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 |
|---|---|---|---|---|---|
|
Davidson Trust CO
|
Apr 28, 2025 Q1 2025 |
855
shares
|
$663,856
0.34% of portfolio
|
Q1 2025
Added 59.81%
|
|
|
Gem Asset Management, LLC
Plymouth, MI |
Jul 09, 2025 Q2 2025 |
854
shares
|
$663,079
0.34% of portfolio
|
Q2 2025
Reduced 6.26%
|
|
|
Summit Financial Wealth Advisors, LLC
|
May 14, 2025 Q1 2025 |
852
shares
|
$661,526
0.14% of portfolio
|
Q1 2025
Reduced 2.96%
|
|
|
Knights Of Columbus Asset Advisors LLC
New Haven, CT |
Jul 22, 2025 Q2 2025 |
852
shares
|
$661,526
0.04% of portfolio
|
Q2 2025
Reduced 2.07%
|
|
|
Greenwood Gearhart Inc
Fayetteville, AR |
May 05, 2025 Q1 2025 |
852
shares
|
$661,526
0.05% of portfolio
|
Q1 2025
Reduced 1.27%
|
|
|
Northwest Wealth Management, LLC
|
Jul 17, 2025 Q2 2025 |
851
shares
|
$660,750
0.12% of portfolio
|
Q2 2025
Reduced 30.47%
|
|
|
City Center Advisors, LLC
Troy, MI |
Jul 02, 2025 Q2 2025 |
850
shares
|
$659,974
0.71% of portfolio
|
Q2 2025
Added 3.03%
|
|
|
Baltimore Washington Financial Advisors, Inc.
|
May 14, 2025 Q1 2025 |
849
shares
|
$659,197
0.04% of portfolio
|
Q1 2025
Added 2.04%
|
|
|
Main Line Retirement Advisors, LLC
Radnor, PA |
Jul 14, 2025 Q2 2025 |
849
shares
|
$659,197
0.44% of portfolio
|
Q2 2025
Added 2.54%
|
|
|
Fiduciary Financial Group, LLC
San Rafael, CA |
Jul 02, 2025 Q2 2025 |
849
shares
|
$659,197
0.12% of portfolio
|
Q2 2025
Added 7.74%
|
|
|
Mbe Wealth Management, LLC
|
Jul 16, 2025 Q2 2025 |
847
shares
|
$657,644
0.32% of portfolio
|
Q2 2025
Added 2.79%
|
|
|
Investment Advisory Group, LLC
|
Apr 14, 2025 Q1 2025 |
846
shares
|
$656,868
0.24% of portfolio
|
Q1 2025
Added 10.3%
|
|
|
Equita Financial Network, Inc.
Fort Washington, PA |
Apr 28, 2025 Q1 2025 |
846
shares
|
$656,868
0.25% of portfolio
|
Q1 2025
Added 6.68%
|
|
|
Detalus Advisors, LLC
|
Apr 28, 2025 Q1 2025 |
845
shares
|
$656,091
0.23% of portfolio
|
Q1 2025
Added 4.58%
|
|
|
Pfw Advisors LLC
Atlanta, GA |
Jul 09, 2025 Q2 2025 |
845
shares
|
$656,091
0.2% of portfolio
|
Q2 2025
Reduced 1.17%
|
|
|
Mountain Pacific Investment Advisers Inc
|
Jul 18, 2025 Q2 2025 |
844
shares
|
$655,315
0.05% of portfolio
|
Q2 2025
Added 137.75%
|
|
|
Fountainhead Am, LLC
Warren, NJ |
May 05, 2025 Q1 2025 |
843
shares
|
$654,538
0.12% of portfolio
|
Q1 2025
Added 6.44%
|
|
|
Members Wealth LLC
Media, PA |
Apr 15, 2025 Q1 2025 |
843
shares
|
$654,538
0.53% of portfolio
|
Q2 2024
Added 3.56%
|
|
|
Nwf Advisory Services Inc.
Los Angeles, CA |
May 14, 2025 Q4 2024 |
843
shares
|
$654,538
0.1% of portfolio
|
Q4 2024
New holding
|
|
|
One8zero8, LLC
Greensboro, NC |
May 07, 2025 Q1 2025 |
842
shares
|
$653,762
0.16% of portfolio
|
Q1 2025
Added 0.12%
|
|
|
Peterson Wealth Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
839
shares
|
$651,433
0.12% of portfolio
|
Q2 2025
Added 4.35%
|
|
|
Trueblood Wealth Management, LLC
Lima, OH |
Jul 22, 2025 Q2 2025 |
838
shares
|
$650,656
0.27% of portfolio
|
Q2 2025
Added 0.84%
|
|
|
Embree Financial Group
Chicago, IL |
Jul 16, 2025 Q2 2025 |
836
shares
|
$649,103
0.1% of portfolio
|
Q2 2025
Added 17.75%
|
|
|
Encompass Wealth Advisors, LLC
|
Jul 16, 2025 Q2 2025 |
835
shares
|
$648,327
0.24% of portfolio
|
Q2 2025
Reduced 9.34%
|
|
|
Gunn & CO Investment Management, Inc.
Jacksonville, FL |
Oct 22, 2024 Q3 2024 |
835
shares
|
$648,327
0.51% of portfolio
|
Q3 2024
Reduced 45.57%
|