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 |
|---|---|---|---|---|---|
|
Tanager Wealth Management LLP
|
Oct 24, 2025 Q3 2025 |
385
shares
|
$393,354
0.03% of portfolio
|
Q3 2025
Added 37.5%
|
|
|
Sterling Financial Group, Inc.
Pasadena, CA |
Nov 17, 2025 Q3 2025 |
385
shares
|
$393,354
0.12% of portfolio
|
Q3 2025
Reduced 6.1%
|
|
|
Axiom Advisory, LLC
San Diego, CA |
Oct 07, 2024 Q3 2024 |
384
shares
|
$392,332
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Duncan Williams Asset Management, LLC
Memphis, TN |
Nov 12, 2025 Q3 2025 |
383
shares
|
$391,311
0.08% of portfolio
|
Q3 2025
New holding
|
|
|
Parkside Advisors LLC
|
Jul 09, 2025 Q2 2025 |
382
shares
|
$390,289
0.07% of portfolio
|
Q3 2023
New holding
|
|
|
Trinity Financial Advisors LLC
|
Oct 07, 2025 Q3 2025 |
381
shares
|
$389,267
0.08% of portfolio
|
Q3 2025
New holding
|
|
|
Chelsea Counsel CO
|
Nov 24, 2025 Q3 2025 |
381
shares
|
$389,267
0.13% of portfolio
|
Q3 2025
Reduced 34.31%
|
|
|
Smith Anglin Financial, LLC
|
Jul 17, 2025 Q2 2025 |
380
shares
|
$388,246
0.04% of portfolio
|
Q2 2025
Reduced 4.52%
|
|
|
Crescent Sterling, Ltd.
Metairie, LA |
Jan 07, 2026 Q4 2025 |
380
shares
|
$388,246
0.42% of portfolio
|
Q4 2025
Reduced 6.17%
|
|
|
Pflug Koory, LLC
|
Oct 21, 2025 Q3 2025 |
379
shares
|
$387,224
0.14% of portfolio
|
Q3 2025
Added 35.84%
|
|
|
Renasant Bank
|
Nov 05, 2025 Q3 2025 |
379
shares
|
$387,224
0.21% of portfolio
|
Q3 2025
Reduced 6.42%
|
|
|
Hughes Financial Services, LLC
Herndon, VA |
Nov 14, 2025 Q3 2025 |
379
shares
|
$387,224
0.06% of portfolio
|
Q3 2025
Added 20.32%
|
|
|
Paragon Wealth Strategies, LLC
|
Jan 03, 2024 Q4 2023 |
378
shares
|
$386,202
0.06% of portfolio
|
Q4 2023
New holding
|
|
|
Access Financial Services, Inc.
|
Oct 20, 2025 Q3 2025 |
378
shares
|
$386,202
0.14% of portfolio
|
Q3 2025
Reduced 2.07%
|
|
|
Xcel Wealth Management, LLC
|
Oct 29, 2025 Q3 2025 |
378
shares
|
$386,202
0.08% of portfolio
|
Q3 2025
Reduced 9.57%
|
|
|
Cap Wealth Advisors, LLC
|
Oct 21, 2025 Q3 2025 |
378
shares
|
$386,202
0.03% of portfolio
|
Q3 2025
Reduced 3.82%
|
|
|
Prostatis Group LLC
Hanover, MD |
Nov 04, 2025 Q3 2025 |
378
shares
|
$386,202
0.07% of portfolio
|
Q3 2025
Added 14.2%
|
|
|
Summa Corp.
Tomball, TX |
Oct 27, 2025 Q3 2025 |
378
shares
|
$386,202
0.13% of portfolio
|
Q1 2025
New holding
|
|
|
Vickerman Investment Advisors, Inc.
Spokane, WA |
Nov 03, 2025 Q3 2025 |
376
shares
|
$384,159
0.06% of portfolio
|
Q3 2025
Reduced 23.27%
|
|
|
Blueshift Asset Management, LLC
Red Bank, NJ |
Nov 13, 2025 Q3 2025 |
376
shares
|
$384,159
0.09% of portfolio
|
Q3 2025
New holding
|
|
|
Pring Turner Capital Group Inc
Walnut Creek, CA |
Nov 07, 2025 Q3 2025 |
376
shares
|
$384,159
0.18% of portfolio
|
Q3 2025
Reduced 3.34%
|
|
|
Maripau Wealth Management LLC
Fort Wayne, IN |
Nov 14, 2025 Q3 2025 |
375
shares
|
$383,137
0.17% of portfolio
|
Q3 2025
Reduced 5.54%
|
|
|
Strategic Financial Partners, Ltd.
Bend, OR |
Nov 06, 2025 Q3 2025 |
375
shares
|
$383,137
0.13% of portfolio
|
Q4 2024
New holding
|
|
|
Guerra Pan Advisors, LLC
Montclair, NJ |
Nov 12, 2025 Q3 2025 |
374
shares
|
$382,115
0.17% of portfolio
|
Q3 2024
Added 2.47%
|
|
|
Darwin Advisors, LLC
|
Oct 16, 2025 Q3 2025 |
373
shares
|
$381,094
0.1% of portfolio
|
Q3 2025
Added 3.61%
|
|