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 |
|---|---|---|---|---|---|
|
Panoramic Capital, LLC
Larkspur, CA |
Nov 14, 2025 Q3 2025 |
1,591
shares
|
$1.63 Million
0.55% of portfolio
|
Q3 2025
Reduced 0.56%
|
|
|
Lwm Advisory Services, LLC
Plantation, FL |
Nov 25, 2025 Q3 2025 |
1,589
shares
|
$1.62 Million
0.79% of portfolio
|
Q3 2025
Reduced 6.42%
|
|
|
Smith Group Asset Management, LLC
Dallas, TX |
Nov 12, 2025 Q3 2025 |
1,589
shares
|
$1.62 Million
0.07% of portfolio
|
Q3 2025
Reduced 0.31%
|
|
|
Global Financial Private Client, LLC
Sarasota, FL |
Oct 21, 2025 Q3 2025 |
1,587
shares
|
$1.62 Million
0.43% of portfolio
|
Q3 2025
Added 1.47%
|
|
|
Rexford Capital Inc
Bellaire, TX |
Oct 21, 2025 Q3 2025 |
1,583
shares
|
$1.62 Million
0.93% of portfolio
|
Q3 2025
Added 6.38%
|
|
|
Centerpoint Advisors, LLC
|
Nov 05, 2025 Q3 2025 |
1,579
shares
|
$1.61 Million
0.37% of portfolio
|
Q3 2025
Added 4.92%
|
|
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
Oct 28, 2025 Q3 2025 |
1,575
shares
|
$1.61 Million
0.37% of portfolio
|
Q3 2025
Added 2.07%
|
|
|
Gilman Hill Asset Management, LLC
|
Jan 12, 2026 Q4 2025 |
1,573
shares
|
$1.61 Million
0.27% of portfolio
|
Q4 2025
Reduced 2.84%
|
|
|
Parker Investment Management, LLC
|
Nov 04, 2025 Q3 2025 |
1,573
shares
|
$1.61 Million
0.16% of portfolio
|
Q3 2025
Reduced 13.52%
|
|
|
Bank Of Marin
Novato, CA |
Nov 04, 2025 Q3 2025 |
1,573
shares
|
$1.61 Million
0.89% of portfolio
|
Q3 2025
Added 2.28%
|
|
|
Shum Financial Group, Inc.
Alameda, CA |
Jan 15, 2026 Q4 2025 |
1,573
shares
|
$1.61 Million
1.22% of portfolio
|
Q4 2025
Reduced 1.99%
|
|
|
City National Bank Of Florida /Msd
Miami, FL |
Nov 14, 2025 Q3 2025 |
1,572
shares
|
$1.61 Million
0.79% of portfolio
|
Q3 2025
Added 4.45%
|
|
|
Liberty Wealth Management LLC
Oakland, CA |
Oct 31, 2025 Q3 2025 |
1,571
shares
|
$1.61 Million
0.18% of portfolio
|
Q3 2025
Reduced 3.26%
|
|
|
Alan B. Lancz & Associates, Inc.
Toledo, OH |
Nov 13, 2025 Q3 2025 |
1,570
shares
|
$1.6 Million
1.1% of portfolio
|
Q3 2025
Added 2.61%
|
|
|
Mascoma Wealth Management LLC
|
Oct 28, 2025 Q3 2025 |
1,569
shares
|
$1.6 Million
0.27% of portfolio
|
Q3 2025
Added 119.75%
|
|
|
Gould Asset Management LLC
Claremont, CA |
Oct 28, 2025 Q3 2025 |
1,568
shares
|
$1.6 Million
0.22% of portfolio
|
Q2 2025
Added 186.13%
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Feb 05, 2025 Q4 2024 |
1,567
shares
|
$1.6 Million
0.4% of portfolio
|
Q4 2024
Reduced 8.2%
|
|
|
Bank Of The West
|
Jan 31, 2023 Q4 2022 |
1,566
shares
|
$1.6 Million
0.07% of portfolio
|
Q4 2022
Reduced 3.87%
|
|
|
Life Pro Asset Management
|
Oct 09, 2024 Q3 2024 |
1,565
shares
|
$1.6 Million
1.05% of portfolio
|
Q3 2024
Added 1.03%
|
|
|
Le Jeune Puetz Investment Counsel LLC
|
May 03, 2023 Q1 2023 |
1,564
shares
|
$1.6 Million
0.2% of portfolio
|
Q1 2023
Added 0.9%
|
|
|
Advyzon Investment Management, LLC
Lisle, IL |
Nov 10, 2025 Q3 2025 |
1,562
shares
|
$1.6 Million
0.2% of portfolio
|
Q3 2025
Reduced 23.8%
|
|
|
Corda Investment Management, Llc.
Houston, TX |
Oct 24, 2025 Q3 2025 |
1,558
shares
|
$1.59 Million
0.08% of portfolio
|
Q3 2025
Added 0.52%
|
|
|
Rydar Equities, Inc.
Weatherford, TX |
Oct 09, 2025 Q3 2025 |
1,558
shares
|
$1.59 Million
1.05% of portfolio
|
Q3 2025
Reduced 2.81%
|
|
|
Westbourne Investment Advisors, Inc.
|
Oct 20, 2025 Q3 2025 |
1,557
shares
|
$1.59 Million
0.33% of portfolio
|
Q4 2024
Reduced 3.77%
|
|
|
Legacy Capital Wealth Management, LLC
The Woodlands, TX |
Jun 04, 2025 Q4 2024 |
1,557
shares
|
$1.59 Million
1.19% of portfolio
|
Q4 2024
New holding
|
|