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 4,396 institutions that hold shares in the stock, with a total of 807 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 |
|---|---|---|---|---|---|
|
Brr Op Co, LLC
|
Nov 08, 2022 Q3 2022 |
25,611
shares
|
$19.5 Million
1.02% of portfolio
|
Q3 2022
Added 10.55%
|
|
|
Sandy Spring Bank
|
May 12, 2025 Q1 2025 |
25,550
shares
|
$19.5 Million
0.91% of portfolio
|
Q1 2025
Added 21.64%
|
|
|
Tocqueville Asset Management L.P.
New York, NY |
May 13, 2025 Q1 2025 |
25,380
shares
|
$19.3 Million
0.35% of portfolio
|
Q1 2025
Reduced 1.03%
|
|
|
King Wealth
Saratoga Springs, NY |
May 08, 2025 Q1 2025 |
25,368
shares
|
$19.3 Million
3.18% of portfolio
|
Q1 2025
Reduced 2.88%
|
|
|
Merit Financial Group, LLC
|
Apr 09, 2025 Q1 2025 |
25,303
shares
|
$19.3 Million
0.32% of portfolio
|
Q1 2025
Added 23.12%
|
|
|
Exchange Traded Concepts, LLC
|
Jul 10, 2025 Q2 2025 |
25,240
shares
|
$19.2 Million
0.26% of portfolio
|
Q2 2025
Added 9.95%
|
|
|
Northwestern Mutual Investment Management Company, LLC
|
May 14, 2025 Q1 2025 |
25,061
shares
|
$19.1 Million
0.33% of portfolio
|
Q1 2025
Added 0.17%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Jul 16, 2025 Q2 2025 |
25,055
shares
|
$19.1 Million
0.36% of portfolio
|
Q2 2025
Reduced 2.46%
|
|
|
Peachtree Investment Partners, LLC
Vero Beach, FL |
May 12, 2025 Q1 2025 |
24,936
shares
|
$19 Million
8.17% of portfolio
|
Q1 2025
Reduced 2.7%
|
|
|
Gw&K Investment Management, LLC
Boston, MA |
May 05, 2025 Q1 2025 |
24,889
shares
|
$19 Million
0.19% of portfolio
|
Q1 2025
Added 2.4%
|
|
|
Phoenix Holdings Ltd.
Givatayim, L3 |
May 07, 2025 Q1 2025 |
24,889
shares
|
$19 Million
0.32% of portfolio
|
Q1 2025
Added 30.74%
|
|
|
Polaris Wealth Advisory Group, LLC
|
Oct 11, 2023 Q3 2023 |
24,879
shares
|
$19 Million
1.03% of portfolio
|
Q3 2023
Reduced 13.15%
|
|
|
Argent Trust CO
Nashville, TN |
May 09, 2025 Q1 2025 |
24,838
shares
|
$18.9 Million
0.86% of portfolio
|
Q1 2025
Added 1.23%
|
|
|
United Services Automobile Association
San Antonio, TX |
May 15, 2025 Q1 2025 |
24,729
shares
|
$18.8 Million
0.63% of portfolio
|
Q4 2024
Reduced 0.47%
|
|
|
Elgethun Capital Management
Sioux Falls, SD |
May 09, 2025 Q1 2025 |
24,636
shares
|
$18.8 Million
4.87% of portfolio
|
Q1 2025
Reduced 0.22%
|
|
|
Walter & Keenan Wealth Management LLC
|
Apr 21, 2025 Q1 2025 |
24,603
shares
|
$18.8 Million
6.16% of portfolio
|
Q1 2025
Added 0.06%
|
|
|
Navellier & Associates Inc
Reno, NV |
May 06, 2025 Q1 2025 |
24,556
shares
|
$18.7 Million
3.06% of portfolio
|
Q1 2025
Reduced 5.55%
|
|
|
Schonfeld Strategic Advisors LLC
New York, NY |
May 15, 2025 Q1 2025 |
24,547
shares
|
$18.7 Million
0.13% of portfolio
|
Q1 2025
Added 16.78%
|
|
|
I A Global Asset Management Inc.
Quebec, A8 |
May 09, 2025 Q1 2025 |
24,530
shares
|
$18.7 Million
0.35% of portfolio
|
Q1 2025
Reduced 0.73%
|
|
|
Great Lakes Advisors, LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
24,479
shares
|
$18.7 Million
0.2% of portfolio
|
Q1 2025
Reduced 5.42%
|
|
|
Allstate Corp
Northbrook, IL |
May 14, 2025 Q1 2025 |
24,421
shares
|
$18.6 Million
0.61% of portfolio
|
Q1 2025
Added 1.79%
|
|
|
Creative Financial Designs Inc
|
Apr 23, 2025 Q1 2025 |
24,407
shares
|
$18.6 Million
1.66% of portfolio
|
Q1 2025
Added 49.56%
|
|
|
Busey Wealth Management
|
Jul 11, 2025 Q2 2025 |
24,376
shares
|
$18.6 Million
0.59% of portfolio
|
Q2 2025
Added 2.53%
|
|
|
Nfj Investment Group, LLC
Dallas, TX |
May 14, 2025 Q1 2025 |
24,363
shares
|
$18.6 Million
0.7% of portfolio
|
Q1 2025
Added 73.7%
|
|
|
Bradley Foster & Sargent Inc
Hartford, CT |
May 13, 2025 Q1 2025 |
24,349
shares
|
$18.6 Million
0.36% of portfolio
|
Q1 2025
Added 23.64%
|