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 |
|---|---|---|---|---|---|
|
Cambridge Trust CO
Boston, MA |
May 30, 2024 Q1 2024 |
32,440
shares
|
$24.7 Million
0.97% of portfolio
|
Q1 2024
Added 196.8%
|
|
|
Stratos Wealth Partners, Ltd.
|
Apr 30, 2025 Q1 2025 |
32,382
shares
|
$24.7 Million
0.42% of portfolio
|
Q1 2025
Reduced 6.17%
|
|
|
De Burlo Group Inc
Boston, MA |
May 07, 2025 Q1 2025 |
32,188
shares
|
$24.5 Million
3.94% of portfolio
|
Q1 2025
Added 34.46%
|
|
|
Winslow Asset Management Inc
|
May 02, 2025 Q1 2025 |
32,078
shares
|
$24.4 Million
5.84% of portfolio
|
Q1 2025
Reduced 2.94%
|
|
|
Integrated Wealth Concepts LLC
|
May 15, 2025 Q1 2025 |
31,329
shares
|
$23.9 Million
0.32% of portfolio
|
Q1 2025
Added 6.42%
|
|
|
Choate Investment Advisors
Boston, MA |
May 14, 2025 Q1 2025 |
31,294
shares
|
$23.8 Million
0.65% of portfolio
|
Q1 2025
Added 69.25%
|
|
|
Sheaff Brock Investment Advisors, LLC
|
May 07, 2025 Q1 2025 |
31,149
shares
|
$23.7 Million
2.39% of portfolio
|
Q1 2025
Reduced 3.38%
|
|
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
May 09, 2025 Q1 2025 |
31,023
shares
|
$23.6 Million
2.06% of portfolio
|
Q1 2025
Reduced 7.56%
|
|
|
Total Wealth Planning, LLC
|
Jul 15, 2025 Q2 2025 |
31,003
shares
|
$23.6 Million
3.25% of portfolio
|
Q2 2025
New holding
|
|
|
First American Trust, Fsb
|
May 12, 2025 Q1 2025 |
30,986
shares
|
$23.6 Million
2.44% of portfolio
|
Q1 2025
Added 6.37%
|
|
|
Bridgeway Capital Management, LLC
Houston, TX |
May 15, 2025 Q1 2025 |
30,959
shares
|
$23.6 Million
0.68% of portfolio
|
Q1 2025
Added 1.16%
|
|
|
Tompkins Financial Corp
|
Jul 10, 2025 Q2 2025 |
30,927
shares
|
$23.6 Million
2.26% of portfolio
|
Q2 2025
Reduced 6.48%
|
|
|
Sumitomo Life Insurance CO
|
May 02, 2025 Q1 2025 |
30,720
shares
|
$23.4 Million
0.91% of portfolio
|
Q1 2025
Added 22.44%
|
|
|
Calamos Wealth Management LLC
|
Apr 28, 2025 Q1 2025 |
30,691
shares
|
$23.4 Million
1.32% of portfolio
|
Q1 2025
Added 8.51%
|
|
|
Longbow Finance Sa
Lutry, V8 |
May 06, 2025 Q1 2025 |
30,674
shares
|
$23.4 Million
3.03% of portfolio
|
Q1 2025
Added 68.05%
|
|
|
Fiera Capital Corp
Montreal, A8 |
May 07, 2025 Q1 2025 |
30,670
shares
|
$23.4 Million
0.1% of portfolio
|
Q1 2025
Added 12.97%
|
|
|
Jacobs & CO
|
Jul 02, 2025 Q2 2025 |
30,605
shares
|
$23.3 Million
2.37% of portfolio
|
Q2 2025
Added 2.66%
|
|
|
Dsg Capital Advisors, LLC
Edina, MN |
Jul 15, 2025 Q2 2025 |
30,455
shares
|
$23.2 Million
4.22% of portfolio
|
Q2 2025
Added 4.08%
|
|
|
Saratoga Research & Investment Management
|
May 12, 2025 Q1 2025 |
30,436
shares
|
$23.2 Million
1.33% of portfolio
|
Q1 2025
Reduced 2.78%
|
|
|
J. Goldman & CO LP
New York, NY |
May 15, 2025 Q1 2025 |
30,388
shares
|
$23.1 Million
0.66% of portfolio
|
Q1 2025
Added 13.48%
|
|
|
Sit Investment Associates Inc
Minneapolis, MN |
May 13, 2025 Q1 2025 |
30,362
shares
|
$23.1 Million
0.59% of portfolio
|
Q1 2025
Added 3.92%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
30,277
shares
|
$23.1 Million
0.82% of portfolio
|
Q1 2025
Added 67.61%
|
|
|
Burney CO
Reston, VA |
May 06, 2025 Q1 2025 |
30,148
shares
|
$23 Million
1.04% of portfolio
|
Q1 2025
Reduced 4.88%
|
|
|
Mario Gabelli
Gamco Investors, Inc. Et Al | Rye, Ny
|
May 14, 2025 Q1 2025 |
30,070
shares
|
$22.9 Million
0.3% of portfolio
|
Q1 2025
Reduced 10.35%
|
|
|
Kmg Fiduciary Partners, LLC
|
Jul 09, 2025 Q2 2025 |
30,002
shares
|
$22.8 Million
1.78% of portfolio
|
Q2 2025
Added 4.16%
|