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 |
|---|---|---|---|---|---|
|
Accredited Wealth Management, LLC
Louisville, KY |
May 14, 2025 Q1 2025 |
433
shares
|
$329,729
0.3% of portfolio
|
Q4 2024
New holding
|
|
|
Jackson Wealth Management, LLC
|
Apr 29, 2025 Q1 2025 |
432
shares
|
$328,968
0.06% of portfolio
|
Q1 2025
Reduced 93.13%
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Apr 30, 2025 Q1 2025 |
432
shares
|
$328,968
0.09% of portfolio
|
Q1 2025
Added 303.74%
|
|
|
Prosperity Planning, Inc.
|
Jul 11, 2025 Q2 2025 |
430
shares
|
$327,445
0.1% of portfolio
|
Q2 2025
New holding
|
|
|
Stuart Chaussee & Associates, Inc.
|
May 16, 2025 Q1 2025 |
430
shares
|
$327,445
0.15% of portfolio
|
Q1 2022
Reduced 5.49%
|
|
|
Vision Financial Markets LLC
Stamford, CT |
May 09, 2025 Q1 2025 |
430
shares
|
$327,445
0.39% of portfolio
|
Q1 2025
New holding
|
|
|
Hartmann Taylor Wealth Management, LLC
Dallas, TX |
Jul 15, 2025 Q2 2025 |
430
shares
|
$327,445
0.28% of portfolio
|
Q2 2025
Reduced 4.87%
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
429
shares
|
$326,683
0.01% of portfolio
|
Q4 2022
Added 156.89%
|
|
|
Long View Wealth Management
Atlanta, GA |
Jul 11, 2025 Q2 2025 |
429
shares
|
$326,683
0.1% of portfolio
|
Q2 2025
Reduced 0.46%
|
|
|
Pcg Asset Management, LLC
Gladstone, NJ |
May 12, 2025 Q1 2025 |
429
shares
|
$326,683
0.33% of portfolio
|
Q1 2025
Added 47.42%
|
|
|
Paces Ferry Wealth Advisors, LLC
|
May 14, 2025 Q1 2025 |
427
shares
|
$325,160
0.19% of portfolio
|
Q1 2025
Added 3.89%
|
|
|
Darwin Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
426
shares
|
$324,399
0.11% of portfolio
|
Q3 2024
New holding
|
|
|
Covestor LTD
Boston, MA |
May 12, 2025 Q1 2025 |
426
shares
|
$324,399
0.23% of portfolio
|
Q1 2025
Added 24.93%
|
|
|
Howe & Rusling Inc
Rochester, NY |
Jun 17, 2025 Q1 2025 |
426
shares
|
$324,399
0.03% of portfolio
|
Q1 2025
Added 14.82%
|
|
|
Kelly Financial Services LLC
Braintree, MA |
Jul 17, 2025 Q2 2025 |
426
shares
|
$324,399
0.11% of portfolio
|
Q2 2025
Added 2.9%
|
|
|
Wernau Asset Management Inc.
Gloucester, MA |
May 07, 2025 Q1 2025 |
426
shares
|
$324,399
0.28% of portfolio
|
Q4 2024
New holding
|
|
|
Everest Management Corp.
Cupertino, CA |
Apr 14, 2025 Q1 2025 |
426
shares
|
$324,399
0.32% of portfolio
|
Q1 2025
Added 12.7%
|
|
|
Round Rock Advisors, LLC
|
Apr 30, 2025 Q1 2025 |
425
shares
|
$323,637
0.07% of portfolio
|
Q1 2025
Added 3.66%
|
|
|
Emerald Mutual Fund Advisers Trust
|
May 01, 2025 Q1 2025 |
424
shares
|
$322,876
0.03% of portfolio
|
Q1 2025
Reduced 10.17%
|
|
|
Rational Advisors LLC
Huntington, NY |
May 01, 2025 Q1 2025 |
423
shares
|
$322,114
0.04% of portfolio
|
Q1 2025
Reduced 40.25%
|
|
|
Willis Johnson & Associates, Inc.
|
May 15, 2025 Q1 2025 |
421
shares
|
$320,591
0.03% of portfolio
|
Q1 2025
Added 13.78%
|
|
|
Defined Financial Planning LLC
San Rafael, CA |
Apr 15, 2025 Q1 2025 |
421
shares
|
$320,591
0.34% of portfolio
|
Q1 2025
Added 6.58%
|
|
|
Wilkinson Global Asset Management LLC
|
May 01, 2025 Q1 2025 |
420
shares
|
$319,830
0.02% of portfolio
|
Q1 2025
Reduced 4.76%
|
|
|
Worth Pointe, LLC
La Jolla, CA |
May 06, 2025 Q1 2025 |
420
shares
|
$319,830
0.16% of portfolio
|
Q1 2025
Reduced 6.87%
|
|
|
Bkm Wealth Management, LLC
Brookfield, WI |
May 05, 2025 Q1 2025 |
420
shares
|
$319,830
0.14% of portfolio
|
Q1 2025
Reduced 12.5%
|