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 |
|---|---|---|---|---|---|
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
Jul 24, 2024 Q2 2024 |
50
shares
|
$38,006
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Financial Gravity Asset Management, Inc.
|
Apr 30, 2025 Q1 2025 |
48
shares
|
$36,486
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Team Financial Group, LLC
Temecula, CA |
Jul 21, 2025 Q2 2025 |
48
shares
|
$36,486
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
O'Brien Wealth Partners LLC
|
Jul 09, 2025 Q2 2025 |
47
shares
|
$35,726
0.01% of portfolio
|
Q2 2025
Reduced 20.34%
|
|
|
West Financial Advisors, LLC
|
Jul 21, 2025 Q2 2025 |
46
shares
|
$34,965
0.01% of portfolio
|
Q4 2024
Reduced 29.23%
|
|
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
Feb 13, 2025 Q4 2024 |
46
shares
|
$34,965
0.02% of portfolio
|
Q4 2024
Reduced 84.46%
|
|
|
Img Wealth Management, Inc.
Jacksonville, FL |
Jul 30, 2025 Q2 2025 |
45
shares
|
$34,205
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Blume Capital Management, Inc.
Berkeley, CA |
Jul 30, 2025 Q2 2025 |
44
shares
|
$33,445
0.01% of portfolio
|
Q2 2025
Added 46.67%
|
|
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
May 15, 2025 Q1 2025 |
42
shares
|
$31,925
0.03% of portfolio
|
Q1 2025
Added 68.0%
|
|
|
Manitou Investment Management Ltd.
Toronto, A6 |
Jul 25, 2025 Q2 2025 |
40
shares
|
$30,405
0.01% of portfolio
|
Q3 2023
New holding
|
|
|
Wunderlich Capital Managemnt
Memphis, TN |
Aug 14, 2024 Q2 2024 |
40
shares
|
$30,405
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Bare Financial Services, Inc
Gap, PA |
Aug 13, 2025 Q2 2025 |
40
shares
|
$30,405
0.01% of portfolio
|
Q2 2025
Added 263.64%
|
|
|
Financial Gravity Companies, Inc.
Lakeway, TX |
Aug 08, 2025 Q2 2025 |
40
shares
|
$30,405
0.01% of portfolio
|
Q2 2025
Added 300.0%
|
|
|
Wealth Preservation Advisors, LLC
Chattanooga, TN |
Aug 14, 2025 Q2 2025 |
40
shares
|
$30,405
0.02% of portfolio
|
Q2 2025
Added 21.21%
|
|
|
Evolution Wealth Management Inc.
Fort Myers, FL |
Aug 29, 2025 Q2 2025 |
37
shares
|
$28,124
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
Aug 13, 2025 Q2 2025 |
35
shares
|
$26,604
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Painted Porch Advisors LLC
Santa Barbara, CA |
Jul 14, 2025 Q2 2025 |
35
shares
|
$26,604
0.01% of portfolio
|
Q1 2025
Reduced 7.89%
|
|
|
West End Advisors, LLC
|
Jul 23, 2025 Q2 2025 |
34
shares
|
$25,844
0.0% of portfolio
|
Q2 2025
Added 9.68%
|
|
|
Copia Wealth Management
Bend, OR |
Jul 28, 2025 Q2 2025 |
34
shares
|
$25,844
0.02% of portfolio
|
Q2 2025
Added 9.68%
|
|
|
Principia Wealth Advisory, LLC
Dallas, TX |
Aug 14, 2025 Q2 2025 |
34
shares
|
$25,844
0.02% of portfolio
|
Q2 2025
Added 36.0%
|
|
|
Breakwater Investment Management
Seattle, WA |
Jul 09, 2025 Q2 2025 |
33
shares
|
$25,084
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Reyes Financial Architecture, Inc.
San Diego, CA |
Jul 09, 2025 Q2 2025 |
31
shares
|
$23,564
0.02% of portfolio
|
Q2 2025
Reduced 8.82%
|
|
|
Peterson Financial Group, Inc.
|
Nov 06, 2024 Q3 2024 |
30
shares
|
$22,803
0.1% of portfolio
|
Q3 2024
New holding
|
|
|
10 Elms LLP
Tulsa, OK |
Aug 14, 2025 Q2 2025 |
30
shares
|
$22,803
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Decision Point Financial, LLC
Mesa, AZ |
Aug 13, 2025 Q2 2025 |
28
shares
|
$21,283
0.01% of portfolio
|
Q2 2025
Added 33.33%
|