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 |
|---|---|---|---|---|---|
|
Crumly & Associates Inc.
|
Jan 14, 2026 Q4 2025 |
777
shares
|
$793,860
0.2% of portfolio
|
Q4 2025
Reduced 1.02%
|
|
|
Aberdeen Wealth Management LLC
Lake Bluff, IL |
Nov 14, 2025 Q3 2025 |
776
shares
|
$792,839
0.39% of portfolio
|
Q3 2024
Reduced 9.24%
|
|
|
Benin Management Corp
|
Jan 12, 2026 Q4 2025 |
775
shares
|
$791,817
0.18% of portfolio
|
Q1 2025
Added 2.11%
|
|
|
St. Louis Trust CO
|
Nov 06, 2025 Q3 2025 |
773
shares
|
$789,774
0.07% of portfolio
|
Q1 2025
Added 31.91%
|
|
|
Duncker Streett & CO Inc
|
Oct 23, 2025 Q3 2025 |
772
shares
|
$788,752
0.1% of portfolio
|
Q3 2025
Added 1.45%
|
|
|
Summitry LLC
Foster City, CA |
Nov 07, 2025 Q3 2025 |
769
shares
|
$785,687
0.03% of portfolio
|
Q3 2025
Added 74.38%
|
|
|
Howard Capital Management Group, LLC
|
Oct 16, 2025 Q3 2025 |
768
shares
|
$784,665
0.04% of portfolio
|
Q3 2025
Added 24.27%
|
|
|
Austin Wealth Management, LLC
Austin, TX |
Nov 05, 2025 Q3 2025 |
767
shares
|
$783,643
0.1% of portfolio
|
Q3 2025
New holding
|
|
|
Jfs Wealth Advisors, LLC
|
Jan 13, 2026 Q4 2025 |
766
shares
|
$782,622
0.04% of portfolio
|
Q4 2025
Added 21.01%
|
|
|
Revisor Wealth Management LLC
Akron, OH |
Oct 14, 2025 Q3 2025 |
765
shares
|
$781,600
0.23% of portfolio
|
Q3 2025
Added 7.14%
|
|
|
Fulcrum Equity Management
|
Jan 06, 2026 Q4 2025 |
764
shares
|
$780,578
0.76% of portfolio
|
Q4 2025
Added 91.96%
|
|
|
Capital Insight Partners, LLC
|
Oct 14, 2025 Q3 2025 |
764
shares
|
$780,578
0.1% of portfolio
|
Q3 2025
Reduced 23.52%
|
|
|
Pks Advisory Services, LLC
Albany, NY |
Nov 12, 2025 Q3 2025 |
764
shares
|
$780,578
0.12% of portfolio
|
Q3 2025
Added 26.07%
|
|
|
Star Financial Bank
Fort Wayne, IN |
Nov 14, 2025 Q3 2025 |
763
shares
|
$779,557
0.34% of portfolio
|
Q3 2025
Added 46.17%
|
|
|
Silver Oak Wealth Management LLC
Edina, MN |
Oct 24, 2025 Q3 2025 |
763
shares
|
$779,557
0.1% of portfolio
|
Q3 2025
Reduced 2.05%
|
|
|
Focused Wealth Management, Inc
|
Oct 10, 2025 Q3 2025 |
762
shares
|
$778,535
0.06% of portfolio
|
Q3 2025
Added 8.86%
|
|
|
Buckley Wealth Management, LLC
|
Nov 14, 2025 Q3 2025 |
761
shares
|
$777,513
0.16% of portfolio
|
Q3 2025
Reduced 6.28%
|
|
|
Morton Capital Management Llc/Ca
Calabasas, CA |
Oct 23, 2025 Q3 2025 |
760
shares
|
$776,492
0.1% of portfolio
|
Q3 2025
Reduced 12.64%
|
|
|
Anchor Capital Advisors LLC
|
Oct 30, 2025 Q3 2025 |
759
shares
|
$775,470
0.02% of portfolio
|
Q3 2025
Reduced 1.04%
|
|
|
Rise Advisors, LLC
|
Oct 08, 2025 Q3 2025 |
758
shares
|
$774,448
0.23% of portfolio
|
Q3 2025
Added 3.55%
|
|
|
Engrave Wealth Partners LLC
|
Jan 16, 2024 Q4 2023 |
757
shares
|
$773,426
0.13% of portfolio
|
Q4 2023
Added 56.4%
|
|
|
Sol Capital Management CO
|
Oct 28, 2025 Q3 2025 |
755
shares
|
$771,383
0.05% of portfolio
|
Q3 2025
Reduced 0.13%
|
|
|
Legacy Financial Strategies, LLC
Leawood, KS |
Nov 05, 2025 Q3 2025 |
755
shares
|
$771,383
0.11% of portfolio
|
Q3 2025
Reduced 5.51%
|
|
|
Capital Directions Investment Advisors, LLC
|
Feb 01, 2023 Q4 2022 |
754
shares
|
$770,361
0.1% of portfolio
|
Q4 2022
New holding
|
|
|
Masso Torrence Wealth Management Inc.
|
Oct 20, 2025 Q3 2025 |
754
shares
|
$770,361
0.26% of portfolio
|
Q3 2025
Added 3.29%
|
|