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 |
|---|---|---|---|---|---|
|
Hartmann Taylor Wealth Management, LLC
Dallas, TX |
Jul 15, 2025 Q2 2025 |
430
shares
|
$326,855
0.28% of portfolio
|
Q2 2025
Reduced 4.87%
|
|
|
Whelan Financial
|
Jul 21, 2025 Q2 2025 |
429
shares
|
$326,095
0.12% of portfolio
|
Q2 2025
Reduced 7.74%
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
429
shares
|
$326,095
0.01% of portfolio
|
Q4 2022
Added 156.89%
|
|
|
Long View Wealth Management
Atlanta, GA |
Jul 11, 2025 Q2 2025 |
429
shares
|
$326,095
0.1% of portfolio
|
Q2 2025
Reduced 0.46%
|
|
|
Inceptionr LLC
Lafayette, CA |
Aug 12, 2025 Q2 2025 |
428
shares
|
$325,335
0.08% of portfolio
|
Q2 2025
Reduced 70.5%
|
|
|
Williams & Novak, LLC
Westlake Village, CA |
Jul 24, 2025 Q2 2025 |
428
shares
|
$325,335
0.28% of portfolio
|
Q2 2025
New holding
|
|
|
Curio Wealth, LLC
Annapolis, MD |
Jul 31, 2025 Q2 2025 |
428
shares
|
$325,335
0.15% of portfolio
|
Q2 2025
Added 14166.67%
|
|
|
Howe & Rusling Inc
Rochester, NY |
Jun 17, 2025 Q1 2025 |
426
shares
|
$323,815
0.03% of portfolio
|
Q1 2025
Added 14.82%
|
|
|
Ram Investment Partners, LLC
Bellevue, WA |
Aug 08, 2025 Q2 2025 |
426
shares
|
$323,815
0.07% of portfolio
|
Q2 2025
Added 2.4%
|
|
|
Kelly Financial Services LLC
Braintree, MA |
Jul 17, 2025 Q2 2025 |
426
shares
|
$323,815
0.11% of portfolio
|
Q2 2025
Added 2.9%
|
|
|
Wernau Asset Management Inc.
Gloucester, MA |
May 07, 2025 Q1 2025 |
426
shares
|
$323,815
0.28% of portfolio
|
Q4 2024
New holding
|
|
|
Fortis Capital Management LLC
|
Aug 12, 2025 Q2 2025 |
424
shares
|
$322,295
0.05% of portfolio
|
Q2 2025
Added 48.77%
|
|
|
Sig Brokerage, LP
Bala Cynwyd, PA |
Aug 14, 2025 Q2 2025 |
424
shares
|
$322,295
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
49 Wealth Management, LLC
Austin, TX |
Aug 07, 2025 Q2 2025 |
423
shares
|
$321,534
0.04% of portfolio
|
Q2 2025
Reduced 16.57%
|
|
|
Centennial Bank/Ar/
Conway, AR |
Aug 05, 2025 Q2 2025 |
423
shares
|
$321,534
0.14% of portfolio
|
Q2 2025
Reduced 23.78%
|
|
|
Vantage Financial Partners, LLC
Elm Grove, WI |
Aug 06, 2025 Q2 2025 |
422
shares
|
$320,774
0.09% of portfolio
|
Q2 2025
Added 2.68%
|
|
|
Cura Wealth Advisors, LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
422
shares
|
$320,774
0.13% of portfolio
|
Q2 2025
Added 12.53%
|
|
|
Wilkinson Global Asset Management LLC
|
Aug 11, 2025 Q2 2025 |
420
shares
|
$319,254
0.02% of portfolio
|
Q1 2025
Reduced 4.76%
|
|
|
Paces Ferry Wealth Advisors, LLC
|
Aug 14, 2025 Q2 2025 |
420
shares
|
$319,254
0.16% of portfolio
|
Q2 2025
Reduced 1.64%
|
|
|
Bkm Wealth Management, LLC
Brookfield, WI |
Jul 29, 2025 Q2 2025 |
420
shares
|
$319,254
0.13% of portfolio
|
Q1 2025
Reduced 12.5%
|
|
|
Sterling Investment Counsel, LLC
|
Jul 21, 2025 Q2 2025 |
419
shares
|
$318,494
0.19% of portfolio
|
Q2 2025
Reduced 79.57%
|
|
|
Xcel Wealth Management, LLC
|
Jul 15, 2025 Q2 2025 |
418
shares
|
$317,734
0.1% of portfolio
|
Q2 2025
New holding
|
|
|
Madison Park Capital Advisors, LLC
Seattle, WA |
Jul 07, 2025 Q2 2025 |
418
shares
|
$317,734
0.27% of portfolio
|
Q2 2025
Added 1.95%
|
|
|
Rmr Capital Management, LLC
Tustin, CA |
Jul 28, 2025 Q2 2025 |
418
shares
|
$317,734
0.23% of portfolio
|
Q2 2024
New holding
|
|
|
American Research & Management Co.
|
Oct 07, 2022 Q3 2022 |
417
shares
|
$316,974
0.04% of portfolio
|
Q3 2022
Added 2.21%
|