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 |
|---|---|---|---|---|---|
| JLB & Associates Inc | 11,290 | $8.61M | 1.13% | +494+4.6% | Added |
| Brass Tax Wealth Management, Inc | 11,271 | $8.60M | 1.43% | +502+4.7% | Added |
| SCS Capital Management LLC | 11,258 | $8.59M | 0.09% | −7,076−38.6% | Reduced |
| Formidable Asset Management, LLC | 11,016 | $8.59M | 1.35% | +1,527+16.1% | Added |
| Essex Savings Bank | 11,228 | $8.57M | 1.93% | −331−2.9% | Reduced |
| Legacy Private Trust Co. | 11,204 | $8.55M | 0.51% | +435+4.0% | Added |
| Ingalls & Snyder LLC | 11,202 | $8.55M | 0.28% | +4,158+59.0% | Added |
| Transcend Wealth Collective, LLC | 11,176 | $8.53M | 0.60% | +417+3.9% | Added |
| Carderock Capital Management Inc | 11,162 | $8.52M | 2.07% | +121+1.1% | Added |
| Centric Wealth Management | 9,867 | $8.51M | 1.90% | −335−3.3% | Reduced |
| StoneX Group Inc. | 11,146 | $8.50M | 0.37% | +118+1.1% | Added |
| Resources Investment Advisors, LLC. | 11,145 | $8.50M | 0.09% | −853−7.1% | Reduced |
| SevenBridge Financial Group, LLC | 8,354 | $8.50M | 1.40% | +1,162+16.2% | Added |
| Meridian Wealth Management, LLC | 11,133 | $8.49M | 0.33% | +1,035+10.2% | Added |
| Capital & Planning, LLC | 11,111 | $8.48M | 5.24% | +583+5.5% | Added |
| James Investment Research Inc | 11,110 | $8.48M | 0.93% | −316−2.8% | Reduced |
| Argyle Capital Management Inc. | 11,107 | $8.47M | 2.93% | −20−0.2% | Reduced |
| Baldwin Investment Management, LLC | 11,079 | $8.45M | 0.97% | +1,505+15.7% | Added |
| Capital Wealth Planning, LLC | 11,055 | $8.43M | 0.06% | −566−4.9% | Reduced |
| Community Financial Services Group, LLC | 11,029 | $8.42M | 1.54% | +1,303+13.4% | Added |
| Janney Capital Management LLC | 11,028 | $8.41M | 0.52% | −459−4.0% | Reduced |
| Viking Fund Management LLC | 11,000 | $8.39M | 1.01% | +11,000 | New |
| CSM Advisors, LLC | 10,974 | $8.37M | 0.23% | +9,897+918.9% | Added |
| Smartleaf Asset Management LLC | 11,467 | $8.33M | 0.52% | +2,820+32.6% | Added |
| Summit Global Investments | 10,919 | $8.33M | 0.49% | +6,884+170.6% | Added |
| Morse Asset Management, Inc | 10,916 | $8.33M | 1.66% | −35−0.3% | Reduced |
| Mattern Capital Management, LLC | 10,913 | $8.33M | 0.98% | +3,673+50.7% | Added |
| Blue Fin Capital, Inc. | 10,891 | $8.31M | 1.31% | −156−1.4% | Reduced |
| Westerkirk Capital Inc. | 10,886 | $8.31M | 0.95% | −1,319−10.8% | Reduced |
| MIG Capital, LLC | 10,872 | $8.30M | 1.22% | −44,939−80.5% | Reduced |
| Waters Parkerson & Co., LLC | 10,851 | $8.28M | 0.40% | −46−0.4% | Reduced |
| Cohen Investment Advisors LLC | 10,845 | $8.27M | 4.02% | −21−0.2% | Reduced |
| Joel Isaacson & Co., LLC | 10,845 | $8.27M | 0.30% | +3,976+57.9% | 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 |
| Strong Tower Advisory Services | 10,800 | $8.24M | 1.56% | +179+1.7% | Added |
| Bogart Wealth, LLC | 10,789 | $8.23M | 0.33% | +1,673+18.4% | Added |
| AMG National Trust Bank | 10,778 | $8.22M | 0.20% | +44+0.4% | Added |
| Rakuten Investment Management, Inc. | 30,126 | $8.22M | 0.03% | +30,126 | New |
| Harvey Investment Co LLC | 10,775 | $8.22M | 0.88% | 00.0% | Unchanged |
| Generali Investments CEE, investicni spolecnost, a.s. | 10,755 | $8.21M | 0.62% | +307+2.9% | Added |
| Boyd Watterson Asset Management LLC | 10,722 | $8.18M | 2.44% | −10.0% | Reduced |
| Evergreen Capital Management LLC | 10,667 | $8.14M | 0.19% | +1,704+19.0% | Added |
| Signet Financial Management, LLC | 10,650 | $8.13M | 0.94% | +21+0.2% | Added |
| Tower Research Capital LLC (TRC) | 10,638 | $8.12M | 0.22% | −9,924−48.3% | Reduced |
| CFM Wealth Partners LLC | 10,623 | $8.11M | 1.18% | −687−6.1% | Reduced |
| ROI Financial Advisors, LLC | 10,605 | $8.09M | 4.83% | −696−6.2% | Reduced |
| Fiduciary Alliance LLC | 10,571 | $8.07M | 0.54% | +318+3.1% | Added |
| Advisors Capital Management, LLC | 10,551 | $8.05M | 0.10% | +630+6.4% | Added |
| Herold Advisors, Inc. | 10,541 | $8.04M | 1.86% | +823+8.5% | Added |
| Park National Corp | 10,530 | $8.03M | 0.25% | −263−2.4% | Reduced |
| Skopos Labs, Inc. | 10,361 | $8.03M | 1.09% | −311−2.9% | Reduced |
| Stonebridge Capital Advisors LLC | 10,519 | $8.03M | 0.57% | +8,003+318.1% | Added |
| Wealthcare Advisory Partners LLC | 10,516 | $8.02M | 0.17% | +126+1.2% | Added |
| Wesleyan Assurance Society | 10,500 | $8.01M | 0.48% | 00.0% | Unchanged |
| Private Wealth Asset Management, LLC | 10,457 | $7.98M | 0.94% | −524−4.8% | Reduced |
| Fisher Funds Management LTD | 10,451 | $7.97M | 0.21% | 00.0% | Unchanged |
| Bridgewater Associates, LP | 10,441 | $7.97M | 0.03% | +10,441 | New |
| K.J. Harrison & Partners Inc | 9,692 | $7.95M | 1.14% | +4,110+73.6% | Added |
| Nicholas Hoffman & Company, LLC. | 10,364 | $7.91M | 0.19% | +155+1.5% | Added |
| Hilton Capital Management, LLC | 10,364 | $7.91M | 0.64% | −802−7.2% | Reduced |
| Newbridge Financial Services Group, Inc. | 10,355 | $7.90M | 1.18% | +3,404+49.0% | Added |
| Pioneer Trust Bank N A | 10,349 | $7.90M | 1.85% | −785−7.1% | Reduced |
| Red Cedar Investment Management, LLC | 10,334 | $7.88M | 0.92% | 00.0% | Unchanged |
| Naviter Wealth, LLC | 10,311 | $7.87M | 0.92% | −391−3.7% | Reduced |
| Conning Inc. | 10,269 | $7.84M | 0.26% | −160−1.5% | Reduced |
| Moran Wealth Management, LLC | 10,251 | $7.82M | 0.24% | +422+4.3% | Added |
| Evoke Wealth, LLC | 10,248 | $7.82M | 0.16% | +1,592+18.4% | Added |
| Portfolio Design Labs, LLC | 10,228 | $7.80M | 1.34% | +783+8.3% | Added |
| Tower View Investment Management & Research LLC | 10,210 | $7.79M | 4.03% | +112+1.1% | Added |
| First National Advisers, LLC | 10,209 | $7.79M | 1.06% | +80+0.8% | Added |
| Westpac Banking Corp | 10,192 | $7.78M | 0.48% | −4,384−30.1% | Reduced |
| Moody National Bank Trust Division | 10,139 | $7.74M | 0.65% | −693−6.4% | Reduced |
| Stelac Advisory Services LLC | 10,136 | $7.73M | 2.67% | −66−0.6% | Reduced |
| Rothschild Investment LLC | 10,125 | $7.73M | 0.44% | −482−4.5% | Reduced |
| Blalock Williams, LLC | 10,071 | $7.68M | 6.73% | +30.0% | Added |
| Clarkston Capital Partners, LLC | 10,050 | $7.67M | 0.17% | 00.0% | Unchanged |
| Sphera Funds Management Ltd. | 10,040 | $7.66M | 1.82% | −1,500−13.0% | Reduced |
| First National Bank of Omaha | 10,013 | $7.64M | 0.48% | −406−3.9% | Reduced |
| Radnor Capital Management, LLC | 10,007 | $7.64M | 1.16% | −150−1.5% | Reduced |
| Aaron Wealth Advisors | 10,003 | $7.63M | 0.46% | +4,392+78.3% | Added |
| 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 |
| Vivaldi Capital Management, LLC | 9,967 | $7.60M | 1.08% | −820−7.6% | Reduced |
| WealthTrust Axiom LLC | 9,931 | $7.58M | 2.03% | +98+1.0% | Added |
| Confluence Wealth Services, Inc. | 9,920 | $7.57M | 0.37% | −398−3.9% | Reduced |
| Harbor Investment Advisory, LLC | 9,893 | $7.55M | 0.62% | −220−2.2% | Reduced |
| Prosperity Consulting Group, LLC | 9,881 | $7.54M | 0.37% | +601+6.5% | Added |
| Channel Wealth LLC | 9,858 | $7.52M | 2.01% | −359−3.5% | Reduced |
| Checchi Capital Advisers, LLC | 9,851 | $7.52M | 0.52% | −805−7.6% | Reduced |
| Bedell Frazier Investment Counseling, LLC | 9,839 | $7.51M | 1.54% | +198+2.1% | Added |
| Montecito Bank & Trust | 9,810 | $7.49M | 1.16% | +9,810 | New |
| NBT Bank N A | 10,441 | $7.48M | 0.49% | −207−1.9% | Reduced |
| Gerber Kawasaki Wealth & Investment Management | 9,795 | $7.47M | 0.26% | +323+3.4% | Added |
| Verdence Capital Advisors LLC | 9,036 | $7.47M | 0.43% | +437+5.1% | Added |
| Independent Financial Group, LLC | 9,783 | $7.46M | 0.18% | +718+7.9% | Added |
| Financial Advisory Service, Inc. | 9,774 | $7.46M | 0.51% | +235+2.5% | Added |
| Shepherd Financial Partners LLC | 9,760 | $7.45M | 0.71% | +31+0.3% | Added |
| Douglass Winthrop Advisors, LLC | 9,752 | $7.44M | 0.13% | +1,154+13.4% | Added |