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 |
|---|---|---|---|---|---|
| Triasima Portfolio Management inc. | 5,970 | $6.42M | 0.96% | +5,970 | New |
| WealthPlan Investment Management, LLC | 5,955 | $6.40M | 0.41% | +3,905+190.5% | Added |
| Vision Capital Management, Inc. | 5,924 | $6.37M | 0.77% | −100−1.7% | Reduced |
| InvesTrust | 5,913 | $6.35M | 2.46% | −601−9.2% | Reduced |
| Romano Brothers and Company | 5,912 | $6.35M | 0.72% | −158−2.6% | Reduced |
| Beaton Management Co. Inc. | 5,911 | $6.35M | 2.80% | −20−0.3% | Reduced |
| Tufton Capital Management | 5,889 | $6.33M | 1.11% | +157+2.7% | Added |
| PFC Capital Group, Inc. | 5,888 | $6.33M | 2.61% | +36+0.6% | Added |
| Capital Asset Advisory Services LLC | 5,926 | $6.31M | 0.25% | −504−7.8% | Reduced |
| Hillsdale Investment Management Inc. | 5,854 | $6.29M | 0.17% | +2,107+56.2% | Added |
| Crews Bank & Trust | 5,851 | $6.29M | 0.90% | −122−2.0% | Reduced |
| Wellington Shields Capital Management, LLC | 5,841 | $6.28M | 0.92% | −30−0.5% | Reduced |
| Tobam | 5,788 | $6.22M | 1.53% | +2,755+90.8% | Added |
| Stenger Family Office, LLC | 5,780 | $6.21M | 1.28% | +2,144+59.0% | Added |
| Allen Mooney & Barnes Investment Advisors LLC | 5,755 | $6.18M | 0.93% | +633+12.4% | Added |
| Arista Wealth Management, LLC | 5,754 | $6.18M | 0.76% | −293−4.8% | Reduced |
| First Dallas Securities Inc. | 5,753 | $6.18M | 2.30% | −190−3.2% | Reduced |
| Investment Partners, Ltd. | 5,737 | $6.17M | 2.16% | −406−6.6% | Reduced |
| Institute for Wealth Management, LLC. | 5,737 | $6.16M | 0.65% | −47−0.8% | Reduced |
| Kidder Stephen W | 5,729 | $6.16M | 1.74% | +1,641+40.1% | Added |
| First Business Financial Services, Inc. | 5,719 | $6.15M | 0.56% | +118+2.1% | Added |
| Accent Capital Management, LLC | 5,718 | $6.15M | 2.64% | −96−1.7% | Reduced |
| Smith, Moore & Co. | 5,716 | $6.14M | 0.46% | −449−7.3% | Reduced |
| Resonant Capital Advisors, LLC | 5,713 | $6.14M | 0.34% | +161+2.9% | Added |
| Pacific Wealth Strategies Group, Inc. | 5,686 | $6.11M | 3.46% | +53+0.9% | Added |
| Argentarii, LLC | 5,658 | $6.08M | 2.05% | +842+17.5% | Added |
| Iowa State Bank | 5,656 | $6.08M | 1.14% | +70+1.3% | Added |
| Stokes Family Office, LLC | 5,653 | $6.08M | 0.56% | +1,424+33.7% | Added |
| ICW Investment Advisors LLC | 5,652 | $6.07M | 2.21% | +41+0.7% | Added |
| Waddell & Associates, LLC | 5,646 | $6.07M | 0.41% | −234−4.0% | Reduced |
| Highview Capital Management LLC | 5,645 | $6.07M | 2.14% | −122−2.1% | Reduced |
| Concord Investment Counsel Inc. | 5,644 | $6.07M | 1.97% | −112−1.9% | Reduced |
| Patron Partners Advisors, LLC | 5,642 | $6.06M | 2.70% | +484+9.4% | Added |
| Avidian Wealth Solutions, LLC | 5,639 | $6.06M | 0.22% | +354+6.7% | Added |
| Cadinha & Co LLC | 5,632 | $6.05M | 0.93% | −60−1.1% | Reduced |
| Azzad Asset Management Inc | 5,624 | $6.04M | 0.59% | −119−2.1% | Reduced |
| Global Wealth Management Investment Advisory, Inc. | 5,617 | $6.04M | 0.97% | −424−7.0% | Reduced |
| Diversified Enterprises, LLC | 5,612 | $6.03M | 0.36% | +997+21.6% | Added |
| RMR Wealth Builders | 5,604 | $6.02M | 0.48% | +302+5.7% | Added |
| Gibbs Wealth Management | 5,658 | $6.02M | 1.46% | −619−9.9% | Reduced |
| Valmark Advisers, Inc. | 5,595 | $6.01M | 0.07% | −192−3.3% | Reduced |
| TCTC Holdings, LLC | 5,589 | $6.01M | 0.18% | +790+16.5% | Added |
| WealthBridge Capital Management, LLC | 5,580 | $6.00M | 1.37% | −95−1.7% | Reduced |
| Brentview Investment Management LLC | 5,572 | $5.99M | 2.71% | +27+0.5% | Added |
| TD Private Client Wealth LLC | 5,567 | $5.98M | 0.13% | −331−5.6% | Reduced |
| Alps Advisors Inc | 5,567 | $5.98M | 0.03% | +320+6.1% | Added |
| Forum Private Client Group LLC | 5,565 | $5.98M | 2.04% | −20.0% | Reduced |
| Capital Square, LLC | 5,552 | $5.97M | 3.04% | −68−1.2% | Reduced |
| Cassaday & Co Wealth Management LLC | 5,550 | $5.96M | 0.13% | −352−6.0% | Reduced |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 5,548 | $5.96M | 0.71% | −322−5.5% | Reduced |
| Quent Capital, LLC | 5,542 | $5.96M | 0.43% | +144+2.7% | Added |
| Beese Fulmer Investment Management, Inc. | 5,525 | $5.94M | 0.39% | +661+13.6% | Added |
| PSI Advisors, LLC | 5,524 | $5.94M | 1.49% | +214+4.0% | Added |
| Pinnacle Bancorp, Inc. | 5,518 | $5.93M | 1.74% | −9−0.2% | Reduced |
| Hilltop Partners LLC | 5,507 | $5.92M | 1.53% | +1,559+39.5% | Added |
| NovaPoint Capital, LLC | 5,507 | $5.92M | 1.52% | +318+6.1% | Added |
| Dempze Nancy E | 5,491 | $5.90M | 3.07% | +1,487+37.1% | Added |
| NBC Securities, Inc. | 5,477 | $5.89M | 0.44% | −63−1.1% | Reduced |
| Evolve Private Wealth, LLC | 5,464 | $5.87M | 0.35% | +5,464 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 5,455 | $5.86M | 0.18% | −733−11.8% | Reduced |
| Maia Wealth LLC | 5,644 | $5.86M | 1.00% | +224+4.1% | Added |
| FourThought Financial Partners, LLC | 5,452 | $5.86M | 0.49% | +19+0.3% | Added |
| Sound Income Strategies, LLC | 5,634 | $5.85M | 0.28% | +141+2.6% | Added |
| Wealthquest Corp | 5,441 | $5.85M | 0.44% | +5,441 | New |
| Natural Investments, LLC | 5,414 | $5.82M | 1.45% | +39+0.7% | Added |
| Catalyst Financial Partners LLC | 5,401 | $5.80M | 0.65% | +235+4.5% | Added |
| Private Wealth Partners, LLC | 5,399 | $5.80M | 0.41% | +612+12.8% | Added |
| EPG Wealth Management LLC | 5,399 | $5.80M | 1.56% | −24−0.4% | Reduced |
| Two Sigma Advisers, LP | 5,380 | $5.78M | 0.01% | −207,620−97.5% | Reduced |
| Cornerstone Wealth Management, LLC | 5,338 | $5.74M | 0.30% | −10−0.2% | Reduced |
| TFR Capital, LLC. | 5,337 | $5.74M | 1.90% | +332+6.6% | Added |
| Hilltop National Bank | 5,315 | $5.71M | 1.38% | −65−1.2% | Reduced |
| J.Safra Asset Management Corp | 5,310 | $5.71M | 0.30% | +2,599+95.9% | Added |
| TownSquare Capital, LLC | 5,291 | $5.69M | 1.27% | −650−10.9% | Reduced |
| Walsky Investment Management, Inc. | 5,290 | $5.69M | 5.79% | +5,290 | New |
| Accurate Wealth Management, LLC | 5,337 | $5.68M | 0.72% | +157+3.0% | Added |
| Ironwood Financial, llc | 5,222 | $5.64M | 0.96% | −26−0.5% | Reduced |
| Torrey Growth & Income Advisors | 5,247 | $5.64M | 1.96% | +30+0.6% | Added |
| Caption Management, LLC | 5,240 | $5.63M | 0.25% | +5,240 | New |
| Norway Savings Bank | 5,234 | $5.62M | 2.60% | +534+11.4% | Added |
| Gardner Lewis Asset Management L P | 5,229 | $5.62M | 1.42% | +292+5.9% | Added |
| Wisconsin Capital Management LLC | 5,224 | $5.61M | 2.84% | +147+2.9% | Added |
| GWN Securities Inc. | 5,221 | $5.61M | 1.14% | +368+7.6% | Added |
| Burke & Herbert Bank & Trust Co | 5,208 | $5.60M | 1.55% | −3,149−37.7% | Reduced |
| KRS Capital Management, LLC | 5,207 | $5.60M | 3.22% | −27−0.5% | Reduced |
| Gryphon Financial Partners LLC | 5,203 | $5.59M | 0.60% | +224+4.5% | Added |
| Clarius Group, LLC | 5,202 | $5.59M | 0.32% | −437−7.7% | Reduced |
| Verition Fund Management LLC | 5,193 | $5.58M | 0.03% | −233,084−97.8% | Reduced |
| Evelyn Partners Investment Management LLP | 5,188 | $5.58M | 0.15% | +133+2.6% | Added |
| Kesler, Norman & Wride, LLC | 5,169 | $5.55M | 0.95% | +395+8.3% | Added |
| Hager Investment Management Services, LLC | 5,164 | $5.55M | 3.03% | −330−6.0% | Reduced |
| DRW Securities, LLC | 5,166 | $5.55M | 0.42% | −797−13.4% | Reduced |
| Keudell/Morrison Wealth Management | 5,149 | $5.53M | 1.16% | +5,149 | New |
| Peddock Capital Advisors, LLC | 5,124 | $5.51M | 1.15% | 00.0% | Unchanged |
| Range Financial Group LLC | 5,124 | $5.51M | 1.91% | +329+6.9% | Added |
| Novare Capital Management LLC | 5,116 | $5.50M | 0.41% | +989+24.0% | Added |
| SG Trading Solutions, LLC | 5,110 | $5.49M | 1.27% | +5,110 | New |
| Linden Thomas Advisory Services, LLC | 5,110 | $5.49M | 0.56% | +142+2.9% | Added |
| Stillwater Wealth Management Group | 5,091 | $5.47M | 3.71% | −57−1.1% | Reduced |
| Fort Sheridan Advisors LLC | 5,078 | $5.46M | 0.69% | +33+0.7% | Added |