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 |
|---|---|---|---|---|---|
|
Ima Wealth, Inc.
Wichita, KS |
Aug 07, 2025 Q2 2025 |
79
shares
|
$60,050
0.01% of portfolio
|
Q2 2025
Added 17.91%
|
|
|
Td Capital Management LLC
Memphis, TN |
Aug 08, 2025 Q2 2025 |
78
shares
|
$59,290
0.01% of portfolio
|
Q2 2025
Added 41.82%
|
|
|
Morton Brown Family Wealth, LLC
|
Jul 24, 2025 Q2 2025 |
77
shares
|
$58,530
0.02% of portfolio
|
Q2 2025
Added 16.67%
|
|
|
Acima Private Wealth, LLC
Richmond, VA |
Jul 24, 2025 Q2 2025 |
75
shares
|
$57,009
0.02% of portfolio
|
Q2 2025
Reduced 71.48%
|
|
|
Fiduciary Advisors, Inc.
St. Louis, MO |
Jul 17, 2025 Q2 2025 |
75
shares
|
$57,009
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
Aug 12, 2025 Q2 2025 |
75
shares
|
$57,009
0.04% of portfolio
|
Q2 2025
Reduced 24.24%
|
|
|
Time Scale Financial, Inc.
|
Jul 26, 2023 Q2 2023 |
74
shares
|
$56,249
0.01% of portfolio
|
Q1 2023
Reduced 32.11%
|
|
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
Jul 16, 2025 Q2 2025 |
74
shares
|
$56,249
0.02% of portfolio
|
Q2 2025
Added 7.25%
|
|
|
Ws Portfolio Advisory, LLC
Snoqualmie Pass, WA |
Jul 29, 2025 Q2 2025 |
71
shares
|
$53,969
5.05% of portfolio
|
Q2 2025
Reduced 79.71%
|
|
|
Iron Horse Wealth Management, LLC
|
Jul 22, 2025 Q2 2025 |
66
shares
|
$50,168
0.02% of portfolio
|
Q1 2025
Added 100.0%
|
|
|
Hoese & CO LLP
|
Jul 29, 2025 Q2 2025 |
65
shares
|
$49,408
0.04% of portfolio
|
Q2 2024
Added 30.0%
|
|
|
Hara Capital LLC
Bellevue, WA |
Aug 14, 2025 Q2 2025 |
65
shares
|
$49,408
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Toth Financial Advisory Corp
|
Jul 14, 2025 Q2 2025 |
64
shares
|
$48,648
0.01% of portfolio
|
Q1 2025
Reduced 8.57%
|
|
|
Stephens Consulting, LLC
Flint, MI |
Jul 25, 2025 Q2 2025 |
63
shares
|
$47,888
0.01% of portfolio
|
Q2 2025
Reduced 22.22%
|
|
|
Prudent Man Investment Management, Inc.
Louisville, CO |
Aug 06, 2025 Q2 2025 |
62
shares
|
$47,128
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
60
shares
|
$45,607
0.02% of portfolio
|
Q3 2023
Added 5.26%
|
|
|
Decker Retirement Planning Inc.
Levi, UT |
Aug 06, 2025 Q2 2025 |
60
shares
|
$45,607
0.03% of portfolio
|
Q2 2025
Reduced 61.04%
|
|
|
Cgc Financial Services, LLC
Lake Oswego, OR |
Jul 28, 2025 Q2 2025 |
55
shares
|
$41,807
0.01% of portfolio
|
Q2 2025
Reduced 48.11%
|
|
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
Aug 08, 2025 Q2 2025 |
54
shares
|
$41,047
0.0% of portfolio
|
Q1 2025
Reduced 1.82%
|
|
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
Aug 14, 2025 Q2 2025 |
52
shares
|
$39,526
0.0% of portfolio
|
Q2 2025
Reduced 99.26%
|
|
|
Creative Capital Management Investments LLC
San Diego, CA |
Jul 21, 2025 Q2 2025 |
52
shares
|
$39,526
0.02% of portfolio
|
Q2 2024
Added 6.12%
|
|
|
St. Johns Investment Management Company, LLC
|
Jul 30, 2025 Q2 2025 |
51
shares
|
$38,766
0.02% of portfolio
|
Q3 2024
Reduced 54.05%
|
|
|
Tidemark, LLC
San Diego, CA |
Aug 11, 2025 Q2 2025 |
51
shares
|
$38,766
0.01% of portfolio
|
Q2 2025
Added 70.0%
|
|
|
Western Pacific Wealth Management, LP
|
Jul 10, 2025 Q2 2025 |
50
shares
|
$38,006
0.04% of portfolio
|
Q1 2022
New holding
|
|
|
Norwood Financial Corp
|
Apr 16, 2024 Q1 2024 |
50
shares
|
$38,006
0.06% of portfolio
|
Q1 2024
Reduced 28.57%
|