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 |
---|---|---|---|---|---|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
Aug 13, 2025 Q2 2025 |
2,023
shares
|
$1.53 Million
0.38% of portfolio
|
Q2 2025
Added 1.35%
|
|
Asahi Life Asset Management Co., Ltd.
|
Aug 05, 2025 Q2 2025 |
2,019
shares
|
$1.52 Million
0.93% of portfolio
|
Q2 2025
Added 8.2%
|
|
Advisory Resource Group
|
Aug 08, 2025 Q2 2025 |
2,014
shares
|
$1.52 Million
0.38% of portfolio
|
Q2 2025
Added 4.24%
|
|
Edgestream Partners, L.P.
Princeton, NJ |
Aug 13, 2025 Q2 2025 |
2,014
shares
|
$1.52 Million
0.05% of portfolio
|
Q2 2025
Reduced 74.13%
|
|
Kensington Investment Counsel, LLC
|
Aug 15, 2025 Q2 2025 |
2,011
shares
|
$1.52 Million
0.68% of portfolio
|
Q4 2024
Reduced 1.47%
|
|
Marco Investment Management LLC
|
Aug 06, 2025 Q2 2025 |
2,010
shares
|
$1.52 Million
0.13% of portfolio
|
Q2 2025
Reduced 1.81%
|
|
First Farmers & Merchants Bank
|
Oct 31, 2022 Q3 2022 |
2,005
shares
|
$1.51 Million
0.86% of portfolio
|
Q4 2021
New holding
|
|
Westover Capital Advisors, LLC
Wilmington, DE |
Aug 11, 2025 Q2 2025 |
2,004
shares
|
$1.51 Million
0.32% of portfolio
|
Q2 2025
Reduced 0.3%
|
|
Evelyn Partners Investment Management Services LTD
London, |
Aug 12, 2025 Q2 2025 |
2,003
shares
|
$1.51 Million
0.2% of portfolio
|
Q2 2025
Reduced 3.7%
|
|
Helios Capital Management Pte. LTD
|
Aug 06, 2025 Q2 2025 |
2,000
shares
|
$1.51 Million
1.34% of portfolio
|
Q4 2023
New holding
|
|
Mitsubishi Ufj Asset Management (Uk) Ltd.
|
Jul 18, 2025 Q2 2025 |
2,000
shares
|
$1.51 Million
0.83% of portfolio
|
Q1 2025
Added 400.0%
|
|
Bruce & Co., Inc.
Chicago, IL |
Aug 14, 2025 Q2 2025 |
2,000
shares
|
$1.51 Million
0.66% of portfolio
|
Q4 2024
New holding
|
|
1776 Wealth LLC
|
Aug 08, 2025 Q2 2025 |
1,990
shares
|
$1.5 Million
0.67% of portfolio
|
Q2 2025
Reduced 1.24%
|
|
Tyler Stone Wealth Management
Beachwood, OH |
Aug 18, 2025 Q2 2025 |
1,988
shares
|
$1.5 Million
0.27% of portfolio
|
Q2 2025
Added 0.3%
|
|
Gries Financial LLC
Cleveland, OH |
Jul 14, 2025 Q2 2025 |
1,987
shares
|
$1.5 Million
0.33% of portfolio
|
Q2 2025
Reduced 5.47%
|
|
Strong Box Wealth, LLC
|
Jul 09, 2025 Q2 2025 |
1,986
shares
|
$1.5 Million
0.62% of portfolio
|
Q2 2025
Added 51.26%
|
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
Aug 12, 2025 Q2 2025 |
1,984
shares
|
$1.5 Million
0.28% of portfolio
|
Q2 2025
Added 0.3%
|
|
D'Orazio & Associates, Inc.
Falls Church, VA |
Aug 08, 2025 Q2 2025 |
1,984
shares
|
$1.5 Million
0.22% of portfolio
|
Q2 2025
Reduced 1.29%
|
|
Vision Point Advisory Group, LLC
Dallas, TX |
Jul 09, 2025 Q2 2025 |
1,981
shares
|
$1.5 Million
0.36% of portfolio
|
Q2 2025
Added 90.12%
|
|
Fortress Wealth Group, LLC
Orlando, FL |
Aug 05, 2025 Q2 2025 |
1,978
shares
|
$1.49 Million
0.76% of portfolio
|
Q2 2025
Added 1.59%
|
|
Financial Architects, Inc
Marlton, NJ |
Aug 09, 2023 Q2 2023 |
1,975
shares
|
$1.49 Million
0.14% of portfolio
|
Q2 2023
Reduced 16.38%
|
|
Bison Wealth, LLC
|
Feb 14, 2025 Q4 2024 |
1,974
shares
|
$1.49 Million
0.4% of portfolio
|
Q4 2024
Reduced 54.68%
|
|
Nwf Advisory Services Inc.
Los Angeles, CA |
Sep 09, 2025 Q2 2025 |
1,974
shares
|
$1.49 Million
0.18% of portfolio
|
Q2 2025
Added 103.09%
|
|
Boltwood Capital Management
|
Jul 08, 2025 Q2 2025 |
1,973
shares
|
$1.49 Million
0.44% of portfolio
|
Q2 2025
Reduced 1.6%
|
|
Mn Wealth Advisors, LLC
Overland Park, KS |
Jul 31, 2025 Q2 2025 |
1,973
shares
|
$1.49 Million
0.9% of portfolio
|
Q2 2025
Reduced 6.23%
|