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 |
|---|---|---|---|---|---|
| CVFG LLC | 3,829 | $4.11M | 2.82% | −636−14.2% | Reduced |
| Kercheville Advisors, LLC | 3,776 | $4.11M | 1.08% | +1,872+98.3% | Added |
| Asset One Wealth Management LLC | 3,932 | $4.11M | 0.56% | +3,932 | New |
| Fulcrum Capital LLC | 3,818 | $4.10M | 0.82% | +3,818 | New |
| Point Break Capital Management, LLC | 3,812 | $4.10M | 3.63% | +3,812 | New |
| Baader Bank INC | 3,879 | $4.09M | 0.34% | −428−9.9% | Reduced |
| Estabrook Capital Management | 3,802 | $4.09M | 0.60% | −260−6.4% | Reduced |
| Paradigm Financial Partners, LLC | 3,797 | $4.08M | 0.41% | +52+1.4% | Added |
| Laurel Oak Wealth Management, LLC | 3,792 | $4.08M | 0.69% | +3,792 | New |
| Mach-1 Financial Group, Inc. | 3,792 | $4.08M | 0.84% | +2,394+171.2% | Added |
| Evermay Wealth Management LLC | 3,789 | $4.07M | 0.46% | +74+2.0% | Added |
| Stratos Wealth Advisors, LLC | 3,787 | $4.07M | 0.20% | +40+1.1% | Added |
| Marshall Investment Management, LLC | 3,783 | $4.07M | 2.04% | +407+12.1% | Added |
| NFP Retirement, Inc. | 3,781 | $4.06M | 0.25% | −5−0.1% | Reduced |
| J. Stern & Co. LLP | 4,047,245 | $4.05M | 0.34% | +4,038,502+46,191.3% | Added |
| Slow Capital, Inc. | 3,766 | $4.05M | 0.48% | +231+6.5% | Added |
| Mayflower Financial Advisors, LLC | 3,765 | $4.05M | 0.49% | −10.0% | Reduced |
| Spears Abacus Advisors LLC | 3,760 | $4.04M | 0.08% | −38−1.0% | Reduced |
| CMG Global Holdings, LLC | 3,631 | $4.02M | 1.78% | −2−0.1% | Reduced |
| First Heartland Consultants, Inc. | 3,731 | $4.01M | 0.30% | +27+0.7% | Added |
| Hanson & Doremus Investment Management | 3,725 | $4.00M | 0.48% | −109−2.8% | Reduced |
| Wallington Asset Management, LLC | 3,724 | $4.00M | 0.51% | −130−3.4% | Reduced |
| Kane Investment Management, Inc. | 3,719 | $4.00M | 1.94% | −28−0.7% | Reduced |
| Meadow Creek Wealth Advisors LLC | 3,715 | $3.99M | 2.55% | +51+1.4% | Added |
| Wealth Dimensions Group, Ltd. | 3,705 | $3.98M | 0.79% | −126−3.3% | Reduced |
| Carr Financial Group Corp | 3,705 | $3.98M | 1.06% | −294−7.4% | Reduced |
| Brookwood Investment Group LLC | 3,698 | $3.97M | 0.48% | +883+31.4% | Added |
| Wealth Management Associates, Inc. | 3,693 | $3.97M | 1.38% | +5+0.1% | Added |
| Glen Eagle Advisors, LLC | 3,691 | $3.97M | 0.54% | +56+1.5% | Added |
| Tritonpoint Wealth, LLC | 3,685 | $3.96M | 0.40% | −334−8.3% | Reduced |
| Fortress Private Ledger, LLC | 3,676 | $3.95M | 1.30% | +651+21.5% | Added |
| BIP Wealth, LLC | 3,673 | $3.95M | 0.14% | +2,268+161.4% | Added |
| InTrack Investment Management Inc | 3,672 | $3.95M | 2.21% | +292+8.6% | Added |
| Millennium Capital Advisors, LLC | 3,666 | $3.94M | 2.32% | −12−0.3% | Reduced |
| Congress Park Capital LLC | 3,658 | $3.93M | 1.17% | −55−1.5% | Reduced |
| IFG Advisory, LLC | 3,651 | $3.92M | 0.17% | +306+9.1% | Added |
| Concord Wealth Partners | 3,645 | $3.92M | 0.51% | +118+3.3% | Added |
| BCS Wealth Management | 3,640 | $3.91M | 0.40% | −655−15.3% | Reduced |
| Kathmere Capital Management, LLC | 3,639 | $3.91M | 0.26% | −33−0.9% | Reduced |
| Atlas Capital Advisors LLC | 3,628 | $3.90M | 0.43% | +3,628 | New |
| BSW Wealth Partners | 3,621 | $3.89M | 0.47% | +20+0.6% | Added |
| Westbourne Investments, Inc. | 3,602 | $3.87M | 1.80% | −72−2.0% | Reduced |
| Hudson Canyon Capital Management | 3,600 | $3.87M | 2.26% | −123−3.3% | Reduced |
| 3Chopt Investment Partners, LLC | 3,598 | $3.87M | 0.87% | −1,349−27.3% | Reduced |
| Nations Financial Group Inc, | 3,594 | $3.86M | 0.20% | −190−5.0% | Reduced |
| McAdam, LLC | 3,590 | $3.86M | 0.18% | +69+2.0% | Added |
| Quotient Wealth Partners, LLC | 3,582 | $3.85M | 0.10% | −101−2.7% | Reduced |
| Westwood Holdings Group Inc. | 3,582 | $3.85M | 0.03% | −39−1.1% | Reduced |
| Keystone Financial Group | 3,573 | $3.84M | 0.28% | −169−4.5% | Reduced |
| Guardian Partners Inc. | 3,830 | $3.83M | 0.31% | −170−4.3% | Reduced |
| Etesian Wealth Advisors, Inc. | 3,559 | $3.82M | 1.20% | −38−1.1% | Reduced |
| Optimist Retirement Group LLC | 3,553 | $3.82M | 1.75% | −82−2.3% | Reduced |
| Kavar Capital Partners Group, LLC | 3,551 | $3.82M | 0.53% | +11+0.3% | Added |
| Integrated Investment Consultants, LLC | 3,541 | $3.81M | 0.75% | +1,391+64.7% | Added |
| Baker Ellis Asset Management LLC | 3,536 | $3.80M | 0.46% | +75+2.2% | Added |
| Golden State Equity Partners | 3,535 | $3.80M | 0.61% | +440+14.2% | Added |
| RF&L Wealth Management, LLC | 3,530 | $3.79M | 2.13% | −149−4.1% | Reduced |
| Marion Wealth Management | 3,561 | $3.79M | 0.84% | +64+1.8% | Added |
| McMillan Office, Inc. | 3,521 | $3.78M | 0.46% | +3,521 | New |
| Aegis Wealth Management, Inc. | 3,516 | $3.78M | 2.97% | +3,516 | New |
| Blue Capital, Inc. | 3,509 | $3.77M | 2.69% | +4+0.1% | Added |
| Rockingstone Advisors LLC | 3,502 | $3.76M | 1.71% | +452+14.8% | Added |
| Searle & Co. | 3,500 | $3.76M | 0.97% | 00.0% | Unchanged |
| Chapman Investment Management, LLC | 3,491 | $3.75M | 2.74% | +5+0.1% | Added |
| Csenge Advisory Group | 3,491 | $3.75M | 0.17% | −419−10.7% | Reduced |
| Taylor Financial Group, Inc. | 3,485 | $3.75M | 2.20% | −73−2.1% | Reduced |
| Osborne Partners Capital Management, LLC | 3,479 | $3.74M | 0.19% | +5+0.1% | Added |
| Clifford Swan Investment Counsel LLC | 3,476 | $3.74M | 0.12% | −84−2.4% | Reduced |
| KPP Advisory Services LLC | 3,472 | $3.73M | 0.54% | −412−10.6% | Reduced |
| LBMC Investment Advisors, LLC | 3,470 | $3.73M | 0.23% | 00.0% | Unchanged |
| Aureus Asset Management, LLC | 3,466 | $3.72M | 0.24% | −94−2.6% | Reduced |
| Notis-McConarty Edward | 3,464 | $3.72M | 1.73% | +1,041+43.0% | Added |
| Jump Financial, LLC | 3,457 | $3.72M | 0.05% | −4,986−59.1% | Reduced |
| LVW Advisors, LLC | 3,455 | $3.71M | 0.38% | +167+5.1% | Added |
| Garden State Investment Advisory Services LLC | 3,440 | $3.71M | 0.88% | +251+7.9% | Added |
| RiverPark Advisors, LLC | 3,433 | $3.69M | 1.06% | −863−20.1% | Reduced |
| Fortis Group Advisors, LLC | 3,545 | $3.68M | 0.62% | +414+13.2% | Added |
| Camarda Financial Advisors, LLC | 3,425 | $3.68M | 1.40% | +3,425 | New |
| DeDora Capital, Inc. | 3,410 | $3.66M | 0.87% | +301+9.7% | Added |
| Thomasville National Bank | 3,406 | $3.66M | 0.23% | +46+1.4% | Added |
| DGS Capital Management, LLC | 3,405 | $3.66M | 0.63% | +158+4.9% | Added |
| Legato Capital Management LLC | 3,404 | $3.66M | 0.31% | +2,516+283.3% | Added |
| Guardian Asset Advisors, LLC | 3,398 | $3.65M | 1.90% | −39−1.1% | Reduced |
| Curbstone Financial Management Corp | 3,392 | $3.65M | 0.70% | −312−8.4% | Reduced |
| Empirical Asset Management, LLC | 3,389 | $3.64M | 1.03% | −83−2.4% | Reduced |
| Regal Investment Advisors LLC | 3,386 | $3.64M | 0.22% | +636+23.1% | Added |
| Baltimore-Washington Financial Advisors, Inc. | 3,378 | $3.63M | 0.15% | +7+0.2% | Added |
| Ironwood Investment Counsel, LLC | 3,371 | $3.62M | 0.51% | −86−2.5% | Reduced |
| Modus Advisors, LLC | 3,371 | $3.62M | 0.96% | +1,419+72.7% | Added |
| Sompo Asset Management Co., Ltd. | 3,370 | $3.62M | 0.62% | −150−4.3% | Reduced |
| Altman Advisors, Inc. | 3,367 | $3.62M | 1.36% | −5−0.1% | Reduced |
| True North Advisors, LLC | 3,364 | $3.62M | 0.47% | −96−2.8% | Reduced |
| Stone Point Wealth LLC | 3,363 | $3.61M | 0.98% | +40+1.2% | Added |
| Consilium Wealth Advisory, LLC | 3,360 | $3.61M | 1.33% | −35−1.0% | Reduced |
| MJP Associates Inc | 3,350 | $3.60M | 0.45% | +260+8.4% | Added |
| Providence Financial Advisors, LLC | 3,348 | $3.60M | 3.59% | −4−0.1% | Reduced |
| Hurlow Wealth Management Group, Inc. | 3,346 | $3.60M | 0.88% | −8−0.2% | Reduced |
| VUB Generali dochodkova spravcovska spolocnost, a.s. | 3,346 | $3.60M | 2.75% | +3,346 | New |
| 71 West Capital Partners | 3,346 | $3.60M | 0.17% | +3,346 | New |
| SmartHarvest Portfolios, LLC | 3,345 | $3.60M | 1.25% | +3,345 | New |