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 |
|---|---|---|---|---|---|
|
Prudent Man Investment Management, Inc.
Louisville, CO |
Nov 05, 2025 Q3 2025 |
62
shares
|
$63,345
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
60
shares
|
$61,302
0.02% of portfolio
|
Q3 2023
Added 5.26%
|
|
|
Gordian Capital Singapore Pte LTD
Singapore, U0 |
Nov 13, 2025 Q3 2025 |
60
shares
|
$61,302
0.07% of portfolio
|
Q3 2025
Added 500.0%
|
|
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
Nov 18, 2025 Q3 2025 |
60
shares
|
$61,302
0.01% of portfolio
|
Q3 2025
Added 140.0%
|
|
|
Cgc Financial Services, LLC
Lake Oswego, OR |
Oct 24, 2025 Q3 2025 |
55
shares
|
$56,193
0.01% of portfolio
|
Q2 2025
Reduced 48.11%
|
|
|
Tidemark, LLC
San Diego, CA |
Nov 03, 2025 Q3 2025 |
55
shares
|
$56,193
0.01% of portfolio
|
Q3 2025
Added 7.84%
|
|
|
Manning & Napier Advisors LLC
Fairport, NY |
Oct 27, 2025 Q3 2025 |
55
shares
|
$56,193
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Creative Capital Management Investments LLC
San Diego, CA |
Oct 23, 2025 Q3 2025 |
52
shares
|
$53,128
0.01% of portfolio
|
Q2 2024
Added 6.12%
|
|
|
St. Johns Investment Management Company, LLC
|
Oct 27, 2025 Q3 2025 |
51
shares
|
$52,106
0.02% of portfolio
|
Q3 2024
Reduced 54.05%
|
|
|
Redmont Wealth Advisors LLC
Chicago, IL |
Nov 07, 2025 Q3 2025 |
51
shares
|
$52,106
0.06% of portfolio
|
Q3 2025
New holding
|
|
|
Western Pacific Wealth Management, LP
|
Oct 21, 2025 Q3 2025 |
50
shares
|
$51,085
0.04% of portfolio
|
Q1 2022
New holding
|
|
|
Norwood Financial Corp
|
Apr 16, 2024 Q1 2024 |
50
shares
|
$51,085
0.06% of portfolio
|
Q1 2024
Reduced 28.57%
|
|
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
Jul 24, 2024 Q2 2024 |
50
shares
|
$51,085
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Team Financial Group, LLC
Temecula, CA |
Oct 06, 2025 Q3 2025 |
48
shares
|
$49,041
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Bare Financial Services, Inc
Gap, PA |
Nov 10, 2025 Q3 2025 |
48
shares
|
$49,041
0.01% of portfolio
|
Q3 2025
Added 20.0%
|
|
|
Hopwood Financial Services, Inc.
Reston, VA |
Nov 05, 2025 Q3 2025 |
47
shares
|
$48,019
0.02% of portfolio
|
Q3 2025
Added 113.64%
|
|
|
West Financial Advisors, LLC
|
Oct 14, 2025 Q3 2025 |
46
shares
|
$46,998
0.01% of portfolio
|
Q4 2024
Reduced 29.23%
|
|
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
Feb 13, 2025 Q4 2024 |
46
shares
|
$46,998
0.02% of portfolio
|
Q4 2024
Reduced 84.46%
|
|
|
Img Wealth Management, Inc.
Jacksonville, FL |
Nov 05, 2025 Q3 2025 |
45
shares
|
$45,976
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Wealth Preservation Advisors, LLC
Chattanooga, TN |
Nov 14, 2025 Q3 2025 |
45
shares
|
$45,976
0.02% of portfolio
|
Q3 2025
Added 12.5%
|
|
|
Manitou Investment Management Ltd.
Toronto, A6 |
Oct 17, 2025 Q3 2025 |
40
shares
|
$40,868
0.01% of portfolio
|
Q3 2023
New holding
|
|
|
Wunderlich Capital Managemnt
Memphis, TN |
Aug 14, 2024 Q2 2024 |
40
shares
|
$40,868
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Stephens Consulting, LLC
Flint, MI |
Oct 15, 2025 Q3 2025 |
40
shares
|
$40,868
0.01% of portfolio
|
Q3 2025
Reduced 36.51%
|
|
|
Financial Gravity Companies, Inc.
Lakeway, TX |
Aug 08, 2025 Q2 2025 |
40
shares
|
$40,868
0.01% of portfolio
|
Q2 2025
Added 300.0%
|
|
|
Decker Retirement Planning Inc.
Levi, UT |
Oct 27, 2025 Q3 2025 |
40
shares
|
$40,868
0.02% of portfolio
|
Q3 2025
Reduced 33.33%
|
|