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 |
|---|---|---|---|---|---|
| Sargent Bickham Lagudis LLC | 11,562 | $4.23M | 0.35% | +643+5.9% | Added |
| Nwam LLC | 11,500 | $4.21M | 0.37% | +7,405+180.8% | Added |
| Punch & Associates Investment Management, Inc. | 11,381 | $4.16M | 0.27% | +400+3.6% | Added |
| Petredis Investment Advisors LLC | 11,316 | $4.14M | 0.75% | +11,316 | New |
| Mayflower Financial Advisors, LLC | 11,287 | $4.13M | 0.57% | +12+0.1% | Added |
| Montecito Bank & Trust | 11,258 | $4.12M | 1.00% | −343−3.0% | Reduced |
| GM Advisory Group, Inc. | 11,236 | $4.11M | 0.44% | 00.0% | Unchanged |
| Fulton Bank, N.A. | 11,203 | $4.10M | 0.23% | −141−1.2% | Reduced |
| Meeder Advisory Services, Inc. | 11,201 | $4.10M | 0.52% | +11,201 | New |
| Beck Capital Management, LLC | 11,131 | $4.07M | 1.71% | +3,749+50.8% | Added |
| Princeton Capital Management LLC | 11,131 | $4.07M | 1.81% | −617−5.3% | Reduced |
| Aull & Monroe Investment Management Corp | 11,093 | $4.06M | 2.02% | −724−6.1% | Reduced |
| C2C Wealth Management, LLC | 11,515 | $4.05M | 0.70% | 00.0% | Unchanged |
| Bellevue Group AG | 11,055 | $4.04M | 0.05% | +1,565+16.5% | Added |
| Bender Robert & Associates | 11,034 | $4.04M | 1.51% | +75+0.7% | Added |
| Checchi Capital Advisers, LLC | 11,027 | $4.03M | 0.42% | −52−0.5% | Reduced |
| MTM Investment Management, LLC | 11,022 | $4.03M | 2.09% | +10.0% | Added |
| Morgens Waterfall Vintiadis & Co Inc | 11,000 | $4.02M | 3.49% | −900−7.6% | Reduced |
| Union Heritage Capital, LLC | 11,000 | $4.02M | 2.45% | 00.0% | Unchanged |
| Smithbridge Asset Management Inc | 10,998 | $4.02M | 1.07% | +10,998 | New |
| Ogorek Anthony Joseph | 10,993 | $4.02M | 1.75% | −72−0.7% | Reduced |
| Shepherd Financial Partners LLC | 10,987 | $4.02M | 0.73% | −26−0.2% | Reduced |
| Cambridge Trust Co | 10,933 | $4.00M | 0.18% | +371+3.5% | Added |
| Heritage Wealth Management, LLC | 10,836 | $3.96M | 0.57% | +5,792+114.8% | Added |
| Stamos Capital Partners, L.P. | 10,820 | $3.96M | 1.25% | −5,670−34.4% | Reduced |
| Intrepid Financial Planning Group LLC | 10,749 | $3.93M | 2.14% | −1,002−8.5% | Reduced |
| Essential Planning, LLC. | 12,336 | $3.93M | 3.01% | +12,336 | New |
| Wahed Invest LLC | 10,736 | $3.93M | 2.04% | +1,104+11.5% | Added |
| Belpointe Asset Management LLC | 10,732 | $3.93M | 0.24% | +350+3.4% | Added |
| Roman Butler Fullerton & Co | 10,797 | $3.86M | 2.00% | −11−0.1% | Reduced |
| Crew Capital Management, Ltd. | 10,534 | $3.85M | 5.53% | −8−0.1% | Reduced |
| Herold Advisors, Inc. | 10,509 | $3.84M | 1.63% | +1,500+16.7% | Added |
| Bailard, Inc. | 10,475 | $3.83M | 0.15% | −105−1.0% | Reduced |
| Lake Street Advisors Group, LLC | 10,460 | $3.83M | 0.25% | −223−2.1% | Reduced |
| Integrated Advisors Network LLC | 10,455 | $3.82M | 0.25% | +2,474+31.0% | Added |
| Investors Asset Management of Georgia Inc | 10,453 | $3.82M | 1.99% | −223−2.1% | Reduced |
| Wade G W & Inc | 10,447 | $3.82M | 0.16% | −17−0.2% | Reduced |
| Family Legacy, Inc. | 10,867 | $3.80M | 1.66% | −173−1.6% | Reduced |
| Covenant Asset Management, LLC | 10,354 | $3.79M | 1.36% | +235+2.3% | Added |
| Sawtooth Solutions, LLC | 10,319 | $3.78M | 0.51% | +427+4.3% | Added |
| Cigna Investments Inc | 10,297 | $3.77M | 0.79% | +20+0.2% | Added |
| Waldron Private Wealth LLC | 11,636 | $3.76M | 0.23% | 00.0% | Unchanged |
| Resources Investment Advisors, LLC. | 10,272 | $3.76M | 0.11% | +682+7.1% | Added |
| Oak Harvest Investment Services | 10,270 | $3.76M | 0.98% | −6,244−37.8% | Reduced |
| Beck Bode, LLC | 10,246 | $3.75M | 0.84% | +774+8.2% | Added |
| Fairfield Financial Advisors, LTD | 10,239 | $3.75M | 1.72% | +224+2.2% | Added |
| Horizon Investments, LLC | 10,269 | $3.75M | 0.11% | +5,397+110.8% | Added |
| Bridges Investment Management Inc | 10,164 | $3.72M | 0.14% | −50−0.5% | Reduced |
| Madden Securities Corp | 10,120 | $3.70M | 1.95% | +10,120 | New |
| Enterprise Bank & Trust Co | 10,107 | $3.70M | 1.75% | −48−0.5% | Reduced |
| Waters Parkerson & Co., LLC | 10,073 | $3.69M | 0.22% | −897−8.2% | Reduced |
| Alaska Permanent Fund Corp | 10,021 | $3.67M | 0.06% | −1,646−14.1% | Reduced |
| Clarkston Capital Partners, LLC | 10,000 | $3.66M | 0.07% | 00.0% | Unchanged |
| Intrinsic Edge Capital Management LLC | 10,000 | $3.66M | 0.39% | +10,000 | New |
| Sanders Morris Harris LLC | 9,990 | $3.65M | 1.38% | −6−0.1% | Reduced |
| Ashton Thomas Private Wealth, LLC | 9,981 | $3.65M | 0.36% | +216+2.2% | Added |
| Strategic Wealth Partners, Ltd. | 9,958 | $3.64M | 0.68% | +1,956+24.4% | Added |
| AMG National Trust Bank | 9,928 | $3.63M | 0.13% | −276−2.7% | Reduced |
| Clarius Group, LLC | 9,886 | $3.62M | 0.33% | +188+1.9% | Added |
| Lifeworks Advisors, LLC | 9,863 | $3.61M | 2.03% | +346+3.6% | Added |
| Advisory Alpha, LLC | 9,853 | $3.60M | 0.26% | +122+1.3% | Added |
| Mutual Advisors, LLC | 9,839 | $3.60M | 0.16% | +368+3.9% | Added |
| Diversified Trust Co | 9,838 | $3.60M | 0.15% | +437+4.6% | Added |
| First Hawaiian Bank | 9,777 | $3.58M | 0.13% | +243+2.5% | Added |
| Clough Capital Partners L P | 9,700 | $3.55M | 0.36% | +9,700 | New |
| Sandy Spring Bank | 9,692 | $3.55M | 0.21% | +2,407+33.0% | Added |
| Independent Financial Group, LLC | 9,654 | $3.53M | 0.30% | +2,153+28.7% | Added |
| Hunter Associates Investment Management LLC | 9,646 | $3.53M | 0.85% | +150+1.6% | Added |
| Estabrook Capital Management | 9,590 | $3.51M | 0.60% | −340−3.4% | Reduced |
| Private Trust Co NA | 9,585 | $3.51M | 0.52% | +310+3.3% | Added |
| Morse Asset Management, Inc | 9,543 | $3.49M | 1.27% | +2,100+28.2% | Added |
| Blue Fin Capital, Inc. | 9,531 | $3.49M | 1.28% | −252−2.6% | Reduced |
| American National Bank | 9,524 | $3.48M | 0.71% | +374+4.1% | Added |
| Chapin Davis, Inc. | 9,515 | $3.48M | 2.02% | +9,515 | New |
| Evergreen Capital Management LLC | 9,499 | $3.48M | 0.16% | +475+5.3% | Added |
| Platte River Wealth Advisors, LLC | 9,405 | $3.44M | 1.45% | 00.0% | Unchanged |
| Ontario Teachers Pension Plan Board | 9,399 | $3.44M | 0.04% | +2,449+35.2% | Added |
| Mitchell Capital Management Co | 9,395 | $3.44M | 0.95% | −5−0.1% | Reduced |
| Boyd Watterson Asset Management LLC | 9,394 | $3.44M | 1.42% | −780−7.7% | Reduced |
| Wedmont Private Capital | 9,418 | $3.42M | 0.51% | +1,420+17.8% | Added |
| Great Diamond Partners, LLC | 9,333 | $3.41M | 1.05% | +57+0.6% | Added |
| Second Half Financial Partners, LLC | 9,867 | $3.40M | 2.21% | −103−1.0% | Reduced |
| Ameritas Advisory Services, LLC | 9,243 | $3.38M | 0.16% | +1,804+24.3% | Added |
| Abbrea Capital, LLC | 9,219 | $3.37M | 0.61% | +98+1.1% | Added |
| Smithfield Trust Co | 9,210 | $3.37M | 0.23% | 00.0% | Unchanged |
| Claraphi Advisory Network, LLC | 9,136 | $3.34M | 1.33% | +3,924+75.3% | Added |
| Thoroughbred Financial Services, LLC | 9,136 | $3.34M | 0.55% | −20−0.2% | Reduced |
| First Citizens Financial Corp | 9,127 | $3.34M | 2.88% | −140−1.5% | Reduced |
| Connectus Wealth, LLC | 9,097 | $3.33M | 0.09% | −583−6.0% | Reduced |
| Forum Financial Management, LP | 9,101 | $3.33M | 0.11% | +423+4.9% | Added |
| Elgethun Capital Management | 9,166 | $3.32M | 1.20% | 00.0% | Unchanged |
| Compass Wealth Management LLC | 9,086 | $3.32M | 1.09% | +9,086 | New |
| Graphene Investments SAS | 9,000 | $3.29M | 2.23% | +9,000 | New |
| Prospera Financial Services Inc | 8,999 | $3.29M | 0.16% | −4,076−31.2% | Reduced |
| Trust Asset Management LLC | 8,980 | $3.29M | 0.41% | 00.0% | Unchanged |
| Desjardins Global Asset Management Inc. | 8,978 | $3.28M | 0.52% | −5,150−36.5% | Reduced |
| Level Four Advisory Services, LLC | 8,973 | $3.28M | 0.24% | +3,262+57.1% | Added |
| Geneos Wealth Management Inc. | 8,966 | $3.28M | 0.20% | −427−4.5% | Reduced |
| Brooktree Capital Management | 8,914 | $3.26M | 2.68% | 00.0% | Unchanged |
| Centre Asset Management, LLC | 8,846 | $3.24M | 0.86% | +350+4.1% | Added |