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 |
|---|---|---|---|---|---|
|
North Forty Two & Co.
Lake Oswego, OR |
May 05, 2025 Q1 2025 |
659
shares
|
$502,276
0.6% of portfolio
|
Q1 2025
Added 0.76%
|
|
|
Aspiriant, LLC
|
Apr 21, 2025 Q1 2025 |
656
shares
|
$499,990
0.02% of portfolio
|
Q1 2025
Added 2.66%
|
|
|
Peninsula Wealth, LLC
San Francisco, CA |
Feb 13, 2025 Q4 2024 |
656
shares
|
$499,990
0.09% of portfolio
|
Q4 2024
Added 8.25%
|
|
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
Apr 16, 2025 Q1 2025 |
655
shares
|
$499,227
0.27% of portfolio
|
Q1 2025
Added 3.97%
|
|
|
Delta Asset Management LLC
Memphis, TN |
May 09, 2025 Q1 2025 |
654
shares
|
$498,465
0.05% of portfolio
|
Q4 2024
Reduced 10.53%
|
|
|
Runnymede Capital Advisors, Inc.
Dublin, OH |
Apr 22, 2025 Q1 2025 |
653
shares
|
$497,703
0.52% of portfolio
|
Q1 2025
Reduced 0.46%
|
|
|
Forefront Wealth Partners, LLC
Austin, TX |
May 14, 2025 Q1 2025 |
653
shares
|
$497,703
0.37% of portfolio
|
Q1 2025
Added 19.16%
|
|
|
Reston Wealth Management LLC
|
Apr 24, 2025 Q1 2025 |
652
shares
|
$496,941
0.22% of portfolio
|
Q1 2025
Added 2.35%
|
|
|
Imz Advisory Inc
Boca Raton, FL |
Apr 09, 2025 Q1 2025 |
652
shares
|
$496,941
0.24% of portfolio
|
Q1 2025
Reduced 1.51%
|
|
|
Wedge Capital Management L L P
|
Jul 11, 2025 Q2 2025 |
651
shares
|
$496,179
0.01% of portfolio
|
Q2 2025
Reduced 11.79%
|
|
|
Arlington Financial Advisors, LLC
|
Apr 09, 2025 Q1 2025 |
650
shares
|
$495,416
0.11% of portfolio
|
Q1 2025
Added 27.95%
|
|
|
Center For Asset Management LLC
|
Apr 22, 2025 Q1 2025 |
650
shares
|
$495,416
0.33% of portfolio
|
Q1 2025
Added 0.15%
|
|
|
Montgomery Investment Management Inc
|
Jul 18, 2025 Q2 2025 |
650
shares
|
$495,416
0.2% of portfolio
|
Q1 2024
Reduced 35.0%
|
|
|
Terril Brothers, Inc.
|
May 13, 2025 Q1 2025 |
650
shares
|
$495,416
0.26% of portfolio
|
Q1 2025
Reduced 19.55%
|
|
|
Carmel Capital Partners, LLC
|
May 05, 2025 Q1 2025 |
649
shares
|
$494,654
0.23% of portfolio
|
Q1 2025
Added 3.18%
|
|
|
Private Management Group Inc
|
May 06, 2025 Q1 2025 |
649
shares
|
$494,654
0.02% of portfolio
|
Q2 2024
Added 11.51%
|
|
|
Goodwin Investment Advisory
Woodstock, GA |
May 06, 2025 Q1 2025 |
649
shares
|
$494,654
0.83% of portfolio
|
Q1 2025
Added 146.77%
|
|
|
4 Wealth Advisors, Inc.
Burr Ridge, IL |
May 05, 2025 Q1 2025 |
649
shares
|
$494,654
0.58% of portfolio
|
Q1 2025
Reduced 7.02%
|
|
|
Gfs Advisors, LLC
|
Apr 21, 2025 Q1 2025 |
645
shares
|
$491,606
0.11% of portfolio
|
Q4 2024
Reduced 0.31%
|
|
|
Chemistry Wealth Management LLC
New York, NY |
Jul 08, 2025 Q2 2025 |
644
shares
|
$490,843
0.12% of portfolio
|
Q2 2025
Added 2.88%
|
|
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
Jan 21, 2025 Q4 2024 |
643
shares
|
$490,081
0.21% of portfolio
|
Q4 2024
Added 0.78%
|
|
|
Rosenberg Matthew Hamilton
|
Apr 28, 2025 Q1 2025 |
642
shares
|
$489,319
0.13% of portfolio
|
Q1 2025
Reduced 7.23%
|
|
|
Baron Wealth Management LLC
Troy, MI |
Jul 09, 2025 Q2 2025 |
642
shares
|
$489,319
0.18% of portfolio
|
Q2 2025
Added 2.39%
|
|
|
Readystate Asset Management LP
Chicago, IL |
May 06, 2025 Q1 2025 |
641
shares
|
$488,557
0.02% of portfolio
|
Q1 2025
Reduced 20.96%
|
|
|
Somerset Trust CO
|
Jul 07, 2025 Q2 2025 |
639
shares
|
$487,033
0.17% of portfolio
|
Q2 2025
Reduced 3.77%
|