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 4,399 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 $627 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Petix & Botte CO
|
May 13, 2025 Q1 2025 |
936
shares
|
$753,882
0.21% of portfolio
|
Q2 2024
Added 141.24%
|
|
|
Milestone Asset Management, LLC
Pittsburgh, PA |
Apr 09, 2025 Q1 2025 |
935
shares
|
$753,077
0.16% of portfolio
|
Q1 2025
Reduced 1.06%
|
|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
May 12, 2025 Q1 2025 |
934
shares
|
$752,271
0.0% of portfolio
|
Q1 2025
Reduced 36.64%
|
|
|
Total Clarity Wealth Management, Inc.
|
Apr 17, 2025 Q1 2025 |
933
shares
|
$751,466
0.27% of portfolio
|
Q4 2024
Reduced 9.59%
|
|
|
Motive Wealth Advisors
|
Jul 15, 2025 Q2 2025 |
932
shares
|
$750,660
0.33% of portfolio
|
Q2 2025
Added 10.3%
|
|
|
Rfp Financial Group LLC
Atlanta, GA |
Apr 22, 2025 Q1 2025 |
931
shares
|
$749,855
0.34% of portfolio
|
Q1 2025
Reduced 22.16%
|
|
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
May 15, 2025 Q1 2025 |
931
shares
|
$749,855
0.36% of portfolio
|
Q1 2025
Added 0.43%
|
|
|
Richelieu Gestion PLC
|
Apr 15, 2024 Q1 2024 |
929
shares
|
$748,244
0.74% of portfolio
|
Q1 2024
Added 59.62%
|
|
|
Centurion Wealth Management LLC
Mclean, VA |
Jul 07, 2025 Q2 2025 |
928
shares
|
$747,439
0.21% of portfolio
|
Q2 2025
Reduced 5.31%
|
|
|
Baron Silver Stevens Financial Advisors, LLC
|
Jul 17, 2025 Q2 2025 |
927
shares
|
$746,633
0.12% of portfolio
|
Q2 2025
Added 5.58%
|
|
|
Eaton Financial Holdings Company, LLC
Coral Springs, FL |
Jul 15, 2025 Q2 2025 |
925
shares
|
$745,022
0.22% of portfolio
|
Q2 2025
New holding
|
|
|
Alhambra Investment Partners LLC
|
Jul 15, 2025 Q2 2025 |
924
shares
|
$744,217
0.36% of portfolio
|
Q2 2025
Added 92.9%
|
|
|
Claris Financial LLC
Glen Allen, VA |
Jun 17, 2025 Q1 2025 |
924
shares
|
$744,217
0.54% of portfolio
|
Q4 2024
New holding
|
|
|
Prw Wealth Management LLC
|
Nov 01, 2023 Q3 2023 |
923
shares
|
$743,411
0.19% of portfolio
|
Q3 2023
Reduced 5.53%
|
|
|
Mach 1 Financial Group, LLC
Bentonville, AR |
May 14, 2025 Q1 2025 |
923
shares
|
$743,411
0.27% of portfolio
|
Q1 2025
Added 88.37%
|
|
|
My Legacy Advisors, LLC
|
Jul 11, 2025 Q2 2025 |
922
shares
|
$742,606
0.27% of portfolio
|
Q2 2025
Added 65.23%
|
|
|
Convergence Investment Partners, LLC
|
May 06, 2025 Q1 2025 |
920
shares
|
$740,995
0.22% of portfolio
|
Q1 2025
Reduced 20.83%
|
|
|
Edge Rock Capital LLC
|
Jul 16, 2025 Q2 2025 |
917
shares
|
$738,579
0.29% of portfolio
|
Q2 2025
New holding
|
|
|
First United Bank & Trust
|
Jul 18, 2025 Q2 2025 |
916
shares
|
$737,773
0.26% of portfolio
|
Q2 2025
Reduced 1.08%
|
|
|
Greystone Financial Group, LLC
|
Apr 14, 2025 Q1 2025 |
916
shares
|
$737,773
0.14% of portfolio
|
Q1 2025
Added 7.13%
|
|
|
Security National Bank Of So Dak
Sioux City, IA |
Apr 29, 2025 Q1 2025 |
916
shares
|
$737,773
0.46% of portfolio
|
Q1 2025
Added 14.5%
|
|
|
One Ascent Family Office, LLC
Birmingham, AL |
May 05, 2025 Q1 2025 |
916
shares
|
$737,773
0.7% of portfolio
|
Q1 2025
Added 112.53%
|
|
|
Core Wealth Partners LLC
Santa Rosa, CA |
May 12, 2025 Q1 2025 |
915
shares
|
$736,968
0.44% of portfolio
|
Q1 2025
Added 18.22%
|
|
|
Centerline Wealth Advisors, LLC
Louisville, KY |
Jul 15, 2025 Q2 2025 |
915
shares
|
$736,968
0.35% of portfolio
|
Q2 2025
Reduced 0.44%
|
|
|
Values Added Financial LLC
Washington, DC |
Jul 23, 2025 Q2 2025 |
914
shares
|
$736,163
0.35% of portfolio
|
Q2 2025
Added 3.16%
|