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 4,336 institutions that hold shares in the stock, with a total of 759 Million shares, which have been reported (via 13F filing form) to have a value of $672 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Retirement Wealth Solutions LLC
Marshfield, WI |
Apr 08, 2025 Q1 2025 |
149
shares
|
$131,894
0.1% of portfolio
|
Q4 2024
New holding
|
|
|
Graney & King, LLC
Latham, NY |
Feb 11, 2025 Q4 2024 |
145
shares
|
$128,354
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Main Street Group, LTD
Glen Allen, VA |
Feb 14, 2025 Q4 2024 |
142
shares
|
$125,698
0.05% of portfolio
|
Q4 2024
Added 238.1%
|
|
|
Hopwood Financial Services, Inc.
Reston, VA |
Feb 07, 2025 Q4 2024 |
142
shares
|
$125,698
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Emerson Wealth, LLC
|
Aug 03, 2022 Q2 2022 |
141
shares
|
$124,813
0.03% of portfolio
|
Q1 2022
Added 41.0%
|
|
|
Pineridge Advisors LLC
St. Charles, MO |
Apr 30, 2025 Q1 2025 |
141
shares
|
$124,813
0.05% of portfolio
|
Q1 2025
Reduced 88.72%
|
|
|
Swan Capital LLC
Pensacola, FL |
Feb 25, 2025 Q4 2024 |
136
shares
|
$120,387
0.05% of portfolio
|
Q4 2024
Reduced 1.45%
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
Jan 27, 2025 Q4 2024 |
135
shares
|
$119,502
0.04% of portfolio
|
Q4 2024
Reduced 11.76%
|
|
|
Valley Forge Investment Consultants Inc Adv
|
Feb 12, 2025 Q4 2024 |
133
shares
|
$117,731
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Thematics Asset Management
Paris, I0 |
Feb 13, 2025 Q4 2024 |
132
shares
|
$116,846
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
S&T Bank
Indiana, PA |
Feb 14, 2025 Q4 2024 |
131
shares
|
$115,961
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
True Wealth Design, LLC
Akron, OH |
Feb 14, 2025 Q4 2024 |
131
shares
|
$115,961
0.04% of portfolio
|
Q4 2024
Added 12.93%
|
|
|
Proathlete Wealth Management LLC
Boca Raton, FL |
Apr 21, 2025 Q1 2025 |
127
shares
|
$112,420
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Financial Network Wealth Advisors LLC
Murray, UT |
Feb 13, 2025 Q4 2024 |
127
shares
|
$112,420
0.18% of portfolio
|
Q4 2024
Reduced 21.12%
|
|
|
Fsc Wealth Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
125
shares
|
$110,650
0.07% of portfolio
|
Q2 2024
New holding
|
|
|
Fwl Investment Management, LLC
|
Feb 14, 2025 Q4 2024 |
124
shares
|
$109,764
0.03% of portfolio
|
Q2 2024
Reduced 19.48%
|
|
|
Bok Financial Private Wealth, Inc.
Denver, CO |
Feb 07, 2025 Q4 2024 |
124
shares
|
$109,764
0.01% of portfolio
|
Q4 2024
Added 12.73%
|
|
|
Bay Harbor Wealth Management, LLC
|
Jan 27, 2025 Q4 2024 |
122
shares
|
$107,994
0.03% of portfolio
|
Q4 2024
Added 32.61%
|
|
|
Pin Oak Investment Advisors Inc
Houston, TX |
Feb 10, 2025 Q4 2024 |
120
shares
|
$106,224
0.1% of portfolio
|
Q3 2024
Added 22.45%
|
|
|
Wealth Collab, LLC
Bellevue, WA |
Feb 14, 2025 Q4 2024 |
120
shares
|
$106,224
0.06% of portfolio
|
Q4 2024
Added 5.26%
|
|
|
Valued Wealth Advisors LLC
Holladay, UT |
Jan 22, 2025 Q4 2024 |
118
shares
|
$104,453
0.06% of portfolio
|
Q4 2024
Added 0.85%
|
|
|
Activest Wealth Management
|
Jan 28, 2025 Q4 2024 |
114
shares
|
$100,912
0.03% of portfolio
|
Q4 2024
Reduced 1.72%
|
|
|
Planning Capital Management Corp
Paoli, PA |
Nov 06, 2024 Q3 2024 |
112
shares
|
$99,142
0.07% of portfolio
|
Q3 2024
Reduced 70.13%
|
|
|
Morgan Dempsey Capital Management LLC
Menomonee Falls, WI |
Feb 05, 2025 Q4 2024 |
111
shares
|
$98,257
0.03% of portfolio
|
Q3 2024
Added 382.61%
|
|
|
Roxbury Financial LLC
Mount Arlington, NJ |
Apr 09, 2025 Q1 2025 |
110
shares
|
$97,372
0.1% of portfolio
|
Q1 2025
Added 0.92%
|