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 |
|---|---|---|---|---|---|
|
Lockerman Financial Group, Inc.
|
Jul 17, 2025 Q2 2025 |
621
shares
|
$482,169
0.7% of portfolio
|
Q2 2025
Reduced 0.16%
|
|
|
Roberts Glore & CO Inc
Deerfield, IL |
May 09, 2025 Q1 2025 |
621
shares
|
$482,169
0.16% of portfolio
|
Q1 2025
Added 2.14%
|
|
|
Aj Wealth Strategies, LLC
|
Jul 20, 2023 Q2 2023 |
620
shares
|
$481,392
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
Community Bank & Trust, Waco, Texas
Waco, TX |
Jul 18, 2025 Q2 2025 |
620
shares
|
$481,392
0.11% of portfolio
|
Q3 2024
Reduced 3.13%
|
|
|
Nbw Capital LLC
|
May 12, 2025 Q1 2025 |
619
shares
|
$480,616
0.12% of portfolio
|
Q1 2025
Reduced 16.8%
|
|
|
Keyvantage Wealth, LLC
Bethlehem, PA |
May 07, 2025 Q1 2025 |
619
shares
|
$480,616
0.25% of portfolio
|
Q1 2025
Reduced 50.6%
|
|
|
Howard Capital Management Group, LLC
|
Jul 16, 2025 Q2 2025 |
618
shares
|
$479,839
0.03% of portfolio
|
Q3 2024
Reduced 5.79%
|
|
|
Green Square Capital Advisors LLC
|
Apr 21, 2025 Q1 2025 |
617
shares
|
$479,063
0.08% of portfolio
|
Q1 2025
Reduced 9.26%
|
|
|
Vista Capital Partners, Inc.
|
May 05, 2025 Q1 2025 |
617
shares
|
$479,063
0.01% of portfolio
|
Q1 2025
Reduced 60.85%
|
|
|
Clark Asset Management, LLC
Stratham, NH |
Apr 28, 2025 Q1 2025 |
616
shares
|
$478,287
0.09% of portfolio
|
Q1 2025
Added 35.09%
|
|
|
Auxier Asset Management
Aurora, OR |
May 14, 2025 Q1 2025 |
615
shares
|
$477,510
0.08% of portfolio
|
Q1 2025
Reduced 1.91%
|
|
|
Sentinel Pension Advisors Inc
Wakefield, MA |
Jul 14, 2025 Q2 2025 |
614
shares
|
$476,734
0.09% of portfolio
|
Q1 2025
Added 0.16%
|
|
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
May 13, 2025 Q1 2025 |
613
shares
|
$475,957
0.01% of portfolio
|
Q1 2025
Added 49.88%
|
|
|
Strategic Wealth Investment Group, LLC
|
Apr 14, 2025 Q1 2025 |
612
shares
|
$475,181
0.93% of portfolio
|
Q1 2025
Reduced 51.16%
|
|
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
Apr 17, 2025 Q1 2025 |
612
shares
|
$475,181
0.27% of portfolio
|
Q1 2025
Added 19.77%
|
|
|
Hillsdale Investment Management Inc.
Toronto, A6 |
May 09, 2025 Q1 2025 |
612
shares
|
$475,181
0.03% of portfolio
|
Q1 2025
Reduced 32.15%
|
|
|
Cardinal Strategic Wealth Guidance
|
Jul 21, 2025 Q2 2025 |
611
shares
|
$474,404
0.14% of portfolio
|
Q2 2025
Reduced 4.53%
|
|
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
May 07, 2025 Q1 2025 |
611
shares
|
$474,404
0.26% of portfolio
|
Q1 2025
Added 7.57%
|
|
|
Members Trust CO
|
May 02, 2025 Q1 2025 |
610
shares
|
$473,628
0.02% of portfolio
|
Q1 2025
Added 42.86%
|
|
|
General Partner, Inc.
Pittsburgh, PA |
Jul 07, 2025 Q2 2025 |
610
shares
|
$473,628
0.28% of portfolio
|
Q1 2025
Added 1.67%
|
|
|
M3 Advisory Group, LLC
Needham Heights, MA |
Apr 22, 2025 Q1 2025 |
606
shares
|
$470,522
0.4% of portfolio
|
Q1 2025
Added 8.21%
|
|
|
Pks Advisory Services, LLC
Albany, NY |
May 14, 2025 Q1 2025 |
606
shares
|
$470,522
0.14% of portfolio
|
Q1 2025
Reduced 2.57%
|
|
|
Buckley Wealth Management, LLC
|
May 15, 2025 Q1 2025 |
603
shares
|
$468,193
0.16% of portfolio
|
Q1 2025
Added 10.44%
|
|
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
May 14, 2025 Q1 2025 |
603
shares
|
$468,193
0.04% of portfolio
|
Q1 2025
Added 63.86%
|
|
|
Buffington Mohr Mc Neal
|
Apr 28, 2025 Q1 2025 |
602
shares
|
$467,416
0.1% of portfolio
|
Q1 2025
Reduced 77.61%
|