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 |
|---|---|---|---|---|---|
|
Wespac Advisors So Cal, LLC
|
Jul 30, 2025 Q2 2025 |
709
shares
|
$538,932
0.13% of portfolio
|
Q2 2025
Reduced 14.06%
|
|
|
Next Level Private LLC
Harrison, NY |
Jul 08, 2025 Q2 2025 |
709
shares
|
$538,932
0.19% of portfolio
|
Q2 2025
Added 0.28%
|
|
|
Palo Alto Wealth Advisors, LLC
Palo Alto, CA |
Aug 14, 2025 Q2 2025 |
708
shares
|
$538,172
0.21% of portfolio
|
Q2 2025
Reduced 0.56%
|
|
|
Reston Wealth Management LLC
|
Aug 06, 2025 Q2 2025 |
707
shares
|
$537,411
0.19% of portfolio
|
Q2 2025
Added 8.44%
|
|
|
Dmg Group, LLC
Birmingham, AL |
Jul 23, 2025 Q2 2025 |
707
shares
|
$537,411
0.44% of portfolio
|
Q2 2025
Reduced 8.42%
|
|
|
Cjm Wealth Advisers, Ltd.
Falls Church, VA |
Jul 14, 2025 Q2 2025 |
707
shares
|
$537,411
0.18% of portfolio
|
Q4 2024
Reduced 3.42%
|
|
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
Aug 13, 2025 Q2 2025 |
706
shares
|
$536,651
0.22% of portfolio
|
Q2 2025
Added 0.57%
|
|
|
Vista Capital Partners, Inc.
|
Aug 14, 2025 Q2 2025 |
705
shares
|
$535,891
0.01% of portfolio
|
Q2 2025
Added 14.26%
|
|
|
J Hagan Capital, Inc.
Louisville, KY |
Apr 29, 2025 Q1 2025 |
705
shares
|
$535,891
0.44% of portfolio
|
Q1 2025
New holding
|
|
|
Terril Brothers, Inc.
|
Aug 04, 2025 Q2 2025 |
703
shares
|
$534,371
0.22% of portfolio
|
Q2 2025
Added 8.15%
|
|
|
Parkwoods Wealth Partners, LLC
Syracuse, NY |
Jul 18, 2025 Q2 2025 |
703
shares
|
$534,371
0.32% of portfolio
|
Q2 2025
Added 13.94%
|
|
|
West Bancorporation Inc
|
Jul 24, 2025 Q2 2025 |
701
shares
|
$532,851
0.36% of portfolio
|
Q2 2025
Added 24.07%
|
|
|
Kaye Capital Management
El Segundo, CA |
Aug 12, 2025 Q2 2025 |
701
shares
|
$532,851
0.24% of portfolio
|
Q2 2025
Added 0.72%
|
|
|
Hall Laurie J Trustee
|
Jul 15, 2025 Q2 2025 |
700
shares
|
$532,091
0.19% of portfolio
|
Q4 2024
Reduced 41.67%
|
|
|
Hoertkorn Richard Charles
|
Jul 07, 2025 Q2 2025 |
700
shares
|
$532,091
0.31% of portfolio
|
Q3 2020
Reduced 12.5%
|
|
|
Goodwin Daniel L
|
Oct 24, 2023 Q3 2023 |
700
shares
|
$532,091
0.18% of portfolio
|
Q2 2023
Reduced 12.5%
|
|
|
Proffitt & Goodson Inc
|
Jul 23, 2025 Q2 2025 |
700
shares
|
$532,091
0.08% of portfolio
|
Q2 2025
Added 2021.21%
|
|
|
Focused Wealth Management, Inc
|
Jul 15, 2025 Q2 2025 |
700
shares
|
$532,091
0.07% of portfolio
|
Q2 2025
Reduced 16.77%
|
|
|
Vestia Personal Wealth Advisors
Fort Wayne, IN |
Jul 16, 2025 Q2 2025 |
700
shares
|
$532,091
0.37% of portfolio
|
Q2 2025
Added 0.86%
|
|
|
Palacios Wealth Management, LLC
Ormond Beach, FL |
Jul 14, 2025 Q2 2025 |
700
shares
|
$532,091
0.45% of portfolio
|
Q2 2025
Reduced 93.47%
|
|
|
Mps Loria Financial Planners, LLC
|
Jul 29, 2025 Q2 2025 |
699
shares
|
$531,330
0.16% of portfolio
|
Q2 2025
Added 1.9%
|
|
|
Warwick Investment Management, Inc.
|
Jul 21, 2025 Q2 2025 |
698
shares
|
$530,570
0.11% of portfolio
|
Q2 2025
Added 3.71%
|
|
|
Brandywine Managers, LLC
Hockessin, DE |
Aug 13, 2025 Q2 2025 |
697
shares
|
$529,810
0.54% of portfolio
|
Q3 2024
Added 18.54%
|
|
|
Francis Financial, Inc.
New York, NY |
Aug 08, 2025 Q2 2025 |
697
shares
|
$529,810
0.15% of portfolio
|
Q2 2025
Added 4.03%
|
|
|
Eaton Cambridge Inc.
Phoenix, AZ |
Aug 14, 2025 Q2 2025 |
697
shares
|
$529,810
0.21% of portfolio
|
Q2 2025
Added 0.72%
|