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 |
|---|---|---|---|---|---|
|
Powell Investment Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
683
shares
|
$697,821
0.19% of portfolio
|
Q3 2024
Added 3.02%
|
|
|
Tobias Financial Advisors, Inc.
Plantation, FL |
Nov 03, 2025 Q3 2025 |
683
shares
|
$697,821
0.08% of portfolio
|
Q3 2025
Added 18.99%
|
|
|
Members Trust CO
|
Jan 15, 2026 Q4 2025 |
682
shares
|
$696,799
0.02% of portfolio
|
Q4 2025
Added 4.92%
|
|
|
Werba Rubin Papier Wealth Management
San Jose, CA |
Nov 03, 2025 Q3 2025 |
682
shares
|
$696,799
0.08% of portfolio
|
Q3 2025
Added 13.1%
|
|
|
Fortune 45 LLC
|
Nov 13, 2025 Q3 2025 |
680
shares
|
$694,756
0.26% of portfolio
|
Q3 2025
Added 12.4%
|
|
|
Karpus Management, Inc.
Pittsford, NY |
Nov 14, 2025 Q3 2025 |
680
shares
|
$694,756
0.02% of portfolio
|
Q2 2022
New holding
|
|
|
Severin Investments, LLC
St. Louis, MO |
Dec 03, 2025 Q3 2025 |
680
shares
|
$694,756
0.46% of portfolio
|
Q3 2025
Added 19.09%
|
|
|
Foguth Wealth Management, Llc.
Brighton, MI |
Jan 05, 2026 Q4 2025 |
679
shares
|
$693,734
0.11% of portfolio
|
Q4 2025
Added 25.05%
|
|
|
4 Wealth Advisors, Inc.
Burr Ridge, IL |
Oct 28, 2025 Q3 2025 |
679
shares
|
$693,734
0.46% of portfolio
|
Q3 2025
Added 3.82%
|
|
|
Alliance Wealth Advisors, LLC
|
Jan 14, 2026 Q4 2025 |
678
shares
|
$692,712
0.28% of portfolio
|
Q3 2025
Reduced 0.88%
|
|
|
Financial Perspectives, Inc
Minneapolis, MN |
Oct 22, 2025 Q3 2025 |
678
shares
|
$692,712
0.14% of portfolio
|
Q3 2025
Added 22.83%
|
|
|
Wespac Advisors So Cal, LLC
|
Jan 07, 2026 Q4 2025 |
675
shares
|
$689,647
0.14% of portfolio
|
Q4 2025
Added 1.81%
|
|
|
Sentinel Pension Advisors Inc
Wakefield, MA |
Jan 12, 2026 Q4 2025 |
675
shares
|
$689,647
0.12% of portfolio
|
Q4 2025
Added 9.58%
|
|
|
Hm Capital Management, LLC
Clayton, MO |
Nov 04, 2022 Q3 2022 |
675
shares
|
$689,647
0.13% of portfolio
|
Q2 2022
New holding
|
|
|
Maridea Wealth Management LLC
Brooklyn, NY |
Jan 08, 2026 Q4 2025 |
674
shares
|
$688,625
0.11% of portfolio
|
Q4 2025
Added 115.34%
|
|
|
Cannell & Co.
New York, NY |
Feb 05, 2024 Q4 2023 |
672
shares
|
$686,582
0.01% of portfolio
|
Q4 2023
Added 65.93%
|
|
|
Code Waechter LLC
Tampa, FL |
Oct 22, 2025 Q3 2025 |
670
shares
|
$684,539
0.33% of portfolio
|
Q3 2025
Added 46.93%
|
|
|
Le Clair Wealth Partners LLC
Dublin, OH |
Nov 12, 2025 Q3 2025 |
670
shares
|
$684,539
0.32% of portfolio
|
Q3 2025
Reduced 0.59%
|
|
|
Barnes Dennig Private Wealth Management LLC
Cincinnati, OH |
Jan 14, 2026 Q4 2025 |
670
shares
|
$684,539
0.72% of portfolio
|
Q4 2025
Added 6.69%
|
|
|
Palisade Capital Management LLC
Fort Lee, NJ |
Nov 14, 2025 Q3 2025 |
669
shares
|
$683,517
0.02% of portfolio
|
Q3 2025
Added 71.1%
|
|
|
Bickling Financial Services, Inc.
Lexington, MA |
Jan 31, 2023 Q4 2022 |
667
shares
|
$681,473
0.15% of portfolio
|
Q4 2022
Added 0.91%
|
|
|
Vantage Financial Partners Ltd., Inc.
|
Aug 14, 2024 Q2 2024 |
665
shares
|
$679,430
0.15% of portfolio
|
Q1 2024
Reduced 9.52%
|
|
|
Wharton Business Group, LLC
Malvern, PA |
Nov 07, 2025 Q3 2025 |
665
shares
|
$679,430
0.02% of portfolio
|
Q1 2025
Added 9.92%
|
|
|
Landscape Capital Management, L.L.C.
|
Nov 13, 2025 Q3 2025 |
664
shares
|
$678,408
0.04% of portfolio
|
Q3 2025
Reduced 70.28%
|
|
|
Keener Financial Planning LLC
Keller, TX |
Nov 07, 2025 Q3 2025 |
664
shares
|
$678,408
0.23% of portfolio
|
Q1 2025
Added 24.34%
|
|