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 |
|---|---|---|---|---|---|
|
Affinity Wealth Management LLC
Wilmington, DE |
Jul 15, 2025 Q2 2025 |
13,029
shares
|
$9.9 Million
1.79% of portfolio
|
Q2 2025
Added 1.61%
|
|
|
Bailard, Inc.
|
Aug 08, 2025 Q2 2025 |
12,990
shares
|
$9.87 Million
0.24% of portfolio
|
Q2 2025
Reduced 0.59%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 25, 2025 Q2 2025 |
12,987
shares
|
$9.87 Million
0.24% of portfolio
|
Q2 2025
Reduced 66.07%
|
|
|
Globalt Investments LLC / Ga
Atlanta, GA |
Jul 31, 2025 Q2 2025 |
12,925
shares
|
$9.82 Million
0.39% of portfolio
|
Q2 2025
Reduced 15.46%
|
|
|
Sustainable Insight Capital Management, LLC
New York, NY |
Aug 06, 2025 Q2 2025 |
12,884
shares
|
$9.79 Million
4.58% of portfolio
|
Q2 2025
Added 37.55%
|
|
|
Bourgeon Capital Management LLC
|
Jul 18, 2025 Q2 2025 |
12,871
shares
|
$9.78 Million
2.04% of portfolio
|
Q2 2025
Added 1311.29%
|
|
|
Plancorp, LLC
|
Jul 15, 2025 Q2 2025 |
12,833
shares
|
$9.75 Million
0.35% of portfolio
|
Q2 2025
Added 0.08%
|
|
|
Smithbridge Asset Management Inc
|
Jul 29, 2025 Q2 2025 |
12,787
shares
|
$9.72 Million
1.78% of portfolio
|
Q2 2025
Reduced 4.94%
|
|
|
Denali Advisors LLC
|
Jul 30, 2025 Q2 2025 |
12,776
shares
|
$9.71 Million
1.07% of portfolio
|
Q2 2025
Reduced 5.47%
|
|
|
Wellington Shields & Co., LLC
New York, NY |
Aug 05, 2025 Q2 2025 |
12,765
shares
|
$9.7 Million
2.92% of portfolio
|
Q2 2025
Reduced 0.82%
|
|
|
Profund Advisors LLC
|
Aug 07, 2025 Q2 2025 |
12,758
shares
|
$9.7 Million
0.37% of portfolio
|
Q2 2025
Added 8.73%
|
|
|
Gm Advisory Group, Inc.
Melville, NY |
Aug 12, 2025 Q2 2025 |
12,730
shares
|
$9.68 Million
0.5% of portfolio
|
Q2 2025
Added 6.63%
|
|
|
Texas Capital Bank Wealth Management Services Inc
|
Aug 13, 2025 Q2 2025 |
12,713
shares
|
$9.66 Million
0.94% of portfolio
|
Q2 2025
Reduced 2.14%
|
|
|
Timber Creek Capital Management LLC
|
Aug 12, 2025 Q2 2025 |
12,677
shares
|
$9.64 Million
2.67% of portfolio
|
Q2 2025
Reduced 0.56%
|
|
|
Cornerstone Wealth Group, LLC
|
Jul 28, 2025 Q2 2025 |
12,661
shares
|
$9.62 Million
0.73% of portfolio
|
Q2 2025
Added 1.02%
|
|
|
Providence Wealth Advisors, LLC
Frankfort, IL |
Aug 12, 2025 Q2 2025 |
12,661
shares
|
$9.62 Million
7.0% of portfolio
|
Q2 2025
Reduced 0.77%
|
|
|
Wade G W & Inc
Wellesley, MA |
Feb 08, 2024 Q4 2023 |
12,639
shares
|
$9.61 Million
0.24% of portfolio
|
Q4 2023
Reduced 5.88%
|
|
|
Peoples Financial Services Corp.
|
Jul 17, 2025 Q2 2025 |
12,619
shares
|
$9.59 Million
4.9% of portfolio
|
Q2 2025
Reduced 4.46%
|
|
|
Rnc Capital Management LLC
|
Jul 30, 2025 Q2 2025 |
12,588
shares
|
$9.57 Million
0.51% of portfolio
|
Q2 2025
Reduced 2.29%
|
|
|
Ibex Wealth Advisors
Lebanon, NJ |
Aug 07, 2025 Q2 2025 |
12,586
shares
|
$9.57 Million
1.09% of portfolio
|
Q2 2025
Added 1.95%
|
|
|
Bell & Brown Wealth Advisors, LLC
|
Jul 29, 2025 Q2 2025 |
12,577
shares
|
$9.56 Million
3.53% of portfolio
|
Q2 2025
Reduced 7.84%
|
|
|
Carnegie Capital Asset Management, LLC
|
Jul 30, 2025 Q2 2025 |
12,572
shares
|
$9.56 Million
0.2% of portfolio
|
Q2 2025
Added 34.04%
|
|
|
Cullen Investment Group, Ltd.
Lafayette, LA |
Jul 01, 2025 Q2 2025 |
12,502
shares
|
$9.5 Million
1.38% of portfolio
|
Q2 2025
Reduced 1.35%
|
|
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
12,495
shares
|
$9.5 Million
0.02% of portfolio
|
Q2 2025
Reduced 23.26%
|
|
|
South State Corp
|
Aug 06, 2025 Q2 2025 |
12,486
shares
|
$9.49 Million
0.43% of portfolio
|
Q2 2025
Added 10.29%
|