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 $942.8B 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
- 2,673
- +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
- 957 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 | $942.8B |
| Q1 2026 | 4,392 | $712.9B |
| Q4 2025 | 4,453 | $843.2B |
| Q3 2025 | 3,905 | $583.5B |
| Q2 2025 | 3,915 | $610.1B |
| Q1 2025 | 3,929 | $688.4B |
| Q4 2024 | 3,914 | $602.9B |
| Q3 2024 | 3,667 | $687.4B |
| Q2 2024 | 3,572 | $707.0B |
| Q1 2024 | 3,466 | $607.2B |
| Q4 2023 | 3,277 | $457.2B |
| Q3 2023 | 2,979 | $421.9B |
| Q2 2023 | 2,819 | $366.7B |
| Q1 2023 | 2,620 | $269.7B |
| Q4 2022 | 2,673 | $288.4B |
| Q3 2022 | 2,490 | $256.1B |
| Q2 2022 | 2,451 | $255.6B |
| Q1 2022 | 2,350 | $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 |
|---|---|---|---|---|---|
| Impax Asset Management Group plc | 32,183 | $11.8M | 0.05% | −4,089−11.3% | Reduced |
| GWM Advisors LLC | 68,663 | $11.7M | 0.32% | +7,498+12.3% | Added |
| M&G Investment Management Ltd | 31,867 | $11.7M | 0.09% | −33−0.1% | Reduced |
| Kovitz Investment Group Partners, LLC | 31,253 | $11.4M | 0.23% | −6,572−17.4% | Reduced |
| Builder Investment Group Inc | 31,240 | $11.4M | 5.43% | +31,240 | New |
| Schmidt P J Investment Management Inc | 31,153 | $11.4M | 2.58% | −1,803−5.5% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 33,320 | $11.3M | 0.15% | +25,457+323.8% | Added |
| Hennion & Walsh Asset Management, Inc. | 30,966 | $11.3M | 0.70% | −859−2.7% | Reduced |
| Gamco Investors, Inc. Et Al | 30,855 | $11.3M | 0.12% | +11,759+61.6% | Added |
| Raymond James Trust N.A. | 30,766 | $11.3M | 0.38% | −655−2.1% | Reduced |
| Spinnaker Trust | 30,612 | $11.2M | 0.87% | −1,052−3.3% | Reduced |
| Waycross Partners, LLC | 30,535 | $11.2M | 4.05% | +12,425+68.6% | Added |
| Banco Santander, S.A. | 30,454 | $11.1M | 0.16% | −3,883−11.3% | Reduced |
| Salomon & Ludwin, LLC | 30,057 | $11.0M | 1.39% | +1,301+4.5% | Added |
| Meeder Asset Management Inc | 30,006 | $11.0M | 0.96% | −8,833−22.7% | Reduced |
| Chartwell Investment Partners, LLC | 30,004 | $11.0M | 0.43% | −3,684−10.9% | Reduced |
| Rice Partnership, LLC | 29,821 | $10.9M | 3.44% | +244+0.8% | Added |
| Ameritas Investment Partners, Inc. | 30,420 | $10.9M | 0.44% | −1,765−5.5% | Reduced |
| Capital Fund Management S.A. | 29,736 | $10.9M | 0.24% | +29,736 | New |
| Sarasin & Partners LLP | 29,396 | $10.8M | 0.14% | −22,244−43.1% | Reduced |
| Crestwood Advisors Group LLC | 29,312 | $10.7M | 0.37% | +19+0.1% | Added |
| SkyOak Wealth, LLC | 29,008 | $10.6M | 3.57% | −963−3.2% | Reduced |
| Cetera Advisors LLC | 28,964 | $10.6M | 0.19% | +10,052+53.2% | Added |
| Journey Advisory Group, LLC | 28,865 | $10.6M | 2.63% | +3,900+15.6% | Added |
| Walter & Keenan Financial Consulting Co | 28,849 | $10.6M | 4.15% | −1,010−3.4% | Reduced |
| King Luther Capital Management Corp | 28,820 | $10.5M | 0.06% | +2,990+11.6% | Added |
| Mirova | 28,794 | $10.5M | 1.65% | +1,004+3.6% | Added |
| Parsons Capital Management Inc | 28,611 | $10.5M | 0.88% | −168−0.6% | Reduced |
| Capital Investment Advisors, LLC | 28,568 | $10.5M | 0.32% | −892−3.0% | Reduced |
| Chronos Wealth Management, LLC | 28,536 | $10.4M | 8.24% | −1,183−4.0% | Reduced |
| Lombard Odier Asset Management (Switzerland) SA | 28,523 | $10.4M | 0.83% | +24,806+667.4% | Added |
| Balentine LLC | 28,411 | $10.4M | 0.36% | +1,588+5.9% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 28,263 | $10.3M | 0.90% | 00.0% | Unchanged |
| Brinker Capital Investments, LLC | 28,138 | $10.3M | 0.20% | +295+1.1% | Added |
| Vident Investment Advisory, LLC | 28,113 | $10.3M | 0.39% | +21,326+314.2% | Added |
| Ziegler Capital Management, LLC | 28,001 | $10.2M | 0.43% | −376−1.3% | Reduced |
| Cary Street Partner Investment Advisory LLC | 27,846 | $10.2M | 0.75% | −800−2.8% | Reduced |
| PGGM Investments | 27,732 | $10.1M | 0.18% | −27,610−49.9% | Reduced |
| FDx Advisors, Inc. | 27,476 | $10.1M | 0.44% | +243+0.9% | Added |
| Capital Group Investment Management Pte. Ltd. | 27,206 | $9.95M | 0.38% | +27,206 | New |
| Jacobs & Co | 27,144 | $9.93M | 1.29% | −260−0.9% | Reduced |
| Oak Grove Capital LLC | 27,075 | $9.91M | 5.23% | +14,575+116.6% | Added |
| Rockland Trust Co | 26,825 | $9.81M | 0.62% | −1,740−6.1% | Reduced |
| Trifecta Capital Advisors, LLC | 26,663 | $9.75M | 3.89% | +26,663 | New |
| Covington Investment Advisors Inc. | 26,597 | $9.73M | 2.33% | +670+2.6% | Added |
| Wealth Advisory Solutions, LLC | 26,548 | $9.71M | 2.61% | −1,987−7.0% | Reduced |
| Rowland & Co Investment Counsel | 26,590 | $9.71M | 2.40% | −1,996−7.0% | Reduced |
| Capula Management Ltd | 26,494 | $9.69M | 1.00% | +26,494 | New |
| First National Trust Co | 26,458 | $9.68M | 0.51% | −515−1.9% | Reduced |
| Veritable, L.P. | 26,312 | $9.63M | 0.17% | +172+0.7% | Added |
| Snowden Capital Advisors LLC | 26,261 | $9.61M | 0.40% | +564+2.2% | Added |
| Boston Private Wealth LLC | 26,255 | $9.61M | 0.13% | +409+1.6% | Added |
| Freestone Capital Holdings, LLC | 26,036 | $9.52M | 0.44% | −1,205−4.4% | Reduced |
| Burleson & Company, LLC | 25,979 | $9.50M | 2.38% | +232+0.9% | Added |
| Johnson Investment Counsel Inc | 25,976 | $9.50M | 0.13% | +1,300+5.3% | Added |
| Gouws Capital LLC | 25,791 | $9.44M | 8.88% | −583−2.2% | Reduced |
| Sphera Funds Management Ltd. | 25,690 | $9.40M | 2.95% | −117,860−82.1% | Reduced |
| Essex Financial Services, Inc. | 25,656 | $9.38M | 1.02% | +432+1.7% | Added |
| Brookstone Capital Management | 25,822 | $9.37M | 0.19% | −2,764−9.7% | Reduced |
| EP Wealth Advisors, LLC | 25,590 | $9.36M | 0.17% | +630+2.5% | Added |
| London Co of Virginia | 25,526 | $9.34M | 0.06% | −1,624−6.0% | Reduced |
| Column Capital Advisors, LLC | 781,845 | $9.33M | 1.55% | +758,588+3,261.8% | Added |
| Wetherby Asset Management Inc | 25,360 | $9.28M | 0.60% | +107+0.4% | Added |
| Metis Global Partners, LLC | 25,352 | $9.27M | 0.83% | +10,076+66.0% | Added |
| Gluskin Sheff & Assoc Inc | 25,347 | $9.27M | 0.52% | +409+1.6% | Added |
| Empowered Funds, LLC | 25,320 | $9.26M | 0.61% | +16,701+193.8% | Added |
| Optimas Capital Ltd | 25,113 | $9.19M | 9.00% | +2,403+10.6% | Added |
| Great Valley Advisor Group, Inc. | 25,090 | $9.18M | 0.47% | +7,919+46.1% | Added |
| Argyle Capital Management Inc. | 25,063 | $9.17M | 3.15% | −409−1.6% | Reduced |
| Richard Bernstein Advisors LLC | 25,041 | $9.16M | 0.20% | 00.0% | Unchanged |
| Ritholtz Wealth Management | 24,907 | $9.11M | 0.51% | −1,783−6.7% | Reduced |
| Credit Agricole S A | 24,828 | $9.08M | 0.34% | −7,943−24.2% | Reduced |
| Fusion Capital, LLC | 24,826 | $9.08M | 5.35% | −373−1.5% | Reduced |
| Greenleaf Trust | 24,799 | $9.07M | 0.11% | −43,274−63.6% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 24,719 | $9.04M | 0.23% | −4,572−15.6% | Reduced |
| NJ State Employees Deferred Compensation Plan | 24,460 | $8.95M | 1.45% | −1,800−6.9% | Reduced |
| American Financial Advisors, LLC | 24,409 | $8.93M | 1.51% | 00.0% | Unchanged |
| JLB & Associates Inc | 24,191 | $8.85M | 1.41% | −2,962−10.9% | Reduced |
| Gofen & Glossberg LLC | 24,176 | $8.85M | 0.23% | +372+1.6% | Added |
| Comerica Securities,inc. | 24,112 | $8.82M | 0.63% | −582−2.4% | Reduced |
| Contravisory Investment Management, Inc. | 24,041 | $8.80M | 2.44% | +1,245+5.5% | Added |
| Trust Co of Toledo NA | 23,975 | $8.77M | 1.66% | +610+2.6% | Added |
| Stratos Wealth Partners, LTD. | 23,871 | $8.73M | 0.22% | −1,365−5.4% | Reduced |
| Huber Capital Management LLC | 23,737 | $8.68M | 2.19% | −3,800−13.8% | Reduced |
| Jackson Square Capital, LLC | 23,709 | $8.67M | 4.08% | −675−2.8% | Reduced |
| Busey Wealth Management | 23,388 | $8.56M | 0.38% | −71−0.3% | Reduced |
| Healthcare of Ontario Pension Plan Trust Fund | 23,109 | $8.45M | 0.04% | −28,566−55.3% | Reduced |
| LGT Fund Management Co Ltd. | 23,000 | $8.41M | 3.63% | 00.0% | Unchanged |
| KCM Investment Advisors LLC | 22,901 | $8.38M | 0.36% | +22+0.1% | Added |
| Ferguson Wellman Capital Management, Inc | 22,795 | $8.34M | 0.22% | +6,600+40.8% | Added |
| Palisade Asset Management, LLC | 22,683 | $8.30M | 0.95% | 00.0% | Unchanged |
| Meitav Dash Investments Ltd | 22,454 | $8.27M | 0.14% | −4,917−18.0% | Reduced |
| Cypress Asset Management Inc | 22,585 | $8.26M | 3.00% | −935−4.0% | Reduced |
| Signaturefd, LLC | 22,537 | $8.25M | 0.24% | +622+2.8% | Added |
| Dorsey Wright & Associates | 22,358 | $8.18M | 2.39% | +22,358 | New |
| Alerus Financial NA | 22,289 | $8.15M | 0.75% | +2,145+10.6% | Added |
| James Investment Research Inc | 22,278 | $8.15M | 1.14% | −328−1.5% | Reduced |
| McGowan Group Asset Management, Inc. | 22,236 | $8.13M | 1.30% | +30.0% | Added |
| Moody National Bank Trust Division | 22,110 | $8.09M | 0.70% | +90+0.4% | Added |
| Caldwell Trust Co | 22,017 | $8.05M | 1.14% | −746−3.3% | Reduced |