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 4,399 institutions that hold shares in the stock, with a total of 807 Million shares, which have been reported (via 13F filing form) to have a value of $627 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Blue Bell Private Wealth Management, LLC
|
May 05, 2025 Q1 2025 |
519
shares
|
$402,972
0.09% of portfolio
|
Q1 2025
Added 0.39%
|
|
|
Fiduciary Planning LLC
Coral Springs, FL |
Apr 11, 2025 Q1 2025 |
519
shares
|
$402,972
0.18% of portfolio
|
Q1 2025
Added 3.18%
|
|
|
Osprey Private Wealth LLC
New York, NY |
Jul 07, 2025 Q2 2025 |
519
shares
|
$402,972
0.22% of portfolio
|
Q2 2025
Added 12.83%
|
|
|
Arvest Trust CO N A
Rogers, AR |
Aug 09, 2024 Q2 2024 |
518
shares
|
$402,195
0.03% of portfolio
|
Q2 2024
Reduced 6.67%
|
|
|
Compton Financial Group, LLC
|
Apr 11, 2025 Q1 2025 |
517
shares
|
$401,419
0.12% of portfolio
|
Q4 2024
Reduced 4.08%
|
|
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
Jul 10, 2025 Q2 2025 |
517
shares
|
$401,419
0.1% of portfolio
|
Q2 2025
Added 6.82%
|
|
|
Global View Capital Management LLC
Waukesha, WI |
May 13, 2025 Q1 2025 |
517
shares
|
$401,419
0.16% of portfolio
|
Q1 2025
Reduced 4.79%
|
|
|
Mc Collum Christoferson Group LLC
Amherst, NY |
May 06, 2025 Q1 2025 |
516
shares
|
$400,643
0.14% of portfolio
|
Q2 2024
Added 4.03%
|
|
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
May 13, 2025 Q1 2025 |
516
shares
|
$400,643
0.15% of portfolio
|
Q1 2025
Reduced 0.58%
|
|
|
Petrus Trust Company, Lta
Dallas, TX |
May 15, 2025 Q1 2025 |
515
shares
|
$399,866
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Trust CO Of Oklahoma
|
Jul 07, 2025 Q2 2025 |
514
shares
|
$399,090
0.13% of portfolio
|
Q2 2025
Reduced 0.39%
|
|
|
Carlson Capital Management
|
Feb 10, 2025 Q4 2024 |
513
shares
|
$398,313
0.03% of portfolio
|
Q4 2024
Reduced 79.05%
|
|
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
Jul 17, 2025 Q2 2025 |
513
shares
|
$398,313
0.09% of portfolio
|
Q2 2025
Reduced 89.35%
|
|
|
Wilkins Miller Wealth Management, LLC
Mobile, AL |
May 13, 2025 Q1 2025 |
512
shares
|
$397,537
0.32% of portfolio
|
Q1 2025
Reduced 6.06%
|
|
|
Harel Insurance Investments & Financial Services Ltd.
|
Apr 29, 2025 Q1 2025 |
511
shares
|
$396,760
0.01% of portfolio
|
Q1 2025
Added 57.23%
|
|
|
Good Steward Wealth Advisors,Llc
Clarksville, TN |
Jul 07, 2025 Q2 2025 |
511
shares
|
$396,760
0.31% of portfolio
|
Q2 2025
Reduced 11.9%
|
|
|
Lion Street Advisors, LLC
|
Apr 18, 2025 Q1 2025 |
510
shares
|
$395,984
0.14% of portfolio
|
Q1 2025
Added 12.33%
|
|
|
Retireful, LLC
|
Jul 15, 2025 Q2 2025 |
510
shares
|
$395,984
0.29% of portfolio
|
Q2 2025
Added 13.84%
|
|
|
Adalta Capital Management LLC
New York, NY |
May 15, 2025 Q1 2025 |
510
shares
|
$395,984
0.25% of portfolio
|
Q1 2025
Reduced 35.03%
|
|
|
Tfc Financial Management
|
Apr 24, 2025 Q1 2025 |
509
shares
|
$395,207
0.06% of portfolio
|
Q1 2025
Reduced 4.32%
|
|
|
Cypress Capital, LLC
|
Apr 25, 2025 Q1 2025 |
509
shares
|
$395,207
0.12% of portfolio
|
Q1 2025
Reduced 12.54%
|
|
|
Southland Equity Partners LLC
Wildwood, MO |
Jul 14, 2025 Q2 2025 |
509
shares
|
$395,207
0.09% of portfolio
|
Q2 2025
Reduced 1.93%
|
|
|
Serenus Wealth Advisors, LLC
Santa Monica, CA |
May 07, 2025 Q1 2025 |
509
shares
|
$395,207
0.07% of portfolio
|
Q1 2025
Added 18.65%
|
|
|
Moody Aldrich Partners LLC
|
Apr 28, 2025 Q1 2025 |
508
shares
|
$394,431
0.1% of portfolio
|
Q1 2025
Reduced 0.97%
|
|
|
Sutton Place Investors LLC
Katonah, NY |
Jul 22, 2025 Q2 2025 |
507
shares
|
$393,655
0.25% of portfolio
|
Q2 2025
Reduced 1.55%
|