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 4,535 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 |
|---|---|---|---|---|---|
|
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%
|
|
|
Schaper Benz & Wise Investment Counsel Inc
|
Jan 12, 2026 Q4 2025 |
312
shares
|
$318,770
0.02% of portfolio
|
Q4 2025
New holding
|
|
|
Capstone Capital Wealth Advisors
Henderson, NV |
Oct 22, 2025 Q3 2025 |
312
shares
|
$318,770
0.16% of portfolio
|
Q3 2025
Added 0.97%
|
|
|
Sonata Capital Group Inc
|
Nov 12, 2025 Q3 2025 |
311
shares
|
$317,748
0.09% of portfolio
|
Q3 2025
Added 0.32%
|
|
|
Balance Wealth, LLC
Delaware, OH |
Oct 20, 2025 Q3 2025 |
311
shares
|
$317,748
0.06% of portfolio
|
Q3 2025
Reduced 16.62%
|
|
|
Veery Capital, LLC
|
Oct 14, 2025 Q3 2025 |
310
shares
|
$316,727
0.08% of portfolio
|
Q2 2025
Reduced 2.52%
|
|
|
Fsa Wealth Management LLC
Needham, MA |
Nov 17, 2025 Q3 2025 |
309
shares
|
$315,705
0.07% of portfolio
|
Q3 2025
Added 4.04%
|
|
|
Johnson Financial Group, LLC
Denver, CO |
Oct 30, 2025 Q3 2025 |
308
shares
|
$314,683
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Andina Capital Management, LLC
Lehi, UT |
Oct 30, 2025 Q3 2025 |
307
shares
|
$313,661
0.13% of portfolio
|
Q3 2025
Reduced 15.43%
|
|
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
Nov 12, 2025 Q3 2025 |
307
shares
|
$313,661
0.02% of portfolio
|
Q2 2025
Reduced 6.12%
|
|
|
Clarity Wealth Advisors, LLC
|
Oct 23, 2025 Q3 2025 |
306
shares
|
$312,640
0.05% of portfolio
|
Q3 2025
Reduced 0.65%
|
|
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
Jan 14, 2026 Q4 2025 |
306
shares
|
$312,640
0.07% of portfolio
|
Q3 2025
Added 5.15%
|
|
|
Templeton & Phillips Capital Management, LLC
Lookout Mountain, TN |
Nov 06, 2025 Q3 2025 |
306
shares
|
$312,640
0.17% of portfolio
|
Q1 2024
New holding
|
|
|
Bravias Capital Group, LLC
Iselin, NJ |
Oct 20, 2025 Q3 2025 |
306
shares
|
$312,640
0.16% of portfolio
|
Q3 2025
Added 17.24%
|
|
|
Greykasell Wealth Strategies, Inc.
Danville, CA |
Nov 04, 2025 Q3 2025 |
306
shares
|
$312,640
0.1% of portfolio
|
Q3 2025
Reduced 12.82%
|
|
|
Custom Index Systems, LLC
New York, NY |
Oct 29, 2025 Q3 2025 |
305
shares
|
$311,618
0.07% of portfolio
|
Q3 2025
New holding
|
|
|
Sterneck Capital Management, LLC
Kansas City, MO |
Oct 24, 2025 Q3 2025 |
304
shares
|
$310,596
0.11% of portfolio
|
Q1 2025
Reduced 3.8%
|
|