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 4,395 institutions that hold shares in the stock, with a total of 808 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 |
|---|---|---|---|---|---|
|
Gould Asset Management LLC
Claremont, CA |
May 01, 2025 Q1 2025 |
548
shares
|
$417,302
0.09% of portfolio
|
Q4 2024
Reduced 12.18%
|
|
|
Bhk Investment Advisors, LLC
|
May 01, 2025 Q1 2025 |
547
shares
|
$416,540
0.19% of portfolio
|
Q1 2025
Reduced 64.43%
|
|
|
Fsa Advisors, Inc.
Troy, MI |
May 08, 2025 Q1 2025 |
547
shares
|
$416,540
0.36% of portfolio
|
Q1 2025
Added 12.78%
|
|
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
May 15, 2025 Q1 2025 |
546
shares
|
$415,779
0.05% of portfolio
|
Q1 2025
Added 2.82%
|
|
|
United Advisor Group, LLC
Cincinnati, OH |
Apr 21, 2025 Q1 2025 |
545
shares
|
$415,017
0.1% of portfolio
|
Q1 2025
Added 32.28%
|
|
|
Atwood & Palmer Inc
|
Jul 08, 2025 Q2 2025 |
544
shares
|
$414,256
0.03% of portfolio
|
Q2 2025
Reduced 12.26%
|
|
|
Lionshead Wealth Management, LLC
New York, NY |
May 14, 2025 Q1 2025 |
543
shares
|
$413,494
0.47% of portfolio
|
Q1 2025
Reduced 7.5%
|
|
|
Pittenger & Anderson Inc
|
May 01, 2025 Q1 2025 |
542
shares
|
$412,733
0.02% of portfolio
|
Q1 2025
Reduced 39.31%
|
|
|
Ullmann Wealth Partners Group, LLC
|
Jul 11, 2025 Q2 2025 |
541
shares
|
$411,971
0.05% of portfolio
|
Q2 2025
Reduced 8.92%
|
|
|
W Advisors, LLC
Germantown, TN |
May 13, 2025 Q1 2025 |
540
shares
|
$411,210
0.28% of portfolio
|
Q4 2024
Reduced 0.37%
|
|
|
Cohen & Steers, Inc.
New York, NY |
May 15, 2025 Q1 2025 |
540
shares
|
$411,210
0.0% of portfolio
|
Q1 2025
Reduced 22.41%
|
|
|
Werba Rubin Papier Wealth Management
San Jose, CA |
May 07, 2025 Q1 2025 |
539
shares
|
$410,448
0.1% of portfolio
|
Q1 2025
Added 16.16%
|
|
|
Private Wealth Advisors, LLC
Fresno, CA |
May 12, 2025 Q1 2025 |
538
shares
|
$409,687
0.16% of portfolio
|
Q1 2025
Added 0.19%
|
|
|
Legacy Advisory Services, LLC
Exton, PA |
May 19, 2025 Q1 2025 |
538
shares
|
$409,687
0.38% of portfolio
|
Q1 2025
New holding
|
|
|
First Bank & Trust
|
Jul 09, 2025 Q2 2025 |
537
shares
|
$408,925
0.08% of portfolio
|
Q2 2025
Reduced 0.19%
|
|
|
Wick Capital Partners, LLC
Wayne, PA |
May 14, 2025 Q1 2025 |
537
shares
|
$408,925
0.14% of portfolio
|
Q1 2025
Added 14.01%
|
|
|
Fairscale Capital, LLC
Nashua, NH |
May 13, 2025 Q1 2025 |
537
shares
|
$408,925
0.4% of portfolio
|
Q3 2024
Reduced 1.83%
|
|
|
Jvl Associates LLC
|
Jul 18, 2025 Q2 2025 |
535
shares
|
$407,402
0.15% of portfolio
|
Q2 2025
Added 5.11%
|
|
|
Cresta Advisors, Ltd.
Laredo, TX |
Jul 16, 2025 Q2 2025 |
535
shares
|
$407,402
0.21% of portfolio
|
Q2 2024
Added 4.7%
|
|
|
Operose Advisors LLC
Milwaukee, WI |
May 12, 2025 Q1 2025 |
534
shares
|
$406,641
0.15% of portfolio
|
Q2 2024
Added 30.56%
|
|
|
Cottage Street Advisors LLC
|
Apr 21, 2025 Q1 2025 |
533
shares
|
$405,879
0.22% of portfolio
|
Q1 2025
Added 2.5%
|
|
|
Southeast Asset Advisors Inc.
Thomasville, GA |
May 14, 2025 Q1 2025 |
533
shares
|
$405,879
0.05% of portfolio
|
Q1 2025
Added 2.5%
|
|
|
Garner Asset Management Corp
|
May 05, 2025 Q1 2025 |
532
shares
|
$405,118
0.2% of portfolio
|
Q4 2024
Added 2.31%
|
|
|
Royal Harbor Partners, LLC
|
Apr 28, 2025 Q1 2025 |
531
shares
|
$404,356
0.22% of portfolio
|
Q4 2024
Added 0.19%
|
|
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
May 01, 2025 Q1 2025 |
531
shares
|
$404,356
0.04% of portfolio
|
Q3 2024
Reduced 3.8%
|