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 |
|---|---|---|---|---|---|
| American Money Management, LLC | 5,072 | $5.45M | 0.86% | +95+1.9% | Added |
| Davidson Capital Management Inc. | 5,063 | $5.44M | 1.18% | −112−2.2% | Reduced |
| Paragon Advisors, LLC | 5,042 | $5.42M | 1.47% | +335+7.1% | Added |
| Hamilton Point Investment Advisors, LLC | 5,032 | $5.41M | 0.82% | +17+0.3% | Added |
| Valley National Advisers Inc | 5,023 | $5.40M | 0.75% | +139+2.8% | Added |
| Guardian Wealth Advisors, LLC | 5,018 | $5.39M | 0.34% | +121+2.5% | Added |
| Cox Capital Mgt LLC | 5,005 | $5.39M | 3.35% | +22+0.4% | Added |
| Sentry LLC | 5,012 | $5.39M | 1.47% | 00.0% | Unchanged |
| Krilogy Financial LLC | 5,065 | $5.38M | 0.18% | +789+18.5% | Added |
| Trilogy Capital Inc. | 5,002 | $5.38M | 0.24% | +316+6.7% | Added |
| Aviso Wealth Management | 4,964 | $5.34M | 2.24% | +259+5.5% | Added |
| Joseph Group Capital Management | 4,954 | $5.32M | 1.40% | −721−12.7% | Reduced |
| Arrow Financial Corp | 4,943 | $5.31M | 0.53% | −291−5.6% | Reduced |
| Visionary Wealth Advisors | 4,943 | $5.31M | 0.24% | −110−2.2% | Reduced |
| Mechanics Bank Trust Department | 4,935 | $5.30M | 0.69% | −274−5.3% | Reduced |
| Ledyard National Bank | 4,931 | $5.30M | 0.46% | +136+2.8% | Added |
| BCGM Wealth Management, LLC | 4,930 | $5.30M | 1.35% | +3+0.1% | Added |
| Carl P. Sherr & Co., LLC | 5,083 | $5.27M | 2.35% | −100−1.9% | Reduced |
| Carret Asset Management, LLC | 4,903 | $5.27M | 0.50% | −140−2.8% | Reduced |
| IFC Advisors LLC | 4,897 | $5.26M | 0.77% | +206+4.4% | Added |
| Little House Capital LLC | 4,893 | $5.26M | 1.32% | +151+3.2% | Added |
| CFS Investment Advisory Services, LLC | 4,872 | $5.24M | 0.38% | +479+10.9% | Added |
| Prestige Wealth Management Group LLC | 4,866 | $5.23M | 1.00% | +2,798+135.3% | Added |
| Rehmann Capital Advisory Group | 4,859 | $5.23M | 0.27% | +126+2.7% | Added |
| Baxter Bros Inc | 4,856 | $5.22M | 0.60% | −320−6.2% | Reduced |
| Schulhoff & Co Inc | 4,850 | $5.21M | 2.19% | +8+0.2% | Added |
| Koshinski Asset Management, Inc. | 4,842 | $5.20M | 0.34% | +57+1.2% | Added |
| Folger Nolan Fleming Douglas Capital Management, Inc | 4,838 | $5.20M | 0.53% | −15−0.3% | Reduced |
| Heartland Bank & Trust Co | 4,837 | $5.20M | 2.20% | −67−1.4% | Reduced |
| Marathon Wealth Advisors LLC | 4,835 | $5.20M | 2.06% | +4,835 | New |
| Umpqua Bank | 4,834 | $5.20M | 1.44% | −379−7.3% | Reduced |
| Nikulski Financial, Inc. | 4,829 | $5.19M | 1.24% | +1,365+39.4% | Added |
| Northcape Wealth Management, LLC | 4,828 | $5.19M | 1.47% | −2,954−38.0% | Reduced |
| Connable Office Inc | 4,794 | $5.15M | 0.47% | −9−0.2% | Reduced |
| Flagship Harbor Advisors, LLC | 4,782 | $5.14M | 0.24% | −1,552−24.5% | Reduced |
| Stamos Capital Partners, L.P. | 4,778 | $5.13M | 0.83% | −1,424−23.0% | Reduced |
| Vista Investment Partners LLC | 4,776 | $5.13M | 1.35% | −10−0.2% | Reduced |
| IAM Advisory, LLC | 4,764 | $5.12M | 1.14% | −200−4.0% | Reduced |
| StemPoint Capital LP | 4,759 | $5.11M | 0.88% | +4,759 | New |
| Pines Wealth Management, LLC | 4,753 | $5.11M | 1.65% | +102+2.2% | Added |
| Mezzasalma Advisors, LLC | 4,727 | $5.11M | 1.23% | −638−11.9% | Reduced |
| Signet Investment Advisory Group, Inc. | 4,743 | $5.10M | 2.37% | +304+6.8% | Added |
| Hutchens & Kramer Investment Management Group, LLC | 4,722 | $5.07M | 1.75% | −3,715−44.0% | Reduced |
| Eventide Asset Management, LLC | 4,696 | $5.06M | 0.08% | −244−4.9% | Reduced |
| Alcosta Capital Management, Inc. | 4,703 | $5.05M | 3.18% | +4,703 | New |
| Beaumont Financial Advisors, LLC | 4,701 | $5.05M | 0.33% | −90−1.9% | Reduced |
| Finivi Inc. | 4,696 | $5.05M | 2.92% | −224−4.6% | Reduced |
| Royal Fund Management, LLC | 4,685 | $5.03M | 0.46% | +197+4.4% | Added |
| Northstar Advisory Group, LLC | 4,678 | $5.03M | 1.79% | +2,565+121.4% | Added |
| Comprehensive Financial Consultants Institutional, Inc. | 4,674 | $5.02M | 1.52% | −50−1.1% | Reduced |
| Means Investment Co., Inc. | 4,666 | $5.01M | 0.42% | −564−10.8% | Reduced |
| Courier Capital LLC | 4,657 | $5.00M | 0.28% | −54−1.1% | Reduced |
| Harold Davidson & Associates Inc. | 4,657 | $5.00M | 2.21% | +58+1.3% | Added |
| Cladis Investment Advisory, LLC | 4,652 | $5.00M | 2.74% | −7−0.2% | Reduced |
| Affinity Capital Advisors, LLC | 4,650 | $5.00M | 0.69% | +10.0% | Added |
| Nelson Capital Management, LLC | 4,650 | $5.00M | 0.58% | −47−1.0% | Reduced |
| Silver Oak Securities, Inc | 4,628 | $5.00M | 0.34% | +279+6.4% | Added |
| Personal Cfo Solutions, LLC | 4,635 | $4.98M | 0.79% | +282+6.5% | Added |
| Brown Shipley& Co Ltd | 4,621 | $4.97M | 2.66% | −153−3.2% | Reduced |
| MONECO Advisors, LLC | 4,617 | $4.96M | 0.39% | +432+10.3% | Added |
| Wealthedge Investment Advisors, LLC | 4,613 | $4.96M | 1.83% | +2,838+159.9% | Added |
| Lighthouse Financial LLC | 4,611 | $4.96M | 3.24% | +85+1.9% | Added |
| RB Capital Management, LLC | 4,605 | $4.95M | 1.00% | +8+0.2% | Added |
| Peterson Wealth Services | 4,604 | $4.95M | 1.27% | −2,630−36.4% | Reduced |
| Prelude Capital Management, LLC | 4,600 | $4.94M | 0.36% | +1,270+38.1% | Added |
| Genus Capital Management Inc. | 4,600 | $4.94M | 0.58% | +4,600 | New |
| AA Financial Advisors, LLC | 4,547 | $4.89M | 0.90% | +495+12.2% | Added |
| Clear Creek Financial Management, LLC | 4,545 | $4.88M | 0.40% | +78+1.7% | Added |
| Banco de Sabadell, S.A | 4,545 | $4.88M | 3.18% | −98−2.1% | Reduced |
| Doheny Asset Management | 4,534 | $4.87M | 2.98% | −7−0.2% | Reduced |
| United Asset Strategies, Inc. | 4,533 | $4.87M | 0.38% | −37−0.8% | Reduced |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 4,526 | $4.86M | 0.29% | −898−16.6% | Reduced |
| First Financial Corp | 4,525 | $4.86M | 1.84% | −107−2.3% | Reduced |
| Family Capital Trust Co | 4,525 | $4.86M | 1.59% | +27+0.6% | Added |
| Tounjian Advisory Partners, LLC | 4,520 | $4.86M | 1.65% | +36+0.8% | Added |
| Fragasso Group Inc. | 4,518 | $4.86M | 0.29% | −152−3.3% | Reduced |
| River Street Advisors LLC | 4,518 | $4.86M | 1.82% | +8+0.2% | Added |
| Parsonex Advisory Services, Inc. | 4,516 | $4.85M | 3.09% | +342+8.2% | Added |
| Cooper Financial Group | 4,502 | $4.84M | 0.51% | −286−6.0% | Reduced |
| WSFS Capital Management, LLC | 4,483 | $4.82M | 0.23% | −526−10.5% | Reduced |
| Pure Financial Advisors, Inc. | 4,469 | $4.80M | 0.07% | +149+3.4% | Added |
| DF Dent & Co Inc | 4,467 | $4.80M | 0.07% | +7+0.2% | Added |
| Brick & Kyle, Associates | 4,463 | $4.80M | 1.70% | −25−0.6% | Reduced |
| Farmers National Bank | 4,456 | $4.79M | 1.07% | +345+8.4% | Added |
| Convergence Financial, LLC | 4,456 | $4.79M | 0.70% | +58+1.3% | Added |
| Bernicke Wealth Management, Ltd. | 4,444 | $4.78M | 0.61% | +4,444 | New |
| Argent Advisors, Inc. | 4,441 | $4.77M | 1.33% | +187+4.4% | Added |
| West Family Investments, Inc. | 4,439 | $4.77M | 1.12% | +18+0.4% | Added |
| Semus Wealth Partners LLC | 4,426 | $4.76M | 2.56% | +32+0.7% | Added |
| JT Stratford LLC | 4,422 | $4.75M | 0.61% | +210+5.0% | Added |
| Prosperitas Financial LLC | 4,418 | $4.75M | 1.85% | +153+3.6% | Added |
| Invesco, LLC | 4,412 | $4.74M | 1.59% | −321−6.8% | Reduced |
| GeoWealth Management, LLC | 4,403 | $4.73M | 0.17% | +95+2.2% | Added |
| SlateStone Wealth, LLC | 4,403 | $4.73M | 0.40% | +6+0.1% | Added |
| Burns J W & Co Inc | 4,401 | $4.73M | 0.52% | +11+0.3% | Added |
| McLaughlin Asset Management, Inc. | 4,391 | $4.72M | 4.22% | +4,391 | New |
| Pinnacle West Asset Management, Inc. | 4,381 | $4.71M | 3.06% | −40−0.9% | Reduced |
| Cordatus Wealth Management LLC | 4,371 | $4.70M | 1.09% | −20−0.5% | Reduced |
| Triangle Securities Wealth Management | 4,356 | $4.68M | 0.99% | −198−4.3% | Reduced |
| Freedom Day Solutions, LLC | 4,355 | $4.68M | 1.27% | +444+11.4% | Added |