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 |
|---|---|---|---|---|---|
|
Ckw Financial Group
|
May 16, 2025 Q1 2025 |
602
shares
|
$467,416
0.06% of portfolio
|
Q1 2025
Reduced 53.76%
|
|
|
Financial Freedom, LLC
Cincinnati, OH |
Apr 18, 2025 Q1 2025 |
602
shares
|
$467,416
0.29% of portfolio
|
Q4 2024
Added 0.17%
|
|
|
Tillman Hartley LLC
Orlando, FL |
May 08, 2025 Q1 2025 |
602
shares
|
$467,416
0.14% of portfolio
|
Q4 2024
Reduced 2.59%
|
|
|
One Plus One Wealth Management, LLC
|
Jul 16, 2025 Q2 2025 |
600
shares
|
$465,864
0.35% of portfolio
|
Q1 2025
Reduced 13.54%
|
|
|
Capital Advantage, Inc.
|
Jul 11, 2025 Q2 2025 |
600
shares
|
$465,864
0.08% of portfolio
|
Q2 2025
Added 5.08%
|
|
|
Capital Financial Services, LLC
|
Jan 23, 2023 Q4 2022 |
600
shares
|
$465,864
0.3% of portfolio
|
Q4 2022
New holding
|
|
|
Ninety One Sa (Pty) LTD
Cape Town, T3 |
Jul 18, 2025 Q2 2025 |
600
shares
|
$465,864
0.08% of portfolio
|
Q2 2025
Reduced 4.46%
|
|
|
Adar1 Capital Management, LLC
Austin, TX |
May 15, 2025 Q1 2025 |
600
shares
|
$465,864
0.09% of portfolio
|
Q1 2025
Reduced 55.56%
|
|
|
Crumly & Associates Inc.
|
Jul 02, 2025 Q2 2025 |
599
shares
|
$465,087
0.14% of portfolio
|
Q2 2025
Reduced 38.82%
|
|
|
Summit Wealth & Retirement Planning, Inc.
|
May 05, 2025 Q1 2025 |
598
shares
|
$464,311
0.16% of portfolio
|
Q1 2025
Added 9.52%
|
|
|
Decision Map Wealth Management, LLC
Great Falls, VA |
Apr 21, 2025 Q1 2025 |
598
shares
|
$464,311
0.38% of portfolio
|
Q1 2025
Added 6.41%
|
|
|
Red Wave Investments LLC
Dillsburg, PA |
May 01, 2025 Q1 2025 |
597
shares
|
$463,534
0.2% of portfolio
|
Q4 2023
Reduced 3.86%
|
|
|
Franklin, Parlapiano, Turner & Welch, LLC
|
Apr 25, 2025 Q1 2025 |
594
shares
|
$461,205
0.13% of portfolio
|
Q4 2024
Reduced 2.62%
|
|
|
Spc Financial, Inc.
|
May 08, 2025 Q1 2025 |
594
shares
|
$461,205
0.04% of portfolio
|
Q1 2025
Reduced 0.67%
|
|
|
Wilson & Boucher Capital Management, LLC
|
Jul 03, 2025 Q2 2025 |
592
shares
|
$459,652
0.32% of portfolio
|
Q2 2025
Reduced 1.17%
|
|
|
Howard Financial Services, Ltd.
|
Jul 02, 2025 Q2 2025 |
592
shares
|
$459,652
0.06% of portfolio
|
Q2 2025
Reduced 15.55%
|
|
|
Blue Barn Wealth, LLC
|
May 09, 2025 Q1 2025 |
591
shares
|
$458,876
0.26% of portfolio
|
Q1 2025
Added 19.88%
|
|
|
Fmfe Wealth Management, LLC
Syracuse, NY |
Aug 13, 2024 Q2 2024 |
591
shares
|
$458,876
0.5% of portfolio
|
Q2 2024
Reduced 14.47%
|
|
|
Tb Alternative Assets Ltd.
|
Jul 16, 2025 Q2 2025 |
590
shares
|
$458,099
0.09% of portfolio
|
Q1 2025
New holding
|
|
|
Rebalance, LLC
Palo Alto, CA |
Jul 16, 2025 Q2 2025 |
590
shares
|
$458,099
0.03% of portfolio
|
Q2 2025
Reduced 0.84%
|
|
|
Harrell Investment Partners, LLC
Austin, TX |
Jul 15, 2025 Q2 2025 |
589
shares
|
$457,323
0.12% of portfolio
|
Q2 2025
Reduced 17.97%
|
|
|
Elefante Mark B
Boston, MA |
May 06, 2025 Q1 2025 |
588
shares
|
$456,546
0.38% of portfolio
|
Q1 2025
New holding
|
|
|
Pacific Capital Wealth Advisors, Inc
|
Jul 09, 2025 Q2 2025 |
587
shares
|
$455,770
0.08% of portfolio
|
Q1 2025
Reduced 0.17%
|
|
|
High Falls Advisors, Inc
Rochester, NY |
May 13, 2025 Q1 2025 |
587
shares
|
$455,770
0.12% of portfolio
|
Q1 2025
Added 3.89%
|
|
|
Lee Danner & Bass Inc
|
Apr 29, 2025 Q1 2025 |
585
shares
|
$454,217
0.04% of portfolio
|
Q1 2025
Added 4.65%
|