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 |
|---|---|---|---|---|---|
| Ambassador Advisors, LLC | 901 | $968.3K | 0.14% | +613+212.8% | Added |
| Aspiriant, LLC | 902 | $969.4K | 0.03% | +335+59.1% | Added |
| Altiora Financial Group, LLC | 903 | $970.4K | 0.17% | −41−4.3% | Reduced |
| Merited Wealth, LLC | 905 | $972.6K | 0.90% | +905 | New |
| Motiv8 Investments LLC | 905 | $973.0K | 0.53% | +98+12.1% | Added |
| Ellis Investment Partners, LLC | 906 | $973.9K | 0.17% | −262−22.4% | Reduced |
| Samalin Investment Counsel, LLC | 908 | $975.5K | 0.35% | +34+3.9% | Added |
| Eads & Heald Wealth Management | 909 | $976.5K | 0.47% | −70−7.2% | Reduced |
| Ryan Investment Management, Inc. | 909 | $976.9K | 0.54% | 00.0% | Unchanged |
| Jackson Hole Capital Partners, LLC | 911 | $978.5K | 0.17% | −100−9.9% | Reduced |
| Howe & Rusling Inc | 912 | $979.8K | 0.06% | +62+7.3% | Added |
| Willner & Heller, LLC | 912 | $980.3K | 0.70% | −24−2.6% | Reduced |
| Thompson David Blair | 913 | $981.4K | 0.56% | +913 | New |
| UMA Financial Services, Inc. | 915 | $982.9K | 0.14% | +30+3.4% | Added |
| Howard Financial Services, Ltd. | 915 | $983.3K | 0.11% | +260+39.7% | Added |
| Twelve Points Wealth Management LLC | 925 | $983.8K | 0.22% | +106+12.9% | Added |
| Eaton Financial Holdings Company, LLC | 917 | $985.8K | 0.26% | −2−0.2% | Reduced |
| Sax Wealth Advisors, LLC | 922 | $990.8K | 0.05% | +26+2.9% | Added |
| Roehl & Yi Investment Advisors, LLC | 923 | $992.1K | 0.40% | +25+2.8% | Added |
| PAX Financial Group, LLC | 925 | $994.1K | 0.17% | +63+7.3% | Added |
| Greystone Financial Group, LLC | 925 | $994.1K | 0.16% | −233−20.1% | Reduced |
| M. Kraus & Co | 926 | $995.2K | 0.28% | −34−3.5% | Reduced |
| Center For Asset Management LLC | 927 | $996.1K | 0.52% | +275+42.2% | Added |
| Chancellor Financial Group WB LP | 928 | $997.4K | 0.68% | 00.0% | Unchanged |
| Tilia Fiduciary Partners, Inc. | 929 | $997.9K | 0.55% | −72−7.2% | Reduced |
| Horizon Financial Services, LLC | 929 | $998.4K | 0.45% | +8+0.9% | Added |
| New World Advisors LLC | 931 | $1.00M | 0.17% | +78+9.1% | Added |
| Edge Financial Advisors LLC | 1,363 | $1.00M | 0.42% | +406+42.4% | Added |
| Steinberganna Wealth Management | 933 | $1.00M | 0.47% | +8+0.9% | Added |
| Patton Albertson Miller Group, LLC | 934 | $1.00M | 0.12% | −1,546−62.3% | Reduced |
| Decision Investments, Inc | 936 | $1.01M | 1.10% | +936 | New |
| EdgeRock Capital LLC | 936 | $1.01M | 0.27% | +90+10.6% | Added |
| Claris Financial LLC | 937 | $1.01M | 0.54% | +72+8.3% | Added |
| Motive Wealth Advisors | 938 | $1.01M | 0.43% | +7+0.8% | Added |
| Grant Private Wealth Management Inc | 938 | $1.01M | 0.61% | −16−1.7% | Reduced |
| Sun Group Wealth Partners | 939 | $1.01M | 0.81% | +939 | New |
| Fortitude Advisory Group L.L.C. | 941 | $1.01M | 0.43% | +128+15.7% | Added |
| Zuckerman Investment Group, LLC | 942 | $1.01M | 0.09% | 00.0% | Unchanged |
| Garrett Wealth Advisory Group, LLC | 942 | $1.01M | 0.19% | 00.0% | Unchanged |
| Mason & Associates Inc | 943 | $1.01M | 0.19% | −239−20.2% | Reduced |
| Crusonia Wealth Advisors LLC | 944 | $1.01M | 0.22% | +944 | New |
| Embree Financial Group | 946 | $1.02M | 0.12% | +100+11.8% | Added |
| New Hampshire Trust | 946 | $1.02M | 0.20% | +211+28.7% | Added |
| Financial Management Professionals, Inc. | 946 | $1.02M | 0.10% | +8+0.9% | Added |
| Sunburst Financial Group, LLC | 947 | $1.02M | 0.21% | +22+2.4% | Added |
| RFG - Bristol Wealth Advisors, LLC | 947 | $1.02M | 0.28% | −1,490−61.1% | Reduced |
| Inspirion Wealth Advisors, LLC | 947 | $1.02M | 0.12% | +348+58.1% | Added |
| Hengehold Capital Management LLC | 947 | $1.02M | 0.09% | +379+66.7% | Added |
| Paradigm Asset Management Co LLC | 950 | $1.02M | 0.24% | −100−9.5% | Reduced |
| Syverson Strege & Co | 951 | $1.02M | 0.24% | −75−7.3% | Reduced |
| XTX Topco Ltd | 952 | $1.02M | 0.03% | −2,912−75.4% | Reduced |
| Talisman Wealth Advisors LLC | 954 | $1.02M | 0.80% | −13−1.3% | Reduced |
| Plotkin Financial Advisors, LLC | 954 | $1.03M | 0.50% | 00.0% | Unchanged |
| Lionshead Wealth Management, LLC | 954 | $1.03M | 0.77% | +20+2.1% | Added |
| Westwood Wealth Management | 954 | $1.03M | 0.77% | +539+129.9% | Added |
| von Borstel & Associates, Inc. | 957 | $1.03M | 0.24% | −1,008−51.3% | Reduced |
| Vista Capital Partners, Inc. | 958 | $1.03M | 0.10% | +138+16.8% | Added |
| Grey Fox Wealth Advisors, LLC | 959 | $1.03M | 0.21% | −43−4.3% | Reduced |
| Golden State Wealth Management, LLC | 959 | $1.03M | 0.11% | +16+1.7% | Added |
| Invested Advisors | 965 | $1.04M | 1.07% | +91+10.4% | Added |
| Resurgent Financial Advisors LLC | 965 | $1.04M | 0.52% | +3+0.3% | Added |
| Cavalier Investments, LLC | 966 | $1.04M | 0.32% | 00.0% | Unchanged |
| Mayport, LLC | 967 | $1.04M | 0.21% | +17+1.8% | Added |
| Arvest Investments, Inc. | 967 | $1.04M | 0.15% | −2,702−73.6% | Reduced |
| Charles Schwab Trust Co | 968 | $1.04M | 0.07% | −284−22.7% | Reduced |
| Granville Capital, Inc. | 970 | $1.04M | 0.55% | +970 | New |
| 55 North Private Wealth, LLC | 970 | $1.04M | 0.27% | +970 | New |
| Values Added Financial LLC | 972 | $1.04M | 0.44% | +56+6.1% | Added |
| Gsa Capital Partners LLP | 973 | $1.05M | 0.09% | −319−24.7% | Reduced |
| Stonebridge Financial Group, LLC | 975 | $1.05M | 0.09% | −23−2.3% | Reduced |
| Heritage Wealth Management, Inc. | 976 | $1.05M | 0.68% | −49−4.8% | Reduced |
| Coastline Complete Wealth LLC | 979 | $1.05M | 0.66% | +979 | New |
| Pursuit Wealth Management LLC | 980 | $1.05M | 0.90% | +980 | New |
| Topsail Wealth Management, LLC | 980 | $1.05M | 0.15% | +243+33.0% | Added |
| Morris Retirement Advisors, LLC | 986 | $1.06M | 0.44% | +147+17.5% | Added |
| TFB Advisors LLC | 988 | $1.06M | 0.30% | −10−1.0% | Reduced |
| Tower Trust & Investment Co | 991 | $1.06M | 0.67% | +891+891.0% | Added |
| Northstar Group, Inc. | 993 | $1.07M | 0.15% | 00.0% | Unchanged |
| Collective Family Office LLC | 999 | $1.07M | 0.25% | +21+2.1% | Added |
| Promethium Advisors,llc | 1,000 | $1.07M | 0.58% | 00.0% | Unchanged |
| BOCHK Asset Management Ltd | 1,000 | $1.07M | 0.29% | +684+216.5% | Added |
| Granite FO LLC | 1,000 | $1.07M | 0.57% | −250−20.0% | Reduced |
| Ar Asset Management Inc | 1,000 | $1.07M | 0.22% | 00.0% | Unchanged |
| Bingham Private Wealth, LLC | 1,002 | $1.08M | 0.93% | +1,002 | New |
| Thoma Capital Management LLC | 1,003 | $1.08M | 0.62% | −64−6.0% | Reduced |
| Heritage Wealth Advisors | 1,006 | $1.08M | 0.04% | −75−6.9% | Reduced |
| Alta Capital Management LLC | 1,007 | $1.08M | 0.07% | −12−1.2% | Reduced |
| Avantra Family Wealth, Inc. | 1,007 | $1.08M | 0.78% | −16−1.6% | Reduced |
| Waterway Wealth Management, LLC | 1,008 | $1.08M | 0.25% | −722−41.7% | Reduced |
| Qsemble Capital Management, LP | 1,008 | $1.08M | 0.09% | +1,008 | New |
| Three Bridge Wealth Advisors, LLC | 1,009 | $1.08M | 0.29% | −200−16.5% | Reduced |
| Leisure Capital Management | 1,012 | $1.09M | 0.36% | −55−5.2% | Reduced |
| Edgemoor Investment Advisors, Inc. | 1,013 | $1.09M | 0.08% | −1,315−56.5% | Reduced |
| New Perspectives, Inc | 1,014 | $1.09M | 0.38% | −83−7.6% | Reduced |
| Curat Global, LLC | 1,015 | $1.09M | 1.21% | 00.0% | Unchanged |
| Newman Dignan & Sheerar, Inc. | 1,016 | $1.09M | 0.23% | 00.0% | Unchanged |
| Richards, Merrill & Peterson, Inc. | 1,016 | $1.09M | 0.42% | 00.0% | Unchanged |
| Brown Financial Advisors | 1,017 | $1.09M | 0.40% | +1,017 | New |
| Lodestar Private Asset Management LLC | 1,018 | $1.09M | 0.11% | 00.0% | Unchanged |
| PeakShares LLC | 1,020 | $1.10M | 1.07% | +1,020 | New |