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 |
|---|---|---|---|---|---|
|
Sowell Financial Services LLC
North Little Rock, AR |
Jul 11, 2025 Q2 2025 |
6,395
shares
|
$4.86 Million
0.21% of portfolio
|
Q2 2025
Reduced 5.78%
|
|
|
Parisi Gray Wealth Management
|
Jul 08, 2025 Q2 2025 |
6,393
shares
|
$4.86 Million
1.46% of portfolio
|
Q2 2025
Added 0.52%
|
|
|
Magnus Financial Group LLC
New York, NY |
Jul 15, 2025 Q2 2025 |
6,385
shares
|
$4.85 Million
0.47% of portfolio
|
Q2 2025
Added 4.14%
|
|
|
Centre Asset Management, LLC
|
Apr 01, 2025 Q1 2025 |
6,383
shares
|
$4.85 Million
1.36% of portfolio
|
Q1 2025
Reduced 7.17%
|
|
|
Meridian Wealth Advisors, LLC
|
Aug 12, 2025 Q2 2025 |
6,380
shares
|
$4.85 Million
0.84% of portfolio
|
Q2 2025
Reduced 0.37%
|
|
|
Broadleaf Partners, LLC
Hudson, OH |
Aug 14, 2025 Q2 2025 |
6,365
shares
|
$4.84 Million
1.15% of portfolio
|
Q2 2025
Reduced 0.39%
|
|
|
Keebeck Wealth Management, LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
6,356
shares
|
$4.83 Million
0.68% of portfolio
|
Q2 2025
Reduced 17.76%
|
|
|
Zwj Investment Counsel Inc
|
Jul 21, 2025 Q2 2025 |
6,347
shares
|
$4.82 Million
0.19% of portfolio
|
Q2 2025
Reduced 0.74%
|
|
|
Sanders Morris Harris LLC
|
Jul 30, 2025 Q2 2025 |
6,323
shares
|
$4.81 Million
1.28% of portfolio
|
Q2 2025
Reduced 32.6%
|
|
|
Bey Douglas LLC
Marietta, GA |
Jul 24, 2025 Q2 2025 |
6,317
shares
|
$4.8 Million
3.0% of portfolio
|
Q2 2025
Added 22.42%
|
|
|
Lake Street Financial LLC
|
Aug 11, 2025 Q2 2025 |
6,309
shares
|
$4.8 Million
0.74% of portfolio
|
Q2 2025
Added 10.8%
|
|
|
Investment Partners, Ltd.
|
Aug 08, 2025 Q2 2025 |
6,300
shares
|
$4.79 Million
1.89% of portfolio
|
Q2 2025
Reduced 3.79%
|
|
|
Brandywine Oak Private Wealth LLC
|
Jul 24, 2025 Q2 2025 |
6,297
shares
|
$4.79 Million
0.46% of portfolio
|
Q2 2025
Reduced 0.62%
|
|
|
Stone Crest Wealth Management, Inc.
Chandler, AZ |
Jul 15, 2025 Q2 2025 |
6,262
shares
|
$4.76 Million
2.33% of portfolio
|
Q2 2025
Added 2.5%
|
|
|
First City Capital Management, Inc.
|
Jul 15, 2025 Q2 2025 |
6,244
shares
|
$4.75 Million
2.86% of portfolio
|
Q2 2025
Reduced 1.41%
|
|
|
Flagship Harbor Advisors, LLC
|
Aug 04, 2025 Q2 2025 |
6,226
shares
|
$4.73 Million
0.25% of portfolio
|
Q2 2025
Added 0.6%
|
|
|
Mc Kinley Carter Wealth Services, Inc.
|
Jul 24, 2025 Q2 2025 |
6,180
shares
|
$4.7 Million
0.28% of portfolio
|
Q2 2025
Reduced 0.58%
|
|
|
First Business Financial Services, Inc.
|
Jul 31, 2025 Q2 2025 |
6,180
shares
|
$4.7 Million
0.44% of portfolio
|
Q2 2025
Reduced 5.36%
|
|
|
Sym Financial Corp
|
Aug 01, 2025 Q2 2025 |
6,156
shares
|
$4.68 Million
0.54% of portfolio
|
Q2 2025
Added 3.6%
|
|
|
Alpha Centric Advisors LLC
San Juan, PR |
Jan 31, 2025 Q4 2024 |
6,140
shares
|
$4.67 Million
4.87% of portfolio
|
Q4 2024
New holding
|
|
|
Compass Wealth Management LLC
Guilford, CT |
Aug 08, 2025 Q2 2025 |
6,128
shares
|
$4.66 Million
1.14% of portfolio
|
Q1 2025
Reduced 7.57%
|
|
|
Buckingham Capital Management, Inc.
|
Jan 31, 2025 Q4 2024 |
6,123
shares
|
$4.65 Million
0.56% of portfolio
|
Q4 2024
Reduced 25.47%
|
|
|
American Trust
Lexington, KY |
Sep 03, 2025 Q2 2025 |
6,122
shares
|
$4.65 Million
0.47% of portfolio
|
Q2 2025
Added 147.05%
|
|
|
Mezzasalma Advisors, LLC
|
Jul 29, 2025 Q2 2025 |
6,121
shares
|
$4.65 Million
1.49% of portfolio
|
Q2 2025
Reduced 14.32%
|
|
|
Ever Source Wealth Advisors, LLC
|
Aug 13, 2025 Q2 2025 |
6,120
shares
|
$4.65 Million
0.24% of portfolio
|
Q2 2025
Added 21.38%
|