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 |
|---|---|---|---|---|---|
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
Aug 08, 2025 Q2 2025 |
266
shares
|
$202,194
0.07% of portfolio
|
Q2 2025
Added 2.7%
|
|
|
Sage Investment Advisers LLC
Poughkeepsie, NY |
Nov 04, 2024 Q3 2024 |
266
shares
|
$202,194
0.25% of portfolio
|
Q2 2024
Reduced 32.66%
|
|
|
Fortress Financial Group, LLC
Rochester, MN |
Aug 14, 2025 Q2 2025 |
266
shares
|
$202,194
0.18% of portfolio
|
Q2 2025
New holding
|
|
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
Aug 04, 2025 Q2 2025 |
265
shares
|
$201,434
0.04% of portfolio
|
Q2 2025
Reduced 69.19%
|
|
|
Artemis Wealth Advisors, LLC
|
Aug 05, 2025 Q2 2025 |
264
shares
|
$200,674
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Sierra Capital LLC
|
Aug 11, 2025 Q2 2025 |
264
shares
|
$200,674
0.02% of portfolio
|
Q2 2025
Added 6.88%
|
|
|
Nicollet Investment Management, Inc.
Minneapolis, MN |
Aug 07, 2025 Q2 2025 |
264
shares
|
$200,674
0.07% of portfolio
|
Q2 2025
Reduced 65.45%
|
|
|
Phillips Wealth Planners LLC
Starkville, MS |
Jul 11, 2025 Q2 2025 |
264
shares
|
$200,674
0.19% of portfolio
|
Q2 2025
Reduced 4.69%
|
|
|
Ddfg, Inc
Thousand Oaks, CA |
Aug 06, 2025 Q2 2025 |
264
shares
|
$200,674
0.05% of portfolio
|
Q1 2024
New holding
|
|
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
Aug 13, 2025 Q2 2025 |
263
shares
|
$199,914
0.06% of portfolio
|
Q2 2025
Reduced 14.89%
|
|
|
Eq Wealth Advisors, LLC
Dallas, TX |
Jul 28, 2025 Q2 2025 |
263
shares
|
$199,914
0.14% of portfolio
|
Q4 2024
New holding
|
|
|
Primoris Wealth Advisors, LLC
|
Jul 29, 2025 Q2 2025 |
261
shares
|
$198,393
0.15% of portfolio
|
Q2 2025
New holding
|
|
|
Total Investment Management Inc
Scottsdale, AZ |
Aug 29, 2025 Q2 2025 |
261
shares
|
$198,393
0.04% of portfolio
|
Q2 2025
Added 4.82%
|
|
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
Jul 16, 2025 Q2 2025 |
261
shares
|
$198,393
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
Aug 13, 2025 Q2 2025 |
261
shares
|
$198,393
0.0% of portfolio
|
Q2 2025
Reduced 99.73%
|
|
|
Legacy Financial Group, Inc.
Tulsa, OK |
Aug 12, 2025 Q2 2025 |
261
shares
|
$198,393
0.06% of portfolio
|
Q2 2025
Reduced 30.59%
|
|
|
Life Goal Wealth Advisors
Saratoga Springs, NY |
Jul 17, 2025 Q2 2025 |
261
shares
|
$198,393
0.19% of portfolio
|
Q2 2025
Reduced 7.12%
|
|
|
Hickory Point Bank & Trust
Decatur, IL |
Jul 08, 2025 Q2 2025 |
261
shares
|
$198,393
0.16% of portfolio
|
Q2 2025
Added 1.95%
|
|
|
Bravias Capital Group, LLC
Iselin, NJ |
Aug 12, 2025 Q2 2025 |
261
shares
|
$198,393
0.15% of portfolio
|
Q2 2025
Added 3.98%
|
|
|
Rtd Financial Advisors, Inc.
|
Jul 15, 2025 Q2 2025 |
260
shares
|
$197,633
0.03% of portfolio
|
Q2 2025
Reduced 7.14%
|
|
|
Signal Tree Financial Partners LLC
Copley, OH |
Jul 15, 2025 Q2 2025 |
260
shares
|
$197,633
0.17% of portfolio
|
Q2 2025
New holding
|
|
|
Clay Northam Wealth Management, LLC
|
Jul 16, 2025 Q2 2025 |
258
shares
|
$196,113
0.13% of portfolio
|
Q2 2025
Added 6.17%
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
258
shares
|
$196,113
0.04% of portfolio
|
Q3 2023
Reduced 8.51%
|
|
|
Strategic Point Investment Advisors, LLC
Providence, RI |
Jul 25, 2025 Q2 2025 |
258
shares
|
$196,113
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
O'Connor Financial Group LLC
Quincy, IL |
Jul 07, 2025 Q2 2025 |
258
shares
|
$196,113
0.09% of portfolio
|
Q2 2025
New holding
|