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 4,446 institutions that hold shares in the stock, with a total of 782 Million shares, which have been reported (via 13F filing form) to have a value of $594 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Bradley Foster & Sargent Inc
Hartford, CT |
Aug 11, 2025 Q2 2025 |
25,071
shares
|
$19.1 Million
0.32% of portfolio
|
Q2 2025
Added 2.97%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Jul 16, 2025 Q2 2025 |
25,055
shares
|
$19 Million
0.36% of portfolio
|
Q2 2025
Reduced 2.46%
|
|
|
Cary Street Partners Financial LLC
Richmond, VA |
Aug 13, 2025 Q2 2025 |
25,052
shares
|
$19 Million
0.55% of portfolio
|
Q2 2025
Reduced 3.45%
|
|
|
Wetherby Asset Management Inc
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
25,010
shares
|
$19 Million
0.89% of portfolio
|
Q2 2025
Added 3.21%
|
|
|
Integral Health Asset Management, LLC
|
Aug 14, 2025 Q2 2025 |
25,000
shares
|
$19 Million
1.97% of portfolio
|
Q2 2025
New holding
|
|
|
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%
|
|
|
Polaris Wealth Advisory Group, LLC
|
Oct 11, 2023 Q3 2023 |
24,879
shares
|
$18.9 Million
1.03% of portfolio
|
Q3 2023
Reduced 13.15%
|
|
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
Jul 23, 2025 Q2 2025 |
24,781
shares
|
$18.8 Million
3.22% of portfolio
|
Q2 2025
Added 12.29%
|
|
|
Elgethun Capital Management
Sioux Falls, SD |
Aug 12, 2025 Q2 2025 |
24,637
shares
|
$18.7 Million
4.13% of portfolio
|
Q2 2025
Added 0.0%
|
|
|
Jag Capital Management, LLC
|
Jul 28, 2025 Q2 2025 |
24,617
shares
|
$18.7 Million
2.19% of portfolio
|
Q2 2025
Added 1.12%
|
|
|
Busey Wealth Management
|
Jul 11, 2025 Q2 2025 |
24,376
shares
|
$18.5 Million
0.59% of portfolio
|
Q2 2025
Added 2.53%
|
|
|
Nfj Investment Group, LLC
Dallas, TX |
Aug 14, 2025 Q2 2025 |
24,363
shares
|
$18.5 Million
0.69% of portfolio
|
Q1 2025
Added 73.7%
|
|
|
Gw&K Investment Management, LLC
Boston, MA |
Aug 11, 2025 Q2 2025 |
24,279
shares
|
$18.5 Million
0.17% of portfolio
|
Q2 2025
Reduced 2.45%
|
|
|
Quantitative Investment Management, LLC
Charlottesville, VA |
Aug 14, 2025 Q2 2025 |
24,236
shares
|
$18.4 Million
2.53% of portfolio
|
Q2 2025
New holding
|
|
|
Payden & Rygel Investment Group
Los Angeles, CA |
Aug 09, 2024 Q2 2024 |
24,220
shares
|
$18.4 Million
1.77% of portfolio
|
Q2 2024
Reduced 8.67%
|
|
|
Gofen & Glossberg LLC
|
Jan 13, 2023 Q4 2022 |
24,176
shares
|
$18.4 Million
0.23% of portfolio
|
Q4 2022
Added 1.56%
|
|
|
Essex Financial Services, Inc.
|
Jul 16, 2025 Q2 2025 |
24,170
shares
|
$18.4 Million
1.32% of portfolio
|
Q2 2025
Reduced 3.66%
|
|
|
Navellier & Associates Inc
Reno, NV |
Aug 07, 2025 Q2 2025 |
24,141
shares
|
$18.4 Million
2.49% of portfolio
|
Q2 2025
Reduced 1.69%
|
|
|
Bdf Gestion
Paris, I0 |
Jul 11, 2025 Q2 2025 |
24,098
shares
|
$18.3 Million
2.1% of portfolio
|
Q2 2025
Reduced 9.83%
|
|
|
Advisors Asset Management, Inc.
Monument, CO |
Aug 12, 2025 Q2 2025 |
24,096
shares
|
$18.3 Million
0.35% of portfolio
|
Q2 2025
Reduced 7.72%
|
|
|
Greenleaf Trust
Kalamazoo, MI |
Jul 17, 2025 Q2 2025 |
24,090
shares
|
$18.3 Million
0.17% of portfolio
|
Q2 2025
Reduced 7.83%
|
|
|
Tocqueville Asset Management L.P.
New York, NY |
Aug 12, 2025 Q2 2025 |
24,004
shares
|
$18.2 Million
0.29% of portfolio
|
Q2 2025
Reduced 5.42%
|
|
|
Moore Capital Management, LP
New York, NY |
Aug 14, 2025 Q2 2025 |
24,000
shares
|
$18.2 Million
0.27% of portfolio
|
Q2 2025
New holding
|
|
|
Bli Banque De Luxembourg Investments
Luxembourg City, N4 |
Aug 13, 2025 Q2 2025 |
24,000
shares
|
$18.2 Million
0.53% of portfolio
|
Q2 2025
New holding
|
|
|
Ardevora Asset Management LLP
|
Feb 01, 2024 Q4 2023 |
23,952
shares
|
$18.2 Million
1.24% of portfolio
|
Q4 2023
Reduced 31.92%
|