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 |
|---|---|---|---|---|---|
|
Ascent Capital Management, LLC
Bend, OR |
Jul 16, 2025 Q2 2025 |
493
shares
|
$382,784
0.34% of portfolio
|
Q2 2025
Reduced 0.4%
|
|
|
First Bancorp, Inc
|
Apr 22, 2025 Q1 2025 |
492
shares
|
$382,008
0.27% of portfolio
|
Q1 2025
Reduced 3.34%
|
|
|
Bank Of Nova Scotia Trust CO
|
May 09, 2025 Q1 2025 |
492
shares
|
$382,008
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Capstone Wealth Management, LLC
Tuscaloosa, AL |
Jul 14, 2025 Q2 2025 |
491
shares
|
$381,232
0.34% of portfolio
|
Q2 2025
Added 52.96%
|
|
|
Clifford Group, LLC
Wayland, MA |
May 15, 2025 Q1 2025 |
490
shares
|
$380,455
0.38% of portfolio
|
Q1 2025
Added 1.03%
|
|
|
American Capital Advisory, LLC
Ketchum, ID |
Apr 28, 2025 Q1 2025 |
490
shares
|
$380,455
0.22% of portfolio
|
Q1 2025
Added 3.59%
|
|
|
Farmers Trust CO
|
Jul 14, 2025 Q2 2025 |
488
shares
|
$378,902
0.07% of portfolio
|
Q4 2024
Reduced 1.21%
|
|
|
Daner Wealth Management, LLC
Alpharetta, GA |
Feb 04, 2025 Q4 2024 |
488
shares
|
$378,902
0.29% of portfolio
|
Q4 2024
New holding
|
|
|
Fielder Capital Group LLC
Nashville, TN |
May 07, 2025 Q1 2025 |
487
shares
|
$378,126
0.12% of portfolio
|
Q1 2025
Added 27.82%
|
|
|
Bogart Wealth, LLC
|
May 01, 2025 Q1 2025 |
486
shares
|
$377,349
0.02% of portfolio
|
Q1 2025
Added 12.5%
|
|
|
Barnes Pettey Financial Advisors, LLC
|
Apr 24, 2025 Q1 2025 |
486
shares
|
$377,349
0.31% of portfolio
|
Q4 2024
Reduced 7.6%
|
|
|
Independent Wealth Network Inc.
|
Jul 16, 2025 Q2 2025 |
485
shares
|
$376,573
0.15% of portfolio
|
Q2 2025
Reduced 0.41%
|
|
|
Bank Of Stockton
|
Jul 14, 2025 Q2 2025 |
484
shares
|
$375,796
0.11% of portfolio
|
Q1 2025
Added 1.47%
|
|
|
Advanced Asset Management Advisors Inc
Dublin, OH |
Apr 17, 2025 Q1 2025 |
484
shares
|
$375,796
0.11% of portfolio
|
Q1 2025
Reduced 0.21%
|
|
|
Endowment Wealth Management, Inc.
Appleton, WI |
May 09, 2025 Q1 2025 |
484
shares
|
$375,796
0.28% of portfolio
|
Q1 2025
Added 4.76%
|
|
|
Values First Advisors, Inc.
|
Apr 30, 2025 Q1 2025 |
481
shares
|
$373,467
0.24% of portfolio
|
Q1 2025
Added 3.66%
|
|
|
Keb Asset Management, LLC
Springfield, IL |
Jul 21, 2025 Q2 2025 |
481
shares
|
$373,467
0.1% of portfolio
|
Q1 2025
Reduced 9.42%
|
|
|
Wormser Freres Gestion
Paris, I0 |
Jul 23, 2025 Q2 2025 |
481
shares
|
$373,467
0.22% of portfolio
|
Q2 2025
Added 2.12%
|
|
|
Paradigm Capital Management, LLC
Reno, NV |
May 13, 2025 Q1 2025 |
480
shares
|
$372,691
0.4% of portfolio
|
Q3 2024
New holding
|
|
|
Correct Capital Wealth Management
Clayton, MO |
Apr 30, 2025 Q1 2025 |
479
shares
|
$371,914
0.11% of portfolio
|
Q1 2025
Added 6.68%
|
|
|
Sierra Ocean, LLC
Ripon, CA |
Apr 29, 2025 Q1 2025 |
479
shares
|
$371,914
0.31% of portfolio
|
Q1 2025
Reduced 4.77%
|
|
|
Aspire Capital Advisors LLC
Seattle, WA |
Jul 15, 2025 Q2 2025 |
478
shares
|
$371,138
0.11% of portfolio
|
Q2 2025
Reduced 24.61%
|
|
|
Lakeside Advisors, Inc.
Seattle, WA |
Jul 23, 2025 Q2 2025 |
477
shares
|
$370,361
0.24% of portfolio
|
Q4 2024
Reduced 26.84%
|
|
|
Catalyst Private Wealth, LLC
|
Jul 09, 2025 Q2 2025 |
476
shares
|
$369,585
0.21% of portfolio
|
Q2 2025
Added 7.94%
|
|
|
Orion Investment CO
St. Louis, MO |
May 14, 2025 Q1 2025 |
476
shares
|
$369,585
0.16% of portfolio
|
Q1 2025
Added 3.03%
|