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 4,398 institutions that hold shares in the stock, with a total of 807 Million shares, which have been reported (via 13F filing form) to have a value of $650 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Tarbox Family Office, Inc.
|
May 08, 2025 Q1 2025 |
964
shares
|
$776,434
0.13% of portfolio
|
Q4 2024
Reduced 0.41%
|
|
|
Gateway Wealth Partners, LLC
Appleton, WI |
Apr 30, 2025 Q1 2025 |
964
shares
|
$776,434
0.18% of portfolio
|
Q1 2025
Reduced 1.23%
|
|
|
M. Kraus & CO
|
Jul 24, 2025 Q2 2025 |
960
shares
|
$773,212
0.24% of portfolio
|
Q2 2025
Reduced 2.54%
|
|
|
Edmonds Duncan Registered Investment Advisors, LLC
|
Nov 13, 2024 Q3 2024 |
958
shares
|
$771,601
0.19% of portfolio
|
Q3 2024
Added 12.84%
|
|
|
Paulson Wealth Management Inc.
|
May 12, 2025 Q1 2025 |
958
shares
|
$771,601
0.22% of portfolio
|
Q1 2025
Reduced 12.83%
|
|
|
Widmann Financial Services, Inc.
|
May 14, 2025 Q1 2025 |
956
shares
|
$769,991
0.62% of portfolio
|
Q3 2024
Reduced 0.83%
|
|
|
Riverstone Advisors, LLC
|
Apr 25, 2025 Q1 2025 |
955
shares
|
$769,185
0.47% of portfolio
|
Q1 2025
Reduced 29.52%
|
|
|
Plotkin Financial Advisors, LLC
Chevy Chase, MD |
May 15, 2025 Q1 2025 |
954
shares
|
$768,380
0.48% of portfolio
|
Q3 2022
Reduced 24.53%
|
|
|
Manchester Financial Inc
|
May 13, 2025 Q1 2025 |
951
shares
|
$765,963
0.19% of portfolio
|
Q1 2025
Added 46.53%
|
|
|
American Trust Investment Advisors, LLC
|
May 15, 2025 Q1 2025 |
950
shares
|
$765,158
0.36% of portfolio
|
Q1 2025
Added 0.21%
|
|
|
Cribstone Capital Management, LLC
Augusta, ME |
Feb 14, 2023 Q4 2022 |
950
shares
|
$765,158
0.2% of portfolio
|
Q4 2022
Reduced 0.52%
|
|
|
Core First Bank & Trust
Topeka, KS |
Apr 29, 2025 Q1 2025 |
950
shares
|
$765,158
0.51% of portfolio
|
Q4 2024
Reduced 5.0%
|
|
|
Brewin Dolphin Wealth Management LTD
Conskleagh, Dublin, L2 |
Nov 14, 2022 Q2 2022 |
950
shares
|
$765,158
0.03% of portfolio
|
Q1 2021
Added 22.42%
|
|
|
Von Borstel & Associates, Inc.
The Dalles, OR |
Apr 29, 2025 Q1 2025 |
949
shares
|
$764,353
0.23% of portfolio
|
Q1 2025
Reduced 1.04%
|
|
|
Y.D. More Investments LTD
Ramat Gan, L3 |
May 12, 2025 Q1 2025 |
948
shares
|
$763,547
0.06% of portfolio
|
Q1 2025
Added 454.39%
|
|
|
Garrett Wealth Advisory Group, LLC
|
Apr 29, 2025 Q1 2025 |
947
shares
|
$762,742
0.18% of portfolio
|
Q1 2025
Added 0.53%
|
|
|
Chokshi & Queen Wealth Advisors, Inc
San Diego, CA |
May 20, 2025 Q1 2025 |
946
shares
|
$761,936
0.48% of portfolio
|
Q1 2025
Reduced 1.46%
|
|
|
Mathes Company, Inc.
|
May 01, 2025 Q1 2025 |
945
shares
|
$761,131
0.32% of portfolio
|
Q1 2025
Added 68.75%
|
|
|
Oxbow Advisors, LLC
Corpus Christi, TX |
May 01, 2025 Q1 2025 |
945
shares
|
$761,131
0.1% of portfolio
|
Q4 2024
Reduced 13.46%
|
|
|
Altiora Financial Group, LLC
Lebanon, OH |
May 08, 2025 Q1 2025 |
944
shares
|
$760,325
0.17% of portfolio
|
Q1 2025
Reduced 3.08%
|
|
|
Ramirez Asset Management, Inc.
New York, NY |
Jul 24, 2025 Q2 2025 |
942
shares
|
$758,715
0.11% of portfolio
|
Q1 2025
New holding
|
|
|
Copperleaf Capital, LLC
Raleigh, NC |
May 14, 2025 Q1 2025 |
941
shares
|
$757,909
0.63% of portfolio
|
Q1 2025
New holding
|
|
|
Mount Vernon Associates Inc
|
Jul 22, 2025 Q2 2025 |
940
shares
|
$757,104
0.55% of portfolio
|
Q3 2024
Added 74.07%
|
|
|
Colonial River Wealth Management, LLC
Midlothian, VA |
Jul 15, 2025 Q2 2025 |
940
shares
|
$757,104
0.34% of portfolio
|
Q2 2025
Added 5.86%
|
|
|
Strategic Financial Concepts, LLC
San Antonio, TX |
Apr 28, 2025 Q1 2025 |
938
shares
|
$755,493
0.15% of portfolio
|
Q1 2025
Added 4.34%
|