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 4,549 institutions that hold shares in the stock, with a total of 754 Million shares, which have been reported (via 13F filing form) to have a value of $770 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Alpha Omega Wealth Management LLC
|
Oct 21, 2025 Q3 2025 |
1,763
shares
|
$1.8 Million
0.24% of portfolio
|
Q3 2025
Reduced 1.29%
|
|
|
Aldebaran Financial Inc.
|
Nov 19, 2025 Q3 2025 |
1,762
shares
|
$1.8 Million
1.36% of portfolio
|
Q3 2025
Added 22.11%
|
|
|
Hbw Advisory Services LLC
|
Oct 16, 2025 Q3 2025 |
1,761
shares
|
$1.8 Million
0.17% of portfolio
|
Q3 2025
Reduced 16.42%
|
|
|
Moreno Evelyn V
Boston, MA |
Feb 09, 2024 Q4 2023 |
1,761
shares
|
$1.8 Million
0.49% of portfolio
|
Q2 2023
Reduced 14.56%
|
|
|
Security National Bank
|
Oct 20, 2025 Q3 2025 |
1,760
shares
|
$1.8 Million
0.21% of portfolio
|
Q3 2025
Added 14.14%
|
|
|
Wall Street Financial Group, Inc.
Carlinville, IL |
Apr 24, 2025 Q1 2025 |
1,758
shares
|
$1.8 Million
1.5% of portfolio
|
Q1 2025
Reduced 36.92%
|
|
|
Apollon Financial, LLC
Mount Pleasant, SC |
Oct 16, 2025 Q3 2025 |
1,756
shares
|
$1.79 Million
0.22% of portfolio
|
Q3 2025
Added 8.6%
|
|
|
Girard Partners Ltd.
|
Aug 12, 2024 Q2 2024 |
1,754
shares
|
$1.79 Million
0.15% of portfolio
|
Q2 2024
Added 0.06%
|
|
|
Heron Financial Group, LLC
|
Aug 10, 2023 Q2 2023 |
1,754
shares
|
$1.79 Million
0.44% of portfolio
|
Q2 2023
Reduced 2.23%
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
Nov 07, 2025 Q3 2025 |
1,754
shares
|
$1.79 Million
0.28% of portfolio
|
Q3 2025
Reduced 6.65%
|
|
|
Maxele Advisors, LLC
Webster Groves, MO |
Nov 14, 2025 Q3 2025 |
1,754
shares
|
$1.79 Million
1.15% of portfolio
|
Q2 2025
Added 0.06%
|
|
|
Aire Advisors, LLC
Beverly Hills, CA |
Nov 07, 2025 Q3 2025 |
1,753
shares
|
$1.79 Million
0.26% of portfolio
|
Q3 2025
Reduced 9.78%
|
|
|
Canopy Partners, LLC
Terrace Park, OH |
Oct 29, 2025 Q3 2025 |
1,752
shares
|
$1.79 Million
0.45% of portfolio
|
Q3 2025
Added 12.6%
|
|
|
Park Edge Advisors, LLC
Cleveland, OH |
Oct 09, 2025 Q3 2025 |
1,751
shares
|
$1.79 Million
0.34% of portfolio
|
Q3 2025
Reduced 9.56%
|
|
|
Astoria Portfolio Advisors Llc.
|
Oct 09, 2025 Q3 2025 |
1,749
shares
|
$1.79 Million
0.47% of portfolio
|
Q3 2025
Reduced 17.34%
|
|
|
Zega Financial, LLC
Palm Beach Gardens, FL |
Nov 14, 2024 Q3 2024 |
1,748
shares
|
$1.79 Million
0.23% of portfolio
|
Q3 2024
Reduced 24.69%
|
|
|
Yukon Wealth Management, Inc.
Overland Park, KS |
Nov 14, 2025 Q3 2025 |
1,747
shares
|
$1.78 Million
0.44% of portfolio
|
Q3 2025
Added 2.04%
|
|
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
Nov 12, 2025 Q3 2025 |
1,740
shares
|
$1.78 Million
0.15% of portfolio
|
Q3 2025
Added 6.62%
|
|
|
Inverness Counsel LLC
|
Oct 26, 2022 Q3 2022 |
1,739
shares
|
$1.78 Million
0.03% of portfolio
|
Q3 2022
Added 3.02%
|
|
|
Loomis Sayles & CO L P
|
Nov 13, 2025 Q3 2025 |
1,738
shares
|
$1.78 Million
0.0% of portfolio
|
Q3 2025
Added 0.17%
|
|
|
Brave Asset Management Inc
|
Jan 08, 2026 Q4 2025 |
1,737
shares
|
$1.77 Million
0.38% of portfolio
|
Q4 2025
Reduced 7.66%
|
|
|
Bellecapital International Ltd.
|
Oct 17, 2025 Q3 2025 |
1,735
shares
|
$1.77 Million
0.23% of portfolio
|
Q3 2025
Reduced 8.73%
|
|
|
Gratus Wealth Advisors, LLC
Virginia Beach, VA |
Oct 28, 2025 Q3 2025 |
1,731
shares
|
$1.77 Million
0.19% of portfolio
|
Q3 2025
Reduced 0.35%
|
|
|
Jgp Wealth Management, LLC
|
Jan 12, 2026 Q4 2025 |
1,730
shares
|
$1.77 Million
0.19% of portfolio
|
Q4 2025
Added 4.34%
|
|
|
Winthrop Advisory Group LLC
|
Oct 24, 2025 Q3 2025 |
1,730
shares
|
$1.77 Million
0.12% of portfolio
|
Q3 2025
Added 1.41%
|
|