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 |
|---|---|---|---|---|---|
|
Swan Global Investments, LLC
Durango, CO |
Feb 11, 2025 Q4 2024 |
278
shares
|
$249,908
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Legacy Wealth Management, LLC / Ms
Ridgeland, MS |
Apr 02, 2025 Q1 2025 |
278
shares
|
$249,908
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Clarity Wealth Advisors, LLC
|
Apr 30, 2025 Q1 2025 |
277
shares
|
$249,009
0.06% of portfolio
|
Q1 2025
Reduced 11.22%
|
|
|
Phillips Wealth Planners LLC
Starkville, MS |
Apr 23, 2025 Q1 2025 |
277
shares
|
$249,009
0.21% of portfolio
|
Q1 2025
Reduced 8.28%
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Feb 12, 2025 Q4 2024 |
277
shares
|
$249,009
0.02% of portfolio
|
Q4 2024
Reduced 22.84%
|
|
|
Custom Index Systems, LLC
New York, NY |
Jan 23, 2025 Q4 2024 |
277
shares
|
$249,009
0.11% of portfolio
|
Q4 2024
Reduced 6.42%
|
|
|
Bernardo Wealth Planning LLC
|
Apr 30, 2025 Q1 2025 |
276
shares
|
$248,110
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Objectivity Squared, LLC
Charleston, SC |
Apr 14, 2025 Q1 2025 |
276
shares
|
$248,110
0.21% of portfolio
|
Q1 2024
New holding
|
|
|
Ade, LLC
|
Jan 16, 2025 Q4 2024 |
275
shares
|
$247,211
0.13% of portfolio
|
Q4 2024
Added 6.18%
|
|
|
Coordinated Financial Services, Inc.
Denver, CO |
Feb 07, 2025 Q4 2024 |
275
shares
|
$247,211
0.17% of portfolio
|
Q4 2024
New holding
|
|
|
David Kennon Inc
Sarasota, FL |
Apr 22, 2025 Q1 2025 |
273
shares
|
$245,413
0.1% of portfolio
|
Q1 2025
New holding
|
|
|
Hobbs Group Advisors, LLC
Columbia, SC |
Feb 12, 2025 Q4 2024 |
272
shares
|
$244,514
0.08% of portfolio
|
Q4 2024
Added 5.02%
|
|
|
Painted Porch Advisors LLC
Santa Barbara, CA |
Oct 22, 2024 Q1 2024 |
272
shares
|
$244,514
0.13% of portfolio
|
Q1 2024
New holding
|
|
|
Sunesis Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
271
shares
|
$243,615
0.13% of portfolio
|
Q1 2024
New holding
|
|
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
Feb 06, 2025 Q4 2024 |
271
shares
|
$243,615
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Dodds Wealth, LLC
Greenwood Village, CO |
Apr 16, 2025 Q1 2025 |
271
shares
|
$243,615
0.07% of portfolio
|
Q1 2024
New holding
|
|
|
Allied Investment Advisors, LLC
|
Apr 08, 2025 Q1 2025 |
270
shares
|
$242,716
0.04% of portfolio
|
Q4 2024
Added 7.14%
|
|
|
Ndwm LLC
La Jolla, CA |
Feb 04, 2025 Q4 2024 |
270
shares
|
$242,716
0.17% of portfolio
|
Q4 2024
Reduced 5.59%
|
|
|
Mason Investment Advisory Services, Inc.
Reston, VA |
Feb 06, 2025 Q4 2024 |
270
shares
|
$242,716
0.01% of portfolio
|
Q4 2024
Added 0.37%
|
|
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
Jan 23, 2025 Q4 2024 |
269
shares
|
$241,817
0.07% of portfolio
|
Q4 2024
Reduced 31.9%
|
|
|
Rocky Mountain Advisers, LLC
|
Jan 29, 2025 Q4 2024 |
267
shares
|
$240,019
0.17% of portfolio
|
Q4 2022
Reduced 38.48%
|
|
|
Matrix Trust CO
|
Apr 10, 2025 Q1 2025 |
267
shares
|
$240,019
0.04% of portfolio
|
Q1 2025
Added 25.94%
|
|
|
Allegiance Financial Group Advisory Services LLC
Vienna, VA |
Feb 04, 2025 Q4 2024 |
267
shares
|
$240,019
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Columbia River Financial Group, LLC
Vancouver, WA |
Apr 29, 2025 Q1 2025 |
267
shares
|
$240,019
0.15% of portfolio
|
Q4 2024
New holding
|
|
|
Hollow Brook Wealth Management LLC
|
Feb 12, 2025 Q4 2024 |
266
shares
|
$239,120
0.06% of portfolio
|
Q4 2024
Reduced 44.58%
|