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 |
|---|---|---|---|---|---|
|
Global Retirement Partners, LLC
|
Oct 21, 2025 Q3 2025 |
18,023
shares
|
$18.4 Million
0.32% of portfolio
|
Q3 2025
Reduced 13.05%
|
|
|
Sierra Summit Advisors LLC
Incline Village, NV |
Nov 12, 2025 Q3 2025 |
17,920
shares
|
$18.3 Million
2.08% of portfolio
|
Q3 2025
Added 10.29%
|
|
|
Sky Oak Wealth, LLC
|
Oct 23, 2025 Q3 2025 |
17,882
shares
|
$18.3 Million
2.6% of portfolio
|
Q3 2025
Reduced 2.34%
|
|
|
Winthrop Capital Management, LLC
Carmel, IN |
Nov 13, 2025 Q3 2025 |
17,835
shares
|
$18.2 Million
3.29% of portfolio
|
Q3 2025
Added 0.99%
|
|
|
Ascent Group, LLC
|
Oct 20, 2025 Q3 2025 |
17,821
shares
|
$18.2 Million
0.51% of portfolio
|
Q3 2025
Added 3.33%
|
|
|
Rice Partnership, LLC
|
Nov 10, 2025 Q3 2025 |
17,802
shares
|
$18.2 Million
2.04% of portfolio
|
Q3 2025
Reduced 4.36%
|
|
|
Dynamic Advisor Solutions LLC
|
Jan 08, 2026 Q4 2025 |
17,764
shares
|
$18.1 Million
0.61% of portfolio
|
Q4 2025
Added 33.96%
|
|
|
Key Bridge Compliance, LLC
Covington, KY |
Oct 13, 2023 Q3 2023 |
17,721
shares
|
$18.1 Million
2.98% of portfolio
|
Q3 2023
New holding
|
|
|
Hemenway Trust CO LLC
|
Nov 07, 2025 Q3 2025 |
17,707
shares
|
$18.1 Million
1.09% of portfolio
|
Q3 2025
Added 48.11%
|
|
|
Soa Wealth Advisors, Llc.
|
Oct 21, 2025 Q3 2025 |
17,675
shares
|
$18.1 Million
1.4% of portfolio
|
Q3 2025
Reduced 0.6%
|
|
|
Ifp Advisors, Inc
|
Dec 02, 2025 Q3 2025 |
17,615
shares
|
$18 Million
0.37% of portfolio
|
Q3 2025
Added 13.22%
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
Nov 10, 2025 Q3 2025 |
17,604
shares
|
$18 Million
1.85% of portfolio
|
Q3 2025
Added 0.54%
|
|
|
Montag & Caldwell, LLC
Atlanta, GA |
Aug 14, 2025 Q2 2025 |
17,546
shares
|
$17.9 Million
3.1% of portfolio
|
Q2 2025
Added 36.92%
|
|
|
Vestmark Advisory Solutions, Inc.
|
Nov 10, 2025 Q3 2025 |
17,545
shares
|
$17.9 Million
0.28% of portfolio
|
Q3 2025
Added 33.47%
|
|
|
Plato Investment Management LTD
Sydney, C3 |
Nov 05, 2025 Q3 2025 |
17,492
shares
|
$17.9 Million
0.9% of portfolio
|
Q2 2025
Added 6.3%
|
|
|
Gouws Capital LLC
|
Oct 30, 2025 Q3 2025 |
17,484
shares
|
$17.9 Million
7.37% of portfolio
|
Q3 2025
Added 1.97%
|
|
|
Redpoint Investment Management Pty LTD
|
Oct 14, 2022 Q3 2022 |
17,414
shares
|
$17.8 Million
0.82% of portfolio
|
Q3 2022
Reduced 13.59%
|
|
|
Founders Grove Wealth Partners, LLC
Richmond, VA |
Jan 12, 2026 Q4 2025 |
17,414
shares
|
$17.8 Million
4.21% of portfolio
|
Q4 2025
Reduced 18.51%
|
|
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
Oct 27, 2025 Q3 2025 |
17,408
shares
|
$17.8 Million
0.45% of portfolio
|
Q3 2025
Added 189.55%
|
|
|
Hbk Sorce Advisory LLC
Erie, PA |
Oct 16, 2025 Q3 2025 |
17,399
shares
|
$17.8 Million
0.44% of portfolio
|
Q3 2025
Reduced 9.77%
|
|
|
Rowland & CO Investment Counsel
Atlanta, GA |
Oct 01, 2025 Q3 2025 |
17,397
shares
|
$17.8 Million
2.68% of portfolio
|
Q3 2025
Reduced 8.78%
|
|
|
Meeder Advisory Services, Inc.
Dublin, OH |
Oct 24, 2025 Q3 2025 |
17,374
shares
|
$17.8 Million
0.62% of portfolio
|
Q3 2025
Added 0.85%
|
|
|
Pallas Capital Advisors LLC
Braintree, MA |
Jan 14, 2026 Q4 2025 |
17,339
shares
|
$17.7 Million
0.65% of portfolio
|
Q4 2025
Reduced 3.28%
|
|
|
Meeder Asset Management Inc
|
Oct 24, 2025 Q3 2025 |
17,328
shares
|
$17.7 Million
0.76% of portfolio
|
Q3 2025
Reduced 18.38%
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Oct 31, 2025 Q3 2025 |
17,278
shares
|
$17.7 Million
1.07% of portfolio
|
Q3 2025
Reduced 2.43%
|
|