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 |
|---|---|---|---|---|---|
|
Banc First Trust & Investment Management
Oklahoma City, OK |
Jul 01, 2025 Q2 2025 |
329
shares
|
$250,082
0.12% of portfolio
|
Q2 2025
Reduced 18.16%
|
|
|
One Ascent Investment Solutions LLC
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
329
shares
|
$250,082
0.27% of portfolio
|
Q2 2025
Added 33.74%
|
|
|
James Hambro & Partners
|
Jul 17, 2025 Q2 2025 |
328
shares
|
$249,322
0.01% of portfolio
|
Q2 2025
Reduced 3.53%
|
|
|
Wealthcare Capital Partners, LLC
West Chester, PA |
Jul 22, 2025 Q2 2025 |
328
shares
|
$249,322
0.13% of portfolio
|
Q2 2025
New holding
|
|
|
Kirtland Hills Capital Management, LLC
Bratenahl, OH |
Aug 11, 2025 Q2 2025 |
327
shares
|
$248,562
0.13% of portfolio
|
Q1 2025
Added 6.86%
|
|
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
Aug 14, 2025 Q2 2025 |
326
shares
|
$247,802
0.02% of portfolio
|
Q2 2025
Reduced 19.7%
|
|
|
David Katz
Matrix Asset Advisors Inc
|
Aug 13, 2025 Q2 2025 |
325
shares
|
$247,042
0.03% of portfolio
|
Q2 2025
Reduced 4.41%
|
|
|
Courage Miller Partners, LLC
|
Jul 25, 2025 Q2 2025 |
325
shares
|
$247,042
0.08% of portfolio
|
Q1 2025
Reduced 0.61%
|
|
|
Twin Lakes Capital Management, LLC
Redwood Shores, CA |
Jul 31, 2025 Q2 2025 |
325
shares
|
$247,042
0.16% of portfolio
|
Q3 2021
New holding
|
|
|
Quest Partners LLC
New York, NY |
Jul 31, 2025 Q2 2025 |
325
shares
|
$247,042
0.02% of portfolio
|
Q2 2025
Added 18.18%
|
|
|
Whipplewood Advisors, LLC
Littleton, CO |
Jul 31, 2025 Q2 2025 |
325
shares
|
$247,042
0.14% of portfolio
|
Q2 2025
Reduced 5.25%
|
|
|
Act Advisors, Llc.
|
Jul 14, 2025 Q2 2025 |
324
shares
|
$246,282
0.12% of portfolio
|
Q2 2025
Added 4.52%
|
|
|
Atom Investors LP
Austin, TX |
Aug 14, 2025 Q2 2025 |
324
shares
|
$246,282
0.02% of portfolio
|
Q2 2025
Added 6.23%
|
|
|
Coppell Advisory Solutions Corp.
Coppell, TX |
May 15, 2024 Q1 2024 |
324
shares
|
$246,282
0.05% of portfolio
|
Q1 2024
New holding
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
Aug 08, 2025 Q2 2025 |
323
shares
|
$245,521
0.04% of portfolio
|
Q2 2025
Reduced 1.52%
|
|
|
Lutz Financial Services LLC
|
Jul 29, 2025 Q2 2025 |
322
shares
|
$244,761
0.02% of portfolio
|
Q2 2025
Added 4.55%
|
|
|
25 LLC
St. Louis, MO |
Jul 21, 2025 Q2 2025 |
322
shares
|
$244,761
0.09% of portfolio
|
Q2 2025
Reduced 1.23%
|
|
|
Fidelity D & D Bancorp Inc
Dunmore, PA |
Aug 14, 2025 Q2 2025 |
321
shares
|
$244,001
0.15% of portfolio
|
Q4 2024
Reduced 1.23%
|
|
|
Aspen Capital Management, LLC
Boise, ID |
Jul 31, 2025 Q2 2025 |
320
shares
|
$243,241
0.07% of portfolio
|
Q1 2025
New holding
|
|
|
Cornerstone Wealth Advisors, Inc.
|
Jul 17, 2025 Q2 2025 |
318
shares
|
$241,721
0.06% of portfolio
|
Q1 2025
Reduced 4.5%
|
|
|
Erts Wealth Advisors, LLC
|
Aug 08, 2025 Q2 2025 |
318
shares
|
$241,721
0.09% of portfolio
|
Q1 2024
New holding
|
|
|
Paladin Advisory Group, LLC
|
Aug 06, 2025 Q2 2025 |
317
shares
|
$240,961
0.19% of portfolio
|
Q2 2025
Reduced 28.44%
|
|
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
Jul 08, 2025 Q2 2025 |
317
shares
|
$240,961
0.03% of portfolio
|
Q2 2025
Reduced 20.15%
|
|
|
Coulter & Justus Financial Services, LLC
|
May 03, 2024 Q1 2024 |
316
shares
|
$240,201
0.05% of portfolio
|
Q1 2024
Reduced 47.42%
|
|
|
Lorne Steinberg Wealth Management Inc.
Montreal, Quebec, Z4 |
Jul 29, 2025 Q2 2025 |
315
shares
|
$239,440
0.07% of portfolio
|
Q1 2025
Reduced 4.83%
|