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 |
|---|---|---|---|---|---|
|
Knollwood Investment Advisory, LLC
Hunt Valley, MD |
May 14, 2025 Q1 2025 |
12,299
shares
|
$9.55 Million
1.12% of portfolio
|
Q1 2025
Added 6.29%
|
|
|
Simplicity Wealth,Llc
|
Jul 22, 2025 Q2 2025 |
12,288
shares
|
$9.54 Million
0.42% of portfolio
|
Q2 2025
Added 125.22%
|
|
|
Capstone Investment Advisors, LLC
New York, NY |
May 15, 2025 Q1 2025 |
12,218
shares
|
$9.49 Million
0.03% of portfolio
|
Q1 2025
Reduced 51.56%
|
|
|
Australian Super Pty LTD
|
May 05, 2025 Q1 2025 |
12,193
shares
|
$9.47 Million
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Nilsine Partners, LLC
Greenwood Village, CO |
Apr 22, 2025 Q1 2025 |
12,188
shares
|
$9.46 Million
1.1% of portfolio
|
Q1 2025
Added 2.28%
|
|
|
Tema Etfs LLC
New York, NY |
May 14, 2025 Q1 2025 |
12,138
shares
|
$9.42 Million
2.99% of portfolio
|
Q1 2025
Added 70.0%
|
|
|
Gamble Jones Investment Counsel
|
Feb 07, 2023 Q4 2022 |
12,050
shares
|
$9.36 Million
0.33% of portfolio
|
Q4 2022
Reduced 1.31%
|
|
|
Venture Visionary Partners LLC
|
Jul 17, 2025 Q2 2025 |
12,046
shares
|
$9.35 Million
0.37% of portfolio
|
Q2 2025
Added 16.57%
|
|
|
Stevens Capital Management LP
Radnor, PA |
May 07, 2025 Q1 2025 |
12,036
shares
|
$9.35 Million
2.47% of portfolio
|
Q1 2025
New holding
|
|
|
Harbor Capital Advisors, Inc.
|
Jul 09, 2025 Q2 2025 |
12,035
shares
|
$9.34 Million
0.39% of portfolio
|
Q2 2025
Reduced 0.58%
|
|
|
American Assets Investment Management, LLC
|
May 09, 2025 Q1 2025 |
12,000
shares
|
$9.32 Million
0.88% of portfolio
|
Q1 2025
New holding
|
|
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
May 01, 2025 Q1 2025 |
11,996
shares
|
$9.31 Million
1.48% of portfolio
|
Q1 2025
New holding
|
|
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
Jul 17, 2025 Q2 2025 |
11,993
shares
|
$9.31 Million
0.76% of portfolio
|
Q2 2025
Added 277.97%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Jul 14, 2025 Q2 2025 |
11,987
shares
|
$9.31 Million
0.29% of portfolio
|
Q2 2025
Added 38.66%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Apr 28, 2025 Q1 2025 |
11,974
shares
|
$9.3 Million
0.12% of portfolio
|
Q1 2025
Reduced 3.33%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Apr 09, 2025 Q1 2025 |
11,973
shares
|
$9.3 Million
0.28% of portfolio
|
Q1 2025
Added 17.24%
|
|
|
Bradley Mark J.
|
Aug 07, 2023 Q2 2023 |
11,965
shares
|
$9.29 Million
5.65% of portfolio
|
Q2 2023
Reduced 37.16%
|
|
|
Bank Ozk
|
May 13, 2025 Q1 2025 |
11,942
shares
|
$9.27 Million
4.28% of portfolio
|
Q1 2025
Added 4.85%
|
|
|
Gm Advisory Group, Inc.
Melville, NY |
May 14, 2025 Q1 2025 |
11,938
shares
|
$9.27 Million
0.54% of portfolio
|
Q1 2025
Added 4.85%
|
|
|
Nixon Peabody Trust CO
Boston, MA |
Apr 10, 2025 Q1 2025 |
11,922
shares
|
$9.26 Million
0.87% of portfolio
|
Q1 2025
Added 13.77%
|
|
|
Vise Technologies, Inc.
New York, NY |
Feb 18, 2025 Q4 2024 |
11,896
shares
|
$9.24 Million
0.79% of portfolio
|
Q4 2024
Added 57.23%
|
|
|
Cantor Fitzgerald, L. P.
New York, NY |
May 15, 2025 Q1 2025 |
11,886
shares
|
$9.23 Million
0.21% of portfolio
|
Q1 2025
Added 161.46%
|
|
|
First National Bank Of Omaha
Omaha, NE |
Feb 11, 2025 Q4 2024 |
11,881
shares
|
$9.22 Million
0.64% of portfolio
|
Q1 2024
Reduced 10.73%
|
|
|
Sawyer & Company, Inc
|
Jul 09, 2025 Q2 2025 |
11,826
shares
|
$9.18 Million
3.48% of portfolio
|
Q2 2025
Reduced 0.87%
|
|
|
Zions Bancorporation, N.A.
|
Feb 11, 2025 Q4 2024 |
11,826
shares
|
$9.18 Million
0.58% of portfolio
|
Q4 2024
Added 26.75%
|