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 |
|---|---|---|---|---|---|
|
High Net Worth Advisory Group LLC
Naples, FL |
Jul 10, 2025 Q2 2025 |
4,392
shares
|
$3.32 Million
0.95% of portfolio
|
Q2 2025
Reduced 1.55%
|
|
|
Humankind Investments LLC
|
Aug 14, 2025 Q2 2025 |
4,385
shares
|
$3.31 Million
0.86% of portfolio
|
Q2 2025
Added 16.01%
|
|
|
Pines Wealth Management, LLC
Southern Pines, NC |
Jul 09, 2025 Q2 2025 |
4,370
shares
|
$3.3 Million
1.21% of portfolio
|
Q2 2025
Added 7.13%
|
|
|
Brick & Kyle, Associates
Newtown, PA |
Aug 18, 2025 Q2 2025 |
4,364
shares
|
$3.29 Million
1.5% of portfolio
|
Q2 2025
Added 63.81%
|
|
|
Cordatus Wealth Management LLC
Newtown, PA |
Aug 11, 2025 Q2 2025 |
4,354
shares
|
$3.29 Million
0.83% of portfolio
|
Q2 2025
Reduced 0.23%
|
|
|
Cornerstone Wealth Management, LLC
|
Aug 12, 2025 Q2 2025 |
4,339
shares
|
$3.28 Million
0.21% of portfolio
|
Q2 2025
Added 4.76%
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
4,332
shares
|
$3.27 Million
0.17% of portfolio
|
Q4 2023
Reduced 10.94%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Aug 13, 2025 Q2 2025 |
4,320
shares
|
$3.26 Million
0.14% of portfolio
|
Q2 2025
Added 2.13%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jul 21, 2025 Q2 2025 |
4,306
shares
|
$3.25 Million
0.18% of portfolio
|
Q2 2025
Reduced 42.39%
|
|
|
Wiser Advisor Group LLC
Phoenix, AZ |
Aug 08, 2025 Q2 2025 |
4,299
shares
|
$3.25 Million
5.82% of portfolio
|
Q2 2025
Added 1.82%
|
|
|
Eventide Asset Management, LLC
Boston, MA |
Aug 14, 2025 Q2 2025 |
4,292
shares
|
$3.24 Million
0.06% of portfolio
|
Q2 2025
Reduced 10.06%
|
|
|
Cvfg LLC
Shelbyville, IN |
Aug 07, 2025 Q2 2025 |
4,278
shares
|
$3.23 Million
2.65% of portfolio
|
Q2 2025
Added 1.42%
|
|
|
Imprint Wealth LLC
Mount Pleasant, SC |
May 10, 2024 Q1 2024 |
4,276
shares
|
$3.23 Million
0.79% of portfolio
|
Q1 2024
Added 210.98%
|
|
|
United Asset Strategies, Inc.
Garden City, NY |
Aug 08, 2025 Q2 2025 |
4,275
shares
|
$3.23 Million
0.29% of portfolio
|
Q2 2025
Added 2.35%
|
|
|
Towerpoint Wealth, LLC
Sacramento, CA |
Jul 09, 2025 Q2 2025 |
4,266
shares
|
$3.22 Million
1.5% of portfolio
|
Q2 2025
Added 0.07%
|
|
|
Convergence Financial, LLC
Columbia, MO |
Aug 05, 2025 Q2 2025 |
4,266
shares
|
$3.22 Million
0.57% of portfolio
|
Q2 2025
Added 7.32%
|
|
|
Brookwood Investment Group LLC
Phoenix, AZ |
Aug 01, 2025 Q2 2025 |
4,261
shares
|
$3.22 Million
0.54% of portfolio
|
Q2 2025
Added 57.12%
|
|
|
Vectors Research Management, LLC
New York, NY |
Jul 29, 2025 Q2 2025 |
4,259
shares
|
$3.22 Million
1.14% of portfolio
|
Q1 2025
Reduced 1.5%
|
|
|
Great Diamond Partners, LLC
|
Aug 13, 2025 Q2 2025 |
4,257
shares
|
$3.21 Million
0.73% of portfolio
|
Q2 2025
Reduced 35.6%
|
|
|
Gryphon Financial Partners LLC
|
Aug 07, 2025 Q2 2025 |
4,250
shares
|
$3.21 Million
0.43% of portfolio
|
Q2 2025
Added 0.54%
|
|
|
Headlands Technologies LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
4,250
shares
|
$3.21 Million
0.42% of portfolio
|
Q2 2025
Added 6.04%
|
|
|
Argent Advisors, Inc.
Monroe, LA |
Aug 07, 2025 Q2 2025 |
4,239
shares
|
$3.2 Million
1.07% of portfolio
|
Q2 2025
Reduced 0.14%
|
|
|
Philadelphia Trust CO
Philadelphia, PA |
Aug 13, 2025 Q2 2025 |
4,233
shares
|
$3.2 Million
0.25% of portfolio
|
Q2 2025
Reduced 0.05%
|
|
|
Dillon & Associates Inc
|
Aug 05, 2025 Q2 2025 |
4,228
shares
|
$3.19 Million
0.45% of portfolio
|
Q2 2025
Added 67.64%
|
|
|
Point Break Capital Management, LLC
Miami, FL |
Nov 13, 2024 Q3 2024 |
4,221
shares
|
$3.19 Million
4.39% of portfolio
|
Q3 2024
Reduced 4.09%
|