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 4,309 institutions that hold shares in the stock, with a total of 759 Million shares, which have been reported (via 13F filing form) to have a value of $573 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|
Intellectus Partners, LLC
San Francisco, CA |
Apr 11, 2025 Q1 2025 |
1,419
shares
|
$1.07 Million
0.3% of portfolio
|
Q1 2025
Added 31.75%
|
|
|
American Investment Services, Inc.
|
Mar 03, 2025 Q4 2024 |
1,418
shares
|
$1.07 Million
0.2% of portfolio
|
Q4 2024
Reduced 12.9%
|
|
|
Camden National Bank
Camden, ME |
Feb 07, 2025 Q4 2024 |
1,416
shares
|
$1.07 Million
0.17% of portfolio
|
Q4 2024
Reduced 10.78%
|
|
|
Adapt Wealth Advisors, LLC
Atlanta, GA |
Feb 14, 2025 Q4 2024 |
1,412
shares
|
$1.07 Million
0.54% of portfolio
|
Q2 2024
Reduced 3.81%
|
|
|
Athena Investment Management
|
Feb 05, 2025 Q4 2024 |
1,409
shares
|
$1.06 Million
0.67% of portfolio
|
Q4 2024
Reduced 0.28%
|
|
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
Feb 11, 2025 Q4 2024 |
1,409
shares
|
$1.06 Million
0.6% of portfolio
|
Q3 2024
Reduced 2.76%
|
|
|
First Western Trust Bank
Denver, CO |
Feb 12, 2025 Q4 2024 |
1,409
shares
|
$1.06 Million
0.05% of portfolio
|
Q4 2024
Reduced 1.74%
|
|
|
Uma Financial Services, Inc.
|
Feb 12, 2025 Q4 2024 |
1,406
shares
|
$1.06 Million
0.19% of portfolio
|
Q4 2024
Added 23.23%
|
|
|
Fusion Capital, LLC
|
Feb 05, 2025 Q4 2024 |
1,402
shares
|
$1.06 Million
0.45% of portfolio
|
Q4 2024
Reduced 0.21%
|
|
|
Allen Capital Group, LLC
|
Jan 23, 2025 Q4 2024 |
1,400
shares
|
$1.06 Million
0.13% of portfolio
|
Q4 2024
Added 62.04%
|
|
|
Avity Investment Management Inc.
|
Apr 11, 2025 Q1 2025 |
1,399
shares
|
$1.06 Million
0.1% of portfolio
|
Q1 2025
Reduced 2.17%
|
|
|
Patriot Investment Management Inc.
|
Apr 16, 2025 Q1 2025 |
1,399
shares
|
$1.06 Million
0.09% of portfolio
|
Q1 2025
Reduced 0.92%
|
|
|
Pacific Sage Partners, LLC
Shoreline, WA |
Jan 24, 2025 Q4 2024 |
1,397
shares
|
$1.05 Million
0.25% of portfolio
|
Q2 2024
Added 0.43%
|
|
|
Msh Capital Advisors LLC
Scottsdale, AZ |
Feb 13, 2025 Q4 2024 |
1,396
shares
|
$1.05 Million
0.34% of portfolio
|
Q3 2024
Reduced 3.54%
|
|
|
Ewa, LLC
Pittsbugh, PA |
Feb 14, 2025 Q4 2024 |
1,392
shares
|
$1.05 Million
0.4% of portfolio
|
Q4 2024
Added 13.45%
|
|
|
Fort Pitt Capital Group, LLC
|
Oct 29, 2024 Q3 2024 |
1,387
shares
|
$1.05 Million
0.03% of portfolio
|
Q3 2024
Added 6.12%
|
|
|
Cahaba Wealth Management, Inc.
|
Feb 13, 2025 Q4 2024 |
1,384
shares
|
$1.04 Million
0.09% of portfolio
|
Q4 2024
Added 0.07%
|
|
|
Mfa Wealth Services
Thousand Oaks, CA |
Jan 21, 2025 Q4 2024 |
1,384
shares
|
$1.04 Million
0.86% of portfolio
|
Q4 2024
New holding
|
|
|
Mirador Capital Partners LP
|
Apr 08, 2025 Q1 2025 |
1,377
shares
|
$1.04 Million
0.21% of portfolio
|
Q1 2025
New holding
|
|
|
Moment Partners, LLC
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
1,377
shares
|
$1.04 Million
0.2% of portfolio
|
Q4 2024
New holding
|
|
|
Triumph Capital Management
|
Feb 14, 2025 Q4 2024 |
1,376
shares
|
$1.04 Million
0.39% of portfolio
|
Q4 2024
Added 15.05%
|
|
|
Talon Private Wealth, LLC
The Villages, FL |
Feb 14, 2025 Q4 2024 |
1,376
shares
|
$1.04 Million
0.39% of portfolio
|
Q4 2024
Reduced 99.06%
|
|
|
Monarch Capital Management Inc
|
Apr 15, 2025 Q1 2025 |
1,374
shares
|
$1.04 Million
0.32% of portfolio
|
Q1 2025
Added 0.44%
|
|
|
Tradition Wealth Management, LLC
|
Feb 13, 2025 Q4 2024 |
1,372
shares
|
$1.03 Million
0.1% of portfolio
|
Q4 2024
Reduced 2.21%
|
|
|
Nabity Jensen Investment Management Inc
Omaha, NE |
Jan 14, 2025 Q4 2024 |
1,369
shares
|
$1.03 Million
0.8% of portfolio
|
Q4 2023
Reduced 30.09%
|