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 |
|---|---|---|---|---|---|
|
Arthur M. Cohen & Associates, LLC
|
Oct 14, 2025 Q3 2025 |
22,846
shares
|
$23.3 Million
3.04% of portfolio
|
Q3 2025
Added 0.53%
|
|
|
Peachtree Investment Partners, LLC
Vero Beach, FL |
Oct 31, 2025 Q3 2025 |
22,822
shares
|
$23.3 Million
6.08% of portfolio
|
Q3 2025
Reduced 8.48%
|
|
|
Gw&K Investment Management, LLC
Boston, MA |
Nov 12, 2025 Q3 2025 |
22,819
shares
|
$23.3 Million
0.15% of portfolio
|
Q3 2025
Reduced 6.01%
|
|
|
683 Capital Management, LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
22,750
shares
|
$23.2 Million
1.03% of portfolio
|
Q3 2025
Added 28.17%
|
|
|
Cypress Asset Management Inc
Houston, TX |
Nov 10, 2025 Q3 2025 |
22,701
shares
|
$23.2 Million
4.04% of portfolio
|
Q3 2025
Reduced 1.06%
|
|
|
Sound View Wealth Advisors Group, LLC
|
Jan 08, 2026 Q4 2025 |
22,689
shares
|
$23.2 Million
1.58% of portfolio
|
Q4 2025
Reduced 0.61%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Nov 14, 2025 Q3 2025 |
22,563
shares
|
$23.1 Million
0.2% of portfolio
|
Q3 2025
Added 643.43%
|
|
|
Walter & Keenan Wealth Management LLC
|
Nov 13, 2025 Q3 2025 |
22,538
shares
|
$23 Million
4.84% of portfolio
|
Q3 2025
Added 1.09%
|
|
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
Nov 13, 2025 Q3 2025 |
22,512
shares
|
$23 Million
0.33% of portfolio
|
Q3 2025
Reduced 74.67%
|
|
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
May 07, 2025 Q1 2025 |
22,466
shares
|
$23 Million
2.23% of portfolio
|
Q1 2025
Added 1.45%
|
|
|
Cozad Asset Management Inc
Champaign, IL |
Nov 10, 2025 Q3 2025 |
22,457
shares
|
$22.9 Million
1.42% of portfolio
|
Q3 2025
Added 3.51%
|
|
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
Oct 29, 2025 Q3 2025 |
22,456
shares
|
$22.9 Million
1.53% of portfolio
|
Q3 2025
Added 109.58%
|
|
|
Chesley Taft & Associates LLC
|
Jan 14, 2026 Q4 2025 |
22,441
shares
|
$22.9 Million
0.93% of portfolio
|
Q4 2025
Added 7.26%
|
|
|
Huber Capital Management LLC
El Segundo, CA |
Nov 13, 2025 Q3 2025 |
22,437
shares
|
$22.9 Million
2.77% of portfolio
|
Q2 2024
Reduced 2.6%
|
|
|
Baker Avenue Asset Management, LP
|
Oct 30, 2025 Q3 2025 |
22,387
shares
|
$22.9 Million
0.34% of portfolio
|
Q3 2025
Added 23.11%
|
|
|
Montag A & Associates Inc
Atlanta, GA |
Nov 12, 2025 Q3 2025 |
22,303
shares
|
$22.8 Million
0.8% of portfolio
|
Q3 2025
Reduced 1.48%
|
|
|
Moors & Cabot, Inc.
Boston, MA |
Nov 14, 2025 Q3 2025 |
22,295
shares
|
$22.8 Million
0.79% of portfolio
|
Q3 2025
Added 1.29%
|
|
|
Capstone Investment Advisors, LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
22,288
shares
|
$22.8 Million
0.03% of portfolio
|
Q3 2025
Added 79.96%
|
|
|
Mirova
Paris, I0 |
Dec 29, 2025 Q3 2025 |
22,128
shares
|
$22.6 Million
2.46% of portfolio
|
Q3 2025
Reduced 23.3%
|
|
|
Warther Private Wealth, LLC
Akron, OH |
Nov 14, 2025 Q3 2025 |
22,101
shares
|
$22.6 Million
3.99% of portfolio
|
Q3 2025
Added 734.63%
|
|
|
Covington Investment Advisors Inc.
Ligonier, PA |
Nov 12, 2025 Q3 2025 |
21,997
shares
|
$22.5 Million
2.2% of portfolio
|
Q3 2025
Added 1.77%
|
|
|
Wealth Advisory Solutions, LLC
|
Jan 16, 2026 Q4 2025 |
21,964
shares
|
$22.4 Million
5.28% of portfolio
|
Q4 2025
Reduced 0.78%
|
|
|
Chronos Wealth Management, LLC
|
Oct 21, 2025 Q3 2025 |
21,959
shares
|
$22.4 Million
8.38% of portfolio
|
Q3 2025
Reduced 1.68%
|
|
|
Gamma Investing LLC
Foster City, CA |
Jan 02, 2026 Q4 2025 |
21,821
shares
|
$22.3 Million
1.18% of portfolio
|
Q4 2025
Added 27.01%
|
|
|
Becker Capital Management Inc
|
Nov 12, 2025 Q3 2025 |
21,677
shares
|
$22.1 Million
0.5% of portfolio
|
Q3 2025
Added 6.66%
|
|