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 |
|---|---|---|---|---|---|
|
Liberty Wealth Management LLC
Oakland, CA |
Aug 01, 2025 Q2 2025 |
1,624
shares
|
$1.23 Million
0.21% of portfolio
|
Q2 2025
Added 1.18%
|
|
|
Bennett Selby Investments LP
|
Jul 17, 2025 Q2 2025 |
1,622
shares
|
$1.22 Million
0.45% of portfolio
|
Q2 2025
Added 68.61%
|
|
|
Monarch Capital Management Inc
|
Aug 20, 2025 Q2 2025 |
1,619
shares
|
$1.22 Million
0.34% of portfolio
|
Q2 2025
Added 17.83%
|
|
|
Financial Advisory Group
Houston, TX |
May 10, 2024 Q1 2024 |
1,619
shares
|
$1.22 Million
0.23% of portfolio
|
Q1 2024
Added 44.04%
|
|
|
Hms Capital Management, LLC
|
Jul 07, 2025 Q2 2025 |
1,618
shares
|
$1.22 Million
0.5% of portfolio
|
Q2 2025
Reduced 6.64%
|
|
|
Cobblestone Capital Advisors LLC
Rochester, NY |
Aug 01, 2025 Q2 2025 |
1,617
shares
|
$1.22 Million
0.07% of portfolio
|
Q2 2025
Reduced 3.86%
|
|
|
Apollon Financial, LLC
Mount Pleasant, SC |
Jul 24, 2025 Q2 2025 |
1,617
shares
|
$1.22 Million
0.26% of portfolio
|
Q2 2025
Added 0.19%
|
|
|
Seeds Investor LLC
New York, NY |
May 14, 2025 Q1 2025 |
1,617
shares
|
$1.22 Million
0.37% of portfolio
|
Q1 2025
Reduced 1.76%
|
|
|
Pitti Group Wealth Management, LLC
|
Jul 15, 2025 Q2 2025 |
1,616
shares
|
$1.22 Million
1.36% of portfolio
|
Q2 2025
Reduced 6.21%
|
|
|
Balentine LLC
Atlanta, GA |
Aug 04, 2025 Q2 2025 |
1,616
shares
|
$1.22 Million
0.05% of portfolio
|
Q2 2025
Added 27.55%
|
|
|
Lakeridge Wealth Management LLC
Mentor, OH |
Aug 07, 2025 Q2 2025 |
1,615
shares
|
$1.22 Million
0.58% of portfolio
|
Q2 2025
Added 0.75%
|
|
|
Trinity Point Wealth, LLC
|
Feb 14, 2025 Q4 2024 |
1,611
shares
|
$1.22 Million
0.18% of portfolio
|
Q4 2024
Reduced 5.24%
|
|
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
Jul 30, 2025 Q2 2025 |
1,611
shares
|
$1.22 Million
0.21% of portfolio
|
Q2 2025
Added 8.56%
|
|
|
Mbl Wealth, LLC
Charlotte, NC |
Jul 22, 2025 Q2 2025 |
1,611
shares
|
$1.22 Million
0.13% of portfolio
|
Q2 2025
Added 3.4%
|
|
|
First Command Advisory Services, Inc.
|
Aug 01, 2025 Q2 2025 |
1,610
shares
|
$1.22 Million
0.01% of portfolio
|
Q2 2025
Reduced 22.26%
|
|
|
Acorns Advisers, LLC
Irvine, CA |
Aug 13, 2025 Q2 2025 |
1,605
shares
|
$1.21 Million
0.01% of portfolio
|
Q2 2025
Added 29.54%
|
|
|
Garde Capital, Inc.
Seattle, WA |
Jul 03, 2025 Q2 2025 |
1,604
shares
|
$1.21 Million
0.07% of portfolio
|
Q2 2025
Added 20.6%
|
|
|
Wallace Advisory Group, LLC
Lafayette, CA |
Jul 30, 2025 Q2 2025 |
1,604
shares
|
$1.21 Million
0.96% of portfolio
|
Q2 2025
Added 45.69%
|
|
|
Bbr Partners, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
1,603
shares
|
$1.21 Million
0.08% of portfolio
|
Q2 2025
Reduced 0.8%
|
|
|
Orion Capital Management LLC
|
Jul 31, 2025 Q2 2025 |
1,602
shares
|
$1.21 Million
0.49% of portfolio
|
Q2 2025
Reduced 3.73%
|
|
|
Valley Brook Capital Group, Inc.
Venetia, PA |
Jul 25, 2025 Q2 2025 |
1,602
shares
|
$1.21 Million
0.94% of portfolio
|
Q2 2025
Added 1.26%
|
|
|
Capital Management Associates
New York, NY |
Aug 05, 2025 Q2 2025 |
1,600
shares
|
$1.21 Million
2.34% of portfolio
|
Q1 2024
New holding
|
|
|
Pingora Partners LLC
Wilson, WY |
Aug 14, 2025 Q2 2025 |
1,600
shares
|
$1.21 Million
0.93% of portfolio
|
Q2 2025
Reduced 15.79%
|
|
|
Panoramic Capital, LLC
Larkspur, CA |
Aug 14, 2025 Q2 2025 |
1,600
shares
|
$1.21 Million
0.94% of portfolio
|
Q2 2025
Reduced 57.04%
|
|
|
Longview Financial Advisors, Inc.
Huntsville, AL |
Jul 30, 2025 Q2 2025 |
1,598
shares
|
$1.21 Million
1.06% of portfolio
|
Q2 2025
Reduced 0.99%
|