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 |
|---|---|---|---|---|---|
|
Jacobs Levy Equity Management, Inc
Florham Park, NJ |
May 15, 2025 Q1 2025 |
18,088
shares
|
$13.8 Million
0.06% of portfolio
|
Q1 2025
Added 499.54%
|
|
|
Transcend Capital Advisors, LLC
|
Apr 24, 2025 Q1 2025 |
18,038
shares
|
$13.7 Million
1.07% of portfolio
|
Q1 2025
Added 4.06%
|
|
|
Cutter Capital Management, LP
New York, NY |
May 15, 2025 Q1 2025 |
18,000
shares
|
$13.7 Million
6.47% of portfolio
|
Q1 2025
New holding
|
|
|
Gimbal Financial
Carmel, IN |
Apr 23, 2025 Q1 2025 |
17,995
shares
|
$13.7 Million
13.41% of portfolio
|
Q1 2025
Reduced 0.73%
|
|
|
Gamma Investing LLC
Foster City, CA |
Jul 14, 2025 Q2 2025 |
17,984
shares
|
$13.7 Million
0.89% of portfolio
|
Q2 2025
Reduced 0.09%
|
|
|
Winthrop Capital Management, LLC
Carmel, IN |
May 06, 2025 Q1 2025 |
17,956
shares
|
$13.7 Million
4.08% of portfolio
|
Q1 2025
Added 0.42%
|
|
|
Twin Capital Management Inc
|
May 05, 2025 Q1 2025 |
17,947
shares
|
$13.7 Million
1.79% of portfolio
|
Q1 2025
Reduced 1.98%
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
May 13, 2025 Q1 2025 |
17,943
shares
|
$13.7 Million
2.34% of portfolio
|
Q1 2025
Reduced 1.06%
|
|
|
Univest Financial Corp
|
May 08, 2025 Q1 2025 |
17,938
shares
|
$13.7 Million
1.0% of portfolio
|
Q1 2025
Added 468.74%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Apr 30, 2025 Q1 2025 |
17,907
shares
|
$13.6 Million
0.31% of portfolio
|
Q1 2025
Added 0.31%
|
|
|
Soa Wealth Advisors, Llc.
|
Jul 18, 2025 Q2 2025 |
17,781
shares
|
$13.6 Million
1.54% of portfolio
|
Q2 2025
Added 56.65%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Apr 29, 2025 Q1 2025 |
17,756
shares
|
$13.5 Million
0.39% of portfolio
|
Q1 2025
Added 7.13%
|
|
|
Hardman Johnston Global Advisors LLC
|
Jul 21, 2025 Q2 2025 |
17,749
shares
|
$13.5 Million
0.65% of portfolio
|
Q2 2025
Reduced 2.13%
|
|
|
Key Bridge Compliance, LLC
Covington, KY |
Oct 13, 2023 Q3 2023 |
17,721
shares
|
$13.5 Million
2.98% of portfolio
|
Q3 2023
New holding
|
|
|
Pallas Capital Advisors LLC
Braintree, MA |
Jul 09, 2025 Q2 2025 |
17,687
shares
|
$13.5 Million
0.57% of portfolio
|
Q2 2025
Reduced 10.71%
|
|
|
Ballentine Partners, LLC
Waltham, MA |
Jul 15, 2025 Q2 2025 |
17,584
shares
|
$13.4 Million
0.21% of portfolio
|
Q2 2025
Reduced 2.06%
|
|
|
Wedbush Securities Inc
|
May 06, 2025 Q1 2025 |
17,537
shares
|
$13.4 Million
0.53% of portfolio
|
Q1 2025
Reduced 3.64%
|
|
|
American National Bank
|
Jul 16, 2025 Q2 2025 |
17,515
shares
|
$13.3 Million
1.47% of portfolio
|
Q2 2025
Added 23.81%
|
|
|
Redpoint Investment Management Pty LTD
|
Oct 14, 2022 Q3 2022 |
17,414
shares
|
$13.3 Million
0.82% of portfolio
|
Q3 2022
Reduced 13.59%
|
|
|
Congress Asset Management CO
|
Jul 16, 2025 Q2 2025 |
17,410
shares
|
$13.3 Million
0.1% of portfolio
|
Q2 2025
Reduced 91.22%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
May 15, 2025 Q1 2025 |
17,347
shares
|
$13.2 Million
0.69% of portfolio
|
Q1 2025
Added 8.03%
|
|
|
Shelton Capital Management
Denver, CO |
May 15, 2025 Q1 2025 |
17,328
shares
|
$13.2 Million
0.34% of portfolio
|
Q1 2025
Reduced 2.77%
|
|
|
Ccm Investment Advisers LLC
|
Jul 15, 2025 Q2 2025 |
17,322
shares
|
$13.2 Million
1.47% of portfolio
|
Q2 2025
Added 9.7%
|
|
|
Ascent Group, LLC
|
Jul 21, 2025 Q2 2025 |
17,246
shares
|
$13.1 Million
0.55% of portfolio
|
Q2 2025
Added 15.74%
|
|
|
Nj State Employees Deferred Compensation Plan
|
May 09, 2025 Q1 2025 |
17,160
shares
|
$13.1 Million
1.86% of portfolio
|
Q2 2024
Reduced 16.54%
|