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 |
|---|---|---|---|---|---|
|
Joel Isaacson & Co., LLC
|
Oct 29, 2025 Q3 2025 |
10,845
shares
|
$11.1 Million
0.31% of portfolio
|
Q3 2025
Added 57.88%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Jan 14, 2026 Q4 2025 |
10,838
shares
|
$11.1 Million
0.23% of portfolio
|
Q4 2025
Added 3.06%
|
|
|
Legacy Private Trust Co.
|
Jan 08, 2026 Q4 2025 |
10,827
shares
|
$11.1 Million
0.67% of portfolio
|
Q4 2025
Reduced 3.36%
|
|
|
Strong Tower Advisory Services
Minneapolis, MN |
Oct 15, 2025 Q3 2025 |
10,800
shares
|
$11 Million
1.77% of portfolio
|
Q3 2025
Added 1.69%
|
|
|
Alberta Investment Management Corp
Edmonton, A0 |
Nov 07, 2025 Q3 2025 |
10,800
shares
|
$11 Million
0.09% of portfolio
|
Q3 2025
Reduced 39.66%
|
|
|
Cherokee Insurance CO
Sterling Heights, MI |
Nov 06, 2025 Q3 2025 |
10,800
shares
|
$11 Million
3.53% of portfolio
|
Q2 2025
New holding
|
|
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
Jan 15, 2026 Q4 2025 |
10,792
shares
|
$11 Million
0.72% of portfolio
|
Q4 2025
Added 27.01%
|
|
|
Bogart Wealth, LLC
|
Oct 27, 2025 Q3 2025 |
10,789
shares
|
$11 Million
0.34% of portfolio
|
Q3 2025
Added 18.35%
|
|
|
Amg National Trust Bank
|
Nov 07, 2025 Q3 2025 |
10,778
shares
|
$11 Million
0.2% of portfolio
|
Q3 2025
Added 0.41%
|
|
|
Harvey Investment CO LLC
|
Oct 22, 2025 Q3 2025 |
10,775
shares
|
$11 Million
0.88% of portfolio
|
Q2 2025
Reduced 3.13%
|
|
|
Boyd Watterson Asset Management LLC
|
Nov 05, 2025 Q3 2025 |
10,722
shares
|
$11 Million
2.47% of portfolio
|
Q3 2025
Reduced 0.01%
|
|
|
Community Financial Services Group, LLC
Newport, VT |
Jan 15, 2026 Q4 2025 |
10,701
shares
|
$10.9 Million
2.11% of portfolio
|
Q4 2025
Reduced 2.97%
|
|
|
Signet Financial Management, LLC
Parsippany, NJ |
Jan 08, 2026 Q4 2025 |
10,690
shares
|
$10.9 Million
1.3% of portfolio
|
Q4 2025
Added 0.38%
|
|
|
Northeast Financial Consultants Inc
Westport, CT |
Aug 15, 2025 Q2 2025 |
10,689
shares
|
$10.9 Million
0.35% of portfolio
|
Q2 2025
Added 1.25%
|
|
|
Evergreen Capital Management LLC
Bellevue, WA |
Oct 28, 2025 Q3 2025 |
10,667
shares
|
$10.9 Million
0.21% of portfolio
|
Q3 2025
Added 19.01%
|
|
|
Cohen Investment Advisors LLC
|
Jan 15, 2026 Q4 2025 |
10,659
shares
|
$10.9 Million
4.82% of portfolio
|
Q4 2025
Reduced 1.72%
|
|
|
Kingfisher Capital LLC
|
Nov 14, 2024 Q3 2024 |
10,640
shares
|
$10.9 Million
2.2% of portfolio
|
Q3 2024
Reduced 3.43%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Nov 14, 2025 Q3 2025 |
10,638
shares
|
$10.9 Million
0.24% of portfolio
|
Q3 2025
Reduced 48.26%
|
|
|
Cfm Wealth Partners LLC
|
Nov 03, 2025 Q3 2025 |
10,623
shares
|
$10.9 Million
1.19% of portfolio
|
Q3 2025
Reduced 6.07%
|
|
|
Roi Financial Advisors, LLC
Beaverton, OR |
Nov 10, 2025 Q3 2025 |
10,605
shares
|
$10.8 Million
4.83% of portfolio
|
Q3 2025
Reduced 6.16%
|
|
|
Fiduciary Alliance LLC
Greenville, SC |
Oct 08, 2025 Q3 2025 |
10,571
shares
|
$10.8 Million
0.54% of portfolio
|
Q3 2025
Added 3.1%
|
|
|
Advisors Capital Management, LLC
Ridgewood, NJ |
Nov 07, 2025 Q3 2025 |
10,551
shares
|
$10.8 Million
0.11% of portfolio
|
Q3 2025
Added 6.35%
|
|
|
Herold Advisors, Inc.
|
Nov 13, 2025 Q3 2025 |
10,541
shares
|
$10.8 Million
1.95% of portfolio
|
Q3 2025
Added 8.47%
|
|
|
Summit Financial Group, Inc.
|
Apr 05, 2024 Q1 2024 |
10,534
shares
|
$10.8 Million
2.94% of portfolio
|
Q1 2024
Added 0.33%
|
|
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
Feb 04, 2025 Q4 2024 |
10,532
shares
|
$10.8 Million
0.49% of portfolio
|
Q4 2024
Added 35.86%
|
|