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 |
|---|---|---|---|---|---|
|
Hengehold Capital Management LLC
|
Jul 16, 2025 Q2 2025 |
551
shares
|
$418,831
0.04% of portfolio
|
Q1 2025
Added 0.36%
|
|
|
Intelligence Driven Advisers, LLC
|
Jul 09, 2025 Q2 2025 |
550
shares
|
$418,071
0.07% of portfolio
|
Q2 2025
Reduced 50.09%
|
|
|
R. W. Roge & Company, Inc.
Bohemia, NY |
Jul 24, 2025 Q2 2025 |
550
shares
|
$418,071
0.24% of portfolio
|
Q1 2025
Reduced 0.54%
|
|
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
Jul 29, 2025 Q2 2025 |
550
shares
|
$418,071
0.38% of portfolio
|
Q2 2025
Added 79.15%
|
|
|
Illumine Investment Management, LLC
Poulsbo, WA |
Aug 07, 2025 Q2 2025 |
550
shares
|
$418,071
0.34% of portfolio
|
Q4 2024
New holding
|
|
|
Forefront Wealth Partners, LLC
Austin, TX |
Aug 20, 2025 Q2 2025 |
548
shares
|
$416,551
0.29% of portfolio
|
Q2 2025
Reduced 16.08%
|
|
|
Penserra Capital Management LLC
Orinda, CA |
Aug 06, 2025 Q2 2025 |
546
shares
|
$415,030
0.01% of portfolio
|
Q2 2025
Reduced 32.84%
|
|
|
Ccg Wealth Management, LLC
|
Jul 25, 2025 Q2 2025 |
545
shares
|
$414,270
0.23% of portfolio
|
Q2 2025
Reduced 1.62%
|
|
|
Atwood & Palmer Inc
|
Jul 08, 2025 Q2 2025 |
544
shares
|
$413,510
0.03% of portfolio
|
Q2 2025
Reduced 12.26%
|
|
|
W Advisors, LLC
Germantown, TN |
Aug 07, 2025 Q2 2025 |
543
shares
|
$412,750
0.25% of portfolio
|
Q2 2025
Added 0.56%
|
|
|
Foguth Wealth Management, Llc.
Brighton, MI |
Jul 22, 2025 Q2 2025 |
543
shares
|
$412,750
0.09% of portfolio
|
Q2 2025
Added 5.03%
|
|
|
Lionshead Wealth Management, LLC
New York, NY |
May 14, 2025 Q1 2025 |
543
shares
|
$412,750
0.47% of portfolio
|
Q1 2025
Reduced 7.5%
|
|
|
Rwc Asset Management LLP
London, X0 |
Aug 13, 2025 Q2 2025 |
542
shares
|
$411,990
0.03% of portfolio
|
Q2 2025
Added 9.94%
|
|
|
Ullmann Wealth Partners Group, LLC
|
Jul 11, 2025 Q2 2025 |
541
shares
|
$411,230
0.05% of portfolio
|
Q2 2025
Reduced 8.92%
|
|
|
Pittenger & Anderson Inc
|
Jul 30, 2025 Q2 2025 |
541
shares
|
$411,230
0.02% of portfolio
|
Q2 2025
Reduced 0.18%
|
|
|
Curated Wealth Partners LLC
|
Jul 28, 2025 Q2 2025 |
540
shares
|
$410,470
0.05% of portfolio
|
Q2 2025
Added 17.14%
|
|
|
Cohen & Steers, Inc.
New York, NY |
Aug 14, 2025 Q2 2025 |
540
shares
|
$410,470
0.0% of portfolio
|
Q1 2025
Reduced 22.41%
|
|
|
Cottage Street Advisors LLC
|
Aug 04, 2025 Q2 2025 |
539
shares
|
$409,710
0.22% of portfolio
|
Q2 2025
Added 1.13%
|
|
|
Private Wealth Advisors, LLC
Fresno, CA |
Aug 14, 2025 Q2 2025 |
539
shares
|
$409,710
0.16% of portfolio
|
Q2 2025
Added 0.19%
|
|
|
First Bank & Trust
|
Jul 09, 2025 Q2 2025 |
537
shares
|
$408,189
0.08% of portfolio
|
Q2 2025
Reduced 0.19%
|
|
|
Prospect Financial Group LLC
Arlington, VA |
Aug 07, 2025 Q2 2025 |
537
shares
|
$408,189
0.44% of portfolio
|
Q2 2025
Added 12.82%
|
|
|
Keyvantage Wealth, LLC
Bethlehem, PA |
Aug 08, 2025 Q2 2025 |
537
shares
|
$408,189
0.19% of portfolio
|
Q2 2025
Reduced 13.25%
|
|
|
Jvl Associates LLC
|
Jul 18, 2025 Q2 2025 |
535
shares
|
$406,669
0.15% of portfolio
|
Q2 2025
Added 5.11%
|
|
|
Cresta Advisors, Ltd.
Laredo, TX |
Jul 16, 2025 Q2 2025 |
535
shares
|
$406,669
0.21% of portfolio
|
Q2 2024
Added 4.7%
|
|
|
One Ascent Family Office, LLC
Birmingham, AL |
Aug 06, 2025 Q2 2025 |
535
shares
|
$406,669
0.39% of portfolio
|
Q2 2025
Reduced 41.59%
|