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 |
---|---|---|---|---|---|
Ifg Advisors, LLC
|
Jul 28, 2025 Q2 2025 |
805
shares
|
$611,904
0.11% of portfolio
|
Q2 2025
Added 0.12%
|
|
Pax Financial Group, LLC
San Antonio, TX |
Aug 11, 2025 Q2 2025 |
804
shares
|
$611,144
0.13% of portfolio
|
Q2 2025
Reduced 26.71%
|
|
Life Wealth Investments, LLC
Winter Garden, FL |
Jul 30, 2025 Q2 2025 |
803
shares
|
$610,384
0.2% of portfolio
|
Q2 2025
Added 14.06%
|
|
Avaii Wealth Management, LLC
Appleton, WI |
Jul 15, 2025 Q2 2025 |
802
shares
|
$609,624
0.32% of portfolio
|
Q2 2025
Added 0.12%
|
|
Destiny Wealth Partners, LLC
|
Jul 16, 2025 Q2 2025 |
801
shares
|
$608,864
0.09% of portfolio
|
Q2 2025
New holding
|
|
Riverstone Advisors, LLC
|
Aug 12, 2025 Q2 2025 |
800
shares
|
$608,104
0.34% of portfolio
|
Q2 2025
Reduced 16.23%
|
|
Cacti Asset Management LLC
Atlanta, GA |
Jul 01, 2025 Q2 2025 |
800
shares
|
$608,104
0.05% of portfolio
|
Q4 2024
Reduced 20.0%
|
|
Horan Wealth, LLC
Cincinnati, OH |
Aug 06, 2025 Q2 2025 |
800
shares
|
$608,104
0.19% of portfolio
|
Q2 2025
New holding
|
|
Legacy Financial Strategies, LLC
Leawood, KS |
Jul 10, 2025 Q2 2025 |
799
shares
|
$607,343
0.12% of portfolio
|
Q2 2025
Added 9.75%
|
|
Consolidated Planning Corp
Atlanta, GA |
Jul 18, 2025 Q2 2025 |
797
shares
|
$605,823
0.09% of portfolio
|
Q2 2025
Reduced 27.08%
|
|
Virtue Capital Management, LLC
Brentwood, TN |
Aug 13, 2025 Q2 2025 |
796
shares
|
$605,063
0.12% of portfolio
|
Q2 2025
Added 10.4%
|
|
Gallacher Capital Management LLC
Lone Tree, CO |
Jul 07, 2025 Q2 2025 |
796
shares
|
$605,063
0.29% of portfolio
|
Q2 2025
Added 66.18%
|
|
Sovereign Financial Group, Inc.
Stamford, CT |
Jul 25, 2025 Q2 2025 |
793
shares
|
$602,783
0.13% of portfolio
|
Q2 2025
Added 6.59%
|
|
Exane Derivatives
|
Jul 12, 2022 Q2 2022 |
790
shares
|
$600,502
0.16% of portfolio
|
Q2 2022
Reduced 68.16%
|
|
C2 C Wealth Management, LLC
|
Jul 17, 2025 Q2 2025 |
790
shares
|
$600,502
0.56% of portfolio
|
Q1 2024
Reduced 10.23%
|
|
Kinloch Capital, LLC
Glen Allen, VA |
Aug 14, 2025 Q2 2025 |
789
shares
|
$599,742
0.29% of portfolio
|
Q1 2025
Reduced 13.2%
|
|
Titleist Asset Management, LLC
San Antonio, TX |
Aug 12, 2025 Q2 2025 |
789
shares
|
$599,742
0.06% of portfolio
|
Q2 2025
Added 48.59%
|
|
Hart & Patterson Financial Group LLC
Amherst, MA |
Jan 13, 2025 Q4 2024 |
789
shares
|
$599,742
0.3% of portfolio
|
Q4 2024
Reduced 1.62%
|
|
Coign Capital Advisors LLC
Draper, UT |
Aug 04, 2025 Q2 2025 |
789
shares
|
$599,742
0.42% of portfolio
|
Q2 2025
Added 2.33%
|
|
Center For Financial Planning, Inc.
Southfied, MI |
Aug 04, 2025 Q2 2025 |
786
shares
|
$597,462
0.07% of portfolio
|
Q2 2025
Added 3.56%
|
|
Tripletail Wealth Management, LLC
Orlando, FL |
Aug 14, 2025 Q2 2025 |
786
shares
|
$597,462
0.72% of portfolio
|
Q2 2025
New holding
|
|
Wulff, Hansen & Co.
|
Aug 12, 2025 Q2 2025 |
785
shares
|
$596,702
0.57% of portfolio
|
Q3 2024
Reduced 24.15%
|
|
Sterling Financial Planning, Inc.
|
Jul 28, 2025 Q2 2025 |
784
shares
|
$595,941
0.21% of portfolio
|
Q2 2025
Reduced 1.75%
|
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
Aug 07, 2025 Q2 2025 |
784
shares
|
$595,941
0.25% of portfolio
|
Q2 2025
Reduced 45.97%
|
|
Motiv8 Investments LLC
Port St. Lucie, FL |
Jul 22, 2025 Q2 2025 |
783
shares
|
$595,181
0.37% of portfolio
|
Q2 2025
Reduced 0.38%
|