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 4,352 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 $682 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Tru Wealth Advisors, LLC
|
Apr 10, 2025 Q1 2025 |
32,082
shares
|
$28.8 Million
1.7% of portfolio
|
Q1 2025
Added 2.72%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Feb 14, 2025 Q4 2024 |
32,016
shares
|
$28.8 Million
0.39% of portfolio
|
Q4 2024
Added 84.64%
|
|
|
Oddo Bhf Asset Management Sas
Paris, I0 |
Feb 12, 2025 Q4 2024 |
31,969
shares
|
$28.7 Million
1.24% of portfolio
|
Q4 2024
Reduced 17.49%
|
|
|
Picton Mahoney Asset Management
Toronto, A6 |
Apr 02, 2025 Q4 2024 |
31,863
shares
|
$28.6 Million
0.5% of portfolio
|
Q4 2024
New holding
|
|
|
Burney CO
Reston, VA |
Jan 14, 2025 Q4 2024 |
31,695
shares
|
$28.5 Million
0.98% of portfolio
|
Q4 2024
Reduced 4.16%
|
|
|
Summit Partners Public Asset Management, LLC
Boston, MA |
Feb 14, 2025 Q4 2024 |
31,592
shares
|
$28.4 Million
0.59% of portfolio
|
Q4 2024
Reduced 56.43%
|
|
|
Advisors Asset Management, Inc.
Monument, CO |
Feb 10, 2025 Q4 2024 |
31,373
shares
|
$28.2 Million
0.46% of portfolio
|
Q4 2024
Reduced 23.35%
|
|
|
Saratoga Research & Investment Management
|
Feb 12, 2025 Q4 2024 |
31,307
shares
|
$28.1 Million
1.22% of portfolio
|
Q4 2024
New holding
|
|
|
Meeder Asset Management Inc
|
Feb 12, 2025 Q4 2024 |
31,292
shares
|
$28.1 Million
1.69% of portfolio
|
Q4 2024
Reduced 16.75%
|
|
|
Fullerton Fund Management CO Ltd.
Singapore, U0 |
Feb 14, 2025 Q4 2024 |
31,202
shares
|
$28 Million
0.88% of portfolio
|
Q4 2024
Reduced 13.4%
|
|
|
Covea Finance
|
Apr 22, 2025 Q1 2025 |
31,100
shares
|
$28 Million
1.17% of portfolio
|
Q1 2025
New holding
|
|
|
Sumitomo Life Insurance CO
|
May 02, 2025 Q1 2025 |
30,720
shares
|
$27.6 Million
0.91% of portfolio
|
Q1 2025
Added 22.44%
|
|
|
Hantz Financial Services, Inc.
|
Jan 23, 2025 Q4 2024 |
30,709
shares
|
$27.6 Million
0.41% of portfolio
|
Q4 2024
Added 70.98%
|
|
|
Calamos Wealth Management LLC
|
Apr 28, 2025 Q1 2025 |
30,691
shares
|
$27.6 Million
1.32% of portfolio
|
Q1 2025
Added 8.51%
|
|
|
Bridgeway Capital Management, LLC
Houston, TX |
Feb 14, 2025 Q4 2024 |
30,604
shares
|
$27.5 Million
0.56% of portfolio
|
Q4 2024
Reduced 7.5%
|
|
|
Jacobs & CO
|
Apr 02, 2025 Q1 2025 |
29,812
shares
|
$26.8 Million
2.62% of portfolio
|
Q1 2025
Added 1.43%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
29,655
shares
|
$26.7 Million
0.65% of portfolio
|
Q4 2023
New holding
|
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
29,460
shares
|
$26.5 Million
0.24% of portfolio
|
Q3 2023
Reduced 8.12%
|
|
|
Integrated Wealth Concepts LLC
|
Feb 14, 2025 Q4 2024 |
29,438
shares
|
$26.5 Million
0.28% of portfolio
|
Q4 2024
Added 5.44%
|
|
|
Sound View Wealth Advisors Group, LLC
|
Feb 07, 2025 Q4 2024 |
29,417
shares
|
$26.4 Million
1.85% of portfolio
|
Q4 2024
Added 6.72%
|
|
|
Eagle Asset Management Inc
St Petersburg, FL |
Nov 12, 2024 Q3 2024 |
29,394
shares
|
$26.4 Million
0.16% of portfolio
|
Q3 2024
Added 33.8%
|
|
|
Connor, Clark & Lunn Investment Management Ltd.
|
Feb 10, 2025 Q4 2024 |
29,330
shares
|
$26.4 Million
0.11% of portfolio
|
Q4 2024
Reduced 49.47%
|
|
|
Dsg Capital Advisors, LLC
Edina, MN |
Apr 25, 2025 Q1 2025 |
29,262
shares
|
$26.3 Million
4.88% of portfolio
|
Q1 2025
Added 0.11%
|
|
|
Sit Investment Associates Inc
Minneapolis, MN |
Feb 13, 2025 Q4 2024 |
29,218
shares
|
$26.3 Million
0.51% of portfolio
|
Q4 2024
Added 11.52%
|
|
|
Kovitz Investment Group Partners, LLC
|
Feb 14, 2025 Q4 2024 |
29,141
shares
|
$26.2 Million
0.08% of portfolio
|
Q4 2024
Reduced 36.83%
|