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 4,523 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 |
|---|---|---|---|---|---|
|
Discipline Wealth Solutions, LLC
Greenville, SC |
Oct 21, 2025 Q3 2025 |
531
shares
|
$542,522
0.11% of portfolio
|
Q3 2025
New holding
|
|
|
Berman Mc Aleer LLC
Timonium, MD |
Nov 03, 2025 Q3 2025 |
531
shares
|
$542,522
0.06% of portfolio
|
Q3 2025
New holding
|
|
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
Nov 05, 2025 Q3 2025 |
528
shares
|
$539,457
0.1% of portfolio
|
Q2 2025
Added 2.33%
|
|
|
Wealthcare Capital Partners, LLC
West Chester, PA |
Nov 07, 2025 Q3 2025 |
528
shares
|
$539,457
0.19% of portfolio
|
Q3 2025
Added 60.98%
|
|
|
Weaver Consulting Group
|
Nov 10, 2025 Q3 2025 |
526
shares
|
$537,414
0.13% of portfolio
|
Q3 2025
Added 6.26%
|
|
|
Vienna Asset Management LLC
Cupertino, CA |
Nov 13, 2025 Q3 2025 |
526
shares
|
$537,414
0.29% of portfolio
|
Q3 2025
New holding
|
|
|
Atala Financial Inc
Calabasas, CA |
Nov 04, 2025 Q3 2025 |
524
shares
|
$535,370
0.25% of portfolio
|
Q3 2025
Reduced 29.66%
|
|
|
Ifs Group,Llc
York, PA |
Nov 10, 2025 Q3 2025 |
524
shares
|
$535,370
0.38% of portfolio
|
Q3 2025
New holding
|
|
|
Goldstein Advisors, LLC
Madison, WI |
Oct 21, 2025 Q3 2025 |
522
shares
|
$533,327
0.05% of portfolio
|
Q3 2025
Reduced 17.92%
|
|
|
Barrett & Company, Inc.
Providence, RI |
Oct 31, 2025 Q3 2025 |
522
shares
|
$533,327
0.14% of portfolio
|
Q3 2025
Reduced 29.74%
|
|
|
Cbiz Investment Advisory Services, LLC
|
Nov 06, 2025 Q3 2025 |
521
shares
|
$532,305
0.02% of portfolio
|
Q3 2025
Reduced 0.95%
|
|
|
Ascent Capital Management, LLC
Bend, OR |
Nov 12, 2025 Q3 2025 |
521
shares
|
$532,305
0.32% of portfolio
|
Q3 2025
Added 5.68%
|
|
|
Cobler Capital Management, LLC
Silver Lake, KS |
Aug 14, 2025 Q2 2025 |
521
shares
|
$532,305
0.39% of portfolio
|
Q2 2025
New holding
|
|
|
Smith Chas P & Associates Pa Cpas
|
Nov 12, 2025 Q3 2025 |
520
shares
|
$531,284
0.03% of portfolio
|
Q3 2025
Reduced 56.77%
|
|
|
Woodward Diversified Capital, LLC
|
Oct 21, 2025 Q3 2025 |
520
shares
|
$531,284
0.2% of portfolio
|
Q3 2025
Added 3.79%
|
|
|
Garner Asset Management Corp
|
Nov 10, 2025 Q3 2025 |
520
shares
|
$531,284
0.16% of portfolio
|
Q2 2025
Reduced 2.26%
|
|
|
Mcia Inc
|
Nov 12, 2025 Q3 2025 |
519
shares
|
$530,262
0.07% of portfolio
|
Q3 2025
Reduced 2.26%
|
|
|
Potomac Fund Management Inc /Adv
Miami, FL |
Nov 12, 2025 Q3 2025 |
519
shares
|
$530,262
0.02% of portfolio
|
Q3 2025
Added 39.52%
|
|
|
Alpha Zero LLC
Boca Raton, FL |
Nov 12, 2025 Q3 2025 |
519
shares
|
$530,262
0.23% of portfolio
|
Q2 2025
Added 9.26%
|
|
|
Arvest Trust CO N A
Rogers, AR |
Aug 09, 2024 Q2 2024 |
518
shares
|
$529,240
0.03% of portfolio
|
Q2 2024
Reduced 6.67%
|
|
|
Compton Financial Group, LLC
|
Nov 12, 2025 Q3 2025 |
517
shares
|
$528,218
0.09% of portfolio
|
Q4 2024
Reduced 4.08%
|
|
|
Alesco Advisors LLC
Pittsford, NY |
Oct 28, 2025 Q3 2025 |
516
shares
|
$527,197
0.01% of portfolio
|
Q3 2025
Added 27.09%
|
|
|
Asempa Wealth Advisors
Baton Rouge, LA |
Jan 08, 2026 Q4 2025 |
514
shares
|
$525,153
0.48% of portfolio
|
Q4 2025
New holding
|
|
|
Carlson Capital Management
|
Feb 10, 2025 Q4 2024 |
513
shares
|
$524,132
0.03% of portfolio
|
Q4 2024
Reduced 79.05%
|
|
|
Southland Equity Partners LLC
Wildwood, MO |
Oct 15, 2025 Q3 2025 |
512
shares
|
$523,110
0.08% of portfolio
|
Q3 2025
Added 0.59%
|
|