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 |
|---|---|---|---|---|---|
|
Hightower 6 M Holding, LLC
|
Oct 25, 2022 Q3 2022 |
11,515
shares
|
$8.75 Million
0.34% of portfolio
|
Q3 2022
New holding
|
|
|
Janney Capital Management LLC
|
Jul 17, 2025 Q2 2025 |
11,487
shares
|
$8.73 Million
0.58% of portfolio
|
Q2 2025
Reduced 1.7%
|
|
|
Vista Investment Partners Ii, LLC
Richmond, IN |
Aug 07, 2025 Q2 2025 |
11,480
shares
|
$8.73 Million
4.32% of portfolio
|
Q2 2025
Reduced 0.55%
|
|
|
M&G Investment Management LTD
London, X0 |
May 08, 2024 Q4 2023 |
11,435
shares
|
$8.69 Million
0.02% of portfolio
|
Q3 2023
New holding
|
|
|
Osterweis Capital Management Inc
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
11,427
shares
|
$8.69 Million
0.58% of portfolio
|
Q2 2025
Added 1.98%
|
|
|
James Investment Research Inc
|
Aug 01, 2025 Q2 2025 |
11,426
shares
|
$8.69 Million
1.1% of portfolio
|
Q2 2025
Reduced 0.53%
|
|
|
Roanoke Asset Management Corp
Jersey City, NJ |
May 13, 2025 Q1 2025 |
11,407
shares
|
$8.67 Million
3.23% of portfolio
|
Q1 2025
Reduced 9.23%
|
|
|
Bell Asset Management LTD
Melbourne, C3 |
Aug 13, 2025 Q2 2025 |
11,354
shares
|
$8.63 Million
2.02% of portfolio
|
Q2 2025
Added 8.37%
|
|
|
Ogorek Anthony Joseph
|
Aug 08, 2025 Q2 2025 |
11,346
shares
|
$8.62 Million
2.73% of portfolio
|
Q2 2025
Added 0.02%
|
|
|
Cadence Bank
Tupelo, MS |
Aug 14, 2025 Q2 2025 |
11,343
shares
|
$8.62 Million
0.59% of portfolio
|
Q2 2025
Reduced 0.86%
|
|
|
Great Lakes Retirement, Inc.
Sandusky, OH |
Aug 04, 2025 Q2 2025 |
11,322
shares
|
$8.61 Million
1.05% of portfolio
|
Q2 2025
Added 2.16%
|
|
|
Lmcg Investments, LLC
Boston, MA |
Jul 24, 2025 Q2 2025 |
11,312
shares
|
$8.6 Million
0.56% of portfolio
|
Q2 2025
Added 12.41%
|
|
|
Cfm Wealth Partners LLC
|
Jul 23, 2025 Q2 2025 |
11,310
shares
|
$8.6 Million
1.41% of portfolio
|
Q2 2025
Reduced 11.03%
|
|
|
Roi Financial Advisors, LLC
Beaverton, OR |
Aug 05, 2025 Q2 2025 |
11,301
shares
|
$8.59 Million
5.6% of portfolio
|
Q2 2025
Reduced 3.27%
|
|
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
Aug 04, 2025 Q2 2025 |
11,264
shares
|
$8.56 Million
0.35% of portfolio
|
Q2 2025
Added 4.38%
|
|
|
Hilton Capital Management, LLC
|
Aug 14, 2025 Q2 2025 |
11,166
shares
|
$8.49 Million
0.76% of portfolio
|
Q2 2025
Reduced 26.71%
|
|
|
Andesa Financial Management Inc.
|
May 04, 2023 Q1 2023 |
11,154
shares
|
$8.48 Million
1.13% of portfolio
|
Q1 2023
Added 93.01%
|
|
|
Pioneer Trust Bank N A
Salem, OR |
Aug 07, 2025 Q2 2025 |
11,134
shares
|
$8.46 Million
2.28% of portfolio
|
Q2 2025
Added 5.35%
|
|
|
Argyle Capital Management Inc.
|
Jul 24, 2025 Q2 2025 |
11,127
shares
|
$8.46 Million
3.19% of portfolio
|
Q2 2025
Reduced 3.39%
|
|
|
Fiduciary Trust CO
Boston, MA |
Aug 13, 2025 Q2 2025 |
11,122
shares
|
$8.45 Million
0.11% of portfolio
|
Q2 2025
Added 12.93%
|
|
|
River Wealth Advisors LLC
Camp Hill, PA |
Aug 13, 2025 Q2 2025 |
11,103
shares
|
$8.44 Million
1.11% of portfolio
|
Q2 2025
Added 11.53%
|
|
|
Morris Capital Advisors, LLC
|
Oct 26, 2022 Q3 2022 |
11,086
shares
|
$8.43 Million
3.38% of portfolio
|
Q3 2022
Reduced 1.11%
|
|
|
Bridges Investment Management Inc
|
Jul 28, 2025 Q2 2025 |
11,047
shares
|
$8.4 Million
0.12% of portfolio
|
Q2 2025
Added 1.13%
|
|
|
Blue Fin Capital, Inc.
|
Aug 13, 2025 Q2 2025 |
11,047
shares
|
$8.4 Million
1.51% of portfolio
|
Q2 2025
Reduced 0.37%
|
|
|
Carderock Capital Management Inc
|
Jul 10, 2025 Q2 2025 |
11,041
shares
|
$8.39 Million
2.33% of portfolio
|
Q2 2025
Added 16.71%
|