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 |
|---|---|---|---|---|---|
|
Beaton Management Co. Inc.
Haverhill, MA |
Aug 12, 2025 Q2 2025 |
5,911
shares
|
$4.49 Million
2.25% of portfolio
|
Q4 2024
Added 2.85%
|
|
|
Quantbot Technologies LP
New York, NY |
Aug 13, 2025 Q2 2025 |
5,891
shares
|
$4.48 Million
0.13% of portfolio
|
Q2 2025
New holding
|
|
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
Aug 12, 2025 Q2 2025 |
5,858
shares
|
$4.45 Million
1.19% of portfolio
|
Q2 2025
Added 2.72%
|
|
|
Smith, Moore & Co.
Clayton, MO |
Aug 13, 2025 Q2 2025 |
5,854
shares
|
$4.45 Million
0.42% of portfolio
|
Q2 2025
Reduced 9.17%
|
|
|
Resonant Capital Advisors, LLC
|
Jul 31, 2025 Q2 2025 |
5,844
shares
|
$4.44 Million
0.3% of portfolio
|
Q2 2025
Added 10.62%
|
|
|
Vision Capital Management, Inc.
Portland, OR |
Jul 16, 2025 Q2 2025 |
5,832
shares
|
$4.43 Million
0.61% of portfolio
|
Q2 2025
Reduced 22.12%
|
|
|
Enterprise Bank & Trust CO
|
Jul 07, 2025 Q2 2025 |
5,795
shares
|
$4.4 Million
1.71% of portfolio
|
Q2 2025
Reduced 0.24%
|
|
|
Highview Capital Management LLC
|
Aug 11, 2025 Q2 2025 |
5,793
shares
|
$4.4 Million
1.76% of portfolio
|
Q2 2025
Added 1.49%
|
|
|
Ipswich Investment Management Co., Inc.
|
Jul 16, 2025 Q2 2025 |
5,765
shares
|
$4.38 Million
1.12% of portfolio
|
Q2 2025
Added 51.11%
|
|
|
Accent Capital Management, LLC
Dayton, OH |
Aug 07, 2025 Q2 2025 |
5,747
shares
|
$4.37 Million
2.0% of portfolio
|
Q2 2025
Reduced 1.14%
|
|
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
Feb 14, 2023 Q4 2022 |
5,745
shares
|
$4.37 Million
0.21% of portfolio
|
Q4 2022
Added 2.66%
|
|
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
Aug 05, 2025 Q2 2025 |
5,744
shares
|
$4.37 Million
0.11% of portfolio
|
Q2 2025
Added 3.51%
|
|
|
Sage Mountain Advisors LLC
|
Jul 31, 2025 Q2 2025 |
5,732
shares
|
$4.36 Million
0.3% of portfolio
|
Q2 2025
Added 0.47%
|
|
|
Angeles Wealth Management, LLC
|
Jul 29, 2025 Q2 2025 |
5,714
shares
|
$4.34 Million
0.31% of portfolio
|
Q2 2025
Added 11.47%
|
|
|
Hilltop National Bank
Casper, WY |
Jul 21, 2025 Q2 2025 |
5,712
shares
|
$4.34 Million
1.16% of portfolio
|
Q2 2025
Added 6.49%
|
|
|
Armstrong Advisory Group, Inc
Needham, MA |
Jul 14, 2025 Q2 2025 |
5,708
shares
|
$4.34 Million
0.36% of portfolio
|
Q2 2025
Reduced 4.74%
|
|
|
West Oak Capital, LLC
|
Jul 14, 2025 Q2 2025 |
5,707
shares
|
$4.34 Million
1.74% of portfolio
|
Q2 2025
Added 5.86%
|
|
|
Capital Square, LLC
|
Aug 11, 2025 Q2 2025 |
5,697
shares
|
$4.33 Million
2.46% of portfolio
|
Q2 2025
Added 9.79%
|
|
|
Belpointe Asset Management LLC
|
Jul 22, 2025 Q2 2025 |
5,671
shares
|
$4.31 Million
0.21% of portfolio
|
Q2 2025
Added 21.05%
|
|
|
M&G PLC
London, X0 |
Aug 08, 2025 Q2 2025 |
5,665
shares
|
$4.31 Million
0.03% of portfolio
|
Q3 2024
Reduced 50.46%
|
|
|
Roundview Capital LLC
Princeton, NJ |
Jul 23, 2025 Q2 2025 |
5,650
shares
|
$4.29 Million
0.3% of portfolio
|
Q2 2025
Added 19.78%
|
|
|
Sabal Trust CO
|
Apr 23, 2025 Q1 2025 |
5,648
shares
|
$4.29 Million
0.27% of portfolio
|
Q1 2025
Reduced 2.39%
|
|
|
Brewin Dolphin LTD
London, X0 |
Nov 14, 2022 Q2 2022 |
5,648
shares
|
$4.29 Million
0.09% of portfolio
|
Q3 2021
Added 0.09%
|
|
|
Texas Yale Capital Corp.
St. Petersburg, FL |
Aug 06, 2025 Q2 2025 |
5,640
shares
|
$4.29 Million
0.15% of portfolio
|
Q2 2025
Added 3.26%
|
|
|
Hurlow Wealth Management Group, Inc.
|
Jul 10, 2025 Q2 2025 |
5,639
shares
|
$4.29 Million
1.25% of portfolio
|
Q2 2025
Reduced 8.13%
|