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 |
---|---|---|---|---|---|
Marcum Wealth, LLC
|
Apr 02, 2025 Q1 2025 |
3,375
shares
|
$2.55 Million
0.24% of portfolio
|
Q1 2025
Added 0.66%
|
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
Jul 16, 2025 Q2 2025 |
3,366
shares
|
$2.54 Million
0.33% of portfolio
|
Q1 2025
Reduced 3.86%
|
|
Riverpark Capital Management LLC
New York, NY |
Aug 12, 2025 Q2 2025 |
3,363
shares
|
$2.54 Million
4.27% of portfolio
|
Q2 2025
Added 8.94%
|
|
Nikulski Financial, Inc.
|
Aug 14, 2025 Q2 2025 |
3,361
shares
|
$2.54 Million
0.74% of portfolio
|
Q2 2025
Added 12.75%
|
|
Summit X, LLC
Chesterfield, MO |
Aug 07, 2025 Q2 2025 |
3,357
shares
|
$2.53 Million
0.51% of portfolio
|
Q2 2025
Reduced 6.88%
|
|
Searle & Co.
|
Aug 07, 2025 Q2 2025 |
3,355
shares
|
$2.53 Million
0.75% of portfolio
|
Q4 2024
Reduced 3.73%
|
|
Community Bank, N.A.
|
Jul 25, 2025 Q2 2025 |
3,354
shares
|
$2.53 Million
0.35% of portfolio
|
Q2 2025
Added 15.46%
|
|
Wolff Wiese Magana LLC
|
Jul 17, 2025 Q2 2025 |
3,351
shares
|
$2.53 Million
1.68% of portfolio
|
Q2 2025
Added 42.47%
|
|
Kuhn & CO Investment Counsel
Chicago, IL |
Aug 13, 2025 Q2 2025 |
3,345
shares
|
$2.53 Million
1.97% of portfolio
|
Q1 2025
Reduced 6.46%
|
|
Carr Financial Group Corp
Worcester, MA |
Jul 15, 2025 Q2 2025 |
3,344
shares
|
$2.52 Million
0.77% of portfolio
|
Q2 2025
Added 2.29%
|
|
Harrison & CO Wealth Management, LLC
|
Jan 17, 2023 Q4 2022 |
3,333
shares
|
$2.52 Million
1.19% of portfolio
|
Q4 2022
Reduced 12.52%
|
|
Nova Point Capital, LLC
|
Jul 16, 2025 Q2 2025 |
3,329
shares
|
$2.51 Million
0.83% of portfolio
|
Q2 2025
Added 1156.23%
|
|
Mayflower Financial Advisors, LLC
|
Aug 04, 2025 Q2 2025 |
3,328
shares
|
$2.51 Million
0.38% of portfolio
|
Q2 2025
Added 4.88%
|
|
Congress Park Capital LLC
|
Jul 11, 2025 Q2 2025 |
3,327
shares
|
$2.51 Million
0.92% of portfolio
|
Q2 2025
Added 4.72%
|
|
Wealth Plan Investment Management, LLC
Omaha, NE |
Jul 28, 2025 Q2 2025 |
3,325
shares
|
$2.51 Million
0.2% of portfolio
|
Q2 2025
Added 57.66%
|
|
Sabadell Asset Management, S.A S.G.I.I.C
Sant Cugat Del Valles, U3 |
Jan 23, 2024 Q2 2023 |
3,324
shares
|
$2.51 Million
0.32% of portfolio
|
Q1 2023
Added 14.5%
|
|
Moseley Investment Management Inc
|
Jul 24, 2025 Q2 2025 |
3,323
shares
|
$2.51 Million
0.92% of portfolio
|
Q2 2025
Reduced 3.9%
|
|
Jt Stratford LLC
Gainesville, GA |
Aug 13, 2025 Q2 2025 |
3,314
shares
|
$2.5 Million
0.41% of portfolio
|
Q2 2025
Reduced 2.27%
|
|
Barr E S & CO
Lexington, KY |
Aug 12, 2025 Q2 2025 |
3,311
shares
|
$2.5 Million
0.15% of portfolio
|
Q2 2025
Added 2.16%
|
|
Hotaling Investment Management, LLC
Wayne, PA |
Feb 14, 2023 Q4 2022 |
3,309
shares
|
$2.5 Million
0.55% of portfolio
|
Q4 2022
Reduced 1.61%
|
|
Western Financial Corporation
|
Nov 03, 2022 Q3 2022 |
3,306
shares
|
$2.5 Million
0.75% of portfolio
|
Q3 2022
Added 9.43%
|
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
Jul 10, 2025 Q2 2025 |
3,299
shares
|
$2.49 Million
0.94% of portfolio
|
Q2 2025
Reduced 2.14%
|
|
Cerro Pacific Wealth Advisors LLC
|
Jul 25, 2025 Q2 2025 |
3,298
shares
|
$2.49 Million
0.72% of portfolio
|
Q2 2025
Reduced 0.63%
|
|
Berkshire Bank
|
Jul 09, 2025 Q2 2025 |
3,296
shares
|
$2.49 Million
0.6% of portfolio
|
Q1 2025
Reduced 3.74%
|
|
Invst, LLC
Indianapolis, IN |
Jun 02, 2025 Q1 2025 |
3,288
shares
|
$2.48 Million
0.38% of portfolio
|
Q1 2025
Reduced 41.06%
|