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 |
|---|---|---|---|---|---|
|
Hm Payson & CO
Portland, ME |
Apr 29, 2025 Q1 2025 |
21,340
shares
|
$15.2 Million
0.31% of portfolio
|
Q1 2025
Reduced 0.96%
|
|
|
Covington Investment Advisors Inc.
Ligonier, PA |
May 12, 2025 Q1 2025 |
21,285
shares
|
$15.2 Million
2.73% of portfolio
|
Q4 2024
Reduced 3.01%
|
|
|
Venturi Wealth Management, LLC
Austin, TX |
May 06, 2025 Q1 2025 |
21,283
shares
|
$15.2 Million
0.99% of portfolio
|
Q1 2025
Added 19.46%
|
|
|
Chicago Partners Investment Group LLC
|
May 09, 2025 Q1 2025 |
21,211
shares
|
$15.1 Million
0.62% of portfolio
|
Q1 2025
Added 12.25%
|
|
|
Bath Savings Trust CO
|
Apr 07, 2025 Q1 2025 |
21,156
shares
|
$15.1 Million
1.84% of portfolio
|
Q1 2025
Reduced 1.51%
|
|
|
Ferguson Wellman Capital Management, Inc
|
Apr 15, 2025 Q1 2025 |
21,098
shares
|
$15.1 Million
0.35% of portfolio
|
Q1 2025
Added 1.34%
|
|
|
Ritholtz Wealth Management
|
Apr 16, 2025 Q1 2025 |
21,074
shares
|
$15 Million
0.53% of portfolio
|
Q1 2025
Reduced 0.58%
|
|
|
Jupiter Asset Management LTD
|
May 09, 2025 Q1 2025 |
21,059
shares
|
$15 Million
0.18% of portfolio
|
Q1 2025
Reduced 0.58%
|
|
|
Talbot Financial, LLC
Bellevue, WA |
Apr 09, 2025 Q1 2025 |
21,016
shares
|
$15 Million
2.17% of portfolio
|
Q1 2025
Reduced 1.22%
|
|
|
Banque Cantonale Vaudoise
|
May 08, 2025 Q1 2025 |
20,920
shares
|
$14.9 Million
0.76% of portfolio
|
Q1 2025
Reduced 7.11%
|
|
|
Ea Series Trust
Havertown, PA |
Jul 27, 2023 Q2 2023 |
20,882
shares
|
$14.9 Million
0.34% of portfolio
|
Q2 2023
New holding
|
|
|
Jamison Private Wealth Management, Inc.
Milton, GA |
Apr 21, 2025 Q1 2025 |
20,879
shares
|
$14.9 Million
2.63% of portfolio
|
Q1 2025
Reduced 3.62%
|
|
|
Ffg Partners, LLC
Fort Lauderdale, FL |
Apr 23, 2025 Q1 2025 |
20,856
shares
|
$14.9 Million
7.09% of portfolio
|
Q1 2025
Added 3.9%
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
20,767
shares
|
$14.8 Million
0.21% of portfolio
|
Q2 2024
Added 0.5%
|
|
|
Elser Financial Planning, Inc
Indianapolis, IN |
Apr 21, 2025 Q1 2025 |
20,710
shares
|
$14.8 Million
23.67% of portfolio
|
Q1 2025
Added 5.96%
|
|
|
Harvest Fund Management Co., LTD
Beijing, F4 |
May 07, 2025 Q1 2025 |
20,688
shares
|
$14.8 Million
0.86% of portfolio
|
Q1 2025
Added 7.7%
|
|
|
Valiant Capital Management, L.P.
San Francisco, CA |
May 15, 2025 Q1 2025 |
20,626
shares
|
$14.7 Million
1.67% of portfolio
|
Q4 2024
Reduced 30.14%
|
|
|
Rossmore Private Capital
Glastonbury, CT |
May 12, 2025 Q1 2025 |
20,543
shares
|
$14.7 Million
2.12% of portfolio
|
Q1 2025
Added 4.76%
|
|
|
Quadrant Capital Group LLC
Cincinnati, OH |
May 13, 2025 Q1 2025 |
20,540
shares
|
$14.7 Million
0.64% of portfolio
|
Q1 2025
Added 98.32%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Apr 30, 2025 Q1 2025 |
20,497
shares
|
$14.6 Million
0.47% of portfolio
|
Q1 2025
Reduced 14.42%
|
|
|
Sycomore Asset Management
|
May 14, 2025 Q1 2025 |
20,238
shares
|
$14.4 Million
2.61% of portfolio
|
Q4 2024
Reduced 3.86%
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
May 12, 2025 Q1 2025 |
20,198
shares
|
$14.4 Million
0.59% of portfolio
|
Q1 2025
Reduced 0.91%
|
|
|
Cheyne Capital Management (Uk) LLP
|
Feb 12, 2024 Q4 2023 |
20,154
shares
|
$14.4 Million
45.03% of portfolio
|
Q4 2023
Added 6.24%
|
|
|
Pendal Group LTD
|
Jan 19, 2023 Q4 2022 |
20,089
shares
|
$14.3 Million
0.06% of portfolio
|
Q4 2022
Reduced 17.76%
|
|
|
Cozad Asset Management Inc
Champaign, IL |
May 07, 2025 Q1 2025 |
20,066
shares
|
$14.3 Million
1.71% of portfolio
|
Q1 2025
Added 5.04%
|