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 4,510 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 |
|---|---|---|---|---|---|
|
Biltmore Wealth Management, LLC
|
Oct 22, 2025 Q3 2025 |
330
shares
|
$337,161
0.1% of portfolio
|
Q3 2025
Added 5.43%
|
|
|
White Pine Capital LLC
Golden Valley, MN |
Nov 10, 2025 Q3 2025 |
330
shares
|
$337,161
0.07% of portfolio
|
Q2 2024
New holding
|
|
|
David Katz
Matrix Asset Advisors Inc
|
Oct 14, 2025 Q3 2025 |
328
shares
|
$335,117
0.02% of portfolio
|
Q3 2025
Added 0.92%
|
|
|
Global Strategic Investment Solutions, LLC
|
Nov 10, 2025 Q3 2025 |
328
shares
|
$335,117
0.03% of portfolio
|
Q3 2025
Reduced 2.67%
|
|
|
Vista Investment Management
Pittsburgh, PA |
Nov 07, 2025 Q3 2025 |
328
shares
|
$335,117
0.09% of portfolio
|
Q3 2025
Added 27.63%
|
|
|
New Capital Management LP
|
Oct 08, 2025 Q3 2025 |
326
shares
|
$333,074
0.07% of portfolio
|
Q3 2025
Added 13.99%
|
|
|
Allied Investment Advisors, LLC
|
Nov 04, 2025 Q3 2025 |
326
shares
|
$333,074
0.04% of portfolio
|
Q3 2025
Added 22.1%
|
|
|
Granite Bay Wealth Management, LLC
|
Oct 15, 2025 Q3 2025 |
326
shares
|
$333,074
0.07% of portfolio
|
Q3 2025
Reduced 12.6%
|
|
|
Pinnacle Wealth Management Group, Inc.
|
Oct 08, 2025 Q3 2025 |
326
shares
|
$333,074
0.15% of portfolio
|
Q3 2025
New holding
|
|
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
Nov 14, 2025 Q3 2025 |
326
shares
|
$333,074
0.01% of portfolio
|
Q2 2025
Reduced 19.7%
|
|
|
Courage Miller Partners, LLC
|
Oct 22, 2025 Q3 2025 |
325
shares
|
$332,052
0.07% of portfolio
|
Q1 2025
Reduced 0.61%
|
|
|
Twin Lakes Capital Management, LLC
Redwood Shores, CA |
Oct 20, 2025 Q3 2025 |
325
shares
|
$332,052
0.12% of portfolio
|
Q3 2021
New holding
|
|
|
Endeavor Private Wealth, Inc.
Topeka, KS |
Oct 22, 2025 Q3 2025 |
325
shares
|
$332,052
0.08% of portfolio
|
Q3 2025
Added 17.75%
|
|
|
Phillips Wealth Planners LLC
Starkville, MS |
Nov 07, 2025 Q3 2025 |
324
shares
|
$331,030
0.23% of portfolio
|
Q3 2025
Added 22.73%
|
|
|
Coppell Advisory Solutions Corp.
Coppell, TX |
May 15, 2024 Q1 2024 |
324
shares
|
$331,030
0.05% of portfolio
|
Q1 2024
New holding
|
|
|
25 LLC
St. Louis, MO |
Oct 16, 2025 Q3 2025 |
324
shares
|
$331,030
0.08% of portfolio
|
Q3 2025
Added 0.62%
|
|
|
Blue Path Capital Management, LLC
Atlanta, GA |
Oct 20, 2025 Q3 2025 |
324
shares
|
$331,030
0.1% of portfolio
|
Q3 2025
Reduced 20.2%
|
|
|
Buck Wealth Strategies, LLC
Denver, CO |
Nov 04, 2025 Q3 2025 |
324
shares
|
$331,030
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Conrad Siegel Investment Advisors, Inc.
|
Oct 16, 2025 Q3 2025 |
322
shares
|
$328,987
0.05% of portfolio
|
Q3 2025
Added 6.98%
|
|
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
Oct 17, 2025 Q3 2025 |
321
shares
|
$327,965
0.03% of portfolio
|
Q3 2025
Added 1.26%
|
|
|
Pfs Partners, LLC
Mine Hill, NJ |
Oct 16, 2025 Q3 2025 |
320
shares
|
$326,944
0.12% of portfolio
|
Q3 2025
Reduced 3.61%
|
|
|
Elite Life Management LLC
Erie, PA |
Oct 16, 2025 Q3 2025 |
320
shares
|
$326,944
0.54% of portfolio
|
Q3 2025
Reduced 15.34%
|
|
|
Aspen Capital Management, LLC
Boise, ID |
Nov 04, 2025 Q3 2025 |
320
shares
|
$326,944
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Fiduciary Wealth Partners, LLC
Newton, MA |
Oct 28, 2025 Q3 2025 |
320
shares
|
$326,944
0.1% of portfolio
|
Q3 2025
Added 26.98%
|
|
|
Ims Capital Management
|
Nov 17, 2025 Q3 2025 |
319
shares
|
$325,922
0.11% of portfolio
|
Q3 2025
Reduced 11.14%
|
|