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 4,528 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 |
|---|---|---|---|---|---|
|
Green Square Capital Advisors LLC
|
Nov 14, 2025 Q3 2025 |
618
shares
|
$631,410
0.05% of portfolio
|
Q3 2025
Reduced 97.0%
|
|
|
D.B. Root & Company, LLC
|
Nov 05, 2025 Q3 2025 |
618
shares
|
$631,410
0.14% of portfolio
|
Q3 2025
Reduced 10.56%
|
|
|
Lockerman Financial Group, Inc.
|
Oct 16, 2025 Q3 2025 |
617
shares
|
$630,388
0.64% of portfolio
|
Q3 2025
Reduced 0.64%
|
|
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
Nov 18, 2025 Q3 2025 |
617
shares
|
$630,388
0.19% of portfolio
|
Q3 2025
Reduced 25.66%
|
|
|
Outlook Wealth Advisors, LLC
|
Oct 30, 2025 Q3 2025 |
614
shares
|
$627,323
0.14% of portfolio
|
Q3 2025
Added 107.43%
|
|
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
Nov 14, 2025 Q3 2025 |
614
shares
|
$627,323
0.03% of portfolio
|
Q3 2025
Added 59.9%
|
|
|
Reliant Investment Management, LLC
|
Oct 24, 2025 Q3 2025 |
613
shares
|
$626,302
0.19% of portfolio
|
Q3 2025
Reduced 37.39%
|
|
|
Advisory Resource Group
|
Oct 22, 2025 Q3 2025 |
613
shares
|
$626,302
0.11% of portfolio
|
Q3 2025
Reduced 69.56%
|
|
|
Auxier Asset Management
Aurora, OR |
Nov 19, 2025 Q3 2025 |
613
shares
|
$626,302
0.07% of portfolio
|
Q3 2025
Reduced 0.16%
|
|
|
High Falls Advisors, Inc
Rochester, NY |
Nov 14, 2025 Q3 2025 |
613
shares
|
$626,302
0.11% of portfolio
|
Q3 2025
Added 0.82%
|
|
|
E Rn Financial, LLC
|
Oct 30, 2025 Q3 2025 |
612
shares
|
$625,280
0.1% of portfolio
|
Q3 2025
Reduced 11.56%
|
|
|
General Partner, Inc.
Pittsburgh, PA |
Jan 06, 2026 Q4 2025 |
610
shares
|
$623,237
0.37% of portfolio
|
Q1 2025
Added 1.67%
|
|
|
Paul Damon & Associates, Inc.
Grand Rapids, MI |
Oct 27, 2025 Q3 2025 |
610
shares
|
$623,237
0.22% of portfolio
|
Q3 2025
Added 30.62%
|
|
|
Dupree Financial Group, LLC
Lexington, KY |
Oct 28, 2025 Q3 2025 |
610
shares
|
$623,237
0.18% of portfolio
|
Q2 2025
Added 4.99%
|
|
|
Winebrenner Capital Management LLC
Louisville, KY |
Jan 07, 2026 Q4 2025 |
609
shares
|
$622,215
0.44% of portfolio
|
Q2 2025
Added 30.97%
|
|
|
Octavia Wealth Advisors, LLC
|
Oct 27, 2025 Q3 2025 |
607
shares
|
$620,171
0.05% of portfolio
|
Q3 2025
Reduced 4.56%
|
|
|
Wj Wealth Management, LLC
|
Nov 25, 2025 Q3 2025 |
606
shares
|
$619,150
0.3% of portfolio
|
Q3 2025
Reduced 50.0%
|
|
|
Buffington Mohr Mc Neal
|
Apr 28, 2025 Q1 2025 |
602
shares
|
$615,063
0.1% of portfolio
|
Q1 2025
Reduced 77.61%
|
|
|
Ckw Financial Group
|
Nov 12, 2025 Q3 2025 |
602
shares
|
$615,063
0.05% of portfolio
|
Q1 2025
Reduced 53.76%
|
|
|
Providence Capital Advisors, LLC
Charlotte, NC |
Nov 06, 2025 Q3 2025 |
602
shares
|
$615,063
0.08% of portfolio
|
Q3 2025
Reduced 2.75%
|
|
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
Nov 13, 2025 Q3 2025 |
602
shares
|
$615,063
0.04% of portfolio
|
Q3 2025
Added 2.73%
|
|
|
Gfs Advisors, LLC
|
Nov 06, 2025 Q3 2025 |
600
shares
|
$613,020
0.06% of portfolio
|
Q3 2025
Reduced 29.58%
|
|
|
Capital Financial Services, LLC
|
Jan 23, 2023 Q4 2022 |
600
shares
|
$613,020
0.3% of portfolio
|
Q4 2022
New holding
|
|
|
Swan Global Investments, LLC
Durango, CO |
Nov 07, 2025 Q3 2025 |
600
shares
|
$613,020
0.02% of portfolio
|
Q3 2025
Added 6.76%
|
|
|
Ninety One Sa (Pty) LTD
Cape Town, T3 |
Nov 13, 2025 Q3 2025 |
600
shares
|
$613,020
0.05% of portfolio
|
Q3 2025
New holding
|
|