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 |
|---|---|---|---|---|---|
|
New England Capital Financial Advisors LLC
Meriden, CT |
Feb 03, 2025 Q4 2024 |
14
shares
|
$12,392
0.01% of portfolio
|
Q3 2023
Reduced 87.83%
|
|
|
Pay Pay Securities Corp
Tokyo, M0 |
Apr 17, 2025 Q1 2025 |
13
shares
|
$11,507
0.62% of portfolio
|
Q1 2025
Reduced 31.58%
|
|
|
Delos Wealth Advisors, LLC
Dallas, TX |
Feb 12, 2025 Q4 2024 |
12
shares
|
$10,622
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Rogco, LP
Claremore, OK |
Jan 30, 2025 Q4 2024 |
12
shares
|
$10,622
0.0% of portfolio
|
Q4 2023
Reduced 40.0%
|
|
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
Feb 07, 2025 Q4 2024 |
11
shares
|
$9,737
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Redwood Park Advisors LLC
Redwood City, CA |
Feb 13, 2025 Q4 2024 |
11
shares
|
$9,737
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Steph & CO
|
Apr 23, 2025 Q1 2025 |
10
shares
|
$8,852
0.0% of portfolio
|
Q3 2024
Reduced 83.33%
|
|
|
Berkshire Capital Holdings Inc
San Jose, CA |
Feb 11, 2025 Q4 2024 |
10
shares
|
$8,852
0.0% of portfolio
|
Q3 2024
Reduced 99.94%
|
|
|
Disciplina Capital Management LLC
Nashville, TN |
Feb 12, 2025 Q4 2024 |
10
shares
|
$8,852
0.0% of portfolio
|
Q3 2024
Reduced 98.55%
|
|
|
Financial Gravity Companies, Inc.
Lakeway, TX |
Feb 14, 2025 Q4 2024 |
10
shares
|
$8,852
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Belvedere Trading LLC
|
Jan 30, 2025 Q4 2024 |
9
shares
|
$7,966
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Dixon Mitchell Investment Counsel Inc.
Vancouver, A1 |
Jan 14, 2025 Q4 2024 |
9
shares
|
$7,966
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Enterprise Trust & Investment CO
|
Jul 22, 2022 Q2 2022 |
8
shares
|
$7,081
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Red Tortoise LLC
Atlanta, GA |
Apr 25, 2025 Q1 2025 |
7
shares
|
$6,196
0.0% of portfolio
|
Q1 2023
Reduced 94.85%
|
|
|
Legacy Investment Solutions, LLC
Meridian, ID |
Feb 13, 2025 Q4 2024 |
7
shares
|
$6,196
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
Feb 13, 2025 Q4 2024 |
7
shares
|
$6,196
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Lowe Wealth Advisors, LLC
|
Apr 07, 2025 Q1 2025 |
6
shares
|
$5,311
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Sanctuary Wealth Management, L.L.C.
|
Feb 12, 2025 Q4 2024 |
6
shares
|
$5,311
0.0% of portfolio
|
Q2 2024
Reduced 40.0%
|
|
|
Lummis Asset Management, LP
Fort Worth, TX |
Jan 15, 2025 Q4 2024 |
6
shares
|
$5,311
0.01% of portfolio
|
Q1 2024
Reduced 99.78%
|
|
|
Alexis Investment Partners, LLC
Montgomery, TX |
Feb 13, 2025 Q4 2024 |
6
shares
|
$5,311
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Longfellow Investment Management CO LLC
Boston, MA |
Feb 12, 2025 Q4 2024 |
5
shares
|
$4,426
0.0% of portfolio
|
Q4 2022
Reduced 61.54%
|
|
|
Systm Wealth Solutions LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
5
shares
|
$4,426
0.13% of portfolio
|
Q3 2024
Reduced 99.74%
|
|
|
Fairway Wealth LLC
Independence, OH |
Apr 29, 2025 Q1 2025 |
5
shares
|
$4,426
0.0% of portfolio
|
Q1 2025
Added 66.67%
|
|
|
Atlantic Private Wealth, LLC
|
Feb 11, 2025 Q4 2024 |
4
shares
|
$3,540
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Ruedi Wealth Management, Inc.
Champaign, IL |
Apr 23, 2025 Q1 2025 |
4
shares
|
$3,540
0.0% of portfolio
|
Q3 2024
Reduced 55.56%
|