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 |
|---|---|---|---|---|---|
|
Gen Trust, LLC
|
Jul 30, 2025 Q2 2025 |
782
shares
|
$594,421
0.03% of portfolio
|
Q2 2025
Reduced 10.83%
|
|
|
Truvestments Capital LLC
Sarasota, FL |
Aug 13, 2025 Q2 2025 |
782
shares
|
$594,421
0.13% of portfolio
|
Q2 2025
Reduced 11.14%
|
|
|
Vital Stone Financial, LLC
Shavano Park, TX |
Oct 11, 2024 Q3 2024 |
782
shares
|
$594,421
0.49% of portfolio
|
Q3 2024
Reduced 19.88%
|
|
|
Madison Wealth Partners, Inc
|
Jul 29, 2025 Q2 2025 |
781
shares
|
$593,661
0.15% of portfolio
|
Q2 2025
Reduced 9.92%
|
|
|
Precision Wealth Strategies, LLC
|
Jul 18, 2025 Q2 2025 |
780
shares
|
$592,901
0.22% of portfolio
|
Q2 2025
New holding
|
|
|
Silver Oak Wealth Management LLC
Edina, MN |
Jul 29, 2025 Q2 2025 |
779
shares
|
$592,141
0.11% of portfolio
|
Q2 2025
Added 23.26%
|
|
|
Aberdeen Wealth Management LLC
Lake Bluff, IL |
Aug 14, 2025 Q2 2025 |
776
shares
|
$589,860
0.42% of portfolio
|
Q3 2024
Reduced 9.24%
|
|
|
Benin Management Corp
|
Jul 30, 2025 Q2 2025 |
775
shares
|
$589,100
0.16% of portfolio
|
Q1 2025
Added 2.11%
|
|
|
Summit Wealth Group LLC / CO
Colorado Springs, CO |
Aug 13, 2025 Q2 2025 |
774
shares
|
$588,340
0.15% of portfolio
|
Q2 2025
New holding
|
|
|
Harel Insurance Investments & Financial Services Ltd.
|
Aug 05, 2025 Q2 2025 |
773
shares
|
$587,580
0.01% of portfolio
|
Q2 2025
Added 51.27%
|
|
|
St. Louis Trust CO
|
Jul 25, 2025 Q2 2025 |
773
shares
|
$587,580
0.08% of portfolio
|
Q1 2025
Added 31.91%
|
|
|
Halter Ferguson Financial Inc.
Carmel, IN |
Jul 11, 2025 Q2 2025 |
772
shares
|
$586,820
0.21% of portfolio
|
Q2 2025
Reduced 29.69%
|
|
|
Scott Capital Advisors, LLC
|
Jul 11, 2025 Q2 2025 |
771
shares
|
$586,060
0.16% of portfolio
|
Q2 2025
Added 10.94%
|
|
|
Capital Investment Counsel, Inc
|
Aug 08, 2025 Q2 2025 |
771
shares
|
$586,060
0.08% of portfolio
|
Q2 2025
Added 13.05%
|
|
|
Mc Donough Capital Management, Inc
Orlando, FL |
Aug 11, 2025 Q2 2025 |
771
shares
|
$586,060
0.25% of portfolio
|
Q2 2025
Added 3.63%
|
|
|
Gladius Capital Management LP
Chicago, IL |
Aug 05, 2025 Q2 2025 |
770
shares
|
$585,300
0.94% of portfolio
|
Q2 2025
Reduced 73.57%
|
|
|
Sentinus, LLC
Oak Brook, IL |
Aug 13, 2025 Q2 2025 |
768
shares
|
$583,779
0.16% of portfolio
|
Q2 2025
Added 7.26%
|
|
|
Great Waters Wealth Management
Minneapolis, MN |
Jul 11, 2025 Q2 2025 |
768
shares
|
$583,779
0.08% of portfolio
|
Q2 2025
Reduced 0.26%
|
|
|
Anchor Capital Advisors LLC
|
Aug 06, 2025 Q2 2025 |
767
shares
|
$583,019
0.02% of portfolio
|
Q2 2023
Reduced 48.0%
|
|
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
Jul 31, 2025 Q2 2025 |
767
shares
|
$583,019
0.28% of portfolio
|
Q2 2025
Added 25.53%
|
|
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
Jul 18, 2025 Q2 2025 |
766
shares
|
$582,259
0.15% of portfolio
|
Q2 2025
Added 15.89%
|
|
|
Lodestar Private Asset Management LLC
Alamo, CA |
Jul 25, 2025 Q2 2025 |
764
shares
|
$580,739
0.07% of portfolio
|
Q2 2025
Reduced 5.91%
|
|
|
Dt Investment Partners, LLC
|
Jul 22, 2025 Q2 2025 |
762
shares
|
$579,219
0.05% of portfolio
|
Q4 2024
Added 2.28%
|
|
|
Duncker Streett & CO Inc
|
Jul 28, 2025 Q2 2025 |
761
shares
|
$578,458
0.11% of portfolio
|
Q1 2025
Reduced 11.51%
|
|
|
Engrave Wealth Partners LLC
|
Jan 16, 2024 Q4 2023 |
757
shares
|
$575,418
0.13% of portfolio
|
Q4 2023
Added 56.4%
|