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 |
|---|---|---|---|---|---|
|
Financial Network Wealth Management LLC
Draper, UT |
Apr 29, 2025 Q1 2025 |
187
shares
|
$147,154
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Roxbury Financial LLC
Mount Arlington, NJ |
Jul 07, 2025 Q2 2025 |
187
shares
|
$147,154
0.14% of portfolio
|
Q2 2025
Added 70.0%
|
|
|
Strid Group, LLC
|
Apr 25, 2025 Q1 2025 |
186
shares
|
$146,367
0.02% of portfolio
|
Q1 2025
Reduced 3.13%
|
|
|
Bruce G. Allen Investments, LLC
Denver, CO |
Jul 09, 2025 Q2 2025 |
182
shares
|
$143,219
0.11% of portfolio
|
Q2 2025
Reduced 13.74%
|
|
|
Pin Oak Investment Advisors Inc
Houston, TX |
May 07, 2025 Q1 2025 |
175
shares
|
$137,711
0.11% of portfolio
|
Q1 2025
Added 45.83%
|
|
|
Proathlete Wealth Management LLC
Boca Raton, FL |
Jul 14, 2025 Q2 2025 |
172
shares
|
$135,350
0.04% of portfolio
|
Q2 2025
Added 35.43%
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
May 16, 2025 Q1 2025 |
170
shares
|
$133,776
0.06% of portfolio
|
Q1 2025
Reduced 11.46%
|
|
|
Sachetta, LLC
Lynnfield, MA |
May 02, 2025 Q1 2025 |
167
shares
|
$131,415
0.06% of portfolio
|
Q1 2025
Reduced 28.02%
|
|
|
Rialto Wealth Management, LLC
Syracuse, NY |
Apr 10, 2025 Q1 2025 |
167
shares
|
$131,415
0.04% of portfolio
|
Q1 2025
Added 7.05%
|
|
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
Apr 25, 2025 Q1 2025 |
165
shares
|
$129,841
0.09% of portfolio
|
Q1 2025
New holding
|
|
|
Dagco, Inc.
|
May 12, 2025 Q1 2025 |
163
shares
|
$128,267
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Mb, Levis & Associates, LLC
Center Valley, PA |
May 07, 2025 Q1 2025 |
162
shares
|
$127,481
0.06% of portfolio
|
Q4 2024
Reduced 2.41%
|
|
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
May 16, 2025 Q1 2025 |
161
shares
|
$126,694
0.04% of portfolio
|
Q3 2024
Reduced 1.23%
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
May 02, 2025 Q1 2025 |
161
shares
|
$126,694
0.05% of portfolio
|
Q1 2025
Added 19.26%
|
|
|
Graney & King, LLC
Latham, NY |
May 14, 2025 Q1 2025 |
158
shares
|
$124,333
0.1% of portfolio
|
Q1 2025
Added 8.97%
|
|
|
Chapman Financial Group, LLC
Kailua, HI |
Feb 14, 2025 Q4 2024 |
156
shares
|
$122,759
0.1% of portfolio
|
Q4 2024
New holding
|
|
|
Lfa Lugano Financial Advisors Sa
|
Apr 28, 2025 Q1 2025 |
154
shares
|
$121,185
0.09% of portfolio
|
Q1 2025
Reduced 10.47%
|
|
|
Align Wealth Management, LLC
Oklahoma City, OK |
Jan 09, 2023 Q4 2022 |
154
shares
|
$121,185
0.04% of portfolio
|
Q4 2022
New holding
|
|
|
Decker Retirement Planning Inc.
Levi, UT |
Apr 24, 2025 Q1 2025 |
154
shares
|
$121,185
0.08% of portfolio
|
Q1 2025
Reduced 37.14%
|
|
|
Ashburton (Jersey) LTD
St Helier, Y9 |
Feb 13, 2025 Q4 2024 |
153
shares
|
$120,398
0.05% of portfolio
|
Q2 2024
Reduced 44.36%
|
|
|
S&T Bank
Indiana, PA |
May 15, 2025 Q1 2025 |
152
shares
|
$119,611
0.04% of portfolio
|
Q1 2025
Added 16.03%
|
|
|
Horizon Bancorp Inc /In/
Michigan City, IN |
Apr 23, 2025 Q1 2025 |
152
shares
|
$119,611
0.07% of portfolio
|
Q4 2024
Reduced 47.22%
|
|
|
Mizuho Securities Co. Ltd.
|
Apr 21, 2025 Q1 2025 |
150
shares
|
$118,038
1.66% of portfolio
|
Q1 2025
Added 1400.0%
|
|
|
Abound Financial, LLC
Granite Bay, CA |
Apr 29, 2025 Q1 2025 |
150
shares
|
$118,038
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Binnacle Investments Inc
Urbandale, IA |
May 13, 2025 Q1 2025 |
150
shares
|
$118,038
0.09% of portfolio
|
Q1 2025
New holding
|