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 |
|---|---|---|---|---|---|
|
Stokes Family Office, LLC
|
Aug 06, 2025 Q2 2025 |
4,208
shares
|
$3.18 Million
0.36% of portfolio
|
Q2 2025
Added 2.33%
|
|
|
Leo Brokerage, LLC
|
Jul 25, 2023 Q2 2023 |
4,207
shares
|
$3.18 Million
0.23% of portfolio
|
Q2 2023
Added 6.02%
|
|
|
Royal Fund Management, LLC
|
Aug 13, 2025 Q2 2025 |
4,205
shares
|
$3.17 Million
0.33% of portfolio
|
Q2 2025
Added 6.64%
|
|
|
J. Stern & Co. LLP
London, X0 |
Aug 14, 2025 Q2 2025 |
4,201
shares
|
$3.17 Million
0.26% of portfolio
|
Q2 2025
Added 3.75%
|
|
|
Graphene Investments Sas
Paris, I0 |
Aug 06, 2025 Q2 2025 |
4,200
shares
|
$3.17 Million
2.13% of portfolio
|
Q2 2025
Added 35.48%
|
|
|
Jcic Asset Management Inc.
Toronto, A6 |
Apr 23, 2025 Q1 2025 |
4,199
shares
|
$3.17 Million
1.52% of portfolio
|
Q1 2025
Reduced 1.71%
|
|
|
Pennsylvania Capital Management Inc
|
Jul 17, 2025 Q2 2025 |
4,190
shares
|
$3.16 Million
1.08% of portfolio
|
Q2 2025
Added 0.12%
|
|
|
Boston Research & Management Inc
Manchester, MA |
Aug 12, 2025 Q2 2025 |
4,188
shares
|
$3.16 Million
0.78% of portfolio
|
Q3 2024
Reduced 5.53%
|
|
|
Trilogy Capital Inc.
|
Jul 18, 2025 Q2 2025 |
4,187
shares
|
$3.16 Million
0.16% of portfolio
|
Q2 2025
Added 242.08%
|
|
|
Personal Cfo Solutions, LLC
|
Apr 30, 2025 Q1 2025 |
4,177
shares
|
$3.15 Million
0.72% of portfolio
|
Q1 2025
Added 26.5%
|
|
|
Verum Partners LLC
Charlotte, NC |
Jul 15, 2025 Q2 2025 |
4,174
shares
|
$3.15 Million
0.75% of portfolio
|
Q2 2025
Added 487.06%
|
|
|
Peterson Wealth Management
|
Jun 16, 2025 Q1 2025 |
4,157
shares
|
$3.14 Million
2.33% of portfolio
|
Q1 2025
Reduced 16.04%
|
|
|
Clare Market Investments LLC
Dallas, TX |
Jul 10, 2025 Q2 2025 |
4,156
shares
|
$3.14 Million
0.72% of portfolio
|
Q2 2025
Reduced 1.26%
|
|
|
Moneco Advisors, LLC
Fairfield, CT |
Aug 13, 2025 Q2 2025 |
4,142
shares
|
$3.13 Million
0.32% of portfolio
|
Q1 2025
Reduced 0.22%
|
|
|
Regent Investment Management LLC
|
Jan 26, 2023 Q4 2022 |
4,130
shares
|
$3.12 Million
0.4% of portfolio
|
Q4 2022
Reduced 1.2%
|
|
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
Aug 05, 2025 Q2 2025 |
4,130
shares
|
$3.12 Million
0.05% of portfolio
|
Q2 2025
Added 7.36%
|
|
|
Vestor Capital, LLC
Chicago, IL |
Aug 12, 2025 Q2 2025 |
4,126
shares
|
$3.11 Million
0.13% of portfolio
|
Q2 2025
Reduced 82.1%
|
|
|
Eagle Wealth Strategies LLC
West Deptford, NJ |
Jul 17, 2025 Q2 2025 |
4,122
shares
|
$3.11 Million
1.8% of portfolio
|
Q2 2025
Reduced 0.65%
|
|
|
Alta Advisers LTD
|
Jul 25, 2025 Q2 2025 |
4,119
shares
|
$3.11 Million
1.15% of portfolio
|
Q1 2025
Added 57.27%
|
|
|
Aries Wealth Management
|
Jul 28, 2025 Q2 2025 |
4,110
shares
|
$3.1 Million
0.86% of portfolio
|
Q2 2025
Added 0.86%
|
|
|
Horizon Kinetics Asset Management LLC
|
Aug 12, 2025 Q2 2025 |
4,106
shares
|
$3.1 Million
0.04% of portfolio
|
Q2 2025
Reduced 3.55%
|
|
|
Leo Wealth, LLC
Hurst, TX |
Jul 23, 2025 Q2 2025 |
4,106
shares
|
$3.1 Million
0.25% of portfolio
|
Q2 2025
Added 24.12%
|
|
|
Optimas Capital LTD
Central, K3 |
Aug 12, 2025 Q2 2025 |
4,100
shares
|
$3.1 Million
3.49% of portfolio
|
Q2 2025
New holding
|
|
|
Ssa Swiss Advisors Ag
Zurich, |
Jul 31, 2025 Q2 2025 |
4,100
shares
|
$3.1 Million
1.57% of portfolio
|
Q2 2025
New holding
|
|
|
Tectonic Advisors LLC
Plano, TX |
Jul 23, 2025 Q2 2025 |
4,092
shares
|
$3.09 Million
0.19% of portfolio
|
Q2 2025
Added 0.52%
|