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
- 4,452
- +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 | $942.8B |
| 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 |
|---|---|---|---|---|---|
| Blalock Williams, LLC | 10,175 | $10.9M | 8.75% | +104+1.0% | Added |
| Morse Asset Management, Inc | 10,172 | $10.9M | 2.18% | −744−6.8% | Reduced |
| Portfolio Design Labs, LLC | 10,163 | $10.9M | 1.80% | −65−0.6% | Reduced |
| MidFirst Bank | 10,139 | $10.9M | 0.87% | +10,139 | New |
| Mather Group, LLC. | 10,095 | $10.8M | 0.11% | +2,250+28.7% | Added |
| Bogart Wealth, LLC | 10,084 | $10.8M | 0.44% | −705−6.5% | Reduced |
| Financial Advisory Service, Inc. | 10,065 | $10.8M | 0.70% | +291+3.0% | Added |
| ROI Financial Advisors, LLC | 10,053 | $10.8M | 6.20% | −552−5.2% | Reduced |
| Chilton Investment Co LLC | 10,051 | $10.8M | 0.23% | −2,438−19.5% | Reduced |
| Harbor Investment Advisory, LLC | 10,048 | $10.8M | 0.81% | +155+1.6% | Added |
| Prosperity Consulting Group, LLC | 10,020 | $10.8M | 0.48% | +139+1.4% | Added |
| PKO Investment Management Joint-Stock Co | 10,000 | $10.7M | 0.86% | −3,926−28.2% | Reduced |
| Mitchell Capital Management Co | 9,983 | $10.7M | 1.92% | +3,156+46.2% | Added |
| CFM Wealth Partners LLC | 9,916 | $10.7M | 1.54% | −707−6.7% | Reduced |
| Confluence Wealth Services, Inc. | 9,914 | $10.7M | 0.44% | −6−0.1% | Reduced |
| Mengis Capital Management, Inc. | 9,874 | $10.6M | 1.88% | +500+5.3% | Added |
| Sagespring Wealth Partners, LLC | 9,853 | $10.6M | 0.19% | +1,768+21.9% | Added |
| Shepherd Financial Partners LLC | 9,827 | $10.6M | 0.98% | +67+0.7% | Added |
| BTG Pactual Asset Management US LLC | 9,799 | $10.5M | 1.17% | +3,765+62.4% | Added |
| Cinctive Capital Management LP | 9,746 | $10.5M | 0.60% | +9,746 | New |
| Mattern Capital Management, LLC | 9,744 | $10.5M | 1.24% | −1,169−10.7% | Reduced |
| Vivaldi Capital Management, LLC | 9,735 | $10.5M | 1.42% | −232−2.3% | Reduced |
| Generali Investments CEE, investicni spolecnost, a.s. | 9,733 | $10.5M | 0.74% | −1,022−9.5% | Reduced |
| GM Advisory Group, Inc. | 9,729 | $10.5M | 0.41% | −2,375−19.6% | Reduced |
| SeaTown Holdings Pte. Ltd. | 9,725 | $10.5M | 6.06% | −3,000−23.6% | Reduced |
| Essential Planning, LLC. | 9,724 | $10.4M | 3.33% | 00.0% | Unchanged |
| Unisphere Establishment | 9,700 | $10.4M | 0.08% | 00.0% | Unchanged |
| Radnor Capital Management, LLC | 9,667 | $10.4M | 1.54% | −340−3.4% | Reduced |
| Harmony Asset Management LLC | 9,661 | $10.4M | 3.48% | +59+0.6% | Added |
| Advisors Capital Management, LLC | 9,657 | $10.4M | 0.12% | −894−8.5% | Reduced |
| Crawford Investment Counsel Inc | 9,653 | $10.4M | 0.17% | +401+4.3% | Added |
| Ayrshire Capital Management LLC | 9,651 | $10.4M | 4.76% | −75−0.8% | Reduced |
| Checchi Capital Advisers, LLC | 9,642 | $10.4M | 0.70% | −209−2.1% | Reduced |
| Madden Securities Corp | 9,586 | $10.3M | 3.14% | +14+0.1% | Added |
| Aull & Monroe Investment Management Corp | 9,568 | $10.3M | 5.15% | −129−1.3% | Reduced |
| Keystone Investors Pte Ltd | 9,560 | $10.3M | 0.92% | +4,360+83.8% | Added |
| Boston Private Wealth LLC | 9,530 | $10.2M | 0.60% | +1,612+20.4% | Added |
| EULAV Asset Management | 9,510 | $10.2M | 0.27% | +10+0.1% | Added |
| Wescott Financial Advisory Group, LLC | 9,457 | $10.2M | 0.89% | +99+1.1% | Added |
| Empire Financial Management Company, LLC | 9,450 | $10.2M | 2.21% | +62+0.7% | Added |
| Arvest Bank Trust Division | 9,449 | $10.2M | 0.55% | +438+4.9% | Added |
| Smithfield Trust Co | 9,432 | $10.1M | 0.45% | +301+3.3% | Added |
| Fox Hill Wealth Management | 9,404 | $10.1M | 4.70% | −44−0.5% | Reduced |
| Sava Infond d.o.o. | 9,350 | $10.0M | 1.36% | −110−1.2% | Reduced |
| Naviter Wealth, LLC | 9,291 | $9.98M | 1.30% | −1,020−9.9% | Reduced |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 9,285 | $9.98M | 3.35% | +404+4.5% | Added |
| Transcend Wealth Collective, LLC | 9,283 | $9.98M | 0.77% | −1,893−16.9% | Reduced |
| Pegasus Asset Management, Inc. | 9,274 | $9.97M | 3.07% | +91+1.0% | Added |
| Channel Wealth LLC | 9,273 | $9.97M | 2.52% | −585−5.9% | Reduced |
| Montecito Bank & Trust | 9,236 | $9.93M | 1.58% | −574−5.9% | Reduced |
| Bernard Wealth Management Corp. | 9,217 | $9.91M | 4.02% | −500−5.1% | Reduced |
| Arrowpoint Investment Partners (Singapore) Pte. Ltd. | 9,193 | $9.88M | 1.46% | +9,193 | New |
| Hilltop Holdings Inc. | 9,168 | $9.85M | 0.59% | −7,312−44.4% | Reduced |
| Chatham Capital Group, Inc. | 9,167 | $9.85M | 1.40% | −7−0.1% | Reduced |
| Norden Group LLC | 9,165 | $9.85M | 0.96% | +313+3.5% | Added |
| Chesapeake Asset Management LLC | 9,158 | $9.84M | 8.16% | +290+3.3% | Added |
| Asio Capital, LLC | 9,152 | $9.84M | 1.39% | +23+0.3% | Added |
| Centric Wealth Management | 9,416 | $9.83M | 2.08% | −451−4.6% | Reduced |
| First Horizon Corp | 9,137 | $9.82M | 0.44% | +265+3.0% | Added |
| Howard Capital Management Inc. | 9,106 | $9.79M | 0.13% | +62+0.7% | Added |
| Old Second National Bank of Aurora | 9,083 | $9.76M | 1.95% | −64−0.7% | Reduced |
| Belpointe Asset Management LLC | 9,077 | $9.76M | 0.35% | +4,370+92.8% | Added |
| MTM Investment Management, LLC | 9,054 | $9.73M | 3.11% | −602−6.2% | Reduced |
| Hedeker Wealth, LLC | 9,052 | $9.73M | 2.04% | +7,150+375.9% | Added |
| Sphera Funds Management Ltd. | 9,040 | $9.72M | 2.03% | −1,000−10.0% | Reduced |
| Aldebaran Capital, LLC | 9,032 | $9.71M | 8.70% | +1,249+16.0% | Added |
| WealthTrust Axiom LLC | 9,026 | $9.70M | 2.50% | −905−9.1% | Reduced |
| Morgens Waterfall Vintiadis & Co Inc | 9,000 | $9.67M | 7.08% | 00.0% | Unchanged |
| Archon Partners LLC | 9,000 | $9.67M | 1.01% | 00.0% | Unchanged |
| Perkins Capital Management Inc | 8,965 | $9.63M | 7.65% | −125−1.4% | Reduced |
| Rokos Capital Management LLP | 8,950 | $9.62M | 0.14% | +8,950 | New |
| Everett Harris & Co | 8,939 | $9.61M | 0.12% | +50+0.6% | Added |
| Private Trust Co NA | 8,922 | $9.59M | 0.84% | −609−6.4% | Reduced |
| Heritage Investors Management Corp | 8,904 | $9.57M | 0.28% | −9−0.1% | Reduced |
| NBT Bank N A | 10,804 | $9.54M | 0.62% | +363+3.5% | Added |
| New Age Alpha Advisors, LLC | 8,839 | $9.50M | 0.41% | −3,711−29.6% | Reduced |
| Covenant Asset Management, LLC | 8,832 | $9.49M | 1.83% | −24−0.3% | Reduced |
| Core Alternative Capital | 8,796 | $9.45M | 2.61% | −3,124−26.2% | Reduced |
| Central Pacific Bank - Trust Division | 8,773 | $9.43M | 1.16% | −217−2.4% | Reduced |
| Trust Asset Management LLC | 8,752 | $9.41M | 0.64% | −320−3.5% | Reduced |
| Deltec Asset Management LLC | 8,750 | $9.40M | 1.56% | 00.0% | Unchanged |
| Gunderson Capital Management Inc. | 8,749 | $9.40M | 4.24% | +703+8.7% | Added |
| Conning Inc. | 8,744 | $9.40M | 0.31% | −1,525−14.9% | Reduced |
| Lynch & Associates | 8,738 | $9.39M | 1.78% | +200+2.3% | Added |
| Fortis Capital Management LLC | 8,725 | $9.38M | 1.24% | +458+5.5% | Added |
| Canandaigua National Bank & Trust Co | 8,708 | $9.36M | 0.84% | −284−3.2% | Reduced |
| Capital Investment Advisory Services, LLC | 8,694 | $9.34M | 0.66% | −101−1.1% | Reduced |
| SRS Capital Advisors, Inc. | 8,688 | $9.34M | 0.27% | −13,875−61.5% | Reduced |
| Marsico Capital Management LLC | 8,685 | $9.33M | 0.26% | +8,685 | New |
| Forum Financial Management, LP | 8,666 | $9.31M | 0.12% | +198+2.3% | Added |
| Hodges Capital Management Inc. | 8,655 | $9.30M | 0.80% | −2,980−25.6% | Reduced |
| Costello Asset Management, INC | 8,643 | $9.29M | 3.07% | −410−4.5% | Reduced |
| Verdence Capital Advisors LLC | 8,629 | $9.27M | 0.55% | −407−4.5% | Reduced |
| SevenBridge Financial Group, LLC | 8,724 | $9.27M | 1.49% | +370+4.4% | Added |
| First Washington CORP | 8,627 | $9.27M | 2.40% | −77−0.9% | Reduced |
| Sender Co & Partners, Inc. | 8,622 | $9.27M | 5.28% | −793−8.4% | Reduced |
| PFG Investments, LLC | 8,616 | $9.26M | 0.44% | −1,000−10.4% | Reduced |
| U.S. Capital Wealth Advisors, LLC | 8,611 | $9.25M | 0.24% | −595−6.5% | Reduced |
| Ithaka Group LLC | 8,575 | $9.22M | 1.64% | +168+2.0% | Added |
| Titan Wealth (CI) Ltd | 8,566 | $9.21M | 3.54% | +8,566 | New |