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 |
|---|---|---|---|---|---|
| Bernard Wealth Management Corp. | 9,717 | $7.41M | 3.10% | −274−2.7% | Reduced |
| Essential Planning, LLC. | 9,724 | $7.42M | 2.55% | −1,273−11.6% | Reduced |
| Ayrshire Capital Management LLC | 9,726 | $7.42M | 3.44% | +1,134+13.2% | Added |
| Nilsine Partners, LLC | 9,733 | $7.43M | 0.67% | −2,420−19.9% | Reduced |
| Douglass Winthrop Advisors, LLC | 9,752 | $7.44M | 0.13% | +1,154+13.4% | Added |
| Shepherd Financial Partners LLC | 9,760 | $7.45M | 0.71% | +31+0.3% | Added |
| Financial Advisory Service, Inc. | 9,774 | $7.46M | 0.51% | +235+2.5% | Added |
| Independent Financial Group, LLC | 9,783 | $7.46M | 0.18% | +718+7.9% | Added |
| Verdence Capital Advisors LLC | 9,036 | $7.47M | 0.43% | +437+5.1% | Added |
| Gerber Kawasaki Wealth & Investment Management | 9,795 | $7.47M | 0.26% | +323+3.4% | Added |
| NBT Bank N A | 10,441 | $7.48M | 0.49% | −207−1.9% | Reduced |
| Montecito Bank & Trust | 9,810 | $7.49M | 1.16% | +9,810 | New |
| Bedell Frazier Investment Counseling, LLC | 9,839 | $7.51M | 1.54% | +198+2.1% | Added |
| Checchi Capital Advisers, LLC | 9,851 | $7.52M | 0.52% | −805−7.6% | Reduced |
| Channel Wealth LLC | 9,858 | $7.52M | 2.01% | −359−3.5% | Reduced |
| Prosperity Consulting Group, LLC | 9,881 | $7.54M | 0.37% | +601+6.5% | Added |
| Harbor Investment Advisory, LLC | 9,893 | $7.55M | 0.62% | −220−2.2% | Reduced |
| Confluence Wealth Services, Inc. | 9,920 | $7.57M | 0.37% | −398−3.9% | Reduced |
| WealthTrust Axiom LLC | 9,931 | $7.58M | 2.03% | +98+1.0% | Added |
| Vivaldi Capital Management, LLC | 9,967 | $7.60M | 1.08% | −820−7.6% | Reduced |
| Parkman Healthcare Partners LLC | 10,000 | $7.63M | 0.84% | −23,296−70.0% | Reduced |
| Sivik Global Healthcare LLC | 10,000 | $7.63M | 4.01% | −1,000−9.1% | Reduced |
| Tang Capital Management LLC | 10,000 | $7.63M | 0.29% | 00.0% | Unchanged |
| Aaron Wealth Advisors | 10,003 | $7.63M | 0.46% | +4,392+78.3% | Added |
| Radnor Capital Management, LLC | 10,007 | $7.64M | 1.16% | −150−1.5% | Reduced |
| First National Bank of Omaha | 10,013 | $7.64M | 0.48% | −406−3.9% | Reduced |
| Sphera Funds Management Ltd. | 10,040 | $7.66M | 1.82% | −1,500−13.0% | Reduced |
| Clarkston Capital Partners, LLC | 10,050 | $7.67M | 0.17% | 00.0% | Unchanged |
| Blalock Williams, LLC | 10,071 | $7.68M | 6.73% | +30.0% | Added |
| Rothschild Investment LLC | 10,125 | $7.73M | 0.44% | −482−4.5% | Reduced |
| Stelac Advisory Services LLC | 10,136 | $7.73M | 2.67% | −66−0.6% | Reduced |
| Moody National Bank Trust Division | 10,139 | $7.74M | 0.65% | −693−6.4% | Reduced |
| Westpac Banking Corp | 10,192 | $7.78M | 0.48% | −4,384−30.1% | Reduced |
| First National Advisers, LLC | 10,209 | $7.79M | 1.06% | +80+0.8% | Added |
| Tower View Investment Management & Research LLC | 10,210 | $7.79M | 4.03% | +112+1.1% | Added |
| Portfolio Design Labs, LLC | 10,228 | $7.80M | 1.34% | +783+8.3% | Added |
| Evoke Wealth, LLC | 10,248 | $7.82M | 0.16% | +1,592+18.4% | Added |
| Moran Wealth Management, LLC | 10,251 | $7.82M | 0.24% | +422+4.3% | Added |
| Conning Inc. | 10,269 | $7.84M | 0.26% | −160−1.5% | Reduced |
| Naviter Wealth, LLC | 10,311 | $7.87M | 0.92% | −391−3.7% | Reduced |
| Red Cedar Investment Management, LLC | 10,334 | $7.88M | 0.92% | 00.0% | Unchanged |
| Pioneer Trust Bank N A | 10,349 | $7.90M | 1.85% | −785−7.1% | Reduced |
| Newbridge Financial Services Group, Inc. | 10,355 | $7.90M | 1.18% | +3,404+49.0% | Added |
| Hilton Capital Management, LLC | 10,364 | $7.91M | 0.64% | −802−7.2% | Reduced |
| Nicholas Hoffman & Company, LLC. | 10,364 | $7.91M | 0.19% | +155+1.5% | Added |
| K.J. Harrison & Partners Inc | 9,692 | $7.95M | 1.14% | +4,110+73.6% | Added |
| Bridgewater Associates, LP | 10,441 | $7.97M | 0.03% | +10,441 | New |
| Fisher Funds Management LTD | 10,451 | $7.97M | 0.21% | 00.0% | Unchanged |
| Private Wealth Asset Management, LLC | 10,457 | $7.98M | 0.94% | −524−4.8% | Reduced |
| Wesleyan Assurance Society | 10,500 | $8.01M | 0.48% | 00.0% | Unchanged |
| Wealthcare Advisory Partners LLC | 10,516 | $8.02M | 0.17% | +126+1.2% | Added |
| Stonebridge Capital Advisors LLC | 10,519 | $8.03M | 0.57% | +8,003+318.1% | Added |
| Skopos Labs, Inc. | 10,361 | $8.03M | 1.09% | −311−2.9% | Reduced |
| Park National Corp | 10,530 | $8.03M | 0.25% | −263−2.4% | Reduced |
| Herold Advisors, Inc. | 10,541 | $8.04M | 1.86% | +823+8.5% | Added |
| Advisors Capital Management, LLC | 10,551 | $8.05M | 0.10% | +630+6.4% | Added |
| Fiduciary Alliance LLC | 10,571 | $8.07M | 0.54% | +318+3.1% | Added |
| ROI Financial Advisors, LLC | 10,605 | $8.09M | 4.83% | −696−6.2% | Reduced |
| CFM Wealth Partners LLC | 10,623 | $8.11M | 1.18% | −687−6.1% | Reduced |
| Tower Research Capital LLC (TRC) | 10,638 | $8.12M | 0.22% | −9,924−48.3% | Reduced |
| Signet Financial Management, LLC | 10,650 | $8.13M | 0.94% | +21+0.2% | Added |
| Evergreen Capital Management LLC | 10,667 | $8.14M | 0.19% | +1,704+19.0% | Added |
| Boyd Watterson Asset Management LLC | 10,722 | $8.18M | 2.44% | −10.0% | Reduced |
| Generali Investments CEE, investicni spolecnost, a.s. | 10,755 | $8.21M | 0.62% | +307+2.9% | Added |
| Harvey Investment Co LLC | 10,775 | $8.22M | 0.88% | 00.0% | Unchanged |
| Rakuten Investment Management, Inc. | 30,126 | $8.22M | 0.03% | +30,126 | New |
| AMG National Trust Bank | 10,778 | $8.22M | 0.20% | +44+0.4% | Added |
| Bogart Wealth, LLC | 10,789 | $8.23M | 0.33% | +1,673+18.4% | Added |
| Strong Tower Advisory Services | 10,800 | $8.24M | 1.56% | +179+1.7% | Added |
| Alberta Investment Management Corp | 10,800 | $8.24M | 0.06% | −7,100−39.7% | Reduced |
| Cherokee Insurance Co | 10,800 | $8.24M | 3.53% | 00.0% | Unchanged |
| Joel Isaacson & Co., LLC | 10,845 | $8.27M | 0.30% | +3,976+57.9% | Added |
| Cohen Investment Advisors LLC | 10,845 | $8.27M | 4.02% | −21−0.2% | Reduced |
| Waters Parkerson & Co., LLC | 10,851 | $8.28M | 0.40% | −46−0.4% | Reduced |
| MIG Capital, LLC | 10,872 | $8.30M | 1.22% | −44,939−80.5% | Reduced |
| Westerkirk Capital Inc. | 10,886 | $8.31M | 0.95% | −1,319−10.8% | Reduced |
| Blue Fin Capital, Inc. | 10,891 | $8.31M | 1.31% | −156−1.4% | Reduced |
| Mattern Capital Management, LLC | 10,913 | $8.33M | 0.98% | +3,673+50.7% | Added |
| Morse Asset Management, Inc | 10,916 | $8.33M | 1.66% | −35−0.3% | Reduced |
| Summit Global Investments | 10,919 | $8.33M | 0.49% | +6,884+170.6% | Added |
| Smartleaf Asset Management LLC | 11,467 | $8.33M | 0.52% | +2,820+32.6% | Added |
| CSM Advisors, LLC | 10,974 | $8.37M | 0.23% | +9,897+918.9% | Added |
| Viking Fund Management LLC | 11,000 | $8.39M | 1.01% | +11,000 | New |
| Janney Capital Management LLC | 11,028 | $8.41M | 0.52% | −459−4.0% | Reduced |
| Community Financial Services Group, LLC | 11,029 | $8.42M | 1.54% | +1,303+13.4% | Added |
| Capital Wealth Planning, LLC | 11,055 | $8.43M | 0.06% | −566−4.9% | Reduced |
| Baldwin Investment Management, LLC | 11,079 | $8.45M | 0.97% | +1,505+15.7% | Added |
| Argyle Capital Management Inc. | 11,107 | $8.47M | 2.93% | −20−0.2% | Reduced |
| James Investment Research Inc | 11,110 | $8.48M | 0.93% | −316−2.8% | Reduced |
| Capital & Planning, LLC | 11,111 | $8.48M | 5.24% | +583+5.5% | Added |
| Meridian Wealth Management, LLC | 11,133 | $8.49M | 0.33% | +1,035+10.2% | Added |
| SevenBridge Financial Group, LLC | 8,354 | $8.50M | 1.40% | +1,162+16.2% | Added |
| Resources Investment Advisors, LLC. | 11,145 | $8.50M | 0.09% | −853−7.1% | Reduced |
| StoneX Group Inc. | 11,146 | $8.50M | 0.37% | +118+1.1% | Added |
| Centric Wealth Management | 9,867 | $8.51M | 1.90% | −335−3.3% | Reduced |
| Carderock Capital Management Inc | 11,162 | $8.52M | 2.07% | +121+1.1% | Added |
| Transcend Wealth Collective, LLC | 11,176 | $8.53M | 0.60% | +417+3.9% | Added |
| Ingalls & Snyder LLC | 11,202 | $8.55M | 0.28% | +4,158+59.0% | Added |
| Legacy Private Trust Co. | 11,204 | $8.55M | 0.51% | +435+4.0% | Added |
| Essex Savings Bank | 11,228 | $8.57M | 1.93% | −331−2.9% | Reduced |