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 |
|---|---|---|---|---|---|
|
Westbourne Investment Advisors, Inc.
|
Aug 07, 2025 Q2 2025 |
1,557
shares
|
$1.18 Million
0.37% of portfolio
|
Q4 2024
Reduced 3.77%
|
|
|
Legacy Capital Wealth Management, LLC
The Woodlands, TX |
Jun 04, 2025 Q4 2024 |
1,557
shares
|
$1.18 Million
1.19% of portfolio
|
Q4 2024
New holding
|
|
|
Canopy Partners, LLC
Terrace Park, OH |
Jul 23, 2025 Q2 2025 |
1,556
shares
|
$1.17 Million
0.44% of portfolio
|
Q2 2025
Added 37.94%
|
|
|
Silver Lake Advisory, LLC
|
Jul 21, 2025 Q2 2025 |
1,551
shares
|
$1.17 Million
0.52% of portfolio
|
Q2 2025
Reduced 3.06%
|
|
|
Corda Investment Management, Llc.
Houston, TX |
Jul 29, 2025 Q2 2025 |
1,550
shares
|
$1.17 Million
0.09% of portfolio
|
Q2 2025
Reduced 3.37%
|
|
|
Bluesphere Advisors, LLC
East Norriton, PA |
Jul 17, 2025 Q2 2025 |
1,550
shares
|
$1.17 Million
0.62% of portfolio
|
Q2 2025
Added 29.06%
|
|
|
Domani Wealth, LLC
|
Apr 18, 2023 Q1 2023 |
1,549
shares
|
$1.17 Million
0.12% of portfolio
|
Q1 2023
Added 2.51%
|
|
|
Brady Family Wealth, LLC
Saint Louis, MO |
Jul 10, 2025 Q2 2025 |
1,549
shares
|
$1.17 Million
0.37% of portfolio
|
Q1 2025
Added 0.13%
|
|
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
Aug 07, 2025 Q2 2025 |
1,547
shares
|
$1.17 Million
0.69% of portfolio
|
Q2 2025
Reduced 3.25%
|
|
|
Ethos Financial Group, LLC
King Of Prussia, PA |
Aug 06, 2025 Q2 2025 |
1,547
shares
|
$1.17 Million
0.12% of portfolio
|
Q2 2025
Reduced 7.14%
|
|
|
Gleason Group, Inc.
|
Jul 17, 2025 Q2 2025 |
1,543
shares
|
$1.16 Million
0.14% of portfolio
|
Q2 2025
Added 0.19%
|
|
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
Jul 24, 2025 Q2 2025 |
1,543
shares
|
$1.16 Million
0.39% of portfolio
|
Q2 2025
Added 26.06%
|
|
|
Security National Bank
|
Jul 10, 2025 Q2 2025 |
1,542
shares
|
$1.16 Million
0.21% of portfolio
|
Q2 2025
Added 2.66%
|
|
|
Am Investment Strategies LLC
|
Jul 15, 2025 Q2 2025 |
1,541
shares
|
$1.16 Million
0.29% of portfolio
|
Q2 2025
Added 8.37%
|
|
|
Bank Of Marin
Novato, CA |
Aug 14, 2025 Q2 2025 |
1,538
shares
|
$1.16 Million
0.94% of portfolio
|
Q2 2025
Reduced 0.06%
|
|
|
Thompson Davis & Co., Inc.
|
Aug 20, 2025 Q2 2025 |
1,537
shares
|
$1.16 Million
0.85% of portfolio
|
Q2 2025
Reduced 7.52%
|
|
|
Opes Wealth Management LLC
Menlo Park, CA |
Jul 30, 2025 Q2 2025 |
1,536
shares
|
$1.16 Million
0.22% of portfolio
|
Q2 2025
Added 355.79%
|
|
|
Cravens & CO Advisors, LLC
Cookeville, TN |
Aug 12, 2025 Q2 2025 |
1,534
shares
|
$1.16 Million
0.89% of portfolio
|
Q2 2025
New holding
|
|
|
Dover Advisors, LLC
Richmond, VA |
Jul 08, 2025 Q2 2025 |
1,533
shares
|
$1.16 Million
0.53% of portfolio
|
Q2 2025
Added 2.13%
|
|
|
Hobbs Wealth Management, LLC
Zionsville, IN |
Aug 12, 2025 Q2 2025 |
1,533
shares
|
$1.16 Million
1.14% of portfolio
|
Q2 2025
Added 5.07%
|
|
|
Seascape Capital Management
Portsmouth, NH |
Jul 14, 2025 Q2 2025 |
1,531
shares
|
$1.16 Million
0.38% of portfolio
|
Q2 2025
Reduced 0.78%
|
|
|
Kowal Investment Group, LLC
Waukesha, WI |
Oct 16, 2024 Q3 2024 |
1,531
shares
|
$1.16 Million
0.25% of portfolio
|
Q3 2024
Added 18.96%
|
|
|
Union Savings Bank
Litchfield, CT |
Aug 08, 2025 Q2 2025 |
1,531
shares
|
$1.16 Million
0.52% of portfolio
|
Q2 2025
Reduced 20.38%
|
|
|
Revolve Wealth Partners, LLC
|
Jul 28, 2025 Q2 2025 |
1,530
shares
|
$1.16 Million
0.16% of portfolio
|
Q2 2025
Reduced 5.2%
|
|
|
Alan B. Lancz & Associates, Inc.
Toledo, OH |
Jul 29, 2025 Q2 2025 |
1,530
shares
|
$1.16 Million
1.21% of portfolio
|
Q1 2025
Reduced 1.61%
|