# ELI LILLY & CO (LLY)

> Institutional ownership reported to the SEC as of Q3 2026, from Form 13F filings. Source: https://holderbook.com/stocks/LLY/

- Reporting holders: 246
- Reported value: $3.8B
- Held through calls: 0.0%
- Held through puts: 0.3%

A 13F reports long US equity positions only. Shorts, bonds, foreign listings and cash are not visible here, and positions are disclosed up to 45 days after the quarter ends.

## Largest holders

| Manager | Value | Shares | Share of their book | Quarters held |
|---|---|---|---|---|
| [SAPIENT CAPITAL LLC](https://holderbook.com/funds/1998653-sapient-capital-llc/) | $1.7B | 1,478,787 | 23.0% | 12 |
| [Private Capital Advisors, Inc.](https://holderbook.com/funds/1350780-private-capital-advisors-inc/) | $476.2M | 411,540 | 41.3% | 32 |
| [Valeo Financial Advisors, LLC](https://holderbook.com/funds/1722641-valeo-financial-advisors-llc/) | $150.7M | 130,209 | 3.2% | 32 |
| [CONGRESS ASSET MANAGEMENT CO](https://holderbook.com/funds/897378-congress-asset-management-co/) | $144.1M | 124,514 | 0.9% | 19 |
| [EASTERN BANK](https://holderbook.com/funds/1126395-eastern-bank/) | $133.3M | 115,236 | 2.0% | 32 |
| [Artemis Investment Management LLP](https://holderbook.com/funds/1535385-artemis-investment-management-llp/) | $88.3M | 76,310 | 0.8% | 14 |
| [Farther Finance Advisors, LLC](https://holderbook.com/funds/1992825-farther-finance-advisors-llc/) | $78.8M | 68,083 | 0.6% | 16 |
| [Quintet Private Bank (Europe) S.A.](https://holderbook.com/funds/1977290-quintet-private-bank-europe-s-a/) | $50.9M | 44,028 | 2.2% | 16 |
| [Oak Grove Capital LLC](https://holderbook.com/funds/1661762-oak-grove-capital-llc/) | $45.4M | 39,238 | 2.1% | 17 |
| [Overbrook Management Corp](https://holderbook.com/funds/1269786-overbrook-management-corp/) | $34.0M | 29,359 | 5.3% | 8 |
| [Legacy Private Trust Co.](https://holderbook.com/funds/1352547-legacy-private-trust-co/) | $33.4M | 20,675 | 1.8% | 32 |
| [GAMMA Investing LLC](https://holderbook.com/funds/2010235-gamma-investing-llc/) | $32.8M | 28,383 | 1.1% | 12 |
| [Gradient Investments LLC](https://holderbook.com/funds/1542265-gradient-investments-llc/) | $31.7M | 27,405 | 0.5% | 32 |
| [TOMPKINS FINANCIAL CORP](https://holderbook.com/funds/1005817-tompkins-financial-corp/) | $31.2M | 26,968 | 2.2% | 31 |
| [MassMutual Private Wealth & Trust, FSB](https://holderbook.com/funds/1103653-massmutual-private-wealth-trust-fsb/) | $30.7M | 26,575 | 0.8% | 32 |
| [Bath Savings Trust Co](https://holderbook.com/funds/1384943-bath-savings-trust-co/) | $30.6M | 26,487 | 3.2% | 32 |
| [CYPRESS ASSET MANAGEMENT INC/TX](https://holderbook.com/funds/1030618-cypress-asset-management-inc-tx/) | $25.2M | 21,743 | 5.0% | 32 |
| [Partnership Wealth Management, LLC](https://holderbook.com/funds/2010656-partnership-wealth-management-llc/) | $24.5M | 21,162 | 17.5% | 12 |
| [FERGUSON WELLMAN CAPITAL MANAGEMENT, INC](https://holderbook.com/funds/869353-ferguson-wellman-capital-management-inc/) | $23.7M | 20,500 | 0.3% | 32 |
| [Coastline Trust Co](https://holderbook.com/funds/1324279-coastline-trust-co/) | $22.8M | 19,745 | 2.1% | 32 |
| [Wedmont Private Capital](https://holderbook.com/funds/1904274-wedmont-private-capital/) | $22.0M | 18,843 | 0.5% | 20 |
| [Gouws Capital LLC](https://holderbook.com/funds/1908828-gouws-capital-llc/) | $19.8M | 17,102 | 9.4% | 20 |
| [MARKET STREET WEALTH MANAGEMENT ADVISORS LLC](https://holderbook.com/funds/1767601-market-street-wealth-management-advisors-llc/) | $19.6M | 16,911 | 2.8% | 32 |
| [Decker Wealth Management LLC](https://holderbook.com/funds/2129751-decker-wealth-management-llc/) | $19.6M | 16,906 | 4.0% | 4 |
| [Canandaigua National Trust Co of Florida](https://holderbook.com/funds/1471384-canandaigua-national-trust-co-of-florida/) | $19.2M | 16,555 | 10.6% | 8 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q3 2026 | 246 | $3.8B |
| Q2 2026 | 4,642 | $1.1T |
| Q1 2026 | 4,365 | $745.4B |
| Q4 2025 | 4,463 | $886.2B |
| Q3 2025 | 3,918 | $619.9B |
| Q2 2025 | 3,921 | $638.3B |
| Q1 2025 | 3,936 | $708.5B |
| Q4 2024 | 3,915 | $622.9B |
| Q3 2024 | 3,673 | $723.6B |
| Q2 2024 | 3,587 | $743.2B |
| Q1 2024 | 3,487 | $658.3B |
| Q4 2023 | 3,287 | $487.0B |