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, Q4 2025
Institutional positions in Eli Lilly & Co as of Dec 31, 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
- 4,452
- +628 vs. Q3 2025
- Shares held
- 789.6M
- +25.8M (+3.4%) vs. Q3 2025
- Total value
- $843.2B
- +$260.8B (+44.8%) vs. Q3 2025
- New holders
- 735
- 1,699 more added
- Sold out
- 107
- 1,614 more reduced
80 institutions that held it in Q3 2025 haven't filed for Q4 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2025
Shares, value and share of portfolio for each institution holding Eli Lilly & Co; share changes are against Q3 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Cedar Wealth Management, LLC | 474 | $509.4K | 0.15% | +211+80.2% | Added |
| Waystone Advisors LLC | 474 | $509.4K | 0.44% | +474 | New |
| Shelter Rock Management, LLC | 474 | $509.6K | 0.51% | +474 | New |
| Wallace Capital Management Inc. | 475 | $510.5K | 0.06% | −180−27.5% | Reduced |
| Demars Financial Group, LLC | 475 | $510.7K | 0.17% | −88−15.6% | Reduced |
| Hutchinson Capital Management | 476 | $511.5K | 0.09% | +7+1.5% | Added |
| Manske Wealth Management | 476 | $511.5K | 0.15% | +28+6.3% | Added |
| Wealth Analytics Partners, LLC | 476 | $512.0K | 0.20% | +476 | New |
| Keystone Wealth Services, LLC | 477 | $512.4K | 0.11% | +5+1.1% | Added |
| TigerOak Management, L.L.C. | 478 | $513.7K | 0.16% | 00.0% | Unchanged |
| Second Line Capital, LLC | 478 | $513.8K | 0.11% | +478 | New |
| Archetype Wealth Partners | 478 | $514.0K | 0.07% | −708−59.7% | Reduced |
| KFG Wealth Management, LLC | 478 | $514.1K | 0.07% | +5+1.1% | Added |
| GSG Advisors LLC | 479 | $514.8K | 0.13% | −91−16.0% | Reduced |
| KFA Private Wealth Group, LLC | 479 | $515.2K | 0.13% | +105+28.1% | Added |
| Bank of Stockton | 480 | $515.8K | 0.15% | −4−0.8% | Reduced |
| Clearwave Capital, LLC | 481 | $516.6K | 0.38% | +481 | New |
| Bolthouse Investments, LLC | 481 | $516.9K | 0.46% | 00.0% | Unchanged |
| Coyle Financial Counsel LLC | 482 | $518.0K | 0.11% | +189+64.5% | Added |
| Luken Investment Analytics, LLC | 483 | $519.1K | 0.20% | −87−15.3% | Reduced |
| Park Capital Management, LLC | 484 | $519.8K | 0.37% | +4+0.8% | Added |
| Sound Portfolio Advisors, LLC | 484 | $520.1K | 0.44% | +484 | New |
| Echo45 Advisors LLC | 485 | $521.0K | 0.30% | −61−11.2% | Reduced |
| Cornerstone Capital, Inc. | 485 | $521.2K | 0.05% | +485 | New |
| Advanced Asset Management Advisors Inc | 485 | $521.5K | 0.14% | −1−0.2% | Reduced |
| Intelligence Driven Advisers, LLC | 486 | $522.3K | 0.07% | −15−3.0% | Reduced |
| George Kaiser Family Foundation | 486 | $522.3K | 0.07% | 00.0% | Unchanged |
| Strategic Financial Services, Inc, | 494 | $522.7K | 0.02% | −10−2.0% | Reduced |
| Thryve Wealth Management LLC | 487 | $523.4K | 0.26% | +487 | New |
| RTD Financial Advisors, Inc. | 487 | $523.4K | 0.06% | +487 | New |
| Houlihan Financial Resource Group, Ltd. | 500 | $523.8K | 0.20% | +139+38.5% | Added |
| Koss-Olinger Consulting, LLC | 487 | $524.0K | 0.04% | −11−2.2% | Reduced |
| Chatterton & Associates Inc. | 488 | $524.4K | 0.45% | +488 | New |
| PTM Wealth Management, LLC | 504 | $525.1K | 0.30% | 00.0% | Unchanged |
| Cornerstone Management, Inc. | 489 | $525.6K | 0.09% | −10−2.0% | Reduced |
| Gentry Private Wealth, LLC | 490 | $526.6K | 0.33% | +490 | New |
| Triune Financial Partners, LLC | 508 | $526.6K | 0.12% | 00.0% | Unchanged |
| Hill Island Financial LLC | 490 | $526.7K | 0.13% | +172+54.1% | Added |
| Aspetuck Financial Management LLC | 492 | $528.7K | 0.36% | −5−1.0% | Reduced |
| Narus Financial Partners, LLC | 492 | $528.7K | 0.15% | +93+23.3% | Added |
| CWS Financial Advisors, LLC | 493 | $529.7K | 0.14% | −49−9.0% | Reduced |
| Ruggiero Investments, Inc. | 493 | $529.8K | 0.48% | +493 | New |
| Whelan Financial | 493 | $530.0K | 0.17% | −72−12.7% | Reduced |
| Covenant Partners, LLC | 495 | $532.0K | 0.16% | 00.0% | Unchanged |
| Wilkins Miller Wealth Management, LLC | 495 | $532.0K | 0.32% | 00.0% | Unchanged |
| Nautilus Advisors LLC | 495 | $532.1K | 0.35% | 00.0% | Unchanged |
| Platt Wealth Management LLC | 497 | $533.0K | 0.53% | +497 | New |
| Silvia McColl Wealth Management, LLC | 496 | $533.0K | 0.35% | 00.0% | Unchanged |
| Jacksonville Wealth Management, LLC | 496 | $533.0K | 0.38% | 00.0% | Unchanged |
| REAP Financial Group, LLC | 496 | $533.1K | 0.11% | +261+111.1% | Added |
| Fielder Capital Group LLC | 497 | $533.6K | 0.11% | +32+6.9% | Added |
| Beaird Harris Wealth Management, LLC | 497 | $534.6K | 0.04% | −75−13.1% | Reduced |
| McRae Capital Management Inc | 498 | $535.2K | 0.11% | −338−40.4% | Reduced |
| TriaGen Wealth Management LLC | 498 | $535.2K | 0.14% | +498 | New |
| Rubicon Advisors, GP | 499 | $535.8K | 0.50% | +499 | New |
| Independent Wealth Network Inc. | 499 | $536.3K | 0.16% | +18+3.7% | Added |
| First Fiduciary Investment Counsel, Inc. | 500 | $537.0K | 0.10% | 00.0% | Unchanged |
| Fortune 45 LLC | 497 | $537.2K | 0.26% | −183−26.9% | Reduced |
| Independent Family Office, LLC | 500 | $537.3K | 0.22% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 500 | $537.3K | 0.23% | +6+1.2% | Added |
| Carbahal Olsen Financial Services Group, LLC | 501 | $538.4K | 0.41% | +1+0.2% | Added |
| G&S Capital LLC | 501 | $538.4K | 0.19% | +10+2.0% | Added |
| Box Hill Private Wealth LLC | 502 | $539.7K | 0.55% | +502 | New |
| CCG Wealth Management, LLC | 503 | $540.6K | 0.23% | −57−10.2% | Reduced |
| Capstone Wealth Management, LLC | 503 | $540.6K | 0.39% | +4+0.8% | Added |
| Dunhill Financial, LLC | 542 | $541.0K | 0.13% | +62+12.9% | Added |
| SOA Wealth Advisors, LLC. | 17,568 | $541.8K | 0.09% | −107−0.6% | Reduced |
| Sierra Ocean, LLC | 505 | $542.6K | 0.45% | −52−9.3% | Reduced |
| Horst & Graben Wealth Management LLC | 505 | $542.8K | 0.08% | +6+1.2% | Added |
| Capital Advantage, Inc. | 506 | $543.5K | 0.07% | −94−15.7% | Reduced |
| Ssi Investment Management LLC | 506 | $543.8K | 0.04% | 00.0% | Unchanged |
| Goldstein Advisors, LLC | 506 | $543.8K | 0.06% | −16−3.1% | Reduced |
| NDVR, Inc. | 506 | $543.8K | 0.45% | +106+26.5% | Added |
| TritonPoint Partners, LLC | 506 | $543.9K | 0.29% | +506 | New |
| Mountain Capital Investment Advisors, Inc | 512 | $544.5K | 0.09% | −7−1.3% | Reduced |
| Wedgewood Investors Inc | 508 | $545.9K | 0.62% | −380−42.8% | Reduced |
| Arlington Financial Advisors, LLC | 508 | $545.9K | 0.08% | 00.0% | Unchanged |
| Coordinated Financial Services, Inc. | 509 | $546.9K | 0.31% | −23−4.3% | Reduced |
| Riverview Capital Advisers, LLC | 509 | $547.0K | 0.17% | +14+2.8% | Added |
| Catalyst Private Wealth, LLC | 512 | $550.2K | 0.24% | +26+5.3% | Added |
| Lakeside Advisors, INC. | 512 | $550.2K | 0.35% | +35+7.3% | Added |
| Madison Park Capital Advisors, LLC | 512 | $550.3K | 0.45% | +4+0.8% | Added |
| Lawood & Co | 513 | $551.3K | 0.52% | +513 | New |
| Woodward Diversified Capital, LLC | 514 | $552.5K | 0.25% | −6−1.2% | Reduced |
| Elevatus Welath Management | 514 | $552.5K | 0.15% | +53+11.5% | Added |
| Asempa Wealth Advisors | 514 | $552.9K | 0.48% | +514 | New |
| Buck Wealth Strategies, LLC | 515 | $553.0K | 0.07% | +191+59.0% | Added |
| Hoge Financial Services, LLC | 515 | $553.5K | 0.30% | +55+12.0% | Added |
| Willis Johnson & Associates, Inc. | 516 | $554.1K | 0.03% | +112+27.7% | Added |
| Southland Equity Partners LLC | 516 | $554.2K | 0.11% | +4+0.8% | Added |
| Arq Wealth Advisors, LLC | 516 | $554.5K | 0.15% | −116−18.4% | Reduced |
| Barrett & Company, Inc. | 516 | $554.7K | 0.19% | −6−1.1% | Reduced |
| Compton Financial Group, LLC | 517 | $555.6K | 0.13% | 00.0% | Unchanged |
| Vickerman Investment Advisors, Inc. | 517 | $555.6K | 0.11% | +141+37.5% | Added |
| AlphaGrep UK Ltd | 518 | $556.7K | 0.19% | +518 | New |
| Braun-Bostich & Associates Inc. | 519 | $557.8K | 0.34% | +16+3.2% | Added |
| South Plains Financial, Inc. | 520 | $558.8K | 0.33% | +99+23.5% | Added |
| Garner Asset Management Corp | 520 | $558.8K | 0.21% | 00.0% | Unchanged |
| One Wealth Advisors, LLC | 520 | $558.8K | 0.07% | +70+15.6% | Added |
| McClarren Financial Advisors, Inc. | 2,149 | $558.9K | 0.33% | +1,629+313.3% | Added |