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 |
|---|---|---|---|---|---|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Aug 14, 2025 Q2 2025 |
3,634
shares
|
$2.74 Million
0.44% of portfolio
|
Q2 2025
Reduced 0.06%
|
|
|
Clifford Swan Investment Counsel LLC
|
Jul 30, 2025 Q2 2025 |
3,630
shares
|
$2.74 Million
0.1% of portfolio
|
Q2 2025
Reduced 28.91%
|
|
|
Elm Partners Management LLC
|
Aug 05, 2025 Q2 2025 |
3,611
shares
|
$2.73 Million
0.18% of portfolio
|
Q2 2025
New holding
|
|
|
Legacy Bridge, LLC
|
Aug 06, 2025 Q2 2025 |
3,611
shares
|
$2.73 Million
1.49% of portfolio
|
Q2 2025
Added 4.27%
|
|
|
Cache Advisors, LLC
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
3,600
shares
|
$2.72 Million
0.76% of portfolio
|
Q1 2025
Added 38.46%
|
|
|
Opinicus Capital, Inc.
Tampa, FL |
Aug 08, 2025 Q2 2025 |
3,596
shares
|
$2.71 Million
2.13% of portfolio
|
Q2 2025
Added 2.89%
|
|
|
Steward Partners Investment Solutions, LLC
Portland, OR |
May 15, 2024 Q1 2024 |
3,589
shares
|
$2.71 Million
0.47% of portfolio
|
Q1 2024
Added 31.75%
|
|
|
Weaver Capital Management LLC
Suwanee, GA |
Jul 24, 2025 Q2 2025 |
3,589
shares
|
$2.71 Million
0.68% of portfolio
|
Q2 2025
Added 2.98%
|
|
|
Keel Point, LLC
Huntsville, AL |
Aug 14, 2025 Q2 2025 |
3,588
shares
|
$2.71 Million
0.19% of portfolio
|
Q2 2025
Added 1.56%
|
|
|
Stratos Wealth Advisors, LLC
|
Jul 29, 2025 Q2 2025 |
3,579
shares
|
$2.7 Million
0.15% of portfolio
|
Q2 2025
Reduced 85.05%
|
|
|
Marion Wealth Management
|
Aug 05, 2025 Q2 2025 |
3,573
shares
|
$2.7 Million
0.71% of portfolio
|
Q2 2025
Added 12.78%
|
|
|
Sompo Asset Management Co., Ltd.
Tokyo, M0 |
Aug 14, 2025 Q2 2025 |
3,570
shares
|
$2.7 Million
0.49% of portfolio
|
Q2 2025
Added 1.71%
|
|
|
Rockline Wealth Management, LLC
Plainview, NY |
Aug 05, 2025 Q2 2025 |
3,565
shares
|
$2.69 Million
0.66% of portfolio
|
Q2 2025
Added 7.61%
|
|
|
River Street Advisors LLC
Aurora, IL |
Jul 21, 2025 Q2 2025 |
3,563
shares
|
$2.69 Million
1.2% of portfolio
|
Q2 2025
Added 12.19%
|
|
|
Aureus Asset Management, LLC
Boston, MA |
Aug 14, 2025 Q2 2025 |
3,560
shares
|
$2.69 Million
0.18% of portfolio
|
Q2 2025
Added 2.39%
|
|
|
Rakuten Securities, Inc.
Tokyo, M0 |
Aug 08, 2025 Q2 2025 |
3,554
shares
|
$2.68 Million
1.48% of portfolio
|
Q2 2025
Added 14.01%
|
|
|
3 Chopt Investment Partners, LLC
Richmond, VA |
Jul 24, 2025 Q2 2025 |
3,548
shares
|
$2.68 Million
0.67% of portfolio
|
Q2 2025
Reduced 18.75%
|
|
|
Ironwood Investment Counsel, LLC
|
Aug 07, 2025 Q2 2025 |
3,542
shares
|
$2.67 Million
0.43% of portfolio
|
Q2 2025
Reduced 0.65%
|
|
|
Kpp Advisory Services LLC
Louisville, KY |
Jul 22, 2025 Q2 2025 |
3,535
shares
|
$2.67 Million
0.69% of portfolio
|
Q2 2025
Added 11.62%
|
|
|
Cic Wealth, LLC
Rockville, MD |
Nov 08, 2024 Q3 2024 |
3,531
shares
|
$2.67 Million
0.81% of portfolio
|
Q3 2024
Added 10.1%
|
|
|
Optimist Retirement Group LLC
Bellevue, WA |
Aug 14, 2025 Q2 2025 |
3,530
shares
|
$2.66 Million
1.35% of portfolio
|
Q2 2025
Added 2.89%
|
|
|
Ellevest, Inc.
|
Aug 05, 2025 Q2 2025 |
3,521
shares
|
$2.66 Million
0.45% of portfolio
|
Q2 2025
Reduced 1.68%
|
|
|
Guardian Asset Advisors, LLC
Mechanicsburg, PA |
Jul 30, 2025 Q2 2025 |
3,516
shares
|
$2.65 Million
1.58% of portfolio
|
Q2 2025
Added 1.24%
|
|
|
Golden Green, Inc.
|
Oct 31, 2023 Q3 2023 |
3,510
shares
|
$2.65 Million
1.98% of portfolio
|
Q3 2023
Added 0.23%
|
|
|
Garrett Investment Advisors LLC
|
Jul 14, 2025 Q2 2025 |
3,510
shares
|
$2.65 Million
0.27% of portfolio
|
Q2 2025
Added 4.81%
|