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 4,395 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 $615 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Lakeshore Financial Planning, Inc.
St. Clair Shores, MI |
Jul 14, 2025 Q2 2025 |
355
shares
|
$270,332
0.11% of portfolio
|
Q2 2025
Added 36.54%
|
|
|
Dahring | Cusmano LLC
Novi, MI |
May 05, 2025 Q1 2025 |
355
shares
|
$270,332
0.25% of portfolio
|
Q1 2025
Added 1.43%
|
|
|
Aspiring Ventures, LLC
Cincinnati, OH |
May 08, 2025 Q1 2025 |
354
shares
|
$269,571
0.15% of portfolio
|
Q1 2025
Added 0.85%
|
|
|
Twin Focus Capital Partners, LLC
Boston, MA |
May 13, 2025 Q1 2025 |
353
shares
|
$268,809
0.05% of portfolio
|
Q1 2025
Reduced 15.55%
|
|
|
Ashford Capital Management Inc
Wilmington, DE |
May 15, 2025 Q1 2025 |
353
shares
|
$268,809
0.04% of portfolio
|
Q1 2025
Reduced 3.29%
|
|
|
Leonard Rickey Investment Advisors P.L.L.C.
|
Jul 14, 2025 Q2 2025 |
352
shares
|
$268,048
0.06% of portfolio
|
Q2 2025
Reduced 1.68%
|
|
|
Altus Wealth Group LLC
Colorado Springs, CO |
Apr 25, 2025 Q1 2025 |
352
shares
|
$268,048
0.14% of portfolio
|
Q4 2024
Added 8.64%
|
|
|
All Square Wealth Management LLC
Albany, NY |
May 06, 2025 Q1 2025 |
352
shares
|
$268,048
0.17% of portfolio
|
Q1 2025
Reduced 4.09%
|
|
|
Andina Capital Management, LLC
Lehi, UT |
May 13, 2025 Q1 2025 |
352
shares
|
$268,048
0.21% of portfolio
|
Q1 2025
New holding
|
|
|
Teamwork Financial Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
351
shares
|
$267,286
0.04% of portfolio
|
Q2 2025
Added 5.09%
|
|
|
Leslie Global Wealth, LLC
Itasca, IL |
May 14, 2025 Q1 2025 |
351
shares
|
$267,286
0.14% of portfolio
|
Q1 2025
Reduced 11.14%
|
|
|
Colton Groome Financial Advisors, LLC
|
Jul 16, 2025 Q2 2025 |
350
shares
|
$266,525
0.09% of portfolio
|
Q2 2025
Reduced 12.5%
|
|
|
New Square Capital LLC
|
Apr 14, 2025 Q1 2025 |
350
shares
|
$266,525
0.02% of portfolio
|
Q1 2025
Added 89.19%
|
|
|
Paradigm Asset Management CO LLC
|
May 05, 2025 Q1 2025 |
350
shares
|
$266,525
0.12% of portfolio
|
Q4 2024
Reduced 85.11%
|
|
|
Central Asset Investments & Management Holdings (Hk) LTD
|
May 13, 2025 Q1 2025 |
350
shares
|
$266,525
0.59% of portfolio
|
Q4 2024
New holding
|
|
|
Summit Wealth Group, LLC
White River Junction, VT |
May 02, 2025 Q1 2025 |
350
shares
|
$266,525
0.08% of portfolio
|
Q1 2025
Added 0.57%
|
|
|
Ws Portfolio Advisory, LLC
Snoqualmie Pass, WA |
Apr 28, 2025 Q1 2025 |
350
shares
|
$266,525
1.71% of portfolio
|
Q1 2025
Reduced 41.67%
|
|
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
Feb 12, 2025 Q4 2024 |
350
shares
|
$266,525
0.2% of portfolio
|
Q1 2024
Reduced 16.27%
|
|
|
Centennial Wealth Advisory LLC
|
Jul 17, 2025 Q2 2025 |
349
shares
|
$265,763
0.09% of portfolio
|
Q2 2025
Added 9.75%
|
|
|
Brown Miller Wealth Management, LLC
|
Apr 17, 2025 Q1 2025 |
348
shares
|
$265,002
0.1% of portfolio
|
Q1 2025
New holding
|
|
|
Cornerstone Management, Inc.
Duluth, GA |
Apr 21, 2025 Q1 2025 |
348
shares
|
$265,002
0.05% of portfolio
|
Q1 2025
Reduced 3.06%
|
|
|
Cannon Financial Strategists, Inc.
Athens, GA |
May 05, 2025 Q1 2025 |
348
shares
|
$265,002
0.05% of portfolio
|
Q1 2022
Closed
|
|
|
Spreng Capital Management, Inc.
|
May 13, 2025 Q1 2025 |
347
shares
|
$264,240
0.13% of portfolio
|
Q4 2024
Reduced 36.79%
|
|
|
Verus Wealth Management, LLC
De Pere, WI |
Apr 22, 2025 Q1 2025 |
347
shares
|
$264,240
0.31% of portfolio
|
Q4 2024
New holding
|
|
|
Gutierrez Wealth Advisory, LLC
Little Rock, AR |
Apr 28, 2025 Q1 2025 |
347
shares
|
$264,240
0.23% of portfolio
|
Q1 2025
Added 6.12%
|