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 |
|---|---|---|---|---|---|
| Navalign, LLC | 2,067 | $756.2K | 0.31% | 00.0% | Unchanged |
| Greenwich Wealth Management LLC | 2,061 | $754.0K | 0.08% | −13−0.6% | Reduced |
| Sather Financial Group Inc | 2,061 | $754.0K | 0.06% | −241−10.5% | Reduced |
| Edgemoor Investment Advisors, Inc. | 2,046 | $748.6K | 0.09% | +550+36.8% | Added |
| MPS Loria Financial Planners, LLC | 2,044 | $747.9K | 0.33% | +41+2.0% | Added |
| LifePro Asset Management | 2,041 | $746.7K | 0.55% | −218−9.7% | Reduced |
| Bill Few Associates, Inc. | 2,034 | $744.1K | 0.44% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 2,033 | $743.8K | 0.40% | +200+10.9% | Added |
| Facet Wealth, Inc. | 2,154 | $743.5K | 0.05% | +3+0.1% | Added |
| Exos TFP Holdings LLC | 2,031 | $743.0K | 0.21% | −2,457−54.7% | Reduced |
| Cito Capital Group, LLC | 2,030 | $743.0K | 0.41% | +1,030+103.0% | Added |
| Engineers Gate Manager LP | 2,030 | $742.7K | 0.04% | +2,030 | New |
| Abacus Planning Group, Inc. | 2,023 | $740.1K | 0.20% | +221+12.3% | Added |
| HighMark Wealth Management LLC | 2,020 | $738.9K | 0.56% | +2+0.1% | Added |
| Phoenix Holdings Ltd. | 2,008 | $737.1K | 0.01% | +93+4.9% | Added |
| Harbor Capital Advisors, Inc. | 2,010 | $735.3K | 0.73% | −43−2.1% | Reduced |
| Heritage Investment Group, Inc. | 2,000 | $732.0K | 0.23% | 00.0% | Unchanged |
| Drexel Morgan & Co. | 2,000 | $731.7K | 0.15% | 00.0% | Unchanged |
| Cannell Peter B & Co Inc | 2,000 | $731.7K | 0.03% | +30+1.5% | Added |
| Journey Strategic Wealth LLC | 1,999 | $731.4K | 0.09% | −53−2.6% | Reduced |
| Visionary Wealth Advisors | 1,993 | $729.0K | 0.07% | −6−0.3% | Reduced |
| Strategic Investment Advisors | 1,984 | $725.9K | 0.15% | −3,554−64.2% | Reduced |
| Neo Ivy Capital Management | 1,974 | $722.0K | 0.49% | +1,974 | New |
| Calton & Associates, Inc. | 1,972 | $721.5K | 0.28% | +209+11.9% | Added |
| Atticus Wealth Management, LLC | 1,970 | $720.8K | 0.30% | −21−1.1% | Reduced |
| Stonebridge Capital Advisors LLC | 1,966 | $719.4K | 0.09% | −6−0.3% | Reduced |
| Spears Abacus Advisors LLC | 1,957 | $715.9K | 0.07% | +62+3.3% | Added |
| Lakeview Capital Partners, LLC | 2,099 | $714.7K | 0.23% | +189+9.9% | Added |
| LVW Advisors, LLC | 1,946 | $711.9K | 0.15% | +19+1.0% | Added |
| Gleason Group, Inc. | 1,942 | $710.4K | 0.22% | +6+0.3% | Added |
| Congress Park Capital LLC | 1,941 | $710.1K | 0.45% | +1,941 | New |
| Neville Rodie & Shaw Inc | 1,940 | $710.0K | 0.07% | +665+52.2% | Added |
| American Trust | 1,933 | $707.2K | 0.07% | +20+1.0% | Added |
| Webster Bank, N. A. | 1,930 | $706.0K | 0.10% | 00.0% | Unchanged |
| Pettyjohn, Wood & White, Inc | 1,929 | $706.0K | 0.18% | 00.0% | Unchanged |
| L2 Asset Management, LLC | 1,928 | $705.3K | 0.46% | +341+21.5% | Added |
| Cabot Wealth Management Inc | 1,925 | $704.0K | 0.12% | −940−32.8% | Reduced |
| BTC Capital Management, Inc. | 1,921 | $702.8K | 0.08% | +201+11.7% | Added |
| Eagle Ridge Investment Management | 1,915 | $700.6K | 0.08% | 00.0% | Unchanged |
| Eudaimonia Advisors LLC | 1,915 | $700.6K | 0.48% | +368+23.8% | Added |
| Avestar Capital, LLC | 1,914 | $700.3K | 0.15% | +195+11.3% | Added |
| Cim Investment Mangement Inc | 1,909 | $698.4K | 0.27% | −48−2.5% | Reduced |
| New Jersey Better Educational Savings Trust | 1,908 | $698.0K | 2.06% | 00.0% | Unchanged |
| Tiemann Investment Advisors, LLC | 1,907 | $697.7K | 0.41% | +125+7.0% | Added |
| Good Life Advisors, LLC | 1,906 | $697.3K | 0.10% | −10−0.5% | Reduced |
| Maven Securities LTD | 1,902 | $695.8K | 0.14% | +611+47.3% | Added |
| David Loasby | 1,928 | $694.8K | 0.09% | +554+40.3% | Added |
| Warren Averett Asset Management, LLC | 1,896 | $693.8K | 0.04% | +205+12.1% | Added |
| Enterprise Financial Services Corp | 1,890 | $691.4K | 0.48% | +43+2.3% | Added |
| YHB Investment Advisors, Inc. | 1,889 | $691.2K | 0.07% | −44−2.3% | Reduced |
| Barings LLC | 1,889 | $691.1K | 0.02% | −474−20.1% | Reduced |
| Aire Advisors, LLC | 1,886 | $690.1K | 0.21% | −80−4.1% | Reduced |
| Pointe Capital Management LLC | 1,879 | $687.0K | 0.53% | −125−6.2% | Reduced |
| Trustmark National Bank Trust Department | 1,876 | $686.3K | 0.06% | −26−1.4% | Reduced |
| Wealth Enhancement & Preservation of GA, LLC | 1,876 | $686.2K | 1.12% | +359+23.7% | Added |
| Camden National Bank | 1,875 | $686.0K | 0.14% | −44−2.3% | Reduced |
| Keel Point, LLC | 1,871 | $684.6K | 0.11% | +172+10.1% | Added |
| RSM US Wealth Management LLC | 1,878 | $683.5K | 0.03% | +684+57.3% | Added |
| Manchester Capital Management LLC | 1,864 | $681.9K | 0.10% | 00.0% | Unchanged |
| Platform Technology Partners | 1,860 | $680.5K | 0.35% | +29+1.6% | Added |
| Heron Financial Group, LLC | 1,894 | $679.8K | 0.45% | 00.0% | Unchanged |
| Oarsman Capital, Inc. | 1,855 | $678.7K | 0.35% | +20+1.1% | Added |
| Essex LLC | 1,852 | $677.4K | 0.20% | −674−26.7% | Reduced |
| Sandy Cove Advisors, LLC | 1,851 | $677.2K | 0.55% | +186+11.2% | Added |
| Sunflower Bank, N.A. | 1,849 | $676.0K | 0.15% | −157−7.8% | Reduced |
| Stone Point Wealth LLC | 1,844 | $674.6K | 0.33% | 00.0% | Unchanged |
| Cahaba Wealth Management, Inc. | 1,842 | $673.7K | 0.08% | −6−0.3% | Reduced |
| Bridgeworth, LLC | 1,838 | $672.4K | 0.11% | +3+0.2% | Added |
| Dover Advisors, LLC | 1,837 | $672.0K | 0.72% | +1,837 | New |
| Theory Financial LLC | 1,836 | $671.7K | 0.44% | +1,836 | New |
| Affiance Financial, LLC | 1,835 | $671.3K | 0.27% | 00.0% | Unchanged |
| ARS Wealth Advisors Group, LLC | 1,833 | $670.5K | 0.11% | −5,401−74.7% | 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 |
| JGP Wealth Management, LLC | 1,825 | $667.7K | 0.12% | −169−8.5% | Reduced |
| Nicolet Bankshares Inc | 1,824 | $667.3K | 0.23% | −1,843−50.3% | Reduced |
| E Fund Management Co., Ltd. | 1,823 | $667.0K | 0.06% | −184−9.2% | Reduced |
| PSI Advisors, LLC | 1,823 | $666.9K | 0.35% | +16+0.9% | Added |
| SYSTM Wealth Solutions LLC | 1,821 | $666.1K | 0.08% | +1,821 | New |
| Deuterium Capital Management, LLC | 1,803 | $659.6K | 1.97% | +870+93.2% | Added |
| FinTrust Capital Advisors, LLC | 1,801 | $659.0K | 0.16% | −63−3.4% | Reduced |
| Gateway Advisory, LLC | 1,801 | $659.0K | 0.17% | +46+2.6% | Added |
| LBMC Investment Advisors, LLC | 1,800 | $658.5K | 0.07% | −53−2.9% | Reduced |
| Cubic Asset Management, LLC | 1,795 | $656.7K | 0.19% | 00.0% | Unchanged |
| Diversified, LLC | 1,795 | $656.7K | 0.26% | +1,047+140.0% | Added |
| Blue Chip Partners, Inc. | 1,791 | $655.2K | 0.08% | −37−2.0% | Reduced |
| Balboa Wealth Partners | 1,785 | $652.9K | 0.29% | +682+61.8% | Added |
| Investors Research Corp | 1,780 | $651.2K | 0.18% | 00.0% | Unchanged |
| Wealth Alliance Advisory Group, LLC | 1,778 | $650.5K | 0.25% | +100+6.0% | Added |
| Cedar Brook Financial Partners, LLC | 1,777 | $650.2K | 0.18% | −140−7.3% | Reduced |
| Relative Value Partners Group, LLC | 1,774 | $649.0K | 0.05% | +538+43.5% | Added |
| Alpha Family Trust | 1,770 | $647.5K | 0.58% | +750+73.5% | Added |
| Insight Advisors, LLC | 1,761 | $642.7K | 0.22% | +552+45.7% | Added |
| Winthrop Advisory Group LLC | 1,756 | $642.3K | 0.12% | −1−0.1% | Reduced |
| Johnson Financial Group, Inc. | 1,753 | $641.3K | 0.05% | +59+3.5% | Added |
| Fidelis Capital Partners, LLC | 1,833 | $641.2K | 0.76% | +1,833 | New |
| S.A. Mason LLC | 1,751 | $640.6K | 0.48% | 00.0% | Unchanged |
| 3Chopt Investment Partners, LLC | 1,748 | $639.5K | 0.35% | +1,748 | New |
| Omnia Family Wealth, LLC | 1,745 | $638.4K | 0.52% | 00.0% | Unchanged |
| MSH Capital Advisors LLC | 1,742 | $637.3K | 0.29% | −84−4.6% | Reduced |