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 4,390 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 $646 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
X Square Capital, LLC
|
May 09, 2025 Q1 2025 |
311
shares
|
$248,594
0.11% of portfolio
|
Q1 2025
Reduced 24.33%
|
|
|
Xy Capital LTD
Central, K3 |
May 12, 2025 Q1 2025 |
311
shares
|
$248,594
0.07% of portfolio
|
Q1 2025
New holding
|
|
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
Apr 30, 2025 Q1 2025 |
311
shares
|
$248,594
0.24% of portfolio
|
Q1 2025
Added 1096.15%
|
|
|
Kera Capital Partners, Inc.
Sacramento, CA |
Jul 01, 2025 Q2 2025 |
311
shares
|
$248,594
0.05% of portfolio
|
Q2 2025
Added 3.67%
|
|
|
Blue Zone Wealth Advisors, LLC
|
Apr 11, 2025 Q1 2025 |
310
shares
|
$247,795
0.08% of portfolio
|
Q1 2025
Added 11.51%
|
|
|
Berkshire Money Management, Inc.
|
Apr 23, 2025 Q1 2025 |
310
shares
|
$247,795
0.03% of portfolio
|
Q1 2025
Reduced 20.72%
|
|
|
Veery Capital, LLC
|
Jul 07, 2025 Q2 2025 |
310
shares
|
$247,795
0.08% of portfolio
|
Q2 2025
Reduced 2.52%
|
|
|
Websterrogers Financial Advisors, LLC
|
Jul 10, 2025 Q2 2025 |
310
shares
|
$247,795
0.08% of portfolio
|
Q1 2025
Reduced 35.95%
|
|
|
Shanker Valleau Wealth Advisors, Inc.
|
Jul 08, 2025 Q2 2025 |
309
shares
|
$246,996
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
George Kaiser Family Foundation
|
May 13, 2025 Q1 2025 |
309
shares
|
$246,996
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
May 08, 2025 Q1 2025 |
309
shares
|
$246,996
0.09% of portfolio
|
Q1 2025
Added 14.02%
|
|
|
Capstone Capital Wealth Advisors
Henderson, NV |
Jul 15, 2025 Q2 2025 |
309
shares
|
$246,996
0.17% of portfolio
|
Q2 2025
Reduced 0.96%
|
|
|
Fonville Wealth Management LLC
Richmond, VA |
Apr 30, 2025 Q1 2025 |
309
shares
|
$246,996
0.08% of portfolio
|
Q1 2025
Reduced 10.17%
|
|
|
Axecap Investments, LLC
Mason, OH |
Apr 15, 2025 Q1 2025 |
309
shares
|
$246,996
0.22% of portfolio
|
Q1 2025
Reduced 14.88%
|
|
|
Lutz Financial Services LLC
|
May 07, 2025 Q1 2025 |
308
shares
|
$246,196
0.02% of portfolio
|
Q1 2025
Reduced 1.91%
|
|
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
Apr 23, 2025 Q1 2025 |
307
shares
|
$245,397
0.29% of portfolio
|
Q4 2024
New holding
|
|
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
May 15, 2025 Q1 2025 |
307
shares
|
$245,397
0.18% of portfolio
|
Q1 2025
Added 25.82%
|
|
|
Templeton & Phillips Capital Management, LLC
Lookout Mountain, TN |
May 06, 2025 Q1 2025 |
306
shares
|
$244,598
0.18% of portfolio
|
Q1 2024
New holding
|
|
|
Intergy Private Wealth, LLC
|
Apr 11, 2025 Q1 2025 |
305
shares
|
$243,798
0.1% of portfolio
|
Q1 2025
New holding
|
|
|
Atom Investors LP
Austin, TX |
May 15, 2025 Q1 2025 |
305
shares
|
$243,798
0.03% of portfolio
|
Q1 2025
Added 0.33%
|
|
|
Sk Wealth Management, LLC
Providence, RI |
Jul 10, 2025 Q2 2025 |
305
shares
|
$243,798
0.1% of portfolio
|
Q2 2025
Added 2.01%
|
|
|
Pacifica Partners Inc.
|
Jul 14, 2025 Q2 2025 |
304
shares
|
$242,999
0.1% of portfolio
|
Q1 2025
Added 3.05%
|
|
|
Sterneck Capital Management, LLC
Kansas City, MO |
Apr 08, 2025 Q1 2025 |
304
shares
|
$242,999
0.14% of portfolio
|
Q1 2025
Reduced 3.8%
|
|
|
Haven Capital Group, Inc.
Camarillo, CA |
May 15, 2025 Q1 2025 |
304
shares
|
$242,999
0.28% of portfolio
|
Q1 2025
New holding
|
|
|
Front Row Advisors LLC
Tiburon, CA |
May 15, 2025 Q1 2025 |
303
shares
|
$242,200
0.1% of portfolio
|
Q3 2024
Reduced 76.07%
|