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 |
|---|---|---|---|---|---|
|
Ivc Wealth Advisors LLC
|
Jul 22, 2025 Q2 2025 |
1,463
shares
|
$1.1 Million
0.56% of portfolio
|
Q2 2025
Added 2.02%
|
|
|
Baker Tilly Wealth Management, LLC
|
Jul 10, 2025 Q2 2025 |
1,462
shares
|
$1.1 Million
0.42% of portfolio
|
Q2 2025
Added 1.04%
|
|
|
Mach 1 Financial Group, LLC
Bentonville, AR |
Aug 11, 2025 Q2 2025 |
1,461
shares
|
$1.1 Million
0.39% of portfolio
|
Q2 2025
Added 58.29%
|
|
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
Aug 07, 2025 Q2 2025 |
1,459
shares
|
$1.1 Million
0.43% of portfolio
|
Q2 2025
Added 2.31%
|
|
|
Core Wealth Partners LLC
Santa Rosa, CA |
Aug 11, 2025 Q2 2025 |
1,455
shares
|
$1.1 Million
0.58% of portfolio
|
Q2 2025
Added 59.02%
|
|
|
Canvas Wealth Advisors, LLC
|
Jul 29, 2025 Q2 2025 |
1,451
shares
|
$1.1 Million
0.24% of portfolio
|
Q2 2025
Reduced 1.89%
|
|
|
Eagle Ridge Investment Management
|
Jan 27, 2025 Q4 2024 |
1,450
shares
|
$1.09 Million
0.1% of portfolio
|
Q4 2024
Added 12.06%
|
|
|
Mayfair Advisory Group, LLC
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
1,449
shares
|
$1.09 Million
0.59% of portfolio
|
Q2 2025
Added 0.07%
|
|
|
Capital Market Strategies LLC
|
Jul 02, 2025 Q2 2025 |
1,446
shares
|
$1.09 Million
0.83% of portfolio
|
Q2 2025
Reduced 55.81%
|
|
|
Dudley Capital Management, LLC
Middleburg, VA |
Jul 30, 2025 Q2 2025 |
1,445
shares
|
$1.09 Million
0.56% of portfolio
|
Q2 2025
Reduced 1.43%
|
|
|
Nicolet Bankshares Inc
Green Bay, WI |
Aug 13, 2025 Q2 2025 |
1,444
shares
|
$1.09 Million
0.2% of portfolio
|
Q2 2025
Added 17.59%
|
|
|
Aldebaran Financial Inc.
|
Aug 14, 2025 Q2 2025 |
1,443
shares
|
$1.09 Million
1.25% of portfolio
|
Q2 2025
Added 15.26%
|
|
|
Adapt Wealth Advisors, LLC
Atlanta, GA |
Aug 08, 2025 Q2 2025 |
1,442
shares
|
$1.09 Million
0.5% of portfolio
|
Q2 2025
Added 2.12%
|
|
|
Bank Pictet & Cie (Asia) LTD
|
Jul 16, 2024 Q2 2024 |
1,439
shares
|
$1.09 Million
0.08% of portfolio
|
Q2 2024
Added 1.2%
|
|
|
Autus Asset Management, LLC
|
Jan 23, 2023 Q4 2022 |
1,434
shares
|
$1.08 Million
0.09% of portfolio
|
Q3 2022
Reduced 0.28%
|
|
|
First Command Bank
|
Jul 21, 2023 Q2 2023 |
1,432
shares
|
$1.08 Million
0.06% of portfolio
|
Q2 2023
Reduced 17.03%
|
|
|
First Command Financial Services, Inc.
|
Jul 21, 2023 Q2 2023 |
1,432
shares
|
$1.08 Million
0.06% of portfolio
|
Q2 2023
Reduced 17.03%
|
|
|
Meritage Portfolio Management
|
Jul 25, 2025 Q2 2025 |
1,432
shares
|
$1.08 Million
0.07% of portfolio
|
Q2 2025
Reduced 53.48%
|
|
|
Voya Financial Advisors, Inc.
Windsor, CT |
Aug 14, 2025 Q2 2025 |
1,430
shares
|
$1.08 Million
0.11% of portfolio
|
Q2 2025
Added 2.0%
|
|
|
Capasso Planning Partners LLC
Charleston, SC |
Aug 06, 2025 Q2 2025 |
1,429
shares
|
$1.08 Million
0.66% of portfolio
|
Q2 2025
Reduced 22.59%
|
|
|
Tabr Capital Management, LLC
Orange, CA |
Jul 17, 2025 Q2 2025 |
1,427
shares
|
$1.08 Million
0.95% of portfolio
|
Q2 2025
Added 0.07%
|
|
|
Paragon Capital Management LTD
|
Jul 16, 2025 Q2 2025 |
1,425
shares
|
$1.08 Million
0.21% of portfolio
|
Q2 2025
Added 0.14%
|
|
|
Eidelman Virant Capital
|
Oct 25, 2022 Q3 2022 |
1,425
shares
|
$1.08 Million
0.34% of portfolio
|
Q3 2022
Reduced 14.93%
|
|
|
Dividend Assets Capital, LLC
|
Aug 14, 2025 Q2 2025 |
1,424
shares
|
$1.08 Million
0.2% of portfolio
|
Q1 2025
Added 2.15%
|
|
|
Amplius Wealth Advisors, LLC
|
Aug 04, 2025 Q2 2025 |
1,424
shares
|
$1.08 Million
0.11% of portfolio
|
Q2 2025
Reduced 7.89%
|