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 4,396 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 $615 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Luken Investment Analytics, LLC
Brentwood, TN |
Apr 21, 2025 Q1 2025 |
584
shares
|
$445,113
0.23% of portfolio
|
Q1 2025
Added 2.46%
|
|
|
Cheviot Value Management, LLC
|
May 08, 2025 Q1 2025 |
581
shares
|
$442,826
0.06% of portfolio
|
Q3 2024
Added 0.35%
|
|
|
Dupree Financial Group, LLC
Lexington, KY |
Apr 29, 2025 Q1 2025 |
581
shares
|
$442,826
0.19% of portfolio
|
Q1 2025
Reduced 0.34%
|
|
|
Chelsea Counsel CO
|
Jul 18, 2025 Q2 2025 |
580
shares
|
$442,064
0.23% of portfolio
|
Q2 2025
Reduced 4.13%
|
|
|
Arkfeld Wealth Strategies, L.L.C.
|
Jul 10, 2025 Q2 2025 |
579
shares
|
$441,302
0.19% of portfolio
|
Q2 2025
Added 0.17%
|
|
|
Vickerman Investment Advisors, Inc.
Spokane, WA |
Apr 29, 2025 Q1 2025 |
579
shares
|
$441,302
0.12% of portfolio
|
Q1 2025
Reduced 20.47%
|
|
|
Better Wealth, LLC
|
Jul 14, 2025 Q2 2025 |
578
shares
|
$440,540
0.13% of portfolio
|
Q1 2025
Reduced 1.87%
|
|
|
Heritage Wealth Partners, LLC
Dublin, OH |
May 14, 2025 Q1 2025 |
578
shares
|
$440,540
0.73% of portfolio
|
Q1 2025
Reduced 42.32%
|
|
|
Karpas Strategies, LLC
|
Jul 30, 2024 Q2 2024 |
577
shares
|
$439,777
0.2% of portfolio
|
Q4 2023
New holding
|
|
|
Tobias Financial Advisors, Inc.
Plantation, FL |
May 15, 2025 Q1 2025 |
577
shares
|
$439,777
0.1% of portfolio
|
Q1 2025
Added 87.95%
|
|
|
Wespac Advisors, LLC
|
Apr 30, 2025 Q1 2025 |
576
shares
|
$439,015
0.41% of portfolio
|
Q1 2025
Reduced 25.58%
|
|
|
Jackson Creek Investment Advisors LLC
|
May 05, 2025 Q1 2025 |
576
shares
|
$439,015
0.15% of portfolio
|
Q1 2025
Reduced 0.69%
|
|
|
Silver Oak Advisory Group, Inc.
Portland, OR |
May 09, 2025 Q1 2025 |
575
shares
|
$438,253
0.25% of portfolio
|
Q1 2025
Reduced 6.96%
|
|
|
Purkiss Capital Advisors LLC
Ridgefield, CT |
May 07, 2025 Q1 2025 |
575
shares
|
$438,253
0.36% of portfolio
|
Q1 2025
Reduced 1.88%
|
|
|
Dunhill Financial, LLC
London, X0 |
Apr 21, 2025 Q1 2025 |
574
shares
|
$437,491
0.22% of portfolio
|
Q1 2025
Reduced 1.37%
|
|
|
Le Conte Wealth Management, LLC
Maryville, TN |
Jul 15, 2025 Q2 2025 |
573
shares
|
$436,729
0.3% of portfolio
|
Q2 2025
Added 33.26%
|
|
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
May 14, 2025 Q1 2025 |
570
shares
|
$434,442
0.32% of portfolio
|
Q1 2025
Added 7.55%
|
|
|
Viawealth, LLC
Overland Park, KS |
May 07, 2025 Q1 2025 |
570
shares
|
$434,442
0.29% of portfolio
|
Q1 2025
Added 8.37%
|
|
|
Gr Financial Group, LLC
Tucson, AZ |
Apr 28, 2025 Q1 2025 |
569
shares
|
$433,680
0.07% of portfolio
|
Q1 2025
Added 0.18%
|
|
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
Jul 14, 2025 Q2 2025 |
568
shares
|
$432,918
0.16% of portfolio
|
Q2 2025
Added 6.77%
|
|
|
First Premier Bank
|
Jul 11, 2025 Q2 2025 |
567
shares
|
$432,156
0.11% of portfolio
|
Q2 2025
Added 6.38%
|
|
|
Morling Financial Advisors, LLC
|
May 06, 2025 Q1 2025 |
567
shares
|
$432,156
0.17% of portfolio
|
Q1 2025
Added 113.16%
|
|
|
Coastal Bridge Advisors, LLC
|
May 08, 2025 Q1 2025 |
567
shares
|
$432,156
0.14% of portfolio
|
Q1 2025
Reduced 14.09%
|
|
|
Twin Tree Management, LP
Dallas, TX |
May 15, 2025 Q1 2025 |
567
shares
|
$432,156
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Bellevue Asset Management, LLC
Bellevue, WA |
Apr 28, 2025 Q1 2025 |
567
shares
|
$432,156
0.26% of portfolio
|
Q4 2024
Added 183.5%
|