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 |
|---|---|---|---|---|---|
| MBA Advisors LLC | 1,252 | $458.0K | 0.30% | 00.0% | Unchanged |
| Miller Investment Management, LP | 1,250 | $457.3K | 0.08% | 00.0% | Unchanged |
| Emfo, LLC | 1,250 | $457.3K | 0.46% | 00.0% | Unchanged |
| First National Bank Sioux Falls | 1,247 | $456.2K | 0.33% | 00.0% | Unchanged |
| Bank of New Hampshire | 1,244 | $455.0K | 0.14% | +51+4.3% | Added |
| Asahi Life Asset Management Co., Ltd. | 1,240 | $453.6K | 0.15% | −620−33.3% | Reduced |
| TrinityPoint Wealth, LLC | 1,234 | $451.4K | 0.10% | +15+1.2% | Added |
| Pegasus Partners Ltd. | 1,233 | $451.1K | 0.07% | 00.0% | Unchanged |
| CCM Investment Advisers LLC | 1,231 | $450.3K | 0.07% | −189−13.3% | Reduced |
| Angeles Investment Advisors, LLC | 1,230 | $450.0K | 0.04% | +1,230 | New |
| PBMares Wealth Management LLC | 1,224 | $447.8K | 0.18% | −408−25.0% | Reduced |
| Tandem Wealth Advisors LLC | 1,223 | $447.4K | 0.28% | +1,223 | New |
| Gladius Capital Management LP | 1,221 | $446.7K | 0.14% | −572−31.9% | Reduced |
| Richard W. Paul & Associates, LLC | 1,220 | $446.2K | 0.22% | +1,220 | New |
| GHP Investment Advisors, Inc. | 1,218 | $445.7K | 0.03% | −6−0.5% | Reduced |
| Washington Trust Advisors, Inc. | 1,218 | $445.6K | 0.05% | −238−16.3% | Reduced |
| Total Clarity Wealth Management, Inc. | 1,215 | $444.5K | 0.23% | +25+2.1% | Added |
| Widmann Financial Services, Inc. | 1,214 | $444.1K | 0.46% | −60−4.7% | Reduced |
| Regatta Capital Group, LLC | 1,213 | $443.8K | 0.16% | +18+1.5% | Added |
| PFG Advisors | 1,213 | $443.8K | 0.04% | +53+4.6% | Added |
| First United Bank Trust | 1,210 | $442.6K | 0.22% | 00.0% | Unchanged |
| Renaissance Investment Group LLC | 1,200 | $439.0K | 0.13% | −400−25.0% | Reduced |
| Wimmer Associates 1, LLC | 1,200 | $439.0K | 0.29% | −40−3.2% | Reduced |
| CM Wealth Advisors LLC | 1,200 | $439.0K | 0.22% | 00.0% | Unchanged |
| CoreFirst Bank & Trust | 1,200 | $439.0K | 0.33% | 00.0% | Unchanged |
| HCR Wealth Advisors | 1,200 | $439.0K | 0.09% | +12+1.0% | Added |
| Courier Capital LLC | 1,199 | $438.5K | 0.05% | 00.0% | Unchanged |
| Lazard Freres Gestion S.A.S. | 1,195 | $438.0K | 0.02% | 00.0% | Unchanged |
| Pathway Financial Advisers, LLC | 1,190 | $435.9K | 0.18% | +1,190 | New |
| Twin Focus Capital Partners, LLC | 1,190 | $435.4K | 0.09% | −14−1.2% | Reduced |
| Divergent Wealth Advisors, LLC | 1,189 | $435.1K | 0.11% | +1,189 | New |
| Five Oceans Advisors | 1,189 | $435.0K | 0.30% | −4−0.3% | Reduced |
| Foster Group, Inc. | 1,188 | $434.6K | 0.03% | +155+15.0% | Added |
| Hudock, Inc. | 1,187 | $434.3K | 0.15% | +1+0.1% | Added |
| Antonetti Capital Management LLC | 1,180 | $431.7K | 0.59% | −200−14.5% | Reduced |
| Triad Financial Advisors, Inc. | 1,179 | $431.5K | 0.19% | +7+0.6% | Added |
| Peak Planning Group, LLC | 1,176 | $430.0K | 0.38% | +1+0.1% | Added |
| LWMG, LLC | 1,173 | $429.3K | 0.15% | +1,173 | New |
| Legacy Trust | 1,170 | $428.0K | 0.13% | +1,170 | New |
| RMR Wealth Builders | 1,168 | $427.2K | 0.10% | +465+66.1% | Added |
| Trust Co | 1,168 | $427.0K | 0.07% | +30+2.6% | Added |
| Salvus Wealth Management, LLC | 1,165 | $426.3K | 0.39% | 00.0% | Unchanged |
| Carson Advisory Inc. | 1,163 | $425.6K | 0.41% | +15+1.3% | Added |
| WSFS Capital Management, LLC | 1,162 | $425.1K | 0.05% | +1,162 | New |
| Hoxton Planning & Management, LLC | 1,158 | $423.6K | 0.23% | +1,158 | New |
| State of Wyoming | 1,155 | $422.5K | 0.14% | +1,154+115,400.0% | Added |
| Delap Wealth Advisory, LLC | 1,154 | $422.2K | 0.44% | +1,154 | New |
| Mount Vernon Associates Inc | 1,154 | $422.0K | 0.54% | 00.0% | Unchanged |
| Fingerlakes Wealth Management, Inc. | 1,151 | $420.9K | 0.58% | +3+0.3% | Added |
| Sterling Investment Counsel, LLC | 1,150 | $420.7K | 0.26% | −43−3.6% | Reduced |
| Northstar Group, Inc. | 1,150 | $420.7K | 0.12% | 00.0% | Unchanged |
| Vertex Planning Partners, LLC | 1,147 | $419.6K | 0.16% | +1,147 | New |
| Glassman Wealth Services | 1,145 | $418.9K | 0.08% | +58+5.3% | Added |
| XR Securities LLC | 1,142 | $417.8K | 0.50% | −3,096−73.1% | Reduced |
| Xcel Wealth Management, LLC | 1,140 | $417.1K | 0.16% | −42−3.6% | Reduced |
| Traphagen Investment Advisors LLC | 1,139 | $416.7K | 0.07% | +496+77.1% | Added |
| Fortis Capital Advisors, LLC | 1,137 | $416.0K | 0.25% | +1,137 | New |
| BEAM Asset Management, LLC | 1,137 | $415.9K | 0.43% | +2+0.2% | Added |
| American Trust Investment Advisors, LLC | 1,133 | $414.5K | 0.26% | 00.0% | Unchanged |
| Integrated Investment Consultants, LLC | 1,131 | $413.8K | 0.14% | +303+36.6% | Added |
| Financial Advisory Group | 1,130 | $413.0K | 0.09% | −279−19.8% | Reduced |
| Aurora Investment Managers, LLC. | 1,130 | $413.0K | 0.41% | 00.0% | Unchanged |
| Financial Partners Group, Inc | 1,177 | $412.6K | 0.09% | −136−10.4% | Reduced |
| Clear Creek Financial Management, LLC | 1,125 | $411.6K | 0.09% | +310+38.0% | Added |
| Pekin Hardy Strauss, Inc. | 1,123 | $410.8K | 0.07% | +10+0.9% | Added |
| Segment Wealth Management, LLC | 1,108 | $405.4K | 0.05% | 00.0% | Unchanged |
| Quantum Financial Advisors, LLC | 1,108 | $405.3K | 0.18% | 00.0% | Unchanged |
| Barrett & Company, Inc. | 1,107 | $404.8K | 0.27% | 00.0% | Unchanged |
| Kowal Investment Group, LLC | 1,100 | $402.4K | 0.12% | +124+12.7% | Added |
| M. Kraus & Co | 1,097 | $401.3K | 0.15% | +406+58.8% | Added |
| Optas, LLC | 1,094 | $400.2K | 0.17% | +52+5.0% | Added |
| Stillwater Capital Advisors, LLC | 1,094 | $400.2K | 0.08% | 00.0% | Unchanged |
| Klingman & Associates, LLC | 1,088 | $398.0K | 0.03% | +26+2.4% | Added |
| Fort, L.P. | 1,088 | $398.0K | 0.60% | +183+20.2% | Added |
| Relaxing Retirement Coach | 1,088 | $398.0K | 0.15% | +1,088 | New |
| Iowa State Bank | 1,084 | $397.0K | 0.10% | −111−9.3% | Reduced |
| Noesis Capital Mangement Corp | 1,084 | $397.0K | 0.11% | 00.0% | Unchanged |
| Knightsbridge Asset Management, LLC | 1,079 | $395.0K | 0.07% | +282+35.4% | Added |
| Black Diamond Financial, LLC | 1,079 | $394.7K | 0.14% | 00.0% | Unchanged |
| McDonald Partners LLC | 1,075 | $393.3K | 0.13% | 00.0% | Unchanged |
| Smith Chas P & Associates Pa Cpas | 1,072 | $392.0K | 0.03% | −54−4.8% | Reduced |
| Verus Capital Partners, LLC | 1,071 | $391.9K | 0.07% | +184+20.7% | Added |
| Navis Wealth Advisors, LLC | 1,070 | $391.6K | 0.56% | 00.0% | Unchanged |
| Roof Eidam & Maycock | 1,070 | $391.4K | 0.14% | −430−28.7% | Reduced |
| Lee Financial Co | 1,070 | $391.4K | 0.07% | +50+4.9% | Added |
| Capital Wealth Planning, LLC | 1,067 | $390.4K | 0.01% | +21+2.0% | Added |
| JSF Financial, LLC | 1,064 | $389.4K | 0.15% | −201−15.9% | Reduced |
| TrueWealth Advisors, LLC | 1,063 | $388.9K | 0.17% | 00.0% | Unchanged |
| Ahrens Investment Partners LLC | 1,059 | $387.6K | 0.18% | +30+2.9% | Added |
| Retirement Income Solutions, Inc | 1,059 | $387.4K | 0.12% | −219−17.1% | Reduced |
| Connecticut Wealth Management, LLC | 1,057 | $386.7K | 0.03% | −42−3.8% | Reduced |
| GEM Asset Management, LLC | 1,057 | $386.7K | 0.33% | +1,057 | New |
| Eagle Strategies LLC | 1,054 | $385.9K | 0.12% | +1,054 | New |
| Balyasny Asset Management LLC | 1,052 | $384.9K | 0.00% | −124,293−99.2% | Reduced |
| TL Private Wealth | 1,100 | $384.8K | 0.22% | −100−8.3% | Reduced |
| Aviance Capital Partners, LLC | 1,047 | $382.9K | 0.09% | +263+33.5% | Added |
| Willner & Heller, LLC | 1,043 | $381.6K | 0.54% | −27−2.5% | Reduced |
| Cassia Capital Partners, LLC | 1,040 | $380.5K | 0.31% | −360−25.7% | Reduced |
| Albion Financial Group | 1,039 | $380.1K | 0.04% | −10−1.0% | Reduced |
| Aldebaran Financial Inc. | 1,037 | $379.4K | 0.42% | −125−10.8% | Reduced |