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 4,352 institutions that hold shares in the stock, with a total of 759 Million shares, which have been reported (via 13F filing form) to have a value of $682 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Dahring | Cusmano LLC
Novi, MI |
Feb 03, 2025 Q4 2024 |
350
shares
|
$314,632
0.24% of portfolio
|
Q4 2024
New holding
|
|
|
Abc Arbitrage Sa
Paris, I0 |
Jan 30, 2025 Q4 2024 |
349
shares
|
$313,733
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Brown Miller Wealth Management, LLC
|
Apr 17, 2025 Q1 2025 |
348
shares
|
$312,834
0.1% of portfolio
|
Q1 2025
New holding
|
|
|
Summit Wealth Group, LLC
White River Junction, VT |
Feb 04, 2025 Q4 2024 |
348
shares
|
$312,834
0.08% of portfolio
|
Q4 2024
Reduced 14.71%
|
|
|
Cornerstone Management, Inc.
Duluth, GA |
Apr 21, 2025 Q1 2025 |
348
shares
|
$312,834
0.05% of portfolio
|
Q1 2025
Reduced 3.06%
|
|
|
Cannon Financial Strategists, Inc.
Athens, GA |
Jan 31, 2025 Q4 2024 |
348
shares
|
$312,834
0.05% of portfolio
|
Q1 2022
Closed
|
|
|
Spreng Capital Management, Inc.
|
Feb 13, 2025 Q4 2024 |
347
shares
|
$311,935
0.12% of portfolio
|
Q4 2024
Reduced 36.79%
|
|
|
One Ascent Wealth Management LLC
Birmingham, AL |
Feb 12, 2025 Q4 2024 |
347
shares
|
$311,935
0.11% of portfolio
|
Q4 2024
Reduced 23.23%
|
|
|
Verus Wealth Management, LLC
De Pere, WI |
Apr 22, 2025 Q1 2025 |
347
shares
|
$311,935
0.31% of portfolio
|
Q4 2024
New holding
|
|
|
Gutierrez Wealth Advisory, LLC
Little Rock, AR |
Apr 28, 2025 Q1 2025 |
347
shares
|
$311,935
0.23% of portfolio
|
Q1 2025
Added 6.12%
|
|
|
Beck Bode, LLC
|
Feb 14, 2025 Q4 2024 |
346
shares
|
$311,036
0.05% of portfolio
|
Q4 2024
Reduced 97.95%
|
|
|
Pacific Wealth Strategies Group, Inc.
|
Apr 25, 2025 Q1 2025 |
345
shares
|
$310,137
0.21% of portfolio
|
Q4 2024
Added 16.95%
|
|
|
Ground Swell Capital, LLC
Folly Beach, SC |
Feb 14, 2025 Q4 2024 |
345
shares
|
$310,137
0.41% of portfolio
|
Q4 2024
Added 17.75%
|
|
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
Apr 15, 2025 Q1 2025 |
345
shares
|
$310,137
0.22% of portfolio
|
Q1 2025
New holding
|
|
|
Hidden Cove Wealth Management, LLC
Bainbridge Island, WA |
Apr 24, 2025 Q1 2025 |
345
shares
|
$310,137
0.23% of portfolio
|
Q1 2025
Added 25.0%
|
|
|
Flynn Zito Capital Management, LLC
|
Feb 04, 2025 Q4 2024 |
344
shares
|
$309,238
0.13% of portfolio
|
Q3 2024
Added 1.78%
|
|
|
Whipplewood Advisors, LLC
Littleton, CO |
Apr 09, 2025 Q1 2025 |
343
shares
|
$308,339
0.17% of portfolio
|
Q1 2025
Reduced 2.56%
|
|
|
Commonwealth Retirement Investments LLC
Richmond, VA |
Feb 04, 2025 Q4 2024 |
342
shares
|
$307,440
0.11% of portfolio
|
Q4 2024
New holding
|
|
|
Gerber, LLC
Columbus, OH |
Apr 23, 2025 Q1 2025 |
342
shares
|
$307,440
0.24% of portfolio
|
Q2 2024
Added 6.21%
|
|
|
Covestor LTD
Boston, MA |
Feb 13, 2025 Q4 2024 |
341
shares
|
$306,541
0.16% of portfolio
|
Q4 2024
Reduced 37.08%
|
|
|
David Katz
Matrix Asset Advisors Inc
|
Apr 22, 2025 Q1 2025 |
340
shares
|
$305,643
0.03% of portfolio
|
Q1 2025
Added 12.58%
|
|
|
Asset Allocation & Management Company, LLC
|
Apr 08, 2025 Q1 2025 |
340
shares
|
$305,643
0.14% of portfolio
|
Q4 2024
New holding
|
|
|
James Hambro & Partners
|
Apr 17, 2025 Q1 2025 |
340
shares
|
$305,643
0.01% of portfolio
|
Q3 2024
Added 3.66%
|
|
|
Genesis Private Wealth, LLC
Ashburn, VA |
Apr 23, 2025 Q1 2025 |
340
shares
|
$305,643
0.15% of portfolio
|
Q1 2025
Added 11.84%
|
|
|
Balance Wealth, LLC
Delaware, OH |
Apr 23, 2025 Q1 2025 |
339
shares
|
$304,744
0.18% of portfolio
|
Q1 2025
New holding
|