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 |
|---|---|---|---|---|---|
|
Traub Capital Management LLC
Needham, MA |
Aug 11, 2025 Q2 2025 |
28
shares
|
$21,283
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Investment Counsel CO Of Nevada
Las Vegas, NV |
Aug 13, 2025 Q2 2025 |
27
shares
|
$20,523
0.04% of portfolio
|
Q2 2025
Reduced 74.04%
|
|
|
Mid American Wealth Advisory Group, Inc.
Kansas City, MO |
Jul 30, 2025 Q2 2025 |
26
shares
|
$19,763
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Talon Private Wealth, LLC
The Villages, FL |
Aug 14, 2025 Q2 2025 |
26
shares
|
$19,763
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Thompson Investment Management, Inc.
|
Jul 24, 2025 Q2 2025 |
25
shares
|
$19,003
0.0% of portfolio
|
Q1 2024
Reduced 50.0%
|
|
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
Jul 10, 2025 Q2 2025 |
25
shares
|
$19,003
0.0% of portfolio
|
Q4 2024
Added 66.67%
|
|
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
Aug 13, 2025 Q2 2025 |
23
shares
|
$17,482
0.01% of portfolio
|
Q2 2025
Added 109.09%
|
|
|
Hopwood Financial Services, Inc.
Reston, VA |
Aug 11, 2025 Q2 2025 |
22
shares
|
$16,722
0.01% of portfolio
|
Q2 2025
Reduced 71.43%
|
|
|
Morgan Rosel Wealth Management, LLC
|
Jul 31, 2025 Q2 2025 |
21
shares
|
$15,962
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Johnson Midwest Financial, LLC
|
Nov 07, 2023 Q3 2023 |
20
shares
|
$15,202
0.02% of portfolio
|
Q4 2021
New holding
|
|
|
Corbenic Partners LLC
|
Jul 25, 2022 Q2 2022 |
20
shares
|
$15,202
0.0% of portfolio
|
Q1 2022
Added 100.0%
|
|
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
Aug 12, 2025 Q2 2025 |
19
shares
|
$14,442
0.01% of portfolio
|
Q3 2024
Added 90.0%
|
|
|
Compass Planning Associates Inc
Greenfield, MA |
Jul 21, 2025 Q2 2025 |
19
shares
|
$14,442
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Optimum Investment Advisors
|
Jul 31, 2025 Q2 2025 |
18
shares
|
$13,682
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Ross\Johnson & Associates LLC
Plymouth, MN |
Aug 15, 2025 Q2 2025 |
18
shares
|
$13,682
0.29% of portfolio
|
Q1 2025
Added 5.88%
|
|
|
Cowen Prime Advisors LLC
|
Jul 31, 2023 Q2 2023 |
16
shares
|
$12,162
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Davis Capital Management
Jacksonville, FL |
Apr 11, 2025 Q1 2025 |
16
shares
|
$12,162
0.01% of portfolio
|
Q4 2024
Reduced 86.21%
|
|
|
Anfield Capital Management, LLC
Newport Beach, CA |
Aug 11, 2025 Q2 2025 |
15
shares
|
$11,401
0.0% of portfolio
|
Q1 2025
Reduced 99.04%
|
|
|
Jdm Financial Group LLC
Encino, CA |
Aug 01, 2025 Q2 2025 |
15
shares
|
$11,401
0.01% of portfolio
|
Q4 2024
Reduced 37.5%
|
|
|
Pacific Center For Financial Services
San Ramon, CA |
Aug 15, 2025 Q2 2025 |
14
shares
|
$10,641
0.0% of portfolio
|
Q1 2025
Reduced 6.67%
|
|
|
New England Capital Financial Advisors LLC
Meriden, CT |
Aug 08, 2025 Q2 2025 |
14
shares
|
$10,641
0.01% of portfolio
|
Q3 2023
Reduced 87.83%
|
|
|
Delos Wealth Advisors, LLC
Dallas, TX |
Aug 19, 2025 Q2 2025 |
13
shares
|
$9,881
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Pay Pay Securities Corp
Tokyo, M0 |
Jul 23, 2025 Q2 2025 |
12
shares
|
$9,121
0.46% of portfolio
|
Q2 2025
Reduced 7.69%
|
|
|
Rogco, LP
Claremore, OK |
Jul 18, 2025 Q2 2025 |
12
shares
|
$9,121
0.0% of portfolio
|
Q4 2023
Reduced 40.0%
|
|
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
Jul 16, 2025 Q2 2025 |
12
shares
|
$9,121
0.01% of portfolio
|
Q2 2025
New holding
|