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 4,535 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 |
|---|---|---|---|---|---|
|
Tarbox Family Office, Inc.
|
Oct 23, 2025 Q3 2025 |
963
shares
|
$983,897
0.11% of portfolio
|
Q3 2025
Reduced 0.1%
|
|
|
Widmann Financial Services, Inc.
|
Nov 14, 2025 Q3 2025 |
963
shares
|
$983,897
0.47% of portfolio
|
Q3 2025
Added 0.21%
|
|
|
Resurgent Financial Advisors LLC
Atlanta, GA |
Nov 13, 2025 Q3 2025 |
962
shares
|
$982,875
0.39% of portfolio
|
Q3 2025
Added 17.03%
|
|
|
M. Kraus & CO
|
Oct 14, 2025 Q3 2025 |
960
shares
|
$980,832
0.22% of portfolio
|
Q2 2025
Reduced 2.54%
|
|
|
Edmonds Duncan Registered Investment Advisors, LLC
|
Nov 13, 2024 Q3 2024 |
958
shares
|
$978,788
0.19% of portfolio
|
Q3 2024
Added 12.84%
|
|
|
Edge Financial Advisors LLC
Wheaton, IL |
Oct 31, 2025 Q3 2025 |
957
shares
|
$977,766
0.33% of portfolio
|
Q3 2025
New holding
|
|
|
Gen Wealth Partners Inc
Zeeland, MI |
Nov 14, 2025 Q3 2025 |
954
shares
|
$974,701
0.25% of portfolio
|
Q3 2025
Added 275.59%
|
|
|
Plotkin Financial Advisors, LLC
Chevy Chase, MD |
Nov 14, 2025 Q3 2025 |
954
shares
|
$974,701
0.36% of portfolio
|
Q3 2022
Reduced 24.53%
|
|
|
Lionshead Wealth Management, LLC
New York, NY |
Jan 13, 2026 Q4 2025 |
954
shares
|
$974,701
0.77% of portfolio
|
Q4 2025
Added 2.14%
|
|
|
Mayport, LLC
|
Nov 20, 2025 Q3 2025 |
950
shares
|
$970,615
0.16% of portfolio
|
Q3 2025
Added 5.67%
|
|
|
Cribstone Capital Management, LLC
Augusta, ME |
Feb 14, 2023 Q4 2022 |
950
shares
|
$970,615
0.2% of portfolio
|
Q4 2022
Reduced 0.52%
|
|
|
Core First Bank & Trust
Topeka, KS |
Nov 12, 2025 Q3 2025 |
950
shares
|
$970,615
0.4% of portfolio
|
Q4 2024
Reduced 5.0%
|
|
|
Brewin Dolphin Wealth Management LTD
Conskleagh, Dublin, L2 |
Nov 14, 2022 Q2 2022 |
950
shares
|
$970,615
0.03% of portfolio
|
Q1 2021
Added 22.42%
|
|
|
Inspirion Wealth Advisors, LLC
|
Jan 08, 2026 Q4 2025 |
947
shares
|
$967,549
0.12% of portfolio
|
Q4 2025
Added 58.1%
|
|
|
Accel Wealth Management
|
Oct 07, 2025 Q3 2025 |
946
shares
|
$966,528
0.22% of portfolio
|
Q3 2025
Reduced 2.57%
|
|
|
Embree Financial Group
Chicago, IL |
Jan 14, 2026 Q4 2025 |
946
shares
|
$966,528
0.12% of portfolio
|
Q4 2025
Added 11.82%
|
|
|
Altiora Financial Group, LLC
Lebanon, OH |
Nov 05, 2025 Q3 2025 |
944
shares
|
$964,484
0.13% of portfolio
|
Q1 2025
Reduced 3.08%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Nov 03, 2025 Q3 2025 |
943
shares
|
$963,463
0.08% of portfolio
|
Q3 2025
Reduced 1.57%
|
|
|
Garrett Wealth Advisory Group, LLC
|
Nov 17, 2025 Q3 2025 |
942
shares
|
$962,441
0.15% of portfolio
|
Q3 2025
Reduced 0.53%
|
|
|
Zuckerman Investment Group, LLC
Chicago, IL |
Nov 13, 2025 Q3 2025 |
942
shares
|
$962,441
0.07% of portfolio
|
Q3 2025
Added 1.62%
|
|
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
Nov 12, 2025 Q3 2025 |
939
shares
|
$959,376
0.22% of portfolio
|
Q3 2025
Reduced 46.0%
|
|
|
Financial Management Professionals, Inc.
|
Oct 15, 2025 Q3 2025 |
938
shares
|
$958,354
0.08% of portfolio
|
Q3 2025
Reduced 4.19%
|
|
|
Motive Wealth Advisors
|
Jan 15, 2026 Q4 2025 |
938
shares
|
$958,354
0.42% of portfolio
|
Q4 2025
Added 0.75%
|
|
|
Grant Private Wealth Management Inc
Pleasanton, CA |
Jan 05, 2026 Q4 2025 |
938
shares
|
$958,354
0.61% of portfolio
|
Q4 2025
Reduced 1.68%
|
|
|
E Cio, Inc.
Madison, WI |
Nov 12, 2025 Q3 2025 |
938
shares
|
$958,354
0.27% of portfolio
|
Q3 2025
Added 5.87%
|
|