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 Asset Advisory Services LLC
Haslett, MI |
Jul 07, 2025 Q2 2025 |
6,115
shares
|
$4.65 Million
0.22% of portfolio
|
Q2 2025
Added 3.33%
|
|
|
Alpha Core Capital LLC
La Jolla, CA |
Aug 12, 2025 Q2 2025 |
6,109
shares
|
$4.64 Million
0.19% of portfolio
|
Q2 2025
Added 83.4%
|
|
|
Fishman Jay A LTD
Troy, MI |
Jul 22, 2025 Q2 2025 |
6,094
shares
|
$4.63 Million
0.47% of portfolio
|
Q2 2025
Added 54.24%
|
|
|
Frontier Wealth Management LLC
Kansas City, MO |
Aug 12, 2022 Q2 2022 |
6,092
shares
|
$4.63 Million
0.02% of portfolio
|
Q2 2022
Added 2.15%
|
|
|
Lloyd Park, LLC
Wilmette, IL |
Nov 14, 2022 Q3 2022 |
6,089
shares
|
$4.63 Million
2.43% of portfolio
|
Q4 2021
New holding
|
|
|
Dfpg Investments, LLC
|
Jan 09, 2024 Q4 2023 |
6,088
shares
|
$4.63 Million
0.27% of portfolio
|
Q4 2023
Added 0.91%
|
|
|
Sitrin Capital Management LLC
|
Jul 23, 2025 Q2 2025 |
6,078
shares
|
$4.62 Million
2.6% of portfolio
|
Q2 2025
Reduced 8.52%
|
|
|
Oxler Private Wealth LLC
New York, NY |
Aug 13, 2025 Q2 2025 |
6,068
shares
|
$4.61 Million
1.67% of portfolio
|
Q2 2025
Added 0.18%
|
|
|
Premier Path Wealth Partners, LLC
Madison, NJ |
Aug 04, 2025 Q2 2025 |
6,067
shares
|
$4.61 Million
0.66% of portfolio
|
Q2 2025
Reduced 1.29%
|
|
|
Moloney Securities Asset Management, LLC
|
Jul 31, 2025 Q2 2025 |
6,057
shares
|
$4.6 Million
0.65% of portfolio
|
Q2 2025
Reduced 11.92%
|
|
|
Beck Capital Management, LLC
Austin, TX |
Aug 14, 2025 Q2 2025 |
6,044
shares
|
$4.59 Million
1.38% of portfolio
|
Q2 2025
Reduced 1.69%
|
|
|
Romano Brothers And Company
Evanston, IL |
Jul 21, 2025 Q2 2025 |
6,032
shares
|
$4.59 Million
0.6% of portfolio
|
Q2 2025
Reduced 0.3%
|
|
|
Crews Bank & Trust
Port Charlotte, FL |
Jul 21, 2025 Q2 2025 |
6,029
shares
|
$4.58 Million
0.74% of portfolio
|
Q2 2025
Added 0.75%
|
|
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
Jul 30, 2025 Q2 2025 |
6,012
shares
|
$4.57 Million
0.17% of portfolio
|
Q2 2025
Reduced 13.07%
|
|
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
Aug 07, 2025 Q2 2025 |
6,001
shares
|
$4.56 Million
0.91% of portfolio
|
Q2 2025
Reduced 3.19%
|
|
|
Cadinha & CO LLC
|
Jul 30, 2025 Q2 2025 |
5,982
shares
|
$4.55 Million
0.77% of portfolio
|
Q2 2025
Reduced 68.17%
|
|
|
Journey Strategic Wealth LLC
Summit, NJ |
Aug 12, 2025 Q2 2025 |
5,962
shares
|
$4.53 Million
0.15% of portfolio
|
Q2 2025
Added 71.42%
|
|
|
Steel Peak Wealth Management LLC
|
Jul 22, 2025 Q2 2025 |
5,958
shares
|
$4.53 Million
0.19% of portfolio
|
Q2 2025
Added 13.25%
|
|
|
Institute For Wealth Management, Llc.
|
Jul 18, 2025 Q2 2025 |
5,944
shares
|
$4.52 Million
0.53% of portfolio
|
Q2 2025
Reduced 3.6%
|
|
|
Insigneo Advisory Services, LLC
Miami, FL |
Aug 12, 2025 Q2 2025 |
5,934
shares
|
$4.51 Million
0.4% of portfolio
|
Q2 2025
Reduced 5.4%
|
|
|
Icw Investment Advisors LLC
Scottsdale, AZ |
Aug 14, 2025 Q2 2025 |
5,929
shares
|
$4.51 Million
1.89% of portfolio
|
Q2 2025
Reduced 10.57%
|
|
|
Td Private Client Wealth LLC
New York, NY |
Jul 15, 2025 Q2 2025 |
5,922
shares
|
$4.5 Million
0.11% of portfolio
|
Q2 2025
Added 5.62%
|
|
|
Endurance Wealth Management, Inc.
|
Aug 09, 2023 Q2 2023 |
5,914
shares
|
$4.5 Million
0.38% of portfolio
|
Q2 2023
Added 102.95%
|
|
|
Asio Capital, LLC
|
Jul 17, 2025 Q2 2025 |
5,914
shares
|
$4.5 Million
0.83% of portfolio
|
Q2 2025
Added 11.75%
|
|
|
Elm3 Financial Group, LLC
Alpharetta, GA |
Jul 22, 2025 Q2 2025 |
5,914
shares
|
$4.5 Million
3.83% of portfolio
|
Q2 2025
Reduced 7.84%
|