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 |
|---|---|---|---|---|---|
| True Link Financial Advisors, LLC | 1,739 | $636.2K | 0.09% | −45−2.5% | Reduced |
| Astoria Portfolio Advisors LLC. | 1,835 | $635.2K | 0.30% | −35−1.9% | Reduced |
| OneAscent Wealth Management LLC | 1,735 | $635.0K | 0.30% | −155−8.2% | Reduced |
| Drake & Associates, LLC | 1,733 | $634.1K | 0.34% | +83+5.0% | Added |
| Nations Financial Group Inc, | 1,728 | $632.3K | 0.07% | −46−2.6% | Reduced |
| 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 |
| World Equity Group, Inc. | 1,716 | $627.6K | 0.15% | +18+1.1% | Added |
| Mosaic Family Wealth Partners, LLC | 1,706 | $624.0K | 0.18% | +1,706 | New |
| One Capital Management, LLC | 1,704 | $623.4K | 0.03% | +7+0.4% | Added |
| Financial Enhancement Group LLC | 1,826 | $622.2K | 0.12% | −125−6.4% | Reduced |
| 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 |
| Bell Bank | 1,690 | $618.3K | 0.07% | +1+0.1% | Added |
| Integrity Advisory, LLC | 1,677 | $613.4K | 0.56% | −87−4.9% | Reduced |
| 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 |
| Kellett Schaffner Wealth Advisors LLC | 1,668 | $610.2K | 0.59% | 00.0% | Unchanged |
| FC Advisory LLC | 1,665 | $609.2K | 0.29% | 00.0% | Unchanged |
| Sage Mountain Advisors LLC | 1,664 | $608.8K | 0.14% | +54+3.4% | Added |
| Mill Capital Management, LLC | 1,658 | $606.6K | 0.07% | 00.0% | Unchanged |
| US Asset Management LLC | 1,655 | $605.0K | 0.65% | +1,655 | New |
| Wilkins Investment Counsel Inc | 1,650 | $604.0K | 0.16% | 00.0% | Unchanged |
| Birchcreek Wealth Management, LLC | 1,642 | $600.7K | 0.53% | 00.0% | Unchanged |
| CarsonAllaria Wealth Management, Ltd. | 1,639 | $600.0K | 0.53% | +1,145+231.8% | Added |
| Nadler Financial Group, Inc. | 1,640 | $600.0K | 0.10% | +70+4.5% | Added |
| McRae Capital Management Inc | 1,636 | $598.5K | 0.18% | −125−7.1% | Reduced |
| Heritage Wealth Advisors | 1,632 | $597.1K | 0.03% | −207−11.3% | Reduced |
| Westbourne Investment Advisors, Inc. | 1,633 | $597.0K | 0.30% | −133−7.5% | Reduced |
| North Point Portfolio Managers Corp | 1,629 | $596.0K | 0.10% | 00.0% | Unchanged |
| 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 |
| EagleClaw Capital Managment, LLC | 1,625 | $594.5K | 0.14% | +975+150.0% | Added |
| Hartford Funds Management Co LLC | 1,624 | $594.1K | 0.06% | +8+0.5% | Added |
| Destination Wealth Management | 1,621 | $593.1K | 0.02% | 00.0% | Unchanged |
| Wealth Management Partners, LLC | 2,000 | $592.7K | 0.49% | 00.0% | Unchanged |
| Intrua Financial, LLC | 1,686 | $591.9K | 0.14% | +267+18.8% | Added |
| Clear Street Markets LLC | 1,616 | $591.0K | 0.12% | −3,447−68.1% | Reduced |
| Legacy Advisors, LLC | 1,614 | $590.3K | 0.11% | +86+5.6% | Added |
| Voya Financial Advisors, Inc. | 1,608 | $590.2K | 0.08% | +199+14.1% | Added |
| Redwood Wealth Management Group, LLC | 1,610 | $588.9K | 0.73% | +1,610 | New |
| Cypress Wealth Services, LLC | 1,609 | $588.8K | 0.19% | +36+2.3% | Added |
| Texas Capital Bancshares Inc | 1,608 | $588.3K | 0.41% | +1,608 | New |
| ProVise Management Group, LLC | 1,606 | $587.7K | 0.06% | +881+121.5% | Added |
| 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 |
| Live Oak Private Wealth LLC | 1,601 | $585.7K | 0.12% | 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 |
| Prescott Group Capital Management, L.L.C. | 1,600 | $585.0K | 0.13% | 00.0% | Unchanged |
| Hudson Value Partners, LLC | 1,597 | $584.2K | 0.36% | −100−5.9% | Reduced |
| McLean Asset Management Corp | 1,596 | $584.0K | 0.20% | +96+6.4% | Added |
| Dividend Assets Capital, LLC | 1,591 | $582.0K | 0.12% | 00.0% | Unchanged |
| Heritage Financial Services, LLC | 1,590 | $581.7K | 0.15% | +670+72.8% | Added |
| Occidental Asset Management, LLC | 1,583 | $579.1K | 0.16% | +40+2.6% | Added |
| XML Financial, LLC | 1,583 | $579.0K | 0.07% | +30+1.9% | Added |
| Jmac Enterprises LLC | 1,580 | $578.0K | 0.16% | 00.0% | Unchanged |
| 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 |
| MJP Associates Inc | 1,572 | $575.1K | 0.17% | +503+47.1% | Added |
| Pacific Sage Partners, LLC | 1,569 | $574.0K | 0.19% | +1,569 | New |
| Jacobson & Schmitt Advisors, LLC | 1,775 | $574.0K | 0.18% | 00.0% | Unchanged |
| 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 |
| Benedetti & Gucer, Inc. | 1,564 | $572.0K | 0.42% | +638+68.9% | Added |
| 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 |
| Paragon Capital Management Ltd | 1,562 | $571.6K | 0.15% | −53−3.3% | Reduced |
| Sterling Manor Financial, LLC | 1,560 | $570.7K | 0.63% | 00.0% | Unchanged |
| DGS Capital Management, LLC | 1,559 | $570.2K | 0.37% | +116+8.0% | Added |
| Keystone Financial Group | 1,558 | $570.0K | 0.11% | +160+11.4% | Added |
| Nvest Financial, LLC | 1,555 | $569.0K | 0.71% | −201−11.4% | Reduced |
| LeJeune Puetz Investment Counsel LLC | 1,550 | $567.1K | 0.21% | −250−13.9% | Reduced |
| Canal Capital Management, LLC | 1,547 | $565.9K | 0.14% | −149−8.8% | Reduced |
| Sterling Investment Advisors, Ltd. | 1,539 | $563.0K | 0.20% | −260−14.5% | Reduced |
| 44 Wealth Management LLC | 1,538 | $562.7K | 0.19% | +805+109.8% | Added |
| Gryphon Financial Partners LLC | 1,533 | $560.8K | 0.14% | +43+2.9% | Added |
| Community Trust & Investment Co | 1,527 | $558.6K | 0.05% | −250−14.1% | Reduced |
| Threadgill Financial, LLC | 1,525 | $557.9K | 0.57% | +25+1.7% | Added |
| Prentice Wealth Management LLC | 1,519 | $555.7K | 0.28% | +104+7.3% | Added |
| Almanack Investment Partners, LLC. | 1,517 | $554.8K | 0.12% | −1,092−41.9% | Reduced |
| Tevis Investment Management | 1,513 | $553.5K | 0.59% | −12−0.8% | Reduced |
| Oak Harbor Wealth Partners, LLC | 1,512 | $553.1K | 0.21% | +238+18.7% | Added |
| Domani Wealth, LLC | 1,511 | $553.0K | 0.14% | +11+0.7% | Added |
| Reliant Investment Management, LLC | 1,502 | $549.5K | 0.33% | −130−8.0% | Reduced |
| Valley Brook Capital Group | 1,501 | $549.1K | 0.53% | 00.0% | Unchanged |
| Clearwater Capital Advisors, LLC | 1,501 | $549.1K | 0.07% | +52+3.6% | Added |
| New England Research & Management, Inc. | 1,495 | $547.0K | 0.31% | 00.0% | Unchanged |
| Hill Investment Group Partners, LLC | 1,493 | $546.2K | 0.13% | +1,493 | New |
| Monarch Capital Management Inc | 1,489 | $544.7K | 0.17% | 00.0% | Unchanged |
| Circle Wealth Management, LLC | 1,488 | $544.3K | 0.08% | +70+4.9% | Added |
| Cornerstone Advisory, LLC | 1,485 | $543.4K | 0.11% | +317+27.1% | Added |
| Wedge Capital Management L L P | 1,485 | $543.0K | 0.01% | +28+1.9% | Added |
| Amarillo National Bank | 1,481 | $541.8K | 0.13% | +27+1.9% | Added |
| SignalPoint Asset Management, LLC | 1,475 | $540.0K | 0.19% | +1+0.1% | Added |
| Anchor Capital Advisors LLC | 1,475 | $539.6K | 0.01% | 00.0% | Unchanged |
| Cornell Pochily Investment Advisors, Inc. | 1,473 | $539.1K | 0.24% | +100+7.3% | Added |
| Corton Capital Inc. | 1,469 | $537.4K | 0.44% | +448+43.9% | Added |
| Auxano Advisors, LLC | 1,465 | $536.0K | 0.24% | +80+5.8% | Added |
| Summit Asset Management, LLC | 1,461 | $534.5K | 0.15% | −147−9.1% | Reduced |