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 |
|---|---|---|---|---|---|
| Opes Wealth Management LLC | 412 | $443.0K | 0.08% | −5−1.2% | Reduced |
| Capital Planning LLC | 411 | $443.8K | 0.12% | +1+0.2% | Added |
| Cogent Private Wealth, Inc. | 413 | $443.8K | 0.34% | +413 | New |
| Rooted Wealth Advisors, Inc. | 401 | $444.1K | 0.12% | −2−0.5% | Reduced |
| Harris Associates L PSuperinvestorHarris Associates (Oakmark) | 414 | $444.9K | 0.00% | 00.0% | Unchanged |
| Hartmann Taylor Wealth Management, LLC | 414 | $444.9K | 0.30% | 00.0% | Unchanged |
| Urban Wealth Management, LLC | 414 | $444.9K | 0.41% | +414 | New |
| Family Investment Center, Inc. | 415 | $446.0K | 0.09% | +415 | New |
| Paces Ferry Wealth Advisors, LLC | 415 | $446.3K | 0.18% | +1+0.2% | Added |
| Martin Capital Partners, LLC | 416 | $447.0K | 0.17% | 00.0% | Unchanged |
| Lexington Hill Partners, LLC | 417 | $447.7K | 0.34% | +417 | New |
| Values First Advisors, Inc. | 417 | $447.7K | 0.23% | +60+16.8% | Added |
| Pine Haven Investment Counsel, Inc | 417 | $448.1K | 0.32% | +6+1.5% | Added |
| Capital Management Associates, Inc | 417 | $448.2K | 0.10% | −18−4.1% | Reduced |
| AdviceOne Advisory Services, LLC | 417 | $448.4K | 0.26% | 00.0% | Unchanged |
| BKM Wealth Management, LLC | 419 | $450.3K | 0.16% | +60+16.7% | Added |
| Laffer Tengler Investments | 419 | $450.3K | 0.07% | +419 | New |
| Garrison Point Advisors, LLC | 420 | $451.4K | 0.20% | −10−2.3% | Reduced |
| Wilkinson Global Asset Management LLC | 420 | $451.4K | 0.03% | 00.0% | Unchanged |
| Gibraltar Capital Management, Inc. | 420 | $451.4K | 0.08% | +420 | New |
| Hobbs Group Advisors, LLC | 420 | $451.4K | 0.14% | +420 | New |
| Vantage Financial Partners, LLC | 420 | $451.6K | 0.09% | 00.0% | Unchanged |
| Covestor Ltd | 420 | $452.0K | 0.24% | +9+2.2% | Added |
| SLT Holdings LLC | 421 | $452.3K | 0.30% | +146+53.1% | Added |
| Massar Capital Management, LP | 421 | $452.4K | 0.09% | +421 | New |
| Centennial Bank | 423 | $454.6K | 0.18% | 00.0% | Unchanged |
| TMB Capital Partners, LLC | 425 | $456.4K | 0.16% | +425 | New |
| Alesco Advisors LLC | 425 | $456.7K | 0.01% | −91−17.6% | Reduced |
| Everest Management Corp. | 425 | $456.7K | 0.25% | −1−0.2% | Reduced |
| Betterment LLC | 425 | $457.0K | 0.00% | +425 | New |
| Long Run Wealth Advisors, LLC | 426 | $457.6K | 0.09% | +145+51.6% | Added |
| Schonfeld Strategic Advisors LLC | 426 | $457.8K | 0.00% | −223,023−99.8% | Reduced |
| Brio Consultants, LLC | 427 | $459.4K | 0.06% | +11+2.6% | Added |
| Curio Wealth, LLC | 428 | $461.5K | 0.16% | +24+5.9% | Added |
| Vision Financial Markets LLC | 430 | $462.1K | 0.47% | 00.0% | Unchanged |
| Meriwether Wealth & Planning, LLC | 431 | $463.2K | 0.26% | −9−2.0% | Reduced |
| Renasant Bank | 432 | $464.3K | 0.31% | +53+14.0% | Added |
| RS Crum Inc. | 433 | $465.1K | 0.09% | 00.0% | Unchanged |
| Seelaus Asset Management LLC | 433 | $465.3K | 0.37% | 00.0% | Unchanged |
| Adamsbrown Wealth Consultants LLC | 433 | $465.7K | 0.13% | +24+5.9% | Added |
| Owen LaRue, LLC | 434 | $466.9K | 0.18% | −1−0.2% | Reduced |
| Gaddis Premier Wealth Advisors LLC | 435 | $467.6K | 0.35% | +435 | New |
| Wernau Asset Management Inc. | 436 | $468.9K | 0.47% | 00.0% | Unchanged |
| Elwood & Goetz Wealth Advisory Group, LLC | 437 | $469.6K | 0.08% | +49+12.6% | Added |
| Ruggaard & Associates LLC | 437 | $469.7K | 0.18% | −9−2.0% | Reduced |
| William John Sempolinski | 438 | $470.7K | 0.23% | +438 | New |
| Daviman Financial, LLC | 438 | $470.7K | 0.28% | +438 | New |
| Serenus Wealth Advisors, LLC | 439 | $471.8K | 0.09% | +10+2.3% | Added |
| Birch Financial Group, LLC | 439 | $471.9K | 0.27% | −986−69.2% | Reduced |
| Maripau Wealth Management LLC | 441 | $473.8K | 0.22% | +66+17.6% | Added |
| AMG Asset Management Group, Inc. | 441 | $473.9K | 1.53% | +441 | New |
| Maltin Wealth Management, Inc. | 442 | $474.9K | 0.19% | +2+0.5% | Added |
| Clifford Group, LLC | 442 | $475.0K | 0.37% | 00.0% | Unchanged |
| Prosperity Planning, Inc. | 442 | $475.0K | 0.12% | +12+2.8% | Added |
| Bennett Associates Wealth Management | 442 | $475.0K | 0.33% | +133+43.0% | Added |
| Capstone Wealth Management Group, LLC | 443 | $475.9K | 0.20% | 00.0% | Unchanged |
| Pacific Capital Wealth Advisors, Inc | 444 | $477.2K | 0.08% | −198−30.8% | Reduced |
| Oak Wealth Advisors LLC | 445 | $478.2K | 0.27% | +10+2.3% | Added |
| Artemis Wealth Advisors, LLC | 445 | $478.2K | 0.08% | +181+68.6% | Added |
| Blue Bell Private Wealth Management, LLC | 446 | $479.3K | 0.07% | −10−2.2% | Reduced |
| Petros Family Wealth, LLC | 447 | $480.4K | 0.32% | +97+27.7% | Added |
| Bank of Nova Scotia Trust Co | 447 | $480.4K | 0.04% | 00.0% | Unchanged |
| Golden Road Advisors LLC | 447 | $480.4K | 0.27% | +16+3.7% | Added |
| JNBA Financial Advisors | 449 | $482.5K | 0.04% | +5+1.1% | Added |
| Alpha Financial Advisors, LLC | 451 | $484.1K | 0.15% | 00.0% | Unchanged |
| Sharp Financial Services, LLC | 451 | $484.7K | 0.24% | 00.0% | Unchanged |
| Wiser Wealth Management, Inc | 453 | $486.8K | 0.11% | −22−4.6% | Reduced |
| Harbour Wealth Management Group, Inc. | 453 | $487.2K | 0.38% | +453 | New |
| Ballast Advisors LLC | 454 | $487.9K | 0.13% | −20−4.2% | Reduced |
| Continuum Wealth Advisors, LLC | 455 | $489.0K | 0.19% | 00.0% | Unchanged |
| Claris Advisors, LLC | 455 | $489.0K | 0.15% | +3+0.7% | Added |
| Alpha Zero LLC | 456 | $490.1K | 0.27% | −63−12.1% | Reduced |
| Byrne Asset Management LLC | 457 | $491.1K | 0.27% | – | – |
| Vines Capital Management, LLC | 457 | $491.1K | 0.48% | +457 | New |
| Advance Capital Management, Inc. | 457 | $491.4K | 0.02% | +19+4.3% | Added |
| Henrickson Nauta Wealth Advisors, Inc. | 462 | $492.0K | 0.07% | +462 | New |
| Level Financial Advisors, Inc. | 458 | $492.0K | 0.13% | 00.0% | Unchanged |
| Keb Asset Management, LLC | 459 | $492.8K | 0.10% | −24−5.0% | Reduced |
| Jackson Wealth Management, LLC | 460 | $494.0K | 0.05% | +28+6.5% | Added |
| Goodman Advisory Group, LLC | 460 | $494.4K | 0.12% | 00.0% | Unchanged |
| Pembroke Management, LTD | 460 | $494.4K | 0.05% | +116+33.7% | Added |
| PCG Asset Management, LLC | 460 | $494.8K | 0.39% | −5−1.1% | Reduced |
| Orion Investment Co | 461 | $495.4K | 0.15% | −10−2.1% | Reduced |
| IAG Wealth Partners, LLC | 462 | $496.5K | 0.06% | 00.0% | Unchanged |
| Royal Harbor Partners, LLC | 463 | $497.6K | 0.16% | −70−13.1% | Reduced |
| 25 LLC | 463 | $497.6K | 0.16% | +139+42.9% | Added |
| LongView Wealth Management | 461 | $498.2K | 0.12% | +29+6.7% | Added |
| Spectrum Asset Management, Inc. (NB/CA) | 465 | $499.7K | 0.17% | +465 | New |
| Thayer Partners, LLC | 466 | $500.4K | 0.24% | +466 | New |
| PVG Asset Management Corp | 466 | $500.8K | 1.06% | +96+25.9% | Added |
| Banque de Luxembourg S.A. | 466 | $500.8K | 0.23% | +466 | New |
| Howard Bailey Securities, LLC | 466 | $501.2K | 0.20% | +466 | New |
| Cove Private Wealth, LLC | 467 | $501.9K | 0.15% | +168+56.2% | Added |
| Dorsey Wright & Associates | 0 | $503.0K | 0.11% | −468−100.0% | Reduced |
| Vicus Capital | 469 | $503.8K | 0.04% | +55+13.3% | Added |
| Polymer Capital Management (US) LLC | 469 | $504.0K | 0.07% | −109−18.9% | Reduced |
| CDM Financial Counseling Services, Inc. | 472 | $507.2K | 0.48% | +472 | New |
| Entelevest, LLC | 472 | $507.3K | 0.53% | +472 | New |
| Cascade Investment Group, Inc. | 473 | $508.3K | 0.34% | 00.0% | Unchanged |
| Silver Oak Advisory Group, Inc. | 474 | $509.0K | 0.23% | −79−14.3% | Reduced |