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 |
|---|---|---|---|---|---|
|
Gr Financial Group, LLC
Tucson, AZ |
Nov 05, 2025 Q3 2025 |
566
shares
|
$578,282
0.1% of portfolio
|
Q3 2025
Added 0.18%
|
|
|
Whelan Financial
|
Oct 29, 2025 Q3 2025 |
565
shares
|
$577,260
0.14% of portfolio
|
Q3 2025
Added 31.7%
|
|
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
Oct 23, 2025 Q3 2025 |
565
shares
|
$577,260
0.15% of portfolio
|
Q3 2025
Reduced 34.15%
|
|
|
Demars Financial Group, LLC
|
Oct 29, 2025 Q3 2025 |
563
shares
|
$575,217
0.15% of portfolio
|
Q3 2025
Reduced 25.63%
|
|
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
Jan 08, 2026 Q4 2025 |
563
shares
|
$575,217
0.21% of portfolio
|
Q4 2025
Reduced 7.4%
|
|
|
Jackson Creek Investment Advisors LLC
|
Nov 04, 2025 Q3 2025 |
562
shares
|
$574,195
0.12% of portfolio
|
Q3 2025
Reduced 1.23%
|
|
|
Kera Capital Partners, Inc.
Sacramento, CA |
Oct 27, 2025 Q3 2025 |
562
shares
|
$574,195
0.07% of portfolio
|
Q3 2025
Added 80.71%
|
|
|
Prospect Financial Group LLC
Arlington, VA |
Nov 06, 2025 Q3 2025 |
562
shares
|
$574,195
0.42% of portfolio
|
Q3 2025
Added 4.66%
|
|
|
Cardinal Strategic Wealth Guidance
|
Oct 22, 2025 Q3 2025 |
561
shares
|
$573,173
0.12% of portfolio
|
Q3 2025
Reduced 8.18%
|
|
|
Enclave Advisors LLC
Austin, TX |
Oct 14, 2025 Q3 2025 |
561
shares
|
$573,173
0.07% of portfolio
|
Q3 2025
Added 17.86%
|
|
|
Great Banc Trust CO
Lisle, IL |
Nov 14, 2025 Q3 2025 |
561
shares
|
$573,173
0.29% of portfolio
|
Q3 2025
New holding
|
|
|
Planning Center, Inc.
|
Oct 30, 2025 Q3 2025 |
560
shares
|
$572,152
0.06% of portfolio
|
Q4 2023
Reduced 0.36%
|
|
|
Ccg Wealth Management, LLC
|
Nov 03, 2025 Q3 2025 |
560
shares
|
$572,152
0.2% of portfolio
|
Q3 2025
Added 2.75%
|
|
|
Tpg Advisors LLC
Northfield, IL |
Nov 06, 2025 Q3 2025 |
559
shares
|
$571,130
0.28% of portfolio
|
Q3 2025
Reduced 0.18%
|
|
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
Nov 14, 2025 Q3 2025 |
558
shares
|
$570,108
0.25% of portfolio
|
Q3 2025
Reduced 1.59%
|
|
|
Panoramic Capital Partners, LLC
Lake Oswego, OR |
Jan 07, 2026 Q4 2025 |
558
shares
|
$570,108
0.37% of portfolio
|
Q4 2025
Added 1.45%
|
|
|
Bhk Investment Advisors, LLC
|
Nov 05, 2025 Q3 2025 |
557
shares
|
$569,086
0.16% of portfolio
|
Q2 2025
Added 1.83%
|
|
|
Sierra Ocean, LLC
Ripon, CA |
Nov 06, 2025 Q3 2025 |
557
shares
|
$569,086
0.36% of portfolio
|
Q3 2025
Added 9.0%
|
|
|
Peak Retirement Planning, Inc.
Columbus, OH |
Nov 04, 2025 Q3 2025 |
557
shares
|
$569,086
0.12% of portfolio
|
Q3 2025
Added 1.64%
|
|
|
Fiera Capital Corp
Montreal, A8 |
Nov 07, 2025 Q3 2025 |
556
shares
|
$568,065
0.0% of portfolio
|
Q3 2025
Reduced 97.82%
|
|
|
Plan A Wealth LLC
Lincoln, NE |
Nov 06, 2025 Q3 2025 |
556
shares
|
$568,065
0.22% of portfolio
|
Q3 2025
Added 23.01%
|
|
|
Wulff, Hansen & Co.
|
Nov 06, 2025 Q3 2025 |
555
shares
|
$567,043
0.38% of portfolio
|
Q3 2025
Reduced 29.3%
|
|
|
Sunesis Advisors, LLC
|
Nov 05, 2025 Q3 2025 |
555
shares
|
$567,043
0.2% of portfolio
|
Q3 2025
Added 104.8%
|
|
|
Phoenix Wealth Advisors
|
Oct 28, 2025 Q3 2025 |
554
shares
|
$566,021
0.17% of portfolio
|
Q1 2025
Added 25.91%
|
|
|
Silver Oak Advisory Group, Inc.
Portland, OR |
Nov 07, 2025 Q3 2025 |
553
shares
|
$565,000
0.19% of portfolio
|
Q3 2025
Reduced 4.16%
|
|