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 |
---|---|---|---|---|---|
Rise Advisors, LLC
|
Jul 08, 2025 Q2 2025 |
732
shares
|
$556,415
0.24% of portfolio
|
Q2 2025
Added 1.81%
|
|
Source Financial Advisors LLC
New York, NY |
Nov 01, 2024 Q3 2024 |
731
shares
|
$555,655
0.19% of portfolio
|
Q3 2024
Added 1.67%
|
|
Masso Torrence Wealth Management Inc.
|
Jul 14, 2025 Q2 2025 |
730
shares
|
$554,894
0.28% of portfolio
|
Q2 2025
Added 2.24%
|
|
Taylor Hoffman Wealth Management
Richmond, VA |
Aug 09, 2024 Q2 2024 |
729
shares
|
$554,134
0.27% of portfolio
|
Q2 2024
Added 15.9%
|
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
Jul 16, 2025 Q2 2025 |
729
shares
|
$554,134
0.17% of portfolio
|
Q2 2025
Added 7.52%
|
|
Sage Capital Management, LLC
Stockton, NJ |
Aug 05, 2025 Q2 2025 |
729
shares
|
$554,134
0.27% of portfolio
|
Q2 2025
Added 0.28%
|
|
Oxbow Advisors, LLC
Corpus Christi, TX |
Jul 29, 2025 Q2 2025 |
727
shares
|
$552,614
0.07% of portfolio
|
Q2 2025
Reduced 23.07%
|
|
Eudaimonia Partners, LLC
Winchester, TN |
Apr 25, 2024 Q1 2024 |
726
shares
|
$551,854
0.14% of portfolio
|
Q1 2024
Reduced 7.4%
|
|
Firethorn Wealth Partners, LLC
|
Jul 22, 2025 Q2 2025 |
725
shares
|
$551,094
0.27% of portfolio
|
Q2 2025
Reduced 20.5%
|
|
Daner Wealth Management, LLC
Alpharetta, GA |
Aug 13, 2025 Q2 2025 |
724
shares
|
$550,334
0.32% of portfolio
|
Q2 2025
Added 48.36%
|
|
J2 Capital Management Inc
|
Jul 21, 2025 Q2 2025 |
722
shares
|
$548,813
0.47% of portfolio
|
Q2 2025
Added 53.94%
|
|
Montis Financial, LLC
|
Jul 17, 2025 Q2 2025 |
721
shares
|
$548,053
0.16% of portfolio
|
Q1 2025
Reduced 3.99%
|
|
Main Management ETF Advisors, LLC
San Francisco, CA |
May 15, 2025 Q1 2025 |
721
shares
|
$548,053
0.03% of portfolio
|
Q1 2025
Added 1.26%
|
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
Aug 08, 2025 Q2 2025 |
719
shares
|
$546,533
0.17% of portfolio
|
Q1 2025
Added 0.28%
|
|
Taylor Hoffman Capital Management LLC
Richmond, VA |
Jul 09, 2025 Q2 2025 |
719
shares
|
$546,533
0.19% of portfolio
|
Q1 2025
Reduced 1.37%
|
|
Brady Martz Wealth Solutions, LLC
Grand Forks, ND |
Jul 14, 2025 Q2 2025 |
718
shares
|
$545,773
0.11% of portfolio
|
Q2 2025
Reduced 9.57%
|
|
Wise Wealth Partners
Phoenix, AZ |
Jul 23, 2025 Q2 2025 |
717
shares
|
$545,013
0.93% of portfolio
|
Q2 2025
Added 59.33%
|
|
Signature Wealth Management Group
|
Jul 31, 2025 Q2 2025 |
715
shares
|
$543,492
0.23% of portfolio
|
Q3 2024
Reduced 11.51%
|
|
Mascoma Wealth Management LLC
|
Jul 22, 2025 Q2 2025 |
714
shares
|
$542,732
0.13% of portfolio
|
Q1 2025
Reduced 3.38%
|
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
Aug 12, 2025 Q2 2025 |
714
shares
|
$542,732
0.22% of portfolio
|
Q3 2024
Added 2.73%
|
|
Revisor Wealth Management LLC
Akron, OH |
Jul 14, 2025 Q2 2025 |
714
shares
|
$542,732
0.2% of portfolio
|
Q2 2025
Added 11.21%
|
|
Retirement Planning Group, LLC / Ny
Malta, NY |
Jul 25, 2025 Q2 2025 |
714
shares
|
$542,732
0.49% of portfolio
|
Q2 2025
Added 1.13%
|
|
Passive Capital Management, Llc.
Baltimore, MD |
May 07, 2025 Q1 2025 |
713
shares
|
$541,972
0.19% of portfolio
|
Q1 2025
Reduced 0.7%
|
|
Bank Of New Hampshire
|
Jul 09, 2025 Q2 2025 |
711
shares
|
$540,452
0.14% of portfolio
|
Q2 2025
Reduced 1.39%
|
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
Jul 30, 2025 Q2 2025 |
711
shares
|
$540,452
0.04% of portfolio
|
Q2 2025
Added 70.5%
|