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 4,447 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 $590 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Asset Dedication, LLC
|
Aug 19, 2025 Q2 2025 |
4,740
shares
|
$3.58 Million
0.27% of portfolio
|
Q2 2025
Added 5.19%
|
|
|
Triangle Securities Wealth Management
|
Jul 10, 2025 Q2 2025 |
4,720
shares
|
$3.56 Million
0.97% of portfolio
|
Q2 2025
Reduced 1.95%
|
|
|
Csenge Advisory Group
|
Aug 05, 2025 Q2 2025 |
4,720
shares
|
$3.56 Million
0.19% of portfolio
|
Q2 2025
Added 8.98%
|
|
|
Bowling Portfolio Management LLC
|
Oct 04, 2022 Q3 2022 |
4,712
shares
|
$3.56 Million
0.42% of portfolio
|
Q3 2022
Reduced 12.22%
|
|
|
Tyche Wealth Partners LLC
Plano, TX |
Jul 23, 2025 Q2 2025 |
4,695
shares
|
$3.54 Million
0.74% of portfolio
|
Q2 2025
Reduced 2.67%
|
|
|
Parr Mcknight Wealth Management Group, LLC
Minneapolis, MN |
Aug 11, 2025 Q2 2025 |
4,682
shares
|
$3.53 Million
0.5% of portfolio
|
Q2 2025
Reduced 1.74%
|
|
|
Banco De Sabadell, S.A
Miami, FL |
Aug 13, 2025 Q2 2025 |
4,680
shares
|
$3.53 Million
2.52% of portfolio
|
Q2 2025
Reduced 2.94%
|
|
|
Koshinski Asset Management, Inc.
|
Jul 29, 2025 Q2 2025 |
4,673
shares
|
$3.53 Million
0.27% of portfolio
|
Q2 2025
Added 9.13%
|
|
|
Exome Asset Management LLC
New York, NY |
Aug 15, 2025 Q2 2025 |
4,673
shares
|
$3.53 Million
2.71% of portfolio
|
Q1 2025
Reduced 43.34%
|
|
|
Connable Office Inc
|
Aug 05, 2025 Q2 2025 |
4,672
shares
|
$3.53 Million
0.37% of portfolio
|
Q2 2025
Added 1.83%
|
|
|
Vista Investment Partners LLC
Oklahoma City, OK |
Jul 10, 2025 Q2 2025 |
4,665
shares
|
$3.52 Million
1.05% of portfolio
|
Q2 2025
Added 0.73%
|
|
|
Grimes & Company, Inc.
|
Jul 22, 2025 Q2 2025 |
4,659
shares
|
$3.52 Million
0.1% of portfolio
|
Q2 2025
Added 7.4%
|
|
|
Advisory Alpha, LLC
|
Aug 01, 2025 Q2 2025 |
4,645
shares
|
$3.51 Million
0.11% of portfolio
|
Q2 2025
Added 11.44%
|
|
|
Ropes Wealth Advisors LLC
Boston, MA |
Oct 19, 2023 Q3 2023 |
4,645
shares
|
$3.51 Million
0.49% of portfolio
|
Q3 2023
Reduced 13.68%
|
|
|
Clear Creek Financial Management, LLC
|
Jul 23, 2025 Q2 2025 |
4,644
shares
|
$3.51 Million
0.38% of portfolio
|
Q2 2025
Reduced 5.13%
|
|
|
Cladis Investment Advisory, LLC
Billings, MT |
Aug 11, 2025 Q2 2025 |
4,644
shares
|
$3.51 Million
2.27% of portfolio
|
Q4 2024
Reduced 6.07%
|
|
|
Diversified Enterprises, LLC
Wilmington, DE |
Jul 16, 2025 Q2 2025 |
4,639
shares
|
$3.5 Million
0.27% of portfolio
|
Q2 2025
Added 0.02%
|
|
|
Appleton Partners Inc
|
Jul 22, 2025 Q2 2025 |
4,625
shares
|
$3.49 Million
0.26% of portfolio
|
Q2 2025
Reduced 1.32%
|
|
|
Geneva Partners, LLC
|
Aug 14, 2025 Q2 2025 |
4,616
shares
|
$3.48 Million
1.5% of portfolio
|
Q2 2025
Added 0.72%
|
|
|
Blodgett Wealth Advisors, LLC
|
Jul 09, 2025 Q2 2025 |
4,607
shares
|
$3.48 Million
2.82% of portfolio
|
Q2 2025
Reduced 8.26%
|
|
|
Peterson Wealth Services
|
Jul 31, 2025 Q2 2025 |
4,600
shares
|
$3.47 Million
0.99% of portfolio
|
Q2 2025
Added 1.86%
|
|
|
Westwood Holdings Group Inc
Dallas, TX |
Aug 18, 2025 Q2 2025 |
4,600
shares
|
$3.47 Million
0.03% of portfolio
|
Q2 2025
Reduced 9.43%
|
|
|
Puzo Michael J
|
Jul 23, 2025 Q2 2025 |
4,581
shares
|
$3.46 Million
1.04% of portfolio
|
Q2 2025
Added 80.21%
|
|
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
May 13, 2025 Q1 2025 |
4,581
shares
|
$3.46 Million
0.3% of portfolio
|
Q1 2025
Added 0.48%
|
|
|
Accurate Wealth Management, LLC
|
Jul 15, 2025 Q2 2025 |
4,572
shares
|
$3.45 Million
0.61% of portfolio
|
Q2 2025
Added 7.0%
|