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 |
|---|---|---|---|---|---|
|
Brentview Investment Management LLC
Northfield, IL |
Aug 13, 2025 Q2 2025 |
5,374
shares
|
$4.06 Million
2.12% of portfolio
|
Q2 2025
Added 38.72%
|
|
|
Pacific Wealth Strategies Group, Inc.
|
Aug 05, 2025 Q2 2025 |
5,373
shares
|
$4.06 Million
2.83% of portfolio
|
Q2 2025
Added 1457.39%
|
|
|
Wolverine Asset Management LLC
|
Aug 04, 2025 Q2 2025 |
5,370
shares
|
$4.05 Million
0.08% of portfolio
|
Q2 2025
Added 2386.11%
|
|
|
Pinnacle Bancorp, Inc.
|
Jul 11, 2025 Q2 2025 |
5,364
shares
|
$4.05 Million
1.32% of portfolio
|
Q2 2025
Added 1.13%
|
|
|
Carl P. Sherr & Co., LLC
|
Aug 08, 2025 Q2 2025 |
5,323
shares
|
$4.02 Million
2.12% of portfolio
|
Q2 2025
Reduced 3.8%
|
|
|
Boston Financial Mangement LLC
Boston, MA |
Feb 03, 2025 Q4 2024 |
5,320
shares
|
$4.02 Million
0.13% of portfolio
|
Q4 2024
Added 5.98%
|
|
|
Mitchell Mcleod Pugh & Williams Inc
|
Jul 28, 2025 Q2 2025 |
5,314
shares
|
$4.01 Million
0.78% of portfolio
|
Q2 2025
Added 2.71%
|
|
|
Tiedemann Advisors, LLC
|
Nov 14, 2023 Q3 2023 |
5,308
shares
|
$4.01 Million
0.12% of portfolio
|
Q3 2023
Added 832.86%
|
|
|
Caption Management, LLC
Oklahoma City, OK |
Aug 14, 2025 Q2 2025 |
5,300
shares
|
$4 Million
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Principal Street Partners, LLC
Memphis, TN |
Aug 14, 2025 Q2 2025 |
5,297
shares
|
$4 Million
0.41% of portfolio
|
Q2 2025
Added 132.43%
|
|
|
Simplex Trading, LLC
|
Aug 05, 2025 Q2 2025 |
5,286
shares
|
$3.99 Million
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
Jul 08, 2025 Q2 2025 |
5,278
shares
|
$3.98 Million
0.68% of portfolio
|
Q2 2025
Reduced 1.09%
|
|
|
One Ascent Financial Services LLC
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
5,272
shares
|
$3.98 Million
0.29% of portfolio
|
Q2 2025
Reduced 49.44%
|
|
|
Evelyn Partners Investment Management LLP
London, |
Aug 12, 2025 Q2 2025 |
5,269
shares
|
$3.98 Million
0.16% of portfolio
|
Q2 2025
Added 1363.61%
|
|
|
Sound Income Strategies, LLC
|
Jul 17, 2025 Q2 2025 |
5,260
shares
|
$3.97 Million
0.25% of portfolio
|
Q2 2025
Added 7.92%
|
|
|
Wealthquest Corp
Cincinnati, OH |
Aug 13, 2025 Q2 2025 |
5,258
shares
|
$3.97 Million
0.39% of portfolio
|
Q2 2025
Added 0.31%
|
|
|
Carret Asset Management, LLC
|
Aug 04, 2025 Q2 2025 |
5,253
shares
|
$3.97 Million
0.45% of portfolio
|
Q2 2025
Reduced 0.1%
|
|
|
Ironwood Financial, LLC
|
Jul 23, 2025 Q2 2025 |
5,248
shares
|
$3.96 Million
0.84% of portfolio
|
Q4 2024
Reduced 0.55%
|
|
|
Arrow Financial Corp
|
Aug 11, 2025 Q2 2025 |
5,244
shares
|
$3.96 Million
0.44% of portfolio
|
Q2 2025
Added 2.0%
|
|
|
Wsfs Capital Management, LLC
Philadelphia, PA |
Aug 06, 2025 Q2 2025 |
5,233
shares
|
$3.95 Million
0.23% of portfolio
|
Q2 2025
Added 1.0%
|
|
|
Keudell
|
Jul 22, 2025 Q2 2025 |
5,230
shares
|
$3.95 Million
0.97% of portfolio
|
Q2 2025
Reduced 1.6%
|
|
|
David R. Rahn & Associates Inc.
|
Aug 07, 2025 Q2 2025 |
5,219
shares
|
$3.94 Million
1.19% of portfolio
|
Q2 2025
Reduced 6.12%
|
|
|
Kanawha Capital Management LLC
|
Jul 29, 2025 Q2 2025 |
5,208
shares
|
$3.93 Million
0.3% of portfolio
|
Q2 2025
Added 13.59%
|
|
|
Lighthouse Investment Partners, LLC
Palm Beach Gardens, FL |
Aug 14, 2025 Q2 2025 |
5,200
shares
|
$3.93 Million
0.17% of portfolio
|
Q2 2025
Added 160.0%
|
|
|
Rmr Wealth Builders
|
Jul 08, 2025 Q2 2025 |
5,194
shares
|
$3.92 Million
0.37% of portfolio
|
Q2 2025
Added 5.63%
|