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 |
|---|---|---|---|---|---|
|
Burk Holdings LLC
Tulsa, OK |
Nov 12, 2025 Q3 2025 |
582
shares
|
$594,629
0.24% of portfolio
|
Q2 2025
New holding
|
|
|
Cheviot Value Management, LLC
|
Oct 31, 2025 Q3 2025 |
581
shares
|
$593,607
0.05% of portfolio
|
Q3 2024
Added 0.35%
|
|
|
Illumine Investment Management, LLC
Poulsbo, WA |
Nov 04, 2025 Q3 2025 |
580
shares
|
$592,586
0.32% of portfolio
|
Q3 2025
Added 5.45%
|
|
|
Arkfeld Wealth Strategies, L.L.C.
|
Jan 12, 2026 Q4 2025 |
579
shares
|
$591,564
0.21% of portfolio
|
Q2 2025
Added 0.17%
|
|
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
Jan 14, 2026 Q4 2025 |
579
shares
|
$591,564
0.53% of portfolio
|
Q4 2025
Reduced 9.39%
|
|
|
Financial Insights, Inc.
|
Jul 21, 2025 Q2 2025 |
578
shares
|
$590,542
0.17% of portfolio
|
Q2 2025
Reduced 4.15%
|
|
|
Morningstar Investment Management LLC
Chicago, IL |
Nov 17, 2025 Q3 2025 |
578
shares
|
$590,542
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Heritage Wealth Partners, LLC
Dublin, OH |
May 14, 2025 Q1 2025 |
578
shares
|
$590,542
0.73% of portfolio
|
Q1 2025
Reduced 42.32%
|
|
|
Polymer Capital Management (Us) LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
578
shares
|
$590,542
0.05% of portfolio
|
Q3 2025
New holding
|
|
|
Karpas Strategies, LLC
|
Jul 30, 2024 Q2 2024 |
577
shares
|
$589,520
0.2% of portfolio
|
Q4 2023
New holding
|
|
|
Cape Ann Savings Bank
Gloucester, MA |
Oct 15, 2025 Q3 2025 |
577
shares
|
$589,520
0.24% of portfolio
|
Q3 2025
New holding
|
|
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
Nov 13, 2025 Q3 2025 |
576
shares
|
$588,499
0.06% of portfolio
|
Q3 2025
Reduced 13.77%
|
|
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
Oct 23, 2025 Q3 2025 |
576
shares
|
$588,499
0.3% of portfolio
|
Q3 2025
Added 4.73%
|
|
|
Birch Hill Investment Advisors LLC
|
Oct 23, 2025 Q3 2025 |
575
shares
|
$587,477
0.02% of portfolio
|
Q3 2025
Reduced 4.17%
|
|
|
Seamount Financial Group Inc
Colorado Springs, CO |
Oct 23, 2025 Q3 2025 |
575
shares
|
$587,477
0.21% of portfolio
|
Q3 2025
Added 64.29%
|
|
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
Nov 13, 2025 Q3 2025 |
572
shares
|
$584,412
0.03% of portfolio
|
Q3 2025
Added 14.4%
|
|
|
Bellevue Asset Management, LLC
Bellevue, WA |
Nov 04, 2025 Q3 2025 |
572
shares
|
$584,412
0.21% of portfolio
|
Q2 2025
Added 0.88%
|
|
|
Cura Wealth Advisors, LLC
Chicago, IL |
Nov 14, 2025 Q3 2025 |
571
shares
|
$583,390
0.17% of portfolio
|
Q3 2025
Added 35.31%
|
|
|
Penserra Capital Management LLC
Orinda, CA |
Nov 04, 2025 Q3 2025 |
570
shares
|
$582,369
0.01% of portfolio
|
Q3 2025
Added 4.4%
|
|
|
Luken Investment Analytics, LLC
Brentwood, TN |
Nov 14, 2025 Q3 2025 |
570
shares
|
$582,369
0.17% of portfolio
|
Q2 2025
Reduced 2.4%
|
|
|
Defined Financial Planning LLC
San Rafael, CA |
Oct 14, 2025 Q3 2025 |
570
shares
|
$582,369
0.4% of portfolio
|
Q3 2025
Added 56.59%
|
|
|
Hengehold Capital Management LLC
|
Oct 16, 2025 Q3 2025 |
568
shares
|
$580,325
0.04% of portfolio
|
Q3 2025
Added 3.09%
|
|
|
Barings LLC
|
Nov 10, 2025 Q3 2025 |
568
shares
|
$580,325
0.01% of portfolio
|
Q3 2025
Reduced 54.41%
|
|
|
Aspiriant, LLC
|
Oct 24, 2025 Q3 2025 |
567
shares
|
$579,303
0.01% of portfolio
|
Q3 2025
Reduced 10.14%
|
|
|
First Premier Bank
|
Oct 15, 2025 Q3 2025 |
567
shares
|
$579,303
0.1% of portfolio
|
Q2 2025
Added 6.38%
|
|