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 |
|---|---|---|---|---|---|
| Strategic Investment Solutions, Inc. | 742 | $797.4K | 0.19% | +1+0.1% | Added |
| Flatrock Wealth Partners LLC | 744 | $799.2K | 0.38% | +744 | New |
| Avion Wealth | 745 | $800.0K | 0.17% | +44+6.3% | Added |
| SGL Investment Advisors, Inc. | 784 | $800.3K | 0.32% | −88−10.1% | Reduced |
| Clark Asset Management, LLC | 745 | $800.6K | 0.08% | +7+0.9% | Added |
| Legacy Capital Wealth Partners, LLC | 746 | $801.2K | 0.17% | +58+8.4% | Added |
| COFG Advisors, LLC | 746 | $801.7K | 0.20% | +746 | New |
| Elevation Wealth Management LLC | 747 | $802.4K | 0.77% | +747 | New |
| Hollencrest Capital Management | 747 | $803.1K | 0.03% | −93−11.1% | Reduced |
| Rise Advisors, LLC | 747 | $803.3K | 0.29% | −11−1.5% | Reduced |
| Riversedge Advisors, LLC | 748 | $803.9K | 0.13% | +276+58.5% | Added |
| Great Waters Wealth Management | 748 | $803.9K | 0.09% | 00.0% | Unchanged |
| Cypress Capital, LLC | 749 | $804.9K | 0.23% | −43−5.4% | Reduced |
| Banyan Capital Management, Inc. | 750 | $806.0K | 0.35% | 00.0% | Unchanged |
| Alpine Woods Capital Investors, LLC | 750 | $806.0K | 0.19% | 00.0% | Unchanged |
| Octavia Wealth Advisors, LLC | 752 | $806.7K | 0.08% | +145+23.9% | Added |
| GGM Financials LLC | 751 | $806.8K | 0.39% | +1+0.1% | Added |
| Francis Financial, Inc. | 751 | $807.1K | 0.16% | +25+3.4% | Added |
| RWC Asset Management LLP | 754 | $810.3K | 0.04% | +4+0.5% | Added |
| SOL Capital Management CO | 755 | $811.0K | 0.07% | 00.0% | Unchanged |
| Cedarwood Wealth LLC | 763 | $811.0K | 0.90% | +763 | New |
| Wise Wealth Partners | 755 | $811.2K | 1.16% | +38+5.3% | Added |
| McDaniel Terry & Co | 755 | $811.4K | 0.07% | +10+1.3% | Added |
| SilverOak Wealth Management LLC | 755 | $811.4K | 0.13% | −8−1.0% | Reduced |
| Buckley Wealth Management, LLC | 756 | $812.5K | 0.22% | −5−0.7% | Reduced |
| Milestone Asset Management, LLC | 757 | $814.2K | 0.15% | +265+53.9% | Added |
| J Hagan Capital, Inc. | 759 | $816.2K | 0.45% | +34+4.7% | Added |
| Tripletail Wealth Management, LLC | 762 | $818.9K | 1.04% | −22−2.8% | Reduced |
| Legacy Financial Strategies, LLC | 763 | $820.4K | 0.15% | +8+1.1% | Added |
| Fulcrum Equity Management | 764 | $821.0K | 0.79% | +366+92.0% | Added |
| McDonough Capital Management, Inc | 764 | $821.2K | 0.40% | −19−2.4% | Reduced |
| KC Investment Advisors, LLC | 766 | $823.2K | 0.20% | +468+157.0% | Added |
| HighRoad Wealth Advisors, LLC | 766 | $823.3K | 0.79% | +766 | New |
| JFS Wealth Advisors, LLC | 766 | $823.3K | 0.05% | +133+21.0% | Added |
| BNB Wealth Management, LLC | 766 | $823.4K | 0.53% | +766 | New |
| Y.D. More Investments Ltd | 820 | $827.7K | 0.04% | −181−18.1% | Reduced |
| Morton Capital Management LLC | 771 | $828.8K | 0.13% | +11+1.4% | Added |
| Madison Wealth Partners, Inc | 771 | $828.9K | 0.15% | −19−2.4% | Reduced |
| Key Financial Inc | 773 | $830.7K | 0.15% | −5−0.6% | Reduced |
| Family Management Corp | 773 | $830.7K | 0.10% | +386+99.7% | Added |
| Opal Wealth Advisors, LLC | 774 | $831.9K | 0.22% | −5−0.6% | Reduced |
| Benin Management CORP | 775 | $832.9K | 0.19% | 00.0% | Unchanged |
| Navis Wealth Advisors, LLC | 776 | $833.5K | 0.35% | +37+5.0% | Added |
| Walled Lake Planning & Wealth Management, LLC | 776 | $833.6K | 0.26% | +61+8.5% | Added |
| Daner Wealth Management, LLC | 814 | $834.7K | 0.51% | +19+2.4% | Added |
| Crumly & Associates Inc. | 777 | $835.0K | 0.18% | −8−1.0% | Reduced |
| GenTrust, LLC | 777 | $835.0K | 0.04% | +29+3.9% | Added |
| Collaborative Wealth Managment Inc. | 777 | $835.0K | 0.29% | +271+53.6% | Added |
| Sterling Financial Planning, Inc. | 777 | $835.3K | 0.25% | −7−0.9% | Reduced |
| waypoint wealth counsel | 778 | $836.1K | 0.31% | +59+8.2% | Added |
| Ellenbecker Investment Group | 779 | $838.0K | 0.12% | +377+93.8% | Added |
| JPL Wealth Management, LLC | 781 | $839.3K | 0.20% | −16−2.0% | Reduced |
| Griffin Asset Management, Inc. | 784 | $842.5K | 0.09% | 00.0% | Unchanged |
| Capital Investment Counsel, Inc | 784 | $842.5K | 0.10% | 00.0% | Unchanged |
| Worthington Financial Partners, LLC | 784 | $842.5K | 0.75% | +784 | New |
| ProCore Advisors, LLC | 784 | $842.8K | 0.86% | +784 | New |
| Sendero Wealth Management, LLC | 785 | $843.4K | 0.09% | +785 | New |
| Code Waechter LLC | 785 | $843.6K | 0.54% | +115+17.2% | Added |
| Greenwood Gearhart Inc | 786 | $844.7K | 0.05% | −3−0.4% | Reduced |
| Center for Financial Planning, Inc. | 786 | $844.7K | 0.09% | +1+0.1% | Added |
| Titleist Asset Management, LLC | 786 | $844.8K | 0.07% | +52+7.1% | Added |
| Penserra Capital Management LLC | 787 | $845.0K | 0.01% | +217+38.1% | Added |
| Endowment Wealth Management, Inc. | 787 | $845.5K | 0.39% | +324+70.0% | Added |
| RWM Asset Management, LLC | 797 | $847.0K | 0.10% | 00.0% | Unchanged |
| Liberty Square Wealth Partners LLC | 790 | $849.0K | 0.24% | −50−6.0% | Reduced |
| C2C Wealth Management, LLC | 790 | $849.0K | 0.72% | 00.0% | Unchanged |
| Consolidated Planning Corp | 791 | $850.1K | 0.09% | −266−25.2% | Reduced |
| Yarger Wealth Strategies, LLC | 792 | $851.6K | 0.37% | +14+1.8% | Added |
| LeConte Wealth Management, LLC | 793 | $852.2K | 0.56% | −71−8.2% | Reduced |
| Trust Co of the South | 796 | $855.4K | 0.14% | −290−26.7% | Reduced |
| Drake & Associates, LLC | 796 | $855.5K | 0.17% | −77−8.8% | Reduced |
| Vantus Wealth LLC | 797 | $856.5K | 0.63% | +797 | New |
| Retirement Planning Group, LLC | 797 | $857.0K | 0.58% | 00.0% | Unchanged |
| Stokes Capital Advisors, LLC | 798 | $857.6K | 0.20% | +798 | New |
| Nexus Investment Management ULC | 799 | $858.7K | 0.12% | 00.0% | Unchanged |
| Werba Rubin Papier Wealth Management | 799 | $858.9K | 0.23% | +117+17.2% | Added |
| Heck Capital Advisors, LLC | 800 | $859.7K | 0.06% | +800 | New |
| City Center Advisors, LLC | 800 | $859.8K | 0.79% | −16−2.0% | Reduced |
| Sovereign Financial Group, Inc. | 800 | $860.1K | 0.15% | −39−4.6% | Reduced |
| Beacon Financial Strategies CORP | 801 | $860.7K | 0.48% | −9−1.1% | Reduced |
| Castleview Partners, LLC | 802 | $861.9K | 0.43% | −6−0.7% | Reduced |
| Cacti Asset Management LLC | 800 | $863.0K | 0.05% | 00.0% | Unchanged |
| Convergence Investment Partners, LLC | 804 | $864.1K | 0.17% | −33−3.9% | Reduced |
| IFG Advisors, LLC | 805 | $865.1K | 0.14% | 00.0% | Unchanged |
| Prudent Investors Network | 807 | $867.3K | 0.20% | +61+8.2% | Added |
| Atlanta Consulting Group Advisors, LLC | 807 | $867.3K | 0.20% | +69+9.3% | Added |
| HORAN Wealth, LLC | 809 | $869.4K | 0.13% | +9+1.1% | Added |
| M3 Advisory Group, LLC | 811 | $871.7K | 0.53% | +87+12.0% | Added |
| Avaii Wealth Management, LLC | 814 | $874.9K | 0.32% | +6+0.7% | Added |
| SMART Wealth LLC | 815 | $875.7K | 0.27% | +815 | New |
| AGH Wealth Advisors, LLC | 815 | $875.9K | 0.66% | −87−9.6% | Reduced |
| Elmwood Wealth Management, Inc. | 816 | $877.0K | 0.28% | +45+5.8% | Added |
| Wealth Effects LLC | 818 | $879.0K | 0.28% | −39−4.6% | Reduced |
| Graybill Bartz & Assoc Ltd | 818 | $879.1K | 0.26% | −50−5.8% | Reduced |
| HMV Wealth Advisors, LLC | 818 | $879.1K | 0.44% | 00.0% | Unchanged |
| WFA of San Diego, LLC | 819 | $880.2K | 0.64% | −15−1.8% | Reduced |
| D.B. Root & Company, LLC | 819 | $880.3K | 0.21% | +201+32.5% | Added |
| Cardiff Park Advisors, LLC | 821 | $882.3K | 0.07% | 00.0% | Unchanged |
| Norris Perne & French LLP | 821 | $882.7K | 0.06% | +225+37.8% | Added |
| Burns Matteson Capital Management, LLC | 822 | $883.0K | 0.35% | −8−1.0% | Reduced |