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 |
|---|---|---|---|---|---|
|
Cacti Asset Management LLC
Atlanta, GA |
Jul 01, 2025 Q2 2025 |
800
shares
|
$621,152
0.05% of portfolio
|
Q4 2024
Reduced 20.0%
|
|
|
Legacy Financial Strategies, LLC
Leawood, KS |
Jul 10, 2025 Q2 2025 |
799
shares
|
$620,375
0.12% of portfolio
|
Q2 2025
Added 9.75%
|
|
|
Sterling Financial Planning, Inc.
|
Apr 28, 2025 Q1 2025 |
798
shares
|
$619,599
0.25% of portfolio
|
Q1 2025
Added 4.18%
|
|
|
Consolidated Planning Corp
Atlanta, GA |
Jul 18, 2025 Q2 2025 |
797
shares
|
$618,822
0.09% of portfolio
|
Q2 2025
Reduced 27.08%
|
|
|
Gallacher Capital Management LLC
Lone Tree, CO |
Jul 07, 2025 Q2 2025 |
796
shares
|
$618,046
0.29% of portfolio
|
Q2 2025
Added 66.18%
|
|
|
Waypoint Wealth Counsel
Atlanta, GA |
Apr 23, 2025 Q1 2025 |
792
shares
|
$614,940
0.41% of portfolio
|
Q1 2025
Added 25.52%
|
|
|
Exane Derivatives
|
Jul 12, 2022 Q2 2022 |
790
shares
|
$613,387
0.16% of portfolio
|
Q2 2022
Reduced 68.16%
|
|
|
C2 C Wealth Management, LLC
|
Jul 17, 2025 Q2 2025 |
790
shares
|
$613,387
0.56% of portfolio
|
Q1 2024
Reduced 10.23%
|
|
|
Kinloch Capital, LLC
Glen Allen, VA |
May 14, 2025 Q1 2025 |
789
shares
|
$612,611
0.32% of portfolio
|
Q1 2025
Reduced 13.2%
|
|
|
Hart & Patterson Financial Group LLC
Amherst, MA |
Jan 13, 2025 Q4 2024 |
789
shares
|
$612,611
0.3% of portfolio
|
Q4 2024
Reduced 1.62%
|
|
|
Pasadena Private Wealth, LLC
Pasadena, CA |
May 08, 2025 Q1 2025 |
786
shares
|
$610,281
0.14% of portfolio
|
Q4 2024
Added 0.13%
|
|
|
Wulff, Hansen & Co.
|
May 14, 2025 Q1 2025 |
785
shares
|
$609,505
0.64% of portfolio
|
Q3 2024
Reduced 24.15%
|
|
|
Apriem Advisors
Irvine, CA |
May 15, 2025 Q1 2025 |
785
shares
|
$609,505
0.08% of portfolio
|
Q1 2025
Added 4.95%
|
|
|
Motiv8 Investments LLC
Port St. Lucie, FL |
Jul 22, 2025 Q2 2025 |
783
shares
|
$607,952
0.37% of portfolio
|
Q2 2025
Reduced 0.38%
|
|
|
Vital Stone Financial, LLC
Shavano Park, TX |
Oct 11, 2024 Q3 2024 |
782
shares
|
$607,176
0.49% of portfolio
|
Q3 2024
Reduced 19.88%
|
|
|
Precision Wealth Strategies, LLC
|
Jul 18, 2025 Q2 2025 |
780
shares
|
$605,623
0.22% of portfolio
|
Q2 2025
New holding
|
|
|
Mcdaniel Terry & CO
|
Apr 24, 2025 Q1 2025 |
777
shares
|
$603,293
0.06% of portfolio
|
Q1 2025
Reduced 56.71%
|
|
|
Aberdeen Wealth Management LLC
Lake Bluff, IL |
May 16, 2025 Q1 2025 |
776
shares
|
$602,517
0.46% of portfolio
|
Q3 2024
Reduced 9.24%
|
|
|
Topsail Wealth Management, LLC
Charlotte, NC |
Apr 30, 2025 Q1 2025 |
776
shares
|
$602,517
0.13% of portfolio
|
Q1 2025
Added 6.16%
|
|
|
Benin Management Corp
|
Apr 10, 2025 Q1 2025 |
775
shares
|
$601,741
0.18% of portfolio
|
Q1 2025
Added 2.11%
|
|
|
St. Louis Trust CO
|
May 05, 2025 Q1 2025 |
773
shares
|
$600,188
0.09% of portfolio
|
Q1 2025
Added 31.91%
|
|
|
Dmg Group, LLC
Birmingham, AL |
Apr 30, 2025 Q1 2025 |
772
shares
|
$599,411
0.53% of portfolio
|
Q1 2025
Reduced 7.21%
|
|
|
Halter Ferguson Financial Inc.
Carmel, IN |
Jul 11, 2025 Q2 2025 |
772
shares
|
$599,411
0.21% of portfolio
|
Q2 2025
Reduced 29.69%
|
|
|
Scott Capital Advisors, LLC
|
Jul 11, 2025 Q2 2025 |
771
shares
|
$598,635
0.16% of portfolio
|
Q2 2025
Added 10.94%
|
|
|
Atlas Legacy Advisors, LLC
Los Angeles, CA |
May 07, 2025 Q1 2025 |
771
shares
|
$598,635
0.16% of portfolio
|
Q1 2025
Added 0.92%
|