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 |
|---|---|---|---|---|---|
|
Jag Capital Management, LLC
|
Nov 10, 2025 Q3 2025 |
13,570
shares
|
$13.9 Million
1.16% of portfolio
|
Q3 2025
Reduced 44.88%
|
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Nov 10, 2025 Q3 2025 |
13,556
shares
|
$13.9 Million
0.45% of portfolio
|
Q3 2025
Added 15.27%
|
|
|
North Star Asset Management Inc
|
Nov 10, 2025 Q3 2025 |
13,508
shares
|
$13.8 Million
0.43% of portfolio
|
Q3 2025
Reduced 13.44%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Nov 12, 2025 Q3 2025 |
13,410
shares
|
$13.7 Million
0.12% of portfolio
|
Q3 2025
Reduced 3.95%
|
|
|
Bailard, Inc.
|
Oct 30, 2025 Q3 2025 |
13,406
shares
|
$13.7 Million
0.23% of portfolio
|
Q3 2025
Added 3.2%
|
|
|
Affinity Wealth Management LLC
Wilmington, DE |
Jan 15, 2026 Q4 2025 |
13,364
shares
|
$13.7 Million
2.07% of portfolio
|
Q4 2025
Added 0.91%
|
|
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
Jan 12, 2026 Q4 2025 |
13,364
shares
|
$13.7 Million
0.46% of portfolio
|
Q4 2025
Reduced 0.14%
|
|
|
Bremer Bank National Association
|
Apr 10, 2025 Q1 2025 |
13,339
shares
|
$13.6 Million
2.03% of portfolio
|
Q1 2025
Added 4.33%
|
|
|
Centaurus Financial, Inc.
|
Nov 20, 2025 Q3 2025 |
13,337
shares
|
$13.6 Million
0.58% of portfolio
|
Q3 2025
Added 1.73%
|
|
|
Longbow Finance Sa
Lutry, V8 |
Nov 06, 2025 Q3 2025 |
13,316
shares
|
$13.6 Million
1.0% of portfolio
|
Q3 2025
Reduced 29.74%
|
|
|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
13,294
shares
|
$13.6 Million
0.12% of portfolio
|
Q3 2022
Added 177.36%
|
|
|
Syon Capital LLC
San Francisco, CA |
Nov 07, 2025 Q3 2025 |
13,253
shares
|
$13.5 Million
0.54% of portfolio
|
Q3 2025
Added 10.07%
|
|
|
Bragg Financial Advisors, Inc
Charlotte, NC |
Nov 13, 2025 Q3 2025 |
13,198
shares
|
$13.5 Million
0.34% of portfolio
|
Q3 2025
Added 0.73%
|
|
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
Oct 24, 2025 Q3 2025 |
13,191
shares
|
$13.5 Million
0.09% of portfolio
|
Q3 2025
Added 30.75%
|
|
|
Greenwood Capital Associates LLC
Greenwood, SC |
Oct 16, 2025 Q3 2025 |
13,169
shares
|
$13.5 Million
1.19% of portfolio
|
Q3 2025
Added 25.47%
|
|
|
Union Heritage Capital, LLC
Bloomfield Hills, MI |
Oct 30, 2025 Q3 2025 |
13,120
shares
|
$13.4 Million
3.25% of portfolio
|
Q1 2024
Added 19.27%
|
|
|
Thoroughbred Financial Services, LLC
|
Nov 10, 2025 Q3 2025 |
13,119
shares
|
$13.4 Million
0.62% of portfolio
|
Q3 2025
Reduced 27.2%
|
|
|
Money Concepts Capital Corp
|
Nov 04, 2025 Q3 2025 |
13,108
shares
|
$13.4 Million
0.67% of portfolio
|
Q3 2025
Added 7.91%
|
|
|
Alley Investment Management Company, LLC
|
Oct 24, 2025 Q3 2025 |
13,101
shares
|
$13.4 Million
1.2% of portfolio
|
Q3 2025
Added 0.34%
|
|
|
Snider Financial Group
Bellevue, WA |
Nov 07, 2025 Q3 2025 |
13,098
shares
|
$13.4 Million
2.78% of portfolio
|
Q3 2025
Added 6.78%
|
|
|
American Financial Advisors, LLC
|
Oct 27, 2025 Q3 2025 |
13,060
shares
|
$13.3 Million
1.34% of portfolio
|
Q3 2025
Reduced 2.43%
|
|
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
Oct 24, 2025 Q3 2025 |
13,044
shares
|
$13.3 Million
3.35% of portfolio
|
Q3 2025
Reduced 8.11%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 25, 2025 Q2 2025 |
12,987
shares
|
$13.3 Million
0.24% of portfolio
|
Q2 2025
Reduced 66.07%
|
|
|
Bell & Brown Wealth Advisors, LLC
|
Nov 07, 2025 Q3 2025 |
12,940
shares
|
$13.2 Million
3.26% of portfolio
|
Q3 2025
Added 2.89%
|
|
|
Naples Global Advisors, LLC
Naples, FL |
Oct 30, 2025 Q3 2025 |
12,917
shares
|
$13.2 Million
0.79% of portfolio
|
Q3 2025
Added 3.63%
|
|