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 4,554 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 |
|---|---|---|---|---|---|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Nov 14, 2025 Q3 2025 |
57,064
shares
|
$58.3 Million
0.32% of portfolio
|
Q3 2025
Added 7.42%
|
|
|
Hb Wealth Management, LLC
|
Oct 23, 2025 Q3 2025 |
56,869
shares
|
$58.1 Million
0.3% of portfolio
|
Q3 2025
Added 7.7%
|
|
|
Associated Banc Corp
Green Bay, WI |
Oct 24, 2025 Q3 2025 |
56,638
shares
|
$57.9 Million
1.19% of portfolio
|
Q3 2025
Added 2.3%
|
|
|
South Dakota Investment Council
Sioux Falls, SD |
Nov 12, 2025 Q3 2025 |
56,457
shares
|
$57.7 Million
0.84% of portfolio
|
Q3 2025
Reduced 10.12%
|
|
|
Vident Advisory, LLC
Alpharetta, GA |
Nov 14, 2025 Q3 2025 |
56,356
shares
|
$57.6 Million
0.41% of portfolio
|
Q3 2025
Added 12.63%
|
|
|
Bokf, Na
Tulsa, OK |
Nov 13, 2025 Q3 2025 |
56,225
shares
|
$57.4 Million
0.65% of portfolio
|
Q3 2025
Reduced 0.4%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
56,224
shares
|
$57.4 Million
0.25% of portfolio
|
Q2 2025
Reduced 0.07%
|
|
|
Stonegate Investment Group, LLC
Birmingham, AL |
Nov 03, 2025 Q3 2025 |
55,896
shares
|
$57.1 Million
1.02% of portfolio
|
Q3 2025
Reduced 2.91%
|
|
|
Dowling & Yahnke LLC
San Diego, CA |
Nov 02, 2022 Q3 2022 |
55,632
shares
|
$56.8 Million
8.37% of portfolio
|
Q3 2022
Reduced 0.07%
|
|
|
J.P. Marvel Investment Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
55,615
shares
|
$56.8 Million
6.44% of portfolio
|
Q3 2025
Reduced 0.2%
|
|
|
Assetmark, Inc
|
Nov 06, 2025 Q3 2025 |
55,360
shares
|
$56.6 Million
0.09% of portfolio
|
Q3 2025
Added 6.02%
|
|
|
Empowered Funds, LLC
|
Nov 13, 2025 Q3 2025 |
55,238
shares
|
$56.4 Million
0.45% of portfolio
|
Q3 2025
Added 27.44%
|
|
|
Aptus Capital Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
54,794
shares
|
$56 Million
0.33% of portfolio
|
Q3 2025
Added 2.53%
|
|
|
Traynor Capital Management, Inc.
|
Jan 12, 2026 Q4 2025 |
54,643
shares
|
$55.8 Million
3.06% of portfolio
|
Q4 2025
Reduced 0.13%
|
|
|
Northeast Investment Management
|
Nov 07, 2025 Q3 2025 |
54,142
shares
|
$55.3 Million
1.72% of portfolio
|
Q3 2025
Reduced 0.87%
|
|
|
Foster Dykema Cabot & CO Inc
|
Nov 14, 2023 Q3 2023 |
53,922
shares
|
$55.1 Million
3.5% of portfolio
|
Q3 2023
Reduced 0.21%
|
|
|
Flputnam Investment Management CO
Portland, ME |
Oct 10, 2025 Q3 2025 |
53,814
shares
|
$55 Million
0.63% of portfolio
|
Q3 2025
Added 104.1%
|
|
|
Savant Capital, LLC
|
Nov 04, 2025 Q3 2025 |
53,627
shares
|
$54.8 Million
0.23% of portfolio
|
Q3 2025
Added 0.07%
|
|
|
Rhenman & Partners Asset Management Ab
Stockholm, V7 |
Nov 13, 2025 Q3 2025 |
53,420
shares
|
$54.6 Million
4.77% of portfolio
|
Q3 2025
Reduced 7.69%
|
|
|
Cornerstone Advisors, LLC
Asheville, NC |
Nov 07, 2025 Q3 2025 |
53,400
shares
|
$54.6 Million
1.36% of portfolio
|
Q3 2025
Reduced 2.02%
|
|
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
Nov 13, 2025 Q3 2025 |
53,150
shares
|
$54.3 Million
0.64% of portfolio
|
Q3 2025
Reduced 0.06%
|
|
|
Prospera Financial Services Inc
|
Nov 06, 2025 Q3 2025 |
53,110
shares
|
$54.3 Million
0.73% of portfolio
|
Q3 2025
Added 18.12%
|
|
|
Windsor Group LTD
|
Oct 24, 2023 Q3 2023 |
53,054
shares
|
$54.2 Million
5.22% of portfolio
|
Q3 2023
Reduced 12.31%
|
|
|
First American Bank
Dundee, IL |
Oct 20, 2025 Q3 2025 |
52,156
shares
|
$53.3 Million
2.5% of portfolio
|
Q3 2025
Reduced 1.64%
|
|
|
Metis Global Partners, LLC
|
Nov 06, 2025 Q3 2025 |
52,086
shares
|
$53.2 Million
0.96% of portfolio
|
Q3 2025
Reduced 4.26%
|
|