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 |
|---|---|---|---|---|---|
|
Van Leeuwen & Company, LLC
Princeton, NJ |
May 10, 2024 Q1 2024 |
5,638
shares
|
$4.26 Million
2.24% of portfolio
|
Q1 2024
Added 0.3%
|
|
|
Private Wealth Partners, LLC
|
Aug 01, 2025 Q2 2025 |
5,637
shares
|
$4.26 Million
0.34% of portfolio
|
Q2 2025
Added 4.64%
|
|
|
Pfc Capital Group, Inc.
Los Angeles, CA |
Aug 12, 2025 Q2 2025 |
5,616
shares
|
$4.24 Million
2.03% of portfolio
|
Q2 2025
Reduced 10.12%
|
|
|
Aaron Wealth Advisors LLC
|
Jul 09, 2025 Q2 2025 |
5,611
shares
|
$4.24 Million
0.45% of portfolio
|
Q2 2025
Reduced 0.73%
|
|
|
Iowa State Bank
|
Jul 22, 2025 Q2 2025 |
5,587
shares
|
$4.22 Million
0.89% of portfolio
|
Q2 2025
Added 0.63%
|
|
|
First Foundation Advisors
Irvine, CA |
Aug 13, 2025 Q2 2025 |
5,586
shares
|
$4.22 Million
0.17% of portfolio
|
Q2 2025
Added 129.12%
|
|
|
K.J. Harrison & Partners Inc
|
Aug 05, 2025 Q2 2025 |
5,582
shares
|
$4.21 Million
0.78% of portfolio
|
Q2 2025
Reduced 13.86%
|
|
|
Arista Wealth Management, LLC
Las Vegas, NV |
Jul 29, 2025 Q2 2025 |
5,576
shares
|
$4.21 Million
0.6% of portfolio
|
Q2 2025
New holding
|
|
|
Avantax Planning Partners, Inc.
|
Aug 11, 2025 Q2 2025 |
5,574
shares
|
$4.21 Million
0.14% of portfolio
|
Q2 2025
Added 4.34%
|
|
|
Forum Private Client Group LLC
|
Aug 12, 2025 Q2 2025 |
5,566
shares
|
$4.2 Million
1.67% of portfolio
|
Q2 2025
Added 0.02%
|
|
|
Waddell & Associates, LLC
|
Aug 12, 2025 Q2 2025 |
5,558
shares
|
$4.2 Million
0.47% of portfolio
|
Q2 2025
Reduced 10.64%
|
|
|
Quent Capital, LLC
|
Jul 21, 2025 Q2 2025 |
5,549
shares
|
$4.19 Million
0.43% of portfolio
|
Q2 2025
Reduced 0.47%
|
|
|
Natural Investments, LLC
|
Jul 24, 2025 Q2 2025 |
5,538
shares
|
$4.18 Million
1.12% of portfolio
|
Q2 2025
Added 2.57%
|
|
|
Hager Investment Management Services, LLC
New London, NH |
Jul 23, 2025 Q2 2025 |
5,537
shares
|
$4.18 Million
2.6% of portfolio
|
Q2 2025
Reduced 1.27%
|
|
|
Kesler, Norman & Wride, LLC
|
Aug 04, 2025 Q2 2025 |
5,512
shares
|
$4.16 Million
0.8% of portfolio
|
Q2 2025
Added 4.85%
|
|
|
Honeycomb Asset Management LP
New York, NY |
Aug 14, 2025 Q2 2025 |
5,500
shares
|
$4.15 Million
2.89% of portfolio
|
Q2 2025
New holding
|
|
|
Bay Colony Advisory Group, Inc D
|
Aug 04, 2025 Q2 2025 |
5,445
shares
|
$4.11 Million
0.62% of portfolio
|
Q2 2025
Added 7.33%
|
|
|
Advisor Os, LLC
|
Aug 14, 2025 Q2 2025 |
5,443
shares
|
$4.11 Million
0.44% of portfolio
|
Q2 2025
Added 1.53%
|
|
|
Zeke Capital Advisors, LLC
Berwyn, PA |
Feb 14, 2023 Q4 2022 |
5,442
shares
|
$4.11 Million
0.13% of portfolio
|
Q4 2022
Added 33.91%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Jul 16, 2025 Q2 2025 |
5,438
shares
|
$4.11 Million
0.15% of portfolio
|
Q1 2025
Added 3.52%
|
|
|
Valmark Advisers, Inc.
|
Jul 23, 2025 Q2 2025 |
5,424
shares
|
$4.09 Million
0.06% of portfolio
|
Q2 2025
Reduced 5.83%
|
|
|
Boothbay Fund Management, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
5,422
shares
|
$4.09 Million
0.09% of portfolio
|
Q2 2025
Added 27.01%
|
|
|
Lokken Investment Group LLC
|
Jul 23, 2025 Q2 2025 |
5,419
shares
|
$4.09 Million
1.82% of portfolio
|
Q2 2025
Reduced 3.51%
|
|
|
Stamos Capital Partners, L.P.
Menlo Park, CA |
Aug 14, 2025 Q2 2025 |
5,384
shares
|
$4.06 Million
0.79% of portfolio
|
Q2 2025
Added 96.14%
|
|
|
Hoyle Cohen, LLC
|
Jul 19, 2024 Q2 2024 |
5,380
shares
|
$4.06 Million
0.37% of portfolio
|
Q2 2024
Reduced 1.14%
|