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 |
|---|---|---|---|---|---|
|
Jlb & Associates Inc
|
Oct 30, 2025 Q3 2025 |
11,290
shares
|
$11.5 Million
1.2% of portfolio
|
Q3 2025
Added 4.58%
|
|
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
Nov 14, 2025 Q3 2025 |
11,271
shares
|
$11.5 Million
1.43% of portfolio
|
Q3 2025
Added 4.66%
|
|
|
Scs Capital Management LLC
Boston, MA |
Nov 13, 2025 Q3 2025 |
11,258
shares
|
$11.5 Million
0.09% of portfolio
|
Q3 2025
Reduced 38.59%
|
|
|
Essex Savings Bank
|
Nov 04, 2025 Q3 2025 |
11,228
shares
|
$11.5 Million
1.97% of portfolio
|
Q3 2025
Reduced 2.86%
|
|
|
Ingalls & Snyder LLC
New York, NY |
Nov 07, 2025 Q3 2025 |
11,202
shares
|
$11.4 Million
0.28% of portfolio
|
Q3 2025
Added 59.03%
|
|
|
Transcend Capital Advisors, LLC
|
Nov 04, 2025 Q3 2025 |
11,176
shares
|
$11.4 Million
0.6% of portfolio
|
Q3 2025
Added 3.88%
|
|
|
Andesa Financial Management Inc.
|
May 04, 2023 Q1 2023 |
11,154
shares
|
$11.4 Million
1.13% of portfolio
|
Q1 2023
Added 93.01%
|
|
|
Stone X Group Inc.
|
Nov 14, 2025 Q3 2025 |
11,146
shares
|
$11.4 Million
0.37% of portfolio
|
Q3 2025
Added 1.07%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Nov 10, 2025 Q3 2025 |
11,145
shares
|
$11.4 Million
0.1% of portfolio
|
Q3 2025
Reduced 7.11%
|
|
|
Meridian Wealth Management, LLC
|
Nov 04, 2025 Q3 2025 |
11,133
shares
|
$11.4 Million
0.34% of portfolio
|
Q3 2025
Added 10.25%
|
|
|
James Investment Research Inc
|
Oct 31, 2025 Q3 2025 |
11,110
shares
|
$11.4 Million
0.96% of portfolio
|
Q3 2025
Reduced 2.77%
|
|
|
Argyle Capital Management Inc.
|
Oct 27, 2025 Q3 2025 |
11,107
shares
|
$11.3 Million
2.97% of portfolio
|
Q3 2025
Reduced 0.18%
|
|
|
Morris Capital Advisors, LLC
|
Oct 26, 2022 Q3 2022 |
11,086
shares
|
$11.3 Million
3.38% of portfolio
|
Q3 2022
Reduced 1.11%
|
|
|
Baldwin Investment Management, LLC
|
Nov 10, 2025 Q3 2025 |
11,079
shares
|
$11.3 Million
1.0% of portfolio
|
Q3 2025
Added 15.72%
|
|
|
Capital Wealth Planning, LLC
|
Nov 13, 2025 Q3 2025 |
11,055
shares
|
$11.3 Million
0.06% of portfolio
|
Q3 2025
Reduced 4.87%
|
|
|
Janney Capital Management LLC
|
Oct 27, 2025 Q3 2025 |
11,028
shares
|
$11.3 Million
0.52% of portfolio
|
Q3 2025
Reduced 4.0%
|
|
|
Lake Street Advisors Group, LLC
|
Feb 04, 2025 Q4 2024 |
11,019
shares
|
$11.3 Million
0.4% of portfolio
|
Q4 2024
Added 1.95%
|
|
|
Csm Advisors, LLC
Pittsburgh, PA |
Nov 14, 2025 Q3 2025 |
10,974
shares
|
$11.2 Million
0.23% of portfolio
|
Q3 2025
Added 918.94%
|
|
|
Summit Global Investments
Bountiful, UT |
Nov 03, 2025 Q3 2025 |
10,919
shares
|
$11.2 Million
0.49% of portfolio
|
Q3 2025
Added 170.61%
|
|
|
Morse Asset Management, Inc
Darien, CT |
Nov 13, 2025 Q3 2025 |
10,916
shares
|
$11.2 Million
1.82% of portfolio
|
Q3 2025
Reduced 0.32%
|
|
|
Mattern Capital Management, LLC
Lakewood, CO |
Oct 21, 2025 Q3 2025 |
10,913
shares
|
$11.1 Million
1.03% of portfolio
|
Q3 2025
Added 50.73%
|
|
|
Blue Fin Capital, Inc.
|
Nov 21, 2025 Q3 2025 |
10,891
shares
|
$11.1 Million
1.34% of portfolio
|
Q3 2025
Reduced 1.12%
|
|
|
Westerkirk Capital Inc.
Victoria, |
Nov 10, 2025 Q3 2025 |
10,886
shares
|
$11.1 Million
0.95% of portfolio
|
Q3 2025
Reduced 10.81%
|
|
|
Mig Capital, LLC
Newport Beach, CA |
Nov 13, 2025 Q3 2025 |
10,872
shares
|
$11.1 Million
1.34% of portfolio
|
Q3 2025
Reduced 80.52%
|
|
|
Waters Parkerson & Co., LLC
|
Oct 28, 2025 Q3 2025 |
10,851
shares
|
$11.1 Million
0.42% of portfolio
|
Q3 2025
Reduced 0.42%
|
|