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 |
|---|---|---|---|---|---|
|
E Rn Financial, LLC
|
Jul 17, 2025 Q2 2025 |
692
shares
|
$526,009
0.12% of portfolio
|
Q2 2025
Reduced 54.26%
|
|
|
New Hampshire Trust
Concord, NH |
Jul 31, 2025 Q2 2025 |
692
shares
|
$526,009
0.11% of portfolio
|
Q2 2025
Added 3.59%
|
|
|
D.B. Root & Company, LLC
|
Jul 22, 2025 Q2 2025 |
691
shares
|
$525,249
0.17% of portfolio
|
Q2 2025
Added 75.38%
|
|
|
Seaside Wealth Management, Inc.
Carlsbad, CA |
Jul 09, 2025 Q2 2025 |
691
shares
|
$525,249
0.17% of portfolio
|
Q2 2025
Added 3.91%
|
|
|
Client First Capital LLC
|
Aug 08, 2025 Q2 2025 |
690
shares
|
$524,489
0.26% of portfolio
|
Q2 2025
New holding
|
|
|
Corient Ia LLC
Miami, FL |
Aug 14, 2025 Q2 2025 |
690
shares
|
$524,489
0.32% of portfolio
|
Q1 2025
New holding
|
|
|
Mcdonald Partners LLC
|
Aug 12, 2025 Q2 2025 |
689
shares
|
$523,729
0.13% of portfolio
|
Q2 2025
Reduced 35.61%
|
|
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
Jul 23, 2025 Q2 2025 |
689
shares
|
$523,729
0.03% of portfolio
|
Q2 2025
Added 14.26%
|
|
|
Pb Mares Wealth Management LLC
|
Jul 18, 2025 Q2 2025 |
687
shares
|
$522,209
0.1% of portfolio
|
Q2 2025
Added 11.89%
|
|
|
H. L. Ormond & Company, LLC
Greenville, NC |
Nov 14, 2022 Q3 2022 |
687
shares
|
$522,209
0.36% of portfolio
|
Q3 2022
New holding
|
|
|
Alliance Wealth Advisors, LLC
|
Jul 17, 2025 Q2 2025 |
684
shares
|
$519,928
0.25% of portfolio
|
Q1 2025
Reduced 7.32%
|
|
|
Fairhaven Wealth Management, LLC
|
Feb 04, 2025 Q4 2024 |
684
shares
|
$519,928
0.17% of portfolio
|
Q4 2024
Added 14.96%
|
|
|
Traverso Chambers Private Wealth Management, LLC
|
Jan 08, 2024 Q4 2023 |
683
shares
|
$519,168
0.1% of portfolio
|
Q4 2023
Reduced 3.12%
|
|
|
Powell Investment Advisors, LLC
|
Jul 22, 2025 Q2 2025 |
683
shares
|
$519,168
0.21% of portfolio
|
Q3 2024
Added 3.02%
|
|
|
Vanguard Capital Wealth Advisors
|
Jul 11, 2025 Q2 2025 |
683
shares
|
$519,168
0.54% of portfolio
|
Q2 2025
Added 23.06%
|
|
|
Inspirion Wealth Advisors, LLC
|
Jul 09, 2025 Q2 2025 |
682
shares
|
$518,408
0.07% of portfolio
|
Q2 2025
Added 0.89%
|
|
|
Members Trust CO
|
Jul 30, 2025 Q2 2025 |
682
shares
|
$518,408
0.02% of portfolio
|
Q2 2025
Added 11.8%
|
|
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
Jul 17, 2025 Q2 2025 |
682
shares
|
$518,408
0.2% of portfolio
|
Q2 2025
Reduced 0.58%
|
|
|
Karpus Management, Inc.
Pittsford, NY |
Aug 14, 2025 Q2 2025 |
680
shares
|
$516,888
0.02% of portfolio
|
Q2 2022
New holding
|
|
|
Cypress Capital, LLC
|
Aug 07, 2025 Q2 2025 |
678
shares
|
$515,368
0.15% of portfolio
|
Q2 2025
Added 33.2%
|
|
|
Verity Asset Management, Inc.
Durham, NC |
Aug 05, 2025 Q2 2025 |
678
shares
|
$515,368
0.25% of portfolio
|
Q2 2025
Reduced 48.71%
|
|
|
Carrera Capital Advisors
Troy, MI |
Jul 31, 2025 Q2 2025 |
676
shares
|
$513,847
0.11% of portfolio
|
Q2 2025
Added 6.79%
|
|
|
Middleton & CO Inc
|
Aug 06, 2025 Q2 2025 |
675
shares
|
$513,087
0.06% of portfolio
|
Q1 2025
Reduced 8.29%
|
|
|
Hm Capital Management, LLC
Clayton, MO |
Nov 04, 2022 Q3 2022 |
675
shares
|
$513,087
0.13% of portfolio
|
Q2 2022
New holding
|
|
|
Le Clair Wealth Partners LLC
Dublin, OH |
Aug 06, 2025 Q2 2025 |
674
shares
|
$512,327
0.36% of portfolio
|
Q2 2025
Added 1.05%
|