $2.88M | 0.10% | +179+2.3% | Added |
| Aldebaran Capital, LLC | 7,883 | $2.88M | 2.98% | +7,883 | New |
| Mitchell McLeod Pugh & Williams Inc | 7,870 | $2.88M | 0.97% | −158−2.0% | Reduced |
| Chicago Partners Investment Group LLC | 8,466 | $2.88M | 0.18% | +931+12.4% | Added |
| Lynch & Associates | 7,827 | $2.86M | 0.75% | 00.0% | Unchanged |
| Baldwin Investment Management, LLC | 7,822 | $2.86M | 0.52% | +674+9.4% | Added |
| Richwood Investment Advisors, LLC | 7,820 | $2.86M | 2.88% | −180−2.3% | Reduced |
| Avidian Wealth Solutions, LLC | 7,816 | $2.86M | 0.19% | +462+6.3% | Added |
| Washington Trust Bank | 7,800 | $2.85M | 0.32% | +9+0.1% | Added |
| CenterBook Partners LP | 7,779 | $2.85M | 0.47% | +2,769+55.3% | Added |
| Tocqueville Asset Management L.P. | 7,746 | $2.83M | 0.05% | +54+0.7% | Added |
| Towerpoint Wealth, LLC | 7,740 | $2.83M | 1.63% | +31+0.4% | Added |
| CoreCap Advisors, LLC | 7,737 | $2.83M | 0.20% | +3,270+73.2% | Added |
| Fiduciary Group LLC | 7,676 | $2.81M | 0.37% | −286−3.6% | Reduced |
| Compton Capital Management Inc | 7,675 | $2.81M | 2.02% | −900−10.5% | Reduced |
| Simplify Asset Management Inc. | 7,652 | $2.80M | 0.47% | +616+8.8% | Added |
| Hodges Capital Management Inc. | 7,646 | $2.80M | 0.24% | +959+14.3% | Added |
| Norway Savings Bank | 7,597 | $2.78M | 1.41% | −524−6.5% | Reduced |
| Schear Investment Advisers, LLC | 7,594 | $2.78M | 3.43% | +7,594 | New |
| Bray Capital Advisors | 7,545 | $2.76M | 0.86% | 00.0% | Unchanged |
| Boenning & Scattergood, Inc. | 9,624 | $2.76M | 0.44% | −916−8.7% | Reduced |
| Capital Investment Advisory Services, LLC | 7,529 | $2.75M | 0.33% | +332+4.6% | Added |
| PKO Investment Management Joint-Stock Co | 7,500 | $2.74M | 0.40% | −1,000−11.8% | Reduced |
| Trust Co of Vermont | 7,482 | $2.74M | 0.20% | +293+4.1% | Added |
| EFG Asset Management (North America) Corp. | 7,435 | $2.73M | 0.61% | −145−1.9% | Reduced |
| J.W. Cole Advisors, Inc. | 7,456 | $2.73M | 0.21% | −152−2.0% | Reduced |
| Crawford Investment Counsel Inc | 7,447 | $2.72M | 0.06% | −116−1.5% | Reduced |
| Apollon Wealth Management, LLC | 7,379 | $2.70M | 0.19% | +107+1.5% | Added |
| Perfromance Wealth Partners, LLC | 7,362 | $2.69M | 0.16% | +2,574+53.8% | Added |
| BOS Asset Management, LLC | 7,348 | $2.69M | 2.40% | +7,348 | New |
| Vision Capital Management, Inc. | 7,330 | $2.68M | 0.51% | 00.0% | Unchanged |
| Eagle Rock Investment Company, LLC | 7,440 | $2.68M | 0.62% | −350−4.5% | Reduced |
| Old North State Trust, LLC | 7,318 | $2.68M | 1.76% | −6−0.1% | Reduced |
| Bennicas & Associates, Inc. | 7,293 | $2.67M | 1.54% | −564−7.2% | Reduced |
| IAM Advisory, LLC | 7,274 | $2.66M | 0.98% | −36−0.5% | Reduced |
| Mission Wealth Management, LP | 7,260 | $2.66M | 0.13% | +94+1.3% | Added |
| TCI Wealth Advisors, Inc. | 7,223 | $2.64M | 0.37% | −67−0.9% | Reduced |
| Patton Fund Management, Inc. | 7,222 | $2.64M | 0.77% | −211−2.8% | Reduced |
| Boston Family Office LLC | 7,220 | $2.64M | 0.22% | −32−0.4% | Reduced |
| Parametrica Management Ltd | 7,200 | $2.63M | 5.40% | +2,283+46.4% | Added |
| Stonnington Group, LLC | 7,466 | $2.63M | 0.73% | +1,006+15.6% | Added |
| BNC Wealth Management, LLC | 7,190 | $2.63M | 1.55% | +7,190 | New |
| Carret Asset Management, LLC | 7,167 | $2.62M | 0.36% | 00.0% | Unchanged |
| Mengis Capital Management, Inc. | 7,163 | $2.62M | 0.57% | +5+0.1% | Added |
| Western Wealth Management, LLC | 7,160 | $2.62M | 0.27% | −4,999−41.1% | Reduced |
| Investment Partners, Ltd. | 7,154 | $2.62M | 1.38% | −2,187−23.4% | Reduced |
| Brandywine Oak Private Wealth LLC | 7,145 | $2.61M | 0.33% | −357−4.8% | Reduced |
| Linden Thomas Advisory Services, LLC | 7,139 | $2.61M | 0.74% | +7,139 | New |
| Herbst Group, LLC | 7,125 | $2.61M | 2.11% | +4,825+209.8% | Added |
| Pitcairn Co | 7,121 | $2.61M | 0.26% | −64−0.9% | Reduced |
| Meridian Wealth Advisors, LLC | 7,108 | $2.60M | 0.67% | −107−1.5% | Reduced |
| Marble Harbor Investment Counsel, LLC | 7,090 | $2.59M | 0.35% | +200+2.9% | Added |