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 |
|---|---|---|---|---|---|
|
Detalus Advisors, LLC
|
Jul 23, 2025 Q2 2025 |
838
shares
|
$636,988
0.2% of portfolio
|
Q2 2025
Reduced 0.83%
|
|
|
Convergence Investment Partners, LLC
|
Aug 01, 2025 Q2 2025 |
838
shares
|
$636,988
0.17% of portfolio
|
Q2 2025
Reduced 8.91%
|
|
|
Trueblood Wealth Management, LLC
Lima, OH |
Jul 22, 2025 Q2 2025 |
838
shares
|
$636,988
0.27% of portfolio
|
Q2 2025
Added 0.84%
|
|
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
Aug 14, 2025 Q2 2025 |
838
shares
|
$636,988
0.18% of portfolio
|
Q2 2025
Reduced 8.71%
|
|
|
Security National Bank Of So Dak
Sioux City, IA |
Aug 15, 2025 Q2 2025 |
837
shares
|
$636,228
0.38% of portfolio
|
Q2 2025
Reduced 8.62%
|
|
|
Embree Financial Group
Chicago, IL |
Jul 16, 2025 Q2 2025 |
836
shares
|
$635,468
0.1% of portfolio
|
Q2 2025
Added 17.75%
|
|
|
Encompass Wealth Advisors, LLC
|
Jul 16, 2025 Q2 2025 |
835
shares
|
$634,708
0.24% of portfolio
|
Q2 2025
Reduced 9.34%
|
|
|
Gunn & CO Investment Management, Inc.
Jacksonville, FL |
Oct 22, 2024 Q3 2024 |
835
shares
|
$634,708
0.51% of portfolio
|
Q3 2024
Reduced 45.57%
|
|
|
Park Place Capital Corp
Birmingham, AL |
Jul 17, 2025 Q2 2025 |
833
shares
|
$633,188
0.17% of portfolio
|
Q2 2025
Reduced 53.39%
|
|
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
Jul 22, 2025 Q2 2025 |
830
shares
|
$630,907
0.29% of portfolio
|
Q2 2025
Added 26.72%
|
|
|
Goldstream Capital Management LTD
|
Aug 14, 2025 Q2 2025 |
829
shares
|
$630,147
0.22% of portfolio
|
Q4 2024
Reduced 93.86%
|
|
|
Castleview Partners, LLC
Dallas, TX |
Jul 15, 2025 Q2 2025 |
828
shares
|
$629,387
0.58% of portfolio
|
Q2 2025
Added 10.4%
|
|
|
Htlf Bank
Denver, CO |
Jan 28, 2025 Q4 2024 |
828
shares
|
$629,387
0.07% of portfolio
|
Q4 2024
Added 7.25%
|
|
|
Resurgent Financial Advisors LLC
Atlanta, GA |
Aug 11, 2025 Q2 2025 |
822
shares
|
$624,826
0.37% of portfolio
|
Q2 2025
Added 13.54%
|
|
|
Cardiff Park Advisors, LLC
San Marcos, CA |
Aug 14, 2025 Q2 2025 |
821
shares
|
$624,066
0.06% of portfolio
|
Q3 2024
Reduced 2.61%
|
|
|
Centricity Wealth Management, LLC
Westerville, OH |
Jul 18, 2025 Q2 2025 |
820
shares
|
$623,306
0.51% of portfolio
|
Q2 2025
Reduced 0.36%
|
|
|
Twelve Points Wealth Management LLC
|
Jul 16, 2025 Q2 2025 |
819
shares
|
$622,546
0.18% of portfolio
|
Q2 2025
Added 1.49%
|
|
|
One8zero8, LLC
Greensboro, NC |
Aug 12, 2025 Q2 2025 |
818
shares
|
$621,786
0.15% of portfolio
|
Q2 2025
Reduced 2.85%
|
|
|
Wt Wealth Management
|
Sep 10, 2025 Q2 2025 |
814
shares
|
$618,745
0.19% of portfolio
|
Q2 2025
Added 1.75%
|
|
|
Diamant Asset Management, Inc.
|
Jul 16, 2025 Q2 2025 |
814
shares
|
$618,745
0.49% of portfolio
|
Q4 2024
Added 1.75%
|
|
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
Jul 23, 2025 Q2 2025 |
814
shares
|
$618,745
0.12% of portfolio
|
Q2 2025
Reduced 7.6%
|
|
|
Buckley Wealth Management, LLC
|
Aug 11, 2025 Q2 2025 |
812
shares
|
$617,225
0.19% of portfolio
|
Q2 2025
Added 34.66%
|
|
|
Qtr Family Wealth, LLC
Lake Mary, FL |
Jul 18, 2025 Q2 2025 |
810
shares
|
$615,705
0.39% of portfolio
|
Q2 2025
Added 9.31%
|
|
|
Nexus Investment Management Ulc
|
Jul 28, 2025 Q2 2025 |
809
shares
|
$614,945
0.1% of portfolio
|
Q3 2024
Reduced 2.06%
|
|
|
United Advisor Group, LLC
Cincinnati, OH |
Aug 11, 2025 Q2 2025 |
806
shares
|
$612,664
0.12% of portfolio
|
Q2 2025
Added 47.89%
|