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 |
|---|---|---|---|---|---|
|
Lyell Wealth Management, LP
|
Jul 29, 2025 Q2 2025 |
2,391
shares
|
$1.81 Million
0.15% of portfolio
|
Q2 2025
Reduced 2.21%
|
|
|
Taurus Asset Management, LLC
New York, NY |
May 13, 2025 Q1 2025 |
2,388
shares
|
$1.8 Million
0.21% of portfolio
|
Q1 2025
Reduced 1.65%
|
|
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
Aug 05, 2025 Q2 2025 |
2,386
shares
|
$1.8 Million
0.79% of portfolio
|
Q2 2025
Added 51.2%
|
|
|
Avanza Fonder Ab
Stockholm, V7 |
Jul 14, 2025 Q2 2025 |
2,381
shares
|
$1.8 Million
0.05% of portfolio
|
Q2 2025
Reduced 0.25%
|
|
|
Btr Capital Management Inc
|
Oct 12, 2022 Q3 2022 |
2,378
shares
|
$1.8 Million
0.12% of portfolio
|
Q2 2022
Reduced 1.65%
|
|
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
Jul 29, 2025 Q2 2025 |
2,378
shares
|
$1.8 Million
0.36% of portfolio
|
Q2 2025
Added 5.04%
|
|
|
Cypress Wealth Services, LLC
|
Jul 28, 2025 Q2 2025 |
2,377
shares
|
$1.79 Million
0.36% of portfolio
|
Q2 2025
Added 4.25%
|
|
|
Liberty Capital Management, Inc.
|
Jul 18, 2025 Q2 2025 |
2,373
shares
|
$1.79 Million
0.38% of portfolio
|
Q2 2025
Reduced 0.08%
|
|
|
Oak Harbor Wealth Partners, LLC
|
Jul 31, 2025 Q2 2025 |
2,372
shares
|
$1.79 Million
0.51% of portfolio
|
Q2 2025
Added 31.56%
|
|
|
Aspire Private Capital, LLC
|
Jul 22, 2025 Q2 2025 |
2,367
shares
|
$1.79 Million
0.45% of portfolio
|
Q2 2025
Added 3.09%
|
|
|
Iyo Bank, Ltd.
|
May 12, 2025 Q1 2025 |
2,366
shares
|
$1.79 Million
0.64% of portfolio
|
Q1 2025
Added 225.9%
|
|
|
Coastal Bridge Advisors, LLC
|
Aug 14, 2025 Q2 2025 |
2,364
shares
|
$1.78 Million
0.17% of portfolio
|
Q1 2025
Reduced 8.46%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Aug 14, 2025 Q2 2025 |
2,363
shares
|
$1.78 Million
0.17% of portfolio
|
Q2 2025
Added 31.28%
|
|
|
Thompson Siegel & Walmsley LLC
|
Aug 06, 2025 Q2 2025 |
2,361
shares
|
$1.78 Million
0.03% of portfolio
|
Q2 2025
Reduced 4.49%
|
|
|
Legacy Cg, LLC
Plano, TX |
Jul 22, 2025 Q2 2025 |
2,358
shares
|
$1.78 Million
0.78% of portfolio
|
Q2 2025
Reduced 66.29%
|
|
|
Burt Wealth Advisors
|
Jul 09, 2025 Q2 2025 |
2,356
shares
|
$1.78 Million
0.43% of portfolio
|
Q2 2025
Reduced 2.36%
|
|
|
Westmount Partners, LLC
Los Angeles, CA |
Jul 09, 2025 Q2 2025 |
2,355
shares
|
$1.78 Million
0.5% of portfolio
|
Q2 2025
Added 9.84%
|
|
|
Retirement Guys Formula LLC
|
Jul 15, 2025 Q2 2025 |
2,354
shares
|
$1.78 Million
0.73% of portfolio
|
Q2 2025
Added 20.53%
|
|
|
Sp Asset Management
|
Nov 08, 2022 Q3 2022 |
2,352
shares
|
$1.78 Million
0.1% of portfolio
|
Q3 2022
Added 0.3%
|
|
|
Fischer Financial Services, Inc.
Harrisburg, PA |
Jul 16, 2025 Q2 2025 |
2,351
shares
|
$1.77 Million
0.54% of portfolio
|
Q2 2025
Reduced 0.34%
|
|
|
Fortis Group Advisors, LLC
Westwood, NJ |
Aug 08, 2025 Q2 2025 |
2,350
shares
|
$1.77 Million
0.32% of portfolio
|
Q2 2025
Reduced 12.74%
|
|
|
Harvest Investment Services, LLC
|
Aug 14, 2025 Q2 2025 |
2,345
shares
|
$1.77 Million
0.45% of portfolio
|
Q2 2025
Reduced 4.21%
|
|
|
Cunning Capital Partners, LP
Morrisville, NC |
Aug 18, 2025 Q2 2025 |
2,342
shares
|
$1.77 Million
0.95% of portfolio
|
Q1 2025
Reduced 0.55%
|
|
|
Cromwell Holdings LLC
Jackson, WY |
Jul 21, 2025 Q2 2025 |
2,338
shares
|
$1.77 Million
1.14% of portfolio
|
Q2 2024
New holding
|
|
|
Running Point Capital Advisors, LLC
|
May 15, 2025 Q1 2025 |
2,334
shares
|
$1.76 Million
0.63% of portfolio
|
Q1 2025
Added 25.62%
|