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 4,446 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 $594 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
Aug 11, 2025 Q2 2025 |
1,237
shares
|
$933,873
0.58% of portfolio
|
Q2 2025
Reduced 0.24%
|
|
|
Pacific Point Advisors, LLC
Rancho Santa Fe, CA |
Jul 18, 2025 Q2 2025 |
1,235
shares
|
$932,363
0.52% of portfolio
|
Q4 2024
New holding
|
|
|
Ss&H Financial Advisors, Inc.
|
Aug 05, 2025 Q2 2025 |
1,234
shares
|
$931,608
0.33% of portfolio
|
Q2 2025
Added 8.82%
|
|
|
Baxter Bros Inc
|
Jul 23, 2025 Q2 2025 |
1,234
shares
|
$931,608
0.12% of portfolio
|
Q2 2025
Reduced 42.71%
|
|
|
Riverwater Partners LLC
|
Jul 31, 2025 Q2 2025 |
1,234
shares
|
$931,608
0.53% of portfolio
|
Q2 2025
Added 2.75%
|
|
|
Insight Advisors, LLC
Newtown, PA |
Jul 30, 2025 Q2 2025 |
1,234
shares
|
$931,608
0.25% of portfolio
|
Q2 2025
Added 11.47%
|
|
|
Stillwater Capital Advisors, LLC
|
Jul 16, 2025 Q2 2025 |
1,231
shares
|
$929,343
0.13% of portfolio
|
Q2 2025
Reduced 5.38%
|
|
|
Prentice Wealth Management LLC
|
Jul 30, 2025 Q2 2025 |
1,230
shares
|
$928,588
0.26% of portfolio
|
Q1 2025
Added 1.99%
|
|
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
1,230
shares
|
$928,588
0.2% of portfolio
|
Q2 2025
Reduced 2.69%
|
|
|
Lathrop Investment Management Corp
|
Aug 04, 2025 Q2 2025 |
1,228
shares
|
$927,078
0.18% of portfolio
|
Q2 2025
Added 6.97%
|
|
|
Gateway Advisory, LLC
Westfield, NJ |
Nov 14, 2024 Q3 2024 |
1,228
shares
|
$927,078
0.19% of portfolio
|
Q3 2024
Reduced 2.69%
|
|
|
Wealth Management Strategies, Inc.
Pittsburgh, PA |
May 15, 2025 Q1 2025 |
1,228
shares
|
$927,078
0.7% of portfolio
|
Q1 2025
Added 0.16%
|
|
|
National Wealth Management Group, LLC
Cincinnati, OH |
May 15, 2025 Q1 2025 |
1,226
shares
|
$925,568
0.67% of portfolio
|
Q1 2025
Added 276.07%
|
|
|
Richard W. Paul & Associates, LLC
Novi, MI |
Aug 12, 2025 Q2 2025 |
1,225
shares
|
$924,813
0.35% of portfolio
|
Q2 2025
Added 5.24%
|
|
|
Richmond Investment Services, LLC
Mequon, WI |
Aug 12, 2025 Q2 2025 |
1,224
shares
|
$924,058
0.2% of portfolio
|
Q2 2025
Added 122.95%
|
|
|
Up Strategic Wealth Investment Advisors LLC
Pittsburgh, PA |
Aug 12, 2025 Q2 2025 |
1,223
shares
|
$923,303
0.74% of portfolio
|
Q2 2025
Added 1.66%
|
|
|
Mosley Wealth Management
Anaheim, CA |
Feb 11, 2025 Q4 2024 |
1,223
shares
|
$923,303
0.61% of portfolio
|
Q4 2024
Added 15.05%
|
|
|
Altrius Capital Management Inc
New Bern, NC |
Aug 06, 2025 Q2 2025 |
1,221
shares
|
$921,793
0.23% of portfolio
|
Q2 2025
Reduced 1.37%
|
|
|
44 Wealth Management LLC
|
Aug 14, 2025 Q2 2025 |
1,219
shares
|
$920,284
0.34% of portfolio
|
Q2 2025
Reduced 24.43%
|
|
|
Ocean Capital Management, LLC
|
Aug 04, 2025 Q2 2025 |
1,219
shares
|
$920,284
0.21% of portfolio
|
Q2 2025
Added 0.08%
|
|
|
Index Fund Advisors, Inc.
|
Jul 25, 2025 Q2 2025 |
1,218
shares
|
$919,529
0.06% of portfolio
|
Q2 2025
Added 159.7%
|
|
|
Lattice Capital Management, LLC
|
Jul 23, 2025 Q2 2025 |
1,218
shares
|
$919,529
1.13% of portfolio
|
Q2 2025
Added 19.65%
|
|
|
V Wealth Advisors LLC
|
Nov 15, 2023 Q3 2023 |
1,217
shares
|
$918,774
0.53% of portfolio
|
Q3 2023
Reduced 58.87%
|
|
|
Pointe Capital Management LLC
|
Aug 05, 2025 Q2 2025 |
1,215
shares
|
$917,264
0.5% of portfolio
|
Q2 2025
Added 1.59%
|
|
|
Rothschild Capital Partners, LLC
New York, NY |
Jul 30, 2025 Q2 2025 |
1,214
shares
|
$916,509
0.26% of portfolio
|
Q1 2025
Added 23.37%
|