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 |
|---|---|---|---|---|---|
|
Signal Point Asset Management, LLC
|
Jan 14, 2025 Q4 2024 |
1,482
shares
|
$1.51 Million
0.3% of portfolio
|
Q4 2024
Reduced 1.2%
|
|
|
Copperwynd Financial, LLC
|
Jul 23, 2025 Q2 2025 |
1,482
shares
|
$1.51 Million
0.29% of portfolio
|
Q2 2025
Reduced 16.27%
|
|
|
Norman Fields, Gottscho Capital Management, LLC
|
Jan 07, 2026 Q4 2025 |
1,480
shares
|
$1.51 Million
0.52% of portfolio
|
Q4 2024
Added 1.37%
|
|
|
Swmg, LLC
Fort Worth, TX |
Oct 24, 2025 Q3 2025 |
1,479
shares
|
$1.51 Million
0.37% of portfolio
|
Q3 2025
Added 34.82%
|
|
|
Bay Capital Advisors, LLC
Virginia Beach, VA |
Oct 21, 2025 Q3 2025 |
1,479
shares
|
$1.51 Million
0.73% of portfolio
|
Q3 2025
Reduced 0.2%
|
|
|
Ferguson Shapiro LLC
|
Nov 10, 2025 Q3 2025 |
1,478
shares
|
$1.51 Million
0.57% of portfolio
|
Q2 2025
New holding
|
|
|
M.E. Allison & Co., Inc.
San Antonio, TX |
Jan 12, 2026 Q4 2025 |
1,477
shares
|
$1.51 Million
1.08% of portfolio
|
Q4 2025
Added 0.68%
|
|
|
Wright Investors Service Inc
|
Oct 28, 2025 Q3 2025 |
1,473
shares
|
$1.5 Million
0.34% of portfolio
|
Q3 2025
Reduced 42.8%
|
|
|
Innova Wealth Partners
|
Jan 07, 2026 Q4 2025 |
1,472
shares
|
$1.5 Million
0.75% of portfolio
|
Q4 2025
Added 16.83%
|
|
|
Gleason Group, Inc.
|
Jan 15, 2026 Q4 2025 |
1,472
shares
|
$1.5 Million
0.15% of portfolio
|
Q4 2025
Reduced 4.79%
|
|
|
Carson Allaria Wealth Management, Ltd.
|
Oct 28, 2025 Q3 2025 |
1,470
shares
|
$1.5 Million
0.61% of portfolio
|
Q3 2025
Added 0.07%
|
|
|
Mayfair Advisory Group, LLC
Birmingham, AL |
Oct 21, 2025 Q3 2025 |
1,470
shares
|
$1.5 Million
0.54% of portfolio
|
Q3 2025
Added 1.45%
|
|
|
Atlas Legacy Advisors, LLC
Los Angeles, CA |
Oct 30, 2025 Q3 2025 |
1,467
shares
|
$1.5 Million
0.22% of portfolio
|
Q3 2025
Added 94.56%
|
|
|
Mc Lean Asset Management Corp
|
Oct 07, 2025 Q3 2025 |
1,465
shares
|
$1.5 Million
0.26% of portfolio
|
Q3 2025
Reduced 2.01%
|
|
|
Sadoff Investment Management LLC
|
Oct 28, 2022 Q3 2022 |
1,465
shares
|
$1.5 Million
0.04% of portfolio
|
Q1 2022
Reduced 47.02%
|
|
|
Dudley Capital Management, LLC
Middleburg, VA |
Oct 29, 2025 Q3 2025 |
1,465
shares
|
$1.5 Million
0.5% of portfolio
|
Q3 2025
Added 1.38%
|
|
|
Resolute Wealth Strategies, LLC
Jackson, MS |
Nov 12, 2025 Q3 2025 |
1,465
shares
|
$1.5 Million
0.51% of portfolio
|
Q3 2025
Added 7.33%
|
|
|
Mfa Wealth Services
Thousand Oaks, CA |
Jan 15, 2026 Q4 2025 |
1,464
shares
|
$1.5 Million
1.06% of portfolio
|
Q4 2025
Added 3.76%
|
|
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
Nov 06, 2025 Q3 2025 |
1,463
shares
|
$1.49 Million
0.84% of portfolio
|
Q3 2025
Reduced 3.3%
|
|
|
Analyst Ims Investment Management Services Ltd.
|
Oct 20, 2025 Q3 2025 |
1,461
shares
|
$1.49 Million
0.03% of portfolio
|
Q3 2025
Reduced 13.55%
|
|
|
Horizon Investment Services, LLC
Hammond, IN |
Nov 05, 2025 Q3 2025 |
1,459
shares
|
$1.49 Million
0.42% of portfolio
|
Q3 2025
Added 2.89%
|
|
|
Warren Street Wealth Advisors, LLC
|
Oct 17, 2025 Q3 2025 |
1,455
shares
|
$1.49 Million
0.34% of portfolio
|
Q3 2025
Reduced 18.49%
|
|
|
Sky Investment Group LLC
|
Jan 14, 2026 Q4 2025 |
1,453
shares
|
$1.48 Million
0.26% of portfolio
|
Q4 2025
Reduced 1.36%
|
|
|
Eagle Ridge Investment Management
|
Jan 27, 2025 Q4 2024 |
1,450
shares
|
$1.48 Million
0.1% of portfolio
|
Q4 2024
Added 12.06%
|
|
|
Gilbert & Cook, Inc.
|
Jan 07, 2026 Q4 2025 |
1,450
shares
|
$1.48 Million
0.19% of portfolio
|
Q4 2025
Reduced 17.85%
|
|