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 4,395 institutions that hold shares in the stock, with a total of 808 Million shares, which have been reported (via 13F filing form) to have a value of $615 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Windsor Group LTD
|
Oct 24, 2023 Q3 2023 |
53,054
shares
|
$40.4 Million
5.22% of portfolio
|
Q3 2023
Reduced 12.31%
|
|
|
First American Bank
Dundee, IL |
Jul 16, 2025 Q2 2025 |
53,028
shares
|
$40.4 Million
2.83% of portfolio
|
Q2 2025
Reduced 3.06%
|
|
|
Hb Wealth Management, LLC
|
Jul 17, 2025 Q2 2025 |
52,801
shares
|
$40.2 Million
0.34% of portfolio
|
Q2 2025
Reduced 4.51%
|
|
|
Sofinnova Investments, Inc.
Menlo Park, CA |
May 15, 2025 Q1 2025 |
52,800
shares
|
$40.2 Million
3.21% of portfolio
|
Q1 2025
Added 267.59%
|
|
|
Cypress Capital Group
|
May 12, 2025 Q1 2025 |
52,370
shares
|
$39.9 Million
5.79% of portfolio
|
Q1 2025
Reduced 2.68%
|
|
|
Savant Capital, LLC
|
May 08, 2025 Q1 2025 |
51,730
shares
|
$39.4 Million
0.32% of portfolio
|
Q1 2025
Added 4.02%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Apr 21, 2025 Q1 2025 |
51,017
shares
|
$38.8 Million
0.55% of portfolio
|
Q1 2025
Reduced 4.06%
|
|
|
Lvm Capital Management LTD
|
Jul 02, 2025 Q2 2025 |
50,756
shares
|
$38.7 Million
4.11% of portfolio
|
Q2 2025
Added 2.39%
|
|
|
Kempen Capital Management N.V.
Amsterdam, P7 |
May 14, 2025 Q1 2025 |
50,744
shares
|
$38.6 Million
0.46% of portfolio
|
Q1 2025
Added 76.17%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
May 13, 2025 Q1 2025 |
50,328
shares
|
$38.3 Million
0.36% of portfolio
|
Q1 2025
Added 12.53%
|
|
|
Braun Stacey Associates Inc
|
Apr 29, 2025 Q1 2025 |
50,323
shares
|
$38.3 Million
1.81% of portfolio
|
Q1 2025
Reduced 3.33%
|
|
|
Modera Wealth Management, LLC
|
May 08, 2025 Q1 2025 |
50,214
shares
|
$38.2 Million
0.57% of portfolio
|
Q1 2025
Reduced 2.4%
|
|
|
Davis R M Inc
Portland, ME |
May 08, 2025 Q1 2025 |
49,967
shares
|
$38 Million
0.84% of portfolio
|
Q1 2025
Added 12.71%
|
|
|
First Merchants Corp
|
Apr 24, 2025 Q1 2025 |
49,816
shares
|
$37.9 Million
3.07% of portfolio
|
Q1 2025
Reduced 11.36%
|
|
|
Madison Investment Advisors, LLC
Madison, WI |
Feb 10, 2025 Q4 2024 |
49,648
shares
|
$37.8 Million
0.43% of portfolio
|
Q4 2024
New holding
|
|
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
Oct 26, 2023 Q3 2023 |
49,580
shares
|
$37.8 Million
1.08% of portfolio
|
Q3 2023
Added 1.55%
|
|
|
Madison Asset Management, LLC
Madison, WI |
May 06, 2025 Q1 2025 |
49,495
shares
|
$37.7 Million
0.51% of portfolio
|
Q1 2025
Reduced 0.31%
|
|
|
Martingale Asset Management L P
Boston, MA |
May 14, 2025 Q1 2025 |
49,041
shares
|
$37.3 Million
1.05% of portfolio
|
Q1 2025
Added 3.81%
|
|
|
Aptus Capital Advisors, LLC
|
May 13, 2025 Q1 2025 |
48,867
shares
|
$37.2 Million
0.45% of portfolio
|
Q1 2025
Added 10.61%
|
|
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
May 14, 2025 Q1 2025 |
48,701
shares
|
$37.1 Million
2.38% of portfolio
|
Q1 2025
Reduced 1.82%
|
|
|
Personal Capital Advisors Corp
|
Feb 14, 2023 Q4 2022 |
48,691
shares
|
$37.1 Million
0.09% of portfolio
|
Q4 2022
Reduced 1.72%
|
|
|
Nomura Holdings Inc
Tokyo, M0 |
May 15, 2025 Q1 2025 |
48,308
shares
|
$36.8 Million
0.08% of portfolio
|
Q1 2025
Reduced 8.27%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
48,177
shares
|
$36.7 Million
0.17% of portfolio
|
Q2 2023
Reduced 54.81%
|
|
|
Hudson Valley Investment Advisors Inc
|
Apr 11, 2025 Q1 2025 |
48,172
shares
|
$36.7 Million
4.76% of portfolio
|
Q1 2025
Reduced 0.12%
|
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
48,079
shares
|
$36.6 Million
0.77% of portfolio
|
Q4 2023
Added 0.23%
|