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 4,399 institutions that hold shares in the stock, with a total of 807 Million shares, which have been reported (via 13F filing form) to have a value of $627 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Decision Point Financial, LLC
Mesa, AZ |
May 02, 2025 Q1 2025 |
21
shares
|
$16,305
0.0% of portfolio
|
Q1 2025
Added 31.25%
|
|
|
Johnson Midwest Financial, LLC
|
Nov 07, 2023 Q3 2023 |
20
shares
|
$15,528
0.02% of portfolio
|
Q4 2021
New holding
|
|
|
Corbenic Partners LLC
|
Jul 25, 2022 Q2 2022 |
20
shares
|
$15,528
0.0% of portfolio
|
Q1 2022
Added 100.0%
|
|
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
May 14, 2025 Q1 2025 |
19
shares
|
$14,752
0.01% of portfolio
|
Q3 2024
Added 90.0%
|
|
|
Compass Planning Associates Inc
Greenfield, MA |
Jul 21, 2025 Q2 2025 |
19
shares
|
$14,752
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Optimum Investment Advisors
|
Apr 30, 2025 Q1 2025 |
18
shares
|
$13,975
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Resolute Advisors LLC
|
May 14, 2025 Q1 2025 |
18
shares
|
$13,975
0.0% of portfolio
|
Q1 2025
Reduced 95.01%
|
|
|
Ross\Johnson & Associates LLC
Plymouth, MN |
May 16, 2025 Q1 2025 |
18
shares
|
$13,975
0.26% of portfolio
|
Q1 2025
Added 5.88%
|
|
|
Cowen Prime Advisors LLC
|
Jul 31, 2023 Q2 2023 |
16
shares
|
$12,423
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Davis Capital Management
Jacksonville, FL |
Apr 11, 2025 Q1 2025 |
16
shares
|
$12,423
0.01% of portfolio
|
Q4 2024
Reduced 86.21%
|
|
|
Anfield Capital Management, LLC
Newport Beach, CA |
May 12, 2025 Q1 2025 |
15
shares
|
$11,646
0.0% of portfolio
|
Q1 2025
Reduced 99.04%
|
|
|
Jdm Financial Group LLC
Encino, CA |
May 14, 2025 Q1 2025 |
15
shares
|
$11,646
0.01% of portfolio
|
Q4 2024
Reduced 37.5%
|
|
|
Pacific Center For Financial Services
San Ramon, CA |
May 15, 2025 Q1 2025 |
14
shares
|
$10,870
0.0% of portfolio
|
Q1 2025
Reduced 6.67%
|
|
|
New England Capital Financial Advisors LLC
Meriden, CT |
May 05, 2025 Q1 2025 |
14
shares
|
$10,870
0.01% of portfolio
|
Q3 2023
Reduced 87.83%
|
|
|
Strengthening Families & Communities, LLC
|
May 12, 2025 Q1 2025 |
13
shares
|
$10,093
0.01% of portfolio
|
Q1 2025
Reduced 87.74%
|
|
|
Pay Pay Securities Corp
Tokyo, M0 |
Jul 23, 2025 Q2 2025 |
12
shares
|
$9,317
0.46% of portfolio
|
Q2 2025
Reduced 7.69%
|
|
|
Rogco, LP
Claremore, OK |
Jul 18, 2025 Q2 2025 |
12
shares
|
$9,317
0.0% of portfolio
|
Q4 2023
Reduced 40.0%
|
|
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
Jul 16, 2025 Q2 2025 |
12
shares
|
$9,317
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Keystone Global Partners, LLC
Denver, CO |
Jul 16, 2025 Q2 2025 |
12
shares
|
$9,317
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Bare Financial Services, Inc
Gap, PA |
May 12, 2025 Q1 2025 |
11
shares
|
$8,540
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
May 05, 2025 Q1 2025 |
11
shares
|
$8,540
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Redwood Park Advisors LLC
Redwood City, CA |
May 06, 2025 Q1 2025 |
11
shares
|
$8,540
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Steph & CO
|
Jul 16, 2025 Q2 2025 |
10
shares
|
$7,764
0.0% of portfolio
|
Q3 2024
Reduced 83.33%
|
|
|
Cedar Mountain Advisors, LLC
|
Jul 22, 2025 Q2 2025 |
10
shares
|
$7,764
0.0% of portfolio
|
Q2 2025
Reduced 61.54%
|
|
|
Berkshire Capital Holdings Inc
San Jose, CA |
May 13, 2025 Q1 2025 |
10
shares
|
$7,764
0.0% of portfolio
|
Q3 2024
Reduced 99.94%
|