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 |
|---|---|---|---|---|---|
|
R Squared LTD
Central, K3 |
Jan 22, 2025 Q4 2024 |
290
shares
|
$260,695
0.22% of portfolio
|
Q4 2024
New holding
|
|
|
Perissos Private Wealth Management, LLC
Bethany, OK |
Apr 25, 2025 Q1 2025 |
288
shares
|
$258,897
0.22% of portfolio
|
Q4 2024
Reduced 36.28%
|
|
|
Hughes Financial Services, LLC
Herndon, VA |
Feb 10, 2025 Q4 2024 |
288
shares
|
$258,897
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Peak Retirement Planning, Inc.
Columbus, OH |
Feb 20, 2025 Q4 2024 |
288
shares
|
$258,897
0.15% of portfolio
|
Q4 2024
New holding
|
|
|
Campbell Deegan Wealth Management, LLC
Richmond, VA |
Mar 11, 2025 Q4 2024 |
288
shares
|
$258,897
0.27% of portfolio
|
Q4 2024
New holding
|
|
|
Holistic Planning, LLC
Nacogdoches, TX |
Apr 23, 2025 Q1 2025 |
287
shares
|
$257,998
0.08% of portfolio
|
Q1 2025
New holding
|
|
|
Monograph Wealth Advisors, LLC
|
Feb 14, 2025 Q4 2024 |
286
shares
|
$257,099
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Puff Wealth Management, LLC
Haddonfield, NJ |
Apr 16, 2025 Q1 2025 |
286
shares
|
$257,099
0.22% of portfolio
|
Q1 2025
New holding
|
|
|
Shikiar Asset Management Inc
|
Apr 17, 2025 Q1 2025 |
284
shares
|
$255,301
0.07% of portfolio
|
Q1 2025
Added 1.43%
|
|
|
Sovereign Investment Advisors, LLC
|
Feb 10, 2025 Q4 2024 |
284
shares
|
$255,301
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Fsa Wealth Management LLC
Needham, MA |
Feb 14, 2025 Q4 2024 |
284
shares
|
$255,301
0.09% of portfolio
|
Q4 2024
Reduced 16.47%
|
|
|
Whalen Wealth Management Inc.
Las Vegas, NV |
Apr 22, 2025 Q1 2025 |
284
shares
|
$255,301
0.16% of portfolio
|
Q1 2025
Reduced 72.27%
|
|
|
Nat West Group PLC
|
Jan 28, 2025 Q4 2024 |
283
shares
|
$254,402
0.06% of portfolio
|
Q4 2024
Reduced 98.01%
|
|
|
Elite Life Management LLC
Erie, PA |
Apr 24, 2025 Q1 2025 |
283
shares
|
$254,402
0.73% of portfolio
|
Q1 2025
New holding
|
|
|
Veridan Wealth LLC
West Linn, OR |
Apr 22, 2025 Q1 2025 |
283
shares
|
$254,402
0.11% of portfolio
|
Q1 2025
Added 2.17%
|
|
|
Variant Private Wealth, LLC
Tysons, VA |
Apr 17, 2025 Q1 2025 |
282
shares
|
$253,503
0.25% of portfolio
|
Q4 2024
New holding
|
|
|
Lincoln Capital Corp
|
Apr 25, 2025 Q1 2025 |
281
shares
|
$252,604
0.1% of portfolio
|
Q1 2025
Added 8.08%
|
|
|
Life Goal Wealth Advisors
Saratoga Springs, NY |
Apr 21, 2025 Q1 2025 |
281
shares
|
$252,604
0.25% of portfolio
|
Q4 2024
New holding
|
|
|
Ellenbecker Investment Group
|
Apr 15, 2025 Q1 2025 |
280
shares
|
$251,706
0.04% of portfolio
|
Q1 2025
Reduced 2.78%
|
|
|
Long Run Wealth Advisors, LLC
|
Apr 10, 2025 Q1 2025 |
280
shares
|
$251,706
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Rtd Financial Advisors, Inc.
|
Apr 16, 2025 Q1 2025 |
280
shares
|
$251,706
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Gen Wealth Group, Inc.
|
Apr 10, 2025 Q1 2025 |
280
shares
|
$251,706
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Ims Capital Management
|
Jan 29, 2025 Q4 2024 |
279
shares
|
$250,807
0.1% of portfolio
|
Q1 2024
New holding
|
|
|
Pflug Koory, LLC
|
Apr 17, 2025 Q1 2025 |
279
shares
|
$250,807
0.13% of portfolio
|
Q1 2025
Reduced 5.74%
|
|
|
Camarda Financial Advisors, LLC
Fleming Island, FL |
Feb 14, 2025 Q4 2024 |
279
shares
|
$250,807
0.09% of portfolio
|
Q4 2024
Reduced 17.7%
|