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 |
|---|---|---|---|---|---|
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
Oct 24, 2025 Q3 2025 |
1,210
shares
|
$1.24 Million
0.24% of portfolio
|
Q3 2025
Added 2.72%
|
|
|
Three Bridge Wealth Advisors, LLC
Portola Valley, CA |
Oct 21, 2025 Q3 2025 |
1,209
shares
|
$1.24 Million
0.24% of portfolio
|
Q3 2025
Reduced 19.13%
|
|
|
Bwm Planning, LLC
The Woodlands, TX |
Jan 13, 2026 Q4 2025 |
1,208
shares
|
$1.23 Million
0.35% of portfolio
|
Q4 2025
Added 3.34%
|
|
|
Hardy Reed LLC
|
Nov 07, 2025 Q3 2025 |
1,204
shares
|
$1.23 Million
0.07% of portfolio
|
Q3 2025
Added 16.22%
|
|
|
A16z Perennial Management, L.P.
Menlo Park, CA |
Nov 05, 2025 Q3 2025 |
1,201
shares
|
$1.23 Million
0.07% of portfolio
|
Q3 2025
New holding
|
|
|
Thompson Davis & Co., Inc.
|
Jan 12, 2026 Q4 2025 |
1,200
shares
|
$1.23 Million
0.77% of portfolio
|
Q4 2025
Reduced 0.08%
|
|
|
Register Financial Advisors LLC
Atlanta, GA |
Oct 30, 2025 Q3 2025 |
1,200
shares
|
$1.23 Million
0.36% of portfolio
|
Q3 2025
Reduced 0.91%
|
|
|
Alpha Wealth Funds, LLC
Park City, UT |
Oct 14, 2025 Q3 2025 |
1,200
shares
|
$1.23 Million
0.65% of portfolio
|
Q3 2025
New holding
|
|
|
Galvin, Gaustad & Stein, LLC
|
Oct 22, 2025 Q3 2025 |
1,196
shares
|
$1.22 Million
0.08% of portfolio
|
Q3 2025
Reduced 5.3%
|
|
|
Triad Financial Advisors, Inc.
Greensboro, NC |
Nov 02, 2023 Q3 2023 |
1,196
shares
|
$1.22 Million
0.24% of portfolio
|
Q3 2023
Added 6.5%
|
|
|
V. M. Manning & Co., Inc.
Greenville, SC |
Oct 15, 2025 Q3 2025 |
1,195
shares
|
$1.22 Million
0.8% of portfolio
|
Q2 2025
New holding
|
|
|
Five Oceans Advisors
|
Oct 22, 2025 Q3 2025 |
1,194
shares
|
$1.22 Million
0.41% of portfolio
|
Q3 2025
Reduced 1.32%
|
|
|
Oak Associates LTD
Akron, OH |
Nov 12, 2025 Q3 2025 |
1,194
shares
|
$1.22 Million
0.06% of portfolio
|
Q3 2025
New holding
|
|
|
First Western Trust Bank
Denver, CO |
Nov 13, 2025 Q3 2025 |
1,193
shares
|
$1.22 Million
0.04% of portfolio
|
Q3 2025
Reduced 0.83%
|
|
|
Davis Investment Partners, LLC
Charlotte, NC |
Jan 06, 2026 Q4 2025 |
1,193
shares
|
$1.22 Million
0.45% of portfolio
|
Q4 2025
Added 9.35%
|
|
|
United Advisor Group, LLC
Cincinnati, OH |
Nov 12, 2025 Q3 2025 |
1,193
shares
|
$1.22 Million
0.13% of portfolio
|
Q3 2025
Added 48.01%
|
|
|
Foster Victor Wealth Advisors, LLC
|
Oct 10, 2025 Q3 2025 |
1,192
shares
|
$1.22 Million
0.06% of portfolio
|
Q3 2025
Added 79.25%
|
|
|
Parr Mcknight Wealth Management Group, LLC
Minneapolis, MN |
Nov 10, 2025 Q3 2025 |
1,192
shares
|
$1.22 Million
0.12% of portfolio
|
Q3 2025
Reduced 74.54%
|
|
|
Fusion Capital, LLC
|
Nov 05, 2025 Q3 2025 |
1,190
shares
|
$1.22 Million
0.29% of portfolio
|
Q3 2025
Reduced 16.08%
|
|
|
Sheets Smith Investment Management
Houston, TX |
Oct 08, 2025 Q3 2025 |
1,190
shares
|
$1.22 Million
0.65% of portfolio
|
Q3 2025
New holding
|
|
|
Allium Financial Advisors, LLC
Lake Oswego, OR |
Nov 14, 2025 Q3 2025 |
1,187
shares
|
$1.21 Million
0.75% of portfolio
|
Q3 2025
Reduced 12.78%
|
|
|
Archetype Wealth Partners
Houston, TX |
Nov 14, 2025 Q3 2025 |
1,186
shares
|
$1.21 Million
0.12% of portfolio
|
Q3 2025
Added 188.56%
|
|
|
44 Wealth Management LLC
|
Nov 14, 2025 Q3 2025 |
1,183
shares
|
$1.21 Million
0.31% of portfolio
|
Q3 2025
Reduced 2.95%
|
|
|
Mason & Associates Inc
|
Nov 06, 2025 Q3 2025 |
1,182
shares
|
$1.21 Million
0.19% of portfolio
|
Q3 2025
Added 33.86%
|
|
|
Potentia Wealth
San Jose, CA |
Nov 12, 2025 Q3 2025 |
1,180
shares
|
$1.21 Million
0.34% of portfolio
|
Q3 2025
Reduced 0.84%
|
|