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 |
|---|---|---|---|---|---|
|
Cowen Prime Advisors LLC
|
Jul 31, 2023 Q2 2023 |
16
shares
|
$12,590
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Davis Capital Management
Jacksonville, FL |
Apr 11, 2025 Q1 2025 |
16
shares
|
$12,590
0.01% of portfolio
|
Q4 2024
Reduced 86.21%
|
|
|
Anfield Capital Management, LLC
Newport Beach, CA |
May 12, 2025 Q1 2025 |
15
shares
|
$11,803
0.0% of portfolio
|
Q1 2025
Reduced 99.04%
|
|
|
Jdm Financial Group LLC
Encino, CA |
May 14, 2025 Q1 2025 |
15
shares
|
$11,803
0.01% of portfolio
|
Q4 2024
Reduced 37.5%
|
|
|
Pacific Center For Financial Services
San Ramon, CA |
May 15, 2025 Q1 2025 |
14
shares
|
$11,016
0.0% of portfolio
|
Q1 2025
Reduced 6.67%
|
|
|
New England Capital Financial Advisors LLC
Meriden, CT |
May 05, 2025 Q1 2025 |
14
shares
|
$11,016
0.01% of portfolio
|
Q3 2023
Reduced 87.83%
|
|
|
Strengthening Families & Communities, LLC
|
May 12, 2025 Q1 2025 |
13
shares
|
$10,229
0.01% of portfolio
|
Q1 2025
Reduced 87.74%
|
|
|
Pay Pay Securities Corp
Tokyo, M0 |
Apr 17, 2025 Q1 2025 |
13
shares
|
$10,229
0.62% of portfolio
|
Q1 2025
Reduced 31.58%
|
|
|
Rogco, LP
Claremore, OK |
Apr 30, 2025 Q1 2025 |
12
shares
|
$9,443
0.0% of portfolio
|
Q4 2023
Reduced 40.0%
|
|
|
Bare Financial Services, Inc
Gap, PA |
May 12, 2025 Q1 2025 |
11
shares
|
$8,656
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
May 05, 2025 Q1 2025 |
11
shares
|
$8,656
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Redwood Park Advisors LLC
Redwood City, CA |
May 06, 2025 Q1 2025 |
11
shares
|
$8,656
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Steph & CO
|
Apr 23, 2025 Q1 2025 |
10
shares
|
$7,869
0.0% of portfolio
|
Q3 2024
Reduced 83.33%
|
|
|
Berkshire Capital Holdings Inc
San Jose, CA |
May 13, 2025 Q1 2025 |
10
shares
|
$7,869
0.0% of portfolio
|
Q3 2024
Reduced 99.94%
|
|
|
Financial Gravity Companies, Inc.
Lakeway, TX |
Feb 14, 2025 Q4 2024 |
10
shares
|
$7,869
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Dixon Mitchell Investment Counsel Inc.
Vancouver, A1 |
May 14, 2025 Q1 2025 |
9
shares
|
$7,082
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Enterprise Trust & Investment CO
|
Jul 22, 2022 Q2 2022 |
8
shares
|
$6,295
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Mjt & Associates Financial Advisory Group, Inc.
Monteviceo, MN |
May 07, 2025 Q1 2025 |
8
shares
|
$6,295
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Red Tortoise LLC
Atlanta, GA |
Apr 25, 2025 Q1 2025 |
7
shares
|
$5,508
0.0% of portfolio
|
Q1 2023
Reduced 94.85%
|
|
|
Legacy Investment Solutions, LLC
Meridian, ID |
Feb 13, 2025 Q4 2024 |
7
shares
|
$5,508
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
May 16, 2025 Q1 2025 |
7
shares
|
$5,508
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Sanctuary Wealth Management, L.L.C.
|
Feb 12, 2025 Q4 2024 |
6
shares
|
$4,721
0.0% of portfolio
|
Q2 2024
Reduced 40.0%
|
|
|
Pandora Wealth, Inc.
Oakbrook Terrace, IL |
May 12, 2025 Q1 2025 |
6
shares
|
$4,721
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Longfellow Investment Management CO LLC
Boston, MA |
May 12, 2025 Q1 2025 |
5
shares
|
$3,934
0.0% of portfolio
|
Q4 2022
Reduced 61.54%
|
|
|
Systm Wealth Solutions LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
5
shares
|
$3,934
0.13% of portfolio
|
Q3 2024
Reduced 99.74%
|