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 |
|---|---|---|---|---|---|
|
Aspiriant, LLC
|
Jul 29, 2025 Q2 2025 |
631
shares
|
$479,642
0.02% of portfolio
|
Q2 2025
Reduced 3.81%
|
|
|
Jfs Wealth Advisors, LLC
|
Jul 24, 2025 Q2 2025 |
629
shares
|
$478,121
0.03% of portfolio
|
Q2 2025
Reduced 0.94%
|
|
|
Waypoint Wealth Counsel
Atlanta, GA |
Jul 25, 2025 Q2 2025 |
629
shares
|
$478,121
0.24% of portfolio
|
Q2 2025
Reduced 20.58%
|
|
|
Charter Capital Management, Llc\De
Brookfield, WI |
Jul 15, 2025 Q2 2025 |
629
shares
|
$478,121
0.29% of portfolio
|
Q2 2025
New holding
|
|
|
Laffer Tengler Investments
Nashville, TN |
Aug 07, 2025 Q2 2025 |
627
shares
|
$476,601
0.09% of portfolio
|
Q2 2025
New holding
|
|
|
Wealth Advisors, Inc.
|
Oct 23, 2023 Q3 2023 |
626
shares
|
$475,841
0.15% of portfolio
|
Q3 2023
New holding
|
|
|
Ergawealth Advisors, Inc.
Oak Brook, IL |
Jul 22, 2025 Q2 2025 |
626
shares
|
$475,841
0.22% of portfolio
|
Q2 2025
Added 3.99%
|
|
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
Aug 08, 2025 Q2 2025 |
623
shares
|
$473,560
0.32% of portfolio
|
Q2 2025
Reduced 13.71%
|
|
|
Northeast Financial Group, Inc.
Tannersville, PA |
Jul 18, 2025 Q2 2025 |
623
shares
|
$473,560
0.14% of portfolio
|
Q2 2025
Reduced 2.2%
|
|
|
Runnymede Capital Advisors, Inc.
Dublin, OH |
Aug 07, 2025 Q2 2025 |
623
shares
|
$473,560
0.45% of portfolio
|
Q2 2025
Reduced 4.59%
|
|
|
Morey & Quinn Wealth Partners, LLC
Omaha, NE |
Jul 23, 2025 Q2 2025 |
623
shares
|
$473,560
0.39% of portfolio
|
Q2 2025
Added 19.58%
|
|
|
Wood Tarver Financial Group, LLC
Boise, ID |
Aug 12, 2025 Q2 2025 |
623
shares
|
$473,560
0.15% of portfolio
|
Q4 2024
New holding
|
|
|
Tl Private Wealth
|
Jul 08, 2025 Q2 2025 |
622
shares
|
$472,800
0.2% of portfolio
|
Q1 2025
Added 0.16%
|
|
|
Kilter Howling LLC
Boulder, CO |
Aug 13, 2025 Q2 2025 |
622
shares
|
$472,800
0.29% of portfolio
|
Q3 2022
Added 0.16%
|
|
|
Lockerman Financial Group, Inc.
|
Jul 17, 2025 Q2 2025 |
621
shares
|
$472,040
0.7% of portfolio
|
Q2 2025
Reduced 0.16%
|
|
|
Tag Stone Capital, Inc.
|
Aug 11, 2025 Q2 2025 |
621
shares
|
$472,040
0.22% of portfolio
|
Q2 2025
Added 19.42%
|
|
|
Roberts Glore & CO Inc
Deerfield, IL |
Aug 07, 2025 Q2 2025 |
621
shares
|
$472,040
0.15% of portfolio
|
Q1 2025
Added 2.14%
|
|
|
Aj Wealth Strategies, LLC
|
Jul 20, 2023 Q2 2023 |
620
shares
|
$471,280
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
Community Bank & Trust, Waco, Texas
Waco, TX |
Jul 18, 2025 Q2 2025 |
620
shares
|
$471,280
0.11% of portfolio
|
Q3 2024
Reduced 3.13%
|
|
|
Providence Capital Advisors, LLC
Charlotte, NC |
Aug 13, 2025 Q2 2025 |
619
shares
|
$470,520
0.09% of portfolio
|
Q2 2025
Added 23.31%
|
|
|
Howard Capital Management Group, LLC
|
Jul 16, 2025 Q2 2025 |
618
shares
|
$469,760
0.03% of portfolio
|
Q3 2024
Reduced 5.79%
|
|
|
Commons Capital, LLC
Needham, MA |
Jul 29, 2025 Q2 2025 |
618
shares
|
$469,760
0.37% of portfolio
|
Q2 2025
Added 17.49%
|
|
|
Helium Advisors LLC
Everett, WA |
Aug 14, 2025 Q2 2025 |
618
shares
|
$469,760
0.3% of portfolio
|
Q2 2025
Reduced 10.17%
|
|
|
Oakwell Private Wealth Management, LLC
|
Aug 05, 2025 Q2 2025 |
616
shares
|
$468,240
0.11% of portfolio
|
Q2 2025
Reduced 1.44%
|
|
|
Barnes Dennig Private Wealth Management LLC
Cincinnati, OH |
Aug 04, 2025 Q2 2025 |
615
shares
|
$467,479
0.57% of portfolio
|
Q2 2025
Added 46.78%
|