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 |
|---|---|---|---|---|---|
|
Proffitt & Goodson Inc
|
Apr 29, 2025 Q1 2025 |
33
shares
|
$25,968
0.0% of portfolio
|
Q4 2024
Reduced 15.38%
|
|
|
Breakwater Investment Management
Seattle, WA |
Jul 09, 2025 Q2 2025 |
33
shares
|
$25,968
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Wealth Preservation Advisors, LLC
Chattanooga, TN |
May 14, 2025 Q1 2025 |
33
shares
|
$25,968
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
West End Advisors, LLC
|
Apr 24, 2025 Q1 2025 |
31
shares
|
$24,394
0.0% of portfolio
|
Q1 2025
Added 210.0%
|
|
|
Reyes Financial Architecture, Inc.
San Diego, CA |
Jul 09, 2025 Q2 2025 |
31
shares
|
$24,394
0.02% of portfolio
|
Q2 2025
Reduced 8.82%
|
|
|
Copia Wealth Management
Bend, OR |
Apr 17, 2025 Q1 2025 |
31
shares
|
$24,394
0.02% of portfolio
|
Q1 2025
Added 24.0%
|
|
|
Peterson Financial Group, Inc.
|
Nov 06, 2024 Q3 2024 |
30
shares
|
$23,607
0.1% of portfolio
|
Q3 2024
New holding
|
|
|
Blume Capital Management, Inc.
Berkeley, CA |
May 06, 2025 Q1 2025 |
30
shares
|
$23,607
0.01% of portfolio
|
Q1 2025
Added 20.0%
|
|
|
Tidemark, LLC
San Diego, CA |
May 09, 2025 Q1 2025 |
30
shares
|
$23,607
0.01% of portfolio
|
Q1 2025
Reduced 45.45%
|
|
|
10 Elms LLP
Tulsa, OK |
May 13, 2025 Q1 2025 |
30
shares
|
$23,607
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Cedar Mountain Advisors, LLC
|
Apr 14, 2025 Q1 2025 |
26
shares
|
$20,459
0.0% of portfolio
|
Q4 2024
Reduced 43.48%
|
|
|
Thompson Investment Management, Inc.
|
Apr 15, 2025 Q1 2025 |
25
shares
|
$19,673
0.0% of portfolio
|
Q1 2024
Reduced 50.0%
|
|
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
Jul 10, 2025 Q2 2025 |
25
shares
|
$19,673
0.0% of portfolio
|
Q4 2024
Added 66.67%
|
|
|
Principia Wealth Advisory, LLC
Dallas, TX |
Apr 11, 2025 Q1 2025 |
25
shares
|
$19,673
0.02% of portfolio
|
Q1 2025
Added 31.58%
|
|
|
Greenline Partners, LLC
New York, NY |
May 15, 2025 Q1 2025 |
23
shares
|
$18,099
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Morgan Rosel Wealth Management, LLC
|
Apr 25, 2025 Q1 2025 |
21
shares
|
$16,525
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Decision Point Financial, LLC
Mesa, AZ |
May 02, 2025 Q1 2025 |
21
shares
|
$16,525
0.0% of portfolio
|
Q1 2025
Added 31.25%
|
|
|
Johnson Midwest Financial, LLC
|
Nov 07, 2023 Q3 2023 |
20
shares
|
$15,738
0.02% of portfolio
|
Q4 2021
New holding
|
|
|
Corbenic Partners LLC
|
Jul 25, 2022 Q2 2022 |
20
shares
|
$15,738
0.0% of portfolio
|
Q1 2022
Added 100.0%
|
|
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
May 14, 2025 Q1 2025 |
19
shares
|
$14,951
0.01% of portfolio
|
Q3 2024
Added 90.0%
|
|
|
Compass Planning Associates Inc
Greenfield, MA |
Apr 14, 2025 Q1 2025 |
19
shares
|
$14,951
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Optimum Investment Advisors
|
Apr 30, 2025 Q1 2025 |
18
shares
|
$14,164
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Resolute Advisors LLC
|
May 14, 2025 Q1 2025 |
18
shares
|
$14,164
0.0% of portfolio
|
Q1 2025
Reduced 95.01%
|
|
|
Ross\Johnson & Associates LLC
Plymouth, MN |
May 16, 2025 Q1 2025 |
18
shares
|
$14,164
0.26% of portfolio
|
Q1 2025
Added 5.88%
|
|
|
Cowen Prime Advisors LLC
|
Jul 31, 2023 Q2 2023 |
16
shares
|
$12,590
0.0% of portfolio
|
Q1 2023
New holding
|