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, Q3 2025
Institutional positions in Eli Lilly & Co as of Sep 30, 2025. 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
- 3,904
- +55 vs. Q2 2025
- Shares held
- 765.2M
- −6.18M (−0.8%) vs. Q2 2025
- Total value
- $583.5B
- −$17.1B (−2.9%) vs. Q2 2025
- New holders
- 216
- 1,795 more added
- Sold out
- 161
- 1,459 more reduced
65 institutions that held it in Q2 2025 haven't filed for Q3 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 2025: 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, Q3 2025
Shares, value and share of portfolio for each institution holding Eli Lilly & Co; share changes are against Q2 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Gotham Asset Management, LLC | 8,016 | $6.12M | 0.03% | +830+11.6% | Added |
| Wealthspire Advisors, LLC | 8,024 | $6.12M | 0.03% | −8,610−51.8% | Reduced |
| Gunderson Capital Management Inc. | 8,046 | $6.14M | 2.26% | +5,343+197.7% | Added |
| Allegheny Financial Group LTD | 8,067 | $6.16M | 1.15% | +8+0.1% | Added |
| Sagespring Wealth Partners, LLC | 8,085 | $6.17M | 0.12% | −682−7.8% | Reduced |
| Oak Harvest Investment Services | 8,087 | $6.17M | 0.72% | +4,114+103.5% | Added |
| TCI Wealth Advisors, Inc. | 8,087 | $6.17M | 0.37% | +40+0.5% | Added |
| Ascent Wealth Partners, LLC | 8,126 | $6.20M | 0.72% | +4,962+156.8% | Added |
| Fidelis Capital Partners, LLC | 8,169 | $6.23M | 0.49% | +269+3.4% | Added |
| North Star Investment Management Corp. | 8,183 | $6.24M | 0.40% | +22+0.3% | Added |
| Wolff Financial Management LLC | 8,196 | $6.25M | 1.45% | −207−2.5% | Reduced |
| Fortis Capital Management LLC | 8,267 | $6.31M | 0.89% | +7,843+1,849.8% | Added |
| FRG Family Wealth Advisors LLC | 8,287 | $6.32M | 1.02% | 00.0% | Unchanged |
| Enhancing Capital LLC | 8,300 | $6.33M | 4.63% | 00.0% | Unchanged |
| Supplemental Annuity Collective Trust of NJ | 8,300 | $6.33M | 1.67% | +500+6.4% | Added |
| DCF Advisers, LLC | 8,300 | $6.33M | 2.40% | +1,675+25.3% | Added |
| Cohen Capital Management, Inc. | 8,352 | $6.37M | 0.99% | +7,886+1,692.3% | Added |
| Burke & Herbert Bank & Trust Co | 8,357 | $6.38M | 1.37% | −400−4.6% | Reduced |
| MMBG Investment Advisors Co. | 8,369 | $6.39M | 0.57% | +3,530+72.9% | Added |
| Field & Main Bank | 8,386 | $6.40M | 1.89% | +19+0.2% | Added |
| West Branch Capital LLC | 8,398 | $6.41M | 1.68% | +165+2.0% | Added |
| Ithaka Group LLC | 8,407 | $6.41M | 1.10% | +40.0% | Added |
| Chicago Trust Co NA | 8,413 | $6.42M | 0.89% | −142−1.7% | Reduced |
| Schnieders Capital Management, LLC. | 8,431 | $6.43M | 1.15% | +8,431 | New |
| Hutchens & Kramer Investment Management Group, LLC | 8,437 | $6.44M | 2.54% | −142−1.7% | Reduced |
| Jump Financial, LLC | 8,443 | $6.44M | 0.08% | −126−1.5% | Reduced |
| Act Two Investors LLC | 8,449 | $6.45M | 1.14% | +8,449 | New |
| Western Wealth Management, LLC | 8,461 | $6.46M | 0.34% | −203−2.3% | Reduced |
| Forum Financial Management, LP | 8,468 | $6.46M | 0.09% | −337−3.8% | Reduced |
| Frank, Rimerman Advisors LLC | 8,497 | $6.48M | 0.42% | +390+4.8% | Added |
| Plimoth Trust Co LLC | 8,501 | $6.49M | 1.47% | +321+3.9% | Added |
| Lynch & Associates | 8,538 | $6.51M | 1.26% | −26−0.3% | Reduced |
| Heritage Wealth Management, Inc. | 8,592 | $6.56M | 1.92% | −270−3.0% | Reduced |
| Cabot Wealth Management Inc | 8,622 | $6.58M | 0.73% | −35−0.4% | Reduced |
| Thematics Asset Management | 8,655 | $6.60M | 0.30% | 00.0% | Unchanged |
| Portside Wealth Group, LLC | 8,680 | $6.62M | 0.92% | −365−4.0% | Reduced |
| Sand Hill Global Advisors, LLC | 8,692 | $6.63M | 0.23% | −288−3.2% | Reduced |
| First Washington CORP | 8,704 | $6.64M | 1.78% | −16−0.2% | Reduced |
| Diversify Wealth Management, LLC | 7,414 | $6.65M | 0.38% | +191+2.6% | Added |
| Atomi Financial Group, Inc. | 8,715 | $6.65M | 0.22% | +564+6.9% | Added |
| J. Stern & Co. LLP | 8,743 | $6.67M | 0.50% | +4,542+108.1% | Added |
| Deltec Asset Management LLC | 8,750 | $6.68M | 1.10% | +2,000+29.6% | Added |
| Armstrong Advisory Group, Inc | 8,770 | $6.69M | 0.47% | +3,062+53.6% | Added |
| Family Legacy Financial Solutions, LLC | 8,783 | $6.70M | 5.13% | +190+2.2% | Added |
| Capital Investment Advisory Services, LLC | 8,795 | $6.71M | 0.53% | +40+0.5% | Added |
| Norden Group LLC | 8,852 | $6.75M | 0.69% | +83+0.9% | Added |
| Covenant Asset Management, LLC | 8,856 | $6.76M | 1.28% | +103+1.2% | Added |
| Chesapeake Asset Management LLC | 8,868 | $6.77M | 6.00% | −31−0.3% | Reduced |
| First Horizon Corp | 8,872 | $6.77M | 0.32% | +8,872 | New |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 8,881 | $6.78M | 2.36% | −68−0.8% | Reduced |
| Everett Harris & Co | 8,889 | $6.78M | 0.08% | −27−0.3% | Reduced |
| Diversify Advisory Services, LLC | 7,583 | $6.80M | 0.23% | +128+1.7% | Added |
| Heritage Investors Management Corp | 8,913 | $6.80M | 0.20% | +7,709+640.3% | Added |
| Cullinan Associates Inc | 8,943 | $6.82M | 0.44% | +573+6.8% | Added |
| Trust Co of Vermont | 8,983 | $6.85M | 0.30% | −32−0.4% | Reduced |
| Central Pacific Bank - Trust Division | 8,990 | $6.86M | 0.83% | +1,843+25.8% | Added |
| Canandaigua National Bank & Trust Co | 8,992 | $6.86M | 0.60% | +833+10.2% | Added |
| Morgens Waterfall Vintiadis & Co Inc | 9,000 | $6.87M | 4.71% | 00.0% | Unchanged |
| Archon Partners LLC | 9,000 | $6.87M | 0.73% | +9,000 | New |
| Arvest Bank Trust Division | 9,011 | $6.88M | 0.38% | +8,366+1,297.1% | Added |
| Arcadia Investment Management Corp | 9,018 | $6.88M | 1.06% | +1,995+28.4% | Added |
| Howard Capital Management Inc. | 9,044 | $6.90M | 0.09% | +244+2.8% | Added |
| Costello Asset Management, INC | 9,053 | $6.91M | 2.31% | +18+0.2% | Added |
| Trust Asset Management LLC | 9,072 | $6.92M | 0.48% | 00.0% | Unchanged |
| Perkins Capital Management Inc | 9,090 | $6.94M | 6.11% | −430−4.5% | Reduced |
| Asio Capital, LLC | 9,129 | $6.97M | 1.04% | +3,215+54.4% | Added |
| Smithfield Trust Co | 9,131 | $6.97M | 0.31% | −30.0% | Reduced |
| Qtron Investments LLC | 9,146 | $6.98M | 0.86% | −228−2.4% | Reduced |
| Old Second National Bank of Aurora | 9,147 | $6.98M | 1.44% | +1,291+16.4% | Added |
| Chatham Capital Group, Inc. | 9,174 | $7.00M | 1.01% | −330−3.5% | Reduced |
| Zevin Asset Management LLC | 9,175 | $7.00M | 1.02% | −2,956−24.4% | Reduced |
| Pegasus Asset Management, Inc. | 9,183 | $7.01M | 2.25% | +1,521+19.9% | Added |
| U.S. Capital Wealth Advisors, LLC | 9,206 | $7.02M | 0.19% | −2,781−23.2% | Reduced |
| Indie Asset Partners, LLC | 9,214 | $7.03M | 9.36% | +7,941+623.8% | Added |
| Somerville Kurt F | 9,232 | $7.04M | 1.16% | +1,990+27.5% | Added |
| Caisse des Depots Et Consignations | 9,234 | $7.05M | 0.30% | +211+2.3% | Added |
| Crawford Investment Counsel Inc | 9,252 | $7.06M | 0.12% | −170−1.8% | Reduced |
| Proficio Capital Partners LLC | 9,291 | $7.09M | 0.49% | −7,515−44.7% | Reduced |
| Dark Forest Capital Management LP | 9,319 | $7.11M | 0.27% | +458+5.2% | Added |
| Consolidated Capital Management, LLC | 9,323 | $7.11M | 2.52% | +1,033+12.5% | Added |
| Wescott Financial Advisory Group, LLC | 9,358 | $7.14M | 0.64% | −26−0.3% | Reduced |
| W.G. Shaheen & Associates DBA Whitney & Co | 9,371 | $7.15M | 0.65% | +205+2.2% | Added |
| Mengis Capital Management, Inc. | 9,374 | $7.15M | 1.41% | +480+5.4% | Added |
| Sectoral Asset Management Inc | 9,376 | $7.15M | 4.42% | +400+4.5% | Added |
| Empire Financial Management Company, LLC | 9,388 | $7.16M | 1.64% | 00.0% | Unchanged |
| Sender Co & Partners, Inc. | 9,415 | $7.18M | 2.78% | +2,053+27.9% | Added |
| Fox Hill Wealth Management | 9,448 | $7.21M | 3.37% | +191+2.1% | Added |
| Sava Infond d.o.o. | 9,460 | $7.22M | 1.02% | −100−1.0% | Reduced |
| Grove Bank & Trust | 9,482 | $7.23M | 0.85% | −326−3.3% | Reduced |
| EULAV Asset Management | 9,500 | $7.25M | 0.17% | 00.0% | Unchanged |
| Private Trust Co NA | 9,531 | $7.27M | 0.64% | −2,448−20.4% | Reduced |
| Madden Securities Corp | 9,572 | $7.30M | 2.23% | +399+4.3% | Added |
| Harmony Asset Management LLC | 9,602 | $7.33M | 2.52% | +103+1.1% | Added |
| PFG Investments, LLC | 9,616 | $7.34M | 0.38% | +491+5.4% | Added |
| Savvy Advisors, Inc. | 9,648 | $7.36M | 0.34% | +2,759+40.0% | Added |
| MTM Investment Management, LLC | 9,656 | $7.37M | 2.34% | +10.0% | Added |
| Simplify Asset Management Inc. | 9,664 | $7.37M | 0.15% | −4,453−31.5% | Reduced |
| Wetzel Investment Advisors, Inc. | 9,670 | $7.38M | 3.15% | +8+0.1% | Added |
| Aull & Monroe Investment Management Corp | 9,697 | $7.40M | 3.78% | −10−0.1% | Reduced |
| Unisphere Establishment | 9,700 | $7.40M | 0.06% | 00.0% | Unchanged |