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 |
|---|---|---|---|---|---|
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
Jan 21, 2025 Q4 2024 |
643
shares
|
$656,953
0.21% of portfolio
|
Q4 2024
Added 0.78%
|
|
|
Vertex Planning Partners, LLC
Downers Grove, IL |
Nov 18, 2025 Q3 2025 |
643
shares
|
$656,953
0.09% of portfolio
|
Q3 2025
Reduced 2.13%
|
|
|
Pacific Capital Wealth Advisors, Inc
|
Oct 29, 2025 Q3 2025 |
642
shares
|
$655,931
0.08% of portfolio
|
Q3 2025
Added 9.37%
|
|
|
Somerset Trust CO
|
Jan 09, 2026 Q4 2025 |
639
shares
|
$652,866
0.21% of portfolio
|
Q2 2025
Reduced 3.77%
|
|
|
Ade, LLC
|
Nov 06, 2025 Q3 2025 |
639
shares
|
$652,866
0.28% of portfolio
|
Q3 2025
Added 132.36%
|
|
|
Northstar Asset Management LLC
|
Oct 22, 2025 Q3 2025 |
639
shares
|
$652,866
0.11% of portfolio
|
Q3 2025
Reduced 29.78%
|
|
|
Rede Wealth, LLC
|
Oct 29, 2025 Q3 2025 |
639
shares
|
$652,866
0.39% of portfolio
|
Q3 2025
New holding
|
|
|
Eagle Bay Advisors LLC
New York, NY |
Oct 17, 2025 Q3 2025 |
639
shares
|
$652,866
0.39% of portfolio
|
Q3 2025
Reduced 15.36%
|
|
|
North Forty Two & Co.
Lake Oswego, OR |
Nov 14, 2025 Q3 2025 |
639
shares
|
$652,866
0.48% of portfolio
|
Q3 2025
Reduced 1.54%
|
|
|
Ullmann Wealth Partners Group, LLC
|
Oct 17, 2025 Q3 2025 |
638
shares
|
$651,844
0.05% of portfolio
|
Q3 2025
Added 17.93%
|
|
|
Chokshi & Queen Wealth Advisors, Inc
San Diego, CA |
Oct 23, 2025 Q3 2025 |
638
shares
|
$651,844
0.26% of portfolio
|
Q3 2025
Reduced 38.42%
|
|
|
Howard Wealth Management, LLC
Madison, CT |
Nov 03, 2025 Q3 2025 |
637
shares
|
$650,822
0.23% of portfolio
|
Q3 2025
Reduced 2.9%
|
|
|
Bank Of New Hampshire
|
Oct 02, 2025 Q3 2025 |
636
shares
|
$649,801
0.11% of portfolio
|
Q3 2025
Reduced 10.55%
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Nov 13, 2025 Q3 2025 |
634
shares
|
$647,757
0.05% of portfolio
|
Q3 2025
Added 77.09%
|
|
|
Highland Financial Advisors, LLC
|
Oct 22, 2025 Q3 2025 |
632
shares
|
$645,714
0.14% of portfolio
|
Q3 2025
New holding
|
|
|
Arq Wealth Advisors, LLC
|
Nov 25, 2025 Q3 2025 |
632
shares
|
$645,714
0.15% of portfolio
|
Q3 2025
Added 63.73%
|
|
|
Charter Capital Management, Llc\De
Brookfield, WI |
Oct 28, 2025 Q3 2025 |
629
shares
|
$642,649
0.26% of portfolio
|
Q2 2025
New holding
|
|
|
Roberts Glore & CO Inc
Deerfield, IL |
Nov 10, 2025 Q3 2025 |
628
shares
|
$641,627
0.14% of portfolio
|
Q3 2025
Added 1.13%
|
|
|
Tillman Hartley LLC
Orlando, FL |
Nov 12, 2025 Q3 2025 |
627
shares
|
$640,605
0.12% of portfolio
|
Q3 2025
Reduced 9.78%
|
|
|
Lee Danner & Bass Inc
|
Oct 29, 2025 Q3 2025 |
626
shares
|
$639,584
0.04% of portfolio
|
Q3 2025
Added 5.21%
|
|
|
Wealth Advisors, Inc.
|
Oct 23, 2023 Q3 2023 |
626
shares
|
$639,584
0.15% of portfolio
|
Q3 2023
New holding
|
|
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
Nov 05, 2025 Q3 2025 |
624
shares
|
$637,540
0.3% of portfolio
|
Q3 2025
Added 0.16%
|
|
|
Tl Private Wealth
|
Jan 12, 2026 Q4 2025 |
623
shares
|
$636,519
0.25% of portfolio
|
Q4 2025
Added 0.16%
|
|
|
Runnymede Capital Advisors, Inc.
Dublin, OH |
Nov 05, 2025 Q3 2025 |
623
shares
|
$636,519
0.39% of portfolio
|
Q2 2025
Reduced 4.59%
|
|
|
Wood Tarver Financial Group, LLC
Boise, ID |
Nov 13, 2025 Q3 2025 |
623
shares
|
$636,519
0.14% of portfolio
|
Q4 2024
New holding
|
|