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 |
|---|---|---|---|---|---|
|
Financial Network Wealth Advisors LLC
Murray, UT |
Oct 27, 2025 Q3 2025 |
212
shares
|
$216,600
0.18% of portfolio
|
Q3 2025
Added 6.0%
|
|
|
Dhjj Financial Advisors, Ltd.
|
Oct 20, 2025 Q3 2025 |
208
shares
|
$212,513
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
Oct 16, 2025 Q3 2025 |
208
shares
|
$212,513
0.09% of portfolio
|
Q3 2025
Added 0.97%
|
|
|
Ulland Investment Advisors, LLC
|
Nov 13, 2025 Q3 2025 |
207
shares
|
$211,491
0.12% of portfolio
|
Q3 2025
Added 3.5%
|
|
|
Dagco, Inc.
|
Oct 27, 2025 Q3 2025 |
203
shares
|
$207,405
0.04% of portfolio
|
Q3 2025
Added 24.54%
|
|
|
Db Wealth Management Group, LLC
San Diego, CA |
Jan 09, 2024 Q4 2023 |
200
shares
|
$204,340
0.07% of portfolio
|
Q4 2020
New holding
|
|
|
Harbor Asset Planning, Inc.
Belmont, MA |
Oct 17, 2025 Q3 2025 |
200
shares
|
$204,340
0.14% of portfolio
|
Q2 2025
New holding
|
|
|
Adapt Investment Managers Sa
Geneva, V8 |
Oct 29, 2025 Q3 2025 |
199
shares
|
$203,318
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
Oct 17, 2025 Q3 2025 |
197
shares
|
$201,274
0.04% of portfolio
|
Q3 2025
Added 3.68%
|
|
|
Noble Wealth Management Pbc
Greenwood Village, CO |
Jan 05, 2026 Q4 2025 |
196
shares
|
$200,253
0.15% of portfolio
|
Q4 2024
New holding
|
|
|
Bay Harbor Wealth Management, LLC
|
Oct 09, 2025 Q3 2025 |
195
shares
|
$199,231
0.04% of portfolio
|
Q3 2025
Added 9.55%
|
|
|
Kennebec Savings Bank
Augusta, ME |
Oct 09, 2025 Q3 2025 |
193
shares
|
$197,188
0.13% of portfolio
|
Q2 2025
Reduced 3.5%
|
|
|
First Hawaiian Bank
|
Jan 05, 2026 Q4 2025 |
188
shares
|
$192,079
0.03% of portfolio
|
Q4 2025
Reduced 61.94%
|
|
|
Bruce G. Allen Investments, LLC
Denver, CO |
Oct 30, 2025 Q3 2025 |
188
shares
|
$192,079
0.1% of portfolio
|
Q3 2025
Added 3.3%
|
|
|
Imprint Wealth LLC
Mount Pleasant, SC |
Nov 14, 2025 Q3 2025 |
186
shares
|
$190,036
0.45% of portfolio
|
Q3 2025
Reduced 95.65%
|
|
|
Graney & King, LLC
Latham, NY |
Nov 12, 2025 Q3 2025 |
182
shares
|
$185,949
0.1% of portfolio
|
Q3 2025
Added 0.55%
|
|
|
1620 Investment Advisors, Inc.
Plymouth, MA |
Oct 07, 2025 Q3 2025 |
181
shares
|
$184,927
0.1% of portfolio
|
Q3 2025
Reduced 7.65%
|
|
|
Pin Oak Investment Advisors Inc
Houston, TX |
Nov 17, 2025 Q3 2025 |
177
shares
|
$180,840
0.11% of portfolio
|
Q3 2025
Added 5.36%
|
|
|
Abich Financial Wealth Management LLC
Ashburn, VA |
Nov 06, 2025 Q3 2025 |
175
shares
|
$178,797
0.05% of portfolio
|
Q3 2025
New holding
|
|
|
Financial Life Planners
Tempe, AZ |
Nov 13, 2025 Q3 2025 |
175
shares
|
$178,797
0.09% of portfolio
|
Q3 2025
Reduced 85.44%
|
|
|
Strategic Advocates LLC
Logan, UT |
Nov 26, 2025 Q3 2025 |
173
shares
|
$176,754
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Heartwood Wealth Advisors LLC
|
Oct 06, 2025 Q3 2025 |
172
shares
|
$175,732
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Howard Hughes Medical Institute
Chevy Chase, MD |
Nov 14, 2025 Q3 2025 |
170
shares
|
$173,689
0.08% of portfolio
|
Q2 2025
New holding
|
|
|
Proathlete Wealth Management LLC
Boca Raton, FL |
Oct 07, 2025 Q3 2025 |
169
shares
|
$172,667
0.04% of portfolio
|
Q3 2025
Reduced 1.74%
|
|
|
Sachetta, LLC
Lynnfield, MA |
Oct 24, 2025 Q3 2025 |
167
shares
|
$170,623
0.05% of portfolio
|
Q3 2025
Reduced 11.17%
|
|