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 4,507 institutions that hold shares in the stock, with a total of 754 Million shares, which have been reported (via 13F filing form) to have a value of $770 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Steph & CO
|
Oct 06, 2025 Q3 2025 |
39
shares
|
$39,846
0.01% of portfolio
|
Q3 2025
Added 290.0%
|
|
|
Breakwater Investment Management
Seattle, WA |
Oct 02, 2025 Q3 2025 |
38
shares
|
$38,824
0.01% of portfolio
|
Q3 2025
Added 15.15%
|
|
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
Nov 25, 2025 Q3 2025 |
35
shares
|
$35,759
0.02% of portfolio
|
Q3 2025
Added 84.21%
|
|
|
Copia Wealth Management
Bend, OR |
Oct 31, 2025 Q3 2025 |
34
shares
|
$34,737
0.02% of portfolio
|
Q2 2025
Added 9.68%
|
|
|
Principia Wealth Advisory, LLC
Dallas, TX |
Aug 14, 2025 Q2 2025 |
34
shares
|
$34,737
0.02% of portfolio
|
Q2 2025
Added 36.0%
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
Dec 29, 2025 Q3 2025 |
33
shares
|
$33,716
0.02% of portfolio
|
Q3 2025
Reduced 82.26%
|
|
|
Thompson Investment Management, Inc.
|
Oct 17, 2025 Q3 2025 |
32
shares
|
$32,694
0.0% of portfolio
|
Q3 2025
Added 28.0%
|
|
|
Reyes Financial Architecture, Inc.
San Diego, CA |
Nov 12, 2025 Q3 2025 |
31
shares
|
$31,672
0.02% of portfolio
|
Q2 2025
Reduced 8.82%
|
|
|
Miller Global Investments, LLC
Dallas, TX |
Jan 05, 2026 Q4 2025 |
31
shares
|
$31,672
0.03% of portfolio
|
Q4 2025
New holding
|
|
|
Peterson Financial Group, Inc.
|
Nov 06, 2024 Q3 2024 |
30
shares
|
$30,651
0.1% of portfolio
|
Q3 2024
New holding
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Oct 29, 2025 Q3 2025 |
29
shares
|
$29,629
0.01% of portfolio
|
Q3 2025
Reduced 91.85%
|
|
|
Decision Point Financial, LLC
Mesa, AZ |
Nov 10, 2025 Q3 2025 |
28
shares
|
$28,607
0.01% of portfolio
|
Q2 2025
Added 33.33%
|
|
|
Investment Counsel CO Of Nevada
Las Vegas, NV |
Nov 12, 2025 Q3 2025 |
27
shares
|
$27,585
0.04% of portfolio
|
Q2 2025
Reduced 74.04%
|
|
|
Anfield Capital Management, LLC
Newport Beach, CA |
Nov 12, 2025 Q3 2025 |
26
shares
|
$26,564
0.01% of portfolio
|
Q3 2025
Added 73.33%
|
|
|
Talon Private Wealth, LLC
The Villages, FL |
Aug 14, 2025 Q2 2025 |
26
shares
|
$26,564
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Evolution Wealth Management Inc.
Fort Myers, FL |
Oct 23, 2025 Q3 2025 |
26
shares
|
$26,564
0.02% of portfolio
|
Q3 2025
Reduced 29.73%
|
|
|
Winnow Wealth LLC
Waco, TX |
Nov 03, 2025 Q3 2025 |
25
shares
|
$25,542
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
West End Advisors, LLC
|
Oct 22, 2025 Q3 2025 |
24
shares
|
$24,520
0.0% of portfolio
|
Q3 2025
Reduced 29.41%
|
|
|
Davis Capital Management
Jacksonville, FL |
Oct 21, 2025 Q3 2025 |
24
shares
|
$24,520
0.01% of portfolio
|
Q3 2025
Added 50.0%
|
|
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
Aug 13, 2025 Q2 2025 |
23
shares
|
$23,499
0.01% of portfolio
|
Q2 2025
Added 109.09%
|
|
|
Seneschal Advisors, LLC
Tacoma, WA |
Nov 14, 2025 Q3 2025 |
23
shares
|
$23,499
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Strive Asset Management, LLC
Dublin, OH |
Nov 12, 2025 Q3 2025 |
21
shares
|
$21,455
0.15% of portfolio
|
Q3 2025
Added 1609.52%
|
|
|
Johnson Midwest Financial, LLC
|
Nov 07, 2023 Q3 2023 |
20
shares
|
$20,434
0.02% of portfolio
|
Q4 2021
New holding
|
|
|
Corbenic Partners LLC
|
Jul 25, 2022 Q2 2022 |
20
shares
|
$20,434
0.0% of portfolio
|
Q1 2022
Added 100.0%
|
|
|
Berbice Capital Management LLC
Melville, NY |
Nov 12, 2025 Q3 2025 |
20
shares
|
$20,434
0.01% of portfolio
|
Q3 2025
Reduced 96.84%
|
|