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 |
|---|---|---|---|---|---|
|
Warther Private Wealth, LLC
Akron, OH |
Jul 30, 2025 Q2 2025 |
2,648
shares
|
$2 Million
0.54% of portfolio
|
Q2 2025
Reduced 5.53%
|
|
|
Massachusetts Wealth Management
North Andover, MA |
Jul 23, 2025 Q2 2025 |
2,640
shares
|
$1.99 Million
1.16% of portfolio
|
Q2 2025
Added 1.34%
|
|
|
Childress Capital Advisors, LLC
Houston, TX |
Jul 18, 2025 Q2 2025 |
2,634
shares
|
$1.99 Million
0.54% of portfolio
|
Q2 2025
Added 5.66%
|
|
|
Cornerstone Planning, LLC
Charlotte, NC |
Apr 01, 2025 Q4 2024 |
2,632
shares
|
$1.99 Million
0.78% of portfolio
|
Q4 2024
New holding
|
|
|
Aprio Wealth Management, LLC
|
Aug 14, 2025 Q2 2025 |
2,617
shares
|
$1.98 Million
0.25% of portfolio
|
Q2 2025
Reduced 10.71%
|
|
|
Kagan Cocozza Asset Management
Mickleton, NJ |
Jul 15, 2025 Q2 2025 |
2,615
shares
|
$1.97 Million
1.56% of portfolio
|
Q2 2025
Reduced 0.95%
|
|
|
Beach Investment Counsel Inc/Pa
West Conshohocken, PA |
Apr 14, 2025 Q1 2025 |
2,610
shares
|
$1.97 Million
0.32% of portfolio
|
Q4 2024
Reduced 31.85%
|
|
|
Iron Oak Wealth Llc.
Cedar Park, TX |
Jul 14, 2025 Q2 2025 |
2,606
shares
|
$1.97 Million
1.97% of portfolio
|
Q2 2025
Added 53.75%
|
|
|
Mystic Asset Management, Inc.
Warwick, RI |
Aug 12, 2025 Q2 2025 |
2,598
shares
|
$1.96 Million
0.5% of portfolio
|
Q2 2025
Reduced 2.62%
|
|
|
Cornerstone Advisory, LLC
|
Jul 30, 2025 Q2 2025 |
2,591
shares
|
$1.96 Million
0.24% of portfolio
|
Q2 2025
Added 0.58%
|
|
|
Monument Capital Management
|
Jul 24, 2025 Q2 2025 |
2,590
shares
|
$1.96 Million
0.53% of portfolio
|
Q2 2025
Reduced 3.97%
|
|
|
Patten Group, Inc.
|
Jul 30, 2025 Q2 2025 |
2,584
shares
|
$1.95 Million
0.44% of portfolio
|
Q2 2025
Reduced 6.21%
|
|
|
Ellsworth Advisors, LLC
|
Jul 23, 2025 Q2 2025 |
2,582
shares
|
$1.95 Million
0.52% of portfolio
|
Q2 2025
Added 10.72%
|
|
|
Farrow Financial Inc.
Randolph, VT |
Aug 11, 2025 Q2 2025 |
2,581
shares
|
$1.95 Million
1.22% of portfolio
|
Q2 2025
Reduced 3.48%
|
|
|
Zhang Financial LLC
|
Aug 01, 2025 Q2 2025 |
2,580
shares
|
$1.95 Million
0.09% of portfolio
|
Q2 2025
Added 0.66%
|
|
|
Procyon Advisors, LLC
|
Jul 09, 2025 Q2 2025 |
2,576
shares
|
$1.94 Million
0.19% of portfolio
|
Q2 2025
Reduced 39.17%
|
|
|
Marathon Capital Management
Hunt Valley, MD |
Aug 14, 2025 Q2 2025 |
2,576
shares
|
$1.94 Million
0.53% of portfolio
|
Q2 2025
Added 21.17%
|
|
|
Wright Investors Service Inc
|
Jul 11, 2025 Q2 2025 |
2,575
shares
|
$1.94 Million
0.63% of portfolio
|
Q2 2025
Reduced 4.03%
|
|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
Aug 11, 2025 Q2 2025 |
2,571
shares
|
$1.94 Million
0.24% of portfolio
|
Q2 2025
Reduced 1.95%
|
|
|
Wealthedge Investment Advisors, LLC
New York, NY |
Aug 13, 2025 Q2 2025 |
2,556
shares
|
$1.93 Million
0.83% of portfolio
|
Q2 2025
Reduced 23.17%
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
2,555
shares
|
$1.93 Million
0.12% of portfolio
|
Q3 2022
Added 2.08%
|
|
|
Fcg Investment CO
Germantown, TN |
Jul 16, 2025 Q2 2025 |
2,555
shares
|
$1.93 Million
1.04% of portfolio
|
Q2 2025
Added 1.91%
|
|
|
Greatmark Investment Partners, Inc.
|
Jul 30, 2025 Q2 2025 |
2,545
shares
|
$1.92 Million
0.25% of portfolio
|
Q1 2025
Added 8.53%
|
|
|
Castle Rock Wealth Management, LLC
|
Jul 23, 2025 Q2 2025 |
2,542
shares
|
$1.92 Million
0.51% of portfolio
|
Q2 2025
Reduced 32.39%
|
|
|
Hendershot Investments Inc.
|
Aug 13, 2025 Q2 2025 |
2,540
shares
|
$1.92 Million
0.27% of portfolio
|
Q2 2025
Reduced 7.9%
|