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 |
|---|---|---|---|---|---|
|
Safeguard Investment Advisory Group, LLC
|
Aug 14, 2025 Q2 2025 |
2,456
shares
|
$1.85 Million
0.48% of portfolio
|
Q2 2025
Reduced 10.1%
|
|
|
Options Solutions, LLC
Chevy Chase, MD |
Aug 13, 2025 Q2 2025 |
2,451
shares
|
$1.85 Million
0.61% of portfolio
|
Q2 2025
Reduced 0.69%
|
|
|
Hudson Value Partners, LLC
|
Jul 18, 2025 Q2 2025 |
2,449
shares
|
$1.85 Million
0.66% of portfolio
|
Q2 2025
Reduced 1.01%
|
|
|
Stiles Financial Services Inc
|
Jul 24, 2025 Q2 2025 |
2,446
shares
|
$1.85 Million
0.68% of portfolio
|
Q2 2025
Added 6.3%
|
|
|
Aviance Capital Partners, LLC
Naples, FL |
Aug 04, 2025 Q2 2025 |
2,445
shares
|
$1.85 Million
0.26% of portfolio
|
Q2 2025
Reduced 0.65%
|
|
|
Machina Capital S.A.S.
Paris, I0 |
Aug 05, 2025 Q2 2025 |
2,443
shares
|
$1.84 Million
0.43% of portfolio
|
Q2 2025
Added 35.42%
|
|
|
Connecticut Wealth Management, LLC
|
Aug 14, 2025 Q2 2025 |
2,442
shares
|
$1.84 Million
0.09% of portfolio
|
Q2 2025
Added 0.04%
|
|
|
Westhampton Capital, LLC
|
Jul 18, 2025 Q2 2025 |
2,442
shares
|
$1.84 Million
1.02% of portfolio
|
Q2 2025
Added 16.34%
|
|
|
Traveka Wealth, LLC
San Jose, CA |
Jul 16, 2025 Q2 2025 |
2,442
shares
|
$1.84 Million
1.01% of portfolio
|
Q2 2025
Reduced 5.71%
|
|
|
Veracity Capital LLC
|
Jul 09, 2025 Q2 2025 |
2,440
shares
|
$1.84 Million
0.67% of portfolio
|
Q2 2025
Reduced 2.9%
|
|
|
Red Door Wealth Management, LLC
|
Jul 22, 2025 Q2 2025 |
2,437
shares
|
$1.84 Million
0.24% of portfolio
|
Q2 2025
Added 13.93%
|
|
|
Abacus Planning Group, Inc.
|
Jul 21, 2025 Q2 2025 |
2,431
shares
|
$1.84 Million
0.31% of portfolio
|
Q2 2025
Added 523.33%
|
|
|
Mitchell Sinkler & Starr
|
Jul 25, 2025 Q2 2025 |
2,431
shares
|
$1.84 Million
0.92% of portfolio
|
Q2 2025
Added 1.25%
|
|
|
Advisor Net Financial, Inc
|
Jul 14, 2025 Q2 2025 |
2,425
shares
|
$1.83 Million
0.13% of portfolio
|
Q2 2025
Reduced 0.45%
|
|
|
Solidarilty Wealth, LLC
Lehi, UT |
Aug 13, 2025 Q2 2025 |
2,422
shares
|
$1.83 Million
0.44% of portfolio
|
Q2 2025
Added 0.04%
|
|
|
Tempus Wealth Planning, LLC
|
Jul 16, 2025 Q2 2025 |
2,415
shares
|
$1.82 Million
0.52% of portfolio
|
Q2 2025
Reduced 16.46%
|
|
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
Aug 05, 2025 Q2 2025 |
2,415
shares
|
$1.82 Million
0.85% of portfolio
|
Q2 2025
Reduced 3.52%
|
|
|
Planned Solutions, Inc.
|
Jul 29, 2025 Q2 2025 |
2,414
shares
|
$1.82 Million
0.79% of portfolio
|
Q2 2025
Reduced 6.07%
|
|
|
Prio Wealth Limited Partnership
Boston, MA |
Oct 21, 2024 Q3 2024 |
2,411
shares
|
$1.82 Million
0.06% of portfolio
|
Q3 2024
Added 0.46%
|
|
|
Pasadena Private Wealth, LLC
Pasadena, CA |
Aug 01, 2025 Q2 2025 |
2,410
shares
|
$1.82 Million
0.38% of portfolio
|
Q2 2025
Added 206.62%
|
|
|
Washburn Capital Management, Inc.
|
Aug 05, 2025 Q2 2025 |
2,407
shares
|
$1.82 Million
0.98% of portfolio
|
Q2 2025
Reduced 7.21%
|
|
|
Nadler Financial Group, Inc.
|
Jul 25, 2025 Q2 2025 |
2,407
shares
|
$1.82 Million
0.19% of portfolio
|
Q2 2025
Reduced 4.18%
|
|
|
Omnia Family Wealth, LLC
|
Jul 28, 2025 Q2 2025 |
2,405
shares
|
$1.82 Million
0.68% of portfolio
|
Q2 2025
Added 6.37%
|
|
|
Polar Asset Management Partners Inc.
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
2,400
shares
|
$1.81 Million
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Perpetual Investment Management LTD
Sydney, C3 |
Feb 14, 2023 Q4 2022 |
2,400
shares
|
$1.81 Million
0.1% of portfolio
|
Q4 2022
Reduced 14.29%
|