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 |
|---|---|---|---|---|---|
| Roundview Capital LLC | 7,199 | $7.74M | 0.48% | +935+14.9% | Added |
| Guardian Wealth Management, Inc. | 7,180 | $7.72M | 4.53% | +39+0.5% | Added |
| BankPlus Trust Department | 7,177 | $7.71M | 2.02% | −194−2.6% | Reduced |
| QVR LLC | 7,177 | $7.71M | 5.39% | +6,487+940.1% | Added |
| Ibex Wealth Advisors | 7,167 | $7.70M | 0.75% | +478+7.1% | Added |
| VestGen Advisors, LLC | 7,163 | $7.70M | 0.33% | −5,075−41.5% | Reduced |
| Pictet North America Advisors SA | 7,158 | $7.69M | 0.73% | +17+0.2% | Added |
| Sage Mountain Advisors LLC | 7,132 | $7.66M | 0.41% | +58+0.8% | Added |
| Wealth Enhancement Trust Services, Inc. | 7,132 | $7.66M | 0.97% | +7,132 | New |
| EverSource Wealth Advisors, LLC | 7,129 | $7.66M | 0.28% | +733+11.5% | Added |
| TRUE Private Wealth Advisors | 7,128 | $7.66M | 0.77% | −265−3.6% | Reduced |
| Fiduciary Group LLC | 7,123 | $7.65M | 0.64% | −225−3.1% | Reduced |
| Dillon & Associates Inc | 7,111 | $7.64M | 0.99% | +1,138+19.1% | Added |
| Diversify Wealth Management, LLC | 7,066 | $7.61M | 0.36% | −348−4.7% | Reduced |
| Ipswich Investment Management Co., Inc. | 7,059 | $7.59M | 1.76% | +64+0.9% | Added |
| Resources Management Corp | 7,045 | $7.57M | 0.98% | +89+1.3% | Added |
| Bank of Hawaii | 7,031 | $7.56M | 0.37% | −445−6.0% | Reduced |
| Schear Investment Advisers, LLC | 7,027 | $7.55M | 3.25% | −62−0.9% | Reduced |
| Simon Quick Advisors, LLC | 7,017 | $7.54M | 0.33% | +2,221+46.3% | Added |
| bLong Financial, LLC | 7,013 | $7.54M | 5.26% | 00.0% | Unchanged |
| Sivik Global Healthcare LLC | 7,000 | $7.52M | 3.67% | −3,000−30.0% | Reduced |
| Pathway Wealth Management LLC | 6,998 | $7.52M | 6.86% | +6,998 | New |
| Tradewinds, LLC. | 6,982 | $7.50M | 1.79% | +32+0.5% | Added |
| Level Four Advisory Services, LLC | 6,967 | $7.49M | 0.24% | +825+13.4% | Added |
| Moody National Bank Trust Division | 6,956 | $7.48M | 0.72% | −3,183−31.4% | Reduced |
| Investors Asset Management of Georgia Inc | 6,891 | $7.41M | 3.06% | −20−0.3% | Reduced |
| First Nebraska Trust Co | 6,883 | $7.40M | 0.68% | −16−0.2% | Reduced |
| Gluskin Sheff & Assoc Inc | 6,877 | $7.39M | 1.03% | −346−4.8% | Reduced |
| Invst, LLC | 6,864 | $7.38M | 0.80% | +3,494+103.7% | Added |
| Bouvel Investment Partners, LLC | 6,818 | $7.33M | 2.11% | +90+1.3% | Added |
| Secure Asset Management, LLC | 6,766 | $7.27M | 1.15% | −294−4.2% | Reduced |
| Game Creek Capital, LP | 6,750 | $7.25M | 2.75% | −675−9.1% | Reduced |
| Richwood Investment Advisors, LLC | 6,850 | $7.25M | 5.20% | −245−3.5% | Reduced |
| Boothbay Fund Management, LLC | 6,743 | $7.25M | 0.19% | +1,669+32.9% | Added |
| Advisor OS, LLC | 6,741 | $7.24M | 0.58% | +668+11.0% | Added |
| Angeles Wealth Management, LLC | 6,726 | $7.23M | 0.40% | +1,255+22.9% | Added |
| Denali Advisors LLC | 6,721 | $7.22M | 0.80% | −51−0.8% | Reduced |
| CWA Asset Management Group, LLC | 6,719 | $7.22M | 0.26% | +849+14.5% | Added |
| Aprio Wealth Management, LLC | 3,767 | $7.22M | 0.41% | +1,112+41.9% | Added |
| Parallax Volatility Advisers, L.P. | 6,705 | $7.21M | 0.22% | +6,705 | New |
| Magnus Financial Group LLC | 6,699 | $7.20M | 0.55% | +70+1.1% | Added |
| Tower Bridge Advisors | 6,691 | $7.19M | 0.73% | −55−0.8% | Reduced |
| NorthRock Partners, LLC | 6,683 | $7.18M | 0.12% | −8,678−56.5% | Reduced |
| Grimes & Company, Inc. | 6,682 | $7.18M | 0.17% | +472+7.6% | Added |
| Harvey Capital Management Inc | 6,678 | $7.18M | 1.53% | −30.0% | Reduced |
| Stevens Capital Management LP | 6,671 | $7.17M | 2.52% | −19,236−74.3% | Reduced |
| Insigneo Advisory Services, LLC | 6,655 | $7.15M | 0.51% | +504+8.2% | Added |
| Kanawha Capital Management LLC | 6,650 | $7.15M | 0.49% | −40−0.6% | Reduced |
| Atlantic Trust, LLC | 6,642 | $7.14M | 1.12% | −84−1.2% | Reduced |
| Ameritas Advisory Services, LLC | 6,638 | $7.13M | 0.27% | −6−0.1% | Reduced |
| Telligent Fund, LP | 6,600 | $7.09M | 7.89% | −600−8.3% | Reduced |
| StoneCrest Wealth Management, Inc. | 6,598 | $7.09M | 2.86% | +291+4.6% | Added |
| Ninety One North America, Inc. | 6,581 | $7.07M | 0.29% | +6,581 | New |
| Berger Financial Group, Inc | 6,568 | $7.06M | 0.41% | −195−2.9% | Reduced |
| Silvercrest Asset Management Group LLC | 6,566 | $7.06M | 0.05% | −503−7.1% | Reduced |
| Sym Financial Corp | 6,551 | $7.04M | 0.72% | +165+2.6% | Added |
| Lake Street Financial LLC | 6,549 | $7.04M | 0.86% | −10−0.2% | Reduced |
| Premier Path Wealth Partners, LLC | 6,543 | $7.03M | 0.91% | +369+6.0% | Added |
| Nomura Holdings Inc | 6,536 | $7.02M | 0.02% | −105,885−94.2% | Reduced |
| Blackhawk Capital Partners LLC. | 6,535 | $7.02M | 2.64% | +9+0.1% | Added |
| Weaver Capital Management LLC | 6,476 | $6.96M | 1.47% | +1,023+18.8% | Added |
| Stanley-Laman Group, Ltd. | 6,465 | $6.95M | 0.89% | +2,665+70.1% | Added |
| Van Strum & Towne Inc. | 6,459 | $6.94M | 1.94% | −320−4.7% | Reduced |
| Parisi Gray Wealth Management | 6,452 | $6.93M | 1.57% | +10+0.2% | Added |
| Sargent Investment Group, LLC | 6,439 | $6.92M | 0.87% | −137−2.1% | Reduced |
| MidWestOne Financial Group, Inc. | 6,414 | $6.89M | 0.77% | +61+1.0% | Added |
| Journey Strategic Wealth LLC | 6,403 | $6.88M | 0.18% | +908+16.5% | Added |
| Meridian Wealth Advisors, LLC | 6,374 | $6.85M | 0.95% | −74−1.1% | Reduced |
| BOS Asset Management, LLC | 6,373 | $6.85M | 1.83% | −127−2.0% | Reduced |
| Sowell Financial Services LLC | 6,370 | $6.85M | 0.25% | −10.0% | Reduced |
| ZWJ Investment Counsel Inc | 6,368 | $6.84M | 0.25% | −162−2.5% | Reduced |
| First Foundation Advisors | 6,328 | $6.80M | 0.26% | +384+6.5% | Added |
| American Trust | 6,327 | $6.80M | 0.57% | −58−0.9% | Reduced |
| Soltis Investment Advisors LLC | 6,326 | $6.80M | 0.45% | +1,745+38.1% | Added |
| Brandywine Oak Private Wealth LLC | 6,303 | $6.77M | 0.57% | 00.0% | Unchanged |
| Keebeck Wealth Management, LLC | 6,303 | $6.77M | 0.78% | +174+2.8% | Added |
| Broadleaf Partners, LLC | 6,251 | $6.72M | 1.42% | −7−0.1% | Reduced |
| Banco BTG Pactual S.A. | 6,240 | $6.71M | 1.19% | +6,240 | New |
| Signal Advisors Wealth, LLC | 6,235 | $6.70M | 0.53% | +824+15.2% | Added |
| Capital Advisors Inc | 6,223 | $6.69M | 0.11% | +398+6.8% | Added |
| First City Capital Management, Inc. | 6,198 | $6.66M | 3.52% | −142−2.2% | Reduced |
| Mitchell McLeod Pugh & Williams Inc | 6,224 | $6.59M | 0.94% | +990+18.9% | Added |
| Wealth Alliance Advisory Group, LLC | 6,106 | $6.56M | 1.12% | +964+18.7% | Added |
| China Universal Asset Management Co., Ltd. | 6,098 | $6.55M | 0.50% | +443+7.8% | Added |
| BCJ Capital Management, LLC | 6,096 | $6.55M | 0.38% | +3,927+181.1% | Added |
| SFE Investment Counsel | 6,086 | $6.54M | 1.02% | −156−2.5% | Reduced |
| Beck Capital Management, LLC | 6,082 | $6.54M | 1.56% | +64+1.1% | Added |
| Newbridge Financial Services Group, Inc. | 6,077 | $6.53M | 1.01% | −4,278−41.3% | Reduced |
| Reynders McVeigh Capital Management, LLC | 6,062 | $6.51M | 0.31% | −116−1.9% | Reduced |
| Avantax Planning Partners, Inc. | 6,054 | $6.51M | 0.18% | +17+0.3% | Added |
| Lighthouse Investment Partners, LLC | 6,050 | $6.50M | 0.22% | +550+10.0% | Added |
| Oxler Private Wealth LLC | 6,049 | $6.50M | 1.88% | +101+1.7% | Added |
| K.J. Harrison & Partners Inc | 6,042 | $6.49M | 0.86% | −3,650−37.7% | Reduced |
| Advisory Alpha, LLC | 6,040 | $6.49M | 0.18% | +790+15.0% | Added |
| Symphony Financial, Ltd. Co. | 6,003 | $6.48M | 0.87% | −199−3.2% | Reduced |
| Texas Yale Capital Corp. | 6,020 | $6.47M | 0.20% | +60+1.0% | Added |
| Zions Bancorporation, National Association | 6,018 | $6.47M | 0.30% | +557+10.2% | Added |
| Sitrin Capital Management LLC | 6,016 | $6.47M | 3.07% | −4−0.1% | Reduced |
| Richard Bernstein Advisors LLC | 5,978 | $6.42M | 0.19% | −670−10.1% | Reduced |
| Bey-Douglas LLC | 5,975 | $6.42M | 5.14% | +1,125+23.2% | Added |