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 |
|---|---|---|---|---|---|
|
Hurley Capital, LLC
New York, NY |
May 07, 2025 Q1 2025 |
103
shares
|
$81,052
0.06% of portfolio
|
Q1 2025
Reduced 49.26%
|
|
|
Navigoe, LLC
Redondo Beach, CA |
May 09, 2025 Q1 2025 |
101
shares
|
$79,478
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Lynwood Capital Management Inc.
|
May 10, 2024 Q1 2024 |
100
shares
|
$78,692
0.69% of portfolio
|
Q1 2024
New holding
|
|
|
Miller Wealth Advisors, LLC
|
May 13, 2025 Q1 2025 |
100
shares
|
$78,692
0.05% of portfolio
|
Q2 2023
Reduced 10.71%
|
|
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
Apr 22, 2025 Q1 2025 |
100
shares
|
$78,692
0.04% of portfolio
|
Q1 2025
Reduced 3.85%
|
|
|
Northwest Bank & Trust CO
Davenport, IA |
Feb 18, 2025 Q4 2024 |
100
shares
|
$78,692
0.06% of portfolio
|
Q1 2024
New holding
|
|
|
Tower Trust & Investment CO
Davenport, IA |
May 13, 2025 Q1 2025 |
100
shares
|
$78,692
0.07% of portfolio
|
Q1 2025
New holding
|
|
|
Mendota Financial Group, LLC
Madison, WI |
Apr 22, 2025 Q1 2025 |
99
shares
|
$77,905
0.09% of portfolio
|
Q4 2024
Reduced 30.77%
|
|
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
May 15, 2025 Q1 2025 |
99
shares
|
$77,905
0.06% of portfolio
|
Q1 2025
Added 280.77%
|
|
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
May 16, 2025 Q1 2025 |
99
shares
|
$77,905
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Winch Advisory Services, LLC
Appleton, WI |
May 05, 2025 Q1 2025 |
98
shares
|
$77,118
0.02% of portfolio
|
Q1 2025
Added 12.64%
|
|
|
Aspect Partners, LLC
Fairfax, VA |
Apr 24, 2025 Q1 2025 |
95
shares
|
$74,757
0.04% of portfolio
|
Q4 2024
Reduced 4.04%
|
|
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
May 01, 2025 Q1 2025 |
93
shares
|
$73,183
0.08% of portfolio
|
Q1 2025
Reduced 47.16%
|
|
|
Bellwether Advisors, LLC
|
May 07, 2025 Q1 2025 |
85
shares
|
$66,888
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Capital A Wealth Management, LLC
New Castle, PA |
May 02, 2025 Q1 2025 |
85
shares
|
$66,888
0.07% of portfolio
|
Q1 2025
Added 3.66%
|
|
|
Cypress Capital Management LLC (Wy)
|
May 05, 2025 Q1 2025 |
82
shares
|
$64,527
0.08% of portfolio
|
Q2 2024
Reduced 3.53%
|
|
|
Stephens Consulting, LLC
Flint, MI |
Apr 17, 2025 Q1 2025 |
81
shares
|
$63,740
0.02% of portfolio
|
Q1 2025
Reduced 19.8%
|
|
|
Bromfield Sneider Wealth Advisors
|
Apr 10, 2024 Q1 2024 |
80
shares
|
$62,953
0.04% of portfolio
|
Q3 2023
Reduced 36.0%
|
|
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
May 11, 2023 Q1 2023 |
80
shares
|
$62,953
0.02% of portfolio
|
Q4 2020
New holding
|
|
|
Hopwood Financial Services, Inc.
Reston, VA |
May 08, 2025 Q1 2025 |
77
shares
|
$60,592
0.05% of portfolio
|
Q1 2025
Reduced 45.77%
|
|
|
Fiduciary Advisors, Inc.
St. Louis, MO |
Apr 15, 2025 Q1 2025 |
75
shares
|
$59,019
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Time Scale Financial, Inc.
|
Jul 26, 2023 Q2 2023 |
74
shares
|
$58,232
0.01% of portfolio
|
Q1 2023
Reduced 32.11%
|
|
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
Apr 17, 2025 Q1 2025 |
69
shares
|
$54,297
0.02% of portfolio
|
Q1 2025
Added 53.33%
|
|
|
Ima Wealth, Inc.
Wichita, KS |
May 06, 2025 Q1 2025 |
67
shares
|
$52,723
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Morton Brown Family Wealth, LLC
|
Apr 25, 2025 Q1 2025 |
66
shares
|
$51,936
0.02% of portfolio
|
Q1 2025
Reduced 62.71%
|