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 |
|---|---|---|---|---|---|
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
Aug 14, 2025 Q2 2025 |
967
shares
|
$735,045
0.69% of portfolio
|
Q2 2025
Reduced 3.69%
|
|
|
Cavalier Investments, LLC
|
Jul 30, 2025 Q2 2025 |
966
shares
|
$734,285
0.24% of portfolio
|
Q4 2024
Reduced 97.03%
|
|
|
Regatta Capital Group, LLC
El Segundo, CA |
Jul 15, 2025 Q2 2025 |
966
shares
|
$734,285
0.14% of portfolio
|
Q2 2025
Added 5.11%
|
|
|
Bok Financial Private Wealth, Inc.
Denver, CO |
Aug 07, 2025 Q2 2025 |
966
shares
|
$734,285
0.05% of portfolio
|
Q2 2025
Added 72.5%
|
|
|
York Bridge Wealth Partners, LLC
|
Jan 26, 2023 Q4 2022 |
965
shares
|
$733,525
0.09% of portfolio
|
Q4 2022
Added 2.99%
|
|
|
Able Financial Group, LLC
Scottsdale, AZ |
Jul 14, 2025 Q2 2025 |
965
shares
|
$733,525
0.18% of portfolio
|
Q2 2025
Reduced 3.21%
|
|
|
Tarbox Family Office, Inc.
|
May 08, 2025 Q1 2025 |
964
shares
|
$732,765
0.13% of portfolio
|
Q4 2024
Reduced 0.41%
|
|
|
Tranquility Partners, LLC
|
Jul 25, 2025 Q2 2025 |
962
shares
|
$731,245
0.27% of portfolio
|
Q2 2025
Reduced 0.82%
|
|
|
Widmann Financial Services, Inc.
|
Aug 14, 2025 Q2 2025 |
961
shares
|
$730,484
0.53% of portfolio
|
Q2 2025
Added 0.52%
|
|
|
New World Advisors LLC
Hingham, MA |
Aug 12, 2025 Q2 2025 |
961
shares
|
$730,484
0.16% of portfolio
|
Q2 2025
Reduced 10.85%
|
|
|
Nebula Research & Development LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
961
shares
|
$730,484
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
M. Kraus & CO
|
Jul 24, 2025 Q2 2025 |
960
shares
|
$729,724
0.24% of portfolio
|
Q2 2025
Reduced 2.54%
|
|
|
Edmonds Duncan Registered Investment Advisors, LLC
|
Nov 13, 2024 Q3 2024 |
958
shares
|
$728,204
0.19% of portfolio
|
Q3 2024
Added 12.84%
|
|
|
Foster & Motley Inc
Cincinnati, OH |
Jul 29, 2025 Q2 2025 |
958
shares
|
$728,204
0.04% of portfolio
|
Q2 2025
Added 7.64%
|
|
|
Von Borstel & Associates, Inc.
The Dalles, OR |
Aug 11, 2025 Q2 2025 |
958
shares
|
$728,204
0.19% of portfolio
|
Q2 2025
Added 0.95%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Aug 06, 2025 Q2 2025 |
958
shares
|
$728,204
0.09% of portfolio
|
Q2 2025
Reduced 5.99%
|
|
|
Plotkin Financial Advisors, LLC
Chevy Chase, MD |
Aug 08, 2025 Q2 2025 |
954
shares
|
$725,164
0.41% of portfolio
|
Q3 2022
Reduced 24.53%
|
|
|
Tandem Wealth Advisors LLC
Phoenix, AZ |
Aug 14, 2025 Q2 2025 |
952
shares
|
$723,643
0.38% of portfolio
|
Q2 2025
Reduced 3.25%
|
|
|
Cribstone Capital Management, LLC
Augusta, ME |
Feb 14, 2023 Q4 2022 |
950
shares
|
$722,123
0.2% of portfolio
|
Q4 2022
Reduced 0.52%
|
|
|
Core First Bank & Trust
Topeka, KS |
Aug 13, 2025 Q2 2025 |
950
shares
|
$722,123
0.42% of portfolio
|
Q4 2024
Reduced 5.0%
|
|
|
Brewin Dolphin Wealth Management LTD
Conskleagh, Dublin, L2 |
Nov 14, 2022 Q2 2022 |
950
shares
|
$722,123
0.03% of portfolio
|
Q1 2021
Added 22.42%
|
|
|
Barlow Wealth Partners, Inc.
Louisville, KY |
Jul 29, 2025 Q2 2025 |
949
shares
|
$721,363
0.09% of portfolio
|
Q2 2025
Reduced 95.56%
|
|
|
Garrett Wealth Advisory Group, LLC
|
Apr 29, 2025 Q1 2025 |
947
shares
|
$719,843
0.18% of portfolio
|
Q1 2025
Added 0.53%
|
|
|
Hemington Wealth Management
|
Jul 24, 2025 Q2 2025 |
946
shares
|
$719,082
0.11% of portfolio
|
Q2 2025
Reduced 3.96%
|
|
|
Altiora Financial Group, LLC
Lebanon, OH |
Aug 08, 2025 Q2 2025 |
944
shares
|
$717,562
0.14% of portfolio
|
Q1 2025
Reduced 3.08%
|