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 |
|---|---|---|---|---|---|
|
Moreno Evelyn V
Boston, MA |
Feb 09, 2024 Q4 2023 |
1,761
shares
|
$1.33 Million
0.49% of portfolio
|
Q2 2023
Reduced 14.56%
|
|
|
Wall Street Financial Group, Inc.
Carlinville, IL |
Apr 24, 2025 Q1 2025 |
1,758
shares
|
$1.33 Million
1.5% of portfolio
|
Q1 2025
Reduced 36.92%
|
|
|
Jgp Wealth Management, LLC
|
Jul 28, 2025 Q2 2025 |
1,756
shares
|
$1.33 Million
0.17% of portfolio
|
Q2 2025
Reduced 0.23%
|
|
|
Plante Moran Financial Advisors, LLC
|
Aug 05, 2025 Q2 2025 |
1,756
shares
|
$1.33 Million
0.1% of portfolio
|
Q2 2025
Added 27.62%
|
|
|
Girard Partners Ltd.
|
Aug 12, 2024 Q2 2024 |
1,754
shares
|
$1.32 Million
0.15% of portfolio
|
Q2 2024
Added 0.06%
|
|
|
Heron Financial Group, LLC
|
Aug 10, 2023 Q2 2023 |
1,754
shares
|
$1.32 Million
0.44% of portfolio
|
Q2 2023
Reduced 2.23%
|
|
|
Mendel Money Management
Northbrook, IL |
Aug 01, 2025 Q2 2025 |
1,751
shares
|
$1.32 Million
0.66% of portfolio
|
Q2 2025
Reduced 5.5%
|
|
|
Zega Financial, LLC
Palm Beach Gardens, FL |
Nov 14, 2024 Q3 2024 |
1,748
shares
|
$1.32 Million
0.23% of portfolio
|
Q3 2024
Reduced 24.69%
|
|
|
Gallagher Capital Advisors, LLC
Argyle, TX |
Jul 30, 2025 Q2 2025 |
1,744
shares
|
$1.32 Million
1.09% of portfolio
|
Q2 2025
Added 326.41%
|
|
|
Lee Financial CO
Dallas, TX |
Jul 24, 2025 Q2 2025 |
1,742
shares
|
$1.32 Million
0.2% of portfolio
|
Q2 2025
Reduced 1.41%
|
|
|
Inverness Counsel LLC
|
Oct 26, 2022 Q3 2022 |
1,739
shares
|
$1.31 Million
0.03% of portfolio
|
Q3 2022
Added 3.02%
|
|
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
Aug 11, 2025 Q2 2025 |
1,739
shares
|
$1.31 Million
0.45% of portfolio
|
Q2 2025
Reduced 1.02%
|
|
|
Stonebridge Financial Planning Group, LLC
|
Aug 05, 2025 Q2 2025 |
1,738
shares
|
$1.31 Million
0.59% of portfolio
|
Q2 2025
Reduced 1.42%
|
|
|
Gratus Wealth Advisors, LLC
Virginia Beach, VA |
Jul 22, 2025 Q2 2025 |
1,737
shares
|
$1.31 Million
0.21% of portfolio
|
Q2 2025
Added 5.4%
|
|
|
Loomis Sayles & CO L P
|
Aug 13, 2025 Q2 2025 |
1,735
shares
|
$1.31 Million
0.0% of portfolio
|
Q2 2025
Reduced 18.43%
|
|
|
Cito Capital Group, LLC
Miami, FL |
Aug 14, 2025 Q2 2025 |
1,730
shares
|
$1.31 Million
0.47% of portfolio
|
Q2 2025
Added 6.13%
|
|
|
Ghp Investment Advisors, Inc.
Denver, CO |
Aug 04, 2025 Q2 2025 |
1,728
shares
|
$1.3 Million
0.06% of portfolio
|
Q1 2025
Reduced 5.88%
|
|
|
Foster Group, Inc.
|
Jul 14, 2025 Q2 2025 |
1,725
shares
|
$1.3 Million
0.05% of portfolio
|
Q2 2025
Reduced 6.66%
|
|
|
Abundance Wealth Counselors
|
Jul 21, 2025 Q2 2025 |
1,724
shares
|
$1.3 Million
0.25% of portfolio
|
Q2 2025
Added 10.8%
|
|
|
Apriem Advisors
Irvine, CA |
Aug 14, 2025 Q2 2025 |
1,719
shares
|
$1.3 Million
0.15% of portfolio
|
Q2 2025
Added 118.98%
|
|
|
High Mark Wealth Management LLC
|
Jul 21, 2025 Q2 2025 |
1,718
shares
|
$1.3 Million
0.68% of portfolio
|
Q2 2025
Reduced 0.41%
|
|
|
Eagle Claw Capital Managment, LLC
Boston, MA |
Aug 08, 2025 Q2 2025 |
1,715
shares
|
$1.29 Million
0.21% of portfolio
|
Q2 2025
Added 0.41%
|
|
|
Balboa Wealth Partners
Newport Beach, CA |
Jul 29, 2025 Q2 2025 |
1,715
shares
|
$1.29 Million
0.28% of portfolio
|
Q2 2025
Added 5.73%
|
|
|
Notis Mc Conarty Edward
|
Jul 23, 2025 Q2 2025 |
1,712
shares
|
$1.29 Million
0.66% of portfolio
|
Q2 2025
Added 494.44%
|
|
|
Al Ti Global, Inc.
New York, NY |
Jul 30, 2025 Q2 2025 |
1,712
shares
|
$1.29 Million
0.03% of portfolio
|
Q2 2025
Added 29.01%
|