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 4,396 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 $615 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Montis Financial, LLC
|
Jul 17, 2025 Q2 2025 |
721
shares
|
$549,531
0.16% of portfolio
|
Q1 2025
Reduced 3.99%
|
|
|
Main Management ETF Advisors, LLC
San Francisco, CA |
May 15, 2025 Q1 2025 |
721
shares
|
$549,531
0.03% of portfolio
|
Q1 2025
Added 1.26%
|
|
|
Virtue Capital Management, LLC
Brentwood, TN |
May 15, 2025 Q1 2025 |
721
shares
|
$549,531
0.07% of portfolio
|
Q1 2025
Added 34.26%
|
|
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
May 13, 2025 Q1 2025 |
719
shares
|
$548,007
0.19% of portfolio
|
Q1 2025
Added 0.28%
|
|
|
Taylor Hoffman Capital Management LLC
Richmond, VA |
Jul 09, 2025 Q2 2025 |
719
shares
|
$548,007
0.19% of portfolio
|
Q1 2025
Reduced 1.37%
|
|
|
Brady Martz Wealth Solutions, LLC
Grand Forks, ND |
Jul 14, 2025 Q2 2025 |
718
shares
|
$547,245
0.11% of portfolio
|
Q2 2025
Reduced 9.57%
|
|
|
Sentinus, LLC
Oak Brook, IL |
May 15, 2025 Q1 2025 |
716
shares
|
$545,720
0.18% of portfolio
|
Q1 2025
Added 24.74%
|
|
|
Signature Wealth Management Group
|
Apr 17, 2025 Q1 2025 |
715
shares
|
$544,958
0.24% of portfolio
|
Q3 2024
Reduced 11.51%
|
|
|
Mascoma Wealth Management LLC
|
Jul 22, 2025 Q2 2025 |
714
shares
|
$544,196
0.13% of portfolio
|
Q1 2025
Reduced 3.38%
|
|
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
May 07, 2025 Q1 2025 |
714
shares
|
$544,196
0.23% of portfolio
|
Q3 2024
Added 2.73%
|
|
|
Revisor Wealth Management LLC
Akron, OH |
Jul 14, 2025 Q2 2025 |
714
shares
|
$544,196
0.2% of portfolio
|
Q2 2025
Added 11.21%
|
|
|
Passive Capital Management, Llc.
Baltimore, MD |
May 07, 2025 Q1 2025 |
713
shares
|
$543,434
0.19% of portfolio
|
Q1 2025
Reduced 0.7%
|
|
|
Palo Alto Wealth Advisors, LLC
Palo Alto, CA |
May 15, 2025 Q1 2025 |
712
shares
|
$542,672
0.21% of portfolio
|
Q1 2025
Added 2.89%
|
|
|
Bank Of New Hampshire
|
Jul 09, 2025 Q2 2025 |
711
shares
|
$541,909
0.14% of portfolio
|
Q2 2025
Reduced 1.39%
|
|
|
Next Level Private LLC
Harrison, NY |
Jul 08, 2025 Q2 2025 |
709
shares
|
$540,385
0.19% of portfolio
|
Q2 2025
Added 0.28%
|
|
|
Cjm Wealth Advisers, Ltd.
Falls Church, VA |
Jul 14, 2025 Q2 2025 |
707
shares
|
$538,861
0.18% of portfolio
|
Q4 2024
Reduced 3.42%
|
|
|
Caliber Wealth Management, LLC / Ks
Overland Park, KS |
May 06, 2025 Q1 2025 |
707
shares
|
$538,861
0.08% of portfolio
|
Q1 2025
New holding
|
|
|
Retirement Planning Group, LLC / Ny
Malta, NY |
Apr 22, 2025 Q1 2025 |
706
shares
|
$538,099
0.59% of portfolio
|
Q1 2025
Added 0.28%
|
|
|
J Hagan Capital, Inc.
Louisville, KY |
Apr 29, 2025 Q1 2025 |
705
shares
|
$537,336
0.44% of portfolio
|
Q1 2025
New holding
|
|
|
Life Wealth Investments, LLC
Winter Garden, FL |
Apr 21, 2025 Q1 2025 |
704
shares
|
$536,574
0.24% of portfolio
|
Q1 2025
Added 53.38%
|
|
|
Parkwoods Wealth Partners, LLC
Syracuse, NY |
Jul 18, 2025 Q2 2025 |
703
shares
|
$535,812
0.32% of portfolio
|
Q2 2025
Added 13.94%
|
|
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
May 01, 2025 Q1 2025 |
702
shares
|
$535,050
0.26% of portfolio
|
Q1 2025
Added 1.59%
|
|
|
Hall Laurie J Trustee
|
Jul 15, 2025 Q2 2025 |
700
shares
|
$533,526
0.19% of portfolio
|
Q4 2024
Reduced 41.67%
|
|
|
Hoertkorn Richard Charles
|
Jul 07, 2025 Q2 2025 |
700
shares
|
$533,526
0.31% of portfolio
|
Q3 2020
Reduced 12.5%
|
|
|
Goodwin Daniel L
|
Oct 24, 2023 Q3 2023 |
700
shares
|
$533,526
0.18% of portfolio
|
Q2 2023
Reduced 12.5%
|