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 4,393 institutions that hold shares in the stock, with a total of 823 Million shares, which have been reported (via 13F filing form) to have a value of $647 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Warburton Capital Management, LLC
Tulsa, OK |
May 09, 2025 Q1 2025 |
244
shares
|
$192,008
0.15% of portfolio
|
Q1 2025
New holding
|
|
|
Clay Northam Wealth Management, LLC
|
Apr 24, 2025 Q1 2025 |
243
shares
|
$191,221
0.14% of portfolio
|
Q1 2025
New holding
|
|
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
Feb 26, 2025 Q4 2024 |
234
shares
|
$184,139
0.03% of portfolio
|
Q4 2024
Reduced 12.69%
|
|
|
Activest Wealth Management
|
May 15, 2025 Q1 2025 |
230
shares
|
$180,991
0.05% of portfolio
|
Q1 2025
Added 101.75%
|
|
|
Cranbrook Wealth Management, LLC
|
Apr 11, 2025 Q1 2025 |
230
shares
|
$180,991
0.04% of portfolio
|
Q1 2025
Added 0.88%
|
|
|
North Capital, Inc.
Salt Lake City, UT |
Apr 28, 2025 Q1 2025 |
230
shares
|
$180,991
0.18% of portfolio
|
Q1 2025
New holding
|
|
|
1620 Investment Advisors, Inc.
Plymouth, MA |
May 14, 2025 Q1 2025 |
229
shares
|
$180,204
0.15% of portfolio
|
Q1 2025
Reduced 4.98%
|
|
|
Alpha Paradigm Partners, LLC
Chicago, IL |
Feb 13, 2023 Q4 2022 |
221
shares
|
$173,909
0.03% of portfolio
|
Q4 2022
Added 137.63%
|
|
|
Sugarloaf Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
220
shares
|
$173,122
0.04% of portfolio
|
Q1 2024
Reduced 48.6%
|
|
|
Northwest Capital Management Inc
|
May 01, 2025 Q1 2025 |
219
shares
|
$172,335
0.08% of portfolio
|
Q4 2024
Added 9.5%
|
|
|
Kb Financial Partners, LLC
Princeton, NJ |
Nov 15, 2023 Q3 2023 |
219
shares
|
$172,335
0.03% of portfolio
|
Q3 2023
Added 23.73%
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
Apr 22, 2025 Q1 2025 |
216
shares
|
$169,974
0.03% of portfolio
|
Q1 2025
Added 11.34%
|
|
|
Wolverine Asset Management LLC
|
May 12, 2025 Q1 2025 |
216
shares
|
$169,974
0.0% of portfolio
|
Q1 2025
Reduced 64.53%
|
|
|
Bbjs Financial Advisors, LLC
Seattle, WA |
Oct 15, 2024 Q3 2024 |
215
shares
|
$169,187
0.07% of portfolio
|
Q2 2024
New holding
|
|
|
Creekmur Asset Management LLC
Morton, IL |
May 02, 2025 Q1 2025 |
213
shares
|
$167,613
0.04% of portfolio
|
Q1 2025
Reduced 5.33%
|
|
|
Fny Investment Advisers, LLC
|
Apr 17, 2025 Q1 2025 |
210
shares
|
$165,253
0.11% of portfolio
|
Q1 2025
New holding
|
|
|
Financial Network Wealth Advisors LLC
Murray, UT |
May 12, 2025 Q1 2025 |
203
shares
|
$159,744
0.22% of portfolio
|
Q1 2025
Added 59.84%
|
|
|
Corsicana & Co.
|
Oct 14, 2022 Q3 2022 |
200
shares
|
$157,384
0.05% of portfolio
|
Q2 2021
New holding
|
|
|
Ulland Investment Advisors, LLC
|
Apr 15, 2025 Q1 2025 |
200
shares
|
$157,384
0.14% of portfolio
|
Q3 2024
Reduced 6.54%
|
|
|
Db Wealth Management Group, LLC
San Diego, CA |
Jan 09, 2024 Q4 2023 |
200
shares
|
$157,384
0.07% of portfolio
|
Q4 2020
New holding
|
|
|
Kennebec Savings Bank
Augusta, ME |
Apr 14, 2025 Q1 2025 |
200
shares
|
$157,384
0.17% of portfolio
|
Q4 2024
Reduced 8.68%
|
|
|
Abound Wealth Management
Franklin, TN |
Jul 14, 2025 Q2 2025 |
196
shares
|
$154,236
0.04% of portfolio
|
Q2 2025
Added 3.16%
|
|
|
Noble Wealth Management Pbc
Greenwood Village, CO |
Apr 15, 2025 Q1 2025 |
196
shares
|
$154,236
0.14% of portfolio
|
Q4 2024
New holding
|
|
|
First Pacific Financial
|
Apr 23, 2025 Q1 2025 |
189
shares
|
$148,727
0.04% of portfolio
|
Q1 2025
Added 28.57%
|
|
|
Old Point Trust & Financial Services N A
|
May 13, 2025 Q1 2025 |
188
shares
|
$147,940
0.06% of portfolio
|
Q4 2023
New holding
|