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 |
|---|---|---|---|---|---|
|
Group One Trading, L.P.
Chicago, IL |
Aug 13, 2025 Q2 2025 |
14,754
shares
|
$11.2 Million
0.43% of portfolio
|
Q2 2025
Added 205.21%
|
|
|
Fi3 Financial Advisors, LLC
|
Aug 13, 2025 Q2 2025 |
14,722
shares
|
$11.2 Million
4.18% of portfolio
|
Q2 2025
Reduced 1.98%
|
|
|
Wedmont Private Capital
|
Jul 10, 2025 Q2 2025 |
14,698
shares
|
$11.2 Million
0.5% of portfolio
|
Q2 2025
Added 0.2%
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
14,630
shares
|
$11.1 Million
0.02% of portfolio
|
Q3 2022
Added 0.97%
|
|
|
Wilbanks Smith & Thomas Asset Management LLC
|
May 07, 2024 Q1 2024 |
14,613
shares
|
$11.1 Million
0.32% of portfolio
|
Q1 2024
Reduced 0.96%
|
|
|
Seeyond
Paris, I0 |
Feb 13, 2023 Q4 2022 |
14,606
shares
|
$11.1 Million
0.52% of portfolio
|
Q4 2022
Added 25.9%
|
|
|
Finer Wealth Management, Inc.
Salem, MA |
Aug 13, 2025 Q2 2025 |
14,564
shares
|
$11.1 Million
6.23% of portfolio
|
Q2 2025
Reduced 2.89%
|
|
|
Clari Vest Asset Management LLC
San Diego, CA |
Nov 12, 2024 Q3 2024 |
14,487
shares
|
$11 Million
1.28% of portfolio
|
Q2 2024
Reduced 3.14%
|
|
|
Pko Investment Management Joint Stock CO
Warsaw, R9 |
Jul 31, 2025 Q2 2025 |
14,426
shares
|
$11 Million
1.21% of portfolio
|
Q2 2025
Added 50.27%
|
|
|
North Rock Partners, LLC
|
Jul 25, 2025 Q2 2025 |
14,419
shares
|
$11 Million
0.33% of portfolio
|
Q2 2025
Added 8.24%
|
|
|
Dynamic Advisor Solutions LLC
|
Jul 09, 2025 Q2 2025 |
14,369
shares
|
$10.9 Million
0.36% of portfolio
|
Q2 2025
Reduced 2.62%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Jul 30, 2025 Q2 2025 |
14,335
shares
|
$10.9 Million
0.62% of portfolio
|
Q2 2025
Added 11.56%
|
|
|
Strategic Capital Advisers, Inc.
|
Jul 18, 2022 Q2 2022 |
14,214
shares
|
$10.8 Million
3.81% of portfolio
|
Q2 2022
Added 1.1%
|
|
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
Aug 01, 2025 Q2 2025 |
14,196
shares
|
$10.8 Million
3.88% of portfolio
|
Q2 2025
Reduced 2.43%
|
|
|
Sheets Smith Wealth Management
|
Jul 15, 2025 Q2 2025 |
14,186
shares
|
$10.8 Million
1.33% of portfolio
|
Q2 2025
Added 0.16%
|
|
|
Amica Mutual Insurance CO
|
Aug 07, 2025 Q2 2025 |
14,154
shares
|
$10.8 Million
1.06% of portfolio
|
Q4 2024
Reduced 13.25%
|
|
|
Icon Wealth Advisors, LLC
Houston, TX |
Aug 14, 2025 Q2 2025 |
14,133
shares
|
$10.7 Million
0.83% of portfolio
|
Q2 2025
Reduced 0.49%
|
|
|
First National Bank Of Mount Dora, Trust Investment Services
|
Jul 29, 2025 Q2 2025 |
14,131
shares
|
$10.7 Million
2.59% of portfolio
|
Q2 2025
Added 0.27%
|
|
|
Simplify Asset Management Inc.
New York, NY |
Aug 07, 2025 Q2 2025 |
14,117
shares
|
$10.7 Million
0.65% of portfolio
|
Q2 2025
Reduced 1.21%
|
|
|
Sea Crest Wealth Management, LLC
Purchase, NY |
Jul 11, 2025 Q2 2025 |
14,108
shares
|
$10.7 Million
1.26% of portfolio
|
Q2 2025
Reduced 12.04%
|
|
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
Jul 24, 2025 Q2 2025 |
14,064
shares
|
$10.7 Million
0.68% of portfolio
|
Q2 2025
Added 8.71%
|
|
|
Summit Financial, LLC
Parsippany, NJ |
Aug 13, 2025 Q2 2025 |
14,062
shares
|
$10.7 Million
0.25% of portfolio
|
Q2 2025
Added 12.6%
|
|
|
Ostrum Asset Management
Paris, I0 |
Aug 13, 2025 Q2 2025 |
14,060
shares
|
$10.7 Million
0.51% of portfolio
|
Q2 2025
Added 10.09%
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
Aug 19, 2025 Q2 2025 |
14,054
shares
|
$10.7 Million
0.96% of portfolio
|
Q2 2025
Added 0.27%
|
|
|
Rockland Trust CO
|
Jul 10, 2025 Q2 2025 |
13,999
shares
|
$10.6 Million
0.54% of portfolio
|
Q2 2025
Added 1.74%
|