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 |
|---|---|---|---|---|---|
|
Destiny Wealth Partners, LLC
|
Oct 06, 2025 Q3 2025 |
797
shares
|
$814,294
0.08% of portfolio
|
Q3 2025
Reduced 0.5%
|
|
|
Encompass Wealth Advisors, LLC
|
Oct 22, 2025 Q3 2025 |
797
shares
|
$814,294
0.21% of portfolio
|
Q3 2025
Reduced 4.55%
|
|
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
Nov 14, 2025 Q3 2025 |
797
shares
|
$814,294
0.14% of portfolio
|
Q3 2025
Reduced 4.89%
|
|
|
Retirement Planning Group, LLC / Ny
Malta, NY |
Oct 27, 2025 Q3 2025 |
797
shares
|
$814,294
0.46% of portfolio
|
Q3 2025
Added 11.62%
|
|
|
Trust CO Of The South
Greensboro, NC |
Jan 05, 2026 Q4 2025 |
796
shares
|
$813,273
0.14% of portfolio
|
Q4 2025
Reduced 26.7%
|
|
|
Daner Wealth Management, LLC
Alpharetta, GA |
Oct 20, 2025 Q3 2025 |
795
shares
|
$812,251
0.4% of portfolio
|
Q3 2025
Added 9.81%
|
|
|
Cypress Capital, LLC
|
Oct 23, 2025 Q3 2025 |
792
shares
|
$809,186
0.17% of portfolio
|
Q3 2025
Added 16.81%
|
|
|
Exane Derivatives
|
Jul 12, 2022 Q2 2022 |
790
shares
|
$807,143
0.16% of portfolio
|
Q2 2022
Reduced 68.16%
|
|
|
C2 C Wealth Management, LLC
|
Nov 12, 2025 Q3 2025 |
790
shares
|
$807,143
0.52% of portfolio
|
Q1 2024
Reduced 10.23%
|
|
|
Madison Wealth Partners, Inc
|
Nov 12, 2025 Q3 2025 |
790
shares
|
$807,143
0.14% of portfolio
|
Q3 2025
Added 1.15%
|
|
|
Kinloch Capital, LLC
Glen Allen, VA |
Nov 14, 2025 Q3 2025 |
789
shares
|
$806,121
0.27% of portfolio
|
Q1 2025
Reduced 13.2%
|
|
|
Greenwood Gearhart Inc
Fayetteville, AR |
Nov 10, 2025 Q3 2025 |
789
shares
|
$806,121
0.04% of portfolio
|
Q3 2025
Reduced 6.63%
|
|
|
Hart & Patterson Financial Group LLC
Amherst, MA |
Jan 13, 2025 Q4 2024 |
789
shares
|
$806,121
0.3% of portfolio
|
Q4 2024
Reduced 1.62%
|
|
|
Sendero Wealth Management, LLC
San Antonio, TX |
Jan 13, 2026 Q4 2025 |
785
shares
|
$802,034
0.11% of portfolio
|
Q4 2025
New holding
|
|
|
Center For Financial Planning, Inc.
Southfied, MI |
Nov 06, 2025 Q3 2025 |
785
shares
|
$802,034
0.06% of portfolio
|
Q3 2025
Reduced 0.13%
|
|
|
Griffin Asset Management, Inc.
|
Oct 16, 2025 Q3 2025 |
784
shares
|
$801,012
0.07% of portfolio
|
Q3 2025
Added 47.92%
|
|
|
Capital Investment Counsel, Inc
|
Oct 31, 2025 Q3 2025 |
784
shares
|
$801,012
0.07% of portfolio
|
Q3 2025
Added 1.69%
|
|
|
Sterling Financial Planning, Inc.
|
Oct 23, 2025 Q3 2025 |
784
shares
|
$801,012
0.2% of portfolio
|
Q2 2025
Reduced 1.75%
|
|
|
Tripletail Wealth Management, LLC
Orlando, FL |
Oct 17, 2025 Q3 2025 |
784
shares
|
$801,012
0.78% of portfolio
|
Q3 2025
Reduced 0.25%
|
|
|
Mc Donough Capital Management, Inc
Orlando, FL |
Nov 14, 2025 Q3 2025 |
783
shares
|
$799,991
0.22% of portfolio
|
Q3 2025
Added 1.56%
|
|
|
Wall Street Access Asset Management, LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
783
shares
|
$799,991
0.2% of portfolio
|
Q3 2025
Added 67.67%
|
|
|
Vital Stone Financial, LLC
Shavano Park, TX |
Oct 11, 2024 Q3 2024 |
782
shares
|
$798,969
0.49% of portfolio
|
Q3 2024
Reduced 19.88%
|
|
|
Opal Wealth Advisors, LLC
Jericho, NY |
Oct 24, 2025 Q3 2025 |
779
shares
|
$795,904
0.17% of portfolio
|
Q3 2025
Reduced 34.59%
|
|
|
Franklin Street Advisors Inc
|
Oct 09, 2025 Q3 2025 |
778
shares
|
$794,882
0.04% of portfolio
|
Q3 2025
Reduced 96.73%
|
|
|
Key F Inancial Inc
|
Nov 05, 2025 Q3 2025 |
778
shares
|
$794,882
0.11% of portfolio
|
Q3 2025
Added 6.14%
|
|