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 4,384 institutions that hold shares in the stock, with a total of 821 Million shares, which have been reported (via 13F filing form) to have a value of $586 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Kfg Wealth Management, LLC
Granger, IN |
Apr 11, 2025 Q1 2025 |
426
shares
|
$304,040
0.09% of portfolio
|
Q1 2025
Reduced 5.96%
|
|
|
Wernau Asset Management Inc.
Gloucester, MA |
May 07, 2025 Q1 2025 |
426
shares
|
$304,040
0.28% of portfolio
|
Q4 2024
New holding
|
|
|
Everest Management Corp.
Cupertino, CA |
Apr 14, 2025 Q1 2025 |
426
shares
|
$304,040
0.32% of portfolio
|
Q1 2025
Added 12.7%
|
|
|
Round Rock Advisors, LLC
|
Apr 30, 2025 Q1 2025 |
425
shares
|
$303,326
0.07% of portfolio
|
Q1 2025
Added 3.66%
|
|
|
Enclave Advisors LLC
Austin, TX |
Apr 10, 2025 Q1 2025 |
425
shares
|
$303,326
0.06% of portfolio
|
Q1 2025
Added 3.66%
|
|
|
Emerald Mutual Fund Advisers Trust
|
May 01, 2025 Q1 2025 |
424
shares
|
$302,613
0.03% of portfolio
|
Q1 2025
Reduced 10.17%
|
|
|
Rational Advisors LLC
Huntington, NY |
May 01, 2025 Q1 2025 |
423
shares
|
$301,899
0.04% of portfolio
|
Q1 2025
Reduced 40.25%
|
|
|
Willis Johnson & Associates, Inc.
|
May 15, 2025 Q1 2025 |
421
shares
|
$300,471
0.03% of portfolio
|
Q1 2025
Added 13.78%
|
|
|
Defined Financial Planning LLC
San Rafael, CA |
Apr 15, 2025 Q1 2025 |
421
shares
|
$300,471
0.34% of portfolio
|
Q1 2025
Added 6.58%
|
|
|
Wilkinson Global Asset Management LLC
|
May 01, 2025 Q1 2025 |
420
shares
|
$299,758
0.02% of portfolio
|
Q1 2025
Reduced 4.76%
|
|
|
Worth Pointe, LLC
La Jolla, CA |
May 06, 2025 Q1 2025 |
420
shares
|
$299,758
0.16% of portfolio
|
Q1 2025
Reduced 6.87%
|
|
|
Bkm Wealth Management, LLC
Brookfield, WI |
May 05, 2025 Q1 2025 |
420
shares
|
$299,758
0.14% of portfolio
|
Q1 2025
Reduced 12.5%
|
|
|
Capital Advisors Wealth Management, LLC
|
Apr 24, 2025 Q1 2025 |
419
shares
|
$299,044
0.06% of portfolio
|
Q1 2025
Added 7.16%
|
|
|
Barnes Dennig Private Wealth Management LLC
Cincinnati, OH |
Apr 25, 2025 Q1 2025 |
419
shares
|
$299,044
0.52% of portfolio
|
Q1 2025
New holding
|
|
|
Byrne Asset Management LLC
|
Apr 16, 2025 Q1 2025 |
418
shares
|
$298,330
0.31% of portfolio
|
Q1 2025
Reduced 3.69%
|
|
|
Rmr Capital Management, LLC
Tustin, CA |
May 13, 2025 Q1 2025 |
418
shares
|
$298,330
0.24% of portfolio
|
Q2 2024
New holding
|
|
|
American Research & Management Co.
|
Oct 07, 2022 Q3 2022 |
417
shares
|
$297,617
0.04% of portfolio
|
Q3 2022
Added 2.21%
|
|
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
May 08, 2025 Q1 2025 |
417
shares
|
$297,617
0.03% of portfolio
|
Q1 2025
Added 2.96%
|
|
|
Financial Perspectives, Inc
Minneapolis, MN |
Apr 18, 2025 Q1 2025 |
417
shares
|
$297,617
0.12% of portfolio
|
Q4 2024
Added 14.88%
|
|
|
Broadway Wealth Solutions, Inc.
San Antonio, TX |
Apr 14, 2025 Q1 2025 |
417
shares
|
$297,617
0.25% of portfolio
|
Q1 2025
Reduced 11.46%
|
|
|
Ram Investment Partners, LLC
Bellevue, WA |
Apr 23, 2025 Q1 2025 |
416
shares
|
$296,903
0.08% of portfolio
|
Q1 2025
Added 6.39%
|
|
|
Finley Financial, LLC
Las Vegas, NV |
May 13, 2025 Q1 2025 |
416
shares
|
$296,903
0.21% of portfolio
|
Q4 2024
New holding
|
|
|
Gsg Advisors LLC
Mount Laurel, NJ |
May 13, 2025 Q1 2025 |
415
shares
|
$296,189
0.1% of portfolio
|
Q1 2025
Reduced 2.35%
|
|
|
Kelly Financial Services LLC
Braintree, MA |
Apr 15, 2025 Q1 2025 |
414
shares
|
$295,475
0.13% of portfolio
|
Q4 2024
New holding
|
|
|
Kohmann Bosshard Financial Services, LLC
|
May 12, 2025 Q1 2025 |
413
shares
|
$294,762
0.04% of portfolio
|
Q4 2024
Added 5.9%
|