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 |
|---|---|---|---|---|---|
|
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%
|
|
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
Jul 28, 2025 Q2 2025 |
10,715
shares
|
$8.14 Million
0.99% of portfolio
|
Q2 2025
Reduced 10.68%
|
|
|
Naviter Wealth, LLC
|
Jul 28, 2025 Q2 2025 |
10,702
shares
|
$8.13 Million
1.05% of portfolio
|
Q2 2025
Reduced 0.92%
|
|
|
Northeast Financial Consultants Inc
Westport, CT |
Aug 15, 2025 Q2 2025 |
10,689
shares
|
$8.13 Million
0.35% of portfolio
|
Q2 2025
Added 1.25%
|
|
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
Jul 21, 2025 Q2 2025 |
10,656
shares
|
$8.1 Million
0.47% of portfolio
|
Q2 2025
Reduced 3.64%
|
|
|
Nbt Bank N A
|
Jul 23, 2025 Q2 2025 |
10,648
shares
|
$8.09 Million
0.58% of portfolio
|
Q2 2025
Added 2.2%
|
|
|
Kingfisher Capital LLC
|
Nov 14, 2024 Q3 2024 |
10,640
shares
|
$8.09 Million
2.2% of portfolio
|
Q3 2024
Reduced 3.43%
|
|
|
Signet Financial Management, LLC
Parsippany, NJ |
Jul 15, 2025 Q2 2025 |
10,629
shares
|
$8.08 Million
1.09% of portfolio
|
Q2 2025
Reduced 0.68%
|
|
|
Strong Tower Advisory Services
Minneapolis, MN |
Jul 24, 2025 Q2 2025 |
10,621
shares
|
$8.07 Million
1.77% of portfolio
|
Q2 2025
Added 3.88%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
10,607
shares
|
$8.06 Million
0.52% of portfolio
|
Q2 2025
Added 2.07%
|
|
|
Summit Financial Group, Inc.
|
Apr 05, 2024 Q1 2024 |
10,534
shares
|
$8.01 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
|
$8.01 Million
0.49% of portfolio
|
Q4 2024
Added 35.86%
|
|
|
Edge Capital Group, LLC
|
Feb 04, 2025 Q4 2024 |
10,509
shares
|
$7.99 Million
0.43% of portfolio
|
Q4 2024
Reduced 12.01%
|
|
|
Wesleyan Assurance Society
Birmingham, X0 |
Aug 01, 2025 Q2 2025 |
10,500
shares
|
$7.98 Million
0.53% of portfolio
|
Q2 2025
Added 320.0%
|
|
|
Greenwood Capital Associates LLC
Greenwood, SC |
Jul 21, 2025 Q2 2025 |
10,496
shares
|
$7.98 Million
1.04% of portfolio
|
Q2 2025
Reduced 1.44%
|
|
|
Altfest L J & CO Inc
|
Aug 08, 2025 Q2 2025 |
10,481
shares
|
$7.97 Million
1.15% of portfolio
|
Q2 2025
Added 9.54%
|
|
|
Minich Mac Gregor Wealth Management, LLC
|
Jul 16, 2025 Q2 2025 |
10,464
shares
|
$7.95 Million
1.86% of portfolio
|
Q2 2025
Reduced 9.59%
|
|
|
Alps Advisors Inc
Denver, CO |
Aug 11, 2025 Q2 2025 |
10,459
shares
|
$7.95 Million
0.05% of portfolio
|
Q2 2025
Reduced 0.44%
|
|
|
Fisher Funds Management LTD
Auckland, Q2 |
Aug 04, 2025 Q2 2025 |
10,451
shares
|
$7.94 Million
0.19% of portfolio
|
Q2 2025
Reduced 10.0%
|
|
|
Generali Investments Cee, Investicni Spolecnost, A.S.
Prague, 2N |
Jul 18, 2025 Q2 2025 |
10,448
shares
|
$7.94 Million
0.67% of portfolio
|
Q1 2025
Reduced 4.93%
|
|
|
Alpha Star Capital Management, LLC
|
Aug 04, 2025 Q2 2025 |
10,438
shares
|
$7.93 Million
0.56% of portfolio
|
Q2 2025
New holding
|
|
|
Penobscot Investment Management Company, Inc.
Boston, MA |
Jul 21, 2025 Q2 2025 |
10,436
shares
|
$7.93 Million
0.71% of portfolio
|
Q2 2025
Added 9.08%
|
|
|
Conning Inc.
|
Jul 24, 2025 Q2 2025 |
10,429
shares
|
$7.93 Million
0.3% of portfolio
|
Q2 2025
Added 10.99%
|
|
|
Montecito Bank & Trust
|
Apr 17, 2025 Q1 2025 |
10,406
shares
|
$7.91 Million
1.54% of portfolio
|
Q1 2025
Added 1.1%
|
|
|
Burling Wealth Partners, LLC
Chicago, IL |
Aug 08, 2025 Q2 2025 |
10,403
shares
|
$7.91 Million
1.5% of portfolio
|
Q2 2025
Added 15.74%
|