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 |
|---|---|---|---|---|---|
|
Trust CO Of Oklahoma
|
Jul 07, 2025 Q2 2025 |
514
shares
|
$391,411
0.13% of portfolio
|
Q2 2025
Reduced 0.39%
|
|
|
Carlson Capital Management
|
Feb 10, 2025 Q4 2024 |
513
shares
|
$390,649
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
|
$390,649
0.09% of portfolio
|
Q2 2025
Reduced 89.35%
|
|
|
Wilkins Miller Wealth Management, LLC
Mobile, AL |
May 13, 2025 Q1 2025 |
512
shares
|
$389,888
0.32% of portfolio
|
Q1 2025
Reduced 6.06%
|
|
|
Harel Insurance Investments & Financial Services Ltd.
|
Apr 29, 2025 Q1 2025 |
511
shares
|
$389,126
0.01% of portfolio
|
Q1 2025
Added 57.23%
|
|
|
Good Steward Wealth Advisors,Llc
Clarksville, TN |
Jul 07, 2025 Q2 2025 |
511
shares
|
$389,126
0.31% of portfolio
|
Q2 2025
Reduced 11.9%
|
|
|
Lion Street Advisors, LLC
|
Apr 18, 2025 Q1 2025 |
510
shares
|
$388,365
0.14% of portfolio
|
Q1 2025
Added 12.33%
|
|
|
Retireful, LLC
|
Jul 15, 2025 Q2 2025 |
510
shares
|
$388,365
0.29% of portfolio
|
Q2 2025
Added 13.84%
|
|
|
Adalta Capital Management LLC
New York, NY |
May 15, 2025 Q1 2025 |
510
shares
|
$388,365
0.25% of portfolio
|
Q1 2025
Reduced 35.03%
|
|
|
Tfc Financial Management
|
Apr 24, 2025 Q1 2025 |
509
shares
|
$387,603
0.06% of portfolio
|
Q1 2025
Reduced 4.32%
|
|
|
Cypress Capital, LLC
|
Apr 25, 2025 Q1 2025 |
509
shares
|
$387,603
0.12% of portfolio
|
Q1 2025
Reduced 12.54%
|
|
|
Southland Equity Partners LLC
Wildwood, MO |
Jul 14, 2025 Q2 2025 |
509
shares
|
$387,603
0.09% of portfolio
|
Q2 2025
Reduced 1.93%
|
|
|
Serenus Wealth Advisors, LLC
Santa Monica, CA |
May 07, 2025 Q1 2025 |
509
shares
|
$387,603
0.07% of portfolio
|
Q1 2025
Added 18.65%
|
|
|
Moody Aldrich Partners LLC
|
Apr 28, 2025 Q1 2025 |
508
shares
|
$386,842
0.1% of portfolio
|
Q1 2025
Reduced 0.97%
|
|
|
49 Wealth Management, LLC
Austin, TX |
Apr 30, 2025 Q1 2025 |
507
shares
|
$386,080
0.05% of portfolio
|
Q1 2025
Reduced 33.11%
|
|
|
Fairtree Asset Management (Pty) LTD
Bellville, Cape Town, T3 |
May 15, 2025 Q1 2025 |
506
shares
|
$385,319
0.34% of portfolio
|
Q1 2025
Added 13.2%
|
|
|
Balanced Wealth Group LLC
Westlake, OH |
Apr 15, 2025 Q1 2025 |
505
shares
|
$384,557
0.2% of portfolio
|
Q1 2025
Added 0.2%
|
|
|
Meriwether Wealth & Planning, LLC
Minden, LA |
Jul 11, 2025 Q2 2025 |
505
shares
|
$384,557
0.25% of portfolio
|
Q2 2025
Added 0.6%
|
|
|
Star Financial Bank
Fort Wayne, IN |
May 05, 2025 Q1 2025 |
504
shares
|
$383,796
0.3% of portfolio
|
Q3 2024
Added 3.49%
|
|
|
Family Management Corp
New York, NY |
May 15, 2025 Q1 2025 |
503
shares
|
$383,034
0.07% of portfolio
|
Q1 2025
Added 0.2%
|
|
|
Providence Capital Advisors, LLC
Charlotte, NC |
May 13, 2025 Q1 2025 |
502
shares
|
$382,273
0.09% of portfolio
|
Q1 2025
Reduced 0.99%
|
|
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
May 15, 2025 Q1 2025 |
502
shares
|
$382,273
0.04% of portfolio
|
Q1 2025
Added 1.41%
|
|
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
May 08, 2025 Q1 2025 |
502
shares
|
$382,273
0.2% of portfolio
|
Q1 2025
Added 3.51%
|
|
|
Woodward Diversified Capital, LLC
|
Jul 18, 2025 Q2 2025 |
501
shares
|
$381,511
0.21% of portfolio
|
Q2 2025
Added 94.94%
|
|
|
Martin Capital Partners, LLC
|
Jul 08, 2025 Q2 2025 |
500
shares
|
$380,750
0.15% of portfolio
|
Q2 2023
New holding
|