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 |
|---|---|---|---|---|---|
|
Congress Asset Management CO
|
Jul 16, 2025 Q2 2025 |
17,410
shares
|
$13.2 Million
0.1% of portfolio
|
Q2 2025
Reduced 91.22%
|
|
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
Jul 24, 2025 Q2 2025 |
17,395
shares
|
$13.2 Million
0.57% of portfolio
|
Q2 2025
Added 14.4%
|
|
|
River Front Investment Group, LLC
Richmond, VA |
Aug 12, 2025 Q2 2025 |
17,373
shares
|
$13.2 Million
0.28% of portfolio
|
Q2 2025
Added 85.0%
|
|
|
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%
|
|
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
Aug 12, 2025 Q2 2025 |
17,335
shares
|
$13.2 Million
0.9% of portfolio
|
Q2 2025
Added 15.67%
|
|
|
Ccm Investment Advisers LLC
|
Jul 15, 2025 Q2 2025 |
17,322
shares
|
$13.2 Million
1.47% of portfolio
|
Q2 2025
Added 9.7%
|
|
|
Imc Chicago, LLC
|
Jul 22, 2025 Q2 2025 |
17,293
shares
|
$13.1 Million
0.38% of portfolio
|
Q2 2025
New holding
|
|
|
Vest Gen Advisors, LLC
Inverness, IL |
Aug 13, 2025 Q2 2025 |
17,270
shares
|
$13.1 Million
0.54% of portfolio
|
Q2 2025
Added 21.74%
|
|
|
Ascent Group, LLC
|
Jul 21, 2025 Q2 2025 |
17,246
shares
|
$13.1 Million
0.55% of portfolio
|
Q2 2025
Added 15.74%
|
|
|
Meeder Advisory Services, Inc.
Dublin, OH |
Aug 07, 2025 Q2 2025 |
17,227
shares
|
$13.1 Million
0.7% of portfolio
|
Q2 2025
Added 1.65%
|
|
|
Nj State Employees Deferred Compensation Plan
|
Aug 05, 2025 Q2 2025 |
17,160
shares
|
$13 Million
1.63% of portfolio
|
Q2 2024
Reduced 16.54%
|
|
|
Gimbal Financial
Carmel, IN |
Jul 30, 2025 Q2 2025 |
17,160
shares
|
$13 Million
8.22% of portfolio
|
Q2 2025
Reduced 4.64%
|
|
|
Shelton Capital Management
Denver, CO |
Aug 13, 2025 Q2 2025 |
17,149
shares
|
$13 Million
0.31% of portfolio
|
Q2 2025
Reduced 1.03%
|
|
|
Gouws Capital LLC
|
Aug 07, 2025 Q2 2025 |
17,147
shares
|
$13 Million
7.43% of portfolio
|
Q2 2025
Added 1.14%
|
|
|
L & S Advisors Inc
Los Angeles, CA |
Aug 08, 2025 Q2 2025 |
17,101
shares
|
$13 Million
1.55% of portfolio
|
Q2 2025
Added 6.38%
|
|
|
Symphony Financial, Ltd. Co.
|
Aug 14, 2025 Q2 2025 |
17,026
shares
|
$12.9 Million
1.16% of portfolio
|
Q2 2025
Reduced 92.43%
|
|
|
Hbk Sorce Advisory LLC
Erie, PA |
Aug 04, 2025 Q2 2025 |
17,003
shares
|
$12.9 Million
0.48% of portfolio
|
Q2 2025
Reduced 0.15%
|
|
|
Codex Capital, L.L.C.
New York, NY |
May 07, 2024 Q1 2024 |
17,000
shares
|
$12.9 Million
6.45% of portfolio
|
Q1 2024
Reduced 5.56%
|
|
|
Codex Capital Asset Management L.L.C.
Dallas, TX |
Aug 13, 2025 Q2 2025 |
17,000
shares
|
$12.9 Million
5.3% of portfolio
|
Q3 2024
Reduced 5.56%
|
|
|
Wcm Investment Management, LLC
Laguna Beach, CA |
Jul 28, 2025 Q2 2025 |
16,993
shares
|
$12.9 Million
0.03% of portfolio
|
Q2 2025
Added 0.22%
|
|
|
Fine Mark National Bank & Trust
Fort Myers, FL |
Aug 11, 2025 Q2 2025 |
16,955
shares
|
$12.9 Million
0.46% of portfolio
|
Q2 2025
Reduced 9.14%
|
|
|
Hartline Investment Corp
Winnetka, IL |
Jul 29, 2025 Q2 2025 |
16,949
shares
|
$12.9 Million
1.55% of portfolio
|
Q2 2025
Added 19.46%
|
|
|
Diversified Trust CO
|
Jul 11, 2025 Q2 2025 |
16,834
shares
|
$12.8 Million
0.37% of portfolio
|
Q2 2025
Added 1.32%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
16,811
shares
|
$12.8 Million
0.23% of portfolio
|
Q2 2020
Added 13.61%
|
|
|
Proficio Capital Partners LLC
Newton, MA |
Aug 07, 2025 Q2 2025 |
16,806
shares
|
$12.8 Million
0.07% of portfolio
|
Q2 2025
Reduced 7.87%
|