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 4,390 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 $646 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Rmr Capital Management, LLC
Tustin, CA |
May 13, 2025 Q1 2025 |
418
shares
|
$334,124
0.24% of portfolio
|
Q2 2024
New holding
|
|
|
American Research & Management Co.
|
Oct 07, 2022 Q3 2022 |
417
shares
|
$333,324
0.04% of portfolio
|
Q3 2022
Added 2.21%
|
|
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
May 08, 2025 Q1 2025 |
417
shares
|
$333,324
0.03% of portfolio
|
Q1 2025
Added 2.96%
|
|
|
Financial Perspectives, Inc
Minneapolis, MN |
Apr 18, 2025 Q1 2025 |
417
shares
|
$333,324
0.12% of portfolio
|
Q4 2024
Added 14.88%
|
|
|
Broadway Wealth Solutions, Inc.
San Antonio, TX |
Apr 14, 2025 Q1 2025 |
417
shares
|
$333,324
0.25% of portfolio
|
Q1 2025
Reduced 11.46%
|
|
|
Ram Investment Partners, LLC
Bellevue, WA |
Apr 23, 2025 Q1 2025 |
416
shares
|
$332,525
0.08% of portfolio
|
Q1 2025
Added 6.39%
|
|
|
Finley Financial, LLC
Las Vegas, NV |
Jul 09, 2025 Q2 2025 |
416
shares
|
$332,525
0.16% of portfolio
|
Q4 2024
New holding
|
|
|
Gk Wealth Management LLC
Reno, NV |
Jul 07, 2025 Q2 2025 |
415
shares
|
$331,726
0.29% of portfolio
|
Q2 2025
Reduced 20.35%
|
|
|
Kelly Financial Services LLC
Braintree, MA |
Apr 15, 2025 Q1 2025 |
414
shares
|
$330,926
0.13% of portfolio
|
Q4 2024
New holding
|
|
|
Kohmann Bosshard Financial Services, LLC
|
May 12, 2025 Q1 2025 |
413
shares
|
$330,127
0.04% of portfolio
|
Q4 2024
Added 5.9%
|
|
|
Peirce Capital Management, LLC
The Woodlands, TX |
Jul 07, 2025 Q2 2025 |
412
shares
|
$329,328
0.14% of portfolio
|
Q1 2024
Reduced 7.42%
|
|
|
Vantage Financial Partners, LLC
Elm Grove, WI |
May 07, 2025 Q1 2025 |
411
shares
|
$328,528
0.09% of portfolio
|
Q1 2025
Added 0.24%
|
|
|
Strata Wealth Advisors, LLC
Dallas, TX |
May 01, 2025 Q1 2025 |
411
shares
|
$328,528
0.11% of portfolio
|
Q1 2025
Reduced 36.08%
|
|
|
Capital Planning LLC
|
Apr 29, 2025 Q1 2025 |
410
shares
|
$327,729
0.1% of portfolio
|
Q1 2025
Reduced 14.76%
|
|
|
Summitry LLC
Foster City, CA |
May 13, 2025 Q1 2025 |
410
shares
|
$327,729
0.02% of portfolio
|
Q1 2025
Added 4.06%
|
|
|
Sterling Financial Group, Inc.
Pasadena, CA |
Jul 10, 2025 Q2 2025 |
410
shares
|
$327,729
0.14% of portfolio
|
Q2 2025
Reduced 0.49%
|
|
|
Noesis Capital Mangement Corp
|
May 06, 2025 Q1 2025 |
409
shares
|
$326,930
0.07% of portfolio
|
Q1 2025
Added 32.79%
|
|
|
Gallagher Capital Advisors, LLC
Argyle, TX |
Apr 22, 2025 Q1 2025 |
409
shares
|
$326,930
0.26% of portfolio
|
Q1 2025
Added 0.25%
|
|
|
Ml & R Wealth Management LLC
|
May 14, 2024 Q1 2024 |
408
shares
|
$326,130
0.07% of portfolio
|
Q1 2024
Added 15.58%
|
|
|
One Charles Private Wealth Services, LLC
|
May 08, 2025 Q1 2025 |
408
shares
|
$326,130
0.12% of portfolio
|
Q1 2025
Reduced 8.72%
|
|
|
Rainey & Randall Investment Management Inc.
Celebration, FL |
May 01, 2025 Q1 2025 |
407
shares
|
$325,331
0.07% of portfolio
|
Q1 2025
New holding
|
|
|
Parus Finance (Uk) LTD
London, X0 |
May 09, 2025 Q1 2025 |
407
shares
|
$325,331
0.11% of portfolio
|
Q1 2025
Reduced 6.0%
|
|
|
Pine Haven Investment Counsel, Inc
Fairhaven, MA |
Jul 15, 2025 Q2 2025 |
406
shares
|
$324,532
0.25% of portfolio
|
Q2 2025
Added 1.5%
|
|
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
May 15, 2025 Q1 2025 |
406
shares
|
$324,532
0.02% of portfolio
|
Q1 2025
Reduced 9.78%
|
|
|
Alesco Advisors LLC
Pittsford, NY |
Jul 09, 2025 Q2 2025 |
406
shares
|
$324,532
0.01% of portfolio
|
Q2 2025
Added 22.66%
|