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 4,384 institutions that hold shares in the stock, with a total of 821 Million shares, which have been reported (via 13F filing form) to have a value of $586 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Chesley Taft & Associates LLC
|
Apr 10, 2025 Q1 2025 |
23,035
shares
|
$16.4 Million
0.93% of portfolio
|
Q1 2025
Added 3.19%
|
|
|
Exchange Traded Concepts, LLC
|
Apr 17, 2025 Q1 2025 |
22,956
shares
|
$16.4 Million
0.35% of portfolio
|
Q1 2025
Reduced 40.85%
|
|
|
Callan Family Office, LLC
Radnor, PA |
May 12, 2025 Q1 2025 |
22,926
shares
|
$16.4 Million
1.42% of portfolio
|
Q1 2025
Added 1.87%
|
|
|
Montag A & Associates Inc
Atlanta, GA |
May 05, 2025 Q1 2025 |
22,922
shares
|
$16.4 Million
0.96% of portfolio
|
Q1 2025
Reduced 2.44%
|
|
|
Americana Partners, LLC
Houston, TX |
May 12, 2025 Q1 2025 |
22,845
shares
|
$16.3 Million
0.8% of portfolio
|
Q1 2025
Added 13.43%
|
|
|
Raub Brock Capital Management LP
|
Apr 16, 2025 Q1 2025 |
22,670
shares
|
$16.2 Million
4.25% of portfolio
|
Q1 2025
Reduced 5.58%
|
|
|
Anderson Hoagland & CO
|
Apr 09, 2025 Q1 2025 |
22,647
shares
|
$16.2 Million
2.03% of portfolio
|
Q4 2024
Reduced 0.58%
|
|
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
May 07, 2025 Q1 2025 |
22,466
shares
|
$16 Million
2.23% of portfolio
|
Q1 2025
Added 1.45%
|
|
|
Huber Capital Management LLC
El Segundo, CA |
May 14, 2025 Q1 2025 |
22,437
shares
|
$16 Million
3.58% of portfolio
|
Q2 2024
Reduced 2.6%
|
|
|
Everence Capital Management Inc
|
Apr 22, 2025 Q1 2025 |
22,280
shares
|
$15.9 Million
1.25% of portfolio
|
Q1 2025
Reduced 0.27%
|
|
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
Apr 21, 2025 Q1 2025 |
22,069
shares
|
$15.8 Million
3.82% of portfolio
|
Q1 2025
Reduced 0.33%
|
|
|
Trust Investment Advisors
|
May 02, 2025 Q1 2025 |
22,060
shares
|
$15.7 Million
12.14% of portfolio
|
Q1 2025
Added 3.14%
|
|
|
Moors & Cabot, Inc.
Boston, MA |
May 08, 2025 Q1 2025 |
22,036
shares
|
$15.7 Million
0.96% of portfolio
|
Q1 2025
Added 7.82%
|
|
|
Thoroughbred Financial Services, LLC
|
May 09, 2025 Q1 2025 |
22,019
shares
|
$15.7 Million
1.14% of portfolio
|
Q1 2025
Added 5.9%
|
|
|
Cypress Asset Management Inc
Houston, TX |
Feb 24, 2025 Q4 2024 |
21,972
shares
|
$15.7 Million
4.38% of portfolio
|
Q4 2024
Added 2.31%
|
|
|
Jarislowsky, Fraser LTD
|
May 12, 2025 Q1 2025 |
21,922
shares
|
$15.6 Million
0.13% of portfolio
|
Q1 2025
Reduced 3.69%
|
|
|
Partnership Wealth Management, LLC
Towson, MD |
Apr 07, 2025 Q1 2025 |
21,827
shares
|
$15.6 Million
15.3% of portfolio
|
Q1 2025
Added 0.06%
|
|
|
Mc Gowan Group Asset Management, Inc.
Dallas, TX |
May 14, 2025 Q1 2025 |
21,808
shares
|
$15.6 Million
3.08% of portfolio
|
Q1 2025
Added 0.14%
|
|
|
Chronos Wealth Management, LLC
|
Apr 10, 2025 Q1 2025 |
21,785
shares
|
$15.5 Million
9.8% of portfolio
|
Q1 2025
Reduced 5.54%
|
|
|
Copeland Capital Management, LLC
|
Apr 24, 2025 Q1 2025 |
21,682
shares
|
$15.5 Million
0.37% of portfolio
|
Q1 2025
Reduced 1.86%
|
|
|
Connors Investor Services Inc
Wyomissing, PA |
May 12, 2025 Q1 2025 |
21,635
shares
|
$15.4 Million
1.78% of portfolio
|
Q1 2025
Added 0.96%
|
|
|
Narwhal Capital Management
|
Apr 22, 2025 Q1 2025 |
21,531
shares
|
$15.4 Million
1.64% of portfolio
|
Q1 2025
Reduced 4.12%
|
|
|
Canandaigua National Trust CO Of Florida
Canandaigua, NY |
Apr 25, 2025 Q1 2025 |
21,441
shares
|
$15.3 Million
15.61% of portfolio
|
Q1 2025
Reduced 1.29%
|
|
|
Founders Grove Wealth Partners, LLC
Richmond, VA |
Apr 16, 2025 Q1 2025 |
21,399
shares
|
$15.3 Million
4.92% of portfolio
|
Q1 2025
Reduced 4.27%
|
|
|
Barlow Wealth Partners, Inc.
Louisville, KY |
Apr 28, 2025 Q1 2025 |
21,365
shares
|
$15.2 Million
2.48% of portfolio
|
Q1 2025
Added 1867.31%
|