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 |
|---|---|---|---|---|---|
|
Franklin, Parlapiano, Turner & Welch, LLC
|
Jul 25, 2025 Q2 2025 |
594
shares
|
$451,517
0.12% of portfolio
|
Q4 2024
Reduced 2.62%
|
|
|
Wilson & Boucher Capital Management, LLC
|
Jul 03, 2025 Q2 2025 |
592
shares
|
$449,996
0.32% of portfolio
|
Q2 2025
Reduced 1.17%
|
|
|
Howard Financial Services, Ltd.
|
Jul 02, 2025 Q2 2025 |
592
shares
|
$449,996
0.06% of portfolio
|
Q2 2025
Reduced 15.55%
|
|
|
Red Wave Investments LLC
Dillsburg, PA |
Jul 31, 2025 Q2 2025 |
592
shares
|
$449,996
0.17% of portfolio
|
Q2 2025
Reduced 0.84%
|
|
|
Fmfe Wealth Management, LLC
Syracuse, NY |
Aug 13, 2024 Q2 2024 |
591
shares
|
$449,236
0.5% of portfolio
|
Q2 2024
Reduced 14.47%
|
|
|
Tb Alternative Assets Ltd.
|
Jul 16, 2025 Q2 2025 |
590
shares
|
$448,476
0.09% of portfolio
|
Q1 2025
New holding
|
|
|
Rebalance, LLC
Palo Alto, CA |
Jul 16, 2025 Q2 2025 |
590
shares
|
$448,476
0.03% of portfolio
|
Q2 2025
Reduced 0.84%
|
|
|
Harrell Investment Partners, LLC
Austin, TX |
Jul 15, 2025 Q2 2025 |
589
shares
|
$447,716
0.12% of portfolio
|
Q2 2025
Reduced 17.97%
|
|
|
Spc Financial, Inc.
|
Jul 25, 2025 Q2 2025 |
588
shares
|
$446,956
0.04% of portfolio
|
Q2 2025
Reduced 1.01%
|
|
|
Pacific Capital Wealth Advisors, Inc
|
Jul 09, 2025 Q2 2025 |
587
shares
|
$446,196
0.08% of portfolio
|
Q1 2025
Reduced 0.17%
|
|
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
Aug 13, 2025 Q2 2025 |
586
shares
|
$445,436
0.05% of portfolio
|
Q2 2025
Added 7.33%
|
|
|
Aquire Wealth Advisors, LLC
|
Jul 22, 2025 Q2 2025 |
585
shares
|
$444,676
0.12% of portfolio
|
Q3 2024
New holding
|
|
|
Princeton Global Asset Management LLC
|
Jul 29, 2025 Q2 2025 |
585
shares
|
$444,676
0.09% of portfolio
|
Q2 2025
Added 26.62%
|
|
|
Aimz Investment Advisors, LLC
|
Aug 12, 2025 Q2 2025 |
584
shares
|
$443,915
0.15% of portfolio
|
Q1 2025
Added 16.1%
|
|
|
Fiduciary Planning LLC
Coral Springs, FL |
Jul 29, 2025 Q2 2025 |
584
shares
|
$443,915
0.19% of portfolio
|
Q2 2025
Added 12.52%
|
|
|
Symphony Financial Services, Inc.
Akron, OH |
Aug 08, 2025 Q2 2025 |
583
shares
|
$443,155
0.27% of portfolio
|
Q2 2025
Reduced 7.17%
|
|
|
Dunhill Financial, LLC
London, X0 |
Aug 05, 2025 Q2 2025 |
582
shares
|
$442,395
0.13% of portfolio
|
Q2 2025
Added 1.39%
|
|
|
Burk Holdings LLC
Tulsa, OK |
Aug 12, 2025 Q2 2025 |
582
shares
|
$442,395
0.28% of portfolio
|
Q2 2025
New holding
|
|
|
Cheviot Value Management, LLC
|
Aug 13, 2025 Q2 2025 |
581
shares
|
$441,635
0.05% of portfolio
|
Q3 2024
Added 0.35%
|
|
|
Chelsea Counsel CO
|
Jul 18, 2025 Q2 2025 |
580
shares
|
$440,875
0.23% of portfolio
|
Q2 2025
Reduced 4.13%
|
|
|
Arkfeld Wealth Strategies, L.L.C.
|
Jul 10, 2025 Q2 2025 |
579
shares
|
$440,115
0.19% of portfolio
|
Q2 2025
Added 0.17%
|
|
|
Better Wealth, LLC
|
Jul 14, 2025 Q2 2025 |
578
shares
|
$439,355
0.13% of portfolio
|
Q1 2025
Reduced 1.87%
|
|
|
Financial Insights, Inc.
|
Jul 21, 2025 Q2 2025 |
578
shares
|
$439,355
0.17% of portfolio
|
Q2 2025
Reduced 4.15%
|
|
|
Heritage Wealth Partners, LLC
Dublin, OH |
May 14, 2025 Q1 2025 |
578
shares
|
$439,355
0.73% of portfolio
|
Q1 2025
Reduced 42.32%
|
|
|
Karpas Strategies, LLC
|
Jul 30, 2024 Q2 2024 |
577
shares
|
$438,595
0.2% of portfolio
|
Q4 2023
New holding
|