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 4,336 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 $672 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Fma Wealth Management, LLC
Duxbury, MA |
Apr 22, 2025 Q1 2025 |
300
shares
|
$269,685
0.21% of portfolio
|
Q4 2024
Reduced 14.29%
|
|
|
Hrc Wealth Management, LLC
Moscow, ID |
Feb 12, 2025 Q4 2024 |
300
shares
|
$269,685
0.14% of portfolio
|
Q1 2024
New holding
|
|
|
Fiduciary Family Office, LLC
Boca Raton, FL |
Jan 17, 2025 Q4 2024 |
300
shares
|
$269,685
0.07% of portfolio
|
Q4 2024
Reduced 85.93%
|
|
|
Kera Capital Partners, Inc.
Sacramento, CA |
Apr 02, 2025 Q1 2025 |
300
shares
|
$269,685
0.07% of portfolio
|
Q1 2025
Added 0.33%
|
|
|
Blue Rock Wealth Management LLC
Winston Salem, NC |
Feb 14, 2025 Q4 2024 |
300
shares
|
$269,685
0.24% of portfolio
|
Q4 2024
New holding
|
|
|
Sk Wealth Management, LLC
Providence, RI |
Apr 22, 2025 Q1 2025 |
299
shares
|
$268,786
0.13% of portfolio
|
Q1 2025
Added 0.34%
|
|
|
Baring Financial LLC
Bellingham, WA |
Apr 04, 2025 Q1 2025 |
299
shares
|
$268,786
0.21% of portfolio
|
Q1 2025
Added 10.74%
|
|
|
Secured Retirement Advisors, LLC
St Louis Park, MN |
Jan 30, 2025 Q4 2024 |
298
shares
|
$267,887
0.13% of portfolio
|
Q4 2024
Reduced 9.15%
|
|
|
Coordinated Financial Services, Inc./Co
Denver, CO |
Jul 22, 2024 Q2 2024 |
298
shares
|
$267,887
0.23% of portfolio
|
Q2 2024
Reduced 18.58%
|
|
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
Feb 12, 2025 Q4 2024 |
297
shares
|
$266,988
0.03% of portfolio
|
Q4 2024
Added 2.77%
|
|
|
Astra Wealth Partners LLC
Jersey City, NJ |
Apr 30, 2025 Q1 2025 |
297
shares
|
$266,988
0.22% of portfolio
|
Q1 2025
Added 13.36%
|
|
|
Hfg Advisors, Inc.
|
Apr 21, 2025 Q1 2025 |
296
shares
|
$266,089
0.22% of portfolio
|
Q4 2024
Reduced 17.55%
|
|
|
Headland Capital, LLC
Mt. Pleasant, SC |
Feb 14, 2025 Q4 2024 |
296
shares
|
$266,089
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Adamsbrown Wealth Consultants LLC
|
Apr 11, 2025 Q1 2025 |
295
shares
|
$265,190
0.08% of portfolio
|
Q1 2025
Added 11.32%
|
|
|
Lafayette Investments, Inc.
|
Apr 24, 2025 Q1 2025 |
295
shares
|
$265,190
0.05% of portfolio
|
Q1 2025
Added 9.26%
|
|
|
Beirne Wealth Consulting Services, LLC
|
Jan 31, 2025 Q4 2024 |
294
shares
|
$264,291
0.08% of portfolio
|
Q1 2024
Reduced 49.83%
|
|
|
Dorchester Wealth Management CO
|
Feb 03, 2025 Q4 2024 |
294
shares
|
$264,291
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
First Purpose Wealth LLC
|
Apr 22, 2024 Q1 2024 |
293
shares
|
$263,392
0.08% of portfolio
|
Q1 2024
New holding
|
|
|
True Link Financial Advisors, LLC
|
Apr 21, 2025 Q1 2025 |
293
shares
|
$263,392
0.02% of portfolio
|
Q1 2025
Reduced 64.22%
|
|
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
Apr 23, 2025 Q1 2025 |
293
shares
|
$263,392
0.08% of portfolio
|
Q1 2025
Reduced 18.84%
|
|
|
Balanced Rock Investment Advisor
Roslindale, MA |
Feb 13, 2025 Q4 2024 |
293
shares
|
$263,392
0.18% of portfolio
|
Q4 2024
Reduced 4.87%
|
|
|
Lountzis Asset Management, LLC
Wyomissing, PA |
Apr 30, 2025 Q1 2025 |
292
shares
|
$262,493
0.09% of portfolio
|
Q1 2025
New holding
|
|
|
Capital Counsel LLC
New York, NY |
Feb 13, 2025 Q4 2024 |
292
shares
|
$262,493
0.01% of portfolio
|
Q3 2024
Added 2.46%
|
|
|
Life Steps Financial, Inc.
|
Apr 23, 2025 Q1 2025 |
291
shares
|
$261,594
0.2% of portfolio
|
Q1 2025
Reduced 16.62%
|
|
|
Pcg Asset Management, LLC
Gladstone, NJ |
Feb 05, 2025 Q4 2024 |
291
shares
|
$261,594
0.2% of portfolio
|
Q4 2024
New holding
|