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 |
|---|---|---|---|---|---|
|
Jag Capital Management, LLC
|
Apr 24, 2025 Q1 2025 |
24,344
shares
|
$18.6 Million
2.76% of portfolio
|
Q1 2025
Added 57.33%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
May 08, 2025 Q1 2025 |
24,288
shares
|
$18.5 Million
0.81% of portfolio
|
Q1 2025
Added 54.61%
|
|
|
Wetherby Asset Management Inc
San Francisco, CA |
Feb 14, 2025 Q4 2024 |
24,231
shares
|
$18.5 Million
0.92% of portfolio
|
Q4 2024
Reduced 6.19%
|
|
|
Payden & Rygel Investment Group
Los Angeles, CA |
Aug 09, 2024 Q2 2024 |
24,220
shares
|
$18.5 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%
|
|
|
Bdf Gestion
Paris, I0 |
Jul 11, 2025 Q2 2025 |
24,098
shares
|
$18.4 Million
2.1% of portfolio
|
Q2 2025
Reduced 9.83%
|
|
|
Greenleaf Trust
Kalamazoo, MI |
Jul 17, 2025 Q2 2025 |
24,090
shares
|
$18.4 Million
0.17% of portfolio
|
Q2 2025
Reduced 7.83%
|
|
|
Guggenheim Capital LLC
Chicago, IL |
May 14, 2025 Q1 2025 |
24,020
shares
|
$18.3 Million
0.19% of portfolio
|
Q1 2025
Reduced 25.79%
|
|
|
Ardevora Asset Management LLP
|
Feb 01, 2024 Q4 2023 |
23,952
shares
|
$18.3 Million
1.24% of portfolio
|
Q4 2023
Reduced 31.92%
|
|
|
Stratos Wealth Advisors, LLC
|
Apr 30, 2025 Q1 2025 |
23,942
shares
|
$18.2 Million
1.13% of portfolio
|
Q1 2025
Added 503.07%
|
|
|
Park Avenue Securities LLC
|
Jul 14, 2025 Q2 2025 |
23,900
shares
|
$18.2 Million
0.17% of portfolio
|
Q2 2025
Added 1.01%
|
|
|
London CO Of Virginia
Richmond, VA |
May 15, 2025 Q1 2025 |
23,799
shares
|
$18.1 Million
0.12% of portfolio
|
Q3 2024
Reduced 3.28%
|
|
|
Franklin Street Advisors Inc
|
Jul 21, 2025 Q2 2025 |
23,782
shares
|
$18.1 Million
1.15% of portfolio
|
Q2 2025
Added 37.33%
|
|
|
Vestmark Advisory Solutions, Inc.
|
May 13, 2025 Q1 2025 |
23,702
shares
|
$18.1 Million
0.55% of portfolio
|
Q1 2025
Added 95.71%
|
|
|
Parsons Capital Management Inc
|
Jul 18, 2025 Q2 2025 |
23,695
shares
|
$18.1 Million
1.17% of portfolio
|
Q2 2025
Reduced 9.4%
|
|
|
First Trust Investment Solutions L.P.
Naples, FL |
Nov 13, 2024 Q3 2024 |
23,691
shares
|
$18.1 Million
2.36% of portfolio
|
Q3 2024
Added 214.58%
|
|
|
Catalio Capital Management, LP
New York, NY |
May 15, 2025 Q1 2025 |
23,682
shares
|
$18 Million
4.76% of portfolio
|
Q1 2025
New holding
|
|
|
Donaldson Capital Management, LLC
Evansville, IN |
Apr 15, 2025 Q1 2025 |
23,608
shares
|
$18 Million
0.75% of portfolio
|
Q1 2025
Added 1.4%
|
|
|
Lombard Odier Asset Management (Europe) LTD
London, X0 |
May 15, 2025 Q1 2025 |
23,598
shares
|
$18 Million
1.92% of portfolio
|
Q1 2025
Added 75.78%
|
|
|
Community Trust & Investment CO
|
Jul 10, 2025 Q2 2025 |
23,589
shares
|
$18 Million
1.09% of portfolio
|
Q2 2025
Added 35.27%
|
|
|
Coldstream Capital Management Inc
|
May 13, 2025 Q1 2025 |
23,529
shares
|
$17.9 Million
0.42% of portfolio
|
Q1 2025
Added 1.19%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
23,495
shares
|
$17.9 Million
0.37% of portfolio
|
Q2 2025
Added 31.81%
|
|
|
Journey Advisory Group, LLC
|
May 13, 2025 Q1 2025 |
23,474
shares
|
$17.9 Million
1.62% of portfolio
|
Q1 2025
Reduced 5.37%
|
|
|
Allworth Financial LP
|
Apr 30, 2025 Q1 2025 |
23,432
shares
|
$17.9 Million
0.11% of portfolio
|
Q1 2025
Added 56.7%
|