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 |
|---|---|---|---|---|---|
|
Spartan Planning & Wealth Management
Greensboro, NC |
Jan 08, 2026 Q4 2025 |
1,556
shares
|
$1.59 Million
1.22% of portfolio
|
Q4 2025
New holding
|
|
|
Headinvest, LLC
Portland, ME |
Nov 14, 2025 Q3 2025 |
1,554
shares
|
$1.59 Million
0.25% of portfolio
|
Q3 2025
Added 3.32%
|
|
|
Knightsbridge Asset Management, LLC
Newport Beach, CA |
Nov 14, 2025 Q3 2025 |
1,554
shares
|
$1.59 Million
0.23% of portfolio
|
Q3 2025
Added 5.21%
|
|
|
Matthew Goff Investment Advisor, LLC
|
Jan 14, 2026 Q4 2025 |
1,553
shares
|
$1.59 Million
0.28% of portfolio
|
Q4 2025
Reduced 19.95%
|
|
|
Pitti Group Wealth Management, LLC
|
Nov 07, 2025 Q3 2025 |
1,550
shares
|
$1.58 Million
1.27% of portfolio
|
Q3 2025
Reduced 4.08%
|
|
|
Domani Wealth, LLC
|
Apr 18, 2023 Q1 2023 |
1,549
shares
|
$1.58 Million
0.12% of portfolio
|
Q1 2023
Added 2.51%
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
Oct 08, 2025 Q3 2025 |
1,542
shares
|
$1.58 Million
0.17% of portfolio
|
Q3 2025
Added 18.43%
|
|
|
Brady Family Wealth, LLC
Saint Louis, MO |
Jan 07, 2026 Q4 2025 |
1,541
shares
|
$1.57 Million
0.51% of portfolio
|
Q4 2025
Reduced 0.52%
|
|
|
Fortem Financial Group, LLC
|
Nov 04, 2025 Q3 2025 |
1,538
shares
|
$1.57 Million
0.35% of portfolio
|
Q3 2025
Reduced 25.88%
|
|
|
Jacobsen Capital Management
|
Oct 27, 2025 Q3 2025 |
1,538
shares
|
$1.57 Million
0.4% of portfolio
|
Q3 2025
Reduced 1.6%
|
|
|
Plante Moran Financial Advisors, LLC
|
Nov 05, 2025 Q3 2025 |
1,538
shares
|
$1.57 Million
0.07% of portfolio
|
Q3 2025
Reduced 12.41%
|
|
|
Balboa Wealth Partners
Newport Beach, CA |
Nov 06, 2025 Q3 2025 |
1,538
shares
|
$1.57 Million
0.21% of portfolio
|
Q3 2025
Reduced 10.32%
|
|
|
Orrstown Financial Services Inc
Shippensburg, PA |
Jan 15, 2026 Q4 2025 |
1,538
shares
|
$1.57 Million
0.28% of portfolio
|
Q4 2025
Added 9.23%
|
|
|
Mirador Capital Partners LP
|
Jan 14, 2026 Q4 2025 |
1,533
shares
|
$1.57 Million
0.22% of portfolio
|
Q4 2025
Reduced 2.17%
|
|
|
Mainstay Capital Management LLC
|
Dec 09, 2025 Q3 2025 |
1,532
shares
|
$1.57 Million
0.12% of portfolio
|
Q3 2025
Reduced 48.03%
|
|
|
Dover Advisors, LLC
Richmond, VA |
Nov 10, 2025 Q3 2025 |
1,532
shares
|
$1.57 Million
0.47% of portfolio
|
Q3 2025
Reduced 0.07%
|
|
|
Kowal Investment Group, LLC
Waukesha, WI |
Oct 16, 2024 Q3 2024 |
1,531
shares
|
$1.56 Million
0.25% of portfolio
|
Q3 2024
Added 18.96%
|
|
|
Union Savings Bank
Litchfield, CT |
Aug 08, 2025 Q2 2025 |
1,531
shares
|
$1.56 Million
0.52% of portfolio
|
Q2 2025
Reduced 20.38%
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Nov 24, 2025 Q3 2025 |
1,527
shares
|
$1.56 Million
0.26% of portfolio
|
Q2 2025
Reduced 0.84%
|
|
|
Capital City Trust CO
|
Oct 27, 2025 Q3 2025 |
1,524
shares
|
$1.56 Million
0.3% of portfolio
|
Q3 2025
Reduced 2.56%
|
|
|
First National Bank Of Hutchinson
|
Nov 05, 2025 Q3 2025 |
1,524
shares
|
$1.56 Million
0.62% of portfolio
|
Q3 2025
Added 3.25%
|
|
|
One Wealth Capital Management, LLC
Scottsdale, AZ |
Nov 12, 2025 Q3 2025 |
1,524
shares
|
$1.56 Million
0.52% of portfolio
|
Q3 2025
Reduced 3.73%
|
|
|
Rossby Financial, Lcc
Melbourne, FL |
Nov 10, 2025 Q3 2025 |
1,523
shares
|
$1.56 Million
0.41% of portfolio
|
Q3 2025
Added 23.02%
|
|
|
Affiance Financial, LLC
|
Oct 14, 2025 Q3 2025 |
1,521
shares
|
$1.55 Million
0.21% of portfolio
|
Q3 2025
Reduced 7.03%
|
|
|
Cobblestone Capital Advisors LLC
Rochester, NY |
Nov 12, 2025 Q3 2025 |
1,520
shares
|
$1.55 Million
0.06% of portfolio
|
Q3 2025
Reduced 6.0%
|
|