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 |
|---|---|---|---|---|---|
|
First Citizens Bank & Trust CO
|
Jul 30, 2025 Q2 2025 |
15,513
shares
|
$11.8 Million
0.19% of portfolio
|
Q2 2025
Added 12.98%
|
|
|
Mission Wealth Management, LP
|
Aug 05, 2025 Q2 2025 |
15,481
shares
|
$11.8 Million
0.26% of portfolio
|
Q2 2025
Added 6.43%
|
|
|
Nwk Group, Inc.
San Francisco, CA |
Aug 04, 2025 Q2 2025 |
15,459
shares
|
$11.8 Million
4.34% of portfolio
|
Q2 2025
Reduced 0.31%
|
|
|
Quilter PLC
|
Apr 24, 2025 Q1 2025 |
15,433
shares
|
$11.7 Million
0.27% of portfolio
|
Q1 2025
Added 7.52%
|
|
|
Murphy Capital Management Inc
|
Jul 13, 2022 Q2 2022 |
15,432
shares
|
$11.7 Million
0.69% of portfolio
|
Q2 2022
Reduced 3.08%
|
|
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
Jul 24, 2025 Q2 2025 |
15,418
shares
|
$11.7 Million
2.02% of portfolio
|
Q2 2025
Reduced 1.83%
|
|
|
Strategy Asset Managers LLC
|
Aug 07, 2025 Q2 2025 |
15,316
shares
|
$11.6 Million
2.25% of portfolio
|
Q2 2025
Added 3.52%
|
|
|
Mesirow Financial Investment Management, Inc.
|
Aug 04, 2025 Q2 2025 |
15,275
shares
|
$11.6 Million
0.25% of portfolio
|
Q2 2025
Reduced 2.53%
|
|
|
Balasa Dinverno & Foltz LLC
Itasca, IL |
Oct 25, 2022 Q3 2022 |
15,259
shares
|
$11.6 Million
0.31% of portfolio
|
Q3 2022
Reduced 3.89%
|
|
|
Princeton Capital Management LLC
Red Bank, NJ |
Aug 06, 2025 Q2 2025 |
15,148
shares
|
$11.5 Million
3.58% of portfolio
|
Q2 2025
Reduced 1.71%
|
|
|
Hyman Charles D
|
Jul 25, 2024 Q2 2024 |
15,143
shares
|
$11.5 Million
0.76% of portfolio
|
Q2 2024
Reduced 0.82%
|
|
|
J. Goldman & CO LP
New York, NY |
Aug 14, 2025 Q2 2025 |
15,053
shares
|
$11.4 Million
0.31% of portfolio
|
Q2 2025
Reduced 50.46%
|
|
|
Richard Bernstein Advisors LLC
|
Aug 06, 2025 Q2 2025 |
15,045
shares
|
$11.4 Million
0.29% of portfolio
|
Q2 2025
Reduced 4.48%
|
|
|
Adell Harriman & Carpenter Inc
|
Aug 04, 2025 Q2 2025 |
15,022
shares
|
$11.4 Million
0.78% of portfolio
|
Q2 2025
Added 4.79%
|
|
|
Hennion & Walsh Asset Management, Inc.
|
Aug 07, 2025 Q2 2025 |
15,010
shares
|
$11.4 Million
0.5% of portfolio
|
Q2 2025
Added 6.58%
|
|
|
Ally Financial Inc.
Detroit, MI |
Aug 13, 2025 Q2 2025 |
15,000
shares
|
$11.4 Million
1.34% of portfolio
|
Q2 2025
Added 15.38%
|
|
|
Efg Asset Management (North America) Corp.
|
Aug 05, 2025 Q2 2025 |
14,938
shares
|
$11.4 Million
1.73% of portfolio
|
Q2 2025
Added 27.01%
|
|
|
Gkv Capital Management Co., Inc.
Walnut Creek, CA |
Aug 11, 2025 Q2 2025 |
14,929
shares
|
$11.3 Million
5.15% of portfolio
|
Q2 2025
Reduced 0.17%
|
|
|
Apg Asset Management Us Inc.
New York, NY |
Aug 12, 2025 Q2 2025 |
14,917
shares
|
$11.3 Million
0.09% of portfolio
|
Q4 2024
Added 11.63%
|
|
|
Transform Wealth, LLC
|
Apr 15, 2025 Q1 2025 |
14,912
shares
|
$11.3 Million
0.77% of portfolio
|
Q1 2025
Added 91.72%
|
|
|
Nemes Rush Group LLC
Novi, MI |
Aug 12, 2025 Q2 2025 |
14,898
shares
|
$11.3 Million
1.26% of portfolio
|
Q2 2025
Added 3.86%
|
|
|
Alpha Cubed Investments, LLC
|
Aug 07, 2025 Q2 2025 |
14,852
shares
|
$11.3 Million
0.44% of portfolio
|
Q2 2025
Added 6.54%
|
|
|
Cookson Peirce & CO Inc
|
Jul 30, 2025 Q2 2025 |
14,833
shares
|
$11.3 Million
0.53% of portfolio
|
Q2 2025
Added 4.03%
|
|
|
Diadema Partners LP
Morristown, NJ |
Aug 14, 2025 Q2 2025 |
14,816
shares
|
$11.3 Million
3.52% of portfolio
|
Q2 2025
Reduced 23.24%
|
|
|
Motco
|
Aug 01, 2025 Q2 2025 |
14,768
shares
|
$11.2 Million
1.13% of portfolio
|
Q2 2025
Added 6.44%
|