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 |
|---|---|---|---|---|---|
| Farmers Trust Co | 588 | $631.9K | 0.10% | −26−4.2% | Reduced |
| Curated Wealth Partners LLC | 588 | $631.9K | 0.07% | +273+86.7% | Added |
| Tobias Financial Advisors, Inc. | 588 | $632.2K | 0.09% | −95−13.9% | Reduced |
| Caliber Wealth Management, LLC | 590 | $634.1K | 0.07% | +96+19.4% | Added |
| Acorn Wealth Advisors, LLC | 591 | $635.0K | 0.19% | −145−19.7% | Reduced |
| Hanlon Investment Management, Inc. | 591 | $635.2K | 0.35% | +115+24.2% | Added |
| Red Wave Investments LLC | 592 | $636.2K | 0.19% | 00.0% | Unchanged |
| Roberts Glore & Co Inc | 593 | $637.3K | 0.17% | −35−5.6% | Reduced |
| Community Bank & Trust, Waco, Texas | 594 | $638.0K | 0.13% | −3−0.5% | Reduced |
| Dupree Financial Group, LLC | 595 | $639.4K | 0.23% | −15−2.5% | Reduced |
| Quaker Wealth Management, LLC | 595 | $639.7K | 0.20% | +110+22.7% | Added |
| Activest Wealth Management | 596 | $640.4K | 0.12% | +103+20.9% | Added |
| Fairscale Capital, LLC | 596 | $640.5K | 0.42% | −63−9.6% | Reduced |
| Lee Danner & Bass Inc | 596 | $640.5K | 0.05% | −30−4.8% | Reduced |
| Legacy Wealth Advisors, LLC | 596 | $640.5K | 0.42% | +596 | New |
| Arkfeld Wealth Strategies, L.L.C. | 579 | $641.8K | 0.22% | 00.0% | Unchanged |
| Winthrop Partners - WNY, LLC | 599 | $643.7K | 0.35% | +599 | New |
| MLG Wealth Management DBA Pine Grove Financial Group | 599 | $643.7K | 0.08% | +599 | New |
| CoreFirst Bank & Trust | 600 | $644.8K | 0.35% | −350−36.8% | Reduced |
| Optimize Financial Inc | 600 | $644.8K | 0.32% | +8+1.4% | Added |
| Intercapital, LLC | 600 | $644.8K | 0.34% | +600 | New |
| Ninety One SA (PTY) Ltd | 600 | $644.8K | 0.03% | 00.0% | Unchanged |
| Providence Capital Advisors, LLC | 602 | $647.0K | 0.11% | 00.0% | Unchanged |
| CKW Financial Group | 602 | $647.0K | 0.07% | 00.0% | Unchanged |
| Global View Capital Management LLC | 603 | $648.0K | 0.12% | +67+12.5% | Added |
| Pittenger & Anderson Inc | 603 | $648.0K | 0.02% | +72+13.6% | Added |
| Wick Capital Partners, LLC | 604 | $648.6K | 0.12% | +137+29.3% | Added |
| Bigelow Investment Advisors, LLC | 604 | $649.1K | 0.25% | −48−7.4% | Reduced |
| Green Square Capital Advisors LLC | 604 | $649.1K | 0.07% | −14−2.3% | Reduced |
| Ninepoint Partners LP | 605 | $650.2K | 0.08% | −53−8.1% | Reduced |
| Signature Equity Partners, LLC | 605 | $650.6K | 0.36% | +605 | New |
| WJ Wealth Management, LLC | 606 | $651.3K | 0.29% | 00.0% | Unchanged |
| Breachway Investments LLC | 607 | $652.1K | 0.69% | +607 | New |
| Elite Life Management LLC | 616 | $652.3K | 1.06% | +296+92.5% | Added |
| Virtue Capital Management, LLC | 604 | $652.5K | 0.10% | −671−52.6% | Reduced |
| Fiduciary Planning LLC | 608 | $652.9K | 0.20% | +18+3.1% | Added |
| ERn Financial, LLC | 608 | $653.2K | 0.12% | −4−0.7% | Reduced |
| PFG Private Wealth Management, LLC | 608 | $653.6K | 0.29% | +608 | New |
| Winebrenner Capital Management LLC | 609 | $654.5K | 0.44% | 00.0% | Unchanged |
| General Partner, Inc. | 610 | $655.6K | 0.37% | 00.0% | Unchanged |
| Ketron Financial | 610 | $655.8K | 0.22% | +610 | New |
| Alpha Financial Partners, LLC | 611 | $656.2K | 0.40% | +151+32.8% | Added |
| Rayburn West Financial Services LLC | 612 | $657.7K | 0.41% | +612 | New |
| Advisory Resource Group | 612 | $658.1K | 0.12% | −1−0.2% | Reduced |
| R Squared Ltd | 613 | $658.8K | 0.31% | −31−4.8% | Reduced |
| Birch Hill Investment Advisors LLC | 614 | $659.9K | 0.03% | +39+6.8% | Added |
| Capstone Financial Advisors, Inc. | 615 | $660.9K | 0.04% | +1+0.2% | Added |
| Keyvantage Wealth, LLC | 616 | $662.0K | 0.28% | +274+80.1% | Added |
| Knights of Columbus Asset Advisors LLC | 616 | $662.0K | 0.04% | +227+58.4% | Added |
| TL Private Wealth | 623 | $662.2K | 0.25% | +1+0.2% | Added |
| FreeGulliver LLC | 617 | $663.1K | 0.30% | +153+33.0% | Added |
| Northstar Asset Management LLC | 617 | $663.1K | 0.14% | −22−3.4% | Reduced |
| TCFG Wealth Management, LLC | 617 | $663.2K | 0.26% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 619 | $665.8K | 0.06% | −110−15.1% | Reduced |
| GQG Partners LLC | 620 | $666.2K | 0.00% | −182−22.7% | Reduced |
| Financial Freedom, LLC | 620 | $666.8K | 0.33% | 00.0% | Unchanged |
| Harel Insurance Investments & Financial Services Ltd. | 624 | $667.0K | 0.01% | −513−45.1% | Reduced |
| Truepoint, Inc. | 621 | $667.4K | 0.02% | +191+44.4% | Added |
| Outlook Wealth Advisors, LLC | 621 | $667.4K | 0.15% | +7+1.1% | Added |
| Eagle Bay Advisors LLC | 623 | $669.3K | 0.49% | −16−2.5% | Reduced |
| Northeast Financial Group, Inc. | 623 | $669.5K | 0.17% | −25−3.9% | Reduced |
| TAGStone Capital, Inc. | 623 | $669.7K | 0.25% | +1+0.2% | Added |
| Cowa, LLC | 623 | $669.8K | 0.20% | +341+120.9% | Added |
| Cambridge Financial Group, LLC | 868 | $670.1K | 0.23% | −23−2.6% | Reduced |
| W.H. Cornerstone Investments Inc. | 625 | $671.6K | 0.40% | +1+0.2% | Added |
| Hall Laurie J Trustee | 625 | $671.7K | 0.22% | −75−10.7% | Reduced |
| TruNorth Capital Management, LLC | 625 | $671.7K | 0.13% | +237+61.1% | Added |
| Mma Asset Management LLC | 625 | $671.7K | 0.24% | +554+780.3% | Added |
| J.E. Simmons & Co., P.C. | 625 | $671.7K | 0.44% | +625 | New |
| Progressive Investment Management Corp | 628 | $674.9K | 0.16% | +628 | New |
| Charter Capital Management, LLC | 629 | $676.3K | 0.35% | 00.0% | Unchanged |
| Beacon Financial Group | 631 | $678.5K | 0.07% | +133+26.7% | Added |
| Burk Holdings LLC | 632 | $679.2K | 0.32% | +50+8.6% | Added |
| Howard Wealth Management, LLC | 632 | $679.7K | 0.30% | −5−0.8% | Reduced |
| Quartz Partners, LLC | 633 | $680.3K | 0.25% | −472−42.7% | Reduced |
| OneAscent Family Office, LLC | 635 | $682.6K | 0.46% | +84+15.2% | Added |
| Bank of New Hampshire | 636 | $683.5K | 0.15% | 00.0% | Unchanged |
| Chokshi & Queen Wealth Advisors, Inc | 638 | $685.6K | 0.36% | 00.0% | Unchanged |
| Somerset Trust Co | 639 | $686.7K | 0.21% | 00.0% | Unchanged |
| North Forty Two & Co. | 639 | $686.7K | 0.65% | 00.0% | Unchanged |
| Beacon Financial Advisory LLC | 639 | $687.2K | 0.16% | +165+34.8% | Added |
| Nolet Wealth Management, LLC | 640 | $687.4K | 0.38% | +640 | New |
| WMG Financial Advisors, LLC | 640 | $687.8K | 0.28% | −247−27.8% | Reduced |
| Keener Financial Planning LLC | 642 | $689.0K | 0.30% | −22−3.3% | Reduced |
| DMG Group, LLC | 642 | $689.9K | 0.46% | −93−12.7% | Reduced |
| Peak Retirement Planning, Inc. | 643 | $690.8K | 0.16% | +86+15.4% | Added |
| Swan Global Investments, LLC | 643 | $691.0K | 0.03% | +43+7.2% | Added |
| Oakwell Private Wealth Management, LLC | 644 | $692.4K | 0.13% | +56+9.5% | Added |
| Financial Perspectives, Inc | 645 | $693.2K | 0.19% | −33−4.9% | Reduced |
| Opal Capital LLC | 654 | $693.3K | 0.17% | +654 | New |
| Landing Point Financial Group, LLC | 645 | $693.6K | 0.35% | 00.0% | Unchanged |
| Carmel Capital Partners, LLC | 646 | $694.2K | 0.24% | +302+87.8% | Added |
| Commons Capital, LLC | 647 | $695.7K | 0.49% | +27+4.4% | Added |
| PKS Advisory Services, LLC | 648 | $696.8K | 0.16% | −116−15.2% | Reduced |
| Montgomery Investment Management Inc | 650 | $698.5K | 0.25% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 650 | $698.5K | 0.14% | +9+1.4% | Added |
| Harrell Investment Partners, LLC | 652 | $700.6K | 0.17% | +65+11.1% | Added |
| R. W. Roge & Company, Inc. | 653 | $701.0K | 0.35% | +103+18.7% | Added |
| Prakash Investment Advisors LLC | 653 | $701.8K | 0.53% | −147−18.4% | Reduced |
| Wilian Securities, LLC | 655 | $704.3K | 0.76% | +655 | New |