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 |
|---|---|---|---|---|---|
| Private Client Services, LLC | 822 | $883.4K | 0.28% | −18−2.1% | Reduced |
| Driehaus Capital Management LLC | 823 | $884.5K | 0.01% | +349+73.6% | Added |
| Cfo Capital Management LLC | 824 | $885.5K | 0.66% | +824 | New |
| Fiduciary Financial Group, LLC | 825 | $886.1K | 0.13% | +6+0.7% | Added |
| MGB Wealth Management, LLC | 825 | $886.6K | 0.25% | 00.0% | Unchanged |
| Adalta Capital Management LLC | 826 | $887.7K | 0.40% | +123+17.5% | Added |
| Kraematon Investment Advisors, Inc | 828 | $889.6K | 0.71% | +28+3.5% | Added |
| Goldstream Capital Management Ltd | 829 | $890.9K | 0.37% | 00.0% | Unchanged |
| Peoples Bank | 834 | $896.3K | 0.56% | +2+0.2% | Added |
| Foster & Motley Inc | 836 | $898.0K | 0.05% | −4−0.5% | Reduced |
| Trueblood Wealth Management, LLC | 837 | $899.0K | 0.35% | +1+0.1% | Added |
| Warwick Investment Management, Inc. | 837 | $899.5K | 0.14% | +105+14.3% | Added |
| Baron Wealth Management LLC | 838 | $900.9K | 0.28% | +170+25.4% | Added |
| Wills Financial Group LLC | 838 | $901.0K | 0.34% | +139+19.9% | Added |
| Regatta Capital Group, LLC | 839 | $901.6K | 0.14% | −25−2.9% | Reduced |
| Summitry LLC | 839 | $901.7K | 0.04% | +70+9.1% | Added |
| VSM Wealth Advisory, LLC | 839 | $901.9K | 0.27% | −100−10.6% | Reduced |
| EJMK Ventures LLC | 840 | $902.8K | 0.56% | +840 | New |
| Wallace Advisory Group, LLC | 845 | $908.1K | 0.95% | −451−34.8% | Reduced |
| Independent Solutions Wealth Management, LLC | 845 | $908.1K | 0.17% | +2+0.2% | Added |
| Sepio Capital, LP | 845 | $908.1K | 0.05% | +136+19.2% | Added |
| Allred Capital Management, LLC | 845 | $908.6K | 0.33% | −149−15.0% | Reduced |
| Main Line Retirement Advisors, LLC | 846 | $909.3K | 0.46% | +20+2.4% | Added |
| Detalus Advisors, LLC | 847 | $910.0K | 0.22% | 00.0% | Unchanged |
| JMN Financial LLC | 846 | $910.1K | 0.91% | +846 | New |
| National Wealth Management Group, LLC | 847 | $910.2K | 0.32% | −344−28.9% | Reduced |
| Ameriflex Group, Inc. | 848 | $910.9K | 0.47% | −77−8.3% | Reduced |
| Crewe Advisors LLC | 848 | $911.0K | 0.08% | −174−17.0% | Reduced |
| Laidlaw Wealth Management LLC | 848 | $911.3K | 2.82% | 00.0% | Unchanged |
| Concentric Capital Strategies, LP | 848 | $911.3K | 0.05% | +33+4.0% | Added |
| ABLE Financial Group, LLC | 852 | $915.6K | 0.19% | +6+0.7% | Added |
| Purkiss Capital Advisors LLC | 853 | $916.3K | 0.43% | −49−5.4% | Reduced |
| Adelphi Trust Co | 855 | $918.9K | 0.75% | +855 | New |
| one8zero8, LLC | 856 | $919.9K | 0.20% | +9+1.1% | Added |
| GEM Asset Management, LLC | 830 | $920.0K | 0.41% | −18−2.1% | Reduced |
| August Group Capital Ltd | 857 | $921.0K | 1.02% | +857 | New |
| Leeward Financial Partners, LLC | 857 | $921.0K | 0.26% | −3,098−78.3% | Reduced |
| Baron Silver Stevens Financial Advisors, LLC | 859 | $924.0K | 0.13% | −146−14.5% | Reduced |
| Piedmont Capital Management, LLC | 860 | $924.2K | 0.61% | +860 | New |
| TFC Financial Management | 860 | $924.5K | 0.12% | +265+44.5% | Added |
| Green Ridge Wealth Planning LLC | 861 | $925.3K | 0.47% | +861 | New |
| Leslie Global Wealth, LLC | 862 | $926.4K | 0.42% | +10+1.2% | Added |
| Global Trust Asset Management, LLC | 863 | $927.4K | 0.37% | −476−35.5% | Reduced |
| MBE Wealth Management, LLC | 864 | $928.0K | 0.39% | +1+0.1% | Added |
| Peterson Wealth Advisors, LLC | 865 | $929.8K | 0.12% | +21+2.5% | Added |
| Sherman Asset Management, Inc. | 865 | $930.0K | 0.79% | 00.0% | Unchanged |
| Northwest Wealth Management, LLC | 866 | $930.7K | 0.15% | −20−2.3% | Reduced |
| Coign Capital Advisors LLC | 866 | $930.7K | 0.49% | +11+1.3% | Added |
| Cura Wealth Advisors, LLC | 867 | $932.1K | 0.35% | +296+51.8% | Added |
| Revisor Wealth Management LLC | 859 | $932.1K | 0.25% | +94+12.3% | Added |
| Greenfield Savings Bank | 868 | $932.8K | 0.39% | +8+0.9% | Added |
| eCIO, Inc. | 868 | $933.0K | 0.43% | −70−7.5% | Reduced |
| Dean Investment Associates, LLC | 870 | $935.0K | 0.13% | 00.0% | Unchanged |
| Alvarez & Marsal Private Wealth Partners, LLC | 870 | $935.0K | 0.18% | +870 | New |
| Operose Advisors LLC | 871 | $936.0K | 0.22% | +17+2.0% | Added |
| Carrera Capital Advisors | 873 | $938.7K | 0.16% | +144+19.8% | Added |
| Investment Advisory Group, LLC | 874 | $938.9K | 0.24% | +8+0.9% | Added |
| Strait & Sound Wealth Management LLC | 877 | $942.0K | 0.35% | +34+4.0% | Added |
| Sulzberger Capital Advisors, Inc. | 877 | $942.5K | 0.95% | +26+3.1% | Added |
| Benchmark Financial Wealth Advisors, LLC | 879 | $944.9K | 0.27% | +5+0.6% | Added |
| Tempo Wealth, LLC | 879 | $945.1K | 0.17% | +879 | New |
| Ridgecrest Wealth Partners, LLC | 880 | $945.7K | 0.51% | −7−0.8% | Reduced |
| Culbertson A N & Co Inc | 880 | $945.7K | 0.13% | 00.0% | Unchanged |
| Moody Aldrich Partners LLC | 880 | $945.8K | 0.18% | −27−3.0% | Reduced |
| American Trust Investment Advisors, LLC | 882 | $947.9K | 0.51% | +5+0.6% | Added |
| GW Henssler & Associates Ltd | 883 | $948.9K | 0.05% | −35−3.8% | Reduced |
| Gen-Wealth Partners Inc | 883 | $949.0K | 0.30% | −71−7.4% | Reduced |
| GDS Wealth Management | 885 | $951.1K | 0.06% | +497+128.1% | Added |
| Portland Global Advisors LLC | 886 | $952.2K | 0.10% | +6+0.7% | Added |
| Consilio Wealth Advisors, LLC | 886 | $952.2K | 0.28% | +10+1.1% | Added |
| JM2 Capital Inc. | 887 | $953.0K | 0.77% | +887 | New |
| Councilmark Asset Management, LLC | 887 | $953.2K | 0.53% | 00.0% | Unchanged |
| Planning Alternatives Ltd | 887 | $953.2K | 0.12% | +296+50.1% | Added |
| Total Clarity Wealth Management, Inc. | 887 | $953.7K | 0.23% | +2+0.2% | Added |
| Wayfinding Financial, LLC | 888 | $954.0K | 0.40% | −113−11.3% | Reduced |
| 44 Wealth Management LLC | 888 | $954.3K | 0.32% | −295−24.9% | Reduced |
| Mount Vernon Associates Inc | 890 | $956.0K | 0.64% | 00.0% | Unchanged |
| Concorde Asset Management, LLC | 890 | $956.3K | 0.38% | +9+1.0% | Added |
| Petix & Botte Co | 890 | $956.5K | 0.22% | −46−4.9% | Reduced |
| Avalon Trust Co | 891 | $957.5K | 0.06% | −75−7.8% | Reduced |
| Halter Ferguson Financial Inc. | 891 | $957.5K | 0.21% | +243+37.5% | Added |
| Diamant Asset Management, Inc. | 892 | $958.6K | 0.69% | −22−2.4% | Reduced |
| David J Yvars Group | 892 | $959.1K | 0.51% | +12+1.4% | Added |
| Richard P Slaughter Associates Inc | 894 | $960.8K | 0.20% | −101−10.2% | Reduced |
| Legacy Edge Advisors, LLC | 894 | $960.8K | 0.11% | +1+0.1% | Added |
| Hartford Financial Management Inc. | 894 | $961.1K | 0.25% | 00.0% | Unchanged |
| First United Bank Trust | 895 | $961.8K | 0.31% | −15−1.6% | Reduced |
| Boston Partners | 896 | $963.0K | 0.00% | +2+0.2% | Added |
| Armstrong, Fleming & Moore, Inc | 896 | $963.4K | 0.45% | 00.0% | Unchanged |
| First Financial Bankshares Inc | 897 | $964.0K | 0.02% | −165−15.5% | Reduced |
| Tarbox Family Office, Inc. | 897 | $964.0K | 0.16% | −66−6.9% | Reduced |
| BOK Financial Private Wealth, Inc. | 897 | $964.0K | 0.06% | −28−3.0% | Reduced |
| Reston Wealth Management LLC | 898 | $964.8K | 0.30% | +204+29.4% | Added |
| LWM Advisory Services, LLC | 899 | $966.1K | 0.57% | −690−43.4% | Reduced |
| Black Swift Group, LLC | 900 | $967.2K | 0.16% | −75−7.7% | Reduced |
| Harbor Advisors LLC | 900 | $967.2K | 0.15% | 00.0% | Unchanged |
| O'Brien Greene & Co. Inc | 900 | $967.2K | 0.29% | 00.0% | Unchanged |
| Alexander Labrunerie & Co., Inc. | 900 | $967.2K | 0.35% | +4+0.4% | Added |
| Pacific Park Financial, Inc. | 900 | $967.2K | 0.60% | +900 | New |
| Smith Thornton Advisors LLC | 900 | $967.7K | 0.49% | −6−0.7% | Reduced |