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 |
|---|---|---|---|---|---|
|
One Charles Private Wealth Services, LLC
|
Aug 12, 2025 Q2 2025 |
376
shares
|
$285,808
0.09% of portfolio
|
Q2 2025
Reduced 7.84%
|
|
|
Strategic Financial Partners, Ltd.
Bend, OR |
Aug 06, 2025 Q2 2025 |
375
shares
|
$285,048
0.14% of portfolio
|
Q4 2024
New holding
|
|
|
Guerra Pan Advisors, LLC
Montclair, NJ |
Aug 12, 2025 Q2 2025 |
374
shares
|
$284,288
0.19% of portfolio
|
Q3 2024
Added 2.47%
|
|
|
Granite Bay Wealth Management, LLC
|
Jul 08, 2025 Q2 2025 |
373
shares
|
$283,528
0.09% of portfolio
|
Q2 2025
Added 2.47%
|
|
|
One Day In July LLC
|
Aug 04, 2025 Q2 2025 |
373
shares
|
$283,528
0.03% of portfolio
|
Q2 2025
Added 1.63%
|
|
|
Vander Pol Investments L.L.C.
Caledonia, MI |
Jul 24, 2025 Q2 2025 |
373
shares
|
$283,528
0.61% of portfolio
|
Q2 2025
Reduced 2.36%
|
|
|
Centerpoint Advisory Group
Overland Park, KS |
Aug 06, 2025 Q2 2025 |
373
shares
|
$283,528
0.25% of portfolio
|
Q2 2025
Reduced 43.48%
|
|
|
Balance Wealth, LLC
Delaware, OH |
Aug 13, 2025 Q2 2025 |
373
shares
|
$283,528
0.17% of portfolio
|
Q2 2025
Added 10.03%
|
|
|
Kfa Private Wealth Group, LLC
|
Jul 24, 2025 Q2 2025 |
372
shares
|
$282,768
0.09% of portfolio
|
Q2 2025
Reduced 2.62%
|
|
|
Stordahl Capital Management, Inc.
|
Jul 29, 2025 Q2 2025 |
372
shares
|
$282,768
0.06% of portfolio
|
Q1 2025
Added 6.29%
|
|
|
Global Wealth Strategies & Associates
Denver, CO |
Jul 07, 2025 Q2 2025 |
372
shares
|
$282,768
0.08% of portfolio
|
Q2 2025
Reduced 7.69%
|
|
|
Potomac Fund Management Inc /Adv
Miami, FL |
Aug 14, 2025 Q2 2025 |
372
shares
|
$282,768
0.22% of portfolio
|
Q2 2025
Added 7.51%
|
|
|
21 West Wealth Management LLC
Tustin, CA |
Jul 08, 2025 Q2 2025 |
372
shares
|
$282,768
0.29% of portfolio
|
Q2 2025
New holding
|
|
|
Brio Consultants, LLC
|
Aug 07, 2025 Q2 2025 |
371
shares
|
$282,008
0.04% of portfolio
|
Q2 2025
Added 28.37%
|
|
|
Carnegie Lake Advisors LLC
Princeton, NJ |
Aug 06, 2025 Q2 2025 |
371
shares
|
$282,008
0.11% of portfolio
|
Q3 2024
New holding
|
|
|
Retirement Planning Group
|
Jul 30, 2025 Q2 2025 |
369
shares
|
$280,487
0.02% of portfolio
|
Q2 2025
Reduced 20.65%
|
|
|
Lodestone Wealth Management LLC
Spokane, WA |
Apr 28, 2025 Q1 2025 |
369
shares
|
$280,487
0.16% of portfolio
|
Q1 2025
Reduced 0.81%
|
|
|
Diligent Investors, LLC
|
Jul 21, 2025 Q2 2025 |
367
shares
|
$278,967
0.08% of portfolio
|
Q2 2025
New holding
|
|
|
Highlander Capital Management, LLC
Short Hills, NJ |
May 20, 2024 Q1 2024 |
367
shares
|
$278,967
0.12% of portfolio
|
Q1 2024
Reduced 21.41%
|
|
|
Wpg Advisers, LLC
Baltimore, MD |
Aug 11, 2025 Q2 2025 |
367
shares
|
$278,967
0.24% of portfolio
|
Q2 2025
Reduced 9.61%
|
|
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
Jul 07, 2025 Q2 2025 |
367
shares
|
$278,967
0.21% of portfolio
|
Q2 2025
Reduced 26.01%
|
|
|
Merriman Wealth Management, LLC
|
Feb 13, 2025 Q4 2024 |
366
shares
|
$278,207
0.01% of portfolio
|
Q4 2024
Reduced 62.27%
|
|
|
Gerber, LLC
Columbus, OH |
Jul 23, 2025 Q2 2025 |
365
shares
|
$277,447
0.2% of portfolio
|
Q2 2025
Added 6.73%
|
|
|
Goepper Burkhardt LLC
|
Aug 12, 2025 Q2 2025 |
364
shares
|
$276,687
0.11% of portfolio
|
Q2 2025
Added 8.01%
|
|
|
Mas Advisors LLC
Miami, FL |
Jul 22, 2025 Q2 2025 |
364
shares
|
$276,687
0.48% of portfolio
|
Q2 2025
Added 0.83%
|