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 4,336 institutions that hold shares in the stock, with a total of 759 Million shares, which have been reported (via 13F filing form) to have a value of $672 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Quadrature Capital LTD
London, X0 |
Feb 13, 2025 Q4 2024 |
52,038
shares
|
$46.8 Million
0.8% of portfolio
|
Q4 2024
Reduced 44.42%
|
|
|
Modera Wealth Management, LLC
|
Feb 05, 2025 Q4 2024 |
51,450
shares
|
$46.3 Million
0.49% of portfolio
|
Q4 2024
Reduced 3.17%
|
|
|
Associated Banc Corp
Green Bay, WI |
Feb 10, 2025 Q4 2024 |
51,403
shares
|
$46.2 Million
1.24% of portfolio
|
Q4 2024
Added 95.46%
|
|
|
Avantax Advisory Services, Inc.
|
Feb 07, 2025 Q4 2024 |
51,279
shares
|
$46.1 Million
0.25% of portfolio
|
Q4 2024
Added 10.65%
|
|
|
Traynor Capital Management, Inc.
|
Jan 17, 2025 Q4 2024 |
51,031
shares
|
$45.9 Million
2.68% of portfolio
|
Q4 2024
Added 6.24%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Apr 21, 2025 Q1 2025 |
51,017
shares
|
$45.9 Million
0.55% of portfolio
|
Q1 2025
Reduced 4.06%
|
|
|
Neos Investment Management LLC
Westport, CT |
Feb 12, 2025 Q4 2024 |
50,540
shares
|
$45.4 Million
0.92% of portfolio
|
Q4 2024
Added 29.07%
|
|
|
Braun Stacey Associates Inc
|
Apr 29, 2025 Q1 2025 |
50,323
shares
|
$45.2 Million
1.81% of portfolio
|
Q1 2025
Reduced 3.33%
|
|
|
Forvis Wealth Advisors, LLC
|
Feb 03, 2025 Q4 2024 |
50,068
shares
|
$45 Million
0.92% of portfolio
|
Q4 2024
Reduced 2.93%
|
|
|
Boussard & Gavaudan Investment Management LLP
London, X0 |
Feb 12, 2025 Q4 2024 |
50,000
shares
|
$44.9 Million
6.04% of portfolio
|
Q4 2024
New holding
|
|
|
First Merchants Corp
|
Apr 24, 2025 Q1 2025 |
49,816
shares
|
$44.8 Million
3.07% of portfolio
|
Q1 2025
Reduced 11.36%
|
|
|
Savant Capital, LLC
|
Jan 28, 2025 Q4 2024 |
49,730
shares
|
$44.7 Million
0.31% of portfolio
|
Q4 2024
Reduced 6.17%
|
|
|
Madison Asset Management, LLC
Madison, WI |
Feb 10, 2025 Q4 2024 |
49,648
shares
|
$44.6 Million
0.49% of portfolio
|
Q4 2024
Reduced 0.76%
|
|
|
Madison Investment Advisors, LLC
Madison, WI |
Feb 10, 2025 Q4 2024 |
49,648
shares
|
$44.6 Million
0.43% of portfolio
|
Q4 2024
New holding
|
|
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
Feb 07, 2025 Q4 2024 |
49,602
shares
|
$44.6 Million
2.16% of portfolio
|
Q4 2024
Added 17.99%
|
|
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
Oct 26, 2023 Q3 2023 |
49,580
shares
|
$44.6 Million
1.08% of portfolio
|
Q3 2023
Added 1.55%
|
|
|
Lvm Capital Management LTD
|
Apr 08, 2025 Q1 2025 |
49,570
shares
|
$44.6 Million
4.56% of portfolio
|
Q1 2025
Added 2.08%
|
|
|
Hartford Investment Management CO
|
Jan 29, 2025 Q4 2024 |
48,708
shares
|
$43.8 Million
1.26% of portfolio
|
Q4 2024
Reduced 1.9%
|
|
|
Personal Capital Advisors Corp
|
Feb 14, 2023 Q4 2022 |
48,691
shares
|
$43.8 Million
0.09% of portfolio
|
Q4 2022
Reduced 1.72%
|
|
|
Atria Investments LLC
Charlotte, NC |
Feb 06, 2025 Q4 2024 |
48,611
shares
|
$43.7 Million
0.5% of portfolio
|
Q4 2024
Added 5.69%
|
|
|
Congress Wealth Management LLC
Boston, MA |
Feb 11, 2025 Q4 2024 |
48,606
shares
|
$43.7 Million
0.54% of portfolio
|
Q4 2024
Added 1.88%
|
|
|
Advisory Services Network, LLC
|
Feb 13, 2025 Q4 2024 |
48,595
shares
|
$43.7 Million
0.73% of portfolio
|
Q4 2024
Reduced 1.97%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
48,177
shares
|
$43.3 Million
0.17% of portfolio
|
Q2 2023
Reduced 54.81%
|
|
|
Hudson Valley Investment Advisors Inc
|
Apr 11, 2025 Q1 2025 |
48,172
shares
|
$43.3 Million
4.76% of portfolio
|
Q1 2025
Reduced 0.12%
|
|
|
Metis Global Partners, LLC
|
Feb 05, 2025 Q4 2024 |
48,123
shares
|
$43.3 Million
1.14% of portfolio
|
Q4 2024
Added 1.93%
|