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 |
|---|---|---|---|---|---|
|
Sectoral Asset Management Inc
Montreal, A8 |
Nov 14, 2025 Q3 2025 |
9,376
shares
|
$9.58 Million
6.89% of portfolio
|
Q3 2025
Added 4.46%
|
|
|
Mengis Capital Management, Inc.
|
Nov 12, 2025 Q3 2025 |
9,374
shares
|
$9.58 Million
1.45% of portfolio
|
Q3 2025
Added 5.4%
|
|
|
W.G. Shaheen & Associates Dba Whitney & CO
|
Nov 07, 2025 Q3 2025 |
9,371
shares
|
$9.57 Million
0.68% of portfolio
|
Q3 2025
Added 2.24%
|
|
|
Wescott Financial Advisory Group, LLC
|
Nov 05, 2025 Q3 2025 |
9,358
shares
|
$9.56 Million
0.72% of portfolio
|
Q3 2025
Reduced 0.28%
|
|
|
Consolidated Capital Management, LLC
|
Nov 13, 2025 Q3 2025 |
9,323
shares
|
$9.53 Million
2.61% of portfolio
|
Q3 2025
Added 12.46%
|
|
|
Dark Forest Capital Management LP
Weston, CT |
Nov 17, 2025 Q3 2025 |
9,319
shares
|
$9.52 Million
0.29% of portfolio
|
Q3 2025
Added 5.17%
|
|
|
Proficio Capital Partners LLC
Newton, MA |
Nov 17, 2025 Q3 2025 |
9,291
shares
|
$9.49 Million
0.49% of portfolio
|
Q3 2025
Reduced 44.72%
|
|
|
Altium Wealth Management LLC
|
Jul 22, 2022 Q2 2022 |
9,260
shares
|
$9.46 Million
0.22% of portfolio
|
Q2 2022
Added 22.88%
|
|
|
Crawford Investment Counsel Inc
Atlanta, GA |
Nov 14, 2025 Q3 2025 |
9,252
shares
|
$9.45 Million
0.12% of portfolio
|
Q3 2025
Reduced 1.8%
|
|
|
Montecito Bank & Trust
|
Jan 08, 2026 Q4 2025 |
9,236
shares
|
$9.44 Million
1.53% of portfolio
|
Q4 2025
Reduced 5.85%
|
|
|
Caisse Des Depots Et Consignations
Paris, I0 |
Nov 06, 2025 Q3 2025 |
9,234
shares
|
$9.43 Million
0.3% of portfolio
|
Q3 2025
Added 2.34%
|
|
|
Somerville Kurt F
|
Nov 07, 2025 Q3 2025 |
9,232
shares
|
$9.43 Million
1.18% of portfolio
|
Q3 2025
Added 27.48%
|
|
|
Bernard Wealth Management Corp.
Royal Oak, MI |
Jan 15, 2026 Q4 2025 |
9,217
shares
|
$9.42 Million
4.02% of portfolio
|
Q4 2025
Reduced 5.15%
|
|
|
Indie Asset Partners, LLC
Carmel, IN |
Nov 06, 2025 Q3 2025 |
9,214
shares
|
$9.41 Million
10.09% of portfolio
|
Q3 2025
Added 623.8%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Oct 09, 2025 Q3 2025 |
9,206
shares
|
$9.41 Million
0.2% of portfolio
|
Q3 2025
Reduced 23.2%
|
|
|
Pegasus Asset Management, Inc.
|
Nov 03, 2025 Q3 2025 |
9,183
shares
|
$9.38 Million
2.31% of portfolio
|
Q3 2025
Added 19.85%
|
|
|
Zevin Asset Management LLC
|
Nov 10, 2025 Q3 2025 |
9,175
shares
|
$9.37 Million
1.02% of portfolio
|
Q3 2025
Reduced 24.37%
|
|
|
Chatham Capital Group, Inc.
|
Jan 14, 2026 Q4 2025 |
9,167
shares
|
$9.37 Million
1.44% of portfolio
|
Q4 2025
Reduced 0.08%
|
|
|
Norden Group LLC
Provo, UT |
Jan 13, 2026 Q4 2025 |
9,165
shares
|
$9.36 Million
0.96% of portfolio
|
Q4 2025
Added 3.54%
|
|
|
Chesapeake Asset Management LLC
New York, NY |
Jan 08, 2026 Q4 2025 |
9,158
shares
|
$9.36 Million
8.14% of portfolio
|
Q4 2025
Added 3.27%
|
|
|
Old Second National Bank Of Aurora
|
Oct 22, 2025 Q3 2025 |
9,147
shares
|
$9.35 Million
1.62% of portfolio
|
Q3 2025
Added 16.43%
|
|
|
Qtron Investments LLC
Boston, MA |
Nov 14, 2025 Q3 2025 |
9,146
shares
|
$9.34 Million
0.89% of portfolio
|
Q3 2025
Reduced 2.43%
|
|
|
Claraphi Advisory Network, LLC
|
Feb 14, 2023 Q4 2022 |
9,136
shares
|
$9.33 Million
1.35% of portfolio
|
Q4 2022
Reduced 99.73%
|
|
|
Smithfield Trust CO
Pittsburgh, PA |
Nov 07, 2025 Q3 2025 |
9,131
shares
|
$9.33 Million
0.31% of portfolio
|
Q3 2025
Reduced 0.03%
|
|
|
Asio Capital, LLC
|
Oct 16, 2025 Q3 2025 |
9,129
shares
|
$9.33 Million
1.15% of portfolio
|
Q3 2025
Added 54.36%
|
|