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 |
|---|---|---|---|---|---|
|
Sterling Financial Group, Inc.
Pasadena, CA |
Apr 15, 2025 Q1 2025 |
412
shares
|
$294,048
0.15% of portfolio
|
Q1 2025
Added 8.71%
|
|
|
Peirce Capital Management, LLC
The Woodlands, TX |
May 01, 2025 Q1 2025 |
412
shares
|
$294,048
0.17% of portfolio
|
Q1 2024
Reduced 7.42%
|
|
|
Vantage Financial Partners, LLC
Elm Grove, WI |
May 07, 2025 Q1 2025 |
411
shares
|
$293,334
0.09% of portfolio
|
Q1 2025
Added 0.24%
|
|
|
Strata Wealth Advisors, LLC
Dallas, TX |
May 01, 2025 Q1 2025 |
411
shares
|
$293,334
0.11% of portfolio
|
Q1 2025
Reduced 36.08%
|
|
|
Capital Planning LLC
|
Apr 29, 2025 Q1 2025 |
410
shares
|
$292,621
0.1% of portfolio
|
Q1 2025
Reduced 14.76%
|
|
|
Summitry LLC
Foster City, CA |
May 13, 2025 Q1 2025 |
410
shares
|
$292,621
0.02% of portfolio
|
Q1 2025
Added 4.06%
|
|
|
Madison Park Capital Advisors, LLC
Seattle, WA |
Apr 24, 2025 Q1 2025 |
410
shares
|
$292,621
0.3% of portfolio
|
Q1 2025
Added 0.74%
|
|
|
Noesis Capital Mangement Corp
|
May 06, 2025 Q1 2025 |
409
shares
|
$291,907
0.07% of portfolio
|
Q1 2025
Added 32.79%
|
|
|
Heritage Oak Wealth Advisors LLC
Santa Rosa Beach, FL |
Apr 28, 2025 Q1 2025 |
409
shares
|
$291,907
0.15% of portfolio
|
Q1 2025
Reduced 2.39%
|
|
|
Gallagher Capital Advisors, LLC
Argyle, TX |
Apr 22, 2025 Q1 2025 |
409
shares
|
$291,907
0.26% of portfolio
|
Q1 2025
Added 0.25%
|
|
|
Ml & R Wealth Management LLC
|
May 14, 2024 Q1 2024 |
408
shares
|
$291,193
0.07% of portfolio
|
Q1 2024
Added 15.58%
|
|
|
One Charles Private Wealth Services, LLC
|
May 08, 2025 Q1 2025 |
408
shares
|
$291,193
0.12% of portfolio
|
Q1 2025
Reduced 8.72%
|
|
|
Rainey & Randall Investment Management Inc.
Celebration, FL |
May 01, 2025 Q1 2025 |
407
shares
|
$290,479
0.07% of portfolio
|
Q1 2025
New holding
|
|
|
Parus Finance (Uk) LTD
London, X0 |
May 09, 2025 Q1 2025 |
407
shares
|
$290,479
0.11% of portfolio
|
Q1 2025
Reduced 6.0%
|
|
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
May 15, 2025 Q1 2025 |
406
shares
|
$289,766
0.02% of portfolio
|
Q1 2025
Reduced 9.78%
|
|
|
Littlejohn Financial Services, Inc.
Roseburg, OR |
Apr 11, 2025 Q1 2025 |
406
shares
|
$289,766
0.26% of portfolio
|
Q4 2024
New holding
|
|
|
Wpg Advisers, LLC
Baltimore, MD |
May 15, 2025 Q1 2025 |
406
shares
|
$289,766
0.31% of portfolio
|
Q1 2025
Reduced 1.93%
|
|
|
Genesee Capital Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
404
shares
|
$288,338
0.17% of portfolio
|
Q1 2025
Added 0.25%
|
|
|
Seldon Capital LP
San Francisco, CA |
May 15, 2025 Q1 2025 |
404
shares
|
$288,338
0.28% of portfolio
|
Q3 2023
New holding
|
|
|
Aurdan Capital Management, LLC
Wayne, PA |
Apr 30, 2025 Q1 2025 |
404
shares
|
$288,338
0.13% of portfolio
|
Q1 2025
Reduced 33.33%
|
|
|
Global Wealth Strategies & Associates
Denver, CO |
Apr 02, 2025 Q1 2025 |
403
shares
|
$287,625
0.1% of portfolio
|
Q1 2025
Reduced 30.64%
|
|
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
Apr 17, 2025 Q1 2025 |
402
shares
|
$286,911
0.13% of portfolio
|
Q1 2024
Added 1.26%
|
|
|
Banc First Trust & Investment Management
Oklahoma City, OK |
Apr 15, 2025 Q1 2025 |
402
shares
|
$286,911
0.21% of portfolio
|
Q1 2025
Reduced 6.94%
|
|
|
Kooman & Associates
Altoona, PA |
May 02, 2025 Q1 2025 |
402
shares
|
$286,911
0.12% of portfolio
|
Q1 2025
Added 7.49%
|
|
|
Archetype Wealth Partners
Houston, TX |
May 14, 2025 Q1 2025 |
401
shares
|
$286,197
0.05% of portfolio
|
Q1 2025
New holding
|