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 |
|---|---|---|---|---|---|
|
Palacios Wealth Management, LLC
Ormond Beach, FL |
Nov 05, 2025 Q3 2025 |
1,123
shares
|
$1.15 Million
0.56% of portfolio
|
Q3 2025
Added 60.43%
|
|
|
Monterey Private Wealth, Inc.
|
May 14, 2025 Q1 2025 |
1,122
shares
|
$1.15 Million
0.27% of portfolio
|
Q1 2025
Reduced 8.85%
|
|
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
Oct 27, 2025 Q3 2025 |
1,122
shares
|
$1.15 Million
0.29% of portfolio
|
Q3 2025
Added 64.52%
|
|
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
Nov 03, 2025 Q3 2025 |
1,118
shares
|
$1.14 Million
0.17% of portfolio
|
Q3 2025
Added 2.85%
|
|
|
New Wave Wealth Advisors LLC
Springdale, AR |
Oct 17, 2025 Q3 2025 |
1,118
shares
|
$1.14 Million
0.38% of portfolio
|
Q3 2025
Added 0.63%
|
|
|
Evelyn Partners Asset Management LTD
London, |
Nov 14, 2025 Q3 2025 |
1,118
shares
|
$1.14 Million
0.19% of portfolio
|
Q4 2024
Reduced 99.55%
|
|
|
Cyr Financial Inc.
Hennepin, IL |
Nov 05, 2025 Q3 2025 |
1,116
shares
|
$1.14 Million
0.58% of portfolio
|
Q3 2025
Added 3.05%
|
|
|
Brucke Financial, Inc.
Indianapolis, IN |
Jan 12, 2026 Q4 2025 |
1,111
shares
|
$1.14 Million
0.65% of portfolio
|
Q4 2025
Reduced 2.54%
|
|
|
Exchange Bank
Santa Rosa, CA |
Jan 12, 2026 Q4 2025 |
1,110
shares
|
$1.13 Million
0.83% of portfolio
|
Q4 2025
Reduced 8.57%
|
|
|
Godsey & Gibb Associates
|
Oct 24, 2025 Q3 2025 |
1,107
shares
|
$1.13 Million
0.08% of portfolio
|
Q3 2025
Added 0.64%
|
|
|
Charter Oak Capital Management, LLC
|
Oct 30, 2025 Q3 2025 |
1,106
shares
|
$1.13 Million
0.07% of portfolio
|
Q3 2025
Reduced 14.86%
|
|
|
Quartz Partners, LLC
Saratoga Springs, NY |
Nov 13, 2025 Q3 2025 |
1,105
shares
|
$1.13 Million
0.31% of portfolio
|
Q3 2025
Added 6.56%
|
|
|
Paulson Wealth Management Inc.
|
Nov 03, 2025 Q3 2025 |
1,103
shares
|
$1.13 Million
0.21% of portfolio
|
Q3 2025
Reduced 1.96%
|
|
|
Millstone Evans Group, LLC
Boulder, CO |
Oct 30, 2025 Q3 2025 |
1,101
shares
|
$1.12 Million
0.53% of portfolio
|
Q2 2025
Added 1.19%
|
|
|
Austin Private Wealth, LLC
|
Oct 17, 2025 Q3 2025 |
1,100
shares
|
$1.12 Million
0.07% of portfolio
|
Q3 2025
Reduced 11.22%
|
|
|
Merrion Investment Management Co, LLC
|
Oct 15, 2025 Q3 2025 |
1,100
shares
|
$1.12 Million
0.51% of portfolio
|
Q3 2025
Reduced 15.38%
|
|
|
Corundum Trust Company, Inc
Sioux Falls, SD |
Oct 24, 2025 Q3 2025 |
1,100
shares
|
$1.12 Million
1.82% of portfolio
|
Q3 2025
Reduced 0.18%
|
|
|
Amussen Hunsaker Associates LLC
Salt Lake City, UT |
Nov 14, 2025 Q3 2025 |
1,099
shares
|
$1.12 Million
0.08% of portfolio
|
Q3 2025
Added 175.44%
|
|
|
1900 Wealth Management LLC
|
Oct 17, 2025 Q3 2025 |
1,098
shares
|
$1.12 Million
0.06% of portfolio
|
Q3 2025
Added 117.0%
|
|
|
New Perspectives, Inc
Tougaloo, MS |
Oct 22, 2025 Q3 2025 |
1,097
shares
|
$1.12 Million
0.4% of portfolio
|
Q3 2024
New holding
|
|
|
Financial Partners Group, Inc
Overland Park, KS |
Oct 17, 2025 Q3 2025 |
1,096
shares
|
$1.12 Million
0.11% of portfolio
|
Q3 2025
Added 8.3%
|
|
|
St. Clair Advisors, LLC
Mayfield Hts, OH |
Oct 03, 2025 Q3 2025 |
1,094
shares
|
$1.12 Million
0.22% of portfolio
|
Q3 2025
New holding
|
|
|
Jsf Financial, LLC
|
Nov 03, 2025 Q3 2025 |
1,093
shares
|
$1.12 Million
0.19% of portfolio
|
Q3 2025
Reduced 2.06%
|
|
|
Bouchey Financial Group LTD
|
Nov 12, 2025 Q3 2025 |
1,089
shares
|
$1.11 Million
0.07% of portfolio
|
Q3 2025
Reduced 0.27%
|
|
|
Smi Advisory Services, LLC
Columbus, IN |
Jan 13, 2026 Q4 2025 |
1,087
shares
|
$1.11 Million
0.49% of portfolio
|
Q4 2025
Added 0.18%
|
|