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 |
|---|---|---|---|---|---|
|
Park Capital Management, LLC / Wi
Madison, WI |
Jul 10, 2025 Q2 2025 |
469
shares
|
$357,143
0.34% of portfolio
|
Q2 2025
Added 2.18%
|
|
|
Dorsey Wright & Associates
|
May 06, 2025 Q1 2025 |
468
shares
|
$356,382
0.1% of portfolio
|
Q1 2025
Reduced 97.18%
|
|
|
Hutchinson Capital Management
San Rafael, CA |
May 12, 2025 Q1 2025 |
468
shares
|
$356,382
0.08% of portfolio
|
Q4 2024
Reduced 1.89%
|
|
|
G&S Capital LLC
|
Jul 17, 2025 Q2 2025 |
467
shares
|
$355,620
0.15% of portfolio
|
Q2 2025
Added 1.3%
|
|
|
Wall Street Access Asset Management, LLC
New York, NY |
May 14, 2025 Q1 2025 |
467
shares
|
$355,620
0.16% of portfolio
|
Q1 2025
Reduced 1.27%
|
|
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
Jul 16, 2025 Q2 2025 |
467
shares
|
$355,620
0.03% of portfolio
|
Q2 2025
Added 1.74%
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
467
shares
|
$355,620
0.26% of portfolio
|
Q2 2024
Reduced 73.36%
|
|
|
Cohen Capital Management, Inc.
|
May 01, 2025 Q1 2025 |
466
shares
|
$354,859
0.07% of portfolio
|
Q1 2025
Added 37.87%
|
|
|
Norris Perne & French LLP
Grand Rapids, MI |
Jul 17, 2025 Q2 2025 |
466
shares
|
$354,859
0.03% of portfolio
|
Q1 2025
Added 4.48%
|
|
|
Cascade Investment Group, Inc.
Colorado Springs, CO |
May 14, 2025 Q1 2025 |
466
shares
|
$354,859
0.3% of portfolio
|
Q1 2025
Reduced 16.49%
|
|
|
Retirement Planning Group
|
Apr 10, 2025 Q1 2025 |
465
shares
|
$354,097
0.03% of portfolio
|
Q1 2025
Added 27.75%
|
|
|
Whelan Financial
|
Apr 29, 2025 Q1 2025 |
465
shares
|
$354,097
0.15% of portfolio
|
Q1 2025
Reduced 3.93%
|
|
|
Wambolt & Associates, LLC
|
May 09, 2025 Q1 2025 |
465
shares
|
$354,097
0.13% of portfolio
|
Q1 2025
Reduced 4.32%
|
|
|
Yarger Wealth Strategies, LLC
Westerville, OH |
Apr 15, 2025 Q1 2025 |
465
shares
|
$354,097
0.26% of portfolio
|
Q1 2025
Added 3.33%
|
|
|
Winebrenner Capital Management LLC
Louisville, KY |
Apr 22, 2025 Q1 2025 |
465
shares
|
$354,097
0.35% of portfolio
|
Q1 2025
Reduced 24.88%
|
|
|
Princeton Global Asset Management LLC
|
Apr 11, 2025 Q1 2025 |
462
shares
|
$351,813
0.08% of portfolio
|
Q1 2025
Reduced 20.89%
|
|
|
Cap Wealth Advisors, LLC
|
Apr 30, 2025 Q1 2025 |
462
shares
|
$351,813
0.04% of portfolio
|
Q1 2025
Added 4.29%
|
|
|
Capital Counsel LLC
New York, NY |
May 14, 2025 Q1 2025 |
462
shares
|
$351,813
0.02% of portfolio
|
Q1 2025
Added 58.22%
|
|
|
Curated Wealth Partners LLC
|
Apr 15, 2025 Q1 2025 |
461
shares
|
$351,051
0.05% of portfolio
|
Q1 2025
Added 46.82%
|
|
|
Atlas Private Wealth Management
|
Apr 15, 2024 Q1 2024 |
460
shares
|
$350,290
0.16% of portfolio
|
Q1 2024
Reduced 2.95%
|
|
|
Moser Wealth Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
460
shares
|
$350,290
0.2% of portfolio
|
Q1 2025
Added 1.1%
|
|
|
Goodman Advisory Group, LLC
|
May 15, 2025 Q1 2025 |
460
shares
|
$350,290
0.12% of portfolio
|
Q1 2025
New holding
|
|
|
Maltin Wealth Management, Inc.
|
Apr 10, 2025 Q1 2025 |
460
shares
|
$350,290
0.21% of portfolio
|
Q3 2024
Added 0.22%
|
|
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
Apr 22, 2025 Q1 2025 |
460
shares
|
$350,290
0.09% of portfolio
|
Q1 2025
Added 75.57%
|
|
|
Element Wealth, LLC
|
Apr 29, 2025 Q1 2025 |
459
shares
|
$349,528
0.21% of portfolio
|
Q1 2025
Reduced 4.18%
|