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 |
|---|---|---|---|---|---|
|
Wedge Capital Management L L P
|
Jan 14, 2026 Q4 2025 |
735
shares
|
$750,949
0.02% of portfolio
|
Q4 2025
Added 22.91%
|
|
|
Carson Advisory Inc.
|
Nov 06, 2025 Q3 2025 |
735
shares
|
$750,949
0.34% of portfolio
|
Q3 2025
Added 13.6%
|
|
|
Dmg Group, LLC
Birmingham, AL |
Oct 29, 2025 Q3 2025 |
735
shares
|
$750,949
0.4% of portfolio
|
Q3 2025
Added 3.96%
|
|
|
New Hampshire Trust
Concord, NH |
Oct 16, 2025 Q3 2025 |
735
shares
|
$750,949
0.11% of portfolio
|
Q3 2025
Added 6.21%
|
|
|
Titleist Asset Management, LLC
San Antonio, TX |
Nov 05, 2025 Q3 2025 |
734
shares
|
$749,927
0.05% of portfolio
|
Q3 2025
Reduced 6.97%
|
|
|
Cherrydale Wealth Management, LLC
|
Jan 13, 2026 Q4 2025 |
732
shares
|
$747,884
0.24% of portfolio
|
Q3 2025
Reduced 3.05%
|
|
|
Warwick Investment Management, Inc.
|
Oct 24, 2025 Q3 2025 |
732
shares
|
$747,884
0.1% of portfolio
|
Q3 2025
Added 4.87%
|
|
|
Source Financial Advisors LLC
New York, NY |
Nov 01, 2024 Q3 2024 |
731
shares
|
$746,862
0.19% of portfolio
|
Q3 2024
Added 1.67%
|
|
|
Mc Ilrath & Eck, LLC
|
Oct 22, 2025 Q3 2025 |
729
shares
|
$744,819
0.08% of portfolio
|
Q3 2025
Added 12.33%
|
|
|
Taylor Hoffman Wealth Management
Richmond, VA |
Aug 09, 2024 Q2 2024 |
729
shares
|
$744,819
0.27% of portfolio
|
Q2 2024
Added 15.9%
|
|
|
Sage Capital Management, LLC
Stockton, NJ |
Oct 28, 2025 Q3 2025 |
729
shares
|
$744,819
0.25% of portfolio
|
Q2 2025
Added 0.28%
|
|
|
Carrera Capital Advisors
Troy, MI |
Nov 04, 2025 Q3 2025 |
729
shares
|
$744,819
0.1% of portfolio
|
Q3 2025
Added 7.84%
|
|
|
Brady Martz Wealth Solutions, LLC
Grand Forks, ND |
Oct 15, 2025 Q3 2025 |
729
shares
|
$744,819
0.1% of portfolio
|
Q3 2025
Added 1.53%
|
|
|
Game Plan Financial Advisors, LLC
|
Jan 14, 2026 Q4 2025 |
727
shares
|
$742,775
0.37% of portfolio
|
Q3 2025
Reduced 45.26%
|
|
|
Eudaimonia Partners, LLC
Winchester, TN |
Apr 25, 2024 Q1 2024 |
726
shares
|
$741,754
0.14% of portfolio
|
Q1 2024
Reduced 7.4%
|
|
|
Francis Financial, Inc.
New York, NY |
Nov 05, 2025 Q3 2025 |
726
shares
|
$741,754
0.13% of portfolio
|
Q3 2025
Added 4.16%
|
|
|
Palo Alto Wealth Advisors, LLC
Palo Alto, CA |
Nov 12, 2025 Q3 2025 |
726
shares
|
$741,754
0.21% of portfolio
|
Q3 2025
Added 2.54%
|
|
|
Florida Financial Advisors, LLC
Tampa, FL |
Nov 06, 2025 Q3 2025 |
726
shares
|
$741,754
0.17% of portfolio
|
Q3 2025
Reduced 20.13%
|
|
|
J Hagan Capital, Inc.
Louisville, KY |
Nov 12, 2025 Q3 2025 |
725
shares
|
$740,732
0.34% of portfolio
|
Q3 2025
Added 10.52%
|
|
|
M3 Advisory Group, LLC
Needham Heights, MA |
Nov 10, 2025 Q3 2025 |
724
shares
|
$739,710
0.34% of portfolio
|
Q3 2025
Added 13.84%
|
|
|
Next Level Private LLC
Harrison, NY |
Jan 07, 2026 Q4 2025 |
723
shares
|
$738,689
0.22% of portfolio
|
Q4 2025
Added 1.12%
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Oct 07, 2025 Q3 2025 |
722
shares
|
$737,667
1.19% of portfolio
|
Q3 2025
Reduced 96.21%
|
|
|
J2 Capital Management Inc
|
Oct 14, 2025 Q3 2025 |
721
shares
|
$736,645
0.43% of portfolio
|
Q3 2025
Reduced 0.14%
|
|
|
Waypoint Wealth Counsel
Atlanta, GA |
Oct 20, 2025 Q3 2025 |
719
shares
|
$734,602
0.22% of portfolio
|
Q3 2025
Added 14.31%
|
|
|
Taylor Hoffman Capital Management LLC
Richmond, VA |
Nov 06, 2025 Q3 2025 |
719
shares
|
$734,602
0.17% of portfolio
|
Q1 2025
Reduced 1.37%
|
|