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 |
|---|---|---|---|---|---|
|
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%
|
|
|
Strategic Financial Services, Inc,
Utica, NY |
May 23, 2025 Q1 2025 |
531
shares
|
$404,356
0.03% of portfolio
|
Q1 2025
Reduced 0.19%
|
|
|
Titleist Asset Management, LLC
San Antonio, TX |
May 15, 2025 Q1 2025 |
531
shares
|
$404,356
0.05% of portfolio
|
Q1 2025
Added 3.91%
|
|
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
Jul 08, 2025 Q2 2025 |
527
shares
|
$401,310
0.3% of portfolio
|
Q2 2025
Added 2.53%
|
|
|
Commons Capital, LLC
Needham, MA |
May 12, 2025 Q1 2025 |
526
shares
|
$400,549
0.4% of portfolio
|
Q1 2025
Added 28.92%
|
|
|
Saxon Interests, Inc.
|
Jul 17, 2025 Q2 2025 |
525
shares
|
$399,787
0.18% of portfolio
|
Q1 2025
Added 44.23%
|
|
|
Fortune 45 LLC
|
May 15, 2025 Q1 2025 |
525
shares
|
$399,787
0.28% of portfolio
|
Q1 2025
New holding
|
|
|
Ptm Wealth Management, LLC
North Wales, X1 |
Jul 08, 2025 Q2 2025 |
524
shares
|
$399,026
0.27% of portfolio
|
Q2 2025
Added 10.55%
|
|
|
J. L. Bainbridge & Co., Inc.
|
Apr 24, 2025 Q1 2025 |
523
shares
|
$398,264
0.05% of portfolio
|
Q4 2024
Reduced 84.75%
|
|
|
Keystone Wealth Services, LLC
|
Jul 09, 2025 Q2 2025 |
521
shares
|
$396,741
0.11% of portfolio
|
Q2 2025
Reduced 4.05%
|
|
|
Morey & Quinn Wealth Partners, LLC
Omaha, NE |
Apr 16, 2025 Q1 2025 |
521
shares
|
$396,741
0.36% of portfolio
|
Q1 2025
Added 0.58%
|
|
|
Tag Stone Capital, Inc.
|
May 05, 2025 Q1 2025 |
520
shares
|
$395,980
0.22% of portfolio
|
Q1 2025
Added 0.19%
|
|
|
Mba Advisors LLC
Hermitage, PA |
Jul 17, 2025 Q2 2025 |
520
shares
|
$395,980
0.19% of portfolio
|
Q2 2025
Reduced 0.76%
|
|
|
Blue Bell Private Wealth Management, LLC
|
May 05, 2025 Q1 2025 |
519
shares
|
$395,218
0.09% of portfolio
|
Q1 2025
Added 0.39%
|
|
|
Fiduciary Planning LLC
Coral Springs, FL |
Apr 11, 2025 Q1 2025 |
519
shares
|
$395,218
0.18% of portfolio
|
Q1 2025
Added 3.18%
|
|
|
Osprey Private Wealth LLC
New York, NY |
Jul 07, 2025 Q2 2025 |
519
shares
|
$395,218
0.22% of portfolio
|
Q2 2025
Added 12.83%
|
|
|
Arvest Trust CO N A
Rogers, AR |
Aug 09, 2024 Q2 2024 |
518
shares
|
$394,457
0.03% of portfolio
|
Q2 2024
Reduced 6.67%
|
|
|
Compton Financial Group, LLC
|
Apr 11, 2025 Q1 2025 |
517
shares
|
$393,695
0.12% of portfolio
|
Q4 2024
Reduced 4.08%
|
|
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
Jul 10, 2025 Q2 2025 |
517
shares
|
$393,695
0.1% of portfolio
|
Q2 2025
Added 6.82%
|
|
|
Foguth Wealth Management, Llc.
Brighton, MI |
May 15, 2025 Q1 2025 |
517
shares
|
$393,695
0.1% of portfolio
|
Q1 2025
Reduced 3.0%
|
|
|
Global View Capital Management LLC
Waukesha, WI |
May 13, 2025 Q1 2025 |
517
shares
|
$393,695
0.16% of portfolio
|
Q1 2025
Reduced 4.79%
|
|
|
Mc Collum Christoferson Group LLC
Amherst, NY |
May 06, 2025 Q1 2025 |
516
shares
|
$392,934
0.14% of portfolio
|
Q2 2024
Added 4.03%
|
|
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
May 13, 2025 Q1 2025 |
516
shares
|
$392,934
0.15% of portfolio
|
Q1 2025
Reduced 0.58%
|
|
|
Petrus Trust Company, Lta
Dallas, TX |
May 15, 2025 Q1 2025 |
515
shares
|
$392,172
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Sutton Place Investors LLC
Katonah, NY |
Apr 29, 2025 Q1 2025 |
515
shares
|
$392,172
0.29% of portfolio
|
Q1 2025
Reduced 77.14%
|