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 |
|---|---|---|---|---|---|
|
Private Trust CO Na
|
Apr 28, 2025 Q1 2025 |
11,453
shares
|
$8.89 Million
1.01% of portfolio
|
Q1 2025
Added 0.2%
|
|
|
Cadence Bank
Tupelo, MS |
May 14, 2025 Q1 2025 |
11,441
shares
|
$8.88 Million
0.68% of portfolio
|
Q1 2025
Reduced 2.29%
|
|
|
M&G Investment Management LTD
London, X0 |
May 08, 2024 Q4 2023 |
11,435
shares
|
$8.88 Million
0.02% of portfolio
|
Q3 2023
New holding
|
|
|
Roanoke Asset Management Corp
Jersey City, NJ |
May 13, 2025 Q1 2025 |
11,407
shares
|
$8.86 Million
3.23% of portfolio
|
Q1 2025
Reduced 9.23%
|
|
|
Ogorek Anthony Joseph
|
May 09, 2025 Q1 2025 |
11,344
shares
|
$8.81 Million
3.08% of portfolio
|
Q1 2025
Added 0.47%
|
|
|
South State Corp
|
May 12, 2025 Q1 2025 |
11,321
shares
|
$8.79 Million
0.44% of portfolio
|
Q1 2025
Added 8.54%
|
|
|
Cfm Wealth Partners LLC
|
Jul 23, 2025 Q2 2025 |
11,310
shares
|
$8.78 Million
1.41% of portfolio
|
Q2 2025
Reduced 11.03%
|
|
|
Osterweis Capital Management Inc
San Francisco, CA |
Jun 04, 2025 Q1 2025 |
11,205
shares
|
$8.7 Million
0.63% of portfolio
|
Q1 2025
Reduced 0.36%
|
|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
May 19, 2025 Q1 2025 |
11,172
shares
|
$8.67 Million
0.39% of portfolio
|
Q1 2025
Reduced 0.53%
|
|
|
Andesa Financial Management Inc.
|
May 04, 2023 Q1 2023 |
11,154
shares
|
$8.66 Million
1.13% of portfolio
|
Q1 2023
Added 93.01%
|
|
|
Nan Shan Life Insurance Co., Ltd.
Taipei City, F5 |
May 14, 2025 Q1 2025 |
11,126
shares
|
$8.64 Million
0.22% of portfolio
|
Q1 2025
Reduced 30.31%
|
|
|
Birmingham Capital Management CO Inc/Al
Birmingham, AL |
May 28, 2025 Q1 2025 |
11,125
shares
|
$8.64 Million
3.47% of portfolio
|
Q1 2025
Reduced 2.41%
|
|
|
Harvey Investment CO LLC
|
Apr 22, 2025 Q1 2025 |
11,123
shares
|
$8.64 Million
1.02% of portfolio
|
Q4 2024
Reduced 0.38%
|
|
|
Blue Fin Capital, Inc.
|
Feb 18, 2025 Q4 2024 |
11,088
shares
|
$8.61 Million
1.62% of portfolio
|
Q4 2024
Added 0.15%
|
|
|
Morris Capital Advisors, LLC
|
Oct 26, 2022 Q3 2022 |
11,086
shares
|
$8.61 Million
3.38% of portfolio
|
Q3 2022
Reduced 1.11%
|
|
|
Great Lakes Retirement, Inc.
Sandusky, OH |
Apr 17, 2025 Q1 2025 |
11,083
shares
|
$8.61 Million
1.2% of portfolio
|
Q1 2025
Added 1.87%
|
|
|
Carderock Capital Management Inc
|
Jul 10, 2025 Q2 2025 |
11,041
shares
|
$8.57 Million
2.33% of portfolio
|
Q2 2025
Added 16.71%
|
|
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
May 15, 2025 Q1 2025 |
11,027
shares
|
$8.56 Million
1.31% of portfolio
|
Q1 2025
New holding
|
|
|
Drw Securities, LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
11,022
shares
|
$8.56 Million
0.27% of portfolio
|
Q1 2025
Added 520.61%
|
|
|
Lake Street Advisors Group, LLC
|
Feb 04, 2025 Q4 2024 |
11,019
shares
|
$8.56 Million
0.4% of portfolio
|
Q4 2024
Added 1.95%
|
|
|
Morse Asset Management, Inc
Darien, CT |
May 05, 2025 Q1 2025 |
11,019
shares
|
$8.56 Million
2.44% of portfolio
|
Q1 2025
Added 2.62%
|
|
|
Essential Planning, Llc.
Portsmouth, NH |
May 08, 2025 Q1 2025 |
11,019
shares
|
$8.56 Million
3.67% of portfolio
|
Q1 2025
Reduced 98.46%
|
|
|
Btc Capital Management, Inc.
|
Jul 11, 2025 Q2 2025 |
10,998
shares
|
$8.54 Million
0.7% of portfolio
|
Q2 2025
Added 4.72%
|
|
|
Waters Parkerson & Co., LLC
|
May 15, 2025 Q1 2025 |
10,988
shares
|
$8.53 Million
0.5% of portfolio
|
Q1 2025
Added 2.24%
|
|
|
Bernard Wealth Management Corp.
Royal Oak, MI |
Apr 16, 2025 Q1 2025 |
10,980
shares
|
$8.53 Million
4.43% of portfolio
|
Q1 2025
Reduced 0.87%
|