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 |
|---|---|---|---|---|---|
|
Naples Global Advisors, LLC
Naples, FL |
Jul 18, 2025 Q2 2025 |
12,465
shares
|
$9.48 Million
0.86% of portfolio
|
Q2 2025
Added 0.55%
|
|
|
Cmh Wealth Management LLC
|
Jul 11, 2025 Q2 2025 |
12,462
shares
|
$9.47 Million
2.48% of portfolio
|
Q2 2025
Added 1.34%
|
|
|
Moneta Group Investment Advisors LLC
St Louis, MO |
Aug 14, 2025 Q2 2025 |
12,460
shares
|
$9.47 Million
0.12% of portfolio
|
Q2 2025
Added 7.21%
|
|
|
Capstone Investment Advisors, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
12,385
shares
|
$9.41 Million
0.03% of portfolio
|
Q2 2025
Added 1.37%
|
|
|
Minot Wealth Management LLC
|
Jul 12, 2022 Q2 2022 |
12,379
shares
|
$9.41 Million
1.03% of portfolio
|
Q2 2022
Added 344.17%
|
|
|
Mirabaud & Cie Sa
Geneva, V8 |
Jul 08, 2025 Q2 2025 |
12,345
shares
|
$9.38 Million
3.03% of portfolio
|
Q2 2025
Added 117.07%
|
|
|
Spinnaker Trust
|
Aug 04, 2025 Q2 2025 |
12,335
shares
|
$9.38 Million
0.59% of portfolio
|
Q2 2025
Reduced 18.15%
|
|
|
United Capital Management Of Ks, Inc.
|
Aug 01, 2025 Q2 2025 |
12,313
shares
|
$9.36 Million
1.77% of portfolio
|
Q2 2025
Added 0.02%
|
|
|
Verition Fund Management LLC
Greenwich, CT |
Aug 14, 2025 Q2 2025 |
12,309
shares
|
$9.36 Million
0.05% of portfolio
|
Q2 2025
Reduced 10.09%
|
|
|
Sirios Capital Management L P
Boston, MA |
Aug 14, 2025 Q2 2025 |
12,297
shares
|
$9.35 Million
1.73% of portfolio
|
Q2 2025
Reduced 16.2%
|
|
|
Simplicity Wealth,Llc
|
Jul 22, 2025 Q2 2025 |
12,288
shares
|
$9.34 Million
0.42% of portfolio
|
Q2 2025
Added 125.22%
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
Aug 14, 2025 Q2 2025 |
12,283
shares
|
$9.34 Million
0.25% of portfolio
|
Q2 2025
Added 4.16%
|
|
|
Snider Financial Group
Bellevue, WA |
Aug 05, 2025 Q2 2025 |
12,266
shares
|
$9.32 Million
2.79% of portfolio
|
Q2 2025
Added 3.81%
|
|
|
Indiana Trust & Investment Management CO
|
Jul 23, 2025 Q2 2025 |
12,205
shares
|
$9.28 Million
3.2% of portfolio
|
Q2 2025
Added 4.65%
|
|
|
Westerkirk Capital Inc.
Victoria, |
Aug 13, 2025 Q2 2025 |
12,205
shares
|
$9.28 Million
1.17% of portfolio
|
Q2 2025
New holding
|
|
|
Nilsine Partners, LLC
Greenwood Village, CO |
Jul 31, 2025 Q2 2025 |
12,153
shares
|
$9.24 Million
0.96% of portfolio
|
Q2 2025
Reduced 0.29%
|
|
|
Money Concepts Capital Corp
|
Aug 14, 2025 Q2 2025 |
12,147
shares
|
$9.23 Million
0.68% of portfolio
|
Q2 2025
Added 3.04%
|
|
|
Zevin Asset Management LLC
|
Aug 06, 2025 Q2 2025 |
12,131
shares
|
$9.22 Million
1.36% of portfolio
|
Q2 2025
Reduced 3.22%
|
|
|
S&Co Inc
Boston, MA |
Aug 07, 2025 Q2 2025 |
12,100
shares
|
$9.2 Million
0.6% of portfolio
|
Q2 2025
Added 3.77%
|
|
|
Gamble Jones Investment Counsel
|
Feb 07, 2023 Q4 2022 |
12,050
shares
|
$9.16 Million
0.33% of portfolio
|
Q4 2022
Reduced 1.31%
|
|
|
Venture Visionary Partners LLC
|
Jul 17, 2025 Q2 2025 |
12,046
shares
|
$9.16 Million
0.37% of portfolio
|
Q2 2025
Added 16.57%
|
|
|
Syon Capital LLC
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
12,041
shares
|
$9.15 Million
0.62% of portfolio
|
Q2 2025
Added 3.18%
|
|
|
Harbor Capital Advisors, Inc.
|
Jul 09, 2025 Q2 2025 |
12,035
shares
|
$9.15 Million
0.39% of portfolio
|
Q2 2025
Reduced 0.58%
|
|
|
Harvest Fund Management Co., LTD
Beijing, F4 |
Aug 14, 2025 Q2 2025 |
12,002
shares
|
$9.12 Million
0.45% of portfolio
|
Q2 2025
Reduced 41.99%
|
|
|
American Assets Investment Management, LLC
|
Aug 05, 2025 Q2 2025 |
12,000
shares
|
$9.12 Million
0.76% of portfolio
|
Q1 2025
New holding
|