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 |
|---|---|---|---|---|---|
|
Beirne Wealth Consulting Services, LLC
|
May 01, 2025 Q1 2025 |
294
shares
|
$235,005
0.09% of portfolio
|
Q1 2024
Reduced 49.83%
|
|
|
Dorchester Wealth Management CO
|
Feb 03, 2025 Q4 2024 |
294
shares
|
$235,005
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
First Purpose Wealth LLC
|
Apr 22, 2024 Q1 2024 |
293
shares
|
$234,206
0.08% of portfolio
|
Q1 2024
New holding
|
|
|
Riversedge Advisors, LLC
|
Jul 09, 2025 Q2 2025 |
293
shares
|
$234,206
0.05% of portfolio
|
Q2 2025
Reduced 21.87%
|
|
|
True Link Financial Advisors, LLC
|
Apr 21, 2025 Q1 2025 |
293
shares
|
$234,206
0.02% of portfolio
|
Q1 2025
Reduced 64.22%
|
|
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
Apr 23, 2025 Q1 2025 |
293
shares
|
$234,206
0.08% of portfolio
|
Q1 2025
Reduced 18.84%
|
|
|
Disciplined Investors, L.L.C.
Waco, TX |
May 12, 2025 Q1 2025 |
293
shares
|
$234,206
0.22% of portfolio
|
Q1 2025
Added 13.13%
|
|
|
Lountzis Asset Management, LLC
Wyomissing, PA |
Apr 30, 2025 Q1 2025 |
292
shares
|
$233,407
0.09% of portfolio
|
Q1 2025
New holding
|
|
|
Life Steps Financial, Inc.
|
Apr 23, 2025 Q1 2025 |
291
shares
|
$232,607
0.2% of portfolio
|
Q1 2025
Reduced 16.62%
|
|
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
Jul 14, 2025 Q2 2025 |
291
shares
|
$232,607
0.05% of portfolio
|
Q2 2025
Reduced 20.49%
|
|
|
Brio Consultants, LLC
|
Jul 07, 2025 Q1 2025 |
289
shares
|
$231,009
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Agp Franklin, LLC
Franklin, TN |
May 07, 2025 Q1 2025 |
289
shares
|
$231,009
0.13% of portfolio
|
Q1 2025
Reduced 14.5%
|
|
|
Notis Mc Conarty Edward
|
May 06, 2025 Q1 2025 |
288
shares
|
$230,209
0.12% of portfolio
|
Q1 2025
New holding
|
|
|
Perissos Private Wealth Management, LLC
Bethany, OK |
Apr 25, 2025 Q1 2025 |
288
shares
|
$230,209
0.22% of portfolio
|
Q4 2024
Reduced 36.28%
|
|
|
Peak Retirement Planning, Inc.
Columbus, OH |
Feb 20, 2025 Q4 2024 |
288
shares
|
$230,209
0.15% of portfolio
|
Q4 2024
New holding
|
|
|
First Community Trust Na
|
Jul 07, 2025 Q2 2025 |
287
shares
|
$229,410
0.18% of portfolio
|
Q2 2025
Added 9.13%
|
|
|
Holistic Planning, LLC
Nacogdoches, TX |
Apr 23, 2025 Q1 2025 |
287
shares
|
$229,410
0.08% of portfolio
|
Q1 2025
New holding
|
|
|
New Capital Management LP
|
Jul 07, 2025 Q2 2025 |
286
shares
|
$228,611
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
Iq Eq Fund Management (Ireland) LTD
|
May 09, 2025 Q1 2025 |
286
shares
|
$228,611
0.03% of portfolio
|
Q1 2025
Reduced 6.23%
|
|
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
May 06, 2025 Q1 2025 |
286
shares
|
$228,611
0.08% of portfolio
|
Q1 2025
Added 6.32%
|
|
|
Puff Wealth Management, LLC
Haddonfield, NJ |
Apr 16, 2025 Q1 2025 |
286
shares
|
$228,611
0.22% of portfolio
|
Q1 2025
New holding
|
|
|
Fortis Capital Management LLC
|
May 09, 2025 Q1 2025 |
285
shares
|
$227,811
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Stonekeep Investments, LLC
Sante Fe, NM |
Jul 10, 2025 Q2 2025 |
285
shares
|
$227,811
0.15% of portfolio
|
Q2 2025
Reduced 5.32%
|
|
|
Shikiar Asset Management Inc
|
Apr 17, 2025 Q1 2025 |
284
shares
|
$227,012
0.07% of portfolio
|
Q1 2025
Added 1.43%
|
|
|
Fulcrum Equity Management
|
May 01, 2025 Q1 2025 |
284
shares
|
$227,012
0.26% of portfolio
|
Q1 2025
Reduced 13.94%
|