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 |
---|---|---|---|---|---|
Cove Private Wealth, LLC
Oyster Bay Cove, NY |
Jul 16, 2025 Q2 2025 |
289
shares
|
$219,677
0.08% of portfolio
|
Q2 2025
New holding
|
|
Agp Franklin, LLC
Franklin, TN |
Aug 12, 2025 Q2 2025 |
289
shares
|
$219,677
0.12% of portfolio
|
Q1 2025
Reduced 14.5%
|
|
Perissos Private Wealth Management, LLC
Bethany, OK |
Jul 31, 2025 Q2 2025 |
288
shares
|
$218,917
0.18% of portfolio
|
Q4 2024
Reduced 36.28%
|
|
Peak Retirement Planning, Inc.
Columbus, OH |
Feb 20, 2025 Q4 2024 |
288
shares
|
$218,917
0.15% of portfolio
|
Q4 2024
New holding
|
|
First Community Trust Na
|
Jul 07, 2025 Q2 2025 |
287
shares
|
$218,157
0.18% of portfolio
|
Q2 2025
Added 9.13%
|
|
New Capital Management LP
|
Jul 07, 2025 Q2 2025 |
286
shares
|
$217,397
0.07% of portfolio
|
Q2 2025
New holding
|
|
Peak Financial Management, Inc.
|
Jul 23, 2025 Q2 2025 |
286
shares
|
$217,397
0.07% of portfolio
|
Q2 2025
Reduced 10.63%
|
|
Iq Eq Fund Management (Ireland) LTD
|
Aug 01, 2025 Q2 2025 |
286
shares
|
$217,397
0.02% of portfolio
|
Q1 2025
Reduced 6.23%
|
|
Stonekeep Investments, LLC
Sante Fe, NM |
Jul 10, 2025 Q2 2025 |
285
shares
|
$216,637
0.15% of portfolio
|
Q2 2025
Reduced 5.32%
|
|
Shikiar Asset Management Inc
|
Jul 24, 2025 Q2 2025 |
284
shares
|
$215,876
0.06% of portfolio
|
Q1 2025
Added 1.43%
|
|
Atlas Private Wealth Advisors
Matawan, NJ |
Aug 04, 2025 Q2 2025 |
284
shares
|
$215,876
0.03% of portfolio
|
Q2 2025
New holding
|
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
Jul 11, 2025 Q2 2025 |
284
shares
|
$215,876
0.1% of portfolio
|
Q2 2025
Added 259.49%
|
|
Coyle Financial Counsel LLC
Glenview, IL |
Aug 14, 2025 Q2 2025 |
283
shares
|
$215,116
0.06% of portfolio
|
Q2 2025
New holding
|
|
Veridan Wealth LLC
West Linn, OR |
Apr 22, 2025 Q1 2025 |
283
shares
|
$215,116
0.11% of portfolio
|
Q2 2024
Added 2.83%
|
|
Campbell Deegan Wealth Management, LLC
Richmond, VA |
Aug 08, 2025 Q2 2025 |
283
shares
|
$215,116
0.22% of portfolio
|
Q1 2025
Reduced 1.74%
|
|
Davidson Investment Advisors
|
Jul 28, 2025 Q2 2025 |
282
shares
|
$214,356
0.01% of portfolio
|
Q2 2025
New holding
|
|
Citizens & Northern Corp
|
Jul 30, 2025 Q2 2025 |
282
shares
|
$214,356
0.06% of portfolio
|
Q2 2025
Reduced 15.82%
|
|
Cowa, LLC
Tulsa, OK |
Aug 12, 2025 Q2 2025 |
282
shares
|
$214,356
0.08% of portfolio
|
Q2 2025
New holding
|
|
Baring Financial LLC
Bellingham, WA |
Jul 14, 2025 Q2 2025 |
282
shares
|
$214,356
0.16% of portfolio
|
Q2 2025
Reduced 5.69%
|
|
Long Run Wealth Advisors, LLC
|
Aug 06, 2025 Q2 2025 |
281
shares
|
$213,596
0.05% of portfolio
|
Q2 2025
Added 0.36%
|
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
Aug 14, 2025 Q2 2025 |
281
shares
|
$213,596
0.05% of portfolio
|
Q2 2025
Reduced 24.66%
|
|
Clg LLC
Long Beach, CA |
Aug 14, 2025 Q2 2025 |
281
shares
|
$213,596
0.07% of portfolio
|
Q2 2025
Added 12.85%
|
|
Gen Wealth Group, Inc.
|
Jul 16, 2025 Q2 2025 |
280
shares
|
$212,836
0.04% of portfolio
|
Q1 2025
New holding
|
|
Tanager Wealth Management LLP
|
Jul 18, 2025 Q2 2025 |
280
shares
|
$212,836
0.03% of portfolio
|
Q2 2025
Reduced 10.83%
|
|
Pflug Koory, LLC
|
Jul 21, 2025 Q2 2025 |
279
shares
|
$212,076
0.11% of portfolio
|
Q1 2025
Reduced 5.74%
|