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 4,516 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 |
|---|---|---|---|---|---|
|
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%
|
|
|
Cornerstone Wealth Advisors, Inc.
|
Oct 15, 2025 Q3 2025 |
318
shares
|
$324,900
0.06% of portfolio
|
Q1 2025
Reduced 4.5%
|
|
|
Erts Wealth Advisors, LLC
|
Oct 27, 2025 Q3 2025 |
318
shares
|
$324,900
0.08% of portfolio
|
Q1 2024
New holding
|
|
|
Infrastructure Capital Advisors, LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
318
shares
|
$324,900
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Hill Island Financial LLC
Grand Rapids, MI |
Nov 07, 2025 Q3 2025 |
318
shares
|
$324,900
0.08% of portfolio
|
Q3 2025
Reduced 27.23%
|
|
|
Paladin Advisory Group, LLC
|
Nov 05, 2025 Q3 2025 |
317
shares
|
$323,878
0.19% of portfolio
|
Q2 2025
Reduced 28.44%
|
|
|
Mcintyre Freedman & Flynn Investment Advisers Inc
Orleans, MA |
Nov 13, 2025 Q3 2025 |
317
shares
|
$323,878
0.15% of portfolio
|
Q3 2025
New holding
|
|
|
Coulter & Justus Financial Services, LLC
|
May 03, 2024 Q1 2024 |
316
shares
|
$322,857
0.05% of portfolio
|
Q1 2024
Reduced 47.42%
|
|
|
Peak Financial Management, Inc.
|
Oct 09, 2025 Q3 2025 |
316
shares
|
$322,857
0.07% of portfolio
|
Q3 2025
Added 10.49%
|
|
|
Bochk Asset Management LTD
Hong Kong, K3 |
Nov 12, 2025 Q3 2025 |
316
shares
|
$322,857
0.06% of portfolio
|
Q3 2025
Reduced 36.8%
|
|
|
Finley Financial, LLC
Las Vegas, NV |
Oct 23, 2025 Q3 2025 |
316
shares
|
$322,857
0.11% of portfolio
|
Q3 2025
Reduced 24.04%
|
|
|
One Ascent Investment Solutions LLC
Birmingham, AL |
Nov 03, 2025 Q3 2025 |
316
shares
|
$322,857
0.28% of portfolio
|
Q3 2025
Reduced 3.95%
|
|
|
Curated Wealth Partners LLC
|
Oct 09, 2025 Q3 2025 |
315
shares
|
$321,835
0.03% of portfolio
|
Q3 2025
Reduced 41.67%
|
|
|
Mraz, Amerine & Associates, Inc.
|
Nov 06, 2025 Q3 2025 |
315
shares
|
$321,835
0.04% of portfolio
|
Q3 2025
Added 0.96%
|
|
|
Intergy Private Wealth, LLC
|
Oct 14, 2025 Q3 2025 |
314
shares
|
$320,813
0.08% of portfolio
|
Q3 2025
Added 6.08%
|
|
|
Helen Stephens Group, LLC
|
Jan 05, 2026 Q4 2025 |
314
shares
|
$320,813
0.07% of portfolio
|
Q4 2024
Reduced 19.49%
|
|
|
Amj Financial Wealth Management
Leesburg, VA |
Nov 10, 2025 Q3 2025 |
314
shares
|
$320,813
0.06% of portfolio
|
Q1 2025
Reduced 2.18%
|
|
|
Puff Wealth Management, LLC
Haddonfield, NJ |
Jan 07, 2026 Q4 2025 |
314
shares
|
$320,813
0.44% of portfolio
|
Q4 2025
Added 5.72%
|
|
|
Switch Point Financial Planning, LLC
Lehi, UT |
Nov 13, 2025 Q3 2025 |
314
shares
|
$320,813
0.17% of portfolio
|
Q3 2025
Added 2.28%
|
|
|
X Square Capital, LLC
|
Nov 10, 2025 Q3 2025 |
313
shares
|
$319,792
0.07% of portfolio
|
Q2 2025
Added 0.64%
|
|
|
Mwa Asset Management
Lexington, MA |
Nov 03, 2025 Q3 2025 |
313
shares
|
$319,792
0.13% of portfolio
|
Q3 2025
Reduced 57.59%
|
|
|
Joule Financial, LLC
|
Nov 03, 2025 Q3 2025 |
312
shares
|
$318,770
0.07% of portfolio
|
Q1 2025
Added 8.33%
|
|
|
Evolution Wealth Advisors, LLC
|
Oct 28, 2025 Q3 2025 |
312
shares
|
$318,770
0.03% of portfolio
|
Q3 2025
Added 0.97%
|
|