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 |
|---|---|---|---|---|---|
|
Advice One Advisory Services, LLC
Glastonbury, CT |
Jan 08, 2026 Q4 2025 |
417
shares
|
$426,048
0.26% of portfolio
|
Q3 2025
Added 6.92%
|
|
|
Martin Capital Partners, LLC
|
Jan 06, 2026 Q4 2025 |
416
shares
|
$425,027
0.17% of portfolio
|
Q3 2025
Reduced 16.8%
|
|
|
Brio Consultants, LLC
|
Nov 10, 2025 Q3 2025 |
416
shares
|
$425,027
0.04% of portfolio
|
Q3 2025
Added 12.13%
|
|
|
Westwood Wealth Management
|
Oct 24, 2025 Q3 2025 |
415
shares
|
$424,005
0.12% of portfolio
|
Q3 2025
Reduced 59.9%
|
|
|
Paces Ferry Wealth Advisors, LLC
|
Nov 14, 2025 Q3 2025 |
414
shares
|
$422,983
0.14% of portfolio
|
Q3 2025
Reduced 1.43%
|
|
|
Vicus Capital
State College, PA |
Oct 24, 2025 Q3 2025 |
414
shares
|
$422,983
0.02% of portfolio
|
Q3 2025
Added 8.66%
|
|
|
Harris Associates L P
Chicago, IL |
Nov 14, 2025 Q3 2025 |
414
shares
|
$422,983
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Mainsail Asset Management, LLC
Birmingham, AL |
Oct 28, 2025 Q3 2025 |
414
shares
|
$422,983
0.14% of portfolio
|
Q3 2025
New holding
|
|
|
Hartmann Taylor Wealth Management, LLC
Dallas, TX |
Oct 20, 2025 Q3 2025 |
414
shares
|
$422,983
0.23% of portfolio
|
Q3 2025
Reduced 3.72%
|
|
|
Kohmann Bosshard Financial Services, LLC
|
Nov 13, 2025 Q3 2025 |
413
shares
|
$421,962
0.03% of portfolio
|
Q4 2024
Added 5.9%
|
|
|
Peirce Capital Management, LLC
The Woodlands, TX |
Oct 06, 2025 Q3 2025 |
412
shares
|
$420,940
0.13% of portfolio
|
Q1 2024
Reduced 7.42%
|
|
|
Covestor LTD
Boston, MA |
Oct 30, 2025 Q3 2025 |
411
shares
|
$419,918
0.17% of portfolio
|
Q3 2025
Reduced 7.43%
|
|
|
Capital Planning LLC
|
Oct 22, 2025 Q3 2025 |
410
shares
|
$418,897
0.09% of portfolio
|
Q1 2025
Reduced 14.76%
|
|
|
Earnest Partners LLC
Atlanta, GA |
Nov 14, 2025 Q3 2025 |
409
shares
|
$417,875
0.0% of portfolio
|
Q3 2025
Reduced 6.41%
|
|
|
Ml & R Wealth Management LLC
|
May 14, 2024 Q1 2024 |
408
shares
|
$416,853
0.07% of portfolio
|
Q1 2024
Added 15.58%
|
|
|
Rainey & Randall Investment Management Inc.
Celebration, FL |
Nov 03, 2025 Q3 2025 |
407
shares
|
$415,831
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Hidden Cove Wealth Management, LLC
Bainbridge Island, WA |
Oct 24, 2025 Q3 2025 |
406
shares
|
$414,810
0.2% of portfolio
|
Q3 2025
Added 21.56%
|
|
|
Martin Worley Group
Cottonwood Heights, UT |
Aug 12, 2025 Q2 2025 |
406
shares
|
$414,810
0.17% of portfolio
|
Q2 2025
New holding
|
|
|
Genesee Capital Advisors, LLC
|
Nov 03, 2025 Q3 2025 |
405
shares
|
$413,788
0.14% of portfolio
|
Q3 2025
Added 0.25%
|
|
|
Willis Johnson & Associates, Inc.
|
Nov 06, 2025 Q3 2025 |
404
shares
|
$412,766
0.02% of portfolio
|
Q3 2025
Added 6.88%
|
|
|
Seldon Capital LP
San Francisco, CA |
Nov 14, 2025 Q3 2025 |
404
shares
|
$412,766
0.15% of portfolio
|
Q3 2023
New holding
|
|
|
Curio Wealth, LLC
Annapolis, MD |
Nov 12, 2025 Q3 2025 |
404
shares
|
$412,766
0.13% of portfolio
|
Q3 2025
Reduced 5.61%
|
|
|
Aurdan Capital Management, LLC
Wayne, PA |
Jan 09, 2026 Q4 2025 |
404
shares
|
$412,766
0.13% of portfolio
|
Q1 2025
Reduced 33.33%
|
|
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
Oct 20, 2025 Q3 2025 |
403
shares
|
$411,745
0.1% of portfolio
|
Q3 2025
Reduced 29.05%
|
|
|
Abacus Wealth Partners, LLC
Santa Monica, CA |
Nov 12, 2025 Q3 2025 |
403
shares
|
$411,745
0.04% of portfolio
|
Q2 2025
Reduced 7.78%
|
|