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 |
|---|---|---|---|---|---|
|
Stone X Group Inc.
|
Aug 13, 2025 Q2 2025 |
11,028
shares
|
$8.38 Million
0.42% of portfolio
|
Q2 2025
Added 34.26%
|
|
|
Lake Street Advisors Group, LLC
|
Feb 04, 2025 Q4 2024 |
11,019
shares
|
$8.38 Million
0.4% of portfolio
|
Q4 2024
Added 1.95%
|
|
|
Sivik Global Healthcare LLC
Greenwich, CT |
Jul 25, 2025 Q2 2025 |
11,000
shares
|
$8.36 Million
2.33% of portfolio
|
Q2 2025
Added 22.22%
|
|
|
Btc Capital Management, Inc.
|
Jul 11, 2025 Q2 2025 |
10,998
shares
|
$8.36 Million
0.7% of portfolio
|
Q2 2025
Added 4.72%
|
|
|
Essential Planning, Llc.
Portsmouth, NH |
Aug 14, 2025 Q2 2025 |
10,997
shares
|
$8.36 Million
3.19% of portfolio
|
Q2 2025
Reduced 0.2%
|
|
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
Jul 28, 2025 Q2 2025 |
10,981
shares
|
$8.35 Million
1.14% of portfolio
|
Q2 2025
Reduced 0.42%
|
|
|
Morse Asset Management, Inc
Darien, CT |
Aug 15, 2025 Q2 2025 |
10,951
shares
|
$8.32 Million
2.03% of portfolio
|
Q2 2025
Reduced 0.62%
|
|
|
Nordwand Advisors, LLC
Radnor, PA |
Aug 11, 2025 Q2 2025 |
10,948
shares
|
$8.32 Million
1.34% of portfolio
|
Q2 2025
New holding
|
|
|
Waters Parkerson & Co., LLC
|
Aug 14, 2025 Q2 2025 |
10,897
shares
|
$8.28 Million
0.44% of portfolio
|
Q2 2025
Reduced 0.83%
|
|
|
New Age Alpha Advisors, LLC
Rye, NY |
Aug 11, 2025 Q2 2025 |
10,892
shares
|
$8.28 Million
0.37% of portfolio
|
Q2 2025
Reduced 0.12%
|
|
|
Brighton Jones LLC
|
Jul 31, 2025 Q2 2025 |
10,888
shares
|
$8.28 Million
0.24% of portfolio
|
Q2 2025
Added 4.48%
|
|
|
Cohen Investment Advisors LLC
|
Jul 23, 2025 Q2 2025 |
10,866
shares
|
$8.26 Million
4.42% of portfolio
|
Q2 2025
Added 1.46%
|
|
|
Hodges Capital Management Inc.
|
Aug 07, 2025 Q2 2025 |
10,835
shares
|
$8.24 Million
0.86% of portfolio
|
Q2 2025
Added 6.53%
|
|
|
Moody National Bank Trust Division
|
Jul 10, 2025 Q2 2025 |
10,832
shares
|
$8.23 Million
0.8% of portfolio
|
Q2 2025
Reduced 7.8%
|
|
|
Cherokee Insurance CO
Sterling Heights, MI |
Aug 08, 2025 Q2 2025 |
10,800
shares
|
$8.21 Million
3.67% of portfolio
|
Q2 2025
New holding
|
|
|
Jlb & Associates Inc
|
Jul 17, 2025 Q2 2025 |
10,796
shares
|
$8.21 Million
1.25% of portfolio
|
Q2 2025
Reduced 5.46%
|
|
|
Park National Corp
|
Jul 01, 2025 Q2 2025 |
10,793
shares
|
$8.2 Million
0.29% of portfolio
|
Q2 2025
Reduced 0.48%
|
|
|
Vivaldi Capital Management LP
Chicago, IL |
Aug 14, 2025 Q2 2025 |
10,787
shares
|
$8.2 Million
1.29% of portfolio
|
Q2 2025
Added 2.73%
|
|
|
Harvey Investment CO LLC
|
Jul 23, 2025 Q2 2025 |
10,775
shares
|
$8.19 Million
0.92% of portfolio
|
Q2 2025
Reduced 3.13%
|
|
|
Legacy Private Trust Co.
|
Jul 08, 2025 Q2 2025 |
10,769
shares
|
$8.19 Million
0.55% of portfolio
|
Q2 2025
Added 4.99%
|
|
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
Aug 11, 2025 Q2 2025 |
10,769
shares
|
$8.19 Million
1.62% of portfolio
|
Q2 2025
Added 29.28%
|
|
|
Cubist Systematic Strategies, LLC
Stamford, CT |
Aug 14, 2025 Q2 2025 |
10,761
shares
|
$8.18 Million
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Transcend Capital Advisors, LLC
|
Aug 01, 2025 Q2 2025 |
10,759
shares
|
$8.18 Million
0.65% of portfolio
|
Q2 2025
Reduced 40.35%
|
|
|
Amg National Trust Bank
|
Aug 04, 2025 Q2 2025 |
10,734
shares
|
$8.16 Million
0.22% of portfolio
|
Q2 2025
Reduced 0.26%
|
|
|
Boyd Watterson Asset Management LLC
|
Aug 01, 2025 Q2 2025 |
10,723
shares
|
$8.15 Million
2.69% of portfolio
|
Q2 2025
Reduced 0.07%
|