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 |
|---|---|---|---|---|---|
|
Forbes J M & CO LLP
|
Jul 18, 2025 Q2 2025 |
8,528
shares
|
$6.48 Million
0.63% of portfolio
|
Q2 2025
Added 0.66%
|
|
|
Casdin Capital, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
8,500
shares
|
$6.46 Million
0.93% of portfolio
|
Q2 2025
New holding
|
|
|
Connectus Wealth, LLC
Cincinnati, OH |
May 14, 2024 Q1 2024 |
8,487
shares
|
$6.45 Million
0.15% of portfolio
|
Q1 2024
Reduced 41.09%
|
|
|
Kercheville Advisors, LLC
|
Jul 22, 2025 Q2 2025 |
8,483
shares
|
$6.45 Million
2.3% of portfolio
|
Q2 2025
Reduced 1.91%
|
|
|
Wolff Financial Management LLC
|
Jul 09, 2025 Q2 2025 |
8,403
shares
|
$6.39 Million
1.69% of portfolio
|
Q2 2025
Reduced 4.57%
|
|
|
Ithaka Group LLC
Bethesda, MD |
Aug 12, 2025 Q2 2025 |
8,403
shares
|
$6.39 Million
1.14% of portfolio
|
Q2 2025
Reduced 1.82%
|
|
|
Wealth Alliance
Mellville, NY |
Aug 08, 2025 Q2 2025 |
8,382
shares
|
$6.37 Million
0.78% of portfolio
|
Q2 2025
Added 10.9%
|
|
|
Cullinan Associates Inc
|
Jul 22, 2025 Q2 2025 |
8,370
shares
|
$6.36 Million
0.44% of portfolio
|
Q2 2025
Reduced 10.67%
|
|
|
Field & Main Bank
|
Aug 04, 2025 Q2 2025 |
8,367
shares
|
$6.36 Million
2.16% of portfolio
|
Q2 2025
Reduced 0.12%
|
|
|
Hilltop Holdings Inc.
Dallas, TX |
Aug 14, 2025 Q2 2025 |
8,326
shares
|
$6.33 Million
0.43% of portfolio
|
Q2 2025
Reduced 4.93%
|
|
|
Equitable Trust CO
|
Jul 28, 2025 Q2 2025 |
8,311
shares
|
$6.32 Million
0.34% of portfolio
|
Q2 2025
Reduced 1.33%
|
|
|
Enhancing Capital LLC
|
Jul 11, 2025 Q2 2025 |
8,300
shares
|
$6.31 Million
4.95% of portfolio
|
Q4 2021
New holding
|
|
|
Consolidated Capital Management, LLC
|
Jul 16, 2025 Q2 2025 |
8,290
shares
|
$6.3 Million
2.41% of portfolio
|
Q2 2025
Added 8.03%
|
|
|
Frg Family Wealth Advisors LLC
|
Aug 04, 2025 Q2 2025 |
8,287
shares
|
$6.3 Million
1.17% of portfolio
|
Q4 2024
Reduced 5.24%
|
|
|
Relative Value Partners Group, LLC
Northbrook, IL |
Jul 12, 2024 Q2 2024 |
8,287
shares
|
$6.3 Million
1.0% of portfolio
|
Q2 2024
Added 368.99%
|
|
|
Platte River Wealth Advisors, LLC
|
Oct 07, 2024 Q3 2024 |
8,272
shares
|
$6.29 Million
1.94% of portfolio
|
Q2 2024
Reduced 2.34%
|
|
|
Kampmann Melissa S.
Wausau, WI |
Jul 24, 2025 Q2 2025 |
8,258
shares
|
$6.28 Million
4.83% of portfolio
|
Q2 2025
Reduced 2.97%
|
|
|
West Branch Capital LLC
|
Jul 16, 2025 Q2 2025 |
8,233
shares
|
$6.26 Million
1.99% of portfolio
|
Q2 2025
Added 43.56%
|
|
|
Investment Management Of Virginia LLC
|
Apr 26, 2023 Q1 2023 |
8,207
shares
|
$6.24 Million
0.55% of portfolio
|
Q1 2023
Reduced 3.41%
|
|
|
Plimoth Trust CO LLC
|
Jul 22, 2025 Q2 2025 |
8,180
shares
|
$6.22 Million
1.56% of portfolio
|
Q2 2025
Added 4.7%
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Jul 15, 2025 Q2 2025 |
8,161
shares
|
$6.2 Million
0.45% of portfolio
|
Q2 2025
Reduced 0.33%
|
|
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
Jul 08, 2025 Q2 2025 |
8,159
shares
|
$6.2 Million
0.6% of portfolio
|
Q2 2025
Added 12.54%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Aug 14, 2025 Q2 2025 |
8,151
shares
|
$6.2 Million
0.24% of portfolio
|
Q2 2025
Added 0.1%
|
|
|
Jefferies Financial Group Inc.
New York, NY |
Aug 12, 2025 Q2 2025 |
8,128
shares
|
$6.18 Million
0.06% of portfolio
|
Q2 2025
Added 35.87%
|
|
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
Aug 11, 2025 Q2 2025 |
8,107
shares
|
$6.16 Million
0.43% of portfolio
|
Q2 2025
Reduced 8.98%
|