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 4,399 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 $627 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Globalt Investments LLC / Ga
Atlanta, GA |
May 07, 2025 Q1 2025 |
15,289
shares
|
$11.9 Million
0.52% of portfolio
|
Q1 2025
Reduced 2.82%
|
|
|
Balasa Dinverno & Foltz LLC
Itasca, IL |
Oct 25, 2022 Q3 2022 |
15,259
shares
|
$11.8 Million
0.31% of portfolio
|
Q3 2022
Reduced 3.89%
|
|
|
Hilton Capital Management, LLC
|
May 13, 2025 Q1 2025 |
15,235
shares
|
$11.8 Million
1.16% of portfolio
|
Q1 2025
Added 0.23%
|
|
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
Apr 08, 2025 Q1 2025 |
15,205
shares
|
$11.8 Million
0.65% of portfolio
|
Q1 2025
Added 14.44%
|
|
|
Hyman Charles D
|
Jul 25, 2024 Q2 2024 |
15,143
shares
|
$11.8 Million
0.76% of portfolio
|
Q2 2024
Reduced 0.82%
|
|
|
Spinnaker Trust
|
Apr 25, 2025 Q1 2025 |
15,070
shares
|
$11.7 Million
0.82% of portfolio
|
Q1 2025
Reduced 13.73%
|
|
|
Fi3 Financial Advisors, LLC
|
May 09, 2025 Q1 2025 |
15,019
shares
|
$11.7 Million
5.07% of portfolio
|
Q1 2025
Added 0.68%
|
|
|
Finer Wealth Management, Inc.
Salem, MA |
May 12, 2025 Q1 2025 |
14,998
shares
|
$11.6 Million
7.51% of portfolio
|
Q1 2025
Reduced 3.31%
|
|
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
Apr 24, 2025 Q1 2025 |
14,987
shares
|
$11.6 Million
0.92% of portfolio
|
Q1 2025
Added 0.69%
|
|
|
Apg Asset Management Us Inc.
New York, NY |
May 14, 2025 Q1 2025 |
14,917
shares
|
$11.6 Million
0.1% of portfolio
|
Q4 2024
Added 11.63%
|
|
|
Transform Wealth, LLC
|
Apr 15, 2025 Q1 2025 |
14,912
shares
|
$11.6 Million
0.77% of portfolio
|
Q1 2025
Added 91.72%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
May 12, 2025 Q1 2025 |
14,900
shares
|
$11.6 Million
0.18% of portfolio
|
Q1 2025
Reduced 2.39%
|
|
|
Hartford Financial Management Inc.
|
Apr 21, 2025 Q1 2025 |
14,894
shares
|
$11.6 Million
2.68% of portfolio
|
Q3 2024
Reduced 0.11%
|
|
|
Strategy Asset Managers LLC
|
May 09, 2025 Q1 2025 |
14,795
shares
|
$11.5 Million
2.54% of portfolio
|
Q1 2025
Reduced 6.47%
|
|
|
Wedmont Private Capital
|
Jul 10, 2025 Q2 2025 |
14,698
shares
|
$11.4 Million
0.5% of portfolio
|
Q2 2025
Added 0.2%
|
|
|
Laurel Wealth Advisors LLC
Charlotte, NC |
Apr 15, 2025 Q1 2025 |
14,675
shares
|
$11.4 Million
1.94% of portfolio
|
Q1 2025
Reduced 4.74%
|
|
|
Sirios Capital Management L P
Boston, MA |
May 15, 2025 Q1 2025 |
14,675
shares
|
$11.4 Million
2.54% of portfolio
|
Q1 2025
Reduced 4.55%
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
14,630
shares
|
$11.4 Million
0.02% of portfolio
|
Q3 2022
Added 0.97%
|
|
|
Wilbanks Smith & Thomas Asset Management LLC
|
May 07, 2024 Q1 2024 |
14,613
shares
|
$11.3 Million
0.32% of portfolio
|
Q1 2024
Reduced 0.96%
|
|
|
Seeyond
Paris, I0 |
Feb 13, 2023 Q4 2022 |
14,606
shares
|
$11.3 Million
0.52% of portfolio
|
Q4 2022
Added 25.9%
|
|
|
Core Alternative Capital
|
Apr 29, 2025 Q1 2025 |
14,593
shares
|
$11.3 Million
3.07% of portfolio
|
Q1 2025
Reduced 9.57%
|
|
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
May 09, 2025 Q1 2025 |
14,549
shares
|
$11.3 Million
4.53% of portfolio
|
Q1 2025
Reduced 0.81%
|
|
|
Mission Wealth Management, LP
|
Apr 17, 2025 Q1 2025 |
14,546
shares
|
$11.3 Million
0.3% of portfolio
|
Q1 2025
Added 0.36%
|
|
|
Clari Vest Asset Management LLC
San Diego, CA |
Nov 12, 2024 Q3 2024 |
14,487
shares
|
$11.2 Million
1.28% of portfolio
|
Q2 2024
Reduced 3.14%
|
|
|
Dynamic Advisor Solutions LLC
|
Jul 09, 2025 Q2 2025 |
14,369
shares
|
$11.2 Million
0.36% of portfolio
|
Q2 2025
Reduced 2.62%
|