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 |
|---|---|---|---|---|---|
|
Hoge Financial Services, LLC
Canonsburg, PA |
Nov 03, 2025 Q3 2025 |
460
shares
|
$469,982
0.2% of portfolio
|
Q3 2025
Added 1.32%
|
|
|
Keb Asset Management, LLC
Springfield, IL |
Jan 09, 2026 Q4 2025 |
459
shares
|
$468,960
0.11% of portfolio
|
Q4 2025
Reduced 4.97%
|
|
|
Level Financial Advisors, Inc.
|
Oct 15, 2025 Q3 2025 |
458
shares
|
$467,938
0.11% of portfolio
|
Q2 2025
Reduced 0.43%
|
|
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
Feb 10, 2025 Q4 2024 |
458
shares
|
$467,938
0.13% of portfolio
|
Q4 2024
Added 10.1%
|
|
|
Byrne Asset Management LLC
|
Jan 12, 2026 Q4 2025 |
457
shares
|
$466,916
0.32% of portfolio
|
Q4 2025
Added 25.55%
|
|
|
Advance Capital Management, Inc.
Southfield, MI |
Jan 06, 2026 Q4 2025 |
457
shares
|
$466,916
0.03% of portfolio
|
Q4 2025
Added 4.34%
|
|
|
Crowley Wealth Management, Inc.
Wilmington, DE |
Oct 21, 2025 Q3 2025 |
457
shares
|
$466,916
0.28% of portfolio
|
Q4 2024
New holding
|
|
|
Blue Bell Private Wealth Management, LLC
|
Oct 22, 2025 Q3 2025 |
456
shares
|
$465,895
0.06% of portfolio
|
Q3 2025
Reduced 11.8%
|
|
|
Continuum Wealth Advisors, LLC
Saratoga Springs, NY |
Oct 24, 2025 Q3 2025 |
455
shares
|
$464,873
0.18% of portfolio
|
Q3 2025
New holding
|
|
|
Wiser Wealth Management, Inc
|
Jan 12, 2026 Q4 2025 |
453
shares
|
$462,830
0.1% of portfolio
|
Q4 2025
Reduced 4.63%
|
|
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
Nov 10, 2025 Q3 2025 |
453
shares
|
$462,830
0.03% of portfolio
|
Q3 2025
Reduced 3.0%
|
|
|
Claris Advisors, LLC
|
Oct 06, 2025 Q3 2025 |
452
shares
|
$461,808
0.12% of portfolio
|
Q2 2025
Reduced 17.22%
|
|
|
Alpha Financial Advisors, LLC
Charlotte, NC |
Nov 12, 2025 Q3 2025 |
451
shares
|
$460,786
0.12% of portfolio
|
Q3 2025
Reduced 0.66%
|
|
|
Naples Money Management LLC
Naples, FL |
Nov 12, 2024 Q3 2024 |
451
shares
|
$460,786
0.34% of portfolio
|
Q3 2024
Added 2.27%
|
|
|
Sharp Financial Services, LLC
Horsham, PA |
Oct 27, 2025 Q3 2025 |
451
shares
|
$460,786
0.19% of portfolio
|
Q3 2025
Added 4.64%
|
|
|
One Wealth Advisors, LLC
San Francisco, CA |
Nov 03, 2025 Q3 2025 |
450
shares
|
$459,765
0.05% of portfolio
|
Q3 2025
Reduced 0.22%
|
|
|
Diligent Investors, LLC
|
Nov 13, 2025 Q3 2025 |
448
shares
|
$457,721
0.1% of portfolio
|
Q3 2025
Added 22.07%
|
|
|
Manske Wealth Management
Houston, TX |
Nov 12, 2025 Q3 2025 |
448
shares
|
$457,721
0.1% of portfolio
|
Q3 2025
Added 2.52%
|
|
|
Trust CO
|
Oct 06, 2025 Q3 2025 |
447
shares
|
$456,699
0.04% of portfolio
|
Q2 2024
Reduced 0.67%
|
|
|
Bank Of Nova Scotia Trust CO
|
Nov 14, 2025 Q3 2025 |
447
shares
|
$456,699
0.03% of portfolio
|
Q2 2025
Reduced 9.15%
|
|
|
Ram Investment Partners, LLC
Bellevue, WA |
Nov 03, 2025 Q3 2025 |
447
shares
|
$456,699
0.06% of portfolio
|
Q3 2025
Added 4.93%
|
|
|
Ruggaard & Associates LLC
Twinsburg, OH |
Nov 14, 2025 Q3 2025 |
446
shares
|
$455,678
0.13% of portfolio
|
Q1 2025
Added 0.68%
|
|
|
Jnba Financial Advisors
|
Oct 28, 2025 Q3 2025 |
444
shares
|
$453,634
0.03% of portfolio
|
Q3 2025
Added 0.23%
|
|
|
Tennessee Valley Asset Management Partners
|
Nov 13, 2025 Q3 2025 |
444
shares
|
$453,634
0.05% of portfolio
|
Q3 2025
New holding
|
|
|
Trillium Asset Management, LLC
Boston, MA |
Nov 14, 2025 Q3 2025 |
444
shares
|
$453,634
0.01% of portfolio
|
Q3 2025
Reduced 0.67%
|
|