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 |
|---|---|---|---|---|---|
|
Future Financial Wealth Managment LLC
|
Oct 15, 2025 Q3 2025 |
1,698
shares
|
$1.73 Million
0.83% of portfolio
|
Q2 2025
Added 7.6%
|
|
|
Zullo Investment Group, Inc.
Scranton, PA |
Oct 23, 2025 Q3 2025 |
1,698
shares
|
$1.73 Million
0.48% of portfolio
|
Q3 2025
Added 2.97%
|
|
|
Secured Retirement Advisors, LLC
St Louis Park, MN |
Oct 15, 2025 Q3 2025 |
1,696
shares
|
$1.73 Million
0.72% of portfolio
|
Q3 2025
Added 19.86%
|
|
|
Gray Wealth Management Inc.
Bangor, ME |
Feb 10, 2025 Q4 2024 |
1,695
shares
|
$1.73 Million
0.5% of portfolio
|
Q4 2024
Reduced 2.42%
|
|
|
Trivant Custom Portfolio Group, LLC
San Diego, CA |
Nov 05, 2025 Q3 2025 |
1,692
shares
|
$1.73 Million
0.66% of portfolio
|
Q3 2025
Added 2.67%
|
|
|
Rice Hall James & Associates, LLC
|
Oct 16, 2025 Q3 2025 |
1,690
shares
|
$1.73 Million
0.08% of portfolio
|
Q3 2024
Reduced 8.15%
|
|
|
Corient Ia LLC
Miami, FL |
Nov 12, 2025 Q3 2025 |
1,690
shares
|
$1.73 Million
1.06% of portfolio
|
Q3 2025
Added 144.93%
|
|
|
Valley Brook Capital Group, Inc.
Venetia, PA |
Nov 04, 2025 Q3 2025 |
1,687
shares
|
$1.72 Million
0.88% of portfolio
|
Q3 2025
Added 5.31%
|
|
|
Autumn Glory Partners, LLC
|
Oct 22, 2025 Q3 2025 |
1,678
shares
|
$1.71 Million
0.52% of portfolio
|
Q3 2025
Added 60.73%
|
|
|
Bcs Private Wealth Management, Inc.
Rumson, NJ |
Oct 27, 2025 Q3 2025 |
1,678
shares
|
$1.71 Million
0.52% of portfolio
|
Q3 2025
Added 2.44%
|
|
|
Integrity Advisory, LLC
|
Jan 24, 2023 Q4 2022 |
1,677
shares
|
$1.71 Million
0.6% of portfolio
|
Q4 2022
Reduced 4.93%
|
|
|
Atticus Wealth Management, LLC
|
Nov 07, 2025 Q3 2025 |
1,676
shares
|
$1.71 Million
0.35% of portfolio
|
Q3 2025
Reduced 1.82%
|
|
|
Intercontinental Wealth Advisors, LLC
|
Jul 21, 2023 Q2 2023 |
1,675
shares
|
$1.71 Million
0.19% of portfolio
|
Q2 2023
Reduced 5.15%
|
|
|
Portus Wealth Advisors, LLC
Charlotte, NC |
Nov 20, 2025 Q3 2025 |
1,675
shares
|
$1.71 Million
1.27% of portfolio
|
Q3 2025
New holding
|
|
|
First Affirmative Financial Network
|
Nov 20, 2025 Q3 2025 |
1,673
shares
|
$1.71 Million
0.63% of portfolio
|
Q3 2025
Reduced 0.48%
|
|
|
Stonebridge Financial Planning Group, LLC
|
Nov 17, 2025 Q3 2025 |
1,663
shares
|
$1.7 Million
0.5% of portfolio
|
Q3 2025
Reduced 4.32%
|
|
|
Shulman De Meo Asset Management LLC
|
Jan 14, 2026 Q4 2025 |
1,662
shares
|
$1.7 Million
0.39% of portfolio
|
Q4 2025
Reduced 3.93%
|
|
|
Waypoint Capital Advisors, LLC
|
Oct 18, 2024 Q3 2024 |
1,656
shares
|
$1.69 Million
0.36% of portfolio
|
Q3 2024
Added 2.67%
|
|
|
O'Brien Wealth Partners LLC
|
Oct 22, 2025 Q3 2025 |
1,655
shares
|
$1.69 Million
0.19% of portfolio
|
Q3 2025
Added 3421.28%
|
|
|
Piscataqua Savings Bank
|
Oct 28, 2025 Q3 2025 |
1,654
shares
|
$1.69 Million
1.03% of portfolio
|
Q3 2025
Added 0.61%
|
|
|
Full Sail Capital, LLC
Oklahoma City, OK |
Nov 14, 2025 Q3 2025 |
1,654
shares
|
$1.69 Million
0.07% of portfolio
|
Q3 2025
Added 1.1%
|
|
|
United Community Bank
Greenville, SC |
Nov 04, 2025 Q3 2025 |
1,651
shares
|
$1.69 Million
0.39% of portfolio
|
Q3 2025
Added 11.55%
|
|
|
Lakeridge Wealth Management LLC
Mentor, OH |
Jan 07, 2026 Q4 2025 |
1,651
shares
|
$1.69 Million
0.81% of portfolio
|
Q4 2025
Added 2.55%
|
|
|
Caas Capital Management LP
New York, NY |
Apr 30, 2025 Q1 2025 |
1,650
shares
|
$1.69 Million
0.15% of portfolio
|
Q1 2025
Reduced 31.48%
|
|
|
Adapt Wealth Advisors, LLC
Atlanta, GA |
Nov 10, 2025 Q3 2025 |
1,649
shares
|
$1.68 Million
0.46% of portfolio
|
Q3 2025
Added 14.36%
|
|