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 |
|---|---|---|---|---|---|
|
49 Wealth Management, LLC
Austin, TX |
Apr 30, 2025 Q1 2025 |
507
shares
|
$393,655
0.05% of portfolio
|
Q1 2025
Reduced 33.11%
|
|
|
1900 Wealth Management LLC
|
Jul 21, 2025 Q2 2025 |
506
shares
|
$392,878
0.03% of portfolio
|
Q2 2025
Reduced 9.64%
|
|
|
Fairtree Asset Management (Pty) LTD
Bellville, Cape Town, T3 |
May 15, 2025 Q1 2025 |
506
shares
|
$392,878
0.34% of portfolio
|
Q1 2025
Added 13.2%
|
|
|
Balanced Wealth Group LLC
Westlake, OH |
Apr 15, 2025 Q1 2025 |
505
shares
|
$392,102
0.2% of portfolio
|
Q1 2025
Added 0.2%
|
|
|
Meriwether Wealth & Planning, LLC
Minden, LA |
Jul 11, 2025 Q2 2025 |
505
shares
|
$392,102
0.25% of portfolio
|
Q2 2025
Added 0.6%
|
|
|
Star Financial Bank
Fort Wayne, IN |
May 05, 2025 Q1 2025 |
504
shares
|
$391,325
0.3% of portfolio
|
Q3 2024
Added 3.49%
|
|
|
Family Management Corp
New York, NY |
May 15, 2025 Q1 2025 |
503
shares
|
$390,549
0.07% of portfolio
|
Q1 2025
Added 0.2%
|
|
|
Providence Capital Advisors, LLC
Charlotte, NC |
May 13, 2025 Q1 2025 |
502
shares
|
$389,772
0.09% of portfolio
|
Q1 2025
Reduced 0.99%
|
|
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
May 15, 2025 Q1 2025 |
502
shares
|
$389,772
0.04% of portfolio
|
Q1 2025
Added 1.41%
|
|
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
May 08, 2025 Q1 2025 |
502
shares
|
$389,772
0.2% of portfolio
|
Q1 2025
Added 3.51%
|
|
|
Woodward Diversified Capital, LLC
|
Jul 18, 2025 Q2 2025 |
501
shares
|
$388,996
0.21% of portfolio
|
Q2 2025
Added 94.94%
|
|
|
Martin Capital Partners, LLC
|
Jul 08, 2025 Q2 2025 |
500
shares
|
$388,220
0.15% of portfolio
|
Q2 2023
New holding
|
|
|
Taikang Asset Management (Hong Kong) CO LTD
Hong Kong, K3 |
May 14, 2025 Q1 2025 |
500
shares
|
$388,220
0.06% of portfolio
|
Q2 2024
New holding
|
|
|
Bochk Asset Management LTD
Hong Kong, K3 |
Jul 18, 2025 Q2 2025 |
500
shares
|
$388,220
0.11% of portfolio
|
Q2 2025
New holding
|
|
|
Carbahal Olsen Financial Services Group, LLC
Davis, CA |
May 06, 2025 Q1 2025 |
500
shares
|
$388,220
0.39% of portfolio
|
Q4 2024
New holding
|
|
|
Charles Schwab Trust CO
|
Jul 16, 2025 Q2 2025 |
498
shares
|
$386,667
0.03% of portfolio
|
Q2 2025
Added 9.93%
|
|
|
Elios Financial Group Inc.
Westlake, OH |
May 08, 2025 Q1 2025 |
498
shares
|
$386,667
0.2% of portfolio
|
Q1 2025
Added 1.63%
|
|
|
Covenant Partners, LLC
|
May 13, 2025 Q1 2025 |
496
shares
|
$385,114
0.13% of portfolio
|
Q4 2024
Reduced 90.77%
|
|
|
Weaver Consulting Group
|
Apr 28, 2025 Q1 2025 |
495
shares
|
$384,337
0.14% of portfolio
|
Q1 2025
Added 0.61%
|
|
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
May 12, 2025 Q1 2025 |
495
shares
|
$384,337
0.18% of portfolio
|
Q4 2024
Reduced 1.79%
|
|
|
Beacon Financial Group
|
Jul 09, 2025 Q2 2025 |
494
shares
|
$383,561
0.04% of portfolio
|
Q2 2025
Added 10.76%
|
|
|
First Hawaiian Bank
|
Jul 03, 2025 Q2 2025 |
494
shares
|
$383,561
0.05% of portfolio
|
Q1 2025
Reduced 94.58%
|
|
|
Tennessee Valley Asset Management Partners
|
Apr 18, 2025 Q1 2025 |
493
shares
|
$382,784
0.07% of portfolio
|
Q1 2025
Added 2.71%
|
|
|
Rwc Asset Management LLP
London, X0 |
May 07, 2025 Q1 2025 |
493
shares
|
$382,784
0.03% of portfolio
|
Q1 2025
Added 1.23%
|
|
|
Alpha Financial Partners, LLC
Lexington, KY |
Apr 30, 2025 Q1 2025 |
493
shares
|
$382,784
0.33% of portfolio
|
Q1 2025
Added 8.11%
|