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 |
|---|---|---|---|---|---|
|
Uma Financial Services, Inc.
|
Jul 11, 2025 Q2 2025 |
1,024
shares
|
$778,373
0.13% of portfolio
|
Q2 2025
Reduced 26.65%
|
|
|
Legacy Trust
Grand Rapids, MI |
Jul 22, 2025 Q2 2025 |
1,024
shares
|
$778,373
0.2% of portfolio
|
Q2 2025
Reduced 11.5%
|
|
|
Waterway Wealth Management, LLC
The Woodlands, TX |
Aug 14, 2025 Q2 2025 |
1,024
shares
|
$778,373
0.24% of portfolio
|
Q2 2025
Added 83.84%
|
|
|
Stillwater Investment Management, LLC
|
Apr 05, 2023 Q1 2023 |
1,022
shares
|
$776,852
0.09% of portfolio
|
Q1 2023
Added 0.2%
|
|
|
Avantra Family Wealth, Inc.
Mechanicsburg, PA |
Jul 23, 2025 Q2 2025 |
1,022
shares
|
$776,852
0.66% of portfolio
|
Q2 2025
Reduced 19.08%
|
|
|
Emerald Advisors, LLC
|
Jul 17, 2025 Q2 2025 |
1,021
shares
|
$776,092
0.1% of portfolio
|
Q2 2025
Added 60.79%
|
|
|
Susquehanna International Group Ltd.
Dublin, L2 |
Nov 14, 2024 Q3 2024 |
1,021
shares
|
$776,092
0.23% of portfolio
|
Q3 2024
New holding
|
|
|
Alexander Labrunerie & Co., Inc.
Columbia, MO |
Aug 01, 2025 Q2 2025 |
1,021
shares
|
$776,092
0.33% of portfolio
|
Q2 2025
Added 1.09%
|
|
|
Aletheian Wealth Advisors LLC
|
Jul 07, 2025 Q2 2025 |
1,020
shares
|
$775,332
0.41% of portfolio
|
Q2 2025
Reduced 9.01%
|
|
|
Donald L. Hagan, LLC
|
Jul 18, 2025 Q2 2025 |
1,020
shares
|
$775,332
0.45% of portfolio
|
Q4 2021
Added 2.0%
|
|
|
Long Island Wealth Management, Inc.
Melville, NY |
Aug 12, 2025 Q2 2025 |
1,020
shares
|
$775,332
0.41% of portfolio
|
Q2 2025
Reduced 0.49%
|
|
|
Aspen Investment Management Inc
Grand Rapids, MI |
Aug 11, 2025 Q2 2025 |
1,017
shares
|
$773,052
0.33% of portfolio
|
Q2 2025
Added 4.52%
|
|
|
Copperleaf Capital, LLC
Raleigh, NC |
Aug 11, 2025 Q2 2025 |
1,016
shares
|
$772,292
0.57% of portfolio
|
Q2 2025
Added 7.97%
|
|
|
Florida Financial Advisors, LLC
Tampa, FL |
Aug 14, 2025 Q2 2025 |
1,016
shares
|
$772,292
0.57% of portfolio
|
Q2 2025
Reduced 10.53%
|
|
|
Dogwood Wealth Management LLC
Lenexa, KS |
Jul 18, 2025 Q2 2025 |
1,016
shares
|
$772,292
0.39% of portfolio
|
Q2 2025
Added 6.39%
|
|
|
Concorde Asset Management, LLC
|
May 15, 2025 Q1 2025 |
1,015
shares
|
$771,531
0.46% of portfolio
|
Q1 2025
Added 12.78%
|
|
|
Curat Global, LLC
Springfield, NH |
Aug 01, 2025 Q2 2025 |
1,015
shares
|
$771,531
1.02% of portfolio
|
Q1 2025
New holding
|
|
|
Eads & Heald Wealth Management
|
Jul 22, 2025 Q2 2025 |
1,013
shares
|
$770,011
0.39% of portfolio
|
Q2 2025
Reduced 5.5%
|
|
|
Wj Wealth Management, LLC
|
Jul 28, 2025 Q2 2025 |
1,012
shares
|
$769,251
0.29% of portfolio
|
Q1 2025
Reduced 7.33%
|
|
|
Financial Partners Group, Inc
Overland Park, KS |
Jul 15, 2025 Q2 2025 |
1,012
shares
|
$769,251
0.11% of portfolio
|
Q2 2025
Added 0.9%
|
|
|
Partners Capital Investment Group, LLP
Boston, MA |
Aug 14, 2025 Q2 2025 |
1,012
shares
|
$769,251
0.03% of portfolio
|
Q2 2025
Reduced 49.9%
|
|
|
Jackson Hole Capital Partners, LLC
|
Jul 31, 2025 Q2 2025 |
1,011
shares
|
$768,491
0.15% of portfolio
|
Q2 2025
Reduced 4.26%
|
|
|
Wayfinding Financial, LLC
Lynnwood, WA |
Aug 12, 2025 Q2 2025 |
1,011
shares
|
$768,491
0.35% of portfolio
|
Q2 2025
Reduced 3.44%
|
|
|
Drucker Wealth 3.0, LLC
Woodcliff Lake, NJ |
Jul 24, 2025 Q2 2025 |
1,010
shares
|
$767,731
0.15% of portfolio
|
Q2 2025
Added 36.86%
|
|
|
Tilia Fiduciary Partners, Inc.
|
Jul 21, 2025 Q2 2025 |
1,006
shares
|
$764,690
0.49% of portfolio
|
Q4 2024
Reduced 4.37%
|