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 |
|---|---|---|---|---|---|
|
Strategic Wealth Partners, Ltd.
Independence, OH |
Feb 14, 2025 Q4 2024 |
14,301
shares
|
$11.1 Million
1.07% of portfolio
|
Q4 2024
Added 19.75%
|
|
|
Simplify Asset Management Inc.
New York, NY |
May 13, 2025 Q1 2025 |
14,290
shares
|
$11.1 Million
0.48% of portfolio
|
Q1 2025
Added 65.99%
|
|
|
Cookson Peirce & CO Inc
|
May 13, 2025 Q1 2025 |
14,258
shares
|
$11.1 Million
0.63% of portfolio
|
Q1 2025
Added 17.27%
|
|
|
Strategic Capital Advisers, Inc.
|
Jul 18, 2022 Q2 2022 |
14,214
shares
|
$11 Million
3.81% of portfolio
|
Q2 2022
Added 1.1%
|
|
|
Tcw Group Inc
|
May 07, 2025 Q1 2025 |
14,203
shares
|
$11 Million
0.11% of portfolio
|
Q1 2025
Added 12.82%
|
|
|
Icon Wealth Advisors, LLC
Houston, TX |
May 15, 2025 Q1 2025 |
14,202
shares
|
$11 Million
0.99% of portfolio
|
Q1 2025
Added 17.99%
|
|
|
Seaview Investment Managers LLC
|
May 13, 2025 Q1 2025 |
14,194
shares
|
$11 Million
2.91% of portfolio
|
Q1 2025
Added 13.44%
|
|
|
Hartline Investment Corp
Winnetka, IL |
Apr 28, 2025 Q1 2025 |
14,188
shares
|
$11 Million
1.57% of portfolio
|
Q1 2025
Reduced 8.56%
|
|
|
Sheets Smith Wealth Management
|
Jul 15, 2025 Q2 2025 |
14,186
shares
|
$11 Million
1.33% of portfolio
|
Q2 2025
Added 0.16%
|
|
|
Vest Gen Advisors, LLC
Inverness, IL |
May 13, 2025 Q1 2025 |
14,186
shares
|
$11 Million
0.53% of portfolio
|
Q1 2025
New holding
|
|
|
Amica Mutual Insurance CO
|
May 13, 2025 Q1 2025 |
14,154
shares
|
$11 Million
1.29% of portfolio
|
Q4 2024
Reduced 13.25%
|
|
|
Sea Crest Wealth Management, LLC
Purchase, NY |
Jul 11, 2025 Q2 2025 |
14,108
shares
|
$11 Million
1.26% of portfolio
|
Q2 2025
Reduced 12.04%
|
|
|
First National Bank Of Mount Dora, Trust Investment Services
|
Apr 15, 2025 Q1 2025 |
14,093
shares
|
$10.9 Million
2.96% of portfolio
|
Q1 2025
Added 41.99%
|
|
|
Hennion & Walsh Asset Management, Inc.
|
Apr 10, 2025 Q1 2025 |
14,083
shares
|
$10.9 Million
0.54% of portfolio
|
Q1 2025
Reduced 5.6%
|
|
|
Asset Planning,Inc
Cypress, CA |
May 08, 2025 Q1 2025 |
14,030
shares
|
$10.9 Million
9.09% of portfolio
|
Q1 2025
Reduced 1.69%
|
|
|
Sawgrass Asset Management LLC
|
Apr 22, 2025 Q1 2025 |
14,029
shares
|
$10.9 Million
1.43% of portfolio
|
Q1 2025
Reduced 8.07%
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
May 20, 2025 Q1 2025 |
14,016
shares
|
$10.9 Million
1.08% of portfolio
|
Q1 2025
Reduced 0.21%
|
|
|
Rockland Trust CO
|
Jul 10, 2025 Q2 2025 |
13,999
shares
|
$10.9 Million
0.54% of portfolio
|
Q2 2025
Added 1.74%
|
|
|
Mufg Securities Americas Inc.
New York, NY |
May 13, 2025 Q1 2025 |
13,947
shares
|
$10.8 Million
1.34% of portfolio
|
Q1 2025
Added 19.91%
|
|
|
Alpha Cubed Investments, LLC
|
Apr 29, 2025 Q1 2025 |
13,940
shares
|
$10.8 Million
0.52% of portfolio
|
Q1 2025
Added 11.78%
|
|
|
Motco
|
May 07, 2025 Q1 2025 |
13,875
shares
|
$10.8 Million
1.22% of portfolio
|
Q1 2025
Added 3.04%
|
|
|
Jacobi Capital Management LLC
|
May 27, 2025 Q1 2025 |
13,770
shares
|
$10.7 Million
0.87% of portfolio
|
Q1 2025
Added 0.28%
|
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
Jul 21, 2025 Q2 2025 |
13,747
shares
|
$10.7 Million
0.25% of portfolio
|
Q2 2025
Added 6.9%
|
|
|
First Citizens Bank & Trust CO
|
Apr 14, 2025 Q1 2025 |
13,731
shares
|
$10.7 Million
0.19% of portfolio
|
Q1 2025
Added 1.76%
|
|
|
Centaurus Financial, Inc.
|
May 14, 2025 Q1 2025 |
13,726
shares
|
$10.7 Million
0.79% of portfolio
|
Q1 2025
Reduced 4.93%
|