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 |
|---|---|---|---|---|---|
|
Capital Advisors Inc
|
Jul 22, 2025 Q2 2025 |
6,747
shares
|
$5.13 Million
0.1% of portfolio
|
Q2 2025
Added 6.79%
|
|
|
Bouvel Investment Partners, LLC
|
Jul 11, 2025 Q2 2025 |
6,737
shares
|
$5.12 Million
1.97% of portfolio
|
Q2 2025
Added 3.04%
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
Aug 13, 2025 Q2 2025 |
6,726
shares
|
$5.11 Million
0.21% of portfolio
|
Q2 2025
Added 4.39%
|
|
|
Pgim Custom Harvest LLC
Newark, NJ |
Aug 13, 2025 Q2 2025 |
6,722
shares
|
$5.11 Million
0.11% of portfolio
|
Q2 2025
Reduced 3.43%
|
|
|
Berger Financial Group, Inc
Plymouth, MN |
Jul 22, 2025 Q2 2025 |
6,712
shares
|
$5.1 Million
0.41% of portfolio
|
Q2 2025
Added 2.58%
|
|
|
Perkins Coie Trust CO
|
Jul 10, 2025 Q2 2025 |
6,633
shares
|
$5.04 Million
0.92% of portfolio
|
Q2 2025
Added 0.94%
|
|
|
Dcf Advisers, LLC
Greenwich, CT |
Aug 12, 2025 Q2 2025 |
6,625
shares
|
$5.04 Million
2.57% of portfolio
|
Q2 2025
Added 6.0%
|
|
|
Silvercrest Asset Management Group LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
6,618
shares
|
$5.03 Million
0.04% of portfolio
|
Q2 2025
Added 0.14%
|
|
|
Arrow Capital Pty LTD
Sydney, C3 |
Aug 14, 2025 Q2 2025 |
6,594
shares
|
$5.01 Million
3.8% of portfolio
|
Q2 2025
Added 1.45%
|
|
|
Lindbrook Capital, LLC
|
May 05, 2025 Q1 2025 |
6,563
shares
|
$4.99 Million
0.51% of portfolio
|
Q1 2025
Added 3.68%
|
|
|
Allen Investment Management LLC
|
Aug 07, 2025 Q2 2025 |
6,539
shares
|
$4.97 Million
0.06% of portfolio
|
Q2 2025
Reduced 1.31%
|
|
|
Inves Trust
Oklahoma City, OK |
Jul 02, 2025 Q2 2025 |
6,528
shares
|
$4.96 Million
1.96% of portfolio
|
Q2 2025
Reduced 39.78%
|
|
|
Everhart Financial Group, Inc.
|
Aug 07, 2025 Q2 2025 |
6,516
shares
|
$4.95 Million
0.6% of portfolio
|
Q2 2025
Added 12.99%
|
|
|
Mango Five Family, Inc.
Reno, NV |
May 15, 2024 Q1 2024 |
6,516
shares
|
$4.95 Million
1.68% of portfolio
|
Q1 2024
Reduced 5.78%
|
|
|
Broderick Brian C
|
Jul 23, 2025 Q2 2025 |
6,511
shares
|
$4.95 Million
1.1% of portfolio
|
Q2 2025
Added 18.12%
|
|
|
Welch Group, LLC
|
Jul 25, 2025 Q2 2025 |
6,510
shares
|
$4.95 Million
0.21% of portfolio
|
Q2 2025
Added 1.17%
|
|
|
Institutional & Family Asset Management, LLC
|
Jul 05, 2024 Q2 2024 |
6,502
shares
|
$4.94 Million
0.7% of portfolio
|
Q2 2024
Reduced 7.02%
|
|
|
Verde Servicos Internacionais S.A.
Sao Paulo, D5 |
Jul 24, 2025 Q2 2025 |
6,500
shares
|
$4.94 Million
2.22% of portfolio
|
Q2 2025
New holding
|
|
|
Canandaigua National Corp
|
Feb 07, 2023 Q4 2022 |
6,492
shares
|
$4.93 Million
0.4% of portfolio
|
Q4 2022
Reduced 3.79%
|
|
|
Bos Asset Management, LLC
Springfield, IL |
Jul 16, 2025 Q2 2025 |
6,483
shares
|
$4.93 Million
1.61% of portfolio
|
Q2 2025
Reduced 1.4%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Jul 23, 2025 Q2 2025 |
6,483
shares
|
$4.93 Million
0.4% of portfolio
|
Q1 2025
Added 9.73%
|
|
|
Zega Investments, LLC
Palm Beach Gardens, FL |
Aug 06, 2025 Q2 2025 |
6,476
shares
|
$4.92 Million
0.69% of portfolio
|
Q2 2025
Added 278.27%
|
|
|
Paragon Advisors, LLC
|
Jul 30, 2025 Q2 2025 |
6,447
shares
|
$4.9 Million
1.5% of portfolio
|
Q2 2025
Added 1.22%
|
|
|
Cinctive Capital Management LP
New York, NY |
Aug 14, 2025 Q2 2025 |
6,421
shares
|
$4.88 Million
0.28% of portfolio
|
Q2 2025
Added 241.54%
|
|
|
Mid West One Financial Group, Inc.
Iowa City, IA |
Aug 13, 2025 Q2 2025 |
6,405
shares
|
$4.87 Million
0.66% of portfolio
|
Q2 2025
Added 1.34%
|