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 |
|---|---|---|---|---|---|
| Certified Advisory Corp | 3,339 | $3.59M | 0.33% | +10.0% | Added |
| Tred Avon Family Wealth, LLC | 3,337 | $3.59M | 1.17% | −26−0.8% | Reduced |
| BFSG, LLC | 3,337 | $3.59M | 0.35% | −119−3.4% | Reduced |
| Meadowbrook Wealth Management, LLC | 3,335 | $3.58M | 4.09% | +2,101+170.3% | Added |
| Austin Asset Management Co Inc | 3,334 | $3.58M | 0.59% | −281−7.8% | Reduced |
| Moseley Investment Management Inc | 3,327 | $3.58M | 1.10% | −47−1.4% | Reduced |
| Stablepoint Partners, LLC | 3,320 | $3.57M | 0.56% | −47−1.4% | Reduced |
| Brown, Lisle/Cummings, Inc. | 3,320 | $3.57M | 0.88% | 00.0% | Unchanged |
| Red Door Wealth Management, LLC | 3,314 | $3.56M | 0.37% | +11+0.3% | Added |
| Prosperity Wealth Management, Inc. | 3,314 | $3.56M | 1.19% | +859+35.0% | Added |
| CBOE Vest Financial, LLC | 3,311 | $3.56M | 0.05% | −8,017−70.8% | Reduced |
| Howland Capital Management LLC | 3,306 | $3.55M | 0.14% | +272+9.0% | Added |
| Chesapeake Wealth Management | 3,303 | $3.55M | 1.06% | +143+4.5% | Added |
| Panoramic Capital, LLC | 3,281 | $3.53M | 2.02% | +1,690+106.2% | Added |
| Fairvoy Private Wealth, LLC | 3,273 | $3.52M | 0.79% | −6−0.2% | Reduced |
| B & T Capital Management DBA Alpha Capital Management | 3,270 | $3.51M | 0.50% | +21+0.6% | Added |
| Crown Wealth Group, LLC | 3,265 | $3.51M | 0.98% | +184+6.0% | Added |
| Trinity Legacy Partners, LLC | 3,260 | $3.50M | 0.80% | +47+1.5% | Added |
| Relyea Zuckerberg Hanson LLC | 3,253 | $3.50M | 0.35% | +70+2.2% | Added |
| Capital Advisory Group Advisory Services, LLC | 3,250 | $3.49M | 1.03% | −46−1.4% | Reduced |
| Aft, Forsyth & Sober, LLC | 3,250 | $3.49M | 1.06% | 00.0% | Unchanged |
| Somerset Group LLC | 3,151 | $3.49M | 2.63% | −13−0.4% | Reduced |
| NVWM, LLC | 3,248 | $3.49M | 0.76% | −59−1.8% | Reduced |
| RDA Financial Network | 3,244 | $3.49M | 0.84% | −11−0.3% | Reduced |
| Barr E S & Co | 3,241 | $3.48M | 0.18% | −70−2.1% | Reduced |
| First National Bank & Trust Co of Newtown | 3,240 | $3.48M | 0.64% | +56+1.8% | Added |
| TSG Advice Partners, LLC | 3,236 | $3.48M | 0.53% | +3,236 | New |
| Ellevest, Inc. | 3,217 | $3.46M | 0.48% | −52−1.6% | Reduced |
| Hartford Funds Management Co LLC | 3,214 | $3.46M | 0.28% | +1,373+74.6% | Added |
| Fukoku Mutual Life Insurance Co | 3,213 | $3.45M | 0.23% | −96−2.9% | Reduced |
| Bullock Wealth Management Group | 3,210 | $3.45M | 1.69% | −38−1.2% | Reduced |
| Concord Asset Management, LLC | 3,202 | $3.44M | 0.60% | −46−1.4% | Reduced |
| Kuhn & Co Investment Counsel | 3,201 | $3.44M | 2.29% | −99−3.0% | Reduced |
| Boston Trust Walden Corp | 3,201 | $3.44M | 0.03% | −42−1.3% | Reduced |
| Graphene Investments SAS | 3,200 | $3.44M | 2.16% | −1,000−23.8% | Reduced |
| Capital Performance Advisors LLP | 3,198 | $3.44M | 0.24% | +452+16.5% | Added |
| Northern Oak Wealth Management Inc | 3,195 | $3.43M | 0.43% | −56−1.7% | Reduced |
| Cerro Pacific Wealth Advisors LLC | 3,190 | $3.43M | 0.92% | 00.0% | Unchanged |
| Tectonic Advisors LLC | 3,188 | $3.43M | 0.18% | 00.0% | Unchanged |
| AAFMAA Wealth Management & Trust LLC | 3,184 | $3.42M | 1.34% | −10.0% | Reduced |
| Phillips Financial Management, LLC | 3,183 | $3.42M | 0.22% | +83+2.7% | Added |
| Hills Bank & Trust Co | 3,177 | $3.41M | 0.20% | +196+6.6% | Added |
| Apella Capital, LLC | 3,174 | $3.41M | 0.07% | +1,083+51.8% | Added |
| High Note Wealth, LLC | 3,173 | $3.41M | 0.67% | +22+0.7% | Added |
| Mission Creek Capital Partners, Inc. | 3,170 | $3.41M | 0.69% | +303+10.6% | Added |
| Clean Yield Group | 3,165 | $3.40M | 0.94% | −111−3.4% | Reduced |
| AlTi Global, Inc. | 3,159 | $3.39M | 0.07% | +130+4.3% | Added |
| Aspen Investment Management Inc | 3,155 | $3.39M | 1.02% | +1,888+149.0% | Added |
| Reliant Investment Partners, LLC | 3,152 | $3.39M | 2.66% | −13−0.4% | Reduced |
| Legacy Financial Advisors, Inc. | 3,149 | $3.38M | 0.47% | +141+4.7% | Added |
| Western Financial Corp | 3,146 | $3.38M | 1.34% | +3,146 | New |
| Vermillion Wealth Management, Inc. | 3,143 | $3.38M | 1.38% | +159+5.3% | Added |
| Contravisory Investment Management, Inc. | 3,140 | $3.37M | 0.67% | +106+3.5% | Added |
| Journey Retirement Planning & Investment Management LLC | 3,136 | $3.37M | 0.69% | +3,136 | New |
| Lighthouse Financial Services Inc | 3,137 | $3.37M | 0.78% | +3,137 | New |
| Claro Advisors LLC | 3,135 | $3.37M | 0.46% | +57+1.9% | Added |
| Capital Investment Counsel, LLC | 3,131 | $3.36M | 0.47% | +149+5.0% | Added |
| WealthShield Partners, LLC | 3,122 | $3.36M | 0.37% | −43−1.4% | Reduced |
| Marino, Stram & Associates LLC | 3,112 | $3.34M | 0.60% | −864−21.7% | Reduced |
| Fortitude Family Office, LLC | 3,110 | $3.34M | 0.78% | +17+0.5% | Added |
| Leo Wealth, LLC | 3,107 | $3.34M | 0.24% | +1,100+54.8% | Added |
| Stonebrook Private Inc. | 3,107 | $3.34M | 0.70% | +265+9.3% | Added |
| Dynasty Wealth Management, LLC | 3,104 | $3.34M | 0.03% | +2,180+235.9% | Added |
| NCM Capital Management, LLC | 3,103 | $3.34M | 1.24% | −140−4.3% | Reduced |
| Tyche Wealth Partners LLC | 3,101 | $3.33M | 0.53% | −2,015−39.4% | Reduced |
| Garrett Investment Advisors LLC | 3,093 | $3.32M | 0.26% | −260−7.8% | Reduced |
| Red Reef Advisors LLC | 3,092 | $3.32M | 3.38% | +3,092 | New |
| Alta Advisers Ltd | 3,079 | $3.31M | 1.20% | −1,040−25.2% | Reduced |
| Berkshire Bank | 3,076 | $3.31M | 0.67% | 00.0% | Unchanged |
| Financial Engines Advisors L.L.C. | 3,067 | $3.30M | 0.01% | +85+2.9% | Added |
| Spirit of America Management Corp | 3,065 | $3.29M | 0.70% | −300−8.9% | Reduced |
| Bell Asset Management Ltd | 3,034 | $3.28M | 0.88% | −4,072−57.3% | Reduced |
| Alteri Wealth LLC | 3,042 | $3.27M | 1.06% | −108−3.4% | Reduced |
| Greenspring Advisors, LLC | 3,041 | $3.27M | 0.20% | +2,541+508.2% | Added |
| Everpar Advisors LLC | 3,041 | $3.27M | 1.21% | +301+11.0% | Added |
| Militia Capital Partners, LP | 3,040 | $3.27M | 1.23% | −1,060−25.9% | Reduced |
| Papamarkou Wellner Asset Management inc. | 3,031 | $3.26M | 1.96% | −3−0.1% | Reduced |
| Intact Investment Management Inc. | 3,030 | $3.26M | 0.09% | −460−13.2% | Reduced |
| Payden & Rygel | 3,020 | $3.25M | 0.23% | −100−3.2% | Reduced |
| VeraBank, N.A. | 3,018 | $3.24M | 0.59% | −71−2.3% | Reduced |
| Fortis Capital Advisors, LLC | 3,004 | $3.23M | 0.48% | +1,391+86.2% | Added |
| Gs Investments, Inc. | 3,002 | $3.23M | 1.75% | −60−2.0% | Reduced |
| Hudock, Inc. | 3,000 | $3.22M | 0.48% | −6−0.2% | Reduced |
| Virtus Wealth Solutions LLC | 3,000 | $3.22M | 0.61% | +3,000 | New |
| Sippican Capital Advisors | 2,999 | $3.22M | 2.07% | −163−5.2% | Reduced |
| Argonautica Private Wealth Management, Inc | 2,999 | $3.22M | 0.95% | −53−1.7% | Reduced |
| Woodard & Co Asset Management Group Inc | 2,989 | $3.21M | 0.51% | +443+17.4% | Added |
| Cairn Investment Group, Inc. | 2,985 | $3.21M | 1.52% | 00.0% | Unchanged |
| Patrick M Sweeney & Associates, Inc | 2,980 | $3.20M | 2.00% | +10+0.3% | Added |
| Itau Unibanco Holding S.A. | 2,961 | $3.20M | 0.08% | −101−3.3% | Reduced |
| Castle Rock Wealth Management, LLC | 3,195 | $3.19M | 0.69% | −160−4.8% | Reduced |
| Kessler Investment Group, LLC | 2,956 | $3.18M | 1.34% | −1,091−27.0% | Reduced |
| Root Financial Partners, LLC | 2,953 | $3.17M | 0.16% | +137+4.9% | Added |
| Campbell & CO Investment Adviser LLC | 2,950 | $3.17M | 0.15% | −482−14.0% | Reduced |
| Eagle Rock Investment Company, LLC | 2,950 | $3.17M | 0.45% | −100−3.3% | Reduced |
| Massachusetts Wealth Management | 2,950 | $3.17M | 1.48% | +115+4.1% | Added |
| Linscomb & Williams, Inc. | 2,946 | $3.17M | 0.13% | −322−9.9% | Reduced |
| Legacy Capital Wealth Management, LLC | 2,944 | $3.16M | 1.92% | +2,944 | New |
| Northwest Quadrant Wealth Management, LLC | 2,942 | $3.16M | 0.65% | +3+0.1% | Added |
| West Chester Capital Advisors, Inc | 2,931 | $3.15M | 1.83% | +2+0.1% | Added |