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 |
|---|---|---|---|---|---|
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
Jul 29, 2025 Q2 2025 |
2,093
shares
|
$1.58 Million
0.4% of portfolio
|
Q2 2025
Reduced 9.12%
|
|
|
Cetera Trust Company, N.A
St. Paul, MN |
Aug 06, 2025 Q2 2025 |
2,087
shares
|
$1.58 Million
0.97% of portfolio
|
Q2 2025
Reduced 0.57%
|
|
|
Prescott Group Capital Management, L.L.C.
Tulsa, OK |
Aug 07, 2025 Q2 2025 |
2,086
shares
|
$1.57 Million
0.22% of portfolio
|
Q2 2025
Added 9.27%
|
|
|
Unionview, LLC
Seattle, WA |
Feb 03, 2025 Q4 2024 |
2,085
shares
|
$1.57 Million
1.18% of portfolio
|
Q1 2024
Added 0.29%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Aug 13, 2025 Q2 2025 |
2,085
shares
|
$1.57 Million
0.05% of portfolio
|
Q2 2025
Reduced 2.66%
|
|
|
Webster Bank, N. A.
|
Jul 08, 2025 Q2 2025 |
2,084
shares
|
$1.57 Million
0.17% of portfolio
|
Q2 2025
Added 1.31%
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
2,081
shares
|
$1.57 Million
0.1% of portfolio
|
Q2 2023
Reduced 2.48%
|
|
|
Prosperity Financial Group, Inc.
San Ramon, CA |
Jul 30, 2025 Q2 2025 |
2,080
shares
|
$1.57 Million
0.69% of portfolio
|
Q2 2025
Added 2.26%
|
|
|
Compass Ion Advisors, LLC
|
Jul 11, 2025 Q2 2025 |
2,079
shares
|
$1.57 Million
0.19% of portfolio
|
Q2 2025
Reduced 12.28%
|
|
|
Clear Harbor Asset Management, LLC
|
Jul 14, 2025 Q2 2025 |
2,078
shares
|
$1.57 Million
0.12% of portfolio
|
Q2 2025
Reduced 15.39%
|
|
|
Fortem Financial Group, LLC
|
Aug 12, 2025 Q2 2025 |
2,075
shares
|
$1.57 Million
0.54% of portfolio
|
Q2 2025
Added 2.72%
|
|
|
Kirr Marbach & CO LLC
|
Jul 16, 2025 Q2 2025 |
2,068
shares
|
$1.56 Million
0.34% of portfolio
|
Q1 2024
Reduced 64.23%
|
|
|
New Millennium Group LLC
Sandy, UT |
Aug 05, 2025 Q2 2025 |
2,055
shares
|
$1.55 Million
0.89% of portfolio
|
Q2 2025
Added 20.88%
|
|
|
Kaizen Financial Strategies
|
Aug 08, 2025 Q2 2025 |
2,053
shares
|
$1.55 Million
0.88% of portfolio
|
Q2 2025
Added 152.52%
|
|
|
Advyzon Investment Management, LLC
Lisle, IL |
Aug 07, 2025 Q2 2025 |
2,050
shares
|
$1.55 Million
0.35% of portfolio
|
Q2 2025
Added 68.72%
|
|
|
Redwood Investment Management, LLC
Scottsdale, AZ |
Aug 14, 2025 Q2 2025 |
2,045
shares
|
$1.54 Million
0.17% of portfolio
|
Q2 2025
Added 14.95%
|
|
|
Prestige Wealth Management Group LLC
|
Aug 13, 2025 Q2 2025 |
2,043
shares
|
$1.54 Million
0.34% of portfolio
|
Q2 2025
Added 264.17%
|
|
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
Aug 11, 2025 Q2 2025 |
2,038
shares
|
$1.54 Million
0.19% of portfolio
|
Q2 2025
Reduced 0.59%
|
|
|
Silverlake Wealth Management LLC
Williston, VT |
Aug 25, 2025 Q2 2025 |
2,037
shares
|
$1.54 Million
0.46% of portfolio
|
Q2 2025
Added 85.18%
|
|
|
Monumental Financial Group Inc.
|
Oct 21, 2024 Q3 2024 |
2,036
shares
|
$1.54 Million
0.67% of portfolio
|
Q3 2024
Reduced 12.77%
|
|
|
Evanson Asset Management, LLC
|
Jul 15, 2025 Q2 2025 |
2,035
shares
|
$1.54 Million
0.11% of portfolio
|
Q2 2025
Added 19.01%
|
|
|
Eudaimonia Advisors LLC
Winchester, TN |
Apr 25, 2024 Q1 2024 |
2,035
shares
|
$1.54 Million
0.85% of portfolio
|
Q1 2024
Added 0.2%
|
|
|
Cynosure Management, LLC
Salt Lake City, UT |
Aug 12, 2025 Q2 2025 |
2,034
shares
|
$1.54 Million
0.19% of portfolio
|
Q2 2025
Added 22.02%
|
|
|
E&G Advisors, LP
|
Jul 14, 2025 Q2 2025 |
2,031
shares
|
$1.53 Million
0.42% of portfolio
|
Q1 2025
Reduced 12.87%
|
|
|
Wintrust Investments LLC
Chicago, IL |
Feb 10, 2025 Q4 2024 |
2,027
shares
|
$1.53 Million
1.44% of portfolio
|
Q4 2024
Reduced 13.38%
|