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 |
|---|---|---|---|---|---|
| Financial Security Advisor, Inc. | 4,339 | $4.66M | 0.90% | +322+8.0% | Added |
| Asset Dedication, LLC | 4,336 | $4.66M | 0.31% | +4+0.1% | Added |
| Steel Peak Wealth Management LLC | 4,333 | $4.66M | 0.15% | −1,857−30.0% | Reduced |
| Wiser Advisor Group LLC | 4,333 | $4.66M | 5.33% | −71−1.6% | Reduced |
| Ellsworth Advisors, LLC | 4,482 | $4.63M | 0.92% | +181+4.2% | Added |
| OneAscent Financial Services LLC | 4,304 | $4.63M | 0.43% | −790−15.5% | Reduced |
| Dearborn Partners LLC | 4,304 | $4.63M | 0.23% | −382−8.2% | Reduced |
| Perfromance Wealth Partners, LLC | 4,302 | $4.62M | 0.13% | +538+14.3% | Added |
| Interchange Capital Partners, LLC | 4,298 | $4.62M | 0.86% | +2,314+116.6% | Added |
| Balentine LLC | 4,299 | $4.62M | 0.18% | +257+6.4% | Added |
| Proactive Wealth Strategies LLC | 4,296 | $4.62M | 1.83% | +351+8.9% | Added |
| Pinnacle Wealth Management Advisory Group, LLC | 4,289 | $4.61M | 0.32% | +561+15.0% | Added |
| Philip James Wealth Mangement, LLC | 4,287 | $4.61M | 0.53% | −199−4.4% | Reduced |
| Towerpoint Wealth, LLC | 4,283 | $4.60M | 1.82% | −9−0.2% | Reduced |
| Alaethes Wealth LLC | 4,281 | $4.60M | 1.30% | −64−1.5% | Reduced |
| Lebenthal Global Advisors, LLC | 4,277 | $4.60M | 0.71% | −2,739−39.0% | Reduced |
| Arjuna Capital | 4,264 | $4.58M | 1.12% | −232−5.2% | Reduced |
| Vectors Research Management, LLC | 4,260 | $4.58M | 1.40% | +10.0% | Added |
| Parthenon LLC | 4,256 | $4.57M | 0.49% | −46−1.1% | Reduced |
| Aspen Grove Capital, LLC | 4,253 | $4.57M | 0.79% | 00.0% | Unchanged |
| Texas Bank & Trust Co | 4,242 | $4.56M | 1.66% | −92−2.1% | Reduced |
| Philadelphia Trust Co | 4,241 | $4.56M | 0.31% | −20−0.5% | Reduced |
| Red Spruce Capital, LLC | 4,239 | $4.56M | 1.82% | −60−1.4% | Reduced |
| Acumen Wealth Advisors, LLC | 4,225 | $4.54M | 1.31% | +4,225 | New |
| Trustmark National Bank Trust Department | 4,224 | $4.54M | 0.29% | +500+13.4% | Added |
| Synergy Financial Management, LLC | 4,202 | $4.52M | 0.47% | −50,043−92.3% | Reduced |
| Blodgett Wealth Advisors, LLC | 4,197 | $4.51M | 3.15% | −255−5.7% | Reduced |
| Jeppson Wealth Management, LLC | 4,183 | $4.50M | 1.42% | −155−3.6% | Reduced |
| Marble Harbor Investment Counsel, LLC | 4,164 | $4.47M | 0.48% | +300+7.8% | Added |
| Waterloo Capital, L.P. | 4,160 | $4.47M | 0.32% | +630+17.8% | Added |
| Boston Research & Management Inc | 4,148 | $4.46M | 1.01% | −40−1.0% | Reduced |
| Financial Enhancement Group LLC | 4,132 | $4.46M | 0.58% | +1,860+81.9% | Added |
| Pennsylvania Capital Management Inc | 4,140 | $4.45M | 1.22% | −50−1.2% | Reduced |
| Evernest Financial Advisors, LLC | 4,259 | $4.45M | 0.93% | −421−9.0% | Reduced |
| KG&L Capital Management,LLC | 4,138 | $4.45M | 1.15% | −188−4.3% | Reduced |
| Community Bank, N.A. | 4,130 | $4.44M | 0.52% | −164−3.8% | Reduced |
| Eagle Wealth Strategies LLC | 4,127 | $4.44M | 2.07% | +13+0.3% | Added |
| Ssa Swiss Advisors AG | 4,100 | $4.42M | 2.06% | 00.0% | Unchanged |
| Elm3 Financial Group, LLC | 4,109 | $4.42M | 3.66% | −789−16.1% | Reduced |
| Horizon Kinetics Asset Management LLC | 4,106 | $4.41M | 0.06% | −141−3.3% | Reduced |
| Physicians Financial Services, Inc. | 4,098 | $4.40M | 1.18% | +102+2.6% | Added |
| Eagle Strategies LLC | 4,095 | $4.40M | 0.56% | +153+3.9% | Added |
| Childress Capital Advisors, LLC | 4,087 | $4.39M | 0.71% | +819+25.1% | Added |
| Keel Point, LLC | 4,085 | $4.39M | 0.26% | +476+13.2% | Added |
| Aries Wealth Management | 4,080 | $4.38M | 0.97% | −271−6.2% | Reduced |
| Integral Investment Advisors, Inc. | 4,075 | $4.38M | 1.09% | +144+3.7% | Added |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 4,074 | $4.38M | 1.10% | +5+0.1% | Added |
| Argus Investors' Counsel, Inc. | 4,071 | $4.38M | 3.49% | +65+1.6% | Added |
| Great Diamond Partners, LLC | 4,071 | $4.38M | 0.84% | −107−2.6% | Reduced |
| Oakworth Capital, Inc. | 4,057 | $4.36M | 0.24% | +30+0.7% | Added |
| Intesa Sanpaolo Wealth Management | 4,050 | $4.35M | 0.90% | +4,050 | New |
| Hilton Head Capital Partners, LLC | 4,045 | $4.35M | 2.54% | +4,045 | New |
| Opinicus Capital, Inc. | 4,031 | $4.33M | 3.02% | −303−7.0% | Reduced |
| BLKBRD Asset Management, LP | 4,031 | $4.33M | 5.82% | +2,264+128.1% | Added |
| Draper Asset Management, LLC | 4,028 | $4.33M | 2.28% | +188+4.9% | Added |
| Crystal Rock Capital Management | 4,025 | $4.33M | 2.29% | 00.0% | Unchanged |
| PFG Advisors | 4,007 | $4.31M | 0.21% | −3,261−44.9% | Reduced |
| CoreCap Advisors, LLC | 4,004 | $4.30M | 0.15% | +191+5.0% | Added |
| Annex Advisory Services, LLC | 4,004 | $4.30M | 0.08% | +57+1.4% | Added |
| Ally Financial Inc. | 4,000 | $4.30M | 0.52% | −15,000−78.9% | Reduced |
| Waycross Partners, LLC | 4,000 | $4.30M | 0.35% | 00.0% | Unchanged |
| Ballast, Inc. | 3,998 | $4.30M | 1.01% | −363−8.3% | Reduced |
| CRA Financial Services, LLC | 3,996 | $4.29M | 0.56% | +14+0.4% | Added |
| Marietta Investment Partners LLC | 3,993 | $4.29M | 0.85% | −709−15.1% | Reduced |
| Advyzon Investment Management, LLC | 3,989 | $4.29M | 0.50% | +2,427+155.4% | Added |
| Accredited Investors Inc. | 3,986 | $4.28M | 0.23% | +176+4.6% | Added |
| Frec Markets, Inc. | 3,972 | $4.27M | 1.25% | +3,972 | New |
| Connecticut Wealth Management, LLC | 3,963 | $4.26M | 0.19% | +263+7.1% | Added |
| JCIC Asset Management Inc. | 3,962 | $4.26M | 1.30% | −73−1.8% | Reduced |
| Capital Planning Advisors, LLC | 3,959 | $4.25M | 0.57% | +215+5.7% | Added |
| Strategies Wealth Advisors, LLC | 3,958 | $4.25M | 0.43% | −317−7.4% | Reduced |
| Bridgewater Advisors Inc. | 3,941 | $4.25M | 0.28% | −14−0.4% | Reduced |
| Brown Miller Wealth Management, LLC | 3,954 | $4.25M | 1.17% | 00.0% | Unchanged |
| Ted Buchan & Co | 3,952 | $4.25M | 1.56% | +30+0.8% | Added |
| 1 North Wealth Services LLC | 3,951 | $4.25M | 1.49% | +2+0.1% | Added |
| HT Partners LLC | 3,942 | $4.24M | 1.26% | +38+1.0% | Added |
| David Loasby | 3,917 | $4.23M | 0.29% | +459+13.3% | Added |
| Biltmore Family Office, LLC | 3,935 | $4.23M | 0.58% | +673+20.6% | Added |
| Cornerstone Planning, LLC | 3,953 | $4.23M | 0.98% | +3,953 | New |
| Juno Financial Group LLC | 3,926 | $4.22M | 1.69% | +3,926 | New |
| Pitcairn Wealth Advisors LLC | 3,917 | $4.21M | 0.38% | +3,917 | New |
| Adirondack Trust Co | 3,915 | $4.21M | 1.38% | −149−3.7% | Reduced |
| Machina Capital S.A.S. | 3,898 | $4.19M | 0.80% | +2,730+233.7% | Added |
| Bourne Lent Asset Management Inc | 3,897 | $4.19M | 1.39% | −25−0.6% | Reduced |
| Edgestream Partners, L.P. | 3,896 | $4.19M | 0.12% | −2,283−36.9% | Reduced |
| Berkshire Asset Management LLC | 3,895 | $4.19M | 0.18% | −916−19.0% | Reduced |
| Optas, LLC | 3,888 | $4.18M | 0.65% | −3,392−46.6% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 3,877 | $4.17M | 0.43% | −15−0.4% | Reduced |
| Royal Capital Wealth Management, LLC | 3,869 | $4.16M | 2.45% | −10−0.3% | Reduced |
| Legacy Bridge, LLC | 3,862 | $4.15M | 1.68% | +172+4.7% | Added |
| Aventura Private Wealth, LLC | 3,861 | $4.15M | 1.49% | −90−2.3% | Reduced |
| Glass Wealth Management Co LLC | 3,860 | $4.15M | 1.70% | +464+13.7% | Added |
| Bank of Jackson Hole Trust | 3,854 | $4.14M | 1.97% | +145+3.9% | Added |
| Hallmark Capital Management Inc | 3,846 | $4.13M | 0.26% | +185+5.1% | Added |
| Souders Financial Advisors | 3,845 | $4.13M | 0.47% | +325+9.2% | Added |
| Manchester Capital Management LLC | 3,840 | $4.13M | 0.56% | +274+7.7% | Added |
| Elm Partners Management LLC | 3,837 | $4.12M | 0.19% | −64−1.6% | Reduced |
| Verum Partners LLC | 3,837 | $4.12M | 0.83% | −345−8.2% | Reduced |
| Xxi Wealth, LLC | 3,832 | $4.12M | 2.50% | +3,832 | New |
| Miller Capital Partners, Inc. | 3,831 | $4.12M | 2.10% | +3,831 | New |