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 |
|---|---|---|---|---|---|
|
Meredith Wealth Planning
Maryville, IL |
May 07, 2025 Q1 2025 |
363
shares
|
$290,160
0.13% of portfolio
|
Q3 2024
Reduced 2.16%
|
|
|
Napa Wealth Management
Napa, CA |
May 14, 2025 Q1 2025 |
362
shares
|
$289,361
0.17% of portfolio
|
Q1 2025
Reduced 3.72%
|
|
|
Truepoint, Inc.
|
May 12, 2025 Q1 2025 |
361
shares
|
$288,561
0.01% of portfolio
|
Q1 2025
Reduced 12.17%
|
|
|
Mas Advisors LLC
Miami, FL |
May 14, 2025 Q1 2025 |
361
shares
|
$288,561
0.47% of portfolio
|
Q3 2024
Reduced 3.99%
|
|
|
Golden Road Advisors LLC
Tampa, FL |
Apr 21, 2025 Q1 2025 |
361
shares
|
$288,561
0.23% of portfolio
|
Q1 2025
Added 1.98%
|
|
|
Affinity Investment Advisors, LLC
|
May 13, 2025 Q1 2025 |
360
shares
|
$287,762
0.24% of portfolio
|
Q3 2024
New holding
|
|
|
Blue Square Asset Management, LLC
New York, NY |
May 01, 2025 Q1 2025 |
360
shares
|
$287,762
0.16% of portfolio
|
Q4 2023
New holding
|
|
|
Ims Capital Management
|
Jul 15, 2025 Q2 2025 |
359
shares
|
$286,963
0.13% of portfolio
|
Q2 2025
Reduced 84.25%
|
|
|
Wealth Management Nebraska
Norfolk, NE |
May 15, 2025 Q1 2025 |
359
shares
|
$286,963
0.05% of portfolio
|
Q1 2025
Added 36.5%
|
|
|
Petros Family Wealth, LLC
Bloomington, MN |
Apr 23, 2025 Q1 2025 |
359
shares
|
$286,963
0.33% of portfolio
|
Q1 2025
Added 15.43%
|
|
|
Advice One Advisory Services, LLC
Glastonbury, CT |
Jun 27, 2025 Q1 2025 |
359
shares
|
$286,963
0.24% of portfolio
|
Q1 2025
Added 5.28%
|
|
|
Halpern Financial, Inc.
Ashburn, VA |
Oct 04, 2024 Q3 2024 |
358
shares
|
$286,163
0.08% of portfolio
|
Q3 2024
Added 2.29%
|
|
|
Madrona Financial Services, LLC
|
Apr 23, 2025 Q1 2025 |
357
shares
|
$285,364
0.09% of portfolio
|
Q1 2025
Added 11.21%
|
|
|
Tru Independence LLC
|
Jul 15, 2025 Q2 2025 |
357
shares
|
$285,364
0.08% of portfolio
|
Q2 2025
Added 1.71%
|
|
|
Lanham O'Dell & Company, Inc.
Hurricane, WV |
May 15, 2025 Q1 2025 |
357
shares
|
$285,364
0.18% of portfolio
|
Q4 2024
Added 0.56%
|
|
|
Aspetuck Financial Management LLC
Westport, CT |
Apr 23, 2025 Q1 2025 |
357
shares
|
$285,364
0.25% of portfolio
|
Q4 2024
Reduced 18.21%
|
|
|
Burkett Financial Services, LLC
Rock Hill, SC |
Jul 01, 2025 Q2 2025 |
356
shares
|
$284,565
0.1% of portfolio
|
Q2 2025
Reduced 0.56%
|
|
|
Mountain Pacific Investment Advisers Inc
|
Apr 17, 2025 Q1 2025 |
355
shares
|
$283,765
0.02% of portfolio
|
Q4 2024
Reduced 7.79%
|
|
|
Rovin Capital
|
Apr 25, 2025 Q1 2025 |
355
shares
|
$283,765
0.09% of portfolio
|
Q1 2025
Reduced 9.9%
|
|
|
Amussen Hunsaker Associates LLC
Salt Lake City, UT |
May 27, 2025 Q1 2025 |
355
shares
|
$283,765
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Apr 01, 2025 Q1 2025 |
355
shares
|
$283,765
0.09% of portfolio
|
Q4 2024
Added 4.41%
|
|
|
Lakeshore Financial Planning, Inc.
St. Clair Shores, MI |
Jul 14, 2025 Q2 2025 |
355
shares
|
$283,765
0.11% of portfolio
|
Q2 2025
Added 36.54%
|
|
|
Dahring | Cusmano LLC
Novi, MI |
May 05, 2025 Q1 2025 |
355
shares
|
$283,765
0.25% of portfolio
|
Q1 2025
Added 1.43%
|
|
|
Aspiring Ventures, LLC
Cincinnati, OH |
May 08, 2025 Q1 2025 |
354
shares
|
$282,966
0.15% of portfolio
|
Q1 2025
Added 0.85%
|
|
|
Twin Focus Capital Partners, LLC
Boston, MA |
May 13, 2025 Q1 2025 |
353
shares
|
$282,167
0.05% of portfolio
|
Q1 2025
Reduced 15.55%
|