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 |
|---|---|---|---|---|---|
|
Peregrine Asset Advisers, Inc.
Portland, OR |
Aug 05, 2025 Q2 2025 |
2,796
shares
|
$2.11 Million
0.74% of portfolio
|
Q2 2025
Added 0.04%
|
|
|
Jackson, Grant Investment Advisers, Inc.
|
Jul 17, 2025 Q2 2025 |
2,787
shares
|
$2.1 Million
0.81% of portfolio
|
Q2 2025
Reduced 0.21%
|
|
|
Facet Wealth, Inc.
|
Aug 01, 2025 Q2 2025 |
2,786
shares
|
$2.1 Million
0.05% of portfolio
|
Q2 2025
Added 13.3%
|
|
|
Van Cleef Asset Management,Inc
Beachwood, OH |
Aug 06, 2025 Q2 2025 |
2,786
shares
|
$2.1 Million
0.24% of portfolio
|
Q2 2025
Reduced 17.96%
|
|
|
Rfg Bristol Wealth Advisors, LLC
Taunton, MA |
Aug 05, 2025 Q2 2025 |
2,786
shares
|
$2.1 Million
0.67% of portfolio
|
Q2 2025
Reduced 8.86%
|
|
|
Hudock, Inc.
|
Aug 08, 2025 Q2 2025 |
2,785
shares
|
$2.1 Million
0.35% of portfolio
|
Q2 2025
Reduced 11.14%
|
|
|
Archer Investment Corp
|
Aug 12, 2025 Q2 2025 |
2,785
shares
|
$2.1 Million
0.52% of portfolio
|
Q2 2025
Reduced 0.29%
|
|
|
Rational Advisors LLC
Huntington, NY |
Jul 31, 2025 Q2 2025 |
2,784
shares
|
$2.1 Million
0.25% of portfolio
|
Q2 2025
Added 558.16%
|
|
|
Kennedy Investment Group
West Depford, NJ |
Jul 15, 2025 Q2 2025 |
2,783
shares
|
$2.1 Million
0.92% of portfolio
|
Q2 2025
Reduced 1.73%
|
|
|
Cva Family Office, LLC
|
Jul 31, 2025 Q2 2025 |
2,782
shares
|
$2.1 Million
0.31% of portfolio
|
Q2 2025
Reduced 4.23%
|
|
|
Acg Wealth
|
Nov 03, 2022 Q3 2022 |
2,782
shares
|
$2.1 Million
0.21% of portfolio
|
Q3 2022
Added 0.04%
|
|
|
Rkl Wealth Management LLC
|
Jul 18, 2025 Q2 2025 |
2,782
shares
|
$2.1 Million
0.19% of portfolio
|
Q2 2025
Reduced 1.07%
|
|
|
Frisch Financial Group, Inc.
Melville, NY |
Aug 14, 2025 Q2 2025 |
2,782
shares
|
$2.1 Million
0.53% of portfolio
|
Q2 2025
Added 32.1%
|
|
|
Drive Wealth Management, LLC
Lehi, UT |
Jul 29, 2025 Q2 2025 |
2,778
shares
|
$2.1 Million
0.49% of portfolio
|
Q2 2025
Added 12.42%
|
|
|
Greenwich Wealth Management LLC
Greenwich, CT |
Aug 13, 2025 Q2 2025 |
2,773
shares
|
$2.09 Million
0.1% of portfolio
|
Q2 2025
Reduced 0.14%
|
|
|
Compass Capital Corp /Ma/ /Adv
Braintree, MA |
Aug 11, 2025 Q2 2025 |
2,772
shares
|
$2.09 Million
1.02% of portfolio
|
Q2 2025
Added 7.65%
|
|
|
Tctc Holdings, LLC
Dallas, TX |
Aug 12, 2025 Q2 2025 |
2,769
shares
|
$2.09 Million
0.07% of portfolio
|
Q2 2025
Added 2.21%
|
|
|
180 Wealth Advisors, LLC
|
Jul 30, 2025 Q2 2025 |
2,763
shares
|
$2.09 Million
0.31% of portfolio
|
Q2 2025
Added 4.9%
|
|
|
Dempze Nancy E
|
Jul 23, 2025 Q2 2025 |
2,761
shares
|
$2.08 Million
1.36% of portfolio
|
Q2 2025
Added 16.3%
|
|
|
Whalerock Point Partners, LLC
Providence, RI |
Aug 13, 2025 Q2 2025 |
2,760
shares
|
$2.08 Million
0.48% of portfolio
|
Q2 2025
Added 2.11%
|
|
|
Lederer & Associates Investment Counsel
Long Beach, CA |
Jul 14, 2025 Q2 2025 |
2,755
shares
|
$2.08 Million
1.42% of portfolio
|
Q2 2025
Added 8.55%
|
|
|
Lineweaver Wealth Advisors, LLC
|
Jul 09, 2025 Q2 2025 |
2,752
shares
|
$2.08 Million
0.38% of portfolio
|
Q2 2025
Added 18.67%
|
|
|
Penn Davis Mcfarland Inc
|
Jul 15, 2025 Q2 2025 |
2,750
shares
|
$2.08 Million
0.25% of portfolio
|
Q4 2024
Added 21.41%
|
|
|
Quadcap Wealth Management, LLC
Frisco, TX |
Aug 12, 2025 Q2 2025 |
2,748
shares
|
$2.07 Million
0.27% of portfolio
|
Q2 2025
Added 10.81%
|
|
|
Wealth Architects, LLC
|
Jul 25, 2025 Q2 2025 |
2,746
shares
|
$2.07 Million
0.24% of portfolio
|
Q2 2025
Reduced 4.25%
|