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 |
|---|---|---|---|---|---|
|
Bank Plus Wealth Management LLC
Jackson, MS |
Jul 16, 2025 Q2 2025 |
1,006
shares
|
$764,690
0.52% of portfolio
|
Q2 2025
Added 2.55%
|
|
|
Atwater Malick LLC
|
Jul 21, 2025 Q2 2025 |
1,005
shares
|
$763,930
0.25% of portfolio
|
Q1 2025
Reduced 1.95%
|
|
|
Summit Wealth & Retirement Planning, Inc.
|
Aug 06, 2025 Q2 2025 |
1,004
shares
|
$763,170
0.22% of portfolio
|
Q2 2025
Added 67.89%
|
|
|
Allred Capital Management, LLC
Dallas, TX |
Aug 14, 2025 Q2 2025 |
1,000
shares
|
$760,130
0.3% of portfolio
|
Q2 2025
Reduced 4.85%
|
|
|
Promethium Advisors,Llc
Bethesda, MD |
Aug 11, 2025 Q2 2025 |
1,000
shares
|
$760,130
0.47% of portfolio
|
Q3 2024
New holding
|
|
|
Capital Insight Partners, LLC
|
Jul 17, 2025 Q2 2025 |
999
shares
|
$759,369
0.14% of portfolio
|
Q2 2025
Reduced 1.87%
|
|
|
Bingham Private Wealth, LLC
San Francisco, CA |
Jul 23, 2025 Q2 2025 |
998
shares
|
$758,609
0.74% of portfolio
|
Q2 2025
Added 0.81%
|
|
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
Aug 06, 2025 Q2 2025 |
997
shares
|
$757,849
0.19% of portfolio
|
Q1 2025
Added 4.62%
|
|
|
Sanford Advisory Services, LLC
|
Feb 07, 2023 Q4 2022 |
995
shares
|
$756,329
0.09% of portfolio
|
Q2 2021
New holding
|
|
|
Palumbo Wealth Management LLC
Great Neck, NY |
Jul 15, 2025 Q2 2025 |
993
shares
|
$754,809
0.25% of portfolio
|
Q2 2025
Added 99.8%
|
|
|
Flynn Zito Capital Management, LLC
|
Aug 05, 2025 Q2 2025 |
991
shares
|
$753,288
0.35% of portfolio
|
Q2 2025
Added 188.08%
|
|
|
Prudent Man Advisors, LLC
|
Jul 31, 2025 Q2 2025 |
985
shares
|
$748,728
0.25% of portfolio
|
Q2 2025
Added 28.26%
|
|
|
Falcon Wealth Planning
|
Jul 16, 2025 Q2 2025 |
984
shares
|
$747,967
0.09% of portfolio
|
Q2 2025
Added 1.65%
|
|
|
Seneca House Advisors
|
Jul 09, 2025 Q2 2025 |
980
shares
|
$744,927
0.34% of portfolio
|
Q2 2025
Reduced 11.95%
|
|
|
Financial Management Professionals, Inc.
|
Jul 15, 2025 Q2 2025 |
979
shares
|
$744,167
0.09% of portfolio
|
Q2 2025
Added 0.51%
|
|
|
Reliant Investment Management, LLC
|
Jul 30, 2025 Q2 2025 |
979
shares
|
$744,167
0.35% of portfolio
|
Q2 2025
Reduced 2.2%
|
|
|
O'Brien Greene & Co. Inc
Media, PA |
Aug 06, 2025 Q2 2025 |
979
shares
|
$744,167
0.26% of portfolio
|
Q2 2025
Reduced 0.31%
|
|
|
Signature Wealth Management Partners, LLC
|
Jul 21, 2025 Q2 2025 |
978
shares
|
$743,407
0.44% of portfolio
|
Q2 2025
Added 25.22%
|
|
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
Jul 24, 2025 Q2 2025 |
978
shares
|
$743,407
0.07% of portfolio
|
Q2 2025
Added 0.72%
|
|
|
Wc Walker & Associates, Inc.
|
Feb 23, 2023 Q4 2022 |
976
shares
|
$741,886
0.2% of portfolio
|
Q4 2022
Added 10.53%
|
|
|
Y.D. More Investments LTD
Ramat Gan, L3 |
Aug 11, 2025 Q2 2025 |
975
shares
|
$741,126
0.05% of portfolio
|
Q2 2025
Added 2.85%
|
|
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
Jul 08, 2025 Q2 2025 |
974
shares
|
$740,366
0.36% of portfolio
|
Q2 2025
Added 12.6%
|
|
|
Pro Vise Management Group, LLC
Clearwater, FL |
Aug 08, 2025 Q2 2025 |
974
shares
|
$740,366
0.06% of portfolio
|
Q2 2025
Added 0.62%
|
|
|
Accel Wealth Management
|
Jul 21, 2025 Q2 2025 |
971
shares
|
$738,086
0.26% of portfolio
|
Q2 2025
Reduced 1.52%
|
|
|
Total Clarity Wealth Management, Inc.
|
Jul 25, 2025 Q2 2025 |
969
shares
|
$736,565
0.23% of portfolio
|
Q2 2025
Added 3.86%
|