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 |
|---|---|---|---|---|---|
| Endeavor Private Wealth, Inc. | 520 | $559.0K | 0.16% | +195+60.0% | Added |
| Prosperity Bancshares Inc | 521 | $559.9K | 0.51% | +521 | New |
| MinichMacGregor Wealth Management, LLC | 521 | $560.5K | 0.10% | −177−25.4% | Reduced |
| Alyeska Investment Group, L.P. | 522 | $561.0K | 0.00% | +522 | New |
| Atala Financial Inc | 524 | $563.1K | 0.36% | 00.0% | Unchanged |
| First Growth Capital LLC | 555 | $563.6K | 0.50% | +555 | New |
| Weaver Consulting Group | 526 | $565.1K | 0.14% | 00.0% | Unchanged |
| Capasso Planning Partners LLC | 526 | $565.4K | 0.31% | −284−35.1% | Reduced |
| Aspire Capital Advisors LLC | 527 | $565.9K | 0.13% | +17+3.3% | Added |
| Cresta Advisors, Ltd. | 527 | $566.4K | 0.24% | −8−1.5% | Reduced |
| Vance Wealth, Inc. | 528 | $567.7K | 0.17% | +34+6.9% | Added |
| Wealthcare Capital Partners, LLC | 529 | $568.0K | 0.27% | +1+0.2% | Added |
| Coston, McIsaac & Partners | 529 | $568.0K | 0.13% | +1+0.2% | Added |
| S Harris Financial Group, LLC | 529 | $568.4K | 0.54% | +529 | New |
| Carlson Financial, Inc. | 529 | $568.7K | 0.33% | +529 | New |
| Ullmann Financial Group, Inc. | 660 | $569.5K | 0.06% | +22+3.4% | Added |
| Mine & Arao Wealth Creation & Management, LLC. | 531 | $570.7K | 0.22% | 00.0% | Unchanged |
| Ducere Wealth Management LLC | 531 | $571.0K | 0.22% | +531 | New |
| Capital Advisors Wealth Management, LLC | 532 | $571.4K | 0.08% | +39+7.9% | Added |
| WESPAC Advisors, LLC | 532 | $571.7K | 0.31% | −44−7.6% | Reduced |
| Berman McAleer LLC | 532 | $571.7K | 0.08% | +1+0.2% | Added |
| Persistent Asset Partners Ltd | 533 | $572.8K | 0.28% | +533 | New |
| Delap Wealth Advisory, LLC | 534 | $574.2K | 0.22% | +50+10.3% | Added |
| Viawealth, LLC | 535 | $575.2K | 0.32% | +36+7.2% | Added |
| Jackson Creek Investment Advisors LLC | 537 | $577.0K | 0.17% | −25−4.4% | Reduced |
| Cohen & Steers, Inc. | 540 | $580.0K | 0.00% | 00.0% | Unchanged |
| Pioneer Family Office, LLC | 540 | $580.3K | 0.39% | +540 | New |
| Paladin Wealth, LLC | 541 | $581.4K | 0.40% | +541 | New |
| Private Wealth Advisors | 542 | $582.8K | 0.21% | −1−0.2% | Reduced |
| Wilson & Boucher Capital Management, LLC | 542 | $582.8K | 0.38% | −50−8.4% | Reduced |
| W Advisors, LLC | 543 | $583.6K | 0.29% | 00.0% | Unchanged |
| Thrive Capital Management, LLC | 544 | $584.2K | 0.13% | +47+9.5% | Added |
| Trust Co of Oklahoma | 544 | $584.6K | 0.17% | +70+14.8% | Added |
| Slagle Financial, LLC | 545 | $585.5K | 0.20% | +154+39.4% | Added |
| Davidson Trust Co | 545 | $585.7K | 0.24% | −99−15.4% | Reduced |
| Atwood & Palmer Inc | 545 | $585.7K | 0.03% | +1+0.2% | Added |
| Caerus Investment Advisors, LLC | 545 | $585.7K | 0.20% | +255+87.9% | Added |
| Tactive Advisors, LLC | 546 | $586.8K | 0.17% | −194−26.2% | Reduced |
| jvl associates llc | 547 | $587.9K | 0.19% | +25+4.8% | Added |
| Voisard Asset Management Group, Inc. | 547 | $588.1K | 0.13% | +62+12.8% | Added |
| M1 Capital Management LLC | 548 | $588.6K | 0.25% | +15+2.8% | Added |
| Sageworth Trust Co | 548 | $588.9K | 0.03% | −1,933−77.9% | Reduced |
| Prospect Financial Group LLC | 548 | $588.9K | 0.55% | −14−2.5% | Reduced |
| Barnes Pettey Financial Advisors, LLC | 549 | $590.0K | 0.29% | 00.0% | Unchanged |
| Colonial River Wealth Management, LLC | 549 | $590.0K | 0.21% | +122+28.6% | Added |
| Genesis Private Wealth, LLC | 549 | $590.0K | 0.18% | +245+80.6% | Added |
| Reliant Investment Management, LLC | 552 | $593.2K | 0.24% | −61−10.0% | Reduced |
| Mill Creek Capital Advisors, LLC | 553 | $593.8K | 0.01% | +72+15.0% | Added |
| Advisors Preferred, LLC | 550 | $594.2K | 0.10% | 00.0% | Unchanged |
| Cheviot Value Management, LLC | 581 | $594.8K | 0.06% | 00.0% | Unchanged |
| Discipline Wealth Solutions, LLC | 554 | $595.4K | 0.11% | +23+4.3% | Added |
| Coastal Investment Advisors, Inc. | 555 | $596.4K | 0.20% | −10−1.8% | Reduced |
| Wulff, Hansen & Co. | 555 | $596.4K | 0.50% | 00.0% | Unchanged |
| Sunesis Advisors, LLC | 555 | $596.4K | 0.27% | 00.0% | Unchanged |
| GreatBanc Trust CO | 555 | $596.4K | 0.42% | −6−1.1% | Reduced |
| Cynosure Management, LLC | 557 | $598.9K | 0.06% | −804−59.1% | Reduced |
| Panoramic Capital Partners, LLC | 558 | $599.7K | 0.37% | +8+1.5% | Added |
| Centennial Wealth Advisory LLC | 558 | $599.9K | 0.16% | +192+52.5% | Added |
| TPG Advisors LLC | 559 | $600.7K | 0.37% | 00.0% | Unchanged |
| Meridian Wealth Partners, LLC | 560 | $601.5K | 0.08% | −16−2.8% | Reduced |
| Planning Center, Inc. | 560 | $601.8K | 0.06% | 00.0% | Unchanged |
| Sutton Place Investors LLC | 560 | $601.8K | 0.33% | +77+15.9% | Added |
| Solano Wealth Investment Advisors LLC | 560 | $602.2K | 0.30% | +560 | New |
| Phoenix Wealth Advisors | 561 | $602.9K | 0.23% | +7+1.3% | Added |
| Cardinal Strategic Wealth Guidance | 561 | $602.9K | 0.16% | 00.0% | Unchanged |
| Verity Asset Management, Inc. | 561 | $603.4K | 0.26% | −717−56.1% | Reduced |
| Auxier Asset Management | 563 | $605.0K | 0.09% | −50−8.2% | Reduced |
| Financial Planning Hawaii, Inc. | 563 | $605.1K | 0.35% | +563 | New |
| ZRC Wealth Management, LLC | 563 | $605.2K | 0.21% | −45−7.4% | Reduced |
| Morningstar Investment Management LLC | 564 | $606.0K | 0.04% | −14−2.4% | Reduced |
| High Falls Advisors, Inc | 565 | $606.9K | 0.12% | −48−7.8% | Reduced |
| Rhodes Investment Advisors Inc | 565 | $607.2K | 0.49% | +565 | New |
| Van Diest Capital, LLC | 565 | $607.5K | 0.91% | +565 | New |
| B&L Asset Management LLC | 566 | $608.3K | 0.27% | +566 | New |
| Enclave Advisors LLC | 566 | $608.7K | 0.09% | +5+0.9% | Added |
| GR Financial Group, LLC | 567 | $608.9K | 0.14% | +1+0.2% | Added |
| Rogco, LP | 567 | $609.3K | 0.20% | +78+16.0% | Added |
| First PREMIER Bank | 567 | $610.0K | 0.14% | 00.0% | Unchanged |
| MBA Advisors LLC | 568 | $610.4K | 0.25% | +33+6.2% | Added |
| Greenline Wealth Management LLC | 569 | $611.0K | 0.63% | +569 | New |
| 49 Wealth Management, LLC | 569 | $611.1K | 0.05% | +84+17.3% | Added |
| Wingate Wealth Advisors, Inc. | 571 | $613.8K | 0.34% | −5−0.9% | Reduced |
| Bellevue Asset Management, LLC | 572 | $614.9K | 0.30% | 00.0% | Unchanged |
| Franklin, Parlapiano, Turner & Welch, LLC | 594 | $616.8K | 0.15% | 00.0% | Unchanged |
| Plan A Wealth LLC | 574 | $616.9K | 0.30% | +18+3.2% | Added |
| Disciplined Investors, L.L.C. | 575 | $617.5K | 0.41% | +23+4.2% | Added |
| Vanguard Capital Wealth Advisors | 575 | $617.9K | 0.49% | −110−16.1% | Reduced |
| One Day In July LLC | 578 | $621.2K | 0.05% | +216+59.7% | Added |
| MeadowBrook Investment Advisors LLC | 579 | $622.2K | 0.53% | −60−9.4% | Reduced |
| Seamount Financial Group Inc | 579 | $622.2K | 0.28% | +4+0.7% | Added |
| Illumine Investment Management, LLC | 580 | $623.3K | 0.45% | 00.0% | Unchanged |
| CBIZ Investment Advisory Services, LLC | 581 | $624.7K | 0.02% | +60+11.5% | Added |
| Mathes Company, Inc. | 582 | $625.0K | 0.22% | 00.0% | Unchanged |
| BetterWealth, LLC | 584 | $627.4K | 0.14% | −8−1.4% | Reduced |
| Rebalance, LLC | 584 | $627.6K | 0.04% | +1+0.2% | Added |
| AIMZ Investment Advisors, LLC | 584 | $627.9K | 0.18% | 00.0% | Unchanged |
| Eurizon SLJ Capital Ltd | 586 | $629.8K | 0.25% | +586 | New |
| Ade, LLC | 587 | $630.8K | 0.31% | −52−8.1% | Reduced |
| Private Management Group Inc | 587 | $630.8K | 0.02% | −10−1.7% | Reduced |
| Sterling Wealth Management, Inc. | 587 | $630.9K | 0.18% | −794−57.5% | Reduced |