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 |
|---|---|---|---|---|---|
|
Cannell & Co.
New York, NY |
Feb 05, 2024 Q4 2023 |
672
shares
|
$510,807
0.01% of portfolio
|
Q4 2023
Added 65.93%
|
|
|
Wallace Capital Management Inc.
Dallas, TX |
Aug 14, 2025 Q2 2025 |
670
shares
|
$509,287
0.08% of portfolio
|
Q1 2025
Reduced 33.33%
|
|
|
Gradient Investments LLC
|
Jul 08, 2025 Q2 2025 |
669
shares
|
$508,526
0.01% of portfolio
|
Q2 2025
Reduced 0.15%
|
|
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
Aug 13, 2025 Q2 2025 |
668
shares
|
$507,766
0.08% of portfolio
|
Q2 2025
Added 6.88%
|
|
|
Bickling Financial Services, Inc.
Lexington, MA |
Jan 31, 2023 Q4 2022 |
667
shares
|
$507,006
0.15% of portfolio
|
Q4 2022
Added 0.91%
|
|
|
Rosenberg Matthew Hamilton
|
Jul 28, 2025 Q2 2025 |
666
shares
|
$506,246
0.12% of portfolio
|
Q2 2025
Added 3.74%
|
|
|
Shoker Investment Counsel, Inc.
Oxford, OH |
Aug 11, 2025 Q2 2025 |
666
shares
|
$506,246
0.16% of portfolio
|
Q4 2024
Reduced 1.91%
|
|
|
Foster Victor Wealth Advisors, LLC
|
Jul 15, 2025 Q2 2025 |
665
shares
|
$505,486
0.04% of portfolio
|
Q2 2025
Added 2.15%
|
|
|
Walker Asset Management, LLC
|
Jul 17, 2025 Q2 2025 |
665
shares
|
$505,486
0.32% of portfolio
|
Q2 2025
Added 0.15%
|
|
|
Vantage Financial Partners Ltd., Inc.
|
Aug 14, 2024 Q2 2024 |
665
shares
|
$505,486
0.15% of portfolio
|
Q1 2024
Reduced 9.52%
|
|
|
Wharton Business Group, LLC
Malvern, PA |
Aug 13, 2025 Q2 2025 |
665
shares
|
$505,486
0.02% of portfolio
|
Q1 2025
Added 9.92%
|
|
|
Keener Financial Planning LLC
Keller, TX |
Jul 24, 2025 Q2 2025 |
664
shares
|
$504,726
0.26% of portfolio
|
Q1 2025
Added 24.34%
|
|
|
Strategic Wealth Investment Group, LLC
|
Aug 14, 2025 Q2 2025 |
663
shares
|
$503,966
0.79% of portfolio
|
Q2 2025
Added 8.33%
|
|
|
N.E.W. Advisory Services LLC
|
Aug 18, 2025 Q2 2025 |
662
shares
|
$503,206
0.05% of portfolio
|
Q2 2025
Reduced 37.55%
|
|
|
Clark Asset Management, LLC
Stratham, NH |
Aug 01, 2025 Q2 2025 |
662
shares
|
$503,206
0.07% of portfolio
|
Q2 2025
Added 7.47%
|
|
|
Financial Freedom, LLC
Cincinnati, OH |
Aug 13, 2025 Q2 2025 |
661
shares
|
$502,445
0.28% of portfolio
|
Q2 2025
Added 9.8%
|
|
|
Blue Pointe Capital Management, LLC
San Mateo, CA |
May 02, 2025 Q1 2025 |
660
shares
|
$501,685
0.21% of portfolio
|
Q1 2025
Added 71.43%
|
|
|
Fairscale Capital, LLC
Nashua, NH |
Aug 12, 2025 Q2 2025 |
659
shares
|
$500,925
0.35% of portfolio
|
Q2 2025
Added 22.72%
|
|
|
Vertex Planning Partners, LLC
Downers Grove, IL |
Aug 13, 2025 Q2 2025 |
657
shares
|
$499,405
0.11% of portfolio
|
Q2 2025
Added 3.96%
|
|
|
Howard Wealth Management, LLC
Madison, CT |
Aug 11, 2025 Q2 2025 |
656
shares
|
$498,645
0.26% of portfolio
|
Q2 2025
Reduced 1.35%
|
|
|
Peninsula Wealth, LLC
San Francisco, CA |
Feb 13, 2025 Q4 2024 |
656
shares
|
$498,645
0.09% of portfolio
|
Q4 2024
Added 8.25%
|
|
|
4 Wealth Advisors, Inc.
Burr Ridge, IL |
Aug 04, 2025 Q2 2025 |
654
shares
|
$497,125
0.52% of portfolio
|
Q2 2025
Added 0.77%
|
|
|
Imz Advisory Inc
Boca Raton, FL |
Jul 23, 2025 Q2 2025 |
653
shares
|
$496,364
0.2% of portfolio
|
Q2 2025
Added 0.15%
|
|
|
Knuff & CO LLC
Foster City, CA |
Aug 13, 2025 Q2 2025 |
652
shares
|
$495,604
0.16% of portfolio
|
Q2 2025
Reduced 40.46%
|
|
|
Wedge Capital Management L L P
|
Jul 11, 2025 Q2 2025 |
651
shares
|
$494,844
0.01% of portfolio
|
Q2 2025
Reduced 11.79%
|