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 |
|---|---|---|---|---|---|
|
Focused Wealth Management, Inc
|
Jul 15, 2025 Q2 2025 |
700
shares
|
$533,526
0.07% of portfolio
|
Q2 2025
Reduced 16.77%
|
|
|
Vestia Personal Wealth Advisors
Fort Wayne, IN |
Jul 16, 2025 Q2 2025 |
700
shares
|
$533,526
0.37% of portfolio
|
Q2 2025
Added 0.86%
|
|
|
Palacios Wealth Management, LLC
Ormond Beach, FL |
Jul 14, 2025 Q2 2025 |
700
shares
|
$533,526
0.45% of portfolio
|
Q2 2025
Reduced 93.47%
|
|
|
Bolthouse Investments, LLC
Bakersfield, CA |
Apr 29, 2025 Q1 2025 |
700
shares
|
$533,526
0.6% of portfolio
|
Q4 2024
New holding
|
|
|
Warwick Investment Management, Inc.
|
Jul 21, 2025 Q2 2025 |
698
shares
|
$532,001
0.11% of portfolio
|
Q2 2025
Added 3.71%
|
|
|
Brandywine Managers, LLC
Hockessin, DE |
May 14, 2025 Q1 2025 |
697
shares
|
$531,239
0.69% of portfolio
|
Q3 2024
Added 18.54%
|
|
|
Quantum Private Wealth, LLC
Lake Forest, IL |
May 13, 2025 Q1 2025 |
696
shares
|
$530,477
0.23% of portfolio
|
Q1 2025
Reduced 22.32%
|
|
|
Kaye Capital Management
El Segundo, CA |
May 02, 2025 Q1 2025 |
696
shares
|
$530,477
0.27% of portfolio
|
Q1 2025
Added 0.14%
|
|
|
Gitterman Wealth Management, LLC
|
May 14, 2025 Q1 2025 |
693
shares
|
$528,190
0.18% of portfolio
|
Q1 2025
Added 26.0%
|
|
|
E Rn Financial, LLC
|
Jul 17, 2025 Q2 2025 |
692
shares
|
$527,428
0.12% of portfolio
|
Q2 2025
Reduced 54.26%
|
|
|
Eaton Cambridge Inc.
Phoenix, AZ |
May 13, 2025 Q1 2025 |
692
shares
|
$527,428
0.25% of portfolio
|
Q3 2024
Reduced 1.84%
|
|
|
D.B. Root & Company, LLC
|
Jul 22, 2025 Q2 2025 |
691
shares
|
$526,666
0.17% of portfolio
|
Q2 2025
Added 75.38%
|
|
|
Seaside Wealth Management, Inc.
Carlsbad, CA |
Jul 09, 2025 Q2 2025 |
691
shares
|
$526,666
0.17% of portfolio
|
Q2 2025
Added 3.91%
|
|
|
Advantage Trust CO
Salina, KS |
May 07, 2025 Q1 2025 |
690
shares
|
$525,904
0.35% of portfolio
|
Q2 2024
Reduced 1.99%
|
|
|
Corient Ia LLC
Miami, FL |
May 13, 2025 Q1 2025 |
690
shares
|
$525,904
0.4% of portfolio
|
Q1 2025
New holding
|
|
|
Helium Advisors LLC
Everett, WA |
May 08, 2025 Q1 2025 |
688
shares
|
$524,379
0.41% of portfolio
|
Q4 2024
New holding
|
|
|
Pb Mares Wealth Management LLC
|
Jul 18, 2025 Q2 2025 |
687
shares
|
$523,617
0.1% of portfolio
|
Q2 2025
Added 11.89%
|
|
|
H. L. Ormond & Company, LLC
Greenville, NC |
Nov 14, 2022 Q3 2022 |
687
shares
|
$523,617
0.36% of portfolio
|
Q3 2022
New holding
|
|
|
Mps Loria Financial Planners, LLC
|
Apr 22, 2025 Q1 2025 |
686
shares
|
$522,855
0.17% of portfolio
|
Q1 2025
Reduced 0.72%
|
|
|
Flossbach Von Storch Ag
Cologne, 2M |
Apr 30, 2025 Q1 2025 |
685
shares
|
$522,093
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Alliance Wealth Advisors, LLC
|
Jul 17, 2025 Q2 2025 |
684
shares
|
$521,331
0.25% of portfolio
|
Q1 2025
Reduced 7.32%
|
|
|
Fairhaven Wealth Management, LLC
|
Feb 04, 2025 Q4 2024 |
684
shares
|
$521,331
0.17% of portfolio
|
Q4 2024
Added 14.96%
|
|
|
Traverso Chambers Private Wealth Management, LLC
|
Jan 08, 2024 Q4 2023 |
683
shares
|
$520,568
0.1% of portfolio
|
Q4 2023
Reduced 3.12%
|
|
|
Powell Investment Advisors, LLC
|
Jul 22, 2025 Q2 2025 |
683
shares
|
$520,568
0.21% of portfolio
|
Q3 2024
Added 3.02%
|
|
|
Vanguard Capital Wealth Advisors
|
Jul 11, 2025 Q2 2025 |
683
shares
|
$520,568
0.54% of portfolio
|
Q2 2025
Added 23.06%
|