ELI LILLY & CO (LLY)
Institutional ownership reported to the SEC as of Q3 2026, across 32 quarters.
246
Reporting holders
$3.8B
Reported value
0.0%
Calls
0.3%
Puts
-4,396
Holder change
Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| SAPIENT CAPITAL LLC | $1.7B | 1,478,787 | 23.01% | 12q | -48.9%-$1.6B |
| Private Capital Advisors, Inc. | $476.2M | 411,540 | 41.31% | 32q | HELD |
| Valeo Financial Advisors, LLC | $150.7M | 130,209 | 3.18% | 32q | HELD |
| CONGRESS ASSET MANAGEMENT CO | $144.1M | 124,514 | 0.93% | 19q | +1.2%+$1.7M |
| EASTERN BANK | $133.3M | 115,236 | 2.03% | 32q | -0.9%-$1.3M |
| Artemis Investment Management LLP | $88.3M | 76,310 | 0.77% | 14q | -20.5%-$22.7M |
| Farther Finance Advisors, LLC | $78.8M | 68,083 | 0.56% | 16q | +55.4%+$28.1M |
| Quintet Private Bank (Europe) S.A. | $50.9M | 44,028 | 2.24% | 16q | +55.8%+$18.2M |
| Oak Grove Capital LLC | $45.4M | 39,238 | 2.05% | 17q | +61.2%+$17.2M |
| Overbrook Management Corp | $34.0M | 29,359 | 5.28% | 8q | HELD |
| Legacy Private Trust Co. | $33.4M | 20,675 | 1.83% | 32q | +14.3%+$4.2M |
| GAMMA Investing LLC | $32.8M | 28,383 | 1.11% | 12q | +9.8%+$2.9M |
| Gradient Investments LLC | $31.7M | 27,405 | 0.45% | 32q | HELD |
| TOMPKINS FINANCIAL CORP | $31.2M | 26,968 | 2.20% | 31q | -2.3%-$727.8K |
| MassMutual Private Wealth & Trust, FSB | $30.7M | 26,575 | 0.81% | 32q | -2.7%-$869.0K |
| Bath Savings Trust Co | $30.6M | 26,487 | 3.17% | 32q | +1.0%+$291.6K |
| CYPRESS ASSET MANAGEMENT INC/TX | $25.2M | 21,743 | 4.97% | 32q | HELD |
| Partnership Wealth Management, LLC | $24.5M | 21,162 | 17.47% | 12q | HELD |
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | $23.7M | 20,500 | 0.28% | 32q | -3.9%-$951.1K |
| Coastline Trust Co | $22.8M | 19,745 | 2.13% | 32q | -5.4%-$1.3M |
| Wedmont Private Capital | $22.0M | 18,843 | 0.53% | 20q | +17.3%+$3.3M |
| Gouws Capital LLC | $19.8M | 17,102 | 9.35% | 20q | -1.3%-$254.6K |
| MARKET STREET WEALTH MANAGEMENT ADVISORS LLC | $19.6M | 16,911 | 2.78% | 32q | +0.9%+$182.8K |
| Decker Wealth Management LLC | $19.6M | 16,906 | 3.97% | 4q | +0.7%+$130.7K |
| Canandaigua National Trust Co of Florida | $19.2M | 16,555 | 10.59% | 8q | -2.9%-$568.1K |
| ROCKLAND TRUST CO | $18.3M | 15,853 | 0.70% | 32q | -2.8%-$520.7K |
| PARK NATIONAL CORP /OH/ | $18.0M | 15,528 | 0.49% | 32q | +6.5%+$1.1M |
| AMERICAN NATIONAL BANK & TRUST | $17.8M | 15,343 | 1.63% | 32q | -3.4%-$615.6K |
| Venture Visionary Partners LLC | $17.7M | 14,917 | 0.46% | 24q | +5.4%+$905.3K |
| CapWealth Advisors, LLC | $11.8M | 10,188 | 0.89% | 13q | +10.4%+$1.1M |
| Bank & Trust Co | $11.6M | 10,054 | 7.32% | 10q | -8.6%-$1.1M |
| YHB Investment Advisors, Inc. | $11.5M | 9,940 | 0.73% | 25q | +4.8%+$523.0K |
| Stokes Capital Advisors, LLC | $11.4M | 9,865 | 2.51% | 4q | +0.9%+$99.5K |
| CoreCap Advisors, LLC | $11.4M | 9,844 | 0.33% | 9q | +158.0%+$7.0M |
| Montecito Bank & Trust | $10.5M | 9,033 | 1.58% | 31q | HELD |
| Avidian Wealth Enterprises, LLC | $10.3M | 8,944 | 0.29% | 31q | +3.2%+$317.0K |
| Family Legacy Financial Solutions, LLC | $9.6M | 8,331 | 5.58% | 6q | HELD |
| Everhart Financial Group, Inc. | $9.6M | 8,273 | 0.59% | 20q | +3.5%+$327.4K |
| Grove Bank & Trust | $8.8M | 7,609 | 0.88% | 32q | +0.5%+$44.0K |
| CANANDAIGUA NATIONAL BANK & TRUST CO | $8.6M | 7,405 | 0.74% | 20q | -1.4%-$122.7K |
| STABLEFORD CAPITAL II LLC | $8.3M | 7,143 | 2.87% | 14q | +0.6%+$52.1K |
| Apella Capital, LLC | $8.1M | 6,774 | 0.10% | 15q | +58.4%+$3.0M |
| ARMSTRONG ADVISORY GROUP, INC | $7.9M | 6,825 | 0.48% | 16q | +1.5%+$118.0K |
| Central Pacific Bank - Trust Division | $7.9M | 6,814 | 0.83% | 11q | -5.6%-$472.1K |
| HWG Holdings LP | $7.7M | 6,647 | 1.77% | new | NEW |
| MOODY NATIONAL BANK TRUST DIVISION | $7.3M | 6,315 | 0.60% | 32q | -4.3%-$325.1K |
| BOS Asset Management, LLC | $7.2M | 6,235 | 1.69% | 16q | -2.9%-$211.7K |
| Galvin, Gaustad & Stein, LLC | $7.1M | 6,115 | 0.53% | 24q | +347.0%+$5.5M |
| Cooper Financial Group | $6.7M | 5,776 | 0.53% | 18q | +9.5%+$580.8K |
| Wealth Enhancement Trust Services, Inc. | $6.2M | 5,392 | 0.67% | 4q | -58.8%-$8.9M |
| Cox Capital Mgt LLC | $5.9M | 5,058 | 3.28% | 28q | -0.7%-$39.3K |
| Iowa State Bank | $5.8M | 4,995 | 0.98% | 29q | -2.4%-$144.6K |
| Brown Shipley& Co Ltd | $5.5M | 4,750 | 2.64% | 15q | +0.7%+$38.2K |
| Allen Mooney & Barnes Investment Advisors LLC | $5.5M | 4,730 | 0.81% | 19q | -1.8%-$98.4K |
| Balefire, LLC | $5.1M | 4,398 | 0.80% | 18q | +3.2%+$157.4K |
| First Heartland Consultants, Inc. | $5.0M | 4,349 | 0.33% | 32q | +8.5%+$392.3K |
| Financial Enhancement Group LLC | $5.0M | 4,200 | 0.57% | 32q | +1.2%+$59.4K |
| Elm3 Financial Group, LLC | $4.9M | 4,204 | 3.24% | 8q | +3.8%+$175.9K |
| RVW Wealth, LLC | $4.8M | 4,187 | 0.31% | 5q | +93.8%+$2.3M |
| Red Spruce Capital, LLC | $4.7M | 4,044 | 1.65% | 28q | -1.0%-$47.4K |
| ARGUS INVESTORS' COUNSEL, INC. | $4.6M | 4,011 | 3.61% | 25q | +0.6%+$27.8K |
| Draper Asset Management, LLC | $4.5M | 3,859 | 2.04% | 24q | -0.8%-$38.2K |
| VISTA INVESTMENT PARTNERS LLC | $4.2M | 3,563 | 1.10% | 12q | HELD |
| Versant Capital Management, Inc | $4.2M | 3,649 | 0.36% | 32q | +2.4%+$100.7K |
| VALLEY WEALTH MANAGERS, INC. | $3.9M | 3,393 | 0.22% | 20q | HELD |
| Violich Capital Management, Inc. | $3.8M | 3,241 | 0.40% | 4q | +151.0%+$2.3M |
| MFG WEALTH MANAGEMENT, INC. | $3.6M | 3,143 | 2.64% | 8q | +4.3%+$150.4K |
| Whalen Wealth Management Inc. | $3.4M | 2,975 | 1.47% | 12q | +15.9%+$472.0K |
| Bullock Wealth Management Group | $3.4M | 2,983 | 1.42% | 11q | +0.7%+$24.1K |
| Veracity Capital LLC | $3.3M | 2,850 | 0.89% | 28q | +52.2%+$1.1M |
| Douglas Lane & Associates, LLC | $3.3M | 2,829 | 0.04% | 32q | -1.1%-$37.0K |
| Kessler Investment Group, LLC | $3.2M | 2,724 | 1.52% | 19q | -6.8%-$230.3K |
| Vann Equity Management LLC | $3.1M | 2,707 | 1.86% | 3q | HELD |
| PFW Advisors LLC | $3.1M | 2,692 | 0.92% | 14q | HELD |
| Breakwater Capital Group | $3.1M | 2,683 | 0.37% | 16q | -2.1%-$67.1K |
| Monument Capital Management | $3.0M | 2,591 | 0.62% | 32q | +2.5%+$72.9K |
| Bangor Savings Bank | $2.9M | 2,514 | 0.22% | 32q | HELD |
| AVAII WEALTH MANAGEMENT, LLC | $2.9M | 2,522 | 0.83% | 19q | +51.5%+$979.6K |
| Meadowbrook Wealth Management, LLC | $2.8M | 2,407 | 2.92% | 5q | -26.3%-$996.2K |
| BAKER TILLY WEALTH MANAGEMENT, LLC | $2.8M | 2,388 | 0.54% | 24q | +46.0%+$870.3K |
| Olistico Wealth, LLC | $2.8M | 2,388 | 1.16% | 16q | HELD |
| GoalVest Advisory LLC | $2.7M | 2,355 | 0.47% | 22q | +8.2%+$206.0K |
| Graves Light Lenhart Wealth, Inc. | $2.7M | 2,309 | 0.25% | 32q | HELD |
| Client First Investment Management LLC | $2.6M | 2,289 | 1.26% | 12q | HELD |
| Bell Asset Management Ltd | $2.6M | 2,269 | 0.95% | 8q | -32.5%-$1.3M |
| Sound Income Strategies, LLC | $2.6M | 2,209 | 0.12% | 32q | -62.1%-$4.2M |
| CENTRAL BANK & TRUST CO | $2.6M | 2,219 | 0.37% | 32q | +1.0%+$24.3K |
| HF Advisory Group, LLC | $2.5M | 2,191 | 0.76% | 16q | -2.4%-$63.7K |
| Atlas Brown,Inc. | $2.5M | 2,176 | 0.66% | 32q | +8.3%+$193.2K |
| Ebert Capital Management Inc. | $2.5M | 2,168 | 2.18% | 4q | HELD |
| First Citizens Financial Corp | $2.5M | 2,167 | 1.05% | 27q | -5.6%-$148.1K |
| Barden Capital Management, Inc. | $2.4M | 2,034 | 2.14% | 17q | HELD |
| Acropolis Investment Management, LLC | $2.3M | 1,984 | 0.09% | 19q | -51.2%-$2.4M |
| Cadent Capital Advisors, LLC | $2.3M | 1,975 | 0.49% | 14q | -16.9%-$463.9K |
| DIVERSIFIED MANAGEMENT INC | $2.3M | 1,973 | 0.40% | 4q | -2.0%-$46.3K |
| Castle Rock Wealth Management, LLC | $2.2M | 1,863 | 0.41% | 16q | -32.6%-$1.0M |
| Boltwood Capital Management | $2.2M | 1,860 | 0.49% | 28q | -1.0%-$20.8K |
| Bill Few Associates, Inc. | $2.1M | 1,841 | 0.44% | 20q | HELD |
| CHAPIN DAVIS, INC. | $2.1M | 1,810 | 0.40% | 16q | +3.5%+$70.6K |
| Gallagher Capital Advisors, LLC | $2.1M | 1,808 | 1.12% | 8q | HELD |
Five percent filings
Anyone crossing 5% of a company must say so within days - far sooner than the next quarterly holdings report. A 13D declares an intent to influence the company; a 13G is the passive version. See all activist filings →
| Filed | Form | Filer | % of class |
|---|---|---|---|
| 2026-07-23 | 13G/A | LILLY ENDOWMENT, INC. | 9.6% |
What the insiders did
Open market purchases and sales reported on Form 4 in the last 180 days. Grants, option exercises and shares surrendered to cover tax are left out: they are compensation rather than a decision to buy or sell. Where a broker filled one order in tranches the lines are summed, because it was one decision.
Officers and directors
| Date | Insider | Role | Side | Shares | Value |
|---|---|---|---|---|---|
| 2026-08-17 | Jonsson Patrik | EVP & President, LLY Int'l | Sold | 6,500 | $7.6M |
| 2026-08-07 | Hakim Anat | EVP, GC & Secretary | Sold | 5,000 | $6.0M |
| 2026-06-10 | Yuffa Ilya | EVP&Pres, LLY USA&Global Capab | Sold | 2,500 | $2.9M |
| 2026-08-10 | Zakrowski Donald A | SVP, Finance, & CAO | Sold | 2,000 | $2.4M |
Ten percent owners and entities
Usually an institution that crossed a reporting threshold, or a company taking a strategic stake, rather than an individual with a view.
| Date | Insider | Role | Side | Shares | Value |
|---|---|---|---|---|---|
| 2026-05-06 | LILLY ENDOWMENT INC | Other | Sold | 15,828 | $15.8M ×2 |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q3 2026 | 246 | $3.8B | 3,313,648 | 9 | 103 | 71 | 0.3% |
| Q2 2026 | 4,642 | $1.1T | 839,955,461 | 353 | 2,048 | 1,325 | 4.6% |
| Q1 2026 | 4,365 | $745.4B | 785,657,923 | 166 | 1,749 | 1,510 | 3.1% |
| Q4 2025 | 4,463 | $886.2B | 794,896,127 | 368 | 1,521 | 1,476 | 3.8% |
| Q3 2025 | 3,918 | $619.9B | 777,211,610 | 182 | 1,642 | 1,340 | 4.4% |
| Q2 2025 | 3,921 | $638.3B | 787,116,203 | 171 | 1,644 | 1,300 | 3.9% |
| Q1 2025 | 3,936 | $708.5B | 835,906,744 | 209 | 1,612 | 1,320 | 2.7% |
| Q4 2024 | 3,915 | $622.9B | 781,684,253 | 157 | 1,388 | 1,363 | 3.1% |
| Q3 2024 | 3,673 | $723.6B | 794,390,071 | 190 | 1,420 | 1,242 | 2.8% |
| Q2 2024 | 3,587 | $743.2B | 800,567,485 | 214 | 1,369 | 1,211 | 2.5% |
| Q1 2024 | 3,487 | $658.3B | 827,157,689 | 306 | 1,272 | 1,186 | 2.4% |
| Q4 2023 | 3,287 | $487.0B | 816,949,183 | 198 | 1,108 | 1,150 | 2.2% |
| Q3 2023 | 2,989 | $432.9B | 788,115,431 | 239 | 970 | 1,092 | 2.1% |
| Q2 2023 | 2,835 | $374.5B | 785,123,251 | 261 | 955 | 1,004 | 1.9% |
| Q1 2023 | 2,624 | $285.5B | 820,766,915 | 115 | 952 | 917 | 1.5% |
| Q4 2022 | 2,679 | $294.9B | 793,548,843 | 177 | 851 | 914 | 1.7% |
| Q3 2022 | 2,499 | $262.5B | 796,050,951 | 145 | 827 | 838 | 1.9% |
| Q2 2022 | 2,462 | $259.2B | 788,387,900 | 189 | 765 | 836 | 1.4% |
| Q1 2022 | 2,360 | $228.9B | 788,912,127 | 136 | 770 | 774 | 1.3% |
| Q4 2021 | 2,323 | $223.8B | 792,486,000 | 196 | 737 | 623 | 2.3% |
| Q3 2021 | 2,068 | $186.2B | 792,316,180 | 109 | 650 | 721 | 1.7% |
| Q2 2021 | 2,040 | $185.3B | 793,821,418 | 172 | 629 | 674 | 1.7% |
| Q1 2021 | 1,962 | $150.1B | 792,750,998 | 151 | 602 | 718 | 1.4% |
| Q4 2020 | 1,902 | $136.8B | 792,686,675 | 131 | 582 | 615 | 1.5% |
| Q3 2020 | 1,783 | $109.9B | 735,502,328 | 114 | 550 | 612 | 1.0% |
| Q2 2020 | 1,779 | $123.5B | 743,594,089 | 172 | 515 | 639 | 1.2% |
| Q1 2020 | 1,699 | $105.8B | 753,883,777 | 113 | 493 | 638 | 1.2% |
| Q4 2019 | 1,684 | $101.1B | 759,074,441 | 121 | 448 | 513 | 1.3% |
| Q3 2019 | 1,536 | $84.5B | 746,860,706 | 86 | 445 | 573 | 1.1% |
| Q2 2019 | 1,527 | $85.1B | 754,459,190 | 81 | 420 | 607 | 1.7% |
| Q1 2019 | 1,627 | $104.4B | 783,081,273 | 134 | 397 | 729 | 2.7% |
| Q4 2018 | 1,577 | $98.8B | 841,381,546 | 13 | 19 | 32 | 1.6% |