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 |
|---|---|---|---|---|---|
|
Bip Wealth, LLC
Atlanta, GA |
Jul 31, 2025 Q2 2025 |
885
shares
|
$672,715
0.04% of portfolio
|
Q2 2025
Reduced 11.94%
|
|
|
Willner & Heller, LLC
|
Jul 21, 2025 Q2 2025 |
884
shares
|
$671,954
0.6% of portfolio
|
Q2 2025
Added 3.51%
|
|
|
Ridgecrest Wealth Partners, LLC
|
Jul 15, 2025 Q2 2025 |
884
shares
|
$671,954
0.37% of portfolio
|
Q2 2025
Reduced 2.96%
|
|
|
Mason & Associates Inc
|
Jul 31, 2025 Q2 2025 |
883
shares
|
$671,194
0.17% of portfolio
|
Q1 2025
Reduced 2.65%
|
|
|
Consilio Wealth Advisors, LLC
|
Jul 29, 2025 Q2 2025 |
882
shares
|
$670,434
0.24% of portfolio
|
Q2 2025
Reduced 1.23%
|
|
|
Avalon Trust CO
Santa Fe, NM |
Aug 08, 2025 Q2 2025 |
881
shares
|
$669,674
0.05% of portfolio
|
Q4 2024
Added 1.26%
|
|
|
David J Yvars Group
|
Jul 09, 2025 Q2 2025 |
880
shares
|
$668,914
0.4% of portfolio
|
Q2 2025
Reduced 10.66%
|
|
|
Culbertson A N & CO Inc
|
Aug 11, 2025 Q2 2025 |
876
shares
|
$665,873
0.11% of portfolio
|
Q2 2025
Added 16.33%
|
|
|
Advantage Trust CO
Salina, KS |
Jul 30, 2025 Q2 2025 |
876
shares
|
$665,873
0.34% of portfolio
|
Q2 2025
Added 26.96%
|
|
|
Caliber Wealth Management, LLC / Ks
Overland Park, KS |
Jul 30, 2025 Q2 2025 |
876
shares
|
$665,873
0.07% of portfolio
|
Q2 2025
Added 23.9%
|
|
|
Cambridge Financial Group, LLC
Tucson, AZ |
Sep 09, 2025 Q2 2025 |
876
shares
|
$665,873
0.26% of portfolio
|
Q2 2025
Reduced 23.09%
|
|
|
Wmg Financial Advisors, LLC
|
Jul 24, 2025 Q2 2025 |
872
shares
|
$662,833
0.28% of portfolio
|
Q2 2025
Reduced 9.07%
|
|
|
Prudent Investors Network, Inc.
Lake Forest, CA |
Aug 13, 2025 Q2 2025 |
872
shares
|
$662,833
0.18% of portfolio
|
Q2 2025
Reduced 1.47%
|
|
|
Dean Investment Associates, LLC
Beavercreek, OH |
Aug 12, 2025 Q2 2025 |
870
shares
|
$661,313
0.1% of portfolio
|
Q3 2021
New holding
|
|
|
Morton Capital Management Llc/Ca
Calabasas, CA |
Jul 23, 2025 Q2 2025 |
870
shares
|
$661,313
0.12% of portfolio
|
Q2 2025
Added 15.08%
|
|
|
Graybill Bartz & Assoc LTD
|
Jul 31, 2025 Q2 2025 |
868
shares
|
$659,792
0.24% of portfolio
|
Q2 2025
Reduced 0.23%
|
|
|
Investment Advisory Group, LLC
|
Jul 25, 2025 Q2 2025 |
867
shares
|
$659,032
0.21% of portfolio
|
Q2 2025
Added 2.48%
|
|
|
Hollencrest Capital Management
|
Aug 18, 2025 Q2 2025 |
867
shares
|
$659,032
0.03% of portfolio
|
Q2 2025
Reduced 32.16%
|
|
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
Jul 31, 2025 Q2 2025 |
866
shares
|
$658,272
0.29% of portfolio
|
Q2 2025
Reduced 6.98%
|
|
|
Wfa Of San Diego, LLC
|
Aug 14, 2025 Q2 2025 |
865
shares
|
$657,512
0.51% of portfolio
|
Q2 2025
Added 15.8%
|
|
|
Portland Investment Counsel Inc.
Burlington, A6 |
Aug 13, 2025 Q2 2025 |
865
shares
|
$657,512
0.28% of portfolio
|
Q4 2024
New holding
|
|
|
Sherman Asset Management, Inc.
Ventura, CA |
Aug 14, 2025 Q2 2025 |
865
shares
|
$657,512
0.6% of portfolio
|
Q1 2025
Reduced 85.62%
|
|
|
Burns Matteson Capital Management, LLC
Corning, NY |
Jul 15, 2025 Q2 2025 |
862
shares
|
$655,232
0.32% of portfolio
|
Q2 2025
Reduced 2.82%
|
|
|
Greenfield Savings Bank
|
Jul 07, 2025 Q2 2025 |
861
shares
|
$654,471
0.31% of portfolio
|
Q2 2025
Added 0.47%
|
|
|
Mc Naughton Wealth Management, LLC
|
Jul 21, 2025 Q2 2025 |
860
shares
|
$653,711
0.31% of portfolio
|
Q2 2025
Reduced 1.38%
|