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 |
|---|---|---|---|---|---|
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
Oct 20, 2025 Q3 2025 |
843
shares
|
$861,293
0.25% of portfolio
|
Q3 2025
Reduced 2.66%
|
|
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
Oct 23, 2025 Q3 2025 |
843
shares
|
$861,293
0.11% of portfolio
|
Q3 2025
Added 3.56%
|
|
|
Hollencrest Capital Management
|
Nov 03, 2025 Q3 2025 |
840
shares
|
$858,228
0.02% of portfolio
|
Q3 2025
Reduced 3.11%
|
|
|
Foster & Motley Inc
Cincinnati, OH |
Oct 23, 2025 Q3 2025 |
840
shares
|
$858,228
0.03% of portfolio
|
Q3 2025
Reduced 12.32%
|
|
|
Liberty Square Wealth Partners LLC
Bethlehem, PA |
Nov 06, 2025 Q3 2025 |
840
shares
|
$858,228
0.2% of portfolio
|
Q2 2025
Added 15.7%
|
|
|
Northstar Financial Companies, Inc.
Conshohocken, PA |
Nov 12, 2025 Q3 2025 |
840
shares
|
$858,228
0.59% of portfolio
|
Q3 2025
Reduced 24.73%
|
|
|
Regatta Capital Group, LLC
El Segundo, CA |
Jan 13, 2026 Q4 2025 |
839
shares
|
$857,206
0.14% of portfolio
|
Q4 2025
Reduced 2.89%
|
|
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
Nov 07, 2025 Q3 2025 |
839
shares
|
$857,206
0.29% of portfolio
|
Q3 2025
Reduced 13.86%
|
|
|
Abel Hall, LLC
Baton Rouge, LA |
Nov 17, 2025 Q3 2025 |
839
shares
|
$857,206
0.26% of portfolio
|
Q3 2025
Reduced 25.16%
|
|
|
Baron Wealth Management LLC
Troy, MI |
Jan 14, 2026 Q4 2025 |
838
shares
|
$856,184
0.28% of portfolio
|
Q4 2025
Added 25.45%
|
|
|
Convergence Investment Partners, LLC
|
Nov 04, 2025 Q3 2025 |
837
shares
|
$855,162
0.15% of portfolio
|
Q3 2025
Reduced 0.12%
|
|
|
Mcrae Capital Management Inc
|
Nov 07, 2025 Q3 2025 |
836
shares
|
$854,141
0.13% of portfolio
|
Q3 2025
Reduced 10.68%
|
|
|
Trueblood Wealth Management, LLC
Lima, OH |
Oct 23, 2025 Q3 2025 |
836
shares
|
$854,141
0.25% of portfolio
|
Q3 2025
Reduced 0.24%
|
|
|
Gunn & CO Investment Management, Inc.
Jacksonville, FL |
Oct 22, 2024 Q3 2024 |
835
shares
|
$853,119
0.51% of portfolio
|
Q3 2024
Reduced 45.57%
|
|
|
Peoples Bank
|
Oct 28, 2025 Q3 2025 |
832
shares
|
$850,054
0.39% of portfolio
|
Q3 2025
Added 12.58%
|
|
|
Gem Asset Management, LLC
Plymouth, MI |
Jan 09, 2026 Q4 2025 |
830
shares
|
$848,011
0.41% of portfolio
|
Q4 2025
Reduced 2.12%
|
|
|
Burns Matteson Capital Management, LLC
Corning, NY |
Oct 16, 2025 Q3 2025 |
830
shares
|
$848,011
0.25% of portfolio
|
Q3 2025
Reduced 3.71%
|
|
|
Goldstream Capital Management LTD
|
Nov 13, 2025 Q3 2025 |
829
shares
|
$846,989
0.15% of portfolio
|
Q4 2024
Reduced 93.86%
|
|
|
Htlf Bank
Denver, CO |
Jan 28, 2025 Q4 2024 |
828
shares
|
$845,967
0.07% of portfolio
|
Q4 2024
Added 7.25%
|
|
|
Main Line Retirement Advisors, LLC
Radnor, PA |
Oct 20, 2025 Q3 2025 |
826
shares
|
$843,924
0.39% of portfolio
|
Q3 2025
Reduced 2.71%
|
|
|
Mgb Wealth Management, LLC
Addison, TX |
Nov 12, 2025 Q3 2025 |
825
shares
|
$842,902
0.18% of portfolio
|
Q3 2025
Reduced 56.12%
|
|
|
Fiduciary Financial Group, LLC
San Rafael, CA |
Jan 12, 2026 Q4 2025 |
825
shares
|
$842,902
0.13% of portfolio
|
Q4 2025
Added 0.73%
|
|
|
Sentinus, LLC
Oak Brook, IL |
Nov 14, 2025 Q3 2025 |
823
shares
|
$840,859
0.15% of portfolio
|
Q3 2025
Added 7.16%
|
|
|
Private Client Services, LLC
Louisville, KY |
Jan 07, 2026 Q4 2025 |
822
shares
|
$839,837
0.28% of portfolio
|
Q4 2025
Reduced 2.14%
|
|
|
Cardiff Park Advisors, LLC
San Marcos, CA |
Nov 14, 2025 Q3 2025 |
821
shares
|
$838,815
0.05% of portfolio
|
Q3 2024
Reduced 2.61%
|
|