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 |
|---|---|---|---|---|---|
|
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
|
|
|
Second Half Financial Partners, LLC
Sebring, FL |
Nov 10, 2025 Q3 2025 |
344
shares
|
$351,464
0.19% of portfolio
|
Q3 2025
New holding
|
|
|
Emprise Bank
Wichita, KS |
Oct 16, 2025 Q3 2025 |
344
shares
|
$351,464
0.11% of portfolio
|
Q2 2025
Reduced 37.23%
|
|
|
Rfg Holdings, Inc.
|
Oct 15, 2025 Q3 2025 |
343
shares
|
$350,443
0.07% of portfolio
|
Q3 2025
New holding
|
|
|
James Hambro & Partners
|
Oct 15, 2025 Q3 2025 |
343
shares
|
$350,443
0.01% of portfolio
|
Q3 2025
Added 4.57%
|
|
|
Kirtland Hills Capital Management, LLC
Bratenahl, OH |
Nov 14, 2025 Q3 2025 |
343
shares
|
$350,443
0.11% of portfolio
|
Q3 2025
Added 4.89%
|
|
|
Fedenia Advisers LLC
Madison, WI |
Nov 04, 2025 Q3 2025 |
342
shares
|
$349,421
0.1% of portfolio
|
Q3 2025
New holding
|
|
|
Keyvantage Wealth, LLC
Bethlehem, PA |
Nov 07, 2025 Q3 2025 |
342
shares
|
$349,421
0.11% of portfolio
|
Q3 2025
Reduced 36.31%
|
|
|
Asset Allocation & Management Company, LLC
|
Jan 12, 2026 Q4 2025 |
340
shares
|
$347,378
0.15% of portfolio
|
Q4 2024
New holding
|
|
|
Gerber, LLC
Columbus, OH |
Oct 27, 2025 Q3 2025 |
340
shares
|
$347,378
0.16% of portfolio
|
Q3 2025
Reduced 6.85%
|
|
|
Conrad Siegel Investment Advisors, Inc.
|
Jan 14, 2026 Q4 2025 |
338
shares
|
$345,334
0.07% of portfolio
|
Q4 2025
Added 4.97%
|
|
|
Horizons Wealth Management
Asheville, NC |
Jan 05, 2026 Q4 2025 |
338
shares
|
$345,334
0.23% of portfolio
|
Q4 2023
Added 3655.56%
|
|
|
Instrumental Wealth, LLC
Tampa, FL |
Oct 31, 2025 Q3 2025 |
337
shares
|
$344,312
0.2% of portfolio
|
Q3 2025
Reduced 2.6%
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
Nov 21, 2025 Q3 2025 |
336
shares
|
$343,291
0.04% of portfolio
|
Q3 2025
Added 4.02%
|
|
|
Ashford Capital Management Inc
Wilmington, DE |
Nov 14, 2025 Q3 2025 |
336
shares
|
$343,291
0.03% of portfolio
|
Q2 2025
Reduced 4.82%
|
|
|
Banc First Trust & Investment Management
Oklahoma City, OK |
Jan 05, 2026 Q4 2025 |
336
shares
|
$343,291
0.14% of portfolio
|
Q4 2025
Added 2.13%
|
|
|
Ring Mountain Capital, LLC
Tiburon, CA |
Nov 13, 2025 Q3 2025 |
336
shares
|
$343,291
0.14% of portfolio
|
Q3 2025
Added 1.51%
|
|
|
Adams Wealth Management
|
Nov 14, 2025 Q3 2025 |
335
shares
|
$342,269
0.06% of portfolio
|
Q1 2025
Reduced 4.29%
|
|
|
Cache Tech Inc.
Logan, UT |
Nov 14, 2025 Q3 2025 |
335
shares
|
$342,269
0.05% of portfolio
|
Q1 2025
Reduced 4.29%
|
|
|
Disciplined Investments, LLC
Tulsa, OK |
Nov 03, 2025 Q3 2025 |
334
shares
|
$341,247
0.11% of portfolio
|
Q2 2025
Reduced 0.3%
|
|
|
Precedent Wealth Partners, LLC
Houston, TX |
Jan 07, 2026 Q4 2025 |
334
shares
|
$341,247
0.08% of portfolio
|
Q4 2025
Added 21.01%
|
|
|
Legacy Wealth Management, LLC / Ms
Ridgeland, MS |
Jan 05, 2026 Q4 2025 |
334
shares
|
$341,247
0.1% of portfolio
|
Q4 2025
Added 2.14%
|
|
|
Summit Wealth Group, LLC
White River Junction, VT |
Oct 23, 2025 Q3 2025 |
333
shares
|
$340,226
0.06% of portfolio
|
Q2 2025
Reduced 4.86%
|
|