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 |
|---|---|---|---|---|---|
|
Calton & Associates, Inc.
|
Aug 12, 2025 Q2 2025 |
2,212
shares
|
$1.67 Million
0.32% of portfolio
|
Q2 2025
Reduced 12.64%
|
|
|
Mosaic Financial Group, LLC
Chicago, IL |
Aug 07, 2025 Q2 2025 |
2,208
shares
|
$1.67 Million
1.32% of portfolio
|
Q2 2025
Added 0.05%
|
|
|
Redwood Investments, LLC
|
May 15, 2025 Q1 2025 |
2,206
shares
|
$1.67 Million
0.75% of portfolio
|
Q1 2025
Reduced 0.14%
|
|
|
Auxano Advisors, LLC
|
May 05, 2025 Q1 2025 |
2,201
shares
|
$1.66 Million
0.51% of portfolio
|
Q1 2025
Reduced 2.18%
|
|
|
Criterion Capital Advisors, LLC
Nashville, TN |
Feb 10, 2025 Q4 2024 |
2,201
shares
|
$1.66 Million
1.25% of portfolio
|
Q2 2024
Reduced 1.26%
|
|
|
Big Sur Wealth Management LLC
Miami, FL |
Jul 15, 2025 Q2 2025 |
2,200
shares
|
$1.66 Million
0.45% of portfolio
|
Q2 2025
Added 266.67%
|
|
|
Central Bank & Trust CO
|
Jul 09, 2025 Q2 2025 |
2,198
shares
|
$1.66 Million
0.29% of portfolio
|
Q2 2025
Reduced 3.3%
|
|
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
Jul 10, 2025 Q2 2025 |
2,193
shares
|
$1.66 Million
0.2% of portfolio
|
Q2 2025
Added 3.69%
|
|
|
Financial Enhancement Group LLC
Anderson, IN |
Jul 14, 2025 Q2 2025 |
2,190
shares
|
$1.65 Million
0.28% of portfolio
|
Q2 2025
Reduced 0.54%
|
|
|
Pur Efi Wealth, LLC
Boston, MA |
Jul 22, 2025 Q2 2025 |
2,190
shares
|
$1.65 Million
1.36% of portfolio
|
Q2 2025
Added 70.43%
|
|
|
Brophy Wealth Management, LLC
Bedford, NH |
Nov 14, 2024 Q3 2024 |
2,189
shares
|
$1.65 Million
0.69% of portfolio
|
Q3 2024
New holding
|
|
|
Arbor Trust Wealth Advisors, LLC
|
Aug 07, 2025 Q2 2025 |
2,188
shares
|
$1.65 Million
0.85% of portfolio
|
Q2 2025
Added 6.06%
|
|
|
Sterling Investment Advisors, Ltd.
|
Jul 17, 2025 Q2 2025 |
2,187
shares
|
$1.65 Million
0.4% of portfolio
|
Q2 2025
Added 42.66%
|
|
|
North Star Asset Management LLC /Nj/
Hackettstown, NJ |
May 06, 2025 Q1 2025 |
2,184
shares
|
$1.65 Million
1.13% of portfolio
|
Q1 2025
Added 7.01%
|
|
|
Integral Investment Advisors, Inc.
|
Aug 01, 2025 Q2 2025 |
2,182
shares
|
$1.65 Million
0.5% of portfolio
|
Q2 2025
Added 82.75%
|
|
|
Trek Financial, LLC
Scottsdale, AZ |
Aug 13, 2025 Q2 2025 |
2,181
shares
|
$1.65 Million
0.12% of portfolio
|
Q2 2025
Added 76.17%
|
|
|
Hobart Private Capital, LLC
Charlotte, NC |
Jul 31, 2025 Q2 2025 |
2,180
shares
|
$1.65 Million
0.39% of portfolio
|
Q2 2025
Added 25.5%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Aug 13, 2025 Q2 2025 |
2,175
shares
|
$1.64 Million
0.22% of portfolio
|
Q2 2025
Added 12.87%
|
|
|
Sandy Cove Advisors, LLC
Hingham, MA |
Jul 09, 2025 Q2 2025 |
2,173
shares
|
$1.64 Million
0.62% of portfolio
|
Q2 2025
Added 8.7%
|
|
|
Saxony Capital Management, LLC
St. Louis, MO |
Aug 04, 2025 Q2 2025 |
2,173
shares
|
$1.64 Million
1.38% of portfolio
|
Q2 2025
Added 1.35%
|
|
|
Integrated Investment Consultants, LLC
|
Aug 14, 2025 Q2 2025 |
2,172
shares
|
$1.64 Million
0.31% of portfolio
|
Q2 2025
Added 5.39%
|
|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
Aug 13, 2025 Q2 2025 |
2,169
shares
|
$1.64 Million
0.0% of portfolio
|
Q2 2025
Added 132.23%
|
|
|
Richard P Slaughter Associates Inc
|
Jul 08, 2025 Q2 2025 |
2,165
shares
|
$1.63 Million
0.46% of portfolio
|
Q2 2025
Added 7.98%
|
|
|
Williamson Legacy Group, LLC
Carmel, IN |
Aug 13, 2025 Q2 2025 |
2,155
shares
|
$1.63 Million
1.42% of portfolio
|
Q2 2025
Added 1.51%
|
|
|
Westbourne Investments, Inc.
Arlington, VA |
Jul 09, 2025 Q2 2025 |
2,155
shares
|
$1.63 Million
0.9% of portfolio
|
Q2 2025
Reduced 24.12%
|