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 |
|---|---|---|---|---|---|
|
Tcp Asset Management, LLC
Columbus, OH |
Jan 07, 2026 Q4 2025 |
358
shares
|
$365,768
0.06% of portfolio
|
Q4 2025
Added 3.77%
|
|
|
Halpern Financial, Inc.
Ashburn, VA |
Oct 04, 2024 Q3 2024 |
358
shares
|
$365,768
0.08% of portfolio
|
Q3 2024
Added 2.29%
|
|
|
Values First Advisors, Inc.
|
Oct 21, 2025 Q3 2025 |
357
shares
|
$364,746
0.15% of portfolio
|
Q3 2025
Reduced 1.65%
|
|
|
Iconiq Capital, LLC
San Francisco, CA |
Nov 14, 2025 Q3 2025 |
357
shares
|
$364,746
0.01% of portfolio
|
Q3 2025
Reduced 90.37%
|
|
|
Blue Rock Wealth Management LLC
Winston Salem, NC |
Oct 21, 2025 Q3 2025 |
356
shares
|
$363,725
0.17% of portfolio
|
Q2 2025
Reduced 15.73%
|
|
|
Stordahl Capital Management, Inc.
|
Nov 05, 2025 Q3 2025 |
355
shares
|
$362,703
0.06% of portfolio
|
Q3 2025
Reduced 4.57%
|
|
|
Meredith Wealth Planning
Maryville, IL |
Oct 21, 2025 Q3 2025 |
355
shares
|
$362,703
0.09% of portfolio
|
Q3 2025
Reduced 1.39%
|
|
|
Life Plan Investment Advisors, Inc.
Raleigh, NC |
Nov 13, 2025 Q3 2025 |
355
shares
|
$362,703
0.11% of portfolio
|
Q3 2025
Added 15.64%
|
|
|
Finward Bancorp
Munster, IN |
Nov 14, 2025 Q3 2025 |
355
shares
|
$362,703
0.21% of portfolio
|
Q3 2025
Reduced 10.13%
|
|
|
Life Steps Financial, Inc.
|
Oct 16, 2025 Q3 2025 |
354
shares
|
$361,681
0.17% of portfolio
|
Q3 2025
Reduced 7.33%
|
|
|
Joseph P. Lucia & Associates, LLC
|
Oct 20, 2025 Q3 2025 |
354
shares
|
$361,681
0.12% of portfolio
|
Q3 2025
Reduced 25.94%
|
|
|
Cranbrook Wealth Management, LLC
|
Oct 14, 2025 Q3 2025 |
354
shares
|
$361,681
0.06% of portfolio
|
Q3 2025
Added 43.32%
|
|
|
Spreng Capital Management, Inc.
|
Oct 22, 2025 Q3 2025 |
353
shares
|
$360,660
0.11% of portfolio
|
Q3 2025
Added 1.73%
|
|
|
Tru Independence LLC
|
Oct 23, 2025 Q3 2025 |
351
shares
|
$358,616
0.07% of portfolio
|
Q3 2025
Reduced 1.68%
|
|
|
21 West Wealth Management LLC
Tustin, CA |
Jan 13, 2026 Q4 2025 |
351
shares
|
$358,616
0.34% of portfolio
|
Q4 2025
Reduced 2.23%
|
|
|
Threadgill Financial, LLC
|
Jan 08, 2026 Q4 2025 |
350
shares
|
$357,595
0.15% of portfolio
|
Q3 2025
Added 16.67%
|
|
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
Feb 12, 2025 Q4 2024 |
350
shares
|
$357,595
0.2% of portfolio
|
Q1 2024
Reduced 16.27%
|
|
|
Petros Family Wealth, LLC
Bloomington, MN |
Oct 17, 2025 Q3 2025 |
350
shares
|
$357,595
0.22% of portfolio
|
Q3 2025
Reduced 1.96%
|
|
|
Watershed Private Wealth LLC
Oak Brook, IL |
Oct 21, 2025 Q3 2025 |
348
shares
|
$355,551
0.08% of portfolio
|
Q2 2025
Reduced 7.45%
|
|
|
Cannon Financial Strategists, Inc.
Athens, GA |
Nov 06, 2025 Q3 2025 |
348
shares
|
$355,551
0.04% of portfolio
|
Q1 2022
Closed
|
|
|
Leonard Rickey Investment Advisors P.L.L.C.
|
Oct 14, 2025 Q3 2025 |
347
shares
|
$354,529
0.05% of portfolio
|
Q3 2025
Reduced 1.42%
|
|
|
Bernardo Wealth Planning LLC
|
Oct 22, 2025 Q3 2025 |
347
shares
|
$354,529
0.05% of portfolio
|
Q3 2025
Added 18.43%
|
|
|
Shanker Valleau Wealth Advisors, Inc.
|
Jan 06, 2026 Q4 2025 |
344
shares
|
$351,464
0.1% of portfolio
|
Q4 2025
Reduced 0.58%
|
|
|
Carmel Capital Partners, LLC
|
Oct 30, 2025 Q3 2025 |
344
shares
|
$351,464
0.12% of portfolio
|
Q3 2025
Reduced 46.75%
|
|
|
Pembroke Management, LTD
|
Oct 28, 2025 Q3 2025 |
344
shares
|
$351,464
0.03% of portfolio
|
Q3 2025
New holding
|
|