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 |
|---|---|---|---|---|---|
|
Wny Asset Management, LLC
Williamsville, NY |
Aug 04, 2025 Q2 2025 |
5,189
shares
|
$3.92 Million
0.47% of portfolio
|
Q2 2025
Added 4.57%
|
|
|
Camden Capital, LLC
|
Aug 14, 2025 Q2 2025 |
5,186
shares
|
$3.92 Million
0.39% of portfolio
|
Q2 2025
Reduced 5.26%
|
|
|
Wellington Shields Capital Management, LLC
New York, NY |
Aug 05, 2025 Q2 2025 |
5,184
shares
|
$3.91 Million
0.71% of portfolio
|
Q1 2025
Reduced 88.21%
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
5,152
shares
|
$3.89 Million
0.48% of portfolio
|
Q2 2022
Added 101.25%
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Aug 12, 2025 Q2 2025 |
5,144
shares
|
$3.88 Million
0.34% of portfolio
|
Q2 2025
Reduced 16.91%
|
|
|
Sargent Investment Group, LLC
|
Aug 14, 2025 Q2 2025 |
5,141
shares
|
$3.88 Million
0.57% of portfolio
|
Q2 2025
Added 39.21%
|
|
|
Dgs Capital Management, LLC
|
Jan 21, 2025 Q4 2024 |
5,136
shares
|
$3.88 Million
1.03% of portfolio
|
Q4 2024
Reduced 1.97%
|
|
|
9258 Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
5,126
shares
|
$3.87 Million
0.68% of portfolio
|
Q2 2024
Reduced 0.91%
|
|
|
Peddock Capital Advisors, LLC
|
Jul 15, 2025 Q2 2025 |
5,124
shares
|
$3.87 Million
0.93% of portfolio
|
Q1 2025
Added 0.45%
|
|
|
Catalyst Financial Partners LLC
Boston, MA |
Aug 14, 2025 Q2 2025 |
5,124
shares
|
$3.87 Million
0.44% of portfolio
|
Q2 2025
Added 1.89%
|
|
|
Executive Wealth Management, LLC
|
Feb 13, 2025 Q4 2024 |
5,103
shares
|
$3.85 Million
0.34% of portfolio
|
Q4 2024
Reduced 1.87%
|
|
|
Harbour Trust & Investment Management CO
Michigan City, IN |
Jul 28, 2025 Q2 2025 |
5,103
shares
|
$3.85 Million
0.44% of portfolio
|
Q2 2025
Reduced 6.11%
|
|
|
Parthenon LLC
|
Jul 29, 2025 Q2 2025 |
5,092
shares
|
$3.84 Million
0.46% of portfolio
|
Q2 2025
Added 0.99%
|
|
|
Bcs Wealth Management
|
Jul 15, 2025 Q2 2025 |
5,091
shares
|
$3.84 Million
0.85% of portfolio
|
Q2 2025
Added 3.73%
|
|
|
Secure Asset Management, LLC
|
Jul 10, 2025 Q2 2025 |
5,069
shares
|
$3.83 Million
0.76% of portfolio
|
Q2 2025
Added 29.74%
|
|
|
Hamilton Point Investment Advisors, LLC
|
Jul 28, 2025 Q2 2025 |
5,061
shares
|
$3.82 Million
0.66% of portfolio
|
Q2 2025
Reduced 0.37%
|
|
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
Aug 01, 2025 Q2 2025 |
5,053
shares
|
$3.81 Million
0.74% of portfolio
|
Q2 2025
Reduced 43.74%
|
|
|
Lm Advisors LLC
San Diego, CA |
Aug 14, 2025 Q2 2025 |
5,031
shares
|
$3.8 Million
0.5% of portfolio
|
Q2 2025
Reduced 14.41%
|
|
|
Krs Capital Management, LLC
|
Jul 24, 2025 Q2 2025 |
5,028
shares
|
$3.8 Million
2.67% of portfolio
|
Q1 2025
Added 2.49%
|
|
|
Means Investment Co., Inc.
|
Jul 25, 2025 Q2 2025 |
5,021
shares
|
$3.79 Million
0.37% of portfolio
|
Q2 2025
Added 4.02%
|
|
|
Hamilton Wealth, LLC
|
Nov 14, 2024 Q3 2024 |
5,011
shares
|
$3.78 Million
1.19% of portfolio
|
Q3 2024
Added 785.34%
|
|
|
Manchester Capital Management LLC
Manchester, VT |
Aug 12, 2025 Q2 2025 |
5,011
shares
|
$3.78 Million
0.53% of portfolio
|
Q2 2025
Reduced 0.28%
|
|
|
Iam Advisory, LLC
|
Jul 08, 2025 Q2 2025 |
5,008
shares
|
$3.78 Million
0.98% of portfolio
|
Q2 2025
Reduced 2.02%
|
|
|
Sentry LLC
Memphis, TN |
Jul 30, 2025 Q2 2025 |
5,005
shares
|
$3.78 Million
0.78% of portfolio
|
Q1 2025
Added 0.02%
|
|
|
Heartland Bank & Trust CO
|
Jul 25, 2025 Q2 2025 |
5,004
shares
|
$3.78 Million
1.86% of portfolio
|
Q2 2025
Added 0.36%
|