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 4,399 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 $627 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Baron Wealth Management LLC
Troy, MI |
Jul 09, 2025 Q2 2025 |
642
shares
|
$498,474
0.18% of portfolio
|
Q2 2025
Added 2.39%
|
|
|
Readystate Asset Management LP
Chicago, IL |
May 06, 2025 Q1 2025 |
641
shares
|
$497,698
0.02% of portfolio
|
Q1 2025
Reduced 20.96%
|
|
|
Somerset Trust CO
|
Jul 07, 2025 Q2 2025 |
639
shares
|
$496,145
0.17% of portfolio
|
Q2 2025
Reduced 3.77%
|
|
|
Elmwood Wealth Management, Inc.
|
Apr 28, 2025 Q1 2025 |
638
shares
|
$495,368
0.24% of portfolio
|
Q1 2025
Added 3.4%
|
|
|
Octavia Wealth Advisors, LLC
|
Jul 15, 2025 Q2 2025 |
636
shares
|
$493,815
0.06% of portfolio
|
Q2 2025
Reduced 8.36%
|
|
|
Tiger Oak Management, L.L.C.
Albuquerque, NM |
Jul 15, 2025 Q2 2025 |
636
shares
|
$493,815
0.17% of portfolio
|
Q2 2025
Reduced 5.92%
|
|
|
Jfs Wealth Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
635
shares
|
$493,039
0.04% of portfolio
|
Q1 2025
Added 0.32%
|
|
|
Carrera Capital Advisors
Troy, MI |
May 07, 2025 Q1 2025 |
633
shares
|
$491,486
0.12% of portfolio
|
Q1 2025
Added 68.35%
|
|
|
Vertex Planning Partners, LLC
Downers Grove, IL |
May 14, 2025 Q1 2025 |
632
shares
|
$490,710
0.11% of portfolio
|
Q1 2025
Added 5.86%
|
|
|
Silver Oak Wealth Management LLC
Edina, MN |
Apr 30, 2025 Q1 2025 |
632
shares
|
$490,710
0.11% of portfolio
|
Q4 2024
Added 0.8%
|
|
|
New Jersey Better Educational Savings Trust
|
May 09, 2025 Q1 2025 |
629
shares
|
$488,380
1.0% of portfolio
|
Q2 2024
Reduced 67.03%
|
|
|
Pekin Hardy Strauss, Inc.
|
Apr 29, 2025 Q1 2025 |
629
shares
|
$488,380
0.07% of portfolio
|
Q1 2025
Reduced 8.58%
|
|
|
Quartz Partners, LLC
Saratoga Springs, NY |
May 14, 2025 Q1 2025 |
629
shares
|
$488,380
0.32% of portfolio
|
Q1 2025
Reduced 17.67%
|
|
|
Charter Capital Management, Llc\De
Brookfield, WI |
Jul 15, 2025 Q2 2025 |
629
shares
|
$488,380
0.29% of portfolio
|
Q2 2025
New holding
|
|
|
Symphony Financial Services, Inc.
Akron, OH |
May 12, 2025 Q1 2025 |
628
shares
|
$487,604
0.34% of portfolio
|
Q1 2025
Reduced 18.97%
|
|
|
Wealth Advisors, Inc.
|
Oct 23, 2023 Q3 2023 |
626
shares
|
$486,051
0.15% of portfolio
|
Q3 2023
New holding
|
|
|
Ergawealth Advisors, Inc.
Oak Brook, IL |
Jul 22, 2025 Q2 2025 |
626
shares
|
$486,051
0.22% of portfolio
|
Q2 2025
Added 3.99%
|
|
|
Oakwell Private Wealth Management, LLC
|
May 05, 2025 Q1 2025 |
625
shares
|
$485,275
0.14% of portfolio
|
Q1 2025
Added 33.83%
|
|
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
May 13, 2025 Q1 2025 |
625
shares
|
$485,275
0.08% of portfolio
|
Q1 2025
Reduced 6.99%
|
|
|
Prasad Wealth Partners, LLC
Independence, OH |
May 12, 2025 Q1 2025 |
625
shares
|
$485,275
0.17% of portfolio
|
Q4 2024
New holding
|
|
|
Northeast Financial Group, Inc.
Tannersville, PA |
Jul 18, 2025 Q2 2025 |
623
shares
|
$483,722
0.14% of portfolio
|
Q2 2025
Reduced 2.2%
|
|
|
Wood Tarver Financial Group, LLC
Boise, ID |
Apr 29, 2025 Q1 2025 |
623
shares
|
$483,722
0.2% of portfolio
|
Q4 2024
New holding
|
|
|
Tl Private Wealth
|
Jul 08, 2025 Q2 2025 |
622
shares
|
$482,945
0.2% of portfolio
|
Q1 2025
Added 0.16%
|
|
|
Carson Advisory Inc.
|
May 02, 2025 Q1 2025 |
622
shares
|
$482,945
0.37% of portfolio
|
Q1 2025
Reduced 3.86%
|
|
|
Kilter Howling LLC
Boulder, CO |
May 14, 2025 Q1 2025 |
622
shares
|
$482,945
0.3% of portfolio
|
Q3 2022
Added 0.16%
|