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 |
|---|---|---|---|---|---|
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
Oct 22, 2025 Q3 2025 |
1,342
shares
|
$1.37 Million
0.57% of portfolio
|
Q3 2025
Added 4.19%
|
|
|
Walkner Condon Financial Advisors LLC
|
Oct 28, 2025 Q3 2025 |
1,340
shares
|
$1.37 Million
0.17% of portfolio
|
Q3 2025
Added 49.89%
|
|
|
Global Trust Asset Management, LLC
|
Oct 28, 2025 Q3 2025 |
1,339
shares
|
$1.37 Million
0.49% of portfolio
|
Q3 2025
Reduced 1.62%
|
|
|
Cahaba Wealth Management, Inc.
|
Jan 07, 2026 Q4 2025 |
1,339
shares
|
$1.37 Million
0.11% of portfolio
|
Q4 2025
Reduced 1.98%
|
|
|
Org Partners LLC
Roanoke, IN |
Jan 14, 2026 Q4 2025 |
1,335
shares
|
$1.36 Million
0.29% of portfolio
|
Q4 2025
Added 1.99%
|
|
|
Rw Investment Management LLC
Eagle, ID |
Nov 13, 2025 Q3 2025 |
1,335
shares
|
$1.36 Million
0.1% of portfolio
|
Q2 2025
New holding
|
|
|
Addison Advisors LLC
|
Nov 07, 2025 Q3 2025 |
1,333
shares
|
$1.36 Million
0.27% of portfolio
|
Q3 2025
Added 16.83%
|
|
|
New Republic Capital, LLC
Charlotte, NC |
Oct 27, 2025 Q3 2025 |
1,333
shares
|
$1.36 Million
0.31% of portfolio
|
Q3 2025
Added 2.85%
|
|
|
Stewart & Patten CO LLC
|
Apr 18, 2024 Q1 2024 |
1,330
shares
|
$1.36 Million
0.16% of portfolio
|
Q1 2024
Reduced 14.74%
|
|
|
Provident Wealth Management, LLC
|
Oct 16, 2025 Q3 2025 |
1,328
shares
|
$1.36 Million
0.31% of portfolio
|
Q2 2025
Reduced 0.3%
|
|
|
Rollins Financial Advisors, LLC
Atlanta, GA |
Nov 10, 2025 Q3 2025 |
1,328
shares
|
$1.36 Million
0.15% of portfolio
|
Q3 2025
Reduced 27.55%
|
|
|
Patriot Investment Management Inc.
|
Oct 15, 2025 Q3 2025 |
1,327
shares
|
$1.36 Million
0.07% of portfolio
|
Q3 2025
Reduced 2.78%
|
|
|
Voya Financial Advisors, Inc.
Windsor, CT |
Oct 09, 2025 Q3 2025 |
1,327
shares
|
$1.36 Million
0.1% of portfolio
|
Q3 2025
Reduced 7.2%
|
|
|
Klcm Advisors, Inc.
|
Nov 13, 2025 Q3 2025 |
1,320
shares
|
$1.35 Million
0.1% of portfolio
|
Q3 2025
Reduced 80.9%
|
|
|
Cyrus J. Lawrence, LLC
|
May 15, 2025 Q1 2025 |
1,320
shares
|
$1.35 Million
4.13% of portfolio
|
Q1 2025
Reduced 94.39%
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Nov 04, 2025 Q3 2025 |
1,320
shares
|
$1.35 Million
0.18% of portfolio
|
Q3 2025
Added 4.18%
|
|
|
Janiczek Wealth Management, LLC
|
Jul 25, 2024 Q2 2024 |
1,318
shares
|
$1.35 Million
0.25% of portfolio
|
Q2 2024
Added 4.03%
|
|
|
Capital Advisors, Ltd. LLC
|
Oct 16, 2025 Q3 2025 |
1,317
shares
|
$1.35 Million
0.11% of portfolio
|
Q3 2025
Reduced 2.3%
|
|
|
Invenio Wealth Partners LLC
Coral Gables, FL |
Nov 13, 2025 Q3 2025 |
1,316
shares
|
$1.34 Million
0.37% of portfolio
|
Q3 2025
Reduced 2.37%
|
|
|
Prosperity Financial Group, Inc.
San Ramon, CA |
Nov 14, 2025 Q3 2025 |
1,315
shares
|
$1.34 Million
0.37% of portfolio
|
Q3 2025
Reduced 36.78%
|
|
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
Nov 07, 2025 Q3 2025 |
1,313
shares
|
$1.34 Million
0.18% of portfolio
|
Q3 2025
Reduced 4.58%
|
|
|
First County Bank /Ct/
Stamford, CT |
Jan 14, 2026 Q4 2025 |
1,312
shares
|
$1.34 Million
0.74% of portfolio
|
Q4 2025
Reduced 32.96%
|
|
|
Avity Investment Management Inc.
|
Jan 13, 2026 Q4 2025 |
1,310
shares
|
$1.34 Million
0.09% of portfolio
|
Q4 2025
Reduced 0.38%
|
|
|
Bell Rock Capital LLC
|
Oct 28, 2022 Q3 2022 |
1,309
shares
|
$1.34 Million
0.52% of portfolio
|
Q3 2022
New holding
|
|
|
Monarch Capital Management Inc
|
Oct 20, 2025 Q3 2025 |
1,309
shares
|
$1.34 Million
0.25% of portfolio
|
Q3 2025
Reduced 19.15%
|
|