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 |
|---|---|---|---|---|---|
|
Balanced Wealth Group LLC
Westlake, OH |
Aug 13, 2025 Q2 2025 |
505
shares
|
$383,865
0.16% of portfolio
|
Q1 2025
Added 0.2%
|
|
|
Meriwether Wealth & Planning, LLC
Minden, LA |
Jul 11, 2025 Q2 2025 |
505
shares
|
$383,865
0.25% of portfolio
|
Q2 2025
Added 0.6%
|
|
|
Global View Capital Management LLC
Waukesha, WI |
Aug 15, 2025 Q2 2025 |
505
shares
|
$383,865
0.13% of portfolio
|
Q2 2025
Reduced 2.32%
|
|
|
Landaas & CO
Milwaukee, WI |
Aug 11, 2025 Q2 2025 |
502
shares
|
$381,585
0.09% of portfolio
|
Q2 2025
Added 33.16%
|
|
|
Woodward Diversified Capital, LLC
|
Jul 18, 2025 Q2 2025 |
501
shares
|
$380,825
0.21% of portfolio
|
Q2 2025
Added 94.94%
|
|
|
Martin Capital Partners, LLC
|
Jul 08, 2025 Q2 2025 |
500
shares
|
$380,065
0.15% of portfolio
|
Q2 2023
New holding
|
|
|
First Fiduciary Investment Counsel, Inc.
|
Jul 24, 2025 Q2 2025 |
500
shares
|
$380,065
0.08% of portfolio
|
Q2 2025
New holding
|
|
|
Independent Family Office, LLC
|
Aug 13, 2025 Q2 2025 |
500
shares
|
$380,065
0.18% of portfolio
|
Q2 2025
New holding
|
|
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
Aug 14, 2025 Q2 2025 |
500
shares
|
$380,065
0.03% of portfolio
|
Q2 2025
Reduced 0.4%
|
|
|
Milestone Asset Management, LLC
Pittsburgh, PA |
Aug 05, 2025 Q2 2025 |
500
shares
|
$380,065
0.08% of portfolio
|
Q2 2025
Reduced 46.52%
|
|
|
Bochk Asset Management LTD
Hong Kong, K3 |
Jul 18, 2025 Q2 2025 |
500
shares
|
$380,065
0.11% of portfolio
|
Q2 2025
New holding
|
|
|
Adar1 Capital Management, LLC
Austin, TX |
Aug 14, 2025 Q2 2025 |
500
shares
|
$380,065
0.06% of portfolio
|
Q2 2025
Reduced 16.67%
|
|
|
Carbahal Olsen Financial Services Group, LLC
Davis, CA |
Jul 25, 2025 Q2 2025 |
500
shares
|
$380,065
0.33% of portfolio
|
Q4 2024
New holding
|
|
|
Moser Wealth Advisors, LLC
|
Jul 30, 2025 Q2 2025 |
499
shares
|
$379,304
0.19% of portfolio
|
Q2 2025
Added 8.48%
|
|
|
American Capital Advisory, LLC
Ketchum, ID |
Aug 05, 2025 Q2 2025 |
499
shares
|
$379,304
0.19% of portfolio
|
Q2 2025
Added 1.84%
|
|
|
Koss Olinger Consulting, LLC
|
Aug 01, 2025 Q2 2025 |
498
shares
|
$378,544
0.03% of portfolio
|
Q2 2025
Added 5.96%
|
|
|
Charles Schwab Trust CO
|
Jul 16, 2025 Q2 2025 |
498
shares
|
$378,544
0.03% of portfolio
|
Q2 2025
Added 9.93%
|
|
|
Wealth Watch Advisors, Inc
Englewood, CO |
Aug 01, 2025 Q2 2025 |
497
shares
|
$377,784
0.12% of portfolio
|
Q2 2025
New holding
|
|
|
Covenant Partners, LLC
|
Jul 30, 2025 Q2 2025 |
496
shares
|
$377,024
0.12% of portfolio
|
Q4 2024
Reduced 90.77%
|
|
|
Farringdon Capital, Ltd.
London, X0 |
Aug 14, 2025 Q2 2025 |
496
shares
|
$377,024
0.13% of portfolio
|
Q2 2025
New holding
|
|
|
Weaver Consulting Group
|
Apr 28, 2025 Q1 2025 |
495
shares
|
$376,264
0.14% of portfolio
|
Q1 2025
Added 0.61%
|
|
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
Aug 13, 2025 Q2 2025 |
495
shares
|
$376,264
0.15% of portfolio
|
Q4 2024
Reduced 1.79%
|
|
|
Delap Wealth Advisory, LLC
Lake Oswego, OR |
Jul 28, 2025 Q2 2025 |
495
shares
|
$376,264
0.19% of portfolio
|
Q2 2025
Reduced 62.78%
|
|
|
Nautilus Advisors LLC
La Jolla, CA |
Aug 25, 2025 Q2 2025 |
495
shares
|
$376,264
0.28% of portfolio
|
Q2 2025
Added 0.2%
|
|
|
Beacon Financial Group
|
Jul 09, 2025 Q2 2025 |
494
shares
|
$375,504
0.04% of portfolio
|
Q2 2025
Added 10.76%
|