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 |
|---|---|---|---|---|---|
|
Invesco, LLC
Des Plaines, IL |
Jul 17, 2025 Q2 2025 |
4,571
shares
|
$3.45 Million
1.33% of portfolio
|
Q2 2025
Reduced 2.77%
|
|
|
Cooper Financial Group
|
Jul 17, 2025 Q2 2025 |
4,559
shares
|
$3.44 Million
0.44% of portfolio
|
Q2 2025
Added 53.19%
|
|
|
Jeppson Wealth Management, LLC
|
Jul 15, 2025 Q2 2025 |
4,539
shares
|
$3.43 Million
1.23% of portfolio
|
Q2 2025
Reduced 7.71%
|
|
|
Tounjian Advisory Partners, LLC
Fort Myers, FL |
Jul 09, 2025 Q2 2025 |
4,536
shares
|
$3.42 Million
0.73% of portfolio
|
Q2 2025
Reduced 1.95%
|
|
|
Mechanics Bank Trust Department
|
Jul 14, 2025 Q2 2025 |
4,527
shares
|
$3.42 Million
0.52% of portfolio
|
Q2 2025
Reduced 15.93%
|
|
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
Aug 11, 2025 Q2 2025 |
4,526
shares
|
$3.42 Million
0.29% of portfolio
|
Q2 2025
Added 5.55%
|
|
|
Pure Financial Advisors, LLC
|
Jul 18, 2025 Q2 2025 |
4,514
shares
|
$3.41 Million
0.06% of portfolio
|
Q2 2025
Added 16.55%
|
|
|
Lighthouse Financial LLC
Largo, FL |
Aug 11, 2025 Q2 2025 |
4,509
shares
|
$3.4 Million
2.69% of portfolio
|
Q2 2025
Added 2.5%
|
|
|
Rb Capital Management, LLC
|
Jul 03, 2025 Q2 2025 |
4,504
shares
|
$3.4 Million
0.84% of portfolio
|
Q2 2025
Added 6.76%
|
|
|
Beaumont Financial Advisors, LLC
Needham, DE |
Jul 16, 2025 Q2 2025 |
4,497
shares
|
$3.4 Million
0.31% of portfolio
|
Q2 2025
Reduced 1.23%
|
|
|
Soltis Investment Advisors LLC
St. George, UT |
Aug 06, 2025 Q2 2025 |
4,487
shares
|
$3.39 Million
0.28% of portfolio
|
Q2 2025
Reduced 18.85%
|
|
|
Philip James Wealth Mangement, LLC
Milton, GA |
Jul 18, 2025 Q2 2025 |
4,479
shares
|
$3.38 Million
0.45% of portfolio
|
Q2 2025
Reduced 25.09%
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
Aug 14, 2025 Q2 2025 |
4,471
shares
|
$3.38 Million
0.26% of portfolio
|
Q2 2025
Added 5.25%
|
|
|
Hnp Capital LLC
|
May 18, 2023 Q1 2023 |
4,466
shares
|
$3.37 Million
0.43% of portfolio
|
Q1 2023
Reduced 4.29%
|
|
|
Stonnington Group, LLC
|
Apr 14, 2023 Q1 2023 |
4,465
shares
|
$3.37 Million
0.4% of portfolio
|
Q1 2023
Reduced 40.2%
|
|
|
Segment Wealth Management, LLC
|
Jul 21, 2025 Q2 2025 |
4,452
shares
|
$3.36 Million
0.23% of portfolio
|
Q2 2025
Added 221.68%
|
|
|
First Dallas Securities Inc.
|
Aug 07, 2025 Q2 2025 |
4,443
shares
|
$3.35 Million
1.41% of portfolio
|
Q2 2025
Added 0.11%
|
|
|
Owl Creek Asset Management, L.P.
New York, NY |
Aug 14, 2025 Q2 2025 |
4,440
shares
|
$3.35 Million
0.17% of portfolio
|
Q2 2025
New holding
|
|
|
Alaethes Wealth LLC
Glenbrook, NV |
Aug 14, 2025 Q2 2025 |
4,427
shares
|
$3.34 Million
1.08% of portfolio
|
Q2 2025
Added 4.58%
|
|
|
Marble Harbor Investment Counsel, LLC
Boston, MA |
Aug 08, 2025 Q2 2025 |
4,414
shares
|
$3.33 Million
0.39% of portfolio
|
Q1 2025
Reduced 24.73%
|
|
|
Pinnacle West Asset Management, Inc.
Casper, WY |
Jul 24, 2025 Q2 2025 |
4,408
shares
|
$3.33 Million
2.38% of portfolio
|
Q2 2025
Reduced 0.52%
|
|
|
Texas Bank & Trust CO
Longview, TX |
Aug 05, 2025 Q2 2025 |
4,405
shares
|
$3.33 Million
1.37% of portfolio
|
Q2 2025
Reduced 4.13%
|
|
|
Aspen Grove Capital, LLC
Avon, CO |
Aug 14, 2025 Q2 2025 |
4,403
shares
|
$3.32 Million
0.58% of portfolio
|
Q2 2025
Added 10.08%
|
|
|
West Family Investments, Inc.
Carlsbad, CA |
Aug 13, 2025 Q2 2025 |
4,395
shares
|
$3.32 Million
0.87% of portfolio
|
Q2 2025
Added 193.39%
|
|
|
Exane Asset Management
|
Jul 17, 2025 Q2 2025 |
4,394
shares
|
$3.32 Million
1.9% of portfolio
|
Q2 2025
New holding
|