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 |
|---|---|---|---|---|---|
|
Evermay Wealth Management LLC
Arlington, VA |
Jul 29, 2025 Q2 2025 |
3,762
shares
|
$2.84 Million
0.36% of portfolio
|
Q2 2025
Reduced 4.15%
|
|
|
Kane Investment Management, Inc.
Los Gatos, CA |
Aug 08, 2025 Q2 2025 |
3,753
shares
|
$2.83 Million
1.54% of portfolio
|
Q2 2025
Reduced 11.4%
|
|
|
Leeward Financial Partners, LLC
|
Aug 04, 2025 Q2 2025 |
3,730
shares
|
$2.82 Million
0.95% of portfolio
|
Q2 2025
Reduced 43.94%
|
|
|
Ted Buchan & CO
San Diego, CA |
Aug 13, 2025 Q2 2025 |
3,727
shares
|
$2.81 Million
1.16% of portfolio
|
Q2 2025
Added 49.08%
|
|
|
Quotient Wealth Partners, LLC
Houston, TX |
Jul 29, 2025 Q2 2025 |
3,726
shares
|
$2.81 Million
0.09% of portfolio
|
Q2 2025
Added 11.16%
|
|
|
Scott Marsh Financial, LLC
Millcreek, UT |
Aug 14, 2025 Q2 2025 |
3,724
shares
|
$2.81 Million
1.08% of portfolio
|
Q2 2025
New holding
|
|
|
Handelsinvest Investeringsforvaltning
|
Apr 19, 2024 Q1 2024 |
3,721
shares
|
$2.81 Million
1.39% of portfolio
|
Q1 2024
Reduced 15.3%
|
|
|
Wealth Management Associates, Inc.
Cherry Hill, NJ |
Aug 04, 2025 Q2 2025 |
3,716
shares
|
$2.81 Million
1.13% of portfolio
|
Q2 2025
Added 0.65%
|
|
|
Nelson Capital Management, LLC
|
Jul 23, 2025 Q2 2025 |
3,713
shares
|
$2.8 Million
0.39% of portfolio
|
Q2 2025
Added 1.28%
|
|
|
Iconiq Capital, LLC
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
3,706
shares
|
$2.8 Million
0.07% of portfolio
|
Q2 2025
Reduced 4.66%
|
|
|
Rf&L Wealth Management, LLC
Acton, MA |
Jul 07, 2025 Q2 2025 |
3,704
shares
|
$2.8 Million
1.86% of portfolio
|
Q3 2024
Reduced 0.8%
|
|
|
Haverford Financial Services, Inc.
Radnor, PA |
May 09, 2025 Q1 2025 |
3,693
shares
|
$2.79 Million
0.98% of portfolio
|
Q1 2025
Reduced 0.94%
|
|
|
Austin Asset Management CO Inc
|
Jul 23, 2025 Q2 2025 |
3,685
shares
|
$2.78 Million
0.6% of portfolio
|
Q2 2025
Reduced 1.31%
|
|
|
Fukoku Mutual Life Insurance CO
|
May 01, 2025 Q1 2025 |
3,685
shares
|
$2.78 Million
0.23% of portfolio
|
Q1 2025
Reduced 2.9%
|
|
|
Cmg Global Holdings, LLC
|
Jul 29, 2025 Q2 2025 |
3,682
shares
|
$2.78 Million
1.67% of portfolio
|
Q2 2025
Reduced 1.18%
|
|
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
Jul 24, 2025 Q2 2025 |
3,682
shares
|
$2.78 Million
1.07% of portfolio
|
Q2 2025
Reduced 0.11%
|
|
|
Pluribus Labs, LLC
Mill Valley, CA |
Aug 12, 2022 Q2 2022 |
3,681
shares
|
$2.78 Million
2.18% of portfolio
|
Q2 2022
Added 151.78%
|
|
|
Northwest Bancshares, Inc.
Warren, PA |
Aug 07, 2025 Q2 2025 |
3,676
shares
|
$2.78 Million
0.51% of portfolio
|
Q2 2025
Reduced 2.93%
|
|
|
Certified Advisory Corp
Altamonte Springs, FL |
Aug 14, 2025 Q2 2025 |
3,675
shares
|
$2.77 Million
0.3% of portfolio
|
Q2 2025
Added 1.69%
|
|
|
Aviso Wealth Management
Bellevue, WA |
Aug 11, 2025 Q2 2025 |
3,657
shares
|
$2.76 Million
1.37% of portfolio
|
Q2 2025
Added 77.52%
|
|
|
Concord Wealth Partners
|
Jul 25, 2025 Q2 2025 |
3,652
shares
|
$2.76 Million
0.42% of portfolio
|
Q2 2025
Reduced 3.97%
|
|
|
Concord Asset Management, Llc/Va
Abingdon, VA |
Jul 25, 2025 Q2 2025 |
3,652
shares
|
$2.76 Million
0.43% of portfolio
|
Q2 2025
Added 20.21%
|
|
|
Pinnacle Wealth Planning Services, Inc.
|
Aug 11, 2025 Q2 2025 |
3,638
shares
|
$2.75 Million
0.38% of portfolio
|
Q2 2025
Added 11.63%
|
|
|
Oxford Wealth Group, LLC
Orlando, FL |
Feb 14, 2025 Q4 2024 |
3,636
shares
|
$2.74 Million
1.81% of portfolio
|
Q4 2024
Added 6.44%
|
|
|
Royal Capital Wealth Management, LLC
Carmel, IN |
Aug 14, 2025 Q2 2025 |
3,634
shares
|
$2.74 Million
1.93% of portfolio
|
Q4 2024
Added 0.41%
|