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 |
|---|---|---|---|---|---|
|
Retirement Wealth Solutions LLC
Marshfield, WI |
Jul 07, 2025 Q2 2025 |
149
shares
|
$117,251
0.09% of portfolio
|
Q4 2024
New holding
|
|
|
Fwl Investment Management, LLC
|
May 15, 2025 Q1 2025 |
146
shares
|
$114,890
0.05% of portfolio
|
Q1 2025
Added 17.74%
|
|
|
Flp Wealth Management, LLC
Bentonville, AR |
Jul 14, 2025 Q4 2024 |
145
shares
|
$114,103
0.29% of portfolio
|
Q4 2024
New holding
|
|
|
Main Street Group, LTD
Glen Allen, VA |
May 14, 2025 Q1 2025 |
142
shares
|
$111,742
0.05% of portfolio
|
Q4 2024
Added 238.1%
|
|
|
Emerson Wealth, LLC
|
Aug 03, 2022 Q2 2022 |
141
shares
|
$110,955
0.03% of portfolio
|
Q1 2022
Added 41.0%
|
|
|
Pineridge Advisors LLC
St. Charles, MO |
Apr 30, 2025 Q1 2025 |
141
shares
|
$110,955
0.05% of portfolio
|
Q1 2025
Reduced 88.72%
|
|
|
Syntax Research, Inc.
Boca Raton, FL |
May 07, 2025 Q1 2025 |
140
shares
|
$110,168
0.08% of portfolio
|
Q1 2025
Reduced 56.66%
|
|
|
Reap Financial Group, LLC
Austin, TX |
May 14, 2025 Q1 2025 |
140
shares
|
$110,168
0.03% of portfolio
|
Q1 2025
Added 28.44%
|
|
|
True Wealth Design, LLC
Akron, OH |
May 13, 2025 Q1 2025 |
139
shares
|
$109,381
0.04% of portfolio
|
Q1 2025
Added 6.11%
|
|
|
Swan Capital LLC
Pensacola, FL |
May 23, 2025 Q1 2025 |
136
shares
|
$107,021
0.05% of portfolio
|
Q4 2024
Reduced 1.45%
|
|
|
Valued Wealth Advisors LLC
Holladay, UT |
May 01, 2025 Q1 2025 |
135
shares
|
$106,234
0.07% of portfolio
|
Q1 2025
Added 14.41%
|
|
|
Valley Forge Investment Consultants Inc Adv
|
May 08, 2025 Q1 2025 |
133
shares
|
$104,660
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Bay Harbor Wealth Management, LLC
|
May 12, 2025 Q1 2025 |
131
shares
|
$103,086
0.03% of portfolio
|
Q1 2025
Added 7.38%
|
|
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
May 12, 2025 Q1 2025 |
130
shares
|
$102,299
0.09% of portfolio
|
Q1 2025
New holding
|
|
|
Gkv Capital Management Co., Inc.
Walnut Creek, CA |
May 12, 2025 Q1 2025 |
130
shares
|
$102,299
0.09% of portfolio
|
Q1 2025
Added 11403.08%
|
|
|
Fsc Wealth Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
125
shares
|
$98,365
0.07% of portfolio
|
Q2 2024
New holding
|
|
|
Wealth Collab, LLC
Bellevue, WA |
May 14, 2025 Q1 2025 |
122
shares
|
$96,004
0.06% of portfolio
|
Q1 2025
Added 1.67%
|
|
|
Free Gulliver LLC
New Orleans, LA |
May 06, 2025 Q1 2025 |
122
shares
|
$96,004
0.05% of portfolio
|
Q1 2025
Reduced 60.26%
|
|
|
Nkcfo LLC
|
May 07, 2025 Q1 2025 |
115
shares
|
$90,495
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Morgan Dempsey Capital Management LLC
Menomonee Falls, WI |
May 12, 2025 Q1 2025 |
112
shares
|
$88,135
0.04% of portfolio
|
Q1 2025
Added 0.9%
|
|
|
Planning Capital Management Corp
Paoli, PA |
Nov 06, 2024 Q3 2024 |
112
shares
|
$88,135
0.07% of portfolio
|
Q3 2024
Reduced 70.13%
|
|
|
Stone House Investment Management, LLC
|
May 12, 2025 Q1 2025 |
110
shares
|
$86,561
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Cgc Financial Services, LLC
Lake Oswego, OR |
Apr 14, 2025 Q1 2025 |
106
shares
|
$83,413
0.03% of portfolio
|
Q1 2025
Added 2550.0%
|
|
|
Hoey Investments, Inc
Coatesville, PA |
Jul 14, 2025 Q2 2025 |
105
shares
|
$82,626
0.01% of portfolio
|
Q4 2024
Reduced 68.47%
|
|
|
Investment Counsel CO Of Nevada
Las Vegas, NV |
May 09, 2025 Q1 2025 |
104
shares
|
$81,839
0.2% of portfolio
|
Q4 2024
New holding
|