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 |
|---|---|---|---|---|---|
|
Independent Family Office, LLC
|
Nov 13, 2025 Q3 2025 |
500
shares
|
$510,850
0.17% of portfolio
|
Q2 2025
New holding
|
|
|
Dymon Asia Capital (Singapore) Pte. Ltd.
Singapore, U0 |
Nov 13, 2025 Q3 2025 |
500
shares
|
$510,850
0.04% of portfolio
|
Q3 2025
Reduced 83.33%
|
|
|
Carbahal Olsen Financial Services Group, LLC
Davis, CA |
Nov 05, 2025 Q3 2025 |
500
shares
|
$510,850
0.31% of portfolio
|
Q4 2024
New holding
|
|
|
Horst & Graben Wealth Management LLC
|
Oct 15, 2025 Q3 2025 |
499
shares
|
$509,828
0.07% of portfolio
|
Q3 2025
Reduced 3.67%
|
|
|
Moser Wealth Advisors, LLC
|
Jul 30, 2025 Q2 2025 |
499
shares
|
$509,828
0.19% of portfolio
|
Q2 2025
Added 8.48%
|
|
|
Viawealth, LLC
Overland Park, KS |
Nov 12, 2025 Q3 2025 |
499
shares
|
$509,828
0.21% of portfolio
|
Q3 2025
Reduced 10.89%
|
|
|
Cornerstone Management, Inc.
Duluth, GA |
Oct 10, 2025 Q3 2025 |
499
shares
|
$509,828
0.06% of portfolio
|
Q3 2025
Reduced 1.96%
|
|
|
Capstone Wealth Management, LLC
Tuscaloosa, AL |
Oct 09, 2025 Q3 2025 |
499
shares
|
$509,828
0.29% of portfolio
|
Q3 2025
Added 1.63%
|
|
|
Koss Olinger Consulting, LLC
|
Oct 20, 2025 Q3 2025 |
498
shares
|
$508,806
0.03% of portfolio
|
Q2 2025
Added 5.96%
|
|
|
Beacon Financial Group
|
Oct 07, 2025 Q3 2025 |
498
shares
|
$508,806
0.04% of portfolio
|
Q3 2025
Added 0.81%
|
|
|
Thrive Capital Management, LLC
Fort Washington, PA |
Oct 28, 2025 Q3 2025 |
497
shares
|
$507,784
0.1% of portfolio
|
Q3 2025
Added 2.26%
|
|
|
Aspetuck Financial Management LLC
Westport, CT |
Nov 03, 2025 Q3 2025 |
497
shares
|
$507,784
0.26% of portfolio
|
Q3 2025
Reduced 1.97%
|
|
|
Silvia Mccoll Wealth Management, LLC
San Diego, CA |
Jan 08, 2026 Q4 2025 |
496
shares
|
$506,763
0.35% of portfolio
|
Q3 2025
Added 11.71%
|
|
|
Jacksonville Wealth Management, LLC
Jacksonville, FL |
Nov 04, 2025 Q3 2025 |
496
shares
|
$506,763
0.28% of portfolio
|
Q3 2025
Added 67.57%
|
|
|
Covenant Partners, LLC
|
Oct 24, 2025 Q3 2025 |
495
shares
|
$505,741
0.11% of portfolio
|
Q3 2025
Reduced 0.2%
|
|
|
Riverview Capital Advisers, LLC
Boston, MA |
Nov 12, 2025 Q3 2025 |
495
shares
|
$505,741
0.12% of portfolio
|
Q3 2025
New holding
|
|
|
Wilkins Miller Wealth Management, LLC
Mobile, AL |
Nov 10, 2025 Q3 2025 |
495
shares
|
$505,741
0.23% of portfolio
|
Q3 2025
Reduced 3.32%
|
|
|
Nautilus Advisors LLC
La Jolla, CA |
Nov 12, 2025 Q3 2025 |
495
shares
|
$505,741
0.25% of portfolio
|
Q2 2025
Added 0.2%
|
|
|
Vance Wealth, Inc.
Santa Clarita, CA |
Nov 14, 2025 Q3 2025 |
494
shares
|
$504,719
0.12% of portfolio
|
Q3 2025
Added 8.57%
|
|
|
Benchmark Investment Advisors LLC
Chicago, IL |
Nov 13, 2025 Q3 2025 |
494
shares
|
$504,719
0.23% of portfolio
|
Q3 2025
Added 98.39%
|
|
|
American Capital Advisory, LLC
Ketchum, ID |
Oct 28, 2025 Q3 2025 |
494
shares
|
$504,719
0.17% of portfolio
|
Q3 2025
Reduced 1.0%
|
|
|
Caliber Wealth Management, LLC / Ks
Overland Park, KS |
Nov 05, 2025 Q3 2025 |
494
shares
|
$504,719
0.04% of portfolio
|
Q3 2025
Reduced 43.61%
|
|
|
Activest Wealth Management
|
Nov 03, 2025 Q3 2025 |
493
shares
|
$503,698
0.08% of portfolio
|
Q3 2025
Added 156.77%
|
|
|
Capital Advisors Wealth Management, LLC
|
Oct 15, 2025 Q3 2025 |
493
shares
|
$503,698
0.06% of portfolio
|
Q3 2025
Reduced 3.71%
|
|
|
Milestone Asset Management, LLC
Pittsburgh, PA |
Oct 15, 2025 Q3 2025 |
492
shares
|
$502,676
0.07% of portfolio
|
Q3 2025
Reduced 1.6%
|
|