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 |
|---|---|---|---|---|---|
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
Nov 07, 2025 Q3 2025 |
1,237
shares
|
$1.26 Million
0.36% of portfolio
|
Q2 2025
Reduced 0.24%
|
|
|
Wealth Management Strategies, Inc.
Pittsburgh, PA |
Nov 17, 2025 Q3 2025 |
1,233
shares
|
$1.26 Million
0.48% of portfolio
|
Q3 2025
Added 0.41%
|
|
|
Occudo Quantitative Strategies LP
Fort Lauderdale, FL |
Nov 14, 2025 Q3 2025 |
1,232
shares
|
$1.26 Million
0.12% of portfolio
|
Q3 2025
New holding
|
|
|
Hummer Financial Advisory Services Inc
|
Jan 12, 2026 Q4 2025 |
1,231
shares
|
$1.26 Million
0.96% of portfolio
|
Q4 2025
Added 0.08%
|
|
|
Security Financial Services, Inc.
|
Oct 14, 2025 Q3 2025 |
1,230
shares
|
$1.26 Million
0.17% of portfolio
|
Q3 2025
Added 1.65%
|
|
|
Constitution Capital LLC
Shelton, CT |
Jan 09, 2026 Q4 2025 |
1,230
shares
|
$1.26 Million
0.57% of portfolio
|
Q4 2025
Reduced 19.61%
|
|
|
Traphagen Investment Advisors LLC
Oradell, NJ |
Oct 07, 2025 Q3 2025 |
1,230
shares
|
$1.26 Million
0.11% of portfolio
|
Q3 2025
Reduced 1.13%
|
|
|
Financial Consulate, Inc
|
Oct 20, 2025 Q3 2025 |
1,229
shares
|
$1.26 Million
0.14% of portfolio
|
Q3 2025
New holding
|
|
|
Cfc Planning CO LLC
Cicero, IN |
Oct 29, 2025 Q3 2025 |
1,229
shares
|
$1.26 Million
0.77% of portfolio
|
Q3 2025
Added 1.65%
|
|
|
Gateway Advisory, LLC
Westfield, NJ |
Nov 14, 2024 Q3 2024 |
1,228
shares
|
$1.25 Million
0.19% of portfolio
|
Q3 2024
Reduced 2.69%
|
|
|
Verus Capital Partners, LLC
Scottsdale, AZ |
Nov 10, 2025 Q3 2025 |
1,227
shares
|
$1.25 Million
0.07% of portfolio
|
Q3 2025
Added 3.72%
|
|
|
Mosley Wealth Management
Anaheim, CA |
Feb 11, 2025 Q4 2024 |
1,223
shares
|
$1.25 Million
0.61% of portfolio
|
Q4 2024
Added 15.05%
|
|
|
Altrius Capital Management Inc
New Bern, NC |
Nov 05, 2025 Q3 2025 |
1,221
shares
|
$1.25 Million
0.22% of portfolio
|
Q2 2025
Reduced 1.37%
|
|
|
Gateway Wealth Partners, LLC
Appleton, WI |
Nov 05, 2025 Q3 2025 |
1,219
shares
|
$1.25 Million
0.13% of portfolio
|
Q3 2025
Reduced 2.25%
|
|
|
Swisher Financial Concepts, Inc.
Westerville, OH |
Oct 20, 2025 Q3 2025 |
1,219
shares
|
$1.25 Million
0.62% of portfolio
|
Q3 2025
Reduced 2.09%
|
|
|
Richmond Investment Services, LLC
Mequon, WI |
Nov 12, 2025 Q3 2025 |
1,219
shares
|
$1.25 Million
0.17% of portfolio
|
Q3 2025
Reduced 0.41%
|
|
|
Lathrop Investment Management Corp
|
Nov 12, 2025 Q3 2025 |
1,218
shares
|
$1.24 Million
0.17% of portfolio
|
Q3 2025
Reduced 0.81%
|
|
|
Summit Financial Wealth Advisors, LLC
|
Oct 03, 2025 Q3 2025 |
1,218
shares
|
$1.24 Million
0.15% of portfolio
|
Q3 2025
Added 12.47%
|
|
|
Lattice Capital Management, LLC
|
Oct 24, 2025 Q3 2025 |
1,218
shares
|
$1.24 Million
0.96% of portfolio
|
Q2 2025
Added 19.65%
|
|
|
Ocean Capital Management, LLC
|
Oct 20, 2025 Q3 2025 |
1,218
shares
|
$1.24 Million
0.19% of portfolio
|
Q3 2025
Reduced 0.08%
|
|
|
V Wealth Advisors LLC
|
Nov 15, 2023 Q3 2023 |
1,217
shares
|
$1.24 Million
0.53% of portfolio
|
Q3 2023
Reduced 58.87%
|
|
|
Pointe Capital Management LLC
|
Nov 24, 2025 Q3 2025 |
1,215
shares
|
$1.24 Million
0.46% of portfolio
|
Q2 2025
Added 1.59%
|
|
|
Jb Capital LLC
|
Oct 20, 2025 Q3 2025 |
1,214
shares
|
$1.24 Million
0.04% of portfolio
|
Q3 2025
Added 10.77%
|
|
|
Rothschild Capital Partners, LLC
New York, NY |
Nov 06, 2025 Q3 2025 |
1,214
shares
|
$1.24 Million
0.22% of portfolio
|
Q1 2025
Added 23.37%
|
|
|
Malaga Cove Capital, LLC
|
Nov 12, 2025 Q3 2025 |
1,210
shares
|
$1.24 Million
0.35% of portfolio
|
Q3 2025
Added 234.25%
|
|