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 |
|---|---|---|---|---|---|
|
Blue Barn Wealth, LLC
|
Nov 14, 2025 Q3 2025 |
599
shares
|
$611,998
0.2% of portfolio
|
Q3 2025
Reduced 6.55%
|
|
|
Holistic Planning, LLC
Nacogdoches, TX |
Nov 04, 2025 Q3 2025 |
598
shares
|
$610,976
0.12% of portfolio
|
Q3 2025
Added 16.34%
|
|
|
Private Management Group Inc
|
Nov 13, 2025 Q3 2025 |
597
shares
|
$609,954
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Community Bank & Trust, Waco, Texas
Waco, TX |
Oct 28, 2025 Q3 2025 |
597
shares
|
$609,954
0.09% of portfolio
|
Q3 2025
Reduced 3.71%
|
|
|
Norris Perne & French LLP
Grand Rapids, MI |
Oct 17, 2025 Q3 2025 |
596
shares
|
$608,933
0.03% of portfolio
|
Q3 2025
Added 27.9%
|
|
|
Tfc Financial Management
|
Oct 24, 2025 Q3 2025 |
595
shares
|
$607,911
0.06% of portfolio
|
Q3 2025
Added 30.48%
|
|
|
Franklin, Parlapiano, Turner & Welch, LLC
|
Oct 23, 2025 Q3 2025 |
594
shares
|
$606,889
0.11% of portfolio
|
Q4 2024
Reduced 2.62%
|
|
|
Wilson & Boucher Capital Management, LLC
|
Oct 22, 2025 Q3 2025 |
592
shares
|
$604,846
0.3% of portfolio
|
Q2 2025
Reduced 1.17%
|
|
|
Better Wealth, LLC
|
Oct 21, 2025 Q3 2025 |
592
shares
|
$604,846
0.12% of portfolio
|
Q3 2025
Added 2.42%
|
|
|
Spc Financial, Inc.
|
Nov 05, 2025 Q3 2025 |
592
shares
|
$604,846
0.04% of portfolio
|
Q3 2025
Added 0.68%
|
|
|
Red Wave Investments LLC
Dillsburg, PA |
Oct 28, 2025 Q3 2025 |
592
shares
|
$604,846
0.16% of portfolio
|
Q2 2025
Reduced 0.84%
|
|
|
Almanack Investment Partners, Llc.
Wayne, PA |
Oct 22, 2025 Q3 2025 |
592
shares
|
$604,846
0.08% of portfolio
|
Q3 2025
Reduced 19.89%
|
|
|
Optimize Financial Inc
Laguna Hills, CA |
Nov 04, 2025 Q3 2025 |
592
shares
|
$604,846
0.24% of portfolio
|
Q3 2025
New holding
|
|
|
Planning Alternatives LTD
|
Nov 12, 2025 Q3 2025 |
591
shares
|
$603,824
0.06% of portfolio
|
Q3 2025
Reduced 19.26%
|
|
|
Fmfe Wealth Management, LLC
Syracuse, NY |
Aug 13, 2024 Q2 2024 |
591
shares
|
$603,824
0.5% of portfolio
|
Q2 2024
Reduced 14.47%
|
|
|
Fiduciary Planning LLC
Coral Springs, FL |
Oct 15, 2025 Q3 2025 |
590
shares
|
$602,803
0.18% of portfolio
|
Q3 2025
Added 1.03%
|
|
|
Farmers Trust CO
|
Jan 06, 2026 Q4 2025 |
588
shares
|
$600,759
0.11% of portfolio
|
Q4 2025
Reduced 4.23%
|
|
|
Curated Wealth Partners LLC
|
Jan 12, 2026 Q4 2025 |
588
shares
|
$600,759
0.07% of portfolio
|
Q4 2025
Added 86.67%
|
|
|
Oakwell Private Wealth Management, LLC
|
Nov 12, 2025 Q3 2025 |
588
shares
|
$600,759
0.09% of portfolio
|
Q3 2025
Reduced 4.55%
|
|
|
Princeton Global Asset Management LLC
|
Oct 09, 2025 Q3 2025 |
587
shares
|
$599,737
0.08% of portfolio
|
Q3 2025
Added 0.34%
|
|
|
Harrell Investment Partners, LLC
Austin, TX |
Oct 23, 2025 Q3 2025 |
587
shares
|
$599,737
0.11% of portfolio
|
Q3 2025
Reduced 0.34%
|
|
|
Capital Markets Trading Uk LLP
London, X0 |
Nov 12, 2025 Q3 2025 |
586
shares
|
$598,716
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Aimz Investment Advisors, LLC
|
Nov 10, 2025 Q3 2025 |
584
shares
|
$596,672
0.14% of portfolio
|
Q1 2025
Added 16.1%
|
|
|
Rebalance, LLC
Palo Alto, CA |
Oct 16, 2025 Q3 2025 |
583
shares
|
$595,651
0.03% of portfolio
|
Q3 2025
Reduced 1.19%
|
|
|
Mathes Company, Inc.
|
Nov 12, 2025 Q3 2025 |
582
shares
|
$594,629
0.16% of portfolio
|
Q3 2025
Added 33.79%
|
|