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 |
|---|---|---|---|---|---|
| Triumph Capital Management | 876 | $320.5K | 0.17% | +876 | New |
| United Community Bank | 872 | $319.0K | 0.31% | +170+24.2% | Added |
| Alliance Wealth Advisors, LLC | 871 | $318.6K | 0.27% | 00.0% | Unchanged |
| Dean Investment Associates, LLC | 870 | $318.3K | 0.05% | 00.0% | Unchanged |
| Obermeyer Wood Investment Counsel, LLLP | 870 | $318.3K | 0.02% | 00.0% | Unchanged |
| Emerald Advisers, LLC | 864 | $316.1K | 0.02% | −21−2.4% | Reduced |
| Fermata Advisors, LLC | 860 | $315.9K | 0.09% | −30−3.4% | Reduced |
| Parnassus Investments | 862 | $315.4K | 0.00% | +862 | New |
| CWS Financial Advisors, LLC | 1,688 | $315.0K | 0.14% | +5+0.3% | Added |
| Inscription Capital, LLC | 859 | $314.3K | 0.11% | 00.0% | Unchanged |
| Garde Capital, Inc. | 857 | $314.0K | 0.04% | 00.0% | Unchanged |
| Thrive Wealth Management, LLC | 858 | $313.9K | 0.09% | −266−23.7% | Reduced |
| Headinvest, LLC | 858 | $313.9K | 0.07% | −50−5.5% | Reduced |
| Ellis Investment Partners, LLC | 857 | $313.6K | 0.09% | −15−1.7% | Reduced |
| Adell Harriman & Carpenter Inc | 857 | $313.5K | 0.04% | −200−18.9% | Reduced |
| Lakewood Asset Management LLC | 852 | $312.0K | 0.25% | +852 | New |
| Simon Quick Advisors, LLC | 852 | $311.5K | 0.04% | +852 | New |
| Ridgecrest Wealth Partners, LLC | 850 | $311.0K | 0.24% | −200−19.0% | Reduced |
| Northstar Asset Management LLC | 850 | $311.0K | 0.10% | 00.0% | Unchanged |
| Wedgewood Investors Inc | 849 | $310.6K | 0.41% | +849 | New |
| UMA Financial Services, Inc. | 895 | $310.0K | 0.08% | 00.0% | Unchanged |
| Cardiff Park Advisors, LLC | 843 | $308.4K | 0.04% | −4−0.5% | Reduced |
| L.M. Kohn & Company | 838 | $306.7K | 0.14% | +189+29.1% | Added |
| Sterling Financial Planning, Inc. | 837 | $306.2K | 0.18% | −14−1.6% | Reduced |
| Virtus Investment Advisers, Inc. | 836 | $305.8K | 0.20% | 00.0% | Unchanged |
| Cutter & CO Brokerage, Inc. | 831 | $304.0K | 0.10% | −20−2.4% | Reduced |
| Sculati Wealth Management, LLC | 830 | $304.0K | 0.17% | −70−7.8% | Reduced |
| Midwest Heritage Bank, FSB | 826 | $302.2K | 0.29% | 00.0% | Unchanged |
| SS&H Financial Advisors, Inc. | 826 | $302.2K | 0.14% | 00.0% | Unchanged |
| Nexus Investment Management ULC | 826 | $302.2K | 0.03% | +826 | New |
| Garrett Investment Advisors LLC | 822 | $300.8K | 0.05% | 00.0% | Unchanged |
| Ethos Financial Group, LLC | 822 | $300.7K | 0.10% | +822 | New |
| Sunburst Financial Group, LLC | 822 | $300.6K | 0.12% | +68+9.0% | Added |
| W.H. Cornerstone Investments Inc. | 830 | $300.3K | 0.29% | +2+0.2% | Added |
| IPG Investment Advisors LLC | 820 | $300.0K | 0.08% | +820 | New |
| TSFG, LLC | 817 | $299.0K | 0.12% | +161+24.5% | Added |
| VisionPoint Advisory Group, LLC | 853 | $298.9K | 0.12% | −215−20.1% | Reduced |
| Cardinal Strategic Wealth Guidance | 815 | $298.2K | 0.14% | −40−4.7% | Reduced |
| Callan Capital, LLC | 812 | $297.1K | 0.04% | +812 | New |
| Echo45 Advisors LLC | 811 | $296.7K | 0.27% | +67+9.0% | Added |
| First National Bank | 809 | $296.0K | 0.25% | −40−4.7% | Reduced |
| Paulson Wealth Management Inc. | 805 | $294.5K | 0.14% | 00.0% | Unchanged |
| Great Waters Wealth Management | 841 | $294.3K | 0.06% | +841 | New |
| WealthBridge Capital Management, LLC | 803 | $293.7K | 0.12% | +803 | New |
| Twelve Points Wealth Management LLC | 802 | $293.4K | 0.20% | +2+0.3% | Added |
| Motive Wealth Advisors | 801 | $293.0K | 0.22% | +91+12.8% | Added |
| WT Wealth Management | 800 | $292.7K | 0.14% | −75−8.6% | Reduced |
| Hobart Private Capital, LLC | 800 | $292.7K | 0.20% | 00.0% | Unchanged |
| Diamant Asset Management, Inc. | 800 | $292.7K | 0.26% | +800 | New |
| AFS Financial Group, LLC | 800 | $292.7K | 0.21% | +800 | New |
| PrairieView Partners, LLC | 800 | $292.0K | 0.04% | +200+33.3% | Added |
| Security National Bank | 797 | $291.6K | 0.08% | −269−25.2% | Reduced |
| Phillips Wealth Planners LLC | 829 | $290.5K | 0.51% | +829 | New |
| Rosenberg Matthew Hamilton | 793 | $290.2K | 0.10% | 00.0% | Unchanged |
| Oxbow Advisors, LLC | 793 | $290.1K | 0.05% | 00.0% | Unchanged |
| McCarthy Asset Management, Inc. | 792 | $289.6K | 0.20% | 00.0% | Unchanged |
| Crewe Advisors LLC | 790 | $289.0K | 0.05% | −242−23.4% | Reduced |
| O'Rourke & Company, Inc | 787 | $288.0K | 0.23% | +787 | New |
| Middleton & Co Inc | 787 | $287.9K | 0.04% | 00.0% | Unchanged |
| Murphy Pohlad Asset Management LLC | 786 | $287.6K | 0.12% | 00.0% | Unchanged |
| Ballast Advisors LLC | 785 | $287.2K | 0.13% | −120−13.3% | Reduced |
| TBH Global Asset Management, LLC | 783 | $286.5K | 0.07% | −100−11.3% | Reduced |
| Waypoint Wealth Partners Inc. | 782 | $286.1K | 0.11% | +782 | New |
| Farther Finance Advisors, LLC | 782 | $286.1K | 0.11% | +782 | New |
| Two Sigma Securities, LLC | 778 | $284.6K | 0.04% | −1,149−59.6% | Reduced |
| Aprio Wealth Management, LLC | 776 | $283.9K | 0.10% | −97−11.1% | Reduced |
| McGlone Suttner Wealth Management, Inc. | 776 | $283.9K | 0.09% | +776 | New |
| Campbell Wealth Management | 770 | $282.0K | 0.04% | −4−0.5% | Reduced |
| Petrus Trust Company, LTA | 766 | $280.2K | 0.04% | +766 | New |
| TFB Advisors LLC | 760 | $278.0K | 0.23% | +760 | New |
| Delta Asset Management LLC | 758 | $277.4K | 0.03% | +25+3.4% | Added |
| Northwest Wealth Management, LLC | 758 | $277.3K | 0.12% | −397−34.4% | Reduced |
| Northern Financial Advisors Inc | 757 | $276.9K | 0.31% | +757 | New |
| Rebalance, LLC | 756 | $276.6K | 0.03% | +756 | New |
| Capital Directions Investment Advisors, LLC | 754 | $275.8K | 0.10% | +754 | Added |
| Piscataqua Savings Bank | 754 | $275.8K | 0.23% | 00.0% | Unchanged |
| Gemmer Asset Management LLC | 753 | $275.5K | 0.04% | 00.0% | Unchanged |
| Pasadena Private Wealth, LLC | 751 | $274.7K | 0.08% | −24−3.1% | Reduced |
| Source Financial Advisors LLC | 751 | $274.7K | 0.10% | +43+6.1% | Added |
| Silver Oak Advisory Group, Inc. | 749 | $274.0K | 0.19% | −250−25.0% | Reduced |
| Missouri Trust & Investment Co | 750 | $274.0K | 0.16% | +300+66.7% | Added |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 748 | $273.6K | 0.08% | +748 | New |
| River Wealth Advisors LLC | 747 | $273.4K | 0.05% | +747 | New |
| Montag & Caldwell, LLC | 746 | $272.9K | 0.04% | 00.0% | Unchanged |
| Palisade Capital Management LLC | 745 | $272.6K | 0.01% | 00.0% | Unchanged |
| Founders Financial Securities LLC | 743 | $271.8K | 0.04% | −46−5.8% | Reduced |
| Northern Capital Management, Inc. | 743 | $271.8K | 0.26% | 00.0% | Unchanged |
| Planning Center, Inc. | 743 | $271.8K | 0.08% | +743 | New |
| Alaethes Wealth LLC | 741 | $271.0K | 0.19% | −4,553−86.0% | Reduced |
| Alpine Woods Capital Investors, LLC | 740 | $271.0K | 0.04% | −60−7.5% | Reduced |
| Lockerman Financial Group, Inc. | 740 | $270.8K | 0.79% | −88−10.6% | Reduced |
| Southland Equity Partners LLC | 737 | $269.8K | 0.10% | 00.0% | Unchanged |
| Morling Financial Advisors, LLC | 737 | $269.6K | 0.34% | −92−11.1% | Reduced |
| Griffin Asset Management, Inc. | 737 | $269.6K | 0.04% | +737 | New |
| Bank of Stockton | 735 | $269.0K | 0.09% | +735 | New |
| Kaye Capital Management | 735 | $269.0K | 0.14% | +735 | New |
| Ashford Capital Management Inc | 735 | $268.9K | 0.04% | 00.0% | Unchanged |
| Wealthstream Advisors, Inc. | 734 | $268.5K | 0.18% | −6−0.8% | Reduced |
| Aurora Private Wealth, Inc. | 730 | $267.0K | 0.31% | +27+3.8% | Added |
| Auxier Asset Management | 726 | $265.6K | 0.05% | 00.0% | Unchanged |