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 |
|---|---|---|---|---|---|
|
Coordinated Financial Services, Inc./Co
Denver, CO |
May 16, 2025 Q1 2025 |
300
shares
|
$228,039
0.19% of portfolio
|
Q1 2025
Added 0.67%
|
|
|
Blue Rock Wealth Management LLC
Winston Salem, NC |
May 20, 2025 Q1 2025 |
300
shares
|
$228,039
0.21% of portfolio
|
Q4 2024
New holding
|
|
|
Adamsbrown Wealth Consultants LLC
|
Jul 08, 2025 Q2 2025 |
299
shares
|
$227,278
0.07% of portfolio
|
Q2 2025
Added 1.36%
|
|
|
Granite Group Advisors, LLC
Stamford, CT |
Jul 28, 2025 Q2 2025 |
299
shares
|
$227,278
0.14% of portfolio
|
Q2 2025
Reduced 23.14%
|
|
|
First Pacific Financial
|
Jul 18, 2025 Q2 2025 |
297
shares
|
$225,758
0.04% of portfolio
|
Q2 2025
Added 57.14%
|
|
|
Fsa Wealth Management LLC
Needham, MA |
Aug 11, 2025 Q2 2025 |
297
shares
|
$225,758
0.08% of portfolio
|
Q1 2025
Added 4.58%
|
|
|
Whalen Wealth Management Inc.
Las Vegas, NV |
Aug 04, 2025 Q2 2025 |
297
shares
|
$225,758
0.15% of portfolio
|
Q2 2025
Added 4.58%
|
|
|
Intergy Private Wealth, LLC
|
Jul 23, 2025 Q2 2025 |
296
shares
|
$224,998
0.08% of portfolio
|
Q2 2025
Reduced 2.95%
|
|
|
Hfg Advisors, Inc.
|
Aug 05, 2025 Q2 2025 |
296
shares
|
$224,998
0.19% of portfolio
|
Q4 2024
Reduced 17.55%
|
|
|
Outlook Wealth Advisors, LLC
|
Aug 11, 2025 Q2 2025 |
296
shares
|
$224,998
0.07% of portfolio
|
Q2 2025
Reduced 7.21%
|
|
|
Strata Wealth Advisors, LLC
Dallas, TX |
Jul 30, 2025 Q2 2025 |
296
shares
|
$224,998
0.06% of portfolio
|
Q2 2025
Reduced 27.98%
|
|
|
Jacksonville Wealth Management, LLC
Jacksonville, FL |
Aug 08, 2025 Q2 2025 |
296
shares
|
$224,998
0.19% of portfolio
|
Q2 2025
New holding
|
|
|
Lafayette Investments, Inc.
|
Jul 30, 2025 Q2 2025 |
295
shares
|
$224,238
0.05% of portfolio
|
Q1 2025
Added 9.26%
|
|
|
Beirne Wealth Consulting Services, LLC
|
Aug 01, 2025 Q2 2025 |
294
shares
|
$223,478
0.07% of portfolio
|
Q1 2024
Reduced 49.83%
|
|
|
Dorchester Wealth Management CO
|
Feb 03, 2025 Q4 2024 |
294
shares
|
$223,478
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Altus Wealth Group LLC
Colorado Springs, CO |
Jul 29, 2025 Q2 2025 |
294
shares
|
$223,478
0.1% of portfolio
|
Q2 2025
Reduced 16.48%
|
|
|
Precedent Wealth Partners, LLC
Houston, TX |
Jul 21, 2025 Q2 2025 |
294
shares
|
$223,478
0.06% of portfolio
|
Q2 2025
Added 15.29%
|
|
|
First Purpose Wealth LLC
|
Apr 22, 2024 Q1 2024 |
293
shares
|
$222,718
0.08% of portfolio
|
Q1 2024
New holding
|
|
|
Riversedge Advisors, LLC
|
Jul 09, 2025 Q2 2025 |
293
shares
|
$222,718
0.05% of portfolio
|
Q2 2025
Reduced 21.87%
|
|
|
Bernardo Wealth Planning LLC
|
Aug 13, 2025 Q2 2025 |
293
shares
|
$222,718
0.05% of portfolio
|
Q2 2025
Added 6.16%
|
|
|
Sylvest Advisors, LLC
Dallas, TX |
Jul 15, 2025 Q2 2025 |
293
shares
|
$222,718
0.13% of portfolio
|
Q2 2025
New holding
|
|
|
Lountzis Asset Management, LLC
Wyomissing, PA |
Jul 31, 2025 Q2 2025 |
292
shares
|
$221,957
0.08% of portfolio
|
Q1 2025
New holding
|
|
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
Jul 14, 2025 Q2 2025 |
291
shares
|
$221,197
0.05% of portfolio
|
Q2 2025
Reduced 20.49%
|
|
|
Coordinated Financial Services, Inc.
Denver, CO |
Jul 24, 2025 Q2 2025 |
291
shares
|
$221,197
0.16% of portfolio
|
Q2 2025
Added 5.82%
|
|
|
Front Row Advisors LLC
Tiburon, CA |
Aug 15, 2025 Q2 2025 |
289
shares
|
$219,677
0.08% of portfolio
|
Q2 2025
Reduced 4.62%
|