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 $942.7B 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 | $942.7B |
| Q1 2026 | 4,391 | $712.9B |
| Q4 2025 | 4,452 | $843.2B |
| Q3 2025 | 3,904 | $583.5B |
| Q2 2025 | 3,914 | $610.1B |
| Q1 2025 | 3,928 | $688.4B |
| Q4 2024 | 3,913 | $602.9B |
| Q3 2024 | 3,666 | $687.4B |
| Q2 2024 | 3,571 | $707.0B |
| Q1 2024 | 3,465 | $607.2B |
| Q4 2023 | 3,276 | $457.2B |
| Q3 2023 | 2,978 | $421.9B |
| Q2 2023 | 2,818 | $366.7B |
| Q1 2023 | 2,619 | $269.7B |
| Q4 2022 | 2,672 | $288.4B |
| Q3 2022 | 2,489 | $256.1B |
| Q2 2022 | 2,450 | $255.6B |
| Q1 2022 | 2,349 | $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 |
|---|---|---|---|---|---|
| First Citizens Bank & Trust Co | 4,668 | $1.71M | 0.05% | −965−17.1% | Reduced |
| Vectors Research Management, LLC | 4,666 | $1.71M | 0.44% | 00.0% | Unchanged |
| Brooks, Moore & Associates, Inc. | 4,663 | $1.71M | 1.25% | −51−1.1% | Reduced |
| Consilium Wealth Advisory, LLC | 4,648 | $1.70M | 1.45% | −224−4.6% | Reduced |
| Wealth Management Associates, Inc. | 4,647 | $1.70M | 1.13% | −496−9.6% | Reduced |
| Valmark Advisers, Inc. | 4,643 | $1.70M | 0.04% | −773−14.3% | Reduced |
| Planned Solutions, Inc. | 4,640 | $1.70M | 1.24% | 00.0% | Unchanged |
| BDO Wealth Advisors, LLC | 4,638 | $1.70M | 0.21% | −452−8.9% | Reduced |
| Capital Asset Advisory Services LLC | 4,617 | $1.69M | 0.14% | +824+21.7% | Added |
| Royal Harbor Partners, LLC | 4,624 | $1.69M | 1.05% | −381−7.6% | Reduced |
| First Dallas Securities Inc. | 4,623 | $1.69M | 1.02% | +500+12.1% | Added |
| West Family Investments, Inc. | 4,618 | $1.69M | 0.58% | −22−0.5% | Reduced |
| Fukoku Mutual Life Insurance Co | 4,605 | $1.68M | 0.14% | +750+19.5% | Added |
| HC Advisors, LLC | 4,604 | $1.68M | 1.15% | +100+2.2% | Added |
| Coastal Investment Advisors, Inc. | 4,597 | $1.68M | 0.41% | −290−5.9% | Reduced |
| Thomasville National Bank | 4,594 | $1.68M | 0.19% | −30−0.6% | Reduced |
| V Wealth Advisors LLC | 4,587 | $1.68M | 0.35% | +904+24.5% | Added |
| Kathmere Capital Management, LLC | 4,586 | $1.68M | 0.30% | +1,073+30.5% | Added |
| Ameliora Wealth Management Ltd. | 4,580 | $1.68M | 0.90% | −620−11.9% | Reduced |
| Dearborn Partners LLC | 4,580 | $1.68M | 0.07% | −128−2.7% | Reduced |
| Suncoast Equity Management | 4,560 | $1.67M | 0.31% | +345+8.2% | Added |
| Radnor Capital Management, LLC | 4,642 | $1.67M | 0.41% | −6−0.1% | Reduced |
| Financial Advocates Investment Management | 4,542 | $1.66M | 0.13% | −1,767−28.0% | Reduced |
| Philadelphia Trust Co | 4,540 | $1.66M | 0.18% | −210−4.4% | Reduced |
| True North Advisors, LLC | 4,500 | $1.65M | 0.56% | 00.0% | Unchanged |
| Bank Julius Baer & Co. Ltd, Zurich | 4,488 | $1.64M | 0.01% | −670−13.0% | Reduced |
| Capital Square, LLC | 4,474 | $1.64M | 1.48% | −33−0.7% | Reduced |
| Algert Global LLC | 4,459 | $1.63M | 0.09% | +4,459 | New |
| Sippican Capital Advisors | 4,455 | $1.63M | 1.56% | +6+0.1% | Added |
| Ropes Wealth Advisors LLC | 4,446 | $1.63M | 0.29% | +602+15.7% | Added |
| Knowledge Leaders Capital, LLC | 4,444 | $1.63M | 2.15% | −1,339−23.2% | Reduced |
| Comprehensive Financial Consultants Institutional, Inc. | 4,519 | $1.62M | 0.99% | −53−1.2% | Reduced |
| Boston Research & Management Inc | 4,433 | $1.62M | 0.50% | −40−0.9% | Reduced |
| Northstar Advisory Group, LLC | 4,427 | $1.62M | 1.28% | +842+23.5% | Added |
| Formidable Asset Management, LLC | 4,421 | $1.62M | 0.37% | +50+1.1% | Added |
| Romano Brothers and Company | 4,420 | $1.62M | 0.25% | −1,000−18.5% | Reduced |
| Guardian Wealth Management, Inc. | 4,419 | $1.62M | 1.59% | −128−2.8% | Reduced |
| Kenfarb & Co. | 4,400 | $1.61M | 1.43% | 00.0% | Unchanged |
| Columbia Asset Management | 4,389 | $1.61M | 0.39% | 00.0% | Unchanged |
| Cassaday & Co Wealth Management LLC | 4,386 | $1.60M | 0.07% | +4,386 | New |
| Quantbot Technologies LP | 4,375 | $1.60M | 0.11% | +4,094+1,456.9% | Added |
| Eagle Asset Management Inc | 4,330 | $1.58M | 0.01% | +356+9.0% | Added |
| Lattice Capital Management, LLC | 4,318 | $1.58M | 2.35% | 00.0% | Unchanged |
| Essex Investment Management Co LLC | 4,314 | $1.58M | 0.25% | −776−15.2% | Reduced |
| Silvercrest Asset Management Group LLC | 4,306 | $1.58M | 0.01% | −75−1.7% | Reduced |
| Gilbert & Cook, Inc. | 4,305 | $1.57M | 0.29% | −146−3.3% | Reduced |
| Ledyard National Bank | 4,300 | $1.57M | 0.18% | +15+0.4% | Added |
| KRS Capital Management, LLC | 4,266 | $1.56M | 2.13% | +293+7.4% | Added |
| Blackhawk Capital Partners LLC. | 4,259 | $1.56M | 1.22% | 00.0% | Unchanged |
| CRA Financial Services, LLC | 4,250 | $1.55M | 0.51% | +3+0.1% | Added |
| Cairn Investment Group, Inc. | 4,241 | $1.55M | 1.16% | +621+17.2% | Added |
| RDA Financial Network | 4,234 | $1.55M | 0.78% | +1,018+31.7% | Added |
| Buffington Mohr McNeal | 4,230 | $1.55M | 0.36% | +200+5.0% | Added |
| Proequities, Inc. | 4,214 | $1.54M | 0.13% | −267−6.0% | Reduced |
| Quent Capital, LLC | 4,204 | $1.54M | 0.28% | +305+7.8% | Added |
| HT Partners LLC | 4,195 | $1.53M | 0.50% | 00.0% | Unchanged |
| Deseret Mutual Benefit Administrators | 4,189 | $1.53M | 0.63% | −3,051−42.1% | Reduced |
| Murphy, Middleton, Hinkle & Parker, Inc. | 4,184 | $1.53M | 0.96% | +10.0% | Added |
| Bank Pictet & Cie (Asia) Ltd | 4,179 | $1.53M | 0.55% | +241+6.1% | Added |
| Beach Investment Counsel Inc | 4,170 | $1.53M | 0.19% | 00.0% | Unchanged |
| Cornerstone National Bank & Trust Co | 4,171 | $1.53M | 0.85% | −141−3.3% | Reduced |
| Woodward Diversified Capital, LLC | 4,170 | $1.53M | 1.23% | +4+0.1% | Added |
| Vigilant Capital Management, LLC | 4,155 | $1.52M | 0.13% | +143+3.6% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 4,148 | $1.52M | 0.02% | −145−3.4% | Reduced |
| DF Dent & Co Inc | 4,139 | $1.51M | 0.02% | −1,228−22.9% | Reduced |
| Argent Advisors, Inc. | 4,131 | $1.51M | 0.78% | −400−8.8% | Reduced |
| Regent Investment Management LLC | 4,130 | $1.51M | 0.40% | −50−1.2% | Reduced |
| Warther Private Wealth, LLC | 4,095 | $1.50M | 1.12% | −150−3.5% | Reduced |
| Centerpoint Advisors, LLC | 4,095 | $1.50M | 0.70% | +160+4.1% | Added |
| Geneva Partners, LLC | 4,090 | $1.50M | 1.41% | +4,090 | New |
| Smith, Salley & Associates | 4,074 | $1.49M | 0.13% | +10.0% | Added |
| BCGM Wealth Management, LLC | 4,057 | $1.48M | 0.72% | +9+0.2% | Added |
| High Note Wealth, LLC | 4,036 | $1.48M | 0.62% | +15+0.4% | Added |
| CFM Wealth Partners LLC | 4,036 | $1.48M | 0.44% | 00.0% | Unchanged |
| John G Ullman & Associates Inc | 4,034 | $1.48M | 0.24% | +16+0.4% | Added |
| Bourne Lent Asset Management Inc | 4,026 | $1.47M | 0.63% | 00.0% | Unchanged |
| TAP Consulting, LLC | 4,024 | $1.47M | 0.39% | 00.0% | Unchanged |
| Sawgrass Asset Management LLC | 4,020 | $1.47M | 0.20% | 00.0% | Unchanged |
| United Asset Strategies, Inc. | 4,012 | $1.47M | 0.20% | +3,333+490.9% | Added |
| Mount Yale Investment Advisors, LLC | 4,006 | $1.47M | 0.17% | +62+1.6% | Added |
| Pure Financial Advisors, Inc. | 4,001 | $1.46M | 0.08% | +44+1.1% | Added |
| Pictet North America Advisors SA | 4,000 | $1.46M | 0.25% | 00.0% | Unchanged |
| Halbert Hargrove Global Advisors, LLC | 3,996 | $1.46M | 0.11% | +90+2.3% | Added |
| AdvisorNet Financial, Inc | 3,987 | $1.46M | 0.14% | +73+1.9% | Added |
| Guyasuta Investment Advisors Inc | 3,984 | $1.46M | 0.12% | +1,092+37.8% | Added |
| Legacy Bridge, LLC | 3,983 | $1.46M | 1.04% | +3,918+6,027.7% | Added |
| Larson Financial Group LLC | 3,983 | $1.46M | 0.17% | +2+0.1% | Added |
| Oakworth Capital, Inc. | 3,971 | $1.45M | 0.14% | 00.0% | Unchanged |
| CMG Global Holdings, LLC | 3,963 | $1.45M | 1.37% | 00.0% | Unchanged |
| First National Bank & Trust Co of Newtown | 3,959 | $1.45M | 0.33% | −75−1.9% | Reduced |
| Clean Yield Group | 3,954 | $1.45M | 0.62% | +50+1.3% | Added |
| Millennium Capital Advisors, LLC | 3,931 | $1.44M | 1.45% | +163+4.3% | Added |
| Dana Investment Advisors, Inc. | 3,929 | $1.44M | 0.08% | +106+2.8% | Added |
| BCS Wealth Management | 3,926 | $1.44M | 0.60% | 00.0% | Unchanged |
| Archford Capital Strategies, LLC | 3,921 | $1.43M | 0.33% | +502+14.7% | Added |
| Guardian Wealth Advisors, LLC | 3,916 | $1.43M | 0.28% | +3+0.1% | Added |
| Marietta Investment Partners LLC | 3,910 | $1.43M | 0.40% | 00.0% | Unchanged |
| RFG Advisory, LLC | 4,218 | $1.43M | 0.07% | −906−17.7% | Reduced |
| Financial Sense Advisors, Inc. | 3,909 | $1.43M | 0.59% | +3,909 | New |
| City State Bank | 3,911 | $1.43M | 0.88% | −386−9.0% | Reduced |