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 |
|---|---|---|---|---|---|
| Norman Fields, Gottscho Capital Management, LLC | 1,460 | $534.0K | 0.25% | 00.0% | Unchanged |
| Semus Wealth Partners LLC | 1,460 | $533.9K | 0.65% | +1,460 | New |
| Tortoise Investment Management, LLC | 1,457 | $533.0K | 0.09% | −71−4.6% | Reduced |
| Hillsdale Investment Management Inc. | 1,454 | $531.9K | 0.04% | −485−25.0% | Reduced |
| Collective Family Office LLC | 1,454 | $531.9K | 0.24% | −93−6.0% | Reduced |
| NewSquare Capital LLC | 1,449 | $530.1K | 0.07% | +1,434+9,560.0% | Added |
| CWA Asset Management Group, LLC | 1,446 | $528.9K | 0.04% | +323+28.8% | Added |
| Convergence Investment Partners, LLC | 1,445 | $528.8K | 0.31% | −77−5.1% | Reduced |
| Brown Capital Management LLC | 1,443 | $527.9K | 0.01% | −85−5.6% | Reduced |
| Graybill Bartz & Assoc Ltd | 1,442 | $527.5K | 0.29% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 1,438 | $526.4K | 0.29% | +57+4.1% | Added |
| Wrapmanager Inc | 1,438 | $526.0K | 0.17% | +14+1.0% | Added |
| Darwin Advisors, LLC | 1,454 | $525.8K | 0.14% | −5,333−78.6% | Reduced |
| Relyea Zuckerberg Hanson LLC | 1,436 | $525.4K | 0.15% | +614+74.7% | Added |
| Drive Wealth Management, LLC | 1,436 | $525.4K | 0.26% | +601+72.0% | Added |
| Capital Planning Advisors, LLC | 1,436 | $525.3K | 0.12% | −198−12.1% | Reduced |
| K.J. Harrison & Partners Inc | 1,060 | $525.2K | 0.10% | −40−3.6% | Reduced |
| Lathrop Investment Management Corp | 1,436 | $525.0K | 0.12% | 00.0% | Unchanged |
| Autus Asset Management, LLC | 1,434 | $524.8K | 0.09% | 00.0% | Unchanged |
| Summit Financial Strategies, Inc. | 1,432 | $524.1K | 0.11% | −100−6.5% | Reduced |
| Old Port Advisors | 1,425 | $521.2K | 0.20% | −96−6.3% | Reduced |
| Trust Co of Virginia | 1,423 | $520.6K | 0.06% | −100−6.6% | Reduced |
| Adviser Investments LLC | 1,443 | $520.2K | 0.01% | −22−1.5% | Reduced |
| Opus Capital Group, LLC | 1,421 | $520.0K | 0.10% | −55−3.7% | Reduced |
| Evoke Wealth, LLC | 1,415 | $517.7K | 0.02% | −67−4.5% | Reduced |
| Provence Wealth Management Group | 1,414 | $517.3K | 0.42% | +1,414 | New |
| Mark Sheptoff Financial Planning, LLC | 1,409 | $515.5K | 0.30% | 00.0% | Unchanged |
| Innova Wealth Partners | 1,400 | $512.2K | 0.45% | 00.0% | Unchanged |
| Mark Stevens | 1,399 | $512.0K | 0.07% | +70+5.3% | Added |
| Kanawha Capital Management LLC | 1,400 | $512.0K | 0.05% | +123+9.6% | Added |
| Whalerock Point Partners, LLC | 1,394 | $510.0K | 0.21% | 00.0% | Unchanged |
| Raab & Moskowitz Asset Management LLC | 1,393 | $509.6K | 0.19% | −67−4.6% | Reduced |
| Plante Moran Financial Advisors, LLC | 1,392 | $509.2K | 0.07% | −52−3.6% | Reduced |
| NBW Capital LLC | 1,392 | $509.1K | 0.13% | +3+0.2% | Added |
| Mayfair Advisory Group, LLC | 1,452 | $508.0K | 0.65% | +55+3.9% | Added |
| Newman Dignan & Sheerar, Inc. | 1,386 | $507.1K | 0.17% | −49−3.4% | Reduced |
| Kennedy Investment Group | 1,386 | $506.9K | 0.32% | +1,386 | New |
| LS Investment Advisors, LLC | 1,385 | $506.7K | 0.10% | 00.0% | Unchanged |
| Copeland Capital Management, LLC | 1,382 | $506.0K | 0.01% | 00.0% | Unchanged |
| Hummer Financial Advisory Services Inc | 1,381 | $505.2K | 0.56% | −70−4.8% | Reduced |
| Gables Capital Management Inc. | 1,379 | $504.5K | 0.37% | 00.0% | Unchanged |
| LexAurum Advisors, LLC | 1,379 | $504.5K | 0.18% | −20−1.4% | Reduced |
| Godsey & Gibb Associates | 1,375 | $503.0K | 0.10% | +1,375 | New |
| Delta Financial Group, Inc. | 1,374 | $501.0K | 0.22% | +1,374 | New |
| Continuum Advisory, LLC | 1,366 | $499.6K | 0.09% | −485−26.2% | Reduced |
| Burns Matteson Capital Management, LLC | 1,362 | $498.3K | 0.33% | +14+1.0% | Added |
| Symphony Financial, Ltd. Co. | 1,371 | $497.9K | 0.13% | −256−15.7% | Reduced |
| Stony Point Wealth Management Inc. | 1,359 | $497.1K | 0.27% | −15−1.1% | Reduced |
| Front Row Advisors LLC | 1,355 | $496.0K | 0.26% | −35−2.5% | Reduced |
| Delphia (USA) Inc. | 1,353 | $495.1K | 0.57% | +313+30.1% | Added |
| Silver Oak Securities, Inc | 1,354 | $495.0K | 0.09% | −330−19.6% | Reduced |
| Oversea-Chinese Banking CORP Ltd | 1,350 | $494.0K | 0.03% | +1,350 | New |
| Riverstone Advisors, LLC | 1,350 | $493.9K | 0.34% | 00.0% | Unchanged |
| Cipher Capital LP | 1,350 | $493.9K | 0.09% | +1,350 | New |
| Wambolt & Associates, LLC | 1,350 | $493.8K | 0.19% | +143+11.8% | Added |
| Jackson Hole Capital Partners, LLC | 1,347 | $492.8K | 0.15% | +3+0.2% | Added |
| Green Alpha Advisors, LLC | 1,341 | $491.0K | 0.41% | +1,341 | New |
| Truadvice, LLC | 1,369 | $489.7K | 0.26% | −1−0.1% | Reduced |
| Baldwin Brothers Inc | 1,337 | $489.1K | 0.04% | +444+49.7% | Added |
| PPS&V Asset Management Consultants, Inc. | 1,336 | $488.8K | 0.47% | +1,336 | New |
| Orion Capital Management LLC | 1,334 | $488.0K | 0.36% | 00.0% | Unchanged |
| Vista Wealth Management Group, LLC | 1,333 | $487.7K | 0.06% | +206+18.3% | Added |
| Waypoint Capital Advisors, LLC | 1,332 | $487.3K | 0.17% | −43−3.1% | Reduced |
| RFP Financial Group LLC | 1,332 | $487.2K | 0.22% | +1,332 | New |
| Pettee Investors, Inc. | 1,330 | $487.0K | 0.24% | +130+10.8% | Added |
| Penobscot Investment Management Company, Inc. | 1,330 | $486.6K | 0.09% | 00.0% | Unchanged |
| Altrius Capital Management Inc | 1,326 | $485.1K | 0.15% | 00.0% | Unchanged |
| Successful Portfolios LLC | 1,326 | $485.0K | 0.32% | +200+17.8% | Added |
| Wealth Quarterback LLC | 1,323 | $484.1K | 0.40% | −42−3.1% | Reduced |
| Hallmark Capital Management Inc | 1,321 | $483.3K | 0.04% | +536+68.3% | Added |
| Main Street Financial Solutions, LLC | 1,310 | $480.5K | 0.08% | +487+59.2% | Added |
| Flaharty Asset Management, LLC | 1,311 | $479.5K | 0.09% | +24+1.9% | Added |
| Claro Advisors LLC | 1,310 | $479.2K | 0.16% | +189+16.9% | Added |
| TCWP LLC | 1,319 | $478.7K | 0.10% | −308−18.9% | Reduced |
| First Commonwealth Financial Corp | 1,308 | $478.5K | 0.18% | −103−7.3% | Reduced |
| Silverlake Wealth Management LLC | 1,302 | $476.3K | 0.30% | 00.0% | Unchanged |
| Mechanics Financial Corp | 1,300 | $476.0K | 0.28% | 00.0% | Unchanged |
| Caliber Wealth Management, LLC | 1,299 | $475.2K | 0.36% | +1,299 | New |
| Provident Wealth Management, LLC | 1,296 | $474.1K | 0.28% | −16−1.2% | Reduced |
| AlphaMark Advisors, LLC | 1,296 | $474.0K | 0.24% | −200−13.4% | Reduced |
| Van Hulzen Asset Management, LLC | 1,293 | $473.0K | 0.05% | +1,293 | New |
| Intercontinental Wealth Advisors, LLC | 1,291 | $472.3K | 0.14% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 1,315 | $472.2K | 0.13% | +648+97.2% | Added |
| BHK Investment Advisors, LLC | 1,287 | $470.7K | 0.26% | +657+104.3% | Added |
| Clarus Wealth Advisors | 1,330 | $469.1K | 0.31% | +3+0.2% | Added |
| Seascape Capital Management | 1,281 | $469.0K | 0.26% | −66−4.9% | Reduced |
| Ignite Planners, LLC | 1,369 | $468.3K | 0.20% | +8+0.6% | Added |
| Single Point Partners, LLC | 1,280 | $468.0K | 0.11% | +20+1.6% | Added |
| FLC Capital Advisors | 1,278 | $467.5K | 0.15% | −18−1.4% | Reduced |
| Arbor Trust Wealth Advisors, LLC | 1,276 | $466.8K | 0.32% | −5−0.4% | Reduced |
| Delta Investment Management, LLC | 1,276 | $466.7K | 0.15% | +35+2.8% | Added |
| First National Bank of Hutchinson | 1,274 | $466.1K | 0.39% | −22−1.7% | Reduced |
| Portland Global Advisors LLC | 1,269 | $464.0K | 0.09% | −82−6.1% | Reduced |
| Chemung Canal Trust Co | 1,266 | $463.0K | 0.11% | 00.0% | Unchanged |
| Spartan Planning & Wealth Management | 1,265 | $462.8K | 0.58% | −86−6.4% | Reduced |
| Excalibur Management Corp | 1,262 | $461.7K | 0.24% | 00.0% | Unchanged |
| Tilia Fiduciary Partners, Inc. | 1,260 | $461.1K | 0.44% | −213−14.5% | Reduced |
| Cedar Wealth Management, LLC | 1,259 | $460.6K | 0.23% | −410−24.6% | Reduced |
| Wealth Architects, LLC | 1,259 | $460.6K | 0.09% | −48−3.7% | Reduced |
| Azzad Asset Management Inc | 1,256 | $459.5K | 0.07% | −10,757−89.5% | Reduced |