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 |
|---|---|---|---|---|---|
|
Ddfg, Inc
Thousand Oaks, CA |
May 13, 2025 Q1 2025 |
264
shares
|
$211,025
0.06% of portfolio
|
Q1 2024
New holding
|
|
|
Fiduciary Wealth Partners, LLC
Newton, MA |
May 08, 2025 Q1 2025 |
264
shares
|
$211,025
0.19% of portfolio
|
Q1 2025
New holding
|
|
|
Fulcrum Capital LLC
|
Apr 08, 2025 Q1 2025 |
263
shares
|
$210,226
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Acima Private Wealth, LLC
Richmond, VA |
May 09, 2025 Q1 2025 |
263
shares
|
$210,226
0.08% of portfolio
|
Q3 2024
Reduced 26.33%
|
|
|
Eq Wealth Advisors, LLC
Dallas, TX |
Apr 22, 2025 Q1 2025 |
263
shares
|
$210,226
0.17% of portfolio
|
Q4 2024
New holding
|
|
|
Mraz, Amerine & Associates, Inc.
|
Apr 30, 2025 Q1 2025 |
262
shares
|
$209,427
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Hickory Point Bank & Trust
Decatur, IL |
Jul 08, 2025 Q2 2025 |
261
shares
|
$208,627
0.16% of portfolio
|
Q2 2025
Added 1.95%
|
|
|
Rtd Financial Advisors, Inc.
|
Jul 15, 2025 Q2 2025 |
260
shares
|
$207,828
0.03% of portfolio
|
Q2 2025
Reduced 7.14%
|
|
|
Compass Capital Management, Inc
|
Apr 17, 2025 Q1 2025 |
260
shares
|
$207,828
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Elite Wealth Management, Inc.
|
May 01, 2025 Q1 2025 |
260
shares
|
$207,828
0.06% of portfolio
|
Q1 2025
Reduced 43.84%
|
|
|
Elevatus Welath Management
Victor, NY |
May 13, 2025 Q1 2025 |
260
shares
|
$207,828
0.12% of portfolio
|
Q1 2025
Reduced 59.63%
|
|
|
Birch Hill Investment Advisors LLC
|
Apr 18, 2025 Q1 2025 |
259
shares
|
$207,029
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Guardian Financial Partners, LLC
|
Apr 22, 2025 Q1 2025 |
259
shares
|
$207,029
0.13% of portfolio
|
Q1 2025
Reduced 27.65%
|
|
|
Kellett Schaffner Wealth Advisors LLC
Cincinnati, OH |
Apr 23, 2025 Q1 2025 |
259
shares
|
$207,029
0.19% of portfolio
|
Q1 2025
New holding
|
|
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
May 08, 2025 Q1 2025 |
259
shares
|
$207,029
0.08% of portfolio
|
Q3 2024
Reduced 40.32%
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
258
shares
|
$206,229
0.04% of portfolio
|
Q3 2023
Reduced 8.51%
|
|
|
Strategic Point Investment Advisors, LLC
Providence, RI |
Apr 21, 2025 Q1 2025 |
258
shares
|
$206,229
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
O'Connor Financial Group LLC
Quincy, IL |
Jul 07, 2025 Q2 2025 |
258
shares
|
$206,229
0.09% of portfolio
|
Q2 2025
New holding
|
|
|
Ackerman Capital Advisors, LLC
|
May 09, 2025 Q1 2025 |
257
shares
|
$205,430
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Woodward Diversified Capital, LLC
|
May 02, 2025 Q1 2025 |
257
shares
|
$205,430
0.16% of portfolio
|
Q1 2025
New holding
|
|
|
Clarity Capital Partners LLC
Newport Beach, CA |
Apr 28, 2025 Q1 2025 |
257
shares
|
$205,430
0.09% of portfolio
|
Q1 2025
Reduced 88.55%
|
|
|
Code Waechter LLC
Tampa, FL |
Apr 30, 2025 Q1 2025 |
257
shares
|
$205,430
0.17% of portfolio
|
Q1 2025
Reduced 10.76%
|
|
|
Schubert & CO
|
May 07, 2025 Q1 2025 |
256
shares
|
$204,631
0.19% of portfolio
|
Q1 2025
New holding
|
|
|
Gunderson Capital Management Inc.
|
Apr 09, 2025 Q1 2025 |
255
shares
|
$203,831
0.14% of portfolio
|
Q1 2025
Reduced 97.93%
|
|
|
Waterfront Wealth Inc.
|
Apr 25, 2025 Q1 2025 |
255
shares
|
$203,831
0.05% of portfolio
|
Q1 2025
New holding
|