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 |
---|---|---|---|---|---|
Silver Oak Advisory Group, Inc.
Portland, OR |
Jul 30, 2025 Q2 2025 |
577
shares
|
$438,595
0.22% of portfolio
|
Q2 2025
Added 0.35%
|
|
Yarger Wealth Strategies, LLC
Westerville, OH |
Jul 25, 2025 Q2 2025 |
577
shares
|
$438,595
0.27% of portfolio
|
Q2 2025
Added 24.09%
|
|
Wespac Advisors, LLC
|
Jul 23, 2025 Q2 2025 |
576
shares
|
$437,834
0.35% of portfolio
|
Q1 2025
Reduced 25.58%
|
|
Tobias Financial Advisors, Inc.
Plantation, FL |
Aug 13, 2025 Q2 2025 |
574
shares
|
$436,314
0.08% of portfolio
|
Q2 2025
Reduced 0.52%
|
|
Le Conte Wealth Management, LLC
Maryville, TN |
Jul 15, 2025 Q2 2025 |
573
shares
|
$435,554
0.3% of portfolio
|
Q2 2025
Added 33.26%
|
|
Bellevue Asset Management, LLC
Bellevue, WA |
Jul 23, 2025 Q2 2025 |
572
shares
|
$434,794
0.23% of portfolio
|
Q2 2025
Added 0.88%
|
|
Luken Investment Analytics, LLC
Brentwood, TN |
Jul 22, 2025 Q2 2025 |
570
shares
|
$433,274
0.19% of portfolio
|
Q2 2025
Reduced 2.4%
|
|
Jackson Creek Investment Advisors LLC
|
Aug 13, 2025 Q2 2025 |
569
shares
|
$432,513
0.12% of portfolio
|
Q2 2025
Reduced 1.22%
|
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
Jul 14, 2025 Q2 2025 |
568
shares
|
$431,753
0.16% of portfolio
|
Q2 2025
Added 6.77%
|
|
First Premier Bank
|
Jul 11, 2025 Q2 2025 |
567
shares
|
$430,993
0.11% of portfolio
|
Q2 2025
Added 6.38%
|
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
Aug 14, 2025 Q2 2025 |
567
shares
|
$430,993
0.28% of portfolio
|
Q2 2025
Reduced 0.53%
|
|
Gr Financial Group, LLC
Tucson, AZ |
Aug 11, 2025 Q2 2025 |
565
shares
|
$429,473
0.11% of portfolio
|
Q2 2025
Reduced 0.7%
|
|
Echo45 Advisors LLC
|
Aug 12, 2025 Q2 2025 |
562
shares
|
$427,193
0.29% of portfolio
|
Q2 2025
Added 0.18%
|
|
Swan Global Investments, LLC
Durango, CO |
Jul 29, 2025 Q2 2025 |
562
shares
|
$427,193
0.02% of portfolio
|
Q2 2025
Added 26.29%
|
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
Jul 08, 2025 Q2 2025 |
562
shares
|
$427,193
0.17% of portfolio
|
Q2 2025
Reduced 12.05%
|
|
Planning Center, Inc.
|
Jul 30, 2025 Q2 2025 |
560
shares
|
$425,672
0.07% of portfolio
|
Q4 2023
Reduced 0.36%
|
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
Aug 06, 2025 Q2 2025 |
560
shares
|
$425,672
0.2% of portfolio
|
Q1 2025
Added 30.23%
|
|
Viawealth, LLC
Overland Park, KS |
Aug 12, 2025 Q2 2025 |
560
shares
|
$425,672
0.26% of portfolio
|
Q2 2025
Reduced 1.75%
|
|
Tpg Advisors LLC
Northfield, IL |
Jul 18, 2025 Q2 2025 |
560
shares
|
$425,672
0.32% of portfolio
|
Q1 2025
Reduced 6.67%
|
|
Bigelow Investment Advisors, LLC
|
Jul 10, 2025 Q2 2025 |
557
shares
|
$423,392
0.19% of portfolio
|
Q2 2025
Added 8.37%
|
|
Bhk Investment Advisors, LLC
|
Aug 06, 2025 Q2 2025 |
557
shares
|
$423,392
0.17% of portfolio
|
Q2 2025
Added 1.83%
|
|
Panoramic Capital Partners, LLC
Lake Oswego, OR |
Jul 18, 2025 Q2 2025 |
555
shares
|
$421,872
0.3% of portfolio
|
Q2 2025
Reduced 8.87%
|
|
Phoenix Wealth Advisors
|
Aug 08, 2025 Q2 2025 |
554
shares
|
$421,112
0.18% of portfolio
|
Q1 2025
Added 25.91%
|
|
Crescent Sterling, Ltd.
Metairie, LA |
Aug 04, 2025 Q2 2025 |
553
shares
|
$420,351
0.48% of portfolio
|
Q4 2024
Reduced 11.52%
|
|
Financial Perspectives, Inc
Minneapolis, MN |
Jul 29, 2025 Q2 2025 |
552
shares
|
$419,591
0.13% of portfolio
|
Q2 2025
Added 32.37%
|