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 4,507 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 |
|---|---|---|---|---|---|
|
Hollow Brook Wealth Management LLC
|
Nov 14, 2025 Q3 2025 |
266
shares
|
$271,772
0.05% of portfolio
|
Q4 2024
Reduced 44.58%
|
|
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
Nov 12, 2025 Q3 2025 |
266
shares
|
$271,772
0.07% of portfolio
|
Q3 2025
Reduced 2.92%
|
|
|
Sage Investment Advisers LLC
Poughkeepsie, NY |
Nov 04, 2024 Q3 2024 |
266
shares
|
$271,772
0.25% of portfolio
|
Q2 2024
Reduced 32.66%
|
|
|
Fortress Financial Group, LLC
Rochester, MN |
Nov 06, 2025 Q3 2025 |
266
shares
|
$271,772
0.16% of portfolio
|
Q2 2025
New holding
|
|
|
Optimum Investment Advisors
|
Oct 20, 2025 Q3 2025 |
265
shares
|
$270,750
0.08% of portfolio
|
Q3 2025
Added 1372.22%
|
|
|
Waterfront Wealth Inc.
|
Nov 05, 2025 Q3 2025 |
265
shares
|
$270,750
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Dld Asset Management, LP
New York, NY |
Nov 14, 2025 Q3 2025 |
265
shares
|
$270,750
0.03% of portfolio
|
Q3 2025
Reduced 87.48%
|
|
|
Legacy Advisory Services, LLC
Exton, PA |
Oct 30, 2025 Q3 2025 |
265
shares
|
$270,750
0.15% of portfolio
|
Q3 2025
New holding
|
|
|
Primoris Wealth Advisors, LLC
|
Oct 27, 2025 Q3 2025 |
264
shares
|
$269,728
0.14% of portfolio
|
Q3 2025
Added 1.15%
|
|
|
Artemis Wealth Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
264
shares
|
$269,728
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Ddfg, Inc
Thousand Oaks, CA |
Nov 05, 2025 Q3 2025 |
264
shares
|
$269,728
0.05% of portfolio
|
Q1 2024
New holding
|
|
|
Roxbury Financial LLC
Mount Arlington, NJ |
Jan 05, 2026 Q4 2025 |
264
shares
|
$269,728
0.26% of portfolio
|
Q4 2025
Added 10.0%
|
|
|
Life Goal Wealth Advisors
Saratoga Springs, NY |
Nov 24, 2025 Q3 2025 |
264
shares
|
$269,728
0.17% of portfolio
|
Q3 2025
Added 1.15%
|
|
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
Nov 12, 2025 Q3 2025 |
263
shares
|
$268,707
0.06% of portfolio
|
Q3 2025
Reduced 1.13%
|
|
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
Oct 21, 2025 Q3 2025 |
263
shares
|
$268,707
0.04% of portfolio
|
Q3 2025
Added 0.77%
|
|
|
Buska Wealth Management, LLC
Wausau, WI |
Nov 10, 2025 Q3 2025 |
263
shares
|
$268,707
0.06% of portfolio
|
Q3 2025
New holding
|
|
|
Eq Wealth Advisors, LLC
Dallas, TX |
Oct 27, 2025 Q3 2025 |
263
shares
|
$268,707
0.13% of portfolio
|
Q4 2024
New holding
|
|
|
Fermata Advisors, LLC
Sonoma, CA |
Oct 09, 2025 Q3 2025 |
262
shares
|
$267,685
0.06% of portfolio
|
Q3 2025
Reduced 40.59%
|
|
|
Knuff & CO LLC
Foster City, CA |
Nov 13, 2025 Q3 2025 |
262
shares
|
$267,685
0.06% of portfolio
|
Q3 2025
Reduced 59.82%
|
|
|
Signal Tree Financial Partners LLC
Copley, OH |
Nov 14, 2025 Q3 2025 |
260
shares
|
$265,642
0.17% of portfolio
|
Q2 2025
New holding
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
258
shares
|
$263,598
0.04% of portfolio
|
Q3 2023
Reduced 8.51%
|
|
|
Pacific Global Investment Management CO
|
Apr 24, 2025 Q1 2025 |
255
shares
|
$260,533
0.32% of portfolio
|
Q1 2025
Reduced 32.89%
|
|
|
Theory Financial LLC
Fort Collins, CO |
Oct 28, 2025 Q3 2025 |
255
shares
|
$260,533
0.08% of portfolio
|
Q3 2025
New holding
|
|
|
Clear Rock Advisors, LLC
Kerrville, TX |
Sep 03, 2024 Q2 2024 |
253
shares
|
$258,490
0.1% of portfolio
|
Q2 2024
New holding
|
|
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
Nov 14, 2025 Q3 2025 |
253
shares
|
$258,490
0.11% of portfolio
|
Q3 2025
Added 11.95%
|
|