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 |
|---|---|---|---|---|---|
|
Compton Financial Group, LLC
|
Aug 05, 2025 Q2 2025 |
517
shares
|
$392,987
0.1% of portfolio
|
Q4 2024
Reduced 4.08%
|
|
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
Jul 10, 2025 Q2 2025 |
517
shares
|
$392,987
0.1% of portfolio
|
Q2 2025
Added 6.82%
|
|
|
Strategic Financial Services, Inc,
Utica, NY |
Aug 01, 2025 Q2 2025 |
516
shares
|
$392,227
0.02% of portfolio
|
Q2 2025
Reduced 2.82%
|
|
|
Trust CO Of Oklahoma
|
Jul 07, 2025 Q2 2025 |
514
shares
|
$390,706
0.13% of portfolio
|
Q2 2025
Reduced 0.39%
|
|
|
Holistic Planning, LLC
Nacogdoches, TX |
Jul 28, 2025 Q2 2025 |
514
shares
|
$390,706
0.11% of portfolio
|
Q2 2025
Added 79.09%
|
|
|
Carlson Capital Management
|
Feb 10, 2025 Q4 2024 |
513
shares
|
$389,946
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
|
$389,946
0.09% of portfolio
|
Q2 2025
Reduced 89.35%
|
|
|
Capital Advisors Wealth Management, LLC
|
Aug 13, 2025 Q2 2025 |
512
shares
|
$389,186
0.06% of portfolio
|
Q2 2025
Added 22.2%
|
|
|
Wilkins Miller Wealth Management, LLC
Mobile, AL |
Aug 14, 2025 Q2 2025 |
512
shares
|
$389,186
0.27% of portfolio
|
Q1 2025
Reduced 6.06%
|
|
|
Quaker Wealth Management, LLC
|
Aug 01, 2025 Q2 2025 |
511
shares
|
$388,426
0.14% of portfolio
|
Q2 2025
New holding
|
|
|
Alphadyne Asset Management LP
New York, NY |
Aug 14, 2025 Q2 2025 |
511
shares
|
$388,426
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
Sierra Ocean, LLC
Ripon, CA |
Aug 07, 2025 Q2 2025 |
511
shares
|
$388,426
0.29% of portfolio
|
Q2 2025
Added 6.68%
|
|
|
Good Steward Wealth Advisors,Llc
Clarksville, TN |
Jul 07, 2025 Q2 2025 |
511
shares
|
$388,426
0.31% of portfolio
|
Q2 2025
Reduced 11.9%
|
|
|
Retireful, LLC
|
Jul 15, 2025 Q2 2025 |
510
shares
|
$387,666
0.29% of portfolio
|
Q2 2025
Added 13.84%
|
|
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
Aug 08, 2025 Q2 2025 |
510
shares
|
$387,666
0.18% of portfolio
|
Q2 2025
Added 1.59%
|
|
|
Cornerstone Management, Inc.
Duluth, GA |
Jul 30, 2025 Q2 2025 |
509
shares
|
$386,906
0.07% of portfolio
|
Q2 2025
Added 46.26%
|
|
|
Southland Equity Partners LLC
Wildwood, MO |
Jul 14, 2025 Q2 2025 |
509
shares
|
$386,906
0.09% of portfolio
|
Q2 2025
Reduced 1.93%
|
|
|
Arlington Financial Advisors, LLC
|
Jul 28, 2025 Q2 2025 |
508
shares
|
$386,146
0.08% of portfolio
|
Q2 2025
Reduced 21.85%
|
|
|
Triune Financial Partners, LLC
Overland Park, KS |
Aug 12, 2025 Q2 2025 |
508
shares
|
$386,146
0.11% of portfolio
|
Q2 2025
Reduced 23.95%
|
|
|
Sutton Place Investors LLC
Katonah, NY |
Jul 22, 2025 Q2 2025 |
507
shares
|
$385,385
0.25% of portfolio
|
Q2 2025
Reduced 1.55%
|
|
|
Aspetuck Financial Management LLC
Westport, CT |
Aug 06, 2025 Q2 2025 |
507
shares
|
$385,385
0.3% of portfolio
|
Q2 2025
Added 42.02%
|
|
|
1900 Wealth Management LLC
|
Jul 21, 2025 Q2 2025 |
506
shares
|
$384,625
0.03% of portfolio
|
Q2 2025
Reduced 9.64%
|
|
|
Ssi Investment Management LLC
Los Angeles, CA |
Aug 14, 2025 Q2 2025 |
506
shares
|
$384,625
0.16% of portfolio
|
Q2 2025
Reduced 31.25%
|
|
|
Fsa Advisors, Inc.
Troy, MI |
Aug 01, 2025 Q2 2025 |
506
shares
|
$384,625
0.32% of portfolio
|
Q2 2025
Reduced 7.5%
|
|
|
Adalta Capital Management LLC
New York, NY |
Aug 12, 2025 Q2 2025 |
505
shares
|
$383,865
0.22% of portfolio
|
Q2 2025
Reduced 0.98%
|