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 |
|---|---|---|---|---|---|
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
Jul 11, 2025 Q2 2025 |
284
shares
|
$227,012
0.1% of portfolio
|
Q2 2025
Added 259.49%
|
|
|
Whalen Wealth Management Inc.
Las Vegas, NV |
Apr 22, 2025 Q1 2025 |
284
shares
|
$227,012
0.16% of portfolio
|
Q1 2025
Reduced 72.27%
|
|
|
Nat West Group PLC
|
May 14, 2025 Q1 2025 |
283
shares
|
$226,213
0.07% of portfolio
|
Q4 2024
Reduced 98.01%
|
|
|
Elite Life Management LLC
Erie, PA |
Apr 24, 2025 Q1 2025 |
283
shares
|
$226,213
0.73% of portfolio
|
Q1 2025
New holding
|
|
|
Veridan Wealth LLC
West Linn, OR |
Apr 22, 2025 Q1 2025 |
283
shares
|
$226,213
0.11% of portfolio
|
Q2 2024
Added 2.83%
|
|
|
Campbell Deegan Wealth Management, LLC
Richmond, VA |
May 12, 2025 Q1 2025 |
283
shares
|
$226,213
0.27% of portfolio
|
Q1 2025
Reduced 1.74%
|
|
|
Baring Financial LLC
Bellingham, WA |
Jul 14, 2025 Q2 2025 |
282
shares
|
$225,413
0.16% of portfolio
|
Q2 2025
Reduced 5.69%
|
|
|
Variant Private Wealth, LLC
Tysons, VA |
Apr 17, 2025 Q1 2025 |
282
shares
|
$225,413
0.25% of portfolio
|
Q4 2024
New holding
|
|
|
Life Goal Wealth Advisors
Saratoga Springs, NY |
Apr 21, 2025 Q1 2025 |
281
shares
|
$224,614
0.25% of portfolio
|
Q4 2024
New holding
|
|
|
Ellenbecker Investment Group
|
Apr 15, 2025 Q1 2025 |
280
shares
|
$223,815
0.04% of portfolio
|
Q1 2025
Reduced 2.78%
|
|
|
Trinity Legacy Partners, LLC
|
May 14, 2025 Q1 2025 |
280
shares
|
$223,815
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Long Run Wealth Advisors, LLC
|
Apr 10, 2025 Q1 2025 |
280
shares
|
$223,815
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Rtd Financial Advisors, Inc.
|
Apr 16, 2025 Q1 2025 |
280
shares
|
$223,815
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Gen Wealth Group, Inc.
|
Apr 10, 2025 Q1 2025 |
280
shares
|
$223,815
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Theory Financial LLC
Fort Collins, CO |
May 02, 2025 Q1 2025 |
280
shares
|
$223,815
0.1% of portfolio
|
Q1 2025
New holding
|
|
|
Austin Wealth Management, LLC
Austin, TX |
Apr 30, 2025 Q1 2025 |
280
shares
|
$223,815
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Ims Capital Management
|
Jan 29, 2025 Q4 2024 |
279
shares
|
$223,015
0.1% of portfolio
|
Q1 2024
New holding
|
|
|
Pflug Koory, LLC
|
Apr 17, 2025 Q1 2025 |
279
shares
|
$223,015
0.13% of portfolio
|
Q1 2025
Reduced 5.74%
|
|
|
Legacy Wealth Management, LLC / Ms
Ridgeland, MS |
Jul 01, 2025 Q2 2025 |
278
shares
|
$222,216
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Clarity Wealth Advisors, LLC
|
Apr 30, 2025 Q1 2025 |
277
shares
|
$221,417
0.06% of portfolio
|
Q1 2025
Reduced 11.22%
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Feb 12, 2025 Q4 2024 |
277
shares
|
$221,417
0.02% of portfolio
|
Q4 2024
Reduced 22.84%
|
|
|
Balanced Rock Investment Advisor
Roslindale, MA |
May 12, 2025 Q1 2025 |
277
shares
|
$221,417
0.18% of portfolio
|
Q1 2025
Reduced 5.46%
|
|
|
Bernardo Wealth Planning LLC
|
Apr 30, 2025 Q1 2025 |
276
shares
|
$220,617
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Fidato Wealth LLC
|
May 13, 2025 Q1 2025 |
276
shares
|
$220,617
0.17% of portfolio
|
Q1 2025
Added 4.15%
|
|
|
Objectivity Squared, LLC
Charleston, SC |
Apr 14, 2025 Q1 2025 |
276
shares
|
$220,617
0.21% of portfolio
|
Q1 2024
New holding
|