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 |
|---|---|---|---|---|---|
|
Hughes Financial Services, LLC
Herndon, VA |
Aug 07, 2025 Q2 2025 |
315
shares
|
$239,440
0.04% of portfolio
|
Q2 2025
Reduced 2.48%
|
|
|
Helen Stephens Group, LLC
|
Jul 02, 2025 Q2 2025 |
314
shares
|
$238,680
0.06% of portfolio
|
Q4 2024
Reduced 19.49%
|
|
|
Amj Financial Wealth Management
Leesburg, VA |
Aug 13, 2025 Q2 2025 |
314
shares
|
$238,680
0.06% of portfolio
|
Q1 2025
Reduced 2.18%
|
|
|
Aj Advisors, LLC
Nashville, TN |
Aug 08, 2025 Q2 2025 |
314
shares
|
$238,680
0.11% of portfolio
|
Q2 2025
Reduced 0.63%
|
|
|
Biltmore Wealth Management, LLC
|
Jul 09, 2025 Q2 2025 |
313
shares
|
$237,920
0.1% of portfolio
|
Q2 2025
Added 0.32%
|
|
|
X Square Capital, LLC
|
Aug 05, 2025 Q2 2025 |
313
shares
|
$237,920
0.09% of portfolio
|
Q2 2025
Added 0.64%
|
|
|
Berkshire Money Management, Inc.
|
Jul 22, 2025 Q2 2025 |
312
shares
|
$237,160
0.03% of portfolio
|
Q2 2025
Added 0.65%
|
|
|
Wiser Wealth Management, Inc
|
Jul 18, 2025 Q2 2025 |
312
shares
|
$237,160
0.06% of portfolio
|
Q2 2025
Reduced 1.27%
|
|
|
Joule Financial, LLC
|
Jul 22, 2025 Q2 2025 |
312
shares
|
$237,160
0.08% of portfolio
|
Q1 2025
Added 8.33%
|
|
|
Mraz, Amerine & Associates, Inc.
|
Jul 22, 2025 Q2 2025 |
312
shares
|
$237,160
0.04% of portfolio
|
Q3 2024
Reduced 16.03%
|
|
|
Western Financial Corp/Ca
San Diego, CA |
Jul 16, 2025 Q2 2025 |
311
shares
|
$236,400
0.13% of portfolio
|
Q2 2025
Reduced 77.51%
|
|
|
Kera Capital Partners, Inc.
Sacramento, CA |
Jul 01, 2025 Q2 2025 |
311
shares
|
$236,400
0.05% of portfolio
|
Q2 2025
Added 3.67%
|
|
|
Veery Capital, LLC
|
Jul 07, 2025 Q2 2025 |
310
shares
|
$235,640
0.08% of portfolio
|
Q2 2025
Reduced 2.52%
|
|
|
Websterrogers Financial Advisors, LLC
|
Jul 10, 2025 Q2 2025 |
310
shares
|
$235,640
0.08% of portfolio
|
Q1 2025
Reduced 35.95%
|
|
|
Sonata Capital Group Inc
|
Jul 30, 2025 Q2 2025 |
310
shares
|
$235,640
0.1% of portfolio
|
Q2 2025
New holding
|
|
|
Ellenbecker Investment Group
|
Jul 22, 2025 Q2 2025 |
309
shares
|
$234,880
0.04% of portfolio
|
Q2 2025
Added 10.36%
|
|
|
Shanker Valleau Wealth Advisors, Inc.
|
Jul 08, 2025 Q2 2025 |
309
shares
|
$234,880
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Evolution Wealth Advisors, LLC
|
Aug 08, 2025 Q2 2025 |
309
shares
|
$234,880
0.04% of portfolio
|
Q2 2025
Added 3.34%
|
|
|
Capstone Capital Wealth Advisors
Henderson, NV |
Jul 15, 2025 Q2 2025 |
309
shares
|
$234,880
0.17% of portfolio
|
Q2 2025
Reduced 0.96%
|
|
|
Warburton Capital Management, LLC
Tulsa, OK |
Jul 30, 2025 Q2 2025 |
309
shares
|
$234,880
0.14% of portfolio
|
Q2 2025
Added 26.64%
|
|
|
Clarity Wealth Advisors, LLC
|
Aug 07, 2025 Q2 2025 |
308
shares
|
$234,120
0.06% of portfolio
|
Q2 2025
Added 11.19%
|
|
|
Mbb Public Markets I LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
307
shares
|
$233,359
0.02% of portfolio
|
Q2 2025
Reduced 18.35%
|
|
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
Aug 11, 2025 Q2 2025 |
307
shares
|
$233,359
0.03% of portfolio
|
Q2 2025
Reduced 6.12%
|
|
|
Life Plan Investment Advisors, Inc.
Raleigh, NC |
Aug 14, 2025 Q2 2025 |
307
shares
|
$233,359
0.12% of portfolio
|
Q2 2025
Reduced 1.6%
|
|
|
Wealth Advisors Northwest LLC
Portland, OR |
Jul 23, 2025 Q2 2025 |
307
shares
|
$233,359
0.13% of portfolio
|
Q2 2025
New holding
|