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 |
|---|---|---|---|---|---|
|
Morling Financial Advisors, LLC
|
Feb 07, 2025 Q4 2024 |
266
shares
|
$239,120
0.08% of portfolio
|
Q4 2024
Added 4.72%
|
|
|
Sage Investment Advisers LLC
Poughkeepsie, NY |
Nov 04, 2024 Q3 2024 |
266
shares
|
$239,120
0.25% of portfolio
|
Q2 2024
Reduced 32.66%
|
|
|
Gen Wealth Partners Inc
Zeeland, MI |
Feb 14, 2025 Q4 2024 |
266
shares
|
$239,120
0.09% of portfolio
|
Q4 2024
Added 0.76%
|
|
|
Fidato Wealth LLC
|
Feb 14, 2025 Q4 2024 |
265
shares
|
$238,221
0.15% of portfolio
|
Q4 2024
New holding
|
|
|
Nova Point Capital, LLC
|
Apr 28, 2025 Q1 2025 |
265
shares
|
$238,221
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Rinkey Investments
San Diego, CA |
Feb 14, 2025 Q4 2024 |
265
shares
|
$238,221
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Brio Consultants, LLC
|
Jan 24, 2025 Q4 2024 |
264
shares
|
$237,322
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Ddfg, Inc
Thousand Oaks, CA |
Feb 06, 2025 Q4 2024 |
264
shares
|
$237,322
0.06% of portfolio
|
Q1 2024
New holding
|
|
|
First Community Trust Na
|
Apr 08, 2025 Q1 2025 |
263
shares
|
$236,423
0.19% of portfolio
|
Q4 2024
Added 2.33%
|
|
|
Fulcrum Capital LLC
|
Apr 08, 2025 Q1 2025 |
263
shares
|
$236,423
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Goodwin Investment Advisory
Woodstock, GA |
Feb 05, 2025 Q4 2024 |
263
shares
|
$236,423
0.11% of portfolio
|
Q3 2024
Added 5.2%
|
|
|
Acima Private Wealth, LLC
Richmond, VA |
Feb 05, 2025 Q4 2024 |
263
shares
|
$236,423
0.07% of portfolio
|
Q3 2024
Reduced 26.33%
|
|
|
Eq Wealth Advisors, LLC
Dallas, TX |
Apr 22, 2025 Q1 2025 |
263
shares
|
$236,423
0.17% of portfolio
|
Q4 2024
New holding
|
|
|
Wealth Management Nebraska
Norfolk, NE |
Feb 03, 2025 Q4 2024 |
263
shares
|
$236,423
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Mraz, Amerine & Associates, Inc.
|
Apr 30, 2025 Q1 2025 |
262
shares
|
$235,524
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Compass Capital Management, Inc
|
Apr 17, 2025 Q1 2025 |
260
shares
|
$233,727
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Birch Hill Investment Advisors LLC
|
Apr 18, 2025 Q1 2025 |
259
shares
|
$232,828
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Guardian Financial Partners, LLC
|
Apr 22, 2025 Q1 2025 |
259
shares
|
$232,828
0.13% of portfolio
|
Q1 2025
Reduced 27.65%
|
|
|
Kellett Schaffner Wealth Advisors LLC
Cincinnati, OH |
Apr 23, 2025 Q1 2025 |
259
shares
|
$232,828
0.19% of portfolio
|
Q1 2025
New holding
|
|
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
Feb 11, 2025 Q4 2024 |
259
shares
|
$232,828
0.07% of portfolio
|
Q3 2024
Reduced 40.32%
|
|
|
Disciplined Investors, L.L.C.
Waco, TX |
Feb 12, 2025 Q4 2024 |
259
shares
|
$232,828
0.2% of portfolio
|
Q4 2024
New holding
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
258
shares
|
$231,929
0.04% of portfolio
|
Q3 2023
Reduced 8.51%
|
|
|
Strategic Point Investment Advisors, LLC
Providence, RI |
Apr 21, 2025 Q1 2025 |
258
shares
|
$231,929
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Clarity Capital Partners LLC
Newport Beach, CA |
Apr 28, 2025 Q1 2025 |
257
shares
|
$231,030
0.09% of portfolio
|
Q1 2025
Reduced 88.55%
|
|
|
Code Waechter LLC
Tampa, FL |
Apr 30, 2025 Q1 2025 |
257
shares
|
$231,030
0.17% of portfolio
|
Q1 2025
Reduced 10.76%
|