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 |
|---|---|---|---|---|---|
|
Heirloom Wealth Management
Greenwood Village, CO |
Jul 31, 2025 Q2 2025 |
9,063
shares
|
$6.89 Million
1.98% of portfolio
|
Q2 2025
Added 0.23%
|
|
|
Portside Wealth Group, LLC
Provo, UT |
Aug 11, 2025 Q2 2025 |
9,045
shares
|
$6.88 Million
1.04% of portfolio
|
Q2 2025
Reduced 3.76%
|
|
|
Boston Family Office LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
9,037
shares
|
$6.87 Million
0.47% of portfolio
|
Q2 2025
Added 71.09%
|
|
|
Costello Asset Management, Inc
|
Jul 24, 2025 Q2 2025 |
9,035
shares
|
$6.87 Million
2.71% of portfolio
|
Q2 2025
Added 14.67%
|
|
|
Caisse Des Depots Et Consignations
Paris, I0 |
Jul 31, 2025 Q2 2025 |
9,023
shares
|
$6.86 Million
0.29% of portfolio
|
Q2 2025
Reduced 9.28%
|
|
|
Townsquare Capital LLC
|
Aug 13, 2025 Q2 2025 |
9,021
shares
|
$6.86 Million
0.71% of portfolio
|
Q2 2025
Reduced 87.87%
|
|
|
Trust CO Of Vermont
|
Jul 18, 2025 Q2 2025 |
9,015
shares
|
$6.85 Million
0.34% of portfolio
|
Q2 2025
Added 4.62%
|
|
|
Geneos Wealth Management Inc.
|
Aug 18, 2025 Q2 2025 |
9,008
shares
|
$6.85 Million
0.18% of portfolio
|
Q2 2025
Reduced 2.97%
|
|
|
Morgens Waterfall Vintiadis & CO Inc
New York, NY |
Aug 14, 2025 Q2 2025 |
9,000
shares
|
$6.84 Million
6.05% of portfolio
|
Q2 2024
Reduced 10.0%
|
|
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
Aug 14, 2025 Q2 2025 |
8,980
shares
|
$6.83 Million
0.26% of portfolio
|
Q2 2025
Added 4.27%
|
|
|
Sectoral Asset Management Inc
Montreal, A8 |
Aug 14, 2025 Q2 2025 |
8,976
shares
|
$6.82 Million
7.89% of portfolio
|
Q2 2025
Reduced 4.67%
|
|
|
Roman Butler Fullerton & CO
|
Jul 30, 2025 Q2 2025 |
8,973
shares
|
$6.82 Million
2.2% of portfolio
|
Q2 2025
Added 2.85%
|
|
|
Evergreen Capital Management LLC
Bellevue, WA |
Aug 14, 2025 Q2 2025 |
8,963
shares
|
$6.81 Million
0.23% of portfolio
|
Q2 2025
Reduced 2.68%
|
|
|
Town & Country Bank & Trust CO Dba First Bankers Trust CO
|
Jul 15, 2025 Q2 2025 |
8,949
shares
|
$6.8 Million
2.63% of portfolio
|
Q2 2025
Reduced 3.15%
|
|
|
Clarius Group, LLC
Seattle, WA |
Jul 21, 2025 Q2 2025 |
8,947
shares
|
$6.8 Million
0.42% of portfolio
|
Q2 2025
Added 21.58%
|
|
|
Everett Harris & CO
|
Aug 08, 2025 Q2 2025 |
8,916
shares
|
$6.78 Million
0.09% of portfolio
|
Q2 2025
Reduced 0.66%
|
|
|
Fernwood Investment Management, LLC
Quincy, MA |
Feb 13, 2025 Q4 2024 |
8,901
shares
|
$6.77 Million
2.43% of portfolio
|
Q4 2024
Reduced 1.75%
|
|
|
Mengis Capital Management, Inc.
|
Jul 24, 2025 Q2 2025 |
8,894
shares
|
$6.76 Million
1.52% of portfolio
|
Q2 2025
Added 21.27%
|
|
|
Heritage Wealth Management, Inc.
Cincinnati, OH |
Aug 14, 2025 Q2 2025 |
8,862
shares
|
$6.74 Million
2.24% of portfolio
|
Q2 2025
Reduced 3.76%
|
|
|
Dark Forest Capital Management LP
Weston, CT |
Aug 14, 2025 Q2 2025 |
8,861
shares
|
$6.74 Million
0.29% of portfolio
|
Q2 2025
Added 63.34%
|
|
|
Forum Financial Management, LP
Lombard, IL |
Jul 30, 2025 Q2 2025 |
8,805
shares
|
$6.69 Million
0.12% of portfolio
|
Q2 2025
Added 5.22%
|
|
|
Howard Capital Management Inc.
|
Aug 01, 2025 Q2 2025 |
8,800
shares
|
$6.69 Million
0.09% of portfolio
|
Q2 2025
Added 33.21%
|
|
|
Norden Group LLC
Provo, UT |
Jul 15, 2025 Q2 2025 |
8,769
shares
|
$6.67 Million
0.74% of portfolio
|
Q2 2025
Added 0.68%
|
|
|
Sagespring Wealth Partners, LLC
Franklin, TN |
Jul 28, 2025 Q2 2025 |
8,767
shares
|
$6.66 Million
0.15% of portfolio
|
Q2 2025
Reduced 6.62%
|
|
|
Rothschild Investment Corp
|
Oct 16, 2023 Q3 2023 |
8,766
shares
|
$6.66 Million
0.4% of portfolio
|
Q3 2023
Added 1.99%
|