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 |
---|---|---|---|---|---|
Register Financial Advisors LLC
Atlanta, GA |
Jul 16, 2025 Q2 2025 |
1,211
shares
|
$914,244
0.41% of portfolio
|
Q2 2025
Added 22.32%
|
|
Five Oceans Advisors
|
Jul 16, 2025 Q2 2025 |
1,210
shares
|
$913,489
0.46% of portfolio
|
Q2 2025
Reduced 3.51%
|
|
Security Financial Services, Inc.
|
Aug 08, 2025 Q2 2025 |
1,210
shares
|
$913,489
0.18% of portfolio
|
Q2 2025
Added 1.26%
|
|
Cfc Planning CO LLC
Cicero, IN |
Aug 12, 2025 Q2 2025 |
1,209
shares
|
$912,734
0.89% of portfolio
|
Q2 2025
Added 0.08%
|
|
Heritage Investors Management Corp
|
Aug 04, 2025 Q2 2025 |
1,204
shares
|
$908,959
0.03% of portfolio
|
Q2 2025
Reduced 7.24%
|
|
Smith Chas P & Associates Pa Cpas
|
Jul 17, 2025 Q2 2025 |
1,203
shares
|
$908,204
0.05% of portfolio
|
Q2 2025
Reduced 10.69%
|
|
First Western Trust Bank
Denver, CO |
Aug 08, 2025 Q2 2025 |
1,203
shares
|
$908,204
0.04% of portfolio
|
Q2 2025
Reduced 14.13%
|
|
Financial Life Planners
Tempe, AZ |
Aug 08, 2025 Q2 2025 |
1,202
shares
|
$907,449
0.76% of portfolio
|
Q2 2025
Reduced 18.95%
|
|
Hummer Financial Advisory Services Inc
|
Jul 09, 2025 Q2 2025 |
1,200
shares
|
$905,940
0.73% of portfolio
|
Q2 2025
Added 0.33%
|
|
Black Swift Group, LLC
Boulder, CO |
Aug 06, 2025 Q2 2025 |
1,200
shares
|
$905,940
0.2% of portfolio
|
Q2 2025
Reduced 36.74%
|
|
Joel Adams & Associates, Inc.
Asheville, NC |
Jul 25, 2025 Q2 2025 |
1,199
shares
|
$905,185
0.83% of portfolio
|
Q4 2024
New holding
|
|
Triad Financial Advisors, Inc.
Greensboro, NC |
Nov 02, 2023 Q3 2023 |
1,196
shares
|
$902,920
0.24% of portfolio
|
Q3 2023
Added 6.5%
|
|
V. M. Manning & Co., Inc.
Greenville, SC |
Sep 04, 2025 Q2 2025 |
1,195
shares
|
$902,165
0.97% of portfolio
|
Q2 2025
New holding
|
|
Shelton Wealth Management, LLC
|
Jul 11, 2025 Q2 2025 |
1,194
shares
|
$901,410
0.46% of portfolio
|
Q2 2025
Reduced 1.32%
|
|
Briaud Financial Planning, Inc
College Station, TX |
Jul 30, 2025 Q2 2025 |
1,194
shares
|
$901,410
0.37% of portfolio
|
Q4 2024
Added 717.81%
|
|
Raleigh Capital Management Inc.
Cary, NC |
Jul 17, 2025 Q2 2025 |
1,194
shares
|
$901,410
0.41% of portfolio
|
Q2 2025
Added 15.92%
|
|
Cnb Bank
Clearfield, PA |
Jul 31, 2025 Q2 2025 |
1,192
shares
|
$899,900
0.45% of portfolio
|
Q2 2025
Reduced 5.85%
|
|
Opal Wealth Advisors, LLC
Jericho, NY |
Jul 14, 2025 Q2 2025 |
1,191
shares
|
$899,145
0.27% of portfolio
|
Q2 2025
Added 23.68%
|
|
Potentia Wealth
San Jose, CA |
Aug 14, 2025 Q2 2025 |
1,190
shares
|
$898,390
0.53% of portfolio
|
Q2 2025
Reduced 0.67%
|
|
Org Wealth Partners, LLC
Dallas, TX |
Jul 16, 2025 Q2 2025 |
1,188
shares
|
$896,880
0.4% of portfolio
|
Q2 2025
Added 10.0%
|
|
Wealth Management Partners, LLC
|
Jul 11, 2025 Q2 2025 |
1,187
shares
|
$896,125
0.37% of portfolio
|
Q2 2025
Reduced 4.81%
|
|
Verus Capital Partners, LLC
Scottsdale, AZ |
Aug 07, 2025 Q2 2025 |
1,183
shares
|
$893,105
0.08% of portfolio
|
Q2 2025
Reduced 12.82%
|
|
Sunpointe, LLC
St. Louis, MO |
Jul 09, 2025 Q2 2025 |
1,183
shares
|
$893,105
0.37% of portfolio
|
Q2 2025
Added 14.85%
|
|
Catalina Capital Group, LLC
Torrance, CA |
Jul 21, 2025 Q2 2025 |
1,183
shares
|
$893,105
0.61% of portfolio
|
Q2 2025
Reduced 26.15%
|
|
Mindset Wealth Management, LLC
Indianapolis, IN |
Aug 11, 2025 Q2 2025 |
1,180
shares
|
$890,841
0.3% of portfolio
|
Q2 2025
Reduced 2.64%
|