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 |
|---|---|---|---|---|---|
| Atom Investors LP | 1,037 | $379.4K | 0.19% | +1,037 | New |
| Zuckerman Investment Group, LLC | 1,033 | $377.9K | 0.06% | +170+19.7% | Added |
| Private Ocean, LLC | 1,032 | $377.5K | 0.05% | +23+2.3% | Added |
| Columbia Trust Co 01012016 | 1,031 | $377.2K | 0.21% | −55−5.1% | Reduced |
| Jackson Thornton Asset Management, LLC | 1,030 | $376.8K | 0.09% | +1,030 | New |
| Wealth Effects LLC | 1,030 | $376.8K | 0.22% | +165+19.1% | Added |
| Latitude Advisors, LLC | 1,029 | $376.3K | 0.28% | −503−32.8% | Reduced |
| Hemington Wealth Management | 1,028 | $376.0K | 0.16% | +17+1.7% | Added |
| Gillespie Robinson & Grimm Inc | 1,028 | $376.0K | 0.04% | +23+2.3% | Added |
| Revolve Wealth Partners, LLC | 1,025 | $375.0K | 0.11% | +151+17.3% | Added |
| Cheviot Value Management, LLC | 1,024 | $374.6K | 0.09% | 00.0% | Unchanged |
| Beacon Investment Advisors LLC | 1,024 | $374.6K | 0.31% | +1,024 | New |
| Gray Wealth Management Inc. | 1,023 | $374.1K | 0.22% | +360+54.3% | Added |
| Donald L. Hagan, LLC | 1,020 | $373.2K | 0.23% | 00.0% | Unchanged |
| Aberdeen Wealth Management LLC | 1,020 | $373.2K | 0.28% | 00.0% | Unchanged |
| Stillwater Investment Management, LLC | 1,020 | $373.0K | 0.11% | +2+0.2% | Added |
| LaSalle St. Investment Advisors, LLC | 1,020 | $373.0K | 0.18% | +1,020 | New |
| Advisor OS, LLC | 1,019 | $372.9K | 0.10% | +148+17.0% | Added |
| Talisman Wealth Advisors LLC | 1,016 | $372.0K | 0.79% | +1,016 | New |
| Lantz Financial LLC | 1,016 | $371.7K | 0.17% | 00.0% | Unchanged |
| RKL Wealth Management LLC | 1,013 | $370.7K | 0.05% | −21−2.0% | Reduced |
| Family Firm, Inc. | 1,013 | $370.7K | 0.11% | +2+0.2% | Added |
| Intelligence Driven Advisers, LLC | 1,019 | $369.8K | 0.07% | +5+0.5% | Added |
| Concorde Asset Management, LLC | 1,009 | $369.2K | 0.33% | −1−0.1% | Reduced |
| Zullo Investment Group, Inc. | 1,003 | $366.9K | 0.22% | +7+0.7% | Added |
| Doheny Asset Management | 1,000 | $366.0K | 0.42% | 00.0% | Unchanged |
| Montgomery Investment Management Inc | 1,000 | $365.8K | 0.13% | 00.0% | Unchanged |
| Searle & Co. | 1,000 | $365.8K | 0.12% | 00.0% | Unchanged |
| Cacti Asset Management LLC | 1,000 | $365.8K | 0.04% | 00.0% | Unchanged |
| Mendel Capital Management LLC | 1,000 | $365.8K | 0.38% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 999 | $365.5K | 0.12% | 00.0% | Unchanged |
| Elevated Capital Advisors, LLC | 998 | $365.1K | 0.14% | +998 | New |
| Sanford Advisory Services, LLC | 995 | $364.0K | 0.09% | 00.0% | Unchanged |
| Tarbox Family Office, Inc. | 990 | $362.2K | 0.08% | −9−0.9% | Reduced |
| Running Point Capital Advisors, LLC | 986 | $360.7K | 0.22% | +22+2.3% | Added |
| Beacon Financial Strategies CORP | 982 | $359.4K | 0.33% | −61−5.8% | Reduced |
| HBW Advisory Services LLC | 982 | $359.0K | 0.10% | +982 | New |
| Field & Main Bank | 979 | $358.1K | 0.23% | +110+12.7% | Added |
| Sittner & Nelson, LLC | 977 | $357.4K | 0.22% | +1+0.1% | Added |
| Soltis Investment Advisors LLC | 972 | $355.6K | 0.05% | +81+9.1% | Added |
| Charter Oak Capital Management, LLC | 972 | $355.5K | 0.05% | +101+11.6% | Added |
| ASB Consultores, LLC | 971 | $355.2K | 0.15% | +169+21.1% | Added |
| Coastal Bridge Advisors, LLC | 970 | $354.9K | 0.10% | 00.0% | Unchanged |
| Janney Capital Management LLC | 969 | $354.0K | 0.03% | −2−0.2% | Reduced |
| Zhang Financial LLC | 967 | $353.8K | 0.05% | −21−2.1% | Reduced |
| YorkBridge Wealth Partners, LLC | 965 | $353.0K | 0.09% | +28+3.0% | Added |
| Beacon Financial Group | 964 | $353.0K | 0.05% | 00.0% | Unchanged |
| Franklin Street Advisors Inc | 962 | $352.0K | 0.03% | −340−26.1% | Reduced |
| FSM Wealth Advisors, LLC | 962 | $351.9K | 0.25% | −78−7.5% | Reduced |
| Beacon Capital Management, LLC | 961 | $351.4K | 0.12% | +254+35.9% | Added |
| Stevard, LLC | 960 | $351.2K | 0.30% | 00.0% | Unchanged |
| One + One Wealth Management, LLC | 960 | $351.2K | 0.25% | 00.0% | Unchanged |
| PRW Wealth Management LLC | 959 | $350.8K | 0.15% | −39−3.9% | Reduced |
| Plotkin Financial Advisors, LLC | 954 | $349.0K | 0.35% | 00.0% | Unchanged |
| Sandbox Financial Partners, LLC | 953 | $348.8K | 0.24% | +213+28.8% | Added |
| Cribstone Capital Management, LLC | 950 | $347.5K | 0.20% | −5−0.5% | Reduced |
| Howard Capital Management Group, LLC | 948 | $347.0K | 0.04% | 00.0% | Unchanged |
| Little House Capital LLC | 947 | $346.4K | 0.17% | +947 | New |
| Paragon Private Wealth Management, LLC | 946 | $346.1K | 0.31% | 00.0% | Unchanged |
| Centurion Wealth Management LLC | 943 | $345.0K | 0.19% | +943 | New |
| O'Brien Greene & Co. Inc | 940 | $344.0K | 0.13% | −1,925−67.2% | Reduced |
| Eaton Financial Holdings Company, LLC | 940 | $343.9K | 0.29% | +940 | New |
| Capital City Trust Co | 939 | $343.5K | 0.11% | +85+10.0% | Added |
| Vantage Financial Partners Ltd., Inc. | 935 | $342.1K | 0.20% | 00.0% | Unchanged |
| Apella Capital, LLC | 932 | $341.0K | 0.03% | +932 | New |
| Cora Capital Advisors LLC | 930 | $340.3K | 0.23% | +930 | New |
| Beverly Hills Private Wealth, LLC | 928 | $339.5K | 0.15% | +928 | New |
| St Germain D J Co Inc | 2,728 | $339.4K | 0.11% | +866+46.5% | Added |
| Capstone Investment Advisors, LLC | 926 | $338.8K | 0.01% | +926 | New |
| Joule Financial, LLC | 922 | $337.3K | 0.22% | −103−10.0% | Reduced |
| Rock Creek Group, LP | 922 | $337.3K | 0.04% | +286+45.0% | Added |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 985 | $337.0K | 0.15% | −100−9.2% | Reduced |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 920 | $336.6K | 0.07% | +920 | New |
| Key Client Fiduciary Advisors, LLC | 920 | $336.4K | 0.23% | +281+44.0% | Added |
| Colonial River Wealth Management, LLC | 915 | $334.7K | 0.21% | +248+37.2% | Added |
| Greenwood Gearhart Inc | 910 | $332.9K | 0.05% | −19−2.0% | Reduced |
| DeDora Capital, Inc. | 901 | $329.8K | 0.16% | −180−16.7% | Reduced |
| Bluefin Capital Management, LLC | 900 | $329.3K | 0.06% | −1,100−55.0% | Reduced |
| Benin Management CORP | 900 | $329.3K | 0.13% | 00.0% | Unchanged |
| Nikulski Financial, Inc. | 900 | $329.3K | 0.16% | 00.0% | Unchanged |
| Peloton Wealth Strategists | 900 | $329.0K | 0.16% | 00.0% | Unchanged |
| S. R. Schill & Associates | 899 | $328.9K | 0.16% | 00.0% | Unchanged |
| Fairhaven Wealth Management, LLC | 898 | $328.5K | 0.14% | −8−0.9% | Reduced |
| ERn Financial, LLC | 896 | $327.9K | 0.07% | +65+7.8% | Added |
| GeoWealth Management, LLC | 892 | $327.0K | 0.03% | −1,554−63.5% | Reduced |
| Carolinas Wealth Consulting LLC | 41,679 | $326.8K | 0.07% | +10.0% | Added |
| Greenhouse Wealth Management, LLC | 893 | $326.7K | 0.33% | +40+4.7% | Added |
| Aspen Grove Capital, LLC | 893 | $326.7K | 0.15% | +893 | New |
| Juncture Wealth Strategies, LLC | 892 | $326.3K | 0.16% | −35−3.8% | Reduced |
| Phillips Financial Management, LLC | 892 | $326.2K | 0.03% | +233+35.4% | Added |
| Callahan Advisors, LLC | 890 | $325.6K | 0.04% | +90+11.3% | Added |
| Avaii Wealth Management, LLC | 890 | $325.4K | 0.29% | +14+1.6% | Added |
| Howe & Rusling Inc | 889 | $325.2K | 0.04% | +21+2.4% | Added |
| Strategic Advisors LLC | 887 | $324.4K | 0.07% | +53+6.4% | Added |
| Farmers & Merchants Trust Co of Chambersburg PA | 886 | $324.0K | 0.22% | 00.0% | Unchanged |
| MBL Wealth, LLC | 881 | $322.0K | 0.06% | +71+8.8% | Added |
| Dudley Capital Management, LLC | 879 | $321.6K | 0.24% | +879 | New |
| Baron Silver Stevens Financial Advisors, LLC | 879 | $321.4K | 0.08% | +879 | New |
| WC Walker & Associates, Inc. | 976 | $321.1K | 0.17% | +93+10.5% | Added |
| Wealth Advisors of Iowa, LLC | 876 | $320.6K | 0.26% | +1+0.1% | Added |