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 |
|---|---|---|---|---|---|
|
Clari Vest Asset Management LLC
San Diego, CA |
Nov 12, 2024 Q3 2024 |
14,487
shares
|
$14.8 Million
1.28% of portfolio
|
Q2 2024
Reduced 3.14%
|
|
|
Strategic Wealth Partners, Ltd.
Independence, OH |
Nov 14, 2025 Q3 2025 |
14,440
shares
|
$14.8 Million
0.93% of portfolio
|
Q3 2025
Reduced 18.04%
|
|
|
Sheets Smith Wealth Management
|
Oct 16, 2025 Q3 2025 |
14,423
shares
|
$14.7 Million
1.29% of portfolio
|
Q3 2025
Added 1.67%
|
|
|
Finer Wealth Management, Inc.
Salem, MA |
Nov 04, 2025 Q3 2025 |
14,410
shares
|
$14.7 Million
5.64% of portfolio
|
Q3 2025
Reduced 1.06%
|
|
|
Cmh Wealth Management LLC
|
Jan 13, 2026 Q4 2025 |
14,311
shares
|
$14.6 Million
3.37% of portfolio
|
Q4 2025
Reduced 3.15%
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
Nov 14, 2025 Q3 2025 |
14,250
shares
|
$14.6 Million
0.9% of portfolio
|
Q3 2025
Added 1.39%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Oct 23, 2025 Q3 2025 |
14,225
shares
|
$14.5 Million
0.54% of portfolio
|
Q3 2025
Reduced 0.77%
|
|
|
Strategic Capital Advisers, Inc.
|
Jul 18, 2022 Q2 2022 |
14,214
shares
|
$14.5 Million
3.81% of portfolio
|
Q2 2022
Added 1.1%
|
|
|
First National Bank Of Mount Dora, Trust Investment Services
|
Jul 29, 2025 Q2 2025 |
14,131
shares
|
$14.4 Million
2.59% of portfolio
|
Q2 2025
Added 0.27%
|
|
|
Gimbal Financial
Carmel, IN |
Nov 04, 2025 Q3 2025 |
14,094
shares
|
$14.4 Million
6.46% of portfolio
|
Q3 2025
Reduced 17.87%
|
|
|
Mission Wealth Management, LP
|
Nov 04, 2025 Q3 2025 |
14,059
shares
|
$14.4 Million
0.22% of portfolio
|
Q3 2025
Reduced 9.19%
|
|
|
Hennion & Walsh Asset Management, Inc.
|
Jan 14, 2026 Q4 2025 |
14,055
shares
|
$14.4 Million
0.53% of portfolio
|
Q4 2025
Reduced 2.97%
|
|
|
Mizuho Markets Americas LLC
|
Oct 29, 2025 Q3 2025 |
14,000
shares
|
$14.3 Million
0.19% of portfolio
|
Q3 2025
New holding
|
|
|
Sea Crest Wealth Management, LLC
Purchase, NY |
Jan 12, 2026 Q4 2025 |
13,950
shares
|
$14.3 Million
1.56% of portfolio
|
Q4 2025
Added 0.39%
|
|
|
Sirios Capital Management L P
Boston, MA |
Nov 14, 2025 Q3 2025 |
13,926
shares
|
$14.2 Million
1.67% of portfolio
|
Q3 2025
Added 13.25%
|
|
|
Pko Investment Management Joint Stock CO
Warsaw, R9 |
Oct 27, 2025 Q3 2025 |
13,926
shares
|
$14.2 Million
0.91% of portfolio
|
Q3 2025
Reduced 3.47%
|
|
|
Marietta Wealth Management, LLC
|
Oct 20, 2025 Q3 2025 |
13,910
shares
|
$14.2 Million
1.39% of portfolio
|
Q3 2025
Added 3.01%
|
|
|
Cubist Systematic Strategies, LLC
Stamford, CT |
Nov 14, 2025 Q3 2025 |
13,889
shares
|
$14.2 Million
0.05% of portfolio
|
Q3 2025
Added 29.07%
|
|
|
Congress Asset Management CO
|
Jan 09, 2026 Q4 2025 |
13,817
shares
|
$14.1 Million
0.1% of portfolio
|
Q4 2025
Reduced 7.04%
|
|
|
Altfest L J & CO Inc
|
Oct 21, 2025 Q3 2025 |
13,802
shares
|
$14.1 Million
1.43% of portfolio
|
Q3 2025
Added 31.69%
|
|
|
Asset Planning,Inc
Cypress, CA |
Oct 23, 2025 Q3 2025 |
13,799
shares
|
$14.1 Million
7.62% of portfolio
|
Q3 2025
Reduced 1.31%
|
|
|
Knollwood Investment Advisory, LLC
Hunt Valley, MD |
Nov 13, 2025 Q3 2025 |
13,717
shares
|
$14 Million
0.94% of portfolio
|
Q3 2025
Added 0.87%
|
|
|
King Wealth
Saratoga Springs, NY |
Nov 07, 2025 Q3 2025 |
13,691
shares
|
$14 Million
1.31% of portfolio
|
Q3 2025
Reduced 17.21%
|
|
|
Fulton Bank, N.A.
|
Jan 08, 2026 Q4 2025 |
13,647
shares
|
$13.9 Million
1.02% of portfolio
|
Q4 2025
Added 7.25%
|
|
|
Fundamentun, LLC
Beachwood, OH |
Nov 06, 2025 Q3 2025 |
13,613
shares
|
$13.9 Million
0.47% of portfolio
|
Q3 2025
Added 1.84%
|
|