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 |
|---|---|---|---|---|---|
|
Pin Oak Investment Advisors Inc
Houston, TX |
Aug 11, 2025 Q2 2025 |
168
shares
|
$127,701
0.12% of portfolio
|
Q2 2025
Reduced 4.0%
|
|
|
Rialto Wealth Management, LLC
Syracuse, NY |
Aug 06, 2025 Q2 2025 |
166
shares
|
$126,181
0.04% of portfolio
|
Q2 2025
Reduced 0.6%
|
|
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
Apr 25, 2025 Q1 2025 |
165
shares
|
$125,421
0.09% of portfolio
|
Q1 2025
New holding
|
|
|
Dagco, Inc.
|
Aug 14, 2025 Q2 2025 |
163
shares
|
$123,901
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
Aug 15, 2025 Q2 2025 |
162
shares
|
$123,141
0.03% of portfolio
|
Q2 2025
Added 0.62%
|
|
|
Lfa Lugano Financial Advisors Sa
|
Aug 07, 2025 Q2 2025 |
161
shares
|
$122,380
0.07% of portfolio
|
Q2 2025
Added 4.55%
|
|
|
Boreal Capital Management LLC
Miami, FL |
Aug 12, 2025 Q2 2025 |
159
shares
|
$120,860
0.1% of portfolio
|
Q2 2025
New holding
|
|
|
Accredited Wealth Management, LLC
Louisville, KY |
Aug 12, 2025 Q2 2025 |
158
shares
|
$120,100
0.1% of portfolio
|
Q2 2025
Reduced 63.51%
|
|
|
Binnacle Investments Inc
Urbandale, IA |
Aug 15, 2025 Q2 2025 |
158
shares
|
$120,100
0.08% of portfolio
|
Q2 2025
Added 5.33%
|
|
|
Align Wealth Management, LLC
Oklahoma City, OK |
Jan 09, 2023 Q4 2022 |
154
shares
|
$117,060
0.04% of portfolio
|
Q4 2022
New holding
|
|
|
Ashburton (Jersey) LTD
St Helier, Y9 |
Feb 13, 2025 Q4 2024 |
153
shares
|
$116,299
0.05% of portfolio
|
Q2 2024
Reduced 44.36%
|
|
|
Swan Capital LLC
Pensacola, FL |
Aug 14, 2025 Q2 2025 |
153
shares
|
$116,299
0.05% of portfolio
|
Q2 2025
Added 12.5%
|
|
|
Horizon Bancorp Inc /In/
Michigan City, IN |
Jul 24, 2025 Q2 2025 |
152
shares
|
$115,539
0.06% of portfolio
|
Q4 2024
Reduced 47.22%
|
|
|
Mizuho Securities Co. Ltd.
|
Apr 21, 2025 Q1 2025 |
150
shares
|
$114,019
1.66% of portfolio
|
Q1 2025
Added 1400.0%
|
|
|
True Wealth Design, LLC
Akron, OH |
Aug 06, 2025 Q2 2025 |
149
shares
|
$113,259
0.04% of portfolio
|
Q2 2025
Added 7.19%
|
|
|
Retirement Wealth Solutions LLC
Marshfield, WI |
Jul 07, 2025 Q2 2025 |
149
shares
|
$113,259
0.09% of portfolio
|
Q4 2024
New holding
|
|
|
S&T Bank
Indiana, PA |
Aug 06, 2025 Q2 2025 |
147
shares
|
$111,739
0.04% of portfolio
|
Q2 2025
Reduced 3.29%
|
|
|
Pineridge Advisors LLC
St. Charles, MO |
Aug 11, 2025 Q2 2025 |
144
shares
|
$109,458
0.04% of portfolio
|
Q2 2025
Added 2.13%
|
|
|
Main Street Group, LTD
Glen Allen, VA |
Jul 15, 2025 Q2 2025 |
142
shares
|
$107,938
0.04% of portfolio
|
Q4 2024
Added 238.1%
|
|
|
Emerson Wealth, LLC
|
Aug 03, 2022 Q2 2022 |
141
shares
|
$107,178
0.03% of portfolio
|
Q1 2022
Added 41.0%
|
|
|
Syntax Research, Inc.
Boca Raton, FL |
Jul 21, 2025 Q2 2025 |
140
shares
|
$106,418
0.08% of portfolio
|
Q1 2025
Reduced 56.66%
|
|
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
Aug 13, 2025 Q2 2025 |
132
shares
|
$100,337
0.07% of portfolio
|
Q2 2025
Added 1.54%
|
|
|
Valley Forge Investment Consultants Inc Adv
|
Aug 14, 2025 Q2 2025 |
123
shares
|
$93,495
0.03% of portfolio
|
Q2 2025
Reduced 7.52%
|
|
|
Wealth Collab, LLC
Bellevue, WA |
Aug 15, 2025 Q2 2025 |
122
shares
|
$92,735
0.05% of portfolio
|
Q1 2025
Added 1.67%
|
|
|
Bellwether Advisors, LLC
|
Aug 11, 2025 Q2 2025 |
120
shares
|
$91,215
0.02% of portfolio
|
Q2 2025
Added 41.18%
|