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 |
|---|---|---|---|---|---|
|
Financial Gravity Companies, Inc.
Lakeway, TX |
Feb 14, 2025 Q4 2024 |
10
shares
|
$7,764
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Maseco LLP
London, |
Jul 15, 2025 Q2 2025 |
10
shares
|
$7,764
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Dixon Mitchell Investment Counsel Inc.
Vancouver, A1 |
May 14, 2025 Q1 2025 |
9
shares
|
$6,987
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Enterprise Trust & Investment CO
|
Jul 22, 2022 Q2 2022 |
8
shares
|
$6,211
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Mjt & Associates Financial Advisory Group, Inc.
Monteviceo, MN |
Jul 16, 2025 Q2 2025 |
8
shares
|
$6,211
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Red Tortoise LLC
Atlanta, GA |
Jul 22, 2025 Q2 2025 |
7
shares
|
$5,435
0.0% of portfolio
|
Q1 2023
Reduced 94.85%
|
|
|
Legacy Investment Solutions, LLC
Meridian, ID |
Feb 13, 2025 Q4 2024 |
7
shares
|
$5,435
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
May 16, 2025 Q1 2025 |
7
shares
|
$5,435
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Sanctuary Wealth Management, L.L.C.
|
Feb 12, 2025 Q4 2024 |
6
shares
|
$4,658
0.0% of portfolio
|
Q2 2024
Reduced 40.0%
|
|
|
Pandora Wealth, Inc.
Oakbrook Terrace, IL |
May 12, 2025 Q1 2025 |
6
shares
|
$4,658
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Longfellow Investment Management CO LLC
Boston, MA |
May 12, 2025 Q1 2025 |
5
shares
|
$3,882
0.0% of portfolio
|
Q4 2022
Reduced 61.54%
|
|
|
Systm Wealth Solutions LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
5
shares
|
$3,882
0.13% of portfolio
|
Q3 2024
Reduced 99.74%
|
|
|
Fairway Wealth LLC
Independence, OH |
Apr 29, 2025 Q1 2025 |
5
shares
|
$3,882
0.0% of portfolio
|
Q1 2025
Added 66.67%
|
|
|
Transce3nd, LLC
Kyle, TX |
May 02, 2025 Q1 2025 |
5
shares
|
$3,882
0.0% of portfolio
|
Q1 2025
Reduced 94.25%
|
|
|
Pmv Capital Advisers, LLC
Dallas, TX |
Jul 10, 2025 Q2 2025 |
5
shares
|
$3,882
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Ball & CO Wealth Management Inc.
Franklin, TN |
May 09, 2025 Q1 2025 |
5
shares
|
$3,882
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Ruedi Wealth Management, Inc.
Champaign, IL |
Apr 23, 2025 Q1 2025 |
4
shares
|
$3,105
0.0% of portfolio
|
Q3 2024
Reduced 55.56%
|
|
|
Inlight Wealth Management, LLC
Atlanta, GA |
Jul 22, 2025 Q2 2025 |
4
shares
|
$3,105
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Curio Wealth, LLC
Annapolis, MD |
May 09, 2025 Q1 2025 |
3
shares
|
$2,329
0.17% of portfolio
|
Q1 2025
Reduced 99.26%
|
|
|
Hbc Financial Services, Pllc
|
Jan 16, 2025 Q4 2024 |
2
shares
|
$1,552
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Perritt Capital Management Inc
Chicago, IL |
May 13, 2025 Q1 2025 |
2
shares
|
$1,552
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Westend Capital Management, LLC
Sausalito, CA |
Jul 14, 2025 Q2 2025 |
2
shares
|
$1,552
0.0% of portfolio
|
Q2 2025
Reduced 33.33%
|
|
|
Baldrige Asset Management LLC
|
Apr 17, 2023 Q1 2023 |
1
shares
|
$776
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Peak6 Investments LLC
Chicago, IL |
Nov 13, 2024 Q3 2024 |
1
shares
|
$776
0.0% of portfolio
|
Q3 2024
Reduced 50.0%
|
|
|
Bridge Generations Wealth Management LLC
South Miami, FL |
Jul 17, 2025 Q2 2025 |
1
shares
|
$776
0.0% of portfolio
|
Q4 2024
New holding
|