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 |
|---|---|---|---|---|---|
| WESPAC Advisors, LLC | 2,759 | $1.01M | 1.75% | +100+3.8% | Added |
| Telemus Capital, LLC | 2,777 | $1.01M | 0.09% | +31+1.1% | Added |
| Next Century Growth Investors LLC | 2,754 | $1.01M | 0.12% | +2,754 | New |
| M Holdings Securities, Inc. | 2,745 | $1.00M | 0.11% | −21−0.8% | Reduced |
| BBR Partners, LLC | 2,747 | $1.00M | 0.11% | +237+9.4% | Added |
| Moseley Investment Management Inc | 2,741 | $1.00M | 0.72% | −5−0.2% | Reduced |
| Jupiter Wealth Management LLC | 2,734 | $1.00M | 0.97% | 00.0% | Unchanged |
| Thomas Story & Son LLC | 2,730 | $999.0K | 0.51% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 2,728 | $998.0K | 0.01% | −40−1.4% | Reduced |
| Michael B. Yongue | 2,727 | $997.6K | 0.94% | 00.0% | Unchanged |
| Lyell Wealth Management, LP | 2,717 | $994.0K | 0.16% | +14+0.5% | Added |
| SlateStone Wealth, LLC | 2,704 | $989.2K | 0.24% | +77+2.9% | Added |
| Crown Wealth Group, LLC | 2,702 | $988.5K | 0.93% | +894+49.4% | Added |
| E&G Advisors, LP | 2,700 | $987.8K | 0.37% | 00.0% | Unchanged |
| Marathon Capital Management | 2,696 | $986.3K | 0.27% | −41−1.5% | Reduced |
| Taurus Asset Management, LLC | 2,694 | $985.6K | 0.13% | −26−1.0% | Reduced |
| Olistico Wealth, LLC | 2,689 | $983.7K | 1.06% | +2,689 | New |
| Cape Cod Five Cents Savings Bank | 2,688 | $983.4K | 0.11% | −42−1.5% | Reduced |
| M&R Capital Management Inc | 2,685 | $982.4K | 0.27% | +406+17.8% | Added |
| Naviter Wealth, LLC | 2,834 | $981.7K | 0.27% | +611+27.5% | Added |
| Bristlecone Advisors, LLC | 2,679 | $980.1K | 0.12% | −30−1.1% | Reduced |
| Alpha Omega Wealth Management LLC | 2,671 | $977.2K | 0.17% | −80−2.9% | Reduced |
| Physicians Financial Services, Inc. | 2,668 | $976.0K | 0.44% | 00.0% | Unchanged |
| Fortress Wealth Group, LLC | 2,665 | $975.1K | 0.68% | +328+14.0% | Added |
| Monterey Private Wealth, Inc. | 2,660 | $973.1K | 0.53% | +3+0.1% | Added |
| Barden Capital Management, Inc. | 2,657 | $972.0K | 1.00% | +20+0.8% | Added |
| Clear Investment Research, LLC | 2,651 | $970.0K | 1.88% | +24+0.9% | Added |
| Burt Wealth Advisors | 2,651 | $969.8K | 0.32% | −33−1.2% | Reduced |
| Endurance Wealth Management, Inc. | 2,648 | $969.0K | 0.15% | +4+0.2% | Added |
| Alta Wealth Advisors LLC | 2,648 | $968.7K | 0.65% | −27−1.0% | Reduced |
| Diversified Portfolios, Inc. | 2,643 | $966.9K | 0.22% | 00.0% | Unchanged |
| Asio Capital, LLC | 2,641 | $966.2K | 0.28% | 00.0% | Unchanged |
| Founders Financial Alliance, LLC | 2,636 | $964.5K | 0.44% | +251+10.5% | Added |
| Bridge Creek Capital Management LLC | 2,630 | $962.2K | 0.38% | −1,160−30.6% | Reduced |
| IFG Advisory, LLC | 2,629 | $961.0K | 0.10% | −577−18.0% | Reduced |
| Cookson Peirce & Co Inc | 2,625 | $961.0K | 0.06% | +415+18.8% | Added |
| Cognios Beta Neutral Large Cap Fund, LP | 2,621 | $958.9K | 0.92% | +2,621 | New |
| AdvisorShares Investments LLC | 2,613 | $955.9K | 0.27% | +2,613 | New |
| NSI Retail Advisors, LLC | 2,607 | $954.0K | 0.23% | 00.0% | Unchanged |
| Cross Staff Investments Inc | 2,600 | $951.2K | 1.00% | +500+23.8% | Added |
| Royal Capital Wealth Management, LLC | 2,589 | $947.0K | 1.01% | +420+19.4% | Added |
| Lane & Associates LLC | 2,583 | $945.0K | 0.90% | +2,583 | New |
| Asset Dedication, LLC | 2,565 | $944.0K | 0.10% | +629+32.5% | Added |
| Paragon Advisors, LLC | 2,583 | $944.0K | 0.42% | +2,583 | New |
| Riverview Trust Co | 2,577 | $943.0K | 0.89% | +43+1.7% | Added |
| Marcum Wealth, LLC | 2,572 | $940.9K | 0.12% | −1,572−37.9% | Reduced |
| CVA Family Office, LLC | 2,571 | $940.6K | 0.23% | +166+6.9% | Added |
| Green Harvest Asset Management LLC | 2,571 | $940.6K | 0.04% | +2,571 | New |
| Retirement Planning Co of New England, Inc. | 2,567 | $939.2K | 0.62% | −28−1.1% | Reduced |
| JGP Global Gestao de Recursos Ltda. | 2,567 | $939.0K | 0.68% | −5−0.2% | Reduced |
| Summit Financial, LLC | 2,564 | $938.0K | 0.09% | +228+9.8% | Added |
| Sonora Investment Management Group, LLC | 2,554 | $934.5K | 0.09% | +171+7.2% | Added |
| FourThought Financial Partners, LLC | 2,553 | $934.0K | 0.14% | +2,553 | New |
| Marino, Stram & Associates LLC | 2,553 | $933.8K | 0.29% | −56−2.1% | Reduced |
| Peoples Bank | 2,552 | $933.6K | 0.60% | −120−4.5% | Reduced |
| 180 Wealth Advisors, LLC | 2,682 | $933.4K | 0.22% | +105+4.1% | Added |
| Puzo Michael J | 2,550 | $932.9K | 0.34% | 00.0% | Unchanged |
| Cobblestone Capital Advisors LLC | 2,548 | $932.2K | 0.07% | −120−4.5% | Reduced |
| Buckhead Capital Management LLC | 2,531 | $925.9K | 0.22% | −415−14.1% | Reduced |
| Wallace Capital Management Inc. | 2,531 | $925.9K | 0.15% | +925+57.6% | Added |
| Prio Wealth Limited Partnership | 2,528 | $924.8K | 0.04% | −118−4.5% | Reduced |
| Trellis Advisors, LLC | 2,528 | $924.8K | 0.48% | +22+0.9% | Added |
| Robertson Stephens Wealth Management, LLC | 2,527 | $924.5K | 0.09% | −1,128−30.9% | Reduced |
| Avantax Planning Partners, Inc. | 2,526 | $924.1K | 0.04% | −127−4.8% | Reduced |
| Full Sail Capital, LLC | 2,523 | $923.0K | 0.09% | +1,806+251.9% | Added |
| Greatmark Investment Partners, Inc. | 2,507 | $917.2K | 0.17% | 00.0% | Unchanged |
| West Michigan Advisors, LLC | 2,505 | $916.4K | 0.67% | −8−0.3% | Reduced |
| Wesleyan Assurance Society | 2,500 | $914.0K | 0.11% | 00.0% | Unchanged |
| Ellevest, Inc. | 2,495 | $912.8K | 0.08% | +215+9.4% | Added |
| Premier Asset Management LLC | 2,495 | $912.8K | 1.15% | +650+35.2% | Added |
| 626 Financial, LLC | 2,476 | $905.8K | 0.63% | −150−5.7% | Reduced |
| PFS Investments Inc. | 2,472 | $904.0K | 0.02% | −274−10.0% | Reduced |
| XTX Topco Ltd | 2,471 | $904.0K | 0.19% | +2,471 | New |
| Summit Trail Advisors, LLC | 2,470 | $903.6K | 0.04% | +196+8.6% | Added |
| Amica Retiree Medical Trust | 2,460 | $900.0K | 1.16% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 2,461 | $900.0K | 0.18% | +389+18.8% | Added |
| Armor Investment Advisors, LLC | 2,455 | $898.1K | 0.55% | +76+3.2% | Added |
| Townsend Asset Management Corp | 2,453 | $897.4K | 0.45% | −115−4.5% | Reduced |
| Quadrant Private Wealth Management, LLC | 2,441 | $893.1K | 0.30% | +2,441 | New |
| Golden Green, Inc. | 2,440 | $892.6K | 0.92% | +1,779+269.1% | Added |
| Close Asset Management Ltd | 2,438 | $892.0K | 0.05% | +4+0.2% | Added |
| Breakwater Capital Group | 2,438 | $891.9K | 0.47% | +2,438 | New |
| Clare Market Investments LLC | 2,434 | $890.5K | 0.42% | −1,185−32.7% | Reduced |
| OneAscent Financial Services LLC | 2,426 | $888.0K | 0.38% | +665+37.8% | Added |
| MCF Advisors LLC | 2,425 | $887.0K | 0.09% | 00.0% | Unchanged |
| Monograph Wealth Advisors, LLC | 2,420 | $885.0K | 0.23% | +2,420 | New |
| Eads & Heald Wealth Management | 2,409 | $881.0K | 0.45% | −180−7.0% | Reduced |
| Berger Financial Group, Inc | 2,404 | $879.6K | 0.12% | +371+18.2% | Added |
| Miramar Capital, LLC | 2,402 | $878.7K | 0.23% | 00.0% | Unchanged |
| Perpetual Investment Management Ltd | 2,400 | $878.0K | 0.10% | −400−14.3% | Reduced |
| Stockman Wealth Management, Inc. | 2,397 | $876.9K | 0.20% | +210+9.6% | Added |
| National Wealth Management Group, LLC | 2,390 | $874.3K | 1.05% | +2,390 | New |
| Pallas Capital Advisors LLC | 2,524 | $873.4K | 0.09% | −383−13.2% | Reduced |
| J. W. Coons Advisors, LLC | 2,387 | $873.3K | 0.26% | +21+0.9% | Added |
| Veracity Capital LLC | 2,385 | $872.5K | 0.42% | +19+0.8% | Added |
| Moreno Evelyn V | 2,381 | $871.1K | 0.20% | +1,050+78.9% | Added |
| Hamilton Point Investment Advisors, LLC | 2,370 | $867.0K | 0.24% | +8+0.3% | Added |
| Borer Denton & Associates, Inc. | 2,365 | $865.2K | 0.38% | +800+51.1% | Added |
| MQS Management LLC | 2,361 | $863.7K | 0.59% | +2,361 | New |
| SP Asset Management LLC | 2,358 | $862.7K | 0.12% | +2,358 | New |