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 |
|---|---|---|---|---|---|
|
Instrumental Wealth, LLC
Tampa, FL |
Jul 16, 2025 Q2 2025 |
346
shares
|
$263,479
0.21% of portfolio
|
Q2 2025
Added 7.79%
|
|
|
Potomac Fund Management Inc /Adv
Miami, FL |
May 14, 2025 Q1 2025 |
346
shares
|
$263,479
0.29% of portfolio
|
Q1 2025
New holding
|
|
|
Pacific Wealth Strategies Group, Inc.
|
Apr 25, 2025 Q1 2025 |
345
shares
|
$262,717
0.21% of portfolio
|
Q4 2024
Added 16.95%
|
|
|
Flynn Zito Capital Management, LLC
|
May 05, 2025 Q1 2025 |
344
shares
|
$261,956
0.14% of portfolio
|
Q3 2024
Added 1.78%
|
|
|
Emprise Bank
Wichita, KS |
Jul 09, 2025 Q2 2025 |
344
shares
|
$261,956
0.13% of portfolio
|
Q2 2025
Reduced 37.23%
|
|
|
Gds Wealth Management
|
May 14, 2025 Q1 2025 |
343
shares
|
$261,194
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Prostatis Group LLC
Hanover, MD |
May 16, 2025 Q1 2025 |
343
shares
|
$261,194
0.09% of portfolio
|
Q1 2025
Reduced 3.65%
|
|
|
Whipplewood Advisors, LLC
Littleton, CO |
Apr 09, 2025 Q1 2025 |
343
shares
|
$261,194
0.17% of portfolio
|
Q1 2025
Reduced 2.56%
|
|
|
Hill Investment Group Partners, LLC
St. Louis, MO |
May 14, 2025 Q1 2025 |
342
shares
|
$260,433
0.04% of portfolio
|
Q1 2025
Reduced 55.29%
|
|
|
Gerber, LLC
Columbus, OH |
Apr 23, 2025 Q1 2025 |
342
shares
|
$260,433
0.24% of portfolio
|
Q2 2024
Added 6.21%
|
|
|
David Katz
Matrix Asset Advisors Inc
|
Apr 22, 2025 Q1 2025 |
340
shares
|
$258,910
0.03% of portfolio
|
Q1 2025
Added 12.58%
|
|
|
Asset Allocation & Management Company, LLC
|
Jul 16, 2025 Q2 2025 |
340
shares
|
$258,910
0.12% of portfolio
|
Q4 2024
New holding
|
|
|
Balance Wealth, LLC
Delaware, OH |
Apr 23, 2025 Q1 2025 |
339
shares
|
$258,148
0.18% of portfolio
|
Q1 2025
New holding
|
|
|
Horizons Wealth Management
Asheville, NC |
Jul 07, 2025 Q2 2025 |
338
shares
|
$257,387
0.19% of portfolio
|
Q4 2023
Added 3655.56%
|
|
|
Fedenia Advisers LLC
Madison, WI |
Apr 28, 2025 Q1 2025 |
338
shares
|
$257,387
0.18% of portfolio
|
Q1 2025
Added 168.25%
|
|
|
Global Strategic Investment Solutions, LLC
|
Apr 28, 2025 Q1 2025 |
337
shares
|
$256,625
0.03% of portfolio
|
Q1 2025
Reduced 17.0%
|
|
|
Goepper Burkhardt LLC
|
May 06, 2025 Q1 2025 |
337
shares
|
$256,625
0.11% of portfolio
|
Q1 2025
Added 7.32%
|
|
|
Measured Wealth Private Client Group, LLC
|
May 12, 2025 Q1 2025 |
337
shares
|
$256,625
0.09% of portfolio
|
Q1 2025
Reduced 5.07%
|
|
|
Opes Wealth Management LLC
Menlo Park, CA |
May 06, 2025 Q1 2025 |
337
shares
|
$256,625
0.06% of portfolio
|
Q1 2025
Added 6.65%
|
|
|
Tcp Asset Management, LLC
Columbus, OH |
Apr 28, 2025 Q1 2025 |
336
shares
|
$255,864
0.07% of portfolio
|
Q1 2025
Reduced 2.04%
|
|
|
Adams Wealth Management
|
May 13, 2025 Q1 2025 |
335
shares
|
$255,102
0.06% of portfolio
|
Q1 2025
Reduced 4.29%
|
|
|
Citizens & Northern Corp
|
Apr 21, 2025 Q1 2025 |
335
shares
|
$255,102
0.08% of portfolio
|
Q1 2025
Reduced 10.43%
|
|
|
Disciplined Investments, LLC
Tulsa, OK |
Apr 11, 2025 Q1 2025 |
335
shares
|
$255,102
0.13% of portfolio
|
Q4 2024
Reduced 5.1%
|
|
|
Thrive Capital Management, LLC
Fort Washington, PA |
Apr 30, 2025 Q1 2025 |
335
shares
|
$255,102
0.12% of portfolio
|
Q1 2025
New holding
|
|
|
Shay Capital LLC
New York, NY |
May 15, 2025 Q1 2025 |
335
shares
|
$255,102
0.05% of portfolio
|
Q1 2025
New holding
|