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
- 2,672
- +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 | $942.8B |
| 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 |
|---|---|---|---|---|---|
| Federation des caisses Desjardins du Quebec | 15,981 | $5.85M | 0.07% | −178−1.1% | Reduced |
| ARGI Investment Services, LLC | 15,907 | $5.82M | 0.19% | +1,171+7.9% | Added |
| Stanley-Laman Group, Ltd. | 15,849 | $5.80M | 1.10% | −662−4.0% | Reduced |
| Brookfield Asset Management Inc. | 15,841 | $5.80M | 0.02% | +7,276+85.0% | Added |
| Virtu Financial LLC | 15,764 | $5.77M | 0.76% | +15,764 | New |
| Creative Financial Designs Inc | 15,721 | $5.75M | 0.85% | −1,031−6.2% | Reduced |
| Chilton Capital Management LLC | 15,632 | $5.72M | 0.36% | 00.0% | Unchanged |
| Roanoke Asset Management Corp | 15,575 | $5.70M | 2.59% | −1,040−6.3% | Reduced |
| Home Federal Bank of Tennessee | 15,544 | $5.69M | 2.16% | −1,167−7.0% | Reduced |
| Ascent Group, LLC | 15,538 | $5.68M | 0.67% | −560−3.5% | Reduced |
| FORA Capital, LLC | 15,506 | $5.67M | 0.92% | +6,751+77.1% | Added |
| Tower View Investment Management & Research LLC | 15,471 | $5.66M | 3.96% | −777−4.8% | Reduced |
| First Nebraska Trust Co | 15,375 | $5.62M | 0.73% | −269−1.7% | Reduced |
| Meiji Yasuda Life Insurance Co | 15,358 | $5.62M | 0.12% | −130−0.8% | Reduced |
| GYL Financial Synergies, LLC | 15,324 | $5.61M | 1.21% | +271+1.8% | Added |
| Shelton Capital Management | 15,200 | $5.56M | 0.59% | +472+3.2% | Added |
| Jacobi Capital Management LLC | 15,136 | $5.54M | 0.69% | −204−1.3% | Reduced |
| Wolff Financial Management LLC | 15,127 | $5.53M | 2.05% | −17−0.1% | Reduced |
| Sustainable Insight Capital Management, LLC | 15,119 | $5.53M | 6.24% | +4,727+45.5% | Added |
| Nicholas Hoffman & Company, LLC. | 15,031 | $5.50M | 0.59% | +34+0.2% | Added |
| Private Advisor Group, LLC | 69,024 | $5.48M | 0.28% | +5,737+9.1% | Added |
| Wedbush Securities Inc | 14,922 | $5.46M | 0.30% | +1,418+10.5% | Added |
| Hartford Financial Management Inc. | 14,904 | $5.45M | 1.44% | 00.0% | Unchanged |
| Park National Corp | 14,890 | $5.45M | 0.24% | +1,275+9.4% | Added |
| Fi3 FINANCIAL ADVISORS, LLC | 14,718 | $5.38M | 3.08% | +48+0.3% | Added |
| Osterweis Capital Management Inc | 14,610 | $5.34M | 0.39% | −56−0.4% | Reduced |
| Seeyond | 14,606 | $5.34M | 0.52% | +3,005+25.9% | Added |
| Coldstream Capital Management Inc | 14,599 | $5.34M | 0.20% | +14,599 | New |
| China Universal Asset Management Co., Ltd. | 14,565 | $5.33M | 2.14% | +1,681+13.0% | Added |
| Greylin Investment Mangement Inc | 14,535 | $5.32M | 0.98% | −90−0.6% | Reduced |
| Wilbanks Smith & Thomas Asset Management LLC | 14,514 | $5.31M | 0.20% | +486+3.5% | Added |
| Icon Wealth Advisors, LLC | 14,270 | $5.22M | 0.60% | +37+0.3% | Added |
| Indiana Trust & Investment Management CO | 14,254 | $5.21M | 2.94% | +277+2.0% | Added |
| Fernwood Investment Management, LLC | 14,233 | $5.21M | 2.15% | +15+0.1% | Added |
| Transform Wealth, LLC | 14,122 | $5.17M | 0.58% | +14,122 | New |
| Intrust Bank NA | 14,106 | $5.16M | 0.72% | +497+3.7% | Added |
| Pathstone Family Office, LLC | 32,277 | $5.16M | 0.10% | +14,821+84.9% | Added |
| Transcend Wealth Collective, LLC | 14,009 | $5.13M | 0.56% | +548+4.1% | Added |
| Gladstone Institutional Advisory LLC | 13,996 | $5.12M | 0.36% | −1,576−10.1% | Reduced |
| Harvey Investment Co LLC | 13,955 | $5.11M | 0.66% | 00.0% | Unchanged |
| Summit Financial Group Inc | 13,915 | $5.09M | 2.02% | −20−0.1% | Reduced |
| Centric Wealth Management | 13,892 | $5.08M | 2.58% | +124+0.9% | Added |
| Nomura Holdings Inc | 13,862 | $5.07M | 0.05% | −14,260−50.7% | Reduced |
| CMH Wealth Management LLC | 13,803 | $5.05M | 1.62% | −101−0.7% | Reduced |
| Wellington Shields & Co., LLC | 13,787 | $5.04M | 1.15% | +83+0.6% | Added |
| Edge Capital Group, LLC | 13,638 | $4.99M | 0.35% | +652+5.0% | Added |
| AlphaStar Capital Management, LLC | 13,609 | $4.98M | 0.51% | −1,307−8.8% | Reduced |
| Bridgeway Capital Management, LLC | 13,604 | $4.98M | 0.13% | −5,546−29.0% | Reduced |
| Institutional & Family Asset Management, LLC | 13,569 | $4.96M | 0.83% | −1,864−12.1% | Reduced |
| SevenBridge Financial Group, LLC | 13,535 | $4.95M | 1.45% | −84−0.6% | Reduced |
| Glynn Capital Management LLC | 13,490 | $4.94M | 1.19% | 00.0% | Unchanged |
| Commerzbank Aktiengesellschaft | 13,490 | $4.93M | 0.31% | −250−1.8% | Reduced |
| Naples Global Advisors, LLC | 13,466 | $4.93M | 0.63% | −360−2.6% | Reduced |
| Tokio Marine Asset Management Co Ltd | 13,422 | $4.91M | 0.38% | +1,373+11.4% | Added |
| Anchor Investment Management, LLC | 13,399 | $4.90M | 0.70% | −501−3.6% | Reduced |
| Highland Capital Management, LLC | 13,388 | $4.90M | 0.35% | +2,455+22.5% | Added |
| Bank Ozk | 13,380 | $4.89M | 2.42% | −103−0.8% | Reduced |
| Cable Hill Partners, LLC | 13,310 | $4.87M | 0.87% | +306+2.4% | Added |
| Jessup Wealth Management, Inc | 13,266 | $4.85M | 3.08% | +13,266 | New |
| Perkins Capital Management Inc | 13,216 | $4.83M | 5.10% | 00.0% | Unchanged |
| Jaffetilchin Investment Partners, LLC | 13,207 | $4.83M | 0.59% | −218−1.6% | Reduced |
| McKinley Carter Wealth Services, Inc. | 13,200 | $4.83M | 0.41% | −199−1.5% | Reduced |
| RNC Capital Management LLC | 13,200 | $4.83M | 0.27% | −1,161−8.1% | Reduced |
| Providence Wealth Advisors, LLC | 13,450 | $4.82M | 3.58% | −141−1.0% | Reduced |
| AIA Group Ltd | 13,172 | $4.82M | 0.29% | −772−5.5% | Reduced |
| Arabesque Asset Management Ltd | 13,143 | $4.81M | 1.63% | +5,211+65.7% | Added |
| Essex Savings Bank | 13,134 | $4.80M | 1.69% | −214−1.6% | Reduced |
| Supplemental Annuity Collective Trust of NJ | 13,100 | $4.79M | 1.99% | 00.0% | Unchanged |
| Cohen Investment Advisors LLC | 13,060 | $4.78M | 3.98% | −329−2.5% | Reduced |
| Sequoia Financial Advisors, LLC | 13,026 | $4.77M | 0.12% | +7,073+118.8% | Added |
| TD Private Client Wealth LLC | 12,974 | $4.75M | 0.22% | +1,259+10.7% | Added |
| Stableford Capital II LLC | 13,491 | $4.72M | 2.56% | −154−1.1% | Reduced |
| Segall Bryant & Hamill, LLC | 12,831 | $4.69M | 0.05% | −86−0.7% | Reduced |
| Lincoln National Corp | 12,736 | $4.66M | 0.11% | −4,932−27.9% | Reduced |
| Reynders McVeigh Capital Management, LLC | 12,726 | $4.66M | 0.34% | 00.0% | Unchanged |
| First City Capital Management, Inc. | 12,654 | $4.63M | 2.79% | −865−6.4% | Reduced |
| Buckingham Strategic Wealth, LLC | 12,598 | $4.61M | 0.08% | −1,120−8.2% | Reduced |
| Aaron Wealth Advisors | 12,439 | $4.55M | 0.67% | −59−0.5% | Reduced |
| Cornerstone Advisors, LLC | 12,400 | $4.54M | 0.22% | 00.0% | Unchanged |
| Atlantic Union Bankshares Corp | 12,321 | $4.51M | 0.48% | −1,524−11.0% | Reduced |
| TruWealth Advisors, LLC | 12,287 | $4.50M | 0.44% | +11,561+1,592.4% | Added |
| Affinity Wealth Management LLC | 12,269 | $4.49M | 1.06% | +324+2.7% | Added |
| BancorpSouth Bank | 12,169 | $4.45M | 0.41% | +180+1.5% | Added |
| Global Retirement Partners, LLC | 12,160 | $4.45M | 0.31% | +782+6.9% | Added |
| Leelyn Smith, LLC | 12,144 | $4.44M | 1.22% | +1,002+9.0% | Added |
| Perigon Wealth Management, LLC | 12,139 | $4.44M | 0.28% | +1,179+10.8% | Added |
| Plancorp, LLC | 12,120 | $4.43M | 0.26% | −9−0.1% | Reduced |
| Gamble Jones Investment Counsel | 12,050 | $4.41M | 0.33% | −160−1.3% | Reduced |
| Eastern Bank | 12,034 | $4.40M | 0.23% | −937−7.2% | Reduced |
| American Assets Investment Management, LLC | 12,000 | $4.39M | 0.51% | 00.0% | Unchanged |
| Patten & Patten Inc | 11,911 | $4.36M | 0.40% | +4,631+63.6% | Added |
| WealthTrust Axiom LLC | 11,902 | $4.35M | 1.52% | −101−0.8% | Reduced |
| TRUE Private Wealth Advisors | 11,829 | $4.33M | 0.67% | −79−0.7% | Reduced |
| David J Yvars Group | 11,821 | $4.32M | 5.42% | −396−3.2% | Reduced |
| New England Asset Management Inc | 11,814 | $4.32M | 0.08% | −9,100−43.5% | Reduced |
| Bank Hapoalim BM | 11,807 | $4.32M | 0.54% | −805−6.4% | Reduced |
| Veriti Management LLC | 11,798 | $4.32M | 0.57% | −264−2.2% | Reduced |
| Park Avenue Securities LLC | 11,761 | $4.30M | 0.08% | +864+7.9% | Added |
| Abner Herrman & Brock LLC | 11,763 | $4.30M | 0.66% | +3,753+46.9% | Added |
| Ingalls & Snyder LLC | 11,730 | $4.29M | 0.24% | −50−0.4% | Reduced |