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 |
|---|---|---|---|---|---|
| Western Wealth Management, LLC | 8,549 | $9.19M | 0.42% | +88+1.0% | Added |
| North Star Investment Management Corp. | 8,546 | $9.18M | 0.58% | +363+4.4% | Added |
| Allen Investment Management LLC | 8,541 | $9.18M | 0.10% | +1,936+29.3% | Added |
| Formidable Asset Management, LLC | 12,029 | $9.18M | 1.34% | +1,013+9.2% | Added |
| Qtron Investments LLC | 8,534 | $9.17M | 1.19% | −612−6.7% | Reduced |
| Oak Harvest Investment Services | 8,507 | $9.14M | 1.00% | +420+5.2% | Added |
| West Branch Capital LLC | 8,492 | $9.13M | 2.35% | +94+1.1% | Added |
| Arcadia Investment Management Corp | 8,481 | $9.11M | 1.48% | −537−6.0% | Reduced |
| Lowe Brockenbrough & Co Inc | 8,469 | $9.10M | 0.45% | +1,749+26.0% | Added |
| Trust Co of Vermont | 8,466 | $9.10M | 0.38% | −517−5.8% | Reduced |
| Plimoth Trust Co LLC | 8,457 | $9.09M | 2.03% | −44−0.5% | Reduced |
| PCM Encore, LLC | 8,455 | $9.09M | 1.93% | +8,455 | New |
| Schnieders Capital Management, LLC. | 8,443 | $9.07M | 1.41% | +12+0.1% | Added |
| Act Two Investors LLC | 8,440 | $9.07M | 1.63% | −9−0.1% | Reduced |
| Field & Main Bank | 8,436 | $9.07M | 2.61% | +50+0.6% | Added |
| Sand Hill Global Advisors, LLC | 8,411 | $9.04M | 0.32% | −281−3.2% | Reduced |
| Family Legacy Financial Solutions, LLC | 8,608 | $9.02M | 6.97% | −175−2.0% | Reduced |
| MMBG Investment Advisors Co. | 8,377 | $9.00M | 0.76% | +8+0.1% | Added |
| Cabot Wealth Management Inc | 8,374 | $9.00M | 0.99% | −248−2.9% | Reduced |
| Heritage Wealth Management, Inc. | 8,370 | $9.00M | 2.50% | −222−2.6% | Reduced |
| Columbia Asset Management | 8,346 | $8.97M | 1.59% | +352+4.4% | Added |
| Fidelis Capital Partners, LLC | 8,340 | $8.96M | 0.65% | +171+2.1% | Added |
| Kovitz Investment Group Partners, LLC | 8,339 | $8.96M | 0.20% | −63,568−88.4% | Reduced |
| Davern Capital Partners, LP | 8,307 | $8.93M | 2.89% | +8,307 | New |
| Viking Fund Management LLC | 8,300 | $8.92M | 1.03% | −2,700−24.5% | Reduced |
| DCF Advisers, LLC | 8,300 | $8.92M | 2.95% | 00.0% | Unchanged |
| Enhancing Capital LLC | 8,300 | $8.92M | 6.38% | 00.0% | Unchanged |
| Integrity Alliance, LLC. | 8,290 | $8.91M | 0.33% | +4,011+93.7% | Added |
| FRG Family Wealth Advisors LLC | 8,287 | $8.91M | 1.38% | 00.0% | Unchanged |
| Kingswood Wealth Advisors, LLC | 8,267 | $8.88M | 0.43% | +1,211+17.2% | Added |
| Puzo Michael J | 8,224 | $8.84M | 2.41% | +665+8.8% | Added |
| Broderick Brian C | 8,216 | $8.83M | 1.67% | +720+9.6% | Added |
| Portside Wealth Group, LLC | 8,214 | $8.83M | 1.20% | −466−5.4% | Reduced |
| Wolff Financial Management LLC | 8,196 | $8.81M | 1.98% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 8,193 | $8.80M | 0.60% | −577−6.6% | Reduced |
| Supplemental Annuity Collective Trust of NJ | 8,190 | $8.80M | 2.28% | −110−1.3% | Reduced |
| Ascent Wealth Partners, LLC | 8,166 | $8.78M | 1.01% | +40+0.5% | Added |
| GTS Securities LLC | 8,146 | $8.75M | 0.30% | +3,571+78.1% | Added |
| Chicago Trust Co NA | 8,135 | $8.74M | 1.37% | −278−3.3% | Reduced |
| Strategic Planning Group, LLC | 8,132 | $8.74M | 1.12% | +8,132 | New |
| Cohen Capital Management, Inc. | 8,052 | $8.65M | 1.30% | −300−3.6% | Reduced |
| TCI Wealth Advisors, Inc. | 8,051 | $8.65M | 0.48% | −36−0.4% | Reduced |
| Clarkston Capital Partners, LLC | 8,050 | $8.65M | 0.20% | −2,000−19.9% | Reduced |
| YHB Investment Advisors, Inc. | 8,028 | $8.63M | 0.60% | +577+7.7% | Added |
| Allegheny Financial Group LTD | 8,006 | $8.60M | 1.27% | −61−0.8% | Reduced |
| Dark Forest Capital Management LP | 7,987 | $8.58M | 0.39% | −1,332−14.3% | Reduced |
| Perkins Coie Trust Co | 7,978 | $8.57M | 1.60% | +279+3.6% | Added |
| Cullinan Associates Inc | 7,978 | $8.57M | 0.58% | −965−10.8% | Reduced |
| Kampmann Melissa S. | 7,923 | $8.55M | 6.32% | −61−0.8% | Reduced |
| Waldron Private Wealth LLC | 7,950 | $8.54M | 0.34% | +101+1.3% | Added |
| Intrepid Financial Planning Group LLC | 7,910 | $8.50M | 3.23% | −39−0.5% | Reduced |
| Grove Bank & Trust | 7,908 | $8.50M | 0.96% | −1,574−16.6% | Reduced |
| Wealth Alliance | 7,875 | $8.46M | 0.83% | −85−1.1% | Reduced |
| Ausdal Financial Partners, Inc. | 7,859 | $8.45M | 0.39% | +1,507+23.7% | Added |
| Exome Asset Management LLC | 7,852 | $8.44M | 4.17% | 00.0% | Unchanged |
| M&G Plc | 7,792 | $8.38M | 0.04% | 00.0% | Unchanged |
| Sharpepoint LLC | 7,784 | $8.36M | 5.01% | +7,784 | New |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 7,777 | $8.36M | 2.91% | +7,055+977.1% | Added |
| Parkside Financial Bank & Trust | 7,741 | $8.32M | 0.62% | −28−0.4% | Reduced |
| Cigna Investments Inc | 7,736 | $8.31M | 1.21% | −84−1.1% | Reduced |
| Redhawk Wealth Advisors, Inc. | 7,736 | $8.31M | 0.93% | +13+0.2% | Added |
| Archer Investment Corp | 7,732 | $8.31M | 1.87% | +150+2.0% | Added |
| Simmons Bank | 7,717 | $8.29M | 0.55% | −204−2.6% | Reduced |
| Leavell Investment Management, Inc. | 7,702 | $8.28M | 0.34% | −115−1.5% | Reduced |
| Welch Group, LLC | 7,686 | $8.26M | 0.32% | +172+2.3% | Added |
| Canal Capital Management, LLC | 7,666 | $8.24M | 1.17% | +881+13.0% | Added |
| ZEGA Investments, LLC | 7,656 | $8.23M | 1.60% | +1,048+15.9% | Added |
| Washington Trust Bank | 7,640 | $8.21M | 0.58% | −67−0.9% | Reduced |
| Avestar Capital, LLC | 7,605 | $8.17M | 0.56% | +907+13.5% | Added |
| Everhart Financial Group, Inc. | 7,574 | $8.14M | 0.75% | +1,132+17.6% | Added |
| Leelyn Smith, LLC | 7,552 | $8.12M | 1.17% | −273−3.5% | Reduced |
| Elk River Wealth Management, LLC | 7,521 | $8.08M | 1.30% | −292−3.7% | Reduced |
| King Wealth | 7,509 | $8.07M | 0.97% | −6,182−45.2% | Reduced |
| Evelyn Partners Investment Management Services Ltd | 7,499 | $8.06M | 1.01% | +211+2.9% | Added |
| Green Harvest Asset Management LLC | 7,488 | $8.05M | 0.12% | +80+1.1% | Added |
| Stableford Capital II LLC | 7,450 | $8.01M | 2.89% | −89−1.2% | Reduced |
| Longbow Finance SA | 7,421 | $7.98M | 1.35% | −5,895−44.3% | Reduced |
| Johnson Financial Group, Inc. | 7,418 | $7.97M | 0.30% | −258−3.4% | Reduced |
| Old North State Trust, LLC | 7,414 | $7.97M | 4.71% | +27+0.4% | Added |
| Decatur Capital Management, Inc. | 7,412 | $7.97M | 3.24% | −383−4.9% | Reduced |
| LJI Wealth Management, LLC | 7,398 | $7.95M | 1.21% | +37+0.5% | Added |
| Roman Butler Fullerton & Co | 7,308 | $7.95M | 2.08% | +135+1.9% | Added |
| Kovack Advisors, Inc. | 7,389 | $7.94M | 0.38% | +3,506+90.3% | Added |
| Pinney & Scofield, Inc. | 7,379 | $7.93M | 4.50% | −8−0.1% | Reduced |
| Aft, Forsyth & Company, Inc. | 7,360 | $7.91M | 3.42% | −5−0.1% | Reduced |
| Hunter Associates Investment Management LLC | 7,351 | $7.90M | 1.06% | −471−6.0% | Reduced |
| PDS Planning, Inc | 7,335 | $7.88M | 0.53% | +341+4.9% | Added |
| Investment Research & Advisory Group, Inc. | 7,311 | $7.87M | 2.62% | +31+0.4% | Added |
| Diversify Advisory Services, LLC | 7,582 | $7.87M | 0.25% | −10.0% | Reduced |
| Geneos Wealth Management Inc. | 7,323 | $7.87M | 0.19% | −171−2.3% | Reduced |
| AlphaCore Capital LLC | 7,283 | $7.83M | 0.18% | +676+10.2% | Added |
| Sectoral Asset Management Inc | 7,276 | $7.82M | 6.27% | −2,100−22.4% | Reduced |
| Proficio Capital Partners LLC | 7,271 | $7.81M | 0.55% | −2,020−21.7% | Reduced |
| Focus Financial Network, Inc. | 7,256 | $7.80M | 0.27% | −33−0.5% | Reduced |
| Meiji Yasuda Life Insurance Co | 7,244 | $7.78M | 0.23% | −31−0.4% | Reduced |
| Simplicity Wealth,LLC | 7,243 | $7.78M | 0.46% | −579−7.4% | Reduced |
| Procyon Private Wealth Partners, LLC | 7,227 | $7.77M | 0.38% | +4,616+176.8% | Added |
| WBH Advisory Inc | 7,217 | $7.76M | 0.57% | −127−1.7% | Reduced |
| McKinley Carter Wealth Services, Inc. | 7,206 | $7.74M | 0.43% | +1,096+17.9% | Added |
| Family Legacy, Inc. | 7,202 | $7.74M | 2.32% | −59−0.8% | Reduced |