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 $942.8B 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
- 4,453
- +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
- 1,615 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 | $942.8B |
| Q1 2026 | 4,392 | $712.9B |
| Q4 2025 | 4,453 | $843.2B |
| Q3 2025 | 3,905 | $583.5B |
| Q2 2025 | 3,915 | $610.1B |
| Q1 2025 | 3,929 | $688.4B |
| Q4 2024 | 3,914 | $602.9B |
| Q3 2024 | 3,667 | $687.4B |
| Q2 2024 | 3,572 | $707.0B |
| Q1 2024 | 3,466 | $607.2B |
| Q4 2023 | 3,277 | $457.2B |
| Q3 2023 | 2,979 | $421.9B |
| Q2 2023 | 2,819 | $366.7B |
| Q1 2023 | 2,620 | $269.7B |
| Q4 2022 | 2,673 | $288.4B |
| Q3 2022 | 2,490 | $256.1B |
| Q2 2022 | 2,451 | $255.6B |
| Q1 2022 | 2,350 | $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 |
|---|---|---|---|---|---|
| Algert Global LLC | 14,876 | $16.0M | 0.25% | −272−1.8% | Reduced |
| Moneta Group Investment Advisors LLC | 14,867 | $16.0M | 0.12% | +374+2.6% | Added |
| Segment Wealth Management, LLC | 14,817 | $15.9M | 0.92% | +323+2.2% | Added |
| L & S Advisors Inc | 14,751 | $15.9M | 1.46% | +3,213+27.8% | Added |
| Robertson Stephens Wealth Management, LLC | 14,744 | $15.8M | 0.45% | +8,053+120.4% | Added |
| Palisade Asset Management, LLC | 14,727 | $15.8M | 1.54% | −4,162−22.0% | Reduced |
| GKV Capital Management Co., Inc. | 14,571 | $15.7M | 5.86% | −160−1.1% | Reduced |
| Nwam LLC | 14,675 | $15.6M | 0.87% | −618−4.0% | Reduced |
| Basecamp Wealth Advisors LLC | 14,443 | $15.5M | 3.31% | +14,443 | New |
| GLOBALT Investments LLC | 14,421 | $15.5M | 0.57% | +1,760+13.9% | Added |
| SeaCrest Wealth Management, LLC | 13,950 | $15.5M | 1.56% | +54+0.4% | Added |
| Laurel Wealth Advisors LLC | 14,361 | $15.4M | 2.04% | −652−4.3% | Reduced |
| CMH Wealth Management LLC | 14,311 | $15.4M | 3.29% | −465−3.1% | Reduced |
| Change Path, LLC | 14,288 | $15.4M | 0.37% | −343−2.3% | Reduced |
| Icon Wealth Advisors, LLC | 14,360 | $15.3M | 1.02% | −203−1.4% | Reduced |
| David R. Rahn & Associates Inc. | 14,223 | $15.3M | 3.66% | +9,004+172.5% | Added |
| Westpac Banking Corp | 14,222 | $15.3M | 0.97% | +4,030+39.5% | Added |
| Sustainable Insight Capital Management, LLC | 14,181 | $15.2M | 5.09% | −4,460−23.9% | Reduced |
| Jacobi Capital Management LLC | 14,111 | $15.2M | 0.88% | −455−3.1% | Reduced |
| Profund Advisors LLC | 14,090 | $15.1M | 0.46% | +2,577+22.4% | Added |
| Marietta Wealth Management, LLC | 14,079 | $15.1M | 1.75% | +169+1.2% | Added |
| RNC Capital Management LLC | 14,065 | $15.1M | 0.69% | −564−3.9% | Reduced |
| Fiduciary Trust Co | 14,065 | $15.1M | 0.17% | −432−3.0% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 14,055 | $15.1M | 0.52% | −430−3.0% | Reduced |
| Mesirow Financial Investment Management, Inc. | 14,008 | $15.1M | 0.31% | −1,487−9.6% | Reduced |
| Larson Financial Group LLC | 14,006 | $15.1M | 0.50% | −2,755−16.4% | Reduced |
| Mizuho Markets Americas LLC | 14,000 | $15.0M | 0.32% | 00.0% | Unchanged |
| KKM Financial LLC | 13,941 | $15.0M | 2.66% | +9,135+190.1% | Added |
| Fundamentun, LLC | 13,934 | $15.0M | 0.60% | +321+2.4% | Added |
| Independence Bank of Kentucky | 13,833 | $14.9M | 1.85% | −688−4.7% | Reduced |
| Meridian Wealth Management, LLC | 13,818 | $14.9M | 0.52% | +2,685+24.1% | Added |
| Congress Asset Management Co | 13,817 | $14.8M | 0.10% | −1,046−7.0% | Reduced |
| Ikarian Capital, LLC | 13,815 | $14.8M | 1.92% | +13,815 | New |
| Knollwood Investment Advisory, LLC | 13,783 | $14.8M | 1.39% | +66+0.5% | Added |
| Hartline Investment Corp | 13,760 | $14.8M | 1.60% | −3,485−20.2% | Reduced |
| Money Concepts Capital Corp | 13,683 | $14.7M | 0.82% | +575+4.4% | Added |
| Integrated Advisors Network LLC | 13,657 | $14.7M | 0.65% | +101+0.7% | Added |
| Fulton Bank, N.A. | 13,647 | $14.7M | 0.51% | +923+7.3% | Added |
| Smartleaf Asset Management LLC | 13,576 | $14.7M | 0.56% | +2,109+18.4% | Added |
| Finer Wealth Management, Inc. | 13,612 | $14.6M | 7.08% | −798−5.5% | Reduced |
| SBI Securities Co., Ltd. | 13,575 | $14.6M | 0.38% | −1,618−10.6% | Reduced |
| Texas Capital Bank Wealth Management Services Inc | 13,533 | $14.5M | 0.84% | +1,264+10.3% | Added |
| Asset Planning,Inc | 13,507 | $14.5M | 10.20% | −292−2.1% | Reduced |
| Anchor Investment Management, LLC | 13,428 | $14.4M | 1.17% | −822−5.8% | Reduced |
| Bragg Financial Advisors, Inc | 13,367 | $14.4M | 0.47% | +169+1.3% | Added |
| Affinity Wealth Management LLC | 13,364 | $14.4M | 2.04% | +121+0.9% | Added |
| Daymark Wealth Partners, LLC | 13,364 | $14.4M | 0.46% | −19−0.1% | Reduced |
| Winton Group Ltd | 13,355 | $14.4M | 0.50% | +10,655+394.6% | Added |
| Burling Wealth Partners, LLC | 13,281 | $14.3M | 2.22% | +758+6.1% | Added |
| Harbour Trust & Investment Management Co | 13,239 | $14.2M | 1.45% | +8,102+157.7% | Added |
| Fideuram Asset Management (Ireland) dac | 15,434 | $14.2M | 1.14% | +15,434 | New |
| Westerkirk Capital Inc. | 13,199 | $14.2M | 1.38% | +2,313+21.2% | Added |
| Compass Capital Management, Inc | 13,193 | $14.2M | 0.79% | −3,108−19.1% | Reduced |
| Intellus Advisors LLC | 13,145 | $14.1M | 1.87% | +5,679+76.1% | Added |
| TCW Group Inc | 13,143 | $14.1M | 0.10% | +13,143 | New |
| CSM Advisors, LLC | 13,139 | $14.1M | 0.38% | +2,165+19.7% | Added |
| Cornerstone Wealth Group, LLC | 13,113 | $14.1M | 0.96% | +323+2.5% | Added |
| Zevin Asset Management LLC | 13,093 | $14.1M | 1.89% | +3,918+42.7% | Added |
| Modern Wealth Management, LLC | 13,087 | $14.1M | 0.26% | +728+5.9% | Added |
| Two Sigma Investments, LP | 13,068 | $14.0M | 0.02% | −187,838−93.5% | Reduced |
| Thoroughbred Financial Services, LLC | 13,048 | $14.0M | 0.83% | −71−0.5% | Reduced |
| Alessandra Capital Management, LLC | 13,021 | $14.0M | 12.44% | +13,021 | New |
| Venture Visionary Partners LLC | 12,923 | $14.0M | 0.46% | +462+3.7% | Added |
| Wellington Shields & Co., LLC | 12,977 | $13.9M | 3.44% | +157+1.2% | Added |
| Independent Financial Group, LLC | 12,975 | $13.9M | 0.31% | +3,192+32.6% | Added |
| Alley Investment Management Company, LLC | 12,960 | $13.9M | 1.63% | −141−1.1% | Reduced |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 13,323 | $13.8M | 0.13% | +132+1.0% | Added |
| Bedell Frazier Investment Counseling, LLC | 12,881 | $13.8M | 2.67% | +3,042+30.9% | Added |
| Syon Capital LLC | 12,870 | $13.8M | 0.69% | −383−2.9% | Reduced |
| Adell Harriman & Carpenter Inc | 12,855 | $13.8M | 0.82% | +559+4.5% | Added |
| Cantor Fitzgerald, L. P. | 12,849 | $13.8M | 0.41% | −53,017−80.5% | Reduced |
| Haverford Financial Services, Inc. | 12,835 | $13.8M | 3.87% | −81−0.6% | Reduced |
| Wealthspire Advisors, LLC | 12,811 | $13.8M | 0.11% | +4,787+59.7% | Added |
| Capital Wealth Planning, LLC | 12,781 | $13.7M | 0.09% | +1,726+15.6% | Added |
| Bailard, Inc. | 12,772 | $13.7M | 0.30% | −634−4.7% | Reduced |
| Altfest L J & Co Inc | 12,693 | $13.6M | 1.49% | −1,109−8.0% | Reduced |
| American Financial Advisors, LLC | 12,690 | $13.6M | 1.76% | −370−2.8% | Reduced |
| Snider Financial Group | 12,684 | $13.6M | 3.63% | −414−3.2% | Reduced |
| TCG Advisory Services, LLC | 12,682 | $13.6M | 0.37% | +942+8.0% | Added |
| Middleton & Co Inc | 12,680 | $13.6M | 1.45% | +573+4.7% | Added |
| Fairfield Financial Advisors, LTD | 12,678 | $13.6M | 4.44% | −366−2.8% | Reduced |
| Principle Wealth Partners LLC | 12,674 | $13.6M | 0.77% | +5,872+86.3% | Added |
| River Wealth Advisors LLC | 12,666 | $13.6M | 1.53% | +350+2.8% | Added |
| Bell & Brown Wealth Advisors, LLC | 12,651 | $13.6M | 4.38% | −289−2.2% | Reduced |
| Timber Creek Capital Management LLC | 12,645 | $13.6M | 3.16% | 00.0% | Unchanged |
| Smithbridge Asset Management Inc | 12,621 | $13.6M | 1.16% | +146+1.2% | Added |
| Naples Global Advisors, LLC | 12,580 | $13.5M | 1.01% | −337−2.6% | Reduced |
| Union Heritage Capital, LLC | 12,545 | $13.5M | 4.57% | −575−4.4% | Reduced |
| United Capital Management of KS, Inc. | 12,517 | $13.5M | 1.89% | +55+0.4% | Added |
| Mirabaud & Cie SA | 12,503 | $13.4M | 4.33% | −192−1.5% | Reduced |
| Greenwood Capital Associates LLC | 12,425 | $13.4M | 1.45% | −744−5.6% | Reduced |
| Indiana Trust & Investment Management CO | 12,382 | $13.3M | 3.92% | +327+2.7% | Added |
| Strategic Wealth Partners, Ltd. | 12,374 | $13.3M | 0.91% | −2,066−14.3% | Reduced |
| Dynamic Advisor Solutions LLC | 17,764 | $13.3M | 0.43% | +4,503+34.0% | Added |
| Harbor Capital Advisors, Inc. | 12,352 | $13.3M | 1.03% | −18−0.1% | Reduced |
| Strategic Wealth Designers | 12,318 | $13.2M | 1.63% | −5,937−32.5% | Reduced |
| Resources Investment Advisors, LLC. | 12,244 | $13.2M | 0.13% | +1,099+9.9% | Added |
| Evergreen Capital Management LLC | 12,210 | $13.1M | 0.29% | +1,543+14.5% | Added |
| Peoples Financial Services Corp. | 12,204 | $13.1M | 6.12% | −274−2.2% | Reduced |
| Aaron Wealth Advisors | 12,196 | $13.1M | 0.73% | +2,193+21.9% | Added |