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 |
|---|---|---|---|---|---|
|
Byrne Asset Management LLC
|
Jul 09, 2025 Q2 2025 |
401
shares
|
$304,812
0.25% of portfolio
|
Q2 2025
Reduced 4.07%
|
|
|
Avid Wealth Partners LLC
San Antonio, TX |
Aug 14, 2025 Q2 2025 |
401
shares
|
$304,812
0.18% of portfolio
|
Q2 2025
New holding
|
|
|
Fielder Capital Group LLC
Nashville, TN |
Jul 31, 2025 Q2 2025 |
401
shares
|
$304,812
0.08% of portfolio
|
Q2 2025
Reduced 17.66%
|
|
|
Bond & Devick Financial Network, Inc.
|
Jul 11, 2025 Q2 2025 |
400
shares
|
$304,052
0.11% of portfolio
|
Q1 2025
New holding
|
|
|
American Institute For Advanced Investment Management, LLP
|
Aug 05, 2025 Q2 2025 |
400
shares
|
$304,052
0.22% of portfolio
|
Q3 2023
New holding
|
|
|
Baker Ellis Asset Management LLC
|
Jul 08, 2025 Q2 2025 |
400
shares
|
$304,052
0.04% of portfolio
|
Q1 2025
Reduced 6.98%
|
|
|
Quad Cities Investment Group, LLC
Davenport, IA |
Jul 11, 2025 Q2 2025 |
400
shares
|
$304,052
0.15% of portfolio
|
Q1 2025
Added 0.25%
|
|
|
May Barnhard Investments LLC
Bethesda, MD |
Jul 29, 2025 Q2 2025 |
400
shares
|
$304,052
0.15% of portfolio
|
Q1 2024
Reduced 13.04%
|
|
|
Amussen Hunsaker Associates LLC
Salt Lake City, UT |
Aug 14, 2025 Q2 2025 |
399
shares
|
$303,291
0.03% of portfolio
|
Q2 2025
Added 12.39%
|
|
|
Torray LLC
|
Aug 05, 2025 Q2 2025 |
398
shares
|
$302,531
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Rovin Capital
|
Aug 06, 2025 Q2 2025 |
397
shares
|
$301,771
0.09% of portfolio
|
Q2 2025
Added 11.83%
|
|
|
Maripau Wealth Management LLC
Fort Wayne, IN |
Aug 12, 2025 Q2 2025 |
397
shares
|
$301,771
0.18% of portfolio
|
Q2 2025
New holding
|
|
|
Syntax Advisors, LLC
New York, NY |
Nov 13, 2023 Q3 2023 |
396
shares
|
$301,011
0.37% of portfolio
|
Q3 2023
Reduced 23.11%
|
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Jul 17, 2025 Q2 2025 |
395
shares
|
$300,251
0.05% of portfolio
|
Q2 2025
Added 6.47%
|
|
|
Finward Bancorp
Munster, IN |
Aug 18, 2025 Q2 2025 |
395
shares
|
$300,251
0.24% of portfolio
|
Q4 2024
New holding
|
|
|
New Insight Wealth Advisors
San Ramon, CA |
Jul 16, 2025 Q2 2025 |
394
shares
|
$299,491
0.13% of portfolio
|
Q2 2025
Added 3.41%
|
|
|
Moody Aldrich Partners LLC
|
Aug 04, 2025 Q2 2025 |
393
shares
|
$298,731
0.07% of portfolio
|
Q2 2025
Reduced 22.64%
|
|
|
Cap Wealth Advisors, LLC
|
Jul 29, 2025 Q2 2025 |
393
shares
|
$298,731
0.03% of portfolio
|
Q2 2025
Reduced 14.94%
|
|
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
Jul 31, 2025 Q2 2025 |
392
shares
|
$297,970
0.12% of portfolio
|
Q2 2025
Reduced 2.49%
|
|
|
Capstone Wealth Management Group, LLC
Clarks Green, PA |
Jul 23, 2025 Q2 2025 |
392
shares
|
$297,970
0.29% of portfolio
|
Q1 2025
Reduced 7.11%
|
|
|
Gibraltar Capital Management, Inc.
|
Aug 05, 2025 Q2 2025 |
391
shares
|
$297,210
0.05% of portfolio
|
Q2 2025
Added 2.36%
|
|
|
Palisade Capital Management LLC
Fort Lee, NJ |
Aug 14, 2025 Q2 2025 |
391
shares
|
$297,210
0.01% of portfolio
|
Q2 2025
Added 22.19%
|
|
|
Hanlon Investment Management, Inc.
|
Jul 31, 2025 Q2 2025 |
390
shares
|
$296,450
0.23% of portfolio
|
Q2 2025
Added 22.64%
|
|
|
Surevest, LLC
Los Angeles, CA |
Nov 14, 2022 Q3 2022 |
390
shares
|
$296,450
0.03% of portfolio
|
Q3 2022
Added 0.52%
|
|
|
Kooman & Associates
Altoona, PA |
Jul 16, 2025 Q2 2025 |
390
shares
|
$296,450
0.1% of portfolio
|
Q2 2025
Reduced 2.99%
|