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 |
|---|---|---|---|---|---|
|
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%
|
|
|
All Square Wealth Management LLC
Albany, NY |
Jan 12, 2026 Q3 2025 |
552
shares
|
$563,978
0.23% of portfolio
|
Q3 2025
Added 56.82%
|
|
|
Disciplined Investors, L.L.C.
Waco, TX |
Nov 14, 2025 Q3 2025 |
552
shares
|
$563,978
0.3% of portfolio
|
Q3 2025
Added 62.83%
|
|
|
One Ascent Family Office, LLC
Birmingham, AL |
Oct 31, 2025 Q3 2025 |
551
shares
|
$562,956
0.43% of portfolio
|
Q3 2025
Added 2.99%
|
|
|
R. W. Roge & Company, Inc.
Bohemia, NY |
Oct 24, 2025 Q3 2025 |
550
shares
|
$561,935
0.21% of portfolio
|
Q1 2025
Reduced 0.54%
|
|
|
Advisors Preferred, LLC
Rockville, MD |
Nov 10, 2025 Q3 2025 |
550
shares
|
$561,935
0.06% of portfolio
|
Q3 2025
Reduced 83.82%
|
|
|
Barnes Pettey Financial Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
549
shares
|
$560,913
0.24% of portfolio
|
Q3 2025
Added 15.34%
|
|
|
Genesis Private Wealth, LLC
Ashburn, VA |
Jan 08, 2026 Q4 2025 |
549
shares
|
$560,913
0.18% of portfolio
|
Q4 2025
Added 80.59%
|
|
|
Jvl Associates LLC
|
Jan 09, 2026 Q4 2025 |
547
shares
|
$558,869
0.18% of portfolio
|
Q4 2025
Added 4.79%
|
|
|
Echo45 Advisors LLC
|
Nov 06, 2025 Q3 2025 |
546
shares
|
$557,848
0.26% of portfolio
|
Q3 2025
Reduced 2.85%
|
|
|
Tactive Advisors, LLC
Jacksonville, FL |
Jan 08, 2026 Q4 2025 |
546
shares
|
$557,848
0.17% of portfolio
|
Q4 2025
Reduced 26.22%
|
|
|
Atwood & Palmer Inc
|
Oct 15, 2025 Q3 2025 |
544
shares
|
$555,804
0.03% of portfolio
|
Q2 2025
Reduced 12.26%
|
|
|
Trust CO Of Oklahoma
|
Jan 14, 2026 Q4 2025 |
544
shares
|
$555,804
0.16% of portfolio
|
Q4 2025
Added 14.77%
|
|
|
W Advisors, LLC
Germantown, TN |
Nov 14, 2025 Q3 2025 |
543
shares
|
$554,783
0.23% of portfolio
|
Q2 2025
Added 0.56%
|
|
|
Private Wealth Advisors, LLC
Fresno, CA |
Dec 01, 2025 Q3 2025 |
543
shares
|
$554,783
0.14% of portfolio
|
Q3 2025
Added 0.74%
|
|
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
Nov 04, 2025 Q3 2025 |
542
shares
|
$553,761
0.12% of portfolio
|
Q3 2025
Reduced 24.62%
|
|
|
Rovin Capital
|
Oct 29, 2025 Q3 2025 |
541
shares
|
$552,739
0.11% of portfolio
|
Q3 2025
Added 36.27%
|
|
|
Cohen & Steers, Inc.
New York, NY |
Nov 14, 2025 Q3 2025 |
540
shares
|
$551,718
0.0% of portfolio
|
Q1 2025
Reduced 22.41%
|
|
|
Kingsman Wealth Management, Inc.
Pensacola, FL |
Oct 20, 2025 Q3 2025 |
537
shares
|
$548,652
0.23% of portfolio
|
Q3 2025
Reduced 62.08%
|
|
|
Mba Advisors LLC
Hermitage, PA |
Oct 28, 2025 Q3 2025 |
535
shares
|
$546,609
0.18% of portfolio
|
Q3 2025
Added 2.88%
|
|
|
Cresta Advisors, Ltd.
Laredo, TX |
Oct 21, 2025 Q3 2025 |
535
shares
|
$546,609
0.19% of portfolio
|
Q2 2024
Added 4.7%
|
|
|
Royal Harbor Partners, LLC
|
Oct 22, 2025 Q3 2025 |
533
shares
|
$544,566
0.18% of portfolio
|
Q3 2025
Added 0.38%
|
|
|
M1 Capital Management LLC
Bloomfield Hills, MI |
Nov 12, 2025 Q3 2025 |
533
shares
|
$544,566
0.18% of portfolio
|
Q3 2025
Added 10.81%
|
|
|
Wespac Advisors, LLC
|
Jan 14, 2026 Q4 2025 |
532
shares
|
$543,544
0.35% of portfolio
|
Q4 2025
Reduced 7.64%
|
|
|
Coordinated Financial Services, Inc.
Denver, CO |
Oct 30, 2025 Q3 2025 |
532
shares
|
$543,544
0.26% of portfolio
|
Q3 2025
Added 82.82%
|
|