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 |
|---|---|---|---|---|---|
|
Capital Investment Counsel, Inc
|
Apr 28, 2025 Q1 2025 |
682
shares
|
$519,806
0.08% of portfolio
|
Q1 2025
Added 6.23%
|
|
|
Inspirion Wealth Advisors, LLC
|
Jul 09, 2025 Q2 2025 |
682
shares
|
$519,806
0.07% of portfolio
|
Q2 2025
Added 0.89%
|
|
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
Jul 17, 2025 Q2 2025 |
682
shares
|
$519,806
0.2% of portfolio
|
Q2 2025
Reduced 0.58%
|
|
|
Karpus Management, Inc.
Pittsford, NY |
May 14, 2025 Q1 2025 |
680
shares
|
$518,282
0.02% of portfolio
|
Q2 2022
New holding
|
|
|
Griffin Asset Management, Inc.
|
Apr 16, 2025 Q1 2025 |
678
shares
|
$516,758
0.07% of portfolio
|
Q4 2024
Reduced 28.93%
|
|
|
Avion Wealth
The Woodlands, TX |
May 09, 2025 Q1 2025 |
678
shares
|
$516,758
0.13% of portfolio
|
Q4 2024
Reduced 3.28%
|
|
|
Middleton & CO Inc
|
May 09, 2025 Q1 2025 |
675
shares
|
$514,471
0.07% of portfolio
|
Q1 2025
Reduced 8.29%
|
|
|
Hm Capital Management, LLC
Clayton, MO |
Nov 04, 2022 Q3 2022 |
675
shares
|
$514,471
0.13% of portfolio
|
Q2 2022
New holding
|
|
|
Ring Mountain Capital, LLC
Tiburon, CA |
May 02, 2025 Q1 2025 |
673
shares
|
$512,947
0.42% of portfolio
|
Q1 2025
Reduced 2.6%
|
|
|
Cannell & Co.
New York, NY |
Feb 05, 2024 Q4 2023 |
672
shares
|
$512,184
0.01% of portfolio
|
Q4 2023
Added 65.93%
|
|
|
Wallace Capital Management Inc.
Dallas, TX |
May 15, 2025 Q1 2025 |
670
shares
|
$510,660
0.08% of portfolio
|
Q1 2025
Reduced 33.33%
|
|
|
Francis Financial, Inc.
New York, NY |
May 12, 2025 Q1 2025 |
670
shares
|
$510,660
0.16% of portfolio
|
Q1 2025
Reduced 24.55%
|
|
|
Gradient Investments LLC
|
Jul 08, 2025 Q2 2025 |
669
shares
|
$509,898
0.01% of portfolio
|
Q2 2025
Reduced 0.15%
|
|
|
New Hampshire Trust
Concord, NH |
Apr 08, 2025 Q1 2025 |
668
shares
|
$509,136
0.13% of portfolio
|
Q1 2025
Reduced 4.57%
|
|
|
Triune Financial Partners, LLC
Overland Park, KS |
May 23, 2025 Q1 2025 |
668
shares
|
$509,136
0.18% of portfolio
|
Q1 2025
Added 5.53%
|
|
|
Bickling Financial Services, Inc.
Lexington, MA |
Jan 31, 2023 Q4 2022 |
667
shares
|
$508,374
0.15% of portfolio
|
Q4 2022
Added 0.91%
|
|
|
Le Clair Wealth Partners LLC
Dublin, OH |
May 14, 2025 Q1 2025 |
667
shares
|
$508,374
0.4% of portfolio
|
Q1 2025
Added 0.15%
|
|
|
Shoker Investment Counsel, Inc.
Oxford, OH |
May 07, 2025 Q1 2025 |
666
shares
|
$507,611
0.19% of portfolio
|
Q4 2024
Reduced 1.91%
|
|
|
Foster Victor Wealth Advisors, LLC
|
Jul 15, 2025 Q2 2025 |
665
shares
|
$506,849
0.04% of portfolio
|
Q2 2025
Added 2.15%
|
|
|
Walker Asset Management, LLC
|
Jul 17, 2025 Q2 2025 |
665
shares
|
$506,849
0.32% of portfolio
|
Q2 2025
Added 0.15%
|
|
|
Vantage Financial Partners Ltd., Inc.
|
Aug 14, 2024 Q2 2024 |
665
shares
|
$506,849
0.15% of portfolio
|
Q1 2024
Reduced 9.52%
|
|
|
Howard Wealth Management, LLC
Madison, CT |
May 13, 2025 Q1 2025 |
665
shares
|
$506,849
0.31% of portfolio
|
Q1 2025
Added 1.06%
|
|
|
Wharton Business Group, LLC
Malvern, PA |
May 09, 2025 Q1 2025 |
665
shares
|
$506,849
0.02% of portfolio
|
Q1 2025
Added 9.92%
|
|
|
Goldstein Advisors, LLC
Madison, WI |
Apr 23, 2025 Q1 2025 |
665
shares
|
$506,849
0.08% of portfolio
|
Q1 2025
Added 6.06%
|
|
|
Keener Financial Planning LLC
Keller, TX |
May 09, 2025 Q1 2025 |
664
shares
|
$506,087
0.36% of portfolio
|
Q1 2025
Added 24.34%
|