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 |
|---|---|---|---|---|---|
|
Switch Point Financial Planning, LLC
Lehi, UT |
Aug 01, 2025 Q2 2025 |
307
shares
|
$233,359
0.2% of portfolio
|
Q2 2025
New holding
|
|
|
Templeton & Phillips Capital Management, LLC
Lookout Mountain, TN |
Aug 04, 2025 Q2 2025 |
306
shares
|
$232,599
0.17% of portfolio
|
Q1 2024
New holding
|
|
|
Sk Wealth Management, LLC
Providence, RI |
Jul 10, 2025 Q2 2025 |
305
shares
|
$231,839
0.1% of portfolio
|
Q2 2025
Added 2.01%
|
|
|
Pacifica Partners Inc.
|
Jul 14, 2025 Q2 2025 |
304
shares
|
$231,079
0.1% of portfolio
|
Q1 2025
Added 3.05%
|
|
|
Sterneck Capital Management, LLC
Kansas City, MO |
Jul 16, 2025 Q2 2025 |
304
shares
|
$231,079
0.12% of portfolio
|
Q1 2025
Reduced 3.8%
|
|
|
Ndvr, Inc.
Boston, MA |
Aug 12, 2025 Q2 2025 |
303
shares
|
$230,319
0.22% of portfolio
|
Q2 2025
Reduced 7.62%
|
|
|
Axecap Investments, LLC
Mason, OH |
Jul 30, 2025 Q2 2025 |
303
shares
|
$230,319
0.15% of portfolio
|
Q2 2025
Reduced 1.94%
|
|
|
Haven Capital Group, Inc.
Camarillo, CA |
Aug 14, 2025 Q2 2025 |
303
shares
|
$230,319
0.21% of portfolio
|
Q2 2025
Reduced 0.33%
|
|
|
Single Point Partners, LLC
|
Jul 21, 2025 Q2 2025 |
302
shares
|
$229,559
0.05% of portfolio
|
Q1 2025
Reduced 7.36%
|
|
|
Advance Capital Management, Inc.
Southfield, MI |
Jul 08, 2025 Q2 2025 |
302
shares
|
$229,559
0.01% of portfolio
|
Q2 2025
Reduced 8.21%
|
|
|
America First Investment Advisors, LLC
|
Aug 11, 2025 Q2 2025 |
301
shares
|
$228,799
0.05% of portfolio
|
Q1 2023
New holding
|
|
|
Conrad Siegel Investment Advisors, Inc.
|
Jul 14, 2025 Q2 2025 |
301
shares
|
$228,799
0.05% of portfolio
|
Q2 2025
Reduced 8.51%
|
|
|
First Personal Financial Services
|
Nov 01, 2024 Q3 2024 |
301
shares
|
$228,799
0.06% of portfolio
|
Q3 2024
Added 24.9%
|
|
|
Threadgill Financial, LLC
|
Jul 09, 2025 Q2 2025 |
300
shares
|
$228,039
0.13% of portfolio
|
Q4 2024
Reduced 25.0%
|
|
|
Crescent Grove Advisors, LLC
|
Aug 13, 2025 Q2 2025 |
300
shares
|
$228,039
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Columbus Macro, LLC
|
Jul 23, 2025 Q2 2025 |
300
shares
|
$228,039
0.03% of portfolio
|
Q1 2024
Reduced 23.86%
|
|
|
Noesis Capital Mangement Corp
|
Aug 04, 2025 Q2 2025 |
300
shares
|
$228,039
0.04% of portfolio
|
Q2 2025
Reduced 26.65%
|
|
|
Miramar Capital, LLC
|
Aug 13, 2025 Q2 2025 |
300
shares
|
$228,039
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Mawer Investment Management Ltd.
Calgary, A0 |
Aug 07, 2025 Q2 2025 |
300
shares
|
$228,039
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
Jul 16, 2025 Q2 2025 |
300
shares
|
$228,039
0.16% of portfolio
|
Q3 2024
Reduced 14.29%
|
|
|
Knott David M Jr
Syosset, NY |
Aug 11, 2025 Q2 2025 |
300
shares
|
$228,039
0.15% of portfolio
|
Q4 2021
New holding
|
|
|
All Terrain Financial Advisors, LLC
Coon Rapids, MN |
Aug 12, 2025 Q2 2025 |
300
shares
|
$228,039
0.09% of portfolio
|
Q2 2024
New holding
|
|
|
Auour Investments LLC
Wenham, MA |
Jul 31, 2025 Q2 2025 |
300
shares
|
$228,039
0.08% of portfolio
|
Q1 2024
New holding
|
|
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
Apr 09, 2024 Q4 2023 |
300
shares
|
$228,039
0.16% of portfolio
|
Q4 2023
Added 19.52%
|
|
|
Hrc Wealth Management, LLC
Moscow, ID |
Jul 22, 2025 Q2 2025 |
300
shares
|
$228,039
0.12% of portfolio
|
Q1 2024
New holding
|