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 |
|---|---|---|---|---|---|
| Cyndeo Wealth Partners, LLC | 13,929 | $10.6M | 0.59% | −135−1.0% | Reduced |
| Mizuho Markets Americas LLC | 14,000 | $10.7M | 0.23% | +14,000 | New |
| Mission Wealth Management, LP | 14,059 | $10.7M | 0.22% | −1,422−9.2% | Reduced |
| Gimbal Financial | 14,094 | $10.8M | 6.46% | −3,066−17.9% | Reduced |
| Neville Rodie & Shaw Inc | 14,127 | $10.8M | 0.78% | −1,861−11.6% | Reduced |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 13,191 | $10.8M | 0.10% | +3,102+30.7% | Added |
| Strategic Blueprint, LLC | 14,225 | $10.9M | 0.47% | −110−0.8% | Reduced |
| Anchor Investment Management, LLC | 14,250 | $10.9M | 0.90% | +196+1.4% | Added |
| Finer Wealth Management, Inc. | 14,410 | $11.0M | 5.48% | −154−1.1% | Reduced |
| Sheets Smith Wealth Management | 14,423 | $11.0M | 1.25% | +237+1.7% | Added |
| Strategic Wealth Partners, Ltd. | 14,440 | $11.0M | 0.82% | −3,178−18.0% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 14,485 | $11.1M | 0.40% | −525−3.5% | Reduced |
| Moneta Group Investment Advisors LLC | 14,493 | $11.1M | 0.09% | +2,033+16.3% | Added |
| Segment Wealth Management, LLC | 14,494 | $11.1M | 0.66% | +10,042+225.6% | Added |
| Fiduciary Trust Co | 14,497 | $11.1M | 0.13% | +3,375+30.3% | Added |
| Independence Bank of Kentucky | 14,521 | $11.1M | 1.42% | +4,193+40.6% | Added |
| Jackson Square Capital, LLC | 14,562 | $11.1M | 2.42% | −5,749−28.3% | Reduced |
| Icon Wealth Advisors, LLC | 14,563 | $11.1M | 0.75% | +430+3.0% | Added |
| Jacobi Capital Management LLC | 14,566 | $11.1M | 0.68% | +766+5.6% | Added |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 14,588 | $11.1M | 0.22% | +841+6.1% | Added |
| RNC Capital Management LLC | 14,629 | $11.2M | 0.51% | +2,041+16.2% | Added |
| Change Path, LLC | 14,631 | $11.2M | 0.27% | +812+5.9% | Added |
| GKV Capital Management Co., Inc. | 14,731 | $11.2M | 4.44% | −198−1.3% | Reduced |
| CMH Wealth Management LLC | 14,776 | $11.3M | 2.40% | +2,314+18.6% | Added |
| Congress Asset Management Co | 14,863 | $11.3M | 0.08% | −2,547−14.6% | Reduced |
| Summit Financial, LLC | 14,877 | $11.4M | 0.17% | +815+5.8% | Added |
| Wedmont Private Capital | 13,477 | $11.4M | 0.42% | −1,221−8.3% | Reduced |
| Fi3 FINANCIAL ADVISORS, LLC | 14,918 | $11.4M | 3.85% | +196+1.3% | Added |
| Cookson Peirce & Co Inc | 14,977 | $11.4M | 0.47% | +144+1.0% | Added |
| German American Bancorp, Inc. | 14,998 | $11.4M | 1.01% | +1,267+9.2% | Added |
| Laurel Wealth Advisors LLC | 15,013 | $11.5M | 1.60% | +193+1.3% | Added |
| Capital Group Investment Management Pte. Ltd. | 15,061 | $11.5M | 1.93% | −519−3.3% | Reduced |
| Quest Investment Management LLC | 15,066 | $11.5M | 1.21% | −3,187−17.5% | Reduced |
| Algert Global LLC | 15,148 | $11.6M | 0.19% | +1,502+11.0% | Added |
| SBI Securities Co., Ltd. | 15,193 | $11.6M | 0.30% | −778−4.9% | Reduced |
| Sassicaia Capital Advisers LLC | 15,220 | $11.6M | 5.18% | +15,220 | New |
| Reuter James Wealth Management, LLC | 15,234 | $11.6M | 1.65% | −184−1.2% | Reduced |
| Nemes Rush Group LLC | 15,267 | $11.6M | 1.16% | +369+2.5% | Added |
| Motco | 15,300 | $11.7M | 1.07% | +532+3.6% | Added |
| NorthRock Partners, LLC | 15,361 | $11.7M | 0.21% | +942+6.5% | Added |
| William Blair Investment Management, LLC | 15,375 | $11.7M | 0.03% | −5,192−25.2% | Reduced |
| Obermeyer Wood Investment Counsel, LLLP | 15,399 | $11.7M | 0.55% | −902−5.5% | Reduced |
| SeaCrest Wealth Management, LLC | 13,896 | $11.8M | 1.24% | −212−1.5% | Reduced |
| NWK Group, Inc. | 15,418 | $11.8M | 4.00% | −41−0.3% | Reduced |
| Vise Technologies, Inc. | 15,437 | $11.8M | 0.44% | −6,319−29.0% | Reduced |
| Matthew 25 Management Corp | 15,500 | $11.8M | 3.64% | +8,250+113.8% | Added |
| Mesirow Financial Investment Management, Inc. | 15,495 | $11.8M | 0.21% | +220+1.4% | Added |
| Buckingham Strategic Partners | 13,410 | $11.8M | 0.13% | −552−4.0% | Reduced |
| Alpha Cubed Investments, LLC | 15,543 | $11.9M | 0.41% | +691+4.7% | Added |
| FineMark National Bank & Trust | 15,556 | $11.9M | 0.39% | −1,399−8.3% | Reduced |
| WCM Investment Management, LLC | 16,363 | $11.9M | 0.02% | −630−3.7% | Reduced |
| Market Street Wealth Management Advisors LLC | 15,697 | $12.0M | 1.90% | −42−0.3% | Reduced |
| Twin Capital Management Inc | 15,761 | $12.0M | 1.51% | −3,615−18.7% | Reduced |
| Stansberry Asset Management, LLC | 15,834 | $12.1M | 1.26% | +4,282+37.1% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 15,835 | $12.1M | 0.58% | −347−2.1% | Reduced |
| First National Bank of Mount Dora, Trust Investment Services | 15,903 | $12.1M | 2.68% | +1,772+12.5% | Added |
| Voleon Capital Management LP | 15,965 | $12.2M | 0.30% | −3,051−16.0% | Reduced |
| Nwam LLC | 15,293 | $12.3M | 0.67% | +1,208+8.6% | Added |
| American National Bank | 16,175 | $12.3M | 1.22% | −1,340−7.7% | Reduced |
| Amica Mutual Insurance Co | 16,185 | $12.3M | 1.13% | +2,031+14.3% | Added |
| Twin Tree Management, LP | 16,206 | $12.4M | 0.58% | −14,601−47.4% | Reduced |
| Sigma Planning Corp | 16,235 | $12.4M | 0.35% | −306−1.8% | Reduced |
| APG Asset Management US Inc. | 15,015 | $12.4M | 0.09% | +98+0.7% | Added |
| Patten & Patten Inc | 16,276 | $12.4M | 0.73% | −456−2.7% | Reduced |
| Compass Capital Management, Inc | 16,301 | $12.4M | 0.66% | −2,136−11.6% | Reduced |
| Kinneret Advisory, LLC | 16,317 | $12.4M | 1.06% | −73−0.4% | Reduced |
| Princeton Capital Management LLC | 16,350 | $12.5M | 3.35% | +1,202+7.9% | Added |
| Monetary Management Group Inc | 16,355 | $12.5M | 2.87% | +75+0.5% | Added |
| Wedbush Securities Inc | 16,429 | $12.5M | 0.41% | +516+3.2% | Added |
| Hilltop Holdings Inc. | 16,480 | $12.6M | 0.67% | +8,154+97.9% | Added |
| Roffman Miller Associates Inc | 16,522 | $12.6M | 0.71% | +16,522 | New |
| Shelton Capital Management | 16,586 | $12.7M | 0.27% | −563−3.3% | Reduced |
| V-Square Quantitative Management LLC | 16,632 | $12.7M | 2.14% | +1,083+7.0% | Added |
| Larson Financial Group LLC | 16,761 | $12.8M | 0.45% | +243+1.5% | Added |
| Spirepoint Private Client, LLC | 16,852 | $12.9M | 1.35% | +696+4.3% | Added |
| Codex Capital Asset Management L.L.C. | 17,000 | $13.0M | 4.88% | 00.0% | Unchanged |
| GAMMA Investing LLC | 17,180 | $13.1M | 0.72% | −804−4.5% | Reduced |
| Hartline Investment Corp | 17,245 | $13.2M | 1.36% | +296+1.7% | Added |
| Meeder Asset Management Inc | 17,328 | $13.2M | 0.75% | −3,902−18.4% | Reduced |
| Plato Investment Management Ltd | 17,492 | $13.2M | 0.90% | 00.0% | Unchanged |
| Meeder Advisory Services, Inc. | 17,374 | $13.3M | 0.62% | +147+0.9% | Added |
| Rowland & Co Investment Counsel | 17,397 | $13.3M | 2.61% | −1,674−8.8% | Reduced |
| Exencial Wealth Advisors, LLC | 17,408 | $13.3M | 0.43% | +11,396+189.6% | Added |
| Gouws Capital LLC | 17,484 | $13.3M | 7.33% | +337+2.0% | Added |
| International Assets Investment Management, LLC | 17,278 | $13.3M | 1.07% | −431−2.4% | Reduced |
| CCM Investment Advisers LLC | 17,516 | $13.4M | 1.32% | +194+1.1% | Added |
| Vestmark Advisory Solutions, Inc. | 17,545 | $13.4M | 0.26% | +4,400+33.5% | Added |
| IFP Advisors, Inc | 17,596 | $13.4M | 0.35% | +2,038+13.1% | Added |
| Colonial Trust Co | 17,604 | $13.4M | 1.81% | +94+0.5% | Added |
| Hemenway Trust Co LLC | 17,707 | $13.5M | 1.03% | +5,752+48.1% | Added |
| Harbour Capital Advisors, LLC | 16,023 | $13.5M | 2.77% | −269−1.7% | Reduced |
| Rice Partnership, LLC | 17,802 | $13.6M | 1.93% | −812−4.4% | Reduced |
| Ascent Group, LLC | 17,821 | $13.6M | 0.48% | +575+3.3% | Added |
| Winthrop Capital Management, LLC | 17,835 | $13.6M | 3.29% | +174+1.0% | Added |
| SkyOak Wealth, LLC | 17,882 | $13.6M | 2.58% | −428−2.3% | Reduced |
| Sierra Summit Advisors LLC | 17,920 | $13.7M | 2.08% | +1,672+10.3% | Added |
| Pallas Capital Advisors LLC | 17,927 | $13.7M | 0.50% | +240+1.4% | Added |
| Global Retirement Partners, LLC | 18,023 | $13.8M | 0.31% | −2,706−13.1% | Reduced |
| EFG Asset Management (North America) Corp. | 18,051 | $13.8M | 1.78% | +3,113+20.8% | Added |
| Coastline Trust Co | 18,059 | $13.8M | 1.48% | −314−1.7% | Reduced |