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 |
|---|---|---|---|---|---|
|
Mc Gowan Group Asset Management, Inc.
Dallas, TX |
Nov 13, 2025 Q3 2025 |
21,574
shares
|
$22 Million
2.56% of portfolio
|
Q3 2025
Reduced 0.15%
|
|
|
Tema Etfs LLC
New York, NY |
Jan 16, 2026 Q4 2025 |
21,507
shares
|
$22 Million
1.79% of portfolio
|
Q4 2025
Reduced 7.43%
|
|
|
Ferguson Wellman Capital Management, Inc
|
Jan 12, 2026 Q4 2025 |
21,503
shares
|
$22 Million
0.37% of portfolio
|
Q4 2025
Added 2.62%
|
|
|
Summit Trail Advisors, LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
21,466
shares
|
$21.9 Million
0.23% of portfolio
|
Q3 2025
Added 11.67%
|
|
|
Mufg Securities Americas Inc.
New York, NY |
Nov 10, 2025 Q3 2025 |
21,439
shares
|
$21.9 Million
1.06% of portfolio
|
Q3 2025
Added 22.97%
|
|
|
Everence Capital Management Inc
|
Oct 01, 2025 Q3 2025 |
21,410
shares
|
$21.9 Million
0.98% of portfolio
|
Q3 2025
Added 0.28%
|
|
|
Arkadios Wealth Advisors
|
Oct 29, 2025 Q3 2025 |
21,407
shares
|
$21.9 Million
0.43% of portfolio
|
Q3 2025
Added 21.31%
|
|
|
Caldwell Trust CO
Venice, FL |
Oct 23, 2025 Q3 2025 |
21,316
shares
|
$21.8 Million
1.52% of portfolio
|
Q3 2025
Reduced 3.47%
|
|
|
Great Lakes Advisors, LLC
Chicago, IL |
Nov 03, 2025 Q3 2025 |
21,303
shares
|
$21.8 Million
0.15% of portfolio
|
Q3 2025
Reduced 10.39%
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
Nov 04, 2025 Q3 2025 |
21,245
shares
|
$21.7 Million
0.42% of portfolio
|
Q3 2025
Added 15.81%
|
|
|
Chicago Partners Investment Group LLC
|
Oct 29, 2025 Q3 2025 |
21,242
shares
|
$21.7 Million
0.46% of portfolio
|
Q3 2025
Reduced 0.38%
|
|
|
Partnership Wealth Management, LLC
Towson, MD |
Jan 09, 2026 Q4 2025 |
21,237
shares
|
$21.7 Million
16.43% of portfolio
|
Q4 2025
Added 0.0%
|
|
|
Hancock Whitney Corp
|
Nov 17, 2025 Q3 2025 |
21,220
shares
|
$21.7 Million
0.3% of portfolio
|
Q3 2025
Reduced 38.38%
|
|
|
Raub Brock Capital Management LP
|
Jan 15, 2026 Q4 2025 |
21,180
shares
|
$21.6 Million
4.95% of portfolio
|
Q4 2025
Reduced 3.29%
|
|
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
Nov 13, 2025 Q3 2025 |
21,083
shares
|
$21.5 Million
1.09% of portfolio
|
Q3 2025
Reduced 3.2%
|
|
|
Banque Cantonale Vaudoise
|
Nov 13, 2025 Q3 2025 |
21,043
shares
|
$21.5 Million
0.63% of portfolio
|
Q3 2025
Added 3.58%
|
|
|
Nan Shan Life Insurance Co., Ltd.
Taipei City, F5 |
Nov 14, 2025 Q3 2025 |
21,004
shares
|
$21.5 Million
0.35% of portfolio
|
Q3 2025
Reduced 42.76%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Nov 07, 2025 Q3 2025 |
20,940
shares
|
$21.4 Million
0.35% of portfolio
|
Q3 2025
Added 0.99%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
Oct 22, 2025 Q3 2025 |
20,931
shares
|
$21.4 Million
0.64% of portfolio
|
Q3 2025
Added 20.66%
|
|
|
Copeland Capital Management, LLC
|
Oct 17, 2025 Q3 2025 |
20,902
shares
|
$21.4 Million
0.34% of portfolio
|
Q3 2025
Reduced 3.26%
|
|
|
Ea Series Trust
Havertown, PA |
Jul 27, 2023 Q2 2023 |
20,882
shares
|
$21.3 Million
0.34% of portfolio
|
Q2 2023
New holding
|
|
|
Lmcg Investments, LLC
Boston, MA |
Oct 28, 2025 Q3 2025 |
20,868
shares
|
$21.3 Million
0.96% of portfolio
|
Q3 2025
Added 84.48%
|
|
|
Trust Investment Advisors
|
Nov 24, 2025 Q3 2025 |
20,793
shares
|
$21.2 Million
9.39% of portfolio
|
Q3 2025
Added 0.05%
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
20,767
shares
|
$21.2 Million
0.21% of portfolio
|
Q2 2024
Added 0.5%
|
|
|
Woodmont Investment Counsel LLC
Nashville, TN |
Nov 04, 2025 Q3 2025 |
20,717
shares
|
$21.2 Million
1.06% of portfolio
|
Q3 2025
Added 4.05%
|
|