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 |
|---|---|---|---|---|---|
|
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%
|
|
|
Verition Fund Management LLC
Greenwich, CT |
May 15, 2025 Q1 2025 |
13,690
shares
|
$10.6 Million
0.06% of portfolio
|
Q1 2025
Reduced 1.47%
|
|
|
Bell & Brown Wealth Advisors, LLC
|
May 07, 2025 Q1 2025 |
13,647
shares
|
$10.6 Million
4.42% of portfolio
|
Q1 2025
Reduced 7.44%
|
|
|
Trexquant Investment LP
Stamford, CT |
May 14, 2025 Q1 2025 |
13,619
shares
|
$10.6 Million
0.14% of portfolio
|
Q1 2025
Added 208.05%
|
|
|
Denali Advisors LLC
|
May 05, 2025 Q1 2025 |
13,516
shares
|
$10.5 Million
1.3% of portfolio
|
Q1 2025
Reduced 1.26%
|
|
|
Marietta Wealth Management, LLC
|
Jul 22, 2025 Q2 2025 |
13,503
shares
|
$10.5 Million
1.45% of portfolio
|
Q2 2025
Added 2.08%
|
|
|
Smithbridge Asset Management Inc
|
Apr 16, 2025 Q1 2025 |
13,452
shares
|
$10.4 Million
2.08% of portfolio
|
Q1 2025
Reduced 5.96%
|
|
|
American Financial Advisors, LLC
|
Jul 10, 2025 Q2 2025 |
13,385
shares
|
$10.4 Million
1.53% of portfolio
|
Q2 2025
Reduced 0.1%
|
|
|
Bremer Bank National Association
|
Apr 10, 2025 Q1 2025 |
13,339
shares
|
$10.4 Million
2.03% of portfolio
|
Q1 2025
Added 4.33%
|
|
|
North Rock Partners, LLC
|
May 08, 2025 Q1 2025 |
13,321
shares
|
$10.3 Million
0.37% of portfolio
|
Q1 2025
Added 2.3%
|
|
|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
13,294
shares
|
$10.3 Million
0.12% of portfolio
|
Q3 2022
Added 177.36%
|
|
|
Fulton Bank, N.A.
|
Jul 10, 2025 Q2 2025 |
13,183
shares
|
$10.2 Million
0.82% of portfolio
|
Q2 2025
Reduced 5.82%
|
|
|
Union Heritage Capital, LLC
Bloomfield Hills, MI |
May 09, 2025 Q1 2025 |
13,120
shares
|
$10.2 Million
4.04% of portfolio
|
Q1 2024
Added 19.27%
|
|
|
Algert Global LLC
San Francisco, CA |
May 13, 2025 Q1 2025 |
13,106
shares
|
$10.2 Million
0.27% of portfolio
|
Q1 2025
Added 6.92%
|
|
|
Bailard, Inc.
|
May 02, 2025 Q1 2025 |
13,067
shares
|
$10.1 Million
0.28% of portfolio
|
Q1 2025
Added 0.17%
|
|
|
Alley Investment Management Company, LLC
|
Jul 17, 2025 Q2 2025 |
13,057
shares
|
$10.1 Million
1.28% of portfolio
|
Q2 2025
Added 0.52%
|
|
|
Affinity Wealth Management LLC
Wilmington, DE |
Jul 15, 2025 Q2 2025 |
13,029
shares
|
$10.1 Million
1.79% of portfolio
|
Q2 2025
Added 1.61%
|
|
|
Ally Financial Inc.
Detroit, MI |
May 14, 2025 Q1 2025 |
13,000
shares
|
$10.1 Million
1.22% of portfolio
|
Q1 2025
Added 44.44%
|
|
|
Texas Capital Bank Wealth Management Services Inc
|
May 13, 2025 Q1 2025 |
12,991
shares
|
$10.1 Million
1.1% of portfolio
|
Q1 2025
Added 4.01%
|
|
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
Apr 17, 2025 Q1 2025 |
12,937
shares
|
$10 Million
0.73% of portfolio
|
Q1 2025
Added 8.79%
|
|
|
Alberta Investment Management Corp
Edmonton, A0 |
May 08, 2025 Q1 2025 |
12,900
shares
|
$10 Million
0.08% of portfolio
|
Q1 2025
Reduced 14.0%
|
|
|
Rnc Capital Management LLC
|
May 15, 2025 Q1 2025 |
12,883
shares
|
$10 Million
0.58% of portfolio
|
Q1 2025
Reduced 2.17%
|
|
|
Bourgeon Capital Management LLC
|
Jul 18, 2025 Q2 2025 |
12,871
shares
|
$9.99 Million
2.04% of portfolio
|
Q2 2025
Added 1311.29%
|
|
|
Wellington Shields & Co., LLC
New York, NY |
May 08, 2025 Q1 2025 |
12,871
shares
|
$9.99 Million
3.41% of portfolio
|
Q1 2025
Reduced 2.75%
|