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 |
|---|---|---|---|---|---|
|
Aspire Capital Advisors LLC
Seattle, WA |
Jul 15, 2025 Q2 2025 |
478
shares
|
$363,342
0.11% of portfolio
|
Q2 2025
Reduced 24.61%
|
|
|
Lakeside Advisors, Inc.
Seattle, WA |
Jul 23, 2025 Q2 2025 |
477
shares
|
$362,582
0.24% of portfolio
|
Q4 2024
Reduced 26.84%
|
|
|
Catalyst Private Wealth, LLC
|
Jul 09, 2025 Q2 2025 |
476
shares
|
$361,821
0.21% of portfolio
|
Q2 2025
Added 7.94%
|
|
|
Barnes Pettey Financial Advisors, LLC
|
Aug 12, 2025 Q2 2025 |
476
shares
|
$361,821
0.25% of portfolio
|
Q2 2025
Reduced 2.06%
|
|
|
Enclave Advisors LLC
Austin, TX |
Jul 17, 2025 Q2 2025 |
476
shares
|
$361,821
0.06% of portfolio
|
Q2 2025
Added 12.0%
|
|
|
Cadent Capital Advisors, LLC
|
Jul 16, 2025 Q2 2025 |
475
shares
|
$361,061
0.12% of portfolio
|
Q3 2024
Reduced 15.78%
|
|
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
Aug 15, 2023 Q2 2023 |
475
shares
|
$361,061
0.12% of portfolio
|
Q2 2023
New holding
|
|
|
New Square Capital LLC
|
Aug 05, 2025 Q2 2025 |
473
shares
|
$359,541
0.03% of portfolio
|
Q2 2025
Added 35.14%
|
|
|
Cascade Investment Group, Inc.
Colorado Springs, CO |
Jul 24, 2025 Q2 2025 |
473
shares
|
$359,541
0.26% of portfolio
|
Q2 2025
Added 1.5%
|
|
|
Klr Investment Advisors, LLC
Providence, RI |
Apr 23, 2024 Q1 2024 |
473
shares
|
$359,541
0.25% of portfolio
|
Q1 2024
Added 0.64%
|
|
|
Orion Investment CO
St. Louis, MO |
Aug 14, 2025 Q2 2025 |
471
shares
|
$358,021
0.13% of portfolio
|
Q2 2025
Reduced 1.05%
|
|
|
Strive Asset Management, LLC
Dublin, OH |
Aug 14, 2025 Q2 2025 |
471
shares
|
$358,021
0.22% of portfolio
|
Q2 2025
Reduced 37.37%
|
|
|
Summit Wealth Partners, LLC
Orlando, FL |
Aug 11, 2025 Q2 2025 |
470
shares
|
$357,261
0.07% of portfolio
|
Q1 2025
Added 3.75%
|
|
|
Centiva Capital, LP
New York, NY |
Aug 13, 2025 Q2 2025 |
469
shares
|
$356,500
0.01% of portfolio
|
Q2 2025
Reduced 80.06%
|
|
|
Park Capital Management, LLC / Wi
Madison, WI |
Jul 10, 2025 Q2 2025 |
469
shares
|
$356,500
0.34% of portfolio
|
Q2 2025
Added 2.18%
|
|
|
Dorsey Wright & Associates
|
Aug 11, 2025 Q2 2025 |
468
shares
|
$355,740
0.09% of portfolio
|
Q1 2025
Reduced 97.18%
|
|
|
Hutchinson Capital Management
San Rafael, CA |
Aug 04, 2025 Q2 2025 |
468
shares
|
$355,740
0.07% of portfolio
|
Q4 2024
Reduced 1.89%
|
|
|
Endowment Wealth Management, Inc.
Appleton, WI |
Jul 25, 2025 Q2 2025 |
468
shares
|
$355,740
0.23% of portfolio
|
Q2 2025
Reduced 3.31%
|
|
|
G&S Capital LLC
|
Jul 17, 2025 Q2 2025 |
467
shares
|
$354,980
0.15% of portfolio
|
Q2 2025
Added 1.3%
|
|
|
Wall Street Access Asset Management, LLC
New York, NY |
Aug 08, 2025 Q2 2025 |
467
shares
|
$354,980
0.13% of portfolio
|
Q1 2025
Reduced 1.27%
|
|
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
Jul 16, 2025 Q2 2025 |
467
shares
|
$354,980
0.03% of portfolio
|
Q2 2024
Added 2.78%
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
467
shares
|
$354,980
0.26% of portfolio
|
Q2 2024
Reduced 73.36%
|
|
|
Paul Damon & Associates, Inc.
Grand Rapids, MI |
Jul 30, 2025 Q2 2025 |
467
shares
|
$354,980
0.19% of portfolio
|
Q2 2025
Added 83.14%
|
|
|
Cohen Capital Management, Inc.
|
Jul 23, 2025 Q2 2025 |
466
shares
|
$354,220
0.06% of portfolio
|
Q1 2025
Added 37.87%
|
|
|
Norris Perne & French LLP
Grand Rapids, MI |
Jul 17, 2025 Q2 2025 |
466
shares
|
$354,220
0.03% of portfolio
|
Q1 2025
Added 4.48%
|