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 |
|---|---|---|---|---|---|
|
Summit Financial Group, Inc.
|
Apr 05, 2024 Q1 2024 |
10,534
shares
|
$8.18 Million
2.94% of portfolio
|
Q1 2024
Added 0.33%
|
|
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
Feb 04, 2025 Q4 2024 |
10,532
shares
|
$8.18 Million
0.49% of portfolio
|
Q4 2024
Added 35.86%
|
|
|
Capital Wealth Planning, LLC
|
May 12, 2025 Q1 2025 |
10,517
shares
|
$8.17 Million
0.08% of portfolio
|
Q1 2025
Added 4.01%
|
|
|
Edge Capital Group, LLC
|
Feb 04, 2025 Q4 2024 |
10,509
shares
|
$8.16 Million
0.43% of portfolio
|
Q4 2024
Reduced 12.01%
|
|
|
Alps Advisors Inc
Denver, CO |
Apr 30, 2025 Q1 2025 |
10,505
shares
|
$8.16 Million
0.05% of portfolio
|
Q1 2025
Added 1.64%
|
|
|
Vivaldi Capital Management LP
Chicago, IL |
May 14, 2025 Q1 2025 |
10,500
shares
|
$8.15 Million
1.42% of portfolio
|
Q1 2025
Added 0.73%
|
|
|
Greenwood Capital Associates LLC
Greenwood, SC |
Jul 21, 2025 Q2 2025 |
10,496
shares
|
$8.15 Million
1.04% of portfolio
|
Q2 2025
Reduced 1.44%
|
|
|
Bell Asset Management LTD
Melbourne, C3 |
May 14, 2025 Q1 2025 |
10,477
shares
|
$8.13 Million
1.63% of portfolio
|
Q1 2025
Added 85.86%
|
|
|
Minich Mac Gregor Wealth Management, LLC
|
Jul 16, 2025 Q2 2025 |
10,464
shares
|
$8.12 Million
1.86% of portfolio
|
Q2 2025
Reduced 9.59%
|
|
|
Generali Investments Cee, Investicni Spolecnost, A.S.
Prague, 2N |
Jul 18, 2025 Q2 2025 |
10,448
shares
|
$8.11 Million
0.67% of portfolio
|
Q1 2025
Reduced 4.93%
|
|
|
Penobscot Investment Management Company, Inc.
Boston, MA |
Jul 21, 2025 Q2 2025 |
10,436
shares
|
$8.1 Million
0.71% of portfolio
|
Q2 2025
Added 9.08%
|
|
|
One Ascent Financial Services LLC
Birmingham, AL |
May 05, 2025 Q1 2025 |
10,428
shares
|
$8.1 Million
0.56% of portfolio
|
Q1 2025
Added 117.34%
|
|
|
Brighton Jones LLC
|
Apr 17, 2025 Q1 2025 |
10,421
shares
|
$8.09 Million
0.29% of portfolio
|
Q1 2025
Added 8.59%
|
|
|
Montecito Bank & Trust
|
Apr 17, 2025 Q1 2025 |
10,406
shares
|
$8.08 Million
1.54% of portfolio
|
Q1 2025
Added 1.1%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Apr 08, 2025 Q1 2025 |
10,392
shares
|
$8.07 Million
0.57% of portfolio
|
Q1 2025
Added 5.41%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Jul 22, 2025 Q2 2025 |
10,390
shares
|
$8.07 Million
0.19% of portfolio
|
Q2 2025
Reduced 1.73%
|
|
|
Red Cedar Investment Management, LLC
|
Apr 25, 2025 Q1 2025 |
10,334
shares
|
$8.02 Million
1.19% of portfolio
|
Q1 2025
Reduced 1.29%
|
|
|
Independence Bank Of Kentucky
|
Jul 17, 2025 Q2 2025 |
10,328
shares
|
$8.02 Million
1.16% of portfolio
|
Q2 2025
Added 24.18%
|
|
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
Jul 22, 2025 Q2 2025 |
10,318
shares
|
$8.01 Million
0.48% of portfolio
|
Q2 2025
Added 0.03%
|
|
|
Integrity Alliance, Llc.
Urbandale, IA |
May 20, 2025 Q1 2025 |
10,307
shares
|
$8 Million
0.34% of portfolio
|
Q1 2025
Added 860.58%
|
|
|
Fiduciary Alliance LLC
Greenville, SC |
Jul 09, 2025 Q2 2025 |
10,253
shares
|
$7.96 Million
0.6% of portfolio
|
Q2 2025
Added 40.47%
|
|
|
Segall Bryant & Hamill, LLC
Chicago, IL |
May 02, 2025 Q1 2025 |
10,241
shares
|
$7.95 Million
0.13% of portfolio
|
Q1 2025
Reduced 10.3%
|
|
|
Strong Tower Advisory Services
Minneapolis, MN |
Apr 09, 2025 Q1 2025 |
10,224
shares
|
$7.94 Million
2.0% of portfolio
|
Q1 2025
Added 3.07%
|
|
|
Channel Wealth LLC
Santa Barbara, CA |
Jul 09, 2025 Q2 2025 |
10,217
shares
|
$7.93 Million
2.25% of portfolio
|
Q2 2025
Added 2.71%
|
|
|
Wealth Trust Axiom LLC
|
May 14, 2025 Q1 2025 |
10,200
shares
|
$7.92 Million
2.63% of portfolio
|
Q1 2025
Reduced 3.26%
|