Institutional Ownership Eli Lilly & CO (LLY)
This table provides information about the institutional ownership of Eli Lilly & CO (LLY). We have compiled data on the 4,447 institutions that hold shares in the stock, with a total of 782 Million shares, which have been reported (via 13F filing form) to have a value of $590 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Yukon Wealth Management, Inc.
Overland Park, KS |
Aug 01, 2025 Q2 2025 |
1,712
shares
|
$1.29 Million
0.48% of portfolio
|
Q2 2025
Added 0.71%
|
|
|
Atticus Wealth Management, LLC
|
Jul 10, 2025 Q2 2025 |
1,707
shares
|
$1.29 Million
0.39% of portfolio
|
Q2 2025
Added 3.52%
|
|
|
Armor Investment Advisors, LLC
|
Aug 12, 2025 Q2 2025 |
1,707
shares
|
$1.29 Million
0.51% of portfolio
|
Q2 2025
Reduced 0.52%
|
|
|
Winthrop Advisory Group LLC
|
Jul 23, 2025 Q2 2025 |
1,706
shares
|
$1.29 Million
0.13% of portfolio
|
Q2 2025
Added 1.25%
|
|
|
Next Capital Management LLC
|
Aug 05, 2025 Q2 2025 |
1,704
shares
|
$1.29 Million
0.5% of portfolio
|
Q2 2025
Added 91.46%
|
|
|
Jacobson & Schmitt Advisors, LLC
|
Aug 05, 2025 Q2 2025 |
1,704
shares
|
$1.29 Million
0.24% of portfolio
|
Q2 2025
New holding
|
|
|
Trustco Bank Corp N Y
Albany, NY |
Aug 08, 2025 Q2 2025 |
1,704
shares
|
$1.29 Million
1.36% of portfolio
|
Q4 2024
Reduced 8.83%
|
|
|
Exchange Capital Management, Inc.
|
Jul 21, 2025 Q2 2025 |
1,702
shares
|
$1.28 Million
0.22% of portfolio
|
Q2 2025
Reduced 5.81%
|
|
|
Smith, Salley & Associates
|
Jul 17, 2025 Q2 2025 |
1,701
shares
|
$1.28 Million
0.08% of portfolio
|
Q2 2025
Added 4.1%
|
|
|
Cm Wealth Advisors LLC
Beachwood, OH |
Aug 06, 2025 Q2 2025 |
1,700
shares
|
$1.28 Million
0.4% of portfolio
|
Q3 2024
New holding
|
|
|
Impact Capital Partners LLC
Greenwood Village, CO |
Jul 18, 2025 Q2 2025 |
1,700
shares
|
$1.28 Million
0.43% of portfolio
|
Q2 2025
Added 0.89%
|
|
|
Future Financial Wealth Managment LLC
|
Jul 21, 2025 Q2 2025 |
1,698
shares
|
$1.28 Million
0.91% of portfolio
|
Q2 2025
Added 7.6%
|
|
|
Canal Capital Management, LLC
|
Sep 19, 2025 Q2 2025 |
1,698
shares
|
$1.28 Million
0.22% of portfolio
|
Q2 2025
Reduced 1.74%
|
|
|
Lwm Advisory Services, LLC
Plantation, FL |
Aug 14, 2025 Q2 2025 |
1,698
shares
|
$1.28 Million
0.95% of portfolio
|
Q1 2025
Reduced 7.92%
|
|
|
Nwam LLC
Mercer Island, WA |
Aug 07, 2025 Q2 2025 |
1,696
shares
|
$1.28 Million
0.12% of portfolio
|
Q2 2025
Reduced 0.64%
|
|
|
Gray Wealth Management Inc.
Bangor, ME |
Feb 10, 2025 Q4 2024 |
1,695
shares
|
$1.28 Million
0.5% of portfolio
|
Q4 2024
Reduced 2.42%
|
|
|
Analyst Ims Investment Management Services Ltd.
|
Aug 04, 2025 Q2 2025 |
1,690
shares
|
$1.28 Million
0.04% of portfolio
|
Q2 2025
Reduced 43.4%
|
|
|
Rice Hall James & Associates, LLC
|
Aug 11, 2025 Q2 2025 |
1,690
shares
|
$1.28 Million
0.08% of portfolio
|
Q3 2024
Reduced 8.15%
|
|
|
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.
Fort Worth, TX |
Aug 14, 2025 Q2 2025 |
1,690
shares
|
$1.28 Million
0.23% of portfolio
|
Q1 2025
Added 1.5%
|
|
|
Ctc LLC
|
Aug 14, 2025 Q2 2025 |
1,680
shares
|
$1.27 Million
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Integrity Advisory, LLC
|
Jan 24, 2023 Q4 2022 |
1,677
shares
|
$1.27 Million
0.6% of portfolio
|
Q4 2022
Reduced 4.93%
|
|
|
International Private Wealth Advisors LLC
San Diego, CA |
Jul 11, 2025 Q2 2025 |
1,676
shares
|
$1.27 Million
1.12% of portfolio
|
Q2 2025
Added 40.13%
|
|
|
Intercontinental Wealth Advisors, LLC
|
Jul 21, 2023 Q2 2023 |
1,675
shares
|
$1.26 Million
0.19% of portfolio
|
Q2 2023
Reduced 5.15%
|
|
|
Tfb Advisors LLC
Overland Park, KS |
Jul 30, 2025 Q2 2025 |
1,671
shares
|
$1.26 Million
0.35% of portfolio
|
Q2 2025
Reduced 4.89%
|
|
|
Sovran Advisors, LLC
San Diego, CA |
Jul 09, 2025 Q2 2025 |
1,671
shares
|
$1.26 Million
0.14% of portfolio
|
Q2 2025
Added 65.94%
|