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 |
|---|---|---|---|---|---|
|
Fny Investment Advisers, LLC
|
Jul 30, 2025 Q2 2025 |
1,138
shares
|
$859,133
0.37% of portfolio
|
Q2 2025
Added 441.9%
|
|
|
Private Ocean, LLC
|
Jul 30, 2024 Q2 2024 |
1,138
shares
|
$859,133
0.1% of portfolio
|
Q2 2024
Added 4.21%
|
|
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
Aug 11, 2025 Q2 2025 |
1,138
shares
|
$859,133
0.31% of portfolio
|
Q2 2025
Added 13.12%
|
|
|
Clearwater Capital Advisors, LLC
|
Aug 12, 2025 Q2 2025 |
1,134
shares
|
$856,113
0.09% of portfolio
|
Q2 2025
Added 0.53%
|
|
|
Vantage Point Financial LLC
Lisle, IL |
Jul 24, 2025 Q2 2025 |
1,132
shares
|
$854,603
0.39% of portfolio
|
Q2 2025
Reduced 8.19%
|
|
|
Amarillo National Bank
|
Jul 16, 2025 Q2 2025 |
1,131
shares
|
$853,848
0.16% of portfolio
|
Q1 2025
Reduced 77.86%
|
|
|
Tributary Capital Management, LLC
|
Jul 30, 2025 Q2 2025 |
1,130
shares
|
$853,093
0.08% of portfolio
|
Q2 2025
Reduced 2.59%
|
|
|
Ariadne Wealth Management, LP
Santa Barbara, CA |
Aug 14, 2025 Q2 2025 |
1,130
shares
|
$853,093
0.36% of portfolio
|
Q2 2025
Reduced 7.6%
|
|
|
Quantamental Technologies LLC
White Plains, NY |
Nov 14, 2023 Q3 2023 |
1,128
shares
|
$851,583
0.57% of portfolio
|
Q3 2023
New holding
|
|
|
Peloton Wealth Strategists
Indianapolis, IN |
Aug 13, 2025 Q2 2025 |
1,127
shares
|
$850,828
0.36% of portfolio
|
Q2 2025
Added 1.44%
|
|
|
Tran Capital Management, L.P.
|
Jul 14, 2025 Q2 2025 |
1,126
shares
|
$850,073
0.12% of portfolio
|
Q4 2024
Reduced 58.81%
|
|
|
Robinson Smith Wealth Advisors LLC
Portland, ME |
Aug 05, 2025 Q2 2025 |
1,126
shares
|
$850,073
0.7% of portfolio
|
Q2 2025
Added 1.9%
|
|
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
Jul 14, 2025 Q2 2025 |
1,126
shares
|
$850,073
0.4% of portfolio
|
Q4 2024
Reduced 2.26%
|
|
|
Paulson Wealth Management Inc.
|
Aug 06, 2025 Q2 2025 |
1,125
shares
|
$849,318
0.23% of portfolio
|
Q2 2025
Added 17.43%
|
|
|
Agh Wealth Advisors, LLC
Wichita, KS |
Aug 05, 2025 Q2 2025 |
1,125
shares
|
$849,318
0.72% of portfolio
|
Q2 2025
Added 3.88%
|
|
|
Key Client Fiduciary Advisors, LLC
|
Jul 09, 2025 Q2 2025 |
1,123
shares
|
$847,808
0.4% of portfolio
|
Q2 2025
Added 4.66%
|
|
|
Warner Financial, Inc
Bethesda, MD |
Jul 21, 2025 Q2 2025 |
1,123
shares
|
$847,808
0.36% of portfolio
|
Q1 2025
Added 129.18%
|
|
|
Monterey Private Wealth, Inc.
|
May 14, 2025 Q1 2025 |
1,122
shares
|
$847,053
0.27% of portfolio
|
Q1 2025
Reduced 8.85%
|
|
|
Abel Hall, LLC
Baton Rouge, LA |
Jul 23, 2025 Q2 2025 |
1,121
shares
|
$846,298
0.4% of portfolio
|
Q2 2025
Added 25.96%
|
|
|
Salomon & Ludwin, LLC
|
Jul 29, 2025 Q2 2025 |
1,119
shares
|
$844,789
0.09% of portfolio
|
Q2 2025
Reduced 1.84%
|
|
|
Dock Street Asset Management Inc
|
Jul 28, 2025 Q2 2025 |
1,118
shares
|
$844,034
0.09% of portfolio
|
Q1 2025
Reduced 2.95%
|
|
|
Lex Aurum Advisors, LLC
|
Jul 17, 2025 Q2 2025 |
1,118
shares
|
$844,034
0.15% of portfolio
|
Q2 2025
Reduced 3.54%
|
|
|
New Wave Wealth Advisors LLC
Springdale, AR |
Jul 18, 2025 Q2 2025 |
1,118
shares
|
$844,034
0.37% of portfolio
|
Q2 2025
Reduced 9.77%
|
|
|
World Equity Group, Inc.
Schaumburg, IL |
Jul 15, 2025 Q2 2025 |
1,117
shares
|
$843,279
0.24% of portfolio
|
Q2 2025
Added 0.36%
|
|
|
Jsf Financial, LLC
|
Jul 22, 2025 Q2 2025 |
1,116
shares
|
$842,524
0.21% of portfolio
|
Q2 2025
Added 12.61%
|